View all orders awaiting delivery and quickly schedule their delivery
You can find this new tool at Deliveries → View → Orders awaiting delivery. For more on this, please see the original feature request.
Calculate complex delivery charges automatically using formulas
For more on how this works, please see the original feature request - Use complex rules when defining delivery charge structures.
Breww can now sync overpayments and download credit note allocations for Xero, QuickBooks, Sage Accounting & Sage 200.
Breww will now sync overpayments between your accountancy software and Breww, helping to ensure the customer balances in your accountancy software and Breww always match! In addition, Breww now also downloads credit note allocations between invoices and credit notes uploaded by Breww.
This functionality is available on the accountancy integrations that make it possible via their APIs: Xero, QuickBooks, Sage Accounting, and Sage 200. For more information on what is supported by which accountancy integrations, please see our guide here: https://docs.breww.com/accountancy#EXKef.
Thanks to our amazing community for another great suggestion 🎉
Emailed customer account statements now show only outstanding lines rather than full history
Emailed customer account statements (sent manually or automatically) now only show outstanding lines. You can view either the full statement or just the outstanding statement, as needed.
Easily view all sales visits and filter by date, person and more
The sales visits tool is centred around planning the visits for a salesperson, but sometimes you need a list of all sales visits, and to be able to slice & dice this using BrewwQL filtering. You can now do this at Customers -> View -> Sales visits -> All sales visits.
Sellar credit orders can now be associated with individual customer accounts
A new option has been added to allow you to import Sellar Credit orders against the individual customer accounts rather than a single shared customer account. For more on how this works and how to switch to this new option, please see the Sellar Credit orders to be placed against individual customer accounts rather than a single "Sellar Credit" customer feature request.
Customer account statements can now be emailed (manually or automatically)
You can now email account statements directly from Breww to your customers. These can be emailed manually or set to be automatically emailed to all customers from within Settings → Email settings. To set this up, please review the email templates in your email settings and set up the schedule for when you would like these sent to your customers.
Warning when creating an order if the customer already has an open order
When choosing a customer for a new order, you'll now see a warning if they already have an open order. You're still free to make another order for them, but this should help highlight existing orders that you may not be aware of and improve efficiencies.