Updated appearance on the product pages
We have made several visual modifications and updated the inventory management interfaces to be even more informative in today's update!
Inventory Homepage- Updated compact appearance on the inventory homepage
- If a product is automatically created, a green A-letter badge will appear next to the product code
- If a warehouse is automatically created, a green A-letter badge will appear next to the warehouse name
- If a shelf code is automatically created, a green A-letter badge will appear next to the shelf code name
- If an inventory movement document is automatically created (e.g., during inventory import), a green A-letter badge will appear next to the document type indicator
Inventory import
In our latest update, our system has been expanded with a super smart inventory importer! Thanks to this, if you are moving into our system now, you can upload an inventory Excel in a way that the receipts are automatically generated! (Of course, only if the imported file contains this information). Thanks to this development, introducing the software becomes even easier!
Inventory Import Function
- From the inventory dashboard, the inventory import page is now accessible through a separate menu item where the system guides you through the inventory import steps, with a simple description for each step.
- Processing starts immediately after file upload.
- System highlights the already matched fields in blue during data matching.
- Functionality is only accessible to admin users.
- System creates products if necessary.
- System creates warehouses and shelf codes if necessary.
- System also generates receipt documents if needed, so an inventory import can include historical data along with receipts.
Improved appearance and enhanced functionality
Our latest update brings a refreshed look to the Related Item Selector component, changes the functionality of Invoice Generation, and brings bug fixes to table management.
Related item selection
- Improved appearance in the updated version, especially in dark mode, enhancing the readability and visibility of buttons
Creating invoices
- In case of invoice preview, the system will no longer send the email template set for invoices
Tables
- A rare bug has been fixed, which caused tables not to load in certain places (such as invoice list and object pairing)
Enhanced relationship application components
As a new feature, you can now also create performance certificates, and the system will display subcontractors in the case of linked items.
Connected application items building block
- Slightly modified appearance in the building block
- Subcontractors are now visible in a separate column in the item table
- A completion certificate in PDF format can be generated if a subcontractor is selected in the connected application element, a new button has been added for this purpose, clicking on this button will generate the completion certificate.
Customer portal week - registration on the public customer portal.
As a closure of this week, the registration function has become available on our customer portal! Your customers can now register with us and access the services that require logging in on the customer portal.
Registration on the Customer Portal
- Among the basic settings of the customer portal, you can specify whether registration on the customer portal is allowed
- As a result, in the customer list, it is visible whether a specific customer is registered on the customer portal
- The system provides a separate registration interface for companies and individuals
- During registration, providing some data is mandatory in the system
- After registration, it can be set whether the customer should be automatically logged in or not
Customer portal week - adding an object to the customer portal
With this new building block, the customer can add their own object (the object being something that belongs to the customer, whose properties you can define in the Fryda system), so a well-structured customer portal can take even more burden off your shoulders!
Add New Customer Object
- Adding a new customer object is a building block that allows the logged-in customer to add a new object (the object is something belonging to the customer, for example, customer's car, customer's land, etc.)
- You can specify the object type and the fields that need to be added among the object settings
- Configurable message for successful object addition
- Text for the add button can also be configured
- As this is a completely new building block, the customer can now work with 12 building blocks while building the customer portal
Better Mobile View
- Improved mobile usability on the customer object editor interface
Customer portal week - new component and further development of an existing one
New Customer object table component, which allows customer objects (the customer's details that you can provide in the program) to be displayed in a tabular format, and the Active Application elements component has been improved even further during the construction of the customer portal!
Customer portal active application card
- The application selector has become more informative, the system shows the application group, making it easier to distinguish which application we are selecting when there are multiple applications
- Informative settings page
Customer portal new component: Customer object table
- Configurable to display which object data we want to show in the table
- Adjustable display properties (width, font size) separately in tablet and desktop views (mobile view is predefined by the system)
- The system displays the name of the currently active application (where the particular object has been selected) or the name saved for the customer portal
Customer portal week - Public application name
In order to make the customer portal even more informative, a kind of alias or nickname can now be assigned to applications, so that the customer does not see "Vehicle Repair" (which may be the name of the application) on customer object cards, but instead sees "Repairs in Progress" (which can be specified for applications).
