Triumph ERP 6.2 build 1-Sep-2021 is the latest version of Triumph.

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The latest September 2021 build incorporated a number of important enhancements.

  • Click To Order

There is a new “Click To Order” feature in eCommerce. When you send out a sales order “quote”, the form has an optional button at the bottom that says “Place Order”. Clicking this button will take the customer to a special eCommerce page that displays the quote again in a browser. From there, they can press a “Click To Order” button, that loads the quote into the shopping cart, and allows the user to check out, or continue shopping as required.

Click To Order works for both account customers, and non-account customers through the “Guest Debtor” if you have B2C. If you have a payment gateway, COD customers will be required to pay for the order during checkout. Note that stock items that are not web enabled are supported on a quote, and that any charge lines on a quote are converted to freight charges. If the order is being picked up, these freight charges will be dropped.

The ”Order Enquiry Link” option needs to be on in Web Control (S-S-S-W), before this feature is enabled.  You can also user the {!Transaction.Order_Enquiry_URL} merge field if you want to put a “Click To Order” link in the body of the quote email.

  • Export To Excel

Both business forms and Background Task Scheduler reports, that are emailed, can now be exported and attached as Excel, rather than PDF. They can also be exported as Rich Text and CSV. In Business Form Set Up (S-U-F), there is a new “Export Type” option, allowing you to specify the format. This applies to the default output, system exceptions and account exceptions. The Background Task Scheduler (S-U-B) has the same “Export Type” option.

Note that these export formats and outputs are entirely based on what Crystal Reports provide. We have no direct control over the way the export file ends up. All we can do is tell Crystal which one of its export formats to use.

  • NAB Payment Gateway

We now support NAB Transact as a payment gateway type. Along with PayWay, MIGS and MPGS, this now covers all the big 4 banks, and most of the second tier banks. A payment gateway can be used in eCommerce for B2C customers at checkout, and B2B customers to pay off their account. It can also be used in Triumph as a payment method in Point Of Sale, as well as an order deposit in Sales Order Entry. With the ability in Triumph now to securely store encrypted customer credit card details, this is a great new feature.

  • Fixed Assets Service Scheduling

Fixed Assets now has new Testing and Service Scheduling functionality. Testing & Service Type Maintenance (F-F-X-T) and Asset Service Schedule (F-R-X-A) are new options, and Fixed Asset Maintenance (F-F-A) has a new Testing/Service tab where different service types and parameters can be set. You could even make the Asset Service Schedule a scheduled report, and have it automatically emailed to the service manager at the start of every month. You can now even send it to them in an Excel format.

If you are not on this latest version please contact your support consultant. For Triumph Cloud clients, this update will be rolled out over the next couple of weeks.