Quick3 User Interface Upgrade

We're excited to introduce a fresh and modern Quick3 design in this update. The new Quick3 user interface is designed to enhance your experience, making Quick3 even more enjoyable and intuitive to use. Here are the key improvements:

• Layout Upgrade
• Introducing a sleek new card-style layout that makes the interface more organized and visually engaging.

• New Interface Colors
• Refined background and accent colors for a more cohesive and modern Quick3 look.

• Buttons and Menus
• Enhanced buttons and menus for better usability and a more polished appearance.

• Text Fields and Dropdown Lists 
• Improved text fields (input fields) and dropdown options lists (selectors) for a smoother, more responsive interaction.

• Enhanced User Experience
• Overall improvements to the Quick3 user experience, making navigation more intuitive.

New Scheduler (Pilot)

We are excited to introduce a pilot of a new Scheduler, featuring a new and improved interface designed for enhanced usability. The Pilot version includes the following new functionalities:  

• Timeline Zooming
• Use Ctrl + Scroll to zoom in and out on the timeline.

• Timeline Panning 
• Use Shift + Scroll to pan across the timeline.

• Configurable View Styles 
• Customize event color, style, and size to suit your preferences.

• Collapsible Resource Groupings 
• Easily manage resources with collapsible groupings on the left-hand side.

IMPORTANT! The Scheduler Pilot is available only to "Test Only" clients. If you're interested in activating this "Test Only" flag for your Quick3 client and accessing the Scheduler Pilot view, please contact support. Note that "Test Only" features are intended for use on test data only.

Quick3 Tagging System

We have implemented a comprehensive Tagging System designed to enhance organization, search capabilities, and contextual connectivity across our application. Below are the key components of this new system:

• Versatile Tag Creation and Management
• Contextual Tagging: Tags can now be created directly within various context pages, including Items, Orders, Offers, Customers, and others.
• Centralized Tag Manager: A new Tag Manager page has been introduced where you can create, view, and manage all tags. This includes seeing which contexts are connected to each tag, and the ability to delete or modify tag connections.
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• Enhanced Search Functionality
• Tags are now integrated into the common Search functionality, significantly improving the accuracy and relevance of search results.
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• Tag Variations and Associations
• Tag Variations: The system supports the creation of tag variations, allowing you to group different tags under a single umbrella. 
• Association Management: Users can manage tag associations, helping to prevent duplication and maintain consistency across the application.
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• Advanced Tag Management Tools
• Tag Generation: Introducing a Tag Generator tool to automatically create tags and connections for predefined contexts (e.g., item groups, item properties), streamlining the tagging process.
• Comprehensive Overview: The Tag Manager provides a detailed view of all tags, their connected contexts, and options for tag deletion or connection modification.
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• Integration with Webshop Navigation Builder
• Tags are now integrated into the new Webshop Navigation Builder, offering unlimited options for creating customized product sets. This integration utilizes tags to enhance organization and navigation within the Webshop, improving user experience.

• For more details on how to use tags in Quick3, click here to read more.

Improvements

• Enhanced Help and Support Access in Quick3

(Home > Quick3 header > Question mark icon)

To enhance your experience with Quick3, we've streamlined access to important resources like the User Manual, Contact Support, Bug Report, API Documentation, and Latest Software Release Notes. Previously, these links were scattered across different parts of the interface, which could make them difficult to find. Now, all these resources are conveniently located in one place – a drop-down menu under the "Help" icon (question mark) in the top header of Quick3.

For more details on how to submit a support ticket, read here.

• Uploading the HTML files to the File Archive   

(Home > [Any view] > File Explorer)

Added the ability to upload .html files to the file archive.

• New Consignment Tab in Supplier    

(Home > Supplier view > Consignment)

A new Consignment tab has been added to the Supplier view. It shows only consignments related to the selected Supplier and allows users to create consignments directly for that Supplier, simplifying the process.

• New data import options in the Import Wizard  
  

(Home > Import Wizard > Import Sales > Import Mapping – Choose an option "Inventory" or "Supplier Number")

Added the ability to set "Inventory" during Import Sales via the Import Wizard tool in Quick3.  When importing, you can set inventory management for your Items using the optional "Inventory" setting. In your Excel document, simply write "true" or "false," and the Import Wizard will automatically enable or disable inventory management for your Items.

Added the ability to the Import Wizard to set the "Supplier Number" when importing Sales. This ensures the correct Item is retrieved from the correct Supplier in cases where multiple Suppliers use the same Item No. for different Items.

• Reorder Order lines with drag-and-drop 

(Home > Order Search > Order)

Add an option to reorder lines using drag-and-drop functionality. This should allow users to move lines within the same Order block or between different blocks within the same Order.

• New "Active" flag for GL Account Filtering 

(Home > Chart of Accounts > Account)

A new "Active" checkbox has been introduced on the GL Account page, located next to the Account No., and is enabled by default. This flag is also available on the Chart of Accounts search page, allowing users to filter GL Accounts based on their active status. When the checkbox is set on the search page, it retrieves only the Accounts marked as "Active" in their respective GL Account pages. This enhancement streamlines the search process, making it quicker and more efficient to find only active GL accounts.

