Trakker Server 2023.0.3.x
- Orders on desktop can be assigned an Invoice #
- To enable go to Admin->Settings->Company Preferences in Accounting System Tab check the Can Assign Invoice Numbers in Orders
- NOTE: Assigning Invoice number will NOT deplete inventory from anywhere.
- To enable go to Admin->Settings->Company Preferences in Accounting System Tab check the Can Assign Invoice Numbers in Orders
- New Customer Auto Status (Credit Hold)
- Documents can now be dragged and dropped from a folder or email attachment directly to the Documents tab/grid and a copy will be stored in the Drag and Drop Trakker folder and a record added to the grid.
- When scheduling, Unscheduled and Recommendations will show the CustomerAutoStatus of Do Not Service and Credit Hold
- New Reports
- Invoices For Customers With Muli Ship To Addresses
- Used to help identify possible tax issues when sent to QuickBooks
- Data Importing
- Can import Last Invoice Header (for purposes of initializing SMART Routing)
- Import Routing
- based upon Customer Acct# or Customer Name… Needs to be a unique
Field Service Trakker 2023.3.3.x
- Appointments with existing Order/Invoices are easier to identify
- Appointments without Orders/Invoices when an Order is created, it is associated with the Order
First Aid Trakker 2023.3.3.x
- Appointments with existing Order/Invoices are easier to identify
- Appointments without Orders/Invoices when an Order is created, it is associated with the Order
- Now supports Cabinet Fill Levels (server update also required to support this feature)
- Customer Notes now visible on Customer form
- Payment screen
- If Cash is selected, now offers an Amount Tendered which then displays the Cash Due
Download it today on from Google Play
SMART Routing 2023.0.2.x
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