Equitable Software

Changelog

Software Update Icon4.21.14

Rollout Date 10/26/2022

  • Add – Added multiple new fields to a PO item. The user can now add the Unit Weight, UOM (Unit of Measurement), Pieces, Pack Unit for each PO item. The new fields can be added to the clients PO exported. For more information about editing a PO click here.
  • Add – Administration -> Configuration -> PO Pack Units. Added new menu item that allows the user to add a new unit to the UOM field on po items.
  • Add – When quarantining a component, the Pos Unit amount and Pack unit have been added as additional information. For more information of quarantine click here.
  • Add – Production -> Compare BPR. Added new menu item to allow users to compare a BPR. Menu item allows users to compare two BPRs side by side to quickly see changes. For more information click here.
  • Add – Production -> Document Tracker. Menu item allows a user to see scanned BPR documents and their current location. The user can also view a log of the locations the document has been scanned to. For more information click here.
  • Add – Inventory Batches -> View Batches -> Lock/Unlock Batch. This function lets the user lock or unlock a batch. A locked batch cannot be added to a BPR. A batch that is currently added to open BPR cannot be locked. For more information click here.
  • Add – Added ability to close a BPR if the amounts, rounded to the fourth decimal, equals zero. A notice will be shown alerting user that the BPR is allowing itself to be closed due to rounding. This should fix the issues with a miniscule amount remaining for a BPR item preventing the completion of the BPR. 
  • Add – Added email alert called “BPR Completed”. Email alert notifies subscribers when a BPR is completed. 
  • Add – Added email alert called “Order Completed”. Email alert notifies subscribers when an order is completed. 

Scanner

  • Add- Added ability to scan a BPR barcode while in Warehouse Mode and scan the BPR documentation to a new location. 
  • Add – A user, with the proper permission, now has the ability to view inventory for a Virtual Office location via the scanner. A new menu item called “Location Inventory” allows a user to scan a VO location and see a list of inventories in scanned location. 
  • Add – A user, with the proper permission, now has the ability to view inventory for a Fulfillment location via the scanner. A new menu item called “Fulfillment Location Inventory” allows a user to scan a VO location and see a list of inventories in scanned location. 
  • Add – When scanning items into a fulfillment cart the user is notified if the item scanned already exists in their cart. 
  • Add – When a user scans a fulfillment cart into a location, they will be asked to confirm the location that they scanned before moving the inventory. 

Fulfillment Plugin

  • Add – Added new email alert called “Manual Inventory Change” that allows the user to be notified if inventory is changed manually. For information about users click here.
  • Add – Added new email alert called “Cycle Count Item Inventory Change” that allows the user to be notified if inventory is changed via a cycle count. For information about users click here.
 

Software Update Icon4.21.13

Release Date: 10/06/2022

  • Update – Created new quote system layout. Added ability to add multiples of the same components to a quote and then those items transferred to an order. Added ability to add a percentage of a component that will be used in a BPR.
  • Update – The Assay percent for an ingredient on a quote can now be over 100%.
  • Add – Added ability exclude certain components from being scanned and changing a BPR’s sub status to packing.
  • Update – Updated allergens to use an image instead of a color/shape combination. This will allow the users to upload an image instead of having to choose from a limited shape/color combination.
  • Add – Added ability to add the number of retention samples and customer retention samples that need to be kept for compliance to quotes. Retention samples transfer to display on BPR’s and BPR documentation. 

Fulfillment Plugin:

  • Add – Added ability to receive retention samples. Go to Inventory -> Receiving. A new option called “Receive Retention Sample” has been added. The retention sample is not included in normal inventory counts. Retention samples cannot be cycle counted and do not get adjusted with cycle counts. Retention Samples inventory can be viewed via the Admin -> View Inventory or Report -> Retention Samples.
  • Add – Added Report -> Retention Samples report to view retention samples received.
 

 

Software Update Icon

4.21.12

Release Date: 07/13/2022

  • Add – Inventory Batches -> Reprint Inventory. Added new page that allows you to re-print the batch stickers for individual containers. The page allows you to add multiple batches and containers. You can print one container or all selected containers.
  • Add – Reports -> Missing Components Report. Added the ID, PO amount and PO date columns to the results. Updated all amounts to be in Kilogram form when applicable.
  • Add – Administration-> Scanner settings -> Manage Scanner Carts. Added ability to deactivate a cart. Deactivating a cart will remove all items from the cart and the cart will no longer be able to be used on the scanner.
  • Add – Added the ability to have a Pallet Label. The system will automatically calculate the number of labels needed based on the number of pallets calculated.
  • Add – Added ability to view the storage location list when viewing locations from Administration -> Configuration -> Storage Locations.
  • Add – Added new permission “View Ingredient”. This permission will allow you to view an ingredient but not save any changes.
  • Add – Added standard invalid access message to be displayed to the user when they do not have permission to view a page.
  • Update – Inventory -> Low Inventory. This grid has been updated to the new jQuery Datatables grid.
  • Update – Inventory -> Quarantine Release List. This grid has been updated to the new jQuery Datatables grid.
  • Update – Updated text to be more consistent when editing a component. Changed available to status as well as other small text changes.
  • Update – Production -> View Production Records. Updated searching by formula name to load faster.
  • Update – Centralized calculation needed for production records components. This will allow changes made to calculations to be made in one place instead of across the system.
  • Update – Renamed “Change Ingredients” permission to “Edit Ingredients”. Any user with this permission can also view the ingredient.
  • Update – When viewing a quote the field previously labeled Status has been changed to “Quote Stage”.
  • Update – When editing a quote the field previously labeled Status has been changed to “Quote Stage”.
  • Update – When viewing a quote the field “Current Version” is now listed under the Product Id.
  • Fix – Fixed issue when printing master case labels from a BPR when a lot number is not marked to be printed.
  • Fix – Inventory -> Ingredients. Updated the on-hand column to go to the third decimal.
  • Fix – Reports -> Missing Components Report. Updated report to not show MMR ID on added BPR’s.

Fulfilment Plugin:

  • Fix – Updated quarantine list to improve date accuracy when the item was added to the quarantine list. Some users reported dates would be off if viewing the report at 11:00PM CST.
  • Add – Administration -> Lot Lock. Added page that allows an administrator to lock a lot and it cannot be used on orders or in a cycle count. 

Scanner:

  • Fix – fixed issue with container amount not being returned properly on old batches when scanning them.

