Change Log

#21 October 2026

• Organization Settings: a red billing warning banner now shows at the top of every page when an invoice is 15 days overdue or your platform operator turns it on, and members of a suspended organization now see an Account suspended page.
• Module settings: a new QR codes screen (Owners and Admins) sets, for assets, stock units and bin locations, what a phone sees when it opens a label's link and which QR format labels start on. Asset Registry: the profile's Barcode / QR card has a GS1 / URL switch, a phone scan page is described, and the registry export has a new last column QR URL. Labels: stock and bin label pages have a QR format choice; Scanning: scan screens read both formats.
• Asset Registry and Module settings: Asset Management amounts (the dashboard's value figures and an asset's acquisition cost, book value and disposal value) now follow the organization's number settings.

#19 October 2026

• Bills & Payments: a bill voided because its fuel station voided the invoice now shows a Void badge and the banner "Voided on date: reason". Invoicing: voiding a station invoice also needs Finance's Edit permission for that invoice, and a void refused because someone else is working on the invoice now shows the message in the dialog. Economy and exceptions: the current limitations now say that a station dispense does not re-check your fills' duplicate, too-frequent or meter flags (your own edits and voids do).

• Fuel settings: a new Duplicate tolerance (%) (0 to 20, default 1) sets how close two fills' litres must be to count as a possible duplicate; it applies to fills and to the pump's warnings, and every fill in the window is compared. Economy and exceptions: a backdated, moved or voided fill re-checks the duplicate (both ways), too frequent and meter checks of the fills around it, and an open exception that gains a flag tells the Fuel managers again; with Block the fill, editing the notes of a fill flagged earlier is allowed. The Approval timeout hint now says it applies to live extra-fuel requests at a station only (Requests).

• Economy and exceptions and Requests: the exceptions queue (Open and Reviewed) and the request list (Pending and Decided) now page through every row instead of stopping at 2,000, with a page-length menu and Search; the queue lists fills and station dispenses in one order and does not sort by column. Quota usage: Overruns counts the fill that crossed the limit once per period, not every fill after it.

• Fill import: a station name shared by two active stations, or belonging only to an inactive one, skips the row and names the station (Stations). A row held up by a busy quota is tried once more before it is reported.

• Station setup: a new price cannot start on a day that has passed ("The price can start today or later."; today is accepted), and a product's fuel type is locked once it has a price ("The fuel type cannot change once the product has a price."). A price per litre keeps four decimals; totals keep two. Stations: a linked station's credit limit and exposure show the station's currency, not your own.

• Invoicing and Bills: an invoice cleared by credit notes alone, with no payment, now shows Credited instead of Paid (also in the Invoices and payments report). A credit that cannot be completed is taken back whole, and the line's history shows credit-reversed. Accepting a bill checks the invoice again, so a dispense changed since the last check stops the acceptance ("Resolve the invoice problems first."). Retrying an invoice issue, a payment or a pump sale with changed details is refused: "This request was already made with different details. Check whether it was recorded before you try again." (Dispensing, Payments and statements, Bills & Payments). The pump charges the price in force when the sale is saved.

• Fuel Management: two new notifications tell you what a linked fuel station changes: A fuel station voided a dispense (to everyone holding Fills › View, with the station's void reason) and A fuel station confirmed or recorded a payment (to everyone holding Bills › View, also when the station records a payment itself). Chosen fuel managers need Exceptions › View, Quotas › View or Requests › View for their notices, and the requester needs Requests › Create to hear a decision. Every notice a station sends you is also emailed by default, and each notice now goes only to people who hold the permission for what it is about, so a fuel manager without it is not sent the notice. A notification is now listed under the organization it is about, even if you have switched to another since.

• Dispensing: the pump runs the client's fuel checks on the sale and lists any warning above Record dispense; the attendant ticks I have checked these warnings before recording ("Confirm the warnings to record this sale."), and a wrong fuel the client blocks is refused. A vehicle can be checked 20 times in 15 minutes ("Too many checks for this vehicle. Wait a few minutes and try again.").

• Economy and exceptions: station dispenses flagged at the pump enter the exceptions queue with a Station badge, are reviewed like fills and count in the Fuel overview's open exceptions; the fuel managers are told. The duplicate, too-frequent and meter checks on your own fills now also compare with station dispenses.

• Station setup, Sales and Reports: with business units, a station site can have a Business unit, and every sale recorded there takes it (no unit means the main business). Sales has a Business unit column, filter and detail line; the Sales and Uninvoiced reports gain the unit filter and column (Sales can group by Business unit), and a dispute raised before invoicing shows its sale's unit. Issue invoice starts with the unit all its dispenses share. Your client never sees the station's unit.

• Invoicing: a fuel station can Void an invoice it issued in error, with a memo (needs Issue invoices to clients and Finance's Void an invoice). The invoice becomes Cancelled, its dispenses go back to uninvoiced so a corrected invoice can be issued, and open disputes on it are closed. A payment, a credit note or a payment advice awaiting confirmation stops the void. Cancelled is now a status filter on the station's invoice list and on Bills, where the client sees "Voided by station on date: memo"; the client's Finance bill is voided too (Bills & Payments: "This bill is void."), and a new notification, A fuel station voided an invoice, tells the client by email.

• Invoices: a Finance invoice can be voided with the new Void an invoice permission: a red Void button on the invoice asks for a memo, reverses the invoice in the ledger and marks it Void with a banner. An invoice with payments or credits can't be voided (raise a credit note). The Invoices list shows a Void badge and has a Status filter for void invoices, and an invoice now has a Print button, with a VOID stamp on a voided one.

• Orders: an order cancelled and invoiced at the same moment is no longer left both cancelled and invoiced; one of the two is refused. The page also now says correctly that invoicing a closed order bills every line in full, not only what was delivered.

• Orders: invoicing an order that has already been invoiced is refused with "This order has already been invoiced."

• Orders: an order stays frozen while an amendment is being applied, and if applying it is interrupted, the order page says so with a red notice instead of leaving the order half-changed.

• Orders: a confirmed, requested or partly delivered sales order can be amended with Amend order: lower or raise a quantity, change a price or discount, add a line or remove one, with a reason and a note. A product's quantities can't go below what has been issued, and its price is fixed once any of it has been issued. Each amendment that takes effect is a new version (v2, v3…), and an Amendments card lists every one.

• Orders: an amendment that takes the margin below the floor, or adds a line that breaks a configuration rule, waits for someone else to approve it. Until it's approved, rejected or withdrawn, the order can't be sent for fulfilment, held, cancelled, closed, amended again or invoiced.

• Orders: through the API, a confirmed order's customer, currency and amounts can no longer be changed except by amending it.

• Fulfilment: amending an order withdraws its open request if the warehouse hasn't started picking, and is refused once it has. An order with an amendment waiting can't be sent for fulfilment.

• Stock availability and Credit check: reservations follow an amendment, and the credit check runs again when an amendment raises the total.

• Module settings: Sales orders has a new Amendments setting with four switches: Allow lowering quantities, Allow raising quantities, Allow adding lines and Allow removing lines.

• Orders and Stock availability: approving an amendment keeps the price each new line was given when it was asked for; a fulfilment request, hold, cancellation, close or invoice that races an amendment is refused with "The order changed while you were doing this"; an order is invoiced only once; and when a product is on several lines, an amendment rebalances its reserved stock across them.

• Permissions: a new special permission, Sales › Orders › Amend a sales order. Sales › Quotations › Approve discount is now labelled Approve or reject a discount below the margin floor (quotations and order amendments) and also decides order amendments.

• Bills and Payments and statements: when a station rejects a payment, the payment is now reversed on the client's Finance bill automatically, so the bill owes that amount again; the client's notification says so. Bills & Payments marks a reversed payment "Reversed on date" with the reason.

• Invoicing: a dispense the client disputed before it was invoiced is listed in the preview with the client's reason; tick Invoice anyway to put it on the invoice with the dispute open on its line, settled by the client accepting it or disputing the line. The Cancelled invoice status is no longer described or offered as a filter: invoices cannot be cancelled.

• Payments and statements and Invoices: a receipt booked in Finance › Invoices on a fuel client's invoice now lowers the invoice's outstanding amount for the client, and the client's exposure, at once.

• Bills & Payments and Invoices: a payment clears the payable or receivable account the bill or invoice itself was posted to, including a custom account named in the Fuel or Fuel Station settings. A bill raised from a fuel station invoice cannot be edited.

• Dispensing: the agreed-price and credit-limit messages, and the price and total problems the client's invoice match lists, show amounts in the team's number settings.

• Payments and statements: recording a payment of the same amount as a client payment still awaiting confirmation is refused unless you tick Record a separate payment; the payment date may not be in the future or before the invoice date; confirming a client payment that is more than the invoice still owes is refused with a message saying to reject it instead.

• Fuel Station Management: a new guide for fuel stations that use the system, in seven pages: Station setup (products, prices and sites), Credit accounts and clients, Dispensing at the pump, Sales and voiding, Invoicing with disputes and credit notes, Payments and statements, and the overview and reports. It explains that a platform administrator marks a team as a fuel station and that Finance is needed for invoicing.

