June 2025

24.33.02 - Automatic Conversion of Office National Booklist Web Orders to Sales Orders - We're making Back to School (BTS) processing faster and easier! You can now configure your system to automatically convert Office National Booklist web orders into Sales Orders, helping streamline order processing and reduce manual effort.

24.33.01 - New Way to Access BBS Release Notes - We've listened to your feedback! Many users have told us it's difficult to stay up to date with the new features we're constantly rolling out. After careful consideration, we've made changes to how we share release notes to make them easier for everyone to access - no more relying on email notifications.

24.32.03 - New Racking Label Option - 100x75mm - A new product racking label size has been created in BBS that is 100mm x 75mm which is ideal for pallet racking in the warehouse.

24.32.02 - Changes to Back To School - Create Sales Orders - A new option has been added to the BTS Booklist Management Dashboard that gives users greater control over how Back to School Sales Orders are created. Users can now choose whether or not to edit sales orders at the time of creation or create sales orders automatically without opening for manual editing.

24.32.01 - Convert Multiple Web/EDI Orders to Sales Orders - Users can now convert multiple Web/EDI orders into Sales Orders in one action by simply highlighting the relevant orders in the Web/EDI Order Inbox.

24.31.02 - Back to School Changes - New Features, Delivery Address Edit, Sort Order and Purchasing Comments have been added to Back to School - Booklist Maintenance and Up and Down arrows have been added BTS Booklist Management Dashboard allowing users to reorder booklists quickly.

24.31.01 - ***NEW*** Couriers Please (Per Consignment) Integration - BBS has added a new integration with Couriers Please - Per Consignment, giving you greater flexibility and control over your shipping process. Please note that the existing Couriers Please integration is still available and has been renamed to Couriers Please (Bulk Distribution) for clarity.

24.30.04 - Stock Requirements Manager Enhancement - For suppliers with live or overnight stock level updates, stock levels and their last updated date appear below the last purchase quantity and date in the Supplier Details section of the SRM, from here users can also double click a supplier in the Supplier Details list to order the highlighted item from that supplier, instead of the default supplier. This removes the need to double click the product and manually enter the supplier code.

24.30.03 - Contract Pricing Enhancements - We’re pleased to announce several significant improvements to the Contract Pricing system, designed to streamline management, improve visibility and enhance reporting.

24.30.02 - New Parameters added to the Back To School - Product Requirements Report - Two new parameters have been added to the Back to School Product Requirements Report to enhance filtering and customisation, Booklist Types and Booklist Statuses.

24.30.01 - Audit Trail Screen Enhancements - We’ve made two key improvements to the Audit Trail screens across the system: Search Functionality Added: Users can now quickly find specific entries using the new search field and Expanded Screen View: The screen layout has been enlarged for better visibility and easier navigation.

24.29.01 - Market Code & Customer Group added to Sales Order Management Dashbard Recalc Screen - Two new filtering options have been added to the Sales Order Management Dashboard Recalc screen, Market Codes and Customer Groups. These new filters give users greater flexibility and control to sort, analyse, and manage sales orders.

May 2025

24.28.05 - Direct Database Table Access API - We have introduced a new API endpoint that allows direct access to data within database tables. This powerful capability is designed for advanced users who require greater flexibility in accessing raw data for custom reporting or integration with third-party tools.

24.28.04 - New BBS Data APIs for Sales Orders and Sales Invoices - We are pleased to announce the latest enhancement to the BBS API: the addition of Sales Orders and Sales Invoices endpoints.

24.28.03 - Debtor On Account Improvements Phase II - We’ve introduced a new screen to improve visibility into debtor on-account transactions, making it easier to trace and understand how these transactions are applied. Note: No traceability is available for on account transactions prior to May 2025.

24.28.02 - Mailchimp Integration - We’re excited to announce a new integration between BBS and Mailchimp that streamlines customer data management and enhances your email marketing capabilities.

24.28.01 - Ability to insert a line on a quote at a specific line number - Users can now insert a line at a specific position within a quote. When viewing a quote, select the line where you want to add the new line, then click the More Options button and select Insert Line. A new line will be inserted above the selected line, making it easier to edit and manage your quotes precisely. Note: This feature is only available on Quotes.

24.27.07 - Phone Number Hot Link - Call Note Prompt - Phone number hot links now include a prompt for users to enter a note regarding the call when the phone number is double-clicked.

24.27.06 - New Refund Options - Gift Voucher/Store Credit - Users now have the option to issue a Gift Voucher or Store Credit when processing a refund, whether it's for a returned item or a refund of a payment against a sales order.

24.27.05 - Stock Receipting Cost UOM Value Box - The Cost UOM Value field in the Stock Receipting screen is now open for data entry. Entering a value in this field will trigger a recalculation of the Cost per UOM based on the quantity entered.

24.27.04 - ***NEW REPORTS*** Sales Order and Sales Invoice Price Exception Reports - Two new reports have been created to allow users to report on Sales Orders and Sales Invoices where a price has been charged different to the customers default price.

24.27.03 - ***NEW REPORT*** Gift Voucher Report - A new report Gift Voucher Report has been created to allow users to view gift voucher details including expired and finalised vouchers.

24.27.02 - Quick Attach Button added to P/O Management Dashboard – Update ETA’s screen - The Quick Attach button has been added to the Purchase Order Management Dashboard – Update ETA’s screen.

24.27.01 - Discount Tracking - A new Discount Tracking feature has been introduced and can be enabled in Point Of Sale, QuickPOS and Sales Order/Quote Entry & Maintenance. This feature prompts users to provide a reason when charging a sell price lower than the customer's default price or applying a discount percentage.

24.26.05 - Changes to Service Job Management Dashboard - A new button has been added to the Service Job Management Dashboard, giving users the ability to reassign and/or reschedule service jobs directly from the dashboard.

24.26.04 - New Offset button in Debtors Posting - A new Offset button has been added to the Debtors Posting screen, providing users with a faster and more efficient way to manage complex customer payments.

24.26.03 - Field Length Enhancement for Lookups - We have extended the character limit for Customer Code, Vendor Code, Equipment ID, General Ledger Account Number and Employee Code lookup fields across the system. These fields now support up to 50 characters, allowing users to input search criteria directly into the field without needing to click the magnifying glass icon or press the F2 key. This update eliminates the previous 6-character restriction and simplifies the search process by providing greater flexibility and ease of use.

24.26.02 - Sales Contact and email address has been added to New/Reactivated Accounts Report - The Sales contact name and email address has been added to the New & Reactivated Accounts Report.

24.26.01 - Multi-Select in Pick/Pack/Despatch Dashboard - Users can now highlight multiple orders in the Pick/Pack/Despatch Dashboard to batch print pick lists, package labels or mark orders as picked.

24.25.02 - End of Financial Year Changes - Changes have been made to eliminate the need for End of Financial Year backups to be run prior to performing the Inventory/Sales and Debtors Period Rollovers at the end of the financial year.

24.25.01 - New System Parameters for Picking Slips - New system parameters have been added to the Purchasing & Inventory > Warehouse section of System Parameter Maintenance giving users the option to print prices (GST inclusive or GST exclusive) and/or G/P % on picking slips.

April 2025

24.24.03 - Debtors On Account Improvements - We’ve made important enhancements to the On Account feature on a Debtor to improve traceability and remove previous limitations.

24.24.02 - Import Meter Readings from Spreadsheet - Users can now import meter readings directly into Meter Reading Entry/Maintenance screen using a spreadsheet. This new feature streamlines the process, saving time and minimising manual data entry.

24.24.01 - Print Product Labels during Stock Receipting - Users now have the option to print product labels during the stock receipting process by selecting the Print Product Labels checkbox on the Receipting Confirmation (Scan In) screen. This allows for labels to be printed and applied to products as the items are scanned saving staff the need to re-identify the products to apply the labels after the receipting process.

24.23.01 - Receipting Confirmation (Scan In) now highlights last product scanned - When using the Receipting Confirmation (Scan In) function in Stock Receipting, the last item scanned will now be automatically highlighted on the screen. This makes it easier for users to see where they left off during the scanning process, reducing errors and improving accuracy.

March 2025

24.22.04 - Product Overview added to General Information tab of Global Inventory Enquiry - A product overview has been added to the General Information tab in Global Inventory Enquiry. This enhancement allows users to quickly view a summary of the selected product without needing to navigate to other tabs. Double clicking a line will navigate users to the related screen for the data.

24.22.03 - New System Operator Restriction - A new restriction has been added to System Operator Maintenance allowing users with access permissions to disable the ability to invoice a service job from other users. This restriction allows service technicians to complete jobs without invoicing them immediately, ensuring the jobs can be reviewed prior to invoicing.

24.22.02 - Draft NCNs can now be emailed rather than printed - A new system parameter has been added to System Parameter Maintenance > Sales & Customer Service > Sales Ordering allowing users to enter an email address for NCNs awaiting approval to CARs to be emailed to instead of printed.

24.22.01 - New Ship Via option to not generate delivery paperwork - A new option has been added to Ship Via/Courier Maintenance where users can select to not generate delivery paperwork. This can be used for items that aren't being delivered eg licenses, electronic gift cards, loyalty claims - where the claim is an account rebate etc and an invoice or delivery docket is not required to be printed when the sales order is invoiced.

24.21.01 - Running Invoice total added to Generate Meter Reading Invoices -

24.20.04 - Changes to Company Status Report - Changes have been made to the Company Status Report that allows users to add department totals. Options are: Sales Department Totals (linked to the sales rep code), Product Department Totals (linked to the product group department code) or Both sales and product department totals.

24.20.03 - Ability to Print Product Labels Prior to Receipting Stock - Users can now print product labels prior to receipting stock with our new feature, allowing products to be labeled as they are being checked off the purchase order.

24.20.02 - Send SMS button added to Sales Order Management Dashboard and Picking Run screen - Users will now be able to send text messages to customer's via Sales Order Management Dashboard and Picking Run Maintenance & Invoicing by clicking the Send Follow-Up SMS button in the Sales Order Management Dashboard or the Send Order Collection SMS button in Picking Run Maintenance & Invoicing.

24.20.01 - QuickPOS Change Customer shortcut - Users can now change a customer in the QuickPOS by clicking the pencil icon at the bottom of the screen beside the customer’s name, this new feature complements the existing method available through the More Options (F10) button, providing additional flexibility and ease of use.

24.19.03 - ***NEW REPORT*** Customer Membership Report - A new report Customer Membership Report has been created to allow users to view customer membership details including expiry date.

24.19.02 - Gift Vouchers/Store Credits tab added to Global Customer Enquiry -  A new tab has been added to the Global Customer Enquiry screen, Gift Vouchers/Store Credits. This update allows users to view any active or past gift vouchers and store credits associated with the selected customer.

24.19.01 - New System Parameters for Thermal Receipt Settings - Three new system parameters have been added to System Parameter Maintenance > Sales & Customer Service > Point of Sale designed to enhance the thermal receipt functionality. Display Total Savings off RRP (Loyalty/Member Discounts), Display Total Savings from Promotions (Promotion Discounts) and Display Total Savings from Manual Discounts (Other Discounts).

24.18.07 - Outlook Email Templates for Debtors and Creditors - Users now have the option to send emails via Outlook using a saved template via the email button located beside an email address in Global Customer Enquiry and Global Vendor Enquiry.

24.18.06 - User Notification for Unposted Stock Receipt Invoices - Users with access will now receive notifications for unposted stock receipt invoices directly in the User Notification button.

24.18.05 - New Options Added to QuickPOS Product Shortcut Maintenance - Two additional options have been added to QuickPOS Product Shortcut Maintenance. Prompt Quantities (defaults to "On") – This option will prompt users to enter quantities when selecting products in QuickPOS and Prompt Prices (defaults to "Off") – This option will prompt users to confirm or adjust prices during the transaction process.

24.18.04 - Updates to Web/EDI Order Inbox - We have made minor updates to the Web/EDI Order Inbox to enhance its functionality and user experience.

24.18.03 - Automatic Future Cost Update from Source Product - We are pleased to introduce a new feature that automatically updates the future cost of a product when it is sourced from a source product. This is particularly useful when breaking down an EACH product into individual items, ensuring that the future cost is accurately reflected without requiring manual adjustments.

24.18.02 - New Substitute Product Suggestion Option - A new option has been added to only suggest a substitute product when the original product is out of stock. This enhancement ensures that substitute products are only proposed when the primary item is unavailable.

24.18.01 - QuickPOS - Process Returns - Users can now process returns directly in QuickPOS. This new feature makes it easier to manage return transactions, providing a seamless experience for both you and your customers.

February 2025

24.17.04 - Gift Voucher Balance added to Thermal Receipts - The gift voucher balance has been added to thermal receipts printed at POS, allowing customers to easily view their remaining balance directly on the receipt. This update enhances the customer experience by providing clear and instant access to voucher information at the point of sale.

24.17.03 - Overseas Shipment Tab Added to Global Vendor Enquiry Screen - A new Overseas Shipment tab has been added to the Global Vendor Enquiry screen. This update enables users to access and track overseas shipments, providing additional visibility and improving the management of international orders.

24.17.02 - Ability to Bulk Import Child Codes to a Parent Code - Users can now effortlessly import child codes in bulk under a parent code, streamlining data management and saving valuable time.

24.17.01 - New Modern Lookup Screens - Several lookup screens which are accessed using * Enter, F2, or the magnifying glass, have been upgraded to a new Modern Keyword Search interface. In the past, users needed to select an Index and enter a ‘Start At’ value to perform a search, or use the Keyword Search F5 button to enter keywords. With the new Modern Keyword Search screens, users can now search for records where any/all the search terms appear anywhere within the records being searched.

24.16.06 - ***NEW Module*** Sales Promotions - We are excited to introduce the new Sales Promotions module, designed to offer flexible and customisable promotional options for your business. This m

24.16.05 - New Menu Item - Special Pricing Levels - Dynamic Price Update - A new item, Special Pricing Levels - Dynamic Price Update has been added to the BBS main menu. This feature allows users to manually trigger a recalculation of special pricing levels that are set up as cost + or sell –.

24.16.04 - QuickPOS - Prompt for Sell Price on Zero Price Items - When entering or scanning a product in QuickPOS with a zero sell price, users will now be prompted to enter the sell price for the item.

24.16.03 - Changing Customer Mid-Sale in Point of Sale - When changing a customer mid-sale in the Point of Sale, users will now be prompted to update the price on line items only where the price was manually adjusted from the original customer/product default price.

24.16.02 - QuickPOS - Ability to Sell the Same Product at Different Prices or Discounts - Previously, QuickPOS did not allow selling the same product at different prices or discount percentages within a single sale. For example, it was not possible to sell 5 items at full price and 1 item at 50% off. This has now been updated. Users can split a sale line to apply different prices or discounts to quantities of the same product.

24.16.01 - Price Type Tracking on Sales - BBS has introduced a new feature to better track prices manually adjusted by users. The customer default price and price type are now recorded on all sales invoice lines. This information is visible in the Sales Invoice Line Enquiry screen, allowing for improved tracking and visibility of any price changes made during the sales process.

