5.1.7 (04/20/2026)
- Administration → Users → User Templates upgraded to the new framework for improved performance and usability.
- Reports → Early Warning Report and Reports → Vendor Qualification Report upgraded to the new framework.
- Production → Compare BPR upgraded to the new framework,
- Orders -> Production Sheet Upgraded to new framework for improved functionality and export capability. Added exportable grids for adding batches.
- Quote → Details now includes Grams Per Bottle, and Quote → Charges has been enhanced to support name, description, unit cost, quantity, and total cost.
- Administration → Configuration → Quote Settings now allows management of configurable, permission-based quote stages.
- Administration → QuickBooks added integration to map and push financial data to appropriate accounts.
- Inventory → Quarantine Inventory List enhanced with requalification tracking, including re-test date, email alerts, lab activity logging, and automatic reset of released status.
- Inventory (all areas: Ingredients, Components, Batches, Quarantine List, Low Inventory, Item Usage) now respects customer-level permissions, limiting users to their assigned customer data.
- Production / Batch screens now include a “Theoretical Yield” button to estimate how many bottles can be produced based on current inventory and required quantities.
- Administration → Configuration → Storage Locations now includes “Inventory Timeout Days” with automated daily email alerts for stagnant inventory.
- Expanded file upload capabilities across Batches, Components, Orders, Quotes, and PO’s.
- Reports → Components Report now includes on-hand grams, and Reports → Inventory Variance added for tracking exceptions.
- Added alerts and banners across Orders and Lab Testing for allergens, special care, and batch percentage exceptions, including email notifications.
- Enhanced Batch workflows with requalification date tracking, email alerts, and automatic removal of released status.
- Inventory -> Ingredients / Components -> Edit. You can now specify lab tests that must be performed for specific ingredients or components, including when each test should appear.
- Files -> All file uploading now allows you to tag and add descriptions for the files. Administrators can specify what files are needed for different parts of the system.
Fulfillment Updates
- Fulfillment → Orders → Edit Order redesigned with user assignment, bulk inventory assignment, improved file handling, and address autofill from company records.
- Fulfillment → Orders (Scanning) now automatically advances order status once all items are scanned.
- Reports → Inventory Report added to provide a consolidated, customer-facing inventory view.
- Administration → Companies upgraded to the new framework with support for addresses, contacts, and VO company linking.
- Inventory → Receiving now includes tracking for pallet rejection reasons and updated terminology (“Receiving Queue”).
- Added daily email alerts for shipments closed the previous day.
1.2.18 (Scanner)
Rollout Date 02/03/2026
- Production -> Adding inventory to a BPR now separates packaging from raw material. Permissions have been added to restricting user to specific functionality.
- Location Inventory -> Added ability to scan a batch and view all location for that batch. Also added ability to scan a component batch and view everywhere the component is at.
5.1.6
Rollout Date 09/24/2025
Reports
- Aging Report converted to C#.
- Missing Components Report converted to C#.
Fulfillment & Order Management
- Fulfillment Login converted to new platform.
- Order Import Enhancements
- Added ability to import fulfillment orders via spreadsheet.
- New menu option: System Admin → Import Orders.
- Orders Report Enhancements
- New components report accessible at Production → View Orders → Components Report.
Vendor Pricing
- Customer-Specific Pricing
- Vendor pricing can now be set per customer, allowing preferred pricing to be visible when quoting or creating POs.
- Customer pricing now appears in:
- Vendor Pricing tab when editing an ingredient or component.
- Purchase Order view for PO item pricing.
- Quote edit view for quote item pricing.
Inventory Management
- Low Inventory Updates
- Removed restriction requiring ETA date for PO amounts to display.
- Columns now follow PO settings and segregate by PO status.
- Customer Product Name Column added to:
- Production → View Orders
- Production → View BPR’s
- Customer → View Quotes
User & Security Management
- User Component Access Restrictions
- Ability to restrict user access to specific components in dropdown grids.
- Designed to help condense menus in future updates.
File Management
- File Storage Restructure
- Updated to improve clarity and allow for future expandability.
Scheduling
- Lot Number Scheduling
- Added support for scheduling by lot number.
- Users can view calendar and schedule BPR’s to run based on lot number.
5.1.5
Rollout Date 04/09/2025
PDF System
1. Printed PDFs converted to the new PDF system, enabling greater customization.
2. Converted the following documents to use template-based printing:
- Printed quotes
- Finished product checklist
- BPR cover sheet
- Batch exceptions
Reports
1. Reports → View PO Report converted to C# for better agility and faster load times.
2. Reports → Customer Inventory also converted to C# to improve performance and responsiveness.
PO Management
1. Editing a PO now includes a tab that displays any files from associated batches attached to the PO.
2. New Fields in PO Editing:
- Assigned To – allows the PO to be assigned to a specific user.
- Follow Up Date – when this date passes and the PO is not received or archived, the assigned user is emailed a reminder to evaluate the PO.
3. Assigning POs to Orders:
- Purchasing → Edit PO – new field “Order assigned to PO” lets users search and assign POs to specific orders.
- Purchasing → POs By Order – new menu that displays all POs assigned to orders.
- Production → View Order → View – new “POs Assigned” tab lists all POs linked to the order.
4. PO Approval Limit:
- A limit can now be set for PO amounts.
- If a PO exceeds this amount, it must be approved by a user with the “Approve PO’s” permission.
5. New Permission: “Email PO”
- Prevents a user from being able to send POs via email.
6. Vendor File Uploads:
- Upload functionality in Purchasing → Vendors has been rebuilt using C#.
Order Management
1. When a BPR is completed in an order, the order is now automatically moved to Partially Complete status.
Testing Enhancements
1. Test Duplication:
- Users can now duplicate Finished Goods Tests and Batch Lab Tests.
2. Marking Sections as N/A:
- In Finished Goods testing, sections can be marked as “N/A”.
- This setting is reflected when the test is printed.
3. Test Cost Enhancements:
- When adding a test to a quote, users can now enter a cost.
- The cost defaults to the value set during test setup but can be modified per quote.
- This cost transfers to the order when it’s created.
- If the test cost is later changed in Finished Goods Testing, the corresponding cost in the order is updated.
User Interface Improvements
1. Administration → Users → Manage User:
- Overhauled with visual and procedural enhancements for better usability and performance.
— New Features —
Supplement Facts & Nutrient System
A new system has been added to support FDA-compliant supplement facts and nutrient tracking.
1. Administration → Configuration → Nutrient Daily Values:
- Users can enter macro nutrients and the corresponding daily values as defined by the FDA.
2. Administration → Configuration → Nutrient Product Units:
- Allows definition of units for each nutrient (e.g., mg, mcg, IU), preloaded with FDA base units.
3. Inventory → Ingredients → Facts Panel:
- New “Facts Panel” tab lets users enter macro nutrient amounts per 100 grams based on ingredient documentation.
4. Customers → View Quotes → View → Supplement Facts:
- New “Supplement Facts” button generates a display based on nutrients from ingredients in the quote.
- Nutrient totals are aggregated across all relevant ingredients.
- Each nutrient’s % Daily Value is calculated using the formula: Total nutrient amount / FDA Daily Value (converted to grams)