While filling up the stock items with the help of the module 'Minimal stock' the items that cannot be filled up can be placed on a search list. With help of parameter 2549 it is possible to add the searched items to lines in an existing search list, or to first empty the search list and then only put in the items that have to be searched for in the list. In fill-up set on the tab page "Reference", a new field "Reference" is available. If lines to fill are placed in the search list then the text entered in this reference field is added as external text in the search lines. The search list can then be sent in regular fashion to the suppliers.
If a supplier responds to the search lines that are needed for a sales or delivery lines, then for the sales or delivery line it can be purchased and allocated easily via Sales -> Allocate at the supplier. For the items that came on the search list via Fill-up stock this could not be done. For this an alteration has been made.
In the fill-up set a customer has to be selected. Select here a customer that is ticked in the customer details for 'Planting'. The fill-up set is further created regularly and on the basis of the set the stock can be filled up. Items to be filled up are during the filling-up allocated to available stock (own stock, purchase or fictive). But there will also be a part that possibly cannot be allocated. These unallocated items will be placed on the search list. But these search lines are placed directly in a new delivery for the customer linked to the fill-up set. A pop-up window will report this. Because now of the search lines also delivery lines exist, on the basis of responses of suppliers, via Sales –> Allocate also these lines can be allocated.
If the delivery is then fully or partially allocated, it can be confirmed. Because the delivery is based on a planting order (by ticking the box 'Planting' in the customer information) during the confirmation the allocated amounts from the delivery are placed as free saleable stock on the fill-up location. By default the 'Planting order functionality' is used. The remaining, unallocated lines, are removed from the delivery. The delivery and the underlying sales order will also be removed.

The module 'Minimal stock' can be used together with the function 'Composed item' to fill up stock. With this a composed item can be allocated via a fill-up set to multiple products while with regular deliveries of this product can be allocated to the location on the end product.
Set up the article to be composed item (for example an item that consists of 3 cuttings, 1 pot and 3 sticks) in the stock items. Make a fill-up set with this product, select a location in the set where the product is not in for sure. Then go fill up the set. Then the composed item has to be allocated. Then for the example item has to be allocated to 300 cuttings, 100 pots and 300 sticks. These allocations are then written off the allocated stock batches. Process the fill-up set and 100 pots will then be shown as free saleable stock on the production location.
If now a regular sales order of this item is made then in the allocation window this stock batch can be allocated regularly. WinTree does then no longer expect that there will be allocated to the composed item.

Please contact TSD for more information about the possibilities of the module 'Minimal stock'.

With help of parameter 2531 it is possible to make an extra option "Available from (wk)" and "Available till (wk)" visible in the menu Stock items – Maintain Plant sizes. Per plant size a range of week numbers can be entered that can then be used with a link to a web shop to make certain items visible or invisible on the basis of a plant size.
This option has no function in WinTree itself.

Please contact TSD if an existing link with a web shop has to make use of this extra option.

In the menu Stock items -> Maintain plant names it is possible to indicate per plant name if items, where the plant name is used, are a discount item. In case a plant name was ticked then only during the granting of an invoice discount this was taken into account. With help of parameter 2533 it is now possible to copy the value of the check box "Discount item" from Maintain Plant names to the items in which the plant name is used. Next to the possibility to indicate per item if discount has to be calculated, the setting is now also used in the calculation of discounts in the quotations and sales orders. The checkbox is thus not only for invoice discount but for all discounts in the sales process.
During the installation and the corresponding conversion, the checkbox "Order discount" is filled per item with the value as set in the plant names. If an item is ticked and in the plant names the checkbox is ticked off then the item remains still ticked. Only new items in which a ticked plant name is used will then by default no longer be ticked.

If in an invoice or sales (also valid for Cash & Carry) a general discount is given (tab page Order info – frame Price calculation) then the items that are not ticked will not be provided with the discount. NOTE: if manually a discount is entered directly in the line then the discount will be executed!

