New features- March 2024
For TidyWork users:
Search material items by reference
You can now add material items toy our Purchase orders or Sale orders, by searching for them using their reference.
Purchase orders
Under the Purchase order items section, type in the material item’s reference in the search bar.
Sales order
Under the items section, type in the material item’s reference in the search bar.
For TidyWork users:
Allow customer to detach the invoicing process from receiving items
You can now receive items withoutinvoicing them. This feature only works for unmanaged items. To enable it,contact the support team.
Icons
A green outlined truck is a purchase order that has been received but not yet invoiced.
To initiate the invoicing process, you must click the yellow truck icon next the received purchase order.
A green filled truck is a purchase order that has been received and invoiced.
The feature has moved the landing costs screen from the receiving items screen to the invoicing screen.
You now have the option to send the invoice to Xero when receiving items.
The unit cost for a material entry is predefined to Invoice unit cost during the invoicing stage. The user can alter this if necessary.
