Using Google's re-Captcha in BlueBox Forms

A simple integration in BlueBox ERP allows you to embed Google re-Captcha form protection into your BlueBox forms.

Once you have registered your new re-Captcha with Google, you can use your public and secret keys as follows:

if(bb_recaptcha_verify::verify("my-secret-goes-here")){
//re-captcha was ticked
}else{
//re-captcha failed
}

The form needs to have the following added to it at the place where the re-Captcha tickbox needs to appear:

<script src='https://www.google.com/recaptcha/api.js'></script>
<div class=\"g-recaptcha\" data-sitekey=\"your-public-key-goes-here\"></div>

Making Fields Required with FormBuilder

A new feature in the BlueBox ERP platform Formbuilder is the ability to mark certain fields as required:

• Go to Admin > Modules > Form Builder 
• Select the form you want to edit or add a new form
• Hover over the field you want to mark as 'required' - and click the green R to toggle this setting
  
  
  
• Fields are marked in red if they are globally required (ie via the bbsetting) and in purple if they are only required via this Formbuilder setting
  
  

Item Inactivity Report

BlueBox ERP now includes an Item Inactivity Report which allows you to filter out items that have been inactive during a set period, and mark them as discontinued.

Inactivity in this context relates to the item being used on a debtors invoice or a purchase order during the period.

Carious filters allow you to narrow down your selection and there is an automated switch to bulk-set items listed to discontinued on/off.

Disallow Despatch Without Address

BlueBox ERP has a new setting which stops despatches from happening when a customer account has no valid address on file:

Customer Inactivity Report

BlueBox ERP now includes a Customer Inactivity Report which allows you to identify customers who have not purchased within a given period. Filters include the ability to select from within a certain customer group, for purchases of a certain item or for purchases within a certain item category.

Item Cost Price Alerts - Now on Financial Forms

BlueBox ERP now includes item cost price alerts in Financial Forms.
The new pop-out alert can be seen when an item is added to a Sales Order, Despatch Note or Debtors Invoice.

New Sales Reporting Feature for BlueBox

Sales reporting for BlueBox has had an upgrade in that the Sales Summary Report now includes a powerful sub-group function.

The two main sales reports are the Sales Summary Report (which has had this new feature added to it) and the Basic Sales and Commission Report.

In the Sales Summary Report it is now possible to Group and Sub-group your sales data using numerous options including customer, item, item/option, sales rep, customer service rep, day, week, month, business unit, product category and business unit. Each of these is also available as a sub-group option.

Authorizations within BlueBox Business Systems

The Authorization Module in BlueBox (Finance > Authorizations) recently had an upgrade which allows for the tracking and approval of user-group assignments (ie if a user is being linked to the group Creditors and therefore being made a 'supplier' in the system, for example).



Initially the Authorization Module was developed to control the addition of financial documents in the system - and in the Authorization Control settings you will notice various fields pertaining to findoc characteristics - ie value, on-hold status, if supplier or if customer in group etc.

As data is added to the system, these controls are checked and if found to apply to a certain document would trigger the authorization process. Emails are sent automatically to the selected signatories and these need to digitally sign and approve/reject the request. A fully approved request is then emailed back to the logger and they have the option to then go and 'finalize' the original document now that it is approved. (See below for a new feature where this finalization can now be automated.)

The most obvious application of the new user-group assignment control is for the approval of Suppliers or Customers into your BlueBox system. When a new user is added to the system an entry is added to bb_users and a corresponding entry is made into bb_users_groups_link. Is this this latter table that is monitored by the Authorizations module - and when a user is being linked to the selected User Group (or a sub-group of it) - then the Authorization process kicks in.

How Authorizations work in BlueBox:

• Firstly the administrator will add a new Authorization Control. In the case of a 'Supplier check' the Authorization Control would be for the module bb_users_groups_link. As part of refining the specific user group that is affected by the control - the administrator can then select from either the 'if supplier category' or 'if customer category' - this restricts to only control if the group that the user is being added to is within the down line scope of the selected category.
  
• A new feature is the option to 'auto finalize after approval' - previously, and still by default if this option is not selected, the finally authorized data would need to be 'finalized' manually via the Authorization Module Dashboard once all signatories had digitally signed the request.
  
• Once the Control is in place it can be monitored on the Authorization Dashboard. As documents or new data entries are added they will trigger email requests for authorization to the various signatories and they will then log in and digitally sign to approve/reject the requests.