Category Archives: Updates

The inventory history report has been updated to include the inventory cost. You may select to include this column in your report by selecting the check box when viewing the ‘Inventory History Report’. The cost is the value of the inventory minus the discount. The inventory cost will be available for reports starting Monday, November [...]

We have updated the view/print order statement functionality. The update will enable you to insert page breaks and also view order comments on the printable statements. Page breaks will limit one order per page. Individual order statements can be accessed using the manage orders page or the ‘Orders by Individual’ report. Both require you to [...]

We have updated how the auto create purchase order option adds certificates to purchase orders. This change only affects the ‘certificates to order’ option. The ‘certificates to order’ previously created purchase orders using only the following criteria: current inventory, minimum inventory, and unfilled orders. It was brought to our attention that certificates on back order [...]

The report section layout has been changed to make viewing and analyzing your data easier. All of the reports you are use to are still available along with some new reports. Additional reports will be added in the near future. We are also continually working on updating the speed at which the reports are generated [...]

We have released a new administration home page to help improve your experience. Here is a guide to the new items and what you will see. Design The design has been updated to better highlight the important information within your account. The design will enable us to also offer a customizable home page in the [...]

Thanks to your feedback we have are working on modifying the certificate typeahead used in the order forms. We have had comments that it is incorrectly selecting certificates. To start we have changed the typeahead to require a minimum of two (2) characters to be entered before it searches. We hope this reduces the incorrect [...]

Thanks to your suggestions, we have made a few minor improvements to the purchase order form. The first it the ability to export a purchase order to a .csv file. This can be found in the options box. The second is a ‘create’ report. This create report is currently only available for future purchase orders [...]

We have added the option to view the cost of the certificates in inventory. This can be found on the current inventory report (Reports>Inventory>Current Inventory). Simply check the ‘Show Cost of Inventory’ box to include the cost in the report results. The inventory cost is the amount that was paid for the certificates. We hope [...]