Introduction

Welcome to our latest Software Release Notes for Quick3, Q3 Mobile App, and Webshop! Here you'll find detailed information about the latest updates, enhancements, and bug fixes across all three platforms. We’re dedicated to enhancing your experience, and these notes highlight the improvements we've made to ensure you get the most out of our software. Explore the updates to discover new features and enhancements designed to support your success!

New Features

• GL Account chart hierarchy for Report Setup view

(Home > Finance > Report Setup > Report Setup view > Hierarchy View ) 

A new "Hierarchy View" tab has been added to the Report Setup view, offering a clear and structured GL account hierarchy. This view simplifies customizing the account hierarchy to suit your reporting needs. The hierarchy can be rearranged via drag-and-dropping accounts. To generate a report using the hierarchy template, contact us to have a hierarchical report generating smart tab created for you.

• Additional Appointment Display Pattern Words in the Scheduler

(Home > Scheduler (New) > Scheduler settings > "Event display pattern" field) 

New Pattern Words: #TASKTEXT# and #APPOINTMENTDESCRIPTION# pattern words are now available for use in the appointment display pattern (Scheduler Settings).

Introducing Text Modifiers: You can now transform pattern words with modifiers. Right now, we have the "substring" modifier. Use it for setting a maximum length or abbreviating:

• Example 1:
  "#TASKTEXT#" = "Parts needed for service package are in the attached documents, see Mads for ordering"
  "#TASKTEXT#{ substring: 35 }" = "Parts needed for service package are" (35 characters long)
  
  
• Example 2: 
  "Loc: #ENTITYSTOCKLOCATION#" = "Loc: Trondheim"
  "Loc: #ENTITYSTOCKLOCATION#{ substring: 5 }." = "Loc: Trond."

Improvements

• Expanded Search Results Limit: Up to 5000 Rows in Advanced Searches 

(Home > Search views, e.g. Order search, Invoice search)

In Quick3's "advanced" search views, you can now choose the number of rows displayed in search results. The new dropdown, located next to the search field, allows you to select from 500, 1000, 2500, or 5000 rows, giving you more flexibility than the previous 500-row limit.

• Improved handling of Model connections for Capital Goods Items

(Home > Item search > Item view > Settings > "Serial No." section)

Any model connections added to the Serial No. setup on an Item are now automatically added as a "Capital Goods Item" on the model itself. This ensures that both connections are considered when determining whether an Item qualifies as a capital goods item. Additionally, any changes to the model set in the Serial No. setup will also update the connected "Capital Goods Item."

An extra safeguard has been added when deleting "Capital Goods Items": if the connection originates from the serial number setup, it must first be removed there before deletion is allowed.

• Added an ability to require Comments on Task Types for time tracking 

(Home > Type - enable the flag in the "Requires comment" column)

You can now require comments for specific Task Types when tracking time. For example, if you enable the "Requires Comment" flag on a "Meeting" task type, users will be prompted to enter a comment - such as the purpose of the meeting - before they can clock in. This ensures that important details are captured for every Task, providing a better time tracking experience.

• Automatic Serial No. assignment on Order lines 

(Home > Order search > Order view - order lines)

We now automatically attempt to set the Serial No. on an Order line when sufficient information is available. This requires an Entity to be set on the block and a model parameter to be defined in the serial number setup for the Item. This enhancement streamlines the process and reduces manual input. 

• Added an option to set a 4-month interval for repeating Invoices 

(Home > Block type > Block type: New > choose "Four months" for the "Interval" field when "Repeating Invoice (Subscription)" is enabled)

The "Four months" option has been added to the repeating invoice interval settings for the Block type. To use this feature, ensure that the "Repeating Invoice" module is activated. 

• Supplier filter applied to Purchase Requirement generation 

(Home > Purchase Requirements view > select a supplier in the "Supplier" field to filter to a specific supplier > Main Menu > select "Generate purchase req.")

The Generate Purchase Requirement function now respects the Supplier filter in the Purchase Requirement view. If a Supplier filter is set, purchase requirements will be generated only for the selected Supplier.

• Pick multiple Orders at once from Packing Queue 

(Home > Packing Queue)

You can now easily select and pick multiple Orders from the Packing Queue in one go! The maximum number of selected rows is set to 10 to avoid long-running processes 

• Added option to exclude Equipment Costs with "Included in Entity Cost" flag 

(Home > Entity search > Entity view > Existing equipment > enable the flag under "Included in entity cost")
(Home > Order search > Order view > right-click on the Order line and select "Add existing equipment")

Added the ability to flag existing equipment as "Included in entity cost". Any equipment with this flag will be excluded from the entity's total equipment cost. Additionally, when adding existing equipment to an Order or Offer using "Add existing equipment", the cost of these lines will be set to 0. "Add existing equipment" is only available if an Entity is connected to the Order/Offer block.  

• Added ability to set Repair Date as Entity Sales Parameter

(Home > Order search > Order view > Block > Sales Parameters)

You can now set the Repair date as an Entity sales parameter on the Order Block. 

• View and edit Comments in Purchase Order lines 

(Home > Purchase Order search > Purchase Order view > see the "Comment" column in the Order table)

A new "Comment" column has been added to the Purchase Order line table, allowing you to easily view and edit comments directly within the grid (purchase order lines in the tab). This improves visibility and enhances order management. 

• Automated import of Order Receipt files from Email (Volvo Penta)

Quick3 now supports importing order receipt files directly from an email folder using Scheduled Jobs. 

