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Eight features in Wholesale you didn't know yet

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Did you know in Wholesale:

  1. Since SP6 fix 38 can easily be searched via the search bar at the top right of the screen e.g. invoice number, order number, packing slip, reference, etc?
  2. Unit4 has a shipment module in which you can very easily record shipments/shipping from abroad. You can add your purchase orders to containers and very accurately record data such as container number, transport documents, notes and various costs such as import, customs, transport, etc. With this module, these costs can be perfectly proportioned to your cost price. These shipments are also clearly reflected in your stock forecast. After all, you also include a departure date and expected arrival date in the shipment.
  3. Multiple sales order screens can be opened simultaneously (from fix 28).
  4. There are often additional settings behind the right mouse button. In general, the right mouse button is still often forgotten. If you are in a sales order, for example, it allows you to easily retrieve a customer's order history or view inventory.
  5. Since the SP6 it has been possible to work with e-mail templates where a personalized signature and e-mail text can be sent with each user via an e-mail queue?
  6. 'Go to' tab is a very valuable feature? This tab allows you to zoom through to a related option anywhere in the package. For example, do you want to go from a sales order to your packing slip and to your shipment or you want to consult your sales margin during order entry? Via tab 'go to' this is a piece of cake.
  7. In Unit4 you can work with "live tiles"? These tiles are interactive and can provide you with all kinds of information. For example, you can easily see what the current daily turnover is or what the workload is in the warehouse by showing all open warehouse receipts. The tiles show a description and a number so you can see at a glance what information is involved. You can put the tiles on your own PC or on a screen in the warehouse as a practical example.
  8. In Unit4 you can work with information profiles. This valuable option is often forgotten. Are you looking for an overview that cannot be found in the standard reports? That does not mean that Unit4 cannot offer the information, because you can compile your own overviews according to your taste, so you can easily call up a screen with an extensive item master chart with photos, purchase prices, characteristics, descriptions and much more. Or e.g. a handy back overview per customer or handy financial overviews. You can also click through to the relevant sales order line.

Need help implementing the tips & tricks just mentioned? Then don't hesitate to give Logres a call. We have knowledgeable consultants on staff who will be happy to help you set up these great options with you.