 


 

Software Update Icon

4.21.11

Release: 06/08/2022

  • Update – Inventory -> Ingredients. Grid has been updated to the new jQuery Datatables system.
  • Update – Inventory -> Quarantine Inventory -> Ingredients. Grid has been updated to the new jQuery Datatables system.
  • Update – Customer -> View Quotes. Updated the search by “Quote Name” to retrieve result faster. Added ability to search by each column as well as using the main search.
  • Add – A new component type can be added that allows a variable amount to be added. The new component type is not required to be scanned to a BPR and the amount added to a BPR is not set. This allows a user to have a component like “Poly Liners”. The user can add as many “Polly Liners“ as needed but does not require a specific amount.
  •  Fix – Updated Purchasing -> Component PO’s to default the sorting by created date instead of the amount of the PO.
  • Fix – When viewing quotes by an ingredient the system was only looking at the first quote version. The system now shows all quotes that contain the ingredient in the most recent version.
  • Fix – fixed issue with browser plugins that affect the look of Virtual Office to not cause the site to crash.
  • Update – The storage locations list (Inventory Batches -> Storage Location List) now allows you to view all locations and all batch statuses. Previously only locations with active batches were shown. This allows a user to view a closed batches last location.
  • Fix – Inventory -> Ingredients. The Assy Percentage was only allowing whole numbers. Assay now allows for decimal numbers.
  • Fix – fixed issue with Inventory -> Ingredients -> vendor pricing only allowing you to enter on vendor pricing at a time.
  • Add – When a user is quarantining a ingredient/component the PO price will now display on the quarantine screen. Once the user inputs the amount to quarantine a additional box will be shown that shows the calculated PO price. The user is not locked into the price but is able to reference the amount.
  • Update – Scanner users and Virtual Office users have now been combined into one user group. Administrators can manage scanner permission and scanner users by editing a user (Administration -> Users – > Manage Users -> Edit). This allows one central place to manage all users in the system. Three types of users have been added to the system. Virtual Office Users, Scanner Users and Virtual Office and Scanner User. “Scanner“ users will not count towards the user limit set in Virtual Office per client. This allows an administrator to have a scanner account and allow them access to Virtual Office.
  • Update – Added ability to view the quote an order was created from. When viewing an order the “Quote ID” value is clickable and will open the current quote version. 
  • Update – Updated the components on the production sheet to include the ID of the component in the name.

Fulfilment Plugin:

  • Add – When editing an order, the title now tells you what order number you are editing.

Scanner: (release date: 06/15/2022)

  • Fix – Fixed issue with the warehouse cart not refreshing with a new list if the user used the camera to scan a  batch container.
  • Add – Added ability to set a password for the settings. 
  • Add – Added an auto log out that logs a user out of the scanner if they have no activity in the app after a certain number of minutes. The default is 25 minutes. This setting can be changed. 
  • Add – added ability to set a password when logging into the scanner.  In Virtual Office when editing a user, you can now set a scanner password. When a scanner user scans their user barcode it will ask them for the password and will not let them log in until they enter the correct password.
  • Update – Exceptions made to containers manually can no longer be made to conditional release batches. Only active or closed batches can have exceptions made to them.
  • Update – Updated scanner to be compatible with SDK 32 ( Android 11)

 


 

Software Update Icon

4.21.10

Release: 05/12/2022

  • Add – When finalizing a BPR you can now enter in the final pallet count that is going to contain the finished product.
  • Add – Reports -> User Report. Added user report that allows administrator to view a log of what a user has been doing in Virtual Office. Administrator can view changes made to batches, batches /containers added to BPR’s, Changes made to inventory by the scanner manually, and changes made to inventory by a cycle count.
  • Fix – Inventory Batches -> View Batches. Fixed issue with not being able to sort by source.
  • Fix – Fixed issue when viewing a cycle counts details. The amount shown before the cycle count item was scanned would display incorrectly if the changes were made on the same day.
  • Fix – Reports -> Missing Components Report. Fixed issue causing the missing components to total incorrectly causing the report to have incorrect information.
  • Fix – Fixed issue with releasing a batch would error if the batch was the first batch created for the component/ingredient and the cost of the component/ingredient was zero.
  • Fix – When adding a file to a PO to be emailed the PO would not send the file if the filename was over 60 characters. The system no longer limits the character count.
  • Fix – Fixed yield report to paginate correctly.
  • Fix – Fixed issue with activating and deactivating a user in Virtual Office would not update fulfillment user if the two users are linked.
  • Fix – Customer Inventory Report. Deleted batches no longer appear on the customer inventory report.
  • Remove – Removed logs menu and pages due to it no longer being used.
  • Update – Reports -> Past Activity Report. Added the customer column and the orders PO Date.
  • Update – Batch Trace. When viewing a batch trace the unit of measurement has been added to the loss and gain columns. This allows the user to identify the unit that the loss/gain is in. 
  • Update – Updated Customers -> View Quotes to use the new jQuery Datatables grid.
  • Update – Administration -> Scanner Users. The list of available users is now alphabetical.
  • Update – Viewing a BPR’s Production record. There is now a button to view POs for ingredients. Previously you could only view them for components on the production record.
  • Update – Ingredients -> Edit / Add. Reworked the UI to add notes without having to select the tab notes.
  • Update – Ingredients -> Edit / Add -> Vendor Qualification. Added ability to search for an ingredient when adding vendor qualification links.
  • Update – Ingredients -> Edit / Add -> Vendor Pricing. Added ability to search vendors when selecting a vendor.
  • Update – Production -> View Production Records and Production -> View components report has now been combined into one screen. The Components for orders menu have been removed and users will now go to Production -> View production records.
  • Update – Updated the text “Pallet Count” in quotes, orders, printed documentation and BPR’s to say, “Master Cases Per Pallet”.
  • Update – Added ability to overwrite the final production sheet to allow for customization per client.
  • Update – When adding a ingredient to a PO the cost is no longer populated based on the current cost of the component/ingredient.
  • Update – Added the total amount on a PO to the PO grid. This allows the user to see the total amount the PO is for.
  • Update – Production -> Production Calendar. Updated the calendar so that the starting date is always the first of the month instead of the current day of the month. Since the user cannot select the day, only the month and year, the day is irrelevant.
  • Update – When viewing/editing blends you can no longer select a different sieve without clicking edit first.
  • Update – When printing components report I have added the number of containers the BPR is for.
  • Update – When editing a PO, you can now search for a vendor when choosing a vendor from the dropdown.
  • Update – When printing a BPR’s cover sheet it no longer prints inactive allergens.
  • Update – Updated order testing to not group the testing by lot number.
  • Update – Updated styling for new grid system to be more global to allow for style changes across Virtual Office.

