ERP release notes
- Release notes
- 2026-04-20
- 2026-04-23
- 2026-04-29
- 2026-05-05
- 2026-05-12
- 2026-05-13
- 2026-05-14
- 2026-05-15
- 2026-05-19
- 2026-05-21
- 2026-05-22
- 2026-05-25
- 2026-05-26
- 2026-05-29
- 2026-06-02
- 2026-06-03
- 2026-06-05
- 2026-06-08
- 2026-06-11
- Release notes API
Release notes
Release notes
2026-04-20
Security & Authentication
- New Login System: Introduced "Clerk" as a secure sign-in provider for the application.
- Sign-Out Improvement: Updated the logout process to ensure all security sessions are properly cleared.
AI Features
- AI Sweet Assistant: Launched a new AI-powered chat assistant to help you analyze and manage your sales pipeline.
- Chat History: You can now save and revisit previous conversations with the AI assistant.
- Quick Access: Use the shortcut
Ctrl + Ito open the AI assistant from anywhere.
Sales & Quotes
- HQ Shipping Control: Added a toggle to individual quote items to specify if they should be shipped directly from HQ.
- PDF Customization: You can now choose to hide tariff codes or child item details (prices and quantities) on PDF documents.
- Automatic Translation: PDF delivery notes and invoices now support automatic translation based on the destination country.
- Email Attachments: Added options to include HS activation codes, licenses, and e-invoices as attachments when sending emails to customers.
- Invoice Syncing: You can now sync billing addresses and payment dates directly from a sale order to an issued invoice.
- New Version Tool: Improved the "Create New Version" button for quotes to streamline the revision process.
- HQ Order Info: Subsidiaries can now view detailed HQ status information, production notes, and shipping/billing addresses for external orders.
CRM & Account Management
- Dun & Bradstreet (DUNS) Integration:
- Search for companies using DUNS data.
- Create new accounts directly from DUNS records.
- Link existing accounts to DUNS to keep information up to date.
- View company hierarchies and family trees.
- Flexible Opportunities: You can now select multiple "Solutions" and "Solution Areas" for a single opportunity.
- Sales Visibility: Sales orders are now visible directly within the Opportunity details page.
- Tenant Linking: Super-admins can now link partners to specific subsidiary "tenants" for better cross-organization data flow.
- Improved Contact Creation: When creating a contact from a department, the department's primary address is now automatically filled in.
Production & Inventory
- Modification Checklists: Added "Required Modification" checklists for serial numbers to ensure all necessary unit updates are completed during assembly.
- Operator Ratings: Production managers can now rate assembly tasks (1–5) to track quality and performance.
- Stock Service Improvements:
- Added a "Whole Goods Receipt Faulty" shortcut to mark all items in a shipment as damaged.
- System now prevents closing a service entry until an "Issue Solution" is selected.
- Statistics Control: Resources can now be marked to be ignored in performance statistics.
- Tariff Code Management: Added a dedicated section to manage and update system tariff codes.
Forecasting & Reports
- Advanced Forecast Imports: Sales forecasts can now be imported from orders across different subsidiaries and tenants.
- Data Export: Added the ability to export product hierarchy sales data to Excel.
- Statistics Queries: Introduced a tool for administrators to create and schedule custom data queries for internal reporting.
General Improvements
- Smart Language Detection: New notes now automatically default to the language of the partner’s country.
- Conference Check-in: The QR scanner now displays participant apparel sizes and gender to speed up gift distribution.
- Timeline Optimization: Improved the activity timeline to load faster and handle large amounts of history more smoothly.
- Refined Search: The "Go To" menu now filters results more accurately based on your specific permissions.
Release notes
2026-04-23
- Added "Stock in finishing" tracking to product inventory and parts lists.
- New user profile setting allows you to receive email notifications whenever a task is assigned to you.
- Redesigned the Changelog viewer to organize general, technical, and API updates into separate tabs.
- Improved table management tools to easily link, view, or remove filters associated with scheduled jobs.
- Simplified the conference check-in tool to automatically handle voucher prefixes during manual entry.
Release notes
2026-04-29
- New Custom Pages Feature: Added the ability to create and manage static HTML pages directly within the administration menu.
- Enhanced CRM Records: Added new tracking fields to Sales Orders, including "Total Net Amount" and "Open Invoice Amount," and introduced a "Request Partial Delivery" option.
- Improved Activity Timeline: Notes and tasks now display "source badges" to show which linked account or opportunity they originated from, and users can now detach linked emails directly from the timeline.
- Smarter Selection Menus: Selection lists for payment terms, delivery conditions (incoterms), and other predefined values now automatically hide disabled options to simplify data entry.
