Hi there,

We're very excited to inform you that you can now set credit limits for customers, as well as place customers on credit hold.

Credit limits

• You can now assign a credit limit to customers via the Settings tab of a customer's profile.
• Credit limits are calculated based on the total value of unarchived Sales Orders which are not in a draft status.
• When a credit limit is exceeded, or when submitting a Sales Order that would cause a customer to exceed their credit limit, a warning will be displayed.
• For MYOB customers, an additional option is available under the Settings > Integrations page to leverage MYOB's built-in credit limit values and credit hold status instead of Factory's.

Credit hold

• Customers can now be placed on Credit Hold, preventing new Sales Orders from being created for them.
• Credit Holds can be toggled on/off via the Settings tab on a customer's profile.
• When enabled, a warning will display when attempting to create a new order for the customer.

Other

• In addition, we have also made several improvements to the user interface of Factory when accessed via a tablet device. This will ensure a smoother experience when accessing the platform remotely or via the workshop floor.

Hi there,

We're excited to announce the rollout of our latest update, Sub-Kits.

You can now add 'kits within kits' to create more complex and detailed Product Kits that contain multiple layers or 'sub-assemblies'.

When creating or editing a Product Kit, simply click the new Add Sub-Kit button, enter a name for the Sub-Kit and then add your products to it.

From within the Product Kit's page, you can also customise where the Sub-Kit's details will display throughout Factory, similar to showing/hiding where a Product Kit's individual line items appear.

As always, we'd love to hear your feedback on this new functionality, so please don't hesitate to reach out with any thoughts or questions!

Hi there,

We've made various improvements and fixes to Factory this week that we'd love to share with you.

• You can now configure the Bill date when converting a Purchase Order to a Bill. The date chosen will be reflected on the Bill in your accounting package.
• The email address of contacts added to a Sales or Purchase Order will now display on the order's page, along with their name and phone number.
• We've sped up the time it takes for certain product pages and pricing tables to load when adding these products to an order.
• Fixed a bug that was causing issues when copying/pasting data into pricing table cells or product line items on orders.
• Fixed a bug that was preventing material colours from displaying on certain PDFs.
• Various other bug fixes.

As always, we hope you find these changes and fixes useful!

Hi there,

We've made a few updates and enhancements that we'd like to share with you:

• You can now filter your Delivery Scheduling page by each order's 'required date'. You'll find all your filters behind the new 'filter' icon next to the search field in the Delivery Scheduling tool.
• Automated SMS updates sent via Workflow now include the order's PO #.
• We've added the ability to include multiple email addresses in the 'Reply to' and 'Send a copy' fields for Invoices, Quotes, Purchases etc.

We hope you enjoy these changes!

Hi there,

You now have the functionality to apply a partial payment to an Invoice in three easy ways.

From within a Submitted Sales Order you can generate an invoice based on:

1. Specific line items
2. A specific dollar amount
3. A percentage of total order value

By opening a Submitted Order, selecting Options > Partial Invoice > you can select how you want to generate a partial invoice, and then select Options to Print or Email the invoice. When Print or Email is selected the invoiced amount will generate the required invoice in your accounting package if enabled.

The Invoice status now also includes Partially invoiced when a partial invoice has been generated, and by running your cursor over the Invoiced status a popup will display the Invoiced amount and the Remaining amount on the order to be invoiced.

You can find more information about how partial invoicing works here.

We'd love to hear your thoughts after using this new functionality, so please don't hesitate to submit your feedback below or email support@factory.app.

Hi there,

We've made a few improvements to various parts of the platform that should improve the flexibility and useability of certain features:

• You can now filter the Delivery Scheduling page by assignees and labels.
• Each order's Timeline tab will now capture when an order is scheduled via the Delivery Scheduling page.
• Adjusted the product search experience when creating new orders so that product 'variant' results are sorted in the same order that they appear on each product's pricing table.
• You can now choose to Show/Hide certain product pricing table columns on Delivery Docket PDFs and Purchase Orders.
• Added an option to Settings > PDFs that allows you to show/hide Internal Notes on Work Order PDFs.

As always, please don't hesitate to reach out if you have any questions!

Hi there

We're excited to announce that we're updating the Home page and navigation experience in Factory.

The changes are designed to provide you with a more meaningful landing page when you login, as well as improve the end-user navigation experience.

All your favourite pages are still available:

• Your Dashboard will be your new homepage, including new buttons to directly create new Sales and Purchase orders from this page without needing to open a customer or supplier's profile.
• A new Products menu at the top of the page will include your Product Catalogue and Materials for Sales and Purchase Orders
• The Customers page will now be located under Sales
• The Global Search tool will now be available from within most page's top navigation bar.

These changes will come into effect next week; we just wanted to give you the heads up that this change is coming.

If you have any enhancement requests or questions (especially if they relate to the Dashboard page!), feel free to reach us via Messenger.

Hi there,

We've made a few small product improvements to help you get your work done on a daily basis.

• You can now generate Work Orders and Delivery Dockets (both without pricing only) via Workflow, Planner and Delivery Scheduling using the new Options button when viewing an order.
• You can now save lengths against a lineal metre product within a Product Kit.
• We've added an animation to the 'bell' notification icon in the top navigation of Factory, giving you a more obvious visual indicator when you have new or unread messages.
• We now display the delivery suburb on each order within the Backlog of the Delivery Scheduling tool, making it easier to plan your deliveries.
• Added a filter to the Delivery Scheduling page to allow you to filter your delivery backlog by required date, customer name etc.
• Various bug fixes

Hi there,

In alignment with changing a customer's name on a Sales Order, you can also change a Supplier's name on a Purchase Order (PO).

If you inadvertently create a PO under a wrong company, you can change the Supplier's name once the PO has been submitted.

To change the Supplier's name, open the submitted PO > Options > Change supplier.

Changing the Supplier on a PO will remove all contact and address details and set the PO back to draft status. All product and pricing information will remain. And the PO will be deleted and recreated under the new Supplier name in your accounting package (if you're integrated with one).

We'd love to hear your thoughts after using this new functionality, so please don't hesitate to submit your feedback below or email support@factory.app.

Hi there,

Expanding upon our recent addition of Collaborate on products, customers and suppliers, you can now seamlessly share important attachments on Sales and Purchase Orders.

By simply enabling the 'auto-attach' option via the kebab/other options menu next to an attachment in a product, customer or supplier's Collaborate tab, files can be automatically attached to newly created Sales or Purchase Orders.

Utilising auto-attachments minimises time spent manually attaching common files to orders, such as work instructions or product images, and ensures your team never miss important information.

For further information review online resources or contact us at support@factory.app.