Customer portal setting for applications
- In the application settings, there is a new option available, which allows specifying how the application should be displayed in the customer object list if there is an active application element selected for that object. It determines how the application message should appear, not its name. For example, in the case of 'Java', it shows the message, e.g., 'Under maintenance'
Customer portal component - Customer object cards
- For logged out users, no data is visible anymore
- The system displays the currently active application name (where the object has been selected) or the name saved in the customer portal
Customer portal week - logging in to the public customer portal
This week we are releasing updates to the customer portal, first and foremost the login is now available on the public customer portal, and in addition, resetting a forgotten password is also possible.
Login on the public customer portal
- The login option is also available on the public customer portal
- In addition to login, the option for forgotten password is also available
- Login is only available to registered or pre-defined customers
We say goodbye to the work week with an upgraded customer selector.
In our latest update, the customer selection building block has been improved even further. It is now possible to delete customers at the same time, and the option to send emails to customers has become more informative.
Customer Selector Component
- Now, if there are more than 5 selected customers, it is possible to delete all customers at once
- Sending an email to a customer now pops up the recipients list, where you can individually toggle who you want to send the email to. In addition, the system displays a list of contact persons, allowing you to send emails to them as well
- The process of sending an email and the confirmation of successful sending are now visible when sending an email to a customer
Developed email sending and stability improvements
Our latest update brings significant improvements in the configurable SMTP account settings for sending emails, in terms of customization, compatibility, and separability.
Email SMTP account Imm- Stabilit
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An even better customer portal can be created with our system.
Thanks to our new menu development, you can now create an even better customer portal.
Customer portal subpages
- With the customer portal (i.e., the website that can be created with Fryd), subpages can now be created in the Settings, allowing for the creation of much more complex, hierarchical, and extensive customer portals
- Unlimited number of subpages can be created
- The subpages are immediately visible on the customer portal as well
Tasks related to customer relationship management (CRM)
A specifically CRM-type feature with which task types (e.g. phone call or email) can be recorded for customers, and on the customer summary page these tasks are clearly visible and manageable in chronological order, making our system even better CRM-oriented!
Customer Tasks
- The customer tasks functionality is available on the customer summary page
- Here you can choose from different types of tasks like phone call, email, physical package delivery, and notification
- Icons are assigned to each type of task
- On the customer page, customer tasks and the application elements where the customer has been selected are displayed in chronological order
- Overdue tasks that have not been completed are highlighted with a red mark and a specific icon
- Custom customer tasks can also be recorded at a later time
The main page widget for your own tasks has been developed further.
It now appears automatically even if it is not added to the homepage, in the case where there is an active or expired task for the specific user, making it more transparent and even simpler for colleagues to manage their tasks.
My tasks- Changed the display of my tasks
- The system puts the widget at the top of the homepage even if it is not activated anywhere, but there are my tasks
- Tasks created during work organization are also visible
- The system shows the number of unfinished tasks and displays them with a button press
- In the my task list, the tasks for the current day are visible
Job order management and notifications
The order table has become even more user-friendly and notifications now appear faster as well.
Order List
- The external identifier is now displayed in a separate column among the orders (e.g., connected webshop order or connected payment service transaction identifier)
Notifications
- The customized notification engine now operates faster and more efficiently
Renewed table engine in our system.
We are using a completely revamped spreadsheet engine, which has made managing invoices and expenses even better!
Invoice / Expense list
- Completely renewed invoice and expense list format that can be navigated even with a keyboard. Both the invoice/expense identifier and the header are always visible, more compact appearance, filtering options, easier copying, and a nicer design await our customers.
