Recent Software Developments

Listed below are a number of the key enhancements that have been added to axis diplomat and axis payroll.

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Showing 5 enhancements covering:

Purchase Ledger & Purchase Order Processing

Import Supplier Status

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 16/04/2025

The Import Supplier Records function has been extended to allow new or existing supplier accounts to be flagged as Closed or Prospect. Two new fields have been added to the Supplier Fields Page 3 tab:

The Export Supplier Records function has also been extended to include these two settings as additional columns in the standard layout:

Stock Ledger, Bill of Materials & MRP

Transfer All Location Stock

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 25/07/2025

An all-new Supervisor function has been added, 'Transfer All Location Stock'. This enables the efficient and controlled movement of all stock, including traceable items, between locations whilst maintaining full transaction history.

The function automates key checks, including identifying open documents such as outstanding sales or purchase orders, that may block transfers and ensures valid bin assignments at the receiving location. It also handles locked records without interrupting the batch process, making it a true multi-user function. Furthermore, if a stock item is not active at the destination, it is automatically activated. Users can also assign adjustment reasons, enter batch references for traceability, and generate detailed reports for audit and review using the existing functionality of a stock transactions monitor.

This functionality is particularly useful in operational scenarios such as full warehouse moves, site closures, or warehouse reorganisation projects where large volumes of stock need to be relocated. It ensures that transfers are processed accurately, with minimal manual intervention and a clear audit trail.

For more information, please refer to the function help Transfer All Location Stock

Filtering Monitors by Customer or Supplier Prices

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 08/05/2025

Two new filter options have been made added to all monitor tab types that can be filtered by Stock. The new filters, Price Exists For Customer and Price Exists For Supplier, allow you to enter an account number and view only stock items that have a matching price list entry. By combining this with other filters you could, for example, produce a monitor listing all of the items for which a specific customer has special pricing but which are not published to your website (and which they therefore could not purchase online).

Additional Reference Matching in Import Stock Details from CSV

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 10/03/2025

In addition to matching items in the file to existing stock items by Stock Reference, Alternative Reference and Supplier's Reference, the Import Stock Details from CSV function also supports matching by Manufacturer's Reference and any of the Barcodes that can be held against a stock item.

For example, this import will attempt to match column 1, the ProductID, to an existing stock record's Stock Reference. If it does not find one, it will attempt to match column 6 to a stock record's Manufacturer's Reference. If it does not match an item it will then attempt to match the barcode from column 7 of the import file. Only if it then fails to find a match will it create a new stock record.

Import Stock Details from CSV Profiles

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 10/03/2025

The function to import stock records from CSV files has been extended to support profiles.

Profiles allow you to save all of the field matching for future use. If, for example, you regularly get an updated product file from a supplier, you can set up the criteria to map that supplier's file to the axis diplomat stock record fields once and save as a profile. That means that you never need to specify all of the selection criteria again unless the supplier changes the format of their file.

Furthermore, the profiles are shared across all users so that, once set up, the profile can be used to import that format file by anyone.

This example shows creating a new profile called "GOLD" that can be used in the future to import updated product files in the same format.

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