Upcoming Enhancements in the Client Center (v.25)

We are excited to share that version 25 will bring a series of enhancements to our Client Center.

1. Мain menu redesign
The main menu has been redesigned. The new menu is now hierarchical, providing a more organized structure. Orders and Payments have been separated into distinct categories for easier navigation. We've also added new categories for the upcoming modules, Subscriptions and Support, which will be further developed in the future.

 

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2. Enhancing the "New Order" module
The "New Order" module is receiving significant updates designed to streamline the ordering process. A major change is the introduction of different panels, now structured as separate tabs within the module. Key improvements include:
  • Transformed Order Panel: The order panel has been completely transformed to enhance usability and streamline your workflow. Now positioned as the first tab in the "New Order" module, this panel is the core of the order creation process. It features a more intuitive and powerful interface, allowing users to easily add new rows or modify existing ones directly within the grid.

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  • New "Customer Products" panel: A dedicated panel for "Customer Products" has been added as a new tab in the module, allowing users to select items from a pre-agreed product list, greatly simplifying the order creation process. This panel is designed to enhance efficiency by enabling users to directly input quantities for selected products, which are then automatically added to the "Order" tab with the corresponding details. This seamless integration between the "Customer Products" and "Order" tabs ensures that the ordering process is faster and more accurate, reducing the need for manual data entry and minimizing errors.

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  • Order Confirmation Pop-Up: We’ve introduced a confirmation pop-up that appears before finalizing an order. This feature ensures that all order details are reviewed and confirmed, significantly reducing the risk of errors and giving users an extra layer of assurance before completing their purchase.
  • New Discount Column: A new "Discount" column has been added to the order tab, initially hidden by default to offer greater flexibility in managing product discounts as needed. The discount field associated with this column is LineStandardDiscountPercent.

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This is a consolidated article featuring news and updates on closely related improvements. It will be updated as we introduce additional functionalities in the new version.

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1 Comments

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    Irena Popova [ERP.NET]

    Article Update:
    We've made some updates! Check out the latest version of our article with new information and insights.

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