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Release notes byAnnounceKit

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Announcement
3 years ago

NEW FEATURES

We are excited to announce some major features that have been implemented to the system. Here are some of the major highlights:

Multi-Factor Authentication
Multi-factor authentication has been added throughout the system to protect our users from malicious viruses and criminals stealing your information.

When initially logging into the system, users will be prompted to enter a security code in which they can opt out of for 30 days until the system prompts them again. The security code will also show if users log onto a new device in which they will receive the code via email or SMS.

Month Bill Review 2.0 Upgrade
The Monthly Bill Review has been completely revamped and streamlined for billers. Users will be able to quickly view summarized totals, bill alerts, make easier edits, and have more granular filtering.

Product Billing Categories
Users will now be able to organize their equipment into billing type categories in which they will be able to view the summarized totals in the monthly bill review and various reports.

Parts Catalog Module
The Parts Catalog module will allow users to track their miscellaneous items associated with their master products. These items may range from screws, replacement components to caster wheels for wheelchairs in which user then can link to specific master products and select them in the Purchasing, Requisitions, and various Warehouse modules.

Truck 2.0 Upgrades
The Truck system has been visually upgraded and users are now able to quick load / unload products immediately to the truck / off the truck by scanning valid equipment. This allows a user to quick load and unload items. It will show if an item is valid with a green thumbs up button or if it is invalid a red thumbs down button will show.


Web Scanner 
A QR code icon has been added beside Asset Tag filters/fields where users will now be able to access the Web Based Scanner in Asset Search Change, Maintenance Q, Loading items to truck, Exception Research, Product Instances, and my orders.

This allows a user to scan an asset tag on the web which prepopulates the tag into the field for the user to expediate searching/filtering. 


Rescheduled Report 
The Rescheduled Report allows a user to view totals of orders that have been rescheduled. A user can select their desired rescheduled date range for this report. There are also many filters that included in the report such as , Warehouses, Bill-to, Time zone, Rescheduled start/end date, Rescheduled reason and priority type.

Users will also be given the option to export all their information into a CSV for further data manipulation. 

Dispatch Activity Report
Users will now be able to view orders assigned to technicians and their time elapsed between dispatching and re-dispatching orders with our new report.

Customer On-Time Report
The Customer On-Time Report will allow users to view the efficiency of orders that are placed and then completed by technicians within the given scheduled order period.

Users will be able to quickly see the average metrics and totals over a course of months of orders completed in a timely manner.

Dispatch Time
New fields have been added to the Customer and Product page where users can add estimated arrival time buffers and estimated equipment setup time. These fields will be required and will be utilized in our Truck Tracking orders.

PO Price on Products
We have added a PO Price field for Master Products. Creating a PO will now grab the price from the Master Products PO Price when creating a requisition or PO.

Avatar of authorKhoa
Announcement
3 years ago

Reason For filter

A new filter has been added called Reason For which is located between Critical Notes and Priority Type filters in Order Management. On the drop down it will display different reasons why an order was placed.

Avatar of authorEvelyn
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