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Recently Updated Pages

2026-06-03

ERP release notes Release notes

Improved scrolling behavior for tables, specifically on the Engraving page. Fixed an issue where...

Updated 1 day ago by Admin

Create new sales forecast

Sales Sales forecasts

This action requires the "Create sales forecast" permission. To create a new sales forecast, clic...

Updated 1 day ago by Nejc

Overview

Sales Sales forecasts

Sales forecasts are used in Sales to forecast a company profitability..

Updated 1 day ago by Nejc

2026-06-02

ERP release notes Release notes

External Services Enhancements: Added the ability to link related services together as "Parent" ...

Updated 2 days ago by Admin

2026-05-29

ERP release notes Release notes

Added a new "Related Purchase Orders" section to the detail pages for Opportunities, Quotes, an...

Updated 6 days ago by Admin

2026-05-26

ERP release notes Release notes

Added clear instructions and prompts to the login page for users completing two-step verificatio...

Updated 1 week ago by Admin

2026-05-25

ERP release notes Release notes

Added clear instructions during the two-step verification login process to guide users to their ...

Updated 1 week ago by Admin

2026-05-22

ERP release notes Release notes

Changelog Required Production Tags: Added the ability to use and view tags within the Required P...

Updated 1 week ago by Admin

2026-05-21

ERP release notes Release notes

Fixed display issues where shipping addresses were pulled from the wrong fields on delivery not...

Updated 1 week ago by Admin

Delete payment term

Code lists Payment terms

Updated 2 weeks ago by Nejc

Update existing payment term

Code lists Payment terms

Updated 2 weeks ago by Nejc

Create new payment term

Code lists Payment terms

Updated 2 weeks ago by Nejc

Overview

Code lists Payment terms

Updated 2 weeks ago by Nejc

Requirements

Admin Promo and Work Equipment

Merch order If promotional product is not in stock, it needs an active Rebook BOM with reselling...

Updated 2 weeks ago by Nejc

Request missing work equipment

Admin Promo and Work Equipment

This action can only be performed by department heads. To request work equipment, open the "workf...

Updated 2 weeks ago by Nejc

Pickup products

Admin Promo and Work Equipment

After reservation and rebook tasks are completed, the assigned user receives a  task to pickup pr...

Updated 2 weeks ago by Nejc

Reservation and rebook

Admin Promo and Work Equipment

The process of requesting promo or work equipment, the system performs several steps in the follo...

Updated 2 weeks ago by Nejc

Request promo

Admin Promo and Work Equipment

To access this page, the "request promo" permission is required. On this page, users can create p...

Updated 2 weeks ago by Nejc

Receive new MO order

Admin Promo and Work Equipment

Updated 2 weeks ago by Admin

2026-05-19

ERP release notes Release notes

Here are the updates for this version: Sanction Screening System: Added a new compliance feature...

Updated 2 weeks ago by Admin