System updates - 23 Oct 2025

CRM

• Added new personal info field for contact persons
• Prevent the task conversations from showing on the main notes page, this is to make the display tidier
• Updated the display of Tax / GST / VAT number displayed on the customer card file to show the actual tax title (entered in the invoice design page)
• Automatically sets and turns on the invoice email tick box when there is an alternative invoice email entered
• When emailing a task linked sales order, pre-fill and populate the To address drop down with the action by email address
• Added the display of location name on the tasks page when the location filter is set to all locations

Data import & export

• Fixed: don't preload the last data template as it causes issue with not able to re-map the data template
• Added the customer tax number onto the Companies data export and import
• Added option to export items that have current inventory only in the "Location Product Attributes" data export
• Allows for import and export of customer specific pricing tiers

Integrations

• Shopify
  • Check if the locations have been mapped to the same Shopify location
  • Shopify uses Province for the state name
  • For Shopify orders import, new setting to set the tax type to exempt for foreign currency orders
  • During order import, if an item has an explicit each fixed amount discount, calculate the net item price
  • Check to ensure the line item gets the line item discount allocation
  • Check if the customer has tax exempt status, if so, flags the Shopify order as tax exempt
  • Set order prepayment to the currency amount
• Starshipit
  • Fixed the Starshipit order items to use unit price instead of value
  • Get all the confirmed orders

Products

• On the channel feeds page, added interface for viewing products listings for a given single product
• Added "Low and zero stock" display mode on the replenish inventory program
• On the stocktake page, added a new display filter for showing products that have freeze qty not the same as the current inventory, this provides an easy way of checking on the products that have been moved after the stocktake has been started
• Added the "Type" display filter onto the serial numbers page, this includes options for Sales and Purchases
• On the products transactions page, when exporting the data list, added a new column for selling prices

Purchase

• On the purchase orders listing page, added an interface for showing POs for a given status
• Display the PO internal/office notes on the main PO entry page for the easier viewing of any internal notes entered for the PO
• Display the PO notes on the main PO entry page for easier viewing of any notes entered for the PO
• Added the ability to re-save the user status of a PO after it has been fulfilled
• Added the change currency function for purchase orders, note this does not update the supplier's default currency
• Show the sales order links against each line item rather than showing against the PO on the shipment products print
• Changed the landed cost post receipt date to the last receipt date of the PO
• Added emailed status filter for purchase orders list
• Amended the issue of undo receive not reversing the batch numbers that have been previously entered
• On the supplier price lists page, added an interface for showing items for a given supplier

Reports

• New option tick box to print all transactions for a single customer statement
• Added new setting to tell the traceability report to display the transaction date header as processed on date
• Added a "Processed On" column for the batch traceability report. The processed on date comes from the last receipt date of a PO, and the last dispatch date for sales invoices.
• Added last receipt date, last bill number and last bill date columns onto the PO details report
• Returned with a customer id from the search, Added customer filter onto the outstanding orders details report
• Added the ability to report on all cancelled orders in the outstanding orders report
• Added the ability to choose a custom packing list print template for a customer**
• For export industry, update the invoice print layout to cater for the vessel details***

Sales

• Added auto refresh for every 10 minutes on the dispatch queue page
• New method to check if the invoice date period is locked, if so, lock from editing the invoice headers
• New system setting to display the incoterm field and options for export vessel details on the sales order entry page**
• If the custom field 2 is defined in the settings, show it on sales orders list
• Fixed: set the search button event to check and hide the product search popup context window
• On orders reminder page, load and display the last note saved
• On sales reminders page, added new filters "Entered By" and customer's "Relationship Manager"
• When raising a new sales order, and by selecting a shipping method with a $0 value, it will override the shipping charge on the default shipping charge value
• New system setting to automatically set the order's user status when confirming a quote/draft order
• Added a new check and reminder for any duplicated customer reference/PO order no. on sales order entry
• New system setting to when confirming a quote, set the order date to today's date
• POS
  • Added open cash-till command for POS
  • Added ability to quickly reprint the last receipt/invoice docket
  • Allow the cash drawer float to be variable
  • Fixed: amended the loading of a park order that belongs to other location
  • Set the sort order always to the items position to avoid confusion with the users accidentally clicked on the description column to sort
  • New system setting to open the cash drawer/till when no receipt printing is needed
  • Added the ability to print EOD sessions on receipt dockets
  • New option to exclude kitsets from products searching

Settings

• Added new sales setting for when confirming a quote, set the order date to today's date
• Flag to tell the system not to change the order's user status after a reminder is sent
• Added override reminder days for order user statuses

Common functions

• On emailing sales orders, the system now checks to see if the preset to email address contains multiple addresses, if so, it automatically breaks it into multiple recipients
• Updated: on the payment window, after the new payment row has added, it populates the payment method to the default payment method configured in the system setting
• Added the ability to set pricing tiers against an export inco-term**
• Added check for search within SKU in products search page that has been initiated from the sales orders entry page
• Updated the ability for receiving the same batch no. on the same purchase order
• Allows re-entry of batch numbers after an sales invoice is posted
• For mobile data entry of serial numbers, added easily accessible buttons for saving and closing the serial number entry screen

** These require additional system configuration which is paid at hourly rate

*** This feature does not work for custom invoice print layout