Cursor and text highlighting have been improved throughout Costar.
The Quick Item Add screen has been changed so the list price can now be added when creating a new item.
Quotation
Converting a Quotation to a Wholesale order now creates the Quotation in the correct branch (i.e. the branch the quotation was created in).
Invoice
There is a new Password and Event which allows the printing of Pro-forma invoices to be controlled by a password (or pin) - Settings >> Password and Events >> Print Invoice Prior to sell
The Document Delivery Methods of the sell to customer are now used as well as the delivery methods of the Rebill customer.
Sales Analysis - Screen
The Costar Sales Analysis Tool (previously found on the desktop) has now been incorporated into Costar and is opened by clicking on the Sales Analysis - Screen menu. The old Sales Analysis Screen is still available, and can be turned back on by going to Settings >> Order Entry >> Integration2 >> Configure Microhouse Integration Providers >> Sales Analysis >> Settings and un-ticking the Use Microhouse Sales Analysis setting.
Customer Follow-up Profile Search
New menu item allows the Email customer follow-up details to be searched.
Appointment Scheduler
Scheduling an Appointment directly from an Invoice now takes you to the selected date.
Promised column now sorts correctly.
Ticking the Completed option now prompts to send an SMS.
Customer Maintenance
The Customer's name is now always displayed at the top of the Customer Maintenance form.
There are new Password and Events, which allow the changing of the Email customer follow up setting to be controlled by a password (or pin) - Settings >> Password and Events >> Customer >> Disable (un-check) Customer Profile Email and Enable Customer Profile Email
A/R Statements
The tab sequence in the report definition is now correct.
When two or more email delivery methods exist for a customer's statement, the documents on the statement are no longer doubled up and the balances are correct. A separate email is now sent for each delivery method.
Purchase Orders
A new Export button allows the exporting of a purchase order to a Microsoft Excel file or text file.
Item Maintenance
The Manufacturer and Model drop downs now display the relevant manufacturers and models.
GL Maintenance
GLs with history can now be made inactive provided
- The current years opening balance equals zero, and
- all monthly balances for the current financial year are equal to zero
Bank Reconciliation
The correct month's archived items are now displayed when clicking Show archived items
Clicking the "Show archived items" caption no longer changes the tick box. The tick box itself must be ticked before the option will change.
Sales Documents
Additional Selections are now available;
Customer Number
Cash Customer
Close Date
Document Type
Invoice Date
Rebill Customer Number
Sales Person
Sales Person of Record
Web Order
Batch number
Additional Fields have been added;
Payment 1
Payment 1 Method
Payment 1 Memo
Payment 2
Payment 2 Method
Payment 2 Memo
Payment 3
Payment 3 Method
Payment 3 Memo
Payment 4
Payment 4 Method
Payment 4 Memo