We are closing the week with developments related to invoicing and invoice creation.

In our regular Friday package containing minor enhancements, we have added new invoice view options, as well as further developed our component called "Create New Invoice"!

Invoice list

  • The invoice preview has been made more compact
  • New Invoice viewing option, which allows viewing the invoice image

 

New invoice creation component

  • Better table if there are multiple invoices (e.g., credit notes)
  • Issuing a new invoice after a credit note has become simpler in the building block

Enhanced contractual item prices for building components.

Thank you for using this and sending development suggestions for our Construction Item Prices (project budget) building block. Based on user feedback, we have significantly enhanced the element, making it more transparent and visually appealing, and it now includes a separate toggleable fee development as well.

Contractual item prices construction element
  • Now the separate workday management can be turned on. If you switch it on, then a separate work row can also be added to the contractual items, so the total cost item will consist of the sum of material + work costs. (accessible in calendar view)
  • Individual net price can also be specified for any item when adding the item
  • When adding an item, a transformed table, more compact, more comprehensible view. The net unit price of the product to be added and the total amount next to the quantity can be specified separately. When you enter any of these, the other fields will automatically change. The same applies when adding a workday.
  • If we turn on workday management, then it will separately show which columns correspond to the products and which to the workdays

A new building block that allows you to add a signature area in your applications!

If it is necessary to store signatures in your applications for any reason, you can do so now.

Signature Pad Element

  • It is possible to place the signature surface in the applications
  • The signing can be done with the cursor or on a touch screen
  • The signature is deletable
  • The exact date and time of the saved signature is displayed

HR, invoicing, and credit limit widget developments.

Handling coworkers became easier, more information is now visible in the co-worker table. Additionally, the clarity of the invoice list page has improved, and the main page's credit limit widget has also become more visually appealing and informative!

Employee Table

  • A more clear and organized list of employees
  • If the list involves company groups, the companies are visible in the table, and filtering by companies is also possible
  • The tools assigned to each employee are visible in the employee table

 

Invoice List

  • Easier scrolling on the invoice/cost list in compact view. Now it is enough to just hold the cursor as if working on a touchscreen

 

Main Page Credit Limit Widget

  • Modified and more clear display, accommodating 40% more information in a compact space, while enhancing the appearance

Let's start the week with new product management options!

Our latest update brings improved inventory management and the option to correct receipts shortly after they have been processed, making it more user-friendly. Additionally, the visualization of receipts has been enhanced to be more aesthetically pleasing and compact.

Inventory

  • It is possible to right-click on a product in the product list and select "Open in new window"
  • If we select a product category or warehouse, then go back after clicking on a product, the selected warehouse remains

 

Reception

  • After receiving, for 3 days (so if you receive on Friday, you can modify it on Monday), there is an opportunity to modify the quantities of receipts. The system executes inventory movement changes, so there is a trace of error correction.
  • A nicer (especially in dark mode) and more compact appearance when viewing the Receipts

& nbsp;

Several minor improvements by the end of the week!

Our regular Friday update brings small improvements in several areas again: improved pricing quotes, faster AI, compact view option in the cost list, and more informative inventory history in today's update.

Building Element Offer - Corrected a bug that was causing the email preview window not to disappear automatically after sending the email   Artificial Intelligence - Faster and more accurate operation where the system uses artificial intelligence   Cost List - The compact and expanded tabular view is also available for cost invoices - Uploaded files are also available in the compact view   Inventory History - Redesigned the inventory history section - The relevant application or inventory movement element (e.g., disposal) can be seen and clicked in the inventory history

When issuing a split payment option account

If a customer is only able to settle the bill in two separate ways for some reason (e.g. half by credit card and half cash), then this fact can now be recorded in our system during the billing process!

Split payment option when invoicing

  • If you mark the invoice as paid when creating it, the Split payment option will appear
  • By checking the Split payment option, a table will appear where you can set the payment method in one column and the paid amount in another
  • The first row will always show the set payment method and the total amount of the invoice
  • Despite the split payment on the invoice, the set payment method will be visible
  • By clicking on the green Paid button in the invoice list, you can view the recorded split payment history

Our latest update allows for more detailed invoice payment recording!

In our system, it is now possible to make bill payments in multiple installments. This affected the bill list, and now payment history can also be viewed.

