Optional Enhancements: Modules Tab

The following Optional Enhancements are listed in the Optional Enhancements: Modules Tab.

Note: The listed Optional Enhancements may not necessarily be available/active on your system. For further details see Optional Enhancements.

Updating Optional Enhancements Modules

To update options in the Optional Enhancements: Modules tab:

1.      Click the hyperlink in the Description field for the module you wish to update (e.g. 001 Updates to Maintained Data). The Optional Enhancement Help window displays:

The Help tab shows information for the selected module.

2.      Click the Module Options tab.

3.      Select/deselect features as required. Module Options are listed below.

4.      Click Save. (Or click Close to close without saving.)

5.      Activate the module and save changes. For further details see Optional Enhancements.

Module Options

This section covers (click links for further details):

• 001 Updates to Maintained Data

• 002 Luckins Distributors Database

• 003 Rebates: Supplier Rebates

• 004 Document Scanning

• 005 Product Catalogue

001 Updates to Maintained Data

This module enables the user to specify which 'data areas' being manually updated within Quantum VS may trigger data updates to additional 'data areas'.

For example: one of your customers changes their name. Therefore you manually update their customer name within their Customer record/account. New Sales Orders created for this customer will feature the new customer name, but historic orders for this customer account will still show the old customer name. While this may be satisfactory, it is possible that you may prefer the customer name on these historic orders to be updated.

This module lists fields/areas where you may choose whether, following a manual data update (e.g. Customer Account Name change), data on historic records will be either:

• maintained (e.g. the old customer name will be preserved); OR:

• updated (e.g. the old customer name will be overwritten).

The areas handled by the module, which may be enabled/disabled as required, are:

• Customer Account Name changes - Maintain existing Sales Orders

• Customer Account Name changes - Exclude Cash Sales Orders

• Customer Account Address changes - Maintain existing Sales Orders

• Customer Account Address changes - Exclude Cash Sales Orders

• Customer Part Number changes - Maintain existing Sales Orders

• Customer Part Number additions - Maintain existing Sales Orders

• Supplier Account Name changes - Maintain existing Purchase Orders

• Supplier Account Address changes - Maintain existing Purchase Orders

• Supplier Part Number changes - Maintain existing Purchase Orders

• Supplier Part Number additions - Maintain existing Purchase Orders

When you update the module (i.e. select/deselect options, click Save and activate the module as described above), a set of trigger functions are dynamically created against the relevant tables to perform the automatic record update.

For example, if Customer Account Name changes - Maintain existing Sales Orders is activated, a trigger function is dynamically created against the Sales Order Header table. This trigger, activated when a customer account name is changed, will (1) acquire historic outstanding Sales Orders for the relevant account and (2) update the customer name to reflect the new customer (see note).

Note: This update is only carried out if the customer name on the Sales Order header matches the pre-update customer name. Therefore, historic Sales Orders on which the customer name has already been edited manually will not be updated to reflect the new customer name.

If any changes are made to the activation of individual 'data areas' for the module, the module should be de-activated and re-activated. This will cause the existing triggers to be deleted and recreated relative to the new module settings.

Triggers are created, where specified, against the Sales Order Header and Purchase Order Header tables only.

002 Luckins Distributors Database

This module contains options for mapping data from the Luckins Database with fields in Quantum VS, so that fields are automatically populated with data when viewing and converting Luckins products in Quantum VS. For further details see Luckins Product Maintenance.

Enter/select details as required using the following as guidance:

004 Document Scanning

This module contains a list of document types available for scanning, recognition and archiving in Quantum VS. Check fields to enable the following:

• Despatch Note

• Picking Note

• Goods Received (Note)

• Purchase Invoice

• Batch Certificate

For further details see Document Scanning And Recognition.

005 Product Catalogue

If your business has a Quantum VS eBusiness (QVS3 or QVS2) website, this module enables Quantum VS to display your website pages within the Product Catalogue tab when Quantum VS is open, enabling users to browse the catalogue, view product details and add product to sales documents. For further details see Viewing The Product Catalogue.

Enter/select details as required using the following as guidance:

NEXT: Treatments Maintenance