Ogasys integrates every aspect of your organization by providing business tools to manage your projects and improve your operational performance.
Products
The versions
Release Notes 8.6
System
• Saving grid layout by company/by user
Sales
• Adjust daily promotions in sales orders
• Credit management – Do not ask password when the invoice total matches the deposit
• Clothing management
• Managing maximum sales quantities
• Daily promotion - mix and match for a 2/$25 promotion with a quantity multiplier
• Clothing management - Creating product, requisition and purchase order
• Daily promotion - Applying sales price list with mix and match
POS
• Separation of customers by division at the POS
Receivables
• Exclude division sales from commission calculation
• In the customer file, identify the division which created the file (large file only)
Purchasing
• Copy an existing purchase order
• Clothing management - Sort products by vendor product number
Financial
• Date validation when creating or modifying the fiscal calendar
• Converting GL account inquiry application to Metro
• Converting Journal entry application to Metro
• Copy an existing journal entry
Inventory
• Converting Lot/serial number inquiry application to Metro
• Converting Product inquiry application to Metro
• Product inquiry application - adjustments to costing security
• Managing seasons in clothing product files
• Physical count - Do not include gross margin products in external firm file
• Updating product locations based on physical count
Projects
• Converting Project analysis application to Metro
• Saving grid layout by company/by user
Sales
• Adjust daily promotions in sales orders
• Credit management – Do not ask password when the invoice total matches the deposit
• Clothing management
• Managing maximum sales quantities
• Daily promotion - mix and match for a 2/$25 promotion with a quantity multiplier
• Clothing management - Creating product, requisition and purchase order
• Daily promotion - Applying sales price list with mix and match
POS
• Separation of customers by division at the POS
Receivables
• Exclude division sales from commission calculation
• In the customer file, identify the division which created the file (large file only)
Purchasing
• Copy an existing purchase order
• Clothing management - Sort products by vendor product number
Financial
• Date validation when creating or modifying the fiscal calendar
• Converting GL account inquiry application to Metro
• Converting Journal entry application to Metro
• Copy an existing journal entry
Inventory
• Converting Lot/serial number inquiry application to Metro
• Converting Product inquiry application to Metro
• Product inquiry application - adjustments to costing security
• Managing seasons in clothing product files
• Physical count - Do not include gross margin products in external firm file
• Updating product locations based on physical count
Projects
• Converting Project analysis application to Metro
Release Notes 8.5
System
• Searches and information grids, new functionalities
Sales
• Service counter - ability to view/print the details of the interest invoice that has been calculated for the customer
• Service counter - ability to create products from the catalog when in non-site mode
• Sales order - allow selecting products that include options and print those products on the form (Report Builder)
POS
• Open the POS and Service counter applications on the same station (instead of two POS stations)
Receivables
• Calculation for annual review of points cards based on member purchases (adjustments)
• Converting Customer inquiry application to Metro
• Converting Customer remittance amounts application to Metro
Purchasing
• Replenishment - generate a purchase order by sales order and by vendor
• Allow importing a list of products in the replenishment details from an Excel or text file
Payables
• Allow holding payment for all vendor invoices
• Purchase invoice - allow recalling a receipt or purchase order from another division by displaying a notification to the user
• Allow changing the purchase invoice date and number when its status is updated
• For provision calculated on receiving, allow reversing the amount calculated directly on the purchase invoice immediately
Financial
• New rule added in properties to manage entry templates by division
• Exclude division sales from commission calculation
Inventory
• Inventory adjustment - in the Detail tab, allow importing several product lines with different reason codes
• Clothing management - a matrix can be used for the creation of inventory products
• Portable terminal (Wareman) - allow accumulating a series of labels to be printed in batch
• New fields in the Inventory analysis report (special)
• Searches and information grids, new functionalities
Sales
