TRY OUR NEW RELEASE NOTE TRAINING

UI

• General cleanup
• Bulk Action reorganization
  • Changed order of first 8 fields
• Customer Good modal changed to cardview
• Group Template modal changes  Feature Request
• Additional tool tips
• Department Item Page layout changes  Added Enhancement
• Department Item Modal layout changes  Added Enhancement
• Stock Modal Layout  Added Enhancement
• Press Edit changed to modals  Added Enhancement

Customers

• Added a field for multiple Accounts Payable contacts or email addresses  Feature Request
• Added default communications and language to customer defaults  Feature Request
• Customer Default Option selection when creating a customer  Feature Request

Contacts

• Added a Contact created date
  • Available column on export file

POS

• Added sub menus  Feature Request
• Prefill order name  Feature Request  Added Enhancement

Orders

• Shipment CSV Changes  Feature Request
  • Added columns
    • Id for import/export
    • Cost
    • Default Handling Fee Type
    • Default Handling Fee Amount
    • Add Price
• Added Shipment Export options  Feature Request
• Add Group functionality to shipments  Feature Request
• Shippo multi label  Feature Request
• Adding fields to bulk actions  Feature Request  Added Enhancement
  • PO Number
  • Ship Type
  • Tax Type Invoice Date
  • Invoice Due Date
  • Shipping
  • Postage

Items

• Stock Add to Price toggle added
• Department Item Add to Price added
• ‘Averaged’ option for outsourced scales  Added Enhancement

Inventory

• Supplier code length extended (to 75 characters)
•  Added Price Updated column to export file  Added Enhancement

Accounting

• Customer Number add to Applied Order search on Entries
• Links to Order from Entries  Feature Request
• Expanded GL Account Breakdown to Show Items/Orders Feature Request
• Toggle to prevent backdating invoices into a closed out period  Added Enhancement

Reports

• New
  • Detailed Tax Report
  • Customer Profit Report  Feature Request

Online Ordering

• Registration updates
  • Added address fields
  • Change username to prefill with email but is editable
• Added tracking number(s) from shipment(s) to Order Status page  Feature Request
• Ability to print an invoice from online
• Prefill Order Name  Feature Request  Added Enhancement
  • Online Order – Item Name/Group Name
  • Online Order – # of Items
• reCAPTCHA on Registration  Added Enhancement
• Added  online-order class for Order Status   Feature Request  Added Enhancement
• Added Quantity bulk actions to Product Search
• Additional product search filters
  • Press
  • Stock
    • Name
    • Weight
    • Size
    • Color
    • Finish
• Added Item Export to products  Feature Request

Additional

• Zapier triggers for outgoing information  Feature Request
  • Customer Created/Updated (import excluded)
  • Contact Created/Updated (import excluded)
  • Vendor Created/Updated  (import excluded)
  • Supplier Created/Updated  (import excluded)
  • Payment Created
  • Quote Converted to Order
  • Order Placed Online
  • Sync an Order
  • Order Posted
  • Queue Changed
  • Proof Status Changed
• Workflow Templates  Feature Request
  • Added ability to create XML, JDF or JSON templates that can be sent through a hotfolder connection with a file
• Customer Canvas editor
• Stripe Integration
• Add tax rates to additional address import/export
• Added Total Cost and Price columns to Timer Export
• HTML tags
  • Thumbnail Feature Request
  • FIle URL
  • Extend Avatar Tag to Sender (v3.16) Added Enhancement
  • Add Total Page Count for Page Counting (v3.16)  Added Enhancement
  • Credit Card last 4 card digits, expiry and card type   Feature Request  Added Enhancement
• Added Page Entry values smart lists and session memory
• Canned email activity logs
• Credit Card Enhancements Added Enhancement
  • Sending email addresses for online payments to Card Processor
  • Storing last 4 card digits, expiry and card type Feature Request
  • Send invoice number to Card Processor for reference
    • If multiple invoices, will send the phrase ‘Multiple Invoices’
  • Transaction number will be input into reference number field, if field is blank
• Tasks
  • Search filter changed to multi assign to  Added Enhancement
  • Page load speed review  Added Enhancement
  • Filter by logged in user security option  Added Enhancement