v1.29

Version 1.29 Release Notes

Release Date

March 21, 2025

New Features

• Embedded Metabase (Customized) Reports: Metabase Reports and Dashboards can now be embedded directly into 10X ERP. To see this section, the user permission must be set to VIEW . This new feature is a first step in pushing highly customizable reports into 10X. Embedding these reports as part of our Professional Services will allow for direct access to any customized reporting and dashboards using your real-time data, and allows us as 10X to iterate 4-5x faster than previously.
• Generate/Add To Transfer from Purchase Tool: Transfer Orders can now be created directly from the Purchase Tool, allowing users who run multiple locations to manage inventory between warehouses more seamlessly.
• Generate/Add To RFQ from Purchase Tool Reports: Vendor RFQs can now be created from within Purchase Reports, allowing users more flexibility from the purchase reports to obtain updated pricing for parts.
• Export all Min/Max from Purchase Tool: Item Min and Max Settings can now be exported directly from the Purchase Tool by clicking the appropriate button. This will export all Min/Max settings for the various items, allowing quicker review, updating, and importing for new values if not utilizing the Purchase Reports.
• Usage Months Added to Min and Max Multipliers: Users can now set the Usage Months the system should use for the Min and Max multiplier settings on an Item Warehouse level. Previously, the usage months defaulted to 12 months (one year). This will allow more granular min/max settings for items that turn frequently.
• Management/Reporting Cost Expansion: We have deployed the first pass of some management gross profit calculation updates and plan to work with clients to dial in the below settings further. The result will be consolidated Loaded Cost and Loaded GP % fields appearing in their relevant location(s) on Quotes, Sales Orders, and their associated transactions and tables.
  • Landed Cost Updates: Users can now include Landed Costs from the Add Ons area of associated Purchase Order Bills by checking the Include in Landed Cost checkbox on the Add on of the Bill. This option will first need to be turned on in Admin Settings to appear. NOTE: Landed Costs should appear on already shipped and invoiced orders if the Bill comes in later!
  • Non-Keep/Tracked Item Cost Option Added: From the above List Cost rule updates, users can now set a List Cost on a non-Keep/Tracked Item, and the associated costs will appear on Orders, Shipments, and Invoice cost calculations. This setting must be turned on in the Admin Settings Loaded Costs section to begin appearing.
  • Working Cost Option Added: A Working Cost option was added and can be managed in Admin Settings, Loaded Costs . Turning this on will allow clients to add a specific % to each Order (Shipment/Invoice) to ensure GP% is covered more granularly when determining Sales Price.
• Print Multiple Copies of Shipping Docs from Dialog: WO Builds and Shipping Document PDFs (Pick, Pack, CoC) now can print multiple copies from the associated Print Dialog. Deafult settings can be updated today in Admin Settings but will soon be moved to Admin Templates, where each Email Dialog default will be managed.

Improvements

• User-Defined COST and PRICE Rules, List Cost Rule Implemented: When setting up a Cost/Price Rule, users can now select whether the rule is COST or PRICE in the upper left of the rule, automatically selecting the fields that relate to each rule (Vendor or Customer, for example). All existing rules have been converted per their existing location. This also allows List Cost rules that can be applied with the Non-Keep/Tracked Item Cost Option .
• Drop Ship Lines Excluded from % Filled Calculations on Order Print Tool: Lines linked to drop shipments are now excluded from calculations on the Order Print Tool, bringing greater visibility and accuracy to eligible lines.
• Sales Tax Reporting Updates: Update the Sales Tax Import and the ability to send all non-taxable invoices to the TaxJar integration for fully automated filing.
• Lot Expiration Date Calculation Updates for Assemblies Closed on WO Builds: The expiration date calculation was finicky when closing an assembly from a WO Build. This has been hardened to perform more as expected, pulling from the Shelf Life of the Assembly (if input) or from the underlying components' Shelf Life.
• Financial Reporting Updated for Fiscal Year in Admin: Modified accounting reporting to more accurately represent fiscal years based on admin settings for the beginning of the fiscal year.
• QC Notes Print on Picking Slips: Notes included when flagging a Sales Order for QC will now appear by default on all Picking Slips, ensuring a higher level of communication on internal documentation.
• RoHS, DFARS, and Prop 65 Options Added to Item Level & PO Receiving Option: Clients requiring this information can now add these settings on Lots and set them to be included by default on an Item Level. These options can be turned on and defaulted to appear on PO Receipts from the Global Item Settings area of Admin Settings.
• Customer PO Added to Proof of Delivery PDF: The Customer PO from the related Sales Order was added to this PDF for better traceability for the end Customer.
• Various Hyperlink and Table Updates from User Feedback: Updated hyperlinks and table views to be more directed to helpful information per user feedback.
• Blanket Option added to Purchase Orders: A Blanket checkbox was added to Purchase Orders and their associated Summary Table, allowing users to flag these types of POs for more granular review and management.
• Last Page Only Footer Option Added to PDFs: PDF footers can now be assigned to print on only the last page of the PDF group instead of all pages. This can be adjusted using the Document Template of the associated PDF.

Bug Fixes

• Reconciliation Date Range Selection Update: Modified the date range selector on Reconciliation Reports to pull in the date range selected instead of excluding the beginning date.

Deprecated Features

• None

Known Issues

• Additional PDFs Printing from Work Order Builds: The WO Build paperwork is printing after closing when generating an associated Shipment. The fix is in process and should be out by March 26th. Thank you for reporting!
• No reported breaking issues at this time.