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v6.71

Feature Updates​

NEW: Broker Add-On​

The Broker module is designed for brokers who source plant material from multiple vendors and coordinate purchasing and fulfillment on behalf of their customers. Initially support is provided through Sales Orders and Purchase Orders, using Vendor Items and Vendor Locations to represent vendor availability.

Key features:

  • Set sales margin globally or by vendor to markup sell price based on vendor cost
  • Assign default vendor locations to maintain inventory
  • Assign a vendor to a sales order and generate a purchase order from the sales order
  • Add items to sales orders from vendor items with automatic allocation to vendor locations, price automatically set based on margin
  • Mix and match items from multiple vendors into a single sales order and view vendors associated with items
  • Select one or more sales orders and add items to a purchase order
  • Consolidated vendor item pivot (Vendor Item Matrix) showing quantity and cost for quick lookup and comparison
  • Import vendor item lists and availability with multiple name-matching algorithms (coming soon)

Sales​

  • Added company preference to control sales tax rounding by line item or subtotal (default is by subtotal)
  • Added company preference to enable hold sell price when creating new orders (disabled by default)
  • Master Order excel export now includes item category
  • Sales order, master order and quote item entry sequence now supports decimal values for sorting - useful when using custom groups and organizing into specific sort order.
  • Sales order list column chooser now includes bill-to and ship-to contact fields

B&B Management​

  • B&B Order Review (Summary) Added ability to edit item notes and picking notes
  • Added validation to prevent fulfillment types (FT) from being set inactive when assigned to one or more items

Purchasing​

  • Purchase order list search now includes an "Any" option for status filtering
  • Vendor item list is now available in Product Status
  • Purchase order and master purchase order item entry sequence now supports decimal values for sorting

Inventory​

  • Transaction log now supports searching by customer assigned to the crop
  • Item Sizes > Master Item selector now displays Item ID alongside item name
  • GTIN-12 / UPC validation updated to allow variable-length company prefixes
  • Added validation to prevent locations from being set to inactive when assigned as default to one or more vendors
  • Added validation to prevent ready dates from being set inactive when assigned as default to one or more vendors

Mobile App​

  • Display NA items in loading view
  • Picking: Added ability to view NA items
  • Inventory Adjust: Customer selection now auto-focuses search field
  • Shipping Load: Address links now open based on device iOS → Apple Maps, Android → Google Maps
  • Shipping Load: When a PO is added as a pickup, swiping left on the PO allows viewing PO items

Reports​

  • Item Performance Metrics: Added average list price
  • Sales > Sales Comparison by Item Size now includes all four pricing group prices

Bug Fixes​

  • MPO Excel export: Fixed error when common name was present on item
  • Calendar: Fixed error when opening purchase order returns from the calendar
  • Label/Tag Printing: Fixed issue where full sales rep name was not displayed when printing tags from B&B order summary
  • Customer > Customer Contacts: Added Terms column
  • Sales > Sales Order Item History: Added Load # and Customer PO columns