Blog
December update — 12 brand new features for FrachtPilot
Katharina Rösner
In keeping with the annual financial statements and the Christmas season, the FrachtPilot one Update get. The highlights are batch orders, Accounts receivable and changes of containers. Find out everything that's new, what optimizations are there and what bugs we've fixed here.
Stacking orders? Yes! The update batch orders gives you a better overview of your orders. In the administration overview, you can find the batch orders below the orders. You get a overview with customers, the one with you order regularly. These can be private customers with regular individual orders, but often they are also supermarkets. With the function, you can profiles Create that you create with various Product and customer filters configure. The profiles are used to show you orders or to create them. This is done via the filters that you have set. You can automatically change or save orders by moving the cursor out of the line with the customer.
The customer's contact is also entered in each line. When you the Overview of orders , you can call directly those who have not yet placed an order. In particular, this function simplifies customer inquiries. Do you contact your Customers by phone, this contributes to your turnover and at the same time strengthens the relationship with the customer. You can give customers the quantity of a product and then see how much of it is still available.
Another new feature concerns the Planning delivery routes. For tours, you can now use the Reverse orderif it's not what you want it to be. So you can individual customers in the Prioritize delivery or adjust the tour if the direction is unfavorable for the parking situation. For example, it is impractical for your drivers if they can't stop on the same side where they deliver. It is all the better that reversing the tour can solve the problem and the Easier delivery does.
This innovation spared You the Time spentto deactivate and rebuild containers. This is what you have done so far when you your Packaging changed You have. Now you can existing containers easy to adjust. They are then transferred to all affected products, so that your processing effort is minimal.
To a Invoice to generate, the order must be completed. To a Collective invoice To create, must also include all orders completed be or be completed. With the new function, only orders that have actually been completed are included in the collective invoice. You can only create the collective invoice for this. If it includes open orders, you will receive a note indicated that there are open orders that the program is not yet able to process
When you a delete customer account, It has been the case so far that the associated debtor account remained in existence. If necessary, you had to remove it separately. The new feature makes the Customer account automatically deletedas soon as the customer account is also deleted.
When you a Direct debit mandate If you have deactivated, this will now Shown more clearlyso that you can more easily recognize the deactivation. This gives you an even better overview of your customers and their payment methods.
The improved function now allows you to make invoices after Payment date toward filter.
You can now also use the plan for self-collections sort by customer name.
We have for you the names of suppliers and reminder levels remedied.
Another fix concerns disabled products whose suppression we optimizes have. Your customers can now better recognize when products are hidden
We also have the recording of CAMT files from Swiss banks optimizes. Uploading the file to transfer the transfers to your system now works optimally.
Another optimization is that Overwrite holidaysWhen you are at a particular holiday still yours Delivering to customers Would like to. The settings work better from now on.
With Fracht pilot There are even more functions available to you. This new cool features We have been offering you since the middle December 2023. For more information, see our help. Just try it out!
