Release Notes January 2021 Release V21.1

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Release Notes

January 2021 Release

V21.1

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Accounts

Extended Payment and Settlement Terms

OrderWise Ref: 51473

Menu Option: Purchasing | [Add/Edit] Supplier | [Tab] Credit Details | [Tab] Extended Terms  Use extended payment terms

 Use extended settlement terms Status: Enhancement

Licensed Feature: Yes (Accounts)

Detail: The above settings allow an extension of settlement and/or payment terms to be set. These are based on the date the invoice is raised (payment terms) or when it is paid (settlement terms). You can then select the number of days you wish to add to the current terms and from a selected time frame (i.e. 40 days form invoice date, would allow an extra 10 payment terms if the standard 30 days are usually applied).

HSBC Bank USA NA Statement Import

Status: Enhancement Licensed Feature: Yes (Accounts)

Detail: The above option in the drop-down allows the import of a US HSBC statement, in a .csv format, to allow split screen bank reconciliations.

Worldpay Bank Reconciliation Import for Payments and Receipts

Status: Enhancement Licensed Feature: Yes (Accounts)

Detail: The above option in the drop-down allows the import of a Worldpay statement, in a .csv format, to allow split screen bank reconciliations.

Amend the Attachment on a Purchase Invoice when posted using OW Accounts

Menu Option: Purchasing | Purchase Invoices | Purchase Invoice Activity | [Edit Attachments] Status: New Development

Licensed Feature: No

Detail: The ‘Edit Attachments’ button, added to the Purchase Invoice Activity tree-view node, enables the adding and editing of attachments to a purchase invoice. There is also the capability to quick scan an attachment or scan a new attachment that can be added to a particular purchase invoice.

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VAT Return Checks Brexit Update

Menu Option: Accounts | VAT | VAT Returns

System Settings | Accounts | General | VAT Returns  Post-Brexit data checks

Status: New Development Licensed Feature: No

Detail: The VAT Return Checks have been amended following on from Brexit. The above System Setting is enabled by default.

Courier Integration

‘Advanced - DPD API International & Domestic Direct Feed’ Amendments

Licensed Feature: Yes (Courier – DPD)

Detail: An ‘Export delivery header telephone as mobile number’ Courier Option has been added for ‘Advanced - DPD API International Direct Feed’ and ‘Advanced - DPD API Domestic Direct Feed’ Courier Integration links.

‘P2P TrakPak API - Direct Feed’ Courier Amendment

Menu Option: System | Despatch |

Couriers | [Add/Edit] | [Tab] Courier Integration

| [Courier Options] Status: Enhancement

Licensed Feature: Yes (Courier - P2P TrakPak API)

Detail: The ‘Shipment terms’ Courier Option has been amended to allow selection of either ‘DDP’ or ‘DDU’, which will be populated on the <terms> section of exported request document.

‘Advanced - MyDPD Application Extended International Direct Feed’ Amendments

OrderWise Ref: 52600, 52735 & B69465 Menu Option: N/A

Status: Enhancement Licensed Feature: Yes (Courier - DPD)

Detail: Net values are exported instead of Gross in the ‘customs_value’, ‘shipping’/’freight_cost’ and ‘unit_value’ fields. The ‘generate_customs_data’ field will export ‘Y’ when not using a GB Delivery Country, and will export ‘N’ when GB. The ‘product_Type’ field will be populated using the Variant Detail’s ‘Description of goods’ field. The ‘unit_Value’ will be exported to two decimal places, and will be incremented to 0.1 if lower than 0.1. Finally, the ‘total_weight’ will be exported to two decimal places, and will use the calculated ‘total_line_weight’ as ‘total_weight’, if it is larger.

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Integration with ‘Dunelm/WASP API’ Courier

Menu Option: System Settings | Despatch | Courier Integration | Dunelm WASP API Status: New Development

Licensed Feature: Yes (Courier - Dunelm WASP API)

Detail: OrderWise has been integrated with "Dunelm/WASP API". Courier Options which determine the label format, courier override username and password fields and printer override files are all available.