• Service counter - ability to view/print the details of the interest invoice that has been calculated for the customer
• Service counter - ability to create products from the catalog when in non-site mode
• Sales order - allow selecting products that include options and print those products on the form (Report Builder)
POS
• Open the POS and Service counter applications on the same station (instead of two POS stations)
Receivables
• Calculation for annual review of points cards based on member purchases (adjustments)
• Converting Customer inquiry application to Metro
• Converting Customer remittance amounts application to Metro
Purchasing
• Replenishment - generate a purchase order by sales order and by vendor
• Allow importing a list of products in the replenishment details from an Excel or text file
Payables
• Allow holding payment for all vendor invoices
• Purchase invoice - allow recalling a receipt or purchase order from another division by displaying a notification to the user
• Allow changing the purchase invoice date and number when its status is updated
• For provision calculated on receiving, allow reversing the amount calculated directly on the purchase invoice immediately
Financial
• New rule added in properties to manage entry templates by division
• Exclude division sales from commission calculation
Inventory
• Inventory adjustment - in the Detail tab, allow importing several product lines with different reason codes
• Clothing management - a matrix can be used for the creation of inventory products
• Portable terminal (Wareman) - allow accumulating a series of labels to be printed in batch
• New fields in the Inventory analysis report (special)
Release Notes 8.4
Sales
• Update the member card information in the customer file from the cash, when in SC mode (Service Counter)
• Ability to apply daily promotions on specific types of member cards at the cash
• Import an XML file from 'Paradigm' into a sales order detail at the service counter (SC)
• Import a list of products from an Excel file, into a sales order
• New application: Cutting counter (for fabric or materials) with a printed slip to recall at the cash station
• Security by salesperson at the service counter and customer inquiry, according to the salesperson's user settings
• New application for annual review of points cards - member types based on member's annual purchases
• Automatic issuing of credits in the customer's account for WEB orders
• In the order module, add a function to transfer undelivered items from an order to a new current order by group orders
• Added new interface with the Seljax software at the service counter
Cash
• Displaying account balance at the POS based on a specific selection made in the recipe document entered in the properties
• At the POS, possibility of scanning the member card number to detect the customer number
• At the POS, allow scanning customer code in Client no field in the new sale form
• At the POS, using two monitors, possibility of displaying images and POS slip on separate monitors to the customer
• At the POS, allow preventing the sale of membership card for a specific client
• At the POS, allow printing a copy of the pick up slip on another printer
Receivables
• Added fields for loyalty points in the customer inquiry and when printing the sales invoice
• Customer inquiry - added parameters to display transactions according to the parameter entered in the properties,
either for the current division, all divisions associated to the parent division or all divisions of the company
• Added fields in the sales report subledger loyalty points summary
Statistics
• Statistics report, added fields in section VT_BASE, of internal member cards
• Statistics report, added columns and filters for the division code and description of the invoiced and delivered customer
• Statistics, adding new report definition for hour interval sales to process PDS and Com_Liv sales
Purchasing
• Conversion of the purchase order application with the 'Metro' interface
• From a purchase price list, possibility to do mass creation of product for a given vendor and addition of volume column groups
Payables
• Updated the product vendor according to the parameters chosen in the properties
• Added the tax model in the entry of a new purchase invoice
Inventory
• Added a new column 'PO no' in the product inquiry, tab 'reserved quantities'
• Allow printing of product labels according to the vendor’s product number
• Physical count, add a description for the batch and change the variance ratio
• New features in the Inventory count for freezing inventory quantities
• Physical count - List of products not counted
Financial
• Allow modifying a bank reconciliation in Updated status
System
• Parameter to send alerts for error logs with a specific API
• Registration when sending a document by email
