Monthly Platform Updates

Showcase platform updates and insight.

August 2024


Invoice Capture:

  • Ability to upload multiple pages on an order
  • Orders can not be manually marked as received when an invoice is added to the order and during processing. Once processed, qty on hand is updated and marked as received.

 Perpetual Inventory:

  • Price and Total details on downloaded PDF

SmartOrders Email:

  • When a distributor accepts orders via API or EDI, the distributor can no longer accept or reject, to avoid duplicate orders.

Product Management:

  • Bottles & Cans has been moved to the Product Category dropdown, near the Clean Line button, and is now addressed as Package.
  • Draft, Package, Liquor, and Wine are all available in the Product Management widget. More info here.
  • This applies to both Desktop & Mobile

New Insights button:

  • Improved insights view and Cash Flow Index report available by clicking the pie chart icon

Categories & Styles

  • Same functions, new look!