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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 cons...
Pickup products
After reservation and rebook tasks are completed, the assigned user receives a task to pickup products. This can be done at the warehouse window. Promo order pickup If the order is for promotional products, the task is assigned to the requester. Once product...
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...
Request missing work equipment
This action can only be performed by department heads. To request work equipment, open the "workflow approval" page and and select the "Missing work equipment" button in the "Actions" section. You will see a list of required work equipment, where you can sele...
Reservation and rebook
The process of requesting promo or work equipment, the system performs several steps in the following order. 1. Work orders are created for rebooking These work orders are used to get required material for purchasing 2. System hourly check for available ...
Requirements
Merch order If promotional product is not in stock, it needs an active Rebook BOM with reselling material and technology rebook. The rebook BOm should contain the promotional product's reselling counterpart.
Receive new MO order
Overview
Create new payment term
Update existing payment term
Delete payment term
2026-05-21
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 num...
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. Impro...
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 Ord...
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 o...
2026-05-29
Added a new "Related Purchase Orders" section to the detail pages for Opportunities, Quotes, and Sales Orders. Improved Lead management by automatically carrying over address information when creating new contacts and adding warnings for missing email addr...
Stock Management
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...