Blog

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.

Project name and link in ServiceTrack

We have enhanced the way tasks related to a project appear in the ServiceTrack > Current and ServiceTrack > Completed screens. The name of the task now appears first and can be clicked on to open the task. The project name associated with the task now displays after that and can also be clicked on to jump straight to the project.

Learn more about Projects.

Quotes: Sort by Schedule

In ServiceTrack > Quotes, you can now sort by the scheduled date, just like you can for Tasks.

This is useful if you want to see at a glance which of your quotes are not yet scheduled.

Learn more about Quotes.

Report Fields and Filters

Invoices

The following tracking centre fields have been added, which is useful if you need to know the total cost/sell of each tracking centre the invoice line item is assigned to:

  • Tracking Centre Total Cost
  • Tracking Centre Total Sell

Tasks

Assigned history fields have been added, which is useful if you need to know who is/was assigned to a task:

  • Assigned History Resourcename
  • Assigned History Assigned Date Time

  • Assigned History Unassigned Date Time

  • Assigned History Status

  • Current Assigned Resources

Assets

Location custom fields have been added, which are useful if you're conducting an audit on assets at specific locations and you've set up custom fields.


Learn more about Reports.

Supported Suppliers

We've added the following suppliers to our Supported Suppliers List:

  • AAP Industries
  • Auckland flat deck and crane
  • Elite Electrical
  • Express Sheetmetals NZ
  • Mitre 10 (Bathurst)
  • SOCO Ltd

Learn more about importing supplier invoices.
Multi tab logins

If you're using multiple tabs of AroFlo in your web browser and log out, AroFlo will remember where you left off after you sign back in again and all of your open tabs will work as expected.

This is useful if you leave your PC on overnight, wanting to pick up where you left off.

Multi-tab login


Regards,
Team AroFlo

SMS link in AroFlo Field

We have added an SMS option in AroFlo Field. Next to a mobile number, click the phone icon to open up your phone's default SMS app to send an sms to your client.

mobile phone SMS option

Regards,
Team AroFlo

Our recent enhancement to the invoice totals panel has been extended to sales and project invoices.

The panel is now located on the bottom right of all invoice worksheets.
 

This Invoice
 

Regards,
Team AroFlo

We have made some enhancements to the invoice totals panel, located on the bottom right of the task invoice worksheet.

Not only does the panel look more modernised, you now have an 'Invoice Summary' option to view past invoices for the same task.
 

This Invoice
 

Regards,
Team AroFlo

You need to be using permission groups to access this feature.

You can now set delivery instructions and delivery date on Purchase Orders.

This can be useful if you want items delivered to a certain location on a specific date and time. For example "All deliveries to site office" by "1st July 2019 at 8:00 am". These fields are also available for layouts and reports.


Purchase Order Delivery Fields

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.

BPAY custom barcodes - additional options

We have added two options to BPAY custom barcodes:

  • Stamp Type
  • CRN Length

You will find these options in Site Administration.

Learn more about adding barcodes to layouts.

Email templates: Categories and tooltips in data elements

We have added categories within the selectable data elements for email templates. This will make finding the right data fields even easier. You can still search by field name using the search box.

In addition, we have also added tooltips. Simply hover over the field name to display more information about what the field will populate.

Learn more about email templates.

Projects: Generate Short URL

You can now create a short URL in the Create menu at the top right of the screen, just like you can in the Tasks area. This is useful if you want to share the project with other users.

Learn more about Projects.

GPS Tracking Changes Now Live

A reminder that the GPS improvements are now live since Wednesday evening, 5 June 2019.

GPS Tracking has now moved from being user-based to asset-based. This means that you will access user tracking via a linked asset, rather than via the user card.

For further details of what the changes are, click the Learn More button below to read our FAQ page.
 

GPS Changes
 

Regards,
Team AroFlo

You need to be using permission groups to access this feature.

AroFlo now offers the option to enter multiple-component tax rates. This is useful if you do business in a country that has multiple-component tax rates, such as Canada.

Not familiar with tax codes? Click the Learn More button, below.


Multiple Component Tax Rates


Regards,
Team AroFlo

Reminder: GPS changes

Changes to GPS Tracking will go live tonight, 5th June 2019.

Please click the button below to learn how these changes will benefit you.
 

GPS Changes

Regards,
Team AroFlo

You need to be using permission groups to access this feature.

You can now access Reece Group's online catalogues from within an AroFlo quote, purchase order, supplier quote, or invoice, meaning you can order what you need without ever leaving AroFlo.




Regards,
Team AroFlo

We have made updating your inventory even easier by adding the option of updating the pricing of your inventory items through the Bulk Import function, without creating duplicates. This is helpful if a supplier sends you new pricelists and you want to update your items' costings in bulk.   

So long as the category, part number and item description are an exact match with your current items, AroFlo will update your items with the new pricing and not create any duplicates.

In addition, we have some custom mapping templates for leading suppliers, which auto-map a lot of the mapping fields for you.

Popular supplier mapping templates


Regards,
Team AroFlo

You need to be using permission groups to access this feature.


You can now add barcodes, including BPAY details and the GetPaidFaster QR code, to your RTF document templates, giving your layouts even more flexibility.




Regards,
Team AroFlo