Using parameter 1977 (value 1), when delivering sales orders (via the menu Deliver sales orders), it is possible to generate just one delivery per full CC container. In the customer groups, you can define whether customers from the group must receive one delivery per container in this way. The container load is calculated based on the definitions from the Stock items. Upon delivery, only those plants that are allocated and present are placed in a delivery. The amounts that are not allocated or whereby the purchase batch is not yet present will remain in the sales order. These sales lines can be added to a standard delivery.

In Maintain Locations, as was already the case with Maintain Batch phases, a tab page Allocate - II has been created. This tab page is only visible if parameter 2004 has been set to value 1. On this tab page, all customer groups are displayed with a checkbox "Allocate automatically". If the checkbox is ticked, the location for the selected customer group will be used for the automatic allocation. If the checkbox for a customer group is not ticked (i.e. is NOT active) then automatic allocation will never take place, even if the location itself (tab page ‘Allocate – I) is at option 5 or higher. It is however possible to allocate via the allocation window to a location that has not been ticked (activated) for a customer group for

automatic allocation.

When parameter 1976 is defined as 1, you can enter Reservation orders. When entering a new sales order, the checkbox "Reservation order" will be displayed. If this checkbox is ticked (i.e. is active), the new sales order will become a reservation order. In that case, the sales order can not be allocated and delivered. In the case of a reservation order, a tick will be placed on tab page Info, and this cannot be modified. When standard sales orders are converted to a delivery, a check is made to see if, for that article, a reservation order for the customer is

present. If this is the case, the start quantity of this reservation line will be decreased by the quantity that is placed in the delivery. Additionally, a reference (key) to the reservation line is stored in the delivery line. If a delivery line is decreased, then a check is performed to see whether the delivery contains a reference to a reservation line. If this is the case, the reservation line is increased by the quantity that has been returned. In this way, as a result of the normal deliveries, the number of plants in the reservation order become increasingly smaller.

Note: WinTree will not send an error message if more quantities are delivered via normal deliveries than are available in a reservation order.

For the MC9*90 scanner, which is typically used for checking in/out goods, a new application has been developed for scanning orders. This means that the scanner can also be used in a Cash & Carry.

To use WinTree for sales exhibitions, the option exists to scan sales orders whereby fictitious stock is allocated. This function has been extended with the possibility to also allocate directly on purchase batches that are not present.

Contact TSD for the correct way to define this option.

In a sales order, on the tab page ‘Order status’ an extra column has been added: ‘Invoice number(s)’. This is where the invoice number of the invoice related to the sales line is displayed.

Via parameter 1815, it is possible to define whether the price must be automatically calculated when importing purchase-, sales- or quotation lines if the Price column has not been defined in the Import profile. After this parameter has been reset, any existing draft lines must be re-imported so that the prices can be calculated.

Via parameter 814, you can define that the delivery date can be transferred to the delivery via the sales order. Previously, this data was not able to be transferred via the [Direct] button. This has now been corrected. In the Direct Sales wizard, the different date fields are filled with the date from the sales order if the relevant parameters (814, 815, 816, 1707)

have a value of 2.

In the properties (tab page II) of the Order entry window, you can specify whether the tab pages Market and Fictitious draft must be made available as soon as the match code has been entered, without the size code being entered. These settings are stored in the parameters 1986 and 1987. The tab pages Market and Fictitious draft are of course only available if the relevant modules have been activated.

When creating a sales order, it was already possible to link a contact person to the sales order. You can now select a deviant contact person for the delivery. This contact person will be transferred as contact person to the delivery.

In the Stock items window, you can define whether the article is a Preferred article. Within the same Latin name (match code) you can specify a maximum of 1 article (match code + size code) as a preferred article. A check will be performed on this. In the Order entry window (for quotations and sales orders), after the match code has been entered, a check is performed to see if a preferred article is present. If this is the case, the corresponding size code is filled in and the line including the preferred article is selected. The use of the Order entry window for booking the quotation- and sales lines is compulsory for this function.

When a purchase is added, if use is made of Multi selection, it is not always directly clear which sales line is being referred to. Via the properties of the Direct purchase window, you can define whether the purchase information must be displayed at the top of the window. This setting is stored in the (user) parameter 1989.

Once a sales order has been created, it is possible to modify the VAT definition. As soon as one or more lines from the sales order have been included in a delivery (whereby it is irrelevant whether it is an active delivery or a delivery that has been confirmed), this definition will be blocked.

Often, a WinTree user will export a stock list, which is then sent to customers as an order form. If the customer completes this Excel file and returns it, the order can easily be imported into WinTree. Via parameter 1992, you can define whether lines that do not contain a quantity, or that have a zero quantity, are ignored during the import process. This parameter can be defined via the properties window of Import profiles and Import. If the parameter is activated, lines with a zero quantity will not be included during the import process and will therefore not appear in the purchase draft table (this means that they will also not be matched).

A new label is available: 'Delivery label’ (number 415). This document prints a label for each delivery, containing, amongst other things, the delivery address info. This label can be printed from an open delivery or via File ->Print (group Delivery).

Contact TSD if you wish to use this label. We can also help you create a layout for the label.

For the statistical reports 66 and 75, the print settings have been extended with an extra tab page: ‘Attributes’. This tab page is only available if the WinTree programme Plant info is activated. On this tab page, you can make an extra selection on one attribute with one attribute value.

Via parameter 1950, it is possible to define whether the cost price (batch cost price) in the statistics must be updated when a modification of the cost price is made in the menu Maintain Stock.

Parameter 1973 enables you to define the number of attributes that must be included in the ‘block’. The default value is 6. The value can be increased to a maximum of 7 attributes.

