Current Version: 4.

9.0

Released 78/17/2023

Release Notes

What’s New

• Integration Improvements

  • Adding the ability to map Event Date to a custom Quickbooks field, as well as showing the names of your Quickbooks custom fields in the UI

    • NOTE: there are significant limitations to the way Quickbooks allows data mappings. You can learn more about those limitations here.

• 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 auto-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 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

• Integrations

  • Added a new integration with the Xero financial software

• Improved Visualization Reports

  • Updating the core infrastructure of our Visual Reporting infrastructure to improve overall capabilities.

• Event Improvements

  • Deprecating the ability to print a consolidated invoice for manufacturers

  • Saving the last known setting for filtering devices to items in a user’s custody when marking inventory

    • This is designed to help distributor sales rep that have visibility into their distributor inventory stock

  • Updated email text when sending sales order PDF using the integrated email function

  • Additional improvements to Sales Order PDF to further streamline data and layout

  • Added the ability to mark an event “PAID” from the Event list screen

  • Added the ability to create new inventory while marking items as used in an Event

  • Added the ability to CC a second email when sending the Sales Order email as attachment from inside the system

• Inventory Improvements

  • Added ability to bulk release items from containers

  • Added search tags field to items in the Catalog

  • Added the ability to remove an expiration date from an item

  • Added the ability to create a request recipe based on a Bill of Materials

  • Added the ability to add an image of a container to the exported device list PDF from that container

  • Added a feature to display which catalog numbers are preventing more complete sets from being built in a BOM

• Movement Improvements

  • Added the total # of an item that is available to the transfer selection screen

  • Expanded the max amount of an item that can be added to the transfer to the total # available

  • Added the ability to select the who inventory is being transferred FROM without first selecting their role

  • Added the ability for any Admin to modify a transfer, not just the creator

  • Added the ability to view the total number of items selected before creating a transfer

• Settings Improvements

  • Added a manufacturer setting that when turned on automatically sends a copy of the sales order form to the manufacturer when an event is submitted

  • Added ability to turn off email notifications for transfers

• UI/UX Improvements

  • Implemented design improvements to multiple interfaces across the platform

  • Improved search function on Mobile to allow more time to type search terms before executing query

  • Added ability to apply “Exact search matches” or “partial search matches” in your list searches