Restricting Reports by User

 It is now possible to assign reports to a report group. Users can also be assigned to a report group and then the user will only see the report  within their group.

For example a report group can be set for Finance or for Production or Customer Services.

Report Groups are created in a new Groups tab in the Reports menu. This is only available to administration users.  

This will show the available reports down the left hand side .In the middle, a report group can be selected or report groups added, edited or removed. On the right hand side the repots in the selected report group are shown and there are button to add or remove ticked  reports.

In the user configuration, there is an option to select a report group for the user. If it is not set then all reports will still be available.

Frame Pictures in Solenzara

 It is now possible to show frame pictures in Solenzara.

More information is here:https://www.hawkstonedesign.co.uk/documentation/Frame Images.pdf

Temporary Credit Release

 It can happen that it is agred that orders can be released for a customer but it is wished to keep the customer credit status as not to allow orders to be passed automatically. In other words, the customer is being monitored.

It is now possible to add a credit float to allow orders up to a certain value to be released. This is over any credit remaining that is available to the customer.  In addition, a credit release date can be set which will allow orders to be processed until the date set.

This update requires the customer table to be updated which only happens if the setting for database update is made in Annapurna settings / customer.

More information is here: Credit Release

Automatic Upload of DX Manifest

 It is possible to upload the manifest automatically by running Annapurna with MANIFEST run time parameter.  

This can be set in a batch file and the Santiago program can be used to launch the batch file at a specified time.

Business Area

 A new option for reporting and analysis has been added: Business Area,

This is intended for cases where Annapurna is running over different organisations but can be used to identify customers in different business sectors if wished. 

Where Annapurna is running over several sites connected to a central CRM system then it is possible to load an address file to coordinate addresses. The accounts are connected by a common CRM account.

Lens pricelist based on the frame supplied.

 It is now possible to connect a frame to a pricelist and this pricelist is used to price the lens and extras.

This allows for a variation on the package so that if a frame is provided then the lens pricing is changed.

The frame pricelist is held in the additional options that are accessed via the + button and is entered in the form of P1234 for pricelist 1234.

Using Additional Charges to specify a discount or a total price.

 It is now possible to create additional charges in the commercial / extras under V (voucher) which will allow the order to be assigned a discount or to be set to the total price. This is done by adding a voucher line to the order.

More details are here:Additional Charge Vouchers