Rollup Lines

• Added a new feature called Line Rollup. This allows you to combine multiple lines into one for customer-facing documents (typically Quotes or Invoices).

• To use it, click Add Rollup when editing a package. You can drag the rollup line up and down or use arrows to define which lines are included.

  

• Below is an example of the editor showing 3 lines rolled up into one.

  

• The rollup line name can be set to Automatic (based on included lines) or entered manually.

• In the example, Fabrication line is hidden, so only the Material line is shown.

• The image below shows how this appears in the generated Quote.

  

• If you don’t want the description from the lines to be included in the automatic title, you can click the small question mark and deselect it there.

Cost-Based Pricing

• Added support for cost-based pricing, allowing you to dynamically set selling prices based on cost instead of fixed values.

• This is configured in Price Groups (Product/Service Settings > Price Groups).

• Products can use average, last landed or manual cost as the base.

  

• Services use the manually entered cost estimate of service value.

Sales Restriction

• Added the ability to set a warning or block for specific customers.

  

• If active, the warning/block appears when creating a new quote:

  • Block prevents quote creation (useful for customers with payment issues).

    

  • Warning displays important information (e.g., reminders for sales reps).

    

• Configure this from the Actions menu in the customer detail.

Calendar

• Added an exclude option for the billing customer filter. This allows you to show all customers while excluding specific ones.

Inventory

• Added a Return to Seller report.

  • Track inventory marked for return but not yet credited.

  • Easily review all returned inventory from the past.

Discounts

• Discount changes are now tracked as part of the Deal line change log.

• You can set a default discount per customer in the Advanced Configuration section of the customer detail.

  

• This discount is automatically applied to all quotes for that customer.

• Products/services can be marked as not automatically discountable (in their detail under basic information).

  • These items will be excluded from discounts when applying a discount to a quote or deal.

Drawing

• Added an option to show measurements for bump-outs.

  

Purchase Orders

• Added a new Requested Date field for Special Orders, allowing you to track when the product is needed.

• Special Orders can now be edited (via the edit icon).

Logistics Billing

• Added an option to mark jobs as non-billable. This allows you to close delivered jobs (e.g., installation) without issuing a bill.

• This option is available next to the existing option to issue a bill.

• Jobs marked as non-billable can be viewed in a separate tab.

Financial Documents

• Added a payment status filter.

Documents

• The design for the Change Order document has been slightly revised to make the changes even clearer.

Accounting

• The Sales Tax Liability report now has an option to switch to Cash basis accounting (default is Accrual).

Project

• When duplicating a project with an accepted quote, the new quote is created in the default draft state, making it easier to modify.

Live Inventory

• Added a setting to limit which warehouses are included in Live Inventory.
  This allows you to hide specific warehouses from customers.