Declare your scrap and split your lines directly from the production screen

When a production generates defective parts, it is now possible to declare them as scrap directly in the inventory production popup. For each line, you can choose to create a separate scrap inventory (with its own inventory status) or simply deduct the scrapped quantity without creating an inventory. A card can contain both good parts and scrapped parts, deducted independently without modifying the planned quantity on the card. Scrap default values are configurable globally and per item.

In multiple production, it is also now possible to add or split lines to declare multiple inventories at once, up to a maximum of 10.

For more information, see the Manage production scrap and Produce inventory in a card pages.

New payment terms management with Zoho Books synchronization

ALIX now allows you to manage payment terms in a dedicated section of the accounting settings. You can create your own terms by defining a name and a number of days, and designate a default term that will be automatically applied to new contacts and new bills.

If the Zoho Books integration is enabled, the terms are synchronized from Books and managed from Zoho Books.

For more information, see the Payment terms page.

Link your shipments to your bills

Each item line on a bill now displays a Shipments counter showing the number of linked shipments. From this counter, you can view the linked shipments, add new ones or remove them. This association makes it easier to track the link between your bills and your shipments, and the links are preserved even when the bill is modified.

For more information, see the Bills page.

Your bill files now travel to Zoho Books

When a bill is synchronized to Zoho Books, attached files can now be transferred automatically. The transfer is triggered when the bill is synchronized, whether at creation or when new files are added. This option is controlled by a configuration in the Zoho Books integration settings.

For more information, see the Zoho Books configurations page.

Manual tax selection on purchase orders and bills

It is now possible to manually select the applicable tax on a purchase order or a bill. The tax selected on the purchase order is suggested by default on the associated bill, but can be changed. The total is recalculated in real time based on the selected tax.

For more information, see the Tax management in purchase orders page.

New custom unit management for your purchases and sales

It is now possible to apply a custom unit on purchase order and sales order lines to buy or sell an item in a unit different from its stock unit. Simply define a unit name and a conversion factor.

For more information, see the Apply a custom unit on a purchase order line and Apply a custom unit on a sales order line pages.

New weight-based pricing mode for purchases

Weight-based pricing allows you to purchase an item at a cost defined per weight unit rather than at a fixed unit cost. The total cost then depends on the actual weight of the items received.

This mode is activated on the item form and automatically applies to purchase order lines. The quantity, net weight and unit cost per weight unit can be edited directly on the line, and calculations update automatically. This mode is also compatible with custom purchase units.

For more information, see the Buy at price based on weight page.

Customize column titles on your sales order and purchase order PDFs

The column titles displayed on sales order and purchase order PDFs can now be customized. Each column can be renamed separately in French and English in the configurations. For sales orders, the customizable columns are Item, SKU, Quantity and Unit price. For purchase orders: Item, Part #, SKU, Quantity and Unit cost. If a field is left empty, the default title is used.

For more information, see the Sales orders configurations and Purchase orders configurations pages.

Packing slips: the sales order reference number is now visible

The packing slip can now display the sales order reference number (# reference field) under each item line, with the prefix "Ref:". The display is controlled by a global configuration in the shipments settings, and can be enabled or disabled individually for each shipment on the Packing slip tab.

For more information, see the Packing slips page.

Synchronize your invoices without worrying about special characters

Some characters accepted in ALIX (< and >) are rejected by Zoho Books when synchronizing invoices and bills. ALIX can now detect these characters in text fields and automatically replace them according to a configuration defined in the Zoho Books integration settings, without modifying the original data in ALIX. If the replacement field is left empty, the character is simply removed before sending.

For more information, see the Zoho Books configurations page.

Fixes

1. Fixed a tax calculation issue in sales orders where the tax was rounded on each line individually instead of being rounded on the total, which could create a difference of a few cents on the final amount.

Thank you,

The ALIX Development Team