{"version":"Release 3.18.01.2 - Retail Express","released":"","product":"","summary":"","kbArticle":"","groups":{"feature":{"summary":"New capabilities for POS, export, email","items":[{"featured":true,"title":"Stock Replenishment via PO - Include Incomplete PO's Filter","description":"Users can now optionally include incomplete purchase orders in replenishment calculations by deducting the 'On Order' quantity for Incomplete PO's when the 'Include Incomplete PO's' flag is enabled. Prevents over-ordering by adjusting suggested replenishment quantities to exclude items already on incomplete purchase orders."},{"featured":true,"title":"POS - Salesperson Placeholders","description":"Introduced additional placeholders in the Email Template Builder, allowing users to dynamically control the content displayed in the email body: Salesperson First Name, Salesperson First & Last Name, Current User First Name, Current User First & Last Name. 'Salesperson' represents the sales person assigned to the invoice whereas 'Current User' is the current logged in user who actually sends the email."},{"featured":false,"title":"PO Email 'From Address' Enhancement","description":"New logic added to ensure that when sending PO emails, the 'From Address' obeys the Master vs. Outlet PO setting for PO Manager and Stock Replenishment via PO. Configure via Settings > PO & Supplier Return Settings > 'Display Master or Outlet Data on PO's' > choose between 'Master' (uses global email) or 'Outlet' (uses the warehouse's email, if available)."},{"featured":false,"title":"PO Flat File Export","description":"Users can download Excel PO flat files directly from the final step in the Stock Replenishment via PO process. New 'Export Excel' column added beside each PO ID along with 'Export All' button to download all POs in a single ZIP file."},{"featured":false,"title":"Supplier Comments within Email Message Body","description":"Introduced a new setting to dynamically insert Supplier PO Comments from Settings > PO & Supplier Return Settings. If enabled, the email will include the first line 'Please find attached Purchase Order #XXXX for [Company Name]' and Supplier comments from settings."},{"featured":false,"title":"PO 'Created' and 'Modified By'","description":"Added logging and visibility of 'Created By' and 'Modified By' against Purchase Orders. Values are displayed in the PO Items, and PO Details page and also PO Detail Report & Export."},{"featured":false,"title":"Hide/Show Salesperson Name on Invoices","description":"Implemented a setting to hide the Salesperson field in PDFs (invoice, pick, dispatch) as well as Thermal Receipts and POS email invoices. Configured under Settings > POS Settings > Invoice/Receipt Settings > 'Display Sales Person Name on Invoices & Receipts'."}]},"fix":{"summary":"Resolved issues with API, POS, reporting","items":[{"featured":false,"title":"Creating/Editing Products & Packages","description":"Mass Upload 2.0 / Legacy Upload / Create and also Duplicate Product features now support ' \" and / characters in uploads and product create/editing."},{"featured":false,"title":"Stock List Matrix Report","description":"Resolved an issue where longer descriptions would extend beyond page width."},{"featured":false,"title":"AVG COGS Calculation","description":"Fixed an issue where the report incorrectly calculated average COGS and other metrics when no Supplier SKU/PLU filter was applied."},{"featured":false,"title":"PO Display","description":"Fixed an error of displaying incorrect supplier information due to outlet settings and 'Display Master or Outlet Specific Data' configuration."},{"featured":false,"title":"PO Stock Receipt","description":"Resolved issue preventing previously made available stock receipts from being finalized."},{"featured":false,"title":"Transfers PDF","description":"Updated Logo Scaling to avoid overlap with page content."},{"featured":false,"title":"Account Statements","description":"Resolved an issue with Account Statements where the PDF Documents previously contained an additional blank page unnecessarily."},{"featured":false,"title":"POS Advanced Search Price Input Field Issue","description":"Fixed an issue where the Price field was not accepting decimal values in certain cases in Advanced Search."},{"featured":false,"title":"Financial Movement Log Enhancement","description":"Added Supplier Return filter and updated 'API' source to differentiate between UI (now 'UI') and integrator-driven (remains 'API') supplier returns."},{"featured":false,"title":"POS Voucher Reprint Discrepancy","description":"Shopify vouchers reprint in POS with incorrect formatting (not centered) and missing barcode delimiters, preventing scanning, unlike POS-generated vouchers."},{"featured":false,"title":"Statement Print Issue","description":"Resolved an issue where the bottom of multi-page customer statements was cut off when all outlet fields were populated."},{"featured":false,"title":"Supplier Return Edit Performance Issue","description":"Improved loading time for supplier return edit page which was slow and causing 'something went wrong' errors for customers with large returns."},{"featured":false,"title":"Outlet Setting Enhancement","description":"Improved PO/Invoice outlet setting flexibility and consistency."},{"featured":false,"title":"Supplier Name Added to POS Product Edit Modal","description":"Added Supplier details to POS product edit in POS. Only available for users with existing access to edit product page in back office."},{"featured":false,"title":"Customer Edit Page Enhancement","description":"Added 'Home Outlet' dropdown to back-office customer edit."},{"featured":false,"title":"EDS Notification Enhancement","description":"Added notifications for customer loyalty and potential price group changes."},{"featured":false,"title":"Stock Replenishment","description":"Added a 2 Year maximum date span restriction when searching for results, this it to ensure performance for larger data sets."},{"featured":false,"title":"REST API - GET /Customers","description":"Optimisations made to assist with performance and resolved an issue with queries exceeding timeouts in certain cases."}]}}}
Release 3.18.01.2 - Retail Express
Released:
Summary:
Features
New capabilities for POS, export, email
Stock Replenishment via PO - Include Incomplete PO's Filter - Users can now optionally include incomplete purchase orders in replenishment calculations by deducting the 'On Order' quantity for Incomplete PO's when the 'Include Incomplete PO's' flag is enabled. Prevents over-ordering by adjusting suggested replenishment quantities to exclude items already on incomplete purchase orders.
