Eniteo 13.02.32 introduces the Quote / Order Lookup window in Command Center — one search box, opened with F7, that finds a quote or order across every account in your warehouse from a company name, a contact, a phone number, a customer PO number, or a quote or order number. The release also delivers fixes across billing, inventory min/max, physical inventory, production order entry, purchasing, and warehouse transfers.
Quote / Order Lookup in Command Center (F7)
A busy sales desk quotes all day, and any one of those quotes can be the one a customer calls back about. Quote / Order Lookup works from whatever the customer brings to the table. A phone number is enough on its own — so is a customer PO number, a company name, the name of the contact who called, or a quote or order number — and no account has to be identified first. Whoever picks up types the one detail they have, and matching quotes and orders from the last 30 days come back from across every account in the warehouse. For a high-volume phone room or a counter taking walk-ins, that means any salesperson can pull up a quote a colleague wrote last week and finish the sale while the customer is still on the line.
Opening the window. Press F7, or click the new Lookup (F7) button at the top right of the Command Center toolbar.
Searching. The window opens with the cursor in the search box, and results fill in as you type. One box searches Quote #, Order #, Cust PO #, Customer, Contact, and Phone # together, and phone matching ignores separators, so 313-555-0147 and 3135550147 both find the same record. Below, typing 234 brings back every quote and order carrying that string — here in the customer PO number — with the rows whose PO starts with 234 sorted at the top, above the rows where it appears further in.
A match is highlighted wherever it lands, so it is clear at a glance which detail brought each row back — here 481 is found in a customer PO number on one row and in a phone number on the next.
Keep typing and the list narrows, closest matches at the top. A caller who gives only a first name and part of a last name is enough to work with.
Loading the record. Click the row you want with the mouse, or move the highlight to it with the up and down arrow keys, then open it — double-click, press Enter, or click Select. The record loads into Command Center as the window closes: the order if one exists, otherwise the quote, ready to work. From opening the window to loading the record, the whole path can be run from the keyboard.
Reaching further back. The window opens on the last 30 days, and the date row at the bottom sets the range two ways. The day selector moves that view out to 60 or 90 days in one step, and when you are after a particular stretch of time, the From and To calendar pickers beside it look through a specific date range.
Scoped to your warehouse. Results cover the warehouse you are working in — quotes and orders from every customer account in it. Records belonging to other warehouses are not returned, so the window follows the warehouse access a user already has. Working in all-warehouse mode, results span every warehouse for the date range.
What the range covers, and what the grid shows. Every quote and order in the range you set is loaded and searched. The grid itself displays 1,000 rows at a time: with the search box empty, those are the 1,000 most recent records in the range, so you can scroll the list and read down it. Typing in the search box searches the whole range, not just the rows on screen — if the range holds 10,000 quotes and orders, all 10,000 are searched, and the grid shows the closest 1,000 matches.
Recent searches. Searches run during the session are kept and offered in a dropdown under the search box, so if it takes a second pass, coming back to an earlier search takes a click instead of retyping it.
Mult-order sessions. During a mult-order session, the toolbar carries the session's identifiers on a single line above the buttons, reading SessionID: 4827 / 50 — the session followed by its sequence.
For the full reference — every column, the search and ranking rules, the date-range limits, and a keyboard guide — see Quote / Order Lookup in Command Center.
Other Enhancements
- Cash Receipts Journal: Added a Cash Receipts Journal by Payment Type report to the Accounts Receivable menu, alongside the Cash Receipts Journal. An Enmark Pay Payment Type option reports Enmark Pay Credit Card and Enmark Pay ACH receipts separately, so each can be reconciled on its own, and it works with the existing warehouse, date, and deposit type filters. Left set to (All), the report returns the same rows and totals as the Cash Receipts Journal.
Bug Fixes
- Avalara Tax: Fixed an issue where address validation returned an error dialog. Address validation now completes and returns the validated address, and entering a ZIP code populates City and State.
- Billing: Fixed an issue where a Toll Processing invoice was skipped during a Billing update when it included a non-inventory charge line, such as a skid charge, that carried no load reference. These invoices now bill successfully, and Toll shipping group validation continues to apply to load-associated material lines.
- Inventory Min/Max: Fixed an issue where Calculate Inventory Min/Max Levels counted reserved back-to-stock material as usage on the Multi-Line Product Code master it was cut from, which raised the master's suggested minimum and maximum. Cutting a stock item into another stock item now adds no usage to the master.
- Inventory Reports: Fixed the wording of the message shown when the Prior Period Inventory report is run in an environment using average costing. The message now reads "cannot be run."
- Physical Inventory: Fixed an issue where a Physical Inventory Import ended in a conversion error when inventory location descriptions followed a signed scientific-notation pattern, such as 3D-01 or 3E-01. Location descriptions are now sorted as text, and imports into those locations complete.
- Printed Forms: Fixed an issue where, in some circumstances, the Reprint label appeared on the first print of a sales order or invoice form.
- Purchase Orders: Fixed an issue where a Customer Reserve value entered on a P-tag through Inventory Lookup > Flaw Notes/Comments was cleared after the related purchase order was opened and closed. A purchase order line now shows the Customer Reserve held on the tag, and the value stays aligned whether it is entered on the tag or on the purchase order.
- Warehouse Transfers: Fixed an issue where the Add Stock Line button was unavailable after the last line on a warehouse transfer was removed with Remove Line. Lines can be added to the transfer again, and transfer approval restrictions continue to apply.