Lift ERP - Release Note 12.2
Pricing Management
- Mass manage price sheets with Excel export/import
- Located under Customer Management → Manage Price Sheets → Import/Export
Order Management
Upload an Excel shipping distribution to an order after creation
- Previously, this required line-by-line updates
- Now, it is faster and smoother than the upfront process, allowing easy mapping to order lines by line number and enabling updates later when final shipping details are available.
Restrict product catalogs available to Sales Reps or any user
- Remove catalog products sales reps should not see to simplify order entry and prevent errors
- Configure under User Management → Customer = Multiple clients internal user → Restrict customer list → Select “Restrict catalogs to allowed customers = yes"
- Users will see only catalogs published to their assigned customer accounts
Set shipment-level scheduled ship dates
- Set multiple scheduled ship dates on a single order
- Edit ship date on a shipment to override the header-level ship date
- Home page shipping screen shows quantities and ship dates varying by order
- Packing and Shipping screens include ship date filters
Shipment-level ship dates can drive the scheduling module
Durst Workflow Integration
- Enable Durst Workflow preflight reports directly from the lift proof window; Enable in the Autoproofing profile
- Useful for internal pre-press teams and external clients needing file issue details
Production Management
> Allowing Multiple files per line in production, packing, shipping
- Company level setting that must be enabled by Lift Support
- Allows orders to go through production with multiple files on a single line
- Great for orders with many creative files, for a single product, that doesn’t really need to be a 100 line order.
> Upon approval, the creative break down will get assigned to the art files, instead of automatically splitting into multiple lines
> Ability to upload photos during various processing steps
- Great for QC and/or other finishing steps, where operator is prompted to take a photo and upload to the associated LINE + Step.
- Available to internal staff, and customers via customer portal
> Lift Support team can setup and enable for specific steps
Estimating
⁃ Ability to mass update materials and storage type on quote lines
Purchasing
- Ability to synchronize material costs from the PO entry screen
- Optional company wide setting (default is that this is turned OFF)
- Allows purchasing users to synchronize material costs at the time of entering a PO
- A button becomes available, for the user to decide if they want to sync the material costs, as a nice short cut bypassing the need to leave an go to material management to update the costs manually.
Miscellaneous
> Ability to HIDE Process button on Go To Steps processing screen (4250) if Order is in Invoice Step.
- Optional company wide setting (default is that this is turned OFF)
- Prevents users from accidently processing through invoice approval
- Requires all orders to go through the invoice approval process, as manually processing the order isn’t available after shipping.
> Ability to LOCK old orders, to prevent Re-Orders
- Admins only have this capability, from a button on the order review screen
- Orders can be locked, for example if there was exception pricing or finishing specs that should not be repeated.
> Ability to include customer number in customer search prompt when creating an order
- Optional company wide setting (default is that this is turned OFF)
- Allows users to search by customer name OR number when starting an order.
> Ability to reference #CUSTOMER_TYPE# in catalog product formulas
- Allows admins to reference the customer type, to drive special calculations on flex fields regarding price and/or finishing options
- This in turn can also trigger special processing flows based on the customer type