Fulfilment Plugin:

  • Add – A customer can now be marked as having custom shipping. When a user prints the packing list, they will be brought to a screen that allows them to enter in custom pallets and additional information. This allows the user to combine pallets and add additional details not on the basic packing slip.
  • Fix – Fixed issue when creating an order that the shipping zip code would only accept numbers. This prevented international zip codes from being inputted.
  • Update – Inventory -> Location List. Added ability to view pallets change log.
  • Update – Added inventory changes to the user report. Reports -> User Activity Report.
  • Update – Updated the order colors in Open Orders to be consistent with the same order colors when viewing orders from Inventory -> View Orders. Click here to view the colors.

Scanner  

  • Fix – Fixed issue when a user scanned an invalid barcode to log in would cause an error. The scanner now responds with an invalid user.
  • Fix – Fixed issue when adding a container to a cycle count if the containers barcode was incorrect it would cause the system to error.

 


 

Software Update Icon

4.21.9

Release: 04/13/2022

  • Update –The expired batches grid has been updated to use the jQuery Datatables. Added ability to re-print batch sticker and sample sheets.
  • Fix – Customer Inventory Report. Deleted batches no longer appear on the customer inventory report.
  • Update – Batch Trace. When viewing a batch trace the unit of measurement has been added to the loss and gain columns. This allows the user to identify the unit that the loss/gain is in. 

Fulfilment Plugin:

  • Add – Added cycle count screens to allow a user to review and print a variance report for a cycle count. The variance report shows all current inventory based on the type of cycle count being performed. If the cycle count is for products, then all active inventory is shown. If cycle count is by location or a manual cycle count, then all items in that location are shown. If the cycle count is a type of lot, then all inventory for the lots in the cycle count are shown.
  • Add – Added ability to view orders currently using inventory related to a cycle count.
  • Update – Inventory that is being cycle counted can no longer be used in an order. Any pallets being used in order that have not been shipped can not be cycle counted.

Scanner  

  • Update – Added permissions for sub menus. You can now set access to any submenu on the scanner within Virtual Office.
  • Update – Logging in and out on the scanners now records the time the user logged in and out. Also improved log out to log completely out of the scanners instead of the current menu they are in.
  • Update – Updated all cycle count types to allow scanner users to submit the cycle count for review.
  • Update – Improved the addition of pallets to a cycle count for all cycle count types.
  • Update –When doing a cycle count by customer you no longer have to scan a location before you scan the pallet. You can now just scan a pallet of product and then move it to a different location when you are adding.
  • Fix – fixed issue with LPN not showing for pallets on an order when viewing the items to pull.
  • Update – updated the procedure for adding a container to a BPR. The procedure now only uses two calls to Virtual Office to get the proper information instead of seven.
  • Update – When adding a container to a BPR that has already been added the scanner now shows red text alerting the user that they are adding the same container twice. The red text will be shown on the screen when adding the container.

 


 

Software Update Icon

4.21.8

Release: 03/16/2022

  • Update – Administration -> Scanner Settings -> Manage Scanner Carts. Converted grid to new jQuery Datatables grid system. Updated managing a cart to grid system and allow a user to remove an item from a scanners cart.
  • Add – When deleting a BPR users are now required to enter a comment. Comment is shown in the Order Summary screen.
  • Update – Update dates in jQuery Datatables to be consistent and still preserve sorting capabilities.
  • Update – Reports -> Activity Report. Updated +/- for POs to reduce PO amount by amount already received. Added ability to sort by Active/In-Active.
  • Update – Add/Edit Packaging. Updated grid to new jQuery Datatables grid system.
  • Fix- When viewing a batches location log the history would show the current location not the location at the time the entry was made.
  • Add – When viewing a batch trace for a batch additional columns have been added. BPR batch ID and the BPR’s lot number.
  • Fix – Fixed issue with printed PO now displaying long ingredient names properly.
  • Fix – When view orders or Production Records and searching by ID the grid would not show any results.
  • Add – Inventory -> Add/Edit Packaging, Inventory -> Ingredients. Added ability to print products ID number in barcode form. The ID is preceded by five zeros to allow the barcode to display properly for all ID’s. A button has been added to each grid that allows the user to print the barcode. 

Fulfilment Plugin:

  • Update – Updated the Packing slip to group items together and to list a total.
  • Add – Added ability to re-print a LPN in 4×6 format. Added company, product name and lot number.
  • Update – Updated the packing slip to not allowed to be printed if all the items in the order have not been scanned.
  • Add – If you are a system admin you can now go to System Admin -> Site Settings. Currently you can recalculate all inventory in the system if issues arise and inventory need to be reset. 

Scanner  

  • Update – When a user scans an In-Process tracker the user must have scanned the proper BPR first. It the user does not scan the BPR first then the scanner will alert them that the In-Process tracker is invalid.
  • Update – Users can now add expired batches to their cart. The system prompts the user with an alert that tells them the date that the batch expired and asks if they want to update it.
  • Update – Users can now add expired batches to cycle counts. The system prompts the user with an alert that tells them the date that the batch expired and asks if they want to add the item to their cycle count.
  • Update – Users can now modify expired batches when on “Modify Batch” screen in the scanner.
  • Update – When scanning items from a cart to a location the scanner now includes the location they scanned when confirming the move.
  • Update – Updated APP to be compatible with Android SDK 31 (Android 12: Snow Cone)

 


 

Software Update Icon

4.21.7

Release: 02/16/2022

  • Add – User can now view quote changes between two different versions of a quote. When viewing a quote, the user will click on the “Compare Changes” button. User will choose two quote versions to compare. The page will highlight any detail or component changes between the two version.
  • Add – Added component/ ingredient IDs to quote screen. Added ID’s to dropdown as well to help distinguish between similar ingredients.
  • Add – Added vendor tier pricing for POs to ingredients and components. Users can set vendor pricing for raw materials. When creating a PO for the raw material a “More” link will allow the user to see the vendor pricing added for that material. Vendor Tier Pricing can be set on ingredient under the “Vendor Pricing” Tab. Vendor pricing can be set for a component by editing a component and filling out the vendor pricing section.  
  • Update – Inventory -> View Packaging was renamed to Inventory -> Add/Edit Packaging.

