Added button to go to special product price update page.
June 27, 2011
Maintenance→Options
Added button to go to special option price update page.
Company/Branch Calendar(s)
Added button to appointment detail to mail a calendar event
to the appointee.
June 11, 2011
Company/Branch Calendar(s)
Added to home page, E-Mail summaries and alerts under consideration.
April 20, 2011
Quote Line Add, Quote Line Detail, Order Search...
Added "Top 20" filter for product selection.
April 15, 2011
Administration→Company
Allow upload of page banner to replace standard header on quote documents.
April 13, 2011
Quote Print & Quote Mail
What-if modelling on quote prints.
March 30, 2010
Quote Line Detail
For multi-panel products where a view layout is available,
layout will be shown beside product image, and can be customized at quoting time
to carry through to manufacturing.
March 25, 2010
PO Lines
Added arrow buttons to set print sequence of line items.
PO Line Detail
added arrow buttons to navigate through line items in sequence
added ability to filter item select box
PO Add Sales Items
Added order-level * controls to allow selection of
all items on a given order.
PO Add Glass
Added product-level controls to allow selection of
all glass on a given sales order item.
March 5, 2010
Quote Lines→Add
Option pre-load selection carried over for session
February 25, 2011
Quote Lines→Add
radio buttons to control how options are pre-loaded on new quote lines
moved picklist of locations to Administration→Strings and added link to modify
Maintenance→Families→Default Options
Included read-only entries for features so that option pre-load sequencing can be better
controlled.
Maintenance→Products→Default Options
Included read-only entries for features so that option pre-load sequencing can be better
controlled.
February 24, 2011
Maintenance→Panels→Detail
Checkboxes for "Make Width Even Millimeters" and "Make Height Even Millimiters" for
hung and slider windows in shops that do metric cut-sheets.
Quote Lines/Deduct/Dealer Quote Lines
One-click switch between inches and millimeters.
Deduct
Manufacturing sequence assignment delayed until panel settings step so that "do not show" items
are excluded.
December 26, 2010
Quote Line Detail
added ability to choose a custom image to display and print instead of standard
view drawing
added maximum outer projection to bow builder output
changes to option table are retained even with errors
December 25, 2010
All Pages
Lock icon added at top right for administrators to set
access rules for current page.
December 13, 2010
Home→Preferences
Added "Quote Section Tabs" box to control how user navigates around quote sections.
December 10, 2010
Maintenance→Types
Added "Inactive" box to control whether type shows up in product selector.
Quote Lines
Added "Imperial/Metric" box to control units for product dimension display, input and printing.
August 15, 2010
Maintenance→Products→View Detail
[Edit with Pixlr] button for online image editting.
August 9, 2010
Maintenance→Products→Unsold Items
Added page with table of unsold items with delete buttons and links to item view
detail.
Reports→Item Sales
Report of multiple tables: n top items, all types, all families.
Maintenance→Panels
Added [Print] button for printout of panel bill of materials
Added Group value to create component groups from which one component can be
chosen at deduction time
July 30, 2010
Maintenance→Products→Add View
Enhanced Layout Builder to allow "copy from" existing views
and auto-generated templates.
July 29, 2010
Customer Detail
Added "Representative" value so that an internal seller can
be designated as the customer's representative. This value is
a prerequisite to create user profiles for self-serve quoting.
Maintenance→Customers
Customers with representatives assigned will now show a
button to create self-serve users.
Self-Serve/Dealer Quoting
User profiles created under customers can now sign on to
Fenestratio to work with quotes and view orders.
July 27, 2010
Quote Line Detail
Added toggle anchor to show/hide unselected features, and highlight
mandatory features with yellow
background.
Maintenance→Units
Added conversion button to unit list
for conversion factors.
Conversion tables include factors extrapolated from common targets of
from and to units.
Maintenance→Features
changed defaulting mechanism such that rather than specifying a feature
should default to the first choice, user can now select any choice to serve
as default
June 29, 2010
Quote Deductor
deduct-structural option
auto and static layout options added for transom and panel steps
panel-frame resolution, ie. manufacturing size of frame will be "tweaked" to match
sum of panels and transoms in default layout
glass bundling - when multiple glass units in a product are same size with same
configuration and same notes, quantity will be summed into one glass entry
Maintenance→Products→Views
Added [Auto-Layout] button to calculate %X and %Y positions using left-to-right flow layout.
Maintenance→Panels
Linked panel components to vendor items for non-glass, non-screen entries
for future inventory control & costing.
