Hi,
I just updated to 21.03.16 and got a mess in existing quotes and orders (both sales and purchase). Also extra columns are added.
A couple of examples:
Purchase order: Total doesn’t look at Qty x Unit price but just copies Qty
Sales quote: empty Qty remains faded 0 and digiting 0 keeps counting 1. The same happens for the Purchase order.
That’s because of all of the users that are constantly pushing for such hideous format.
It appears that nobody gets that you can only quote inclusive prices or exclusive prices at a time but never both. I mean really, what is the use of having redundant information? No one knows but this still want it.
Anyway this ungodly format is one prime example of design by committee.
I’m not able to reproduce the issue with totals not adding up properly. Are you using desktop edition on Windows? Is this with WebView2 installed? (there is a prompt to install WebView2 if it’s not when launching Manager).
As for the extra columns, they only show if checkbox Amounts are tax inclusive is unchecked. If it’s unchecked, Manager will calculate tax amount and tax inclusive totals as you go. There will further calibration to make things as simple (or complex) as user desires but I’m not there yet.
As for the zero quantity, well… this is when quote contains items which do not have quantity. You can still have price and being added to the quote total. But this aspect needs to be made more intuitive.
But isn’t it useful to see tax amounts and tax inclusive line total? One reason for doing this is that tax amounts are calculated per line item, rounded then added up. This is standard in every double-entry accounting system. By showing how it’s done as you go, it eliminates confusion when users try to multiply transaction total by tax rate and end up with different tax amount (off by a cent or two).
Yes. It shows unit of measure for item you have selected but if you leave Unit name empty when creating your items, the space will not show anything.
We then whenever want to use that template, open it up and clone it. The issues we are having are as follows.
1- On the date location, before the update, when we click the type box, we used to be able to choose TODAY, instead of scrolling through the mini calendar, now that is gone??
2- The ZERO qty doesnt work anymore which is problematic for us as we have optional extras noted on quotes (pic below), where now it adds it as 1???
We only use manager for quoting and invoices and this will make the cloud based version redundant as we would have to revert back to a desktop version before the update and drop the cloud version… please advise
How do you use zero quantity concept? If the quote is only to show prices, then I guess it’s not required to see total. There is a checkbox on the quote that says Hide total amount.
Why not issue quotes with the Hide total amount checkbox ticked?
It wont work for us to use the hide total concept.
In our case we supply portable homes. These are kits and have many optional extras. It was working great where we include X, Y, Z items at say a total of 10k which shows as the total at the bottom of the quote, but to showcase to customers other possible EXTRAS, we include this in the quote after the X, Y, Z items, but with QTY as ZERO, to allow the customer to show each indiviual EXTRA in a seperate line item so it makes it clear what the cost is if they do choose it. (See example below)
Note in the image above, the total amount quoted before the update should not have included the optional extras, where now it is included… not only this an issue going forward, but its an issue for all quotes we have issued as its no longer corrected stated on our system VS. the ones already sent to customers.
I wouldve thought its a simple thing to allow for QTY to pick up the value 0 and times it by the amount stated on unit price therefore totaling it as 0, instead of system picking up 0=1
we literally have our admin/sales staff sitting here just waiting on a solution as they just cant work if this is not going to be fixed…
@lubos please just let us know if this will be sorted so we can revert back to a desktop version before the update if it wont, as its a very time sensitive issue - our whole business is on hold pending your feedback
@lubos Just a final query. With this update, the existing quotes that used to have the qty as zero before the update at now blank after the update, thus all the existing quotes have incorrect values, as blank=1, is there a way we can adjust all blanks to equal zero or do we have to go through every single quote and type zero in the QTY blank line items?
Unfortunately no recent backup. Certainly we will be backing up daily from now on. (An auto backup of say 30 days available for cloud based customers would be an amazing feature to have).
Cant find any undoing available on history to reverse program update change so I guess that has never materlised yet.
I didnt realise how vulnerable we could be to changes due to auto updates.