Duplicating Work Orders and Estimates
Save time with our new duplication feature for work orders and estimates! This powerful tool allows you to create a copy of a work order or estimate with almost all its contents – client information, asset details, reason for service, and more, including services, products, prices, discounts, and assigned employees – with just one click.
Example Scenarios:
Providing the same services to a client regularly.
Accepting multiple similar assets from a client with the same or very similar services.
Offering a client multiple estimate options with slight variations in services, products, or prices.
And there could be more.
Note: The only information that doesn't transfer is the appointment time in the Scheduler. Additionally, all products copied from the original work order or estimate are added to the duplicated document without inventory deduction.
We also remind you that if you need to accept multiple work orders from the same client without any contents, you can click the "Save and create another" button when creating a work order
Permission to Add Products Without Deduction
In February, we introduced a new feature in RemOnline: the ability to add products to work orders without deducting them from inventory. This feature, initially available through general account settings and applicable to all employees, is essential for:
Converting estimates into work orders (hence, estimates become available only when the option to add products without deduction is enabled).
Adding product bundles to work orders.
Future integrations, allowing work orders from external services to be automatically created in RemOnline with a pre-filled list of products.
Based on your feedback, we realized this feature needed more granular control. So, we’ve made an exciting improvement! The option is no longer in the general settings. Instead, we've introduced a new permission in the employee role settings: "Can add products without deduction."
With this permission, employees can seamlessly add products to work orders without deducting inventory, create estimates, and add bundles that include products.
Employees without this permission will only be able to add products to work orders with immediate inventory deduction. Additionally, only services from bundles that include products will be added to the work order.
For more details about all the permissions in the "Work Orders" group, click here.
Including Transaction Fees in Cashboxes
Using bank terminals and payment services, as well as utilizing cash collection services, is standard practice for modern businesses. However, these conveniences come with transaction fees. That's why we've added a new option, "Include transaction fees," to the cash register settings. This allows you to automatically calculate fixed fees (either a fixed amount or a percentage of the payment) separately for incomes and expenses in each cashbox.
For instance, if you have a non-cash register that processes payments via a bank terminal, you can set a 2% fee. So, when processing a payment of 110 euros for an order or sale, a 2.2 euro fee will automatically be recorded against the cash register balance. Similarly, if you have a cash register for cash collection, you can set a fixed expense fee of 10 euros. No matter the expense amount, a 10 euro fee will be recorded.
These entries are created with the comment "Transaction processing fee" and under the cash flow item "Transaction processing services." At the end of the relevant period, you can quickly view your expenses for this item separately in the Cash Flow Report.
A helpful tip: If you've set up fees for a cashbox, then disabled the function, and later want to re-enable it, your previously configured fees will still be there — no need to set them up again.
Editing Purchase Returns
We're excited to announce an enhancement to our inventory document editing capabilities—editing purchase returns, which are now available for users on the Business and Enterprise plans.
Need to adjust the quantity of products in a return or update its description? No problem! You can easily make these changes if you have the necessary editing permissions in your role settings. Additionally, you can record income, for instance, if you receive funds from the supplier sometime after the products are returned.
Keep in mind that reducing the quantity of products in a purchase return document means those products are returned to the warehouse. Also, remember that you cannot specify a higher quantity of products than what was in the original posting document used to create the return.
Note that you won't be able to edit the purchase return document if the products were removed entirely, the warehouse was deleted, or serialized products were returned to the supplier and then posted again.
Look for the step-by-step instructions on how to edit the purchase return document here.
If you have any questions or comments about these new features, please contact our Support team via chat. Your feedback helps us make RemOnline even better.