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Workflow Child Cards, and more

Factory support avatar
Shared by Factory support • December 03, 2024

Hi there,

We're excited to share some of the recent updates we've made to Factory!

Workflow Child Cards

  • Create separate Cards for each Line Item on a Job/Order, allowing users to see the status of each Line Item in Workflow
  • Move the Workflow Child Card between different statuses by simply dragging and dropping
  • Any status changes made in the Workflow are linked to the Line Item status under Sales Order > Tracking, and vice versa
  • Important - Workflow Child Cards cannot trigger email or SMS notifications.

Other things to improve your experience!

  • We've included ABN when importing a Customer/Supplier to Factory from your accounting package.
  • Sales Order Export now includes Notes, Assignees, Invoiced amount (including Partial Invoicing), Quoted Labour hours, Hours worked, Hours scheduled, Cost of Labour, Markup, length values for Lineal Metre Products.
  • Assignees/Team members are now displayed in alphabetical order.
  • We've added a Filter by status in the Planner, making it easier to display Jobs/Orders.
  • Decimal quantities can now be used for Line Items when splitting Sales Orders/Purchase Orders.
  • The PO Reference field has been increased to a character limit of 100.

We hope you enjoy these new updates as much as we enjoyed building them for you! And as always, please don't hesitate to reach out to the team if you have any questions or feedback.