What's new ? - May Release

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June 27, 2024

What's new ? - May Release

We built some exciting features and enhancements in May and are thrilled to share them with you!

Here are the top highlights:

Introducing Zuper’s integration with Avalara AvaTax, a fully integrated end-to-end sales tax management solution (applicable for US customers). Save time, improve accuracy, and reduce risk by automating your tax compliance. Avalara automatically calculates the tax for every quote and invoice in Zuper.
Track your inventory movement and capture consumption metrics using Zuper's new transfer order functionality.
With the latest update to Zuper’s offline mode, your field technicians can access routes assigned to them on the mobile app without internet connectivity.
Customize the listing and details page fields in your client portal to enhance user experience and reduce information overload.
The latest enhancement to inventory management allows negative stock balance to manage your inventory better.

Integrations

Avalara

Platform: Web, Mobile

Version: V3,V2

We are excited to announce Zuper’s integration with Avalara AvaTax, a fully integrated end-to-end sales tax management solution. Avalara automatically calculates the tax for every quote and invoice in Zuper based on the billing or service address.

Setup: To enable this integration, navigate to Configuration Settings > Quotes and Invoice Settings > Tax Settings.

Transactions: Avalara determines the tax applicability and rates for parts, services, and customers based on current location while creating a quote or invoice. The tax rates will be displayed once the quote or invoice is saved to draft or other statuses.

Tax exempt: You can designate a customer, organization, or property as tax exempt . An exemption reason or entity code is required to mark a customer as tax-exempt.

Note: This integration is applicable only to US customers

Refer to our knowledge base to learn more about Avalara integration or take a guided tour here

Features

Transfer orders

Platform: Web

Version: V3

Track your inventory movement and capture consumption metrics using Zuper's new transfer order functionality.

Create a transfer order: Initiate a transfer order by specifying the source (from) and destination (to) warehouse locations. Select and add the parts or products to be transferred from one warehouse to another.

Manage transfer status: After creating the transfer order, you can track and manage the status at each stage of the process. Activity tracking: Every action taken during the transfer process is logged and highlighted.

Learn how to create a transfer order here

Routes Offline

Platform: Mobile

Version: V3

With the latest update to Zuper’s offline mode, your field technicians can access routes assigned to them on the mobile app without internet connectivity. They can do this by clicking on the routes icon in the dashboard.

Note: To utilize this feature, please ensure that offline mode is enabled in the mobile application.

Enhancements

Custom fields in client portal Platform: Web

Version: V3 Customize the listing and details page fields in your client portal to enhance user experience and reduce information overload. You can configure this under the client portal settings in the settings module.

Learn to configure client portal fields here

Negative stock balance

Platform: Web, Mobile

Version: V3

The latest enhancement to inventory management allows negative stock balance to manage your inventory better. You can enable it in the settings module by accessing the part and service settings under organization settings.

When the "Allow negative stock balance" option is set to "true," inventory quantities can go negative while capturing inventory consumption in jobs, quotes, and invoices. Furthermore, for outward transfers or stock transfers, you can add more than the available stock.

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