We’re excited to share the latest updates in version 15.8 of our Sales platform! This release brings a mix of new features, helpful improvements, and important bug fixes—all designed to make your experience smoother and more efficient.
What’s New
Vendors
Quick Create Vendor: You can now quickly add new vendors by just inputting the name, code, and terms for the vendor, streamlining your workflow.
Bulk Edit Vendors: The vendor list now includes an option to bulk edit vendors. You can assign vendor type, GL accounts, 1099 information, VR information, and default payer locations to multiple vendors at once.
Point of Sale
Obsolete Model Filter: The open order and quote reports now include a filter for “Has Obsolete Models.” This feature helps you quickly identify quotes and open orders with obsolete models that may need replacement.
Taxes
Misc Item Tax Categories: You can now specify misc taxes by category. You can either exclude a misc tax from one or more categories, or setup a misc tax to only apply to specific categories.
Service Requests
Service Requests: When creating a service request from the customer history, you can now choose to if you want to assign either the bill-to or ship-to customer from the initial sale.