Release Notes

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Release Notes

2020
March 30, 2020

Version 3.15

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Files

  • Auto and manual thumbnail generation  Feature Forum Request
  • Deleting proof files  Feature Forum Request
    • The ability to delete files that have been associated with a proof record
  • Create proof from file table
    • A shortcut icon has been added to files to use to create a proof
  • File URLS
    • The ability to provide a file URL instead of an uploaded image
  • Ability to set a file upload as required

Customers

  • Additional and restyled bulk actions

Contacts

  • Additional and restyled bulk actions

Sales

  • Added total to the Sales page

Items

  • Additional and restyled bulk actions  Feature Forum Request
  • Quote override indication on top level
  • Run Size Autofill on Quick Add modal
  • Added a Press Group Filter to Item Search  Added Enhancement
  • Added Print Outsourced PO to additional pages  Added Enhancement
  • Added Apply to All Option for discounts on default bulk action mode  Added Enhancement

Production

  • Stats Dashboard
    • A dashboard with an overview of the items in production
  • Queue stats   Feature Forum Request
    • Stats for each type of queue that adjust to filtered results
  • Active User Queues
    • A queue for each active user that displays all the work assigned to them regardless of queue
  • Drag n drop sorting   Feature Forum Request
    • A custom sort is availvable for each workflow and active user queue
  • Customizable Views   Feature Forum Request
    • Fields
      • The ability to choose the fields visible for each queue
    • Filters
      • The ability to choose what search filters display for each queue and the order in which they display
    • Statuses
      • The ability to choose which system or custom statuses display on production
  • Multi Assign To field
    • The ability to assign more than one person to an order item
  • Queue access
    • The ability to give access to only the queues a user needs
  • Proof approval and due options
    • The ability to have a proof due date calculate and dates calculate off a proof approval date
  • Due dates from today   Feature Forum Request
    • The ability to calculate due dates from today instead of order, due or proof approval date
  • Activity tracking for queue status   Feature Forum Request
  • Completed status to remove items from WIP
  • Priority Statuses
    • Ability to sort them in priority order
  • Additional filters
    • Stock Status
    • Proof Due Date
    • Proof Approval Date
    • Item Description
  • Sort menu and additional fall back sorts
  • Added Bulk Actions to Notes  Added Enhancement

Inventory

  • Add Online Name to Stock Import/Export
  • Additional links on Stock View and PO
  • Stock PO export
  • Stock Export
    • Added Online Name column
  • Changed the Inventory PO page and document to sort alphabetically by default Added Enhancement

Accounting

  • Payment Save and New   Feature Forum Request
  • Commission Export
    • Added Item Name

Reports

  • Tax Report
    • Added Totals

Documents/Emails

  • Universal tags   Feature Forum Request
    • Tags have been reworked so the all tags and formatting work the same on documents, emails and cardviews
  • Document change log   Feature Forum Request
  • Ability to change
      • Size
        • With fields on the UI for user’s to input
      • Margins
        • With fields on the UI for user’s to input
      • Accent and Font colors
        • With fields on the UI for user’s to input, will replace colors for fields using accent and font classes
  • Ability to generate
    • One workorder per item or multi items on one workorder
    • One purchase order per outsourced or multi outsourced on one purchase order
    • Group shipping invoices
    • Documents for multiple shipments
      • The ability to bulk print invoices, packing slips and labels for more than one shipment at time
    • PDF reports   Feature Forum Request
      • Sales
      • Taxes
      • AR
      • Aging Summary
    • Print and Email Receipt on payments   Feature Forum Request
    • Stock Inventory Label   Feature Forum Request
    • Transactional Statement   Feature Forum Request

Security

  • Workflow
  • Stats on queues
  • Stats page

Additional Settings

  • Time clock total   Feature Forum Request
  • Auto set invoice due date   Feature Forum Request
    • The ability to set days on payment terms to use when calculating invoice due date.
  • Supply Import
  • Added Contact links to Portal Edit
January 14, 2020

Version 3.14

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UI

  • Changed pencil icon to eye icons on pages you enter into a view
  • Stylized tables on customers, contacts, stock, supply, orders and items into card views
  • Renamed fields and placeholders to be more specific
    • i.e. Name is now Order Name
  • Alphabetized or numerically sorts modals and tables that didn’t previously have a sort

