Don't miss out on this fall's new features
New CRM features and more to come
You can look forward to exploring new features in tracezilla’s new CRM menu item under Partners. You already have access to the menu item, and you can currently add stages to your customers, e.g. Opportunity, Lead, Active etc. You can also see the date for the latest sales order to the customer.
More functionality is on the way. In the meantime, you can read more about tracezilla’s other CRM features here.
In tracezilla you can use tags to divide your SKUs (Stock keeping units), customers, recipes and much more into categories. Tags make it easy to search for lists in overviews.
Now, there is a new filter in the overview of SKUs, partners and recipes. The filter excludes the results that do not have a given tag. The filter is ideal to use in combination with one of the other two tag filters.
Read more about tags.
Tags from SKUs, which are also available for orders, will now be automatically transfered to the order.
It can, for example, be used to automate discounts on given goods or for specific customers in combination with automatic order lines.
Read more about tags.
Find productions without a recipe using the filter in the order overview
tracezilla makes it easy to search for some specific orders using filters in the left side of the overviews.
Now there is another filter in the production overview, which makes it easier to find productions where a recipe has not yet been added.
The purpose of the recipes is to make the creation of production orders faster and ensure a consistent product for each production. In addition, recipes are also used for cost calculation and cost distribution as well as documentation for the mass balance report. It can therefore be an advantage to use recipes for all your production orders in tracezilla.
Split automatically created lots on production orders and create additional production orders
In tracezilla you can use an automated dropshipping flow where purchase orders are automatically created when you create a sales order. The flow is relevant to set up if some goods never reach your own warehouse, but instead are sent directly from your supplier and delivered to your customer.
Manufacturing companies can also use an automated or semi-automated flow if some goods are always produced to order and not to stock.
The flow has now become more flexible. It is now possible to split an inbound order line if it only has one outgoing line that uses the entire lot.
If the lot is split up, e.g. for reasons of production capacity or to minimize the risk of financial damage in case of withdrawal by limiting the number of batches used as ingredients for production, you can also move the lot line to a new order.
You can create a new production order directly from the move lot line dialog window. By using the shortcut for creating the order from here, a link to the outgoing order will also be automatically created.
Allergens in SKU overview
You can add information about allergens in several places in tracezilla: either as an attribute, as part of the information on product info labels or via quantity declarations. There is different functionality associated with the fields, and here the field that best suits the company’s needs is selected.
If you use the Quantity Declarations feature, you can now see icons in the SKU overview. It provides a quick overview of products that contain allergens.
New bulk action in the SKU overview: Manage your order permissions
By using permissions on SKUs, you can manage which order types SKUs can be added to.
For example, you can allow a raw material to be added as an order line to purchase orders and as consumed goods in production orders, while the SKU type cannot be added to a sales order or as a final product on a production order.
Furthermore, you can relate a raw material to the supplier or suppliers from whom you buy the product via a so-called Partner relation.
Now you can ensure that you can only add a raw material to orders exactly for the suppliers for whom you have specified a partner relation. You can do this via the permission Only purchases from partners marked as supplier.
You can add the permission to your SKUs from the SKU overview using the Bulk actions feature.
Read more about permissions and partner relations here.
Now it is even easier to send price lists to customers
Have you updated your prices and would like to notify your customer? Or have you just agreed on new prices?
Then you can simply send a price list. Now you can search for the SKUs that have a price entered in the partner’s price list. With the help of checkmarks and tracezilla’s Bulk Action, you can quickly send the list to your customer via email.
You can even get tracezilla to hide any SKUs that have not been indicated a price if you do not use the other filter.
Read more about sending the product catalogue here.
Specify production capacity in recipes for forecasting
It is now possible to specify a preferred production interval in recipes. The preferred interval corresponds to the maximum number of units for which there is production capacity or which corresponds to one batch.
The interval is used in tracezilla’s forecasting feature. tracezilla can automatically split production orders into individual production orders if the estimated need in the production exceeds the preferred interval.
If the preferred interval is, for example, 80 colli, and it is estimated that 315 packages are to be produced, tracezilla will create 4 production orders with the SKU.
Read more about forecasting and Recipes.
Updates for Workflows in recipes
You can link a master task from tracezilla’s Tasks & Controls module to a workflow in recipes. We have made some updates so you can work more efficiently with the combined functionality.
Link tasks using the recipe template
You can export and import a wide range of data from tracezilla to XLSX files. If you want to add workflows with tasks to many recipes at once, you can advantageously do so using tracezilla’s import template.
The master task simply needs to have a unique reference code so that you can enter it in the recipe template.
Read more about the import template for recipes here.
Specify the duration of a process step down to seconds
You can now specify the duration of a workflow in recipes down to seconds.
The duration is specified in minutes, so 0.25 minutes corresponds to 15 seconds, while 0.5 minutes corresponds to 30 seconds.
Read more about process steps (workflows) in recipes here.
As part of tracezilla’s Power Pack, you can create your own custom reports.
You can now create your own report on Control values which are registered using tracezilla’s Task module. If you want a report for the tasks themselves, you can set up a report for Task Occurences.
In addition, there is an option to create a report on tracezilla’s new feature, Cost simulations.
Read more about data extracts.
Get an overview of lots that have been lost
In the report [warehouse movements], you can gain insight into the transactions that have been registered.
Among other things, you can register that some finished goods have been lost during production. The goods may be discarded if, for example, they do not meet certain quality requirements, have been contaminated or contain foreign matter other than food such as glass or metal due to accidents during production.
If you want to see an overall overview of all the registrations of lots that have been discarded during a given period, you can now use the filter Lot/Lost.
Read more about the Movements report.
Raw material filter in the Cost breakdown report
A new filter has been added to the Cost Breakdown report. The filter Raw Materials is used for the feature Cost simulations.
Here you can search for a specific SKU if you want to dig deeper into what effect an increase in a raw material cost price will have on the products in which the raw material is used.
Read more about Cost simulations.
Two new tabs in order export files
In tracezilla you can download files with your master data and information from orders. You can export your data at any time.
You can now see remarks and internal comments when you download order extracts from tracezilla.
Read more about export of your data.