Maintenance→Options
Optional linking of options to vendor items for future inventory control & costing.
Maintenance→Products
Added list filters for price formulas
Maintenance→Panels→Components
New variable available, @sm, 1 or 0, indicates structural mulling.
Maintenance→Options
New variable available, @sm, 1 or 0, indicates structural mulling.
June 2, 2010
Maintenance→Customers & Customer Detail
Added links to new "Customer Replacement" page and quote list filtered for customer name.
Customer Replacement
To clean up customer list - replaces current customer on all quotes with selected
replacement customer, then deletes current customer.
Branch Reporting
Branch selector added to Sales Matrix for HQ users, branch short code column added to some reports,
automatic filtering by branch for non-HQ users added to most reports.
May 28, 2010
Quote Add
Changed "add quote" steps:
a more interactive customer selector
a page requiring only the minimal values to create a quote
forward to adding first quote line
April 26, 2010
Bow Builder
New quoting interface for products where the Shape selection on Maintenance→Products→Detail
is "Bow".
April 22, 2010
Layout Builder
From item view detail in add mode, new button [Build] can be used to
build item view image from single panel view images.
April 14, 2010
Home→Remote Quotes
New page added for download of remote quoting program.
Quote Line Detail
Added previous [←] and next [→] buttons to walk through lines.
Mar 27, 2010
Maintenance→Types→Detail
Install charge formula added for users that want to show installation
charge as separate item.
Quote Lines and Quote Report
Grill indicator images colonial and prarie added.
Quote Line Detail
Added Seq boxes for features so that sequence of all options and choices can be controlled.
Quote Detail
Service tax group added for installation charges and Delivery Fee.
Quote Add and Customer List
Additional filter for "Phone contains" to help avoid duplicating customer records.
Administration→Company
Several new settings:
Pricing Precision - how/whether item prices and option extensions should be rounded
Deduction View - whether deduction sheets should be inside view/outside view/as quoted
Service Tax Group - default Service tax group for quotes
Time Zone Offset - for users not in Eastern Time Zone
Mar 14, 2010
Formulae
Fenestratio Extensions - functions to make more concise, readable formulae
Family Feature Conditions - allow cross-feature rules between options
Feb 13, 2010
Sales Branches
Maintenance->Branches - new pages to set up branches.
Administration->Company - added "Branch Address on Quotes" checkbox and
"Post to Branch Accounts" checkbox.
Quote List - users at branch 1 will see a filter for branches
and can include branch as a column, other users only see quotes for their branch.
Quote Header - users at branch 1 will see branch name beside
sales consultant's name.
Quote Posting - added branch name under customer
Print Quote, Openings, Packing Slip, Invoice - will print branch address in
header if "Branch Address on Quotes" checkbox is selected in Administration Company.
Quote Posting - added commission section with account, amount and paid boxes
Maintenance->Panels
Added Width and Height minimum and maximum, maximum area - rules will be enforced
on single-panel windows at quoting time, and at layout time during deductions.
Added [Copy] button that copies panel, components, and Energy Star links to a new panel.
Maintenance->Warehouse and Locations
New pages for description of storage areas.
Jan 8, 2010
Sales By Consultant
Added primary sort by year option.
July 3, 2009
Quote Lines/Line Detail/Deductions
Show links to related purchase orders for both items and components.
Purchase Lines/Line Detail
Show links to related sales orders.
July 2, 2009
Quote Deductions
Fixed bug where going directly to [Summary] sometimes hung up system.
Purchase Line List
Included dimensions as item code and sales order number for glass PO lines; also
made sales order number a link to quote lines.
Energy Star Labels
Added manufacturing sequence as prefix for profile text, sorted labels by manufacturing
sequence.
June 30, 2009
All Pages
Feedback button provided at top right of page so you can
send feedback to Fenestratio maintainers easily.
Purchase Line List
Add button to preview purchase order.
Purchase Line Detail
Larger images accepted - will be scaled such that maximum dimension fits purchase order
column width.
June 18, 2009
Maintenance->Colors
Now allows InstallFactor and SupplyFactor for colors used on quotes.
Quote Header
Selection of product color may now cause update to factor 2.
Most Quote Pages
Images button links to images for quote.
Images and Album
Work with/upload/search and create albums of images from home page.
added at top right for administrators to set
access rules for current page.
to unit list
for conversion factors.
Conversion tables include factors extrapolated from common targets of
from and to units.
and prarie 
added.
provided at top right of page so you can
send feedback to Fenestratio maintainers easily.
button links to images for quote.