• Station reports: five new reports under Reports › Fuel Station: Sales (by client, site, fuel type or day), Uninvoiced dispenses, Invoices and payments, Receivables ageing and Disputes. The invoice reports filter by business unit.

• Fuel reports: a new Bills by station report shows what each linked station invoiced, credited, was paid and is still owed. It needs Bills › View.

• QR labels and My Fleet: a vehicle's label also works at fuel stations that have a credit account with your organization; the station sees only whether the vehicle may fuel.

• Fuel station settings: the message after Create station permission groups now says that owners and admins keep full access, as the confirmation does.

• Stations: removed the note that dispensing, station invoices and payments arrive later; they are available.

• Bills: paying a station's bill in Finance now tells the station, which confirms the payment (the invoice's outstanding amount and Part paid / Paid badge follow what it confirmed) or rejects it with a reason; a rejected payment is reversed on your Finance bill. The bill page lists the Payments, and shows Paid (recorded by station) when the station recorded a payment it took itself, until you record the same amount on the bill. Each station account has a new Statement (opening and closing balance, invoices, credit notes, confirmed payments and ageing), opened with Statement on the account page. New notification A fuel station rejected a payment.

• Bills: accepting a station invoice needs the Finance module, and is refused with "Resolve the invoice problems first." while the match finds a dispense not on record or a total that does not add up; a matching invoice is not accepted automatically without Finance. The account fields in Fuel settings and Fuel station settings now offer, and accept, only accounts of the right kind.

• Fuel station settings and Stations: a credit limit of 0 now means the account has no credit limit (shown as No limit); the over-limit rule applies only to a limit above 0.

• Bills: a new Bills page in Fuel Management lists the invoices linked fuel stations send for the fuel they dispensed to your vehicles. Each is checked against your dispenses and the agreed prices; Accept raises the bill in Finance for the station, and Dispute lines sends wrong lines back to the station, which credits them or answers. With the new Auto-accept matching station invoices setting a clean invoice is accepted at once. New permissions Accept station invoices and Dispute station invoice lines, and a new notification, A fuel station invoice arrived or a dispute was answered. Fuel settings gain Bills (auto-accept, price tolerance) and Accounts (fuel expense, payable, default bank).

• Fuel station settings: an unset receivable or fuel sales account now uses the standard account instead of refusing to issue an invoice.

• Invoice balance check: credit notes raised against an invoice are counted, in a new Credited column.

• Fills: fuel a linked fuel station dispenses to your vehicles now appears in the fill list with a Station badge, counts against your quotas, costs and meter readings, and is included in the Fuel overview and reports. Open one to add your own notes and cost centre, or to Dispute it; the station is told by a new notification, A client disputed a fuel dispense. Fuel settings now show Meter reading required on station dispenses.

• Invoices: recording a payment now takes it off what the invoice still owes instead of replacing that amount with the payment, so part payments add up. An overpayment or a zero amount is refused, and the Payment method must be a bank or cash account. The list and profile show Outstanding instead of Balance. A new Invoice balance check report, under Balance check in the Invoices Actions menu, lists invoices whose outstanding amount was recorded the old way.

• Bills & Payments: record a payment against a bill from its profile page with the new Record payment button (needs the new Record payment permission for Bills & Payments and Edit on the bill). The profile shows the bill's Outstanding amount and a Payments card.

• Module settings: the number settings now apply to the Finance screens too.

• Fuel station settings: new Site limits table and a Create station permission groups button. Fuel stations also get a Station setup page for products, price history and sites; its help page arrives with the rest of the station guide.

• Stations: open a credit account with a fuel station that uses the system. Find a station lists the stations and sends a request; a station can also offer you an account with the new link code in Fuel settings. The account page shows the terms, their earlier versions and the history, with Accept, Suspend, Resume and Close account. An accepted account adds a read-only Linked station to your list. A new notification, A fuel credit account was requested or changed, tells the other side about each step.

• Quotas: the overnight run closes a used-up trip quota only in Hard mode with no pending request. When a platform administrator turns a fuel station back into a standard team, its Fuel Station Management module is switched off too.

#18 October 2026

• Fuel station settings is new in Module settings, for teams the platform administrators mark as a Fuel station (see Team type): pump, default credit terms, invoice and Finance account settings. A station cannot go back to a standard team while it has open credit accounts.
• Fuel: a used-up trip quota is no longer expired overnight when it is in approval or soft mode or has a pending extra-fuel request, so the request can still be approved; only a used-up hard quota with no pending request is closed. A suspended quota stays suspended.
• Fuel fills: an import is checked first: Check file lists the fills that will be imported, with their known flags, and the rows that will be skipped, and nothing is saved until you select Import. Fills, the exceptions queue and fill pages now show only fills on vehicles you may see in Fleet; the exceptions queue gains the Business unit filter and column.
• Quotas: with Allow fuel without a quota off in Fuel settings, a fill entered by hand or by a driver that no quota covers is refused with "No fuel quota covers this vehicle or driver."; an imported one is saved and flagged Over quota. A used-up trip quota is closed overnight only in Hard mode with no pending request. The approval mode is described as it works: the fill is refused until an approved extra-fuel request has topped up the quota.
• Economy and exceptions: correcting or voiding a fill re-checks the Economy out of band flag of the fills after it.
• Fuel Management: new module (it needs Fleet Management). Record fuel fills by hand, from a driver's phone or from a CSV file; each fill adds a Fuel cost and a meter reading to the vehicle. Fills are checked for a wrong fuel, an over-full tank, duplicates, a meter that went back and unusual economy, and flagged fills go to an exceptions queue where a manager accepts or rejects them.
• Quotas limit the litres or money a vehicle or driver can take per trip, day, week, month or custom period, with carry-over and a hard, soft or approval mode; a driver or manager can ask for extra fuel and an approver decides. Fuel managers are told about exceptions, quota alerts and requests.
• Stations, My Fuel (linked from My Fleet) and the Fuel overview and six reports are available.
• Fuel settings is new in Module settings. Fleet lists and the vehicle form gain an expected fuel economy, vehicles and drivers gain Fuel and Quotas tabs, and Costs shows locked Fuel costs.
• Fleet Management: the Drivers permission group now also holds My Fuel, creating fuel fills and requests and viewing the driver's own, when the organization has Fuel Management.
• My Fleet: drivers now see My renewals, their own current renewals with expiry date and status.
• Renewals: the list has a Business unit filter and column (vehicle renewals follow the vehicle's unit; driver renewals always show). Reminders are no longer sent for sold or disposed vehicles or inactive drivers, nor to deactivated members.
• Inspections: Next waits for the photo a failed item needs, and Submit inspection waits for a required reading and signature.
• Vehicles: voiding a reading updates the vehicle's service states at once; the lessor, vendor and linked asset must be your organization's own.
• Costs: distance for a vehicle with no reading at the start of the period is measured from its first reading in the period.
• Fleet Management: the module has been rebuilt. The old Monitor and Fleet screens and trip replay are gone, and the guides for them have been removed. The sections described here are available now.
• Vehicles: register vehicles and equipment with a type, group, specification, ownership and acquisition details; record odometer and engine-hour readings, with readings that look wrong held for review; change a vehicle's status, record its sale or disposal; attach documents; import vehicles from a CSV file. Distances, hours and amounts follow your number settings.
• Drivers: register drivers with licence details, link them to an HR employee and a login, and assign them to vehicles permanently or temporarily.
• Inspections: build checklists in Fleet settings and carry out inspections on a phone with pass/fail, number, text, photo and signature answers. A failed item raises an issue.
• Issues: report and track faults, move them through Open, In progress, Resolved, Closed and Won't fix, and hold a vehicle with a critical defect (flag only, or take it out of service, as set in Fleet settings).
• My Fleet: a page for drivers with their vehicles, due inspections and buttons to start an inspection, report an issue or add a reading.
• QR labels: issue and print a QR label for a vehicle or driver; scanning it opens the record for members of your organization.
• Fleet overview: a dashboard of cards for vehicles, renewals, service, open issues, inspections, costs and flagged readings, each shown only with the matching permission.
• Service: service programmes by distance, hours or months (whichever comes first), due soon and overdue states, estimated due dates, Set last done, and Create work order for a due service.
• Renewals: track expiring vehicle and driver documents, renew them, view a calendar and receive reminders from a nightly run.
• Costs: manual costs, locked costs posted by completed work orders and renewals, a cost summary, cost per distance or hour and total cost of ownership on each vehicle.
• Fleet reports: Vehicle cost summary, Service due and Renewals & compliance replace the retired trip reports.
• Issues and Maintenance: create a work order from open issues; starting a work order puts the vehicle in the shop and completing or cancelling it releases the vehicle and resolves or reopens the issues. Work orders for a Fleet vehicle record odometer and hours on completion.
• Fleet settings: a Create Drivers permission group button, and new settings for who enters records, critical defects, distance unit, reading checks, reminders, managers, the default issue assignee and the QR label text, plus editable vehicle types, groups, renewal types and cost categories. Fleet Management is now covered by permission groups, with separate permissions to change a vehicle's status, dispose of a vehicle, issue QR labels and review flagged readings.

