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This page contains release notes for ConnectSx applications, including Console, vTrakr, and UDIdentify, beginning with the current releases as of May 18, 2022. For additional information or questions about items contained in releases found here, please submit a ticket here.

Console

Info
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titleUpcoming Release: 4.1.0, Release Date TBD

Current Version: 4.1.0

.1

released 56/18/2022

Release Notes

  • Fixed an issue that allowed users to select today’s date when running sales reports, even though data was not yet available for the current day

  • Fixed an issue that prevented Sales Order emails from being sent in a “Return” event

  • Fixed an issue that prevented sales users from seeing distributor containers when marking inventory in an event, even though distributor inventory is shared with those users

  • Fixed an issue that prevented Admin users from sending PO reminders to Users who have not previously logged into the system

Upcoming Releases

28/2022

What’s New:

  • Added the ability to assign loose inventory to a container from the Inventory Request Fulfillment workflow

  • Added several flags to device detail pages, including:

    • Low Stock: when product level hits 20% of set Par for that item (visible to Admins only)

    • Back Order: When Items have a product level of “0” (visible to Admins only)

    • Lot Edited: when an admin user edits the lot number of a given device (NOTE: devices with UDIs cannot be changed unless the UDI is also changed to match the new lot number)

  • Added new flags to event detail pages, including:

    • Price Edited by User: when a non-admin changes the price of an item in an event

    • Facility Stock Used: when a user selected from inventory marked as Facility Stock in an event

  • Added Min an Max quantity fields to the BOM detail

  • Added the ability to associate an event of ANY status with a transfer, directly form the transfer workflow

  • Added auto-association to events, assigning a container to an event automatically as soon as a device form that container is marked in the event

  • Added Auto update to Event status, changing an event to PAID if both the Invoice paid and commission paid checkboxes are checked

  • UI/UX updates to Inventory Detail pages, including:

    • Moved Notes, BOM, and Comments fields to the Information section

    • Added support for new special characters to the Item detail

  • Added Requested by and Manufacturer filters to Inventory Request search

  • Added field for “Need by” date in the inventory request form

  • Added the ability to specify a Ship-to address in inventory request

  • UI/UX improvements for Container detail pages, including:

    • The ability to release items from a container from within the device list table

    • The ability to auto-refill the entire container using the BOM and LIFO/FIFO selection

  • The ability to download a Sales Order PDF without prices

  • Made the Notes field optional in the Request and Transfer creation screens

  • Added an alert to inform the user if devices with mismatched locations are being added to a container

  • Added an expiration column to the device list PDF export from the container detail

  • Added cascading updates, changing the location of all items in a container when the container location is changed

  • Added the ability to change the selected container assignment in an open inventory transfer

Bug Fixes:

  • Fixed a bug that prevented users from transferring items if a “\” was present in the lot or serial number field

  • Fixed an issue preventing a user from sending a sales order PDF in a “Return” event

  • fixed an issue that prevented some users from being sent the PO Reminder emails

  • Fixed an issue that prevented all assigned sales users from being included in the PO reminder emails to a Distributer User

  • Fixed incorrect display of commission numbers on the User Detail screen

  • Fixed pagination numbering issue

  • Fixed an issue that caused the search field focus to be removed in the mark used inventory screen, requiring a user to have to click back into that field after each search execution

  • Fixed a bug that was adding an extra character in from of the currency symbol for account using “pounds”

  • Fixed a bug that included inactive containers in the Assigned Containers list on the BOM detail page

  • fixed a bug that prevented search filters from being cleared on the Events page

Upcoming Releases

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titleUpcoming Release: Release Date TBD

Previous Versions

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title4.0.1, released 5/18/2022

Release Notes

What’s New:

  • Fixed an issue that allowed users to select today’s date when running sales reports, even though data was not yet available for the current day

  • Fixed an issue that prevented Sales Order emails from being sent in a “Return” event

  • Fixed an issue that prevented sales users from seeing distributor containers when marking inventory in an event, even though distributor inventory is shared with those users

  • Fixed an issue that prevented Admin users from sending PO reminders to Users who have not previously logged into the system

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title4.0.0, released 5/11/2022

Release Notes

What’s New:

  • Complete redesign of UI/UX, Layout, and Color Scheme

  • Complete redesign of Reports section and ability to create ad-hoc sales reports

  • Added the ability to map locations on import

  • Added the ability to set/update locations on inventory transfers

  • Updated price field to allow “$0” as valid value for a billable item

  • Updated Sales reports to include “Stocking Order” event type

  • New notifications to inform admins of the following:

    • When a sales user adds a comment in vTrakr

    • When inventory is expiring

    • When an item drops below set Par level

  • Added a timestamp to show the most recent Sales Order and Invoice email

  • Added the ability to remove additional contacts from a Facility

  • Added ability to add “alternate email” address to a user detail

  • Added “inventory type” to inventory detail items

  • Improved the Dashboard top selling items widget to include total $ value

  • Added the ability to associate a container/tray with an event

  • Added multiple admin settings, including:

    • The ability to restrict sales and distributor users from adding inventory

    • The ability to restrict sales and distributor users from deactivating inventory outside of an event/case

    • The ability to restrict sales and distributor users from re-opening events

    • The ability to restrict sales and distributor users from making inventory requests that are NOT associated with an event

  • Added a flag to show when a facility contract is complete

  • Added a flag to show when a user has been trained and is ready to sell

  • Added flag to show when an admin has changed a lot number

  • Added description columns to Sales by Catalog and Sales by Product reports

  • Added “Additional Contacts” feature to the User detail page

  • Added new payment terms options

  • Added data matrix barcode option to the barcode image generator

  • Consolidated Sales By Product report to show all products in a single cell for items associated to more than one product line

Bug Fixes and Other Items:

  • Fixed a bug that prevented inventory IDs from displaying in inventory export csv

  • Fixed a bug that allowed users to add the same device more than once to an Inventory Request Recipe

  • Fixed a bug that prevented some sales users from seeing request recipes that were assigned to them by an admin

  • Fixed a bug that caused the paginated lists of imports to refresh automatically

  • Fixed a bug in the inventory search filters that prevented some devices from being returned when searching specific containers

  • Fixed an issue that caused some commission rates to be incorrectly calculated in some reports

  • Fixed an issue that disallowed inventory with slashes in the name

  • Fixed an issue caused some users connecting Quickbooks accounts to get a timeout error

  • Fixed an issue that prevented some users from seeing all available inventory when adding to a container

  • Fixed an issue that caused the packing slip PDF to break at the wrong place, pushing all devices to the second page

  • Fixed a bug that prevented images from being uploaded when using file extensions with all caps

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