Tag Archives: salesforce appexchange

RIO Inventory 3.8 Release

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We have just released RIO Inventory 3.8 to the Appexchange. This update has new features that include:

  • Barcode scanning – enabled for Product SKU
  • New offline scan mode to provide efficient scanning of SKU’s without internet connectivity
  • Add, remove or transfer multiple serials of a product
  • Improved performance for Inventory Adjustments

RIO Inventory adjustment

Check out this Page for more details on the new RIO Inventory updates or you can watch our youtube video tutorial here. Install RIO Inventory and enjoy our new release.

Have some new feature ideas that you think will benefit RIO Inventory? Please tell us your suggestions at support@wdcigroup.net 

New RIO Inventory 3.7

Introducing the New RIO Inventory 3.7 release to the Appexchange. This update has new features that include:

  • SKU can now be used as the Product Unique Identifier
  • Changing the RIO Inventory Configuration’s Product Unique Identifier field now also runs a batch update of all Product’s Inventory Product Code+
  • The Opportunity Assignment Overview page recognises if there are Opportunity Products with 0 assignments
  • Inventory Adjustment page has improved compatibility with older Apple devices
  • Custom Lightning lookup fields now handle special characters correctly
  • Application in the App List has been renamed from “RIO Readymade Inventory+” to “RIO Inventory”
  • The included “RIO Inventory Permission” permission set has been updated

Check out this Page for more details on RIO Inventory and the documentation site. Install the app if you are new to RIO Inventory and enjoy our new release.

Have some new feature ideas that you think will benefit RIO Inventory? Please tell us your suggestions at support@wdcigroup.net

New RIO Inventory 3.5

We are pleased to announce our newest release of RIO Inventory version 3.5 to the Appexchange. Our new features include:

  • Lightning Styled Pages (Compatible with Lightning Experience and Salesforce1).
  • The Opportunity Tracking Number field now fits 18 characters
  • Assignment Page Lines are now sorted by Batch and Serial Numbers.

Check out this Page  for more details on RIO Inventory and our new documentation site. If you are new to RIO Inventory you can always install the app  and experience the new lightning styled pages.

Want new features that you think will benefit RIO Inventory? Please tell us your suggestions at support@wdcigroup.net.

Rostering and Calendar Functions in Salesforce with RIO Plan

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Streamline your business with a calendar-based planning tool providing:
– Staff Scheduling (Rostering) functions
– Resource Booking (Rooms, Equipment)
– Activity management and Time Tracking
– Multi-location capabilities
– Mobile interface

Staff Management and Rostering including:
– Resources grouped by type
– Plans (Rosters) with specific roles
– Allocations (Shifts) by role that can be then linked to individual resources
– Viewable in mobile friendly calendar

Alerting for resource conflicts:
– Alerting for double booked resources
– Alerting for incorrect resource type allocation
– Alerts in reports/dashboards or real time in calendar view

Mobile interface and extensive user support:
– Mobile / Lightning-enabled
– Community Users supported

Check out RIO Plan now

The New RIO Inventory 3.2

Hello folks, thanks for your support with RIO Inventory all these years. We are pleased to present to you our latest release, version 3.2. You asked and we delivered, this release now has the following important features:

  • Inventory batching
  • Serialised inventory
  • Picking slips
  • Ability to transfer inventory between warehouses

These features allow you to manage your inventory better in Salesforce, especially when it comes to multiple warehouses inventory management. Feel free to take a look at this page for more details on how this can help with your daily inventory management.

If you are new, don’t worry. You can always install the app into your sandbox or developer instance via AppExchange and feel the zen.

For more other goodies in 3.2, please visit our release notes.  Want new features?  Please let us know, you can contact us at support@wdcigroup.net.

Wedid: Tracking Project Billable and Non-billable Time

Challenges

Our customer’s project lifecycle is tracked in two systems. Salesforce is used as project stage tracking to follow through the stages from lead project to active project and eventually closed project. Another time management application is used for project milestone and task to track work delivery. This information is important to:

  • issue invoice to their clients based on the billable time of the project
  • track the billable/non-billable hours of their staff

The user has to log into both systems to get a full project status.

Solution:

Track project life cycle status within one Salesforce system 

Related Objects Standard/Custom object
Components Appexchange + Apex Customisation
Complexity Complex