Release Notes 8.3
System
• Logos updated from ICC Technologies to ACCEO Solutions
• Added security in the document management module
• Multi-level search
• New web application E-Approval to approve request by email and/or text(SMS)
• Added new field (Additional fields) in the search maintenance, the import text and in the DB management table
• Added a new tab 'Divisions' in the Document update (Customer) application
• Report generation (other reports), always have the same name of the report sent in .pdf for subscriptions
• Microsoft 365 change, import Excel file into sales and purchase price list
Financial
• Added rule to not do inter-division automatically in journal entry
• The report Chart of accounts with subaccounts have been converted from report to report builder
Inventory
• Import products from a purchase order into the Label printing application
• Increase the number of characters for some fields in the Inventory item web description
• Block incoming receipts of an inter-warehouse transfer, if the destination warehouse is not in the current division
• Accounting of inventory adjustment by reason code rather than the major product category
• Ability to modify web classifications on the Inventory item in bulk
• Added new product inquiry fields in the mobile module
• In Products by lot ability to enter a note for each lot in the receipts and summary production
It is also possible to add an attachment in the Document management module to the lot
• Ability to change the status of a warehouse
• Added a default warehouse by division in the Inventory location tab, to invoice the correct warehouse at the Service counter
Sales
• Generation of accumulated picking and pickup labels
• Prevent zero quantities from being entered at the POS
• Service counter - Possibility to display or not the window at the end of the transaction
• Allow to modify various information in the Sales invoices application
• Various improvements in the Service Counter application
• Ability to calculate the fuel surcharge on the subtotal of the transaction, without freight
• Added customer's 'PO no' on the invoice, for a released on hold invoice
• Ability to use the cost of a specific division for a price list with inventory cost margin
• Freight charges apply to the first shipment of the day only
• Added fields on the sales reports and other reports
• Ability to account a different COG sold by division depending on the customer used in the transaction
• Option at the product entry to keep the backorder
• Integration of 'DataCandy' gift cards at the POS
• Rounding of sales prices on one or more sales price lists
• Sales Orders - Consider Multiples and minimums to order listed in the Inventory item at the sales level
• Enable serial number management in the Service Counter detail line
• Added a subtab for equivalent products in the product detail tab at the Service counter SC
Receivables
• Ability to manage the permitted divisions for each customer
• Ability to produce a list of customer deposits
• Customer inquiry - interface migration
• Customer inquiry - new web order history tab
• Ability to output to Excel format an Accounts receivable aging summary
Purchasing
• Replenishment: for internal purchases, do not exceed the quantity available in the warehouse
• Function to recall a pre-receiving in a receipt - add 'vendor product number' field
• Replenishment: add ABC classification columns in the product details tab
• Allow to set a payment term for sales, purchases or both
For the purchase term, it is possible to enter a fixed payment date
• Replenishment: group the analyzed result of the products of each warehouse on a single line
Payables
• Vendor inquiry - provision tab, indicate the description of the journal entry
• Vendor inquiry - interface migration
• Fund requisition report - add 'payment withheld' column
Statistics
• Create a new field in the vendor maintenance to indicate a master vendor number,
and add this field in the statistics under the definition 'VT-ANPFTF
Payroll
• Government tax rate changes for the year 2021
• T4 and RL-1 changes for the year 2020
(T4: 4 new mandatory boxes)
• Logos updated from ICC Technologies to ACCEO Solutions
• Added security in the document management module
• Multi-level search
• New web application E-Approval to approve request by email and/or text(SMS)
• Added new field (Additional fields) in the search maintenance, the import text and in the DB management table
• Added a new tab 'Divisions' in the Document update (Customer) application
• Report generation (other reports), always have the same name of the report sent in .pdf for subscriptions
• Microsoft 365 change, import Excel file into sales and purchase price list
Financial
• Added rule to not do inter-division automatically in journal entry
