Links to v46 Knowledge Base Articles
Module Updates
We have expanded our Data Capture Module to include a full 'User Timing' feature.
User Timing gives staff the ability to complete a daily timecard and gives admin users an overview of daily timing records.
We have added the option to upload files against 'Rejected' proofs via the approve modal.
Tax Aggregator
We have added a second aggregator to our tax integration options.
We now support both TaxJar and Avalara.
Quoting Updates
Single Product Creation - Quick Ordering
We have enhanced the ordering of 'Single Product' sessions.
Against the 'Product' type tree node is a new field, 'Quick Ordering'.
Checking this ON allows the quantity to be selected directly from the product (much like with a store item) without having to go to the 'simplified' screen.
We have expanded on the commission features in printIQ.
You can now set a commission rate in 3 areas:
- Account Manager
- Master Pricelist
- Customer Based Pricelist
This allows users to tailor commission rates to individual sales staff or customers.
Production Updates
OPERATIONS - 'Copy Operation' option
In order to speed up the process of creating new operations in printIQ, we have added a 'Copy Operation' option against each operation.
This will copy all details related to the operation. These can then be tweaked to the requirements of the new operation.
This saves the user starting from scratch every time.
In order to speed up the process of creating new machines in printIQ, we have added a 'Copy Machine' option against each machine.
This will copy all details related to the machine. These can then be tweaked to the requirements of the new machine.
This saves the user starting from scratch every time they need to add machines to their build.
We have added two new options related to the calculation of press spoils.
Min Stock Length
Max Stock Length
This allows you to set the spoils based on the length of stock being used.
We have added a new checkbox option under 'Click Rates' on section based finishing operations.
'Click all Produced items' can be used to apply sheet or item based click rates to all produced quantities (this will include 'spoils' in the charge of click rates).
We have expanded the ability to edit a dynamic catalog product at quote and job stage.
This now includes the auto updating of all linked artwork.
We have updated the 'Stock Size' admin screen to a new format to match the update look and feel of printIQ.
As part of this we have expanded the options available when configuring roll format stock sizes.
This includes setting the 'spoils' behaviour when a printed job falls between the end of one roll and the start of another.
This is to allow improved stock usage and costing to suite the real world use of stocks.
We have enhanced the board to enable the multi-selection of planned and unplanned tags so they can be moved in bulk.
We have enhanced the 'Split' function in capacity planner to allow auto splitting of job tags (time blocks).
This is utilised when auto planning and when manually dragging a tag into a space smaller than the available time space.
A prompt will show asking to confirm weather to plan into overtime or split to the following day.
We have added functionality to auto place jobs or sales orders from specific customers to the status option of 'On Hold'.
This would be used when internally you want a customers orders to accumulate to be processed and dispatched, for example every fortnight or at the end of each month.
We have expanded the functions of the supplier portal so in certain circumstances, the supplier updating the 'Job Dispatched' section will trigger the job status in your printIQ to update to 'Complete'.
Inventory Transactions By Weight
We have expanded the receipting of stock to work by weight.
For example a stock can be ordered in CWT and receipted in using CWT.
Stock Pick - Charged Amount v Requested Amount
We have added a new setting to control the behaviour of the stock pick quantity in printIQ.
This can now be set to default to either the 'Charge Amount' (the charged qty based on the stocks order units) or the 'Requested Amount' (the actual calculated usage qty).
The default printIQ setting is based on 'Requested Amount'.
Contact support if you would like this changed to 'Charged Amount'.
Outsource Purchase Orders to suppliers running printIQ and connected through IQ Link can be ‘pushed’ automatically to your suppliers printIQ system, generating a quote and accepting it, placing it straight into their production workflow.
When these jobs are Finished, Completed or Cancelled by the outsource provider, a relevant update to the Purchase Order status is pushed back to the resellers’ system.
Freight Updates
We have expanded the postcode range options in printIQ to include the ability to link to countries.
This is used when shipping internationally and you need to be able to distinguish between post codes for different countries.