POS - Salesperson Placeholders - Introduced additional placeholders in the Email Template Builder, allowing users to dynamically control the content displayed in the email body: Salesperson First Name, Salesperson First & Last Name, Current User First Name, Current User First & Last Name. 'Salesperson' represents the sales person assigned to the invoice whereas 'Current User' is the current logged in user who actually sends the email.
PO Email 'From Address' Enhancement - New logic added to ensure that when sending PO emails, the 'From Address' obeys the Master vs. Outlet PO setting for PO Manager and Stock Replenishment via PO. Configure via Settings > PO & Supplier Return Settings > 'Display Master or Outlet Data on PO's' > choose between 'Master' (uses global email) or 'Outlet' (uses the warehouse's email, if available).
PO Flat File Export - Users can download Excel PO flat files directly from the final step in the Stock Replenishment via PO process. New 'Export Excel' column added beside each PO ID along with 'Export All' button to download all POs in a single ZIP file.
Supplier Comments within Email Message Body - Introduced a new setting to dynamically insert Supplier PO Comments from Settings > PO & Supplier Return Settings. If enabled, the email will include the first line 'Please find attached Purchase Order #XXXX for [Company Name]' and Supplier comments from settings.
PO 'Created' and 'Modified By' - Added logging and visibility of 'Created By' and 'Modified By' against Purchase Orders. Values are displayed in the PO Items, and PO Details page and also PO Detail Report & Export.
Hide/Show Salesperson Name on Invoices - Implemented a setting to hide the Salesperson field in PDFs (invoice, pick, dispatch) as well as Thermal Receipts and POS email invoices. Configured under Settings > POS Settings > Invoice/Receipt Settings > 'Display Sales Person Name on Invoices & Receipts'.
Bug Fixes
Resolved issues with API, POS, reporting
Creating/Editing Products & Packages - Mass Upload 2.0 / Legacy Upload / Create and also Duplicate Product features now support ' " and / characters in uploads and product create/editing.
Stock List Matrix Report - Resolved an issue where longer descriptions would extend beyond page width.
AVG COGS Calculation - Fixed an issue where the report incorrectly calculated average COGS and other metrics when no Supplier SKU/PLU filter was applied.
PO Display - Fixed an error of displaying incorrect supplier information due to outlet settings and 'Display Master or Outlet Specific Data' configuration.
PO Stock Receipt - Resolved issue preventing previously made available stock receipts from being finalized.
Transfers PDF - Updated Logo Scaling to avoid overlap with page content.
Account Statements - Resolved an issue with Account Statements where the PDF Documents previously contained an additional blank page unnecessarily.
POS Advanced Search Price Input Field Issue - Fixed an issue where the Price field was not accepting decimal values in certain cases in Advanced Search.
Financial Movement Log Enhancement - Added Supplier Return filter and updated 'API' source to differentiate between UI (now 'UI') and integrator-driven (remains 'API') supplier returns.
POS Voucher Reprint Discrepancy - Shopify vouchers reprint in POS with incorrect formatting (not centered) and missing barcode delimiters, preventing scanning, unlike POS-generated vouchers.
Statement Print Issue - Resolved an issue where the bottom of multi-page customer statements was cut off when all outlet fields were populated.
Supplier Return Edit Performance Issue - Improved loading time for supplier return edit page which was slow and causing 'something went wrong' errors for customers with large returns.
Outlet Setting Enhancement - Improved PO/Invoice outlet setting flexibility and consistency.
Supplier Name Added to POS Product Edit Modal - Added Supplier details to POS product edit in POS. Only available for users with existing access to edit product page in back office.
Customer Edit Page Enhancement - Added 'Home Outlet' dropdown to back-office customer edit.
EDS Notification Enhancement - Added notifications for customer loyalty and potential price group changes.
Stock Replenishment - Added a 2 Year maximum date span restriction when searching for results, this it to ensure performance for larger data sets.
REST API - GET /Customers - Optimisations made to assist with performance and resolved an issue with queries exceeding timeouts in certain cases.