#17 October 2026

• Orders: a confirmed, requested or partly delivered sales order can be put on hold with Put on hold, choosing a reason (Credit, Stock, Compliance, Customer request or Other) and a note. The hold withdraws the open fulfilment request, keeps the reserved stock, and shows a yellow On hold banner; Release hold puts the order back where it was. A held order can still be cancelled or closed. The Held status is now reached this way.
• Fulfilment: a held order can't be sent for fulfilment until its hold is released.
• Permissions: a new special permission, Sales › Orders › Release a sales order hold.
• Orders: a confirmed sales order can be cancelled with Cancel order, and a partly delivered one closed short with Close order. Both ask for a reason, withdraw the open fulfilment request, release the reserved stock and show who did it and why; the line items gain a Cancelled column. Statuses Canceled and Closed are now reached this way.
• Fulfilment: Withdraw request takes an open fulfilment request back from the warehouse, deleting its draft goods issue note if picking hasn't started.
• Permissions: a new special permission, Sales › Orders › Cancel or close a sales order.
• Stock availability: cancelling or closing an order releases its reservation.

#16 October 2026

• Fulfilment: a new guide. A confirmed sales order now has Request fulfilment in a Fulfilment block on its page, and moves through Fulfilment requested, Partially delivered and Delivered as the warehouse picks and dispatches; the line items show a Delivered column, and Request the rest sends what's still undelivered.
• Module settings: Sales orders has a new How orders are fulfilled setting — a goods issue note to the warehouse (default), a request the warehouse turns into a note, take the stock immediately, or don't move stock. Default fulfilling store is now always shown and also lists warehouses.
• Stock availability: what the warehouse has picked for an order is given back from its reservation, so picked stock is no longer counted twice.
• Issues (GIN): issues raised from sales orders, and a new Sales requests list where the warehouse creates the issue for orders waiting on it.

#15 October 2026

• Opportunities: the list now opens on the last 90 days, with a date filter in the toolbar — Today, Yesterday, Last 7 days, Last 30 days, Last 90 days or a Custom range.
• Opportunities: a new Board view shows the same opportunities in one column per status, each card with its name, customer, value and expected closing date.
• Opportunities: every opportunity now has an Opportunity number, a running number per organization shown in the list's ID column and on the profile. The create form numbers it automatically (Auto); untick Auto to type your own. Existing opportunities were numbered from 1, the oldest first.
• Opportunities: the list now shows Date second, written as YYYY-MM-DD, and has a Value column.

#14 October 2026

• Opportunities, Quotations, Orders, Consignments and Returns: amounts are written with your organization's number settings. Quotation and order totals carry the document's own currency.
• Opportunities: the create form now starts with Date and Customer. Choosing a customer shows a Contact persons table where you tick one or more of its contacts, and its last row adds a new contact (first name, last name, position, mobile, email, notes) on the spot; a contact typed there but not added is saved and linked when you create the opportunity. + Create "…" in the customer list now adds the typed customer straight away instead of opening a popup.
• Products: a new record starts with Type, Product or Service. A service has no product model, color, weight, dimensions, package, reorder quantity or warehouse controls, so the form hides them; the type can't be changed later. Services show a Service badge on the list and profile. Barcode (UPC) now comes after Product category on the form.
• Products and Price Groups: prices are written with your organization's number settings.
• Purchase Orders: an ad-hoc product needs the permission to create products, and is added to your Products list with a running SKU (ADHOC-000001, …). A discount worth more than its line is capped at the line's value, so no line total goes below zero.
• Purchase Orders: Add ad-hoc item adds a line for something that isn't in your product list, typed by name and marked Product or Service. Saving the order adds an ad-hoc product to your Products list so it can be received; a service is never received on a goods received note and gets no barcodes.
• Module settings > System: new Numbers and currency settings — Thousands separator (comma by default), Decimal symbol (period by default), Currency decimal places (2 by default) and Currency label position (in front by default), with a preview. They apply to the Purchasing screens in this version.
• Purchase Orders and Quotations: amounts are written with those settings, for example 1,234.50, and totals carry the currency label. On the purchase order form, the fields in an Items line show their outline only when you point at them or type in them.
• Purchase Orders: line items are now added and edited directly in the Items table instead of in a pop-up. The form starts with one empty line, Add another product adds the next, a smaller trash icon removes a line, and a line left without a product isn't saved. Discount is now a percentage of the line by default (%), or an amount off each unit ($^x) or off the line ($^Σ).
• Purchase Orders: the list, profile and print show the Date and Due date as YYYY-MM-DD instead of a full timestamp.
• Business units and Letterhead: a print whose letterhead has no legal name set now names your organization instead of "Company name N/A", for your main business as well as for business units.

#13 October 2026

• Container Depot invoices: with business units, an invoice bills only the container stays of its own business unit (an invoice of your main business bills the stays with no unit), and the preview shows the Business unit. An inward's business unit can't be changed once a Container Depot invoice bills that stay, and as Container Depot invoices can't be voided, this is permanent. Another stay of the same container isn't locked.
• Business units: a separate legal entity now needs a Tax ID; a legal entity saved without one shows No tax ID in the list and must be given one the next time it is saved.
• Asset Management: a new transfer, reservation, inspection, audit or consignment starts with the owning business unit its assets share, or the unit chosen in the header when they don't share one.
• Audits: an audit of a business unit covers only the assets that unit and its sub-units own; an audit of your main business covers every asset at the location.
• Credit check and Stock availability: overriding a credit hold or a stock shortfall can be granted to members with the Orders special permissions Override a credit hold and Override a stock shortfall (Permissions); Owners and Admins keep both, and the stock setting is now called Allow confirming anyway.

• Projects & Tasks is now governed by permission groups: Projects, All Tasks and Project Teams (View all or own, Create, Edit, Delete), and My Work, Board and Calendar (View). All Tasks decides which tasks every view shows; commenting, logging time and every change to a task need All Tasks › Edit. Your organization role and project role still apply inside the permission.
• Projects & Tasks: in an organization that uses permission groups, abilities that used to come with a member's role (archiving, deleting or editing projects they don't own, changing who can see a project or task, assigning tasks, seeing and setting cost rates, correcting other people's time and managing project teams) are now special permissions in the matrix. Changing who can see, or assigning, someone else's task with no project also needs Edit any task. Owners and Admins, and organizations without permission groups, are unchanged.
• Projects: with business units, each project has a Business unit, chosen on the form and starting with the unit in the header; the projects list filters by it and shows it, the overview's Recent projects follows the header, and a project's profile names it. Task rows in My Work, All Tasks and the Calendar show their project's unit as a badge. Project numbers stay your organization's.

• Invoices, Bills & Payments, Credit Notes, cashier receipts, Container Depot invoices and Inwards: when someone else is saving a document in the same number series at that moment, a save is refused with the message "Another document in this series is being numbered right now. Try again in a moment." instead of a generic error, nothing is saved, and trying again works; the Container Depot invoice button is enabled again after it.
• Invoices: an invoice numbered with Auto now continues your organization's number series instead of being numbered 1, and two invoices raised from sales orders no longer share a number. Invoices of every kind and Container Depot cashier receipts share one series, as before, so Container Depot invoice and receipt numbers skip the numbers Finance invoices take.
• Bills & Payments: bills and container payables are numbered in their own series, continuing from your highest bill, instead of being numbered 1.

• Business units: the page now covers every module that carries business units (Warehouse, Purchasing, Asset Management, Maintenance, Container Depot, Finance and Sales), with their numbering, defaults, letterheads and filters, and the legal-entity lock.
• Inwards: billables and payables of an inward on your main business start on the unit chosen in the header; the survey, estimate, outward and gate pass always follow the inward.
• Sales returns: the help no longer shows a prefixed number; returns never carry a business unit, so they list under your main business or All business units.
• Business units: on the letterhead of a legal entity, or of a unit under one, template 3's Head Office block shows the legal entity's own address and contact details instead of the organization's, and is left out when the legal entity has none.
• Business units: a document of a unit outside every legal entity, in an organization with no legal name set under Letterhead, prints the organization's name instead of "Company name N/A".
• Finance: an invoice raised from a sales order takes the order's business unit and is numbered in its legal entity's sequence with its prefix; an invoice from a main-business order is unchanged.
• Sales returns: with business units, the list filters by business unit and adds the Number (with its legal entity's prefix) and Business unit columns.
• Inwards: the billables and payables pages show the inward's number with its legal entity's prefix (PH-12).

• Maintenance is now governed by permission groups: Overview, Work Orders (View all or own, Create, Edit) and Schedules (View all or own, Create, Edit, Delete). Own covers the work orders you raised or are assigned to; starting, holding, completing and cancelling a work order needs Edit. Raising or editing a work order against an asset also needs Asset Management › Registry › View on that asset. The Asset Management overview's maintenance figures follow your Work Orders permission.
• Asset Management: assets have an Owning business unit; transfers, reservations, inspections, audits, consignments and receipts have a Business unit, numbered in their legal entity's sequence with its prefix (PH-7). A reservation's consignment and transfer take its unit; a receipt takes its consignments' unit. Lists, every Asset report and the overview filter and show the unit; the counters find a consignment by its prefixed reference. The main-business filter also includes records on a unit that no longer exists, and the Utilization and Depreciation reports name the chosen unit in their card header.
• Maintenance: work orders have a Business unit, numbered in their legal entity's sequence; the list filters and shows it, and a work order's unit is set when it is created.
• Asset registry: the purchase order on an asset shows its number with the legal entity's prefix.

