March 31 - Rebate Feature, Margin Features & Dashboard Updates

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.

New default rebate field in editing sales details popup form
Rebate set at client level
  • 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.

New margins section in the order details view
  • 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

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