Webinar - Release 1.0.31 Features + Q&A

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  • Helpful Resources

    • Consignment
    • Customer Address Validation: Implemented US Address Verification for Ship To Addresses (It will prompt with Replace & Save, Keep Mine & Save or Cancel)
    • Added Time of Day Restriction as an Advanced Security Feature
    • Added IP Restriction as an Advanced Security Feature
    • Two-Factor Authentication as an Advanced Security Feature
    • Understanding Quantities in Order Time
    • Extra Added Features
      • Report: Open Sales Orders by Item and Customer (to show OPEN balances on open Sales Orders. Total Amount - Shipped EXT = OPEN amount.)
      • You can use Batch Action on the Sales Order, Ship Docs, Quote, Purchase Order, and Receiver Lists to Export Docs to CSV
      • Search Work Orders has been added as a Quick Link in the Production tab
      • Ability to accept eChecks/ACH Payments (Works for Authorize.Net, BluePay, and QuickBooks Payments)
      • Create Support Login now shows Expiration Date and Timestamp
      • Using the Batch Action to Create PDF on a List will open the PDF in a New Tab
      • Added new Role Permissions to restrict Fulfillment Batch
      • Custom Field Editor now has an option to Allow Negative Values. Works for Integers, Cost, Quantity, Price, and Amount
    • New Company Preferences
      • Items: Number of records to show when searching an item in a document (This is for the auto-fill searches, Max 20)
      • Shipping: Once shipped, line items with 0 quantity shipped should remain on the ship doc.
      • Purchasing: After creating a Receiver for a linked PO, create the corresponding Ship Doc OR allocate to the corresponding Work Order.
      • Purchasing: After creating a Receiver for a linked PO, allocate to the corresponding Sales Order or Work Order.
      • Purchasing: Copy vendor notes to memo
      • Activities: When sending external emails, use the current user's email and name. Uncheck to use the 'Default from email' in Company Info.
    • You can find these changes and more on our Release Notes