Role & contribution
I was part of the team that designed the features shown across this series, and personally recorded, directed, edited, and published every release video.
May & June 2022
- File Library — attach documents to templates
- Create assemblies from sales orders
- Customise your Purchase Order grid
- BI Vision — new "sticky" navigation panel
- Set minimum order values in your B2B store
- BI Vision — clarity on your KPI quantities
- Shopify — option for fulfilment email notification
March & April 2022
- File Library — new attachment function (major release)
- B2B eCommerce — multi-select and new filters
- B2B eCommerce — never-diminishing products
- BI Vision — sales trend line
- BI Vision — new inventory dimension, "product type"
- BI Vision — quantities on purchases dashboard
- BI Vision Plus — partner accounts as recipients
January & February 2022
- BI Vision — additional dimensions for sales revenue
- BI — full page PDF screenshot function
- BI Vision — sales channel chart now in bar chart format
- BI Vision — products and customers charts now in bar chart format
- BI Foundation — new function to export data
November & December 2021
Core Unleashed updates
- New Shopify–Unleashed integration
- API: Stock Transfer, new "Modified Since" filter
- API: stock level alerts for individual warehouses
- API: customer contacts for sales orders
BI Vision
- BI Vision Plus — targets and tracking for sales
- More email notification options
September & October 2021
- Additional columns in the Purchase Enquiry
- ICC fields in the Shipments API
- ICC fields in the Data Exporter
- BI Vision — view "Last Year"
July & August 2021
Core enhancements
- Purchase Enquiry — Product Group Filter
- Create and Update Assemblies (API)
- Sales Custom Status (API)
B2B eCommerce enhancements
- Updates to menus
- Products and customers updates
January & February 2021
Business Intelligence enhancements
- Save and share BI Vision views
- Sales by country
- View purchase order value created over time
Core Unleashed enhancements
- Streamlined interface
- Create Credit Notes via the API
November & December 2020
Business Intelligence enhancements
- Improved data filtering
- New KPI in Sales, "Units Sold"
B2B eCommerce Portal enhancements
- Display stock levels in the B2B store
- Display estimated date of arrival for out-of-stock items
Core Unleashed enhancements
- Customised statuses for sales orders
- Customised statuses for assemblies
- Share report layout
- Import and export assemblies
- Better manage sales shipments
September & October 2020
- Export BI data
- Share costs across multiple Purchase Orders
- Assign Ship Note templates to customers
- More information in View Customers
- Create a Combined Picklist template
- View supplier lead times for products
- Add a purchase costs grid to Purchase Orders
- View Sales Orders against Auto Assemblies
- View serial and batch numbers on the product page
July & August 2020
- Create Warehouse Transfers via the API
- Serial and batch numbers added to the Doc Designer
- Bulk print 3PL templates from the Data Exporter
- International Commerce Codes
- Auto-assign serial and batch numbers when creating shipments
- Export Purchase Order data
- Edit "Source" and "Destination" warehouses for parked assemblies