By default the internal text of a stock batch is included in the internal text of a stock list line, if the stock list has not been created totalised. An extra option can be added by TSD with which this internal text can for example be provided with location descriptions of the batches. The receiver of the stock list can then use this information to purchase or print labels with location more accurately.
Requirements to be able to work with this option:
- The expression for filling the internal text has to be set up by TSD.
- The stock list to which the expression is linked must NOT be created totalised.
The internal text can, except for sending stock list with the help of an Excel-file, also be included in the TCM quote message. For this parameter 2544 has to be set to the value 1. It is of importance that the receiver of the TCM message minimally works with version 8820.

 

Please contact TSD if wanting to make use of this option.

Via parameter 2539 can be set if the load has to be refreshed when actualising the stock list.

With the use of the function 'Trading units' (module 70) it is now also possible to use the stock list as internal 'Order form' in which the stock list can be provided with a dropdown list to select the correct trading unit. When transferring the stock list to a sales order, the selected unit will be saved in the sales line.
Next to this it is possible to directly allocate the sales order to the selected batch in the stock list. The stock list must then created with the setting 'not totalised'.
Please contact TSD to make use of this tool.

The module 103, Price ex/import is made more user-friendly. The data can now directly be saved as a .XLS file during the export. This makes it so that the export file can directly be opened and edited in Excel (or any other spreadsheet program that can handle with .XLS file). After editing the data the file can also be saved again as a .XLS file to be imported back again.
Please contact TSD to be able to use this option.

The printing selections of document 240, 'Stock per date' is extended with a selection on supplier and article group.

In the menu File -> Basic information -> Stock -> Stock alteration reasons two new preferences are added:
- "Call-up own stock" (type E), available when parameter 1042 has the value 1 or 2.
- "Stock count" (type L), available when function 19 or 125 is activated.
While calling up from own stock, now first a look is taken to see if an alteration reason with type "Call-up own stock" (E) is defined, if yes, then that one will be used, if no, then the situation as previously, the reason with type "Stock alteration" (V).

While creating a stock take set now first a look is taken to see if an alteration reason with type "Stock count" (L) is defined, if yes, then that one will be used, if no, then the situation as previously, the reason with type "Stock alteration" (V).

By setting up parameter 1158 to value 4, the purchase price of a selected batch (use the OrderEntry window for booking lines) in a quotation or sales line can be used for the calculation of the margin. Parameter 2547 with value 1 manages that the supplier of the selected batch is linked as the supplier of the line as well. This information can always be altered in the OrderEntry window on the tab page "Order line".
When transferring quotation lines, the purchase price from the quotation line is taken over to the sales line.

If WinTree has the possibility to import sales orders from a web shop then it is now also possible on the basis of the field Ordernr_customer in the import XML-message, to add order lines to already present orders in WinTree . For this, parameter 2513 has to be set to value 1.
21188 OrderEntry window: extra field available (B)
In the OrderEntry window, can be used for booking Quotation, Sales and Purchase lines, three extra queries can be added to the upper part of the window:
- Discount percentage from last sales line customer
- Last gross price sales line customer
- Last allocation sales line customer
Please contact with TSD to have the fields added.

In the menu Stock items -> Maintain Stock items per item can be indicated if the item has to be included in the catalogue. For this the checkbox 'Include in catalogue' is available. The checkbox can now also be used to filter in the OrderEntry window on this. For this a checkbox is present in the properties of this window (tab page "III"). The value of this checkbox is saved in parameter 2546. Of course this parameter can also be set via the parameter table.

With help of parameter 724, value to 1, it was already possible to alter a sales size after allocation. This parameter is now expanded with value 2. By setting this parameter to value 2, it becomes possible during the allocation of a sales line to alter the match code and size code of the sales line to another article (other match code and size code of the allocation batch then used in the sales line) to the match code and the size of the allocated batch.
After setting this parameter in the allocation window, upper part of the window where the allocated batch is shown, [Change item] is available. Click on this button if the sales line has to be altered to the allocated batch information. Confirm the changes in the pop-up window with [Yes]. In the allocation window the allocation batch disappears but [Finish] remains available (traffic light on green)., click on this. The original sales line is set to 0 and a new sales line with the new match code and/or size code is created. This 0-line can be automatically deleted after closing the sales order menu. This has to be set in the properties of the sales order menu. This setting is saved in parameter 49.

If a sales line is allocated multiple times then it is also possible to alter the sales line to the match codes and/or size codes of the allocated batches. The sales line is then automatically split up.