• The report Chart of accounts with subaccounts have been converted from report to report builder
Inventory
• Import products from a purchase order into the Label printing application
• Increase the number of characters for some fields in the Inventory item web description
• Block incoming receipts of an inter-warehouse transfer, if the destination warehouse is not in the current division
• Accounting of inventory adjustment by reason code rather than the major product category
• Ability to modify web classifications on the Inventory item in bulk
• Added new product inquiry fields in the mobile module
• In Products by lot ability to enter a note for each lot in the receipts and summary production
It is also possible to add an attachment in the Document management module to the lot
• Ability to change the status of a warehouse
• Added a default warehouse by division in the Inventory location tab, to invoice the correct warehouse at the Service counter
Sales
• Generation of accumulated picking and pickup labels
• Prevent zero quantities from being entered at the POS
• Service counter - Possibility to display or not the window at the end of the transaction
• Allow to modify various information in the Sales invoices application
• Various improvements in the Service Counter application
• Ability to calculate the fuel surcharge on the subtotal of the transaction, without freight
• Added customer's 'PO no' on the invoice, for a released on hold invoice
• Ability to use the cost of a specific division for a price list with inventory cost margin
• Freight charges apply to the first shipment of the day only
• Added fields on the sales reports and other reports
• Ability to account a different COG sold by division depending on the customer used in the transaction
• Option at the product entry to keep the backorder
• Integration of 'DataCandy' gift cards at the POS
• Rounding of sales prices on one or more sales price lists
• Sales Orders - Consider Multiples and minimums to order listed in the Inventory item at the sales level
• Enable serial number management in the Service Counter detail line
• Added a subtab for equivalent products in the product detail tab at the Service counter SC
Receivables
• Ability to manage the permitted divisions for each customer
• Ability to produce a list of customer deposits
• Customer inquiry - interface migration
• Customer inquiry - new web order history tab
• Ability to output to Excel format an Accounts receivable aging summary
Purchasing
• Replenishment: for internal purchases, do not exceed the quantity available in the warehouse
• Function to recall a pre-receiving in a receipt - add 'vendor product number' field
• Replenishment: add ABC classification columns in the product details tab
• Allow to set a payment term for sales, purchases or both
For the purchase term, it is possible to enter a fixed payment date
• Replenishment: group the analyzed result of the products of each warehouse on a single line
Payables
• Vendor inquiry - provision tab, indicate the description of the journal entry
• Vendor inquiry - interface migration
• Fund requisition report - add 'payment withheld' column
Statistics
• Create a new field in the vendor maintenance to indicate a master vendor number,
and add this field in the statistics under the definition 'VT-ANPFTF
Payroll
• Government tax rate changes for the year 2021
• T4 and RL-1 changes for the year 2020
(T4: 4 new mandatory boxes)
Release Notes 8.2
Système
• Mise à jour des Documents - ajouter un nouvel onglet division
• CRM -web
• Dashboard
• Gestion Documentaire
• Nouvelle recherche à multi-niveaux
Financier
• Importation de plusieurs écritures de journal avec des dates différentes
Inventaire
• Ajouter la possibilité d’imprimer des étiquettes fournisseurs dans l’application
‘Impression des étiquettes’
• Génération d’un Transfert inter-entrepôt en mode réception à partir d'une réception
• Réception sur le Terminal Portable, ajout du numéro de produit fournisseur priorité 1
• Importation Transfert Inter-Entrepôt, valider la quantité disponible
• Plusieurs usagers dans un même transfert inter-entrepôt
• Interrogation de produit dans Terminal Portable, possibilité de choix d'affichage
par usager
• Transfert inter entrepôt - vérification dans Terminal Portable
• Nouveau rapport de vente - Analyse des stocks
• Localisation extérieure prioritaire et détruire localisation inactive dans le produit
• Importation des Min/Max dans les produits et champs divers 1 à 6
Ventes
• Programme d'achat Commandes multiples, ajouter les produits options
• Intégration des cartes fidélités ‘DataCandy’
• Intégration de la nouvelle interface à l’application Comptoir de Service
• Impression du bon de livraison en ordre alphanumérique de code produit (VEN_ComLiv)
• Possibilité de libérer des BO sans livrer toute la commande
