PalMate’s Home Navigation Screen provides quick and easy access to every area of PalMate®ERP with it’s user-friendly, intuitive design. The screen is designed to give you a quick understanding of what pieces of the system interact with the others and how. The sidebar groups are designed to group together common functionality for someone who might be working in the different areas of your organization, such as sales, purchasing or even production.
Click below on the screenshot of the home screen, to view a demonstration relating to each segment of the system. Each portion of the demo is designed to give you a general idea of what information the individual screen will provide and how it will benefit your organization.
Some of the latest enhancements
Every report in PalMate® ERP now has an email button which allows you to email the report to a selected contact list.
Email addresses can be stored for multiple contacts for Customers, Vendors, and internal Salespeople, or you can enter new email addresses and contacts directly from the Report Mailer screen.
You can create a default email message in Company Settings to accompany these emailed reports.
Added the ability to ship an order without printing BOL
This offers a simpler way to ship orders from the Shipper screen.
Now you can right-click on a Shipping Schedule and select Ship All to automatically mark the order shipped and create a BOL in the system for all items.
Order Status Auto-refresh
Set an automatic refresh interval in the Sales Status or Purchase Status screens—this performance enhancement corrects a handful of errors the old refresh rate was causing.
Clicking the button to set a 30-minute refresh interval, for example, will refresh the screen immediately and then every 30 minutes after that.
Creating or updating an order from your own client will also cause the screen to refresh.
You can also choose to turn the auto-refresh option off and refresh the screen manually.
Added the ability to edit Standing Purchase Orders
Standing PO’s can now be edited and changes will apply to any future child PO’s.
Create a Customer/Vendor List
Run a report of all Customers that displays Name, Phone, Fax, Email, Credit, Hold, Salesman, Terms, and Payment Method.
Run a report of all Vendors that displays Name, Phone, Fax, Email, Credit, Salesman, Terms, and Payment Method.
Handle Shipping Chargebacks for Recycling Pickups
If you create a Pickup Order and charge the Core Supplier a fee for the pickup, this charge may or may not outweigh what you pay them for the items you pick up. This feature creates a much simpler way to handle Pickup Receipts in this scenario.
If you create a Pickup Order and the pickup fee you charge the vendor is greater than what you pay them for any received items, your Pickup Receipt will have a negative total, and your AP Invoice will integrate to your accounting package as a credit.
If you create a Pickup Order and the pickup fee you charge the vendor is less than what you pay them for any received items, your Pickup Receipt will have a positive total and your AP Invoice will integrate to your accounting package as a bill.
Generate Pickup Order from Sales Order
Link a Pickup Order with a Sales Order so you can schedule “Swap Trailer”-type shipping schedules together on the Shipper screen.
For Linked Vendors, you can create a new Pickup Order at the same time you create a Sales Order. These will be linked together in the system.
Alternatively, you can link a Sales Order to an existing Pickup Order if you have already created them separately.
The Swap Trailer option in Shipper allows you to indicate in Trailer Tracking that you’ll be delivering one trailer and bringing back another for these linked orders.
Shipping Charges are now line items
Shipping Charges have been converted to line items for Sales Orders, Purchase Orders, and Pickup Orders, which will bring PalMate® ERP into line with how many accounting packages handle shipping charges.
There are now three system charges items: Delivery Charge, Fuel Surcharge and Master Fuel Surcharge.
Master Fuel Surcharge Rate will continue to work the same as it always has, provided you use the Master Fuel Surcharge system line item as your Fuel Surcharge.
In addition to the three system charges, you can also create custom Charges items in Item Admin.
Now that Shipping Charges are treated as line items, you can choose to send them to alternate accounts (rather than the default account).
When your Shipping Charges integrate into your accounting package, they will go to whatever account you select in Line Item Overrides.
Allow items of certain Item Types be converted to a different Item Type
To go along with the Shipping Charges as Line Items feature, you now have the ability to convert item types in Item Admin.
If you have created shipping charges in the past under such item types as Miscellaneous-NonInventory or something similar, you will want to convert these items to the new Charges item type.
Added shipping defaults for Vendors
Ship Via can now be added as a Vendor default in Vendor Admin.
Auto-save and Autopopulate Defaults
Autopopulate Defaults allows you to add all of a Customer’s default items onto a Sales Order in one time-saving step.
Auto-save Defaults is now available for Purchase Orders, as well as Sales Orders, and if enabled, will save all information from a Purchase Order to Vendor Admin defaults.
