🚀 New Features

Create Serial Items from a Purchase Order

Buying several of the same machine? Add them as serial items, right from the PO.

• Choose New Serial Item on a PO and enter how many you're buying. Enter the shared details once, or pick a slot to fill them in.
• When the units arrive, enter each one's serial number and item number. Each becomes its own serial item, linked back to the PO.
• Items appear in your inventory once they're received.

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​📄 Read the full Help Center article

📢 Heads Up

Purchase orders have a new layout: key numbers, including the PO total, are at the top, and each line shows its unit price. Most actions, like Duplicate, Download PDF and Discard, are in the ⋮ menu, and each line's actions are in its ••• menu. Freight and fees have their own Charges section.

💡 Improvements

• Insurance Policy # on Customers: Save a customer's policy number in Account Information. The existing field is now labeled Insurance Policy Amount.
• Substitute Items Already on the Order: Swap a checked-in item back onto the same order without undoing check-ins first. You can also capture meter and fuel readings for the replacement.
• Sale Item Profit Report: See units sold, revenue, COGS, profit and margin for each sale item, by location and source, for any date range. Export it to Excel from the actions menu on Accounting > Ledger. Requires inventory COGS tracking.
• Split Payouts in QuickBooks: A new QuickBooks sync setting posts each card and ACH payout as its own journal entry line, so each one matches a deposit in your bank feed. Sync settings are now grouped into sections.
• Discard Open POs: Discard an Open PO from the ⋮ menu when nothing has been received, nothing is linked to an order, and it has no bills.
• Stock by Location: Item tables now show stock for each location plus a total. You can also edit the purchase price on each batch of stock. Future COGS uses the new price, and anything already booked stays as is.
• Unlink Work Orders Without Voiding Invoices: Unlink a work order from an order as long as its charges haven't been invoiced yet, even if the order has other invoices.
• Custom Asset Accounts on Items: Pick an asset account in an item's Accounting details, so purchases and COGS for that item post there instead of to Inventory Asset.
• Storefront Updates: Set heading levels on more sections for better SEO. Canadian storefronts now default checkout to Canada, and quotes save the job site to new customer profiles.
• For Sale Status: Items with only a sale price now show a For Sale status and no longer appear in rental searches.
• Collect Deposits by ACH or Card Terminal: ACH and Card Terminal now show as options when you collect a deposit. Deposit balances count only settled deposits. Card Terminal turns on automatically once a card reader is connected.

🛠 Bug Fixes

• Fixed card and ACH payouts and processing fees missing from the General Ledger
• Fixed the tax report mixing amounts from different versions of an edited invoice
• Faster loading for parts search, item lists, checklists and order timelines

🔜 Upcoming

• Dispatch Fee Customization: Set delivery fees by drive time, distance tiers or zone.
• Holiday and Store Closure Settings: Mark the days a branch is closed, so no one schedules a pickup or return on those days.