Thanks for checking in, there! 👋

Our latest Factory updates are designed to make your experience smoother and more efficient:

• Edit Sales Order from Workflow: Users* can now edit Sales Orders directly from Productivity > Workflow by selecting a Workflow/Job card from any status column, and clicking Edit Order. This allows you to easily update the Sales Order without needing to toggle back to the Sales Orders page
• Edit Sales Order from Planner: Sales Orders can now be edited* directly from Productivity > Planner. Simply select a Sales Order scheduled to a Team member or from the Orders pane, click Edit Order, and update the Sales Order without going back to the Sales Orders page
• Edit Sales Order Delivery Scheduling: Editing Sales Orders is now possible* from Productivity > Delivery Scheduling. Select a scheduled Sales Order or one from the Delivery backlog pane, click Edit Order, and make your updates without toggling back to the Sales Orders page
• * exceptions: any User, except for Productivity, Workflow Only and Deliveries Only, can utilise this feature.

Factory Mobile new features:

• Mobile Notification: After tapping the Factory Mobile notification, you'll be quickly routed to the Collaborate tab of the corresponding Sales Order where a team member has mentioned you
• One-tap Calling: Within a Sales Order > Details tab, you can now click on mobile numbers to call directly using your default phone app.
• One-click Emailing: Within a Sales Order > Details tab, you can now click on email address to send emails directly through your default email app
• One-click Location: Within a Sales Order > Details tab, you can tap on the addresses to open the location in your default map app
• Update Assigned to, Labels, and Order status: You can now update the Team member Assigned to a Sales Order, add more Labels, change the Order Status directly within Factory Mobile, giving you greater control while on the go
• PO field: User can now view the details entered in PO field via the Sales Order > Details tab

Be sure to download or update Factory Mobile, available on both Android and iOS, to take advantage of this new feature.

Additionally Tweaks

• Adding Lineal Metre Products into a Kit: When Lineal Metre is added to a Product Kit or Sub Kit the value now correctly retains.

We hope these updates help streamline your workflow. Stay tuned for more exciting improvements next week!

Great to catch up with you, there! 👋

Check out these exciting updates for this week, all designed to make your experience smoother and more efficient.

• Required Date Filter: We've added a Required Date filter in Planner and Workflow, so you can easily track Jobs/Orders based on their completion date
• Kit Visibility in Sales Orders: It's easier to identify if a Kit in the Sales Order page is expanded or collapsed. A plus sign (+) will indicate if the kit is collapsed, while a minus sign (-) will show when it’s expanded.
• Creating Product Kits: You can now save a Product Kit even if the Sub-Kits only contain products, giving you more flexibility when setting up your kits
• PO Details Searchable in Timesheets: Any information entered in the PO field of a Sales Order is now searchable when adding a Timesheet entry, whether via the Add manual time entry button or the Clock On button. This makes it easy to attach the correct Sales Order to your Timesheet entry.

Additionally, here are a few more tweaks to improve your experience:

• Clock Off in Active Tracking: You can now easily Clock Off in Active Tracking page (located next to the Settings button with the clock icon) by selecting the stop icon
• Custom Pricing in Drawings: $/M values are now struck through when custom pricing is added to the Total amount on Drawings, helping to avoid confusion when generating Work Order PDFs.

We hope these updates enhance your workflow. Stay tuned for more exciting improvements next week!

Great to catch up with you, there! 👋

We’ve got some exciting updates to share with you this week, all designed to make your experience smoother and more efficient.

• Delivery Scheduling is now available in Factory Mobile, making it easier to view and manage deliveries for completed Orders. Be sure to download or update Factory Mobile, available on both Android and iOS, to take advantage of this new feature.

In addition, here are a few more tweaks to improve your experience:

• Saving mobile numbers and phone numbers via Sales > Customers > select a Customer > Contactshas now been fixed
• Generating a Work Order PDF with drawings now eliminates the extra blank page
• Users can now drag multiple orders consecutively with the Show/Hide orders (Scheduled or Unscheduled) filter applied in Planner
• Fixed the intermittent issue with changing the colour of the Order type badges in Workflow > Workflow Settings (select the gear icon).

We hope these updates make your experience smoother and more efficient. Stay tuned for more next week!

Great to catch up with you, there! 👋

Time for this week's Factory Fun Fact:

• Ever thought about adding Custom Planner Events? In Factory > Productivity > Planner, you can easily add things like your leave, maintenance, inventory checks, or any event that doesn’t need an order linked. Just double-click a blank space on your Planner, and a pop-up window will appear asking you enter the details about the event.

In addition, here are a few more tweaks to improve your experience:

• Product Kits can now be opened, even if a Product’s material within the Product Kit has been removed
• Contacts are now properly saved when you unfocus from the Contact name field
• You can now add or delete attributes, even while you’re still focused on an existing attribute field.

We hope these updates make your experience smoother and more efficient. Stay tuned for more next week!

Good to see you there!

We’ve got some exciting updates to share with you this week, all designed to make your experience smoother and more efficient.