• Container Depot: with business units, inwards and reservations have a Business unit field, and the inward, reservation and discharge-list imports ask for one; surveys, repair estimates, outwards and gate passes take the inward's business unit. Numbers carry their legal entity's prefix (PH-12); the lists and the reports filter by business unit and show it; and the gate pass and printed estimate carry the business unit's letterhead.

• Finance and Container Depot invoices and cashier: invoices, bills, credit notes, Container Depot invoices and receipts, and the billables and payables recorded against an inward have a Business unit, numbered in their legal entity's sequence with its prefix (PH-7); billables and payables start with the inward's unit. Their lists, the Cashier summary and the Sales invoice reports filter and show it, and Container Depot invoice and receipt prints carry the unit's letterhead, with cheques drawn in favour of its legal entity.

• Sales: quotations, sales orders and consignments have a business unit, chosen on the form and numbered by its legal entity (PH-12); the lists and the Consignments report filter by it and show it, a converted order and a consignment return follow their source, and the quotation PDF carries the unit's letterhead.
• Sales orders: a confirmed, invoiced or cancelled order that carries a business unit can't be reopened through the API even after business units are turned off, and a number you type (such as 0012) always shows exactly as typed.
• Return to stock: the repair document belongs to the goods' business unit, else the warehouse's.
• Customers: the Opportunities, Work orders, Sales orders and Quotations cards on a customer's profile now follow your Sales View permissions.
• Sales: approving a discount also needs View on the quotation, and converting a quotation to an order needs Orders › Create and Edit on the quotation.
• Sales is now governed by permission groups: Opportunities (including leads), Quotations, Orders and Consignments each have View, Create and Edit permissions with an own-records scope, Returns has View, and two new permissions — Approve discount and Void — control discount approvals and voiding quotations.
• Business units: a legal entity's document number prefix is now limited to 10 letters and numbers (it was 20), so prefixed count and disposition numbers always fit approval requests.
• Consumables is now governed by permission groups: Consumables and Purchase Orders each have View (all or own) and Create permissions, and raising a consumable purchase order no longer needs any Purchasing permission. These pages open only consumable products and orders.
• Purchasing is now governed by permission groups: Purchase Orders, Quotations, Requisitions and Vendors each have View, Create and Edit permissions, with an own-records scope. The purchase order list shows only your own orders with View (own).
• Purchasing: requisitions, quotations and purchase orders have a Business unit, numbered in their legal entity's sequence with its prefix (PH-7); a purchase order follows its receiving store's owning unit. The lists, the purchase order profile and print, and the Purchasing report filter and show it.
• Receipts: a new receipt starts with its purchase order's business unit, and purchase-order numbers carry their prefix; type PH-7 to find a legal entity's order 7.
• Reports and the Warehouse overview: stock split from another unit counts under that unit's business unit when it has none of its own.
• Warehouse overview: the stock and issue figures follow the business unit chosen in the header, and the figures open their lists on it; Today and Approvals pending count every unit.
• Reports: the Warehouse reports filter by business unit and show it, with prefixed receipt numbers.
• Damage and disposition: a new document's business unit is now worked out only from the units that can go on it; a unit listed at the top as refused no longer changes it, and units all on your main business leave it to the warehouse's owning unit or the header.
• Pick lists: with business units, the profile shows the transfer request's number with its legal entity's prefix (PH-41).
• Gate passes: corrected: gate passes made in 3PL belong to your main business.

• Stocks: the Stocks reports under Reports › Stocks now need the Warehouse › Stocks › View permission and the Warehouse module, like the Warehouse stock reports. The menu entry still shows without it.
• Transfers: transfers have a business unit — chosen on the form, where it follows the From warehouse, or the transfer request's when created from one, on the form or with the handheld — and are numbered by its legal entity (PH-1). The Transfers list and the Transfer returns tab filter by it and show it, and a transfer created from a request is named after the request's prefixed number.
• Stock reports: a new page for the Stocks reports. They filter by business unit, by each stock row's unit (3PL stock counts as your main business), and show a Business unit column, when your organization uses business units.
• Stock reports: Summary by store, Product summary by store and the product and store pages of the availability reports open again (they showed an error or no stock), and Damaged by product and category lists every product of a damage category (rows of the same category used to replace each other).

#12 October 2026

• Receipts: a receipt has a Business unit, starting with its warehouse's owning unit or the unit chosen in the header. Its lines and the stock it creates take that unit; lines no longer have an SBU of their own. A receipt of a legal entity is numbered in that entity's sequence with its prefix (PH-41), and the list filters and shows the business unit.
• Customer returns: a return has a Business unit in the same way, numbered by its legal entity (PH-CR-3); the return note prints that unit's letterhead, and the GIN search reads a prefixed number and lists every issue note with a plain one.
• Stock labels: the receipt number carries its legal entity's prefix, and "SBU" is now "Business unit".
• Stocks: new stock takes its business unit from the receipt or return that brings it in.
• Products: "Default SBU" is now Business unit, for information only: it no longer fills in receipt or return lines, and a product keeps a unit deleted since.
• Business units: receipts and customer returns are the first documents to carry a business unit.
• Issues: an issue (GIN) has a Business unit, starting with its warehouse's owning unit or the unit chosen in the header, numbered by its legal entity (PH-812); the list filters and shows it, and the delivery note and pick sheet show it. Issue numbers on customer returns carry the prefix, and a new return now starts with its issue note's business unit.
• Gate passes, transfer requests and pick lists: each has a Business unit, numbered by its legal entity; the lists follow the unit chosen in the header, with a filter to choose another.
• Stock counts: a count has a Business unit (PH-CNT-7), its variance report carries that unit's letterhead, and stock it finds takes the count's unit.
• Damage and disposition: documents have a Business unit (PH-SCR-1) with that unit's letterhead on the print; Damaged stock filters and shows each unit's own business unit.

#11 October 2026

• Warehouses: a warehouse can have an Owning business unit; the list shows and filters by it and starts with the unit chosen in the header.
• Stocks: the business unit filter offers all units, your main business, or a unit with its sub-units, and starts with the header choice; stock without a unit shows as your main business instead of "No SBU".
• Put-away: filter and see the awaiting list by business unit.
• Warehouse overview: "Stock by SBU" is now "Stock by business unit".
• Business units: the list's create button is now only in the page toolbar, and the new-unit form's legal note names your organization instead of "Company name N/A" when no legal name is set.

#10 October 2026

• Fixed: a logo uploaded on the Letterhead page now prints on documents.
• Business units: organize your organization into business units and sub-units, optionally as separate legal entities with their own document number prefix (for example PH-1024). Modules show the business unit as they are updated.
• Choosing a business unit: a header button switches between All business units, your main business and a unit; the choice is remembered per team. Documents and reports will use it as their default as modules are updated.
• Letterheads: how a business unit's letterhead resolves, inheriting from the unit above and then the organization. No document type carries a business unit yet; modules adopt it as they are updated.
• Letterhead settings: new Business registration number, Tax ID label and Tax ID fields.
• Letterhead settings: saving the letterhead page no longer clears the per-document letterhead choices, which had turned letterheads off.
• Switching teams: leaving the team you're working in moves you to another team where your access is active, or leaves you without a team, rather than keeping you pointed at the team you left.
• Users: deactivating someone who belongs to another organization moves them into it at once; reactivating someone with no other organization puts them back into this one. Removing access moves them only into an organization where their access is active.
• Switching teams: someone without a team who opens the dashboard is taken to their team list to create a team or accept an invitation; the "access removed" page also offers Create or join a team.
• Delete your organization: people working in the deleted team, the Owner included, move only to a team where their access is active, or are left without one.

