Layout: Menu

Added written instructions for adding a new menu item.  Instructions are to the right of the visible layout, in Layout Mode.

Layout: Sales Order

Changed the Release to Picking… button to Release Sales Order.  Picking is now by order.  Batch picking has been removed.  This is in preparation for creating an Assembly Order (a.k.a. Build Order, Production Order, Manufacturing Order, Work Order, etc.).

Layout: Location

The field LOCATION::location was not visible on the Location layout as it was a calculation field and can be seen in the sub-header section (a.k.a. light blue section).  Added the location to the layout, below description and above zone.

Changed LOCATION::location to an auto-enter calculation, creating a string from zone, aisle, section, row, bin.

NOTE: Location should be modified to best suite your warehouse organization.  Zone, aisle, section, row, and bin are commonly used, but may not be required in your situation.  Customize as needed.

Added WAREHOUSE_global table occurrence.

Layout: Putaway

Created a card window for users to add a location via the Putaway layout.  Previously, a user could add any alpha numeric string in the Actual Location field.  If the string did not correlate to an existing location, it was added to the Location table.  However, only LOCATION::location was updated and not the fields zone, aisle, section, row, or bin.  Now, if a user enters a location that does not exist, a card window appears and offers the user a list of locations for that warehouse or the option of creating a new location.

Added a few fields, primarily to the ITEM table, for connecting to BOM Tree Pro (separate purchase).

Layout: Item

If an SKU does not have any vendors associated with it, the Preferred Vendor section has a gray text that reads "Add vendors" along with a button that opens up the item-vendor card window.

Layout: Home

A button has been added to the home layout to remove the demo data that ships with Trayse Inventory.  Obviously, this can be a very dangerous process.  It’s great for removing demo data but you don’t want it to remove production data.  Make sure to delete the temp scripts after removing the demo data.  They are conveniently stored in a Temp folder in Script Workspace.

Layout: Item

Can now search for a Vendor from the Preferred Vendor field in Find Mode.

Layout: Sales Order

If the customer does not have a shipping address, then a card window will appear.  This replaces the behavior where the user was taken to the customer’s record in the Company layout, which made it harder to return to the Sales Order layout.