Gincore Update: Order, Inventory, and Employee Management

Date of publication: 30 january 2022
Date of change: 30 january 2022
spotify apple-podcasts amazon youtube

We are excited to introduce the January Gincore update, designed to make your work even more productive and comfortable! Our team is constantly working to improve the system, listening to your feedback. In this update, we focused on flexibility, control, and automation, so you can spend less time on routine tasks and more on growing your business.

New Features for Order Management

In this update, we paid special attention to optimizing processes related to orders, purchasing, and reporting.

Attach Files to Purchase Orders

Now there's no need to store invoices, packing slips, or product photos in third-party services. You can attach files up to 3 MB directly to the purchase order card by clicking the paperclip icon. All important documentation will always be at your fingertips.

Pay for a Purchase Order Directly from a Customer's Order

Imagine needing a rare component for a repair. Previously, you had to create a separate purchase order and process the payment. Now, you can do it with a single button right from the customer's order, which significantly speeds up the process, especially in small companies where one employee performs multiple roles.

New Filters for Detailed Analysis

We've added the ability to filter orders by a range of numbers, for example, to analyze all orders from 1000 to 2000. In the “Turnover” report, we've added filters by purchaser and supplier, allowing for a more accurate assessment of employee and partner performance.

Improvements in Product and Inventory Management

Managing your product catalog and stock levels has become even more convenient and intuitive.

Flexible Image Management

You can now easily change the main image of a product in its card. Just drag the desired picture to the first position, and it will become the primary image.

Import Stock with Serial Numbers

Transferring data to Gincore has become easier. When importing stock balances via Excel, you can now specify serial numbers for each unit, separated by commas. If you specify fewer serial numbers than the quantity of the product, the system will automatically generate standard numbers for the remaining items.

Export Transfer History

For detailed audits and analysis, you can now export the history of product movements between warehouses to an Excel file. You can export the full report or data for a specific period.

Smart Category Suggestions

The system now remembers and suggests the two most frequently used and three last added parent categories, saving you time when creating or editing your product list.

Employee Management and Flexible Access Settings

We have expanded the capabilities for team management and data protection, making the system even more flexible.

Notification Builder for Employees

Set up custom notifications for each employee. In the employee's profile, you can choose for which events and through which channel (e.g., SMS or Telegram) they will receive messages. For example, you can set up an instant notification for a technician about a new incoming order.

Automatic Manager Assignment

To eliminate disputes over profitable orders, we have added the "Automatic manager assignment" option. The system will randomly distribute new orders among all employees who have this function enabled.

Control Editing of Closed Orders

A new checkbox, “Edit orders after closing,” has appeared in the role settings. If you disable it, an employee with this role will not be able to make changes to an already closed order, which increases security and accounting accuracy.

Improved "Partner" Role

We have redesigned the functionality for working with partners. Now, when this role is activated for an employee, your clients' contact information is automatically hidden, and when an order is created on their behalf, the partner's own data is used. This allows you to safely grant access to the system to third-party contractors without worrying about the security of your customer database.

Other Important Improvements

Printable Forms Without Prices

A new variable, {{products_table_notsum}}, has been added, which allows you to print a list of products from an order without their prices, which is convenient for acceptance certificates or internal documents.

Customer Sorting

In the “Clients” section, you can now sort the list by name or ID to find the information you need more quickly.

Updated Interface

The bulk edit button has become more noticeable—when activated, it is highlighted and pulses, which helps prevent accidental mistakes.

Conclusion

We are confident that these innovations will help you automate routine processes and make business management even more effective. The update is already available in your Gincore system.

Try the new features today and share your feedback! Your experience helps us make Gincore better every day.

Watch next update 07.07.22. Integration with Opencart, sending receipts and invoices to the client by email.


Related articles:
This web service or its third party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the Privacy policy. If you want to know more or withdraw your consent to all or some of the cookies, please refer to the Privacy policy. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to the use of cookies.

Log into Gincore

Enter the subdomain of your account, login, password


https://
.gincore.net
Sign up