Note: the sales price of the sales line is NOT automatically changed after altering the sales line. That needs to be done, if necessary, in the sales line itself.
This option is only available from the allocation menu for sales lines. If the allocation of a delivery line is altered then this function cannot be used.

When importing an Excel-file, WinTree can be set up to directly allocate to new purchase lines. Conditions for this option:
- Fictive stock present
- Stock list based on fictive stock with the option 'Not totalised'
- Excel file created on the basis of this stock list
If the Excel-file is provided with a batch number (as known in WinTree as fictive stock batch) this number can be linked as a preference batch to an imported sales line. During the import WinTree will directly allocate to a new purchase line for the supplier for which the fictive stock line was booked.

Please contact TSD to be able to make use of this handy import function.

With help of the new parameter 2558 the preference settings can be saved that can be used during the processing of one or multiple selected sales orders via the menu Sales -> Deliver Sales orders.
The parameter has the following value:
1 = Settings of the order(s)
2 = Differing settings

In Maintain contacts, tab page "Customer-I" a preference label can be set per customer (see also issue 21152). This preference label is included in the sales order during the creation of a sales order. This preference can now also still be altered per sales order.

Parameter 2561 can be set up by TSD so the cost price can also be altered in the delivery, tab page "Status" in the delivery window. The alteration of the cost price is also transferred to the received line (provided not being invoiced yet).

After a transport is planned, all CMR documents can be printed fast and simple for the planned deliveries. Per separate address one CMR will then be printed.

Please contact TSD to also directly print the CMR documents from the module 127, 'Transport'.

With the use of the extended function Area planning the menu Sales -> Area planning the delivery number is shown per field. With parameter 2563 with value 1 can be set that in the tool tip *) not the already visible delivery number but the firm name of the customer from the delivery is shown. When multiple are assigned to a field then in the tool tip, separated by commas, multiple firm names are shown.

*) the tooltip is a small pop-up window which is opened when hovering with the mouse over the delivery number.

In case the WinTree App function 'Wish list' is activated then per delivery a certain colour code can be selected.The selected colour code can also be printed as a colour on a label. The used printer then has to be a colour-printer. Possibly the description of the colour code can also be printed as text on the label.

Please contact TSD to add this special field to a label.

The menu Sales -> Confirm deliveries has an amount of new options:
- Via the properties of the menu (right click button, option 'Properties') can be set that when opening the menu directly a 'Search window' will be opened.
- The menu has an extra column Phase. Per delivery (or via a multi selection of deliveries) the option 'Checked' can be selected with the help of a drop down list. This can make clear to see if the delivery has been checked and ready for delivery. This phase 'Checked' can only be altered in this menu. It has no effect on the further processing of the delivery.

When the print option 'print text line and delivery line packing in line' is turned off, then there is now more space for the packing description on the print.

Changing of accepted sales invoices can be authorised via a Role. In the menu File -> Basic information -> Other -> Roles on the tab page "Function' the function 'Alter sales invoices' is available. Put this function on 'Yes' if the employee that is linked to the role is allowed to alter accepted sales invoices.

21132 Receiving goods: only print stock labels
When receiving goods with help of module 62, 'Inward goods', it can be set that only stock labels are printed for the amount of plants that have not been allocated. For this, parameter 1364 has to be set to value 1.

With suppliers an agreement can exist that the cost price of their delivered items is determined by the sales price to the customer. By setting parameter 2532 to value 1, an extra field 'Pur% std prc' in the menu Contacts -> Maintain Contacts, tab page "Supplier information – I" can be activated. The value that is entered in this field is used when booking fictive stock lines or purchase lines to calculate the cost price of the batch. The cost price is then Base price stock items * Pur% std prc field. If for example the cost price has to be 30% lower than the base price then at the supplier the value in the field becomes Pur% std prc 70,00.
The cost price will then be calculated as Base price * 0,70.
With help of parameter 2540 (see issue 21158) another calculation can be set in which the cost price of a called-up batch is calculated again on the basis of the sales price from the allocated sales/delivery line.

Please contact TSD to be able to make use of this special but very useful possibility.

