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.