03-2023

        03-2023


        Article summary

        3/31/2023

        • Spec Fields now include a "Timer" option

        3/30/2023

        • Work Order Comments
          • Comments may be created from the work order page or the workboard
        • Add quoted parts from the receiving dashboard
        • The default reporting page is now the "Reporting Dashboard"
          • The edit reports page can still be accessed by clicking the the "Add/Edit Reports" button
        • Improvements to the reporting page layout
        • Report Folders - organize reports by type into folders for easier access

        3/29/2023

        • Work order pages now have a "touch inventory" button to mark that a batch was used on a work order without requiring a depletion amount
        • Inventory Report on Add Parts table - view relevant inventory amounts during order entry
        • Group or serialize parts using the Standard Pack feature
          • Allows for moving parts from pallets to boxes
          • Available on Workboards
        • Power Documents - PDF documents are now able to be further customized using low code

        3/25/2023

        • Inventory Management Page - track and update inventory levels from one central location
        • Inventory Batch Containers - allows the association of multiple inventory containers to a single batch

        3/23/2023

        • Invoicing 2.0
          • Improved speed
          • Displays the date and time of the most recent sync to accounting software
          • Drop down filter options
          • Results are sorted by "most recent"
          • Results are paged rather than infinitely scrollable
          • The option to void invoices is removed once the invoice has been synced to accounting (still available on the "View All Invoices" page)

        3/21/2023

        • Low Code Received Orders are now available

          • When adding a part to a Received Order, this setting allows for editing of treatment times, part pricing, parts per rack, and station routing
          • This setting must be enabled in the Domain Settings
        • Shipped "Truck Mode" limits visibility and functionality for screens used for packing slip and bill of lading signing

        3/20/2023

        • Invoices may now be archived from the "View All Invoices" page
          • Voiding invoices that have already synced to accounting does NOT void them in accounting

        3/16/2023

        • Parts may be grouped / regrouped / ungrouped from workboards
        • Part number labels may now be printed from workboards
          • Mass label printing for part groups is also supported

        3/14/2023

        • Quick certificate creation option now available on the shipping dashboard

        3/10/2023

        • Default treatments may now be set in low code quoting (domain setting)
        • Error screens now display a message and link to the support ticket form
        • Part quantity on invoice creation now defaults to the quantity of parts at the invoicing process node

        3/9/2023

        • The first node in a process can now be set as an "autocomplete" node

        3/7/2023

        • Line scheduling is available
        • Tax Codes can be marked as "hidden" to prevent them from displaying as options on invoice creation
        • Invoices may be manually marked as "synced" to clear error notifications
        • Rows on table pages are now clickable links
        • Part group labels are now available throughout the platform

        3/6/2023

        • Reworked parts can now be sent to a "quarantine" where they can be evaluated and assigned a rework process later

        3/5/2023

        • Gross weight measurements can be modified and saved mid-process without the need to adjust part quantities
        • Gross weights entered mid-process can be saved and imported into shipping documents

        3/4/2023

        • Low code invoicing adjustments
          • GL acccount updates
          • Price updates
        • New password strength requirements
          • Cannot reuse portions of your email address
          • Cannot include your email address
          • Must be at least 8 characters
          • Must include 3 of the 4 of:
            • Upper Case letters
            • Lower Case letters
            • Numbers
            • Special Characters

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