We finish the week with several refinements.
Job offer handling, API integration, user management, and revenue recognition are all included in today's update!
Building Element Offer - It can be adjusted whether a warning for missing stock should be displayed, this can be set when configuring the building element. API - New translations in the API for all available languages. Users / Colleagues - Compact appearance when editing user profiles. Receipts - Corrects an error where the receipt could not be executed with incorrectly specified numerical values.We have refined our software at four points again.
The application editor job has improved, managing users/colleagues is easier, user group management is more attractive, and a rare error related to variable handling has also been fixed.
Application Editor Interface
- Improved user interface, frequently used elements are now more easily accessible
Users/Colleague Management
- Improved user interface, clearer descriptions, and prominent display of commonly used functions
- Employee management for admin users accessible from the main page in the HR section
- A separate link has been added for employee groups, and for easier navigation to the homepage
User Groups
- Redesigned simpler interface
- Added a new button to access the user/colleague list
Variables/Resources
- Fixed a bug where the total amount in an offer sometimes incorrectly gave a value of 0
Now both the shipping company and the vehicle can be selected.
In our latest update, you can now add the option to select the shipping company for the applications, and even choose the transport vehicle of the carrier company, including from subcontractors' vehicles. Additionally, the invoice list looks more appealing, and new API options are available in this update as well!
Shipping company selector component
- New building block, with which a specific shipping company can be selected for each application element
- The selected shipping company can be freely searched from the system company database
- The system displays the available registered transport vehicles of the selected shipping company and subcontractors, from which a selection can be made from a dropdown field
Invoice / Expense list
- In the invoice list, the invoice identifier is displayed in bold font, and a copy button has been added next to it for easy copying
API / Customer Management
- Customer subcontractors API, where the subcontractors associated with each customer can be managed, their list can be retrieved, and new ones can be added
- Transport vehicles API linked to customer, where the transport vehicles linked to a customer can be managed, their list can be retrieved, they can be deleted, modified, and new ones can be added
- For the transport vehicles linked to a customer, there is a validation endpoint available that validates based on the license plate whether it is linked to the customer or not
Management of transport vehicles and subcontractors associated with new clients.
In the system, it is now possible to manage authorized delivery vehicles and subcontractors associated with the customer, allowing you to record which vehicles, for example, the customer allows into their premises, which can enhance security.
Clients / Approved subcontractors- When editing clients, approved subcontractors associated with the client are now available and manageable
- Notes can be attached to subcontractors linked to clients, where the relationship nature can be defined
- It is now possible to assign transport vehicles to a company/client at the client's location
- The make, model, license plate, and chassis number of the vehicle can be specified
- This feature is useful for determining which vehicles of your transport partners can enter your premises, increasing security
- The system also displays the transport vehicles of linked subcontractors, but they are not editable (only on the subcontractor's profile page). The system displays not only the vehicle details for subcontractors' vehicles, but also the subcontractor's name
Let's start the week with a number of refinements!
New options for managing customers, better API, and updated design in the Customers and Suppliers selector component!
Clients
- Improved appearance in mobile view based on user feedback, enhancing the appearance and usability when editing a client and on the client list page
- Company registration number can now be provided by default (no need to create a separate custom field for this)
API / Clients
- Company registration number is now available in the client API as well
Supplier selection component
- Improved appearance in the supplier component, with a focus on enhancing button appearance, making information more digestible, and making the component 10% more compact
Customer credit limit utilization
In our latest update, both the API and the user interface display the utilization of the customer's credit limit. In the user interface, it is shown diagrammatically, as a percentage, and in numerical form. In the case of the API, this information can be optionally requested.
API / Clients
- The credit limit is now visible in the client API
- When requesting a client, you can now retrieve how much of the available credit limit has been used with the getClientCreditLimitData parameter
- The net credit limit is visible in all cases
Clients
- For clients, you can now see how utilized the credit limit is, displayed diagrammatically, as well as in numerical and percentage terms
- Exceeding the credit limit is displayed in red alert style in the client’s credit limit section
Better revenue generation
Our latest update brought various useful developments in the revenue recognition field: improved appearance, automatic distribution of shipping/other costs among items, and operations that can be performed with multiple products.