Invoice - Payment in Installments

  • When creating paid invoices, the amount can now be specified, allowing for partial payments to be made. When recording a payment, the remaining amount can always be specified as the maximum amount. The payment method, notes, and of course, the amount can be recorded for the payment.
  • The system also displays a small informational text about its usage.
  • If there were previous payments, the system indicates them in the payment window.
  • If there were partial payments, the system indicates this as a percentage in the invoice list.
  • If the specific invoice has been paid, clicking on the Paid icon will show the payment history.
  • The payment notes input field has been made larger.

Cancellation note and group tax number management

During the cancellation of an invoice, it is now possible to provide a comment and our system can also handle group tax numbers in countries where it is relevant.

Billing

  • When canceling, a comment can now be provided to explain why the invoice was canceled. This comment will appear in the invoice list as well.
  • The comment will also appear on the invoice in the notes field.

 

Group Tax ID Management

  • Group tax ID data can also be provided for customers.
  • The group tax ID can be provided on the invoice, and when a customer is selected, it will automatically take the selected customer's group tax ID.

Better stock import and separate services menu!

In our latest update, the stock/product import feature received new functionalities, and services can now be managed in a separate menu section instead of being grouped with regular products, which makes our system usage more transparent.

Inventory Import

  • At inventory import, a new option has been added to import all products to a certain category during import
  • A bug has been fixed where users were not always redirected to the inventory after the inventory import was completed

 

Modified Inventory Menu, Separate Services

  • Products and services are now separately available
  • Modified icons for products
  • New Services menu, listing only services
  • The Inventory menu has been changed to Products, listing only products

At the end of this week we have completed building the components for the shopping cart page of the online store.

These elements are essential on the basket page, however, it is up to you to decide how to combine them in what order and with what other elements (e.g. description).

Products in the Webshop Cart

  • The system displays the products in the cart
  • It is possible to delete products and modify quantities

 

Shipping and Payment Methods on the Webshop Cart Page

  • Payment and shipping methods could have been set in the Settings
  • The system lists and allows for selection of these methods
  • If there is a default payment and shipping method, it is preselected; if not, then the first element is preselected

 

Customer Information on the Webshop Cart Page

  • Customer's name, contact details, billing, and shipping address can be entered
  • Option to set a background for the specific item

 

Order Submission Button on the Webshop Cart Page

  • A button can be placed to submit the order
  • The system sends an error message if any data is missing
  • Confirms successful order submission

Webshop product page building elements

In our latest development package, we have completed several building blocks that can be used to construct a product page for a webshop. This can be done either with a single building block with just 1 click, or as a combination of multiple building blocks.

Webshop product information on product page component

  • An element that can independently perform the tasks of a product page, but can also be used with other appearing components
  • By default it displays: Product name and code, net and gross price of the product, and Add to Cart button
  • Can be set to display the short description of the product
  • Can be set to display the long description of the product (also available as a separate component)
  • Can be set to display images uploaded for the product (also available as a separate component)
  • Can be set to display product attributes (also available as a separate component)
  • Can be set to display product attributes in tabular or card style

 

Webshop product image gallery component

  • Use this component if you want to display product images in a different location
  • Displays uploaded images of the product

 

Webshop product attributes component

  • Use this component if you want to display product attributes in a different location
  • Can be set to display product attributes in tabular or card style

 

Webshop product long description component

  • Use this component if you want to display the product long description in a different location
  • Displays the product long description

Product list filter and a separately placeable search field for B2B and B2C online shops.

It is possible to place a product list narrow down feature (based on product attributes) and a product search tool in your online store using our two new building blocks. The client portal editor interface has also become smarter, as after selecting a specific page type, it automatically places commonly used building blocks on the page.

Automatic Page Element Adding - If a product page, product list page, or product cart page is added to the customer's page editor, the system automatically adds the necessary page elements to the page in the most commonly used layout.   Product List Narrowing - It is recommended to place it next to or near the product list. - Displays all filtering options allowed for the category on the web. - Under the names of the properties are the values, next to which is the number of products that match the value. - Filters are executed immediately.   Product Search on the Product List Page - When typing in the product search, it continuously narrows down the products in the product list. - It can be placed at any width, even next to another element.

Listing of new products on our webshop in today's update!

As a continuation of our webshop, we present three separate building blocks that can be used to structure the product list page of your webshop. Numerous customization options, filters, search, and adjustable product listing elements are available!