With help of setting up parameter 2532 per supplier a purchase percentage can be set. This percentage is then used for determining the cost price of a purchase order or fictive stock line for this supplier. This parameter does not take any further altered sales prices into account, according to agreements with the supplier(s), therefore the cost price of the allocated batches can be too high/low. To still be able to execute the price change, parameter 2540 is available. By setting this parameter to value 1, when creating a call-up a recalculation of the cost price will directly take place. The sales price of the allocated line * Purchase-% std prc from the supplier information then determines the cost price of the call-up.
If also the module 102, 'Check purchase invoices' is used then it is important that parameter 1647 is set to value 0 (=Take over price from receiving line). If this parameter is set to value 1 then in the purchase invoice the cost price will still be taken from the purchase order, this price is not calculated again during the call-up.

 

NOTE: this option can only be used if also parameter 2532 is set, see issue 21154

From the menu Stock items -> Maintain Purchase offers there can be purchased. As a helping hand during purchasing, TSD can add an extra column 'Free'. In this column the net free available amount of the item is shown. This amount can help to determine if the item has to be purchased.
Please contact TSD if this extra column has to be added.

rom the menu Purchase -> Purchase offers -> Maintain, purchases can be made on the basis of selected fictive stock lines. With help of parameter 2565 can be set how the amount in the new purchase line has to be filled. The amount can be the same amount as the amount from the fictive stock lines or can be set to 0 by default.

With help of parameter 2283 in the menu Purchase -> Purchase offers -> Maintain a column 'Desire sales price' can be shown. The price in this column is also directly changeable in this menu. The entered Desired sales price will, when making purchase lines based on the fictive stock, be included in the purchase line.
In the purchase line this desired sales price can still be changed. The desired sales price from the purchase line is put as the desired sales price in the stock batch after calling-up. This price can always be changed again in the stock batch.

21171 Due to changed European legislation (GDPR), every company has to keep track in their administration if the contact persons of contacts have indicated that their email address is allowed to be used for marketing purposes. To keep track of this agreement in WinTree, an extra option per contact person is available for this. In the menu Contacs -> Maintain Contacts, tab page "Contact persons" per contact person [GDPR] is available. Via this button, an opt-in date (date on which the contact person gives permission to use their email address) and an opt-out date (date on which the contact person retracted their permission) can be entered. In the field Remarks a text can be added about this. The text [GDPR] will get green when an opt-in date is entered. The text will become red when the opt-out date has been entered.

NOTE: At this moment, the opt-in and opt-out date can only be entered. When using WinTree module 95 'Fax functionality' or 'Office manager' (module 14) selections can be made. When making these selections, these two dates cannot be used yet.
Every WinTree user is responsible themselves for the correct application of the GDPR legislation within their company.

Due to the implementation of GDPR, companies are obliged to, at request, give insight into the saved contact person data. Also WinTree users obviously have this obligation.
Contact person data is captured in WinTree per contact, tab page "Contact persons". This data can be emailed via a print screen but not all saved data will be available in the picture. Users of the module 14, 'Office Manager' can make a default letter in which all required fields can be put as a compose field in a document. But WinTree Nursery Manager users do not have this option by default. That is why TSD has made an export query to export contact person information to an Excel file so the requested data can be sent to a contact person.

Please contact TSD if this export query is desirable.

An often heard wish of WinTree users is an option to be able to determine per document which email address has to be used as the sender. For example an invoice from WinTree has to be sent via email address sales@tsd.nl. While a quotation has to be sent via email address quotation@tsd.nl. The only option until now was to log in with different accounts, through which different email addresses can be used. This is not always useful. As a user can have multiple types of activities at the same time.

Via the properties of the document to be emailed, the default email address of the sender can now be set. In File -> Settings, tab page "Lists" in the printing settings of a document via the right-click button (click left for this, just next to [Options] on the shown choice 'Properties') one of the in WinTree entered users (employee table) can now be selected. In the dropdown list the email addresses and alt_email_sender of the employees (that are not out of service) are shown, the email addresses entered per department and the value set in parameter 1244. The value of this selection is saved per document in parameter 2500.
If parameter 2500 is filled (for the corresponding document) then that value will be used as the email address sender and no further look is taken to the value from parameter 1393.

