- Add Tax to Sales Order Item Dialog for Taxable Products
- Add Province Page and New Province dialog
- Fix main dashboard sales report graph bug
- Add tax to checkout dialog
- Better link Province and Tax
- Add Countries table
- Add Shipping Prices to Items Checkout Dialog for Eccomerce Customers, Calculate based on Canada Post Rates
- Create Packing Slips for SOs on Truck Page
- Add SO Number to Truck Page
- Update icons and styling for PDF buttons
- Update Excel Icon
- Add Account Owner Option to Customer Page and Give Sales Rep Access to Customer Page through side nav
- Add User Profile Page
- Direct Cost Dialog Autofill Rate and UOM after product selection
- Make Logo in Purchase Order PDF logo bigger, text alignment changes, text updates
- For Purchase Order PDF, add dialog option to remove description
- UI updates main dashboard chage – to | & delivery dashboard remove strike text
- Fix Bug with Direct Cost UOM not showing up
- Remove Delete Button and Add Batch $ Fields for Direct Cost Items based on Project Items
- Auto Populate Project Direct Costs Based on (Project Items) on Recieiving Price, and Delivery #s, Only Stock that has already been recieved and is marked on delivered will be added to cost
- Auto fill fields such as project id, config info, invoice type & customer in project invoice
- Integrate Invoice Dashboard Type Invoice into Project
- Highlight Expired Contractors in red, Other Project Contractor Styling Updates
- Fix Project Bug
- Purchase Order Detail UI Updates
- Add Delivery Vehicle Data to Loading Page
- Add Loaded Trucks Details Page to manage each trucks loaded orders individually
- Add Loaded Trucks Page to display number of orders loaded in each truck
- Add Reorder List to Procurement Navigation
- Change Product Desc in Purchase Order PDF to SHort Desc
- Add Short Desc to Products
- Add HTML to descriptions in catalog pages that was added in product page
- Fix Proj Warehouse Bug
- Many Minor Purchase Order PDF Updates
- Add Manufacturer Part Num to Product Page and Purchase Order PDF
- Add Product Bug Fix, Prevent Duplicate Product Creation
- Populate Project Onsite Column Automatically Based on Inventory in Project Warehouses
- Auto fill UOM for project items based on product UOM
- Add edit capability to project Items
- Fix Bug Product Name Not Showing in table for Add Recieving Item
- Add UOM as uneditable text automatically to Recieving Dialogs
- Show Salable Column in Warehouse List
- Prevent Setting Warehouse to Default and Non Salable
- Add SKU to Stock Levels Report
- Tablet Optimizations for multi picture view (catalog)
- Add Product Attributes to Catalog Dialog, B2B Dialog and B2C Dialog
- Update Button Text/ Styling Product Sales Report Page
- Add Custom Eccomerce Page for Web Users (in progress needs payment integration)
- Add Register Page for Web Users
- Auto Fill Billing Address in New Invoices After Selecting Client
- Add Billing Address to Customer Page
- Fix Product Sales Report January Showing Bug + Tooltip Formatting
- Add Salable Status to Warehouse, dont show non salable warehouse items in catalog or use it in order fufillment / sales priority logic
- Add Multiple Pictures to Catalog Dialogs for each product
- Load & display Customers into dialog on initial click
- Add B2B cart dialog to B2b Eccomerce Page
- Prevent unauthurized users from reaching users page
- Allow Changing Password without knowing previous password
- Add User Option too Customer Page
- Must Save Product Before adding product categories
- Add Ability to Enable New Products on Initial Save
- Catalog Cart Page Tablet Styling and Optimizations
- Receiving Page total refactor, integrate with batch history and improve code flow, update entire flow
- B2B Eccomerce Order Dialog
- B2B Eccommerce Page Link (In Dev) with price showing
- Prevent Ordering in Catalog without specifiying Customer Id
- Proposal calc bug fix
- Creating new invoices will no longer effect stock
- Add B2B Role too Users Page
