FULFILL™
RESTOCK™
PRODUCE™
Customer PortalNew Features
Item Column in Fulfill Hardgoods
The hardgoods list in Fulfill now displays an item column, making it easier to identify products at a glance without opening each record.Improvements
Smarter CSV Import for Customers and Inventory
When importing customers or inventory via CSV, all validation issues now appear in a single, sortable table before the import runs. You can review every error and warning at once rather than discovering problems one step at a time.Duplicate inventory rows are now caught during validation and flagged automatically. Rows that already exist are skipped, preventing accidental re-imports. If every row in your file already exists, you’ll be returned to the upload step rather than being offered an import that would do nothing.Blocking errors prevent you from continuing until resolved. Warnings allow you to proceed with full awareness of what will be skipped.Count Assignment in Produce
The count assignment dialog in Produce now supports more precise adjustments when assigning counts to production records.Bug Fixes
- You can now edit a produced quantity even when the field is empty. Previously, opening the edit dialog on a blank quantity could prevent changes from being made.
- Uploading an empty CSV file no longer incorrectly reports a header mismatch. The error message now correctly states that the file must contain at least one data row.
Bug Fixes
- Fixed an issue in the Fulfill screen where the Item column for hard goods was displaying the location name instead of the item name.
New Features
Hardgoods Inventory
Track and manage hard goods (non-perishable supplies) in both Produce and Fulfillment. You can now add stock, adjust quantities, move items between locations, mark items as sellable, and view availability alongside your other inventory. A ready week date helps you plan when stock will be available.Order Payments
Record payments against orders directly in WorkSuite. A payment ledger on each order shows payment history and outstanding balance. The orders list now includes a payment status column so you can see where each order stands at a glance.Notes on Orders, Items, and Customers
Add and view notes on orders, inventory items, customer records, and individual customer locations. Notes are organized by type and visible across the relevant record.Produce Order Allocation
A new allocation screen lets you assign production lots to customer orders. You can see lot details, line item progress, and allocation status in one place, and make or adjust allocations from a single modal.Rebuilt Verify Workflow
Order verification has been redesigned from the ground up. Scan containers using a dedicated scanner view, drill into container contents, and review a side-by-side comparison of scanned versus expected quantities before submitting. A new supervisor dashboard provides an overview of verification progress across orders.Mobile Create, Edit, and Delete
You can now create, edit, and delete records from the mobile interface for: Payment Terms, Tax Authorities, Vendors, Product Categories, Shipping Config Categories, Labor Tasks, Triggers, and Store Classes.Purchase Orders in Fulfillment
View and manage purchase orders from within the Fulfillment area, alongside your vendors list.Commissions Configuration
A new Commissions page in Admin lets you configure commission rules for your salespeople.Grade Label Settings
Configure how grade labels are named and displayed across the system from a new settings page.PO Required Toggle
Mark customers as requiring a purchase order number on their orders. Individual orders can inherit or override the customer-level setting. This field is also supported in customer CSV imports.PWA App Icons
Each WorkSuite app — Availability, Count, Engage, Events, Material, and Verify — now has its own distinctive icon when installed as a progressive web app on your device.My Commissions Page
Salespeople can now view their own commission data from a dedicated page.Improvements
- Restock recalculation now shows in-progress status while running and automatically refreshes the orders grid when complete — no manual page reload required. Error details from a failed recalculation are surfaced directly in the notification.
- Applying WOS Overrides and Round-to-Cart changes now immediately updates quantities in the orders grid without requiring a page reload.
- All CSV import screens now use a consistent layout with standardized validation feedback, including a shared issues grid that clearly separates errors, warnings, and informational messages.
- A global search bar is now available in the navigation, replacing the previous per-page search fields.
- The fulfillment location CSV import now handles all location types, not just a subset.
- Space planning overview now includes a site-level capacity rollup.
- New ribbon toolbar tools: a calculator and a pack converter, accessible from supported grid views.
- Customer records now include a Federal Tax Number field.
- The orders list now shows a row count in the footer.
- Mobile card views are now available throughout the app, including customers, inventory, orders, pricing, locations, categories, vendors, terms, production schedule, recipes, and more.
- The navigation rail now supports hover-to-expand subpages.
- Panel and tab state is now preserved when switching between views in the dock layout.
Bug Fixes
- Fixed order tabs not staying in sync with the currently active order.
- Fixed the side panel not displaying at full height in some views.
- Fixed hardgoods filter controls not aligning correctly.
- Fixed sublocation batch delete failing in certain cases.
- Fixed the materials list not refreshing after paste operations.
- Fixed produce schedule import and event grid display issues.
- Fixed detail panel state not persisting correctly when switching between tabs.
Bug Fixes
- Resolved several visual and layout issues in the mobile app, including navigation menu and top bar rendering inconsistencies.
- Fixed display issues with the customer list in the Fulfill section when viewed on mobile devices.
New Features
Redesigned Home Page
The home page has a new layout with a streamlined app launcher, quick links, and an updated welcome section to help you navigate to your work faster.GrowPoint Integration: Stage & Commit Workflow
The GrowPoint integration page is redesigned into three clear tabs — Overview, Staging, and Errors. The Overview tab shows record counts for each entity, a progress bar, and per-entity Stage and Commit buttons. Use Stage All to queue every entity at once, then commit each step when you’re ready. Buttons automatically disable when a run is already queued to prevent duplicate submissions.Customer Portal: Redesigned Orders Page with Reorder
The portal orders page is rebuilt with two tabs — Open Orders and History. Click Details on any past order to open a side panel with line items and a Reorder button that adds available items back to your cart (with a prompt if your cart already has items). Search by order number or PO number, and scroll to load more orders automatically.Count Assignments: Assign a Worker at Creation
When creating a count assignment, you can now select a worker from a picker. The assigned worker appears in the confirmation message and in the Assigned chip on the detail panel.Availability: Improved Mobile Location Picker
Availability on mobile now uses the shared location explorer, giving you the same drill-down navigation and search experience as other mobile modules. Locations are listed alphabetically, and only active locations appear.Space Category Dimension Variations
Space categories now support a master-detail view for managing dimension variations directly from the category list.Restock Sessions: Amber State for Partial Success
When a session is created but some items were excluded, the session now shows an amber “Created with exclusions” state so you can see exactly what was left out before proceeding.Transfer Orders from the Fulfill Orders Page
You can now create a transfer order directly from the Fulfill Orders page using the new Transfer Order dialog.Order Line Upgrades Panel
A new upgrades panel on order lines lets you review and apply upgrade options without leaving the order.New User Registration: Set Password on Invite
Invited users can now set their password directly on the registration page when accepting an invite.Improvements
- Restock Demand Dashboard — no more timeout errors: The dashboard now loads data in pages rather than all at once, eliminating the timeout error that appeared on large datasets.
- Restock Demand Dashboard — loading state on first load: The dashboard now shows a loading spinner when data is first loading, instead of briefly flashing a “No rows” message before rows appear.
- Restock Orders Grid — less flickering during batch operations: During Re-calculate All, Round to Cart, and similar bulk operations, rows now update in place. The grid only fully reloads when the batch completes, instead of flashing all rows to “Loading…” on every step.
- Station picker now sorts numerically: Stations in the Restock Dashboard header appear in numerical order, consistent with the Session Manager.
- Tax Authorities — all records now load: The Tax Authorities list now loads up to 2,500 authorities. Previously, only the first 10 were shown, which also caused duplicates during CSV re-import.