A new function is available for importing stock. When you import stock, the plant names, size codes, location numbers and phases used must already be present in WinTree. This function is extremely useful when, at the end of a season, the current stock is exported. The season is closed and the stock is deleted from WinTree. Using the Excel file, the new stock is included. This Excel file can now be imported in WinTree.

Contact TSD if you wish to use this new function.

Via the properties of the Maintain Plant Names and Maintain Plant Sizes window, it is possible to define that the search window is displayed when the Maintain Plant Sizes window is opened. For the Maintain Plant Sizes window, the following options are available:
- Display search window Yes/No
- Only search in stock items Yes/No

The options for the Maintain Plant Names window are :
- Do nothing, do not display search window
- Display search window
- Display all sizes in the window

The way stock alterations are displayed has been improved. By setting parameter 2000 to the value 1, this improved display will be activated.

For the MC9*90 scanners (used for scanning, for example, in/out goods), a new application is now available. This application enables you to use the

scanner when altering stock batches.

Contact TSD if you wish to use this new function.

TSD can add an extra calculated field ‘Currently available’ to the order entry window extra. This field calculates the free stock that is available, based on the ‘date ready’ of the batch <= system date and whether non-allocated sales lines have a delivery date more than 7 days later than the system date.

In the Order entry window, zero lines of stock batches from the previous season are also displayed. A checkbox ‘Suppress zero lines from previous season’ has been added to the Stock tab page. If this checkbox is ticked, lines with a zero amount and an inclusion date that is earlier than the start of the season will not be displayed.

If you work with supplements in WinTree, one of the supplements can be used to print out the sales price on the stock labels for the Cash & Carry.

To add a layout to this field, contact TSD.

The European Nursery Association has made a new plant name file available which can be imported into WinTree. However, this does not happen automatically, each WinTree user must take the necessary steps.

Contact TSD if you wish to import the new plant name list into WinTree. TSD will send you instructions for importing.

Privileges for deleting/adding/altering stock can now be defined via authorisations (roles).

Supplying trees and plants involves more than just delivering a specific tree or plant. The customers are increasingly demanding that the article is accompanied by labels, covers or other extras. Managing the stock of these accessories is therefore becoming more and more important. It happens too often that a plant can not be delivered because a required accessory is not in stock. Managing the stock of photo labels sorted by plant name is particularly time-consuming. WinTree now offers an option to manage your stock of accessories in a simple and easy way.

 

Read the manual Stock Control Accessories for mor information.

In the supplier information, it is possible to define a default value for the invoice discount. The data in this field is used when a purchase

invoice is created (in Nursery Manager or in Office Manager).

WinTree now displays the full company name in every dropdown list to select addresses.

There is now a button available in the toolbar for almost every menu. In the menus, the buttons that are part of a menu are also visible.

In the function Complaints registration (see also the guide in the chapter Procedures --> Complaints), the following have been modified:
- The Date, Time, and Booked By fields can be modified.
- When manually booking complaints, next to the button [Customer/Supplier] a button has been added: [Sales line/batch]. After a customer or supplier has been selected, a sales line or batch can be linked to the complaint.
- An [Example] button has been added.
- Via the Maintain complaints menu, you can now print, fax or email.
- The complaints are grouped on the printout per customer/supplier rather than having one printout per complaint.
- Complaints registration can now also be used without authorisation or multi user.

WinTree sends emails whereby the documents are sent as attachments. Using the parameter 1554, the name of the attachment can be defined. By setting this parameter to the value 2, the name can be composed via the properties of the Print selection window. So-called @-codes are used for this. The following codes can be used:
@1 = Document name
@2 = Number
@3 = Match code customer/supplier
@4 = Customer/Supplier number
@5 = Reference
@6 = Extra info

By defining the correct coding, the reply of the receiver will be immediately recognisable. If an incorrect code has been used, this will be filtered out of the file name.

The report generator Crystal Reports has been used to print documents for the past few years. Currently, version 11 is being used. As a result of the technical developments within WinTree, it was necessary to look for another report generator. TSD has found a new report generator that, in combination with a new way of printing, is quick and very reliable. From WinTree version 8137, an Output service, which will take over the tasks for printing documents from WinTree, will be available. Crystal Reports will be replaced by Fast Reports. Because the conversion of this element of WinTree will take a lot of time, the use of Fast Reports will be implemented in phases.

Initially, the following documents have been converted to Fast Reports:
• Quotation
• Order confirmation
• Delivery note
• Invoice
• Personalised stock-/ wishlist
• Purchase confirmation
• Call up
• Reminder
• Summary still to be delivered

More than 500 documents will have to be converted, so this will take a few years before the conversion process is completed. A detailed description of the new output server is available in the chapter Printing.

When adding a sales order, only the header- and footer text of the order itself is retrieved, not the delivery/invoice texts, as was the case previously. The header- and footer text will only be retrieved when a delivery or invoice is created. Exception: when you click on the buttons in the Order window to modify the delivery/invoice text, the text for the sales order will be stored and used later.The same applies to the invoice text that can be entered on the delivery. Previously, this text was filled in at the same time as the delivery was created; now, this will only be filled in when the Invoice text button in the delivery is clicked.

In the print settings of sales- and delivery labels, you can specify a language- and currency code on the tab page ‘Retail’. This has a higher priority than all other settings. This makes it possible to print labels whereby the currency and the language may deviate from the language of the customer. The language is used for printing, amongst other things, the attribute texts. In the layout of the label, the field 'deviant currency code' must be selected so that the deviant currency code can be displayed.

Contact TSD if you wish to make use of this option.

The length of the description of article groups has been increased from 25 characters to 100.