- New Update Notifications: Added a "New update" badge to the navigation bar that alerts users when a new version is available, prompting a page refresh to access the latest features.
Release notes
2026-05-05
- Fixed an issue where the search functionality was not correctly disabled on the Stock page.
Release notes
2026-05-12
- Fixed an issue where Excel and PDF exports failed to download correctly due to authentication errors.
- Added new "Calibration Partner" and "Ordered Calibration" fields to ISO Calibration forms.
- Added a document scanner shortcut directly to the Received Invoices list for quicker access.
- Improved table readability by optimizing column widths and adding sticky headers for item details.
- Updated various labels for clarity, such as shortening "Business Central" to "BC" and refining accounting terms.
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Release notes
2026-05-13
- Improved Exports: Fixed an issue where Excel and bank file exports would fail to download; these now work reliably across all modules.
- ISO Calibrations Update: Added new fields for "Calibration Partner" and "Ordered Calibration" to the calibration forms and details view.
- Document Scanner Access: You can now access the document scanner directly from the Received Invoices list to view or upload attachments quickly.
- Table Enhancements: Improved table layouts with optimized column widths and a new "sticky" feature that keeps details visible even when scrolling horizontally.
- Label Clarifications: Simplified various labels throughout the app, such as shortening "Business Central" references to "BC" and updating accounting terms for better clarity.
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Release notes
2026-05-14
Here are the updates for version 1.678.0:
- Competitor Tracking: Added a new module to manage and track competitors, including the ability to record competitive products and link them directly to sales opportunities.
- Flexible View Switching: Introduced a "View Switcher" for Sales Orders, allowing users to toggle between different layouts (such as CRM-focused or ERP-focused views) based on their needs.
- Enhanced Support Tickets: Improved the help desk integration to display full conversation histories and requester details directly within the ticket window.
- CRM Sales Enhancements: Added functionality to create credit notes for issued invoices and integrated a new "Non-Standard Request Form" for complex sales opportunities.
- Improved Table Layouts: Optimized column spacing and labels across several modules—including Production, Work Orders, and Inventory—to make dates and status information easier to read.
Release notes
2026-05-15
- Increased currency rate precision to four decimal places for more accurate entries.
- Improved the page view switcher to ensure it strictly follows user permissions and access rights.
- Standardized how different views are loaded across the system for a more consistent user experience.
Release notes
2026-05-19
Here are the updates for this version:
- Sanction Screening System: Added a new compliance feature for partners that includes color-coded status badges (Cleared, Pending, or Blocked) and a detailed screening results dashboard.
- Compliance Restrictions: Invoicing and packing are now automatically blocked if a partner’s sanction status is unconfirmed or if an End User Certificate (EUC) is pending review.
- Navigation Fixes: Resolved an issue where links in the Sales Orders and Opportunities tables were redirecting users to the incorrect pages.
- Work Order Improvements: Streamlined the rebooking process to automatically mark associated tasks as complete and added a "sticky" action bar for easier access to buttons on long pages.
- Language & UI Updates: Added Danish language support and improved the visibility of the "Last Note" column in purchase item tables.
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Release notes
2026-05-21
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Fixed display issues where shipping addresses were pulled from the wrong fields on delivery notes and contact persons were missing from printed invoices.
-
Added the ability to select and auto-fill shipping contact details, such as name, email, and phone number, on delivery notes.
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Introduced a new option to synchronize the shipping address from a shipment directly to its related invoice.
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Updated Sales Orders to make shipping and billing name fields visible and editable.
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Added a "Preview not available" notification for document types that do not support instant PDF previews.
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Fixed an issue in the Partner section where information could be lost or overwritten during the sanction screening process.
- Added the ability for users to reset or remove Multi-Factor Authentication (MFA) from their profile settings.
- Enabled administrators to reset MFA for other users.
- Improved the "Expense Event" selection in received invoices to display both account codes and names.
- Updated the default visibility of items within the Sales Order table.
- Implemented general security enhancements to better protect system information.
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Release notes
2026-05-22
Changelog
- Required Production Tags: Added the ability to use and view tags within the Required Production module.
- External Services Calculations: Updated the way material totals and profit margins are calculated for external services to ensure accuracy.
- Improved Partner Selection: Enhanced the display and labeling of partner information when selecting them in forms.
- Sales Order Fixes: Resolved an issue where copying a partner in sales orders failed to include all of their information.
- Product Table Fix: Fixed a display bug where columns in the quality control recalibration table were not working correctly.
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Release notes
2026-05-25
- Added clear instructions during the two-step verification login process to guide users to their authenticator app.
