Blog from October, 2018

Coming on 7 November: New Look for Task Worksheets and Credit Notes

We've given the Task Worksheet a makeover as part of the AroFlo Office redesign, with a few minor adjustments that all add up to a better user experience for you. See below or visit the Task Worksheet help page for a preview of the new look.

Task Worksheet

You'll also see a fresh new look for Credit Notes, including a Status drop-down menu in place of the radio buttons. The drop-down menu is part of the workflow status changes we'll be rolling out soon.

Credit Notes

Regards,

Team AroFlo

Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.

RTF Documents: Reducing file size

When uploading RTF Documents for Layouts, AroFlo will now analyse the document and attempt to reduce file size by removing duplicate images. This is especially useful when your file is over the 5MB file size limit.

Learn more about Document Templates.

Assets: Archive from Field

Users with permission to edit assets in the Field interface can now archive assets and search archived assets from the Field.


Learn more about Assets in Field.


Work Order Imports: New Fields

You can now map two new fields in your work order imports: Location - Site Contact, and Location - Site Email.

Learn more about Work Order Imports.




Inventory: Delete Categories with Items

You can now delete inventory categories with items in them. 

Note: Category deletions are permanent, which is why AroFlo gives you two warnings before deleting your category and its items for good.


Learn more about Managing Inventory Categories.

Pay Now Link for Emails

The 'Pay Now' link is now available for your emails!

If you've signed up to one of our supported payment gateways, Customers will now be able to pay you directly from the email. They can simply click the 'Pay Now' link and enter their card details into AroFlo's secure payment portal.

Payments are automatically applied to invoices within AroFlo. Imagine the time you can save!


 



Regards,
Team AroFlo

On Monday night (AEDT) we'll be refining AroFlo pricing to provide greater flexibility with your default markups, inventory pricing and price levels.

To see our changes in detail, check out the what's changing page . For a quick summary, read on...


Price Levels

  • You've always been able to set specific Price Levels against a Client (e.g. domestic / commercial / government).
    But what happens to items without the Price Level value set? Now, these items will use a Client Standard Markup (e.g. 10%), before applying Inventory and Business Unit markup settings. Learn more
  • New to Price Levels? We've introduced 'the grid' so it's even easier to configure a Markup Type and Price Level. Learn more


Inventory Items

  • You can now unlink the Markup % and the Sell price on an inventory item. Ideal when you want to set one client's pricing to use the Markup % and others to use the Sell price (such as an RRP) . Learn more


Default Markups

  • Setting whether AroFlo should use the Client, Inventory or Business Unit Price Level is now more flexible with the ability to not set a Markup Type or Price Level. Learn More
  • The Business Unit Markup is now required as a baseline / system default markup. There is no longer any hidden system default markup. Learn More


To see our detailed summary, click Learn More below.

Regards,
Team AroFlo

Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.

Certifications: No Expiry Required 

You can now enter certifications with no expiry date.

Learn more about Certifications.

Email Templates: Two New Fields

You can now select 'Last Task Note' and 'Invoice Pay Now Link' when creating email templates.

Learn more about Email Templates.


Inventory: Add Supplier at Item Creation

You can now add suppliers to an inventory item when you create the item.

Learn more about Inventory.



Report Fields and Filters

We've added the following fields and filters to your reporting options.

Task report fields

Need to work out where a job's invoicing is up to? Use these new fields:

  • Last Invoice Number
  • Last Invoice Data
  • Last Invoice Status
  • Last Invoice Type.
Custom fields

You can now report on any custom fields you've added to your client or user cards. Simply enter:

  • cfcl - custom field client, or
  • cfus - custom field user.

Learn more about Reports.



We'll soon be updating the workflow status options throughout AroFlo, and adding a new, optional status of 'Pending Approval'. This will allow you more flexibility in how you run your business.

We'll also be aligning the statuses across all areas of AroFlo: Invoices, Payments, Purchase Orders, Credit Notes and Supplier Quotes. 

Menus will be updated to reflect the changes...


Changed Workflow Statuses


And we'll be replacing the radio buttons with drop-down menus...


Drop-down Status Menus


You don't need to change your current workflows. We're just adding more flexibility for those who want it.

For more information and to familiarise yourself with the changed statuses, click the Learn more link, below.


Regards,

Team AroFlo

Next week we'll be giving the schedule window a clean new look to bring it into line with other areas of AroFlo.

For more information on scheduling, click the Learn More button, below.


Updated Schedule Widget Icons



Regards,

Team AroFlo


We're refining AroFlo pricing to provide greater flexibility with your default markups, inventory pricing and price levels.

To see our changes in detail, check out the what's changing page. For a quick summary, read on... 


Price Levels

  • You've always been able to set specific Price Levels against a Client (e.g. domestic / commercial / government).
    But what happens to items without the Price Level value set? Now, these items will use a Client Standard Markup (e.g. 10%), before applying Inventory and Business Unit markup settings. Learn more

  • New to Price Levels? We've introduced 'the grid' so it's even easier to configure a Markup Type and Price Level. Learn more


Inventory Items

  • You can now unlink the Markup % and the Sell price on an inventory item. Ideal when you want to set one client's pricing to use the Markup % and others to use the Sell price (such as an RRP) . Learn more


Default Markups

  • Setting whether AroFlo should use the Client, Inventory or Business Unit Price Level is now more flexible with the ability to not set a Markup Type or Price Level. Learn More

  • The Business Unit Markup is now required as a baseline / system default markup. There is no longer any hidden system default markup. Learn More


To see our detailed summary, click Learn More below.

Regards,
Team AroFlo

Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.

Certification Details Field

You can now enter an unlimited amount of text into the Details field in Certifications.

Learn more about Certifications.

Calendar Settings: 'Task Reported By' Added

You can now select 'Task Reported By' from the Calendar Settings panel.

Learn more about Calendar Settings.

Supported Suppliers

We've added Botanica Nurseries to our Supported Suppliers List.

If you charge for labour in blocks, you can now use increments of 5, 6 and 10 minutes, as well as the 15, 30, 45 and 60-minute increments you've been used to.

Not familiar with block pricing? Click the Learn More button to read about Work Types.


Block Billing Options

Regards,

Team AroFlo