Update
Release of Axelor Open Suite Version 8.2
Summary
Sales
Product cart
This new feature allows users to set aside a list of products to generate an order. Users can add products to their cart from various views within the application. Each user has a unique cart, accessible through the mobile app as well.
Multi-level quotes with hierarchical lines:
Activate a hierarchical view for quotes and sales orders, enabling users to structure quotes with nested lines. Sub-lines are totaled in the parent lines, making it useful for industries managing semi-finished products in BOMs directly from the quote.
Client DSO (Days Sales Outstanding):
Added to customer records, this feature calculates the DSO based on invoice amounts, providing a clear view of average payment delays.
API for sale order creation and status Changes:
New APIs streamline connections to e-commerce platforms, enabling users to create/modify orders, add lines, and update statuses seamlessly.
Accounting / Financial Management
Late Payment Interest Invoicing
Generate interest invoices for overdue payments. The system calculates interest using configurable fixed and variable components based on overdue amounts and delays.
Fixed Assets - Unit Splitting
A new "unit quantity" splitting method allows fixed assets to be divided into multiple items, each with a quantity of 1.
Automatic Foreign Exchange Variance Management
Automatically manage foreign exchange differences during reconciliations.
Inventory
Mass Stock Movements – cart
Manage internal movements generated by a trolley. Prepare, collect, and place items in desired locations efficiently.
Project Management
Task Status by Category
Choose to manage task statuses uniformly across all tasks or customize them by category.
Task Progress Automation
Default progress percentages can now be defined for each task status, automating progress updates as statuses change.
Checklists
Available for projects, cases, and tasks, checklists allow users to create and validate project steps or processes. Templates are configurable and reusable.
Active Project Management
A shortcut can be activated in the Project application to set an active project for users. A “My Project” menu entry provides quick access to project-specific data.
Mobile Application
Sales App
Offers access to the product catalog, and the ability to create and view carts, quotes, and orders. Sales representatives can work offline and generate quotes on-site with clients.
Project App
Provides mobile access to project details, task tracking, time and financial reports, and time entries.
General Features
Localization
Date formats and decimal separators are automatically populated based on selected country and language for user convenience.
Product API for Pricing
This API retrieves product sales prices for a given company, considering pricing lists and currencies, simplifying integration with e-commerce platforms and POS systems.
Data Sharing Repository
Define what data to share with third-party software to ensure controlled and selective data sharing.
Tag Model
A standardized tagging system replaces previous variations, simplifying cross-data analysis.
