When you click on the status of a sales order product, and update the shipped or part shipped status, the amount shipped is now automatically set as the “Delivery Note Total”.
On the product details page, there is now a new tab for “Quotes” showing you all the quotes that this product appears on.
Version 1.25.6 22/02/2022
Carriage Amount has now been added to Quotes. This value also carries over when you convert a Quote into a Sales Order.
When you click a Document to view it, when you click the Download button, if the Document is a pdf or an image, the Document now opens in your browser instead of being downloaded.
Version 1.25.4 07/02/2022
When you enter a new line (carriage return) into the Product notes field, this new line is now shown.
In the Transaction Summary on the Dashboard, the Open Sales Orders number now takes you to the Open Sales Orders page when clicked.
In the Transaction Summary on the Dashboard, the Open Purchases number now takes you to the In Progress Purchase Orders page when clicked.
Bug fix – The Invoices table now sorts as expected when you click on the Invoice Number column.
Version 1.25.1 03/02/2022
Carriage Amount has been added to Purchase Orders
Bug fix – The active link on the menu now shows correctly for Sales Orders and Purchase Orders
Version 1.24.8 20/09/2021
Purchase order product price is now to 4 decimal places
Version 1.24.6 10/06/2021
You can now set the overall status of Sales Orders
Added a visual indication for when you add a product to a Sales Order that has a custom price
Customers can now hit “Reply” to reply to your quote/invoice emails
You can now add your own email template that the system uses when you send emails out
Version 1.24.2 13/05/2021
Bug fix – You can now pay invoices via card on your portals
Version 1.24.1 19/04/2021
Sales order number now included in the acknowledgement note
You can now set carriage amount for sales orders
Version 1.23.9 29/03/2021
Bug fix – in some circumstances you received an error when viewing a sales order
Version 1.23.8 09/03/2021
You can now add manual products to Sales Orders that also appear in a kit that you’ve added to the Sales Order
You can now choose to send invoice numbers to Xero instead of letting Xero set your invoice numbers
You can now manually edit invoice numbers
You can now select a billing address for a quote if the Organisation has more than one
If you have turned off Opportunities, the Opportunities dashboard dial is now also hidden
All dates now use the same format in the exported Word/PDF documents
When raising a Purchase Order for a product and selecting to add it to an existing Purchase Order, the Purchase Orders are now listed in descending order
Version 1.23.1 02/03/2021
You can now set a contact for a quote and email it to them directly
New field added – Quote Expiry Date
You can now select which delivery address to use for sales orders if the Organisation has more than one
You can now easily see which products have been sent to Xero by a new icon next to the part number on your products page
Version 1.22.7 25/02/2021
Added logging of Xero API errors
Version 1.22.6 24/02/2021
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
Version 1.8.2 11/09/2015
New method added to the api (PUT)
Updated Bootstrap framework to latest version
Updated Font Awesome to the latest version
Version 1.7.9 10/09/2015
You can now store the date and a reference against part received purchase order products
You can now see which kits a product is in on the “Product Details” page
You can now see which opportunities a product is in on the “Product Details” page
Version 1.7.6 09/09/2015
You can now export your outstanding purchase orders
Version 1.7.5 08/09/2015
You can now print a pick list for a product kit
New page added – “Outstanding Purchase Orders”
You can now print the “Outstanding Purchase Orders” page
Version 1.7.2 04/09/2015
You can now store build instructions against products that are copied over when you create a kit
Version 1.7.1 03/09/2015
Bug fix – When doing a stock transfer, all warehouses were not listed
You can now set a product document to be the “Build Instructions” so that when a kit assembly is printed, a link to that document is displayed
You can now set the order that the images are displayed when printing a kit assembly
Version 1.6.8 01/09/2015
New currency added – Singapore Dollar
Customers can now view all of their invoices on the customer portal
Version 1.6.6 28/08/2015
You can now add reference numbers to product kits
“Allocated” column added to the products table on the “View Kit” page