24.15.03 - New POS Login option - A new login method has been introduced to the Point of Sale and QuickPOS systems. This new method eliminates the need for users to enter an operator code to process transactions, instead requiring a Sales Rep code for each transaction. This streamlined login process allows businesses to manage POS operations more efficiently, especially when retail staff share point-of-sale logins.

24.15.02 - Product Label Printing from Stock Receipts - A change has been made to the logic used for the printing of Shelf/Product labels. Where a product is set to generate a product label based on the system defaults, product group setting or on the product itself, or where a product label format has been specified in the auto-select screen of Shelf/Product Label Printing, product labels will be generated for the quantity that is going into stock. Where a product is set to print a shelf label based on the system defaults, product group setting or on the product itself, or where a shelf label format has been specified in the auto-select screen of Shelf/Product Label Printing, a single shelf label will be generated if the price is different now to the last time the label printed, or the shelf label has never been printed before.

24.15.01 - Shelf/Product Label Printing Improvements - We are pleased to announce a significant enhancement to the shelf/product label printing system. With this update, users can now set a system wide default shelf/product label size, along with default shelf/product label sizes for product groups and individual products. Additionally, users retain the flexibility to override the default sizes during label printing, ensuring a tailored solution for unique labeling needs.

24.14.04 - Jump To (F8) button added to Instant Global Search (F11) - A Jump To (F8) button has been added to the Instant Global Search (F11) for an array of entities and transactions where the associated enquiry has access to a jump to menu. This improvement saves users from having to navigate from the Instant Global Search (F11) screen, to the associated enquiry, and then to the Jump To (F8) menu.

24.14.03 - ***NEW*** Product Sub-Group Maintenance - We are excited to introduce a new feature that allows products to be assigned to sub-groups in addition to the existing product group. This enhancement provides more flexibility in organising and classifying products, offering improved categorisation for reporting and analysis.

24.14.02 - Manufacturer drop down list - Users now have the ability to create a list of Product Manufacturers via BBS System Lists Maintenance and then select from this list when creating or editing products in Product Masterfile Maintenance.

24.14.01 - Changes to BBS Main Screen - Changes have been made to the BBS main menu with the removal of the Search Menu (F7) button that was at the bottom of the screen and replaced with a search field Filter (F7) which appears at the top of the screen, here users can enter keywords to filter the menu tree to find programs and reports easier. Based on usage data, we've added four new buttons at the top of the screen to include the most frequently used menu items, providing quick access for a more streamlined and efficient user experience.

24.13.05 - ***NEW*** Web/EDI Order Field Mapping Maintenance - A new program, Web/EDI Order Field Mapping Maintenance has been introduced to BBS to eliminate the need for users to manually enter the shipping and payment types on sales orders converted from web orders. Users will be able to map web order values for Ship Via methods and Payment methods to the BBS value, which will then be automatically populated on the sales order when converted from a web order.

24.13.04 - New Field in Web Order/ Enquiry/Maintenance - A new field has been added in Web Order Enquiry/Maintenance displaying to users the requested ship method on the order. This field is automatically populated where available from the integrated website the order was received from.

24.13.03 - New System Parameters - New fields have been added to System Parameter Maintenance > Sales & Customer Service Pricing section allowing users to enter List Price long and short names and Alternate Price long and short names. If left blank, the system will use the default price level names.

24.13.02 - ***NEW FEATURE*** Membership System - We are excited to introduce a new membership system that allows customers to purchase a membership for a set price or receive it for free, enabling them to access exclusive discounts. This new feature provides flexibility for both businesses and customers, offering an easy way to manage memberships and unlock special pricing benefits.

24.13.01 - ***NEW FEATURE*** Gift Voucher/Gift Card and Store Credit Tracking Feature - Previously, BBS did not offer the ability to track gift vouchers, gift cards, or store credits for retail customers. While users could sell a gift voucher using the VOUCHER product code and redeem it via the Voucher payment type in the POS system, tracking the redemption and remaining balance of the voucher was handled manually by the user. A Gift Voucher/Store Credit Tracking feature has now been implemented in BBS to provide better management and tracking.

January 2025

24.12.07 - New option in Product Masterfile Maintenance - Exclude from Sales Analysis/Reporting - Products can now be marked for exclusion from sales analysis reporting, offering the same functionality previously only available for entire customers or single invoices. This new feature enables more precise and tailored reporting by allowing users to exclude specific products, such as those used for invoicing reimbursements, gift vouchers, and similar items, which do not represent actual sales.

24.12.06 - Positive quantities can now be entered on a credit note - Users can now enter positive quantities on a credit note within Sales Invoice/Credit Entry & Maintenance. This enhancement provides greater flexibility, allowing for more accurate adjustments and easier management of credit notes. By enabling the entry of positive quantities, users can now process exchanges, or adjustments more efficiently, improving overall workflow and accuracy in transaction handling.

24.12.05 - Changes to Pay on Pickup Customer Entry/Maintenance - Changes have been made to the Pay-on-Pickup Customer Entry/Maintenance screen, allowing users to edit CRM custom fields.

24.12.04 - *** NEW QuickPOS Feature*** Product Shortcuts - We are excited to introduce a new feature in QuickPOS that allows users to create customisable product shortcuts for quicker access to frequently used items.

24.12.03 - QuickPOS - Reprint Invoices/Reprint Receipts button moved to More Options Menu button - To make way for an exciting new feature, the "Reprint Invoices/Reprint Receipts" button, previously located on the QuickPOS main screen, has been moved under the More Options button.

24.12.02 - Change Customer option added to QuickPOS - A new option has been added under the More Options button in QuickPOS, allowing users to change the customer for the sale. Previously limited to cash sales only, QuickPOS can now be used for all Walk-In sales, including those for the default cash sale account, pay-on-pickup accounts, or account customers.

24.12.01 - More Options button added to Sales Invoice/Credit Entry & Maintenance - A new button, More Options > Reset Pricing has been added to Sales Invoice/Credit Entry & Maintenance. This new functionality allows users to quickly reset pricing on existing entries, ensuring accurate and up-to-date pricing management.

24.11.02 - Audit Trails now visible on Quotes - Audit trails are now visible on Quotes, providing better visibility into all changes made. Users can track the history of each quote, including who made the changes and when, ensuring greater transparency and accountability.

24.11.01 - Sales Order Management Update ETA Comment now recorded in Sales Order Notes/Attachments - When backorder ETA's on sales orders are accepted via the Sales Order Management Dashboard Accept B/O ETAs button, and a comment has been entered, the comment will now be recorded in Sales Order Notes/Attachments.

December 2024

24.10.04 - Release multiple sales orders from Credit Hold - Users can now efficiently release multiple sales orders from credit hold by selecting the relevant orders simultaneously in the Sales Order Credit Hold Release screen.

24.10.03 - Manual Manifest Print-Out changes - The manual manifest printout has been updated to include additional information for improved tracking and communication. Now, you will see the contact name, phone number, and customer order number directly on the manual manifest print-out.

24.10.02 - More Options button added to Sales Order History tab of Global Customer Enquiry - The More Options button has been added to the Sales Order History tab of Global Customer Enquiry. This button is available when one or more sales orders are selected in the list box.

24.10.01 - eWay token pre-auth $0.01 - When creating a new payment token in Integrated Payment Token Maintenance via eWAY, a $0.01 pre-authorisation will now be processed to verify the validity of the card details provided. This step ensures that the card is ready for charging when required.

November 2024

24.09.04 - Changes to Bank Transaction Feeds - Create New Transaction - Users now have the option when creating a new transaction for a deposit in the Bank Transaction Feeds screen to enter 'I' followed by the invoice number or 'O' followed by the sales order number or 'C'  followed by the service job number, similar to the process in Bank Deposit Entry.

24.09.03 - Meter Reading Billing Quick Meter Entry - Users can now double-click on any machine listed in the list box in Meter Reading Billing to quickly navigate directly to Meter Reading Entry/Maintenance to enter meter readings for that specific machine.

24.09.02 - New Print Order/Delivery Labels Option - Pallet Labels (A4) - A new option has been introduced to generate A4-sized labels for pallet shipments delivered to customers.

24.09.01 - Changes to Sales Ordering Bulk Maintenance - A new option has been added to Sales Ordering Bulk Maintenance under the Manual Stock Allocation dropdown allowing users to keep the order on manual stock allocation while allocating any available stock.

24.08.01 - VDRS Performance Improvements - We have made significant enhancements to the VDRS, specifically improving the performance of reports that link to other reports. During testing, these improvements have reduced report completion times by up to 90%, making some reports finish in just 10% of the time they previously required.

24.07.02 - BBS <-> BBS Live Stock Levels - We are excited to introduce an impactful new feature in BBS Accounting: Live Stock Level Integration between BBS users! This enhancement enables BBS users to connect and view each other’s live stock levels of products in real time.

24.07.01 - API Integration - We are pleased to announce the release of the BBS API, which now allows external applications to securely access data for products and customers within BBS Accounting. This API provides read-only access via HTTPS (secure) web requests, enabling integration with external systems while maintaining data security and integrity.

24.06.07 - Stocktake - Enter Physical Count changes - Updates have been made to Stocktake - Enter Physical Counts screen to make the screen more user friendly.

24.06.06 - New system parameter for Starshipit Integration - A new parameter has been added to the Starshipit Integration system settings, allowing users to specify whether parcels should default to requiring a signature upon delivery. By enabling this parameter, users can ensure that all outgoing parcels automatically request a recipient’s signature, enhancing delivery security and confirming receipt. This added functionality provides greater control over shipment preferences and aligns with delivery verification needs.

24.06.05 - Customer ageing added to Bank Transaction Feed - Create New Transaction screen - The Bank Transaction Feed - Create New Transaction screen has been reorganised to enhance functionality. Now, when creating a new transaction for a Cash Receipt (Customer Payment), the screen displays the customer's ageing information, enabling users to view outstanding balances directly within the transaction creation process. This update provides greater insight and convenience for managing customer payments.

24.06.04 - New column added to Purchase Order Enquiry - A new column has been added to Purchase Order Enquiry displaying the suppliers item code. Double clicking the Supp Item hotlink will navigate users to the Supplier Product Catalogue Enquiry screen for the selected item, provided a catalogue entry exists for it.

24.06.03 - Manifest Report parameter change - The parameter previously labeled By Courier/Storeperson in the Manifest Report has been renamed to Report By. This updated parameter now includes an additional option, Operator, allowing for more flexible reporting by either courier, storeperson, or operator.

24.06.02 - Picking Run Maintenance & Invoicing - New buttons - Two new buttons have been added to the Picking Run Maintenance & Invoicing screen. Allowing users to (1) view the PDF of all orders in the selected picking run (ie the Picking Run document) and (2) to print a consolidated picking slip for all orders within that picking run.

24.06.01 - New System Parameter - A new system parameter, MPS Cost Recovery Product, allows users to use a specified product code for MPS billing, (Generate Meter Reading Invoices) to account for the value of consumables and other items provided at no cost under the MPS agreement. If this parameter is not configured, the system will default to product code MISC for these charges.

24.05.03 - New System Parameters Screen - The System Parameter Maintenance program has been redesigned, making it easier to navigate and more intuitive for users. This new look is aimed to enhance usability, allowing users to access and manage system parameters with greater ease and efficiency.

24.05.02 - New Print Package Label Screen - Users can now print package labels for individual sales orders via the Print Order button in Sales Order Enquiry or for individual and/or multiple sales orders via the More Options button > Print Order options in the Sales Order Management Dashboard, the Outstanding Sales Orders tab of Global Customer Enquiry and the Outstanding Sales Orders tab of Global Inventory Enquiry.

24.05.01 - More Options Menu for Sales Orders - A new button, More Options has been added to the Sales Order Management Dashboard, the Outstanding Sales Order tab of Global Customer Enquiry and the Outstanding Sales Order tab of Global Inventory Enquiry. This button is available when one or more sales orders are selected in the list box. It enables users to perform Bulk Maintenance on multiple selected sales orders and/or print orders in various formats, including: Sales Order (Internal Copy), Order Confirmation, Proforma Invoice, Delivery Note, Delivery Note (POD), Quotation, Work Order, Picking List (Ad Hoc), Package Label.

October 2024

24.04.04 - BTS Costing Improvements -  Users now have greater control over cost and gross profit (GP) calculations for Back to School booklists and quotes. Users can now designate a single supplier for BTS cost pricing and apply special BTS pricing to specific customer groups, ensuring more accurate and tailored GP calculations.

24.04.03 - BTS Booklist Quotes - Improvements have been made to BTS booklists giving users the ability to create booklists directly from sales order quotes in Sales Order Entry and Maintenance. By selecting the new "BTS Booklist Quote" type, users can generate and link booklists to quotes, ensuring quoted prices are accurately reflected on the booklist.

24.04.02 - ***NEW PROGRAM*** - Booklist Management Dashboard - A new program has been added to the Back to School module in BBS. The Booklist Management Dashboard introduces new features that enhance the user experience by allowing greater flexibility and control over managing booklists. Users can now copy, edit, and filter booklists more efficiently, streamlining the process of maintaining and organising lists.

August 2024

24.04.01 - Secondary MFA for Payroll Module - Companies can now enforce secondary SMS multi-factor authentication for users accessing the payroll module.

July 2024

24.03.09 - BBS Codes in Double-T Product Filter - Users can now enter BBS product codes in Double-T Product Filter Maintenance to hide store products from specific customers/web logins.

24.03.08 - Additional details and Inventory Enquiry button added to MOQ warning in Stock Requirements Manager - The minimum order quantity warning pop up in the Stock Requirements Manager has been updated. It now includes additional details and an Inventory Enquiry button. This enhancement informs users that when ordering a non-core product from the specified supplier will result in stock on hand remaining based on the selected supplier's minimum order quantities.

24.03.07 - ***NEW REPORT*** Sales Exception Override Report - A new report Sales Exception Override Report has been created to allow users to view all sales exception overrides within a specified date range.

24.03.06 - Sales Exception Overrides are now Audited - Sales exception overrides are now audited on transactions that support auditing. e.g. Sales Orders, NCN/CARs and Reoccurring Sales Orders.

24.03.05 - Sales Ordering - Sales Order Options screen change - Changes have been made to the Sales Order Options section in Sales Order Entry/Maintenance with the removal of some of the tick boxes and the addition of a drop down arrow, where users can now select the sales order type.

24.03.04 - Sales Ordering - Manual Stock Allocation option - Users now have the option to mark a sales order for manual stock allocation. Where a sales order has been marked for manual stock allocation, all items will be backordered and no stock will be allocated to the sales order until it is removed from manual allocation.

24.03.03 - Sales Ordering - Reset Pricing option - Users now have the option to reset the pricing of all lines on a sales order by selecting Reset Pricing under the More options button in Sales Order Entry/Maintenance. Pricing can be reset to Customer Default Price, Standard Sell Price, Catalogue/List Price, Government/Education Price or one of the six special pricing levels (if setup in your system).

24.03.02 - Multiply Line Quantities change - The multiply line option in Sales Order Entry/Maintenance - Lines Tab under the More Options drop down has been renamed to Multiply/Divide Line Quantities and allows users to multiply or divide all quantities on a sales order or quote by a certain value. This can be useful when quoting a customer for a group of items, and they accept the quote and want multiples of the quote or where you quote multiple groups of items and they only want a portion.

