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

• Stock Batch Handling (FIFO / LIFO) 

Overview

This feature adds advanced batch tracking capabilities, allowing users to define, track, and manage batches of purchased items for improved inventory management, quality control, and traceability. When items are purchased, they are now linked to a specific batch. This enhancement supports FIFO (First In, First Out) and LIFO (Last In, First Out) stock valuation methods, ensuring that stock movements and cost calculations align with the company’s chosen inventory policy:

• FIFO: The first batch received is the first batch sold.
• LIFO: The last batch received is the first batch sold.

Startup

When this update is released, the system will automatically create stock batches for everything currently in stock on all the clients. This ensures that every item in inventory is now linked to a batch for easier tracking and management.

Routine/logical changes

1. Stock batches are required for everything with a positive quantity in stock. “Oversale” or a negative quantity in stock is still allowed, but will be without a batch connection - until the item is added to stock again.
2. Average cost is removed from StockLog. Average cost is now only used when retrieving stock value by calculating an average of the batches in stock at a given time (pending report changes).
3. We now include posting of any change to the cost of goods sold after a cost adjustment on Invoice Control. See “Accounting group” under UI Changes below.

UI Changes & Functional Updates

(Profile menu > Client configuration > Stock)

• “Location handler” has been removed.
• “Cost price method” options are now limited to FIFO or LIFO.
• Added new setting: “Use average cost as basis for margin calculation”.
  
  

(Home > Items search > Item > Settings tab)

• Added a new group “Stock” which is available as long as the item has inventory control. 
• Users can enable manual batch handling and set whether the batch expiration date is required.
  
  

(Home > Items search > Item > Stock tab > Batch tab)

• New “Batch” tab displaying all batches currently in stock (possible to add a new batch from this tab).
• Added new “Batch” column to Log grid that shows which batch(es) are connected to each entry.
• Manual editing of stock quantity for Items with manual batch handling must be done on a batch level instead of a location. Added a text above the “Current stock” grid to inform about this.

(Home > Purchase order search > Purchase order > Batch tab)

• A new “Batch” column has been added to the grid, along with a “Batch” tab that displays all related batches. 
• On Register Goods Receipt, how stock batches are handled depends on the Item’s batch handling method:

• Manual batch handling: A batch must be entered in the “Batch” column, either by scanning or manually entering a batch reference.
• Automatic batch handling: A batch is automatically created and added to the lines, but can be edited if needed.
• When crediting a line: For items with manual batch handling, users must select which batches to credit from those available in stock. For automatic handling, the system will select the oldest batch in stock by default (this can be overridden if necessary).

• A red dot appears in the “Batch” column if batches are missing or invalid.
• A red dot also appears in the “Batch” grid (table) for the “Expiration date” and “Quantity” if any of these fields are invalid.
• The system validates that all batches are correctly linked to lines and that all batches are valid when the green confirm button is pushed.

(Home > Goods receipt search > Goods receipt > Batch tab)

• A new “Batch” column has been added to the grid, along with a “Batch” tab that displays all related batches.
• On “Invoice Control”, when partially invoice-controlling a line, you must select which batches to include if multiple batches were received. This is only applicable for Items with manual batch handling.  For other Items, any batch splitting is handled automatically.

(Home > Invoice control > Batch tab)

• Added new “Batch” tab showing all batches.

(Home > Advanced shipping notice search > Advanced Shipping Notice > Batch tab)

• A new “Batch” column has been added to the grid, along with a “Batch” tab that displays all batches.
• “Register goods receipt” will work as with a regular goods receipt from a Purchase Order.

(Home > Stock taking)

• All items with manual batch handling will do stock taking per batch. So when getting the lines for an item, we will get one stock-taking line per batch. This will also be highlighted in the stock-taking line grid (table). It is also possible to create a new batch to add to a stock-taking line for items with manual batch handling.

(Home > Order search > Order view)

• A new “Batch” column has been added to the grid (table), along with a “Batch” tab that displays all batches.
• Users can add batches to an Order for Items with manual batch handling at this stage, but it’s not a requirement yet.
• When selecting “Create a picking list” > “Manual/partial delivery” and adjusting “Pick quantity,” we will get auto-picked batches for items without batch handling and display them as a preview. This is only a preview because we cannot yet determine which batches will be picked when the invoice is created.
• When selecting “Create a picking list” > “Forced full delivery” or “Auto delivery”, we create a pick list as usual and include any stock batches that have been added to items with manual batch handling.
• When selecting “Create invoice”, we will validate that all items with manual batch handling have stock batches added before proceeding.
• When crediting lines, we might already have a connection if created using “Credit invoice” from an invoice. If not, a selection can be made for all items with manual batch handling at this point, but it’s not required yet. We’re using a dropdown for this purpose, showing all batches sold to this customer.
• “Cost” is the cost price from the price list until a batch is picked or selected; then it becomes the cost of the batch or the average of multiple picked/selected batches. The average cost is the average cost from all batches currently in stock for that item.