Webshop product list building block

  • Displays the product list in two views: card and table
  • Can be configured to show product images
  • Option to have a search field above the table (recommended if not using the Webshop product list search field building block)
  • Can be placed next to another building block
  • Options to view the product details (takes you to the product detail page) and add to cart, allowing you to add the item to the cart
  • Shows product name, item number, short description, and gross selling price
  • Can control how product properties are displayed (in table or card style)
  • Automatically generates the link pointing to the product page
  • Alerts if there is no created product page

Webshop week on Fryda! This week we are focusing on the e-commerce features that can be created by Fryda!

First, we added a building block to the customer portal creator that lists new product categories.

Webshop product category building block for customer portal editor

  • New building block that can be used when building the customer portal
  • Displays product categories that are enabled within the system for display in the webshop
  • Three views are available: text - product categories are listed vertically, tabular - categories are displayed in a table format, and card - categories are shown in a card style
  • Subcategories are visible in all views
  • Different width/spacing can be set for desktop and tablet views, making it customizable for responsiveness
  • The system automatically detects the webshop product listing page, so the category listing link is automatically determined for product categories
  • Can be placed alongside another building block

Enhanced product datasheet, improved pricing, and smarter functionality.

In our usual Friday update containing minor improvements, the Contract Item prices building element has become smarter, we have fixed a bug in the Quote building element, and our Product data sheet has received enhancements. Have a great weekend!

Contract item prices (project budget) - The automatic start date determination has become more intelligent. Quotation email sending based on email template in the quotation element - A bug has been fixed where if we set an email preview in the builder's settings, the system did not take into account the email address of the contact person set for the customer. Product datasheet / editing product data - The short description section has been made higher. - A link has been placed in the product editing view for uploading images/files. - A more organized table in the view of images/files uploaded for the product, as well as a nicer appearance in dark mode.

Enhanced product with custom data field feature!

The individual data fields of the products have received new features, it is now possible to set in which product category a data field should appear, and it is also possible to specify which data fields should be displayed on the webshop.

Product individual data fields

  • Set an individual data field to be visible everywhere or only in a specific category
  • If a data field is only visible in a specific category, it will only be visible for products within that category
  • Set to display an individual data field in the webshop
  • When adding a new individual data field, the system automatically sets the display condition based on the product category
  • Customized product individual data field interface

 

Developments regarding the customer portal at Fryda!

Thanks to our latest development, page management in the customer portal has become more transparent, various types can now be specified, and the page editor itself is clearer and functions more smoothly when accessed from a mobile phone.

Customer Portal / Website

  • List of customer portal pages converted into smaller sizes
  • Now the type of the page can also be specified (due to developments related to the webshop)

 

Customer Portal / Page Editor

  • There are building blocks that can only be used for specific page types, the system indicates this in the page editor with an orange marking

 

Customer Portal / Page Editor

  • Improved appearance in mobile view

Even better price quote management with our new update for invoicing!

Thanks to our latest update, the invoice created from the proforma invoice will inherit the proforma invoice notes and can automatically be marked as paid, in addition the proforma invoice table has been expanded with several new features!

Billing / Invoice Generation

  • It is now possible to set whether the invoice should be saved with a paid status upon issuance.
  • The paid status is automatically set when the payment method is changed.

Payment Requests / Invoicing

  • If an invoice is created from a payment request, a default note (modifiable during invoicing) referencing the original invoice ID will be visible on the invoice.
  • If an invoice is generated from a payment request, the note from the payment request will also be included on the invoice (modifiable during invoicing).
  • In the payment requests table, if there are invoices issued based on the payment request, and the total amount matches that of the payment request, the system will not offer the option to issue an invoice / advance invoice to avoid duplications.
  • The system will display the payment request as paid if the sum of the invoices generated from the payment request receives a paid status. Otherwise, it will display all related invoices and indicate which are paid and which are unpaid.
  • When creating an invoice from a payment request, the system automatically suggests creating the invoice with a paid status.

Daily/weekly/monthly fee management for object elements!

In our latest update, the object handling has received significant improvements, making it possible to manage daily/weekly and monthly pricing for these object elements. Initially, this feature can be used in the Contract Item prices component.

