In Stock items -> Enquiry you can now change the view to customers. All customers will then be shown directly on the tab page Selection. In the past when the Suppliers view was selected, a supplier name always had to be selected first. It is now also possible to display all suppliers on screen when you select the Suppliers view. This option is set using parameter 2262.

The menu Stock items -> Maintain Stock items can be made inaccessible or 'Read only' via authorisation. In the basic information Roles it is now possible to make the price fields mutable without affecting any of the other fields.

Using parameter 2227 (to be configured by TSD) an extra tab page can be made available in the Stock enquiry menu. The stock alteration of the selected article are displayed on this tab. The tab also has a special column referred to as 'Special balance' in which TSD can calculate a separate balance based on the alterations.

The tab shows the same data as the screen that can be opened via the Stock -> Maintain Stock -> Maintain stock per Location (or Plant) -> button [Options] -> Stock alterations.

Due to a change relating to an improved origin registration, it was temporarily impossible to negatively allocate stock when only using the WinTree® basic module. This has been resolved. WinTree can now be assigned negative stock quantities by default.  If the allocated quantity exceeds the quantity in stock, you can now use Parameter 2266. The default value of the parameter is 1.

When changing an original purchased batch, WinTree displays a warning if no choice is made to adjust the purchase. Parameter 2249 can be used to configure whether this warning has to be displayed. The warning is displayed when this parameter is set to value 1 (default). When set to value 0, the warning is no longer shown.

Parameter 38 can be used to configure whether batches with a value of 0 will be displayed. It is now also possible to suppress 0-batches on the basis of the entry date. Parameter 2245, set to value 1, will display all 0-batches with a entry date before the beginning of the season.

For a number of companies, an important Wintree feature is monitoring the flow of stock. Alterations of the stock during the season can be identified on the basis of various documents. The problem continues to be the initial stock levels at a point in time X.

By counting back, an initial level can be determined, but this is a difficult calculation. In order to increase the level of clarity an option is available which can be used to take a 'snapshot' of the stock at any given point in time. This snapshot exports the stock level when exported to Excel. If these Excel sheets are saved, it is always possible to find out what the stock was on a certain date in the past. This snapshot option is also part of the standard Year end procedure. See issue 18005.

Please contact TSD if you want to use this 'snapshot' option several times a year.

A number of extra options are now available in the wizard for the year end:

• Extra checkbox 'Delete allocations of sales lines which are remain’ on the Sales Orders tab. This allows the alterations of all remain sales lines to be deleted so that the entire stock can be deleted or set to 0.
• Extra checkbox ‘Record current stock level separately’ on the Stock tab. This enables the current stock level, in other words before everything has been cleaned up, to be exported to Excel. See also issue 18072.

New stock batches can be imported from an Excel file. A new import profile is available for this purpose.

Please contact TSD for more information about this powerful tool for managing stocks.

When using the Treelinq II module, it is possible to generate price requests on the basis of VARB market stocks.

Price requests can now be generated from the Enquiry menu or via a sales order.

This can be done using the extra input field on the tab page Market of the Order Entry screen. If a quantity is entered here, the line will be saved in the application request lines, just as when inputting via Enquiry, and can be sent and processed from there.

An extra description has been added to the drop-down list for selecting an address. This clearly shows which address type is being selected. This extension, which allows an address to be selected from a drop-down list, is available in all menus.

Parameter 2248 can be used to configure whether, when splitting/moving sales lines to a different customer, the ‘Recalculate prices’ checkbox has to be ticked on or off by default. The preferred value is for the checkbox to be ticked.

Parameter 1709 could already be used to configure whether the sales price in a quote/sales order had to be determined on the basis of an existing stock list. This function has now been extended with parameter 2310. If this parameter is assigned value 1, the default sales price from the stock item in a sales line will be used if the selected article does not appear in the stock list.

If you have put a sales order in delivery, the load in the sales order will no longer be visible. Parameter 2216 can now be used to configure whether the load has to be displayed based on the quantities to be supplied (default) or based on the full order quantities.

In the Deliveries menu a drop-down list can be used to make a selection based on the available sales orders. The information per sales order has been extended in this list with the number of plants still to be supplied and their value.

A new label type known as 'Delivery header label' (document 415) is available in the Deliveries print group. This label can be printed from an open delivery or via File -> Print. You can print an address label using the delivery address.

You can now change the parameter for configuring the quantity of labels you wish to print, per batch. Use Parameter 1610 (value = 1).

You can now configure the texts you use for your invoices per payment condition. You can use @-codes similar to how you have been compiling invoice footer texts previously, but now they can be used to configure more texts for your various payment conditions. The invoice text from the payment condition used is recorded in the invoice footers using @8.

The terms of payments contains various options for determining the invoice expiry date. The existing options have been expanded to include the setting ‘Cond. Exp.date rounded off to the end of the month’. Even if the invoice expiry date falls on the first of the month it will still be rounded off to the end of the month.

Example: invoice date 3-10-2014, expiry date 45 days. On the basis of the new option the expiry date of this invoice will then be 3-10 + 45 = 17-11, so when rounded off this will be 30-11.