- Add Descriptive Messaging With Password Rules to Add Users Dialog
- Loading Bug Fixes
- Invoice Item Dialog UI Updates
- Highlight Expired Contractors – Contractors Page
- Catalog small styling changes
- For Customer Selling Report and Best Selling Products Report update date filtering logic
- Fix Duplicate Tax Item Bug
- Add Link to Receiving List Page from Purchase Order
- Fix Add Purchase Order by Quote Item Bug
- Delivery Truck small UI updates
- Allow Setting Proposal Summary Discounts by Percent or Dollar Amount
- Proposal PDF Updates – Add Customer Details Fields to Pdf, Fix Top Address Overflow Bug
- Proposal Details Page Updates – Have Final Total Include Project Level Costs, Styling, Formatting
- Add Hover Effects to Product Tree
- Redesign Product Page, allow adding multiple image and attachments
- New UI Updates – Catalog & Dashboard – catalog border style, custom scrollbars & more
- Add Mobile Warehouse Functionality
- Prevent Deleting Warehouses with outstanding stock
- Redesign Move Stock for Batch History Flow
- Add Option to Create Mobile Warehouse from Delivery Truck
- Add Delete Option to Warehouse
- Add Link to Loading Items in Next Sales Orders to Load Section
- Dashboard UI Updates – Add Scrolling to Boxing, Design Chgs, Borders & more
- Fix Invoice Errors
- Add Option to Filter by Customer in Top Selling Report
- Add Batch History Data and Integration to Delivery Page
- Add Deload Option to Delivery Page
- Add Attachments to Quotes
- Add New fields to purchase order
- More Catalog Tablet Optimizations
- Add Check Stock Functionality to Loading
- Add Split functionality to Loading
- Loading refactor and integrate with Batch history flow
- Make Catalog more tablet friendly
- Fix PDF overflow bug
- Add Company Profile Logo to Dashboard
- Add new box styling to catalog
- Small Warehouse Section Bug Fix
- Add New Project Navigation button
- Update Navigation Icons and Names
- Add Next Orders to Ship to Dashboard
- Add Reorder List to Dashboard
- Update QuickLinks Styling
- Add Product Sales Charts to Dashboard
- Add Release Notes to Dashboard
- Update Top Selling Styling
- Add Asset Value Box to Dashboard
- Add Signature to PDF exports – Proposal and Purchase Order
- Add Best Selling Product Summary to Dashboard
- Add Top Customer Summary to Dashboard
- Add Top Customer Report
- Add Best Selling Product Report
- Add Top Selling Report to give info on best selling products and top spending customers
- Add Signature too PDF to Proposal
- Update Asset Value Report Names and Columns
- Add Zoning Page
- Update Product Page Info After Edit
- Add Delete Option to Purchase Orders
- Add Delete Option to Purchase Order Items
- Add Notes and Ship To Fields to Purchase Order Page
- Allow Setting Default Warehouse and Default Warehouse Section for Every Warehouse in Warehouse Page
- Add Ability to Disable Users
- Allow Selecting Warehouse Section in Sale Order Dialog
- Add Ability to Delete Users
- Add Bulk Export Option to QuickBooks
- Add Export In Quickbooks Format Option to Invoice
- Add PDF Download Option for Purchase Order
- Fix Breadcrumb spacing bug
- Fix Duplicate Item in Catalog Bug
- Add Asset Value Page
- Add Selling Priority Selection Page
- Add Batch History Table
- Prevent null warehouse sections in sale order items
- Refactor Sale Order Controller Logic
- Edit Sale Order Number Generation Logic, to make ensure ids
- Highlight expired proposals in red
- Fix / Refactor Product Tree Bread Crumb Logic
- Other Proposal UI updates
- Add warehouse details to front end sales order item details
- remove stock shortage table from inventory shortage page
- Add new field total proposal amount to proposal summary
- Change Contract Price to Project Level Price
- Fix bug in Prcpx Customer
- Make Customer Dropdown default field larger
- Make Sales Order # Column Editable
- Add Option to Filter By in Stock in Catalog
- Minor Proposal Styling Adjustments
- Change labor cost & additional cost to labor price in all proposal pages
