In the menu Maintain stock items, the allocation priority can be directly altered in the list area per line. For this, a separate column with a dropdown list is available. With help of a multi selection of lines, the allocation priority of multiple lines can be altered at once.

In case the allocation priority is altered directly in the list area then this is not recorded as a stock alteration in a log. This also applies to the alteration of the allocation priority via the tab page "Batch information".

After creating a catalogue, a print can be made in which the EAN-barcode from the stock items will be printed. This document can also be printed from a created stock list. When the stock list is created not totalised, so the batches are shown, the batch barcode can also be printed with the help of a print setting.

Next to the barcode in numbers also the symbol is printed.

For users of the Cash & Carry module, a stock count function is available for the batch scanners. For users with production stock, a stock count function is available for the use on a Windows tablet. It was until now not possible to use both functions at the same time. If the stock count with the help of a batch scanner (module 125) was active and stock count with help of a tablet (module 19) was activated then the function to count the stock with the batch scanner expired.

With help of parameter 2506, it can be set that both modules can now be used at the same time. Both functions make use of different types of stock sets. Because of this, it is now important to make the distinction between if the set is meant to count the stock with the batch scanner or via the tablet when creating a stock set. After adding a new set, a description can be entered by selecting Count via Tablet or Batch scanner with the help of a dropdown list. The preferred value of the dropdown list is Tablet (this option is most often used by WinTree users). Depending of the chosen option, the available fields, buttons and processing are controlled. Once the set is created, then this type can no longer be altered.

In case parameter 2462 is set by TSD, it is possible to specify a range of dates per line in a fill up set. Existing or new fill up lines get the range of dates 1-1-<<current calendar year>> till 31-12-<<current calendar year>> by default. This range can be altered per line. Multiple lines can collectively be provided with another range of dates through multi selection.

During the filling up of a set, the determination if lines have to be filled up is based on the Windows date. When the set up date falls outside the range of dates of filling up then the line will not end up on the fill up list.

The determination of the to be filled up stock can also happen in the background. For this to happen, parameter 2330 has to be set to value 1.

Please contact TSD to set up parameter 2462.
Parameter 2330 can be set by the WinTree user themselves via the parameter table.

The sales order overview lists 80, 81, 90 and 365 can be provided by TSD with an extra print selection on Task lists that can be created with WinTree® Office Manager.

In Office Manager it is possible to make a task list for employees on the basis of booked agenda items. When printing the mentioned sales order overviews can be selected through which only those orders are printed of the customers who are on the task list.

Please contact with TSD if this print selection has to be added. Of course, the condition is that WinTree Office Manager is used.

On the basis of the delivery date from the sales order, this date can also be printed as the delivery week on the order confirmation. For this an extra print setting has been added to document 4, Order confirmation.

When processing sales orders with help of the menu Sales orders -> Deliver sales orders, an extra setting has been added to the pop-up menu. With 'Settings of the order(s)' (selected by default) the deliveries are made with the settings that were entered in the sales order. The delivery date, payment condition and possibly differing delivery addresses from the sales order are placed in the delivery.

Also when multiple sales orders are selected and processed at the same time with these settings the data from the sales order will be leading for the delivery. If 'Differing settings' has been chosen then all sales order are placed in the deliveries where the settings from the pop-up window are used for ALL deliveries.

NOTE: if the sales order has a delivery date '< than today' then the delivery will automatically get the date of today as the delivery date.

If the setting 'Divergent settings' is chosen then all selected sales orders are placed in the delivery in which the settings that are selected in the pop-up window (among other things, delivery date and delivery conditions) are applied to all new deliveries. Parameters 814 till 816 are still used with these divergent settings.

In the properties of the entry window of the CMR, it can be set that in field 5 also the customer number of the customer will be printed. A checkbox 'Customer number in field 5'is available for this in the properties.

With help of parameter 1163 there can be set that a delivery can be divided over packaging. This function is mainly useful for companies that export to companies outside of the EU where plants have to be packaged in boxes. In the delivery the lines can then be divided over the various boxes. This data is then printed on the delivery list.

This function has now an extra parameter (2485) with which the division of a packaging line in the fields 'units' and 'unit' can be freely changed. This data is is saved in WinTree in the table deliverylines_packaging. Also this data can now be printed on delivery lists but also on packaging labels.

Please contact TSD to make use of this improved function.

In the header and footer text of the delivery list it is possible with the help of a |XX| - code to add the VAT number of the customer as a merge field.

See also issue 20101, What's new 2018 and the altered manual about the management of texts.

When allocating in particular composed articles it is now easier to first the select the necessary batches, after which per selected batch the correct allocation amounts can be entered.

To make use of this, the value of parameter 2454 has to be set to 1. When now during the allocation of sales and delivery lines in the allocation window, the check in the check box 'Automatically fill up stock' is turned off, then when selecting a stock batch the lower part of the allocation window (part where the available stock batches are shown) will stay opened.

