ProcePax™ – Release Notes 2.7.6

  • 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

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