v1.20

Version 1.20 Release Notes

Release Date

October 31, 2024

New Features

Optional Detailed Lot Tracking at Company and Item Level: The required Mfg Date and CoO fields for Lots can now be turned off on both a Company Level and an Item Level! Check out the How To Doc on this one for more details on managing this moving forward for your company and items.
CRM Released: 10X has implemented the first version of our CRM! This can be turned on in Admin > Settings and managed more granularly in Admin > CRM. If you'd like a tour/intro, please reach out to Mike Kolker. We'll look to continue improving this based on user feedback and are excited to see where it will go!
QuickParse Released: 10X has formally launched our QuickParse integration, which can take a PDF provided by a customer or vendor and parse the information simply by dragging and dropping it into 10X! This integration is ideal if a customer or vendor sends POs and acknowledgments in a standard format each time. Please reach out to Mike Kolker for more information on implementation and pricing!
Adjust Label Quantity and Quantity on Work Order Build Labels: Added flexibility to the printing of Labels when generating a WO Build. Rather than needing to print from the Label Tool, users can now adjust on the fly the Label Qty and Qty to print on the associated labels directly on the system popup.
New Customer Default Settings: Added default settings for new Customers to Admin > Settings. Default Payment Terms Credit Limit and other settings can now be managed on a company level.
Change Account on AR & AP Payment Records: If users have edit permissions to System Transactions, they can now adjust the account directly on an AR or AP Payment record. This will also update the underlying journal entry.
Change Vendor on Manual Bills or Customer on Manual Invoices: A user with edit permission to System Transactions can change the Vendor or Customer on a Manual bill or Invoice (including Credits). This should help when the Vendor or Customer was put on in error, making it unnecessary to credit out the erroneous Bill or Invoice before creating a new one.

Improvements

Reconciliation Table Consolidation by Deposit/Payment: Users can now consolidate the Reconciliation Table by Deposit (AR) or Payments (AP), making it easier to align with how the bank statement will typically appear. Simply switch the new Consolidate setting to Yes .
Editing Component On-the-Fly to Published Lines: Users can now update components on-the-fly for published lines on Quotes and Sales Orders. Previously, this functionality was limited to Draft status Quotes and Orders.
Line Notes Moved to More Prominent Position: Line Notes were moved to the left of most tables rather than on the far right, allowing for easier updating and viewing of Line Notes on all entities, including Sales Orders, POs, Quotes, etc.
Expanded Item Field When Entering Line Items: The item display has been expanded to show more of the Item Description when entering parts on entities. More information is expected to be added to this newly expanded field over time!
Warning Message when Over-Receiving: If a user is over-receiving parts on a PO receipt, a red icon will appear on the over-received PO Receipt Line, and a secondary confirmation over-receipt popup will appear.
Flexibility to Payment Terms and Methods for Credit Cards: The settings have been updated to allow more flexible management of Payment Terms and Methods for Credit Cards. Users can now select which terms and methods trigger the various credit card options.
Financial Reporting Format Updates: The thousands comma separators were not appearing in all instances as expected, and they now should.
Various Dashboard & Table Improvements: Based on user feedback, additional helpful fields were added to Dashboards and default table views.
Various Import File Updates: A number of import files were expanded to include new fields to better manage data updates in mass.

Bug Fixes

Usage Calculation Updates: Updated usage calculations based on user-noticed issues. We will continue refactoring these calculations for further improvements over the next 2-4 weeks.
Signature Capture on Pickup Tool: Fixed sporadic capturing of signatures on the Pickup Tool. This was occurring if the Tool updated between the time the signature was opened and signed.
Removed Deleted Locations from Inventory Dashboard: Deleted Locations have been removed from appearing on the Inventory Dashboard.
Net Income & Retained Earnings on Financials: Updated calculations to ensure alignment between the Balance Sheet and Income Statement for these accounts based on the date range selected.
Batch Numbers added to Label Tool: Batch numbers didn't appear as expected on the tables.

Deprecated Features

None

Known Issues

No reported breaking issues at this time