The default setting for this preference is "purchase orders".  For the update, however, we made the following transition decisions: if a location had a default supplier then set their preference to "purchase orders", if a location had themselves as a default supplier, then set their preference to "in-store orders", if they didn't have a default supplier (as would be the case with manufacturers) then set the preference to "sales orders".  

Prior to version 3.8, the "default supplier" was set in the account console.  There were two problems with this.  First of all, individual locations should be empowered to set the orders that they wish to see.  Because the preference was previously set on the account console, location administrators were unable to make the change.  Secondly, individual locations would be unable to see all purchase orders, and were limited to viewing orders from the default supplier that was set.

Most locations will be affected by the change, but their work-flow should be unaffected. 

In version 3.8 we added several report enhancements. The summary report criteria area had been redesigned with a new look and feel. Summary reports are accessible through a drop down list. When a report is selected, the report criteria options are displayed. Several reports have also been enhanced. On the inventory overview report, we added subtotals by category and the option to display details or summarize by category. Additionally we enhanced the order overview report, adding cost/revenue columns to the base version and also expanding this further with a % column that can be displayed by selecting an option in the criteria section prior to generating. We also standardized on headers so that exporting to Excel provides less hidden and merged cells and thus gives the end user the ability to customize our reports with more ease.

Item Groups
Item groups are local categories (as opposed to catalog categories) and are mainly used in the daily report area. The way that item groups are manage and create has changed in the new version, however how item groups are used in the application has not changed. Managing location groups in the current version has proven to be confusing for some users. We moved this function under the item details area to simplify the process. Users who use location groups rather than the default catalog category will be affected by this change.

Daily Reports Show Counts of Orders By Status

This feature serves as a reminder when running daily reports as to the number of open, processed, closed and invoiced orders. 

The ability to create enterprise-specific messages has been added.  We did this to enhance our enterprise-management features and improve the process of notifying locations of product changes and availability on a per-enterprise basis. Every location will benefit from this feature as it will keep messages more relevant.

Catalog Details

We added additional catalog level information regarding items when display details is selected on the item list screen. Users can now see the item description, department, shape, units per pack (EQD) and unit masks for each item.

Add Orders / Generate Orders Links Consolidated
We redesigned the add orders link. Under this link you can choose to generate an order from your order template or add a manual/special order. The functionality has not changed just the location!

Files can be attached to an inventory or waste record.  Some applications of this are that a picture can be taken for waste or inventory purposes, and later used to enter the values of waste.  They can also be used with inventories to record how shelves look at a particular time of day, which can help with both inventory and merchandising efforts.