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2026 Release 2 Enhancements
February 3, 2026
2026 Release 3 Enhancements
August 6, 2026

2026 Release 4 Enhancements

July 29, 2026
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  • Release Notes
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2026 Release 4 Enhancements
(Release Notes)

Point Of Sale

POS Order Names
You can now choose to enter custom names for quotes and orders generated through the point of sale.
POS Order Name
This can be toggled on in the point of sale settings
pos settings

Orders

Lost Quote Reasons & Void Order Reasons
Create custom lost quote reasons and void order reasons to track why these statuses are being applied.
Lost Reason
These can be created in general settings and selected during the process or applied in bulk actions.
Lost Void Reasons

Items

Remove Template Association
When a template option no longer applies to the item it's attached to, use the "x" icon to remove the association.
Remove Template Option
Default Outsourced Type
Reduce clicks by setting a default outsourced type that automatically populates when adding outsourcing to items.
This default can be set on individual vendors as well as an overall selection set in general settings
Default Outsourced Type

Online Ordering

Dynamic Dropdown Quantities
Create dynamic quantity dropdowns with custom increments and ranges.
Incremental Pricing
Product Price Scales Management Create and maintain product price scales, with support for imports, exports, and bulk actions.
Insufficient Inventory Items The insufficient inventory message now specifies which cart item doesn't have enough inventory.

Other

Tax Rate Export
You can now export tax rates and import changes.
Tax rate export
Import Order/Quote Additions
New variables have been added as well as some settings for creating customers and payments.
  • New variables
    • Tax rate name, comma separated for multiple
    • Sales rep name
    • Start number
    • Press name
    • Dept item name, comma separated for multiple

    • Ship date
    • Order due option name
    • Changed variables
    • Finish size
    • Stock name

  • Integration settings
    • Customer default selection
    • Deposit type selection
    • Match stock toggle
Import Order Request
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