Notes for Release 7.0.09.0

hpCommerce Orion Release Notes


Build 7.0.09.0

Released February 11, 2021


New Features and Functionality

  • Recommended Accessories Pop-Up
    You can now configure Orion to pop-up a list of Recommended Accessories during Order entry.  If you want to alert you and your salespeople to opportunities to upsell items to the customer then use this handy feature to make this easy to do.  Never lose out on an opportunity and make it easy to train new-hires by using this power-assist tool.  Simply add Recommended Accessories to a Part by using [R] on the Part Number Maintenance form [L-L].  Then turn on the pop-up feature by going to [S-F7] and setting "Auto-Show Recommended Accessories" to YES.  Then whenever you add an item to an Order that has Recommended Accessories an easy to use list of accessories will prompt you to add selected items to the Order.

  • Enhanced Short Stock Messaging via Order Entry
    You can now configure Orion to pop-up special messaging when an attempt to order more than available during Sales Order entry.  Components of Kits are also considered when this special messaging is turned on.  If the available quantity is too low for the ordered quantity you have the option to correct the quantity or to continue on.  To turn this feature on by going to [S-F7] Invoice / Sales Order Preferences and setting "Display Short Stock Warning" to YES.

  • Mass Update Pricing on a Sales Order
    You can now do a mass update of pricing on a specific Sales Order.  On the Sales Order Header Page an feature has been added [F11] Update Pricing that will reset all of the item pricing on the order to the current Pricing Profile for the customer.  This is a great tool to use to address changes to orders when a customer's Pricing Profile changes.  For instance, if you move a customer from Price Level A to B after you create a large order you can now simply open the order, go the Header Page and use this new feature to update all of the Pricing.

  • Control Invoice Type by Price Level or Customer
    This is truly "having your cake and eating it too!!!"  Orion has three (3) different Invoice Types.  Now you can control what Invoice Type prints by two new ways:
    • You can control the setting by Price Level by going to [S-F7-F4] and set the "Invoice Format Price Level Overrides".
    • And you can control the Invoice Type on a customer by customer basis by setting a customer's "Invoice Format Override".

  • New Primary Vendor Reports
    A series of new reports have been added that report center on the Primary Vendor designated for a part.  You can specify a Primary Vendor for a part by using [F3] Show Vendors on the Part Number Maintenance form.  These reports are all found on the Inventory Reports Menu [M-L-F1]:
    • [Y] - Reorder Advice by Primary Vendor
    • [Z] - 12 Month Sales / Component Use by Primary Vendor
    • [1] - Gross Sales by Primary Vendor

  • Special Backorder Labels from BOM Build Shelf Stock
    You can now print the special Backorder Labels when building shelf stock via the Backorder system.  When shelf stock is built you are asked if you want to fill any open backorders.  If you say yes and you have this new feature turned on Orion will print the new Backorder label that has the customer name and product details.  These special labels can be added to the items to set them aside for backorder fulfillment.


Improvements to existing Features

  • Purchase Order Label Printing Enhanced
    Awesome new tools are available to control label printing when you print labels for a PO.  These tools are available when receiving items against a PO, reprinting labels for a PO, or pre-printing labels for a PO.  Here is a summary of these amazing new tools:
    • First of all you can turn on all of these enhanced label printing tools by going to [S-F5] Purchasing Setup and setting "Use Enhanced Label Printing when Receiving" to YES.
    • A column has been added to the Purchase Order Receiving form [M-S-C-C] called "Labels".  This defaults to the quantity "Now (Selling Units)".  You can manually edit this quantity as needed.
    • You can prevent labels from being printed by setting "Print Receiving Labels" to NO on [L-L] Part Number Maintenance.
    • If you turn on the "Use Enhanced Label Printing when Receiving" you will have the option to add additional labels to print "on-the-fly".

  • New Attention Line for Integrated Shipping
    You can now specify an "Attention" in the Ship-To of a Sales Order.  The sole purpose of this feature is to pass this information to Orion's Integrated Shipping System.  The shipping label that gets created will include the Attention information.  The Attention can be added to a Sales Order, it can also be added to a Ship-To Address for a Customer and finally the Attention can be edited while creating a Shipping Label.

  • Stored Credit Cards - New tools to easily manage and edit stored cards
    You can now manage all credit cards stored on a customer's account when you are in the process of using a card.  The credit card dialogs now have the ability for you to edit the current card, update the expiration date or billing address for instance, and the ability to delete and add new cards on the fly.  These features are available anywhere where you are working with stored cards.

  • New Email Document Type - Manufacturer Dropship Invoice
    The new document control features for email have been further enhanced by adding the new Manufacturer Dropship Invoice type.  If an Invoice is tagged as a Manufacturer Dropship then any email addresses that are tagged as "Invoice" or "Manufacturer Dropship Invoice" will be automatically selected when the Invoice is emailed via Orion.  This is one more improvement to the whole order fulfillment process flow that Orion facilitates.

  • Pick Sheet - Display Available Quantity Option
    You can specify that the Available Quantity for each item print on the Pick Sheet.  This option is set by going to [S-F7-F4] and setting "Print Qty Available on Pick Sheet" to YES.

  • Ship-To Email and Phone Number added to Sales Order, Invoice and Quote printouts
    The email and phone number details have been added to the Ship-To area of these documents.  This added information will streamline any contact needs by putting the data where it is needed most.

  • Vendor Bill History updated with Check Numbers for Partial Payments
    When a vendor bill is paid via multiple checks in Orion's excellent Bill Pay and Checking modules the multiple check numbers now appear on the Vendor Bill History form [F-F5].