Creating Purchase Orders from Quotes is now easier and more flexible.

See All Quote Items at a Glance
You can now see all items and sub-items from every quote section in a single, expandable table. You can select items/sections using checkboxes or use the 'select all' option.

Sorting and Filtering
The updated table now includes options for sorting and filtering items, adding custom columns, and saving the screen’s setup. This makes it easier to quickly locate and select items, whether by Cost Category, Supplier, or other criteria. To help distinguish between items and sub-items, new fields have been introduced: Parent Item and Type (Sub-item/Item).

These enhancements are also available when adding items to an existing Purchase Order through File → Add Items, ensuring a consistent user experience across different parts of the workflow.

Handling Quantities
When adding items to a Purchase Order, Archdesk sets the Quantity to the Remaining Quantity by default, but this can be adjusted manually. This applies to both individual items and entire sections, ensuring consistency. Previously, the system always used the Total Quantity, so this shift to using the Remaining Quantity for whole sections is a significant change. ⚠

Sub-item Naming
When creating a Purchase Order and selecting items, you now have the option to enable a new setting in the data table called ‘Naming sub-items’. If this option is turned on, Archdesk will automatically include the main item name in the sub-item when generating the Purchase Order. The naming will follow the sequence “Parent Item Name: Sub-Item Name”.

We’ve added several enhancements to the Quote Variations.

Now, you can:

• Add Advanced Item to Quote Variation,
• Add Items from Catalogue to Quote Variation,
• Create/Manage sections directly on the system interface,
• Update Schedule tasks related to Quote - in case variation edits an existing quote item that is related to some schedule task, its data is updated upon Quote variation full approval,
• Quote Variations Column on Project Budget with Total Cost Change values from variations,
• New Excel Exporter (View → Other Formats → Excel Variation Export).

For more details on Quote Variations, refer to the original announcement: Quote Variations - Archdesk Changelog.

With this release, we’re introducing two new options to improve the workspace for the Quote item table:

• Quote Expanded Table View is accessible for section preview in View → Expanded Table View. It allows users to hide quote section details, providing a cleaner and more focused view of their data. User preferences for this view are saved, ensuring a consistent experience across sessions. To exit the expanded view, go to View → Full Quote View.
• The Full-Screen Option for Quote Items is available in the top-right corner of the quote items table. This option maximizes the available workspace, making it easier to manage large amounts of quote data efficiently. Users can also edit data when using Full-Screen.

We’ve added new chart widgets to give your document control team a clearer overview of project documents.

These widgets make it easier to track where documents are in the process and spot any hold-ups. You can now see documents grouped by status, file type, and more at a glance, whether you’re looking at a global or project-specific dashboard.

⚠ To create new Project Document widgets on your account, please contact Archdesk Support Team.

Now, you can define the stock location (warehouse) where the order will be delivered. The stock availability will be updated based on the selected location.

Flow:

1. Select input on Purchase Order.
2. Triggers particular flow, e.g. move Purchase Order from the draft.
3. Stock is ordered/added to a specific location, as defined by configuration.

To learn more about Stock Order automation, refer to the recent announcement: Purchase Order synchronized with Stock change requests - Archdesk Changelog.

⚠ To activate this automation, please contact Archdesk Support Team.

Now, it’s possible to import additional data for sub-items in the Quote Excel Import Split strategy. The list includes:

• Quantity for each sub-item,
• Unit for each sub-item,
• Unit Offered Price for each sub-item.

⚠ To modify your Quote Import Template, please contact Archdesk Support Team.

We added new validations on a tendering module to ensure proper data entry when selecting winners and saving the Tender Analyze Offers page.

• Case 1: When selecting the item winner, choosing a winner is impossible if the Compliance (custom input) value is set to "No".
• 
  Case 2: When saving the Tender Analyze Offers page, you must select winners for each item; the winner field cannot be empty.
  
  

For more details on Tender Analyze Offers page, refer to the recent announcement: Multiple Tender Awardees - Archdesk Changelog.

⚠ To enable such validations on your account, please contact Archdesk Support Team.

This release improves how Archdesk tracks payments against invoices, particularly in relation to credit note payments affecting the overall due value of invoices.

Previously, handling Credit Notes could result in inaccuracies, causing invoices to be marked as overpaid, leading to potential misinterpretations in financial data.

Now, Credit Notes correctly lower the due value of the related Purchase Invoice, aligning with payments and ensuring accurate financial reporting.

Widgets and reports now account for stand-alone credit notes, whether or not they are linked to an invoice. This ensures that due amounts for each contact are accurately calculated, providing a complete balance at the contact level.

Creators Widget

Creators PDF Report

⚠ Remember that the Debtors/Creditors reports include invoices only in company currency. You can download such reports in Financials → Reports.

⚠ To enable or modify your Financial Reports, please contact Archdesk Support Team.

Now, it’s possible to connect the Quote item with the BIM Object when importing the quote.

Once you make this connection, you can see related BIM objects to each quote item on the data table and visualize Quote items on the BIM model by using option BIM → Visualize on [bim model name].

Previously, to have this relationship, it was required to create a Quote directly from the BIM Model.

⚠ To enable or modify your WIP Report, please contact Archdesk Support Team.