Features

Sales

  • Quotes
  • Orders
  • Shipments
  • Posted Invoices
  • Return Orders
  • Return Receipts
  • Posted Credit Memos
  • Archived Quotes
  • Archived Orders
  • Archived Return Orders
  • Prepayment Invoices
  • Prepayment Credit Memos

Purchase

  • Quotes
  • Orders
  • Receipts
  • Posted Invoices
  • Return Orders
  • Return Shipments
  • Posted Credit Memos
  • Archived Quotes
  • Archived Orders
  • Archived Return Orders
  • Prepayment Invoices
  • Prepayment Credit Memos

Warehouse*

  • Warehouse Shipments
  • Posted Warehouse Shipments
  • Warehouse Receipts
  • Posted Warehouse Receipts

* Just as part of Sales and Purchase flow. Cannot be selected to start research.

Drop Shipments

  • Purchase Orders in Sales flow
  • Sales Orders in Purchase flow

Manufacturing

  • Sales Orders
  • Released Production Orders
  • Simulated Production Orders
  • Planned Production Orders
  • Firm Planned Production Orders
  • Finished Production Orders

Customization Features

You can customize Navigate Pro in 3 ways:

  • Flows: you can add new flows or customize existing ones overriding them by coding
  • Right-click button: you can add functions managing the right-click button behavior (direct printing, attachment access, page opening, etc.)
  • Append Documents: you can now have the possibility to modify searched documents list, injecting your own documents and relations, boosting your customization scenarios

Export Features

  • Export data to Excel

Output features

  • Now you can see your results also in a navigable tabular way, and you can export it in Excel. This features is customizable. Note: When there are too many documents in a column, tabular output is fired automatically.

Change Log

2022 November 16th, V100.0.4.0

  • Added Production Flow
  • Added Excel Export
  • Added Tabular output
  • Added Append Documents