- WOS Override Dialog — clearer quantity estimates: The WOS Override preview now labels quantities as estimates and shows “Computed on apply” for rows where no rate data is available, instead of displaying a confidently wrong number. After applying, a message appears if the server calculates different quantities than the estimate.
- Fulfill Orders — search customers and locations by ERP/Nav ID: The customer and location dropdowns on the Fulfill Orders page now surface exact ERP or Nav ID matches at the top of search results.
- Intercom chat hidden on customer portal: The support chat widget no longer appears on customer portal pages.
Bug Fixes
- Credit Order — specific lines button never enabled: Selecting specific lines and clicking Create Credit now works correctly. Previously, the button stayed disabled regardless of how many lines you selected.
- Customer Portal — tax rate applied as 500%: Tax rates are now applied correctly. A 5% rate was being treated as 500%, inflating order totals.
- Customer Portal — account page infinite spinner: The account page now shows an actionable error message instead of spinning forever when account data is unavailable.
- Restock Demand Dashboard — permanently stuck error rows: Data blocks that fail to load now retry automatically, preventing rows from staying stuck in a permanent error state until you manually refreshed.
New Features
Count Module
A new real-time inventory counting module is now available. Manage count lines and associated devices, start count sessions directly from a line’s detail page, and monitor live counting progress with pace charts, crew size, and estimated time to completion. The home page Count tile now navigates to the built-in module.Production CSV Importers
Bulk import production data via CSV files. New importers are available for: Production Items, Catalogs, Production Categories, Space Categories, Space Types, Material Events, Task Events, Space Events, Triggers, and Recipes.Event Schedule
A new Event Schedule page under Production > Schedule shows all scheduled material, task, and space events across production jobs in three tabs. Edit event details inline — changes are saved automatically.Crew View
A new Crew View dashboard is available under Produce > Labor for admin users. See live worker status, today’s or this week’s labor summary by worker and task type, and sort by hours or name.Admin Task Management
A new Tasks page under Produce > Labor allows admins to create, assign, and manage ad-hoc production tasks — including transitioning tasks through Open, In Progress, and Completed states.Item Upgrades
Items can now have upgrade options configured. Manage available upgrades per item from the item detail page.Integration: Failed Export Visibility
The accounting integration Errors tab and Overview now surface failed order exports to QuickBooks. Previously, export failures were silent — operators can now see exactly which invoices failed to sync and why.Integration: GrowPoint Staging Improvements
- The GrowPoint integration now includes an Items staging validation tab to review items before importing. Trigger data validation and view any row-level errors before committing.
- Click any row in the Customers staging grid to open a read-only staged customer detail, including locations.
Integration: Data Flows Panel
Integration detail pages now include a Data Flows tab showing how data moves through the integration.Portal: Tenant Brand Color
Your portal’s custom brand color now applies throughout the entire customer portal — including buttons, cart badges, collection headers, order totals, and order history.Portal Settings and Branding Pages
New Settings and Branding pages are available under Portal configuration for managing customer-facing portal options and brand color.Mobile: Shrink Entry
Mobile users can now record shrink events — logging quantities lost for a production job directly from the mobile app.Mobile: Location Explorer
An improved location browsing experience on mobile with tree drill-down, virtual scrolling for large location lists, and configurable root filters.Material Item Inventory Tab
The Material Items side panel now includes an Inventory tab showing current on-hand quantity by bin, with last counted date.Royalty Payouts Report
Royalty payout data is now available in the Reports section.Improvements
- Production schedule now supports lot consolidation, inline overrides, and bulk updates across production jobs.
- Items now support load factor dimensions for capacity planning.
- An item COGS cost field has been added.
- Canadian postal codes are now accepted in address fields.
- Add Vendor modal now uses validated State/Province and Country dropdowns instead of free-text fields.
- Order list now uses server-side filtering and pagination for improved performance with large data sets.
- Size UOM quick-add is now available directly from the item form.
- Item price levels have an improved editing form.
- Integration detail pages now display the last sync time.
- The accounting integration configuration has been reorganized into tabs.
Bug Fixes
- Fixed: The “Start Session” button on the Restock dashboard was not appearing after selecting store rows.
- Fixed: Creating a restock session no longer shows a false “Session creation failed” error even when the session was created successfully.
- Fixed: Price level CSV import was applying an incorrect start date (off by one day).
- Fixed: If a recipe CSV import failed partway through, a partially-created recipe was left behind. The importer now automatically rolls back the partial recipe on failure.
- Fixed: The item GL account picker was not loading correctly on initial open in some cases.
- Fixed: Dropdown selectors for Terms and Price Group were briefly flickering on open.
New Features
Hardgoods Inventory — Live Data and Cycle-Count Assignments
The Hardgoods Inventory page (Produce → Inventory → Hardgoods) now shows live data: on-hand quantities, last-counted dates, required quantities for your selected ready week, and recipe coverage per item. Select a row to open the side panel, where you can assign a cycle count — the assignment is created immediately and reflected in the grid with a “Count assigned” status chip.Material Mobile — Assigned Cycle-Count Tasks
A new Assigned tab in the Material app shows your assigned cycle-count tasks. Tap a task to enter your counted quantity, pick a variance reason if your count differs from expected, and submit. Counts queue offline and sync automatically when you reconnect.Engage — Optional Note on Count Items
When counting items in a retail location, you can now enter an optional note for each item before adding it to the count. Notes appear read-only on the item card and carry through to count history.Mobile Availability — Reason Picker
When regrading or adjusting inventory in the mobile Availability app, you can now select a reason from a picker before submitting. Reasons are stored and displayed in history.Receive Transfer — Full-Zero Confirmation
If you submit a transfer receipt with no positive quantities, a confirmation dialog now asks you to confirm recording the transfer as fully short before it is posted.Restock Dashboard — Expanded Columns and Allocation Detail
The Restock Dashboard grid now includes Threshold (wks), Weeks Since Ship, Last Delivery, Allocation status (Mandatory / Eligible / Excluded), Sales 4wk, and Velocity 4wk columns. Right-click a row’s Allocation cell to open a breakdown dialog showing tier, threshold, weeks-since-ship rule, last delivery, and the decayed-score formula that determined the status.Restock Dashboard — Metrics Filter (v2 Orders)
In the Restock Orders v2 metrics panel, click + Filter to narrow the displayed metrics to a specific program or item. Add multiple filters to see the combined union of matched items. Removing all filters returns to the full aggregate view.Restock Dashboard — State Persists in URL
Dashboard state — SKU filter, store selection, and column sort — is now saved in the URL. Reloading the page or sharing a link with a teammate reproduces the same view.Restock Dashboard — Start Session Validation and Summary
The Start a new session dialog now shows helper text when required inputs are missing (no stores selected, filters resolving to zero items, or an invalid weeks-of-supply value) and disables the Create session button until all inputs are valid. A plain-language summary above the tiles confirms what you are about to create, for example: “Start a new Restock session covering 5 stores and 2,584 items, targeting 3 weeks of supply.”Restock Dashboard — CSV Export
An Export CSV button on the dashboard header downloads the current view — respecting your active filters, sort, and column visibility — as a dated CSV file. The button is disabled while data is loading or the grid is empty.Restock Dashboard — Loading States and Empty Messages
The dashboard now shows skeleton placeholders while data is loading and displays distinct empty-state messages depending on whether no calc results exist for the tenant yet or your current filters simply match no rows.Production Schedule — Manage Scheduled Rates
On the Overhead Rates and Labor Rates pages, you can now cancel or edit scheduled (future-dated) rates directly from the side panel without affecting the current active rate. Attempting to cancel an already-active rate surfaces a clear explanatory message. Deactivating a location that has rate history now prompts a confirmation step before proceeding.Production Schedule — Import Guard and Retry Resume
The production schedule import now checks for an in-progress import before letting you start a new one. If one is active, a banner links you to the running job and disables the upload control. If a batch upload fails partway through, retrying resumes from exactly where the server last saved, with no duplicate rows.Material Items — Add Vendor
In the Material Items side panel on the Vendors tab, a new Add Vendor button opens a dialog where you can assign a vendor, optionally enter a Vendor Item ID, and set it as the default. The first vendor assigned to an item is always set as default.Capacity Locations — Square Footage Columns
The Produce → Capacity → Locations page now includes Sq Ft and Total Sq Ft columns. Total Sq Ft rolls up the square footage of all descendant locations. Double-click a leaf location’s Sq Ft cell to edit its value inline; parent totals update after the save completes.Integrations — QuickBooks Online
QuickBooks Online is now available as a named option in the Integrations → Add New wizard under the Accounting category. GrowPoint has been removed from the Add New options; existing GrowPoint integrations continue to appear in your integrations list and detail page as before.Integrations — Tax Rate Reconciliation
A new Tax Rates tab in the QuickBooks integration detail page lists all tax rates imported from QuickBooks and lets you map each one to a WorkSuite tax authority. Conflict badges highlight rows where the mapped authority’s rate no longer matches the QuickBooks rate. You can also create a new tax authority pre-filled from a QuickBooks rate directly from this tab.Portal — Order History and Account Improvements
Portal users can now access their order history through a dedicated Orders section in the navigation. The Account page has been updated with clearer sections for overview, billing address, contacts, and ship-to locations. Navigation issues that caused the dashboard and account pages to get stuck on reload have been resolved.Task Events — Add Event Type Inline
A + Add new option in the Event Type dropdown on task event forms lets you create a new event type without leaving the form. The new type is immediately available for selection.Improvements
- Production Schedule: The ribbon button previously labeled “Overrides” has been renamed to Schedule Updates. The Reschedule option has been removed from the dropdown.
