October 2024 Product Update

October 23, 2024

🚀 What’s New?

📢 New PO Show Experience

We’ve revamped the PO Show page to align with recent updates to the PO Edit and Create pages. The new layout features a clear hierarchical structure for viewing products—Product, Option, and Variant—making it easier to navigate and understand your purchase orders at a glance.

Learn More About Product Hierarchy!

🛒Introducing Bundle Import

  • Import All at Once: You can now import all your product bundles in one go!
  • Review Bundles: After importing, review each bundle individually to ensure accuracy.

Benefits:

  • Time-Saving: Reduce the time spent on bundle creation
  • Better Experience: Faster and easier bundle creation at your fingertips.

For detailed instructions and tips on using this new feature, please visit our help center.

🔄 Xero Integration: Your Accounting Workflow, Perfected!

You can now send your POs directly to Xero, simplifying your accounting processes and ensuring your POs stay in sync.

Already using Xero? Get started by going to Profile > Integrations > Connect Xero.

Learn more about Xero Integration!

🧩Improvements

New Features on the Plan Feature

  1. Export Demand Plan as CSV: Easily export your demand plans for further analysis or reporting.
  1. Growth Rate Visibility: The growth rate is now displayed on the Demand Plans page for better decision-making.

Report Improvements

  1. New Supplier Reports

2. New Report: Component Sales: Track individual and bundle sales per SKU under Analyse > Sales Performance.

3. Time Granularity Support: Group reports by day, week, month, quarter, or year for detailed analyses.

4. New Columns in Reports:

  • Return Quantity: How many products were returned or refunded within a given date range.
  • Return Amount: Monetary value of returns or refunds.
  • Return Ratio: Return ratio calculated as return quantity divided by sold quantity (includes bundle sales).

UX Improvements on PO Edit & Create Pages

  1. Empty PO Screen: Clear indicators for when no products are present.
  2. Browse and Add Products: Type directly into the product area to add items—clicking "Browse" or typing opens the Add Product Modal
  3. Repositioned Buttons: Search product button has been relocated for better accessibility and clarity.
  4. Sales Performance Popover: View past sales performance by hovering over product names
  5. Filters while adding product:  Added Supplier, Shopify Tag, and Product Type filters to the Add Product modal

Search Bar Enhancements

  • Improved Search Reset: Clearing the search bar resets results automatically.
  • Component Name and SKU Search on Bundle Page: Easily search by component name and SKU on the Bundle page.

🐞 Bug Fixes

  • PDF Export Customization: Removed fields from Purchase Order PDF export settings will no longer appear in the exported PDF.

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