#9 October 2026

• Approvals: a big stock count approved and posted only part of the way shows Update in progress, not Update failed, and its Retry says how far it got.
• Stock counts: a count can't be cancelled once its posting has started, even before anything is written, and the message now says so; a cancelled count no longer shows Print.
• Stock counts: a serial unit always counts as one — the scan screen refuses any other quantity, unlabelled serial goods are added one unit at a time, and the review blocks a serial unit that would be increased or found at another quantity. Older stock rows holding several units of a product made serial-tracked later are counted at their real quantity, but never increased.
• A stock count prints a variance report per bin with totals and signature lines, and, once posted, labels for the new units it created.
• Stock counts can be submitted: the adjustments post straight away or wait for approval, as your Warehouse settings say. Shortages become stock-outs, surpluses and found stock become new units, and misplaced stock is moved to where it was counted. Nobody who counted can approve. A big count posts in batches with progress shown, Continue posting finishes one that stopped, and a stuck count can be closed as part-posted.
• Stock counts have a Review page: per bin and unit, what was expected and counted, and whether it will be decreased, increased, moved, added as found, or is held up by a conflict, an open disposition or 3PL ownership, with its value.
• New Count scan screen: count a stock count's bins one by one on a phone or handheld — full or opened cartons, loose items, unlabelled stock and empty bins — without seeing what the system expects. A bin can't take or give stock while it is being counted.
• Audits is now Stock counts: create a count of a bin, rack, zone or whole warehouse, follow its bins on the count's profile, close counting, recount a bin or cancel the count. The older handheld audits stay visible, read-only, on the Handheld audits tab.
• While a stock count is counting a bin, Move, Put away, Pick, Undo pick, Write off, Return to stock and receiving refuse to put stock into it or take stock out of it, and Lookup shows who is counting it.
• Stock on hand and the stock lists now count good returned goods in a returns bin as Awaiting put-away, matching Put-aways pending, instead of Other areas; Customer returns lists the Warehouse and Date columns and the "changed by someone else", 3PL and part-received messages.
• Put-away lists returned units from customer returns, with a Source column naming the receipt or return; Issues show a Returns card and Record return on dispatched issue notes.
• Customer returns: a damaged unit on a received return now has a Decide button that opens the Damaged stock list, where returned damaged goods are listed with all other damaged stock.
• Stock labels print straight from a received customer return, one label per returned unit.
• Customer returns: record goods a customer sends back against the issue note or the customer, with a condition and a reason per line, scan a returned carton's label to fill the line, and receive them into the returns area as labelled stock. Legacy handheld returns moved to the Transfer returns tab.
• Damage and disposition: a document completed only part of the way can now be cancelled when no line is Started — the done lines stay done, the other units are freed, and the state reads Part completed, then cancelled; the approver of a document can still open it after approving or rejecting it (also from the Decided tab in Approvals); the Return to stock screen finishes the repair its earlier try created ("Finishing REP-3: …") and refuses a changed quantity; Damaged stock says when only its first 5,000 damaged units were read; writing off the rest of a unit that is still picked for an issue no longer marks it used up before that issue is dispatched.
• New Return to stock scan screen (Damage and disposition): scan repaired goods and a saleable bin to put them back on sale, from an approved repair or in one step when repairs are direct; Return to stock also appears on a damaged unit in Lookup and on its stock unit page. Stock history now names write-offs, returns to vendor and repairs.
• New Damaged stock list, opened from the Damage and disposition toolbar: every damaged unit with its reason, age and decision, with one-step Return to vendor, Scrap and Repair. The Warehouse overview's Damage awaiting disposition tile now counts only damaged units not yet on a decision and opens that list, and Approvals pending shows a live figure and opens Approvals; no overview figure is sample data any more.
• Picking: undoing a pick now always puts the quantity back on hand, even when another issue that picked from the same stock unit was dispatched first; a unit is marked used up only when the last issue picking from it is dispatched. Two people picking the same line at once can no longer pick more than it needs (the later pick is refused with "This line needs only n more"; only if a pick runs so long that its hold on the issue lapses is it undone afterwards, and then both may be undone). The Pick scan screen says when only 2,000 units of a product were checked, and refuses at the scan a whole-only unit bigger than the line needs. A unit whose recorded expiry date can't be read is listed under Not offered and never picked.
• Issues (GIN): the toolbar list now includes Pick; the delivery note no longer prints the batch and expiry of a pick from 3PL stock; the errors for transferred or 3PL stock picked on the old pick page now say to ask a supervisor. Scanning lists the Pick screen.
• Warehouse overview: Open GINs, the GINs to pick tile and today's Picks and Dispatches now show live figures; the Picking rule in Warehouse settings is now in effect.
• Picking: new Pick scan screen — choose an issue, go to the suggested bin, scan the bin and the goods, confirm the quantity; off-order and short-dated units are flagged before they are picked.
• Picking: scanning a unit that is already on the pick page checks it again and refreshes its quantity and bin, so "Scan it again" after a "stock changed" refusal now works without reloading; ticking an alternative checks it first, so a warning or a needed reason shows before you pick. Issues (GIN): the pick sheet says when its list is cut short, a pick from 3PL stock is marked 3PL on the issue without a unit link or batch, and the delivery note lists an old-style pick once.
• New Approvals list in Warehouse: requests waiting for you, your own requests and recent decisions, with notifications when a request is raised or decided, and Retry for an approval whose document update failed. Nobody can approve their own request.
• New Damage and disposition: decide what happens to damaged stock with a Return to vendor, Scrap or Repair document — numbered, printable, approved where your organization's Warehouse settings require it, and completed when the goods leave, are destroyed or go back on sale (a completion that stopped part-way is shown as such and finished by completing again). The Approvals in Warehouse settings for Scrap, Return to vendor and Repair now take effect.
• New Picking guide and desk pick page: open an issue and select Pick on a line to pick it in the product's picking order (FEFO, FIFO, LIFO or none), with suggested units and quantities, a scan box for other units, and the units not offered with why; expired and short-dated stock is never offered and can be picked only with Override picking and a reason, while units that must be picked whole and are too big, units whose records don't add up and old-format units can't be picked at all; off-order picks follow the organization's Picking rule, which now takes effect; Unpick on the issue puts a pick back on hand before dispatch.
• Issues (GIN): a new issue profile shows each line's progress and every picked unit; Dispatch records the vehicle, a note and, for a short dispatch, a required reason, and can't be sent twice by a double click; a printable Pick sheet lists what to pick in walk order and the units not offered with why (only expired and short-dated stock can be picked with Override picking); the delivery note shows the batch and expiry of each picked unit.
• Lookup history now shows a pick that was undone ("Picked for GIN …, then unpicked" and "Unpicked from GIN …") and a pick made outside the picking rules, with its reason.
• Issues (GIN): new Issues › Override picking permission, for picking out of the product's picking order or picking expired or short-dated stock, with a reason that is kept.
• Issues (GIN): the Issues list now has filters (warehouse, stage, customer, dates), stages and export; raising an issue gains a dispatch bin, a customer search and a product search that shows saleable stock; draft issues can be edited and deleted until picking starts; 3PL issues are no longer listed.
• Issues (GIN): picking follows the stock rules used by Move: stock whose quantity was saved as text but reads as a number can be picked in part, and a unit stored in an old format or whose records don't add up is listed under Not offered with the reason and is never picked, even with Override picking.
• Stocks and Lookup: History now shows the number of a GIN that delivers to a customer, with a link when you may open it; only 3PL GINs are named without their number.
• Stocks: applying filters on Expiry keeps the window cards you selected, and the Expiry filter now stays applied when you switch between Stock on hand, Batches and Units. History on a unit also lists older entries whose time was saved in an unusual format.
• Moving stock: scanning the label of a bin that has been deleted now says "This bin no longer exists. Scan another bin." and keeps the goods scanned; changing Whole unit/Part or the quantity after a bin was checked asks for the bin again.
• Warehouse overview: with several warehouses under location management, a stock figure or the Damage awaiting disposition tile held in only one of them opens that warehouse's list.
• Put-away: the awaiting list now shows Received and the hours waited for older stock with no arrival time, from its receipt's date or when it was recorded.
• Receipts (GRN): a received unit's Damaged and Issued status is read from what is stored, whatever format an earlier version used, and a repaired unit is no longer shown as Damaged.
• Locations: bin contents and bin utilisation now count stock whose quantity an earlier version stored in another format, and a location's edit page counts the stock in its deactivated bins too.
• Lookup and the stock unit page: Same batch elsewhere now finds a batch recorded as a number or with spaces around it (as earlier versions saved some batches), and put-away suggests the bin already holding it.
• Stocks and the Warehouse overview: in a warehouse with location management, stock that is not yet in any bin now shows as Awaiting put-away, matching Put-aways pending, the awaiting list and the Put away button; Move suggests bins for it. No location now means only stock recorded against a bin the warehouse no longer has.
• Moving stock: units whose quantity an earlier version saved as text can now be moved, put away and marked damaged in part. A unit whose quantity doesn't add up (what is left doesn't match what it received less what was taken) now moves whole only, so a split can't change the stock figures; the scan screens and the stock unit page say why a unit moves whole.
• Who can use the new stock pages: Stocks needs Warehouse › Stocks › View, and the Move and Mark damaged screens need Warehouse › Stocks › Edit and Warehouse › Scan › View all. The Warehouse overview's stock figures cover warehouses with location management on, refresh every five minutes, and open the stock lists only for people with Stocks › View.
• The Warehouse overview now shows live stock on hand, expiry and stock by SBU, and a live count of damaged stock awaiting a decision.
• Stocks: each stock unit has its own page with its details, history, the same batch elsewhere, and Put away, Move, Mark damaged and Print label actions. Select a unit's code in Units to open it. Receipt and product links, there and in Units, appear only for records you may open.
• New Stocks pages in Warehouse: live stock on hand by product, batches, what expires soon and every stock unit, filtered by warehouse, location, product, brand, SBU, condition and expiry. 3PL stock is not included.
• Moving stock: Mark damaged now follows the same quantity rules as Move. A serial product's unit is marked whole, and a part takes up to 3 decimal places. Units whose quantity an earlier version stored in an old format can only be moved, put away or marked damaged whole.
• Lookup now shows a stock unit's condition, its history, where else the same batch is in the warehouse, and buttons to move it, mark it damaged or put it away.
• New Move and Mark damaged scan screens: move stock to another bin, whole or in part, with labels for a split; mark damaged stock where it is with a reason. Moving goods into a damage bin marks them damaged.
• Receipts (GRN): Receive no longer appears while someone else is receiving the draft. The Warehouse overview's Put-aways pending tile opens the awaiting list only for people with Stocks › View; for others it shows the count only.
• Put-away: the awaiting list shows units in receiving locations before units with no bin, so stock already in a warehouse when location management was switched on can't hide today's receipts. The scan screen asks for a quantity before checking a bin, clears its last success message when the next scan is refused, and says when a linked unit no longer exists.
• Receipts (GRN): a part-received line whose product has since become a 3PL product is no longer finished in Warehouse; the rest is received in 3PL.
• Put-away: a serial product's unit is put away whole (its quantity is locked), also when it was received before the product was switched to serial tracking. A part of a unit takes up to 3 decimal places; a whole unit can always be put away, whatever its quantity.
• Receipts (GRN): a purchase order line's Received now includes part-received receipts, and Receive checks each purchase order line again just before creating its stock, so two receipts can no longer together receive more than was ordered.
• Receipts (GRN): a receipt interrupted part-way can be finished with Receive, which creates only the missing stock. Until then you can change its receiving location and the lines not yet received; its warehouse, purchase order, date and received lines stay as they are, and it can't be deleted. Edit and Delete now appear only when the receipt can actually be edited or deleted.
• Warehouse overview: Put-aways pending (which opens the awaiting list), today's Receipts and today's Put-aways now show real figures; each remaining sample figure carries its own Sample badge.
• New Put-away: an Awaiting put-away list, opened from the count on the Receipts list, and a Put away scan screen that suggests bins (same batch, same product, assigned bins with free space) and puts goods away when you scan the bin. The Put-away rule in Warehouse settings now applies: off-plan bins are confirmed in Suggest mode and need Stocks › Override location and a reason in Enforce mode. Received receipts link each unit awaiting put-away to the scan screen.
• Locations: an empty Assignments card now says why — open, not saleable, or racks and bins beneath with their own assignments. All assignments shows only for warehouses with location management on, and the Edit page's breadcrumbs include the warehouse. The help now lists every 3PL record that stops location management being turned on, including 3PL issues.
• Lookup says when a location's contents list only the first 20 of its stock records.
• Stock labels print straight from a received receipt: one label per carton, or one per carton of units on batch lines, for the whole receipt or one line.

