System updates - 20 May 2026

CRM

• When viewing the outstanding orders and quotes for a customer, show the order's contact person's name (inside the customer reference column)
• Added Reminder date filter onto the tasks page
• Added the next follow up date onto the customer card file page
• Added legal company name attribute onto the customers card file
• Added new option to default to populate the customer's account code onto the order customer reference
• Added prompt payment discount function
• Added team member filter onto the leads page
• Added entered by filter onto the Notes page
• Check if the customer has a future follow up date, if so, display it without the strike-out line

Data import/export

• Added gross weight onto the product's editor and product attributes
• Allow to add a new item into an existing PO with a keyword "addtopo" entered into the reserved column of the PO import template
• For the supplier price lists export, added new option to include all products for selected supplier

Integrations

• Shopify:
  • Allow Shopify re-connection and resets the indicator for re-connect
  • Improve the sending of inventory quantities by retrying the sending of inventory again when first time failed due invalid product id
  • Introduce new access scopes, and when it requires, a reminder message will be issued for the customer to re-authorise the connection
  • For multi-website connections, now caters for setting the default order location per website/connection
  • When importing new orders, now caters for automatic global order discounts that don't have a discount/promo code
  • Check for fixed amount line item explicit discounts are spread by the order item quantities
  • Check if there is a shipping charge discount on importing orders
  • When importing refunds, now caters for freight/shipping cost refund
• Trade Me:
  • Added new listing option to send only one qty for those Trade Me categories that only allows 1
  • Check if the listing is an auction and see if it has any bids before withdrawing listing

Products

• On the channel feeds page, cater for including the inventory quantities from the second inventory location
• When setting a product's status to Active, the system now ensures to activate the product's hidden active flag
• When editing a product's extended custom attribute values, check if the inputted value is numeric for a numerical attribute
• Added system use permissions onto products, these include dis-allowing a product to be used in sales or purchase orders
• Products entry:
  • Added new reminder message field, and displays the message during PO entry
  • Added new reminder message field, and displays the message during SO entry
• For improving the images integration, when updating a list product, update the default image's last updated timestamp to trigger the image refresh
• Check to prevent duplicated product entries/listings in the same integration channel
• Purchase request system: allow to re-submit the requested item changes onto the linked PO

Purchase

• On the bill view page, display Xero sync errors if any
• Added tags on purchase orders
• Hide the remove PO row button if the landed cost comes from shipments
• Show PO order weight and volume on the PO print/email
• Improvement: save the last buy price of the product when receiving PO on awaiting bill
• Added play sound notifications when receiving purchase order via barcode scanning
• Fix: if the main PO bill(s) have been posted, allow to pre-create before receipt on the remaining/un-posted fee bills 

Reports

• Able to select All locations on the 12 monthly sales report
• Added the display of the invoice's last quoted date column on the invoice details report
• Added option to export the on purchase order qty for the outstanding sales orders report
• Added printing of a proforma packing slip or delivery docket*
• On the invoice payment bank details, now caters for the [customerno] (customer number) replacement parameter
• Added option to exclude non-diminishing items on the products transaction summary report

Sales

• When the setting "Initially set the same shipping reference as the customer reference" is on, updated the system so that it always default the ship out reference to the same as the order's customer reference
• Display the order's shipping instructions onto the order ship out page to remind the warehouse person who does the shipment
• Check to update the original sales order's customer reference when the invoice's customer reference is changed
• Added the printing of proforma packing slip or delivery docket on sales orders*
• On sales order entry, display the net price after discount inside the "Price discount" column or under the discount % or amount
• Recurring invoices:
  • Added the ability to bypass the next run date check restriction when performing an invoice run on recurring invoices
  • Check if the recurring invoice has already been run within the selected frequency

Settings

• Added "Read inventory" permission onto Qblue API

Miscellaneous

• When emailing a packing list for a customer that has a parent company, default the email address to the customer's own email address rather than the invoice email address
• Batch numbers entry:
  • On the strict batch number pre-entry, allow batches not yet received to be entered, and then perform final check when committing the sales order ship out and invoice
  • Check if the batch number and qty entered is over the batch's available qty