March 31 - Rebate Feature, Margin Features & Dashboard Updates
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New Feature: Rebates
Now a rebate percentage can be set at client, order and/or product level so it can be applied to the garment cost for all client's orders or for specific orders.
Now, from the clients module, a new option is going to be available under the Sales Details section: Default Rebate %. This Rebate Feature will allow clients to receive a rebate as part of their garment sell price. The rebate amount is added to the garment cost upfront, and clients receive a kickback later.
At the order level, a new field is going to be displayed in the order details view, in the order details main form. Also, a toggle is going to be placed right next to the input to enable/disable the order rebate.
At the order's product level, there's a new field to set a custom rebate percentage per product if needed. Also, a new column was added: Cost+Rebate, which display the garment final cost. Also, the product layout was modified in order to use full width for the product details table.
Rebates reporting is available in Reports Beta view.
Last considerations:
In order for rebate feature to work, rebate must be enabled at client level and enabled at order level as well.
If a different percentage value is set at order level, that's the one is going to be used.
If any value is set at product level, that's the one is going to be used as long as the rebate is enabled at order and client levels.
Whenever rebate value is changed whether on the client level, order level, or product level, an order confirmation must be done in order to recalculate the final order rebate total. Otherwise the previous calculation is going to be used for reporting and therefore, payments.
New Feature: New Margins Section In Order Details View
Now, in the order details view, a new section is going to be displayed at the right side bottom: The margins section. This new card will display some totals related exclusively to revenue, costs and markups.
Calculation formulas:
Revenue: order total - shipping cost
Garments: purchase orders total sum
Affiliate: Affiliate orders total
Shipping cost: order shipping cost total
Total: revenue - (garments + affiliate + shipping cost)
Gross markup: total * 100 / revenue
Improvements and Bugfixes:
Sales & AM Dashboard Improvements:
Improved UI
Added Orders in Production table
Added Orders by Client graph
Allow users to view Orders & Revenue /Percentages for each client in the date range.
Added Orders by Sales/AM graph
Allow users to view Orders & Revenue /Percentages for each Sales/AM user in the date range.
Added Estimates by Sales/AM graph
Allow users to view Estimates & Revenue /Percentages for each Sales/AM user in the date range.
Added Entries by Sales/AM graph
Allow users to view Entries & Revenue /Percentages for each Sales/AM user in the date range.
Fixed years values were removed in Production Dashboard's Impression Capacity chart
Fixed bug on saving position's notes in design details view
Use product name in case brand name is not available on printing press instructions pdf
Handle state appropriately if international country is selected on adding a distribution address
Removed paid order from production queue list
Added a testing payload to bypass current constraint like buying actual shipping labels, marking all boxes shipped & auto status
Fixed bug on sending invoices when no positions available
Fixed bug on saving height in screensets view
Modified how schedule board auto stop works:
Now paused jobs are not going to be considered as running jobs, meaning, they are not going to be stopped when user tries to start a new job in the same machine
Fixed order auto status when completing jobs in scheduleboard:
Now we are running the order auto status logic on the backend in 3 different scenarios:
When jobs size distributions are toggled
When a job completion is toggled
When a job is auto stopped (marked as completed) on starting a new job in the same machine
