Release Notes

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Release Notes

2024
June 21, 2024

2024 Release 6 Enhancements

EXPANDED RELEASE NOTES

 

Orders

  • Added New from Product

 

Workflow

  • Added a hotfolder option in the actions drop down

 

Other

  • Default tasks for orders and order items
  • Added document file naming
  • HTML Tags
    • Department Items
      • Online Name
  • Added current version user and date to logs
June 3, 2024

2024 Release 5 Enhancements

EXPANDED RELEASE NOTES

 

Contacts

  • Added a financial section

 

Items

  • Proof file cardview updates
  • Bulk action additions
    • Inventory status
    • Item type

 

Inventory

  • Add to PO from stock

 

Reports

  • Changed Customer Analysis Report to exclude void orders

 

Online Ordering

  • Applied logged in user security to assume identity
  • Added product bulk actions to product parent

 

Other

  • Remove price field requirement from import order request
  • Security additions
    • New variables
      • Contact financial section
      • Quote financial section
      • Order financial section
    • Functionality
      • Customer financial variable will control bulk action financial section
      • Contact financial variable will control bulk action financial section
  • Separate GLs for ship types
  • Added GL option on modal for creating/editing
    • Tax type
    • Deposit type
    • Outsourced type
April 16, 2024

2024 Release 4 Enhancements

EXPANDED RELEASE NOTES

 

UI/UX

  • Contact avatar to initials feedback

 

Contacts

  • Created a financial section in bulk actions

 

Orders

  • Checked for untracked when posting

 

Reports

  • Stock Ordered by Supplier
    • Changed how stock name displays

 

Online Ordering

  • File upload option for checkout
  • Master page in side navigation

 

Other

  • Import Order Request
    • Payment amount
    • Run size
    • Flat size
    • Set receiver
  • Create Ship Types While Creating Customers/Quotes/Orders
  • Create Payment Terms While Creating Customer/Quotes/Orders
  • Create Tax Types While Creating Customer/Quotes/Orders
  • Create Invoice Delivery Options While Creating Customer/Quotes/Orders