- Production Schedule grid: Columns now support filtering (via the column header menu), sorting by click, and drag-to-resize.
- App update prompt: The “new version available” banner has moved from a full-width top bar to a compact bottom-left card. When release notes and walkthrough links are configured, What’s new and Take the tour buttons appear on the card.
- Restock Dashboard: Selecting or deselecting all rows no longer freezes the UI on large datasets.
- Material Items list: A card view is now available on mobile-width screens.
- Vendor side panel: If loading materials fails on a page after the first, already-loaded materials remain visible and a Retry button appears to reload the failed page without resetting the list.
- GrowPoint integration: A Customers Validation tab is available in the GrowPoint integration detail page for reviewing and validating staged customer records.
- Catalog category chips in the portal card view are now capped so long category lists no longer overflow the card.
Bug Fixes
- The PWA Reload button now reliably applies app updates, including cases where another tab had already activated the same update.
- The Restock Dashboard SKU dropdown now shows correct availability quantities for ERP tenants.
- Item counts in the grid no longer go stale after a single-item delete or lifecycle change.
- Material history: when the count-reason lookup is unavailable and a reason filter is saved, a Clear reason filter button now appears so you can recover hidden transactions.
- Movement Order history now refreshes automatically after a transfer is shipped or received.
- Kit editor: the carrier field now displays correctly, and the “Name required” validation message no longer flashes briefly when opening the editor.
Bug Fixes
- Fixed an issue where editing an order quantity could result in incorrect values being saved. Quantities now update correctly when changed.
New Features
Containers Management in Fulfill
You can now manage containers directly from the Fulfill > Maintenance section. A new Containers area lets you create and edit containers, view them in a card layout, and configure container-specific settings. Each container includes a detail panel where you can review and update its configuration rows.Shipping Configuration Categories
A new Shipping Config Categories section is available in Fulfill > Maintenance. You can create and manage configuration categories, add configuration rows to each category, and keep your shipping setup organized in one place.New Features
Mobile: Receive Transfer Orders
A new Receive Transfer screen lets you receive incoming transfer orders on mobile. The Receive screen now offers a toggle to switch between Vendor PO and Transfer Order modes. You can edit line quantities, and the submission shows a success screen with a summary of items received.Mobile: Organic Lot Codes and Vendor Lot Numbers on Receive
When receiving vendor purchase orders on mobile, you can now capture an organic lot code per line (with warning or blocking validation depending on your tenant settings) and a vendor lot number per line. Both fields appear on the review summary and success screen.Mobile: Variance Reason Required on Receive
When the quantity you receive differs from the expected amount, a reason picker now appears before you can submit. Picking “Other” reveals an optional notes field. The submit button stays disabled until every variance line has a reason.Mobile: Receive Audit Drilldown
From Material History, tap a receive transaction to open a detailed receive log for that PO. A “Variances only” toggle lets you filter to lines where the received quantity differed from expected.Orders: Send Order Confirmation Email Control
A new toggle on the customer, location, and order forms controls whether order confirmation emails are sent. The setting cascades from order → location → customer, and the effective value is always visible so you can see what will happen before saving.Inventory Side Panel: Orders Tab
Click the Allocated quantity on the inventory side panel to open an Orders tab listing every order with committed inventory for that item, location, and grade. Each card shows the order number, customer, allocated quantity, status, and ship date, and clicking it navigates to the order.Space Planning: Capacity Row Drilldown Panel
Clicking any row in the Space Planning Capacity Table opens a side panel with three tabs: Trend, By Space Type, and By Production Plan. Click the same row again to close the panel.Events: Enhanced Job Information
Job cards now show a customer chip, a ready-week badge, real task progress, and an attachment count. The job detail view adds plan name, customer, ready week, task counts, and a notes section (when notes are present).Engage: Last Count User and Timestamp on Location Bar
The location bar now shows who last counted the location and how long ago, so you can tell at a glance whether a count is recent before starting a new one.Restock Dashboard: Restock Index Breakdown
Right-click any cell in the Restock Index column and choose “Show Restock Index calculation” to open a dialog showing the four component scores (Demand, Urgency, Velocity, Store Rank), their formulas, and the rounded total.Terms: Delete Button
A Delete button has been added to the Terms admin form. It is disabled when the Terms record is set as the tenant default. If a Terms record is in use, the reason is shown directly in the error message.Items Grid: Direct Links, UPC, and Retail Price Columns
Item names in the grid now link directly to the item detail page. The grid also includes new UPC and Retail Price columns. Your column layout and filter state are saved per user and per tenant, so the grid looks the same when you come back.Orders: Bulk Invoice Download
You can now download invoices for multiple orders at once from the orders list.Orders: Duplicate Order
A Duplicate action on the order detail page creates a new draft order pre-filled with the same details.Improvements
- Restock Dashboard — Customer column: A Customer column (derived from the store name) is now pinned to the left of the grid, between Store # and Store Name.
- Restock Dashboard — Weeks of Supply in Start Session: The Weeks of Supply setting has moved from the page header into the Start Session dialog, where it is editable before you create each session.
- Restock Dashboard — Real SKU in item filter: The item filter subtitle and search now show the real SKU value instead of UPC-formatted numbers.
- Restock Dashboard — Live KPI tiles: The Total Available tile now shows real inventory data, and the Last Calc timestamp reflects the actual most recent calculation date.
- Restock Dashboard — SKU filter replaced with TreeSelector: The SKU filter now uses the same TreeSelector component as the Create Session dialog for a consistent experience.