‘Parcelforce expressLink - Web Service’ Brexit Mapping Amendment

OrderWise Ref: 52327 & B69417

Menu Option: Despatch | Courier Integration Status: Enhancement

Licensed Feature: Yes (Courier – Parcelforce)

Detail: ‘EORI no’ against a Courier Detail record will be exported into the <ExporterCustomsReference>, on exported documentation. If ‘EORI No’ is not provided, ‘EORI no’ from the ‘Company Info’ form will be used. If ‘EORI no’ is not provided, Delivery Method ‘Additional Info 1’ is used. If the previous fields are not populated, the ‘VAT No’ from the ‘Company Info’ form is used instead.

‘Advanced - DPD API International Direct Feed’ Amendments

OrderWise Ref: 52728 & 52789 Menu Option: System | Company Info Status: Enhancement

Licensed Feature: Yes (Courier - DPD)

Detail: This courier exports the EORI Number from the Company Info form. If this is blank, the Company Info VAT Number is exported. If both are blank, the value 'GBUNREG' is exported. The

‘invoice.countryOfOrigin’ field on the file generated will be populated with the Courier Detail Shipper ‘Country code’. Lastly, the ‘InvoiceDeliveryDetails.VatNumber’ field will be populated using Customer Detail ‘Vat Number’ if it is populated, or “” if it is not.

‘Advanced - DPD Local API International Direct Feed’ Amendments

OrderWise Ref: 52728 & 52789 Menu Option: System | Company Info Status: Enhancement

Licensed Feature: Yes (Courier - DPD Local)

Detail: This courier exports the EORI Number from the Company Info form. If this is blank, the Company Info VAT Number is exported. If both are blank, the value 'GBUNREG' is exported. The

‘invoice.countryOfOrigin’ field on the file generated will be populated with the Courier Detail Shipper ‘Country code’. Lastly, the ‘InvoiceDeliveryDetails.VatNumber’ field will be populated using Customer Detail ‘Vat Number’ if it’s populate, or “” if it isn’t.

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‘Royal Mail API - Intersoft’ – Strip Spaces from Telephone Numbers

OrderWise Ref: 52466 Menu Option: N/A

Status: Enhancement

Licensed Feature: Yes (Courier - Royal Mail API (Intersoft))

Detail: Spaces are removed from the telephone number fields exported to the courier.

‘FedEx - Web Service’ Courier Amendments

Licensed Feature: Yes (Courier – FedEx)

Detail: Courier Options ‘Letter head image’ and ‘Signature image’ have been added, and can upload images to FedEx. The ‘<CustomerImageUsage>’ node will be added to exported documentation, when the options are populated, and if electronic documentation is exported.

Commercial Invoice Changes to ‘DHL Express MyDHL API - International Direct Feed’

Licensed Feature: Yes (Courier - DHL)

Detail: More Courier Options fields have been added via which detailed information may be supplied on the courier’s commercial invoice.

Integration with ‘Despatch Bay API - International Direct Feed V16’

Menu Option: System Settings | Despatch | Courier Integration | Despatch Bay Status: New Development

Licensed Feature: Yes (Courier - Despatch Bay)

Detail: OrderWise has been integrated with "Despatch Bay API - International Direct Feed V16". This is similar to the existing "Despatch Bay API - International Direct Feed" courier integration, but with some changes to cater to Brexit. Both courier definitions share the same System Settings.

Label Size and Label DPI for ‘BluJay’ Shop Direct Group Label Request

Licensed Feature: Yes (Courier - BluJay)

Detail: There are two courier options available which allow you to choose a Label Size and Label DPI, out of a set of possible values. If the courier options are not set up, the values will be set to BluJay API's default values which are - Size_8X4 and DPI_203. These will be seen on the exported XML file.

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Despatch

Pack Scan - Prioritise Customers with the Fewest Items

Menu Option: System Settings | Despatch | Packing | Pack Scan  Sort by customers with fewest items first Status: Enhancement

Licensed Feature: No

Detail: With the above setting enabled, orders are packed first for the customer with the lowest picked quantity which has not yet been packed.

eCommerce

Oldest Expiry Date Included on Web Shop Product Export

Status: Enhancement

Licensed Feature: Yes (Web Shop Integration)

Detail: The oldest expiry date for a Variant transaction is exported, when using Product V2 as an export type.