New dispatch export for mass shipping
We have built new functionality on the Dispatch Board to assist with the exporting of delivery data so it can be used in external applications. This option allows you to multi-select dispatch records for different customers and export the data.
The export is driven by an Izenda report so you can customize the layout of the data file. This is part two of a project to provide support for World Ship and Shipping Manager along with other integration options where you prefer to use the carrier’s proprietary software.
You will also notice a carrier filter on the Dispatch board.
UPS & FedEx Imports
We have added an option to 'import' shipping ID's and Tracking Numbers supplied from UPS and Fedex into the printIQ consignment details via a csv.
Accounts Updates
'Purchase Order Flipping' allows a Supplier User to input their invoice directly into printIQ after the purchase order has been dispatched.
GL Account overrides can be configured for individual customers for both Revenue and Expense accounts.
When configured, these accounts will be selected automatically for Sales Invoices (Revenue) or Purchase Invoices (Costs)
General Updates
We have expanded the reference function in printIQ to include 'Item-based' references.
These can be linked to store items and inventory items to allow custom details to be applied to these items.
Item Codes - Auto generation of product and stock codes
We have added functionality to auto populate product and store item codes on generation.
These can be set to include unique customer and supplier references.
API
Creation of RFQ API
We've added API to allow our customer to create RFQ in printIQ via API call, or Get the value of the RFQ via GET method
Please check Swagger for more details, or reach out to support team for more information.
External Consignment (singular) and External Consigments in QuoteProcess API
We've added two end points to our QuoteProcess API, ExternalConsignment & ExternalConsignment[s].
The latter allows you to pass multiple consignments in a single payload.
These new end-points allow you to create a consignment for one or more deliveries on a job in print IQ.
Webhook
SalesItemUpdated Webhook
Above webhook will fire when an IQStore item is created or updated.
UpdateDispatch Webhook Modification
We've added Freight_SendUpdateDispatchStatusOncePerJob settings in the back end. (By default set to true)
Set to False:
printIQ will fire webhook once per delivery, and also on every dispatch status change.
**Jobs will be part of Products Array and Sales Order will be part of Items Array.
Set to true:
printIQ will fire webhook per items on the delivery.
Adding filters to webhooks
We've added Customer ID filter to these webhooks payload.
Customer now have the option to limit the intended recipient of the payload by customer or supplier, depending on the type of webhook.
Customer now have the option to limit the intended recipient of the payload by customer or supplier, depending on the type of webhook.
Please contact support if you would like this set up.
- Create Quote
- CreateJob
- CompleteJob
- RejectQuote
- ExpireQuote
- DiscardQuote
- ExportInvoice
- UpdateJobStatus
- UpdateDispatchStatus
- RequestQuoteApproval
- UpdateOrderStatus
- CompleteOrder
- InventoryPOStatusUpdate
- AcceptQuote
- AcceptanceCreated
We've added a more robust filter that allows us to filter specific values in the payload via the WHSDataFilterExpression column in our Webhook Subscriber table.
Please contact support if you'd like to find out more about the filter above.
Add address notes to Job and Sales order webhook
The Job and Sales order webhooks now return the internal and external address notes on the freight object inside acceptance details
New fields located here
AcceptanceDetails->AcceptedFreightSession->Deliveries->Origin_adrNotes_External
AcceptanceDetails->AcceptedFreightSession->Deliveries->Origin_adrNotes_Internal
Additional Webhook Trigger (SalesItemUpdate and ProductUpdated)
Once setup, those two webhook will fire when updates are made to SPC, and Store Items.
Additionally it will also fire when you upload Simplified Sessions CSV.
Adding following item to AcceptanceDetails object that sent in Webhooks in the Delivery Object.
- Inventory Item Id (IIKEY)
- Inventory Item Code (IICODE)
- Inventory Item Name (IIDescription)
- Location Id (ILKEY)
- Location Name (ILName)
AcceptanceDetails Object lives in this webhook.
- CreateJob
- CompleteJob
- UpdateOrderstatus
- CompleteOrder
- AcceptQuote
- AcceptanceCreated
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