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, Installation and Fabrication lines are hidden, so only the Material line is shown.

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

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 Settings > Price Groups).

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

• Services use the manually entered cost.

Calendar

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

Discounts

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

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).

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.