Release Notes - Version 21.04.01

Overview:

Release 21.02.01 went live in May 2021. A summary of the updates and enhancements contained in this release is below.  Additional detail on new features or enhancements is listed below this overview: 

• The enter counts display now supports basic math in the pack and count unit quantity entry fields.
• Updates to the Enter Counts feature to enhance the user interface when a mobile device (tablet) is utilized.   
• The Transfer features now include an Inventory Item's Item Code. 
• There is a new Combined Item Column on the Inventory Items Display.
• There is a new Expected Deliveries report. 

More Detail:

More detailed explanations of the updates and enhancements listed above are provided below: 

Enter Counts Supports Basic Math: Addition, subtraction, multiplication, and division can now be done when your cursor is inside a Pack or Unit quantity entry field on the inventory count entry feature. Addition uses the + key, subtraction uses the - key, multiplication uses the * key, and division uses the / key. For example, If the pack size for lemons is 60 Count, and you count 18 lemons, and you want to enter a quantity in the Pack Quantity column, you can enter 18/60 in the Pack Quantity field and press the enter, tab, or arrow key and the quantity will calculate .30.  

+ Key to Enter Multiple Recorded Counts: Sometimes a person recording a count on the Count Worksheet writes down a count for an Item in the margin of the Worksheet. This can happen when the worksheet is printed by Category and an item is stored in more than one location.  Or, it can happen if an item was not assigned to all of the Storage Locations it is in. For this situation, you can now enter the counts as they are recorded on the worksheet such as 2+6+3+10. When you move the cursor out of the field it will calculate 21. Please see

Enter Counts - Tablet Enhancements:

Overview: Using a tablet instead of an Inventory Count Worksheet is very efficient.  It eliminates the need to print worksheets, write down the counts, and then reenter the counts. A basic Android tablet, which is all COGS-Well requires, has also become much more affordable. For these reasons, we have added features to make Count Entry more “user-friendly” on a tablet. The features will work on an Apple (iPad) or Android tablet. If you access Count Inventory on a mobile device, you will now see a display like below.  The green button on the top right defaults to mobile mode and it can be disabled and re-enabled by touching it:

Column Chooser: The button directly to the right of the Mobile Mode button is a “Column Selector”. This button allows you to choose what columns to display so that you can eliminate columns to increase the amount of real-estate for displaying the Item Name, or Pack Size, or Unit Name, etc. In the example below, the Column Chooser has been touched:

In the above example, we have disabled the columns for Last Received and Total to provide more room for the other column displays.  The tablet is being held in landscape position which is what we recommend, but it is not required (there is less real estate when held vertically, but you can also choose to remove more columns). The x button is touched to remove the Column Chooser. 

Navigation for Counts on a Tablet: Touching the cell you want to enter a quantity for (Pack Quantity or Unit Quantity) will bring up your tablet keyboard (please see the example below).  Enter the count and then touch the next Pack or Unit Count cell that you wish to enter a quantity for. By the way, the basic math features described above will also work on your tablet. 

New Combined Item Column on the Inventory Items Display: Until now, there has not been an easy way to know if an Inventory Item is in a Combined Item.  Or to display only the Inventory Items that are used in Combined Items.  A column has been added to the Inventory Items Setup display for Combined Item. Please see below:

A checkmark in the Combined column means that Inventory Item is used in a Combined Item. If you click the drop-down that defaults to “All”, you can select “True” or “False” to only display Inventory Items that are used in Combined Items or only Items that are not used in Combined Items. Please see below:

Expected Deliveries Report: This report will list Orders with the Delivery Dates selected for the report criteria.  It provides a quick way to know what orders you are expecting to be delivered.  An example of the report provided below: