New workflows: Project Rental
This new workflow allows you to rent products out, track multiple rental projects at the same time, and ensure compensation after the products are returned to your warehouse.
Create compensation sales
Purchase (back order to suppliers) if there is not enough stock to lease
Stock transfer back to your warehouse when the rental project is finished
Stock adjustment between locations (if you need to move products between different projects)
Purchase Order/Sales Orders Kind
Based on the kind of Sales Order (Rental Sales), the related Purchase Orders will automatically follow the same kind, and the same applies to the Invoice.
This setup helps you record the correct rental transactions in XERO for each specific leasing project.
XERO Integration
Export Stock Transfer COGS using manual journal
Same as record COGS of Stock Adjustment into XERO, now the COGS of Stock Transfer can also be fetched into XERO using manual journal mapping.
Sales Report/Purchase Report | Timeline chart view
To quickly see if sales or purchases are going up or down over time, you can choose to view Sales Report or Purchase Report as Trend Format.
Trend time can be set in Year or Month depending on goal.
The chart includes:
X axis = Time in Year or Month
Y Axis = Sales or Purchase Amount in each currency
Color lines = Customers, companies, categories,…
PDF improvements
Footer & Header Message | Optional: save for next time
To save time when creating Sales Orders, tick Save for next time in Create PDF to keep the header and footer messages for your next Sales Orders.
Signature | Optional: Shown after main content
In Create PDF documents, you can optionally choose the position of the signature: right after the main content or always at the bottom of the page.
For PDF Orders and Quotations, you can place a signature along with the authorized person's First Name, Last Name and email.
Quotations
Validity Time | Manual input
For Quotations, you can set the Validity Date by choosing a specific date or entering it manually, such as “After 30 days.”
The Date Validity will be displayed in Quotation PDF as below.
QR Scanning and Labels Printing
In addition to barcodes, you can now create and scan QR codes in EMERGE.
Label Printing also supports printing QR codes in the same size as barcodes.
The QR code is on the right side, and the product information is on the left.