- Fixed an issue where the data sorting in stock statistics PDF exports was incorrect.
- Added the ability to include and group by specific Work Order items within stock transactions and adjustments.
- Simplified the Product Documentation editor interface by streamlining how documents are displayed and selected.
- Updated warehouse selection in stock adjustments to filter for more relevant locations.
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Release notes
2026-05-26
- Added clear instructions and prompts to the login page for users completing two-step verification (MFA).
- Fixed an issue where the column order was incorrect when exporting stock statistics to PDF.
- Added the ability to link stock adjustments to specific work order items.
- Updated stock transaction tables to allow grouping and filtering by individual work order items.
- Refined the list of available warehouse locations in stock adjustment forms to focus on relevant waste locations.
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Release notes
2026-05-29
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Release notes
2026-06-02
- External Services Enhancements: Added the ability to link related services together as "Parent" and "Child" items, including a new "System Total" view that shows a cost breakdown of all linked components.
- Redesigned User Profile: Updated the profile page with a new sidebar for easier navigation between settings, notifications, and work equipment, plus a new section to view your recent login history.
- Improved Printing Options: Added a print menu to Serial number pages, allowing you to quickly print default documents or warranty information.
- Expanded Search & Comparison: Added a "Service / Calibration" status filter to Customs Imports and a new option to include specific materials when comparing Bills of Materials (BOM).
- Excel Export Fix: Resolved an issue where exporting stock and movement reports to Excel would occasionally fail with an "unauthorized" error.
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Release notes
2026-06-03
- Improved scrolling behavior for tables, specifically on the Engraving page.
- Fixed an issue where table content could be cut off by enabling horizontal scrolling in detail views.
- Improved the reliability of saving task reservations.
- Improved update notifications with a new button to quickly load the latest version.
- Delivery date change notifications now include both the original and the new expected dates.
- Added business partner selection to additional product-related forms.
- Barcode labels now display warehouse location information for items in the production flow.
- Added sound notifications to alert users when an AGV (Automated Guided Vehicle) arrives.
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Release notes
2026-06-05
Here are the updates for this version:
- Enhanced CRM Dashboard: Added several new widgets to track sales targets, campaign performance, and account hierarchies, providing a more detailed overview of your sales pipeline.
- Improved Address Selection: The address selector now includes department-specific addresses and features clear icons to distinguish between billing, shipping, and primary locations.
- Streamlined Document Handling: Redesigned the preview interface for invoices and delivery notes, now allowing you to send these documents via email directly from the preview screen.
- Expanded Voice Notes: Added voice recording support to more note fields and expanded language support to include Swedish and Norwegian.
- Real-Time Data Updates: Quotes and Sales Order pages now refresh automatically when data is changed by other users or systems, ensuring you always see the most current information.
- Removed the automatic document preview when clicking on a row in the shipping documents list.
- Added the ability to link directly to specific sections within your User Profile (such as Notifications, Settings, or Integrations).
- Fixed a bug in product types where the "Use in profitability" setting was incorrectly linked to material costs.
- Added a new "Book" button to the goods write-offs page, allowing users to finalize documents directly.
- Updated the calibration task view to display both the "Short Name" and full "Name" for products.
- Improved the way error notifications are displayed when a data export fails.
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Release notes
2026-06-08
Here are the updates for version 1.687.0:
- New Signature Section: You can now add, edit, and delete signatures (including name, department, and work position) on Invoices, Delivery Notes, and Shipping Lists.
- Improved Stock Export: The Excel export on the Stock page now runs as a background task, providing a smoother experience when downloading large reports.
- Expanded Cost Center Support: Added a new "Cost Center DW3.0" field to Fixed Assets, Warehouse Locations, and the Promo Request page for better tracking.
- Automated Transfer Details: When transferring fixed assets, the system now automatically suggests and displays the relevant cost centers based on the destination warehouse.
- Table and Label Fixes: Improved table reliability by preventing column widths from resetting during filtering, and updated various labels (such as "Children total") for better clarity.
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Release notes
2026-06-11
Here are the latest updates to the ERP system:
- Fixed Assets: Added a new "Cost Center DW3" column to the table view for better tracking.
- Invoices Received: Improved the accuracy of invoice items by ensuring tax rates and values update automatically when changing accounts or categories.
- Signatures: You can now categorize signatures by "Type," specifically distinguishing between "Default" and "Logistics" signatures.
- Stock Exports: Added a notification to confirm when an Excel export is being sent to your email instead of downloading directly.
- Form Notifications: Updated error messages to appear as clear pop-up alerts, making it easier to see which fields need correction before saving.
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