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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