Woodge System Update 24.07
Woodge System Update 24.07 introduces several enhancements, including an updated design with clearer active elements and improved scrollable panels. It now supports conditional product variant availability, allowing custom criteria to control variant selection, with new dropdown menus for ease of use. Client data can be multi-select, enabling multiple options to be chosen, configured via the Admin area. A new part sourcing criteria debugger aids in testing and debugging part sources. Client addresses are sorted to prioritize default delivery and correspondence addresses, and a dashboard view now shows all open tasks with filtering options. Additionally, MailChimp integration allows automatic creation of client records from website enquiries, streamlining the sales process.
New and Improved System Design
The design of the Woodge system has been updated to give it an improved look and feel. A subtle background image has been added allowing each panel stand out better from the background.
It is now more clear which elements are active and can be selected. Non active elements are now shown as being not selectable making it clearer which elements can be interacted with.
The background of many scrollable panels have been updated to be clearer how many records are active.
When scrolling a layout with multiple sort criteria the fixed header more clearly shows the fields by which the records are sorted.
Conditional Product Variant Availability
New functuality has been added to the Woodge System to allow conditional logic for if a Product Variant is available. This functionality allows for custom criteria to be set so certain variants are not available to be selected if certain criteria is met.
When adding a product a new drop down menu appears when selecting a Product Variant for a given Option. If a Variant is not available then it is greyed out and is not selectable.
If there is a large number of variants available the you can click 'More' at the bottom of the list to bring up a larger window.
From this dialogue window you can easy scroll and select the desired option.
If you want to clear the selection in a option and have no variant selected you can now click the clear button in the bottom right of the drop down menu.
If a change is made to another option which makes a currently selected Variant not valid the user is warned of the and the variant is automatically deselected. In the above example it is not possible to have select 'One Shelf' selected when the carcass type is 'Fixed Shelves'.
The Availability Calculation can be set from the 'Product Variant Detail' layout. If no calculation is selected then the variant is always available.
An existing calculation can be picked from the drop down. If you want to create a new calculation or modify an existing calculation click the 'Edit' button to open a card window.
From this window you can create a new calculation or modify an existing one. A single calculation can be used across multiple Product Variant if required to prevent the need to enter duplicate data.
Clicking on the button 'Calculation Help' will show a description of the types of calculation that can be used. For example the Custom Function 'ProductOptionIsSet' can be used to check if another variant is selected. Checks can be made for product range, dimension or any other attributes of the Line Item or Order.
Client Data Multi-Select
It is now possible to have a piece of client data be a multi-select. This allows any number of options to be selected.
To create a multi-select client data option go to Admin area from the main navigation. From here click the Client Data tab from the settings page. In the client data portal enter a name of the piece of data and select a category. From the 'Data Type' drop down select 'Multi Select'. From the 'Options' pop over you can enter the options you want to be selectable. You can enter any text you want to including Emoji. Each line in the text box will be a selectable option.
If you want to make an option be selected by default, then copy that line into the default value field below.
Part Sourcing Criteria Debugger
To make it easier to test and debug part sourcing a new popover has been added to the Part Sourcing layout. New new button has been added to the right of the Part Source field.
This will open a portal in a popover that shows all of the part sources configured on the system. These are sorted by the preference order and the current Part Source for the selected part is highlighted in light blue. The additional columns show the status of each of the tests that apply to each part source.
The status of each test is shown. If a field is green, then the the test is required for this part and the test has passed. In the above screenshot the Part Source is only available of Parts in a Bundle. This part is in a bundle so this test is passed. If the test is not passed the the field is highlighted in red.
If a fields is not highlighted in a colour, then the test is not applicable to this part. In this instance the Part is not required to be tracked in stock.
If a Part Source has a custom availability calculation set the the first few characters are shown in the calculation column. If the calculation results in true then the field is highlighted in green. If the calculation is not true then the field is highlighted and red. This would result in this part source not being picked.
If a Part Source does not have any processes set for a particular part source then that part source will not be chosen. The last column 'Num Processes' show the count of process for each part source. Hovering the mouse over the field will give a description.
The first Part Source in the list without any red boxes will be Part Source that is automatically selected. All this information makes it much clearer to diagnose the reason for what is chosen.
Client Address Sort Order
The address panel on the Client Detail layout now sorts the address so that the Default Delivery and Correspondence Address are always shown first. It is also easier to see and set which address are the defaults.
View All Open Tasks
From the dashboard it is now possible to view all open tasks. This makes it easy to keep on track of all late task across the whole system. Filters can quickly be applied for Assigned To, Task Type or Status.
Mail Chimp Integration
The Woodge system now supports integrating with MailChimp. This allows customers to fill out an enquiry form on your website and have a contact automatically created in Woodge.
A new Client record can be automatically created and will pull through information such as contact name, email address, telephone number and enquiry detail.
An email is automatically generated and email to you sales team with the details of the enquiry. They can then open the link from the email to jump directly to the new client and you can then manage the sales process through the Woodge system. This allows you keep track of of the enquiry process in a single place.