v1.27

Version 1.27 Release Notes

Release Date

February 25, 2025

New Features

  • Ship Lines Complete Option Added: Order Lines can now be flagged as Ship Complete (SC on the Line Item in Sales Orders). This setting has also been added to the Customer Import File for mass updating default Order Line behavior, and the Order Print Tool has been updated to consider this setting when flagging Order Lines as eligible for Shipment generation.
  • Scheduled Order Option Revamped: The Schedule Release option on Sales Orders has been renamed to Scheduled and expanded so that Scheduled Orders will not appear as eligible for printing until they fall within the Scheduled Days setting. This setting is managed, in cascading order, on the Customer Location > Customer > Warehouse > Company Admin levels. A Default to Scheduled option has also been added to the Customer and Customer Location levels, allowing Orders for the Customer or Customer Location to default to Scheduled. This setting can be manually updated on the Order level at any time!
  • Transform Lots/Items: A Transform button was added to the individual Item > Lots table, allowing users to transform one item into another while preserving the Lot details. This option is ideal for quickly transforming inventory from one Item to another without generating a Work Order.
  • Quote and Order Creation from Lead/Customer Tables: Users can now generate a Quote or Sales Order directly from the Lead > Quote table or the Customer Sales or Customer Quote tables, allowing for faster creation of quotes and orders by Sales Users.
  • WorldShip Integration Live: WorldShip can now be integrated directly into 10X ERP for our customers who may utilize features of WorldShip that are not native to the existing Easypost integration within our Ship Tool. This includes HAZMAT shipments, Call Tags, or freight orders that can be processed through WorldShip.

Improvements

  • Drop Ship PO Warehouse Forced to be same WH as Associated Order Line: Drop Ship POs are now forced to have the same Warehouse (WH) as the associated Order Line's Primary Ship From WH, allowing them to be more accurately portrayed on the Backorder Tool.
  • Mobile Delivery Tool & Pickup Tool Revamped for Mobile Devices: Updated the interface for Notes, Signatures, and Photos to be more friendly on mobile/cell phone devices. Added fields to the Mobile Delivery Tool for more precise management of Shipment delivery.
  • Location Creation from PO Returns: Added ability to generate a new Location from a PO Return on the fly, allowing for faster completion within the same interface.
  • Counter Sales Tool Improvements: A default Email Template was added to the Counter Sales Tool, and the associated Email dialog was updated for a better user experience.
  • Leads Added to the Customer Table: CRM Leads were added to the Customer Table to help identify potential duplication of Sales efforts. Users can filter for Leads using the new Type filter on the table.
  • Bill of Lading - Multiple Shipments: The BOL generated from the Shipping Dashboard or individual shipments now supports multiple shipment selection. Further feedback is encouraged from users to continue improving this document!
  • Include POD PDF with Invoices by Default: Proof of Delivery PDFs generated from the Pickup and Mobile Delivery Tools will automatically be included with Invoice emails by default. They can be deselected from the respective Invoice email dialog if needed.
  • Import Files Expansion: Added ACH fields to the Vendor Import File and updated Price Import File to allow for any pricing unit, among other updates.
  • Various Table & Reports Updates: Columns and data were added to multiple tables and Custom Reports per user feedback, including the Vendor Name in tables and expanding the width of the Quantity field on the Label Tool when manually adjusting the quantity.

Bug Fixes

  • WO Build Deletion & Associated Sales Order Over-Committing: Cleared a bug where users could over-commit parts to a Work Order and the Sales Order Line simultaneously when an associated Work Order Build was deleted and the SO line quantity was increased.
  • Credit & Debit Sequencing: Updated bug where debits and credits duplicated their sequence numbering with the Match Shipment and Invoice Sequence Number setting turned on, which caused credit and debits to get frozen.
  • Picking Dashboard Multiple Lots: Fixed issue where only the first lot on a Shipment Line appeared on the Picking Dashboard Lines view instead of all associated Lots allocated.
  • Voiding Undeposited Funds Transactions: Voiding transactions that passed through an Undeposited Funds account voided the original and ending deposit transactions but not the pass-through transaction.

Deprecated Features

  • None

Known Issues

  • No reported breaking issues at this time
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