- Item names now support up to 128 characters (previously 64). CSV imports and item forms enforce the new limit, and long names show a tooltip in the grid.
- Report schedules show timezone and AM/PM times: The schedule wizard and card view now display the IANA timezone and format times in 12-hour AM/PM format.
- Site location address is now optional: You no longer need to enter an address when creating or importing a Site location.
- Mobile material history enhancements: History now includes transfer order transactions with new chip types (Atomic Move, Ship, Receive Transfer), supports scrolling past 100 transactions, and shows human-readable reason code labels on transaction cards.
- Material history: filter by reason: A row of reason chips lets you filter the material history list to a specific count reason. Tap again to clear.
- Unsaved changes warning on schedule import: Navigating away from a schedule import with unsaved row edits now shows a confirmation dialog.
- Validation Status column in schedule import: A Validation Status column shows the error or warning message for each row. Hovering any editable cell on a failed row shows the same message as a tooltip.
- Grid layouts and preferences preserved on logout: Saved column layouts, filter states, and display preferences are no longer cleared when you log out.
- Restock Orders: select-all now applies to the full result set: Ribbon actions (Override, Undo, Recalculate, Weeks of Supply, Round to Cart) now load the full server-side selection before running, so they apply to every matching row rather than only the rows visible on screen.
- Backend errors now shown as notifications: Certain error responses from the server are now surfaced as on-screen messages rather than failing silently.
- Labor types: correct active rate display: The labor types page now shows the server-resolved active rate, so future-dated rates no longer appear as “CURRENT.”
- Side navigation: tree lines and tightened spacing: The side menu now shows tree lines and uses tighter spacing for a cleaner look.
Bug Fixes
- Fixed date pickers losing characters mid-typing when entering a date manually.
- Navigating to
/produce/schedule/import(the old URL) now correctly redirects to/produce/production/schedule/import, preserving the full path. - Restock Dashboard no longer shows “UNKNOWN” in the Rank and Store Name columns for rows where store data could not be resolved; affected rows now fall through to their natural display values.
- The Availability Change flow now reopens the location drilldown at the correct parent level of the previously selected location.
- Editing an order without making any changes no longer triggers an error.
New Features
Mobile Receiving: Organic Lot Code and Vendor Lot # Per Line
When receiving purchase orders on mobile, you can now record an Organic Lot Code and a Vendor Lot # for each individual line item, giving you more precise lot traceability at the time of receiving.Mobile Receiving: Variance Reason Selection
When received quantities differ from what was expected, you can now select a reason for the variance directly on the mobile receive screen, making it easier to document discrepancies as they happen.Mobile Receive History: Audit Drilldown
Tapping a receive transaction in your mobile receive history now opens a detailed drilldown view showing a full breakdown of what was received, including per-line quantities and lot information.Schedule Import: Inline Validation Status
The production schedule import grid now includes a Validation Status column and per-row error tooltips, so you can see exactly which rows have issues and why without leaving the import screen.Restock Dashboard: Live Store Data
The restock dashboard now displays real-time demand-driven data for your stores. You can view store rankings, demand summaries, and start restock sessions directly from the dashboard.Restock Orders: Availability Exceeded Alert
When an allocation exceeds available inventory, you now see a clear warning notification so you can adjust quantities before submitting orders.Improvements
- Report schedules now display the correct timezone and use AM/PM time format. The next scheduled run time is also calculated correctly.
- Store rankings in the restock dashboard now reflect your configured store classes.
- The message shown when restock metrics are temporarily unavailable has been simplified for clarity.
Bug Fixes
- Fixed an issue where typing a date directly into a date picker field did not work — you can now type dates as well as select them from the calendar.
- Production schedule links using the old URL format now redirect to the correct page automatically.
New Features
Space Planning (Produce)
The Space Planning section now uses live data and supports filtering by site and sub-location. You can view capacity timelines, utilization rates, and a detailed breakdown of your production space allocation across locations.Kit Builder (Early Access)
A new Kit Builder tool is available for accounts with early access enabled. Build and review kit configurations by selecting stores, available SKUs, and quantities—with side-by-side availability data to support your decisions.Improvements
SKU & UPC Mapping: Retail Price, Dates, and CSV Import
The SKU & UPC Mapping tab now displays retail price and date fields. You can also import mappings in bulk using a CSV file, with step-by-step validation to catch formatting and data errors before anything is saved.More Job Details on Event Cards and Job Detail View
Production job cards and the job detail view now surface additional job information at a glance, reducing the need to navigate to other screens to find context about a job.Restock Dashboard: SKU Filter and Total Available
The SKU filter on the Restock Dashboard is now connected to live inventory data, and a new Total Available metric gives you a quick summary of stock across your items.Quantity Before and After on Availability Lot Moves
When reviewing lot move history in Availability, you can now see the quantity before and after each move, giving you a clearer audit trail.Cost Calculation Steps Now Include Links
The cost calculation steps dialog in Production and Restock Orders now includes direct links to related records, making it easier to trace how costs are calculated.Bug Fixes
- Fixed an issue where selecting all rows in the Orders list did not work correctly.
- Fixed an issue where schedule import jobs could get stuck in a pending state with no way to proceed. A Start button now appears so you can manually resume a stuck job.
- Fixed report schedules not saving the selected timezone correctly, which could cause scheduled reports to run at the wrong time.
- Fixed a mobile Availability issue where using Change on a location would not return you to the parent level of the location drilldown.
- Fixed an issue where container details in Restock data management were not saving correctly.
New Features
Orders Tab in Inventory Side Panel
When viewing an inventory item’s side panel, a new Orders tab shows all orders that have quantities allocated from that item, so you can see demand at a glance without leaving inventory.Invoice and Acknowledgement PDFs on Orders
You can now view and download invoice and acknowledgement PDFs directly from the order page, pulled from your report templates.Import Tax Authorities from CSV
Tax authorities can now be bulk-imported using a CSV file, following the same step-by-step import flow used for other data types.Import Payment Terms from CSV
Payment terms can now be bulk-imported via CSV, making it faster to set up or update terms across your account.Send Order Emails Toggle
A new toggle lets you control whether order confirmation emails are sent, configurable at the customer, location, or individual order level.Last Count Info on Engage Mobile
The location bar in the Engage mobile app now shows who performed the most recent count and when it was completed.Improvements
- The Total Available KPI tile and SKU filter on the Restock dashboard are now connected to live inventory data.
- The store list on the Restock dashboard now loads real customer location data.
- Restock order allocation now calculates and displays achievable quantities based on current available supply.
- An Add Order button is now available directly on the order list, so you can create orders without navigating away.
- Order list now shows clear error notifications if an action fails, consistent with the rest of the app.
- Order CSV imports now support historical status values, so imported orders can reflect their original status.
- Labor rate management now uses server-side data for the active rate and loads rate history in a paginated side panel.
- The import workflow UI has been standardized across customer, order, price group, tax authority, and terms imports for a more consistent experience.
- Items CSV import now correctly assigns items to the specified program.
Bug Fixes
- Grid column layouts and user preferences are no longer lost after logging out.
- The items grid in the Products section now stays populated after applying a batch status change instead of appearing empty.
- The inventory CSV template download no longer fails for accounts that have no existing inventory records.
- Customer CSV import now correctly matches existing customers when the import file contains uppercase email addresses.
