Feature Updates​

Sales​

• Customer > Ship to: added ability to set a ship to inactive
• Customer > History: added ship method column
• Customer: added ability to search by ship to and contacts in list view
• Sales > Add Items to Order: promo indicator and promo price is shown if it item is part of promotion
• Master Order List: added farm field to column chooser
• Mobile Order Picking: production comments if present are shown

Inventory Transfers​

• Added Farm column (designated on sales order)
• Added load indicator (truck icon) if the order/item is on a load
• Added ability to drill into order by clicking on order number
• For order transder order# and ship to customer name is now displayed below short name in print view
• Added order# and order ship to columns in excel export
• Added ability to assign customer for order transfers

Reports​

• Inventory > Inventory Valuation by Crop: added farm and weight columns
• Sales > Sales Order Item Allocation History: added farm column
• Sales > Sales Comparison * added comparison type "Region" to compare sales by region
• Customer > Customer Sales Comparison: added customer type and region columns

Purchasing​

• Posted purchase order list when sync'd with QuickBooks will show a badge indicating po is sent to QuickBooks
• Added excel export in purchase order and master purchase order

Bug Fixes​

• Promotions: promo prices were not correctly applied when quote was converted to sales order
• Promotions: when duplicating a line item promo was not correctly applied
• Master Order: sorting by sales rep was not working in the order list view
• Purchase Order: sorting by expected date was not working correctly in order list view
• Purchase Order: If receiveing default was by line item, comment and grade on line item was not showing correctly when receving item
• Vendors > Products: Sorting by Last updated was not working correctly
• Catalog Images: drag and drop linking images was causing error

Feature Updates​

Inventory​

• Catalog Images: added ability to search images by date uploaded or date image was taken
• Catalog Images > Item list: added last upload date to column chooser
• Catalog Images > Item List: added ability to sort by image age
• Inventory Transfers: for order transfers added validation to chec if qty on the transfer list is different from qty allocated for crop on order
• System Setup > Locations: added validation to prevent setting location as inactive if there is qty on hand or qty cmtd in the location
• Company Preferences > Sysem * added preference to set category sort by name or sort number

Product Status​

• PO/MPO tabs: Column chooser added to show and/or edit item notes and internal item notes
• History > Vendors tab: added last order date column
• Quotes tab: Column chooser added to show and/or edit item notes
• Master Orders tab: added ability to sort columns order#, ship to , sales rep, ship method, order date, ship date

Sales​

• Quotes list: added date wanted field to column chooser

B&B Management​

• Increased field length for flag notes to accomodate upto 250 characters
• Increased ability to flag item upto 15 locations
• Added filter option to show completed or pending items on open master orders
• Added filter option to show items without assigned stage
• Added item notes to show (in blue) in mobile view
• Renamed columns * stage at item level is called Item Stage and stage assigned to location/bed is called Crop Stage
• Added "On SO" to column chooser to indicate what is released to sales order

Purchasing​

• Vendor: added default external note when present is automatically carried over when new purchase order or master purchase order is created
• Vendor: added default popup up when present will show an alert when new purchase order or master purchase order is created
• PO/MPO list: added Vendor Doc. No. field to column chooser

Reports​

• Added back button to go back to filter screen
• Customer List by Bill To: added First Invoice date and Invoice Count columns
• Master Order Shipment Item History: added Active column to filter items if item size is active or discontinued
• Sales Order History: added Split Count column to show total number of splits if split off
• Sales Order Item History: added Active and Project Name column
• Customer Item Sales Summary:
• Sales Comparison by Item Size: added column chooser with fields On Sale and On Availability fields

Bug Fixes​

• B&B Management: When moving harvested qty from one location to another system was not correctly carrying forward crop stage and clearing the 0 qty lines
• B&B Management: Line item refresh was not working correcly
• Item Sizes: When a new item size is created size desc2 was not carried over from master sizes
• Item Sizes > Inventory: Projected qty was not showing
• Pricing Adjustments: Long pricing group names greater then 25 characters was causing error when importing items
• Catalog Images: Images list icon for age was not correctly showing color based on image date
• Master Order List: order number sort was not working correctly
• Transaction log: Searching by Size Desc1 when size code and size desc1 was different was not working correctly
• Inventory Quick Adjust: If grade preference was set to restrict to list of defined grades, clearing the grade was show error and not saving
• Inventory Assemblies: Default value for crop bed of "NONE" was not correctly applied when saving
• Sales Order > Add items > Move Items from Existing Order(s) * moving duplicate items were not moving as separate items and was causing error
• Order Review by Item > Item Sizes: Clicking on transaction log icon on the crop was not loading the transaction log

Feature Updates​

Inventory​

• Track comment/prod comment/grade edit date
• Address info to farm
• Added abiliy to set item size as featured item (hot item or on sale item)

Product Status​

• Added column chooser for crop list view

Sales​

• Order category * make inactive
• Master order: added ability to change bill to to a different customer
• Permission for sales order void

Online Portal​

• Select avail templates to show/hide
• Select ship via to show/hide

Shipping​

• Added refresh button in load calendar
• Add orders: column chooser added

Reports​

• Credit Memo History * add ship via field
• Customer Contacts * add customer code field
• Inventory Detail * add comment edited, ready begin/end date fields
• Inventory Summary by Ready * add ready begin/end date fields
• Master Order Shipment History * add customer po field
• Sales Performance by Rep * add pending mo

QuickBooks Integration​

• Company preference add set of the line items are sorted when sent to QuickBooks

