Version 3.11 - Current Beta

General

  • Tasks can now be accessed by the main menu  Feature Forum Request
    • Tasks due will be counted with a badge
    • Clicking the tasks icon in the main menu will display all of your tasks
  • Notes on orders, customers, items, and more, can now have multiple types
  • Most dropdowns that contained Yes/No options have received a graphical overhaul  Feature Forum Request
    • These will now be displayed as On/Off switches
  • All dropdown and list boxes have been revamped.
    • New functionality includes: Option groups, custom inputs, and more!
  • WYSIWYG editors are now resizable  Feature Forum Request
  • Generated documents are now editable after printing
    • Users can now make in-place edits to documents after they’ve been generated
  • Trailing zeroes have been removed from dozens of places throughout the application
    • Item Summary View
      • Graphic Section > Graphic Discount
    • Item View
      • Pricing Tab > Quote Panel View Mode
        • Stock Markup
      • Pricing Tab > Quote Panel Edit Mode
        • Stock Cost
        • Stock Markup
        • Stock Price
        • Press Cost
        • Press Markup
        • Press Price
        • Finishing Cost
        • Finishing Markup
        • Cutting Cost
        • Cutting Markup
        • Cutting Price
      • Outsourced Tab Edit Mode
        • Outsourced Markup
      • Department Item Edit
        • Pieces Per Hour
        • Setup Cost
        • Setup Price
        • Cost Per Piece
        • Price Per Piece
        • Cost Per Hour
        • Price Per Hour
    • Stock Search
      • Stock Tab
        • On Order Column
        • On Hand Column
        • Available Column
    • Stock View
      • Inventory Section
        • On Hand Column
        • Available Column

Communications

Customers & Contacts

Orders & Items

Accounting

  • GL Accounts for Tax types can now be set for all tax types by setting the parent
  • A few changes have been made to the payment edit window
    • An edit pencil on the order number will now redirect to the order view page
    • A new column will display the amount of the order payment
  • It is no longer possible to make a credit card payment into a deposit that is balanced or part of a closeout
  • An optional email address can now be specified when making credit card payments through the authorize.net payment gateway
    • This address will default to that of the accounts payable contact for the customer
    • The order contact will be used if no accounts payable contact is set for the customer
  • Commissions searches can now be filtered by the following date ranges
    • Posted Date
    • Order Paid Date

Inventory

Reports

  • New Report – Average Monthly Sale Report Per Customer found in the Analysis section
    • Filtered by Sales Rep and Year
    • Reports on the Months, Number of Orders, Total, and Average Total per Order
  • The Sales By Customer report has been updated
    • A new column for Postage has been added to the right of Shipping
    • Taxes has been moved to the right of Postage
    • Entries are now added to the report, included in the Total column
    • GL Account allocation and Tax allocation are now included in the Subtotal and Taxes columns, respectively
  • The Sales By Customer By Month report has been updated
    • Entries and GL Account allocations are now included in the Totals column
  • The Sales By Customer By Year report has been updated
    • GL Account allocations are now included in the Totals column
  • The following reports will no longer output times in addition to dates
    • Accounts Receivable
    • Deposit Payments
    • Outstanding Order Items
    • Outstanding Quote Items
    • Sales Report
  • The Orders By Customer report has been updated
    • Can now be filtered by Order Date and Posted Date
    • A new row is added to the end of the report including
      • The total number of Orders
      • The sum total
      • The average total per order
  • Production and item exports will now include the following information as new columns
    • To the right of Versions
      • Sheets
      • Pages
      • Template Group
      • Template Name
      • Template Option
    • Between Order and Due Date
      • Order Date
      • Graphics Date
      • Press Date
      • Finishing Date
      • Shipping Date
      • Due Date