A new document editor and formatted description can be added to the products.
Thanks to our new document editor, you can now use even more formatting options while editing documents. In addition, for products, you can now provide formatted text not only for the products themselves, but also for product categories.
Product Categories
- When editing descriptions under product categories, formatted text can now be provided with various formatting options.
Products
- When editing descriptions under product categories, formatted text can now be provided with various formatting options. The first few paragraphs of formatted text can be seen in list view, and the system also sends out the formatted text through the API.
Documents
- New document editing interface with multiple options
More manageable manufacturing building blocks and new API option
In this update, the manufacturing component has become more user-friendly, and the customer contracts API now includes an option to offload tasks for Fryda users.
Customer Contracts API
- A new parameter is available to retrieve the default (containing list prices) price list (in case the customer does not have a price list/contract, prices should still be accessible)
Manufacturing Component
- Redesigned user interface with clearer labels for easier usability
Advanced company group-level operations and customer API.
In this update, it is now possible to manage a shared customer database at the company group level, and both the customer address API and customer API have been improved!
Company Group Level Customer Database
- When setting up companies, if there are more than one company recorded, creating a kind of company group, it can be set that customers are displayed the same way for every company (meaning there should be a shared/common customer database).
Customer Address API
- If there is no specifically recorded billing or shipping address, but there is one recorded address, the system will return this address for both billing and shipping.
Customers API
- If you set the option for company group level shared customer database, the API will also return all customers (applicable to company and not company group).
- For customer data, the type of customer (individual / company) will be automatically determined even if it is not provided (e.g., in case of migrated data).
Job data import and API development
Based on feedback from our users, we have improved the data import sections. The new version makes it easier to work with and reduces the possibility of errors while using it!
Data Import
- In the system, in all data import locations where there is a selected data mapping, it is indicated with a blue border in case of a dropdown menu, making it easy to determine which data fields have already been matched for the columns to be imported. Of course, when the system automatically pairs data (because it can learn or provide automatic suggestions, e.g., for a client import, receipt, or quote), the entries marked by the system can also be seen with a blue border after loading.
Client API
- When requesting addresses, if a specific address type is requested and there is no result, the system returns the address if only 1 address is saved for the client in total.
In our latest update, we have further developed the Quote Builder component.
More information about rejected quotes and a clearer appearance in our update today!
Building element offer - The reason for rejection is visible on the surface when rejecting the offer - Both acceptance and rejection are indicated by a comment icon Offer sent to the customer - In case of rejection, the reason for rejection, the name of the person who clicked the rejection button, and the date of rejection are visible - Both acceptance and rejection are indicated by a comment iconBetter data import in the system!
Data importing is often necessary, and this update significantly improves that process. Importing can now be up to 10 times faster, and the feedback is also greatly improved!
Quote Building Element and Application Element Import - When importing, it is enough to drag the file into the upload field and the upload will start, there is no need to click on the Upload button - When uploading, the upload button will change to a progress indicator - The import process itself has become significantly faster for xlsx files Data Import in Other Parts of the System - The import process has become significantly faster for xlsx files - Error messages display has improved during the import processEmail preview when sending the quote and a more attractive ordering interface
With our latest update, we have introduced the ability to preview emails before sending quotes, and we have also made the order management interface more appealing.
Ordering interface
- Customized design, clearer appearance
- Order time is now visible on the interface
Quote Building Block - Email Preview
- New setting: Preview before sending email, this is located between the settings of the Quote Building Block
- With this option, the system displays the text and subject of the message to be sent, as well as the recipient. Each of this data is reviewable and editable.
- Once editing is done or if the system is set to send correctly, just click on the send button
- Email-related settings have been placed in a separate section within the Building Block settings panel
Significantly accelerated the handling of the object matcher.
Our latest development significantly speeds up the use of the program on the object pairing interface, and also fixes an error with the ingredients.