Bug Fixes 

• Duplicate Capital Goods, Serial No. assignment, and Equipment Cost inclusion 

(Home > Item search > Item view > Settings tab)

Fixed issue that could cause duplicate capital goods item when model connection set in the Serial No. setup on Item.

(Home > Entity search > Entity view > Parameters tab)

Fixed an issue where Serial No. was not set automatically from Entity parameter (via serial number setup) on existing Order line when Entity added to Block.

(Home > Entity search > Entity view > Existing Equipment tab)

Any existing equipment flagged with "Included in entity cost" will now also be withdrawn from any equipment sale sums.

• Goods Receipt creation from PO Templates disabled

(Home > Purchase Order search > Purchase Order view > Menu > choose "Save as template")

Resolved an issue where menu were not hidden after saving a Purchase Order as a template. Previously, this allowed users to create Goods Receipts from templates, which was unintended. It is now no longer possible to create a Goods Receipt from a Purchase Order template, ensuring correct system behavior.

• Fixed issue with Average Cost not being set when connecting an Entity

(Home > Order sech > Order view - connect Entity)

The issue where the Average cost was not being set when connecting an Entity to a sales Order has been resolved.

• Resolved duplicate Entity creation in Goods Receipt confirmation

Fixed bug causing duplicate Entity auto-creation when using serial number-based auto-creation and the "Auto create entity" option during Goods Receipt confirmation.

• Fixed non-responsive "OK" button when adjusting date

(Home > Customer view > Price Agreement tab > Prices tab > add an Item and change the date)

The issue where the "OK" button would not respond when trying to adjust the date in the dialog; the issue has been resolved now. 

• Posting issue with mandatory Dimension in Document Center

(Home > Document Center > Document )

Fixed issue where posting in the Document Center failed when a mandatory Dimension was set on the account. The problem with the Dimension value not being added automatically has been resolved.

• Schedule appointments shift forward by one hour when edited  

(Home > New Scheduler)

Fixed a bug with appointment time zones that was causing appointments in Finland clients to jump forward after editing the time in the appointment form.

• Fixed inconsistency in displaying Item Connections 

(Home > Order search > Order view)

The item connection icon now appears only for relevant types ("Transferred to" and "Alternative") on each Order line, and the list in the "Item Connections" tab now correctly displays the connections.

• Added handling of negative quantities with Serial No.

(Home > Order search > Order view - order lines)

Added missing handling for serial numbers on Order lines with negative quantities. Previously, when an Item with a serial number had a negative quantity (indicating a customer return), the system incorrectly required the number of serial numbers to match the negative value, preventing returns. 

• Fixed Cost Price not saving during Entity sale 

(Home > Order search > Order view > Menu > Create invoice)

Resolved an issue where the updated cost price during an Entity sale was not saved. If the Item had inventory control, the cost price was incorrectly replaced with the Item's cost during invoicing. This fix ensures the correct Entity cost is retained.

Integrations 

• MEKO Catalog integration (Mekonomen)

(Home > Order and Offer view)
We’ve added support for seamless Mekonomen order basket integration with Quick3. With this feature, users in Finland can create an order basket on Mekonomen’s website, then easily import the Items (including work items and services) into Quick3 with a single click in the Order/Offer view. User-specific settings, including username and password, are required for a smooth integration experience. This feature streamlines the ordering process and enhances efficiency. 

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Webshop Update (Version 1.8)

In this section, we'll share all the exciting new features, improvements, and updates related to our Webshop product. Whether you're looking for enhancements to streamline your experience or the latest functionality to boost your sales, you'll find everything you need right here. Don’t miss out on the latest updates and improvements designed to enhance your Webshop experience!

Improvements

• Improve Model Search Performance in Webshop

(Webshop > Model Search)

We have improved the performance of the Model Search in Webshop, so searching for models to find the desired products is now much more efficient. 

• Orders that are Fully or Partially Picked, can now be Sent for Payment with Payment Link

(Webshop > Order search > order)

Opened up for sending payment link to customers for Orders that are partially or fully picked.

• Improvements to Address Selection in Checkout

(Webshop > Checkout)

For logged-in customers, it is now possible to select or add new address directly from the Checkout page. 

Bug Fixes 

• Fixed issue where some Web Orders couldn't be Confirmed in Quick3

(Home > Order search)

Some orders paid by the customes could not be confirmed in Quick3, often because customers closed the page before Webshop had received confirmation from payment provider. We have now added a fix that should solve this issue.  

• Fixed issue with Upsales Section in Basket missing Accessory Items

(Webshop > Basket)

Fixed issue with upsales section in basket where accessory Items would not appear. 

• Fixed issue with XML- feed for Google Merchant

(Webshop)

Fixed issue with the product feed for Google Merchant. 

• Fixed problem with Quick Add to Basket did not work for logged-in customers

(Webshop > Basket > Quick Add to Basket)

Fixed problem where "Quick add to basket" did not work when set to available for logged-in users only. 

• Fixed issue with Icon Settings for Stock Status Texts 

(Webshop > Webshop Settings > Stock Status Texts)

Fixed issue where changing icon and icon color for Webshop stock statuses did not work. 

• Fixed problem with Webshop Filter

(Webshop > Item Group > Filter)

Fixed problem with Webshop filter, where filtering on variants didn't work. 

• Problem where Webshop could "freeze" is resolved

(Webshop > Item Page)

Fixed issue where Webshop would "freeeze" after clicking on an image in the Item page.