Quality Management
Purchase Order Approvals Workflow
Purchase Orders may need approval by a senior member of staff before being sent to the supplier. It's now possible to
specify the Approval Levels including financial limit and Users able to approve at that level
choose an Approval Level for a particular User
request and manage the Approvals for Purchase orders
When an approval is requested, Flowlens notifies each of the users listed as able to approve the PO, with a link to approve it.
The Purchase Orders page can be filtered to show relevant POs that are awaiting approval, approved or rejected.
Please note this is a bolt-on feature, contact to enable it on your account. Approvals will be rolled out to other relevant areas of the platform in due course.
Job Card Activity Traceability
The Job Card Activity Log now includes details of
Parts picked, by user and date/time
Parts Removed and Added
Step Completion
Job Card Completion
Reporting
Sales Order Line Item Dispatch and Invoicing Report
In order to maximise cashflow, users want to know the invoice status of Sales Order Line Items, particularly those that have been dispatched but not invoiced. This Sales Order Line Item Status report allows Sales Order Line Items to be filtered for example, qty ordered vs qty dispatched vs qty invoiced.
Don't forget to use the Bookmarks button on the top menu bar to save pre-filtered reports.
Settings
Default PDF Text
Companies have default terms and conditions, legal information, etc that they need to apply to system generated PDFs such as Sales Orders, Quotes and Purchase Orders. In addition, multiple versions of these can be stored and applied to different customers, based on their status. This can now be handled by the Default PDF Text settings tool.
This include options to populate text on
All (relevant) PDFs
Sales Orders
Sales Quotations
Purchase Orders
Dispatch Notes
To choose a specific PDF text to appear for a particular company, visit the PDF Text Overrides text in the Company edit view.