Bug fixes​

• Mo shipment pre-release * account for duplicate item allocation
• Inventory transfer * fix on avail on transfer
• pick change allocation * not saleable qty was not taken into account
• production task list * fix shift from qty validation
• B&B * Fulfilment type was not carried over from item size when item was added by manually allocating to a crop
• B&B * fix validation issue when company preference was enabled to check if item is flagged, has stage or has qty
• Product status > History * Canadian provinces were not being highlighted on the map to indicate sales

Feature Updates​

Sales​

• Added ability to lock order, when order is locked no changes are allowed to the order
• Sales order list * added ability to sort by order total

User Role Permissions​

• Added permission to set to allow invoice printing
• Added permission to allow unlocking order

Inventory​

• Added ability to add production comments to crops
• Added ability to create GTIN (Barcode/UPC) groups in system setup and then set item size to a GTIN (barcode/upc) group or assign a unique barcode or upc

Production​

• Added ability to specify a different start or finish day/month/year when creating a batch with a growing profile.

Label/Tag Printing​

• Added all master item attributes and cultural info fields to tag printing, this data is now available to print from inventory, orders and purchase orders

Reports​

• Sales > Sales Comparison: updated to include open sales orders and master orders
• Inventory > Historical Item Analysis planning * removed from production section and added to inventory section, it now also summarizes shift-in/out quantities
• Inventory > Item Sizes list: added Barcode/GTIN field
• Custom Saved Reports: added ability to see which report it was saved from. (Mouse over the report name to see the name of the original report in the list)

Bug Fixes​

• Master order pre-release allocation: fixed issue in some cases where qty picked was not taken into account
• Orders: fixed issue with error when there is double quotes in customer name
• QuickBooks: fixed issue about invoice not transferring to QuickBooks when invoice notes exceeds 200 characters.
• Pre-Pricing: excel export was not exporting all data for the pre-pricing group
• GTIN: fixed validation issue when manually entering a 12 digit UPC for an item size

Feature Updates​

Item Regulations by State/Province​

• Create a regulation and setup items that have a regulation requirement and/or cannot be shipped to one or more states or provinces (System Setup > Sales > Item Regulation)
• Show alerts and prevent items from being added to orders where shipping is not allowed
• Print Item Regulation report from sales order
• View list of regulated items on open sales orders (Reports > Sales > Regulation Items on Open Orders)

Sales​

• Added company preference > sales to choose what happens when items are moved from one order to another * Cancel the qty on original order or adjust the ordered qty on original order)
• Added ability to on demand refresh pricing on sales orders, master orders and quotes
• Added ability to enter/update mobile number for contact in sales order, master order and quotes
• Added validation when manually allocating against to crop exists

Mobile​

• Added keyword search to the filter * it will search in order number or bill to company name or ship to company name

Reports​

• New: Sales > Sales History by Item by Month

Bug Fixes​

• Purchase Order > Receive Items * fix searching issue in Ready and Location dropdowns
• Label/Tag Printing * When renewing Dropbox token for the first time, system would generate an error
• Inventory Transfers * When transfer list has a large list of items, excel export was showing blank
• Sales > Add Items to Order * When manually allocating to crop, system was not checking if the crop was reserved for customer
• Customer Pre-Pricing * When exporting items on orders, excel export was not showing sell price set on the order
• Shipping Load > Print > Master Picking Ticket * When item had unit of measure multiples, qty was not showing correctly converted

Feature Updates​

B&B Management​

• Added company preference > sales * to limit number of columns used for location/flagging
• Added company preference > sales * to validate master item changes when item is flagged or harvested or stage is assigned
• Maximum limit to flag/harvest locations for an item is increased to 10
• Added ability to print labels
• Added ability to define fulfilment types in system setup
• Added additional filters, filter by sales rep, item type, ready and fulfillment type
• Added ability to bulk adjust * flag color, flag notes, harvest due. move harvests

Calendar​

• Added city to display in week and day view

Mobile​

• Added advanced filter ability in sales order, master order, and quotes. Filter by date, posted, order category, order status, sales rep, ship via, bill to customer. Sort by Bill to, ship to or ship date
• Added ability to see flag colors for B&B items when picking from mobile or shipping load
• Added detail view for B&B Order Review

Customer​

• Customer > History: added ability to search by project name
• Customer > Other Info: Apply to all ship to * user confirmation dialog added when enabled

Sales​

• Added ability to select a different contact when updating bill to or ship to in sales order, master order & quotes
• Changing ship on orders: ship to drop down will now show full address of the ship to to differentiate when using duplicate ship to names
• Added company preference > sales: refresh pricing when sales order is split off, master order is released to sales order, quote is converted to sales order or master order
• Enter by ProductID/Copy Paste Import: added barcode scan mode, when enabled scanning a barcode will auto enter qty of 1, multiple scans of the same item will increment qty by 1

Label/Tag printing​

• Purchase Order: added ability to print default receiving location info
• Dropbox: update api to refresh tokens as Dropbox changed authentication from permanent to short lived access tokens

Shipping​

• Shipping Load > Orders on Load tab* added button to force refresh orders

Inventory​

• Master Item: New attribute "Fruit" added. List of fruits can be setup in system setup

Reports​

• Customer > Customer List by Bill To: added order category field
• Customer > Customer List by Ship To: added order category field
• Sales > Sales Order Item History: added taxable field

Bug Fixes​

• Sales Order > Copy/Paste Import: fixed issue when importing large number of items
• Purchase Order > Back Order: fixed issue with validation when part of the items were received
• B&B > Allocation > Master Order Pre-Release: fixed allocation issue when correct qty distribution when there are more than one flag/harvest locations