Custom Menu Selections are now saved on a per-user basis
PalMate® ERP will now store the settings you last used in Assembly or Component Scheduler, Sales Status, Purchase Status, Shipper, or Inventory so that you don’t have to reset your settings each time you enter the screen.
Settings are saved per user, so even if another user goes to a screen since you were last there, unless they were logged in under your user profile, the settings will be saved as you left them.
In addition to this, the Assembly and Components screens now have Field Choosers, which will allow you to choose the settings you wish to see on these screens, and those settings will be saved anytime you close and return to the screen.
Added Monthly Comparison and Volume to Inventory Snapshot
The Inventory Snapshot Report now includes a column for Volume.
In addition to this, there is also a Monthly Comparison feature that allows you to compare the status of inventory from month to month.
Added item specific production rates
Production Rate is now recorded per item, rather than per work center. To accommodate this, there is a Production Rate field in the Item/BoM Editor for each item.
Group similar items in production schedule
You will now have the option to group all like items together on the Production Schedule Report, rather than separating them out by Customer or Order.
Added Employee Productivity Report
This feature creates a report that allows you to see an Employee’s productivity for a given date range, displaying efficiency data including hours, overage, quantity and volume produced, and rate for quantity and volume.
You can choose to view Employees individually or grouped as teams.
A new setting called Projected Duration in the Work Center Schedule allows you to manually set how long you expect it will take your employees to complete the selected production schedule. This will be used to calculate overage and efficiency on the Employee Productivity Report.
You can also assign Employees directly to a scheduled production run. Only Employees added to a production run will appear on the Employee Productivity Report.
The Machine Production Schedule Report also displays Employees assigned to a production run.
Added Directions Tab and Report
You can now add Directions to a customer’s location in Customer Admin.
Directions entered here will be available as a printable report in Shipper.
Enhanced employee and time tracking requirements
There are several enhancements to the Employee and Time Tracking features in 2.0, and further enhancements are planned for upcoming releases.
Export Weekly Compensation to ADP
PalMate® ERP can now export compensation records to a file that can be imported into ADP.
Added automated break time
The Schedule tab in Employee Admin has a field to enter Break Time for each employee.
Any time you create a Time Tracking record for an employee with Break Time, that time will be automatically deducted from the hours worked, and this will be reflected in Net Hours.
Hourly pay moved to time tracking
The Wages tab in Employee Admin allows you to record an Hourly Wage for each employee.
Time Tracking records will pull the Hourly Wage from here.
Vacation Pay for Employees
The Wages tab in Employee Admin allows you to calculate Vacation time for each employee.
The Remaining Hours field for Vacation is not editable at this time, but will be in an upcoming release.
Made subassembly templates editable
You can now change the names of subassembly parts in the bill of materials so that they match your company’s terminology.
Allow the 2-Page Item Report item-by-item
You can now elect to split images on the Drawing Report for an item so that each drawing prints out on a separate page. This guarantees that detailed photos are clearly visible on the report.
Changed ‘Credit Approved’ to ‘On Hold’
The ‘Credit Approved’ checkbox in the Customers screen now says ‘On Hold’ instead.
This way, instead of having to mark each customer ‘Credit Approved’ to avoid getting a credit limit warning each time you create a Sales Order for that customer, PalMate® ERP assumes that the customer’s credit is approved unless specifically noted otherwise.
Customers who have the ‘On Hold’ box checked will be stopped from creating Sales Orders until the ‘On Hold’ designation is removed.
Allow user to specify Transfer Order costs
You can now specify your own costs on a Transfer Order, rather than allowing the system to automate the costing. PalMate® ERP will enter a freight cost by default, but you can edit this cost if you choose.
Default print count setting for BOLs and Pickup Orders
You can specify a default number of copies to print for BOLs and Pickup Orders.
Purchase Orders cannot be cancelled until all Receipts in the system for the Purchase Order have also been cancelled.
You can now switch the Location on a tag in Inventory.
You can now edit the properties on a Lumber item, provided the item is still unique after the changes.
The Tag History Report shows only the current facility.
Sales Order and Purchase Order screens now have a new Quick Add Item button that allows you to add a new non-Lumber item. This item will appear in Item Admin with only general properties.
The Show Incomplete Orders setting has been removed from Receiver and all orders show by default.
There is now a Save and Print button on all order screens.
There is a new Production submenu in the list of screen menus on the left. The following screens now appear under Production: