Version 1.0.31 - Released October 27, 2021 - Known issues fixed, improvements and new features added as follows:
Note: Some of these changes were implemented as Hot Fixes during the development cycle. They were fixed on separate dates, but weren't published about until the official release.
# | Changes | Revision |
| 1 | ADDED | Sales Order Allocation |
| 2 | ADDED | Repair Orders Implemented |
| 3 | ADDED | Customer Address Validation: Implemented US Address Verification for Ship To Addresses (It will prompt with Replace & Save, Keep Mine & Save or Cancel) |
| 4 | ADDED | Payment Alerts now include the Customer Name in the Title |
| 5 | ADDED | Ability to select the BOM Version when creating linked Work Orders |
| 6 | ADDED | Consignment Implemented |
| 7 | ADDED | Report: Open Sales Orders by Item and Customer (to show OPEN balances on open Sales Orders. Total Amount - Shipped EXT = OPEN amount.) |
| 8 | ADDED | Ability to auto send invoices after Ship Doc is marked as Shipped (added via Alerts for Status change) |
| 9 | ADDED | Ability to accept eChecks/ACH Payments (Works for Authorize.Net, BluePay, and QuickBooks Payments |
| 10 | ADDED | Enhanced Replace Component button to Bill of Materials List (Can Replace, Add, Subtract, Copy BoM) |
| 11 | ADDED | Added Time of Day Restriction as an Advanced Security Feature |
| 12 | ADDED | Added IP Restriction as an Advanced Security Feature |
| 13 | ADDED | Added Two-Factor Authentication as an Advanced Security Feature |
| 14 | ADDED | You can use Batch Action on the Sales Order, Ship Docs, Quote, Purchase Order, and Receiver Lists to Export Docs to CSV |
| 15 | ADDED | Search Work Orders has been added as a Quick Link in the Production tab |
| 16 | ADDED | API Endpoint added for Attachments |
| 17 | ADDED | API Endpoint added for Sales Order Line Item |
| 18 | ADDED | API Endpoint added for Fill Line Item |
| 19 | ADDED | API Endpoint added for Tasks |
| 20 | ADDED | API Endpoint added for Item Images |
| 1 | IMPROVED | New Company Preference for Items: Number of records to show when searching an item in a document (This is for the auto-fill searches, Max 20) |
| 2 | IMPROVED | New Company Preference for Shipping: Once shipped, line items with 0 quantity shipped should remain on the ship doc. |
| 3 | IMPROVED | New Company Preference for Purchasing: After creating a Receiver for a linked PO, create the corresponding Ship Doc OR allocate to the corresponding Work Order. |
| 4 | IMPROVED | New Company Preference for Purchasing: After creating a Receiver for a linked PO, allocate to the corresponding Sales Order or Work Order. |
| 5 | IMPROVED | New Company Preference for Purchasing: Copy vendor notes to memo |
| 6 | IMPROVED | New Company Preference for Activities: When sending external emails, use the current user's email and name. Uncheck to use the 'Default from email' in Company Info. |
| 7 | IMPROVED | Create Support Login now shows Expiration Date and Timestamp |
| 8 | IMPROVED | Using the Batch Action to Create PDF on a List will open the PDF in a New Tab |
| 9 | IMPROVED | Added new Role Permissions to restrict Fulfillment Batch |
| 10 | IMPROVED | Role Exception to be able to hide the costs on an Items page and specifically on the On Order detail |
| 11 | IMPROVED | Able to import Lots or Serial Numbers into a Doc without having to specify the item |
| 12 | IMPROVED | Custom Field Editor now has an option to Allow Negative Values. Works for Integers, Cost, Quantity, Price, and Amount |
| 13 | IMPROVED | Added In Transit to the summary box on Items, between Committed and On Order |
| 14 | IMPROVED | Can set the default Account and Location for New Adjustments and Counts |
| 15 | IMPROVED | Ability to set a Date Range for the Batch Shipping |
| 16 | IMPROVED | Customer Ref. on Purchase Order Line Item and Receiver Line Item |
| 17 | IMPROVED | Non-Admin Roles can be set to manage Ecommerce or Accounting Integration functionality |
| 18 | IMPROVED | Ability to Map Item Group to Custom field in QuickBooks Desktop |
| 19 | IMPROVED | Ability to reorganize the lines on a Ship Doc like you can with the Sales Orders |
| 20 | IMPROVED | Added the currency symbol next to the amounts on Forms |
| 21 | IMPROVED | Ability to import line items onto a Transfer just like you can on a Sales Order |
| 22 | IMPROVED | When doing a Transfer we first check the default bin, then move on to other On Hand bins until the quantity is fulfilled |
| 23 | IMPROVED | FOB and Shipping Method as fields on Vendors so they can default on Purchase Orders |