New Features
Last Count Info on Engage Mobile Location Bar
When using Engage on mobile, the location bar now shows who last performed a count at that location and when. This makes it easier to see recent activity at a glance without leaving the current screen.Labor Rate History Panel
The labor rates side panel now includes a full paginated history of rate changes, so you can review past rates without leaving the page. The currently active rate is also loaded directly from the server to ensure you always see the most up-to-date value.Improvements
- The Orders page has received a number of usability and display improvements, including updated column layouts and more reliable session progress tracking.
Bug Fixes
- Fixed an issue where restock order allocation was not working correctly for locations without a station code assigned.
- Fixed an issue where available stock calculations in restock did not correctly account for produce grade, which could cause incorrect availability figures for sites using inventory-source setups.
New Features
Export All Orders in Orders V2
A new Export button in the Orders V2 toolbar lets you export your complete order list as a CSV or Excel file. The export respects your active filters and sort order and includes every order in the session — not just the rows currently visible on screen. A progress dialog keeps you informed during the export and lets you cancel at any time.Reserve or Allocate by Quantity in the Restock Allocation Wizard
The allocation wizard now displays a live Available figure showing how much inventory remains unallocated for the selected item and station. You can toggle between reserving or allocating inventory and enter your amount as either a percentage or a specific quantity. If you enter a percentage, it is converted to units at the time of submission. If your request exceeds what is available, a clear message lets you know.Mobile Sync Status Banner
A new banner on mobile devices shows the current sync status so you can always tell whether your data is up to date.Improvements
Clearer Order Status View in Fulfill Orders
The order status section in Fulfill Orders has been updated with a step-by-step display, making it easier to see where an order is in the fulfillment process and what action comes next.Itemized Tax Display in Orders
Orders now show taxes broken out by line item, giving you a more detailed view of charges at a glance.Large Sessions No Longer Show a False Creation Error
When creating a session with a large number of stores or items, WorkSuite previously showed a “Session creation failed” error even when the session was still being built successfully in the background. Now you are taken directly to the session page, where a progress bar across the top of the page shows that the session is still loading. The grid populates automatically once it is ready, and Re-calculate and Submit Orders remain disabled until the session is complete.Clearer Feedback When Editing Quantities in Orders V2
Editing quantities in Orders V2 now shows a standard success or error notification when the change is saved, replacing the previous “Applying override…” message that remained on screen indefinitely.Bug Fixes
- Fixed an issue in the order form where a value of zero was not being treated correctly.
New Features
Export All Orders
You can now export your complete order list from the Orders page — not just the orders currently visible on screen. A progress dialog appears while your export is being prepared, so you can track when it’s ready to download.Mobile Sync Status Banner
A sync status banner now appears in the mobile app to let you know when your data is being synced. You’ll always have visibility into whether WorkSuite is up to date before taking action in the field.Itemized Tax Breakdown on Orders
Order totals now display a detailed tax breakdown, showing how taxes are applied across line items. This gives you full visibility into how the total cost of an order is calculated.Improvements
- When creating a restock order session takes longer than expected, you are now taken directly to the session page instead of seeing a failure message. The session continues processing in the background.
- The Restock Orders page now shows a progress indicator while a session is being created or processing, so you can see that work is in progress.
- The Re-calculate and Submit Orders actions are now disabled while a session workflow is running, preventing conflicting actions during processing.
Bug Fixes
- Fixed an issue where a delayed session creation would incorrectly display as a failure. Stalled sessions are now handled gracefully and you are kept informed of their status.
New Features
Quantity-Based Reservations in Restock
When creating a restock session, you can now reserve stock based on specific quantities. Unallocated availability is also shown, giving you a clearer picture of what stock is available to assign before committing to an order.Improvements
- The restock order creation workflow has been updated with a more reliable allocation process, making it easier to review and confirm stock assignments across stores before submitting.
Improvements
- Restock Orders: faster quantity editing — Editing order quantities in Restock Orders is now more responsive. The page no longer fetches unnecessary data on every change, so updates feel snappier.
- Restock Orders: session manager loads recent sessions faster — The session manager dialog now loads your 10 most recent sessions, making it quicker to open and navigate.
Bug Fixes
- Restock Orders: quantity edits now show clear success or error messages — Previously, editing a quantity would show a persistent “Applying override…” message with no clear outcome. Quantity edits now correctly display a success or error message once the change is saved.
New Features
Royalty Payouts Report
Finance teams can now run a Royalty Payouts report under Fulfill → Reports → Royalty Payouts. Enter a ship-date range to see what is owed to each payee for orders shipped in that period. Filter by payee, customer, or category, then expand any payee row to see a side-by-side breakdown by customer and by item category. A summary bar shows total royalty amount, total line subtotal, number of lines, and distinct payees. Export master results to CSV for accounts payable. If the result set exceeds the system limit, a warning prompts you to narrow the date range so nothing is missed.Tax Authorities Management Page
Tax authorities now have a dedicated management page at Fulfill → Sales → Tax Authorities (previously only editable inline in Settings). You can create, edit, activate, and deactivate tax authorities from the new grid. When setting a rate, choose today’s date, a future effective date (shown as “Scheduled”), or a back-dated rate — the Current Rate column always reflects the rate that is active as of today. A link in Settings still navigates you to the new page.Commissionable Flag for Items
Items now have a Commissionable checkbox in the item edit form, sitting alongside the existing Taxable checkbox. New items default to commissionable. The Items grid includes a Commissionable column with filter support so you can quickly find items excluded from commission calculations.Mobile Events — Time Tracking with Offline Support
The mobile Events module is now live. Start and stop time entries on task assignments from your mobile device. Time entries are saved locally when you are offline and automatically sync when your connection is restored, so no work is lost on the shop floor. A running-clock dock appears while a timer is active, and a history tab shows completed entries.Mobile Verify — Order Scan and Verification
The mobile Verify module is now available for order verification workflows. Browse orders, scan items, step through line items with quantity controls, add notes, and submit verifications. Actions queue offline and drain automatically when connectivity returns.Availability — Rebuilt with Perpetual Inventory and Offline Queue
The Availability module has been rebuilt on a perpetual inventory backend. Inventory is now shown as a live, mobile-first card list with search, sort, and grade filtering. Tap a card to adjust, move, regrade, or scrap inventory. Use Quick Count to queue counts by location; counts post in the background. The History tab shows real transactions and local activity, with retry and dismiss controls for any failed entries. All actions work offline and sync when you reconnect.Production Recipe Task Assignment
Operators can now assign tasks directly to a recipe and override them per variation. In the recipe editor, a Recipe Tasks section lets you choose which tasks apply to the whole recipe. Within each variation, inherited tasks are listed with checkboxes to exclude them, and variation-specific tasks can be added separately. The Tasks tab on the recipe detail page shows the resolved set — recipe tasks and variation tasks — with badges indicating the source.Improvements
Restock Orders — Instant Column Updates on Quantity Edit
Editing Order Quantity in the Restock Orders grid now updates related columns immediately without requiring a full recalculation. The following columns refresh as soon as you change a quantity: On Hand After Order (new column), Weeks of Supply, Allocated Value, and Carts. All edit actions trigger this — inline edits, and ribbon actions including Add, Subtract, Replace, Set to Demand, Set to Achievable, WOS Override, Round to Cart, and Undo. Sidebar metrics also refresh automatically.Restock Orders v2 — Faster Session Creation
The session creation flow has been redesigned into focused, step-by-step dialogs (Stores → Items → Overrides). Store and item lists now load a small first page quickly and stream the rest in with a loading indicator, so you can start selecting immediately. Multi-station users are prompted to choose a station each time they start a new session.Bug Fixes
- Availability: Items at zero quantity no longer appear in the inventory card list after being set to zero or scrapped.
