v1.38

Version 1.38 Release Notes

Release Date

August 8, 2025

New Features

  • Hide/Show Columns on ALL Tables! As one of the first major steps to making our tables flexible for user preferences, users can now hide or show any of the columns on every table in the app! This includes not just the main tables (like Sales Order, Purchase Orders, or Items) but also all Dashboard, Tool, and data entry tables. Just click the columns icon next to the export icon above the table, and select which columns to hide/show.
    • We'll be working to allow moving/arranging the columns within the next few releases, followed further out by allowing dynamic searching/filtering of column data!
  • Component & Subcomponent Specific Printing from Label Tool: Users can now select which components or subcomponents, at any level, of a Work Order Build they would like to print. This allows more granular printing of labels, as well as control over printing of labels for kits within kits components!
  • Create Quote from VMI Tool: Users have the option now to either create a Sales Order, as was already in place, or a Quote from the VMI Tool!
  • Optional Hold on Pre-Authorized Credit Card Payment Capture: When utilizing the pre-authorization option for credit card processing, payments are automatically captured at the time of invoice creation as long as they have sufficient funds authorized. We have added an option to the Stripe Integration Settings that will force the manual capture of the pre-authorized amount and allow users to review the invoices before the amount is captured.

Improvements

  • Various System Performance Improvements: We implemented benchmarking for various system services to ensure performance is not negatively impacted during future releases. This will provide consistent internal measurements to ensure we maintain or improve the critical background processes that help the system be snappy and responsive to users as we keep building substantial integrations and more feature build-out.
  • Release a Credit Hold From Sales Orders: Users with Credit Hold Release permissions can now release a Credit Hold from the red Hold banner message within an Order directly instead of having to go to the Admin table. Note that the Sales Order must be published before this option will appear!

  • Landed Cost Calculation & Appearance Updates: We continue updating and aligning how GP% and Landed Costs appear in various locations, with a heavier focus on the Sales Orders and Shipments, and their associated tables. This information has been added to a number of Item Tables under the name Unit Loaded Cost.
    • Please report any locations where the calculations appear off so we can continue improving!
  • Work Order Drawer from Item Inventory: Updated this drawer to show if the item was committed on a Work Order as well as on a Work Order Build for greater item visibility.
  • WorldShip Integration Updates: Updated the automated email service to send Shipping Confirmation emails in a similar fashion to the Ship Tool emails when utilizing the WorldShip Integration. We also added functionality to not auto-close WorldShip shipments a second time automatically if a user deletes the associated Draft Invoice, allowing users to manually review the reason why and proceed forward after confirmation.
  • Warehouse WH Added as Group By Option to Reports: Various reports now have WHas a group by option, allowing more standard review of warehouse and branch-specific details without needing a custom report.
  • Search Items by Parent Category: Users can now search for items by their Parent Item Category in various table locations, allowing users to see all the subcategory items of a parent without clicking through each Item Category.
  • Removed Qty=0 Components from WO Build PDFs: We removed unnecessary component lines on the WO Build PDF, lowering the chance of mis-picking when building Work Orders.
  • Item Backorders Added to Detailed Receiving Worksheet (DET REC WS): In addition to Sales Orders and Work Orders that may have parts allocated to them, the backorder list for the received item has been added to the worksheet for better item visibility and management at receiving.
  • Text Wrapping on Labels: Text that overflows the edge of a label will now automatically wrap to the next line of the label. Be mindful to space other fields as needed if you expect wrapping to occur frequently!
  • Shipment Details Added to Ship Tool Shipment Selector: Customer ID, Carrier, and Ship Method were added to the dropdown shipment selector on the Ship Tool, allowing users to more quickly see and validate if the proper shipment is being selected.
  • Various Table Name Additions: Customer Name and Item Description, among some other requests, were added to various table views.

Bug Fixes

  • Mobile Delivery Tool Log Not Showing Signature & Pictures: The log on the Mobile Delivery Tool wasn't allowing users to see or preview the captured signature or photos. All information was pushed and stored with the Shipment, while this table has been updated to properly show these again.
  • Custom Unit Calculations on PO Returns: The system duplicated the PO Credit Amount on initial page loading when an Item Custom Unit was the return UM.
  • Automatically Turn Off Deleted Custom Attributes: Deleted Custom Attributes could still be flagged to appear on summary tables, causing table rendering issues. This was fixed to ensure all settings turn off when the custom attribute is deleted.

Deprecated Features

  • None

Known Issues

  • No reported breaking issues at this time
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