Custom Tag Added to Customer Attachments

eCommerce | eCommerce Session | [Add/Edit] | Web Shop  Export Customer Attachments

Status: Enhancement

Detail: Custom tags have been added to customer attachments. This field and other attachment information can be exported via a Web Shop eCommerce session.

Export Variant External Analysis via eCommerce

Menu Option: eCommerce | eCommerce Session | [Add/Edit] | Web Shop  Export External Variant Analysis

Status: Enhancement

Detail: With the above setting enabled, Variant external analysis can be exported via a Web Shop eCommerce session.

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Invoicing

Sage 200 2020 Integration

Menu Option: System Settings | Invoicing  Sage 200

Status: New Development Licensed Feature: No

Detail: OrderWise can be integrated with and posted to Sage 200 2020.

Mobile Devices

Android HHT – Carton Goods In

OrderWise Ref: 45428, 52420

Menu Option: Android HHT | Carton Goods In Status: New Development

Licensed Feature: Yes (Mobile Devices – Android, Mobile Devices – Android 3rd_Party)

Detail: Carton Goods In has been added to the Android Mobile Devices.

Android HHT – Reassign Picks Once Received by Device

Menu Option: OrderWise | Despatch | Open Picks | [Reassign Pick] Status: Enhancement

Detail: Using the above button, Picks can be reassigned once they have been received by the Mobile Device.

Android HHT – Put Away Amalgamation

Menu Option: Android HHT | Put Away | Place Status: Enhancement

Detail: The ‘Place’ queue amalgamates Variants with matching information.

Android HHT – Delete Stock Takes

Menu Option: Android HHT | Stock Take | Select Stock Stake | Overview  Delete Stock Take

Status: Enhancement

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Returns

Original Return Transaction ID

Status: Enhancement Licensed Feature: No

Detail: When stock is booked in from a return, the ‘Original Return Transaction ID’ field against a Variant Transaction is populated with the ID of the transaction.

Sales

Accessing ADG for View Only

Menu Option: Sales | Sales Activity | [Auto Guru Search] Status: Enhancement

Licensed Feature: Yes (Auto Guru)

Detail: The ‘Auto Guru Search’ form can be accessed via the ‘Auto Guru Search’ button within Sales Activity.

Stock

eBay Business Policies Added to Variant Listings Record

 Payment Business Policies  Postage Business Policies  Returns Business Policies Status: Enhancement

Licensed Feature: Yes (eBay Listings)

Release Notes January 2021 Release V21.1

Release Notes

January 2021 Release

V21.1

Table of Contents

Accounts

Extended Payment and Settlement Terms

HSBC Bank USA NA Statement Import

Worldpay Bank Reconciliation Import for Payments and Receipts

Amend the Attachment on a Purchase Invoice when posted using OW Accounts

VAT Return Checks Brexit Update

Courier Integration

‘Advanced - DPD API International & Domestic Direct Feed’ Amendments

‘P2P TrakPak API - Direct Feed’ Courier Amendment

Couriers | [Add/Edit] | [Tab] Courier Integration

‘Advanced - MyDPD Application Extended International Direct Feed’ Amendments

Integration with ‘Dunelm/WASP API’ Courier

‘Parcelforce expressLink - Web Service’ Brexit Mapping Amendment

‘Advanced - DPD API International Direct Feed’ Amendments

‘Advanced - DPD Local API International Direct Feed’ Amendments

‘Royal Mail API - Intersoft’ – Strip Spaces from Telephone Numbers

‘FedEx - Web Service’ Courier Amendments

Commercial Invoice Changes to ‘DHL Express MyDHL API - International Direct Feed’

Integration with ‘Despatch Bay API - International Direct Feed V16’

Label Size and Label DPI for ‘BluJay’ Shop Direct Group Label Request

Despatch

Pack Scan - Prioritise Customers with the Fewest Items

eCommerce

Oldest Expiry Date Included on Web Shop Product Export

Custom Tag Added to Customer Attachments

Export Variant External Analysis via eCommerce

Invoicing

Sage 200 2020 Integration

Mobile Devices

Android HHT – Carton Goods In

Android HHT – Reassign Picks Once Received by Device

Android HHT – Put Away Amalgamation

Android HHT – Delete Stock Takes

Returns

Original Return Transaction ID

Sales

Accessing ADG for View Only

Stock

eBay Business Policies Added to Variant Listings Record