Revision as of 10:09, 1 September 2022

2022.8 - 8/11/2022

New phone number inputs throughout the app show a country’s flag based on the prefix number you enter.
Updated the Account Mapping dialog for all accounting integrations to add filtering options for more flexibility.
Prompt to create a Sale Item when creating an Item. It’s not required, but it gives you the option.
Prompt to update a Sale Item when updating the Item connected to it (and vice versa).

New Features

Fixes

Trailing zeros are now cut off after two decimal places on sales orders and purchase orders.
Fixed Markup and Margin calculations on sales orders.
Fixed item-specific UOM conversion cost calculations.
Fixed picking bug with bundle items.
State entry is now required in location modal.
Fixed issue with being unable to create more than one location with the same name with different parent locations.
Various UI/UX improvements.
Colon punctuation is now disallowed in customer naming conventions.
Cost variance account is now removed from accounting integration mappings.
Fixed issue resulting in customers being unable to post to QuickBooks Online.

On sales orders, the default discount type is now a percentage instead of a dollar amount.
You can cancel a sales order by clicking the three vertical dots on the top right of it and selecting “Cancel Sales Order.”
Quick Fulfill is now possible on partially fulfilled sales orders by clicking QUICK FULFILL in the menu.
We added a new navigation tool on the top left of the Items and Inventory modules to allow users to quickly move from one module to the other after they click on an item.
By default, an item’s Reorder Points tab is blank. You can add reorder points by clicking the ADD NEW button or via CSV file.
By default, an item’s Locations tab is blank. You can add locations by clicking the ADD NEW button or via CSV file.
Each module has improved multiselect functionality and page navigation, so you can quickly find specific items, sales orders, etc. from a long list.
When you create a new item, a prompt will appear asking if you want to also create a default sale item. If you click Yes, it will automatically generate a sale item with much of the information you added to the item. If you click No, it won’t generate a sale item.
We improved the confirmation dialog before deleting data from the Sandbox environment. When you click the CLEAR button in the Sandbox, you will have to type “YES” into a textbox before you can confirm you want to delete your sandbox data.

Added the ability to select multiple purchase orders to issue, unissue, or delete.
Added a Tax Exempt checkbox for customers to ensure the standard tax rate doesn’t apply to them in a sales order.
In the Sales Order module, the Payments dialog stays open when applying multiple partial payments to an order.
User permission flags in the Permissions module show if a user has full access rights in a module group or only partial access.
Added the ability to insert an identifying prefix to order numbers from each e-commerce integration.
Labor and Overhead are now listed as item types in preparation for future manufacturing features.

Added the ability to edit the average cost in the Items module.
Added three new CSV imports in the Items module:
- Item Locations
- Report Point
- Vendor Items
Implemented QuickBooks Online classes on items, sale items, sales orders, purchase orders, vendors, customers, and integrations.
Added a toggle to each integration to allow or disallow it to create new items.
If a user disconnects an integration and later reconnects it, their settings will be saved.
Added the ability to search by tags in the Picking module.

Added a tool tip to show if a particular record in the Chart of Accounts has been posted to a user’s accounting system.
Added e-commerce functions to ShipStation, such as order imports/exports and creating payment records.
Added a Source column to the Sales Order module to show which integration an order comes from.
Added each integration’s icon to the Integrations module to help users quickly identify them.
Each integration’s history is now contained in a tab above that integration, instead of all combined at the top of the module.

Fishbowl Online now integrates with ShipStation to handle shipping quotes, rates, cartons, ship to/from addresses, and more.

Added the ability to create bundles of items and sell them at a discounted rate.
Fishbowl Online now integrates with TaxJar to calculate and record taxes.

The API is backwards compatible to keep integrations working through most releases.
Added a Classes module to add classes to sale orders. And Fishbowl Online can now sync its classes with ones found in QuickBooks Online.
For serial number-tracked items, users can scan or select many of them at the same time and commit them to fulfilling a sales order.

Auto ROP wizard is now updated and simplified from five to three steps.
Users can create a Stripe payment-request link from the Sales Order module.
Added a Quick Ship feature to the Shipping module to quickly print a shipping label and packing list.
Added a Go Live toggle under Company in the Settings module so users can switch from the sandbox to a live environment.

To see exports and other files a user has downloaded, they can click their profile icon on the top-right of the interface and then click “Downloads.”
Fishbowl Online now integrates with Stripe to process customer payments and refunds.

@@ Line 22: / Line 22: @@
 =2022.6 - 6/9/2022=
-==New Features==
+{{HideH2|New Features}}
 * Sale item price is now supported up to five decimal places.
 * Address line 2 is now shown on the sales order reports.
@@ Line 28: / Line 28: @@
 * Sale items are no longer automatically created when creating a new item.
-==Fixes==
+{{HideH2|Fixes}}
 * Trailing zeros are now cut off after two decimal places on sales orders and purchase orders.
 * Fixed Markup and Margin calculations on sales orders.