Parent-Based Pricing

• Added Parent-Based Pricing to Package Templates and Drawing Lines. This allows you to price an item based on the category, type, or custom fields of its parent line.

• This makes it possible to, for example, price a fabrication service differently depending on whether the material is Natural Stone or Quartz.

• You can also use custom product fields to drive pricing. For example, a service price can vary based on the value of a specific custom field on the product.

• To configure this, open either the Package Template Editor or Drawing Line Settings, enable Price Overrides Based on Parent, and define your rules.

• The example below shows different fabrication pricing based on the material category.

  

Finance

• Added Primary Sales, Secondary Sales, and Sales Team filters to the Aged Receivables report.

• This allows you to analyze receivables either by customer or by the person responsible for managing the account.

• To access these options, click the new Display button, which now contains both the existing display toggles and the new View By options.

  

Drawing

• Added support for Rollup Lines in the Drawing Quote step.

• This allows you to create and manage rollups directly from Drawing without having to save the drawing and edit the quote afterward.

Purchase Orders

• Added a new Read Purchase Orders permission.

• Users with this permission can view PO details without being able to modify them.

• If you do not want users to see costs, do not assign the Read Costs permission.