Version 3.13
June 4, 2020Version 3.15
June 4, 2020
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
- 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
- Settings
- Admin > Account
- Admin > Configuration
- Admin > Custom Export
- Admin > Integrations
- Admin > Security
- Admin > Time Clock Feature Forum Request
- 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