v1.14

Version 1.14 Release Notes

Release Date

August 8, 2024

New Features

• Item Note Visibility: Notes tagged to specific Customers on Items have been given greater visibility by incorporating a filterable Item Note Type. We also added the item number, which is hyperlinked, to the note when viewing it on a customer or vendor.
• Reordering Lines on Entities: Updated the ability to change Line Numbers on Sales Orders and Quotes and aligned them with other entities. This allows users to update line numbers more easily.
• Backorder Tool Updates: Removed Hold status Orders from the Backorder Tool.

Improvements

• Future Orders Included in Purchase Tool Calculations: We modified the Purchase Tool calculations to take into consideration Future Orders when flagging items for replenishment, giving a more granular view for long-lead type items.
• Pickup Tool - Shipments Marked PICKED When BIN Assigned: When adding a BIN to the Pickup Tool Shipment the Shipment is now auto-marked as PICKED, helping better manage these Shipments and auto-notifying the Customer more readily.
• Label Tool Improvements: Continued updates based on user feedback, including more flexibility with label custom variables and flexibility when adjusting quantities.
• Adding Components on the Fly Updates: We've added the ability to create components on the fly in Quotes in addition to Sales Orders. We've also added the capability to flag an Item with Components without adding a component to it. NOTE: Components on the fly lock (non-editable) after publishing a Sales Order or Quote; we'll be expanding functionality to allow this over the next few releases!
• Prepay & Add Invoice Write-Back Updates: If using the Prepay & Add write-back feature for Invoicing, more granularity has been given to update the Handling Charge amount.
• Log Permissions Details: We added unique permissions for each Log in the Admin > Logs section to better control who can view each Log. NOTE: Permissions are defaulted to None when new deployments are made, but they can be updated to see the logs by adjusting the Users' template permissions or individual permissions.
• Easypost Auto-Discovery of New Carriers: Users have more control over adding new Easypost Carriers. There is a button to sync carriers in Admin > Shipping that can be used to add new carrier accounts on Easypost. This gives our users more flexibility to manage their carriers independently.

Bug Fixes

• Copying Order to New Customer: Improved copying Orders and Quotes to a new Customer when various settings weren't set for the Customer that were previously causing errors.
• TaxJar Updates: Various clean-ups of TaxJar reporting and validation based on user feedback, including add-on updates and zip code adjustments.

Deprecated Features

• None

Known Issues

• No reported breaking issues at this time