- Availability: Fixed a crash on first load for users whose app had saved data from an older version of the module. The app now recovers automatically without requiring a manual cache clear.
- Restock Orders: Fixed a flicker where unit labels (such as “Eaches” or “Trays”) briefly showed the wrong value on a hard page refresh before settling to the correct configured unit.
- Reapply Recipes: Clicking the stale-recipe icon in the production schedule now opens the Reapply Recipes wizard for that job instead of opening the row sidebar. Errors during the apply step are now shown inline in the wizard. The Apply button now shows a spinner while the operation is in progress.
New Features
Payment Terms Management
You can now create and manage payment terms (Net 15, Net 30, and similar) directly in WorkSuite under Fulfill → Pricing → Terms. Add terms with net days, discount days, and early-pay discount percentages; set a default term; and activate or inactivate terms — no CSV import required.Restock Dashboard
A new Restock dashboard is available with KPI tiles, demand-driven and supply-driven product grids, SKU tree filtering, and session management tools, giving you an at-a-glance view of replenishment health across your locations.Restock: Tenant-Configured Unit Labels
The Restock module now displays unit labels based on your tenant’s configuration. Operations using eaches see “(Eaches)” in column headers and totals; operations using trays see “(Trays)”. This applies to both the Orders and Orders V2 views, as well as the Unit Totals and Metrics side panels.Unified Order Totals Card
The order detail view now shows a single consolidated Order Totals card that combines discounts, freight, and manual overrides in one place, replacing the separate panels.Item Taxable Attribute
Fulfill items now include a Taxable checkbox in the Add/Edit Item dialog and a Taxable column in the items grid, letting you flag which products are subject to tax.Customer Discount and Tax Exempt Settings
Customer records now include fields for a default discount percentage and a tax-exempt flag, available in the customer detail form.Item Pricing Tab
The Pricing tab on the Fulfill item detail now shows all price levels that apply to the selected item across all price groups, including direct item matches and category-based matches.Item Container Config Tab
The Container Config tab on the Fulfill item detail now loads real data. You can edit container configuration values (ship factor, ship minimum) directly in the grid; changes save immediately and revert automatically if they fail.Item Details: Config Categories and Size UOM
The Details tab for Fulfill items now includes a shipping config-category chip selector, an inherited Size UOM display, and inline Save, Activate, and Inactivate actions — without leaving the item card view.Production Item Linking
A new Linked Production Items tab on the Fulfill item detail lets you view and manage associated production items.Fulfill: Maintenance Navigation
A new Maintenance section appears under the Fulfill product navigation, with Containers and Shipping Config Categories sub-pages. Content for these pages is coming in upcoming releases.Produce: Reapply Recipes Workflow
A guided multi-step Reapply Recipes flow is now available in the Production Schedule. You can select which schedule items to update, review what will change, preview the impact, and apply recipe updates in a controlled sequence.Produce: Overhead Rate Side Panel
Overhead rates in the Produce cost dashboard now have a dedicated side panel for viewing rate details and history.Mobile: Material Transaction History
The material transaction history on mobile now shows richer detail: quantity changes display as set, increment, or decrement values; move transactions show the from and to locations; and received transactions include purchase order and vendor information.User CSV Import: Accept Tenant Name or ID
When importing users via CSV in Fulfill, the UserType column now accepts your tenant’s actual name or tenant ID (matching what you see in the Add User dropdown), in addition toCustomer. The downloadable CSV template and an in-page tooltip show the accepted values for your tenant.Improvements
- Merge.dev integration details: The Overview, Errors, and History tabs on Merge.dev integration detail pages now populate with real sync data instead of showing empty defaults.
- Real-time feature flag updates: Feature flag changes now take effect immediately in the app without requiring a page refresh.
- Restock session creation: Batch operations during session creation now retry automatically on transient failures. Persistent failures show a summary error rather than stopping silently, and any missing rows fill in automatically the next time the session is opened.
- GrowPoint Orders: ERP order ID: The GrowPoint Orders mapping now surfaces the ERP order ID (
arord.ORDERKEY) as a documented fixed mapping alongside other order identifiers.
Bug Fixes
- Restock: Incomplete sessions self-heal: Sessions that were only partially created — where some rows were missing demand data or calculation steps — now automatically fill in the missing rows when reopened.
- Portal users: No more “User not found” flash: Creating or deactivating a portal user no longer briefly navigates to a “User not found” page while the backend processes the request. You remain on the Users grid after creating a user, and return to the grid after deactivating one. User status values in the grid now display as Active, Disabled, and Invited (capitalized).
New Features
GrowPoint Orders Now Show ERP Order ID
When viewing a GrowPoint order in the integration detail, you can now see the associated ERP Order ID. This makes it easier to cross-reference orders between WorkSuite and your ERP system.Merge.dev Integration Sync Details
The Merge.dev integration detail page now displays live sync data across the Overview, Errors, and History tabs, giving you full visibility into your integration’s sync activity and any issues that need attention.Item Pricing Levels in Fulfillment
The Item Pricing tab in Fulfillment now loads and displays pricing level information, so you can review the applicable price levels for items directly within the tab.Bug Fixes
- Portal users now stay on the portal users list after adding or deactivating a user, rather than being navigated away from the page.
- Fixed an issue where customer items were not showing the correct default values.
- Fixed incorrect status display for items in the items table.
New Features
Item Pricing Levels Tab
The Item Pricing tab on product pages now displays pricing level data, giving you visibility into how items are priced across different customer tiers directly from the product detail view.Bug Fixes
- Fixed several issues on the Restock Orders page affecting order session management and order submission workflows.
- Fixed an issue where default values were not applied correctly when editing customer item settings.
- Fixed an issue where item status was not displaying correctly in the items table.
New Features
Bulk Import Portal Users via CSV
You can now add multiple portal users at once by uploading a CSV file. A six-step guided flow walks you through uploading the file, previewing the data, validating formatting and content, running the import, and reviewing results. A CSV template is available from the upload step. Access this from the Portal Users grid using the Import button.Customer Items (SKU/UPC) on Fulfill Item Detail
A new Customer Items tab on the Fulfill Item detail page lets you view and manage customer-specific SKU and UPC mappings for each item. You can add new mappings, edit existing ones, and activate or deactivate records directly from this tab.Full Purchase Order Editing
Purchase orders in the Produce > Purchasing schedule now support full editing:- Toggle the Urgent flag directly from the list grid without opening a detail panel
- Edit site location and status from the detail panel on DRAFT and APPROVED orders
- Add, edit, and remove line items inline, including item name, quantity, ERP job ID, and ERP item ID
- Status changes that require confirmation (such as approving or un-approving) show a confirmation prompt before saving
Override History in Restock Orders v2
You can now view the history of WOS overrides applied during a session directly from the Restock Orders v2 grid.Items Can Now Be Priced at Zero
Items with a price of zero can now be saved without validation errors. Previously, zero was treated as an invalid price.Improvements
On-Hand Confidence Color Coding in Restock Orders v2
The Units On Hand column in the Restock Orders v2 grid now uses color to show how recently stock was verified by a cycle count. Cells range from grey (never counted) through progressively stronger greens as the cycle count becomes more recent. Hovering a cell shows the date of the last count and the confidence level.Restock Orders Export to xlsx
- After submitting a session, an xlsx file of the full orders grid is automatically downloaded.
