Notes for Release 8.0.14.0
hpCommerce Orion Release Notes
Build 8.0.14.0
Released August 23, 2022
New Features
- New Price Label
Label 24 - Avery 8160 W/ List Price has been added. This label is designed to print to a sheet of Avery 8160 labels. It is laid out just like Label 1 - Avery 8160. The exception is that it also includes the List Price to left of price specified for the label. - Reorder Point now supported for Automated Reordering and Purchasing Advice Reports
You can now manage your purchase planning by Reorder Point. This is a powerful new feature of Orion. By using Reorder Point you are specifying that you only want to consider items for purchasing if the Available Inventory gets at or lower than the item's Reorder Point. If an item has reached its Reorder Point then you have the option of bringing an item's inventory level up to either the Max, Min or Reorder Amount that you specify for each item. Here are some additional notes to help you utilize this amazing new purchasing tool:- Reorder Point has been added to the [L-L] Part Number Maintenance form. This new field has been added to the left most column about 2/3rd of the way down the form.
- The form that opens for Automated Reordering via the Purchase Order [M-S-A] and the form that opens up for Puchasing Advice Reports [M-L-F1-A] as been enhanced to support the new Reorder Point option.
- You can now save your default options for the Automated Reordering form. If you use this tool frequently and you like to use the same options each time, you can now save your default preferences.
Improvements to existing Features
- New Search Boxes on [L-K] Menu Options
Most of the "grids" on the [L-K] Menu options now include search boxes above the columns of the grids. This allows you to quickly locate an item in the grid. Many of the grids such as [L-K-8] Shelf Stock Quantities can have several thousand parts displayed for a product line code. Previously, to locate an item, you had to page down through the parts. Now you can use the search box above the Part Number column to quickly locate the item you are wanting to edit. This is a huge time saving feature. NOTE: Any adjustments made to any items in the grid are saved upon exiting the form even if the edited items are not currently displayed by the current search filter. - Xcharge Integrated Payment Processing Updated
Orion's amazing integrated payment processing has been made even better by Orion's new integration to to Xcharge. This new integration takes advantage of all of the industry's processing enhancements. Both card present transactions via equipment and card not present transactions are lightening fast. Orion's integrated payment processing is loaded with all of the features you would expect and much, much more. Orion has a state of the art Surcharge Fee System and all of the security features that you would expect from a world class processing system. - Who Bought It Export has been Enhanced
Price, Margin $, and Margin % are now included with the export of the Who Bought it search results. The same feature under Customer Management as been updated too. - Back Order Ledger has been updated with Purchase Order information
The Open Purchase Order Amount has been added to the Back Order Ledger [L-K-B] and any other location that the ledger is shown. A function key has also been added to open a list of open Purchase Orders for the selected item. These new features further enhance the Back Order Ledger to give you one touch access to all of the information regarding a given back order. - New Release Reminder moved to Thursday
Based on feedback we have moved the weekly check and reminder for a new release of Orion to Thursday. You can manually check for a new release of Orion by using [F1-E] - TaxJar Integration has been Updated
Orion's TaxJar integration has been updated to be compliant changes that TaxJar announced would be effective September 1, 2022. If you are a TaxJar user you must set the "Default Product Tax Codes" found on [S-F3]. - Control over Quote Date and Quote Expiration Date has been Added
You now have the control you have been looking for! Here are some notes about these great new features:- When a new quote is created or when you duplicate an existing quote the Quote Date is set to the current day's date.
- When a new quote is created or when you duplicate an existing quote the Quote Expiration Date is set to one month less 1 day from the current day's date.
- You are in complete control of the Quote Date and the Expiration Date. You can edit these at any time via the Quote Header form.
- The Quote Date and Expiration Date print on the Quote printouts.
- Sales Trend History has been enhanced
The Sales Trend History is accessible from several locations in Orion. One of these locations is Part Number Maintenance [L-L-F8]. A row has been added above the row labeled "Current". This row is labeled "!2 Month Totals". It totals all of the columns for the prior 12 months. - Expanded Purchase Order Items form has been enhanced
- Kit and BOM Usage has been added into the the MTD and 12 MO columns.
- These columns have been re-label to "MTD s/u" and "12 MO s/u"
- The "On SOs" column label has been modified to "On SOs s/u"
- Purchase Order Open Order Status Report has been enhanced
The Purchase Order Open Status report is [M-L-P-F2]. These adjustments have been made to the report:- It is now possible to limit the report to just one PO
- You can now print the report in PO order
- The report can now be printed in Vendor Item Order
- If the report is printed in PO order then a break between PO's in the form of a light line has been added.
- Reprinting Receiving Labels has been modified
It is now possible to reprint labels for each individual receiving for a given Purchase Order. This done via [M-S-T].
Fixes
- The report [M-L-F4-F9] Inventory Valuation Detail has been adjusted to include quantities held for Back Orders and Conversions in the Quantity Available.