Mertex ERP software

Upgrade release for full Mertex users

Here are some of the enhancements users on Mertex ERP have benefitted from so far in 2022 with release 7.5.2

Here is a run-down of the most significant upgrades now available at no extra cost to them.

– 41 Additional HTML grid pages – Easier navigation within the system which reduces user time.

– New email Proforma invoice sort by date – A user friendly way to search for Outstanding Proforma search

– Statement (same as above – an easier way for base country (for example GB and non GB)

– A link has been added to the CA (Customer Analysis) enquiry to directly access the customers CHO (Credit Held Orders) with the click of a button

– Allows for the generation of invoices by batch as opposed to all outstanding despatches at the point of invoice creation
NOTE This is an optional upgrade – if you don’t wish to work this way, we don’t have to apply this update

– The running total calculation of order weight as multiple products are added to an order. This is ideal for knowing total order weight which affects shipping charges and courier selection

– UPS courier haulier integration now includes multiple fields for customs information required for documentation – all of this will save customer time
NOTE This is particularly important due to Brexit regulation

– Mertex now can handle sFTP connections as well as standard FTP for 3rd party EDI integration

– Improved visibility of different order types such as proforma order and reserve orders on the sales order entry and enquiry screens

– The addition of a default email parameter which is used for tracking notifications for DHL

– The addition of stock availability level statement on the customers sample letter
It will now display one of the following statements:
Please note that stock is currently low on this product
Stock is readily available

Functions that will particularly benefit our US clients:

– Royalties Reporting – A new table has been added to the product maintenance fields which allows a product to be associated with a designer and to allocated a royalty value. This allows for the export of a report that displays any royalties that may be due
NOTE This function allows for easy external payment of the reported amount

– Within the quotation entry screen it is now possible to directly raise a quote for an existing specifier with the option to enter the project too.

– CFA Cutting for approval – automatic pop up of delivery address

If you would like to know more about Mertex or are considering upgrading to the complete standard version, please contact us.