v1.54

Version 1.54 Release Notes

Release Date

April 30, 2026

New Features

Serial Numbering on PO Receiving, Shipping, and Invoicing: Serial number capture has been expanded across the procurement and fulfillment workflow. Users can now capture, edit, and print serial numbers when receiving against a Purchase Order, building Shipments, and generating Invoices — with serials propagating onto the relevant PDF documents.
Create PO for Components & Subcomponents Directly from a Sales Order: When creating a PO from a Sales Order, backorder assembly items now allow you to select any backordered components or subcomponents for direct linking!
Substitute Items: Define Substitute Items at the item level so that approved alternatives surface as recommendations when the originally requested item is short or unavailable. Substitutes will appear on Quotes and Sales Orders so reps can quickly offer the alternative without leaving the line.
Edit Logo & Business Address Spacing on PDF Documents: Users can now adjust the size and spacing of their logo on all PDFs, as well as where their Business Address appears on the PDF paperwork! Adjusting the whitespace should allow clients' logos to appear larger if they wish and give them flexibility to adjust the spacing to fit any mail-window needs for printed invoices. Check out and update in Admin > Template > Documents!
Allow Linking of Transfer Orders to Sales Orders: The option to Create TO (Transfer Order) from a Sales Order and link Transfer Orders to Sales Orders has been finalized and is live! Linking will take place in the same backorder queue as POs for a more streamlined view of all link options.
Parent Vendors (Remit To Vendor) Added to Vendors: AP Bills now support a separate Remit To Vendor designation, so payment can be directed to a parent vendor while the original Purchase Order remains tied to the operating vendor. This streamlines payment processing for vendor families and centralized billing relationships.
Item Availability Added to Line Item Search: The line item search component now displays per-location stock availability directly in the search results, so users can see at a glance which warehouse has the item on hand while building Quotes, Sales Orders, and Purchase Orders.
Placeholder Unit Cost on Quote & Sales Order Lines: Add a Placeholder Unit Cost to line items on Quotes and Sales Orders for items that don't yet have a known landed cost. The placeholder cost will carry forward to any linked Purchase Order and will be overwritten by the actual cost once the PO is received.
Searchable Tags on Customer & Vendor Entities: Free-form tags can now be added to Customers (with Vendors coming in the next release!) and are fully searchable in the main search bar, as well as on associated entities.
Static Device Signature Capture: The Counter Sale Tool and Pickup Tool workflows now support pairing a separate tablet for customer signature capture at the point of sale, keeping the cashier-facing screen free to ring up the next transaction.
PDF Export for Income Statement & Balance Sheet: Both the Income Statement and Balance Sheet can now be exported directly to PDF for easy sharing with leadership, board members, and external accountants.

Improvements

Prevent Duplicate Freight Add-ons on Prepay & Add Invoices: Added a guard against accidentally adding the same freight add-on twice in prepay-and-add invoicing flows.
UPC Field Added to Item & Custom Unit Import Files (and Searchable): As the Counter Sales Tool upgrade continues, the UPC has been added to the Item Import File and the Item Custom Unit Import File for mass updates to Item UPCs. Item search now also matches against Custom Unit UPC codes, so scanning or typing a unit-level UPC will surface the parent item.
Allow Backwards Dated Inventory Dead-Stock Write-Offs: Users can now adjust the timing of dead stock write-offs, when using the Dead Stock Tool in Admin, backwards to any date that is after the current Closing Date (Locked Period). This will assist with timing year-end inventory write-offs for tax purposes.
Proof of Delivery (POD) Template Added: A Proof of Delivery (POD) Template was added to the Admin > Documents section, along with the ability to adjust the logo size and spacing at the top of the PDF.
EDI Status Banner on Sales Orders: Sales Orders that flow through EDI now display a status banner at the top of the order summarizing the current EDI state (acknowledged, shipped, invoiced, etc.), so users can see at-a-glance where an order is in the EDI lifecycle without leaving the SO.
New Permission: Edit Invoice: A dedicated Edit Invoice permission has been added so that the ability to edit a published Invoice can be granted independently of broader accounting permissions. This permission now also controls whether a user can delete a published Invoice, keeping invoice-affecting actions tied to a single permission.