Inventory / Receipt
- Improved user interface in reduced scale: nicer buttons, better distinguishable subcomponents, larger label field, smaller quantity and unit field size
- The weight of the product per item is also displayed
- A checkbox has been added at the beginning of items, allowing multiple items to be selected for batch operations. If one item is selected, the option to select multiple items appears
- The selected items in bulk can be distributed among the other non-selected items. We have 4 types of logic to choose from: by value, by quantity, by weight, and manually inputted
We made four improvements to our system!
Our latest update includes enhancements and refinements, such as improvements to Settings, product management, the application store, and our checklist component.
Setting up work processes - Improved, more beautiful appearance on the work process setting page, as well as better navigation. Product editing - The design of the product editor interface has become more beautiful and user-friendly, especially in dark mode. App store - When uploading an application to an app store, the system inserts the application description into the description. Checklist building element - Improved appearance in the checklist, the buttons better fit Fryda's new direction, the layout of elements is more coherent, and the checklist table looks better. - You can also add a description in the settings of the building element, which can be used, for example, for informational purposes for your colleagues to precisely specify what to include in this section.A labor cost can now be associated with the products.
For example, if you want to link installation labor costs to a product, it may be a good idea to use the new automatic labor costs feature linked to products!
Setting option for wages- New setting option in the Settings menu, where all employee wages associations and all recorded items of work are visible at once
Linked jobs when managing products
It is now possible to record linked jobs to individual products in the inventory menu.
- We can choose these job items from the list
- Clicking in the search field will display all possible job items
- It will be visible in a separate block on the left in the product editor
- Link to the Setting option for wages
- Linked jobs are automatically added to the product list in quote and product list management ("Quote Builder" and "Product Selector" elements) when adding a product that has linked job items
An even more user-friendly app store in this update.
Today, the app store has improved its handling of larger applications, the application download interface is more informative, and new features have been added to manage connected elements. Additionally, our measurement results component has been made more visually appealing.
Application Store
- It is possible to assign a superior object property to the input fields. This setting will now also be retained by the system if we upload our software to the application store and others download it (of course, the related object will also be uploaded in this case).
- Handling of modified types during application installations (handling a large quantity of types is also solved)
- If the application installation takes longer, a progress indicator is visible
- Handling of larger applications
Measurement Results Component
- Improved appearance in case there are no recorded data yet
Our system has been expanded with a new building block.
With the new measurement results, it is now possible to display different measurement results in tabular form with our component. Descriptions as well as lower and upper limits can be linked to the component.
Measurement Results Building Element- Possible measurement results can be recorded
- The system presents measurement results in a tabular format
- Threshold values can be recorded for each property, and the system highlights in red if any specified value is outside the threshold
- The user and timestamp of each recorded value is shown
- The name of the building element can be recorded, and a description can also be associated with it, which appears on the interface where measurement results are entered
- Unlimited number of measurement results can be recorded
- Can also be accessed as variables, allowing measurement results to be embedded in documents
Create any application element via API.
Now you can create application elements through the API as well. In addition to basic data, customer data, customer address data, and values of individually created input fields can also be provided.
API - Modified, refined descriptions in the API section API - Endpoint to Create Application Element - Creating application element with API endpoint now allows to create new application elements - Following basic data can be provided: folder identifier, name, description, short description, deadline, rating, identifier, customer ID - In addition to basic data, it is possible to provide selected customer data (both ID and from the perspective of customer data), it is possible to provide customer address data, it is possible to use a unique identifier (if not used, the system will automatically create one) - It is possible to assign a value to custom input fields via the API (further developments are expected later regarding the data that can be uploaded)New attendance sheet
Our updated system includes a attendance sheet interface where the system lists all the tasks completed by a given employee. In addition, various filters and vacation tracking are also available.