- Remove tax calculation from proposal
- Change Cost of Material to Cost After Discount in Proposal
- Update Product Delete Hint
- Fix bug in Invoice Controller
- Add new fields to invoice items
- Allow auto filling invoice items based on non invoiced sales order items, but still show all items
- Auto populate invoice fields based on selected sales orders list, exclude sales order that have already been fully invoiced or have no items
- Add Option to create new invoice based on sales order and its items
- Update hint text user setting and checklist page to to correct output
- Update Catalog Cart UI, and spacing
- Add Calculate and add total to Catalog Cart Page in table footer
- Add Item Discount display to Catalog Cart Page
- Update Shortage view logic, can see all warehouse section with negative or 0 stock for any category
- Remove negative values from stock page
- Add Sales Menu Access for Driver Sale Role
- Update Supplier Page UI and add fields
- Remove Production From Menu
- Move Stock Bug Fix
- Fix Recieving Backend Logic
- Stock Level All Option
- Add edit and delete buttons to UI in sale order list page
- Add Delete functionality to Sale Order Items, update stock and stock history values on delete
- Add Delete functionality to Sale Order, update stock and stock history values on delete
- Add new fields to supplier dialog and detail page & edit alignment for those pages
- Add New Fields To Company Profile that allow enabling and disabling sale order email
- Add Option to Receive Detailed Emails on Sales Orders
- Add and Integrate Searchable Customer field into Invoice Dashboard Page, Sales Report Page, Proforma Invoice Page, Catalog Dialog, Sales Order Dialogs, Project Dialog, Proposal Dialog
- Add populate by Id to Customer Field
- Create Searchable Customer Field Component
- Sort loading details results with appropriate warehouse data by qty
- Add sale order notes to loading page
- loading detail controller logic updates to prevent edge case exceptions
- Bug Fix on loading detail page to remove duplicates
- Improvements to Sale Order Logic
- Remove deleted items from stock level page
- Have stock levels page start on qty on hand
- When Expired Session is Detected Log Out
- Receiving Item Bug Fixes
- Minor Invoice Dashboard UI changes
- Truncate Calculated Amount in Invoice
- Allow searching any part of product pame or properties in product dropdown
- Remove deleted products from stock level report
- Change export to excel logo to excel icon
- add export to excel option to stock level page
- In Invoice Component set Invoice Due Date based on changes to invoice date and payment method
- Make all date pickers start from month view
- In Sales Order Dialog display stock for each warehouse after product is selected
- Autoload UOM in sales order dialog after product selected
- Change Catalog Dialog Table Formatting to show clear distinctions between rows, even with long warehouse names, now text will overflow
- Normalize Database Models, this will make deployments faster and adds additional back end fields
- Turn catalog form red if qty requested > greater than stock
- Integrate buttons into sales order dialog to make more user friendly on tablet
- Integrate buttons into catalog dialog to make more user friendly on tablet
- create increment button component to allow easy incrementing on tablet
- Various bug fixes and backend changes
- update logic for prcpx date component to allow changing the date any time
- In sale order get and display amount of products in warehouse
- normalize fields between sale order and catalog
- Remove Purchase Order from caalog dialog
- Autofill sales order due date
- Fix redirect bug on add sales order and add invoice order
- Change Style for QuickLinks
- Add Checkboxes to all Due Dates in Due Dates Page
- Catalog Dialog Style Redesign to allow all form fields for each item
- Show all warehouses in catalog even when no Stock
- Fix Blank Warehouse Bug in Catalog
ProcePax™ – Release Notes 2.7.6