Release Notes

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Release Notes

2020
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
May 3, 2019

Version 3.13

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General

  • Added a help icon to most pages with access to related articles, FAQ, videos and forum topics

Customers

Orders

Items

Inventory

  • Purchase order status will change to sent when an email is sent
  • Stock Edit Modal
    • added the ability to create colors, finishes, weights and sizes when creating or editing a stock    Feature Forum Request
  • Bulk Remove Stock Tags
    • Added a remove option in bulk actions and change the behavior of the stock import/export
  • Track Stock Inventory
    • Changed the system to always track PO’s and stock usage
    • Current Track Stock option will become Inventory Warning to warn of no stock or prevent posting on items with no stock to pull
  • Added Item Reservations to add to PO    Feature Forum Request
    • Item View (in or out of edit mode) added an Add to PO button
    • Items will now track the PO’s they are on
    • From a PO you add by an item that is Stock Requires Order (that isn’t on order currently)
    • Stock will automatically allocate when PO is received
  • Added the ability to import intital on hand values
  • Added an import tool to adjust on hand records

Accounting

  • Manually Enter Invoice Date   Feature Forum Request
    • Renamed to Can Manually Enter Invoice Date
    • Will now hold any date the is entered or if left blank will fill with today

Reports

  • Accounts Receivable
    • Added bottom totals for Invoice Total, Balance and Paid
  • Customer Deposits
    • New report that provides the Customer Deposits as they were up until a specified end date
  • Sales by Customer
    • Added totals to Subtotal, Shipping, Postage, Tax and Total columns
  • Sales by Sales Rep
    • Added totals to Subtotal, Shipping, Postage, Tax and Total columns
  • Stock Usage
    • New report that provides usage information for each stock

Setttings

  • Added Budget support  Feature Forum Request
    • Can create budgets for one time, specified periods or open ended
    • Can roll over amounts and include shipping, taxes or postage
    • Can assign to contacts, and customers for admin access
    • Used at an item or online product level
  • Added ability to edit attached documents on email records
  • Orders/Items Export  Feature Forum Request   Added Enhancement
    • Added Item Cost, Graphic Cost and Shipping Cost columns

Online Ordering

  • Added the option to choose your default portal (for orderprintnow.com)
  • When logging into orderprintnow.com, user will be directed to their default portal