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28 October 2024 App Update Release
28 October 2024 App Update Release

Released new modules for lead management as well as production workflow

Gigi Nguyen avatar
Written by Gigi Nguyen
Updated over a week ago

This update focuses on production workflow, which is important for manufacturing companies. Let's break down what new we have.

1. CRM Support Case

Manage customer support cases with a focus on serial number warranty tracking.

  • Based on warranty time with serial number products, issue customer support cases to fulfill customers' requests.

  • This is a CRM support case, with the status still open, you can create the related documents to support this customer such as return & exchange/ new sale order/ new quotation.

Separate the production processes into one single centralized module where you can manage a continuous sequence of production orders.

  • Production line templates: A preset template that the production line will follow to create the final batch.
    ​Look up: How to create a production line template.

  • Production line = a sequence of Production orders to create a final product batch.

  • Production line report.

Production Attributes for produced batch products

If your production process uses different ingredients in each batch to create different final products, you can add production attributes to your process.

These attributes describe details about the ingredients, like their concentration or content.

Production Order update

In the Production Order, you can now add a Production Vendor if your company needs to outsource a factory to produce goods.

3. PDF document improvements

  • Reduce line height to optimize all kinds of PDF document formatting.

  • Add Credit/Debit Balance column in the PDF of the AR Report (Accounts Receivable Report).

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