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Release notes byAnnounceKit

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a year ago

SERP Publish Q1 2024

Purchasing Upgrades
Users will have the ability to add multiple vendors to Master Products under a new Vendors tab. A new Preferred Vendor panel has been added to edit/new master product in general details. This allows users to select a preferred vendor that was added to the vendor's tab. This will make it so that when a Vendor is selected for a Master Product, the information will be prepopulated on the purchase order. Additionally, a new tab has been added to Vendors called “Purchasable Products” and will display all the master products that have the vendor as a source of purchasing. The purchase order page has now been updated to include the manufacturer, model name, and model number.

New Setting "PO Qty on hand counts trucks"
Users may now see when placing a purchase or requisition the combined inventory of equipment on the warehouse and on the truck.

Edit PO added to Monthly Bill Review
Users can now edit the PO Number on the monthly bill report

Tax Upgrades
A tax amount option has been added to Add Charge or Credit in Monthly Bill Review. This allows users to add in taxes when adding other charges in the monthly bill review.

Pickup/Service Order Speed upgrades
We have changed the patient dropdown query to increase the speeds for patient search time when placing an order.

Expiring Contracts Report
Users can now keep track of the dates when customer contracts are signed and when they will expire. Two new fields have been added to the Customer Contracts tab: Contract Signed and Contract Expires. These fields directly work with the new Expiring Contracts Report, which will make it easier to view which customer contracts will be expiring soon.

Depreciation Report
Users will be able to track each piece of tagged equipment in the system that is depreciating and also see the total accumulated depreciated values and current values based on a period of dates selected. Currently Discarded/Sold/Lost products will not stop depreciating on the day it was discarded, sold, or marked as lost. 

Recurring Orders Upgrade
Recurring orders will now allow product kits to be recurring.

Manufacturers
Users can now add manufacturers and each manufacturer's unique models. The list of manufacturers, along with their models, will carry over to the purchasing and requisition pages.

Mass Contract Updates
Users now can update the ppd rate, sales price, and rental price for multiple customer contracts at once with the Mass Contract Updates tool. A new role "Override Contract Prices" has been added for Mass Contract Updates. This role will allow users to make those updates.

Tech Dashboard Modifications
Asset Tag column no longer shows for Pickup Orders.

Customer Contract Fields Added
Users can now track when a contract has been signed and when it expires on the customer contract page.

Avatar of authorKhoa