- Session Manager — the Export button now downloads an xlsx file instead of a raw data dump. The button shows an “Exporting…” state while the file is being prepared.
WOS Override Loading Indicator in Restock v1
Applying a WOS Override in Restock Orders v1 now shows a progress bar at the top of the dialog and a spinner inside the Apply button while the operation is running. Both the Apply and Cancel buttons are disabled until the operation completes.Integration Pages Tab Order Updated
The GrowPoint integration now shows tabs in the order Customers → Items → Orders. The Merge.dev integration now shows tabs as Contacts → Items → Invoices. These same orders apply in the Configure Settings wizard.Vendor Inline Editing
Vendor records can now be edited inline directly from the vendor list grid.Tenant-Level Freight Settings
Freight settings are now configurable at the tenant level.Bug Fixes
- Restock Orders blank on load — Fixed a crash that caused the Restock Orders page to appear completely blank for users who had previously used the page and had saved state stored locally. The page now loads correctly every time.
- Sidebar metrics not updating after inline quantity edits — Editing Order Qty inline in the Restock Orders grid now immediately reflects the change in the right-hand metrics sidebar (Total Remaining Quantity, etc.) without requiring a page refresh.
- Restock Orders v2 station double-submit — Fixed an issue where submitting from the station selection step could fire twice.
- Restock Orders v2 save getting stuck — Fixed a case where the saving state would not resolve, leaving the grid unresponsive.
- Restock Orders v2 deep link routing — Fixed an issue where navigating directly to a session via a link did not route correctly.
New Features
Customer SKU/UPC Tab on Fulfill Item Details
A new Customer Items tab is now available on the Fulfill Item detail page. You can view and manage customer-specific SKU and UPC codes for each item, making it easier to track how your products are identified across different customers.Inline Vendor Editing
You can now edit vendor information directly in the vendor list grid without opening a separate form. Click into a cell to update vendor details in place, streamlining your purchasing workflow.Export Restock Orders as Excel
When submitting restock orders or using the Session Manager, you can now download an Excel (.xlsx) file of your order data. This makes it easier to share order summaries or keep records outside WorkSuite.Improvements
- The Integrations page now displays synced entities in a more logical order, and the interface now matches the dark mode appearance used throughout the rest of WorkSuite.
Improvements
- The Target WOS override dialog in Restock orders has been simplified. It now shows the target WOS input and the number of rows that will be affected, replacing a preview that could display inaccurate quantities.
Bug Fixes
- When creating a new Restock session, item availability was showing as 0 for every item in the item selection step. Availability now correctly reflects actual stock levels based on your farm’s setup.
- After applying a Target WOS override in Restock orders, the Order Quantity column now updates immediately in the grid without requiring a page refresh.
New Features
Restock Order Submit Summary
When submitting restock orders, you now see a summary of the orders being submitted before confirming. This gives you a clear overview of what will be processed, helping you catch any issues before finalizing.Genus and Container Code in Restock Orders
The restock orders list now displays genus and container code information, giving you more context about each order at a glance without needing to open individual records.Bug Fixes
- Fixed an issue where production event forms (material, space, and task events) were not loading with the correct default values, which could cause unexpected form behavior when creating or editing events.
New Features
Freight Override on Orders
You can now override the freight charge on any order directly from the order side panel. Enter a custom amount, provide a reason for the change, and view a full audit trail of freight adjustments over time. The order totals card shows subtotal, freight, and total alongside an indicator of where the freight rate originates.My Proposal Page
A new My Proposal page is now available from the navigation menu.Mobile: Material Transaction History
The mobile Material History page now shows a full transaction history scoped to your account. History is available offline using cached data, so you can review recent transactions even without a connection.GrowPoint Integration: Fixed Mappings Now Visible
The GrowPoint integration Entity Mapping tab now displays fixed (read-only) field mappings alongside your editable ones. Previously these mappings were hidden. You can now see exactly which fields the GrowPoint importer handles automatically — such as SKU, name, and ERP ID — directly in the mapping view.Merge.dev Integration: Expanded Setup Wizard
The Add Integration wizard for Merge.dev now walks you through configuring Items and Invoices entity mappings in addition to Contacts, giving you more control over how data syncs into WorkSuite.Restock Orders: Override Controls and Submission
The Restock Orders page now includes a set of new tools for managing order quantities before submission:- WOS Override: Manually set the weeks-of-supply target for individual items.
- Round to Cart Override: Adjust or override the round-to-cart quantity for specific items.
- Calc Steps: View the step-by-step calculation behind suggested order quantities.
- Submit Orders: A new submission form lets you review and confirm orders before sending.
- Allocation: An enhanced allocation dialog lets you select and manage item allocations from within the order.
Recipe Tasks: Event and Task Picker
The Tasks tab on a recipe now includes a picker for linking tasks to specific events or task templates, making it easier to connect production steps to your scheduling.Improvements
- Restock Orders availability metrics: The “Total Available Trays” and “Total Available Value” figures in the sidebar now draw from the correct data source based on your account’s configuration, ensuring numbers match what is actually available.
- Merge.dev integration toggle: The enable/disable toggle is now visible on the Merge.dev integration detail page, matching the behavior of other integrations.
- GrowPoint mapping cleanup: Unnecessary fields have been removed from the Customers and Orders mapping views, and field labels are now cleaner and easier to read.
- Mobile Engage: The Engage History tab is now accessible without needing to select a location first.
- Notification styles: Error messages now appear in red and purely informational messages appear in a neutral style, making it easier to distinguish blocking issues from status updates at a glance.
- Faster app loading: Feature settings now load in a single request on startup instead of several separate requests.
- Variant filtering: Improved variant filter experience in the production recipes area.
Bug Fixes
- GrowPoint line-item quantity: The line-item quantity field in Order mappings is now correctly shown as read-only. Previously it appeared editable.
- Labor rate effective dates: Timezone handling for labor rate effective dates has been corrected so dates display and save as intended.
- Overhead rate effective dates: Same timezone fix applied to overhead rate effective dates.
- Variation labels: Composed variation labels now display correctly.
- Space category dimensions: Fixed an issue with space category dimension fields.
- Purchase order site address: Fixed a deep link that prevented navigating directly to the site address on a purchase order.
- Restock grid overlay: Text in the restock grid overlay is now easier to read.
New Features
Recalculate Demand in Restock Orders
You can now trigger a fresh demand calculation directly from the Restock Orders page. A confirmation step lets you review before recalculating, so results stay intentional and auditable.Improvements
- The Restock navigation menu now correctly shows or hides the Orders and Load List sections based on your account’s configuration.
- Freight overrides can now be updated by changing only the override reason — previously this was incorrectly rejected.
Bug Fixes
- In Restock Orders, the Achievable Quantity column was stuck at 0 after running a calculation, even when the calculation completed successfully. Quantities now reflect actual calculated results.
- Demand calculations now correctly handle situations where historical slope data is unavailable, preventing incomplete results.
Improvements
Restock Orders: Updated Inventory Metrics
The metrics sidebar in Restock Orders now gives a clearer picture of what inventory is actually available to write orders against:- “Total Available Quantity” has been renamed to Total Available Trays to match terminology used elsewhere in the app.
- A new Containers on Shipment row shows how much inventory is currently in transit.
- Total Remaining now subtracts both in-transit containers and already-allocated orders from total availability — matching how the Load List calculates remaining availability, so you get a consistent number across both screens.
