Sales

• Pricelist prices can be updated in the sale order using the ‘Update prices’ option
• Sales margin available in percentage.

Purchase

• Purchase dashboard
• Priority widget for purchase orders
• Receipt Reminder

Inventory

• Expiration date and warning when selling expired product
• Signature on your delivery orders
• Landed cost can be applied to the manufacturing module as well
• Replenishment report in inventory
• Quantity multiple and forecast reports included in reordering rules
• Introduced forecasted report in the transfer line
• The multi-warehouse feature now become the default feature

Accounting

• Sales receipts and purchase receipts are available
• Registering payment to invoice ribboned within the payment
• Temporary account of outstanding receipts and payments added to keep unreconciled entries
• Journal configuration improved
• Add a payment QR code to your invoices
• Two mandatory accounts profit account and a loss account added to the cash rounding
• Winbooks import
• Disallowed expenses and categories
• Unrealized Currency Gain/Loss
• Reconcile button in Partner Ledger

CRM

• Recurring Revenues in Opportunity
• Outlook CRM Extension
• Automatic PO frequency

Point of Sale

• Inventory Management in Point of Sale
• Product configurator added to pos to choose attributes
• Use in Mobile App

Project

• Recurring tasks to set task recurrence
• Allocated time percentage to display employees' given time percentage in the Gantt view
• Can you mark a task stage as the closing stage or not
• Smart tabs in the project to identify the sale order, hours recorded, project overview, etc
• Onsite interventions as a part of project and field service tasks can be managed from projects

Manufacturing

• Prevent manufacturing users from modifying quantities with Lock Quantities To Consume
• Flexible consumption is allowed
• Routing is removed. Operations are now allowed to add within the BoM itself.
• Additional costs during manufacturing are allowed to add to the product cost and stock valuation with landed cost
• Child Manufacturing Orders are linked with parent MO and available the details in a smart tab

Website & e-Commerce

• Improved interface
• Snippets and building blocks are moved to the left-hand side panel
• More Styles and options for each building block
• Create and save custom blocks and be able to use them later
• New structures Masonry, Big Boxes, Numbers, Showcases, Medialists, etc
• Unique Dynamic Contents introduced.
• Wide theme colors are available
• On mobile devices, it is now possible to toggle the visibility of columns.

Employee

• Dependant details in the employee form
• Users are reminded to cancel future appraisals, time off, and other obligations when an employee is archived, and their contract is given an end date.
• The appraisal button is available in the employee form to send direct appraisal requests
• A department menu is introduced which depicts the employee absence, appraisal details, time off & allocation requests
• Employee presence reporting

Recruitment

• Refuse reasons can be configured
• Contract template and interview form can be added while creating job positions
• Appraisal templates for employee and manager feedback can be set up in the job positions

Time-off

• Improved dashboard and non-working days are depicted with a grey color
• Dashboard of time off introduced to view Yearly Calendar

Payroll

• New fields in employee contracts in Belgium localization

Planning

• Planning can be integrated with the project app
• Employee Shifts can be assigned to Projects and Tasks
• Employees can be added to roles
• In ‘My Planning’, the button YEAR is available in the calendar view.
• Kanban view is now available for ‘My Planning’
• More filters are available like My team, Published, Unpublished, and Open shifts for my role
• Able to chat with the employee by clicking on the avatar in the gant view

Approvals

• Products and variants are now accessible in the approvals module
• An automated Sequence can be set for approval requests.
• Approval type to generate RFQ on an approval request

• Wide Mail templates are available
• Personalized emails can be sent using Dynamic Placeholder Generator
• Emojis and Preview text can be added to mailings

Social Marketing

• A demo mode is available to get demo data and check functionality

Subscription

• The subscription service address can be added to the other info on the Subscription
• Upsell the subscription from a particular start date

Upsell the subscription from a particular start date

• Team visibility to set who can view the helpdesk team
• Canned responses are available on the helpdesk
• A timesheet timer is available to track the time taken to resolve a ticket

Spreadsheets

• New module to add a pivot table to the spreadsheet
• INSERT IN SPREADSHEET button in pivot table
• Able to filter data based on conditions
• Conditional formatting can be applied
• Possibility to re-insert pivot table
• Possibility to insert pivot cell and identify the missing cells
• Spreadsheet data will be saved in the Documents app, under the spreadsheet workspace

Survey

• Live sessions are introduced
• Conditional questions can be added, so they will appear once a question has been answered only

Timesheets

• Timesheet timer to track the spent hours
• Improved timesheet grid view

Studio

• Approvals can be set to buttons and limit the approver to rule
• Can customize map view available
• The mass editing feature is available for some fields
• Adding menu and editing the menu are made flexible
• Enable SMS to phone field
• Rainbow Man effect: message, image, and fade-out speed can be customized

Data Cleaning

• The new module was introduced for data cleaning
• Field cleaning rules can be set up
• Deduplication rules can be set up to remove/merge redundant data