Using two new check boxes in the export wizard, it is now possible to export the customer and supplier information directly to an external book-keeping programme during the export of the sales invoices.  Previously this had to be done separately via the File --> Export menu. (This method is still available)

Parameter 2283 can be used to configure the sales price column so that is visible in the Purchase -> Supplier offers -> Maintenance menu. The amounts in this column can also be changed in this screen.

The following improvements have been implemented for the Inward goods menu:

1. Unprocessed lines can be left if [Process] is used. Can be configured via parameter 2223.
2. Entry date visible and mutable per line. Can be configured via parameter 2224.
Configuring this parameter moves the date at the bottom left of the screen to the receipt header/lines. The entry date goes to the batch itself. If the received quantity is changed (individually per line or more than one via the [All] button), the date at the bottom left of the screen is recorded as the entry date in the corresponding line(s). It goes without saying that this field is mutable per line (if the parameter is activated).
Note: if set to phase (par. 574) and the batch is allocated to an existing one, the entry date will not be adjusted.
3. Put received location back when receiving part quantities. Can be configured via parameter 2226.
Configuring this parameter means that the first change in the line will cause the values of the mutable fields to be saved in a work chart. If a part quantity is then received, the batch being delivered with the remainder will retrieve the values from this chart and put them back in the batch which is under way. This means the location, cost price, text, date_ready, row, rp_code, purchase_as_own, text_external, entry_date and phase fields. When closing the screen the lines created in the work chart will be deleted for the registered user.

The menu Purchase -> Supplier offers -> Maintenance includes a checkbox 'Only cheapest'. Parameter 2240 can be used to configure whether the cheapest lines have to be set according to the cost price or the PCP (= Purchase Cost Price).

The size of the tab page Contacts of the Maintain Contacts screen has now been increased.
Fields have been moved to create more work-space, as well as to allow for future developments.

In the employee data it is possible, besides the default e-mail address, to record an alternative address for the Sender and the BCC. These fields are only available if the e-mails are sent using SMTP.

If parameter 1393 is configured to value ABC, the alternative address from the employee table will be used as the sender address. If this field is empty, the employee's default e-mail address will be used.
 
The BCC is determined by looking to see whether the employee has submitted an alternative E-mail BCC address. If an address is available here, that address will be used. If this field is empty, the employee's default e-mail address will be used. If no e-mail addresses have been entered for the employee, the address from parameter 1247 will be used.

When compiling the header and footer texts and the e-mail text, an extra checkbox 'Copy this text…' is available in conjunction with the following type of documents: Call-up list, Picking list, Delivery Note and Invoice. By default this checkbox (value saved in parameter 1831) is ticked.

If the checkbox is ticked, the header and footer texts of, for example, the Delivery note will be copied into the delivery note from the sales order. If the text for the delivery note has been changed in the basic information, after the sales order was already booked, the old text for the delivery note will therefore be used. If the checkbox is not ticked, the texts will be taken directly from the basic information when creating the delivery note. In this way, therefore, the last text entered from the basic information will always be used when printing.

Note: if the checkbox has not been selected, there is, therefore, no point entering, for example, an adapted text for the delivery note in the sales order. When creating the delivery note, this will then be overwritten by the default from the basic information.

The options for sending information to a contact can now be set to fax and e-mail. As a result, preferences can be configured for how the document should be sent. Should both options be ticked for the contact and the document, the document will be sent by e-mail.

If, in Maintain Contacts -> tab page Communication a contact person is linked to a document, the output preference can be changed again per document. This document setting per contact overrules the general preferences of the contact and the document.

2015 will be a trial year for TSD for this new function. At present TSD has compiled 3 graphics for the new dashboard:
1. a weekly overview of invoiced values, whereby the different years can be compared (line graph).
2. an overview of the sale values of the current season divided into Approved, On order, Delivered and Invoiced (doughnut chart)
3. an overview of the top 10 best selling article groups (bar chart).

Please contact TSD if you would like to install this functionality. This will help TSD gain experience during its initial implementation in 2015. At the end of the year, TSD will evaluate the trial using your contributions as WinTree users and hopefully increase /improve the number of graphs. Contact TSD if you want to take part in this trial. This involves installing a small additional program to enable the new dashboard and display statistical information as graphs.

9891  

The top part of the allocation screen now has a default space to display 6 allocated lines directly.

In the past, managing documents was often a question of printing and careful archiving. These days more and more documents are being sent directly by fax or e-mail. In addition, customers and suppliers are sending documentation in digital form. This has also led to an increased need for a good system for archiving all these documents digitally and in which it is easy to retrieve documents.  Generally, programs which can fulfil this need are costly and, what is more, these systems cannot be easily linked to WinTree. For this reason, TSD has developed an Archive System. This program fulfils the basic requirements as regards archiving and search options.

Please contact TSD if you would like to start using this function.

If Wintree is started up with a unique user, this user will be recorded automatically in the database for the booking of quotes, sales orders, purchase orders and when generating delivery notes and invoices. This user will not be changed even if a different user makes a change in, for example, a quote made by their colleague. A printer setting makes it possible to print off this user’s name, with the date and time on each of the relevant documents.