Lift ERP - Release Note 13
End User Documentation, Integrated Into LiftERP Help Center
Mass Order Line and Post Production Updates
Choose Actions → Multi Line Edit. A modal window appears where you can quickly filter out of 100s of lines to identify those you would like to update. Then choose which field will be mass updated across order lines.
a) All applicable product formulas and subway map re-routing will be automatically recalculated.
b) Admin’s can control which fields are allowed to be managed in the mass update tool, and whether or not certain fields should be limited to a certain user profile.
c) The feature can be used to update line level fields AFTER the order has moved into production, which historically has been restricted, and required an UNDO out of production to edit line values.
International Shipping
- Ability to print commercial invoices
Scheduling Enhancements
- Ability to setup automated re-balancing, where steps with load balancing across a resource group can “re-balance” on a schedule.
Estimating Enhancements
- Editing products with the product modal
Production Management Enhancements
- Ability to show “pre production” steps (i.e. before the RIP step) as Production Dashboard Circles
Miscellaneous
- Rules Based Surcharge Enhancements
- Email subscription added to Shipping Analysis Report
- CC Processing Fee Enhancements
- Ability to have custom labels for the CC Fees in the payment portal (i.e. Convenience Fee)
- Display CC Fees with corresponding label under payment details on invoice PDF
- Ability to attach a pro forma invoice PDF in order confirmation emails
- Ability to setup a separate default “reply to” email address for unpaid / aging statements
- Ability to limit field length of the Sales Order PO Number field
- Ability to setup customers for Automatic Invoice Email upon invoice approval