Change Log

Version 1.24.6 10/06/2021

  1. You can now set the overall status of Sales Orders
  2. Added a visual indication for when you add a product to a Sales Order that has a custom price
  3. Customers can now hit “Reply” to reply to your quote/invoice emails
  4. You can now add your own email template that the system uses when you send emails out

Version 1.24.2 13/05/2021

  1. Bug fix – You can now pay invoices via card on your portals

Version 1.24.1 19/04/2021

  1. Sales order number now included in the acknowledgement note
  2. You can now set carriage amount for sales orders

Version 1.23.9 29/03/2021

  1. Bug fix – in some circumstances you received an error when viewing a sales order

Version 1.23.8 09/03/2021

  1. You can now add manual products to Sales Orders that also appear in a kit that you’ve added to the Sales Order
  2. You can now choose to send invoice numbers to Xero instead of letting Xero set your invoice numbers
  3. You can now manually edit invoice numbers
  4. You can now select a billing address for a quote if the Organisation has more than one
  5. If you have turned off Opportunities, the Opportunities dashboard dial is now also hidden
  6. All dates now use the same format in the exported Word/PDF documents
  7. 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

  1. You can now set a contact for a quote and email it to them directly
  2. New field added – Quote Expiry Date
  3. You can now select which delivery address to use for sales orders if the Organisation has more than one
  4. 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

  1. Added logging of Xero API errors

Version 1.22.6 24/02/2021

  1. Bug fix – you can now post items to Xero that have ampersands (&) in them

Version 1.22.5 23/02/2021

  1. The “Purchase Order Number” on Invoices is now posted to Xero as the Invoice “Reference”
  2. Bug fix – in some circumstances you received a JSON error popup when paging through the Sales Orders
  3. You can now edit your Purchase Order number

Version 1.22.2 22/02/2021

  1. Speed improvements for Sales Orders, Purchase Orders, Invoices and Quotes pages
  2. You can now convert Quotes into Sales Orders
  3. You can now set a contact against an Invoice and email the Invoice directly to them
  4. Bug fix – you can now enter ampersands in address details
  5. 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

  1. Landed cost price for products now to 4 decimal places
  2. New status added to sales orders page “Invoiced”
  3. New status added to sales orders export
  4. You can now add manual items to sales orders
  5. Quote reference is now calculated automatically when adding new quotes (can be overridden)
  6. Changed date formats from UK format to a more international format
  7. Various user interface improvements
  8. Changed header font to match the rest of the typography
  9. New “View related invoice” button on Sales Order details page

Version 1.20.8 09/02/2021

  1. You can now mark invoices as paid manually

Version 1.20.7 07/02/2021

  1. Upgraded to the new Xero OAuth 2 API
  2. Add ability to connect to multiple Xero accounts for different businesses
  3. Removed Google Maps from Organisation details page
  4. Removed Twitter integration
  5. Moved Monday to the first day on calendar views
  6. You can now switch off the Newsletters section
  7. You can now switch off the Projects section
  8. When you click the help icon it now automatically searches the KB for you
  9. When viewing an Organisation, the tabs now reflect which modules you have switched on/off
  10. Various UI improvements for mobile devices

Version 1.19.6 29/01/2021

  1. The Purchase Order Number is now included in PDF/Word invoices
  2. 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

  1. 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

  1. Bug fix – When emailing purchase orders, the email subject now says purchase order instead of sales order

Version 1.19.2 02/08/2019

  1. Migrated to the new Stripe™ connect API
  2. When you download an invoice, if it’s been paid it now says so at the bottom

Version 1.19.0 13/02/2019

  1. Bug fix – The “products need reordering” report now includes products with zero stock

Version 1.18.9 14/12/2018

  1. Bug fix – You can now post invoices to Xero that include carriage charges as expected

Version 1.18.8 09/06/2017

  1. Bug fix – The Xero™ API is now working again

Version 1.18.7 10/05/2017

  1. New report added – “Product Sales Report”

Version 1.18.6 04/05/2017

  1. You can now switch off the “Staff Holidays” section
  2. You can now switch off the “Services” section
  3. You can now switch off the “Products” section
  4. You can now switch off the “Control Centre” section
  5. You can now switch off the “Customer Support” section
  6. You can now switch off the “Twitter” section
  7. You can now switch off the “Prospects” section
  8. You can now switch off the “Opportunities” section
  9. You can now switch off the “Credit Notes” section
  10. You can now switch off the “Invoices” section
  11. You can now switch off the “Quotes” section
  12. You can now switch off the “Purchase Orders” section
  13. New section added “Projects”