You can now specifically set the quantity to be shown on delivery notes (useful when part shipping orders)
“Stock on Order” now shown on the “View Product” page
Version 1.6.2 26/08/2015
You can now convert an opportunity into a sales order
You can now download product images directly from the “Images” tab
Version 1.6.0 25/08/2015
You can now add special instructions to be included when you print out a product kit assembly
You can now add instructions against each product in a kit that are included in the print out
Version 1.5.8 18/08/2015
Bug fix – In some circumstances, when adding a product kit to a sales order, the wrong product quantity would be added
Version 1.5.7 06/08/2015
You can now copy product kits
Bug fix – If you deleted a product kit, that kit was not also deleted from any sales orders or opportunities
Version 1.5.5 05/08/2015
You can now add images to product kits
New Page added – “Print Kit Assembly”
Version 1.5.3 04/08/2015
You can now create a product kit with products from multiple manufacturers
New Page added – “Open Sales Orders”
Version 1.5.1 30/07/2015
New field added to products; “Notes”
Version 1.5.0 28/07/2015
You can now switch on and off currencies so the ones you aren’t interested in aren’t listed
New field added to prospects; “Notes”
Version 1.4.8 03/07/2015
Bug fix: In some circumstances, Xero™ sales/purchase account codes were not saving
Version 1.4.7 26/06/2015
Bug fix: In some circumstances invoices weren’t posting to Xero™
Made some subtle improvements to the user interface
Version 1.4.5 24/06/2015
We have added more methods to the Api
Version 1.4.4 23/06/2015
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
Version 1.3.2 22/05/2015
You can now post purchase orders to Xero™
Version 1.3.1 21/05/2015
You can now search within table data as well as sort columns
Various plugin upgrades
Version 1.2.9 06/01/2015
Bug fix – Contribution not calculated when you add a kit to an opportunity
Version 1.2.8 27/11/2014
New dashboard report added – “Sales Totals By Product Category – Last 12 Months”
New dashboard report added – “Sales Costs By Product Category – Last 12 Months”
New dashboard report added – “Sales Volume By Product Category – Last 12 Months”
Version 1.2.5 08/08/2014
You can now add custom price lists per organisation
Version 1.2.4 06/08/2014
You can now issue credit notes for returned products
Version 1.2.3 17/07/2014
New section added – “Customer Support Portal”
New section added – “Customer Support Tickets”
New section added – “Knowledge Base Articles”
Version 1.2.0 26/06/2014
You can now add custom fields for Organisations and People
Version 1.1.9 25/06/2014
You can now add holidays for other users instead of just for yourself
People are now included in the Organisation export
Version 1.1.7 17/06/2014
You can now sync your Outlook calendar (or other compatible program) with your task calendar
Version 1.1.6 16/06/2014
You can now export sales orders directly via the sales orders page
You can now export purchase orders directly via the purchase orders page
You can now select from a drop-down list of job titles for people
New section added – Staff Holidays
Version 1.1.2 11/06/2014
Bug fix – The sales totals by month report graph was incorrectly adding up USD as GBP instead of converting them first
Version 1.1.1 08/04/2014
Bug fix – Sales order product kits not getting added to invoices correctly
Version 1.1.0 04/04/2014
Made some slight changes so the dashboard displays better on mobile devices
Bug fix – In some cases you could create an invoice twice from a sales order causing a duplicate
Version 1.0.8 01/04/2014
When you are sending email newsletters you can now include to send copies to the organisation’s main email address if you haven’t added any people
Version 1.0.7 20/03/2014
You can now add notes to a quote which will appear in the PDF
Version 1.0.6 20/01/2014
Bug fix – purchase order product stock not updating when “Receiving” the order
Version 1.0.5 10/01/2014
You can now view the attachments of an email within the actual body of the email, as well as on the documents tab
Version 1.0.4 09/01/2014
Added the ability to be able to login using your Facebook or Google account
Version 1.0.3 08/01/2014
Added the ability to be able to print your Control Centre page
Version 1.0.2 07/01/2014
Bug fix – stock levels not getting deducted in certain scenarios
Version 1.0.1 06/01/2014
When you email a customer an invoice and they click to view/pay it online you can now see the date they viewed it
Version 1.0.0 01/01/2014
Go live date2
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