Sales Processing
Order Entry | Comment Review | Quick search
- A new quick-search field was added to the order entry comment review screen that instantly filters down the displayed lines from any text typed in the search.
Order Entry/Invoicing | Allow invoicing up to the quantity available on accumulator items
- Previously, users were prevented from invoicing against accumulator items when some of the amount was in transit. We’ve improved the logic here to allow the invoicing to proceed as long as the amount needed for the invoice is less than or equal to what’s currently available in local stock.
Invoice Register | Invoice register modernized
California flooring dealers only:
CARE updates ready for 2024
- Amendment to the 2023-2027 Carpet Stewardship Plan to increase the assessment levels on January 1, 2024. Approved by CalRecycle, the following increases went into effect (previous levels are shown in parenthesis):
- Broadloom carpet with at least 10% post-consumer recycled content (PCR): $0.68 per square yard (up from $0.56)
- Broadloom carpet with less than 10% PCR: $0.70 per square yard (up from $0.58)
- Carpet tile with at least 10% PCR: $0.97 per square yard (up from $0.71)
- Carpet tile with less than 10% PCR: $0.99 per square yard (up from $0.73)
CARE | Updated carpet tiles description to include units
- Previously, was simply labeled “Carpet Tiles” which could be confusing. Tweaked copy on Product Code Maintenance to be more explicit about unit of measure being square feet (SF) being used for carpet tiles
Inventory Control
Bar-code Management and Printing | Improved barcode label styling
- Increased emphasis on important data such as Location and Job #.
- Standardized other fields to be consistent with styling.
Purchase Orders
PO receipts report Excel export | Now prints Job Assignments selection
- Previously, when printing PO receipts, selecting the “Print Job Assignments” export to Excel was missing that data. Now, we’ve added that column information to list the assignment.
Installation System
Installer Payables History | added “Date” to PDF file name
- Date added to PDF file name for Installer Payables history report
B2B Catalog Process
B2B Import | Auto-creates new color if box quantity changes
- Previously, in the B2B import, if the item being imported had inventory then BMS did not allow the box quantity to change and wrote the item to the exception report. Otherwise, if allowed to update, it would cause inventory to no longer match the catalog.
- When a matching SKU item is imported that brings with it a box quantity change and existing inventory at the prior box qty, BMS will make the following changes:
- To the existing item (the now OLD box qty)
- The catalog item description updated to include box qty and text “OLD” to denote that it’s on the way out.
- Toggle to not allow PO in order
- Muddy the b2b SKU to prevent future matches
- Add box qty to color name
- To the newly created “color” (the NEW box qty)
- Create a new item based on b2b SKU at the current box qty
- Add box qty to color name
- Add box qty into item desc
- To the existing item (the now OLD box qty)
- Example | B2B Import with Box Qty Change for the same SKU
- Colors WHITE and GRAY both had a box qty of 6.900, BEIGE had 0.690 and the import had 0.690 for all 3 colors.
- WHITE and GRAY were both updated to include the old box qty in color and description
- New colors were created for WHITE and GREY with the new box qty on catalog and color/description.
Recently Added B2B Suppliers
- Happy Floors (out of testing; 832 only)
- United Weavers
- Abraham Linc Distributors
- Arley Wholesale
- Viking Distributors
- 21st Century Tile
Customer Facing CSV Imports | History/Catalog - Material | Added History of Imports + Ability to Download
- The system now saves files that are imported for later review/export via download.
Customer Facing CSV Imports | Catalog - Material | Import checks for duplicates on the Product ID
- Users are now warned if the Product ID will match on catalog imports reducing the likelihood of duplicates being created on import.
Accounts Receivable
Customer Maintenance | Tax Code 1-5 | Default to AllTax Codes
- Previously when in Customer Maintenance, in the Customer Sales Tax Code Selection screen, after entering a zip code, the user would then have to one-by-one add each relevant tax code.
- More often, most users need all the relevant tax codes for that zip code.
- The change implemented here is to default to ALL and then if there’s any non-applicable codes, the user can then UNSELECT.