• Bank Country Validation in Remittance Process   

(Home > Remittance > Selection) 

A "Bank Country" validation was added to the remittance grid. If the "Bank Country" is missing and the Supplier's country differs from the Client’s home country, the "Bank Country" field will be highlighted in red to alert the user. Remittance to foreign Suppliers will be denied if the "Bank Country" is not specified.

•  Enhanced usability of Template Dialog

(Home > Quick3 search views > Menu > New From Template)

We've improved  the Template dialog across various Quick3 Search views to streamline your workflow:

• The template dropdown now opens automatically when the dialog is accessed. 
• You can instantly navigate the dropdown using your keyboard for faster selection.
• Once a template is selected (either by mouse click or pressing Enter), the dialog closes immediately, and a new window opens based on your chosen template.  

• Customizable KID Reference Prefixes

(Home > Client Configuration > Bank Accounts tab > "KID type description" and "Invoice KID prefix" columns)

We’ve added a new feature that allows you to set a custom prefix for KID references, which can be configured individually for each bank account. This enhancement ensures that your KID references align with your specific banking requirements, making it easier to manage payments and track transactions.

• VAT rate adjustments (important for Finland)

(Order / Offer / Goods Receipt > Menu > Choose the option "Set VAT date" )

We have implemented important updates to ensure VAT accuracy:

• VAT Validation: Added validation to prevent any Invoice or Invoice Control from completing if there are lines with incorrect VAT setups based on the Invoice date.
• VAT Date Setting: You can now set a specific VAT date for Offers, Orders (including Blocks), and Goods Receipts from the main menu (top right menu button in the view) by selecting the "Set VAT Date" option.

                       For more details regarding VAT rate adjustments, read here.

Bug Fixes  

• Daily Report grid duplication issue fixed

(Home > Daily Report > Today)

Fixed the issue of the Daily Report grid duplicating lines when clicking the "Today" button.

• Enhanced performance for Consignment Search

(Home > Consignment)

Improved the performance of the Consignment search, addressing slow response times. Optimized search speed and resolved an issue where the "Show Next" option was sometimes unavailable, ensuring that more than the initial 500+ rows could be retrieved.

• Report Destinations saving issue resolved

(Home > Resource Search > Resource > Reports > Report Destination)

Fixed a bug that prevented saving new or edited Report Destinations on the Resource page.

• Duplicate batch heads when creating reversal Voucher Documents

(Home > Document Center > General Ledger tab > Select lines – Choose the option "Inverter til nytt document" from the menu)

An issue has been fixed where duplicate batch heads were generated when a Voucher Document was reverted using the "Create reversal document" ("Inverter til nytt document") action from the menu. Now, when creating a reversal document, only a single batch will be created; visible in the General Journal.

• Fix for Agio currency issue

(Home > Subledger cleaning > Agio)

Resolved an issue where Agio adjustment postings were being generated using the home currency instead of the Supplier’s (or Customer's) currency. Fixed by using the correct currency for Agio adjustment postings. 

• Removed disabled "Open" buttons

(Quick3 tables in various views)

No longer showing the "Open" (arrow icon) button in the tables (grids) on columns that have nothing to open.

• Statens Vegvesen lookup by VIN fixed

(Home > Entity Search > click on the "Import from registration" button in the top right corner)

The problem with Statens Vegvesen's lookup by VIN number is now fixed, you can now easily get vehicle information using VIN numbers. Errors caused by spaces during Entity import have been addressed. You can now enter Registration numbers with spaces (e.g., BY 2185) without issues. 

• Fix for "Swap item" button in the Order view

(Home > Order Search > Order > Item Connections > "Swap item" button)

We’ve resolved an issue where the "Swap item" button for replacing an Item with an alternative Item in the Order view was not functioning correctly for connection type "Alternative." The feature now works as expected for "Alternative" connections.

• Resolved the pricing and recalculation bugs

(Home > Order and Item views –  check the price)

Resolved a bug where prices determined by gross margin could be incorrect when adding an Item to the Order, ensuring consistency with the price displayed on the Item page (info section at the top).

Fixed an issue that caused incorrect results when recalculating prices with Price Control and Calculation set, which previously produced unexpected results. Prices are now accurately calculated as intended.

• Fixed issue with drop-down for Scheduled Job parameters

(Home > Scheduled Jobs > open Scheduled Job > Multi-select drop-down in Parameter table)

We’ve resolved a bug that caused an error when using the multi-select drop-down for Scheduled Job parameters. For example, when creating a Scheduler Job for invoice delivery (which utilizes a drop-down list), users would encounter an error when trying to open the multi-select drop-down and select any rows. 

• The E-Sign issue for Picklists fixed

(Home > Picklist Search > Picklist > "Print" button > "Send to signing" button)

We’ve resolved an issue with the E-Sign functionality for Picklists. Previously, users couldn’t open the dialog for E-Signing, this issue is now fixed.

• Resolved filtering and sorting issues in Reports

(Home > Reports)

We’ve resolved issues with filtering and sorting in specific Reports. This fix addresses problems when filtering by ranges, such as Item groups or Stock locations, ensuring accurate and functional Report results.

Integrations

• Atoy Oy - Purchase Order implementation (Finland)

The service description document is missing the information that Purchase Orders are processed through FTP at sftp.atoy.net.

• Norsk Bildelkatalog integration for Order

Implemented integration to fetch items from the Norsk Bildelkatalog Webshop.