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2025 Release 3 Enhancements
May 6, 2025

2025 Release 4 Enhancements

June 18, 2025
Categories
  • Release Notes
Tags

2025 Release 4 Enhancements
(Release Notes)

Items

  • Default to Item Edit Mode toggle has been added to enter all items in edit mode rather than view mode.
    • This toggle can be found in your profile, either in Settings > Admin > Account or under your name under profile.
      This will also require that your security role has access to Profile > Preferences.
Enter in edit mode
  • Stock versioning has been added to item calculations meaning that items will calculate off the version of stock at the time the stock was added to the item unless new pricing is requested.
    • This includes the following fields
      • Price scales
      • Markup scales
      • Cut cost and price
      • Lift sizes
    • New stock information will be pulled for the following actions
      • Reorders
      • Requotes
      • Convert to quote
      • Inserts
    • An item will use it's version of stock for the following actions
      • Duplicate
      • Split
      • Convert to order
    • To request new pricing if there is a new version available, click Actions > Update Pricing
Update pricing

Workflow

  • HTML Tags
    • Inventory Status Drop Down
      • InventoryStatusDdl
      • Creates a drop down for inventory status
    • Sheets for Cost Field
      • CostSheetsEdit
      • Creates a text field for sheets for cost

Reports

  • Changes
    • Customer Analysis
      • Added customer since date column
    • Profit by Order
      • Added order name column

Other

  • Security variables
    • Quotes > Edit > Delete
    • Quotes > Items > Edit > Delete
delete quote security
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