Using parameter 2543 it is now possible to set up which type of label is the preference of a customer. Then this label preference is carried over to a sales order where this preference can still be changed. The label preference is used during the printing of order, delivery and call-up labels to determine which type of label has to be printed.
After setting this parameter in the menu Contacts -> Maintain Contacts, tab page "Customer information – I" a dropdown list is available in which the preferred label can be chosen. To undo a choice, choose then 'na'. This preference will then be carried over when booking a sales order for the customer. In the sales order, tab page "Order info", this preference can still be altered.
After all settings are set up correctly then when printing labels on basis of the preferred label from the sales order the correct type of label will be determined. If for example from a delivery all three types of delivery labels are ticked then two times the message 'No information for the chosen selection' *) will be shown and only the preferred labels will be printed.

*) This message can be suppressed with the help of parameter 2396
Please contact TSD to set up these parameters.

The Authorisation function has been expanded with an option to set up the alteration of the memo of an sales order per role/employee. For this in the menu File -> Basic information -> Other -> Roles on the tab page "Functions" the option 'Alter notes sales orders' is available which can be set to 'Yes' or 'No'. During the installation of the newest version of WinTree this option is set up in all roles on the basis of the set up authorisation of the menu Sales -> Sales orders. This can of course always be altered by the administrator of WinTree.

The menu Packing -> View Packing shows per contact the booked packing alterations. From this menu the document Packing statistics per contact (external), document 338 can directly be sent per email for each selected contact. It is then necessary that the document is ticked for email in the printing group View Packing.

To make clear which bank account number is used for sales invoices that are going to be collected through direct debit, a new compose field |12| IBAN number is available for the type 'Invoice'.

In the menu Sales -> Planning overview by default all deliveries of customers are shown per delivery date. If one customer has multiple deliveries with the same delivery date then these deliveries are shown as separate lines in the overview.
TSD can alter the planning overview making it so that deliveries of the same customer with the same delivery date are shown as one line in the overview. It is then also possible to make a code through which the total amount of plants in the combined deliveries is shown in the line.

Please contact TSD if this option is a good addition in getting a better overview with the planning overview in the deliveries.

In the menu Incoming and outgoing Packing the incoming packing (booking as – amount) can be booked. Using parameter 1419 there can be determined if the purchase price of the packing type has to be used. For this the parameter has to be set to the value 1.

To inform a customer which plants are ordered but cannot be delivered, a new document is added to WinTree. On this shortage list (document 444)  the sold/ to be delivered amounts and the amounts unable to be delivered are printed in two columns. To be able to make use of this document, the following settings have to be entered in WinTree:
- File -> Settings, tab page "Lists"  in the printing group 'Search/wish lists' document 444, Shortage list has to be ticked in the column 'Show'. Also tick Fax and/or Email if the document also has to be sent per fax or email.
- File -> Basic information -> Texts -> Maintain Text blocks, text blocks with the type Shortage list can be created here for the required languages.
- File -> Basic information -> Texts -> Header and Footertexts, add the document Shortage list here, put a tick in the check box 'Preference' and add (for the required languages) the text blocks for the header, footer and email text.
After these settings are entered then the shortage list can be used. A shortage list will be printed (printing can thus also be faxing or emailing) from a created search list. In the menu Stock items -> Maintain search/wish list a search list is created. The search list can be created for Direct (for delivery lines), for On Call-up (for sales lines) and for Combined (both delivery and sales lines). It is important to create the search list as 'Not totalised', the customer information has to be available per line after all to be able to print shortage lists per customer. After the shortage list is created, the 'to be searched for' lines are shown in the window. Via the print, fax or email button the shortage list can be selected and printed or sent.

For printing or sending the shortage list to one customer, all 'search lines' of the customer have to be selected to get them on the shortage list. If for example shortage lists have to be printed for 2 or 3 customers, then all lines of every customer have to be selected. If all customer for which there are lines in the search list need to receive a shortage list, then select all lines in the search list and print, fax or email the short lists away. The header and footer texts of the shortage list can no longer be altered in the search list.
When creating a 'Search list for Direct' an extra check box will come on screen. By ticking this check box 'Also include allocated lines that are not received' also the delivery lines (or part amounts of this) are included in the list of which the status of the allocated is not 'Present'. Delivery lines that are allocated to purchase lines that are not called up and/or received will also get on the search list and will thus also be printed on the shortage list.