(Home > Order search  > Order view > column "Locations" – "Stock location" search) 

• Stock Location on the Order line is now editable not only in manual picking mode, but also before picking mode is started. This gives users more flexibility to define the correct Stock Location earlier in the process.  
  
  Additional improvements included:  

• When the main Stock Location is changed on the Order head or Block, all line-level stock information is now updated accordingly.  
• The system validates that any manually set Stock Locations are valid sublocations of the new main location (when picking outside the main location is not allowed).  
• Location search has been improved. It now correctly receives the main location from the Block, ensuring consistent and accurate location filtering.  
• A user-set stock location on a row is now displayed in italic to clearly indicate that it was manually defined by the user.

(Home > Picklist search > Picklist view)

• Users must add batches to all Items with manual batch handling before an invoice can be created.
• If the Quantity is edited, we will get auto-picked batches for items without batch handling and display them as a preview. This is only a preview because we cannot yet determine which batches will be picked when the invoice is created.
• When selecting “Create invoice,” we will validate that all Items with manual batch handling have stock batches added before proceeding. For other Items, everything will be handled in the background.
• When crediting lines, a selection must be made for all Items with manual batch handling if not already set. Selection is made from the previously mentioned dropdown. During invoicing of items without manual batch handling, we will simply use the last batch sold to this customer; if none is found, we will create a new batch to add the stock quantity to.

(Home > Invoice search > Invoice > Batch tab)

• Added new “Batch” tab showing all batches.
• When an invoice is created, the current average cost for the item (average cost of batches currently in stock) is re-fetched. We also now show the “Average cost at time of order” as a separate column to highlight any differences.

(Home > Return)

• A new “Stock Batch” column has been added to the grid (table), along with a tab that displays all batches.
• When a Return order is created from an Order, we will include any stock batches on the lines.

(Home > Accounting group) 

• A new source has been added: “Cost of Goods Sold Correction.” This is used to post corrections to the cost of goods sold when an item’s cost is changed in Invoice Control, and the item has already been sold from that batch at a different cost. This source must be added as an “Include rule” for the “Purchase Price” source line.

• New Scheduler: Multi-Task scheduling 

(Home > Scheduler (New) > Waiting Zone) 

You can now schedule multiple tasks from the Waiting Zone by selecting them and simply dragging them onto the timeline. Once dropped, an editing form for each appointment will open automatically, allowing you to adjust timing and other details as needed and confirm "Create" after editing to complete the scheduling.

(Home > Order view > select the Order Blocks > main Menu >  select "Schedule work")

This feature allows you to schedule multiple Order Blocks, or all of them, at once. To try it out, open the Order view, select one or more Blocks, and choose “Schedule work” from the main menu. All selected Blocks with tasks will be sent to the Waiting Zone, and the system will automatically navigate you there.

In the Waiting Zone, you can select multiple order block tasks and drag them all at once onto the Scheduler timeline to schedule them in a single action. Once dropped, an editing form for each appointment will open automatically, allowing you to adjust timing and other details as needed and confirm "Create" after editing to complete the scheduling.

Additional functionality: If you do not select specific Blocks in the Order and simply choose “Schedule work” from the main menu, the system will automatically send all Blocks that have tasks to the Waiting Zone for scheduling.

• Update Task and Order status directly in New Scheduler 

(Home >  Scheduler (New) > right-click an appointment)

You can now update Order and Task status directly from the New Scheduler. By right-clicking an appointment, a dropdown menu provides the following options:

• for Tasks: "Set Task Status" (select the Task status from the dropdown list)
• for Orders: "Set Order Status" (select the Order status from the dropdown list)

This feature streamlines status updates for your appointments and addresses a common user request, making your workflow faster and more convenient.

Improvements

• Internal text sections no longer shown on customer Invoices

(Home > Order > Texts > Block / Task text)

Previously, text sections that were marked as internal were incorrectly transferred to the Invoice text visible to the customer during Invoice creation. This has now been corrected. 

• Internal-only Block or Task text will remain internal.
• These internal text sections will no longer appear on the customer’s Invoice.
• This ensures that only intended, customer-facing information is displayed on generated Invoices.

• Scheduler timeline Double-Click Zoom feature supported in both modes

(Home >  Scheduler (New) > Double-click any date/week/month in the timeline header to zoom in)

The new scheduler view can now be zoomed in by double-clicking a timeline header unit both in standard Fixed view mode and in Scrolling mode.

• Improved Customer assignment for Appointments created from Orders

(Home >  Scheduler (new) > Click-drag on the timeline > Work order)

Previously, the owner of the entity specified in the appointment form was always used to set the customer on the new Order, even if a customer was additionally specified in the form. Now the logic has been updated to be more intuitive:

• If the Customer field of the new appointment pop-up is set, use that as the Order’s Customer.
• If the Customer field is empty, use the Entity owner as the Customer.
• Otherwise, leave the Order’s Customer field empty.

• Day view in new Scheduler opens on current day instead of Monday

(Home > Scheduler (New) > Day view)

Opening the scheduler in day view no longer defaults to Monday of the current week. It now correctly opens on the current day.