Fulfilment Plugin:

 


 

Software Update Icon

4.21.6

Release: 02/01/2022

  • Update – When quarantining a component or ingredient the amount remaining in a PO now shows under the amount a user is quarantining. The system does not stop the user from quarantining more or less than the PO requires but does notify the user.
  • Add – Added ability to print basic master case label. Master case label has lot number barcode on it to be used in scanners.
  • Add- When viewing BPR’s from within an order and the BPR has rework there is now a notice that says the BPR has been reworked and the number of times it has been reworked.
  • Update – Updated Customer Inventory report to show loss amount and loss percentage.
  • Update – Updated when viewing the location log for a batch to be a new grid format and to allow location to be chosen.
  • Update – Previously used barcode generating system has been replaced. We are now using a 64bit barcode generator for future compatibility and performance.
  • Update – All PDF’s that have barcodes included in them have been updated to use the new barcode system.
  • Add – Added ability to search and view tags for production records from Production -> View Production Records.
  • Add – When exporting the components for orders report the vendor for PO’s listed has been added.
  • Fix – fixed issue with custom columns not saving correctly when viewing orders from customer management.
  • Update – Updated vendor qualification system to no longer calculate requalification on the fly. Requalification is now saved with the batch when the batch is created, deleted, or edited.

Fulfilment Plugin:

  • Add – Reports -> Company Inventory. Added report that allows a user to view inventory on a given date. This will help with customers that are billed for inventory kept in the warehouse. Report can be filtered by Inventory Date and then the Company.
  • Add – Reports -> Customer Returns. This report lists any items brought into fulfillment that were received back from the customer.
  • Update – improved overall loading speed of the receiving log. Updated results to only load a small amount at a time.
  • Fix – fixed when editing a location form would not validate and provide user with feedback if not all the required information was entered.
  • Update – When viewing a cycle count items a column has been added that informs the user if a change was made to inventory. The user can also view each lot or item affected by the cycle count and see if inventory has changed.
  • Fix – fixed receiving manually by the website not working correctly if the fulfillment plugin was hosted on its own website.
  • Update – Updated orders to allow editing after order has been shipped by super admins.
  • Update – Added date range to Reports -> Lot Number Report. The date range allows a user to see inventory before the start date and inventory as of the end date selected.

Scanner:

  • Update – When receiving inventory into fulfillment you will no longer scan a BPR. The user will scan a lot number and the scanner will look up the appropriate BPR based on the lot number.

 

 

Software Update Icon

4.21.5

Release: 11/22/2021

  • Add – Added support for customers with Gummy type jobs. Customers can now put in the Brix for an ingredient.
  • Update – Quotes now show brix column and target Brix percentage columns when doing a Gummy job. Customer can now enter the desired Brix target and the system will automatically calculate the final weight of the gummy.
  • Update – Updated orders and BPR’s to show the Brix amounts if the job type is Gummy.
  • Add – added ability to mark a component or ingredient as needing to be qualified. This way the customer can specify which component/ingredients are needing to be vendor qualified.
  • Update – The vendor qualification system now flags the first batch of a vendor if the component/ingredient is marked as needing to be vendor qualified.
  • Update – Updated the vendor list to use the new grid system improving overall functionality and export capabilities.
  • Add – You can now save a unit price on an order for accounting to reference. The initial C.P.U. is pulled from the quotes “Price Quoted” field. This field is not used in any calculations and is for informational purposes only.
  • Update – Updated Form QA06282016 to say Units per case instead of Bottles per case to be uniform across job types.
  • Fix – Updated quarantine release to not crash when releasing old batches that had been received before the original amount received was added.
  • Fix – Updated scanner API to show tracker notes properly on the scanner when moving Production Trackers across the system.

Fulfilment Plugin:

  • Add – Added email alert “Company Returned Inventory” to notify users if inventory is received from a company.
  • Add – Added location list under Inventory -> Locations List. This allows users to view inventory by locations.
  • Add – Added screen to allow QC approval of orders. Users can approve orders that are in “QC Approval” quickly without having to go to the order and change the status.
  • Add – Added company return system.
  • Add – When viewing billing on receiving a new column has been added showing if the inventory received was returned by a company.
  • Add – When viewing Billing for Orders and viewing the details for an order a new column has been added that shows how much of the inventory added to the order is company returned.
  • Add – A new report to show inventory returned by a company has been added to Reports -> Customer Returns. You can search by date range and company.

 


 

Software Update Icon4.21.4

Release: 11/3/2021

  • Update – Inventory -> Sources has been removed. All sources have been merged with Purchasing ->Vendors. All quotes/ orders now use vendor list for source specific vendors. 
  • Add – Vendor qualification system has been added. Users can now set the frequency that batches need to be re-tested for vendor qualification and certification.
  • Add – Users can now link ingredients together. This allows the vendor qualification system to see the main ingredient and any linked ingredients as the same.
  • Update – Fixed bugs reported through help system.
  • Add – Inventory Batches -> Storage Locations List. Added the date a container was moved into its current location.

Scanners 1.2.8:

  • Add – Warehouse Mode. Users can now scan a location by going to the menu and selecting “Add Location to Cart” and scanning a location. Upon scanning all items in the location will be added to the user’s cart.
  • Add – Added ability to view scanner App version in settings.
  • Update – Updated scanning pull items for orders in fulfillment. Users no longer have to scan the location first. They simply scan the LPN and confirm tht they have pulled the proper amount.
  • Update – Updated warehouse mode to confirm that you want to move items into a location when a location is scanned.
  • Fix – fixed issue with cancel button not working when pulling items for an order in fulfillment.
  • Add – added LPN to pull list when viewing a fulfillment order for items to pull.

 


Software Update Icon4.21.3

Release: 10/06/2021

  • Update – Reworked Lot number system for BPR’s. Multiple lot can now be added to BPR’s. Lot numbers can now be added and removed via re-works. 
  • Update – Inventory -> Add /Edit Packaging. Updated form to not allow users to save components without filling out a required field.
  • Update – Fixed bugs reported through help system.
  • Update – Sub menus in the site are now ordered alphabetically. 

