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Trade Simple December 2011 Product Update

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Legacy Development New Link to Approve Invoices in Document Search The “Approve Invoice” function allows users with the correct permissions (usually at Head Office in Accounts Payable) to effectively override trade simple automated Invoice Management and pass the Invoice (or Credit) to the finance system. This is sometimes required when goods–inwards data cannot be obtained from the unit or when an invoice is held up pending a credit that will not come. Previously this option was only available when looking at the Invoice in “Thread View”: Now, as long as the same conditions about user permissions and document status are met, the link will also be available when searching for the Invoice: The key benefit of this change is that it allows the user an easier way to find and deal with invoices in this state. Whichever route is used to approve the document, the result is still the same. The document is set to “Accepted” and, for invoices, an ...
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Trade Simple February 2012 Product Update

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Legacy Development New Filters on Schedule Reports Screen Trade simple provides an extensive set of standard and customer-specific reports which can be run on demand from the website. It also provides a facility whereby users can schedule any of these reports to be run automatically. In this change, the screen used to view and request new schedules has been revised slightly to provide a more straightforward interface. The screen is accessed via the “Messages” menu: As a result of this change, the user is now initially presented with a screen showing their own active reports only: The user can expand the filter to include reports owned by this business but which have been scheduled by other users and/or previously disabled reports. From here they can either delete or disable/enable these reports as before. The link to add a new scheduled report can now be found at the bottom of this page. (Live: 17 February 2012)
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Trade Simple November 2011 Product Update - Part 2

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Integration of trade simple with the New Platform Existing Integration with FnB Manager Following the purchase of trade simple by Fourth Hospitality, a number of points of integration were created between FnB Manager and trade simple and there are a number of customers using this configuration today. Broadly speaking, trade simple enables FnB to communicate electronically with the suppliers — by importing products and catalogues; transmitting Purchase Orders; receiving Acknowledgements,Confirmations and Delivery Notes to update the order details; and receiving validated Invoice and Credit Notes for matching — while the users retain all of the FnB Manager functionality for order–creation, stock control and invoice matching. Existing Integration with Star Chef (and Caterwide) for TRG The Restaurant Group had been a long–standing customer of both Star Logic and ABS using Star Chef and trade simple along with Torex's Caterwid...
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