Changelog

• Hide vendor-related information from users with warehouse-admin + salesman roles
• Added minor UI improvements with descriptive helper text to salesman dash
• Added shipping method to CO detail page
• Added Status and Salesperson columns to the Clients table in Admin
• Added pagination rows per page on the Businesses table in the Store app
• Added awaiting_epcis filter to the Purchase Orders table

• Removed transaction vendor history from T3
• Enabled checkout using available term credit without a saved payment method and removed required document upload for wire orders

• Improved the Purchase Order email to trigger when a PO is approved rather than created
• Attached the purchase order PDF to the automated email that gets sent to the Vendor contact that has the category "purchase order created"
• Added helper text to the Purchase Order email to reference the purchase order PDF document

• Adjusted sorting to prioritize Priority Location in ascending order at the Picking screen in the warehouse app
• Updated typeface on warehouse mobile and enabled scrolling to access the datepicker on small screens

• Removed validation on NDC Package Code for OTC products

• Added a new Notes tab to Client Orders
• Show Vendor Name on Compliance Serialization table and add confirm prompt to Approve Unserialized
• Improved Admin table filters UX by enabling Enter to submit search, auto focusing the input on open, and Escape to dismiss the modal (partial implementation on most tables)

• Replaced all front end references of credit with terms in Admin app
• Removed cancel option on client orders once a split is completed so only individual splits can be cancelled
• Scanner now handles data matrix codes with expiration dates that have the day value of “00” as valid match during picking serialization

‍

‍

• Prevented EPCIS file from being sent when a client order has no serialized products
• Added “Shipping” line item to QBO Bill when shipping cost is entered on Vendor Invoicing approval without changing the bill date
• Added automatic “Shipping” line item to QBO Bill when shipping cost is entered on Vendor Invoicing approval without changing the bill date

• Added functionality for Clients to enter custom purchase order details during store checkout, including the option to attach a supporting document
  
  • If provided, they will be visible on the Client Order in both the Admin and Store, and will also be used in the outbound EPCIS
• Minor UI adjustments to Client Order details page on the Store and Admin

• Within the Store, the ‘Users’ and ‘Your State’ links were relocated from the main navigation to the profile dropdown
• Removed Priority Location UI from verifying and shipping views in the warehouse app
• Replaced “Decline PO” action with “Delete PO” which will remove the PO from the account instead of setting it to a Declined status
• Improved barcode scanning in the warehouse app by allowing only Data Matrix and 18‑digit SSCC codes, blocking UPC and other non‑required Code128 to prevent false scans
• Enabled scanning of inverted Data Matrix codes (light on dark) to improve compatibility
• Added Active/Inactive status column to Par Level report
• Enhancements to outbound EPCIS files:
  
  • Converts any values with "&" to "&" during EPCIS file creation to ensure valid xml formatting
  • Added EPCClass attribute additionalTradeItemIdentificationTypeCode with value FDA_NDC_11 for all scenarios