Version 1.17.3 02/12/2016

  1. You can now see the On Order, ETA, Available and Balance figures for each product in a product kit
  2. You can now see the ETA, Available and Balance figures when viewing a product
  3. You can now upload documents to sales orders

Version 1.17.0 27/10/2016

  1. New field added to product kits – “notes”
  2. You can now set the person responsible for opportunities at individual opportunity level
  3. You can now set the priority for opportunities at individual opportunity level

Version 1.16.7 17/10/2016

  1. New field added to opportunities – “last contacted date”
  2. New field added to opportunities – “next contact date”
  3. You can now add tasks to opportunities
  4. You can now enter a different address to ship purchase orders to
  5. Icons added to task calendar events so you can see the status of each task

Version 1.16.2 21/09/2016

  1. New field added to sales orders – “ETD”
  2. The stock movement function now records the relevant tracking number

Version 1.16.0 01/09/2016

  1. The part number and product title are now in separate columns on the stock movement report

Version 1.15.9 23/08/2016

  1. You can now export the stock movement report in CSV format as wel as Excel format
  2. You can now export the product delivery report in CSV and Excel format

Version 1.15.7 02/08/2016

  1. Bug fix – the “Shipped” column on the products page now includes product kits

Version 1.15.6 01/08/2016

  1. Automatic stock counts are now taken daily

Version 1.15.5 15/07/2016

  1. 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

  1. Stock movement is now tracked (when you book in/out stock on sales/purchase orders)
  2. New report created – Stock Movement

Version 1.15.2 12/07/2016

  1. The product kit “Reference” field is now shown on the view sales order page
  2. Bug fix – when viewing “In Progress” orders it was incorrectly showing sales orders with fully shipped product kits
  3. Number of products ordered is now shown on the all sales orders page
  4. When adding products to sales orders, you no longer have to select the warehouse

Version 1.14.8 23/06/2016

  1. 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

  1. You can now send new products to Xero™
  2. You can now update products to Xero™
  3. “Landed cost price” is now included in the products export
  4. 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

  1. Purchase order product “Item Codes” are now sent when posting purchase orders to Xero™
  2. Invoice product “Item Codes” are now sent when posting invoices to Xero™
  3. Bug fix – you can now upload documents larger than 20Mb

Version 1.14.0 03/06/2016

  1. You now select the warehouses to ship product kits from at the point of shipping, not at the point of creating the order
  2. Bug fix – the “Allocated” products amount now includes part shipped orders

Version 1.13.8 02/06/2016

  1. Purchase orders are now posted to Xero™ as purchase orders instead of invoices

Version 1.13.7 19/05/2016

  1. The print pick list function now shows the ETA of any products on order

Version 1.13.6 27/04/2016

  1. You can now add multiple minimum order purchase quantities per product

Version 1.13.5 26/04/2016

  1. You can now add an ETA on a per product basis for sales orders

Version 1.13.4 25/04/2016

  1. You can now enter a date when printing a kit pick list to see how many products will be available on that date
  2. You can now store documents against product kits
  3. You can now add multiple minimum order sales quantities per product

Version 1.13.1 21/04/2016

  1. 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

  1. New field added for purchase order products; “ETA”

Version 1.12.9 15/03/2016

  1. You can now quarantine products

Version 1.12.8 11/03/2016

  1. 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

  1. You can now post a tweet from your Twitter timeline page

Version 1.12.6 07/03/2016

  1. Twitter integration added

Version 1.12.5 03/03/2016

  1. Bug fix – the margin wasn’t worked out correctly on product kits with more than one supplier

Version 1.12.4 02/03/2016

  1. You now require an Amazon SES account to send your newsletters
  2. Bug fix – you can now edit the “Contact Type” field correctly for People and Organisations

