Bug fix – you can now post items to Xero that have ampersands (&) in them
Version 1.22.5 23/02/2021
The “Purchase Order Number” on Invoices is now posted to Xero as the Invoice “Reference”
Bug fix – in some circumstances you received a JSON error popup when paging through the Sales Orders
You can now edit your Purchase Order number
Version 1.22.2 22/02/2021
Speed improvements for Sales Orders, Purchase Orders, Invoices and Quotes pages
You can now convert Quotes into Sales Orders
You can now set a contact against an Invoice and email the Invoice directly to them
Bug fix – you can now enter ampersands in address details
Bug fix – clicking the “Add Task” quick launch button whilst on the main Tasks page now woks as expected
Version 1.21.7 12/02/2021
Landed cost price for products now to 4 decimal places
New status added to sales orders page “Invoiced”
New status added to sales orders export
You can now add manual items to sales orders
Quote reference is now calculated automatically when adding new quotes (can be overridden)
Changed date formats from UK format to a more international format
Various user interface improvements
Changed header font to match the rest of the typography
New “View related invoice” button on Sales Order details page
Version 1.20.8 09/02/2021
You can now mark invoices as paid manually
Version 1.20.7 07/02/2021
Upgraded to the new Xero OAuth 2 API
Add ability to connect to multiple Xero accounts for different businesses
Removed Google Maps from Organisation details page
Removed Twitter integration
Moved Monday to the first day on calendar views
You can now switch off the Newsletters section
You can now switch off the Projects section
When you click the help icon it now automatically searches the KB for you
When viewing an Organisation, the tabs now reflect which modules you have switched on/off
Various UI improvements for mobile devices
Version 1.19.6 29/01/2021
The Purchase Order Number is now included in PDF/Word invoices
Bug fix – The link to click on to pay an invoice in a PDF invoice is now removed if you don’t have Stripe setup
Version 1.19.4 03/12/2020
Bug fix – You can now click on the button to view/pay for an overdue invoice when trying to log in
Version 1.19.3 02/09/2020
Bug fix – When emailing purchase orders, the email subject now says purchase order instead of sales order
Version 1.19.2 02/08/2019
Migrated to the new Stripe™ connect API
When you download an invoice, if it’s been paid it now says so at the bottom
Version 1.19.0 13/02/2019
Bug fix – The “products need reordering” report now includes products with zero stock
Version 1.18.9 14/12/2018
Bug fix – You can now post invoices to Xero that include carriage charges as expected
Version 1.18.8 09/06/2017
Bug fix – The Xero™ API is now working again
Version 1.18.7 10/05/2017
New report added – “Product Sales Report”
Version 1.18.6 04/05/2017
You can now switch off the “Staff Holidays” section
You can now switch off the “Services” section
You can now switch off the “Products” section
You can now switch off the “Control Centre” section
You can now switch off the “Customer Support” section
You can now switch off the “Twitter” section
You can now switch off the “Prospects” section
You can now switch off the “Opportunities” section
You can now switch off the “Credit Notes” section
You can now switch off the “Invoices” section
You can now switch off the “Quotes” section
You can now switch off the “Purchase Orders” section
New section added “Projects”
Version 1.17.3 02/12/2016
You can now see the On Order, ETA, Available and Balance figures for each product in a product kit
You can now see the ETA, Available and Balance figures when viewing a product
You can now upload documents to sales orders
Version 1.17.0 27/10/2016
New field added to product kits – “notes”
You can now set the person responsible for opportunities at individual opportunity level
You can now set the priority for opportunities at individual opportunity level
Version 1.16.7 17/10/2016
New field added to opportunities – “last contacted date”
New field added to opportunities – “next contact date”
You can now add tasks to opportunities
You can now enter a different address to ship purchase orders to
Icons added to task calendar events so you can see the status of each task
Version 1.16.2 21/09/2016
New field added to sales orders – “ETD”
The stock movement function now records the relevant tracking number
Version 1.16.0 01/09/2016
The part number and product title are now in separate columns on the stock movement report
Version 1.15.9 23/08/2016
You can now export the stock movement report in CSV format as wel as Excel format
You can now export the product delivery report in CSV and Excel format
Version 1.15.7 02/08/2016
Bug fix – the “Shipped” column on the products page now includes product kits
Version 1.15.6 01/08/2016
Automatic stock counts are now taken daily
Version 1.15.5 15/07/2016
The stock movement report is now all in one table instead of separate stock in and stock out tables
Version 1.15.4 14/07/2016
Stock movement is now tracked (when you book in/out stock on sales/purchase orders)
New report created – Stock Movement
Version 1.15.2 12/07/2016
The product kit “Reference” field is now shown on the view sales order page
Bug fix – when viewing “In Progress” orders it was incorrectly showing sales orders with fully shipped product kits
Number of products ordered is now shown on the all sales orders page
When adding products to sales orders, you no longer have to select the warehouse
Version 1.14.8 23/06/2016
You can now choose to send Xero™ item codes or just product descriptions when posting to the Xero™ api
Version 1.14.7 14/06/2016
You can now send new products to Xero™
You can now update products to Xero™
“Landed cost price” is now included in the products export
You an now specify how many product kits are on a delivery note instead of just showing all (for part shipping)
Version 1.14.3 13/06/2016
Purchase order product “Item Codes” are now sent when posting purchase orders to Xero™
Invoice product “Item Codes” are now sent when posting invoices to Xero™
Bug fix – you can now upload documents larger than 20Mb
