Privacy on Orders - Employee accounts

 There is a new flag on the customer record which will prevent standard users from viewing the prescription details on an order.

Send an email when 'Watched' orders are completed.

 Orders can be marked as watched when there is a need to follow the progress of the order. Usually this is because there is a dialogue with the customer over the order.  There is now a setting to send an email when these orders have been completed.

More information is here:Email watched

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.