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2022.07.16- P7 Product Release Notes

We have made some big inroads in this development period for our Billing intergration with Xero. So not too much to see outside of routine improvements and bugfixes, great steps forward in broadening our foundation.

Use the below links to fast track to your area of interest. 

1. Pathway to XERO

2. General Product updates & Enhancements

3. Report Updates

The Big Stuff - PATHWAY TO XERO
Pathway to XERO - Manual Charges
WHAT: Manual Charges
WHO: Livestock Agents
Details: Allow users to create manual charges and apply these to the Rule Builder
Pathway to XERO - Manual Charge Labels
WHAT: Manual Charge Labels
WHO: Livestock Agents
Details: Allow users to create & link Labels to manual charges to influence Rule Builder outcomes.
Pathway to XERO - Payment Terms Input
WHAT: Payment Terms
WHO: Livestock Agents
Details: Allow users to customise payment terms for billing
Pathway to XERO - GL Codes
WHAT: Add GL Codes to Rules
WHO: Livestock Agents
Details: Allow users to link GL codes to rules & charges
Pathway to XERO - Descriptive text input on Rules
WHAT: Text Input
WHO: Livestock Agents

Details: Allow users to add free text input to rules for internal explanation in human-friendly terms.
Pathway to XERO - Billing AgGrid
WHAT: Visualise Rule Builder Output in Grid table.
WHO: Livestock Agents
Details: Allow users to visualise rule builder outputs on the screen in a Grid format. 
Pathway to XERO - Invoice Numbering
WHAT: Manual Start Number insert 
WHO: Livestock Agents
Details: Allow users to insert the next invoice number from their accounting system to maintain continuity between systems. 
Pathway to XERO - Default Xero Tenant
WHAT: Default Xero Tenant
WHO: Livestock Agents
Details: Allow users to move between 'Production' & 'Testing' Xero tenant for training & testing purposes. 

General Updates
Bidder Registration form improvements
WHAT: Updates to Bidder Rego From
WHO: Buyers, Livestock Agents & Saleyard Users
Details: 

*FIRST NAME: Populates 'Email Recipient's First Name'
*LAST NAME: Populates 'Email Recipient's Last Name'
*EMAIL: Populates 'Email Recipient's Email Address'
PHONE: Populates 'Email Recipient's Phone Number'
*BUYERS ACCOUNT / TRADING NAME: Populates 'Buyer & Buyer Way/ Account'.
STOCK AGENCY/INVOICE TO: Populates 'Invoice To'
*DESTINATION PIC: Populates 'Properties'
DELIVERY ADDRESS: Now using Google Maps search
POSTAL ADDRESS: Collapsed section, “+ Show” to expand another Google Maps search)
NOTES: Still free text.
Bidder Registration form link
WHAT: Easy access to bidder rego form link
WHO: Livestock Agents & Saleyard Users
Details: Expose the Bidder Rego form link for easy sharing. 
Delete erroneous Bidder Registrations
WHAT: Delete Bidder Registrations
WHO: Saleyard Users
Details: Allow users to easily delete bidder registration when required. 
PIC Setting - UX improvements
WHAT: Update to PIC setting on Buyer Screen
WHO: Livestock Agents & Saleyard Users
Details: Enhance the useability of setting an existing or new PIC from the three dots menu on the Buyer Tab. 
NLIS Sightings Call
WHAT: Additional NLIS transaction
WHO: Saleyard Users
Details: Allow Saleyard Users to perform NLIS Sighting transactions when required.
Quick Sell Updates
WHAT: Quick Sell Updates
WHO: Saleyard Users
Details: Slight adjustment to the order of data entry for Quick Sell, plus the ability to use the Page Up/Page Down buttons to move between lots.
Create Consignment from NVD Screen
WHAT: Create a new consignment from the NVD screen.
WHO: Livestock Agents & Saleyard Users
DETAILS: Ever got to an NVD to map and realised the Vendors Consignment has not been loaded? Now you can just add a new consignment form the NVD mapping screen - When no vendor is selected a little + icon will be on the right, click that and you can create a new consignment & map the deck.
Enhancements to Auction Splitting
WHAT: Increased speed in Auction Selling screen.
WHO: Livestock Agents, Saleyard Users
Details: Workflow enhancements to reduce clicks and increase speed when splitting single lots pens in Auction selling screen. Now a single lot will not make you show the lot before splitting, this will allow the user to quickly split and mark a lot (if required) with less button clicks.
Invalid EID Warning
WHAT: Invalid EID’s previously use to present as an Exception, now they will just be a warning. Meaning no action is required prior to confirming a sale.
WHO: Livestock Agents & Saleyard Users
Details: Previously an invalid EID presented as an Exception, this meant the user had troubles confirming a sale. Now these issues have been relaxed to just be a Warning. If you want to totally remove the EID form your sale, this can be done from the EID’s table >EDIT EID > DELETE.
DPen on Salewatcher
WHAT: Enhancements to SaleWatcher for DPen
WHO: Saleyard Users
Details: Allow Saleyard Users to toggle between Selling Pen or Delivery Pen in some views on the Salewatcher screens.
Adjustment to SG8.XML file
WHAT: An update to the SG8.XML file for Breed.
WHO: SaleG8 users (Livestock Agent)
Details: Adjustment to the content in the Breed section of Sale Lot data, this will allow SaleG8 users to import the Breed Name into the product description for reports.
Adjust GST Check Logic
WHAT: Better UX on GST Status for Businesses
WHO: Livestock Agents & Saleyard Users
Details: Better awareness of GST status and a manual trigger to re-check GST status for a business. 

REPORT UPDATES
Agent Market Reports
WHAT: Whole of Market report for Livestock Agents
WHO: Livestock Agents
Details: Agents can now download a market report for the whole saleyard from their access.
Fav. Reports in Buyer Tab
WHAT: Buyer Purchase Check, Outward Movement (Weighbill) and Buyer Details Report now available from Buyer Tab.
WHO: Livestock Agents & Saleyard Users
Details: If you have either of the above reports set as a favourite they will become available from the three donuts menu on the Buyer Tab - This function will be more broadly spread across the application in the coming releases so keep an eye out. 
Buyer Purchase Check Report
WHAT: Handle Registered Bidders in Buyer purchase Check report
WHO: Livestock Agents & Saleyard Users
Details: When Registered Bidders are used in a livestock sale the Buyer Purchase Check Report will show the Bidder Number and also adjust the sort order of the pages by Bidder Number. 
Agent Sale Reports (Whole Market)
WHAT: An Agent Sale Report for the entire sale.
WHO: Saleyard Users
Details: Allow Saleyard Users to run an Agent Sale report for the entire market - for Stud Sales.