HR menu / Attendance Sheet
- The menu is completely renovated with a new look and options
- Filterable by date, user / colleague, user / colleague group
- You can specify when the system should mark the user tile with an orange background (e.g., if the user has not completed their confirmed 8 hours)
- Of course, public holidays are marked with a gray background, and if the colleague is on vacation, it is indicated with green.
- The system shows the location of work and the employed work tool as well
- You can click on the application element where the colleague's work is recorded (thus being placed in context)
- Quick button for filtering by the current month and week
You can now override object properties using the input fields.
In our latest update, we have improved the Input Field component by enhancing object handling, the user interface, and the save logic.
Input Field Builder - Automatically overriding object properties
- With a new option, it is possible to create input fields in the input field builder where upon saving, the selected object's selected value is automatically overridden. Use case: in an auto repair shop, associate the selected vehicle with the selected object's value such as the machine hours for a rented equipment, or the meter reading for a selected real estate object
- Provides a more concise, smaller appearance, allowing more content to fit on a screen without scrolling
- If adding just one input field, there is no need to separately add the input field and click Save - clicking Save is enough. The system will save automatically and thus save a click
Three point update
Our latest update improved five key aspects of our system. User import, cost and invoice list management, file uploader component, wiki, and the Settings menu were all enhanced.
User Import
- If there is an email address during import, the system tries to avoid duplications based on email
- If there is no email address during import, the system tries to avoid duplications based on last name and first name
Costs and Invoice List
- Improved display in the costs / invoice list
File Uploader Component
- You can rename the component section title, so you can provide instructions on what the user should upload in this file upload field
Wiki
- Fixed a bug where after reading a wiki post, the Back button did not go back to the Wiki but to the homepage of all entries
Settings / User List
- In settings, user lists now display user groups as well
Enhanced import feature in Applications
If you create an application, you may want to import data from your previous software. This feature now has received 7 new functionalities, making it possible to even work in parallel for short periods with Fryda and your previous software.
Enhanced Importing in Applications
- Improved appearance and a clearer interface with fewer potential errors when importing
- Input fields for objects can now be specified if the application includes an object selector component. The system automatically creates object elements if they don't exist yet, and does not duplicate them if they are already present
- The selected user (e.g., selected driver or operator) can now also be specified during importing
- Selected products can be imported during data import, and the system does not duplicate application elements even if the products are listed separately
- Linked application elements can be associated based on unique identifiers, and the system will create the application element in the linked application if the specified identifier does not exist during import. This means that importing works for linked application elements as well
- Import can be executed multiple times without duplicating application elements, so concurrent work with the Fryda system and previous corporate systems will not result in error-prone duplications during data import
- The manufacturing date can be overridden during import by selecting the manufacturing date when matching during the import process
Job object matcher
Our object pairing interface has received three new features, making the object pairing interface even more user-friendly, and the cost side has also been given a new look in this update.
Object Pairing
- New multiselect (selecting multiple items simultaneously) type of selection option
- When selecting a colleague in the table, the system shows who has been selected next, thus preventing the same colleague from being selected twice
- Handling predefined exceptions that provide unique background and description for the respective column in the table
Costs Page
- Adjusted the appearance of small-scale transformed cost main page, mainly optimized for use in dark mode
Improvements in today's update
In today's update, we have improved in 4 areas: new variables, better user management, a customer rating feature, and an even smarter automated invoice creation option.
User management
- Improved appearance (especially in dark mode) of user management setting page and user/colleague profile
New variables
- The following new variables have been added to the system, net/gross/VAT amount that includes the work too
Invoice builder element
- New checkable setting: copy the work items to the invoice (defaulted to on, can be turned off)
Customer rating
- Customers can be rated in the system, with a star rating (from 1 to 5 stars). This is visible in customer profile, customer list, and customer selector element.
