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The new design is only a restructuring compared to entries in previous versions (last 1.3.3). Old design reports will be automatically migrated into the new structured reports. The old description of actions implemented when performance not met is now entered per customer. Only for old reports it will be still shown and printed separately because it can not be automatically migrated into the new report design.

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Info

08.08.23

Due to issues of writing a customer name differently in the CSRs and KPIs the merging will not recognize the same customer as identical an create a separated customer for CSRs and KPIs. The supplier code was previously only added to the CSRs.

To resolve the issue of data not being automatically merged merge button was added. We recommend using this at the latest on inheritance to unify all data of one customer into one customer data set.

Merging customer data into one customer

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The merge button will open a simple drop down menu and ask you where the data of that customer is going to be imported to. It will transfer all supplier codes, checkbox activation CSRs and KPIs from one customer to another.

Please choose the customer you want to keep based on the name as it won’t be changed. We recommend to save the report first before the execution so you can restore your previous data if needed.

Redesigning of Processes section and Manufacturing processes

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