After all batches are clicked (these are placed in the upper part of the allocation window), the lower part has to be closed by clicking on [Cancel]. Then for the selected batches in the still opened part of the allocation window, the allocation amounts can be entered. If the line is fully allocated then the traffic light will be on green and there can be clicked on [Finish].

With help of parameter 2283, it can be set that per purchase offer line a desired sales price can be entered. This price when making a purchase line will be taken over, on the basis of the purchase offer line, to the call-up and will then (possibly after collecting the goods) end up in the stock batch. During the booking of the purchase line, the call-ups and collecting this desired sales price can always be altered. Also when the batch is the own location, this desired sales price can still be altered.

In the menu Purchase orders, the allocation priority per line can be altered directly in the list field.
A separate column with dropdown list is available for this. With help of a multiselection of lines, it is also possible to alter the allocation priority of multiple lines at once.

In the menu Purchase – Inward goods a completely called-up, but not yet received, batch can be written off. Select for this a line and enter the amount to be written off in (column amount). Then click on [Write off]. Confirm the question in the pop-up with [Yes] and the inward line will be written off. The purchased amount will be lowered with the written off amount.

In the menu Contacts -> Maintain Contacts on the tab page "Communication" can be indicated per document if when sending per email a CC and/or BCC has be included. This allows to, for example, to send the email also directly to the bookkeeper for the processing in the bookkeeping. A contact with a saved email address (entered on the tab page "Contact person") can be selected for this. An extra contact person can be ticked at the CC and/or the BCC. Next to this, it is possible to enter 1 or more email addresses in the empty field if needed. These extra addresses have to be entered separated by a semi-colon (;). Provided that the output preference for the document is set to email or that the output preference of the contact is set to email. If the preference at the contact is set to email, then keep the document on 'Default'.

The use of passwords when logging onto WinTree® has been improved. These often technical alterations are necessary to make WinTree® also safely accessible in the future for example via Apps.

The improvement that is directly visible in WinTree®, is the option (checkbox Remember) to save the password of the user in the login menu of WinTree®. Every time when WinTree® is started up with this username on the computer, the password will already have been entered.

With help of parameter 1311, it was already possible to set up that sales- and delivery lines of customers, which are ticked in the customer information that they require ZP-quality, can not be allocated to batches to which no ZP-passport has been linked. Due to the altered legislation this filter has been tightened. The filter does not only check for the passport code ZP but also for the sub code b2.

Because of this, plants belonging to the genus Ulmus, Pinus and Prunus that have to get ZP, b3 or ZP, d01 as their passport code can always be allocated. Even if the stock or purchase batch does not have this passport code.

The MAFF has plans, brought up by the changed European legislation, to change the current method of assigning passports. This will probably happen around 2019 and then the method will also be changed in WinTree. How these alterations will look exactly is not clear at the moment at the MAFF.

NOTE: Every WinTree user is responsible themselves for correctly applying the legislation around the assignment of passport codes and sub codes. WinTree is only a tool in this.

The current way in which the subject of an email is filled from WinTree was viewed by many users as too limited. Because emailing from WinTree is used by more and more users, the use of email messages with a better layout are now possible.

Read for more over the use of the HTML-editor for email messages and the improved options of the merge fields in the manual Basic information -> Texts.

The amount of available merge fields to include in texts of header and footer texts of documents are expanded. The current @-codes are replaced by |XX| - codes. All existing @-codes are converted to |XX| - codes after installing the newest version of WinTree®. Also the existing texts are altered.

Read for more over the improved use of the merge fields the manual Basic information -> Texts.

More users of WinTree are dealing with weeks in which they have to deliver. A customer wants the plants in week 24. Not on specifically 11 June.

With help of parameter 2323, the delivery date can be replaced by a delivery week. The value of this parameter has to be set to 1-7 in which 1= Sunday, 2= Monday,.. 7=Saturday, to use delivery weeks.

If this parameter is filled then each entry of a date and the display field in the program are converted to display 'dd-mm-yy | ww'. The week number cannot be entered directly into WinTree®, but can be selected via the pop-up window by clicking on the week number. If clicked on a week number then the set up preferred date (from parameter 2323, most of the time Sunday) of that week will be placed in the date field.

When the date is not on the set up day, then the date field will get a green background colour. This allows to see at a glance if the date is set to the 'default day' or if deliberately a 'real' date has been chosen.

The functionality for week numbers stands or falls with the correct use of seasons. When the end date of the season in the system table (File -> Settings) was in the past, the use of week numbers will be blocked (a week number without a year means nothing). When printing, there will not only be looked at the weeks but also if the date falls within the season.

A big amount of documents are provided with a delivery week selection.

The delivery week can be made extra visible in various places in WinTree by TSD. Please contact TSD for this.

By default the amount of merge fields for texts in documents and in email messages have been expanded. It is however still possible that a certain field from the database is not a default merge field.

By request of a WinTree-user, TSD can add extra, customised, merge fields to the default list. Please contact TSD in case extra merge fields are desired.