24.03.01 - Changes to Shelf/Product Labels - Slight changes have been made to the Print Product/Shelf Labels and Shelf/Product Label Printing screens allowing users to select from a drop down list the prices they wish to print on the labels. Options are GST Inclusive, GST Exclusive or No Price.

24.02.04 - Automatic Substitution of Discontinued Products - Where a product is flagged as Discontinued/Obsolete and has no stock available, and where that product has a substitute product configured, BBS will now automatically substitute the product and display the substitution information to the user when entering Sales Orders/Quotes and POS Sales.

24.02.03 - Edit Opportunity button added to CRM - Opportunities - Users will now be able to edit an Opportunity in Contact Relationship Manager - Opportunities if they have access to CRM Opportunity Definition Maintenance and an opportunity has been selected from the drop down list.

24.02.02 - Purchase Order Management Update ETA Comment now recorded in Purchase Order Notes/Attachments - When ETA's on purchase orders are updated via the Purchase Order Management Dashboard Update P/O ETAs button, and a comment has been entered, the comment will now be recorded in Purchase Order Notes/Attachments.

24.02.01 - Purchasing Comment added to BOM profiles for builds and bundles - Purchasing comments can now be added to Bill of Materials - Build Profiles for builds and bundles.

24.01.06 - New Couriers Please label size - An additional label size has been added to Couriers Please Integration. Users can now choose between two sizes, 100 x 75 and 100 x 150.

24.01.05 - Delivery suburb added to Sales Order Management Dashboard - The delivery suburb for each sales order is now visible in the Sales Order Management Dashboard.

24.01.04 - Stock Receipting Scan In - Entry Mode vs Auto Mode - A new feature has been added to the Receipting Confirmation (Scan In) screen allowing users to select between Auto Mode and Entry Mode.

24.01.03 - Stock Receipting Scan In - Compare Quantities option added - A new field has been added to the Receipting Confirmation (Scan In) screen allowing users to compare quantities receipted in against the ordered quantities or the receipted quantities.

24.01.02 - Draft Stock Receipts Improvements - When receiving stock receipts in as a draft, users can now leave the Checked By field blank to ensure they don't accidentally click Update Receipts instead of Save Draft and that the storeperson that checks off the goods fills in the Checked By field.

24.01.01 - Exclude Customer Groups from Min/Max & Weekly Usage Calculations -  A new parameter has been added to Min/Max large Custs/Sales tab in Min/Max/WoS Settings Maintenance allowing users to exclude Customer Groups from the calculations.

June 2024

23.33.06 - NEW FEATURE - Delivery Zones - A new feature called Delivery Zones has been created to facilitate better management of deliveries being conducted using your own transport (ie orders not sent via a courier).

23.33.05 - Multiply Sales Order Quantities - A new option has been added to the Sales Order Entry/Maintenance - Lines Tab under the More Options drop down to allow users to multiply all quantities on a sales order or quote by a certain value.

23.33.04 - NEW REPORT - Product Barcode Problems Report - A new report Product Barcode Problems Report has been created to allow users to view, and potentially fix, problems with barcodes on products.

23.33.03 - Sales Exceptions - Override Required - As per the pre-release note sent out on the 7th of June, some changes have been made to the way the system handles overriding sales exceptions.

23.33.02 - Ship Via/Courier Maintenance Moved - The Ship Via/Courier Maintenance menu option has been moved on the Main Menu.

23.33.01 - BBSEmploy Leave Requests - Employees can now submit and edit unapproved leave requests on the BBSEmploy Mobile App.

May 2024

23.31.04 - Service Job Completion - Invoice Destination Drop-Down - Invoice Destination Drop-Down - A drop-down box has been added to Service Job Completion - Complete Job to replace the 'Print/Send Invoices' tick box to allow for a third option.

23.31.03 - Mark Service Tech Inactive - An option has been added to Service Technician Maintenance to allow users to mark a service technician as inactive.

23.31.02 - Employee Leave Requests - A new feature has been developed in BBS to record and manage employee leave requests.

23.31.01 - Payroll Public Holidays - BBS now has the facility to record public holidays for the purposes of payroll to allow an automatic deduction of the public holiday hours from the employee's base hourly ADE code, and the addition of the public holiday hours on a separate public holiday ADE code.

23.30.03 - Starshipit Integration - BBS has developed integration with the Starshipit platform to allowing you compare different courier rates for a consignment within BBS, and to book those consignments through Starshipit directly from BBS.

23.30.02 - Payrun Errors and Warnings - Two new buttons have been added to Payrun Entry/Maintenance to allow users to view errors or warnings for the payrun.

23.30.01 - New Payroll Features Coming - Preparations Required - We will be releasing three new features in the coming weeks to better assist in employee payroll management. Please follow the steps in this release note to prepare for the new features.

23.28.04 - Pack/Carton Quantities Added to Picking Slips - Additional detail has been added to picking slips where products are set up with multiple selling units of measure in the Warehouse Details tab of Product Masterfile Maintenance.

23.28.03 - ***NEW MENU ITEM*** Mass Product Substitution - A new menu item, Mass Product Substitution has been added to the Main Menu allowing users to substitute a specified product code en mass to a different product code on outstanding sales orders using a selection of parameters. This can be useful when a product has become out of stock and unavailable, and the product is currently on backorder on multiple sales orders.

23.28.02 - ***NEW REPORT*** Sales Report Generator - Top Sales Report - A new report has been added to the Reports Menu allowing users to compile a report displaying their top sales using a selection of parameters. This report replaces old blue screen reports such as the Top Customer Report and the Top Product Report.

23.28.01 - Telephone Number hotlinks - Hot links have been added to all telephone numbers in BBS. If you use a web phone or soft phone on your PC, this should dial the number directly on the soft phone. If you use VoIPLine Telecom for your phone system, you can purchase integration licenses and set up direct integration between BBS and your handsets.

APP0.4.0.01 - Stock Receipting (Put Away Receipted Stock) - A new module has been created for the BBS Atom mobile app to help facilitate the putting away of stock received from suppliers.

APP0.3.6.02 - Invoice Line History and Receipts History Added to Inventory Enquiry - Two new sections have been added to the Inventory Enquiry on BBS Atom to show the Invoice Lines History and Receipts History for a product.

APP0.3.6.01 - Warehouse and Search Box Added to Picking Run Screen - A warehouse drop-down box has been added to the Picking Runs screen on BBS Atom to allow users to select an alternate warehouse to pick from.

APP0.3.4.01 - Pick by Scanning - A new feature has been added to the BBS Atom Mobile App, Picking Run module, to allow users to pick one product at a time and verify the product being picked via an external (eg bluetooth) barcode scanner.

APP0.3.0.03 - Editing Customer/Prospect Details - A new feature has been added to the BBS Atom mobile app to allow users to update customer and prospect details from the Customers module.

APP0.3.0.02 - Adding, Editing and Deleting Contacts - Features have been added to the BBS Atom mobile app, in both the Customers and Suppliers modules, to allow users to Add, Edit and Delete contacts for a customer or supplier.

APP0.3.0.01 - Leads Module added to BBS Atom -  A new module has been added to the BBS Atom mobile app for CRM Leads.

April 2024

23.27.03 - ***NEW REPORT*** - CRM Leads - A new report has been added to the Reports Menu allowing users to compile a report for CRM Leads using a selection of parameters.

23.27.02 - Options Added for Leads in Direct Marketing - A new option has been added to Direct Marketing - Email Address Export allowing users to include Leads on the report. Users also now have the option to select Leads when using Auto Add Recipients to Campaign in a Direct Marketing Campaign.

23.27.01 - Website Field added to CRM Prospect Entry/Maintenance - A new field has been added to CRM Prospect Entry/Maintenance allowing users to enter a web address when creating a new Prospect, and when editing an existing Customer or Prospect in CRM - Customers.

OB23.25.01 - Competitor Prices - Office Brands are now scraping competitors within the industry for current pricing. BBS is now able to import the competitor pricing from Office Brands and display it for users.

March 2024

23.24.06 - ***Introducing BBSEmploy*** - BBSEmploy is a mobile application designed exclusively for the employees of businesses utilising our payroll module in BBS Accounting and BBSCloud. This free mobile app is tailored to enhance the employee experience by providing easy and secure access to their employment records. We believe that introducing your employees to BBSEmploy will not only streamline their interaction with your payroll officer, but also contribute to a more efficient and engaged workforce.

23.24.05 - CRM Leads - We are excited to announce the latest addition to the Contact Relationship Manager: Leads. This powerful tool is designed to streamline your sales process from initial contact to conversion, providing you with greater control and efficiency every step of the way.

23.24.04 - Default Ship Method added to Web Order Enquiry/Maintenance screen - The default ship method for the selected customer or customer/delivery address is now visible in the Web/EDI Order Enquiry/Maintenance screen.

23.24.03 - Changes to Sales Order Credit Hold Release - The button previously known as Send Rep Hold Notice in Sales Order Credit Hold Release has been renamed to Send Credit Hold Notification allowing users to select to send the hold notification to either the staff member who raised the order or to the customer/orderer who placed the order.

OB23.24.02 - General Stationery Supplies EDI Invoices - BBS has developed integration with General Stationery Supplies to allow their invoices to automatically drop into BBS as a ‘Supplier EDI Invoice’ to enable faster receipting. These invoices will appear in your system the same way invoices from other BBS users do (assuming you have enabled this feature).

23.24.02 - Changes to Work Performed tab in Service Job Completion - When inputting Work Performed on a Managed Machine in Service Job Completion, there is a new pop up asking users if they would like to enter a meter reading for the managed machine.

OB23.24.01 - General Stationery Supplies EDI - General Stationery Supplies are now providing indicative costs within their supplier product catalogue. This can be useful to identify unit of measure differences when matching products in Supplier Product Catalogue Data Matching.

23.24.01 - Changes to Sundry Invoice Items tab in Service Job Completion - The tab previously known as Sundry Invoice Items in Service Job Completion has been renamed to Sundry Invoice Items / Additional Parts. Users now have the ability to include regular products, not limited to non-diminishing items, in this section when finalising a job.

23.23.03 - Overseas Purchasing in the Stock Requirements Manager - The Stock Requirements Manager has been updated to allow for overseas purchase orders to be compiled and created. This includes purchasing via purchasing comments, direct deliveries and EBIs as well as general purchasing from the main screen.

23.23.02 - New button to reset Picked Quantities - A new button has been added to Picking Confirmation (Scan Out) allowing users to reset all picked quantities back to zero. This can be useful for users picking from the BBS Atom mobile app that also want to utilise the scan out functionality.

23.23.01 - Import Counts button added to Stocktake Enter Physical Counts - The Stocktake - Enter Physical Counts screen now features a newly added button labelled Import Stock Counts, allowing users to copy/paste information from a spreadsheet to be imported.

February 2024

23.21.05 - New button and hotlinks added to open addresses in Google Maps - Numerous screens within BBS now feature an additional button and hotlinks. Upon clicking, users will be seamlessly redirected to the corresponding location on Google Maps.

23.21.04 - Make Test Company Changes - Users with access can now create up to 6 separate test systems via Make a Test Company.

23.21.03 - Clear Window Position/Size Preferences Option - An option has been added to User Preferences under the System button on the Main Menu screen allowing users to reset all their window sizes and positions back to defaults. This is useful for when screens won’t open because they are opening off the screen.

23.21.02 - Extra option added to display manufacturers part number on documents - An extra option has been added to System Parameters allowing the manufacturers part number to be displayed on documents.

23.21.01 - Changes to Bank Transaction Feeds - A modification has been introduced to the Bank Transaction Feeds, wherein, if BBS cannot identify an entire ageing period matching the bank transaction, it will subsequently initiate a search for individual invoices that correlate with the payment amount.

December 2023

23.18.04 - Previous 25 months of sales added to selected screens - New columns have been added to selected screens showing the previous 25 months of sales.

23.18.03 - Total row added to Buying Patterns & Analysis tab of Global Customer Enquiry - A total row has been added to Buying Patterns & Analysis tab of Global Customer Enquiry.

23.18.02 - G/L Trial Balance report now generates an Excel report as well as a PDF. - The G/L Trial Balance Report now generates an Excel report as well a a PDF.

23.18.01 - VDRS Saved Report Improvement - The VDRS will now retain expanded column groups when saving a report. This means users will no longer need to click the > arrow on the column group headings to show all the columns they want displayed on their saved reports.

November 2023

23.17.02 - ***NEW FEATURE*** - QuickPOS - We are excited to introduce our latest enhancement to the Point of Sale module - the QuickPOS. This streamlined and touch-screen-friendly interface is designed to expedite your cash sales processing, offering a more efficient and user-friendly experience for selling goods over the counter.

23.17.01 - FreightExchange Integration - BBS has developed integration with FreightExchange to facilitate integrated freight functionality, directly in BBS Accounting, when despatching sales orders for delivery.

23.16.05 - New Parameter added to Direct Marketing Email Address Export - A new parameter has been added to the Direct Marketing - Email Address Export allowing users to select one or more CRM Opportunities that the customers must belong to to appear on the export.

23.16.04 - Direct Marketing - Opportunities - A new option has been added to the Auto-Add function in Direct Marketing Campaigns to select all customers that belong to a CRM Opportunity.

23.16.03 - CRM Tasks Calendar - Users will now be able to view CRM tasks in a calendar format. By clicking the Calendar (F6) button in Contact Relationship Manager - Tasks, users will be able to switch from list view to calendar view and vice versa.

23.16.02 - UOM/CVF Helper button in Product Masterfile Maintenance - Users will now be able to easily work out the purchasing unit of measure and conversion factors on a product where the selling and purchasing units of measure differ using the UOM/CVF Helper button in Product Masterfile Maintenance - Suppliers & Cost Pricing tab.

23.16.01 - ***NEW FEATURE*** - CRM Opportunities - We are excited to introduce a powerful new feature in the Contact Relationship Manager designed exclusively to empower your business growth - 'Opportunities'. The Opportunities feature is a game-changing addition to our CRM software, specifically designed to help you uncover potential sales opportunities amongst your existing customers. This innovative feature operates on a set of customisable criteria defined by you, enabling the identification of various avenues for increased sales.

23.15.04 - Reoccurring Service Jobs - Users now have the ability to create reoccurring service jobs by selecting the job status of Reoccurring Job in Service Job Entry/Maintenance, and by entering the required details on the Recurrence Details tab.

23.15.03 - Copy a Purchase Order - Users now have the ability to copy a purchase order. This can be done via Purchase Order Entry/Maintenance or via the Jump To menu in Purchase Order Enquiry.

23.15.02 - New warnings in Stock Receipting when Updating Receipts - New warnings have been added to Stock Receipting when updating receipts to warn users where there has been a large average cost change or where direct delivery receipts differ to the direct delivery sales order.

23.15.01 - Pay on Pickup Customer Document Destinations - Users will receive new pop ups when a Pay on Pickup customer is created with an email address or an existing Pay on Pickup customer's email address is updated via Pay-on-Pickup Customer Entry/Maintenance asking if they would like the document destination set for all invoices and credit notes.

