Recently Updated Pages
2026-06-03
Improved scrolling behavior for tables, specifically on the Engraving page. Fixed an issue where...
Create new sales forecast
This action requires the "Create sales forecast" permission. To create a new sales forecast, clic...
Overview
Sales forecasts are used in Sales to forecast a company profitability..
2026-06-02
External Services Enhancements: Added the ability to link related services together as "Parent" ...
2026-05-29
Added a new "Related Purchase Orders" section to the detail pages for Opportunities, Quotes, an...
2026-05-26
Added clear instructions and prompts to the login page for users completing two-step verificatio...
2026-05-25
Added clear instructions during the two-step verification login process to guide users to their ...
2026-05-22
Changelog Required Production Tags: Added the ability to use and view tags within the Required P...
2026-05-21
Fixed display issues where shipping addresses were pulled from the wrong fields on delivery not...
Delete payment term
Update existing payment term
Create new payment term
Overview
Requirements
Merch order If promotional product is not in stock, it needs an active Rebook BOM with reselling...
Request missing work equipment
This action can only be performed by department heads. To request work equipment, open the "workf...
Pickup products
After reservation and rebook tasks are completed, the assigned user receives a task to pickup pr...
Reservation and rebook
The process of requesting promo or work equipment, the system performs several steps in the follo...
Request promo
To access this page, the "request promo" permission is required. On this page, users can create p...
Receive new MO order
2026-05-19
Here are the updates for this version: Sanction Screening System: Added a new compliance feature...