Platform feature update completed on January 9th, 2025

1. 📝 Order Notes: Now with Attachments!

✅ What’s New?

• You can now add attachments directly to Order Notes! Drop your blueprints, quotes, specs, and more—no more digging through emails.

📂 Supported Files: PDF, JPEG, PNG, TXT, CSV, and BMP.

⚡ Pro Tip: Drag-and-drop your files like a boss! Maximum size? 50MB per file, up to 10 attachments per note.

💡 Why You’ll Love It:

Less time searching, more time closing deals!

2. 📦 POS Update: Smarter Package Deals

Gone are the days of hunting for the exact package title!

• ✅ New Search Power: Find packages by full package title or model number under the +Line Item button.
• 🎯 Better Package Selection: Choose to add a package alongside existing items or replace them with a single click.
• 🕵️ Track Changes: Every swap is logged in the changelog, so no worries if you need to backtrack!

3. 📊 Reports Made Smarter: Multi-Condition Filters

Your Vendor Ranking and Vendor Purchase Reports just leveled up!

• ✅ What’s New? Filter your reports by multiple conditions—and yes, you can export them with all the filters intact.
• 💡 Why You’ll Love It: Get the right data faster and make better decisions.

4. 🚛 Delivery & Install Automation: No More Lost Progress

Ever accidentally click outside a pop-up and lose everything you just typed? 🤯 We’ve fixed that!

• ✅ What’s New? Pop-ups now stay open until you click Save or Close.
• 🛠️ Why It Matters: No more wasted time or frustration—just seamless delivery setup.

5. 🏢 Routing Update: See Company Names on Stops

• ✅ What’s New? For deliveries tied to a company, we’ll now show the company name (from customer) right under the recipient’s name on routing stops. Also, there will be a company retailer name inside the trucks section.
• 🚚 Why You’ll Love It: Less confusion for your team, faster deliveries, and fewer mistakes.