New information in files and lists, grouping of contractors and other novelties

In recent weeks, we have introduced the following new features to the system:

International transport licence in the carrier file and automatic verification of its validity

In the new version of the system, we have added the option to verify the international transport licence when approving an order. It can be activated by going to the system configuration (Configuration >> System configuration >> tab Order handling >> field Verification of carrier documents).

Once it has been activated, it is possible to add an international transport licence together with its validity period in the carrier’s file (Files >> Carriers (edit selected contractor) >> section OCP and licenses). This document will be automatically verified when approving orders.

Contractor groups with a common trade credit limit

We have also introduced the possibility of creating contractor groups with the option of assigning them a common trade credit limit. The function is available in the list with contractors (Files >> Customers / Carriers / All contractors) and allows several related contractors to be assigned to one group for which a joint credit limit applies.

When the joint credit is activated, the individual settings of the group members are overwritten by a joint value, which in total applies to the entire group. If the group is dissolved, all former members of the group are automatically set to a trade credit of 0.

The new mechanism has been generalised to allow the creation of any group of operational (non-accounting) counterparties:

• Each group must have a unique name.
• A counterparty can only belong to one group at a time. 
• Creating, editing and deleting groups requires separate rights – available by default to administrators and management.

In addition, two new columns have been added to the contractor list: Contractor group, which displays the name of the assigned group, and Value of unpaid client orders of contractor group, presenting the total value of debts of all members of a given group. Both columns are sortable, making it easier to analyse the data. We have also introduced a new Contractor group filter, enabling a quick search for contractors belonging to a selected group.

Improved visibility of warnings about duplicate purchase invoices and credit notes

The system now features a warning function for duplicate purchase invoice and credit note numbers when they are registered (Configuration >> System configuration >> Accounting tab >> Check uniqueness of document number field).

To reduce the risk of inadvertently registering duplicate documents, we have added an additional confirmation window – visible when the warning option is enabled (not blocked). If a duplicate is detected, the user will receive a clear message and must confirm that they wish to register a document with the same number. This change increases control over the correctness of the accounting data and helps to eliminate errors in the circulation of purchase documents.

New column with branch name in the list of orders

We have added a new column to the list with all orders and orders in progress with the name of the branch to which a given order is assigned. This solution improves the management of orders and makes it possible to identify their organisational affiliation more quickly.

New integration with T-CARS GPS

The last new feature is the integration with the telematics provider T-CARS, which allows you to keep track of the vehicle’s location directly in the system. With this feature, you can quickly see where the vehicle executing the order is located, which significantly facilitates planning, transport supervision and faster response to any deviations from the plan.

Need more information on new features and system improvements? Contact us.

* Features available in selected packages.