Sales Order Overview PDF — Picking Locations & Committed Qty: The Sales Order Overview PDF now includes the picking location for each line, as well as the currently committed quantity, giving warehouse and customer service teams a more complete picture in a single document.
Always Show Subtotal on Order Acknowledgment: The Order Acknowledgment PDF now always renders the Subtotal line, even when there are no add-ons or freight charges, to maintain consistent document layout.
Default Stripe Deposit GL for Credit Card Payments: When taking a credit card payment via Stripe or a Credit Card method, the Deposit to GL now defaults to the GL account configured on the Stripe payment method, removing a manual step for every CC payment.
Work Order Column on Sales Order Lines Table: The Sales Order Lines table now includes a WO column that shows the linked Work Order(s) for each line, so reps can see manufacturing status without drilling in.
Item Category Filter on Backorder Tool: Item Category is now available as a filter/column on the Backorder Tool, making it easier to triage backorders by product line or warehouse team.
Postal Code on Sales Tax Jurisdiction Report: The Sales Tax Jurisdiction Report now includes the postal code from each invoice address, useful for jurisdictions where rates vary by ZIP+4.
Prevent Negative Values in Payment Terms Fields: Payment Terms fields now reject negative values during entry, preventing accidental data entry that could distort due-date calculations.
Print Log Updates: The print log has been updated to capture additional context about each print event, improving traceability when reconciling document output.
Hardened API Authentication: API authentication now uses hashed, multi-key credentials, allowing safer key rotation and improved auditability for integrations.
Refactored SO/WO Print Eligibility Filters & Formatters: Print eligibility logic for Sales Orders and Work Orders has been refactored for consistency, resulting in more predictable behavior in eligibility tables and exports.
Customer Tax Info Permission Now Tied to Credit Details: Editing customer tax info is now governed by the Credit Details permission rather than the broader Customer Edit permission, allowing finer-grained access control for AR teams.

Bug Fixes

PDF / Document Printing Fixes: Cleared a cluster of PDF generation regressions affecting logo display (intermittent missing logo on Troop documents), blank-page output on certain invoices, blank pages when using the temporary company logo option, and column truncation on Picking Slips, Work Order Build documents, and the Cycle Count Report.
Purchase Order Open Status After Edited Receipt: Fixed a bug where the PO Open Status was not updating correctly after a Receipt against the PO was edited.
PO Receipts Table Line View Not Showing Received Items: Fixed a regression where received items were not appearing in the PO Receipts table line view until the receipt was reloaded.
500 Error When Adding New Items to a Purchase Order: Cleared an internal server error that could occur when adding brand-new items directly to a Purchase Order.
Internal Server Error on Transfer Shipment Creation & Printing: Fixed a 500 error encountered when creating and printing certain Transfer Shipments.
Work Order ↔ Sales Order Linking: Resolved a cluster of WO linking bugs — missing SO link on Work Orders after processing, mismatch between WO Quantity and Committed Quantity, and incorrect creator attribution on auto-created Work Orders after a credit-hold release.
Prevent Deleting Sole Line Item from Shipment: Users can no longer delete the last remaining line on a Shipment, which previously left the Shipment in an invalid state.
Stale Link Banner After Unlinking PO from Sales Order: Fixed a bug where the link banner persisted on a Sales Order even after the linked Purchase Order was unlinked.
Stale Cross-References in Label Tool: The label tool was showing stale cross-references for items that had no xrefs configured; this has been cleared.
Incorrect Unit Loaded Cost on Item Page: Fixed an incorrect calculation of Unit Loaded Cost shown on the Item page.
Future-Due Bills in AP Current Column: Fixed Accounts Payable > Vendors Due Date so that future-due bills correctly fall into the “Current” column.
Sales Order Save & Print Performance: Improved performance of the Sales Order save and print-view generation paths.
EDI 856 Exclude Deleted Shipment Lines: 856 transactions now correctly exclude deleted shipment lines.
Amazon Inventory Not Updating After Bulk Upload: Fixed an issue where Amazon inventory was not updating following large bulk-upload jobs (17,000+ items).
CRM Activity Due Date Off-by-One After Saving: Cleared a bug causing CRM Activity due dates to shift to the previous day after saving.

Deprecated Features

None

Known Issues

No reported breaking issues at this time