1. Enchancement on Customer Invoice.
2. Customer Budget Limit and Approval Enhancement.
3. Introduction of New "Operations" Role
4. New Search Option for POD Uploads

Customer Invoice Enhancement

1. An enhancement has been made to the customer invoice feature.
2. Users can no longer delete customer payments for trips that have already been invoiced.
3. This improvement helps maintain the integrity of financial records and prevents accidental or unauthorized deletions.

Customer Budget Limit and Approval Enhancement

1. A new field, Customer Budget Limit, has been added to the Customer Detail page.
2. Users can edit this field by clicking the "Edit" button, similar to existing fields, to update the budget limit for each customer.

3. The system will now calculate the total outstanding amount for a customer based on their assigned trips, from the "Confirmed" status to "Invoice Pending."
4. A new tab, Customer Approval, has been introduced in the Trips section.
5. If a customer's outstanding amount exceeds the configured budget limit, any newly created trips for that customer will be directed to the approval section.
6. Only users with the Admin role will have the ability to approve these trips.
7. The Customer Tab now includes a new column to display the total outstanding amount for each customer.
8. The Approval Module in the Trips section will display the following details:
   • Customer Name
   • Supplier Price
   • Customer Price
   • Truck Number
   • Configured Customer Budget Limit
   • Total Balance Amount

These enhancements provide better control over customer budgets and streamline the trip approval process.

Introduction of New "Operations" Role

We are pleased to announce the addition of a new role called "Operations". This role is specifically designed to streamline and simplify the workflow for users who handle key operational tasks.

Users assigned to the "Operations" role will have desk access limited to the following tabs:

• Indent - For creating and managing indent requests.
  • Trips - To oversee and monitor ongoing trips.
  • Trip Confirmation - For confirming trip details and managing trip-related updates.
  • Supplier - To manage supplier information and interactions.
  • Truck - For handling truck assignments, tracking, and related details.

This role ensures that users have easy access to essential tools, enabling them to perform their duties efficiently without unnecessary clutter. It also helps in maintaining a focused approach to managing the core elements of daily operations.

New Search Option for POD Uploads

1. A new search feature is now available.
2. Users can search for PODs using the "Uploaded By" column.
3. This helps quickly find and track PODs based on who uploaded them.
4. Improves efficiency and makes document management easier.