OB23.14.01 - Synnex Australia Stock/Product Catalogue Integration - BBS now has integration with Synnex Australia for stock on hand and product catalogues.

23.14.01 - ***NEW MODULE*** - Managing Superannuation Payments - We are excited to introduce new features in our payroll system aimed at improving the efficiency of managing superannuation payments for your employees. With these updates, you now have two convenient methods to handle superannuation payments. SAFF File Export and Clearing House Upload and SuperStream Integration.

October 2023

23.13.03 - ***NEW REPORT*** - Sell Price Check Report - A new report has been added to the Reports Menu. The Sell Price Check Report allows users to generate a report to find prices that are below or above a specified G/P %.

23.13.02 - Grouping on Xcellerated reports - Xcellerated reports that have headings and totals which form sections, will now automatically show grouping options to the left hand side of the report in Excel.

OB23.13.01 - New option for Office Brands Data Imports - A new parameter has been added to the system when importing data from the Office Brands data portal to flag products as discontinued in BBS when Office Brands mark them obsolete. This new option will need to be enabled in your company's System Parameters for users that wish to use it. Please contact support@bbsoftware.com.au if you would like this new option switched on.

23.13.01 - Parameter added to Service Agreements Report - An additional parameter has been added to Service Agreements Report allowing users to hide expired Agreements.

23.12.01 - ***NEW MODULE*** Bank Transaction Feeds - We are excited to introduce a powerful new feature that promises to revolutionise how you process your banking transactions within BBS Accounting. With this new feature, you can now effortlessly import banking data via QIF files exported from your internet banking platform to create a Bank Transaction Feed in BBS Accounting which can be used to automate transaction matching and processing and also to automate your bank reconciliations. Say goodbye to manual data entry and hello to a faster and more accurate and efficient process.

23.11.01 - ***NEW FEATURE*** Document Processing Centre - The Document Processing Centre is a powerful feature integrated into BBS, designed to streamline your document handling process. With this feature, you can effortlessly upload files directly into BBS, or even send them via email to special addresses assigned for this purpose. The system will then seamlessly extract transaction details using advanced artificial intelligence (AI) technology, enabling you to process transactions efficiently and accurately.

23.10.01 - Bank Reconciliation on Main Menu and Reports Menu renamed Banking - Some new exciting features are coming to BBS and in anticipation of these new features we have renamed Bank Reconciliation on the Main Menu and Reports Menu to Banking and have adjusted the structure as required.

September 2023

23.09.02 - ***NEW MODULE*** Overseas Import Shipments - A new module has been created in BBS Accounting to enable users to facilitate the import of goods from overseas suppliers. This module allows users to create purchase orders in overseas currencies, make pre-payments for goods and import costs in an overseas or local currency, and to create Overseas Import Shipments to calculate the landing costs for imported goods.

23.09.01 - Bill to Customer added to Equipment - An additional field has been added to Equipment Masterfile Maintenance allowing users to specify a different customer code to bill service calls to.

23.08.02 - Foreign Currency Creditor Improvements - Improvements have been made to Creditors where exchange rates are used.

23.08.01 - Quick Attach added to Cash Book Journals - The Quick Attach button has been added to Cash Book Journal Entry and the Notes & Attachments button has been added to Cash Book Journal Enquiry.

August 2023

23.07.02 - ***NEW PROGRAM*** - Debtors Collection Dashboard - A new program has been added to BBS Accounting that allows users to manage delinquent debtors. The Debtors Collection Dashboard allows users to view all customers that have breached their credit terms based on the reminder days set up in Debtors Terms Code Maintenance.

OB23.07.01 - WebX Contract Upload Improvements - Improvements have been made to the contract upload to WebX feature in BBS to allow a mixture of dynamic contract prices based on sell prices and also cost prices.

23.07.01 - ***NEW REPORT*** Despatch Productivity Report - A new report has been added to the Reports Menu, Despatch Productivity Report allowing users to view the number of orders picked, number of lines picked and number of parcels packed by hour for a specified date range.

23.06.02 - Sales Summary columns added to the Customer Delivery Address report in the VDRS - Sales summary columns have been added to the Customer Delivery Addresses report in the Visual Data and Reporting Studio allowing for a quick review of sales data by customer delivery address.

23.06.01 - Creditors Settlement Discount - Features have been added to BBS to allow for settlement discounts for creditors to be applied during the creditors payment process.

23.05.02 - Purchasing Comments - Preferred Supplier - An additional field has been added to the purchasing comments pop-up box in Sales Ordering, Web Order Enquiry/Maintenance, Point of Sale and Quick Add Products Pop Up to allow users to enter a preferred supplier for the items being backordered and have this pass through to the Stock Requirements Manager.

23.05.01 - New Options when Copying a Sales Order/Quote - Three new options have been added to the 'New Order/Quote from Existing' screen when copying a sales order or quote.

July 2023

23.04.02 - ***NEW REPORT*** - Service Equipment History Report - A new report has been added to the Reports Menu, Service Equipment History Report allowing users to view service job history for equipment including job details, work required, work performed, parts and labour invoices and meter readings on or around the date the job was completed.

23.04.01 - Instant Global Search (F11) Improvement - Users will now be able to perform a Smart Search and Keyword Search in Instant Global Search (F11) for CRM Contacts.

23.03.03 - Customer Price List Report new parameter - A new parameter has been added to the Customer Price List Report allowing users to exclude variant children from the report unless they are priced.

23.03.02 - Customer Price List Improvements - A new tick box, Generate Price List, has been added to Customer Masterfile Maintenance, Customer/Contract Pricing tab allowing users to include the selected customer/s on the Customer Price List Report when run with a blank customer code.

23.03.01 - New fields in VDRS - New automatic fields have been added to the VDRS for all date/time columns.

23.02.03 - Enter key in multiple line fields - All multi-line data entry fields in BBS have been updated to allow users to press Enter when the cursor is at the start of the field to jump to the next field (like the TAB key would).

23.02.02 - Ship Via filter added to Sales Order Management Dashboard - The Ship Via field has been added to the Sales Order Management Dashboard allowing users to filter for a specific Ship Via method.

23.02.01 - Date Received and Purchase Order number added to Enter Stock Receipt Invoices screen - Two new columns have been added to the Enter Stock Receipt Invoices screen displaying the date the goods were received and the purchase order number they were receipted against.

23.01.05 - Rounding on Dynamic Contract Pricing - To add flexibility and transparency to Dynamic Contract Pricing users now have the ability to choose between rounding to the nearest, up to nearest, or down nearest based on a specified value, while also having the option to include or exclude GST in the rounding process.

23.01.04 - Notes & Attachment screen changes - A search box has been added to Debtor Account Notes & Attachments, Creditor Account Notes & Attachments, Product Notes & Attachments, Service Equipment Notes & Attachments, Employee Notes & Attachments and General Ledger Notes & Attachments allowing users to filter notes by keywords

23.01.03 - New Show By option added to Buying Patterns & Analysis - A new Show By option has been added to the Buying Patterns & Analysis tab of Global Customer Enquiry allowing users to display the analysis by Product Department.

23.01.02 - CRM Improvements - Further improvements have been made to the CRM including an upgraded Prospect Entry/Maintenance screen. For companies that use the ABC001 format for customer codes, users will now need to click the New Prospect button to be able to enter the alpha prefix and have the next number assigned automatically.

23.01.01 - Add Notes/Attachments Update - The Add Notes/Attachments screen for Debtors/Creditors/Products/Equipment/Employees and General Ledger journals has been updated to match the format in the CRM allowing users to create rich text notes and paste in screenshots, etc.

June 2023

22.37.01 - Acco Stock on Hand download now available - Acco Brands stock on hand downloads are now available in BBS. Users will need to configure stock on hand downloads for Acco Brands if they wish to receive them.

22.36.01 - New message when creating a purchase order in the SRM - When ordering a non-core product via the Stock Requirements Manager where the quantity on backorder is lower than the quantity being ordered, a message will display when attempting to create the purchase order alerting users to this.

22.35.03 - ***NEW REPORT*** Service Jobs - Works in Progress - A  new report has been added to the Reports Menu in BBS allowing users to view service jobs with costs against them that haven't been invoiced yet.

22.35.02 - New parameter added to Customer Price List Report - A new parameter has been added to the Customer Price List Report allowing users to include all contracted products on the report.

22.35.01 - Equipment Report Changes - A new column has been added to the Equipment Masterfile Report/Listing and the Service Equipment report in the Visual Data and Reporting Studio showing the Managed Print Services expiry date. A new parameter has also been added to the Equipment Masterfile Report/Listing allowing users to run a report for active managed print service equipment only.

May 2023

22.34.08 - ***NEW REPORT*** Service Agreements Report - A new report has been created in BBS that allows users to view service agreements that are due to expire on or before a specified date.  

22.34.07 - MPS Agent - Alert if a previously reporting device has stopped reporting for 7 days+ - The system will run a scan once a day to find all devices that have been previously reporting via the MPS Agent that haven't had an updated report in the last 7 days.

22.34.06 - Double Clicking Attachment Icon - Double Clicking the attachment icon in both the CRM Notes/Attachments/Tasks screen, and the generic Notes/Attachments screens for all other BBS modules will now directly open the attached files instead of navigating users to the add/edit note screen.

22.34.05 - NEW to create a new Pay-on-Pickup customer when raising a Service Job - NEW can now be entered into the Customer field of the Equipment/Customer tab in Service Job Entry/Maintenance to allow a new pay on pickup customer to be created when raising a service job (if the user has access to Pay-on-Pickup Customer Entry/Maintenance.

22.34.04 - Create a Pay on Pickup account based on the details on a web order easily - NEW can now be entered into the Cust Code field in Web/EDI Order Enquiry/Maintenance to allow a new pay on pickup customer to be created from the details on a web order (if the user has access to Pay-on-Pickup Customer Entry/Maintenance).

22.34.03 - Create a new delivery address based on the details on a web order easily - A New button has been added to Web/EDI Order Enquiry/Maintenance to allow users to quickly create a new delivery address from the details on the web order.

22.34.02 - Ability to approve and complete a goods return NCN at the same time where no stock is being returned. - When approving a Goods Return NCN that has no stock being returned, if the user has access to complete NCN/CARs the user will now be prompted if they wish to complete the CAR now.

22.34.01 - Barcode added to Sales Order printouts - Users will now be able to scan the barcode on a sales order printout instead of entering the six digit number in the Sales Order option in the Point of Sale when converting a sales order.

22.33.03 - Managed Print Services Change - Changes have been made to Managed Print Services minimum charges for machines and meters.

22.33.02 - New tick box in Service Job Completion - A new tick box has been added to the Service Job Completion screen allowing users to select if an invoice is to be printed/sent.

22.33.01 - New filter in Service Job Management Dashboard - A new filter has been added to the Service Job Management Dashboard allowing users to filter by job status.

22.32.04 - Overseas Import Purchase Orders - Vendors flagged as Overseas vendors in Vendor Masterfile Maintenance will now display an extra section when creating a purchase order allowing the user to tick if it is an overseas import/purchase.

22.32.03 - Exchange Rate Changes - Updating the foreign exchange rate in Exchange Rate Maintenance will now automatically trigger a future cost update on any products that have overseas import purchase costing details entered for the associated currency.

22.32.02 - Purchase Prices and Future Costs for Overseas Suppliers - Users can now specify a purchase price in a foreign currency on a product for an overseas supplier.

OB22.32.01 - Alloys Stock/Product Catalogue Integration - BBS now has integration with Alloys for stock on hand and product catalogues.

22.32.01 - Ship Via field added to Purchase Orders - The Ship Via field has been added to purchase orders allowing users to select a Ship Via method when creating purchase orders.

April 2023

22.31.02 - BBSCloud Quick Attach Performance Improvement - The quick attach logic has been updated to improve the upload speed of documents to BBSCloud reducing the time it takes to quick-attach documents in the CRM and other parts of the system for users on BBSCloud.

22.31.01 - Adding non-diminishing items when in POS Auto-Mode - Auto-mode in POS will no longer automatically add non-diminishing items to the sale with a quantity of 1. Instead, non-diminishing items will allow users to enter quantities and prices in auto-mode as if the user was in entry mode.

March 2023

22.30.03 - ***NEW FEATURE*** - Supplier Consignment Stock - A new feature has been added to BBS to allow the receipt of supplier consignment stock for sale to customers prior to receiving an invoice for the goods. While similar to receiving goods on a delivery docket, this feature allows the separation of consignment stock from purchased stock that your business is liable to pay for.

22.30.02 - ***NEW FEATURE*** - Split Sales Order/Quote - A new feature has been added in BBS to allow users to easily split a sales order or quote by selecting one or more sales order/quote lines to split onto a new sales order/quote.

22.30.01 - Original Delivery Docket number added to Stock Receipt Enquiry - For all stock receipted in on a delivery docket or consignment note, this information will now be retained when the stock is linked to a supplier invoice.

22.29.03 - New Option - Inherit Contract Prices from Statement Account - A new tick box has been added to Customer Masterfile Maintenance - Customer/Contract Pricing tab which allows the selected customer to inherit Dynamic and Static contract prices from the statement account.

22.29.02 - ***NEW FEATURE*** Product Variants - The eCommerce Integrations tabs in Product Masterfile Maintenance and Global Inventory Enquiry have been changed to remove the parent/child linking information as this is now rolled into the Product Variants feature. Product variants allow for a generic product to be created for a group of products that are basically the same but differ in size/shape/colour etc. These can be useful to group variable products together for searching, pricing and reporting purposes.

22.29.01 - Double-T Product Upload Data added to eCommerce tab in Global Inventory Enquiry - Double-T product upload data is now visible in the eCommerce Integrations tab of Global Inventory Enquiry allowing users to see at a glance the product data being uploaded and why a product is or is not visible on their Double-T website.

22.28.01 - Bill of Materials New Product Code Request - A new product Code NEWBOM has been created in BBS, which works similar to the NEW product code, but allows users to create a new product code request for a BOM Build Product.

February 2023

22.27.03 - ***NEW*** Pick/Pack/Despatch Dashboard - A new Pick/Pack/Despatch Dashboard has been added to BBS. The Pick/Pack/Despatch Dashboard is an alternative to the picking run module for smaller businesses that do not want to generate picking slips for all sales orders.

22.27.02 - Audible warnings in POS - When using the Point of Sale Auto Mode option, any popup boxes or warnings that are displayed while scanning products will make an audible sound to alert the user to look at the screen and acknowledge the warning.

22.27.01 - CRM Redevelopment - Phase 1 - The Contact Relationship Manager has been redeveloped to add features, improve performance, provide users with more meaningful information, and make it easier to use. This is the first round of changes, and future changes will be reported in future release notes.

22.26.05 - ***NEW FEATURE*** Customer Spend Quotas - A new tab, Customer Spend Quotas has been added to Customer Masterfile Maintenance allowing users to enter and maintain customer spend quotas to restrict the value a customer can purchase without up-front payment.

