Changelog

✨ You can now raise a picklist for a Workorder.
✨ Added function to include a "Terms and Conditions" page on Sales Invoice PDFs.

🐛 Picklist PDF company account code and name fix

🐛 Ensure new payment terms are loaded for suppliers.

✨ Payment terms for customers are now specified via predefined options. The system can then calculate due dates for Sales Invoices
✨ You can now raise a delivery note directly from Sub-contract Purchase Order
🐛 Workorder BOM stock in work in progress status stuck fix
🐛 Update single line status when source not from PO condition fix
🐛 Purchase Order Bill of Materials allocation fix to not go above the required quantity

✨ Updates to Data Capture screen
✨ Stoppages now filter the resource and tools specific to this job.
✨ Operators can now also go on break.
✨ Warehouse Live Layout function
✨ Show driver signature in the main UI.
💄 Layout adjustments to Delivery PDF

🐛 Fixed arrow layout on Stock Transactions.

✨ Stock Transactions now store the user who triggered them. All prior transactions will be stored as `system`

🏷️ Location Types 'Stock' and 'Resource' have been replaced with single type 'Generic'

✨ Always fetch locations when editing Stock items

🐛 Missing translation

✨ Functionality to update stock batch country of origin from stock batch page
✨ When Stock items change status, show a warning if this part is member of a Bill Of Materilas
✨ When editing/saving a Maintenance or Calibration record, notifications are now reset, so they are re-sent.
✨ Part Number search in orders now filters to only Active parts.
✨ When all lines in a Sales Order have had Invoices created (pending or complete), the Order will auto-Complete.
✨ Moving stock now creates a matching Stock Transaction, recording the old and new locations alongside the user's reason for the move
♻️ Reconfigured layout of the Stock Batch page
🐛 Company account name and code fix when picklist is been raised from multiple sources

✨ Add notification period to Maintenance/Calibration records.
✨ System scheduler

We have rolled scheduled notifications when Maintenance and Calibration records are due to expire, and when they have expired.

To set up notifications, first add your users into Settings > Notifications where we have four new categories:
Calibration Due, Calibration Expired, Maintenance Due, Maintenance Expired.
Then, for each Production >Maintenance record, you can adjust the number of days before users are notified.

✨ File uploads for Customers and Suppliers

✨ Sales Orders can now be filtered by their fulfillment status.
✨ Sales Invoices now show the Customer Order Number on the summary and details pages.
🐛 Fixed some MRP transactions were being skipped when generating.

❗️ We shall soon be moving the Picklist and Delivery pages from "Sales" to the "Inventory" Menu
✨ Picklists and Deliveries are becoming global to be used by Sales Orders, Purchase Orders, and Work Orders.
✨ Subcontract Purchase Orders now have Picklist functionality, for when you send raw material to sub contractors.
✨ Prevent deletion of stock if it exists in the BOM of another part.
✨ The Reserved Stock Report has had the unit cost and total cost added
✨ The Shipped quantity on Sales Orders is now updated when a related Invoice is raised, not only when Deliveries are linked.
✨ When a Delivery or Sales Invoice are deleted, the Shipped quantity on the Sales Order is updated accordingly
🐛 Validate BOM required quantities to not show in negative when produced quantity is higher than the planned quantity
🐛 Sales invoice line quantity rounding off the decimal quantities

🐛 Fixed screen stuck issue while manually adding the first batch
✨ Purchase order allocate and deallocate all functionality
🚑 Fixed purchase order PDF unit cost issue

✨ Work order jobs new status "Work in Progress"
✨ Improvements in work order jobs and linked transactions allocation/deallocation quantities
⚡️ Prevent user to deallocate stock back when linked picklist exists

✨ Update move to quarantine stock functionality transactions as stock to quarantine.

✨ Linked the sales order line with credit invoices
🐛 Adding the new supplier/customer bug fix
✨ Split the quality reject credit invoices returned to stock part lines in stock monthly sales
🚑 Sales order duplicate order fix

✨ Added Customer Parts and Descriptions to Sales Order PDF and Sales Invoice PDF.

