TABLE OF CONTENTS


Disclaimer

 

This update is only available to customers on a current Support & Maintenance Plan (SMP) or Synergy Software Maintenance Agreement (SSMA).

If you wish to enquire about gaining access to these updates please contact [email protected]


Minimum System Requirements

 

Please see www.synergy.net.nz/support for the minimum system requirements of Synergy applications.

New Features and Enhancements

 

Build 383 includes Booking Diary SP22 - POSLink/PumpLink Build 18.40 – Seed Dressing B98_29042021

 

Highlighted Enhancements

 

Stock Control

 

Order By Container (Box/Drum etc)

 

This build includes one of the most in-demand requests from users keen to better manage their inventory control; the ability to order products by bulk containers (box, drum, outer, pallet etc).

 

See our knowledge base article for full details on how to set up and use this new functionality, as well as our Suggested Order functionality here:

 

[Synergy] How to use 'Order by Container' and Suggested Orders

 

 

Running Total when Receiving Purchase Orders

 

For simpler reconciliation when receiving purchase orders, this screen now includes a running total:

 

Marketing / SMS

 

10 new macros have been added for SMS Templates, along with the ability to customise the sign-off name and provide more information within replies to SMS messages. See the detailed notes within this document for more info.

 

 

 

Fuel Discount Vouchers

 

Discount Vouchers can now be set up on any POS Lane (in a multi-lane site) and the changes will be reflected in all other POS lanes next time they are restarted.

 

improved Print Old Receipts screen

 

The following, improved Print Old Receipts form can be found in the POS Reports menu, providing more filters and search functionality to help locate and reprint receipts:

 

 

 

See the full Detailed Enhancement List on the following page

 

Detailed Enhancement List

 

 

Enhancements

Module

DR#

Detail

Accounts Payable

1035

ABA Banking File format has been added to the options for Banking Export files created during Payment Runs. This format is especially relevant to Australian users.

Accounts Receivable

566

GST Number field has been added to the settings tab of the Edit Client screen

Accounts Receivable

850

The Journal List displayed within Accounts Receivable will now display  a GL Analysis Code column for reference purposes.

Accounts Receivable

911

Reversed Invoices will automatically have text added referring to the invoice number of the original invoice. This text can be edited/removed during the reversal process.

Accounts Receivable

1019

Several Accounts Receivable Reports have been added to the Detail Setup section of User/Staff Maintenance    > Security Setup enabling users to provide access to trasnsactions lists but block access to reports for specific users.

Accounts Receivable

1025

Extended the customer email address field to 100 characters

POS / PumpLink

B1836

Significant User Interface redesign of the Reprint Old Receipts screen in the POS Reports Menu, to include additional filters and search functionality.

POS / PumpLink

B1838

Data management improvements implemented to provide a better framework for back-office reporting.

POS / PumpLink

B1840

Fuel Discount Vouchers can now be set up in either POS lane and the changes will be automatically brought into other POS lanes when they are next closed & reopened.

Seed Dressing

B97

KG values greater than 999 will now be allowed in the Container Size field.

SMS

1034

Added option to specify a custom ‘sign off name’ in SMS messages sent from Synergy. Please see KB article: [Synergy] SMS User Guide

SMS

1084

Customer names will now be included in a much wider range of replies to SMS messages.

SMS

1057 & 1034

10 additional Macros have been added for use in SMS Templates, providing additional options for customer name, vehicle reminder details etc.

Stock Control

861

Export to PDF option added to Stocktake Report within the stocktaking functionality

Stock Control

976

Products can now be set up to be ordered in bulk by package/box/drum etc, please refer to the KB article link within the Highlighted Enhancements section of this document.

Stock Control

1051

A running total has been added to the Receive Purchase Order screen.

System

999

System Event Reports have been enhanced to provide more detail regarding the Operating System installed on the computer the report is generated from.


Fixes

 

Fixes

Module

DR#

Detail

Accounts Receivable

994

Data integrity improvements when deleting a saved invoice to mitigate impacts of related time-clocking transactions.

Accounts Receivable

1082

Resolves issues when emailing PDF files to customers with a forward slash in the customer name field.

Cashbook

68

Altered the presentation and formatting of the Transaction Analysis by Accountants Codes to better align with the Transaction Analysis by My Codes report.

POS / PumpLink

B1836

Reinforced the process of allocating transaction ids for SAM integrated systems.

Seed Dressing

B97

Resolves an issue users could not attach files to Seed Dressing Lines with a forward slash or backslash in the Line Number field.

Seed Dressing

B98

Resolves an issue causing ‘Attempting to run 2 copies at once’ error when viewing a finalized dressing return at the same time as a second user was attempting to log in to the SD system.

SMS

1042

Enhancements to the logging of SMS messages in the SMS log.

Stock Control

1021

Improved alignment of Order Number field on the printed Purchase Order report (non-customised reports only).

 

 

 

 

If you have any questions regarding Synergy Build 383, please contact the helpdesk on 09 583 2455 or email [email protected]