Release Notes

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Release Notes

2025
May 27, 2025

2025 Release 2 Enhancements

EXPANDED RELEASE NOTES

 

CRM

  • Customer persistor

 

Point Of Sale

  • Quote name for quotes

 

Accounting

  • Credit hold and warning for overlimit and past due accounts

 

Reports

  • New
    • Estimated vs actual times

 

Online Ordering

  • Proof status online dropdown
  • Additional product bulk actions
    • Product pricing
    • Shipment and boxes
    • Catalogs

 

Other

  • General page layout changes
  • Financial page layout changes
  • Item file download naming structure
March 20, 2025

2025 Release 1 Enhancements

EXPANDED RELEASE NOTES

 

CRM

  • Added a persistor to push contact default address changes to active quotes and unposted orders

 

Production

  • Added queue filter on active user tabs

 

Inventory

  • Added supply actions menu

 

Accounting

  • Added a toggle to send multiple invoices individually

 

Reports

  • New
    • Customer good usage
    • Supply usage
    • Sales by department item
  • Changes
    • Customer good low level
      • Added customer number
    • Graphic comparison
      • Added more columns for comparison of time and value billed vs estimated
    • Stock usage
      • Added an option to report by order date
    • Supplies ordered by supplier
      • Excludes the new cancel status
    • Stock ordered by supplier
      • Excludes the new cancel status

 

Online Ordering

  • Added a URL option for navigation
2024
December 1, 2024

2024 Release 11 Enhancements

EXPANDED RELEASE NOTES

 

Dashboard

  • Applied filter by logged in user security

 

CRM

  • Moved suppliers to a tab in CRM
  • Moved vendors to a tab in CRM

 

Items

  • Additional info box options
    • Ship Date
    • Unit Price

 

Inventory

  • Added price scales and markups to stock bulk actions
  • Added option to not allow backorder on customer goods
  • Added activity tracking to customers goods for deleted/restored
  • Added a cancel status to POs

 

Accounting

  • Added job groups as another level of job categories
  • Added activity tracking for closeouts

 

Reports

  • Added a report for Supplies Ordered By Supplier

 

Online Ordering

  • Reorganized portal edit into sections

 

Other

  • 2 factor identification for MIS login
  • Require email on active users
  • Emails preferences on profile email CCs
  • Additional addresses for site owner
  • Import Order Request
    • Authentication key
    • Quote