Unbatch a deleted deposit record
- Previously, deleted deposits could not be "sent back" to the customer payment register. This can now be done by all users with permission.
Chase Bank Positive Pay | new CSV file export available
- New file format added to positive pay file export for compatibility with Chase Bank requirements.
Bank Reconciliation | Improved error messages
- Context: Previously, in A/P Bank Reconciliation when attempting to view deposit detail, the error message was not very descriptive.
- New messages were added to assist with escalations.
- If no records:
- If the deposit amount does not match:
Unbatch a deleted deposit record
- Previously, deleted deposits could not be "sent back" to the customer payment register. This can now be done by all users with permission.
General Ledger
Alert Added: Close Periods for Accounting
- BMS only allows 13 open periods for date-driven accounting. Once past that 13th-month threshold, users will start getting error messages and may not be able to post, or items will need to be corrected afterward.
- To help with alerting customers ahead of running into that issue, we’ve added a notification for Full Menu users. On the 1st Monday of the month, if the Current Period is 3 Months or less from the Open Period they will see a pop-up informing them of the deadline for running G/L End of Month.
System Control Maintenance | User Control 1 | "Control Update All Users" now triggers an explanation pop-up
- When in User Controls, and the user goes to select “Control Update All Users”, we have added a pop-up to inform you this is going to update ALL users' switches to match (except password, sales ID, email address, etc.).
Add-On Product Updates
E-Docs
Product E-docs are selectable for Terms & Conditions
- When printing a quote, order, or invoice that pops up supplemental T&C docs, the user is now provided with all product-related e-docs.
- For any permission-limited e-docs, the display of options to choose from respects those permissions.
Broadlume Payments (BL Payments)
“Find & Connect” matching transactions
- Previously, payments received from your website would be “orphaned” transactions and any refunds would require you to find the customer/transaction in your Merchant Payment Portal to refund and then update the record in BMS as well.
- You can now link (aka match) the transactions when adding transactions to your Credit Memo that were collected via online payment.
- This allows you to then issue refunds and to process successive payments to card-on-file from within the BMS software as if you had taken the payment within the software.
- This only applies to BMS integrated with BL Payments customers.
- Matching Orphaned Transactions aka “Transaction Matching” | Broadlume Payment Processing: Knowledge Base article
Adding Deposits > Skip Transaction > Now prompts if want to match the transaction.
- For customers with BL Payments, when adding a deposit and they select “Skip BL Payments” " then prompt, “Do you want to try matching existing transaction”? If YES, then open the “Match Transaction” screen.
- From here, you can match the deposit record to a previously received transaction from your Merchant Portal.
Credit process for handling multiple payment transactions
- When processing a Broadlume Payments Credit Memo, we’ve added a feature for improving the user experience when handling a partial refund for a given customer where multiple payments exist on an Invoice. You can now click on View Distributions from the Refund/Credit Screen to prompt a list of existing transactions to select from as follows:
All transactions relevant to the Invoice being credited will appear in a View Distributions screen, as pictured below:
When a record is selected, additional details will be displayed below the View Distributions list. In the bottom right corner, a summary area will be displayed. Any amount over the selected amount will be returned as a company check.
Card Present Refunds | Ability to choose a terminal to refund from
- When refunding card-present (swiped) transactions, the user can now choose which terminal to refund from.
QR Codes
Print QR Codes from BMS
- Allows users to print QR Codes directly from individual catalog items and/or in bulk via the Pricing.
- This is a premium feature and can be added to your account by contacting support.
- For more information please refer to the How to Print QR Codes article
BMS QR Code Improvements:
Ability to print color name on QR Code label + filtering by the Manufacturer when bulk printing
- Option to Print Color Name on QR Code Label
- Bulk QR Code Print Screen | From Price List Maintenance and Printing
- Added Manufacturer search field
- Added checkbox for ALL Colors > note: this will default to printing the color name on the QR label
- Added options for printing QR Only, QR with Style, QR with Style / Color
- Added “Copy QR URL Link” under the Options menu when under a specific color in Catalog Maintenance.