Version 1.58 Release Notes

Release Date

June 25, 2026

New Features

Custom Attributes for Order Documents: Admins can now define custom attributes (text, boolean, select, etc.) on Sales Orders, Quotes, Purchase Orders, RFQs, Work Orders, and Warehouse Transfers, enabling users to categorize and flag documents for reporting and filtering.
Delete and Edit Published AP Bills: Users can now delete published AP bills when no payments have been applied, and edit the bill date on published bills. Deletion is blocked if payments are linked to the bill, ensuring data integrity while providing flexibility for bill management.
Barcode Scanner Support for Counter Sales: Counter sales now support barcode scanning to quickly add items to orders. Scan a barcode to automatically add one unit of the item; multiple scans of the same item roll up into a single line with the cumulative quantity. The system recognizes UPC codes, cross-reference IDs, and item IDs, automatically populating the associated unit of measure.
Control Cost and Gross Profit Visibility by User: Admins can now grant or restrict visibility of Cost and Gross Profit % data for individual users through a new permission in the Sales group. When restricted, all cost and margin information is completely hidden across the system, including Sales Orders, Quotes, Inventory screens, reports, and detail modals, ensuring sensitive pricing data remains confidential while users retain full access to other sales features.

Improvements

Pickup Workflow Post-Completion Printing Options: After completing a pickup and collecting a signature, users are now prompted with document printing options including packing slip, proof of delivery, invoice, and Stripe credit card receipt when applicable. Multiple documents can be selected and printed in a single workflow, streamlining the pickup completion process.
Automated Inventory Adjustment to Standard Cost: Inventory can now automatically adjust to standard cost when deviations occur, such as during PO receiving or cost file imports. The system creates journal entries nightly between Inventory and Inventory Adjustments accounts, tagged with Standard Cost Alignment, ensuring your inventory valuation stays aligned with current standard costs without manual intervention.
Enforce Serial Number Entry at Shipment Completion: Items can now require serial numbers to be entered before a shipment completes, similar to the existing invoicing requirement. When enabled on an item, the system enforces that serial number quantities match the shipment quantity across all completion paths, Ship tool, Pickup tool, Mobile Delivery, and bulk actions, preventing shipments from completing until all serials are captured.
Avalara Tax Amount Override Support: You can now override tax amounts directly on invoices submitted to Avalara, in addition to overriding tax percentages. This enables liability adjustments with $0 line prices and positive or negative tax amounts, which are properly submitted to Avalara without affecting sales amounts.
Purchase Tool Accounts for Available-to-Make Inventory: The Purchase Tool now factors in available-to-make inventory when calculating suggested purchase quantities, ensuring recommendations reflect actual production capacity. A new toggle lets you include or exclude available-to-make in calculations, while respecting your configured minimum and maximum quantity constraints.
Improved HubSpot Contact Sync Error Handling: Contact sync with HubSpot now better handles cases where contacts already exist, reducing duplicate contact errors during synchronization. The system now checks for existing contacts before creating new ones, accounting for relationships between customers and contacts across your HubSpot instance.
Consistent Timezone Handling Across System: The system now uses a consistent timezone across all components, eliminating date discrepancies that occurred when PHP, PostgreSQL, and the frontend interpreted "today" differently. This resolves intermittent test failures and query mismatches, particularly for date-sensitive operations like backorder ranking and timestamp rendering, ensuring reliable date handling regardless of developer location or CI environment.
Automated Amazon API Credential Rotation: Amazon LWA credentials now rotate automatically every 180 days, eliminating the need for manual rotation and ensuring compliance with Amazon's security requirements. This streamlined process reduces administrative overhead and helps prevent credential expiration issues.
Additional Mailgun Domain Configuration for Outbound Email: An additional email domain has been configured for outbound email delivery, allowing users with email addresses on that domain to successfully send messages through the system. Existing email functionality remains unaffected, and all DNS records have been validated to ensure reliable delivery.

Bug Fixes

Fixed AP Detail Report Reconciliation for Historical Dates: The Accounts Payable detail report now correctly reconciles to Balance Sheet totals when viewing historical reporting dates. Previously, AP detail totals were significantly inflated for past periods while current-date reporting remained accurate. This fix ensures reliable AP aging and historical cutoff calculations across all reporting dates.
Accurate Gross Profit Percentage in Sales Order Invoices: The gross profit percentage (GP%) displayed in the Sales Orders invoice table now matches the GP% calculated on the actual invoice. This ensures consistent and accurate profitability reporting across all views, giving you reliable insights into order performance.
Auto-Clear Billing Account on Shipping Method Changes: When a shipping method's billing option is changed to one that doesn't require a billing account, the billing account field on purchase and sales orders automatically clears, preventing invalid account references from being saved. The UI updates immediately to reflect this change.
Fixed Access Denied Error for Sales Order Returns: Resolved a permission regression that prevented authorized users from opening sales order returns. Users with appropriate roles can now access and manage sales order returns without encountering access denied errors.
Serial Numbers Restored to Stock on Shipment Deletion: When you delete a shipment containing serialized items, the assigned serial numbers are now correctly returned to inventory and marked as In Stock. This ensures serial numbers remain available for future transactions and prevents inventory discrepancies.
Fixed Total Cost Recalculation on Sales Orders and Quotes: Sales order and quote total costs now recalculate correctly when you manually update line item costs. Previously, the system was accumulating the original cost with the new cost, causing total cost, gross profit dollars, and gross profit percentage to be overstated. Manual cost changes now fully replace the previous cost contribution, ensuring accurate totals across all profitability metrics.
Fix Customer PO Field Display on Invoices: The Customer PO field on invoices now correctly displays the customer's purchase order number instead of incorrectly showing the "Ordered By" value. These fields are now properly independent, ensuring accurate invoice documentation.
Corrected Profit Percent Calculation on Management Daily Report: The Management Daily Report now accurately calculates profit percentages for quotes by using the price and cost values entered on each quote line item. This includes products created on the fly that have no stored cost or price on the product record itself, ensuring profit margins display correctly across all quote types.
Fix AES ITN Prompt for Domestic Shipments: The Ship Tool no longer incorrectly prompts for AES ITN on domestic shipments when the shipment's country field is blank. The system now properly inherits the country from the linked customer location, ensuring that domestic shipments are correctly identified and exempt from international documentation requirements.
Fixed Allocation Logic for Multi-Order Drop Ships: Resolved an issue where allocation was failing for drop ship records linked to multiple orders for the same customer and item, even when sufficient inventory was available. The allocation logic now correctly handles this scenario, ensuring orders can be fulfilled as expected.
Labor Cost Included in Price Markup Calculator: The Price Markup Calculator now correctly includes labor costs when calculating markup for non-keep items in assemblies. This ensures accurate cost-based pricing for all item types, regardless of their keep status.

Deprecated Features

None

Known Issues

No reported breaking issues at this time