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May 2024 Monthly Wrap-Up
Published June 4th 2024
Harry Balding, PurchasePlus Platform Expert
Welcome
May 2024 saw the PurchasePlus Product and Engineering Department ship dozens of features across 3 different deployments throughout the month.
Our particular focus this past month has been to continue to develop our Inventory and Recipes Modules, and deliver some important Quality-of-Life improvements in the form of Bulk Actions, the Invoice Power Editor, as well as some general UI enhancements.
If your Organisation wants to discuss switching from our legacy PurchasePlus platform to our new PurchasePlus platform, please get in touch with your Account Manager or our friendly
Customer Success Team.
Invoice Power Editor
You can now access an Invoice “Power Editor” in the header of an Invoice, when on a large screen. In Power Editor, you can compare and edit Open or
Flagged Invoices side-by-side with the source PDF from our
Paperless Invoicing solution.
The Invoice Power Editor allows you to review and manage your Invoices side-by-side with the PDF Invoice that your Supplier emailed to your Paperless Invoicing Email Address.
Bulk Actions
We’re thrilled to announce the availability of a number of Bulk Actions. These functions have been frequently requested by our users, and we’re excited to help them get more out of their use of PurchasePlus.
You can perform the following actions in Bulk:
- Bulk "Approve" Requisitions in the Requisitions Awaiting My Approval area,
- Bulk "Send" Purchase Orders in the All Purchase Orders area (if they are in a Not Sent state),
- Bulk "Close" Purchase Orders in the All Purchase Orders area,
- Bulk "Export" Reconciled Invoices (
Type A Orgs) in the All Invoices area (but not Credit Notes yet),
- Bulk "Mark as Export Ready" Reconciled Invoices (
Type B Orgs) in the All Invoices area (but not Credit Notes yet).
You can now select multiple documents or files in many tables in PurchasePlus, and perform actions in bulk. Above: sending (Not Sent) Purchase Orders in Bulk.
Purchase Orders Dashboard Widget
- There is now a new Dashboard widget showing Purchase Orders due for delivery today or tomorrow.
A new Dashboard widget can be viewed to quickly see the PO's that you should expect for delivery either today or tomorrow.
Resizable Table Columns
- You can now resize columns on any table that allows you to manage columns by dragging the column width borders.
Clicking and dragging the column width borders allows you to customise your view of a table.
Inventory Enhancements
If your Organisation has our
Inventory module enabled, you can now:
- Create a new Stock Location and choose from a variety of System Location types.
- Create an Opening Balance Transfer and populate it by CSV Upload. This is a powerful way to initially populate your Stock Locations with your Stock Items via automation. Please contact our friendly Customer Service Team if you require assistance with this feature.
Creating your Opening Balance Transfers via CSV Import is a powerful way to accelerate the population of your Stock Locations with your Stock Items.
- When
Receiving Goods to Inventory, you can now create a Stock Item if there isn't a logical one to choose when receiving the PO Line item.
You can now Create a New Stock Item during the act of Receiving Goods to Inventory.
- Add a new product to a Goods Receiving Note.
- Use the "Clear Expense Locations" action in the header of the All Stocktakes view for users.
- Perform a “Quick Transfer” to transfer a variance on an individual Stock Count while performing a Stocktake.
Users conducting a Stocktake can now quickly account for Variances before closing the Stocktake.
Clone Products
You can now find any of the millions of products in the "View All Products" area that are NOT owned by your Organisation, and select "Clone Product" in the more menu to make a copy of it, owned by your Organisation.
This can be helpful in order to use the product as an Ingredient in a Recipe, or to hold it as a Stock Item in an Inventory Location.
You can now Clone a Product, and the clone will be owned by your Organisation.
We have invested heavily in our Recipes and Menus functionality over the past month.
Please note: Organisations migrating from our legacy PurchasePlus platform to our new PurchasePlus platform will need additional migration support to begin using the Inventory and Recipes Modules, as Inventory and Recipes data in our legacy PurchasePlus platform are not automatically available in our new PurchasePlus platform.
Users with the ‘Manage Recipes’ Permission can now:
- View a Menu,
- Edit a Menu’s Settings,
- Create a Menu,
- Add Recipes to a Menu,
- Remove Recipes from a Menu,
- Delete a Menu.
You can now Create, View, Edit (including adding and removing Recipes) and Delete Menus.
An important part of our Recipes and Menus functionality is ‘Ingredients’, which are products that are owned by your Organisation (i.e. they have been created by or on behalf of your Organisation), that can be added to a Recipe.
Users with the 'Manage Recipes' Permission can now:
- Create a New Ingredient,
- View a list of all of the Ingredients that can be added to your Recipes,
- Add Ingredients to a Recipe,
- Modify the Ingredient lines in your Recipes,
..and more!
You can create Ingredients and add them to your Recipes for effective kitchen IP and cost management. Above: Creating a New Ingredient.
Create & Manage Self Managed Suppliers
- You can now Create a
Self Managed Supplier in the ‘My Suppliers’ area, and your Organisation will be set as the Owner of this Supplier.
- If your Organisation is the owner of a Supplier, you can now edit the details of the Supplier in a new Settings tab as if you are the Supplier.
You can create a new Self Managed Supplier, and manage the Products and Catalogs from that (real-world) Supplier on their behalf.
For any questions, please contact us via email on
help@marketboomer.com or phone us on
+61 2 8215 7133.
