Version 1.5.10

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Release Notes

Release Date: 2/08/19


Features

Accounting
  • QuickBooks Online - Parent/Child Customer Support - LOCATE will now create parent/child customers in QBO when that relationship exists between customers in LOCATE
  • QuickBooks Desktop - added support for date driven terms. Previously LOCATE would not import date driven terms from QBD, only standard terms were supported. Now both types of terms will be imported and available to users for use.
  • If no Bill Number is set in LOCATE when the Bill is sent to QB, when checking the bill status, LOCATE will back fill the bill number if entered into QB. This feature works for QBD and QBO.
  • The API has now implemented explicit rounding for unit and total prices.The precision field for a currency will now only apply to unit prices. Existing precision values will be retained for this purpose after the update. All totals will be rounded to the generally accepted decimal quantity based on currency. For US dollars this is two decimal places.
  • Account Name Change - We have renamed our "Undeposited Funds" chart of account mapping to "Deposit Clearing." This will update the label displayed on the service and on the payment methods, while keeping the current mappings intact.


Carriers
  • Added 'Audit' option to the 'Actions' menu


Discounts
  • Order discounts will round to 2 decimal places. This is irrespective of what the user specifies for values or what is calculated. All totals are statically set to round half up.
  • Line discounts will honor the unit precision for the currency and round half up


Fees
  • Order fees will round to 2 decimal places. This is irrespective of what the user specifies for values or what is calculated. All totals are statically set to round half up.
  • Line fees will honor the unit precision for the currency and round half up


Groups
  • Added ability to clone groups with the option to carry over its children or not


Invoices
  • LOCATE will now void deposit invoices when a sales order requiring a deposit is voided - this prevents the need to also void the invoice in QB.
  • Added 'invoice date' and 'created at' columns to the Invoice list view screen


Manufacture Orders
  • Creating a new manufacture order now saves parameters
  • Removed the ability to edit details of work orders linked to a manufacture order


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Pickups
  • Added 'Actions' menu to support service views (audit)


Purchase Orders
  • Added ability to manipulate tax exemption on the line level


Quotes
  • Added ability to show prepayment/deposit amount
  • Added ability to manipulate tax exemption on the line level


Receiving
  • Added ability to partially receive a purchase order at a vendor site
  • Added ability to partially receive a transfer order at a vendor site


Return Orders
  • Added ability to manipulate tax exemption on the line level


Rules
  • Pricing Rules - On each pricing rule (customer/vendor) the user can now specify how their rules are rounded. By default we set to "Round Half Up" this is what most people think of when rounding. We have a selection of 4 options including: "Round Half Up", "Round Half Down", "Floor", and "Ceiling".


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Sales Orders
  • Added Payment column to the Sales Order list screen - this allows users to see if a payment has been applied to the order from the list detail screen
  • Added ability to edit the Sales Person on Return type Sales Orders in any status
  • Added ability to save the page count when selecting the 'line per page' viewing total
  • Added ability to edit pass-thru shipping on an issued order until a pack is created
  • Ability to add line level fees/discounts on Recurring Sales Orders in all statuses
  • Added ability to manipulate tax exemption on the line level
  • Added the ability for line item memo entries to flow over to the purchase order when using the SO to PO function of a sales order
  • Added page refresh icon to reload the page (upper right corner, next to trashcan icon)


Transfer Orders
  • Ability to edit the expected delivery date/scheduled fulfillment date on transfer order lines post issuance


Work Orders
  • Removed the ability to edit details of work orders linked to a manufacture order


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Integrations

  • NEW Authorize.net - Authorize E-check. Added the ability to process Echecks
  • Channel Advisor - this service now records the Channel specific order number in a Custom Field on the Salesorder
  • Magento - added support for fees
  • Magento - Magento pricing rules use the LOCATE default currency for precision and round half up
  • ShipStation - When using ShipStation, LOCATE will specifically check if an "Internal Notes" textarea customfield has been created on the customer, and if so it will copy the contents of that custom field into the ShipStation Internal Notes custom field on sales order creation.
  • Volusion - attributes. LOCATE will parse the options provided by Volusion through their API, and for each key/value pair we will look for a custom field on the sales order line with the same name of the type TEXTBOX. Given the fact that we cannot validate/control the data coming from Volusion text box type data is the most reliable way to get this data into LOCATE.


