New Features
Reports
You can now create, edit, preview, and schedule reports directly in WorkSuite. Use the drag-and-drop builder to design reports with text, tables, images, barcodes, and QR codes. Start from scratch or choose a pre-built template, organize reports into folders, and set up recurring delivery schedules.Availability CSV Import
Import availability counts in bulk using a CSV file. A step-by-step wizard guides you through upload, preview, validation, and results. The Import CSV button appears in the ribbon when you’re in a Staged Session.DBR Session Ordering
DBR Sessions now use live data from the backend. When creating a session, you select stores before confirming. Once inside a session, you can adjust order quantities using five override actions — Add, Subtract, Replace, Set to Demand, or Set to Achievable. Undoing overrides now prompts for confirmation and is recorded for audit purposes.Improvements
- Load List totals update when you filter — The pinned totals row now reflects only the rows currently visible after applying a filter or using the search bar.
- All assigned stations now appear in the Load List dropdown — Previously only the first 10 stations were shown.
- Location address requirements by type — Site locations now require a full address. Other location types (Warehouse, Bay, Bin, etc.) remain optional — but if any address field is entered, all required address fields must be filled.
- Order CSV import now uses Item Name — The import file now accepts Item Name and optional SKU instead of UPC. Phone or email contact is accepted; both are no longer required.
- Customer CSV import simplified — Only the customer name is required. Location, billing, and contact fields are optional unless you’re including data for that group.
- Item form and CSV import simplified — Retail Price has been removed. Item Group and UPC are now optional. The CSV import requires only Item Name and SKU.
- Contact types in customer CSV import — You can now specify Contact Type, Email Type, and Phone Type in customer import files. Columns can be omitted to use previous defaults.
- Categories use Code only — Unit of Measure and Category Name have been removed from the Categories section.
- Grower Cost and Customer Sell Price are now optional — These fields are no longer required in price level forms and CSV imports.
- DBR Session statuses updated — Sessions now progress through Submitted and Synchronized statuses, shown as color-coded status chips.
- DBR Session creation streamlined — The session name step has been removed; you go directly to store selection.
- Replace override can now set quantity to zero — When using the Replace override action in a DBR Session, entering 0 is now valid.
- Salesperson order filtering — Users without admin access now see only orders assigned to them. Admin users continue to see all orders.
- Consistent Save, Cancel, and Exit behavior — These actions now work the same way across all forms and modals.
Bug Fixes
- Fixed load list quantities disappearing on page refresh.
- Fixed pricing CSV imports silently failing when the dataset contained more than 50 items, categories, or price groups.
- Fixed an issue where creating an order for a customer with multiple locations would use the wrong location, causing a validation error.
- Fixed authentication errors appearing on the initial app load during sign-in.
Bug Fixes
- Load List: All assigned stations now appear in the station dropdown. Previously, the dropdown was limited to 10 stations, meaning some assigned stations were missing from the list. All assigned stations now load correctly.
- Load List: Entered quantities no longer disappear after saving. After saving load list quantities, switching tabs or refreshing the page could cause the quantities to revert. Quantities now persist correctly after saving.