Integration Improvements

• Adding the ability to map CSX data to any custom field in Quickbooks Invoices (visible or hidden)

UI/UX Improvements

• Adding new labels to indicate if an Operations user is an “ADMIN” (can change user settings for other operations users) or “OPERATIONS” (can perform current admin functions but CANNOT change any other user’s permissions)

• Adding the ability to select which columns a user displays on various list pages

• Improving the visual indication of invalid or missing fields

Event Improvements

• Adding the ability to create and share a “quote” prior to inventory being marked in an event

• Adding the ability to use the Event Quote as a device use filter to more quickly find inventory to mark as used in the Case

• Adding the ability to “auto add” items to an event by scanning barcodes. Scanned items will add exactly 1 of each matching item scanned

• Adding a checkbox to events in the Pending Payment state “Processed” and an associated filter to view events by “Processed” and “Unprocessed”

• Making improvements to the Sales Order and Invoice PDFs to make information more consolidated to reduce number of pages in the PDF

Inventory Improvements

• Removing the “Auto Refill”) button from line items in a container/BOM. “Auto Refill All” will still be available

• Adding a new filter to show catalog items that are “in stock”

Inventory Transfers and Requests Improvements

• Adding transfer acceptance details to the packing slip PDF

• Adding the ability to for a user to export a packing slip that shows all items or only containers

• Adding the ability to add items to a transfer by scanning barcodes and automatically adding 1 of any matching item

• Adding the ability to name transfers (transfer will still be automatically named based on items included but can be overridden with any custom name)

• Adding the ability to “Complete” an inventory request that has only been partially fulfilled or received

• Adding the ability to add/remove items from a replenishment request that was created using a request recipe

• Adding a visual indicator when a request is for replenishment

• Adding the ability to add a Reps name and address when making an inventory request from a supplier that will be drop-shipped to a rep and NOT sent to the Org

• Allowing transfers that encounter errors to be cancelled and inventory released

• Adding a chip to show numbers of days until expiration for all devices that are being selected for transfer

Users Improvements

• Adding the ability to upload documents to the user detail page (distributor contracts, etc.)

• Adding the ability to assign locations to Distributors and Sales Reps to limit location visibility for those users

• Adding a setting that let’s admin allow sales reps and distributors to change the price of any item, even if there is a facility price associated

• Adding a setting for admins to require patient stickers and/or device labels be added to a case before it can be submitted for billing

Directory Improvements

• Adding the ability to assign reusable Global Price sheets to facilities

• Adding the ability to deactivate BOMs

• Adding the ability to deactivate locations

• Adding the ability to deactivate Request Recipes

Bug Fixes

• Fixed a bug that created the potential for inventory conflicts when multiple admin users are executing transfers simultaneously

• Fixed a bug that was caused some users to get an error on login, prior to successful login

UI/UX Improvements

• Improved the process and experience for “Saving” changes to be more consistent across the platform

• Added filters to the device search workflow when adding devices to containers

• Improved the process for selecting inventory in Events and Transfers

• Added a feature to retain selected number of items to display for list pages, and apply that as the default item display across all pages

Event and Case Management Improvements

• Improved the layout of the “Create Event” modal to surface date in formation that is currently “below the fold.”

• Added cell background color on the Devices Used page in the Event detail to visually separate used devices from one another

• Added auto-creation of Event Name using the convention: {event_date} - {event_physician} - {event_facility}. Name is ONLY auto-created when the name field is left blank when saving the Case. The auto-created name can be edited by the User at any time.

• Streamlined the Sales Order PDF to take up less space, removed white space, and reduced text size to decrease the overall size of the Sales Order Form.

• Added an option to Download the Sales Order PDF without the “Ship Replenishments To” section

• Added the ability for a Sales User to modify the price of a device with an associated contract price if the status is “In/Out” or “Damaged/Waste”

• Added the ability to copy a previous case to speed up the event creation process

• Added a visual indicator for inventory in distributor custody when that inventory is being shared with associated reps in that distributor group

Transfer and Request Improvements

• Removed Transfer emails from being sent to the Org when an admin creates the transfer from a field user backto the Organization

• Added a “Items Requested” tab in the transfer workflow when fulfilling a request to simplify access to the list of items requested

• Added the “Ship To” fields to the request workflow when the Org is requesting inventory from their suppliers

Reporting Improvements

• Added a selector for Distributor Group to the Case and Sales reports

Notifications Improvements

• Added an automated job to remove all data exports older than 90 days

• Added an automated job to remove all non-export alerts after 5 days

Bug Fixes

• Fixed a bug that caused procedures to be displayed in duplicate in the procedure dropdown on the Events page for some users

• Fixed a bug that prevented the name of the Organization to be displayed in the Daily Digest email

• Fixed a bug that prevented the removal of Request Recipes from an unsaved inventory request