Settings

Version 3.10 - Current Public Release

Online

  • Portals
    • Unlimited portals
    • Default settings per portal
    • Customizable options
      • Customer CSS and JS
      • Homepage HTML
      • Terms and Conditions
      • Quote Approval
      • Proof Approval
      • Navigation
  •  Themes
    • Root themes
    • Customizable themes
      • Header, Sidebar and Footer
      • Customer CSS and JS
  • Pages
    • Home
    • Product List
    • Order Status
    • Shopping Cart
    • Search
    • Admin
    • Inventory
    • Checkout
    • Favorites
    • Orders with Balances
    • Profile
    • Unlimited Custom pages
      • Page meta
  • Products
    • Changed from Online MIS Templates
    • Added unlimited levels of catalogs
    • Added meta descriptions and meta keywords
    • Added multi thumbnail table with drag n drop for sort and primary
    • Added multi preview file table with drag n drop for sort and primary
    • Portal Access
    • Contact Access
    • Order Due Options
  • Assume identity for DM users
  • Browsable option with Guest Functionality
  • Shopping Cart Widget
  • Product Options for Grouping Products
  • Customer defaults for each portal registration
  • Online Security Roles
    • moved to Online Configuration
    • Added additional variables
  • Customer Edit
    • Default Portals
    • Automatically grant Product access
    • Allowed security roles
  • Contact Edit
    • Payment options
    • Portals
    • Product Access
    • Multi Level Approvers
    • Saved credit card profiles

Changes

    • New from Template – added auto filter to Template Name
    • Item Search
      • Add multi select to queue drop down’
    • Item View
      • Added delete prompt when deleting filesOrder View
    • Added Additional File Types
      • .numbers
      • .pages
      • .pub
      • .pptx
      • .pptm
      • .ppsx
      • .ppsm
      • .ppt
      • .dst
      • .rvw
      • .mox
      • .j616
      • .zip
      • .emb
      • .pxf
      • .cut
      • .aur
      • .rtl
      • .plt
      • .fs
      • .nc
      • .art
      • .obj

Version 3.07

New

  • Imposition Calculator Feature Forum Request
  • Changes to Press
    • New fields on Offset
      • Work Turn Side 2 Setup Time Feature Forum Request
      • Side 1 and 2 Max Colors
      • Minimum and Maximum Impressions
      • Minimum and Maximum Caliper
      • Lift Height and Load Time
      • Calculation selections on speed and hourly rate
      • Scale selection on hourly rate: Hours or Press Sheets
      • Minimum Price (for Run Prices)
      • Plate Wear and Change Time
    • New fields for Digital
      • Lift Height and Load Time
      • Calculation selections on speed, hourly rate and click scales
      • Calculation selections on speed and hourly rate
      • Minimum Price
    • New Fields for Large Format
      • Calculation selections on square footage scales
      • Calculation selections on speed and hourly rate
    • can add Sticky Notes
    • can add Department Items
      • will populate on order when press is selected
      • will include in press time
      • will include in Press section of quote panel
  • New Task Alerts
    • Users receive an Alert
      • when Tasks are assigned to them Feature Forum Request
      • when emails they send return as failed
  •  Cardview
    • Added styled view to Customer, Contact, Order and Item search pages
  • Statuses
    • Added Additional Icons
  • Proof Sent Date
    • Production – hover on Proof Status
    • Item View – date display with Proof Status
  • Job Template
    • Added Bulk Remove Department Items
  • Online MIS Templates
    • Added Bulk Actions
  • Order Item
  • Closeout Export
    • csv export of GL Accounts
  • Commissions
    • Added Smart Lists
  • Security
    • Added an Approved Total variable
  • Mailgun Integration (our mail server)
    • Alerts will be triggered on failed emails (replaces emails you currently receive from us)
    • Email Status will be tracked
      • Sent, Delivered, Opened, and Failed
    • Dedicated IP Address

