We’re excited to introduce Release 16.3, one of our most impactful updates yet! This release is packed with enhancements designed to make your day-to-day work faster, clearer, and more efficient across every part of your business. From improved visibility into product data and smarter inventory management, to more powerful reporting, streamlined purchasing, and enhanced customer and AR insights, every update was built with your workflow in mind.

View UPC Numbers in Product and Inventory Details

UPC numbers are now shown in both the Product Detail view and Model Inventory.

This gives you the key product information in one place, making it easier to check items, keep inventory accurate, and stay organized. With UPCs easy to find, you can work faster, avoid mistakes, and manage your inventory more efficiently.

Filter by Customer Type on Batch Invoice and Shortage Reports

You can now filter the Batch Invoice screen and the Shortage Report by customer type.

This makes it easy to focus on specific groups—like retail, builder, or wholesale—so you can process invoices faster and spot the most important shortages.

Enhanced AR Customer Popover with Deposit and Net Due Visibility

We’ve updated the AR customer popover in the Orders and Service Request screens to show clearer, more useful account details.

It now includes Open Deposits, matching the Total Deposits shown on the AR Aging grid. You’ll still see Past Due and/or Balance Due, plus a new Net Due amount, which is Open Deposits minus Balance Due.

New Job Status Field for Orders and Invoices

You can now assign a Job Status to Orders and Invoices, just like Sales Tags.

This lets you organize and track jobs by their current stage—such as pending, in progress, or completed—and see these results in your sales reports.

Display Location on Reports with Short Code Option

You can now add a Location column to the Open Orders and Quote Report.

When enabled, the report will show the location for each transaction, making it easier to see where orders and quotes originate.

New Referrals Tab in Customer Inquiry

The Customer Inquiry screen now has a Referrals tab, giving you a clear view of all referral activity.

This tab shows a grid of quotes and orders with a Referred By and Referred To, making it easy to track where your business is coming from for each customer.

Assign a Main Salesperson When Creating or Editing a Customer

You can now assign a Main Salesperson when creating or editing a customer.

This makes it easy to show who owns each customer, helping your team manage relationships, stay accountable, and provide consistent, personalized follow-up.

Batch Invoice Export Includes Delivery Schedule Times

Batch Invoice exports now include delivery schedule times, giving you a clearer view of order fulfillment.

With delivery times in your export, you can better plan logistics, provide accurate delivery windows, and align invoicing with scheduled deliveries.

Service Request Date of Occupancy

We’ve introduced a Date of Occupancy field on service requests to improve your service experience. This field captures when someone began using a product, giving our team better insight into real-world usage.

With this information, we can more accurately assess warranty coverage, better understand when issues may have started, and provide faster, more informed support.

Enhanced AR Pay with Additional Columns

AR Pay has been updated with new columns for AR Invoice Description and Customer PO.

These changes make it easier to find and select the right invoices when applying payments.

By reducing the need to open individual records or check other screens, this update saves time and improves accuracy in accounts receivable.

Track Vendor Acknowledgements on Purchase Order Items

You can now see an Acknowledgement Number and Acknowledgement Date directly on Purchase Order (PO) items, giving you clearer insight into vendor confirmations.

The PO Report also now includes a filter for Unacknowledged items, making it easy to spot orders that haven’t been confirmed by your vendors.

This update helps you track outstanding acknowledgements, improve vendor communication, and reduce the risk of delays or missed orders.

New Ways to Update ETAs on Purchase Orders

You can now bulk edit ETAs for multiple Purchase Order (PO) items at once, making it faster and easier to update large orders.

The system also supports importing PO details as another way to update ETAs, giving you a quick and flexible option to manage expected delivery dates.

These updates help you track shipments more accurately, keep your team informed, and reduce the risk of delays or miscommunication. By simplifying ETA updates, you can better coordinate receiving, planning, and customer communications.

Set Serial Status on Purchase Order Items

You can now assign a Serial Status directly to PO items, giving you clearer control and visibility over serialized inventory.

By showing the status of serialized items, your team can streamline receiving, fulfill orders more efficiently, and keep better accountability across your inventory.

Scoped Search on Order Requests

You can now narrow your search on the Order Requests screen by a specific type—like Sales Order Number, Model, or Customer.

This focused search gives you more accurate results, making it faster to find requests for a specific sales order without unrelated matches.

Line Item Tags Visible in Order Requirements Detail View

The Order Requirements detail view now shows line item tags for each order.

This makes it easy to see all tags at a glance, helping you account for builder codes, project specs, and other key identifiers when planning and purchasing.

Sales Location Filter Added to Stock Levels in Order Requirements

The Stock Levels section in Order Requirements now includes a Sales Location filter.

This lets you see inventory levels for a specific sales location, making it easier to check availability, plan purchases, and fulfill orders accurately.

Upload Location Min/Max by Brand

You can now upload minimum and maximum inventory levels by brand for each location.

This makes it easy to set and adjust inventory thresholds across multiple locations, helping each site maintain the right stock levels for every brand.

Automated Brand-Level Min/Max Calculation

Inventory now supports automated min/max calculations by brand. You set the minimum and maximum in weeks of supply, and the system converts these into unit quantities for each model at each location based on the last 12 months of sales.

This calculation runs automatically monthly, helping keep stock levels aligned with demand, reducing overstock and stockouts, and simplifying inventory planning across all locations.

Set a Default Label Size for Inventory

You can now set a default label size for your inventory items.

This makes labeling faster by automatically using your chosen size when printing, ensuring consistency across all items. Standardizing label sizes reduces manual adjustments, improves efficiency in receiving and stocking, and keeps your inventory organized and professional.

Override Locked Trucks and Dates in Scheduler

Users with create and edit permissions in the Scheduler (Delivery/Service) can now override locked trucks and dates when scheduling or editing jobs.

This gives authorized users flexibility to adjust schedules in special cases without system restrictions. Controlled overrides help your team manage last-minute changes, optimize routes, and keep operations running smoothly and accurately.