Q: Release FL2 26.04.15

<h2 id="partsstock">Parts &amp; Stock</h2> <h3 id="purchaseordercleardown">Purchase Order Clear Down</h3> <p>There may be occasions where a PO is never going to be fully received (supplier can no longer supply goods, agreement to not complete the PO, etc).</p> <p>The PO Clear Down Function enables users to close the Purchase Order as 'Fully Received', clearing any remaining quantity of items on the PO.</p> <p>Find this feature within the 'Actions' menu of a Purchase Order.</p> <p><a href="https://downloads.intercomcdn.eu/i/o/mb5hkixl/132349103/a397c9149c33c9fb5bc8017a6e08/image.png?expires=1784122200&signature=ac2921a6c10ad69499775718565f7536fe331684821e60a83cb0b1bb2e8dd892&req=0dZtxlzzrTcrlxv889ospwSmDlN7wpJbv0mKS1ebZyaKL3L4qlga%2FL%2FCyxM%2B%0AjcVwEVefik1tX53qrg%3D%3D%0A"><img src="https://storage.crisp.chat/users/helpdesk/website/-/d/9/b/9/d9b9b5abe687d800/b58eafd1-27ba-441f-b932-25e29a_1g360z7.png" alt="" /></a></p> <h3 id="partcategorydeletion">Part Category Deletion</h3> <p><a href="https://flowlens.app/settings/part-categories">Part Categories</a> may now be deleted provided they have no associated parts.</p> <h2 id="reports">Reports</h2> <h3 id="manufacturedpartbomreport">Manufactured Part-BOM Report</h3> <p>The new <a href="https://flowlens.app/reports/manufactured-part-bom">Manufactured Part-BOM</a> Report shows a list of child parts in a manufactured part, along with current cost and supplier information.</p>

Question 1

Getting started with data imports

Accepted Answer

Please note that the following fields should be configured in the settings menu before completing data imports as the options configured will guide the input.

Sales > Sectors
Stock > Part categories
Stock > Supplier ratings

Stock Locations

Use this template to add your location hierarchy.

Note - you MUST add the main locations in the settings menu before completing this import.

| Column Name | Input type | Description | Required? | | --- | --- | --- | --- | | Organisation Location | Dropdown | These locations must be added to setting menu before uploading this CSV | Yes | | Stock Location | Text | This is a sub location within a main location e.g. Warehouse 1, Bay 1 | Yes |

1. Companies Import Template

Use this template to add your customers and suppliers.

| Column Name | Input type | Description | Required | | --- | --- | --- | --- | | Company Name | Text | | Yes | | Sector | Sector (from settings) | Only sectors that have been added in the settings menu should be used as an input here. | No | | Default Currency | Currency (from settings) | The currency in which you sell to or buy from the company | Yes | | Default Payment Term Days (only applies where company is a customer) | | Use in conjunction with default payment term days. Example, enter 30 for 30 days from invoice date. | No | | Payment Terms Offset (only applies where company is a customer)Payment Term | Text lookupText lookup | Available input options:Invoice DateEnd Of Current MonthEnd O

Question 2

Release FL2 26.01.16

Accepted Answer

Here are the latest updates!

Production and Job Cards

Job Card BOM Page Picking and Filters

With these improvements the Job Card BoM tab becomes a super helpful tool for understanding the status of stock needed for, allocated to and picked. It's now possible to

see if each line item has been picked, and pick stock directly.
filter the page to show only unpicked items

Job Card Step Filters and Clickable Dependency Graph

Users can change the of the BOM tab step and parts information.

Group by step/part
Filter by step/part

Steps in the Dependency graph are now clickable, and will open the relev

Question 3

How to Build a Sales Order and Quotation

Accepted Answer

Watch this short video!

Navigate to https://flowlens.app/sales

From the actions menu, create a new sale.

The customer, contact and address fields are search fields meaning you will have to create the customer, contact or address in the Companies section before you can add them to an order.

[](https://downloads.intercomcdn.eu/i/o/mb5hkixl/45915806/9e197558e5719a737e25e5a0d5bc/ascreenshot.jpeg?e

Question 4

Release FL2 26.04.01

Accepted Answer

De-allocation of Stock

Occasionally priorities change, and stock that is allocated to one order or Job Card needs to be used elsewhere. The de-allocation features lets users release stock.

Deallocate in a Sale

When a Sales Order is confirmed, the 'Stock Status' tab appears showing details of the allocation for each item.

To release stock to use elsewhere, simply click on the Deallocate button on the relevant Part, and if necessary, choose the quantity.

Note: When you are ready to re-allocate stock for this order/part, visit the 'Stock Requests' tab in the sale to either allocate from ava

Question 5

Release FL2 26.04.15

Accepted Answer

Parts & Stock

Purchase Order Clear Down

There may be occasions where a PO is never going to be fully received (supplier can no longer supply goods, agreement to not complete the PO, etc).

The PO Clear Down Function enables users to close the Purchase Order as 'Fully Received', clearing any remaining quantity of items on the PO.

Find this feature within the 'Actions' menu of a Purchase Order.

Part Category Deletion

Part Categories may now be deleted provided they have no associated parts.

Reports

Manufactured Part-BOM Report

The new Manufactured Part-BOM Report shows a list of child parts in a manufactured part, along with current cost and supplier information.

Question 6

Release FL2 26.03.04

Accepted Answer

Activity Logs

Activity logs within various modules have been updated to show more details about changes made to records, and by whom.

Updates to Excel Downloads

Excel download via Reports have been improved to reflect filters applied on the page. Improvements have also been made for exports with greater than 10000 lines.

KPI Report updates

The Supplier KPI Line Item Report has been updated to a add a PO filter and OTD status filter.

Purchase Order PDF Updates

Purchase Order PDFs have been updated to include Revision where available.

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