| 24 | IMPROVED | Ability to import the package information on the Ship Docs, Cost and Package Details |
| 25 | IMPROVED | Ability to add data fields from the Packages tab to both Forms and Reports |
| 26 | IMPROVED | Ability to update a line item Custom Field on a Vendor Return or Customer Return via the API |
| 27 | IMPROVED | Give a warning when you add a duplicate Line Item to a Sales Order |
| 28 | IMPROVED | Customer PO Field as a column displayed on the Required Detail tab of an Item |
| 29 | IMPROVED | Ability to import Ship Doc Line Items |
| 30 | IMPROVED | Ability to import Manufacturers |
| 31 | IMPROVED | Order Increment under Item Vendor can now allow decimals |
| 32 | IMPROVED | Linked Drop Ship Purchase Order has Customer Promise Date on it |
| 33 | IMPROVED | Shower Back Order from Purchase Order on Receiving |
| 34 | IMPROVED | For Linked POs, Auto-send PO Email to Vendor, and Mark as Sent (this is achieved via the Alerts Automation) |
| 35 | IMPROVED | Ability to add a default CC field to Email Templates |
| 36 | IMPROVED | Ability for Memo-type Custom Fields to display line breaks on Form Templates |
| 37 | IMPROVED | Ability to manually sync a single order from BigCommerce |
| 38 | IMPROVED | Added Vendor Part No as a search field on Item list |
| 39 | IMPROVED | Can add Shipping Instructions to multiple locations on a Quote Form layout |
| 40 | IMPROVED | The Remove Filter button is now highlighted in an orange color so that it is easier to see when there are filters applied |
| 41 | IMPROVED | The amount of Custom Fields per Vendor has been increased to 20 |
| 42 | IMPROVED | Price Level UI Improvements |
| 43 | IMPROVED | Ability to add multiple targets in Value Adjustment for the same Item |
| 44 | IMPROVED | In the Dependency tab of a document, when you add a Linked Work Order, it will now have the checkboxes like the Linked PO Button. For each box selected, the Quantity will set to the Required. For each one unselected, the Quantity will go to 0. |
| 45 | IMPROVED | Removed the Cost requirement for creating a Purchase Order from Reorder Analysis |
| 1 | FIXED | Columns with numbers on the Ship Doc were not right-justified |
| 2 | FIXED | Custom Field Types have been Alphabetized |
| 3 | FIXED | Accounts lists have been Alphabetized |
| 4 | FIXED | Fixed an issue where opening an Email template would delete the info in the BCC field |
| 5 | FIXED | Fixed an issue where adding a Kit variation would remove Components |
| 6 | FIXED | Fixed an issue with Auto Receive from Drop Ship |
| 7 | FIXED | The shipping address fields are not populating when they are added to the Purchase Order list screen |
| 8 | FIXED | Fixed an issue where you couldn't reorder Sales Orders with Kits properly |
| 9 | FIXED | Fixed an issue where Shopify Tax Rates were not matching up correctly with their Order Time counterparts |
| 10 | FIXED | Display issue where an Item name showed up correctly on orders and in the list but incorrectly on Reports |
| 11 | FIXED | Fixed an issue with the run analysis screen adding filters on its own |
| 12 | FIXED | Batch shipment was allowing Ship Docs with no quantity on any lines to be created |
| 13 | FIXED | Display issue where events that were added were showing in the wrong time slot on the calendar view |
| 14 | FIXED | Fixed an issue with Ecommerce orders involving Kits and Kit pricing |
| 15 | FIXED | Fixed an issue where List filters weren't clearing when clicking the funnel button |
| 16 | FIXED | Fixed an issue where the Drop Ship - Ship To address wasn't changing based on the Customer Address |
| 17 | FIXED | Flatten should now order the Steps properly, with Steps on the lowest sub-assembly first |
| 18 | FIXED | Fixed a bug with the Work Order UPC field |
| 19 | FIXED | Fixed an issue where importing a Sales Order Line Item wouldn't populate Custom Fields properly |
| 20 | FIXED | Fixed a display issue where the Vendor column would appear on Reorder Analysis for Work Orders and Production |
| 21 | FIXED | Fixed a display issue on the Open Activities Tab when you updated a Task it would create it in a new row instead of just updating the same row |
| 22 | FIXED | Fixed an issue where the Outlook integration would disconnect intermittently |
| 23 | FIXED | BigCommerce Setup Instructions have been updated due to changes |
| 24 | FIXED | Fixed an issue where Batch Fulfillment was looking at the Sales Order promise date instead of the line item promise dates |
| 25 | FIXED | Fixed an issue where Receiver's valuation would not change until the status was changed to Received |
