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Release notes byAnnounceKit

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Bug Fix
3 years ago

BUG FIXES (3-7-2022)

3398 - ADC/PPD Values Strikeout text in Monthly Bill Review
3307 - Lot # Required Field not displaying on Tech APP for addon item not in order   action
3282 - Exporting Product Kits Page
3270, 3351 - Complete Needs Switch on Order Management not switching all items
3268 - Visual Issues with Edit Group Order Transaction Value
3267 - Thumb icon on Edit Groups on Customers Module
3266 - Contract Issue using Using From Parent Option
3158 - Duplicate SMS messages on Order notifications

Avatar of authorKhoa
Bug Fix
3 years ago

Customer Online Orders report

Now, when a user is on Customer Online Orders report and click on Apply Filter button, the results will appear properly

Avatar of authorEvelyn
Bug Fix
3 years ago

Bug Fix: Orders link not working

The bug where a user goes on Edit Patient Orders tab and clicks the link which redirects them to the home page has been fixed. It now takes you the corresponding view order page.

Avatar of authorEvelyn
Enhancement
3 years ago

Red Font in shopping cart

Internal users will now see red font on the pricing in the shopping cart when a product is not part of the Bill-to Customer contract. This insures that users do not make mistakes adding products to the order that are not supposed to be added.

Avatar of authorRobert
3 years ago

F2 Key Shortcut

We have now added the F2 shortcut. Users can now use this key to open and close filters on any page with right side drawers like Filters.

This would include pages like: Customers, Patients, Order Management, Orders and more!

Avatar of authorEvelyn
3 years ago

SERP APP: Product Maintenance Q

New functionality has been added to the Cleaning, Testing , and Repairing Q in the Product Maint. module on the Tech App.

The scanning camera is now available for use when clearing an item out of the Product Maintenance Q. This addition works the same as the Load Truck and Delivery/Pickup/Service item scanning camera works. 

The user can click on the camera icon next to the Asset Tag entry field, this will open the camera view for the technician to scan the QR Code on the specified item. Once it has been scanned, the module will auto-generate the asset number in the search box and bring up the cleaning/testing/repairing options.

Avatar of authorKaitlyn Garamoni
Enhancement
4 years ago

Preselecting Primary Giver on Order Creation

A new setting has been added that will save users a step when creating an order. "Preselect Primary Caregiver on Order Creation" will select the Patients primary caregiver as the order caregiver by default. If you would like this to be done without users having to manually select a caregiver, the setting must be checked on.

Avatar of authorRobert
Enhancement
4 years ago

Improved Order Management

Improvements have been made to Order Management. Space saving changes have been made to the user interface of Order Management some of which include the new "New Order" button which has consolidated the three Order buttons into one dropdown, the Priority Legend has been reduced in size and the header of order management will not longer be visible to save space and provide more screen real estate.

Along with these space saving improvements, when expanding an order in order management users will now see a few extra tabs. These tabs include "Caregivers" which allows access to view or edit any caregiver the Patient has on file. "Orders" will now show you all active or previously completed orders the Patient has or had. "Patient Records" will now show all activities for the Patient along with order notes. We have also made improvements to the Documents tab. Now users can see both documents for the order specifically and all documents that are on the Patient profile.

Default sorting for Order Management has been changed so when users click apply filter the newest orders will appear at the top.

Avatar of authorRobert
Enhancement
4 years ago

SERP APP: Start/End Shift Functionality (Premium)

This feature requires the Truck Tracking premium feature.

The Serious ERP app for technicians has been updated with a new feature:
Start/End Shift.

Users will now be able to simply click on the Start Shift button on their application's home screen and begin the truck tracking feature.

At the end of their shift, users may then simply click on the End Shift button on their home screen to stop sharing their location and in turn conserving phone battery.

Avatar of authorKhoa
Enhancement
4 years ago

Re-order settings PAR and buffer

The re-order settings have been added to the view and edit warehouse screens. Here you will be able to view/edit the re-order settings for all master products at the warehouse you are viewing or editing.

Re-order settings were also added as a tab to the view Master Product as well as the Edit Master Product page. The new tab shows the reorder settings for the product you are viewing or editing. These re-order settings can vary per warehouse and will influence the PAR levels report.

PAR levels are calculated using this setting and the new Buffer % setting is used to give you a cushion when ordering. Please see the PAR levels report documentation for more details.

Avatar of authorOrestes