Object elements

  • The object editing interface is now more organized and looks better in dark display mode.
  • Editing object input fields has become more compact, allowing more content without scrolling
  • Transformed options on the object editing interface, new Rates / Prices menu where the recording option for rates can be toggled on/off for certain objects
  • Customizable daily rate, daily rate for linked coworkers, weekly rate, and annual rate
  • If you enable handling of any rates, it is visible in the object element table and also visible when editing the object element
  • (objects are elements in the system representing something of the customer or company, fully flexible with buildable properties)

 

Contract item prices

  • New option where daily rates of the given application element and the associated elements linked to it can be displayed as costs automatically. The system only considers daily rates for daily rate and daily rate for linked coworkers types if there is some kind of daily rate element paired with the selected object on the pairing interface.
  • This function can be toggled in the builder settings, and the section name can also be specified

As we are used to, there will be minor improvements affecting many areas by Friday!

In our latest update, the management of Orders has been improved, stock values are now visible in the Product export, and the product categories have received a new design and some minor enhancements!

Inventory - product categories

  • Redesigned, more user-friendly appearance for product categories, making the main and sub-categories more distinguishable based on font style
  • Developer mode now shows the API category identifier and the category slug generated by the system on the webshop, which can be enabled with the checkbox at the bottom right

 

Inventory - export

  • In the product export, inventory values and stocks can now be found by warehouse

 

Orders

  • After selecting a customer, the system now fills in the order with the addresses associated with the customer for billing and shipping data (if there is a separate address)
  • Fixes a bug where in rare cases, the invoice issuance did not work based on the order data

Enhanced contractual item prices for building materials.

Our extremely popular building block (often used for project budgets) will receive a significant upgrade once again in a short time! This time, we have expanded the new Calendar view with additional features, mainly focusing on cost management!

Contract item prices building element - Calendar view

  • The linked elements in the Calendar view are clickable, and if you leave the cursor on them, the system shows which application they are related to
  • The net unit price and net amount of the budget are visible
  • Transformed, more beautiful table in calendar view
  • Cost items for specific dates can be recorded as well, these can be our invoices or their items, or manually recorded costs. Adding costs is possible with the + button next to the dates, which shows which date the cost item is added to when hovering over the button.
  • Recorded cost items can be viewed on specific dates as well as aggregated and can also be deleted

Payment reminder for expense bills and new coupon code options!

From now on, you can also manage product-specific coupon codes, as well as handle payment reminders received for expense invoices!

Payment reminder for expense invoices

  • New option to save payment reminder information for the expense invoice
  • The payment reminder is visible on the invoice list as a red warning
  • The date of the payment reminder and any attached short notes can be saved

 

Coupon codes

  • Product-specific coupon codes can be created (coupon code for a specific product)
  • The coupon code view has become more user-friendly and looks better in dark mode, and the selected product is also displayed

A new building block that allows you to create B2B sales tasks in any application!

Thanks to our new building block, you can create B2B sales tasks from any application element, and the data for this is provided by the built-in company database, where you can even perform filtering by activity!

Creating a valuable task from the built-in company database element
  • List the valuation tasks associated with the given application element
  • A new valuation task can also be created associated with the given application element. In this case, the system directs to the normal built-in company database section, while showing in blue on top which application, to which element the task will be linked. The valuation task will be a filtered list from the built-in company database that can be narrowed down by several filter criteria.
  • The created task can also be accessed from the Company Database page, but in blue it is visible to which application element it was linked, clickable, leading to the application element.
Built-in company database
  • Sales tasks related to the company database can now be deleted.
  • The page listing sales tasks has become more organized.
  • The free text search function has been improved.
*The availability of the built-in company database may vary by country and also by subscription package.

New bank account balance option and widget

You can now track the balance of your bank accounts in all your tracked bank accounts, plus you can also display the bank account balances (for example, for the manager) as widgets on the homepage.

Menu for other financial options: - This is where options that cannot be classified anywhere else will be placed. - First, it will display the Account Balances. Other finances / Account balances: - In this section, the system will list all available bank accounts broken down by company. - It will show the balance of the accounts and the date when the balance was recorded. - The balance and the balance date can be recorded. If the date is not provided, the system will save the current date. Main page widget for Account Balances: - The widget zone can be placed in the upper, right, and left sides. - It will display all bank accounts, their balances, and the date of the last update. - If the update date is at least 7 days old, the system will highlight it in red to draw attention to the outdated data they are working with.