It’s been a while since our previous changelog, but finally here we go. New modules and features for your consideration – please let us know if you have any questions.
New modules & integrations:
- Ingram Micro API fulfillment module
- B&H EDI fulfillment module
- MSC EDI fulfillment module – going live this month!
- QuickBooks Online integration
New features to improve usability:
- 1st column elements (SO #, Invoice #, PO #, Bill #, etc.) are now hyperlinks for eased navigation
- “Show” menu dropdown lists all related entities including package lists
- “Show” menu with links to related entities also added for single SO page
- “Process payment” button added for Sales Order page
- “Edit” button for SO line items to change displayed product names
- All available order notes are populated to SO Memo and highlighted
- Expanded view for Memo and Vendor Result Message
- Memo icon also available for Sales Orders grid view – click to view SO Memo
- “Open” SO status and “Open” fulfillment status for SO filtering
- “Not Fulfilled” status for PO filtering
- Search by SO number for Bills filtering– useful when checking reports
- “Add” button for Package List line items – when you need to breakdown a line item into several lines to ship with individual tracking number per case + new qty shipped checks for reliability
- RFQ for selected line items only
New features to improve automation:
- Batch Payment: Partial Invoicing & Capture for Partially Shipped orders
- Sales Price Start / Sales Price End automation
- Vendor Rebate Costs automation
- Mappable MOQ field for vendor catalogs to prevent rejected POs
- Credit Card double-charge prevention logic
- Convenience Fee as line item – new category Special Items
- Manually entered Vendor SKUs and costs are now stored separately and not lost after running Supplier Modules
- “Sync with PO” button for SO page to restore item-level links and statuses
New features to improve emails & notifications:
- Send PL to customers instead of just tracking number (new template and notification rule)
- Embed hyperlink to UPS/FedEx when sending tracking info / tracking email
- Daily Order Export to FTP or Email
- Notification emails for canceled orders stored in Emails Center
- Bulk resend of failed emails
- Auto-resend failed emails (new service to cope with occasional sending errors)
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