22.26.04 - Credit Hold Change - Multiple credit hold reasons may now be displayed for a sales order that has gone into credit hold. For example, the customer may be over their credit limit and also over their terms days. This allows credit controllers to assess all the reasons an order has been held prior to releasing it from credit hold.

22.26.03 - ***NEW REPORT*** Products not Stocktaked - A new report, Products not Stocktaked has been added to the Reports Menu allowing users to view products not stocktaked since a specified date.

22.26.02 - Stocktake Improvements - Several improvements have been made to the Stocktake module in BBS allowing users to create a blank stocktake with no products selected to be counted. Only the products that are then entered/scanned into the stocktake will be considered in the stocktake and will have their quantities adjusted as required. New count entry modes have also been created.

OB22.26.01 - New Office Brands Pricing Import Calculation Method - A new calculation method has been added to the system when importing prices from the Office Brands data portal to calculate the inclusive GST price and then work back to an ex GST price.

22.26.01 - Find Products screen display change - When using the ABC* or *ABC search types in product fields, or when entering a product code where multiple results are returned, the products will now display in the following order: Products with available stock, alphabetically by description, Core Products (items with a min/max), alphabetically by description, All other products, alphabetically by description.

22.25.04 - ***NEW FEATURE*** Find Allocations in Debtors Posting - A new button has been added to the Debtors Posting screen, Find Allocations (F8) where a recursive algorithm is used to loop though the outstanding debit amounts and find any combinations of debits that add up to the credit/payment selected.

22.25.03 - ***NEW FEATURE*** Bundle Products - A new feature has been added to BBS Accounting allowing users to create and configure products as Bundles. A Bundle product is a header product that links together several other products. The bundle product itself is never sold or purchased, only the bundle components are.

22.25.02 - Changes to Related Products - A new related product type called Alternate has been created in Product Masterfile Maintenance allowing users to manually enter alternative product code/s for selected products.

22.25.01 - Product Masterfile Maintenance and Global Inventory Enquiry Changes - The Lotted Item and Non-Diminishing tick boxes have been removed, with a drop-down box added allowing users to select the product type.

January 2023

202301.11 - ***NEW MODULE*** - Managed Print Services (MPS) - A new module has been created in BBS to enable users to offer Managed Print Services. This new module in BBS, coupled with the BBS Managed Print Services Agent application, allows for both full and partial MPS to be facilitated.

202301.10 - Service Job Changes - A few changes have been made to service jobs. There are new statuses that are automatically calculated based on the job details displayed in Service Job Enquiry, a new option to place a service job On Hold in Service Job Entry/Maintenance has been added as well as new fields in Service Job Entry/Maintenance to include a date/time the work is booked/scheduled to be done.

202301.09 - ***NEW PROGRAM*** Service Job Management Dashboard - A new Service Job Management Dashboard has been added to BBS. The Service Job Management Dashboard can be used by Service/Maintenance staff to better manage open service jobs and schedule bookings.

202301.08 - Duplicate Customer Order Number Warnings - A new system parameter has been created which will allow users to select at a system wide level to warn users where a duplicate customer order number has been entered on an invoice/sales order.

202301.07 - ***NEW PROGRAM*** Deactivate Dormant Customer Accounts - A new program Deactivate Dormant Customer Accounts has been added to BBS Accounting that allows users to mark customer accounts as either Dormant or Closed based on a set of parameters.

202301.06 - Barcode added to Picking Slips - Users will now be able to scan the barcode on a picking slip instead of entering the six digit number in the Find Orders option in Picking Run Maintenance & Invoicing or in the Point of Sale when converting a sales order.

202301.05 - Change to Web Order Messages - Shipping Instructions from web orders will now be added to sales orders as visible messages. Order Descriptions remain unchanged and will still be added to sales orders as hidden messages.

202301.04 - Multi-Factor Authentication Logic change - Multi-Factor Authentication timeout has been extended from 8 hours to 12 hours. If a session has been logged in for more than 12 hours, the user will be prompted to re-authenticate and enter a MFA code when attempting to open a program from the Main Menu.

202301.03 - 100X150 Shipping Labels to now include visible messages from the Sales Order or RFC - Visible messages from the sales order or RFC will now be visible on 100x150 shipping labels.

202301.02 - ***NEW PROGRAM*** Department Maintenance - A new program Department Maintenance, has been added to BBS Accounting that allows users to assign departments to sales reps and product groups. This is useful for businesses that run several distinctly separate departments within their organisation out of a single warehouse. Departments can be defined based on a set of sales reps (so all sales processed by staff within a department are attributed to that department) or on a set of product groups (so all sales for a set of products is attributed to a department).

OB202301.01 - Double-T Web Orders Import Change - A slight change has been made to Double-T web orders and where data is imported. What was appearing in the Order Description field that the Customers entered at Checkout will now be imported into the Shipping Instructions field.

202301.01 - New VDRS Reports - 15 additional reports have been added to the Visual Data and Reporting Studio during the month of January 2023.

December 2022

202212.10 - Low GP Restrictions changed for Promotional Pricing -  logic change has been made with regards to the low gross profit restrictions in both Sales Order Entry/Maintenance and Point of Sale when a current promotional price is being charged. Promotional prices will be treated like contract prices with respect to low GP restrictions meaning that if a current promotional price is being charged and that price is below the minimum gross profit percentage required, an override password will NO LONGER be required.

202212.09 - Changes to Product Masterfile Maintenance Contract Pricing Edit in Excel feature - Four additional columns have been added to the Edit in Excel feature within the Contract Pricing tab of Product Masterfile Maintenance, showing the Current Price GP% and Future Price GP%, the date the product was Last Sold to the customer and the Cost.

202212.08 - Attachment Icon in Debtors Call History - An additional column showing a paper clip icon has been added to the Debtors Call History screen. The column indicates where attachments have been added to the associated debtors call and allows the user to view attachments and add additional attachments by double clicking the paper-clip.

202212.07 - New Freight Details field added to Vendor Masterfile Maintenance - A new field, Freight Details has been added to Vendor Masterfile Maintenance allowing users to free-type freight details for purchasing purposes, the freight details will also be visible in Global Vendor Enquiry - Purchasing/Shipping Details tab and Stock Requirements Manager - Selected Items screen.

202212.06 - New tabs added to Global Vendor Enquiry and Global Customer Enquiry -  A new tab, Ageing History has been added to Global Vendor Enquiry and Global Customer Enquiry allowing users to view the ageing history for the selected vendor/customer account.

202212.05 - ***NEW PROGRAM*** - Recalculate Creditors Ageing History - A new program has been added to BBS Accounting that allows users to manually recalculate creditors ageing history when transactions are posted in previous months.

202212.04 - New tabs added to Global Equipment Enquiry - Five new tabs have been added to Global Equipment Enquiry allowing users to view outstanding sales orders raised against an equipment record for parts/consumables, outstanding sales orders by line item raised against an equipment record for parts/consumables, sales orders raised against an equipment record for parts/consumables, invoices raised against equipment record for parts/consumables and service jobs and invoices raised by line item against equipment for parts/consumables and service jobs.

202212.03 - VDRS Improvements for Grouping and Filtering by Product - To improve grouping and filtering by product, on reports that display product code and description together in the same field (eg sales invoice lines, sales order lines etc), the description will now be displayed as the current product code and description UNLESS the product allows for description change. This allows for better grouping where a product’s description has changed in the past whilst still maintaining the ability to see a split between generic products that allow description change.

202212.02 - New columns added to various VDRS reports - Three new columns, Suburb, State and Postcode have been added to various reports in the VDRS that contain addresses allowing for grouping and filtering by these fields.

202212.01 - New VDRS Reports - 13 additional reports have been added to the Visual Data and Reporting Studio during the month of December 2022.

November 2022

202211.12 - ***NEW FEATURE*** - G/L Product Codes - A new feature has been added to BBS Accounting to allow users to use the special product code GL. GL can be entered in certain sales screens to find and/or create a non-diminishing product code that journals the sale amount for the transaction line directly to a General Ledger Account. This feature is useful for billing customers for out of the ordinary charges or cost reimbursements without the need to create a special product code manually.

202211.11 - ***NEW PROGRAM*** - General Ledger Transaction Explorer - A new program has been added to BBS Accounting that allows searching of general ledger transactions for a specific entity eg Vendor, Customer, Employee, Product etc between a selected date range.

202211.10 - Changes to "You have selected a control account" pop up message - Changes have been made to when users will receive the "You have selected a control account" pop up message after entering a general ledger control account code for a transaction.

202211.09 - Changes to Bank Reconciliation Report - A new parameter, Accounting Period has been added to the Bank Reconciliation Report allowing users to run the bank reconciliation report as at the end of a previous period.

202211.08 - System Operator Maintenance - User Access Permission Enhancement - User Access Permission Enhancement - A new Edit User Access Permissions feature has been added to System Operator Maintenance to allow users with access to easily change permissions on user logins without the need to contact BBS support.

202211.07 - Management Dashboard - New Screens - The 12 Months buttons located in the Management Dashboard under the Sales & Orders (F6) section for the Product Group, Sales Rep and Market Code tabs have now been developed allowing users to display the values for the selected record for the selected financial year. Users will now be able to view invoices associated with their selection.

202211.06 - Stock Receipting - Receipting Confirmation (Scan In) - A new button has been added to the Stock Receipting screen for scan in functionality. Using the scan-in functionality, combined with the Update and Print Audit Trail option, can replace the users need to use a Pre-Receipt Checklist.

202211.05 - Quick Attach button added to Debtors Call History Detail - The Quick Attach button has now been added to the Debtors Call History Details screen.

202211.04 - Changes to Creditor Trial Balance Report - A new parameter, Creditors Period has been added to the Creditors Trial Balance allowing users to run the creditors trial balance as at the end of a previous period.

202211.03 - Manual WHTFR Purchase Orders - When a user raises a manual purchase order for the WHTFR vendor (ie not via the Stock Requirements Manager), they will now be asked if they want to raise the sales order in the sending warehouse when the purchase order is saved, and a new window will pop up asking the user to enter the warehouse code the goods are to be despatched from.

202211.02 - All Special Pricing Levels added to drop down box for Dynamic Contract Pricing - All special pricing levels setup in System Parameter Maintenance have been added to the drop down box for dynamic contract pricing in Customer Masterfile Maintenance allowing certain products or product groups to be priced off a different price level for a customer.

202211.01 - Delivery Run Auto-Load - A new button has been added to the Manual Manifest Entry/Maintenance screen Select Manifest Items allowing users to view a list of unmanifested Delivery Dockets, NCN/CAR Pickups, Purchase Order Pickups and Stock Transfers In/Out to select from the list and drop onto a manifest.

October 2022

202210.22 - Multi-Factor Authentication Rollout - Following an internal review of security practices within BBS Accounting, it has been discovered that a recent change to the Australian Taxation Office security requirements, requires us to enforce multi-factor authentication (also known as MFA or 2FA - two-factor authentication) for all users that have access to Taxation, Accounting, Payroll and Superannuation related information. Over the next few months, BBS staff will work with business owners and system managers to progressively on-board each of your users identified as requiring MFA.

202210.21 - New Shelf Label Size 70x25mm - A new product shelf label size has been created in BBS that is 70mm x 25mm which fits neatly into flip ticket holders for hang-sell products.

202210.20 - Purchase Order Cancellation Changes - When cancelling a purchase order via the Cancel Order button in Purchase Order Entry/Maintenance, BBS will no longer remove all the lines from the order and mark the order as void. Instead, BBS will set all the order quantities on the lines to equal the receipted quantity (or zero if nothing has been receipted on the line), and mark the header as cancelled to retain the full history of purchase orders.

202210.19 - Use Web Order Address tick box in Web Order Inbox - A new tick box has been added to the Web/EDI Order – Create Sales Order screen in the Web Order Inbox to allow users to copy the customer’s name and address details from the web order across to the sales order instead of using the address details on the customer account in BBS.

202210.18 - Internal Stock Transfers via Purchase Order Changes (WHTFR) - Changes have been made to the Internal Stock Transfer feature (ie purchase orders for the WHTFR vendor and sales orders for the WHTFR customer) to improve usability and accuracy.

202210.17 - Supplier EDI Invoice Enquiry/Maintenance - New Buttons - Two new buttons have been added to Supplier EDI Invoice Enquiry/Maintenance.

202210.16 - *** NEW *** Supplier Product Catalogue Module - A new module has been created in BBS Accounting to import and utilise data from Supplier Product Catalogues. Supplier Product Catalogues can contain product information, pricing information and/or stock on hand data from suppliers. Supplier Product Catalogues can be used to find additional suppliers product can be purchased from, also import pricing updates, and to view supplier stock levels (plus much more).

202210.15 - Debtors Aged Trial Balance - Debtors Period Parameter - A new parameter has been added to the Debtors Aged Trial Balance report. Debtors Period allows users to report for a prior debtors period. Selecting the current debtors period will run the report showing the current debtors position.

202210.14 - Stock Valuation Report - Inventory Period Parameter -  A new parameter has been added to the Stock Valuation Report. The Inventory Period parameter will allow users to report for a prior period. Selecting the current inventory period will run the report showing the current inventory position.

202210.13 - New Right Click Options for List Boxes - Two additional right click options have been added to all list boxes throughout BBS.

202210.12 - Bank Statement Entry - Total Debits/Credits no longer Mandatory - A restriction when creating a New Bank Statement in Bank Statement Entry has been relaxed for users that perform bank reconciliation from a transaction listing rather than an official bank statement.

202210.11 - New 'Month' column in VDRS for Date and Period columns - A Period - Month column has been added to the Visual Data and Reporting Studio which allows for grouping and aggregation by month regardless of year.

202210.10 - Fully Paid Orders will now Release from Credit Hold Automatically - Where full payment is made against a sales order via POS - Customer Payment/Refund for a sales order that is on credit hold, the sales order will now automatically release from credit hold.

202210.09 - Address too Long Warnings - The maximum input length of various address fields throughout BBS have been increased to allow for more than 40 characters per line. Instead of enforcing a maximum length per address line, a warning has been added to indicate that the line exceeds the character limit and as such may be truncated on paperwork.

202210.08 - Global Customer Enquiry - Jump To - Enter POS Payment/Refund - A Jump to has been added to the Global Customer Enquiry for Enter POS Payment/Refund allowing users to process a payment or refund. Note: Only users with the appropriate permissions we be able to process a refund using this new option.

202210.07 - Sales Invoice Enquiry - Jump To - Enter POS Payment/Refund - When opening Enter POS Payment/Refund from an Invoice Enquiry, if the invoice is fully paid, not paid or part paid, a new prompt will be displayed allowing users to process a payment/refund. Note: Only users with the appropriate permissions we be able to process a refund using this new option.

202210.06 - Sales Order Enquiry - Receive POS Payment - New Question - A new prompt will display when opening Enter POS Payment/Refund from a Sales Order Enquiry where pre-payments have already been recorded for the sales order. Note: Only users with the appropriate permissions we be able to process a refund using this new option.

202210.05 - New 'Select' Button in POS - Receive Customer Payment for Invoices and Sales Orders - A Select button has been added to the POS - Customer Payments and Refunds screen that allows users to select items from a list of outstanding Sales Invoices and Credit Notes or a list of outstanding unpaid Sales Orders to be added to the payment.