Bug Fixes 

• Incorrect Date displayed in Daily Report header

(Home >  Daily Report > top header with the date in the left navigation menu)

Fixed an issue where opening a Daily Report for a resource, selecting a month, and then choosing a specific date would show an incorrect date in the report header tab. The displayed date now correctly reflects the selected day.

• Fixed an issue with excessive Outlook sync in New Scheduler

(Home >  Scheduler (New) with Outlook sync feature enabled)

Resolved an issue in the new Scheduler where enabling Outlook calendar sync could trigger excessive or repeated synchronizations. Syncing now occurs correctly.

• Task incorrectly marked as “Not Saved” after Punch in

(Home >  Task view > "Punch in" in the toolbar)

Fixed an issue where Punch in on a Task caused it to be incorrectly marked as “not saved”. This resulted in users being prompted to save changes when closing the Task, despite no actual modifications being made. Tasks now remain in a saved state after Punch in, eliminating unnecessary save prompts.

• Cancelling split Remittance rows failed

(Home > Remittance view)

Fixed an issue where Remittance rows created through a split could not be cancelled. Previously, adding a Remittance row, splitting it, exporting both rows, and then attempting to cancel one of them resulted in an error. Cancellation of split Remittance rows now works as expected.

• End Date now updates correctly in New Scheduler 

(Home >  Scheduler (New))

Fixed an issue where the end date was not updated correctly when the start date was changed. The end date now adjusts properly based on the updated start date.

• Fixed an issue where Name was missing in Phone Number search via 1881

(Home > Customer search > add new Customer > "Number search" field)
Fixed an issue where searching for phone numbers via 1881 did not display the associated name in the lookup dialog. The search results now correctly show both the phone number and the corresponding name.

• Resolved an issue with Cut & Paste across dates in New Scheduler 

(Home > Scheduler (New))

Added support for cutting and pasting appointments from one date to any other date. Unlike before, you are not limited to pasting the event within the current view range only. 

• Preserve Description when rescheduling in New Scheduler 

(Home > Scheduler (New))

Fixed an issue where the description field was cleared when creating a new appointment on another date. The description now remains intact even if the date is changed.

• Fixed an issue when Saving failed after deleting or merging Sales line Items

(Order / Offer views)
Fixed an issue where creating an Order or Offer, adding sales line Items, and then deleting or merging one or more of those Items would cause the save operation to fail with a foreign key violation. The save process now correctly handles deleted or merged Items without errors.

• Fix automatic SMS phone number formatting (extra-zero issue)

(Home > Order Type view > "SMS (when fully picked)" column)
Corrected the phone number formatting used in the automatic SMS sent when an Order is fully picked. Automatic messages now follow the same country-code rules as manual SMS, preventing extra zeros and other formatting errors.

• Fixed collapsed Blocks expanding on new line add in Order and Offer

(Home > Order / Offer views )

Resolved an issue in Orders/Offers where adding a new line caused all previously collapsed Blocks to automatically expand. Users working on large Orders with multiple Blocks can now collapse sections they’re not using, and those Blocks will remain collapsed when new lines are added.

• Outdated article ID in appointment Display Pattern tooltip

(Home > Scheduler (New) > Scheduler settings > hover over and click the link)

The link to the documentation for Appointment Display Pattern codes in Scheduler Settings has been updated to a valid URL. The tooltip now points to the correct, up-to-date article.

• Resolved EHF issue in Sweden 

Fixed an issue with handling BG numbers in Sweden during EHF distribution. Necessary adjustments have been made to align with FAIR, ensuring the correct processing of EHF transactions in the region.

• Performance improvement in Purchase Requirement generation

Improved performance when generating Purchase requirements for large datasets, ensuring faster processing when fulfilling both Stock and Order demands.

Integrations 

• SA3 (+) Salesforce contract integration

We have implemented a comprehensive integration between BMW Salesforce and Quick3, enabling users to receive vehicle sales contracts from Salesforce as orders in Quick3.

When a contract is received, Quick3 automatically generates the corresponding Order and, when needed, creates the associated Entity and Customer records. This ensures a smooth data flow between systems, reduces manual work, and keeps information in Quick3 up to date whenever the contract is updated on the BMW Salesforce side.

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Webshop Update (Version 1.14)

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

• Enhanced Image Gallery to Display Larger Images in Item View

Webshop > Item > Item gallery

We have improved image gallery to display larger images in item view for standard design webshops. 

• Added new Item Connection type - Spare Parts

Home > Item search > Item view > Item connections

Added a new item connection type, spare parts. This will make it easier to help customers find the correct spare parts for an item in the webshop. 

Bug Fixes 

• Fixed issue with NetsEasy Payment for Logged in Customers

Webshop > Checkout > NetsEasy > Proceed to payment

Fixed issue with NetsEasy payment for logged in customers, were customers were facing error about country when proceeding to payment. 

• Resolved problem with missing Items in Model Search

Webshop > Model Search

Fixed an issue where the model search did not show all matching items because of identical item name.  Now, all relevant results will appear as expected.