Friday, January 24, 2020
Published the new Sales Margin Report! (PRO)
- This new report summarizes your invoice revenue against the actual COGS per case to show your profit and margin on every order.
- Watch a video about the new report on the dashboard (or look in the Pro Tip Video Archive)
- Click Reports – Financial Reports - Margin Report (Shipped Products) By Date Range, Select the date range
- The date range must be in the same calendar year.
Create a New Type of Raw Materials called “Consumables”
- Added new “Consumables” raw material class in the setup wizard and support to add consumables on all activities
- Added “Filter Spirits” functionality. From a Tank View screen, look for the new command for “Filter”. You can consume the new “Consumable” Material type like Pads, filters, etc.
Even more Enhancements and New Tools
- Added Purchase Order Detail report (Raw Materials - Purchase Order Details Report)
- Added search boxes to many Raw Material drop downs
- % Loss added to Barrel Dump Log
- $/Cs and $/Btl added to Bottling Runs Log
- Barrel Warehouse and Fermenter Temperature sensor data now auto-scales the vertical axis
- Added support for uploading bulk effective tax rate data (for those using a lower than standard effective tax rate)
- Added Raw Material Pick Lists to product master packaging and recipe setup
- Added support for NY State reports
- Due date added to the View Invoice grid
- Updated Illinois State reports to properly support Transfer In Bond finished products
- In the Financial Reports, added Offsite Barrel Asset List and updated Offsite Bbl Manager to show all bbls (not just warehouse)
- Added Excel Export support to the Daily Log
- Added Bottled In Bond and For Export to Product Master Setup grid
- Added LAA and % ABV to the Tank Logs for international customers
- Added Report for Barrels by Age with Received Dates [Dashboard – Storage – Storage Reports: Current Received Barrel Inventory (Transfer Dates and Ages)]
- Updated the Raw Materials transactions by month report to support the new consumables type of raw materials
- Added option to show or hide WIP value when transferring raw materials to linked DSPs
- Updated barrel cooperage size validation to support barrels smaller than 1 gallon
- Updated QuickBooks Online connection to support OAuth2
- Added copy function for Linked DSPs for making copies of new Internal Spirit Types and Product Masters (when creating them in Setup Wizard)
- Added New 2020 FET due dates
- Open Purchase Order Receipt Dates now show (if partially received)
- Rebuilt and optimized the manual raw material consumption page
- Added new Production Summary report (Data Logs – Whiskey Systems Reports – Other: Production Summary By Date Range)
- Raw material conversion runs now require at least one material to be consumed
- Added Details view to Bottle Dump Logs