202210.04 - Attachment Icon in Post Stock Receipt Invoices - An additional column showing a paper clip icon has been added to the Post Stock Receipt Invoices screen. The column indicates where attachments have been added to the associated Stock Receipt Invoice and allows the user to view attachments and add additional attachments by double clicking the paper-clip.

202210.03 - Automatic Attaching of Supplier EDI Invoice PDF to Stock Receipt - Where a supplier provides a PDF copy of their invoice with their Supplier EDI Invoice data, when the stock is receipted, the PDF will be automatically attached as an attachment to the stock receipt for future reference.

202210.02 - New Email Notification for Unreconciled POS Transactions - An email notification has been added for users where a POS till reconciliation has not been performed at the end of the day for specific logins or registers.

202210.01 - Stock Requirements Manager - OWH Column - An additional figure has been added to the OWH column in the Stock Requirements Manager, that displays on the second line for each product in Magenta, which shows the quantity on order in other warehouses excluding all WHTFR (Internal Stock Transfer) Purchase Orders.

APP202210.01 - **JUST RELEASED** Create Quote/Sales Order - Another exciting new module of BBS Atom has just been released. The Create Quote/Sales Order module allows users to create new quotes and sales orders directly on their device.

September 2022

202209.11 - New VDRS Reports - 4 additional reports have been added to the Visual Data and Reporting Studio during the month of September 2022.

202209.10 - Hotlinks added to 350+ fields in BBS - Hotlinks have been added to over 350 fields within BBS.

202209.09 - ***NEW PROGRAM*** Manual Manifest Enquiry -  new program has been added to BBS Accounting allowing users to view a manifest for a Date/Driver/Seq and view the associated transactions including any Proof of Deliveries recorded on BBS Atom.

202209.08 - Notes & Attachments can now be added to GL Journals and Bank Statement entries - Notes and Attachments can now be added to General Ledger Journals and Bank Statements.

202209.07 - ***NEW*** SMS Messaging for Sales Order Pick-up/Collection - A new feature has been added to BBS Accounting allowing users to send a SMS from BBS notifying customers that their sales order is ready for pick-up/collection.

202209.06 - ***NEW*** Quick Add Attachments - A new feature has been added to BBS Accounting to allow users to quickly copy and paste or drag and drop files from their computer into BBS Accounting to be attached to a Debtor Account, Creditor Account, Product, Service Equipment, Employee, and G/L Journal or any of the transactions linked to them that currently allow Notes and Attachments to be added.

202209.05 - Sales Order Management Dashboard - Send Follow Up Email option - A new button has been added to the Sales Order Management Dashboard allowing users to send an email to Customers via Outlook with a list of current sales order lines and their current ETA dates, notifying customers of updated ETAs.

202209.04 - Notes and Attachments button added to Stock Receipt Enquiry - The Notes & Attachments button has now been added to the Stock Receipt Enquiry screen allowing users to add notes and attachments to stock receipts and view existing notes and attachments.

202209.03 - 25 Months of sales added to columns in Buying Patterns and Analysis - Additional columns have been added to the Buying Patterns and Analysis tab of Global Customer Enquiry displaying the last 25 months worth of sales allowing users to view the purchasing behaviours of customers.

202209.02 - New Warning in VDRS - A new warning has been added to the Visual Data and Reporting Studio when a user runs a saved report that contains visible columns for sub-reports they do not have access to.

202209.01 - Visual Data and Reporting Studio Training Video - The Visual Data and Reporting Studio Training Video is now complete and ready for viewing.

July 2022

202207.04 - New VDRS Reports - 31 additional reports have been added to the Visual Data and Reporting Studio during the month of July 2022.

202207.03 - Outstanding Order Amount added to the pre-payments screen in Sales Order Enquiry - The outstanding order amount of a sales order is now visible in the pre-payments screen in Sales Order Enquiry.

202207.02 - New button added to Sales Order Enquiry - Line Detail screen to accept a backorder ETA - A new button has been added to the Sales Order Enquiry - Line Detail screen allowing users to accept a backorder ETA. This saves users going to the Sales Order Management Dashboard to accept backorder ETAs for a single order if they happen to be conversing with the customer about their order.

202207.01 - Other Warehouse stock added to supplier stock levels as WHTFR - Users with multiple warehouses will now be able to view stock levels in those warehouses in Supplier Stock Levels. The other warehouses will appear as supplier WHTFR.

June 2022

202206.12 - Profit & Loss Report - Compare Against Option - An additional parameter has been added to the Profit & Loss Report - PTD/YTD report to allow users to select if they would like to compare the selected period and year against either Last Year, Budgets or Forecasts.

202206.11 - General Ledger Budgets/Forecasts - A new feature has been added to the BBS General Ledger to allow the entry or automatic calculation of Budgets and Forecasts for each cost centre and each general ledger account.

202206.10 - Show Direct Delivery Stock Levels option in Web Order Inbox - A button has been added to the Web Order Inbox - Create Sales Order screen called Show Direct Delivery Stock Levels, which can be clicked to display the Supplier Stock Levels for each item on the Web/EDI Order for vendors marked with Supplier Supports Direct Delivery of Entire Orders on the Vendor Masterfile Maintenance - Purchasing/Shipping Details Tab.

202206.09 - Option to Include Closed Accounts added to Contract Price Review Report - An additional parameter has been added to the Contract Price Review Report to include closed customer accounts in the report. This option is set to No by default.

202206.08 - Change to CRM Notes/Attachments/Tasks Default Filter -  change has been made to the CRM - Notes/Attachments/Tasks screen whereby the Filter drop down box will now default to Last 2 Years. If no data is found for the Customer/Supplier/Contact for the last 2 years, the filter will switch automatically to (All) and reload the screen. This change has been made to improve the performance of the CRM.

202206.07 - Jump To option added to Creditors Payment Enquiry - A Jump To (F8) button has been added to the Creditors Payment Enquiry to allow users to reverse a creditors payment directly from within that screen, access permitting.

202206.06 - Change to Global Vendor Enquiry, Outstanding Purchase Orders Tab - A change has been made to the Global Vendor Enquiry, Outstanding Purchase Orders tab to display line items for where products have been selected for ordering in the Stock Requirements Manager - Selected Items screen (aka 'the green button'), but the purchase order or transfer has not yet been created.

202206.05 - Change to Inventory Enquiry, Outstanding Purchase Orders Tab - A change has been made to the Global Inventory Enquiry, Outstanding Purchase Orders tab to display line items for where the product has been selected for ordering in the Stock Requirements Manager - Selected Items screen (aka 'the green button'), but the purchase order or transfer has not yet been created.

202206.04 - New VDRS Reports - 17 additional reports have been added to the Visual Data and Reporting Studio during the month of June 2022.

202206.03 - Paid Y/N Column added to Web Order Inbox - A new column has been added to the Web Order Inbox displaying to users if the web order has been paid for via a website integrated payment (eg eWay).

202206.02 - Customer Delivery Addresses added to Custom Field Masterfiles - The Customer delivery address masterfile has been added to Custom Masterfile Field & List Maintenance.

202206.01 - New tab added to Product Masterfile Maintenance and Inventory Enquiry - A new tab has been added to Product Masterfile Maintenance and Inventory Enquiry, called eCommerce Integrations. Some items have been relocated from the More Information tabs to the dedicated eCommerce tab.

May 2022

202205.01 - Visual Data and Reporting Studio - he best thing since F11!!!! - A new reporting and data exploration feature has been added to BBS called the Visual Data and Reporting Studio which allows users to create custom reports from a set of provided base reports. Users can add, remove and re-order columns from reports, sort, filter and group data on reports, save a created report for regeneration at a later time, and export the created reports to Excel.

April 2022

202204.10 - Integrate your EFTPOS machine using Linkly - BBS has developed integration with Linkly , enabling users to link their existing EFTPOS terminal/s with BBS to provide a more integrated solution.

202204.09 - Option to print product labels added to Stock Receipting and Stock Receipt Enquiry - Users can now print product price labels for an entire stock receipt in Stock Receipt Enquiry by clicking the Jump To menu and selecting Print Product Price Labels.

202204.08 - **NEW PROGRAM - Shelf/Product Label Printing - A new program has been added to the Main Menu allowing users to print shelf labels or product price labels for specific products, updated product prices or stock receipts and can be used in place of Shelf Label Report & Print allowing users to view the labels prior to printing.

202204.07 - New pop up when cancelling a Sales Order or Quote - Users will be required to enter a reason when cancelling a sales order or quote.

202204.06 - Tax code added to Stock Receipting screen - Users will now be able to view the tax code that has been set up for a product in Product Masterfile Maintenance when receipting in stock.

202204.05 - Change to "A PDF has been generated for" pop ups - Users will notice fewer pop up questions when saving transactions.

202204.04 - Total Selected added to Bank Statement Entry Screen - Users can now highlight multiple transactions in Bank Statement Entry with the total amount of the highlighted transactions being displayed in the Total Selected field prior to adding them to the reconciled items list box.

202204.03 - GST Inclusive price added to F11 product search results - The GST inclusive price of a product is now displayed in the search results when a product search has been performed using the Instant Global Search (F11).

202204.02 - Additional parameter added to the Sales Invoice Detail Report. - An additional parameter has been added to the Sales Invoice Detail report allowing users to include unupdated invoices.

202204.01 - Global Inventory Enquiry Print Shelf Label changes - The Print Shelf Labels button on the Inventory Enquiry Pricing Tab has been changed to read Print Shelf/Product Price Label with the Print Product/Shelf Price Labels screen allowing users to select to print either a Shelf Label or Product Label.

APP202204.01 - **JUST RELEASED** Delivery Runs - Another exciting new module of BBS Atom has just been released. The Delivery Runs module allows users to create new delivery runs on their device as well as retrieve existing delivery manifests created in BBS Accounting for the selected run/driver.

March 2022

202203.03 - Sales Ordering Import Line Item improvements - Users can now enter line comments and purchasing comments when importing line items into a Sales Order.

202203.02 - New Deliveries button added - A new Deliveries button has been added to the Delivery Docket Enquiry, NCN/CAR Enquiry, Purchase Order Enquiry, RFC Enquiry, Sales Invoice Enquiry and Sales Order Enquiry allowing users to view the delivery/return dockets, delivery driver manifests and proof of deliveries for the selected transaction.

202203.01 - Changes to Customer Masterfile Maintenance Shipping/Delivery Tab - A few minor changes have been made to the Inv with Goods field for the Main Account on the Shipping/Delivery Tab of Customer Masterfile Maintenance.

February 2022

202202.07 - BBS Atom is now available - We are very proud to announce the release of BBS Atom – our mobile app for both iOS and Android devices that works alongside your BBS Accounting and BBSCloud systems.

202202.06 - eBay Integration - BBS now has the ability to import eBay orders automatically into the Web Order Inbox, with users being able to mark orders as shipped and insert tracking numbers on items when using an integrated courier.

202202.05 - **NEW** 100x150 (A6) Despatch Label Format - A new 100 x 150 (A6) despatch label format is now available in BBS.

202202.04 - **NEW PROGRAM** - Delivery Docket Enquiry - A new program has been added to the Main Menu allowing users to view the shipping details recorded against delivery dockets.

202202.03 - User notifications now recalculating every 30 minutes - User notifications will now automatically recalculate every 30 minutes with the Notifications button updating automatically.

202202.02 - Aramex (myFastway) Integration - BBS has developed integration with Aramex (myFastway) to facilitate integrated freight functionality directly in BBS Accounting.

OB202202.01 - Double-T eWay Payment Integration - BBS now has the ability to import eWay payments received on orders placed on your Double-T website.

202202.01 - Australia Post/ StarTrack Integration - BBS has developed integration with Australia Post/StarTrack to facilitate integrated freight functionality directly in BBS Accounting.

January 2022

202201.07 - New logic when part invoicing an order - If a sales order has allocated stock but not all of the allocated stock is being invoiced, the sales order will now automatically be marked for Reprint so the balance of the order can be picked and invoiced.

202201.06 - New question when converting a Sales Order in POS - When converting a sales order in Point of Sale that has been marked as picked and has since had more stock allocated to it, users will receive a new prompt confirming if they wish to convert across the picked quantities or the allocated quantities.

202201.05 - New question when altering the picked quantity on an order - A new pop up will appear when altering the Quantity Picked in the Confirm Sales Order Line screen, either when a sales order is on a picking run or when manually invoicing a sales order.

202201.04 - Changes to Picking Slips & Part Picking Orders - For Companies that use the Picking Run and part pick orders, a new feature that tracks the quantity of each item picked on a picking slip has been added to BBS.

202201.03 - Confirm Sales Order Line screen now accessible from the Picking Run Maintenance & Invoicing screen. - Users no longer have to click Confirm Order (F5) to adjust the picked quantities or enter serial numbers, this can now be performed by double clicking the relevant line in the 3. Order Detail list box.

202201.02 - New option added when removing an order from a picking run - A new option has been added when removing an order from a picking run allowing users to flag the order for immediate reprint.

202201.01 - Picking Run Maintenance & Invoicing Screen Improvements - A few improvements have been made to the Picking Run Maintenance & Invoicing screen including the addition of three new buttons.

December 2021

202112.03 - New Sales Report Generator report level options - Three new report level options have been added to the Sales Report Generator - From/To Date, Sales Report Generator - Period-By-Period and Sales Report Generator - PTD/YTD.

202112.02 - WoS Avail added to Inventory Enquiry - A new field has been added to the General Information tab of Global Inventory Enquiry displaying the weeks of stock (WoS) available for the selected product.

202112.01 - 'Last Stocktaked' Date added to Products - A new field has been added to Products (on a per-warehouse basis) to display the date the product was last stocktaked within a specific warehouse.

November 2021

202111.03 - Integrated EFTPOS with Tyro - BBS has partnered with Tyro to provide an integrated EFTPOS solution for Point of Sale transactions and MOTO account/order payments.  

OB202111.02 - GNS EDI Invoices - BBS has developed integration with GNS/Satex/WA Stat to allow their invoices to automatically drop into BBS as a ‘Supplier EDI Invoice’ to enable faster receipting.

202111.02 - **New** Create/Edit HTML file options added to Direct Marketing Campaigns - Users can now create and edit HTML files in Direct Marketing Campaigns when creating HTML type campaigns (either A or C types).

OB202111.01 - Stationers Supply EDI Invoices - BBS has developed integration with Stationers Supply to allow their invoices to automatically drop into BBS as a ‘Supplier EDI Invoice’ to enable faster receipting.

202111.01 - Edit HTML Email Message options added to Document Type Maintenance - Users now have the option to edit HTML email messages that are sent with BBS documents from within Document Types Maintenance by clicking on the Edit HTML Email Message button.

October 2021

202110.10 - BBS now has charts!! - A new feature has been added in numerous places in BBS where users can now view list box data in a chart.

202110.09 - **New Feature** Spell Check - Approximately 100 data entry fields throughout the system have been updated to apply spell checking and auto-correct logic (similar to that in Microsoft Word) to the text being entered.

