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v6.72

Feature Updates​

Broker Add-on​

  • Added vendor item import with enhanced name matching and auto-learning algorithms
  • Automatically parse size from name if present, match and update vendor item lists and pricing from imported data

Dashboard​

  • Added Sales by Sales Rep widget
    • View 3-year monthly comparisons by sales representative

Image Catalog​

  • Added ability to manually set a default master item image
  • Default images that are manually set are marked with a red star (✪) for easy identification

Availability​

  • Added item search within Picture Availability
  • Added quick filters for Hot, Sale, and New items

Online Portal​

  • Added preference to display only the default master item image
  • Added preference to restrict Ship To selection to the default location

Purchasing​

  • Vendor > Products: added item search

Mobile​

  • Updated quote filtering to include:
    • All Open
    • Converted
    • Lost

Calendar​

  • Added drag-and-drop support for:
    • Purchase Orders
    • Sales Orders
    • Master Orders
  • Moving items updates Expected Date or Ship Date automatically

Sales​

  • Copy/Paste Import now supports barcode-based item lookup
  • Added Barcode field to column chooser when adding items to orders

Reports​

  • Sales > Customer List by Bill To: added internal and external notes columns
  • Production > Item Growing Profiles: added default indicator column
  • Purchasing > Vendor Items: added vendor item name and size columns

Bug Fixes​

  • Customer Ship To: fixed issue where "Apply Discount to Line Items" was not updating correctly when adding a new Ship To
  • Availability Template: fixed filtering issues when category, item type, brand, zone, or size changed where in some cases, item sizes were not displaying on availability
  • Purchase Order List: fixed sorting by vendor document number issue
  • Quote: fixed sorting by entry sequence issue
  • Shipping: fixed issue where manual updates to order weight or footage were not reflected in the shipping load
  • Sales Order Split: fixed issue where "Hold Sell Price" was not inherited by split orders