Updates

  • Added Alphabetized Sort Order to additional modals
  • Customer View
    • Balances Table
      • Added Invoice Date column
    • Orders and Quotes Tables
      • Added Order Name
  • Locations
    • add Same as Billing toggle
  • Group Templates
    • Added New button
  • Job Templates – Bulk Actions
    • Added individual check boxes for length and width fields
  • Entries
  • Accounting – Revenue Breakdown
    • Added Expand All button
  • Assigning GL Accounts
    • Expand All
  • Payment
    • Set to maintain scroll position when selecting orders for payments
  • Order Item
    • File Group is editable on uploaded file Feature Forum Request
  • Proof Status
    • Production – Graphics View
      • Hovering the Proof Status Color will show you the last status changed date
      • Graphics Tab – Order view willl show you the last status changed date
  • Timers
    • Quick Add will go from end time Feature Forum Request
  • Reports
    • Commision Contact Report
      • Entries Added
    • Customer Import – Additional Locations

Version 3.06

Updates

  • General Bug Fixes
  • Security Updates

Version 3.05

New

  • New Language Support
    • MIS Supports South African Rand
  • Password Strength Enforcement
    • Must reach 60% strength for all new passwords
  • Imports
  • Exports
  • Online ordering
    • Shipping – Shippo Integration
    • New Language Support
      • Supports South African Rand
    • Balances section (security based)
      • Customers can see all orders with balance
      • Customers with access to Authorize.net (site integration) can pay for all open orders
    • Added a Add to Cart and Checkout button
    • Password Recovery Template Specific for Online Customers
    • Can set Subgroups for Online Template Organization
  • Orders
  • Items
  • Order Defaults
    • Order Statuses
    • Order Tags
    • Bill Estimated Graphics Time
    • Graphic Rate (for Estimated Graphics Time)
    • Items Statuses
    • Item Tags
  • Proof Status Alert
    • Alerts triggered when a client approves or sends changes back on a proof
  • Move Production Queue
    • Added to Item Table on Order View
  • Postage Field Taxable Setting
  • Security
    • Commission table on Customer Edit
  • Production Settings
    • Set Statuses are Priority to filter to the top of Production Queues

Updates

  • Online Ordering
    • Expanded Checkout Screen
    • Made Terms and Conditions Editable
    • Single Option Drop-Downs will be selected by default
    • Customer files will upload automatically when selected
    • Customer files can be viewed after uploading
    • Groups will read Group Name and Total Group Price
  • Major refactors to Timer Control
  • Orders
    • Changing Customers will update all Customer Defaults
    • Locations will show be default
    • Consolidated to 1 Save Button
    • Consolidated fields inline
    • Items Bulk Actions
      • Time Sensitive will trigger time selector for Due Dates
    • Location Prefill on Shipment Addresses
  • Items
    • Pricing Tab
      • Multi Quantities can be added all at once in one modal
    • Details Tab
      • Moved Sheets and Pages to Details tab
    • Press Tab
      • Sheets will be auto filled by summing all the single and double sided sheets for digital
    • Stock Tab
      • Moved Stock Tab in front of Press Tab
      • Outsourced Stock Override
      • Full Carton Price Override
      • Stock Cost and Price Per Value Placeholders
    • Finishing Tab
      • Pre Cut and Post Cut Price Overrides
      • Numbering with auto calculate based on Quantity x Sets
    • Outsourced Tab
      • Outsourced Price scales can be added all at once in a modal
      • Outsourced UI – View and Edit
  • Job Templates
  • Confirmation Messages
    • When converting Quotes and Orders
    • When reordering Quotes and Orders
  • Exports/Imports
  • Order Options
    • Added default Mass and Dimensional units for Shipments
  • Customer Sticky Notes
    • Added Order Note Types
  • Report Updates
  • Emails  Feature Forum Request
    • To, CC and Canned Email default set
    • Contact with Additional Emails available
  • Sales and Dashboard Values
    • Added Entries
  • Timer Sort Order  Feature Forum Request
    • Will sort first by Active Timer then by last edited