Notes for Release 6.0.03.0

hpCommerce Orion Release Notes

Build 6.0.03.0

Released June 28, 2019

New Features and Functionality

• List Price and Long Description can now be edited from the Sales Order Add Item form
  When adding an item to a sales order the List Price and Long Description can now be edited right at the time an item is being added to the order.  This only affects this item's data on the given sales order.  It does not make a permanent change to the item's master record in the Part Maintenance system.  Being able to edit these items at the time you are adding the item to an order allows you to modify the List Price value to make it turn out the way you want it to if you are printing the List Price format of the Invoice.  It also allows you to quickly add an extended description to an item to help pass along extra information to the customer.  You can control if these fields display on the Add Item form by setting the options on [S-F6-F3] for "Show / Edit List Price and Long Description on Order Entry".
  
  
• Order Total breakdown on the Sales Order Items form now displays Profit Margin Amount and Profit Margin Percentage
  When viewing the items on a Sales Order you can press [F8] Order Total.  This displays a detailed breakdown of the order.  Profit details have been added to this form.
  
  
• Item Cost information for closed Invoices can now be edited
  WOW!  This is amazing.  Have you ever wanted to go back and correct the cost of goods sold for an item on a closed invoice?  Sometimes the cost of an item at the time it was sold is just simply not correct.  This can happen for a lot of reasons.  Now you can find these items and correct them as needed.  For instance, you run the Daily Sales Report from Invoices [M-L-F1-I] that gives you an excellent breakdown of profit for items sold for a period.  You find that the margin on an item is just all wrong.  You can now use the new Edit Cost of Sold Item feature [M-G-E] to locate items and edit their cost information.  This does not make a permanent change to the item's master record in the Part Maintenance system, it only updates the cost for that item on the selected invoice.  You can control if this feature is available and if you have security turned on you can control what security level is required to use the feature.  To set these settings use [S-F6-F3] "Allow Editing of Cost of Sold Items".
  
  
• New Item Label format
  A new price label has been added for items.  This new label format is label number 16 and is designed to print on a 1 x 3.5 inch label using the Dymo LabelWriter 450.
  
  
• New Order Analysis Report is available
  Now you can know everything about a Sales Order or a Quote before you commit to a sale!  This new report is a modified version of the Sales Order, Quote and Invoice.  It gives you a detailed, line by line breakdown of the profitability of each costable item on these documents.  The detailed information is then summarized to give you a Gross and Net Profitability breakdown.  Absolutely amazing and so easy to follow and digest.  If you ever wanted to perform a detailed analysis of an order or quote before or after a sale the power to do this is now at your fingertips.  You can control if this feature is available and to who by setting this control on [S-F6-F3] "Order Analysis Override Level'.  This document can be printed from many different locations:
  • For Sales Orders it is printed from the Order Items page via the [F3] "Pick Sheet / SO / Analysis" function key.
  • For Quotes it is printed from the Quote Items page via the [A] "Quote Analysis" function key.
  • For Invoices it is printed from the [M-G-A] "Invoice Analysis" form.
    
    
• Summary Details in Invoice Summary Block can now be hidden
  You can now control if the part and labor breakdowns are displayed in the summary details of the invoice block.  If all you want to do is to show the customer an invoice total and any payment total that has been applied to an invoice you can now do this.  This is great for hiding a breakdown of the total labor and parts on an invoice.  To control this feature use the settings on [S-F7-F4] "Print Total, Payments and Amount Due Only on Invoices".
  
  
• Atech Import
  If you are an Atech dealer you can now import Atech's daily update file.  Options to configure this import are found at [S-5-Shft-F1 and Shft-F2].  To get started with this import you will need to contact hpSupport for help configuring the integration.

Improvements to existing Features

• Sales History is now automatically uploaded to TaxJar
  If you are using Orion's amazing integration to TaxJar to make sure that you are always assessing the correct sales tax rate for orders shipping into states where you have economic Nexus, then Orion is now uploading to TaxJar invoice data.  This allows you to use TaxJar's sales tax reporting and filing features.
  
  
• Box Size Pop-Up for Integrated Shipping is now configurable
  If you are using Orion's incredible integrated shipping system for UPS and FedEx you can now configure the Box Size Pop-Up feature to pop-up before or after Address Verification.