An extra document "Picking list Photo labels" can be added by TSD to WinTree. From a delivery this document can be printed in which next to the 'to be delivered' amount, the Latin name and the size also the external order code of the item from the stock items is printed. This external order code can be filled with for example the field number where the photo labels are in a photo warehouse. The picking list can therefore be used to get photo labels for certain deliveries from a photo store. If the "Picking list photo labels" is printed a second time from a delivery, then the already previously printed labels are printed again. In WinTree it is not recorded if a line has already been printed on a "Picking list labels". The new document can also be printed from an opened delivery, the menu Sales order -> Confirm Deliveries and via the print menu Delivery. If "Picking list labels" are printed for multiple deliveries at the same time then per delivery a page will be printed.

Please contact TSD if this new document is a good addition to further optimise the delivery process.

Using parameter 1800 it was already possible to alter the calculated margins on documents. This parameter is now also used when determining the margins in the program itself:
- menu Sales -> Sales orders, tab page "Status", tab page "Totals order" and tab page "Totals customer"
- menu Sales order -> Deliveries, tab page "Status" and tab page "Totals Delivery"
The parameter can be set to
1 = ((sales - purchase) / sales) * 100, this is the default setting of the parameter
2 = (sales / purchase) * 100 – 100

NOTE: also parameter 998, Margin calculation without 0-price, is used for calculating the margins.

The import of quotations and sales orders with the help of an Excel or text file has been extended. It is now possible to import lines with a file which only consists of an EAN barcode. Such files can for example be made with the help of small scanners (Opticom scanner).
For the creation of the import profile, the following two parameters have to be set first: parameter 2541 to 1 and 2542 to 1. Then create an import file in which only the position of the EAN barcode is defined in the import file. Of course the imported EAN barcodes have to be present in the stock items of WinTree.
When importing the import file on the basis of parameter 2541 the amount in the line is determined on the basis of the bundle size of the size or stock items. Parameter 2542 manages that in case an EAN barcode appears multiple times in the import file, the lines of the item are added up.

With the already existing parameter 1815 to value 1, the pricing of the new imported lines can be determined.

Using parameter 405 can be set how the representative of a quotation or sales order has to be determined. If the parameter has the value 0 then the representative from the contact information is carried over. If the parameter has the value 1 then the employee that is logged onto WinTree will be the representative of the quotation or sales order.
But if certain employees are not directly representatives but are doing the input entry for a colleague then every time the representative has to be manually changed in a quotation or sales order. To prevent this a new field 'Representative' per employee is available in the table 'Employees' (File -> Basic information -> Other -> Employees). With the help of a dropdown list, per employee one of the other employees can be selected as the representative. If now a quotation or sales order is booked with an employee with a linked colleague then the representative of the quotation or sales order is automatically set to the linked colleague. If the employees that logs onto WinTree has no linked colleague then him/herself is used as the representative. Of course the representative can always still be changed in the quotation of sales order.

When sending documents per email by default, next to the PDF file with the document, also an Excel file is sent along. This file the receiver of the email can then use to import the data into their own system.
Whether or not to include the Excel file can be set in parameter 1360. It is also possible to turn off per contact if the Excel file has to be sent.
A differing layout of the Excel file can be set per customer by TSD in collaboration with the WinTree user. With this extra fields can be added to the Excel attachment through which the receiver can have more and better data.
Please contact TSD to talk about all possibilities of this function.

The 'Management Insight' tool is provided with explanation text. Per task a description with extra explanation is added by TSD in the wizard.

With the help of [Edit] an existing Text block (visible on the right side of the menu File -> Basic information -> Texts -> Maintain Header/Footer texts) can be altered. By clicking on the button the text block is shown and can then be altered. Click on [OK] to save the altered text block in the basic information. The button [Edit] is available in the menu Maintain Header/Footer texts as well as in the various menus when using header and footer texts.

Via parameter 2552 can be set if the loading information has to be saved at the Delivery/Purchase order (default, as it is now, is value 1) or has to be saved at the transport line itself (value 2 of the parameter). With value 3 the loading information is saved in the transport addresses and also in the Delivery/Purchase order.