✨ Added facility for planned/scheduled and unscheduled maintenance for Resources and Tools.
✨ Restrict tools and resources to be used when not available due to undergoing maintenance.
✨ Subcontract Orders - Add usual source "subcontract" in stock.
✨ Subcontract Orders - Save purchase order as subcontract
✨ Subcontract Orders - Purchase order allocate, deallocate and fetch allocated unit details functionality.
✨ Subcontract Orders - Include Purchase Order allocated stock details in Reserved Stock report.
✨ Only allow to add/edit BoM when usual source is "ma" and "sc"
✨ When updating Sales Order, suggest updating sales invoices on Xero if needed.
✨ Paperless Deliveries - Add delivery driver screen to add delivery details, signature and ability to email PDF.
✨ Paperless Deliveries - Add delivery driver users in the system.
✨ Show quantity rejected on Quality Reject page.
✨ List Quality Rejects newest first.
✨ Add P/O, S/O, W/O and Q/R details in Stock Transactions report.
♻️ Stock Batch destinations.
♻️ Adjust commercial invoice wording.
🐛 Fix creating new user.
🐛 Fix to stop including deleted operations in work orders

✨ Resources can be set as "Shared Resource" that will allow multiple Workorders to use it simultaneously.
✨ When viewing Resources, you can view a list of Workorders and Jobs using this Resource.
✨ Sales Invoice PDF can pull in the customer's payment terms, if set.
✨ If VAT has not been set for this Customer or Order, use the Stock Item's default VAT Code
✨ Sales Order and Invoice have improved multi currency, and exchange rate functionality

✨ Tool to suggest a new GTIN or GLN based on our database entries.
🚑 Purchase order duplicate order fix

✨ On the Stock page, you can now click on the "Quantity on Order" to view the related purchase lines.
✨ When "Receiving" items in Purchase Orders, you can now select a different location, prefilled with the default location.
✨ MRP function now handles EBQ for manufactured items.
✨ In the MRP function, you can override suggested quantities.
✨ Company GS1 Prefix can now be updated in the Company Details page.
⚡️ Searching for customers/addresses, and for stocked items in orders should now be quicker.
♻️ Update Odette Supplier Code to use Company GS1 Prefix
🐛 New lines in orders have a default VAT Code selected.
🐛 Revert disabling VAT input.

✨ Orders and Invoices now select VAT rate from a dropdown option. Set VAT Rates in the company settings.
✨ GTIN Updates
🚸 Turn autocomplete off for all forms.

✨ Adding Part Descriptions to more places where you see Part Numbers.

✨ Consume BOM stock from first job only
✨ Stop user to add more quantity from previous operation
✨ Add sub total and tax in PO PDF
✨ Revert produced stock units from W/O and change status to Allocated
🐛 Export column headers were switched.

✨ Workorder de-allocate all stock units together functionality
💄 Small adjustments to MRP page styling.

✨ MRP - Ability to show only suggestions/all items.
✨ MRP - Highlight when dates orders are overdue.
✨ MRP - Ability to edit suggested dates.
✨ MRP - Highlight dates that have been edited.
✨ MRP - buttons to highlight related parts, button to scroll to related items and parents.
🐛 Add stock batch expiry date fix.
🐛 Bill of Materials should only return active and prototype parts.
🦺 Bill of Materials validation part cannot be a component of itself

✨ Ability to upload layout SVGs for Warehouses
🦺 When formatting user input, if the input is null then return null.
🚑 No need to convert the stock take csv file to user time zone
💄 Improve page layout when sidebar is toggled.

🐛 Sales order due date fix from datetime to date only
🐛 Fix permission typo
🐛 Export report timezone fix from UTC to user timezone

✨ New function: Purchase Requests!
Internal requests to purchase items can now be recorded in the system for approval or rejection.
Raise Purchase Orders directly from Purchase Requests.
♻️ More automatic handling of timezones.

🌐 Added some translations
🐛 Fix for de-allocating stock from work order.

✨ New: Purchase Request functionality
🐛 Fixed: Purchase lines for non-stocked items not saving custom descriptions correctly

♻️ More automatic handling of timezones.

♻️ More automatic handling of timezones.

✨ New production report: Resource Time
✨ Added global settign to enforce require Stock Revision levels.
⚡️ Refactor Workorders fetching for improved performance.
♻️ More automatic handling of timezones.
🚑 Update sales order and invoice currency icon according to order and invoice currency

✨ New status permission specifically for managing customer/supplier Hold status.

✨ Purchase Invoice and Sales Invoice exports now include more data (type, description, nominal, categories)
✨ Purchase Order searches can now filter Invoice Status by pending + partially invoiced
🩹 Only perform web serial functions when the browser supports it.

🚑 Prevent new Credit Invoices from updating existing Credit Invoices on the same Sales Order
🐛 MRP now considers stock already allocated to pending work orders.

✨ Customers and Suppliers can now have their own tax rate added. This will be used over item-specific tax rates when creating a Purchase Order or Sales Order.
✨ Add part description to Work Order stock allocate modal

✨ Always allow opening the Bill Of Materials, even for Bought In items
✨ If this part is not Manufactured, auto-open the Bill Of Materials details modal.
✨ When navigating away from the Bill Of Materials modal, close the modal first.
✨ Added File upload for Sales Orders.
✨ Added links to Notes sections.