Version 1.14.0 03/06/2016
You now select the warehouses to ship product kits from at the point of shipping, not at the point of creating the order
Bug fix – the “Allocated” products amount now includes part shipped orders
Version 1.13.8 02/06/2016
Purchase orders are now posted to Xero™ as purchase orders instead of invoices
Version 1.13.7 19/05/2016
The print pick list function now shows the ETA of any products on order
Version 1.13.6 27/04/2016
You can now add multiple minimum order purchase quantities per product
Version 1.13.5 26/04/2016
You can now add an ETA on a per product basis for sales orders
Version 1.13.4 25/04/2016
You can now enter a date when printing a kit pick list to see how many products will be available on that date
You can now store documents against product kits
You can now add multiple minimum order sales quantities per product
Version 1.13.1 21/04/2016
You can now click on the “Allocated” number when viewing a kit pick list to see which sales orders that product is on
Version 1.13.0 04/04/2016
New field added for purchase order products; “ETA”
Version 1.12.9 15/03/2016
You can now quarantine products
Version 1.12.8 11/03/2016
Bug fix – when viewing a product kit and you click on the “Allocated” number, the system now correctly shows you the allocated amount for each sales order
Version 1.12.7 08/03/2016
You can now post a tweet from your Twitter timeline page
Version 1.12.6 07/03/2016
Twitter integration added
Version 1.12.5 03/03/2016
Bug fix – the margin wasn’t worked out correctly on product kits with more than one supplier
Version 1.12.4 02/03/2016
You now require an Amazon SES account to send your newsletters
Bug fix – you can now edit the “Contact Type” field correctly for People and Organisations
Version 1.12.2 29/02/2016
When adding a product kit to a sales order, archived kits are no longer listed
Version 1.12.1 04/02/2016
When viewing a product, the “Active Kits” tab only shows non-archived kits
Version 1.12.0 02/12/2015
Added “Permission Groups” so you can restrict what your users can add/update/delete
You can now export Opportunities
You can now export Purchase Orders
Version 1.11.8 30/11/2015
You can now delete prospects in bulk
Added “Canned Responses” for customer support tickets/correspondence
You can now export your products that need re-ordering
When you scroll down a long table, the header now stays fixed at the top
Version 1.11.4 27/11/2015
You can now export product kits in CSV/Excel format
You can now assign custom fields to quotes
Version 1.11.2 26/11/2015
The “Priority” and “Responsible User” fields in control centre now display on the opportunities page
You can now assign custom fields to invoices
Version 1.11.0 11/11/2015
You can now replace documents instead of deleting and re-uploading them
Version 1.10.9 06/11/2015
You can now download all correspondence sent to an Organisation or Person
Version 1.10.8 05/11/2015
The sales order export now includes all products, kits and services
You can now manually edit the “Total Received” value for purchase order products
You can now add a manual item to quotes
You can now change the layout of your printed credit notes
Version 1.10.4 04/11/2015
Added new section – Quotes
You can now change the layout of your printed quotes
You can now change the layout of your printed sales orders
You can now change the layout of your printed delivery notes
You can now change the layout of your printed purchase orders
You can now change the layout of your printed invoices
You can now change the layout of your printed price lists
Version 1.9.7 14/10/2015
Added new field to Outstanding Purchase Orders page – ETD
Added new field to Outstanding Purchase Orders page – ETA
New field added for Purchase Order Products – Shipping Method
Version 1.9.4 13/10/2015
You can now view “Allocated” totals on the view product page
You can now upload an image for the “Kit Instructions” for each product in a kit
Version 1.9.2 12/10/2015
You can now view a thumbnail of product images on the view product kit page
Version 1.9.1 08/10/2015
New field added to Purchase Orders “Estimated Arrival Date”
When printing a kit pick list, you are now notified if the stock balance is below the product stock re-order level
Version 1.8.9 05/10/2015
You can now enter how many products on a purchase order are “In Transit”
Version 1.8.8 28/09/2015
You can now click a link to see the date an order is due in on the “Print Pick List” page
Version 1.8.7 23/09/2015
Bug fix – if a user uploaded a document to an Organisation/Product/Opportunity, then that user was deleted, the documents wouldn’t show against that Organisation/Product/Opportunity
Version 1.8.6 16/09/2015
Bug fix – in certain circumstances the “Stock Transfer” function would not work as expected
Bug fix – in certain circumstances the “Copy Product Kit” function would not work
Version 1.8.4 14/09/2015
Organisations can now print their own price list from the portal
Organisations can now view their support tickets in the portal
Made some “behind the scenes” updates to the Xero™ api
You can now add stock to a warehouse directly from the product details page
Version 1.4.2 19/06/2015
You can now import your products directly from Xero™
Warehouse stock now includes “Row” and “Location” fields
You can now set the status of invoices that are posted to Xero™ (DRAFT, SUBMITTED & AUTHORISED)
Version 1.3.9 18/06/2015
You can now import your organisations directly from Xero™
Version 1.3.8 17/06/2015
When you post an invoice or credit note to Xero™, a link to that item in Xero™ is shown on the invoice or credit note details page
Version 1.3.7 15/06/2015
You can now add a Dropbox™ link when adding documents
Version 1.3.6 10/06/2015
Made some improvements to the Xero API back-end
Version 1.3.5 22/05/2015
Bug fix – sales orders with product kits on were not correctly updating the stock when marked as part shipped
When you create an invoice from a sales order, the “Print Invoice” and “Edit Invoice” buttons now appear straight away in place of the “Create Invoice” link
Number of products “Allocated” was not getting worked out correctly for sales orders with product kits on