[SAM] Version 6.018 (August 2020)

Enhancements

Module

DR#

Detail

Creditors

9095

Increased Supplier Email Address field to 150 characters, to accommodate longer email addresses.

Debtors

8825

Individual customer contacts can now be set up to be added to the “CC” field of emailed invoices, statements and job cards / item notifications; so they will also be sent a copy of the email sent to the primary email address for the customer.

Debtors

9087

Debtor's receipt fees will now accommodate fee values over $1000.

Diary

9025

Users can now edit and paste notes against Diary entries even when being edited by another user. Warnings will display, along with changes made by the first user, so they can be managed and updated appropriately.

SMS

9126

Bulk SMS messaging has been enhanced to significantly increase the total number of outbound messages that can be sent, and a warning message has been added to display the number of SMS messages to be sent.

System

9179

Added new Help menu option, <Help> <Create Support Ticket>, to enable users to request support from within the software. Opens the ticket request webpage using the default browser.

System

9189

Added new “Create Support Ticket” shortcut to the <SAM Support> screen accessed from the top menu in SAM, to enable users to request support from within the software. Opens the ticket request webpage using the default browser.

Workshop

9016

Customer email addresses will now display beside other contact details in the header of the Maintain a Job screen.

Workshop

9058

A Gross Profit Per Hour has been added to the Margins screen in Quotes, Job Kits and Jobs. This metric can be used when pricing to make sure the correct profit margin and business goals are achieved.

Workshop Reports

9055

Added customer Open Date and Email Address to the “Last Sale by Customer” report when exported to Excel.

 

New Optional Add-ons

Module

DR#

Detail

Napa PROLink Interface

9145

New interface with Napa PROLink has been developed to deeply integrate the ordering process between SAM and PROLink. The 2-way integration automates downloading of purchase orders from PROLink and enables communication between SAM and PROLink when creating purchase orders from SAM.

MotorCentral

9119

Upgraded MotorCentral connection method to TLS 1.2 to align with changes at MotorCentral.

vvGarage

9101

vvGarage bulk customer upload facility will now only upload customers with a mobile number.

Xero

8871

SAM X has been enhanced to allow mapping of Stock Analysis Groups to specific Xero codes.

Xero

8626

Xero button added to the top menu in SAM which links to the Xero login page.

Xero

9041

Increased unit amount figures to 4 decimal places, for invoices uploaded to Xero; this will alleviate small rounding differences.

 

Bug Fixes

Module

DR#

Detail

Banking

9146

Modified the Banking Export file to use the value from the <Maintain Supplier> <Online Banking> <Account Name> field, rather than the main Supplier Name field.

Stock

9078

Resolved an issue preventing PDF files from being created from the <Misc> <Stocktake> <Print Sheets> print preview screen.

Watermarking

9085

Resolved an issue with watermarking, preventing the watermark from printing or displaying on certain Credit and POS Pro-forma documents.

Workshop

8339

Resolved issues with attaching images to items with a space character in the keycode field.

Workshop

9066

Fixed an issue stopping images from being attached to quotes emailed from SAM programs using the SMTP email method.

Workshop Reports

8163

Improvements to Divisional Sales Report (Summary), to resolve issues when exporting to Excel.

Xero

8965/9110

Changes made to ensure payment due date in Xero accurately reflects customers’ payment due date within SAM. Formerly, Xero customers would be assigned 20th following terms.

 

Installation instructions

When the update is ready, you will be prompted to install the update when logging into the system. Or, go to "SAM Help" and "Check for Updates" to check manually.