More comprehensible invoicing and better document editing
Thanks to our developments, the interface of the Billing has been improved and in the Document Editor it's also possible to switch to source code view.
Invoices / Costs
- A more comprehensive/nicer display in the invoices and costs menu in the document list
- Renamed the Invoices menu to Invoicing / Revenue as from now on all revenue will be displayed / managed here
Document Editor
- When editing a document, there is also an option to view the source code for editing
- We can now convert PDF quotes to a format acceptable to Fryda much quicker
New developments have been made to our Quote and Product Selection building element.
In the product selector, it is possible to set up the system to copy certain data of the selected product to a designated input field, thus ensuring even better integration between workflows. Moreover, new automations have been added to the Quote Builder, enabling the sending of even better quotes to clients!
Product Selector Element
- Provides a more beautiful and clear appearance between the settings of the building element
- After adding a new product, it is possible to copy the data into input fields: With this option, the data of the currently added product (such as price or name) can be copied into input fields. Specify which data is copied into which input field by the system. This is useful, for example, when using several products in a quote, but there are unique cases where you want to use unique pricing or naming. The data pasted into the input fields can be edited later.
Quote Builder Element
- Option to send an offer without fixed products, it is advisable to set this when the price of the quote is included in the attached PDF text.
- In the case of the quote builder element, the system automatically converts the appearance and HTML content of the email templates to be email compatible, if they are not
API enhancement, downloadable QR code, and new customer data.
4 brand new API endpoints, downloadable QR codes for customer contracts, and invoicing email addresses for customers are included in today's development package!
Customer Contracts
- For customer contracts, a QR code can also be attached to the contract and downloaded
Customer
- Users can now provide a billing email address, and invoices will be sent to this email address
API
- New QR code decoding API that returns contract ID and customer ID based on the contract's QR code
- New customer contracts API for downloading customer contract data based on customer ID
- For Customer API, the customer type (individual or company) and billing email address can be provided/retrieved
- In the order API, the customer type (individual or company) can now be specified
Many refinements by Friday!
In our latest update, we focused on refinements, making our system faster and easier to use in some areas. Additionally, you can now also delete applications.
Object pairing
- Up to 5X faster loading on the object pairing interface
User list
- The user list is always displayed in alphabetical order in the system for easier searchability
Dashboard
- Improved navigation in the company settings section
Applications
- Applications can now be deleted, but the system only allows deletion if the application is empty and does not contain any created elements.
Customer contracts
Customers can now record an unlimited number of contracts, with the option to set their validity. These effectively act as price lists that are used when selling a product. In addition to item lists, the actual scanned contract can also be uploaded to these contracts.
Customer Contracts
- Customer contracts can be defined at customers' end
- Validity can also be set for the customer contracts
- Files can be uploaded to contracts (e.g., signed contracts scanned)
- Products can be associated with contracts, at a specific price (the customer will be billed at the specified price within the contract validity)
- Quantity limits can be set for products in the contracts (if the quantity limit is exceeded, the customer will receive the products at the normal list price)
Even more advanced document handling in this update.
In our system, it is now possible to embed one document into another (using a variable) and also place a document URL, which allows, for example, any number of documents to be attached in an email.
Document Variables
- It is possible to embed one document into another using the new variables, allowing a document to be used as an attachment to another document
- It is possible to use a document URL as a variable, allowing any document to be attached, for example, to an email
- Translations have been added to the user interface when grouping variables
Fix
- An infrequent display issue in the application editor when editing a long description has been fixed
Several quote templates with our latest update.
Thanks to our latest update, you can now use multiple quote template emails in your quotes, allowing you to separate different quote formats.
Quotation building element- Possible to save multiple quotation templates, and when sending the system offers the available quotation template and sends the corresponding version. Of course, variables can still be used.
- New editor interface when editing email templates allows the use of images, tables, and other formatted elements within the quotation template.
- Unlimited number of templates can be created.
- If no quotation template is set, the system sends out a default email.