202110.08 - Added quantities and costs in stock UOM to Purchase Enquiry - Line Detail screen where a purchasing conversion factor is applied - Where a purchasing conversion factor is applied to a product, quantities and costs in both the purchasing UOM, and the the stock UOM, are now visible on Purchase Order Enquiry - Line Detail screen.

202110.07 - Expected Backorder Allocations now visible on Purchase Order Enquiry - Line Detail Screen - Expected backorder allocations are now visible on the Purchase Order Enquiry - Line Detail screen.

202110.06 - Expected Backorder ETAs now visible on Sales Order Enquiry - Line Detail Screen - Expected backorder ETAs are now visible on the Sales Order Enquiry - Line Detail screen.

202110.05 - Updated Backorder ETA Calculation Logic - Some parts of the system have been updated to utilise more accurate calculations of backorder ETAs using the goods inwards allocation forecasting logic that exists in both the Sales Order Management Dashboard and the Purchase Order Management Dashboard. In some cases, this will now show multiple ETAs for a given backorder line where multiple purchase orders must be receipted in to satisfy the backorder.

202110.04 - **NEW** Option - Package Label - A new option has been added when printing a sales order to print a package label.

202110.03 - **NEW** Document - Picking List (Ad Hoc) - A new document format has been added when printing a sales order to print an ad hoc picking list.

OB202110.02 - Changes to BTS web orders - Some changes have been made to the information displayed in Back to School web orders. Users will now see the school, year and student name appearing in the billing address with the student name also appearing on the first line of the delivery address as well as in the customer order number field.

202110.02 - Marking a sales order as picked without confirming/invoicing it - A sales order can be marked as picked in the system without confirming/invoicing it. This allows for tracking of the status of an order where different users pick goods to those that invoice them, or where there is a significant time delay between picking and invoicing.

OB202110.01 - Double-T Custom Fields added to products - Custom fields have been added for all Double-T users allowing users to record attributes for store products such as Colour, Size and Yield and these will be uploaded to your Double-T website.

202110.01 - Sales Order Enquiry statuses now in more detail - The status of a sales order in Sales Order Enquiry is now displayed in more detail similar to that of the Sales Order Management Dashboard allowing users to view at a glance the current status of a sales order in detail.

September 2021

202109.05 - Product Image Thumbnails added to screens - Product image thumbnails have been added to screens throughout BBS.

202109.04 - Warehouse Transfers via SRM using Purchase Orders - Where users want to transfer stock between warehouses, but don’t want to use the Stock Transfers function as this is an immediate transfer and doesn’t allow for backorders in the sending warehouse, another option has been added to allow you to transfer goods between warehouses using a purchase order and a sales order.

202109.03 - Automatic Debtor Payments - A feature has been added to BBS Accounting to facilitate the automatic payment of debtors via an integrated payment provider such as Eway by way of an Integrated Payment Token.

202109.02 - Integrated Payment Tokens - A feature has been added to BBS Accounting to allow credit/debit card details to be obtained and stored securely to facilitate individual order or invoice payments, or customer account payments, via an integrated payment provider such as Eway.

202109.01 - Eway Integration - BBS has developed integration with the online payment gateway Eway (www.eway.com.au) to facilitate integrated credit/debit card payment functionality directly in BBS Accounting.

August 2021

202108.08 - Exclude Customer from Sales Analysis/Reporting - Users can now flag specific customers to be excluded from sales analysis/reporting. This is useful for customer codes used to sell goods to yourself for internal use.

202108.07 - Cost Centre Departments defined by Product Group - A new feature has been added in BBS where users can enter cost centre departments that are defined by product groups. This is useful when you run multiple departments out of a single warehouse and want to see the profitability of the departments at a P&L level.

202108.06 - Bank Statement Entry updates - Two new transaction types have been added to Bank Statement Entry, Bank Transfer Out and Bank Transfer In.

202108.05 - Quick Transaction Maintenance updates - Two new transaction types have been added to Quick Transaction Maintenance, Bank Transfer Out and Bank Transfer In.

202108.04 - Period and Year drop downs in all reports - The Accounting Year and Accounting/Focus Period fields in reports have been updated to drop down arrows with a more user-friendly format with the current period or year being selected.

202108.03 - Selling Units of Measure Barcodes - Barcodes added to the Selling Units of Measure within Product Masterfile Maintenance can be entered or scanned into any product field to bring up a product, however special logic has been added to other parts of the system to treat these barcodes differently to a normal product code

202108.02 - **New Feature** - Cash Book Journals - Two new programs have been added to the Main Menu, Cash Book Journal Entry and Cash Book Journal Enquiry with a new report being added to the Reports Menu, Cash Book Journal Report. Cash Book Journal entries can be used to enter banking transactions outside of the creditors and debtors modules, and prior to a bank reconciliation being performed.

202108.01 - **New Program** - Bank Register Enquiry - A new program has been added to the Main Menu allowing users with access to view presented and unpresented transactions for a specific bank code between a set of selected dates.

July 2021

202107.04 - **New Report** - Profit & Loss - PTD/YTD - Multi-Cost Centre - A new report has been added to the Reports Menu allowing users to generate a report displaying period to date and year to date figures for multiple cost centres using a selection of parameters.

202107.03 - **New Report** - Cash Flow Projection Report - A new report has been added to the Reports Menu allowing users to generate a report displaying your company's projected cash flow using a selection of parameters.

202107.02 - Menu documentation button now navigates users to Online Help - Clicking the documentation button linked to a program will now navigate users to our Online Help for that specific program rather than a PDF document.

202107.01 - **New Report** - Customer Price List Report - A new report has been added to the Reports Menu allowing users to generate a customer price list using a selection of parameters.

June 2021

202106.03 - **New Report** - Direct Marketing - Email Address Export - A new report has been added to the Reports Menu allowing users to export a list of customers and/or suppliers and their associated email addresses.

202106.02 - Pay-on-Pickup accounts thermal receipt option - Where the POS/Till is configured to use thermal receipts, all Pay-on-Pickup accounts will now prompt for a thermal receipt or standard A4 invoice, instead of just the default cash sale account.

202106.01 - More Options button added to POS print invoice pop up - The More Options button has been added to the POS print invoice pop up which will allow users to email invoices to customers who are not set to receive invoices electronically and to send to an alternative email address for customers who are set to receive emails electronically.

April 2021

202104.01 - Debtors Terms Code Improvements - Two additional fields have been added to Debtors Terms Code Maintenance to allow more flexibility for debtors terms.

March 2021

202103.04 - Print Detailed Manifest changes - A new option has been added on the Print Detailed Manifest to group deliveries by Postcode and then alphabetically by delivery address. This should mean that all customers deliveries appear together on the manifest.

202103.03 - Auto-Job Report/Listing - A new report has been added to the Reports Menu where users with access can view auto-jobs that have been set up in their system.

202103.02 - Sales Order (Internal Copy) - The Sales Order (Internal Copy) will now display the secondary product code (EzCode or Manf Part No) and will word wrap the descriptions.

OB202103.01 - Contract Pricing Review using Office Brands Pricing - A new column has been added to the Contract Price Review Report as an 'FYI' only (ie. no calculations are based on this column) displaying Office Brands cost as per the data portal.

202103.01 - Average Payment Days - A feature has been added that will calculate an ‘average payment days’ for each customer using a complex algorithm. The average payment days will recalculate automatically each night, and also when payments are posted to a debtor account via Debtors Posting.

February 2021

202102.02 - Purchase Orders created via the SRM will now display in order alphabetically by description. - Purchase orders created via the Stock Requirements Manager will now be raised in order alphabetically by description (for companies that use automatically generated numeric product codes) not in BBS code order as was previously the case.

202102.01 - Supplier Stock Levels button in Sales Ordering can now be accessed via the F12 key. - Supplier Stock Levels can now be accessed in Sales Order/Quote Entry & Maintenance and the Quick Add (F8) screen is Sales Ordering and Point of Sale by clicking the F12 key.

January 2021

202101.08 - CRM File buffering has been removed - The CRM will no longer buffer information in memory when it is first opened which will allow new prospects to appear in the customer tree immediately.

202101.07 - Stock Receipt Audit Trail - The Stock Receipt Audit Trail Report is a new document that will show all items that were received on a supplier delivery docket or supplier invoice.

202101.06 - Changing Terms Code on Sales Invoice/Credit Entry/Maintenance - The terms code on invoices and credits can now be altered when creating invoices and credits in Sales Invoice/Credit Entry/Maintenance.  

202101.05 - Stock Receipt allocations visible in Stock Receipt Enquiry Line Detail Screen - Users can now view stock receipt allocations in Stock Receipt Enquiry by double clicking the line of the required product to access the Stock Receipt - Line Detail screen.

202101.04 - New tabs added to Global Inventory Enquiry screens - Three new tabs have been added to the Global Inventory Enquiry screen with the Future Cost Changes tab added to the General (F5) section, and the Invoice Line History and Last Price Quoted tabs added to the Sales/Purchasing (F7) section.

202101.03 - Debtors Posting change - When posting receipts from a bank deposit batch and the user clicks Save or presses F5 prior to applying the receipt to any invoices or debits a pop up message will now appear asking the user if they wish to proceed without posting the receipt.

202101.02 - Invoice Payment Analysis details added to Sales Invoice Enquiry and Sales Invoices Tab in Global Customer Enquiry - Debtors (F6) section - An invoice payment analysis section has now been added to the bottom of the Sales Invoice Enquiry screen allowing users to view at a glance the invoice due date and the date it was paid, with the number of days it was paid early or late.

202101.01 - Create EOM Backup is now Create EOFY Backup - Create EOM Data Backup is no longer available on the menu tree being replaced by the new Create EOFY Data Backup. Create EOFY Data Backup is a user friendly program which now opens in a Report Parameters screen allowing for easier EOFY Data Backups.

December 2020

202012.02 - Approving a CAR where the RFC Required box is ticked - When approving a NCN to change it to a CAR, if the 'Request for Credit on Supplier Required' box is ticked and the user has access to RFC Entry/Maintenance a message will pop up asking the user if they wish to raise the RFC now?

202012.01 - Changes to the pop up calendar - The new look pop up calendar can be accessed by clicking the search button beside the required date field or by hitting the F2 key on the keyboard when the cursor is located in the required date field, the calendar now pops up directly underneath the selected date field for better vision.

November 2020

202011.07 - New BBS user interface - Apart from the new colour scheme, there have been a number of other changes throughout BBS.

202011.06 - Purchase Order Management Dashboard - A new Purchase Order Management Dashboard has been added to BBS. The Purchase Order Management Dashboard can be used by Purchasing staff to better manage outstanding purchase orders and can replace most of the functions users perform currently with the Outstanding Purchase Order report.

202011.05 - POS Auto-Mode & Screen Changes - A new feature has been added to the Point of Sale screen allowing users to select between Auto Mode and Entry Mode.

202011.04 - Enquiry Screen Hotlinks - In various enquiry screens throughout the system, hotlinks have been added to some columns in the list boxes. When a user hovers over a hotlink column, the text in the column will underline. Double clicking on an item in a list box hotlink column will navigate the user to the associated enquiry for the item (if the user has access to do so)

202011.03 - Right Click > Find in List - Word Order No Longer Important - When performing a Find in List word search the order of the keywords entered is no longer important as it will now perform a keyword search for all words in all columns.

202011.02 - Bank Statement Enquiry Improvements - Users will notice a change to the Bank Statement Enquiry screen with the rearranging of buttons and the addition of new buttons. Users will now be able to move to the previous statement or next statement in date range for all bank codes (not just the selected bank code) with the click of a button with the addition of the Previous Statement and Next Statement buttons.

202011.01 - Goto buttons for Bank Statement Enquiry - Goto buttons have been added to the Creditors Payment Enquiry and Bank Deposit Enquiry screens that will navigate users with access to the Bank Statement Enquiry screen for the selected transaction when clicked.

October 2020

202010.14 - NEW - Stock Receipt Enquiry - -  A new enquiry screen has been added to BBS, Stock Receipt Enquiry.

202010.13 - Warning added to POS - Customer Payments & Refunds - A new pop up warning has been added to POS - Customer Payments & Refunds notifying users that the selected customer has unupdated/unposted payments and that these transactions should be reviewed prior to continuing.

202010.12 - Unupdated Invoices and Payments - Changes have been made to the Open Items tab of the Global Customer Enquiry to provide better visibility of transactions that have been processed for a customer but have not yet been updated or finalised.

202010.11 - Reverse Stock Receipt Improvements - The purchase order number is no longer entered when performing reverse stock receipts, instead a 'Stock Receipt Number' is selected by clicking the ? which will list all stock receipts, most recent first, for the product code and warehouse code entered.

202010.10 - Changes to Purchase Order Document - The Bin Loc and Stock UOM have been removed from the Supplier's copy of a purchase order as they are no longer required, and the Supplier Item Code now has its own column.

202010.09 - Vendor Masterfile field changes and additions - Two new fields have been added to Vendor Masterfile Maintenance, purchasing email and web address. The existing 'General Email' field has now been renamed to 'Accounts Email'.

202010.08 - Alerts Tab added to Global Enquiry Screens - The Alerts tab has been added to the Global Customer Enquiry, Global Employee Enquiry, Global Vendor Enquiry and Global Inventory Enquiry screens.

202010.07 - Changes to the Global Vendor Enquiry - Invoices Tab - The 'Period' drop down box has been removed from the Invoices tab in the Global Vendor Enquiry with invoices now displaying newest to oldest with a More button being added to the bottom of the screen allowing users to retrieve more invoices if required.

202010.06 - Changes to the More button when wanting more items to load - The More or Load More buttons appear on various screens throughout the system. Currently users are required to click the button to retrieve more transactions until they can see the transaction they are searching for in the list. This has now been changed allowing the user to select between two new options.

202010.05 - Changes to Supplier list in Global Inventory Enquiry and Product Masterfile Maintenance - The purchase unit of measure and the suppliers minimum order quantity are now visible in the Supplier Details tab of the Global Inventory Enquiry and the Suppliers & Cost Pricing Tab in Product Masterfile Maintenance.

202010.04 - Changes to list boxes where totals are displayed - Various list box screens throughout the system have been amended to lock the bottom rows where totals and averages are displayed.

202010.03 - Changes to File/Record Locked pop up - Various masterfile maintenance and transaction entry/maintenance screens throughout the system have been amended to display a message to the user,  when trying to access a record that is locked by another user or another session.

202010.02 - Notes & Attachments Merge - A change has been made to how the Notes & Attachments section for Debtors, Creditors, Products, Employees and Service Equipment work.

OB202010.01 - Office Brands Product Attributes - -Importing to Custom Fields/Attributes in BBS - When the Office Brands Product Data Import is performed, and when new product codes are created from EzCodes, the O/B Product Attributes will be imported into the new Custom Fields/Attributes feature on Products.

202010.01 - Custom Masterfile Fields & Field Lists - A new feature has been added to BBS, Custom Masterfile Fields & Field Lists Maintenance which will allow users to create and maintain custom fields and field lists for the five main masterfiles Customers, Vendors, Products, Equipment and Employees.

