Customers – Search by Email Address or Postal Code - Feedback Portal | Product Roadmap

Feedback Portal

Recently Released

August 2023

Invoice Enquiry – New Status Filters for ‘All’ Invoices

Option to Create Disassembly Templates

PDF File Names – Option to Exclude Timestamp

B2B Store – Free Freight for Orders Over Value Threshold

Purchase Orders – New Cost Distribution Methods

July 2023

Inventory – Quick Warehouse Transfer Button

AIM Product Forecast – Interval Purchases

June 2023

Shopify – Automated Restocks and Refunds

Delete Assembly – Pop-up Warning for Related Purchase Order(s)

Assembly Created from Sales Order – Add Supplier Cost Lines

May 2023

New WooCommerce-Unleashed Integration

AIM Product Forecast - Daily Chart

April 2023

View Products – New Production Tab for Related BOMs

Advanced Inventory Manager – Forecasting

March 2023

New Module: Advanced Inventory Manager

Business Intelligence - View chart data

Bulk Update Purchase Order Statuses

Purchase Orders – Supplier Product Description Column

Shopify Order Editing

Totals in Customer Currency – Sales Quotes, Invoices and Orders

Sales Invoices – New Related Credits Tab

February 2023

BI Vision – Customise Chart Types

Custom Sizing – Document Designer Templates

January 2023

Custom Purchase Order Statuses

BI Vision – One-Click Access from Main Dashboard

Assemblies Updates – Perfect for Custom Production

November 2022

Sales Orders – Create Shipments in Bulk

Auto-Assign Batch & Serial Numbers to Auto-Assembly Components

October 2022

Auto-Assembly on Batch- and Serial-Tracked Products

BI Vision – Customisable Dashboards

September 2022

Multiple Units of Measure

File Library – Central File Management Page

B2B Store – Customer-specific Payment Options

August 2022

Customers – Search by Email Address or Postal Code

B2B Home Page – Display 8 Popular Categories

Access the Change Log Via the In-app Menu

BI-powered Stock Movement Enquiry

Sales Orders – Minimum Order Value

July 2022

BI-Powered Hover Window – Top 10 Products

B2B Store – Set Minimum Order Values

Create Assemblies Directly from Sales Orders

File Library – Add Attachments to Transactions Emails

Amazon – Assign Batch and/or Serial Numbers Automatically

Amazon – Option to Disable Product Synchronisation

June 2022

BI Vision Sales – Identify Free Credits

BI Vision Inventory – Clarity on your KPI Quantities

BI Vision Targets and Tracking – Links to Specific KPIs in Notifications

B2B eCommerce – Page Navigation Functionality

Shopify – New ‘Retain Tracking URL’ Switch for Fufilments

Doc Designer – Option to Include Serial and Batch Numbers

Doc Designer – Remove Blank Address Lines

Sales Order Numbers Linked to Sales Quotes

Shopify – Option for Fulfilment Email Notification

Shopify – Export Stock On Hand from Unleashed

Inventory – Display Default Sell and Purchase Prices

File Library: Email Interface Updates

File Library: Attach Documents to Templates

May 2022

Purchases – Customisable Purchase Order Grid

Business Intelligence is Getting Smarter

BI Vision – New ‘Sticky’ Navigation Panel

BI Vision – ‘Go to Vision Plus’ Button

B2B eCommerce – Barcode Search Functionality

B2B eCommerce – Products, Request Access Form & Shipping Addresses Updates

April 2022

B2B eCommerce – Multi-Select and New Filters

B2B – Never Diminishing Product

BI Vision – Quantities on Purchases Dashboard

March 2022

BI Vision – A Boost to Inventory, Sales and Notifications

February 2022

BI Vision – Sales Channel Bar Chart

BI Vision – New Sales Revenue Dimensions

BI Foundation – CSV Export

API: Supplier information fields

BI – Full page screenshot

December 2021

BI Vision Plus - More notification options

November 2021

BI Vision Plus - Targets and Tracking

New Shopify Integration

API: Warehouse Stock Transfer – Use the filter “Modified Since”

API: Stock level alerts for individual warehouses

API: Customer contacts for sales orders

October 2021

ICC Fields in the Data Exporter

September 2021

Additional Columns in the Purchase Enquiry

ICC Fields in Shipments API

BI Vision - View "Last Year"

August 2021

Purchase Enquiry – Product Group filter

Get Sales Custom statuses - API

Create and update assemblies - API

Updates to B2B Menu

Products and Customers in B2B Settings

June 2021

Customs data available in Doc Designer

API: “Assemble By” date included

Advanced Shipping Management: multiple packages

May 2021

B2B Portal: Freight by Zones

Ship from multiple warehouses on a single order

API: Retrieve customer contacts

Comments on Combined Picklists

Serial and batch numbers in Commercial Invoices

April 2021

B2B eCommerce - Promote product in emails

March 2021

B2B Portal - Customer managed Standing Orders

More power behind your Reorder Reports

ICC Enhancements

BI Vision - Historical sales upload

BI Vision - More customer data displayed

B2B eCommerce - Manage non-delivery dates

February 2021

B2B Portal - Freight by Country/s

BI Vision - Sales by country

BI Vision - Purchase quantity over time

January 2021

BI Vision - Save and share views

Create Credit Notes via the API

December 2020

BI Vision - Improved data filtering

BI Vision - New sales KPI "Units Sold"

November 2020

Customised Statuses for Sales Orders

Better manage Sales Shipments

Share report layouts

Import Assemblies

Custom Statuses for Assemblies

Role-based BI Dashboard

Select Multiple Statuses in the Sales Enquiry

October 2020

View supplier lead times for products

More info in View Customers

Add purchase costs to your Purchase Orders

Share costs across multiple Purchase Orders

Create a Combined Picklist template

Assign Ship Note Templates to Customers

B2B Multiple Customer Users

September 2020

View serial and batch numbers on the product page

View Sales Orders against Auto Assemblies

August 2020

B2B eCommerce: Manage Backorders

Serial and Batch numbers added to Doc Designer

Create Warehouse Transfers via the API

Bulk print 3PL templates from Data Exporter

International Commerce Codes

July 2020

Export Purchase Order data

Edit ‘Source’ and ‘Destination’ warehouses for parked assemblies

Auto-assign serial and batch numbers when creating shipments

June 2020

Show “Can Assemble” on the product page

Auto-assign serial and batch numbers in Shopify

May 2020

Product links on the Purchase Order page

Product description in Stock Adjustments

Product Management Software by Productboard

Customers – Search by Email Address or Postal Code

2

PT

Product Team

Posted on August 2022

Have you ever searched for a customer only to find you have two or three of the same name?

This update solves the problem by letting you input an email or postal code as part of your search, meaning your results are narrowed down to the customer you’re looking for without extra hassle.

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