5.24 Release Notes

• Customer Pricing - You can now establish Customer Pricing with a markup percentage from Product Price or Cost.  
  • The Customer Administration screen now has a new area for Pricing. You can :
    • Markup Base: None (no change to Product Price), Price or Cost
    • Add Percentage: Enter percentage to mark up the Price or Cost to establish.  Negative Percentages will result in Sales Order prices below the Product Price or Cost.

• When you manually create a Sales Order, if the product entered has an established price, the Sales Order line price will be adjusted based on the Customer’s pricing.  The Customer’s pricing formula will display at the top of the Sales Order Pricing panel.
• You can manually override any price on the Sales Order.  If a Customer Pricing price is overridden, the new price will display in red font to indicate the change.  Also, the Customer’s Pricing formula will then display as “Manual” in the Pricing panel.

• Clear Product Pricing Data Utility - You can run the ClearProducPricingData.exe utility to zero out Price and Cost values for all products.  You may consider doing this if your existing price and/or cost data is not dependable, and you want to start with a clean slate.  This program can be found in the EmbTrak Utilities directory, which is typically only installed on the EmbTrak server.  Caution: Make a database backup prior to running this utility.  It runs immediately without any prompts.  

• Sales Order Product Line Entry - When entering a product on a Sales Order line, if the Product has no Product Type, the user will be prompted to enter one.  Select the Product Type from the dropdown, then click Save.  The Product Type will be saved for the line as also to the Product record.

• Visual Scheduler - Superorders   
  • EmbTrak has introduced Superorders
  • Increasingly, business is shifing to smaller, more specialized orders.  Often these come from eCommerce sites.
  • Superorders are automatically assembled, rulebased collections of very small orders into much larger orders. generally using the same design.
  • While the individual orders might have to be run on single head machines, Superorders can fill larger multihead machines with multiple runs.
  • Superorders are barcode scanned as a single order and display clearly as Superorders on the Visual Scheduler.

• Visual Scheduler - Product Types
  • Get Work Order Screen - You can now select specific Product Types to be returned.  Default is All Product Types
  • Product Type is now a column on the Work Order grid

• Visual Scheduler -  Machine Configuration maintenance
  • Clone Machine - The new machine now gets a default Machine Code of “Clone of ….” instead of a blank Machine Code.
  • Buckets - You can now Copy Buckets from another Machine to save time and prevent errors
  • Rates - You can now Copy Rates from another Machine to save time and prevent errors
  • Machines - Work Center is now a droplist instead of freeform entry
  • Machines - You can now assign a Machine to a Production Group.  See below.

• Visual Scheduler - Production Groups - You can now set up Production Groups to quickly work with machines on the Dashboard.  For example, You may want to Select or Display only certain Machines at one time.  Previously, you had to check them one by one.  Now, you can identify a pre-set group (ie. Production Group) of machines to select and/or display, then if necessary, fine-tune your selection from there.
  • Production Groups - To create or maintain a Production Group, go to System - Administration - Visual Scheduler - Production Groups
    • Enter a Production Group and Description.  Ex. Group: A, Desc: 1 Head Machines or Group: East, Desc: Machines on East Side of Shop
  • Machine Configuration - Under Visual Scheduler Tools, assign a Machine to a Production Group.
    
  • On the Visual Scheduler Dashboard, where you select which Machines to display or select, there’s a new panel on the right.  
    • Choose the Production Groups you want to work with by clicking on the Group and it will be highlighted.  To unchoose a group, click it again, and it will no longer be highlighted.  Then click Hide, Display or Select.
      • Hide - unchecks both Sel’d and Dspy columns
      • Display - checks Dspy column only
      • Select - checks both Sel’d and Dspy columns