Fulfillment Plugin:

  • Update – Updated companies to have new credit hold ability. Companies on credit hold will require accounting approval to be processed.
  • Update – Companies that are on credit hold can not have the packing slip printed for orders.
  • Update – Companies that re marked as “Bill on Receiving” will now have billing entered when inventory is released into active inventory.
  • Update – Confirmed Billing now lists individual billing entries instead of grouping them. This allows a user to edit each entry without overriding other entries.
  • Add – Added ability to record who and when a user released inventory from quarantine.
  • Add – New permission called “Edit Companies”. Permission allows a user to edit/add companies.
  • Fix – fixed receiving logs search not working correctly when search by anything other than default date range.
  • Update – The “Orders to Ship” screen now only shows order that are in the Ready To Ship status.
  • Update – The “Open Orders” screen now shows orders in all statuses except shipped and ready to ship.
  • Update – updated orders report to list main information on each individual line when exporting grid to Excel.
  • Add – Added new report. Reports -> Inventory Changes Log. Log allows a person to view all changes made to inventory within a specified date range.
  • Add – Added new status to orders. Shipped orders  can now be put into “Shipped Dispute” status if needed. Status allows users to identify shipments that the customer did not receive properly.

Scanners:

  • Update – Receiving inventory into fulfillment now pulls the lot numbers from a BPR and lets the user choose what lot is received.
  • Add – Added lot number and barcode to the screen when releasing inventory form the scanners.

 


Software Update Icon4.21.2

Release : 08/16/2021

  • Update – Updated user permissions to be more specific. Every menu in Virtual Office is now its own permission. Permissions needed for internal page functionality have been moved to their own tab.
  • Update – Administration -> User Management -> Users has been redesigned to use the new JQuery DataTables grid system.
  • Update – Administration -> User Management -> Users -> Edit user has been redesigned to accommodate new menu permission system.
  • Update – Administration -> User Management -> Permission Templates has been redesigned to accommodate new menu-based permissions.
  • Add – Added ability to specify a customer that supplies ingredients and components. This ability allows us to build reports based on the amounts received and how much has been received.
  • Add – Reports -> Customer Inventory Report. Report now shows inventory for a customer supplied component/ingredient.
  • Add – When creating blends with an ingredient that requires certification, special care or any other specification the specification is listed under the ingredient.
  • Update – improved error trapping when sending POs to notify user of possible reason email could not be sent.
  • Update – reworked the storage locations screen to use new grid system and prepare for move to non windowed system.
  • Add – Added “Partially Shipped” status as an option to PO’s.

Fulfillment Plugin: 08/17/2021

  • 1.0.0 – Final updates and initial release.

 


Software Update Icon4.21.1

Release : 06/23/2021

  • Update – Updated Vendors to new format. Vendors can now have multiple contacts and addresses. 
  • Add – Added additional permissions for vendors to allow locking down of specific functionality. 

 


Software Update Icon4.21.0

Release : 06/16/2021

  • Add – new BETA fulfillment system released to various customers to test and verify.
  • Add – Support for plugins created. 
  • Update – password storage encryption changed to comply with new standards.

 


Software Update Icon4.20.2

Release : 05/26/2021

  • Add – New report under Reports -> Missing Components Report. The report allows a user to add multiple BPR’s and check if any components are missing for the selected BPR’s preventing them from producing the BPR’s in the selected list. The report also adds all components needed for the selected BPR’s together and compares the total with the current amount on hand. If the total is greater than the amount on hand the component is shown in the missing table on the report.
  • Add – New button on Production -> All Components Report. “View Missing Components” button was added. Allows user to multiselect BPR’s and view components missing for those BPR’s. 

 


Software Update Icon4.20.1

Release : 03/19/2021

  • Add – Inventory -> Quarantine Release. Added Released By and Lab Released date to show what user released a batch and when the lab released the batch to allow it to be put into inventory. 
  • Add – Reports -> Lab Performance. Added Report to show the lab history of a batch and the amount of days from the batches creation to the release of the batch. 
  • Add – Production -> View Orders -> Order. Added lab testing abilities for orders. Users can access the lab tests in the Administration -> Configuration -> Order Lab tests window. 
  • Add – Purchasing -> Components PO. Added ability to search for component /ingredient when adding them to a PO. 
  • Add – User -> Permissions. Added “Edit Form Services” under Administration. This permission allows a user to edit the services in lab tests for orders. 
  • Fix – Fixed issue with Safari browsers not downloading files correctly based on file type.
  • Fix – Fixed activity report preventing report from not loading due to process taking to long to load.

Software Update Icon4.19.1

Release : 11/04/2020

  • Update – Fixed issue with labels duplicating ID when being created.
  • Update – Updated scanners to prevent users from scanning expired batches in all modes.
  • Add – Added ability to set text color on batch stickers.
  • Add – Added ability to enter custom lot numbers per BPR. 
  • Add – Added new report “Activity Report” found under reports menu that shows a ingredients activity log and helps forecast when a particular component/ingredient will not be available for BPR’s
  • Update – Updated BPR tracking barcodes to be shorter and have a different format to fix issue with scanners not being able to scan current tracking barcodes.
  • Add – (Inventory-> Ingredients) Added ability to enter notes.
  • Add – Added ability to export Components For Orders to excel.
  • Update – Fixed three registered bugs.  
  • Add – Added initial on hand amounts to be stored instead of being calculated on the fly. This is phase 1 of beginning to address speed issues do to on hand calculations and allow forecasting reports for BPR’s.

 


 

Software Update Icon4.19.0

Release : 09/30/2020

  • Fix – Fixed issue with ingredient list not printing correctly when exporting all ingredients.
  • Update – Updated Estimated Run time column in grids to display by the hour instead of days format.
  • Update – Added ability to calculate average run time for finalized BPRs when final details are saved or updated to improve calculations and load speed.
  • Update – Added expiration email alert to notify user when batch expires X number of months from receiving date.
  • Update – Updated quote screen to not allow saving before screen is fully loaded preventing accidental loss of data.
  • Fix – Fixed 13 registerd bugs.
  • Update – Updated BPR rework screen to allow user to change component and ingredient amount that have batches assigned to them.
  • Add – (Administration -> Configuration -> Special Care) Added ability for users to mark ingredients as having special care. Added special care to ingredients and to be printed in the same areas as certifications and allergens.
  • Update – Updated editing/adding ingredients to be tab based to improve layout and overall UI.
  • API Update – Added ability to retrieve EXP date from completed BPR’s.      

