Saving Quick Filters on Transactions List
You can now save your filter combinations on your Transactions List to Quick Filters. Once you select your filters, click the blue Save As Preset button in the bottom right of your filter options, give it a name and click the green save button, and it will be saved as a Quick Filter which when clicked will automatically select your filters.
Order Snapshots Now In Activity History
In your Activity History tab in your transaction view screen, you'll see a printable PDF order snapshot anytime a transaction is updated moving forward. Note: It may take a few seconds for the snapshot to generate. If you don't initially see the PDF after you update an order or quote, you can refresh the page.
COMING SOON - NEW DIGITAL PICKING SLIP
We're enhancing the digital picking slip with new scanning capabilities, numerical inputs, notes field on items, and more! Reach out to our team to join the beta testing group. Going live for all customers soon!
Groups Now Have Descriptions!
When creating groups in your orders, you can now add descriptions! Please reach out to our team if you have any questions!
Open Office Call Highlights - Sept 10
In this Open Office Hour call we talked in depth about the different options for calculating your delivery costs. Check it out for details about standard options and enhanced costs with the premium logistics!
Watch Highlight Reel
New Date Filters on Transactions
We've added a new date filter to your Transactions List! You can now filter your date range by the date a transaction was last updated. If you have any questions, please reach out to our team through the chat or by emailing [email protected].
Client Specific Terms & Conditions
You can now set conditions like invoice terms and discounts on the client profile. You can find these new options by editing the client profile!
New Short Tag for Transportation
You now have the short tag of transportation type in your order and quote templates! If you need help adjust your documents to add this new field, contact our team at [email protected]
Contact can now be required when creating a transaction
Under your client settings you can now make the contact under the client a required field.