• We've added a new toggle - Default new orders to tax free - in Sales > Customers > Settings tab. This lets you easily enable or disable tax for new Sales Orders
• You can now remove the Required Date on Sales Orders. Simply go to Sales > Sales Orders, select a Sales Order, and click the "x" next to Required Date field to remove it
• For customers integrated with MYOB, we've added Create new job option to MYOB Jobs dropdown located in a Sales Order, next to each Line Item. There's also a Refresh Jobs button for easily updating the job details
• Users can now create On The Fly Kits within a Sales Order by selecting Add product > Product Kit
• There's a new option in Settings > Sales called Display kits as minimised by default. If enabled, when a Kit is added to a Sales Order, the Products within the Kit will automatically collapse, giving you a cleaner and more organised view
• Aside from users with Administrator access, those with Power User access can now modify Planner Settings in Productivity > Planner > Planner Settings (gear icon) and Workflow Settings in Productivity > Workflow > Workflow Settings (gear icon)
• The Standard User (No Pricing) role can now access Workflow with the same permissions as the Standard User role.
• Standard User, Standard User (No Invoicing), and Standard User (No Pricing) can now schedule work, add custom Planner entries and delete timeslots in Productivity > Planner.

In addition, here are a few more tweaks to improve your experience:

• Invitations sent via email on mobile have been adjusted for better responsiveness on both Android and iOS.
• Deleted Team members are now automatically removed from the Timesheet Manager page
• The attribute column field with an empty value in Product Catalogue > Products is now retained when generating PDFs.
• Global search has been improved and now supports searching for special characters, making it easier to find exactly what you're looking for.

We hope these updates make your experience smoother and more efficient. Stay tuned for more next week!

Hi there,

We have some exciting updates to share with you this week.

• We’ve just launched a brand-new Document Template for Work Orders! Head over to Settings > Document templates > Create temple > locate Work Order Template, then select Create new template to customise your Work Order PDF and make it uniquely yours.

In addition, here are a few more tweaks to improve your experience:

• Any information copied and pasted from notes apps into the Collaborate tab in Factory Mobile will now display as regular text, ensuring formatting is retained. Please make sure you've downloaded or updated the Factory Mobile app, available on both Android and iOS
• The option to Duplicate/Edit Timesheets has been removed for all user roles in Factory Mobile, except for Admin users, who has the ability to Duplicate/Edit Timesheets.

We hope these updates make your experience smoother and more efficient. Stay tuned for more next week!

Hi there,

We have some exciting updates to share with you this week.

• Planner views can now be saved with Day, Week, and Month filters. Head over to Productivity > Planner > Views > Save new view
• One of the most awaited features on our roadmap—Timesheets (Accounting Integrations) is now available for you to use. Check out these helpful articles on how to set it up for MYOB, QBO, and Xero
• We've added Invoiced to date and Amount remaining on Partial Invoice PDFs. To generate a Partial Invoice, go to Sales Order > Options > Partial Invoice.

In addition, here are a few more tweaks to improve your experience:

• The transparent component background can now be set when customising a PDF in Settings > Document template
• Loading Cost field and calculation issue has been fixed for custom-priced Product Kits
• We've enhanced the Enable column sorting in Workflow > Workflow Settings (gear icon), and it can now be toggled on or off
• Duplicating Sales Orders with set Line Item statuses in the Tracking tab will reset all statuses
• Swap Order # and Page # location on Work Order PDF toggle functionality in Settings > PDF Settings is now applied when generating PDFs in Workflow
• Updating the Order status is now available in Productivity > Planner.
• Only Contacts associated with the Supplier on Purchase Order are now shown in the Contact field within a Purchase.

We hope these updates make your experience smoother and more efficient. Stay tuned for more next week!

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.

Hi there,

We've recently released a considerable number of updates and improvements. Here are some of the highlights that are now available:

Time Tracking

• We've added additional ways to clock on/off from jobs, including via the Active tracking button located in the top nav bar of Factory. This allows you to clock on to new jobs without having to click into a job's Tracking tab.
• Specify the hours worked when adding manual time entries, without a specific start/finish time being required.
• Add custom notes to manual time entries.

Other

• You can now set line item quantities to 0 on both Sales and Purchase orders.
• Implemented substantial performance improvements when creating and interacting with larger sales orders, especially when dealing with considerably large product kits.
• Various bug fixes.

We hope you enjoy these updates and improvements!

Hi there,

We're excited to say that we've just released a new feature that will help you more easily manage back-ordering and similar situations inside Factory!

​Splitting Orders

• You can now 'split' existing Sales and Purchases into multiple separate orders, dividing up the line items and their associated quantities as you see fit.
• To do this, click Split Order via the Options button when viewing a submitted Sales or Purchase order. Then, select the line items and quantities that would like to split out into a new order.
• Doing so will create a new, draft order containing the selected line items and quantities, removing them from the original order. The newly created order will also be automatically linked to the originating order via the Linked Orders tab.

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.