Version 1.12.2 29/02/2016

  1. When adding a product kit to a sales order, archived kits are no longer listed

Version 1.12.1 04/02/2016

  1. When viewing a product, the “Active Kits” tab only shows non-archived kits

Version 1.12.0 02/12/2015

  1. Added “Permission Groups” so you can restrict what your users can add/update/delete
  2. You can now export Opportunities
  3. You can now export Purchase Orders

Version 1.11.8 30/11/2015

  1. You can now delete prospects in bulk
  2. Added “Canned Responses” for customer support tickets/correspondence
  3. You can now export your products that need re-ordering
  4. When you scroll down a long table, the header now stays fixed at the top

Version 1.11.4 27/11/2015

  1. You can now export product kits in CSV/Excel format
  2. You can now assign custom fields to quotes

Version 1.11.2 26/11/2015

  1. The “Priority” and “Responsible User” fields in control centre now display on the opportunities page
  2. You can now assign custom fields to invoices

Version 1.11.0 11/11/2015

  1. You can now replace documents instead of deleting and re-uploading them

Version 1.10.9 06/11/2015

  1. You can now download all correspondence sent to an Organisation or Person

Version 1.10.8 05/11/2015

  1. The sales order export now includes all products, kits and services
  2. You can now manually edit the “Total Received” value for purchase order products
  3. You can now add a manual item to quotes
  4. You can now change the layout of your printed credit notes

Version 1.10.4 04/11/2015

  1. Added new section – Quotes
  2. You can now change the layout of your printed quotes
  3. You can now change the layout of your printed sales orders
  4. You can now change the layout of your printed delivery notes
  5. You can now change the layout of your printed purchase orders
  6. You can now change the layout of your printed invoices
  7. You can now change the layout of your printed price lists

Version 1.9.7 14/10/2015

  1. Added new field to Outstanding Purchase Orders page – ETD
  2. Added new field to Outstanding Purchase Orders page – ETA
  3. New field added for Purchase Order Products – Shipping Method

Version 1.9.4 13/10/2015

  1. You can now view “Allocated” totals on the view product page
  2. You can now upload an image for the “Kit Instructions” for each product in a kit

Version 1.9.2 12/10/2015

  1. You can now view a thumbnail of product images on the view product kit page

Version 1.9.1 08/10/2015

  1. New field added to Purchase Orders “Estimated Arrival Date”
  2. 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

  1. You can now enter how many products on a purchase order are “In Transit”

Version 1.8.8 28/09/2015

  1. 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

  1. 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

  1. Bug fix – in certain circumstances the “Stock Transfer” function would not work as expected
  2. Bug fix – in certain circumstances the “Copy Product Kit” function would not work

Version 1.8.4 14/09/2015

  1. Organisations can now print their own price list from the portal
  2. Organisations can now view their support tickets in the portal

Version 1.8.2 11/09/2015

  1. New method added to the api (PUT)
  2. Updated Bootstrap framework to latest version
  3. Updated Font Awesome to the latest version

Version 1.7.9 10/09/2015

  1. You can now store the date and a reference against part received purchase order products
  2. You can now see which kits a product is in on the “Product Details” page
  3. You can now see which opportunities a product is in on the “Product Details” page

Version 1.7.6 09/09/2015

  1. You can now export your outstanding purchase orders

Version 1.7.5 08/09/2015

  1. You can now print a pick list for a product kit
  2. New page added – “Outstanding Purchase Orders”
  3. You can now print the “Outstanding Purchase Orders” page

Version 1.7.2 04/09/2015

  1. You can now store build instructions against products that are copied over when you create a kit

Version 1.7.1 03/09/2015

  1. Bug fix – When doing a stock transfer, all warehouses were not listed
  2. 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
  3. You can now set the order that the images are displayed when printing a kit assembly

Version 1.6.8 01/09/2015

  1. New currency added – Singapore Dollar
  2. Customers can now view all of their invoices on the customer portal

Version 1.6.6 28/08/2015

  1. You can now add reference numbers to product kits
  2. “Allocated” column added to the products table on the “View Kit” page
  3. You can now specifically set the quantity to be shown on delivery notes (useful when part shipping orders)
  4. “Stock on Order” now shown on the “View Product” page

Version 1.6.2 26/08/2015

  1. You can now convert an opportunity into a sales order
  2. You can now download product images directly from the “Images” tab

Version 1.6.0 25/08/2015

  1. You can now add special instructions to be included when you print out a product kit assembly
  2. 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