 


 

Software Update Icon4.18.0

Release: 7/27/2020

  • Add – Updated system to allow components to be marked as differnet types. This allows the system to perform the proper calculations based on the component type without all customers having to have all the same components. Adding this feature also allow customers to have seperate components for differnet installs of Virtual Office.
  • Update – Updated quotes, inventory and orders to use the new component types instead of relying on each customer having exactly the same amount of components even if they did not used them in there system.

 


 

Software Update Icon4.17.3

Release: 7/8/2020

  • Add – Added two new email alerts to the system.
    1. Conditional To Ready To Release – this alert is fired when a batch is changed from “Conditional Release” to “Ready To Release
    2. Conditional Release – this alert is fired when a batch is put into the status “Conditional Release”

 


 

Software Update Icon4.17.2

Release: 5/28/2020

  • Add – Added ablity to have a inventory aging report showing all the inventory amounts in the system.
  • Update – updated Virtual office API to allow the cost per unit to be pulled when looking up a batch.

 


 

Software Update Icon4.17.1

Release: 4/8/2020

  • Update- Updated Components For orders report to improve layout for BPR’s that have specific sources assigned to them.
  • Add – Added ability to set a custom batch sticker header color to allow user to customize the header color based on the status of the batch.
  • Add – Added sales representative column to quotes and customer management screens.
  • Add – Added ability to mark ingredients and quotes as having certain certifications. Also added administration menu to allow additional certifications to be added per the user’s specifications.
  • Update – Updated PDF tracking labels to have additional information including allergens and certifications.
  • Add – Added additional checks when scanning batches to a BPR that notifies the user that older batches are available to be used first. 

 


 

Software Update Icon4.17.0

Release: 2/19/2020

  • Add – Added ability to select multiple sources for a quote item to only allow certain batch to be added items in a BPR
  • Add – Added email alert that notifies  users when a PO’s ETA is updated.
  • Update – Updated suspect locations to improve load times and allowing viewing the container when clicked on the report.
  • Add – Added additional PO fields to sperate billing address to shipping address in global settings.
  • Update – Updated scanner menu system to now be permission based. This allow only certain users to perform cycle count operations.
  • Add – added units per minute to BPR finalization form. Added report that lists BPR’s and allows users to see the Units Per minute for BPR’s 

 


 

Software Update Icon4.16.4

Release: 1/27/2020

  • Add – Added ability to edit quote notes and a quotes order notes from the quote grid without having to open each quote.
  • Add – Added original quarantine amount to batch details allowing user to see the original amount of the batch before any changes occurred.
  • Fix – fixed issue regarding blends not displaying properly when creating new blends.

 


 

Software Update Icon4.16.3

Release: 1/14/2020

  • Add -Added ability to print lab tests when viewing the details of a batch from Invertory-Batches->View Batches.

 


 

Software Update Icon4.16.2

Release: 1/8/2020

  • Fix –Issue regarding BPR’s showing amounts still needed after containers have been added

 


 

Software Update Icon4.18.0

Release: 7/27/2020

  • Add – Updated system to allow components to be marked as differnet types. This allows the system to perform the proper calculations based on the component type without all customers having to have all the same components. Adding this feature also allow customers to have seperate components for differnet installs of Virtual Office.
  • Update – Updated quotes, inventory and orders to use the new component types instead of relying on each customer having exactly the same amount of components even if they did not used them in there system.

 


 

Software Update Icon4.17.3

Release: 7/8/2020

  • Add – Added two new email alerts to the system.
    1. Conditional To Ready To Release – this alert is fired when a batch is changed from “Conditional Release” to “Ready To Release
    2. Conditional Release – this alert is fired when a batch is put into the status “Conditional Release”

 


 

Software Update Icon4.17.2

Release: 5/28/2020

  • Add – Added ablity to have a inventory aging report showing all the inventory amounts in the system.
  • Update – updated Virtual office API to allow the cost per unit to be pulled when looking up a batch.

 


 

Software Update Icon4.17.1

Release: 4/8/2020

  • Update- Updated Components For orders report to improve layout for BPR’s that have specific sources assigned to them.
  • Add – Added ability to set a custom batch sticker header color to allow user to customize the header color based on the status of the batch.
  • Add – Added sales representative column to quotes and customer management screens.
  • Add – Added ability to mark ingredients and quotes as having certain certifications. Also added administration menu to allow additional certifications to be added per the user’s specifications.
  • Update – Updated PDF tracking labels to have additional information including allergens and certifications.
  • Add – Added additional checks when scanning batches to a BPR that notifies the user that older batches are available to be used first. 

 


 

Software Update Icon4.17.1

Release: 4/8/2020

  • Update- Updated Components For orders report to improve layout for BPR’s that have specific sources assigned to them.
  • Add – Added ability to set a custom batch sticker header color to allow user to customize the header color based on the status of the batch.
  • Add – Added sales representative column to quotes and customer management screens.
  • Add – Added ability to mark ingredients and quotes as having certain certifications. Also added administration menu to allow additional certifications to be added per the user’s specifications.
  • Update – Updated PDF tracking labels to have additional information including allergens and certifications.
  • Add – Added additional checks when scanning batches to a BPR that notifies the user that older batches are available to be used first. 

 


 

Software Update Icon4.17.0

Release: 2/19/2020

  • Add – Added ability to select multiple sources for a quote item to only allow certain batch to be added items in a BPR
  • Add – Added email alert that notifies  users when a PO’s ETA is updated.
  • Update – Updated suspect locations to improve load times and allowing viewing the container when clicked on the report.
  • Add – Added additional PO fields to sperate billing address to shipping address in global settings.
  • Update – Updated scanner menu system to now be permission based. This allow only certain users to perform cycle count operations.
  • Add – added units per minute to BPR finalization form. Added report that lists BPR’s and allows users to see the Units Per minute for BPR’s 

 


 

Software Update Icon4.16.4

Release: 1/27/2020

  • Add – Added ability to edit quote notes and a quotes order notes from the quote grid without having to open each quote.
  • Add – Added original quarantine amount to batch details allowing user to see the original amount of the batch before any changes occurred.
  • Fix – fixed issue regarding blends not displaying properly when creating new blends.

 


 

Software Update Icon4.16.3

Release: 1/14/2020

  • Add -Added ability to print lab tests when viewing the details of a batch from Invertory-Batches->View Batches.

