We are always improving IncoDocs. Here are some of the new features that have just been added, and details of new features that will be released soon!
JUST ADDED: Insert Company Letterhead & Adjust Page Margins
Users can click to insert their company branded letterhead on all documents. Just click to insert letterhead and then:
- Select to align image/wording on left, middle or right
- Add wording for company details
- Set the background color to match your company branding
- Adjust the letterhead to sit within the page margins (optional)
*Letterhead features will be included in Professional plan and above.
JUST ADDED: Editing Column Names
JUST ADDED: Editing Document Field Names
JUST ADDED: Create and Save Custom Templates
Once a user has made all their changes to a document, they can simply hit 'Save Changes' as per usual which will ask the user how they would like to proceed with their customizations.
JUST ADDED: Adding & Customizing Columns
JUST ADDED: Moving & Resizing Columns
Similarly to Excel, columns can be resized and re-positioned.
- Repositioning columns should be as easy as dragging and dropping to a new position.
JUST ADDED: New Product Fields 📦
You can store additional information against a product, such as 'Expiry Date', 'Grade', 'Barcode' etc and show these fields as a column on your documents.
When editing a product, click 'Add Custom Field', enter the field name, complete the field information then click 'Submit'.
JUST ADDED: Download a Commercial Invoice as a CSV file
You can download a Commercial Invoice as a CSV file to share with logistics companies, or to use it to import into other systems.
- From the 'Export Docs' section, after you have finished creating the Commercial Invoice document, click 'More' then 'Download as CSV':
Note that 2 CSV files will be downloaded. The 1st file will contain the header line items, the 2nd file will contain the product line items. You can use these data files to share to your freight forwarder, customs broker or logistics companies, to streamline data entry into other systems!
COMING SOON: Store Images against a Product
Soon you will be able to save images against your product records so that they can display on Quotes, Proforma Invoices and other sales documents.
COMING SOON: User Permissions Controls
Soon you will be able to assign each team member with a role, to restrict some parts of IncoDocs to certain members of your team.
COMING SOON: Reporting Features
Soon you will be able to click to generate reports to get insight into your sales and purchases. Generate reports such as: Sales by Customer, Product, Region and Date range. Purchases by Supplier, Product, Region and Date rage.