Revision history

August 2026 - Version 1.1.35 Released

Dashboard Improvements

• Improved Stock Policy Planner with product search, 12/24 month period options, better sorting, and corrected sales quantity calculations.
• Improved Purchase Price Inflation and related cost inflation reporting to help show whether supplier cost increases are being recovered through margins.
• Improved debtor dashboards with clearer tiles, better charts and more useful risk views.
• Added more flexible “Top” limits across dashboards so users can view more or fewer rows where needed.

Stock and Purchasing Refinements

• Added options to exclude BOM components from selected stock dashboards.
• Improved shipment dashboard compatibility with older import/shipment table versions.
• Improved goods-in-transit warehouse handling in warehouse quantity views.
• Refined stock and sales calculations to better handle invoice, POS invoice, credit and return document types.

Fixes

• Fixed several SQL parameter issues affecting dashboards with Top limits.
• Fixed older SQL Server compatibility issues, including removing unsupported functions where needed.
• Fixed dashboard loading and repeated apply issues in several dashboards.
• Fixed customer drop-off and inventory availability filtering behaviour.
• Fixed several chart and layout issues across the newer debtor and business insight dashboards.

August 2026 - Version 1.1.34 Released

• New Dashboard - Cash Expected.
• Largest Overdue Invoices Dashboard now uses the customers ageing period and terms which was built into Cash Expected.
• Added tiles to the top of Customer Sales Pulse, Sales by User Today, Live Sales Feed, Live Product Sales and Customer Activity Today.
• Top n box added for Back Order Status Dashboard.
• Fixed an issue where it would not allow over Top 1000 on many dashboards.
• New Dashboard - Profit Opportunity Finder.
• New Dashboard - Executive Health Score.
• New Dashboard - Biggest Business Risks.
• New Dashboard - Hidden Profit.
• New Dashboard - AI Recommendations.
• New Dashboard - Business Scorecard.
• New Dashboard - Cost Inflation Impact.

August 2026 - Version 1.1.33 Released

• New Dashboard Added - Inventory Availability Viewer.
• New Dashboard Added - Customers With No Credit Limit.
• New Dashboard Added - Credit Limit Utilisation.
• New Dashboard Added - Debtor Aging Risk.
• New Dashboard Added - Average Days To Pay.
• New Dashboard Added - Largest Overdue Invoices.
• New Dashboard Added - Customers Approaching Credit Limit.

August 2026 - Version 1.1.32 Released

• Created an improved navigational dashboard menu with the dashboards put into relevant categories.
• Category headings disappear if dashboards are hidden or not allowed by the account owner.
• Now when clicking on a dashboard you will be taken directly to the start of the dashboard instead of having to scroll down.

August 2026 - Version 1.1.31 Released

• Made many dashboards now have a box for Top n records so the user can change how many top records they want to see.
• Changed the Customer Drop Offs Dashboards so that it deals better with the Rep on Transactions setting.
• New Dashboard Added - Import Costs Watch.

July 2026 - Version 1.1.30 Released

• Dead Stock Dashboard does not show items recently purchased with no sales.
• The Special Price Watch and Customer Special Price List Dashboards now have a tick to only see inventory records with a VDC contract.
• Location Profiler Dashboard now has the ability to view by Products sold in that area with a blue plus to then see the customers who were sold to, but now you can also view it by Customers sold to and the blue plus will then show the products sold to them.
• Location Profiler Dashboard now has the ability to enter multiple text entries separated by a comma.
• Stock Runway was splitting stock items when an Inventory Group was selected and warehouses combined. This has been fixed.
• Freight Recovery Watch Dashboard was not showing different months selected, for example 6 or 24 months. This has been fixed.
• Margin Performance now shows/export columns as Previous then Current as that reads better.
• Customer Purchase History Dashboard now shows tiles at the top showing number of Inv/Crn transactions, Total Value and the Average Transaction Value.
• Customer Purchase History Dashboard now includes linked customer accounts when selecting the head office.
• Customer Drop-Offs now includes linked customer accounts when selecting the head office.
• Customer Product Drop-Offs now includes linked customer accounts when selecting the head office.
• The Main Account/Owner can log in to their account page on the website and now set the default dashboards that invited users are allowed to view and once they accept their invite the main account/owner can tweak the dashboards that they can see if required.

July 2026 - Version 1.1.29 Released

• Top Products Dashboard changed to Top 100 from Top 50.
• Products Drop Off and Customer Product Drop Offs now have the ability to select only drop offs for items currently in stock.
• Dead Stock Dashboard now has an upper tile showing the current value of stock or value of selected warehouse / stock group and then shows percentage of dead stock against it.
• Purchase Price Inflation was incorrectly reporting the purchased quantity; this is now fixed.
• Sales Order Ageing Dashboard now has an added traffic light system at expanded line level to indicate deliverable, after supply or insufficient stock.
• Moved Business Improvement Insights Dashboard to be at the end of the list of dashboards.
• Made automatic refresh licence checks more tolerant of temporary website/network timeouts, allowing up to 5 consecutive auto-refresh check failures before interrupting dashboards.
• Added coloured tile accents to several existing dashboards.
• Field headings now stick to the top of the page in dashboards when scrolling down where possible.
• Settings Guide button has been moved to the top of the Settings page.
• New Dashboard Added - Quotation Watch.
• New Dashboard Added - Product Lead Times.
• New Dashboard Added - Location Profiler.
• New Dashboard Added - Repeated Back Order Products.
• New Dashboard Added - Product Promise Risk.
• New Dashboard Added - Supplier Reliability Scorecard.
• New Dashboard Added - Customer Value Scorecard.