 


 

Software Update Icon4.16.2

Release: 1/8/2020

  • Fix –Issue regarding BPR’s showing amounts still needed after containers have been added

Software Update Icon4.16.1

Release: 12/16/2019

  • Add – Added ability to add/change an ingredient amount for BPR’s when performing a rework.
  • Add – blends can now be changed on the BPR rework screen without incrementing or affecting the parent MMR’s blends.

 


 

Software Update Icon4.16.0

Release: 12/01/2019

  • Update – Users screen to allow email events to be configured from the user’s screen instead of needing a separate screen.
  • Update – Window titles in Virtual Office are set to color #045FB4 to provide a cleaner and more uniform look.
  • Update – Scanners are now set to disallow adding expired batches to BPR’s.
  • Update – Blends to have new interface and faster responsive interface when creating pre-blends.
  • Fix –Dispensing BPR documentation to show decimal places out to six in instances where the number rounded to two places produces a zero amount.

 


 

Software Update Icon4.15.1

Release: 10/01/2019  

  • Add – batch details can now be edited by viewing a batches detail.
  • Add – You can now change the expiration date for a batch by doing a re-test. Go to Inventory Batches -> Batch Re-test and enter your batch Id.
  • Add – A “Number of Pallets” field has been added to PO’s.
  • Update – Deleted orders can now be viewed in the orders grid.
  • Fix – System emails would not show users name in certain instances.

 


 

Software Update Icon4.15.0

Release: 9/19/2019

  • Add – Custom Batch tests have been added allowing for the client to customize batch tests and record the results.
  • Add – Added ability to “conditionally” release a batch allowing the batch to be added to BPR’s (Batch Production Record) but not allow finalization of the BPR  until the batch is fully released.
  • Update – Testing Procedure has been updated to allow different users to approve testing stages before the batch can be released into active inventory.
  • Update –  Administration -> Administration Logs -> Components Logs -> Ingredients. Updated price column to be price per gram.
  • Add – Production->View Order –> Order –> Order Summary. Added Printed date.
  • Add – Inventory -> Quarantine Ingredient/Components. Added manufacturer box to allow hand typed manufacturer.
  • Add – Reports -> All Components for Quotes. Added All Components for Quotes report allow user to group quotes together and print a list of needed ingredients and totals.

 


 

Software Update Icon4.14.0

Release: 5/2/2019

  • Update – Production -> All Components Report. The report has been updated to add in outstading PO’s for each component/ingredient.
  • Add – Inventory Batches -> View Batch -> component/ingredient batch. The trace batch screen has been added to the view batch screen. When clicking on the trace batch button the view batch button will open with the batch trace tab already selected.
  • Add – Email Alert- > Order Yield. The order yield email alert has been updated to list the corrective actions (now the Final Produciton Notes) for each BPR listed in the email.
  • Update – Production -> View Production Record. The Quality Control section has been updated and the corrective actions box has been renamed to Final Produciton Notes.
  • Add – Batch/Source Restrictions : The ability to restrict an ingredient by a specific source or batch has been added. This starts at a quote level and is carried on through the order. If a component/ingredient is marked as batch specific, then a user will have to specify what batches will be used before allowing them to print any documentation.
  • Update – The quote view/edit screen have had an update to accommodate the new ability to mark a component/ingredient as batch specific or from a specific source.

 


 

Software Update Icon4.13.0

Release: 3/13/2019

  • Update – Production -> View Order -> Orders. Updated Order summary with new layout and added order details and log of time order count has been changed.
  • Add – Reports -> Production -> Customer BPR (Batch Production Record) Report. Added first report allowing customer to view current BPR’s for a customer allowing them to know what BPR’s have been processed and which BPR’s are outstanding. 
  • Update – General PDF layout and text updates.
  • Add – Administration -> Invoicing. Added export option to grid. 
  • Update – Purchasing -> Add/Edit PO. Updated screen to fit new consistent layout. Added buttons on each component/ingredient to allow user to view batches and BPR’s for each line item in the PO.
  • Add – Production -> View Order -> Orders -> BPR. Added sub status log to BPR to allow user to view sub status history. 

 


 

Software Update Icon4.12.0

Released: 3/6/2019

  • Add – Users -> User Email Settings -> Order -> Order Container Yield Alert. Added new email alert that will notify subscribed users if an orders total yield is over/under 5% of the order count.
  • Add – Production -> View Production Record -> MMR. Added internal trackers for BPR’s
  • Add – Added Support for internal trackers in scanners.
  • Update – Inventory -> Ingredient -> On hold. Updated holds to be removed based on the amount added when a batch is assigned to a BPR.
  • Remove – Inventory -> Ingredients. Removed markup,bulk density,daily Value, prequialified for purchase, and FDA order.
  • Remove – Customer -> View Quotes -> Add/Edit. Removed volume per serving,volume per batch, Price after markup, bulk density.

 


 

Software Update Icon4.11.0

Released: 2/13/2019

  • Update – Customer -> Create Quote.  Updated quote add/edit to automatically pull the customer representative when selecting a client.
  • Update – Production -> Production Calendar. Updated Production Calendar to allow drag and drop of BPRs to reassign ETA dates for the BPRs.
  • Add – Added system notification system allowing global wide notifications to be added to the system.
  • Update – Inventory -> Ingredients. Updated GUI to improve overall design and functionality.
  • Add – Inventory -> Cycle Count. Added ability to manually close cycle counts without the use of a scanner.

 


 

Software Update Icon4.10.0

Released: 2/01/2019

  • Add – Added ability to rework and change components on a Batch Production Record (BPR) once BPR has been created.
  • Update – Updated scanners to handle reworked BPR’s
  • Update – Updated printed documents to allow previous versions of BPRs to be printed for record keeping.
  • Update – Updated dots system to take into affect reworked BPRs and show colors correctly. 

 


 

Software Update Icon4.9.0

Released: 1/17/2019

  • Add – Customer -> Customer Management-> Add/Edit. GUI update. Added ability to add multiple contacts and addresses.
  • Add  – Customer -> Customer Management -> Add/Edit. Added ability to drag files onto screen to add them to the customer.
  • Add – Customer -> Customer Management.Added export option to the customer grid.
  • Add – Inventory -> Cycle Count. Added status selector to grid allowing user to toggle between active and in-active cycle counts.

Software Update Icon4.8.0

Released: 11/15/2018

  • Administration -> Configuration -> General Settings. Added ability to specify a 8 x 11 or 4 x 6 batch sticker.
  • System Wide: Added ability to customize grid columns based on users preference. 

