Executive Summary

General Enhancements

  • Single sign-on functionality. Automatically log into aSa.Studio using Microsoft Windows credentials instead of entering username and password. 

Cash Receipts (new module)

  • Record and track customer payments.
  • Receive non-A/R cash receipts.
  • Make adjustments, write-offs, and credit memos.

CAD/Detailing (2D)

  • Environment settings, products, and takeoffs are now accessed from the aSa.Studio server in the cloud. This allows detailers working at separate offices or remotely to share data without the need for importing and exporting. 
  • The Bar Input tool has been redesigned to look and function more like aSa.Studio Order Entry. 

Correspondence Notes (new utility)

  • Enter notes or alerts and associate them with a customer, job, order, or other record. The notes are then available to other employees within your organization.

Estimating 

  • Option to group and subtotal estimate material based on placing code. 
  • New Estimate Summary Bar List Report – provides a list of bars required for the project sorted by diameter and length. 

General Ledger (new module)

  • Define chart of accounts.
  • Inquiry screens to view account balances and transactions.
  • Posting can be enabled for inventory, sales, sales tax, and cash receipts. 

Inventory Management (new module)

  • Receive, manage, and adjust on-hand inventory for any product.
  • Transfer material between warehouses and locations. 
  • View on-hand stock levels from Sales Order.
  • New warnings in Sales Order if running out of inventory.

Invoice

  • Generate invoices and credit memos for material and services.
    • Create invoices for counter sales, per shipment, or generate invoices for multiple shipments.
    • Electronic transmittal of invoices to customers (via email).
  • Optional integration with Avatax by Avalara to manage sales tax calculations and tax filings.
  • Pricing comes from Project Pricing and Sales Orders.

Job (new reports)

  • New job reports provide insight into your projects:
    • Job Tabulation
    • Job Status
    • Job Backlog
    • Order Reason Code

Multi-Currency (new module)

  • Set up exchange rates and manage pricing data and transactions in multiple currency formats.

Order Entry

  • Save marked items in a library and re-use them with future orders.
  • Apply pricing for bar end preparation. 

Project Pricing 

  • When you win the bid, the project pricing scenario becomes the job value.
  • Limited Change Order functionality: COs can be defined against the main job with a new WBS level.
    Note: Full change order management will be included in v5.3.

Scheduling

  • Reserve material weights for a calendar day by job, detailer, or bar diameter. This is a helpful way to plan ahead when you know of upcoming orders that have not been created yet. 

Processing

  • New environment options to easily define bundle limits.

Shipping Ticket

  • Partial shipments easily handled through to Invoice.