• Rapport des points accumulés pour les cartes fidélités
• Expédition, conserver les paramètres par usager
• Importation de fichier ‘Carpet Estimating’, ajouts de règles de prix
• Nouveau rapport de vente pour lister les estimés transférés en commande de vente
• Réclamation aux fournisseurs
• Permettre de changer la date de facture au niveau du comptoir de service
• Prise de paiement par carte de crédit avant la livraison de la marchandise
• Génération des commandes au bureau chef - Transfert des notes de lignes
• Empêcher de transformer une commande de vente en estimé
• Annulation des commandes de vente en BO en lot
• Rapport de Projection des Ventes
• Ajouter un sous-total livrable dans l'onglet détail de la commande vente (VEN_ComLiv)
Recevables
• Lettre de rappel pour les comptes à recevoir
• Caisses recettes possibilité de tri et filtre dans l’onglet détail
• Gestion des cartes fidélités multiples
Achats
• Refacturation de l’inventaire aux magasins (spécifique)
• Forcer un entrepôt de destination dans un profil achat
• Personnalisation de la grille de détail pour les listes prix achat
• Transfert en batch vers Solo EDI à partir des réquisitions
• Envoi par le Centre de Distribution, ajouter une page couverture
Payable
• Impression de chèque, avoir une deuxième copie sur papier blanc
• Envoie de fichier de Métadonnées pour les chèques fournisseurs
Contrat
• Ajouter une fonction pour forcer l’impression d'un devis de contrat à l'enregistrement du contrat
• Décompte Client, ajouter le champ ‘source de vente’
• Demander un mot de passe pour modifier un devis, si le décompte est créé
• Améliorations diverses aux contrats
Communications (EDI)
• Traitement des factures de ventes de ‘MaitreD’ dans Ogays
• Mise à jour des Documents - ajouter un nouvel onglet division
• CRM -web
• Dashboard
• Gestion Documentaire
• Nouvelle recherche à multi-niveaux
Financier
• Importation de plusieurs écritures de journal avec des dates différentes
Inventaire
• Ajouter la possibilité d’imprimer des étiquettes fournisseurs dans l’application
‘Impression des étiquettes’
• Génération d’un Transfert inter-entrepôt en mode réception à partir d'une réception
• Réception sur le Terminal Portable, ajout du numéro de produit fournisseur priorité 1
• Importation Transfert Inter-Entrepôt, valider la quantité disponible
• Plusieurs usagers dans un même transfert inter-entrepôt
• Interrogation de produit dans Terminal Portable, possibilité de choix d'affichage
par usager
• Transfert inter entrepôt - vérification dans Terminal Portable
• Nouveau rapport de vente - Analyse des stocks
• Localisation extérieure prioritaire et détruire localisation inactive dans le produit
• Importation des Min/Max dans les produits et champs divers 1 à 6
Ventes
• Programme d'achat Commandes multiples, ajouter les produits options
• Intégration des cartes fidélités ‘DataCandy’
• Intégration de la nouvelle interface à l’application Comptoir de Service
• Impression du bon de livraison en ordre alphanumérique de code produit (VEN_ComLiv)
• Possibilité de libérer des BO sans livrer toute la commande
• Rapport des points accumulés pour les cartes fidélités
• Expédition, conserver les paramètres par usager
• Importation de fichier ‘Carpet Estimating’, ajouts de règles de prix
• Nouveau rapport de vente pour lister les estimés transférés en commande de vente
• Réclamation aux fournisseurs
• Permettre de changer la date de facture au niveau du comptoir de service
• Prise de paiement par carte de crédit avant la livraison de la marchandise
• Génération des commandes au bureau chef - Transfert des notes de lignes
• Empêcher de transformer une commande de vente en estimé
• Annulation des commandes de vente en BO en lot
• Rapport de Projection des Ventes
• Ajouter un sous-total livrable dans l'onglet détail de la commande vente (VEN_ComLiv)
Recevables
• Lettre de rappel pour les comptes à recevoir
• Caisses recettes possibilité de tri et filtre dans l’onglet détail
• Gestion des cartes fidélités multiples
Achats
• Refacturation de l’inventaire aux magasins (spécifique)
• Forcer un entrepôt de destination dans un profil achat
• Personnalisation de la grille de détail pour les listes prix achat
• Transfert en batch vers Solo EDI à partir des réquisitions
• Envoi par le Centre de Distribution, ajouter une page couverture
Payable
• Impression de chèque, avoir une deuxième copie sur papier blanc
• Envoie de fichier de Métadonnées pour les chèques fournisseurs
Contrat
• Ajouter une fonction pour forcer l’impression d'un devis de contrat à l'enregistrement du contrat
• Décompte Client, ajouter le champ ‘source de vente’
• Demander un mot de passe pour modifier un devis, si le décompte est créé
• Améliorations diverses aux contrats
Communications (EDI)
• Traitement des factures de ventes de ‘MaitreD’ dans Ogays