General

  • Added file repositories to Order, Customer, Contacts, Stock and Supply   Feature Forum Request
  • Completely separated Employees and Contacts
  • Added tool tips to most screens to give more information about each field
  • Review most import tools and made changes to aid in imports and required field feedback

POS

  • Changed the quick add contact modal to the new contact modal

Customers

  • Added action menus to each Customer on search
  • Now displaying address name in the details panel  Feature Forum Request
  • Added a city search filter
  • Added custom color pickers to override portal colors

Contacts

  • Added action menus to each Contact on search and Customer view

Orders

  • Split Quotes and Orders to separate pages  Feature Forum Request
  • Added action menus to each order and quote on search, Customer View and Contact View
  • Added edit options to the Customer and Contact in the details panel
  • Now displaying address name in the details panel
  • Now display and link to orders quotes turned into or reorders or requotes   Feature Forum Request
  • Change so new orders will use the Order Edit modal
  • Added new customer and contact  modals to the Order Edit screen   Feature Forum Request

Items

  • Added edit options to the Customer and Contact in the details panel
  • When changing a stock the run size will now change based on the stock size
  • Added the ability to search reverse sizes in the Add Stock Modal
  • Added a bulk tool to add and remove statuses at the same time   Feature Forum Request
  • Moved Thumbnail and Preview Files to the File table available on orders, quotes and products
  • Product Attributes
    • Changed attributes lists to have a drag n drop sort order
    • Changed attributes in lists to have a drag n drop sort order
    • Changed Add to Price to be attribute specific

Inventory

  • Added action menus to each stock on search
  • Added a default GL setting for all new stocks   Feature Forum Request
  • Added a starting purchase order number and prefix   Feature Forum Request

Accounting

  • Add the ability to create Outsourced Types and assign GLs to track sales separately

Settings

  • Renamed the Avery label to Shipping Label   Feature Forum Request
  • Added an additional address export for Customers
  • Added 30+ New Icons for Custom Statuses
  • Added a custom option to add any additional Font Awesome icons

Integrations

  • Integrated with another payment processor Card Connect
  • Added the ability to have multi card processors connected

Security

  • Added more variables for :
    • Customers
      • Online Ordering Section   Feature Forum Request
      • Deleting Customers   Feature Forum Request
    • Contacts
      • Deleting Contacts
    • Orders
      • Creating Payments
      • Creating/Importing Shipments   Feature Forum Request
      • Deleting Shipments   Feature Forum Request
    • Items
      • Deleting Items
      • Timer Setup
        • Minimum Type
        • Minimum Time
        • Cost Override
        • Price Override
      • Commissionable
      • Taxable
      • Edit Records
    • Accounting
      • Deposits Tab   Feature Forum Request
      • Payments Tab
      • Entries Tab
      • Revenue Breakdown tab
      • GL Account Breakdown tab
      • Closeout Tab
        • Delete
    • Settings
      • Admin > Account
      • Admin > Configuration
      • Admin > Custom Export
      • Admin > Integrations
      • Admin > Security
      • Admin > Time Clock   Feature Forum Request
        • New
        • Edit
        • Delete
        • Print
  • Changed variable for:
    • Inventory – Stock Edit   Feature Forum Request
      • now includes markup and price scale tables on view
    • Inventory – Supply Edit   Feature Forum Request
      • now includes price scale tables on view

Online Ordering

  • Add a print statement option on Online Balances   Feature Forum Request
  • Added a registration welcome email template   Feature Forum Request
  • Added a system status to identify orders generated from the online
  • Added a search bar for catalogs   Feature Forum Request
  • Added an internal name for catalogs  Feature Forum Request
  • Added duplicate buttons to themes and portals
  • Extended the online search feature to work with product item tags  Feature Forum Requestt
2019
June 4, 2019

Version 3.13 – Enhancement

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Orders

  • Shipments  Feature Forum Request
    • Added a contact drop down and custom text field to shipment addresses
      • Origin will populate with Active Users, default selection will be the receive
      • Billing and Destination  will populate with Customer Contacts, default will be Order Contact
    • Added a Use as Customer drop down to choose which value to send to Shippo and use for shipment generated documents
      • Customer Name will be the default and will use the name of the Customer
      • Location Name will use what ever is in the Locaation/Address Name field

Settings

  • Orders/Items Export   Feature Forum Request
    • Added Item Cost, Graphic Cost and Shipping Cost columns