September 2020

202009.02 - Auto Update of POS Banking Batches - A new option has been added to POS Payment Type Maintenance to allow users to select created Bank Deposit batches for certain payment types to automatically update when they are created by the POS Till Reconciliation process.

OB202009.01 - Copy Web Order Address/Contact Details to Sales Order - Users will now be presented with a new pop up when converting a web order with the web ID 'GUEST' to a sales order asking if they want to use the billing/delivery address and contact details on the sales order, instead of the details on the customer account. This will be useful for B2C orders, and booklist web orders.  

202009.01 - Changes to the Sales Order Management Dashboard - A new column has been added to the Sales Order Management Dashboard displaying the Rep code from the sales order. Also, if a sales order has one or more lines where an Accepted B/O ETA date is now invalid (i.e Purchase Order ETA date has pushed out since the backorder ETA was accepted)  the status column will display with a red background.

August 2020

202008.1 - Sales Order Management Dashboard - The Sales Order Management Dashboard can be used by Sales and Customer Service staff to better manage outstanding sales orders and can replace most of the functions users perform currently with the Outstanding Sales Order report.

July 2020

202007.2 - Accepting backorder ETA's - A new feature has been added to BBS to allow users in sales and customer service roles to track the status of backordered items and their expected ETA dates from suppliers. Users can accept an ETA date once a customer has been notified, and if that ETA date pushes out, they will be alerted so that they can update the customer again with the new ETA.

202007.1 - Print Quote Totals Y/N - A new tick box option has been added, which is ticked by default when printing a quote to show quote totals on the quote document. Unticking the box will result in no quote totals being printed.

June 2020

OB202006.02 - Web/EDI Order email linked to CRM templates - The email buttons in Web/EDI Order Enquiry/Maintenance when clicked will now pop up the CRM email window to select a template to send via Outlook to the customer, users can then attach or create a task for the customer.

OB202006.01 - Office Brands Promo Pricing - In the past, when Office Brands put a product on promo, the catalogue and government sell prices, and future cost price for the Office Brands supplier (plus any linked parity pricing wholesalers) in BBS would update to reflect this. From now on when an item is put on promotion the catalogue and government sell prices, and future costs will not change but instead BBS will import a promotional sell price with a start and end date, and a promotional cost price for the Office Brands vendor (plus any linked parity pricing wholesalers), also with a start and end date.

202006.01 - Changes when editing an existing Direct Delivery or Exclusive Buy In Sales Order - A new pop up window will appear when editing an existing direct delivery or exclusive buy in sales order, if the user has access to purchase order entry/maintenance, asking the user if they would like to maintain the purchase order linked to the direct delivery or exclusive buy in sales order that changes have been made to.

May 2020

202005.04 - Changes to Web Order Inbox - The Web/EDI Order Enquiry/Maintenance list box has changed to multiple lines high. The Web/EDI details of a line item will now appear on the top line of the list box with the BBS Sales order details appearing on the second line. The Web/EDI product description and BBS product description have also been added in the far right column.

202005.03 - Multi-Quantity Check - When clicking Save Order on a Sales Order, or Save Entry in the Point of Sale, BBS will double check that any Multi-Quantity entries entered for linear metres or square metres adds up to the Qty Order, Qty Invoice or Qty Backorder fields.

202005.02 - Check for BBSCloud Client Updates - A new version of the BBSCloud client has been released.

202005.01 - Terms Days added showing the actual number of days calculation - Given that a lot of users are refining their credit control terms to change their ‘days grace’ for credit on terms codes while leaving the terms description that customers see as the expected terms, the actual ‘terms days’ set up in the terms codes has been added to certain screens in BBS.

March 2020

202003.7 - List Box Changes - More than 55 list boxes throughout BBS have been changed to double height and columns have been expanded.        

202003.6 - Import Dynamic Contracts from Quote - A new button has been added to the Dynamic Contract Prices tab of Customer Masterfile Maintenance to allow users to import quoted prices as a dynamic contract based on the current G/P or current M/U.

202003.5 - Apply Discount to All Items in Sales Ordering - A new feature has been added to Sales Ordering where users can 'Apply Discount to All Items', similar to the option in the Point of Sale.

202003.4 - 'More Option' button in Sales Ordering - As a result of new features being added to Sales Order/Quote Entry & Maintenance it was necessary to consolidate the Import Line Items and Recalc Allocated Qtys buttons into a new More Options button, users can access the options by clicking on the drop down arrow.

202003.3 - Detailed Manifest by Delivery Postcode - A new feature has been added to the Print Detailed Manifest report where users can now select to print in order of Delivery Postcode.

202003.2 - Force Customer Order Number - - A new field has been added to Customer Masterfile Maintenance allowing users to force customer order numbers in Sales Ordering and POS on selected customers, or if your system default is set to force customer order numbers on all customers you can now turn it off for selected customers.

OB202003.1 - EzCode Enquiry - Active Catalogues added and buttons relocated - Active Catalogues added and buttons relocated - A list of Active Catalogues has now been added to the EzCode Enquiry screen displaying to users the catalogue/s the selected EzCode is featured in. Due to adding this new feature we have had to relocate the buttons at the bottom of the enquiry screen.

202003.1 - Sales Order Import Line Items Enhancement - When importing line items into a Sales Order and a product cannot be found based on the product code entered on the import lines spreadsheet, the product will be inserted onto the sales order/quote as a 'M' line.

February 2020

202002.8 - Filter in SRM remembered - The Stock Requirements Manager filter is now remembered from session to session on a per-user basis meaning it will reopen with the same filter that was last selected when the users previous session was closed.

202002.7 - New Feature - Weeks of Stock Target - A new on-the-fly calculation option has been added to the Stock Requirements Manager to calculate requirements based on a simple ‘weeks of stock’ (WoS) algorithm.

202002.6 - New Parameter for Payment Reminder Emails - Users now have the option in the Send Payment Reminder Emails feature to attach a copy of an up-to-date statement to the payment reminder emails.

202002.5 - POS 'Change Customer' for Converted Sales Orders - The 'Change Customer' option has now been added to the POS for converted sales orders.

202002.4 - New Report - Charge and Hold Storage Report - A new report has been added to the Reports Menu that shows users the charge and hold liability to your customers with the cost value as well as the customers default sell price should you want to calculate a percentage of value to charge customers storage for charge and hold items.

202002.3 - Cancelling a Sales Order with Pre-Payments - When a user cancels a sales order that has pre-payments recorded against it, a pop up message will be displayed requesting an override password.

202002.2 - Auto-release orders from credit hold when pre-payments are made - When pre-payments are applied to a sales order, and the sales order is held in credit hold, and the total of the prepayments equals the outstanding (uninvoiced) value of the sales order, the sales order will be automatically released from credit hold.

202002.1 - Multiple Stocktakes open within the same warehouse - Users can now have multiple stocktakes open within the same warehouse (eg counting multiple product groups or multiple bins on separate stocktakes at the same time).

January 2020

202001.6 - Selecting Product Images - When adding images in Product Masterfile Maintenance by clicking on the '?' beside the Image File field if you select an image that is not in the BBS Product Images folder, you will be prompted if you would like to copy it to the product images folder automatically without having to manually copy and paste it into the correct folder first.

202001.5 - Sales Order Pre-Payments - A new button has been added to the Sales Order Enquiry to allow users to see pre-payments applied to a Sales Order , it will also show the invoice/s that have taken up the pre-payment.

202001.4 - Purchasing Comment Pop Up when Backordering in POS - A new feature has been added to the Point of Sale where a pop up box will appear prompting the user to enter a purchasing comment when a line is added to a POS sale and the product is on backorder.

202001.3 - Adjust Sell Prices in Apply Discounts Screen in POS - A new feature has been added to the Point of Sale for users who want to reduce a customer's invoice total without displaying to the customer they have received a percentage discount.

202001.2 - Weekly Usage algorithm change - We have updated the algorithm to calculate the weighted average weekly usage each night, based on 12x30 day blocks (including the day that has just completed). This means that the weekly usage figures will update each day, and include the most current sales in the calculation making the figure more accurate for its intended purpose.

OB202001.1 - Supplier EDI Invoices - A new feature has been added to facilitate the automatic import of EDI invoices from Suppliers into your system to streamline the stock receipting process. Initially this will only be for invoices received from other BBS users.

202001.1 - Save and Pay defaults to EFT - Save and Pay transactions within Creditors Invoice Entry/Maintenance and Post and Pay transactions within Post Stock Receipt Invoices will now default to EFT.

December 2019

201912.9 - DEAD STOCK and SLOW STOCK notations in product searches - ! DEAD STOCK ! or ! SLOW STOCK !  notations may appear prior to a product description in several screens within BBS for products that meet certain criteria within the user’s default warehouse.

201912.8 - New Add Line Button in WEB/EDI Orders - A new button has been added to the Web/EDI Order Enquiry/Maintenance screen which will allow users to add additional items to the web order.

201912.7 - Warning added in Web/EDI Order Enquiry/Maintenance to alert User that the Customer has C&H stock available for an item - When a Customer places a Web/EDI order a new pop up warning has been added in Web/EDI Order Enquiry/Maintenance to alert the User if the Customer has C&H stock available for an item.

201912.6 - Discontinued/Obsolete Product Flag - A new flag has been added to Products to mark them as discontinued/obsolete.

201912.5 - Customers 'Sales Alerts' for a specific delivery code - Customers 'Sales Alerts' can now have a specific delivery code assigned to them so they only display when a specific delivery address is selected to let the user know of any special instructions related to that address.

201912.4 - Email Notification when a POS Sale or POS Payment is voided - Users within your organisation can now be notified via email when a POS Sale or a POS Payment has been voided.

201912.3 - F11 Enhancements - Stock Receipts - The F11 Instant Global Search will now return results for 'Stock Receipts' for Vendor codes and supplier invoice/delivery docket numbers.

201912.2 - New Tab in Global Vendor Enquiry - Stock Receipts History - A new tab has been added to the Purchasing section of the Global Vendor Enquiry where users can view stock receipts for that vendor showing most recent to oldest.

201912.1 - Saving/Retrieving a Draft Stock Receipt - Users can now enter all of the relevant information from a Supplier invoice, fix up the pricing etc into the Stock Receipting screen and then save it as a draft until the goods actually come in.

November 2019

201911.8 - Quantity to Reserve Added to Stock Receipting Screen - When receipting in stock through stock receipting you will now be able to see the quantity of each product that is required to be reserved for sales orders.

201911.7 - Line xxx Removed Audit Trail Entries - The audit trail on sales orders, purchase orders, reoccurring sales orders and bill of materials build orders will now show the product code, description, Qty and UOM (or other relevant information) of any removed line items.

201911.6 - Send Order Confirmations on Individual Orders - A tick box has been added to the finalise screen of Sales Order Entry/Maintenance to send an order confirmation to the customer for the sales order entered.

201911.5 - Mark Vendor as Reconciled in Select Invoices for Payment - When in Select Invoices for Payment you can now right click a vendor in the vendor summary box and flag them as reconciled. This allows you to flag a Vendor when you have reconciled to their statement ready for payment in the workfile.

201911.4 - Print/Send Pay Advices now defaults to second option - When processing/finalising a Payroll Payment, the Print/Send Pay Advices window will now default to the second option of Print/Send for Employee Only.

201911.3 - New Report - G/L Profit & Loss - Percentage Comparison - A new Profit & Loss Report – Percentage Comparison has been added to the reports menu that will give you a Profit & Loss Report with PTD/YTD figures, and also percentages next to each account.

OB201911.2 - Other OB Supplier Codes where Parity Pricing Applies - A new field in Vendor Masterfile Maintenance will allow the entry of additional Office Brands Supplier Codes into a BBS vendor to also update cost prices in BBS for these suppliers against this vendor.

201911.2 - Stocktake Improvements - Two additional buttons have been added to the Stocktake – Enter Physical Count screen, Global Inventory Enquiry and View Count History.

OB201911.1 - Enviro Flag - An enviro flag has been added to the Product Masterfile to flag environmentally friendly products.

201911.1 - Updated message when creating a new customer - A change has been made to the pop up message that appears when creating a new customer or converting a Prospect/COD account to a live account.

October 2019

201910.5 - Change to Remittance Advice on Documents - A new system parameter has been added where you can provide an email address for customers to send their remittance advices to, that will appear on the remittance advice section of your invoices, statements, pro-forma invoices and POS backorder payment receipts.

201910.4 - POS Till Reconciliation New System Parameter - A system parameter has been added for users who would like to disable the question during the POS Till Reconciliation process to ensure that each days Cash/Cheques will always be in a separate batch (not appended to an existing batch).

201910.3 - New Feature in POS - An option has been added to Point of Sale where you can change all items from quantity invoice to quantity to backorder. This can be useful if you are advised part way through entering a sale that the customer would like the goods delivered instead of taking them immediately.

201910.2 - Sales Dockets - A new document format has been created called a Sales Docket. A Sales Docket is an unpriced copy of a Tax Invoice.

201910.1 - Picking Confirmation Scan Out - A new scan-out functionality has been added in BBS when invoicing sales orders to enable users to scan products that have been picked to confirm the correct products have been picked.

September 2019

201909.6 - Training Videos and Documentation links now accessible from the Main Menu - New icons have been added to the Main Menu and Report Menu screen that link directly to our training videos and training documentation for the selected menu item.

201909.5 - Dynamic Contract Pricing Tab added to Global Inventory Enquiry - The Dynamic Contract Pricing tab has been added to the Global Inventory Enquiry which will display to users customers who have a Dynamic Contract Pricing for the selected product code, the entire product group the selected product code belongs to, or all products.

201909.4 - Do Not Record Vendor Records on Products - A tick box has been added to Vendor Masterfile Maintenance in the Purchasing/Shipping Details tab to disable the recording of product/supplier details for a particular vendor when ordering and receipting goods.

201909.3 - New Customer Buying Patterns Report - This report has been added to the reports menu that will give you an overview of your customers buying patterns.

201909.2 - New warning when confirming orders on a picking run - A new warning has been added to advise users when confirming a sales order on the picking run that more stock for that sales order has since been receipted and allocated, and the order is set to reprint.

201909.1 - CVF on Pre-Receipt Checklist - The purchasing conversion factor has been added to the purchase order pre-receipt checklist below the stock unit of measure. This indicates to the user receipting what the quantities will be multiplied by when the goods are receipted in. Users can use this to check the product has been setup correctly prior to receipting.

August 2019

201908.5 - Sales Rep Sales tab - A new tab has been added to the Global Customer Enquiry called ‘Sales Rep Sales’ to show a breakdown of the customers sales by the sales rep code on individual invoices.

201908.4 - Changes to Direct Delivery/EBI Orders created directly from Sales Orders - There has been a change to how Direct Delivery / EBI Purchase Orders are raised, when raised directly after saving a sales order.

201908.3 - Selling Units of Measure on a product - Products can now have multiple selling units of measure.

201908.2 - Restrictions on cancelling a saved POS sale - A user access restriction has been added to the Point of Sale module to restrict the cancellation of an unreconciled POS sale.

201908.1 - Print/View Saved PDF Reports - Users can now access and reprint auto-saved system generated PDF reports, audit trails, journals etc.