✨ New ability to de-allocate stock from Work Orders.
✨ The Work Order Allocation screen has new links to batches, locations.
✨ In Purchase Invoices, you can now search for related Purchase Orders by Company Account Code.
✨ New company setting for Default Lead Time, used by MRP.
✨ Record operator quantity added in production logs
✨ Add Audit Log entry for Stock Units that are manually created using the Add Stock feature.
✨ Added Web Serial API support for barcode scanners.

♻️ Location Types are now constrained to predetermined types to allow automatic status changes. For example moving stock to a location of type 'Quarantine' will change the status of the stock to quarantined.

✨ Added "Reserved Stock" report
✨ Auto quarantine items in locations named "Quarantine"

✨ Added Expected Delivery Date to Purchase Order PDF.
✨ Added "created" date to Reject PDF.
✨ Scanner stock take functionality.
🌐 More precise translations around quarantine parts.

✨Add Resource/Location ZPL Label

✨ Cyclic stock take functionality
✨ Add Dymo print label for locations.
🐛 Fix scanner "Find" function filtering results.
🥅 General error handling.

✨ Workorder scanner functionality
🐛 Fix workorder PDF QR Code formatting
💄 Optimized layout for smaller screens (scanners).

✨ Allocating stock to a work order now keeps the modal open, allowing you to add new allocations while the previous is being saved.
✨ When viewing a route, list all parts that use this route.
✨ Add stock revision level to Purchase Order PDF
✨ Free resource and tools when work order is in stopped, pending or completed status

✨ Added Stock Group and Product Category to Stock Report and Sales Invoice Report.
✨ Group purchase orders receipts report by stock group.
⚡️ Picklist and Delivery screens have direct links to batches and locations.
✨ Scanner picklist functionality.
🚸 Hide messenger on small screens.
🚸 Hide Notifications tab on small screens.
🐛 Prevent duplicate allocation of stock while using auto allocate function.
🐛 Fix for when discontinued parts do not have a succession part configured.

🐛 Removed the carriage tax on removing the carriage from the delivery note.
🐛 Duplicate allocation fix while using allocate all function.

✨ Added Product Category and Landed Cost to Sales Invoice export.

🐛 Added Product Category to Stocked Items Create page.

✨ Added Product Category to Stocked Items
✨ Stock Units have more status options: "Pending Destruction" and "Destroyed".

✨ Can only allocate stock when stock:allocate permission is granted.
🐛 Remove quarantine stock from auto-allocation in Sales and work orders.
🐛 Fix loading icon

🐛 Fix purchase and sales order lines calculations NaN issue

🐛 Fix email sending issue with translations

✨ New modals to list contents of a location, grouped by Stock, Resource, Tool
🦺 Check Resources and Tools are linked to locations before deleting.

✨ Purchase Order Approval with Notifications
✨ Notifications can be also be sent via Email
⚡️ General performance adjustments

✨ New Stock Permission to manage Quarantine stock items
✨Global "Auto-Quarantine" setting - all items received through purchase orders or work orders will be quarantined.
✨per Stock Item "Auto-Quarantine" setting - useful if specific Part Numbers require manual approval before further use.
✨ Ability to move items into and out of quarantine on Stock Batch page.
🐛 Fix fetching disabled date in User Search page

✨ New custom rounding for Sales and Purchases (fixes floating point numbers and inconsistent rounding).

✨ Create customer import process.
♻️ Improved user authentication to prevent unexpected logouts.
🐛 Improved error handling.

✨ Add EDI Specific inputs for Packaging items, and Deliveries.
✨ Zebra Delivery labels are now available
♻️ Updated how line discounts are calculated for more reliable totals between Frontend and API

✨ Line discounts now use improved math functions for more reliable rounding.
✨ When viewing notifications, you can now click to fetch more, older, ones.

✨ Multiple Orders can now be merged into existing Picklist or Delivery Notes.
✨EDI - Ability to import Schedules on Customer page.
✨EDI - Ability to export ASN from Delivery page.
✨Haulier details are now linked via the Settings page.
✨Haulier's DUNS number will be included on EDI ASN.
✨Users can remove themselves from a Tenant.
✨When packing stock, we can now view and edit Serial Numbers.
🦺 Unit Of Measure is now selected from a predefined list instead of free-text.
🐛 Fetch most recent notifications, not oldest.
🌐 Added some missing translations

Before version numbers, we posted updates by date.
The legacy changelog can be viewed here.