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Financial Calculations: Improved the accuracy of margin and profit calculations in sales orders and sales forecast imports. Work Order Planning: Added a "Wanted Date" field to work orders to help the planner schedule items that are not directly linked to a sa...

Changelog New AGV Cart Interface: Introduced a dynamic visual interface for managing and viewing robot cart layouts. Improved Navigation: Added direct links to work orders within the AGV control panel, allowing users to jump to details quickly. Enhanced Servi...

Changelog Enhanced AGV Robot Control: Added a new dynamic visualization for robot carts and introduced direct links to Work Orders within the AGV Control Panel for easier navigation. Improved External Service Tracking: Updated the system to more accurately id...

New Form Fields: Added "Intrix department" to contacts, "Default shipping cost" to country settings, "External invoice number" to delivery notes, and "Incoterm location" to shipping lists. Quote & Sales Enhancements: Improved financial summaries with new VAT ...

Any saved table filter can be linked to the “Send daily filtered email report” scheduled job. Once linked, you receive a daily e-mail with the filter’s current matching rows attached as a spreadsheet — great for “send me everything that matches X every morning...

Enhanced Financial Tracking: Added VAT and Net Total fields to quotes and sales orders for more detailed pricing visibility. New Dashboard Features: Introduced a "Pipeline by stage" widget and expanded date filters to include weekly and custom ranges for bett...

New Features & Improvements Upgraded CRM Dashboard: Added a new "Pipeline by Stage" widget and introduced flexible date filtering across all widgets, allowing you to view data by week, month, quarter, or custom date ranges. Enhanced Quote Management: You can ...

Here is the changelog for version 1.692.4: Enhanced Customs Management: Added new fields for tracking numbers and shipping partners, and introduced tools to generate, preview, and email "Import Disposition" documents directly to forwarders. HR Reward Adjustme...

Enhanced Address Selection: Introduced a new "tree view" for selecting billing and shipping addresses, allowing users to easily pick addresses from related parent companies, child accounts, or specific departments. New Language Support: Added Dutch and Czech ...

Changelog AI-Powered Partner Filtering: Introduced a new search tool for Partners that allows users to filter lists using natural language descriptions (e.g., "partners with red sanctioned status"). Enhanced Order & Partner Details: Added company name fiel...

AI-Powered Filtering: Introduced a new AI filter for Partners that allows you to search by describing what you want to see in plain English (e.g., "partners with red sanctioned status"). Enhanced Order Documents: Shipment documents now display total amounts i...

Changelog AI Sanctions Analysis: Added AI-powered analysis for sanction screenings to help identify likely matches and false positives with detailed reasoning. Field Review System: Introduced a "Review Status" for important product details (like Tariff Codes)...

AI-Powered Screening: Added AI analysis for sanction screening to help identify "likely hits" or "false positives" and provide decision support. Email Enhancements: Added "Reply All" functionality to the mail client and improved how recipient lists are handle...

Here is the changelog for the recent updates: Work Order Enhancements: Added support for Service Task work orders, allowing users to attach serial numbers and sync material and labor values directly to sales orders. AI Sanction Analysis: Introduced AI-assi...

[1.695.0] Account Management: Added a "Replaced Account" field to track account successions and a new option to display department names on PDF documents. Dashboard Enhancements: KPI widgets can now display target goals (e.g., "/ €2M"), and the Overdue Opport...

Delivery Notes: You can now quickly fill in shipping details by selecting an address directly from a partner's profile. Email Client: The subject line is now a required field when composing new messages. Credit Notes: Added the ability to include a handling f...

A batch serial groups several individual serial numbers under one batch (parent) serial number. Batch serials are created through the ERP API — send one batch serial together with all the serials that belong to it in a single request. Only creating is exposed ...

Here are the latest updates for version 1.697.0: Expanded AI Filtering: AI-powered search is now available on more lists across the system, with improved feedback messages when filters are applied. Filter Syntax Help: Added a new help guide (accessible via a ...