You can now update the historical invoiced cost of miscellaneous items directly at the order item level. This makes it easier to correct cost information when needed, helping ensure your records remain accurate over time. With more reliable historical cost data, you can have greater confidence in reports, profitability analysis, and other business decisions that rely on invoiced costs.

The Add Misc Items action in Quotes, Orders, and Service Requests now displays only the miscellaneous items a user is authorized to add. Users will continue to see items that are available to everyone, as well as items assigned to their user account or team. This enhancement helps simplify item selection, reduces the chance of adding unauthorized items, and provides greater control over which miscellaneous items are available during the sales process, without affecting items already included on existing sales.

Orders can now be duplicated to create a new sale using the information from an existing order. This eliminates the need to manually recreate similar orders, saving time and reducing data entry. Reusing existing sales also helps improve accuracy and consistency when processing repeat or similar customer orders.

The Open Orders grid now includes a Job Info column that displays the associated Job Name and Customer PO for each order. The search functionality has also been updated to include these fields, allowing users to quickly locate open orders using job-related information. This provides greater visibility into order details and makes it easier to find the correct order when managing sales.

A new permission has been added to control which users can process negative payments. The permission is turned on by default, so current users will continue to have access unless it is changed. Users without this permission will be prevented from submitting negative payments, helping you better control payment adjustments and avoid unauthorized changes.

The new Lightning Add modal makes it faster and easier to add items to quotes, orders, and service requests from one convenient location. Users can quickly enter item details, update order information, search for inventory models and miscellaneous items, and set quantities and pricing before adding items. This helps reduce manual entry, saves time, and provides a more efficient way to build sales.

This release introduces powerful new pricing enhancements that make it easier to automate, manage, and validate your pricing strategy. With configurable Default Price Rules, manufacturer-specific overrides, and built-in pricing anomaly detection, you can create more consistent pricing, reduce manual effort, and quickly identify potential pricing issues before they impact your business.

The AR Aging report now includes the customer's Main Salesperson information, allowing users to group and analyze outstanding receivables by salesperson. This provides better visibility into account responsibility and helps sales teams more easily track customer balances and follow up on outstanding payments.

The AR Aging Detail export now includes additional customer and job information, including Job, Customer PO, Customer Number, Customer Reference, and Description. These added details provide more context for each aging record, making it easier to identify accounts, review outstanding balances, and use exported data for reporting and follow-up activities.

Purchase order item costs can now be updated in bulk, allowing users to make cost changes across multiple items at the same time. This eliminates the need to update each item individually, saving time and reducing manual effort when maintaining purchase order information. The ability to apply cost updates more efficiently helps improve accuracy and streamlines purchasing workflows.

A new Include Transfer filter allows users to quickly identify items that are currently associated with a transfer. Or if unchecked, not associated with a transfer. This provides more flexibility when filtering and reviewing data, helping you make more accurate decisions on inventory and deliveries.

The Shortage Report now uses updated row coloring to highlight when allocated inventory is not available in the correct location. This visual indicator helps users quickly identify potential inventory issues and take action to resolve allocation problems. By making exceptions easier to spot, users can improve inventory management and reduce delays caused by items being allocated from the wrong location.

Users can now view the available fields used when running AI compliance analysis. This provides greater visibility into the information available when creating compliance rules, helping users build more effective rules and better understand the data used during compliance evaluations.

A new setting on the Stock tab in ECOM Settings lets you display locked custom products even when they are out of stock. This gives you more flexibility in deciding which products customers can see in your online store.