#8 October 2026

• Receipts (GRN): drafts are received with Receive, which creates one stock unit per line or per carton with its batch, expiry and manufacture date, into the receiving location of a warehouse with location management. Goods below their minimum shelf life, or expired, need Receipts › Accept short shelf life and a reason. The profile lists the stock units and their put-away status; received receipts can't be changed.
• Receipts (GRN) are now saved as drafts on a new form: load a purchase order's lines and receive each in one or more batches, with expiry and manufacture dates, SBU, and quantities or cartons; the receiving location is chosen for warehouses with location management; drafts can be edited and deleted. The list now has filters and shows receipts of the last 90 days.
• The Warehouse overview's Bin utilisation widget now shows live figures for warehouses with location management on: empty, partly used, full, and in use with no capacity set.
• New bin labels: print a QR and GS1-128 label for a bin, or for every bin of a rack or zone, in warehouses with location management on. Lookup now shows a location's purpose, positions per bin, occupancy and contents.
• Locations: assign brands or products to saleable zones, racks or bins. Assigned locations take only their owners' goods, a product's own locations take priority over its brand's, and unassigned goods use open bins. A new assignments list shows every assignment of a warehouse.
• Locations: each zone, rack and bin now has a profile showing its purpose, positions per bin, occupancy, assignments and the stock held there. In a warehouse with location management on, Edit sets a location's purpose (Saleable, Receiving, Dispatch, Damaged, Returns) and positions per bin, inherited by the racks and bins beneath. The Locations list has a scan box that opens the location you scan.
• New Locations list in Warehouse: every zone, rack and bin of a warehouse with what is stored in it, and a switch to turn on location management for a warehouse (not available for warehouses holding 3PL stock). Governed by the new Locations permissions, View all and Edit all.
• Scanning: the scan box now also reads scanners that send no Enter and deliver the whole code at once or with small pauses; codes of one or two characters still need Enter.
• Lookup shows the receipt (GRN) a stock unit came in on, flags damaged, out-of-stock and 3PL stock, shows how much stock a bin holds, tells an older 3PL label from a stock unit's own barcode, and offers Print label for warehouse stock.
• New Scanning screens under Warehouse > Scan: a phone-sized scan menu and a Lookup screen that tells you what a scanned label is, goods or a bin, and where it is. Works with USB and Bluetooth scanners and the device camera, and still reads older 3PL stock and bin labels. Needs the new Scan › View all permission.
• New Stock labels: print labels for warehouse stock, with a QR code carrying the product code, batch and expiry and a barcode underneath, on a 100 × 50 mm roll or A4 sheets of 8, with a Copies box on the print page for up to 100 copies of each. 3PL stock keeps its own labels.
• Materials: creating or editing a material now needs the Products › Create or Products › Edit permission, because materials are saved as products.
• New Warehouse overview page, the first page of the Warehouse module, showing sample figures that switch to live data as the Warehouse tracking features are released.
• New Warehouse settings screen: choose label level, put-away and picking rules, and which warehouse actions need approval.
• New Brands screen in Products: keep a list of brands and link products to them. Owners and Admins can create brands from the brand names already typed on products in one step.
• New Business units (SBUs) screen under Settings > Module settings > General: Owners and Admins can set up SBUs, which then appear as an optional field on products.
• Products is now governed by permission groups: Products, Price groups and Attributes each have View, Create and Edit permissions, with an own-records scope. The New product button on a quotation line needs Products › Create.
• Products gain Warehouse controls — batch tracking, expiry control, shelf-life rules in days or percent, picking order (FIFO, LIFO, FEFO), default SBU and units per carton — and the brand is now chosen from your Brands list.
• New Asset custody report under Reports > Assets: every asset with an assigned user, showing the assignee, location, status, condition and book value, filterable by person, location, department, category, status, condition and a book value range.
• On Issue assets and Create Transfer, the selected items are numbered (#) in the order they were added, the list's header shows Items: X / Count: Y, and a new Summary card lists the selection grouped, with the units of one group on one line.
• Bulk asset groups now track their stock by location. Existing bulk stock starts without a location. Before issuing bulk items on a consignment, move each group's stock to the consignment's issuing location — with a transfer from "Assets without a location" or an adjustment at that location on the group's quantity page. Consignments issue bulk stock only from their issuing location, and returns go back there.
• Transfers can carry bulk items by quantity; a shortfall on receipt stays in transit until it is received or reported missing.
• Create Transfer has a new source, Assets without a location, to move assets that were registered without one to a location.
• New Asset registry report under Reports > Assets: every asset with its condition, location, assignment and value, totals for the listed assets, and the grouped display used by the other asset reports. Disposed assets are left out unless you include them.
• In every report's Column visibility list, each column now has a checkbox that is ticked while the column is shown, so you can see at a glance which columns are hidden.

#7 October 2026

• Asset reports now group the units of a per-unit asset group into one row with a Qty, showing Multiple as the asset code. Use the new Display filter to switch to Line by line. This applies to Returns register, Assets out, Job Activity, Utilization, Job Movement History, Findings, Unverified Assets, Purchase Value, Current Book Value, Depreciation Estimate and Disposal.
• Because their results tables gained a Qty column, these reports (except Job Movement History, which has no table, and Utilization's By Period view) forget their saved column visibility, sorting and page length once, the first time they are opened after this change.
• Purchase Value now lists the most recent acquisitions first, instead of sorting by supplier.

#6 October 2026

• On the Assets out and Returns register reports, the Consignee filter now lists only the members of your current team instead of every user in the system.

#5 October 2026

• On Create Transfer, the list of assets with check boxes is replaced by a scan box and a searchable Browse assets list, the same as issuing a consignment. Added assets appear newest first with a Last added panel, and refused codes are listed with the reason instead of opening a pop-up.
• On a transfer, dispatching items now uses the same type-or-scan box as receipt, including the camera. A scanned code that isn't waiting to be dispatched shows a message instead of a pop-up.

#3 October 2026

• Exchange rates now lists every date from your organization's start date up to today, newest first and 25 per page, with dates missing a rate shown in red. You can search the list and filter it by a date range, and the new Bulk Edit toolbar button sets the same rate on every date in a From–To range.

#29 September 2026

• Inventory Overview and Balances are now available, read-only. Overview shows freshness, key counts and exceptions (negative balances, unallocated reductions, expired or expiring stock); Balances lets you explore current stock by product, store, bin, owner, status, batch, serial and package, drill into the lots behind a line, and export the result as CSV or Excel. There is a new Inventory › Balances › View all permission. Exports are CSV (no row limit) or Excel (up to 50,000 rows).

