User Defined Customer Fields

With the release of Version 6.2.0, we have added two brand new features that you are gonna love. The first new feature is User Defined Customer Fields. Currently, this feature is exclusively for the customer and work order area. 

What is a “User Defined Customer Field” and why is that a big deal you might ask? I am glad you asked. Let’s say you want to flag your worked orders into different categories like install, service, and warranty repair. User Defined Customer Fields now allows you to do just that and will also show up in your work order list and revenue reports. Pretty cool huh?

The other new feature with this release is adding Purchase Order Adjustments. This feature adds adjustments to a PO such as shipping costs and any other “user-defined” costs that might occur. You can add these adjustments when you create a new PO or log “actuals” adjustments when the material arrives which may include any unforeseen costs or changes to PO dollar amounts. 

These “logged” adjustments will flow to the jobs where the material is eventually consumed via the “Show Receiving Parts Adjustment” link !! This allows you to include all costs associated with materials in the work order.