  1. 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

  1. You can now copy product kits
  2. 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

  1. You can now add images to product kits
  2. New Page added – “Print Kit Assembly”

Version 1.5.3 04/08/2015

  1. You can now create a product kit with products from multiple manufacturers
  2. New Page added – “Open Sales Orders”

Version 1.5.1 30/07/2015

  1. New field added to products; “Notes”

Version 1.5.0 28/07/2015

  1. You can now switch on and off currencies so the ones you aren’t interested in aren’t listed
  2. New field added to prospects; “Notes”

Version 1.4.8 03/07/2015

  1. Bug fix: In some circumstances, Xero™ sales/purchase account codes were not saving

Version 1.4.7 26/06/2015

  1. Bug fix: In some circumstances invoices weren’t posting to Xero™
  2. Made some subtle improvements to the user interface

Version 1.4.5 24/06/2015

  1. We have added more methods to the Api

Version 1.4.4 23/06/2015

  1. Made some “behind the scenes” updates to the Xero™ api
  2. You can now add stock to a warehouse directly from the product details page

Version 1.4.2 19/06/2015

  1. You can now import your products directly from Xero™
  2. Warehouse stock now includes “Row” and “Location” fields
  3. You can now set the status of invoices that are posted to Xero™ (DRAFT, SUBMITTED & AUTHORISED)

Version 1.3.9 18/06/2015

  1. You can now import your organisations directly from Xero™

Version 1.3.8 17/06/2015

  1. 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

  1. You can now add a Dropbox™ link when adding documents

Version 1.3.6 10/06/2015

  1. Made some improvements to the Xero API back-end

Version 1.3.5 22/05/2015

  1. Bug fix – sales orders with product kits on were not correctly updating the stock when marked as part shipped
  2. 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
  3. Number of products “Allocated” was not getting worked out correctly for sales orders with product kits on

Version 1.3.2 22/05/2015

  1. You can now post purchase orders to Xero™

Version 1.3.1 21/05/2015

  1. You can now search within table data as well as sort columns
  2. Various plugin upgrades

Version 1.2.9 06/01/2015

  1. Bug fix – Contribution not calculated when you add a kit to an opportunity

Version 1.2.8 27/11/2014

  1. New dashboard report added – “Sales Totals By Product Category – Last 12 Months”
  2. New dashboard report added – “Sales Costs By Product Category – Last 12 Months”
  3. New dashboard report added – “Sales Volume By Product Category – Last 12 Months”

Version 1.2.5 08/08/2014

  1. You can now add custom price lists per organisation

Version 1.2.4 06/08/2014

  1. You can now issue credit notes for returned products

Version 1.2.3 17/07/2014

  1. New section added – “Customer Support Portal”
  2. New section added – “Customer Support Tickets”
  3. New section added – “Knowledge Base Articles”

Version 1.2.0 26/06/2014

  1. You can now add custom fields for Organisations and People

Version 1.1.9 25/06/2014

  1. You can now add holidays for other users instead of just for yourself
  2. People are now included in the Organisation export

Version 1.1.7 17/06/2014

  1. You can now sync your Outlook calendar (or other compatible program) with your task calendar

Version 1.1.6 16/06/2014

  1. You can now export sales orders directly via the sales orders page
  2. You can now export purchase orders directly via the purchase orders page
  3. You can now select from a drop-down list of job titles for people
  4. New section added – Staff Holidays

Version 1.1.2 11/06/2014

  1. 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

  1. Bug fix – Sales order product kits not getting added to invoices correctly

Version 1.1.0 04/04/2014

  1. Made some slight changes so the dashboard displays better on mobile devices
  2. 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

  1. 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

  1. You can now add notes to a quote which will appear in the PDF

Version 1.0.6 20/01/2014

  1. Bug fix – purchase order product stock not updating when “Receiving” the order

Version 1.0.5 10/01/2014

  1. 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

  1. Added the ability to be able to login using your Facebook or Google account

Version 1.0.3 08/01/2014

  1. Added the ability to be able to print your Control Centre page

Version 1.0.2 07/01/2014

  1. Bug fix – stock levels not getting deducted in certain scenarios

Version 1.0.1 06/01/2014

  1. 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

  1. Go live date2
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