#28 September 2026

• Inventory: its screens no longer show an error. Each opens a page saying it isn't available yet, while Inventory is rebuilt. Inventory is now governed by permission groups: Overview, Stock Transfer, Audits and Store Management each need their own View permission, and Store Management's create screen needs Create. The permission matrix now shows only the checkboxes that apply to each submodule.

#25 September 2026

• Tables across OCTO Ops now show 25 rows per page by default, where a page doesn't set its own. Each table forgets its remembered page length, sorting and search once with this change, then remembers your choices again. On reports the rows-per-page menu is back at top left, and the export buttons sit at top right beside the search box, at the same height.
• Reports: every report's results table now has Copy, CSV, Excel, PDF, Print and Column visibility buttons, as in legacy OCTO Ops. This adds them to Container Depot, Stocks, Fleet, Warehouse, CRM, Sales, Products, Purchasing, Quality, Marketing, Production, System and Workshop reports and to the 3PL reports that lacked them, and adds Column visibility to Asset Management and 3PL reports. Summary tables have their own set. Files and printouts are titled with the report and the filters it ran with. SAP invoice export keeps its own Excel download.
• Reports: every report that has filters now keeps them in the filter drawer, opened with the funnel icon in the toolbar, as legacy OCTO Ops did. This brings Container Depot, Stocks, Fleet and Warehouse reports in line with Asset Management and 3PL. Set the filters and select Filter and run report. The results card's title now shows the filters the report ran with, such as the MLO and date range.

#24 September 2026

• Register an arrival: Yard location now sits beside Inward ID at the top. The last row reads Stack Location, Suitable cargo, Status, Condition, Shipper return. The manufacture year can't be later than the current year and the month must be 1 to 12, on both the create and edit screens; an out-of-range value is flagged as you type and refused when you save.
• Register an arrival now lays its fields out in legacy OCTO Ops' order, in one card, and checks the container number as soon as you leave the field. The separate Look up button is gone. As in legacy, a number that is invalid, already in stock, or declined as a new container is cleared from the field, and a failed check says so. The number is upper-cased first, so typing it in lower case no longer offers to create a duplicate of an existing container.
• Container Depot prints (repair estimates, gate passes, receipts and invoices and credit notes) now use legacy OCTO Ops' own print layout and styling, unchanged, across the full width of the page. The browser tab and the printed page header show the document's title without the application name, as legacy did.
• Container Depot lists now format values the way legacy OCTO Ops did. Amounts on Cashier and Invoices have thousands separators. On the invoice note tabs, counts and amounts are right-aligned. Empty cells on the Containers, Repair Estimates, Outwards and Reservations lists show a dash.
• Searching the Cashier list and the credit and debit note tabs on Invoices now finds receipts and notes by customer name. Before, a customer name found nothing.
• The Discharge Lists page now lists every imported entry, with legacy OCTO Ops' twelve columns and search. An entry's ID opens the inward that was registered from it.
• Container Depot forms now carry legacy OCTO Ops' fields and read-only panels: the survey and Add Repair Estimate screens show the inward's details, and the estimate edit screen shows the container, inward, driver and vehicle; repair items use legacy's labels (Material cost, Qty, Labour rate, Labour hours); the outward edit screen follows the register page's order, adds vehicle in and out times and the Container data and In data panels, and saves with Update container outward; reservations gain Number of containers (adding stops once it's reached) and Description, and show each container's ISO, MLO and condition; billables show Taxes and Total rows; and every import preview lists legacy's columns in legacy's order, with the outward and reservation previews now also showing what will be created automatically.
• Every Container Depot form now names itself in the page heading the way the profiles do — for example Add Container Inward, Edit Container Outward: {container number}, Add Repair Item: {container number} or Import Reservations — and the create and edit screens no longer repeat that heading inside the form. On Create outward, the container panel's Location and Stack location now show the yard and stack location code (they were blank or showed an internal ID), and an active reservation is flagged in a red alert above the button. On the estimate screens, the Survey date can be picked again. The transporter edit screen no longer offers an Edit icon that led to a missing page.
• The Container, Vessel, Voyage, Yard, MLO and Reservation profiles now use the same layout as the inward profile — the details in a card on the left, the related records on the right — and fill legacy OCTO Ops' cards with real data: a container's invoices, estimates, work orders and history; a vessel's, voyage's, yard's and MLO's containers and stock; an MLO's invoices, estimates and work orders; and a reservation's In at, Issued at and status for each container. The receipt and invoice profiles follow legacy's layout, and Edit and Print are now only in the toolbar.
• Container Depot prints now follow legacy OCTO Ops: every print carries your organization's letterhead when it's turned on under Settings → Modules → Letterhead, and a bar (not printed) to switch between regular and dot-matrix printing. The gate pass no longer prints the OCTO Ops menus and now shows every legacy field and all three signature lines; the repair estimate print shows the submitter and MLO blocks, the container and inward details, and the full labour/material item table; the receipt shows your VAT/SVAT registration numbers and the customer's address; and the invoice and credit-note prints spell the total out in words.
• Container Depot imports (Inwards, Outwards, Reservations, Discharge Lists) can no longer be confirmed while the preview lists errors or missing master data — as in legacy OCTO Ops. The button is now Confirm and record.
• On an inward's estimate approval and work-order screens, only the items you tick are acted on — an item ticked and then unticked is no longer approved or added to the work order — and the work-order screen no longer offers items already on a work order. Both screens now list items in one table with legacy's columns, including memo, unit price and the repair item's name.
• Inwards: the edit screen now carries every field legacy OCTO Ops had — manufacture date, vehicle in/out times, vessel in date, stack location, shipper return and more — each starting from the inward's current value. Saving an inward no longer clears its manufacture date, shipper-return flag or vessel in date, and no longer resets the container's ventilation.
• Container Depot lists now follow legacy OCTO Ops: Yards shows each yard's depot and status, and a Depot column on Stack locations; MLOs, Vessels, Voyages and Transporters use legacy's columns, default sort and 25-row pages; on Repair Estimates the date and container link to their profiles.
• Updated Repair Estimates: the estimate profile now follows legacy OCTO Ops' layout, headed Repair Estimate: {container number} — a header card with the inward, surveyor, Total and the container's details; an Items table with code, memo, labour rate and quantity, status, liable-party subtotals (when turned on) and totals; and Work orders, Uploads and images, and a History card whose entries open the fields each change touched. Print, Edit and Add item are now only in the toolbar.
• Liable parties are now managed under Settings → Modules → Containers → Liable parties (Module settings); the Liable parties card has been removed from the bottom of the Repair Estimates list.
• The History card on the Inwards and Outwards profiles now lists every record tied to the container — inwards, outwards, repair estimates, reservations, discharge list entries, and workshop work orders — newest first, with the record you're viewing highlighted.
• Updated Inwards: the inward profile is now headed Container Inward: {container number} and brings over everything legacy OCTO Ops showed — the in-stock and current-condition labels, the Tasks and Estimates figures, every legacy field (ISO, vessel arrival date, vehicle in and out times, surveyor, stack location, outward), estimates listed line by line, and the Invoices, Reservations, Work orders, Uploads and images, and History cards. Invoices and History show Not yet available in this version. Surveys, billables and payables are now started only from the toolbar's Actions menu.
• Updated Outwards: the outward profile now uses the same layout as the inward profile, headed Container Outward: {container number}, and shows every field legacy OCTO Ops showed — including current condition, shipper, driver ID, vehicle in and out times, vessel date, cargo type, surveyor, and the container's latest reservation reference and remark. The Estimates card now lists the estimates of the inward the outward took out of the yard; Invoices and History show Not yet available. Gate pass and Edit are now only in the toolbar.