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Imports

  • NEW Sales Order CSV import - this import will create or update sales orders in LOCATE. It will not auto-create related objects (customers, payment terms, etc.) - these must be imported prior, as the sale order import will validate against that existing data.
  • NEW Cycle Count import - this import allows you to import rows for locations that do not currently exist in the cycle count under any method
  • Added 'Audit' feature - this will allow a user to see how long an import took
  • Exposed the 'Run Import' action on existing imports
  • Added ability to edit existing imports


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Miscellaneous

  • NEW GRIDS! LOCATE has begun adding dynamic columns on list pages - this feature is now available on the Sales Order module with more updates to come!
  • Added ability to jump to a specific page for many-page list views


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Reports

  • Company Inventory report - now includes new parts that have never had any inventory
  • Current Inventory report - updated to properly account for FIFO costing
  • Current Tracking Values On Hand report -tracking values tied to the same tag are now shown together (if a part has multiple tracking values)
  • Customers by Part report - updated to use invoice lines
  • Customer Group List - added Customer Default Salesperson filter
  • Fulfilled Sales by Customer - now excludes voided invoices
  • Historical Inventory report - updated to properly account for FIFO costing
  • Invoice Lines by Customer - now excludes voided invoices
  • Invoice Status report - added Class filter
  • NEW Invoice Margins report - The Sales Order Margins Report has been replaced by the Invoice Margins Report.
  • Margin Summary - added Class filter
  • Margin Summary - this report is now based on invoices, supporting margins for orders with partial fulfillment, plus options for including or excluding fees and shipping.
  • Monthly Invoices by Customer - now excludes voided invoices
  • Outstanding Returns report - now excludes voided/deleted lines
  • Pack Statistics - added user group filters
  • Parts by Customer report - updated to use invoice lines
  • Part Fulfillment Summary - uses invoice lines and includes the ability to see order level discounts and fees, shipping lines, and more, with filters to get the data you need.
  • Pick Report - added optimization for locations for serialized parts
  • Pick Statistics - added user group filters
  • Pick Traveler Label 4x6 added display options
  • Sales Backorder report - added handling for dropship lines
  • Sales Order report - added 'date issued' and 'date created' as optional columns in order details
  • Sales Order Summary report - added Class filter
  • Sales Qty by Month - added Class filter
  • NEW Tracking Values Sales History report - shows sales history of tracked parts, including filters for invoice date, customer, customer group, part, part group, tracking type, and tracking value
  • Work Order Demand report - added "on order" column


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Bug Fixes

  • Running the Invoice report from a module now uses the Invoice Customer
  • Type CSV Import for Customer/Vendor now updates the default email and phone numbers
  • Vendor aliases can now be deleted
  • New email accounts are now available for use in the UI immediately after creation
  • Re-syncing an invoice in QBO with partial payment properly reattaches the partial payment
  • Added additional handling for 5 line addresses in LOCATE when syncing to QB Desktop
  • Adding a custom list item, deleting it, and re-adding it no longer causes error
  • PO Line Void process optimized for BOM Outsource lines
  • Custom Fields on SO Export corrected
  • Updated costing of return parts received to use the appropriate value (which will also account for costing method)
  • Removed the extra locations listed when filtering by site for pick line locations
  • LOCATE will not prevent the import of eCommerce orders when there is no default shipping part mapped, and the import shipping setting is active.
  • Added required custom fields to Discount and Fee creation screens
  • Corrected error when entering an email into the "Ship Email" section under 'Details' on a Use Order
  • Corrected URL cutoff in custom fields
  • Corrected handling on the building of Inventory parts linked with BOMs during a pickline build
  • Line ordering now starts with 1 instead of 0
  • Corrected scrolling menu page duplication
  • When creating an RMA and selecting a site, the current users site will not override the site selected
  • Added UOM to Cycle Count, Cycle Count List report, and Cycle Count report
  • Added handling for pass thru shipping on PO dropships
  • Validation added to ensure the uniqueness of vendor names to prevent duplication


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