 


 

Software Update Icon4.7.0

Released: 10/24/2018

  • Administration -> Configuration -> Allergens. You can now print all the allergens in PDF format to display properly.
  • Inventory -> Quarantine Inventory -> Component. GUI update to conform with system standards and layout.
  • Customer -> View Quotes -> Quote. Added filed to enter sales representative.
  • Production -> Orders -> Order -> Edit MMR -> Blends. You can now duplicate a pre-blend without having to recreate it.

 


 

Software Update Icon4.6.0

Released: 10/11/2018

  • Upgraded quote system to improve performance and GUI layout.
  • Inventory-> Ingredients -> Manage Ingredient. You can now change the unit of measurement of a ingredient if it has not been used in a batch or a quote.
  • Bug fixes regarding ingredients with a grams unit of measurement.

 


 

Software Update Icon4.5.0

Released: 10/9/2018

  • Purchasing -> Vendors. Added export functionality to PO grid.
  • Production -> View Orders -> View -> Production Record. If an order has allergens they have now been added to the cover sheet printed for an order.
  • Inventory -> Low Inventory. Two new columns have been added:
    1. On Order – shows the amount of the ingredient for POs currently in Pending, Sent and Quarantine status.
    2. Amount Needed – show the remaining amount needed for this ingredient. It takes the on Hand Amount plus the On order Amount and subtracts the On hold amount for the remaining amount needed.
  • Production -> View Orders -> View. Added sub status to drop down to allow sorting by sub status.

 


 

Software Update Icon4.4.0

Released: 10/2/2018

  • Inventory -> Ingredients -> Add/Edit. The add/Edit ingredient screen has been updated and the ability to set a default sieve size has been added.
  • Customers -> View Quotes -> View. Added current quote version and user who created original quote. 
  • Administration -> Users -> User Email Settings. Added batch deleted email event.
  • Private Label -> View Production Records -> BPR’s. Lot numbers have been removed from private label components if they apply.

 


 

Software Update Icon4.3.0

Released: 9/27/2018

  • Production -> Production Calendar. Calendar now shows BPRs instead of orders. 
  • Administration  -> Users -> User Email Settings. Added BPR eta expiration email alert.
  • Inventory -> Quarantined Inventory List. Added ability to assign a technician to a quarantined batch.

 


 

Software Update Icon4.2.0

Released: 9/13/2018

  • Added Master Case component for quotes and orders.
  • Update printed batch sticker to have a red title for a quarantined batch or a green title fro a inventory batch.
  •  Administration->Configuration->Order Alerts. Added ability to specify what components an order alert applies too.
  • Administration -> Users -> Permission Templates. Added ability to setup permission templates to be used across users to prevent individual users permission setup.

 


 

Software Update Icon4.1.0

Released: 8/28/2018

  • Administration -> Configuration -> Allergens. Added ability to create allergens for ingredients to be printed on batch stickers.
  • Bug fixes and overall GUI layout updates.

Software Update Icon4.0.0

Released: 12/7/2017

  • Added ability to edit container yields for finalized pr’s with the Orders > Modify Finalized BPR permission. 
  • Added Liquid support.
  • Update calendar details to include bottle count.
  • UI changes when viewing an order screen.
  • Added ETA date to search options for all order grids. 
  • Batches can now be re-split into containers after they have been released from quarantine.
  • New quote permissions have been added. 
  • Tags can now be added to orders by clicking the icon next to the Tags label in the lower left hand corner of the order window.
  • Added support to order grids to search by order tags.
  • The PO column has been removed and the PO Sent Column is now called Open PO. 
  • Updated printed components for orders report to show orders in the same sort as displayed on the Components for orders grid.
  • Added ability to add special charges to orders.
  • Added ability to reject a batch when releasing it from quarantine.
  • removed requirement for batch testing when releasing a batch into inventory. 
  • Updated components for orders report to list batches expiration date.
  • Added ability to disable a quote.
  • Added ability to attach files to a PO directly and when emailing the PO.
  • Added Yield Report to Production -> Yield Report.
  • Production -> View Orders -> View Order. Added a place for notes to be added to a order for order notes.
  • Administration -> Configuration -> General settings. Added general settings for email setup including email and password as well as customizing email message.
  • New Order creation email event added. 
  • Customers-> Manage Customer -> Edit/Add. Added Representative Name,Representative Email,Payment Terms to customer creation page.
  • Customer -> Create Quote. Added Servings per bottle,Testing cost per batch when editing a quote.
  • Inventory-> Ingredients. Ingredients can now be marked as supplied by company or Customer Supplied.
  • Tiered pricing can now be entered on the quote page. 
  • added ability to print quotes to PDF form
  • Production>View Production Records.  Lot Number column has been added to the grid.
  • Customer -> Quotes -> View Quote. The quote history window now has a date changed column under Version History.
  • Inventory -> Quarantine Release List has been added.
  • Po Grids can now be exported to Excel for all components
  • Production>View Production Records -> View. Eta Dates can now be added to individual production records from the view production record window. 
  • Customer -> Quotes -> View Quote  You can now sort the ingredient list.
  • Added Administration > Logs -> Component Logs.
  • Production>View Production Records -> View.  Production records can now be marked as pulled within the order screen by checking or un-checking a checkbox. 
  • Administration -> User Permissions. You can now duplicate a user. 
  • Inventory Batches -> View Batches -> Exception. Added ability to add exception to closed batch. 
  • Purchasing -> PO. Added ability to duplicate PO.
  • Purchasing -> Component PO -> ingredient/component -> Email. You can now CC more than one person in a PO email. Separate email addresses by commas.
  • Inventory -> Quarantine List. Added column Next Order Date.
  • Purchasing -> Vendors. Added ability to add multiple emails to a vendor by adding a comma in-between emails.
  • Production -> Production Calendar. Each Job Type is now broken up into different calendars. There is a drop down that allows you to choose a calendar for each job type or select all to view them all.
  • Administration -> User Email Settings. Added deleted order email alert.
  • Production -> Orders -> View Order -> BPR Production sheet. Added ability to click on ingredient batch added to BPR to view batch trace details.
  • Bug fixes when printing various documents across the system.
  • Batch stickers now have additional bar codes.
  • Administration->Configuration->Security Settings. Added ability to force password changes and lock out times.