#23 September 2026

• Completed the help centre: every OCTO Ops module now has a guide. Published Contracts, Communications, Sales Force, Fundraising, Stocks, Inventory and the Reports overview. Modules and submodules with no working screens in this version — Distribution, Distribution Centers, LMS, Device Cloud, Gamification, Workflow, Vendor Contracts, and several others — now say so on their own page instead of carrying a placeholder. The Reports page records that ten working report groups do not appear in the Reports menu and are reached by address.
• Rewrote Getting Started around what you do rather than which guide was written first.
• Published guides for Fleet Management (Fleet Management), Consumables (Consumables, Consumables, Purchase Orders), Marketing (Marketing, Campaigns, Emails & Resources), Events (Events), Support (Support, Tickets), Billboards (Billboards, Billboards, Maintenance) and Forms (Forms, All Forms). Each page records what the screens cannot do, including the Consumables product that cannot be created, the Marketing resource create icon that fails, the Support ticket that cannot be replied to or have its status changed, and the Forms sidebar link that opens a page-not-found error. Fleet's Monitor and Drivers entries stay marked Coming soon.
• Published the Workshop guide (Workshop, Work Orders, Jobs, Material Requests, Items, Materials, Tools, Workshops), the Human Resources guide (Human Resources, My Time Sheets, Employees, Time Sheets, Leave Management), the Quality guide (Quality, Controls, Profiles) and the Maintenance guide (Maintenance, covering work orders and schedules on one page). Workshop work orders are documented as arriving from a Container Depot repair estimate, because they cannot be created, closed or have materials recorded from any screen in this version; HR clock in and clock out have no button anywhere; and Quality controls cannot be created or edited. Workshop Invoices, Quality Assurance, HR My Profile, Job Vacancies and Candidates stay marked Coming soon because they have no screens.
• Published the Purchasing guide (Purchasing, Purchase Orders, Quotations, Requisitions, Vendors), the Products guide (Products, Products, Price Groups, Attributes) and the Production guide (Production, Orders, Jobs, Cards, Compositions (BOM), Materials, Lines, Workstations). Production's Plans, Capacity, Material Inventory and Workbench entries stay marked Coming soon because they have no screens in this version. Creating a production order is documented as immediately creating stock and material-requirement records, with no separate confirmation step.
• The Production material and line profiles now show their toolbar; their seeded page names did not match the routes, so both pages rendered without one.
• Published the Finance guide: Finance overview, Invoices, Bills & Payments, Journals, Accounts and Credit Notes. Each page records the module's current limits, including that recording a payment does not reduce an invoice's outstanding balance and that the Finance currency, exchange-rate and tax settings are stored but not yet applied. Budget stays marked Coming soon because it has no screens in this version.
• Published the Projects & Tasks guide: Projects & Tasks overview, My Work, Projects, All Tasks and Project Teams.
• Published the 3PL guide: 3PL overview (including the Reports > 3PL listing), Jobs, Receipts (GRN), Issues (GIN), Transfers, Gate Passes, Reservations, Invoices and Products (Customer).
• Published the Warehouse guide: Warehouse overview, Receipts (GRN), Issues (GIN), Transfers, Pick lists, Transfer requests, Material requests, Returns, Gate-Passes, Weigh Slips, Audits and Warehouses. Stocks stays marked Coming soon because stock levels are seen through the other screens and the reports rather than a screen of their own.
• Published the Settings guide: Settings overview, Preferences, Organization settings, Module settings, Users, Templates, Fields, Integrations, Implementation and Reconciliations, alongside the existing Permissions page. Each page states plainly which settings are saved but have no effect in this version, and that most module settings screens show no confirmation when saved.
• Published the Sales guide: Sales overview, Opportunities, Orders, Consignments and Returns, alongside the existing quotation, pricing and order pages. POS, Contracts and Work Orders stay marked Coming soon because there is no screen behind those sidebar entries in this version.
• Published the CRM guide: CRM overview, Customers and Contacts.
• Published the complete Container Depot guide: Container Depot overview, Inwards, Outwards, Repair Estimates, Invoices, Cashier, Reservations, Voyages, Containers, Vessels, Yards, MLOs, Gate Passes, Discharge Lists, Transporters, plus two new pages, Module settings for team admins and Reports. Jobs stays marked Coming soon because the feature is not available in this version.
• Container Depot inward records, outward records and repair estimates can now be deleted from the Actions menu on their profile by users holding the Delete permission; records with dependent documents are refused, stock is reversed, and team owners and admins receive a 7:00 daily email digest of deleted records. Documented on the three pages above.
• The toolbar edit icon no longer appears on profile pages that have no edit screen (it previously opened a page-not-found error on Container Depot invoices and cashier receipts), and the toolbar Actions menu no longer lists entries whose screen does not exist in this version. On the CRM customer profile, Create support ticket, Add contact and Add support ticket now open the right screens.

#13 September 2026

• Updated Consignments: an optional Memo now appears when issuing a new consignment from the Issue assets counter, and is displayed in both the consignment list and profile.
• Updated Consignments: Issue counter now supports an Adhoc Item workflow to add unregistered items manually by name, quantity, and condition; these are stored as record-only consignment lines and can be received from the consignment profile.

#8 September 2026

• Updated the browser-tab and saved-home-screen icons to the white f(x) brand mark on a blue background.

• Updated Transfers, Reservations, Inspections, Asset Registry, Consignments, and Audits: every asset picker on these pages now also accepts a typed asset code or a scanned barcode/QR code, alongside the existing manual selection, with a switch between typing and scanning and a camera option for scanning without separate hardware. What a resolved code does still depends on the page: on Transfers and Consignments it adds the asset, refusing one that is not eligible; on Reservations and Inspections, typing narrows the visible list as before and the exact code match is added on Enter; on the Asset Registry it opens the asset's profile; and on Audits it jumps to the asset's row, ready for a finding, or — for an asset outside the audit — pre-fills an extra finding's description with that asset's code and name for review rather than recording anything automatically.

#7 September 2026

• Updated Consignments: assets are now received back through a scan-driven Receive counter, mirroring the existing Issue counter. One batch can settle lines from several open consignments at once, defaults a scanned item to Returned in good condition, and lets an operator flag an exception as Damaged or Missing with a note. Every receive writes an immutable receipt recording who handed the items back, and a consignment closes automatically once its last open line comes back in the same batch. Deploying this requires an administrator to re-run the reference data seeder so receipts can be numbered. Until that is done, the counter says receipt numbering is unavailable and receives nothing, rather than appearing to work.
• Replaced the browser-tab and saved-home-screen icons with the blue f(x) brand mark on a white background.
• Updated the primary navigation branding to the white f(x) OCTO Ops logo. Selecting the logo returns you to the dashboard.

#6 September 2026

• Updated Stock availability: a reservation can now be released by hand from the order page, and reservations past their expiry date are released automatically by a daily job. The order page shows the reservation state and the reserved and short quantities per line.

• Published a new guide, Stock availability: confirming a sales order now works out how much of each line can be met from stock, reserves it, and records any shortfall. A tenant chooses whether availability is counted across all stores, per order, or per line; whether a shortfall blocks confirmation; whether administrators can override that block; and how long a reservation lasts.

• Updated Order confirmation: confirming now checks and reserves stock. Reserving records what has been promised rather than physically holding it — the warehouse screens don't read these reservations yet.

• Published a new guide, Credit check: confirming a sales order is now refused when the customer's total exposure — outstanding invoices, less payments and credit notes, plus the order itself — would exceed their credit limit. The order page shows the four figures, Owners and Admins can override, and both confirmations and overrides are written to the audit trail.

• Updated Order confirmation: confirming now runs a credit check. It still does not check stock availability or reserve stock.

• Published a new guide, Order confirmation: confirm a draft sales order once it's ready to move forward. The server re-checks the order's totals against its line items and refuses to confirm if they disagree, rather than silently correcting them.

#5 September 2026

• Published a new guide, Quotation customer access: a shareable link for an issued quotation with full line items and totals, a two-way comment thread with internal/customer visibility, typed-name e-signature acceptance with a full audit trail, accept-on-behalf-of-customer, and customer-requested revisions.
• Published a new guide, Guided selling: a short, admin-authored question sequence that narrows down matching products for a Quotations draft, run by a rep or completed by the customer alone through a share link, producing a proposal panel the rep reviews and adds to the quotation.
• Published a new guide, Order conversion: convert an accepted quotation into a draft sales order, carrying across its accepted Good/Better/Best option and any bundle lines intact. Also documents that an accepted quotation can no longer be edited, re-issued, or revised — Void is now the only escape hatch.

#4 September 2026

• Added Good/Better/Best scenarios to Quotations: a quotation can hold several independent named scenarios, issued together as sibling versions sharing one version number, with a "Mark as selected" record for whichever the customer chose.

#3 September 2026

• Published a new guide, Bundles, and added bundle support to the Quotations line-items table: sell several products together as one fixed-price line, from a reusable catalog bundle or grouped ad-hoc on a single quotation.
• Published a new guide, Configuration rules, and added configuration-rule enforcement to Quotations: dependency and exclusion rules between products/categories are checked when you issue a quotation, alongside the existing margin-floor approval gate — renamed to "Approval to issue" to cover both.

#2 September 2026

• Added a margin-floor approval workflow to Quotations: a below-floor quotation can be drafted freely but needs sign-off from another team member before it can be issued. Configurable at Settings > Module settings > Sales > Sales pricing.
• Updated the Quotations guide: the Date field now defaults to today, Description and notes is now a rich-text field, and creating a quotation now uses an inline, always-ready-for-the-next-line item table (pick a product, quick-create one, or switch a line to a free-text description) instead of an "Add product" popup.
• Published a new guide, Price books, covering price book creation, tiered/effective-dated entries, and how a quotation resolves its price.

#1 September 2026

• Published the first complete Sales guide, Quotations, covering the draft/issue/revise/void/expiry lifecycle, creating a quotation, the Quotation number auto/manual entry, version history, PDF download, and version comparison.

#14 August 2026

• Launched the public OCTO Ops help centre at /help using the default Laradocs theme.
• Added Getting Started and System Requirements guidance.
• Published the first complete end-user guide for Asset Management.
• Documented the Asset Registry, categories, locations, status handling, transfers, reservations, inspection checklists, inspections, audits, consignments, and asset reports.
• Added current limitations for Asset custom fields and Wrong Location audit findings so the documentation matches the live application.
• Added the real OCTO Ops module and submodule navigation structure, with future documentation sections marked Coming Soon.
• Added repository guidance requiring future user-facing feature changes to update this help centre in the same change.