Restock Orders: Session Status Badge
The session header now displays a color-coded status badge showing whether a session is Draft, Submitted, Synchronized, or Cancelled — so you can see the current state at a glance without having to look it up.Restock Orders: Submitted Sessions Lock for Editing
Once you submit a restock session, the order quantity column and all edit controls (overrides, undo, allocate, re-calculate, submit) are now disabled. This prevents accidental changes to orders that have already been submitted. The session locks immediately after submission — no page reload needed.Restock Orders: Order Quantity Defaults to Achievable Quantity
When you open a new restock session, the Order Quantity column now starts pre-filled with the Achievable Quantity, so you don’t have to manually set starting values.Bug Fixes
- Fixed an issue in Restock Orders where the Achievable Quantity column would show one value before saving and a different value after reloading the page. The column now shows the same value consistently.
Bug Fixes
- Fixed an error that prevented editing order quantities on the Restock Orders page.
Improvements
- In the Restock DBR Session Manager, items with available stock now appear at the top of the list, sorted by quantity. This makes it easier to see what’s ready to restock at a glance.
Bug Fixes
- Fixed an issue in Restock where the order sidebar metrics were not displaying the correct availability quantities.
- Fixed an issue in the Restock DBR Session Manager where all items showed “Avail: 0” even when stock was available for the selected station.
- Fixed a crash that could occur when working in the Fulfill Items section.
- Fixed an issue where the Locations Details tab would reset unexpectedly.
New Features
Customer Freight Charges
You can now configure freight charges at the customer level and override them per location. Choose from no freight, a percentage of the order, or a flat fee. Order totals now display a breakdown showing subtotal, freight, and order total, with the freight amount calculated based on whichever setting applies (location overrides customer).Material Mobile App
The Material mobile app now supports full offline operation. You can count, move, and receive material items even without a connection — operations queue locally and sync automatically when you’re back online. A badge on the History tab and desktop navigation shows pending or failed queue items. Location selection uses a hierarchical drill-down (site > warehouse > bin) for faster, more accurate picking.Restock Allocation Defaults
Restock > Data Management > Defaults now includes an Allocation Defaults section where you can configure reservation percentage and set two priority dimensions for inventory allocation. For this release, allocation type is set to Weighted Distribution. Priority options include Store Class, Demand Quantity, Weekly Rate of Sale, Trailing Sales, Sell-Down Units, and Days Since Last Sale.Improvements
GrowPoint Integration: Fixed Mappings Now Visible
The field mappings that GrowPoint uses automatically (outside of your configurable fields) are now displayed in the integration UI. These rows appear above your configurable list and are clearly marked as fixed — you can see what they map without being able to edit them.GrowPoint Integration: New Configurable Order Fields
The GrowPoint Orders tab now includes Sales Person and Expected Delivery Date as configurable field mappings.GrowPoint Integration: Errors Tab Now Shows Real Data
The Errors tab on the GrowPoint integration detail page previously showed no errors regardless of what had failed. It now displays actual failed sync iterations, including the entity type, error message, and timestamps.GrowPoint Integration: Synced Records Now Populated
The Synced Records section on the GrowPoint Items, Customers, and Orders tabs now shows the individual records processed by recent sync runs, including their status and any error reasons.Restock: Trailing Sales Displayed as Currency
The Trailing Sales column in the Restock Orders grid now displays values formatted as USD currency.Material Item Setup Moved to Produce
The Material Item Setup page is now located at Produce > Production > Material Items. The previous standalone Material desktop app has been removed.Bug Fixes
- The grid ribbon toolbar no longer flickers between collapsed and expanded states when resizing the window. Ribbon buttons now have consistent widths with centered, wrapped labels.
New Features
Restock Unit Totals Panel
A new Unit Totals side panel in Restock Orders lets you see allocation metrics for each item — including Available, Allocated, and Remaining quantities (shown in red when negative). Click any row to focus the panel on that item, or turn off Focus on Selected to view all items at once. Switch between Unit Totals and Metrics views using the ribbon buttons.Portal User Types
When adding or editing a Portal user, you can now choose a User Type — either Customer or your organization’s internal user type. Selecting Customer displays the customer selector field; selecting your organization’s type hides it, making it clearer which kind of account you’re creating.Fulfill Items Card and Grid Views
The Fulfill Items list now supports both a card view and a grid view, giving you more flexibility in how you browse and manage your product catalog.Merge.dev Contacts Mapping
Merge.dev accounting integrations now include a Contacts tab (replacing the previous Customers tab) for field mapping. The Contacts model covers both customers and vendors in a single place, matching how WorkSuite syncs Fulfill customer records. Contact mapping is also available when setting up a new Merge.dev integration through the setup wizard.Improvements
- DBR calculation steps persist across sessions: In Restock, you can now view calculation step explanations on a saved DBR session after reloading the page — not just immediately after running the calculation.
- Integration field mappings are now editable: GrowPoint (items, customers, orders) and Merge.dev (contacts, items) field mapping tabs can now be edited directly from the integration detail page.
- Merge.dev mapping direction corrected: The Merge.dev field mapping UI now shows WorkSuite fields as the source and Merge.dev fields as the destination, reflecting the actual direction data flows. Merge.dev integrations also now appear in the integrations list.
- Toolbar buttons collapse more intelligently: Grid toolbar buttons now fold into overflow menus based on actual available space rather than fixed size thresholds, preventing controls from being clipped or overflowing on grids with many buttons.
- Reserve/Allocate dialog colors updated in Restock: The Reserve mode in the Reserve/Allocate dialog now uses green to match the Restock module’s color palette, instead of the previous yellow.
- Vendor costs load more reliably for large datasets: The vendor costs panel in Material Setup now paginates data, improving performance when there are many vendor cost entries.
Bug Fixes
- Clicking the collapse arrow in the navigation drawer no longer also opens the WorkSuite app launcher.
- Toggling a report schedule on or off no longer shows a spurious error message caused by duplicate submissions.
- Load list cells no longer appear stuck in edit mode (ghost editors) when a column filter is active.
- The load list no longer gets stuck in a loading state when an error occurs.
- In Restock Locations, saving a delivery schedule change now persists correctly after navigating away and back. The page no longer throws a “Maximum update depth exceeded” error when returning from the Delivery Schedules page, success messages now appear consistently for all location saves, and sidebar cards no longer show “No city,” “No retailer,” or “No code” placeholder text for locations where those fields are empty.
- Multiple reliability and correctness fixes across the Produce module, including production events, recipes, schedules, and import/export.
New Features
Ferny AI Assistant
A new AI chat panel is now available in WorkSuite (when enabled for your account). Access it from the search bar in any grid view. You can ask questions, upload CSV or Excel files for analysis, browse previous conversations, and view formatted responses. Chat history is saved between sessions.Schedule Output Format Selection
When creating or editing a report schedule, you can now choose the output format — PDF, CSV, or Excel — directly in the schedule wizard. The selected format appears in the review step before you save.RESTOCK™: Incremental Order Session Loading
Creating large order sessions now processes stores in groups and loads results into the grid as each group completes. A progress banner at the top of the grid lets you scroll and review already-loaded rows while the remaining stores continue processing in the background.RESTOCK™: Live ERP Availability on Orders
The orders page now displays live available quantities pulled directly from your ERP system, replacing the previously cached values. When creating a new session, the item selection list is automatically filtered to show only items that have availability at the selected station.GrowPoint Integration Activity
The GrowPoint integration overview page now shows real sync data — including this week’s activity summary and a history of recent syncs.Improvements
- RESTOCK™ item selection now includes an Availability group-by option, splitting items into “Available” and “Not Available” groups to make selection easier.
- A combination limit is now enforced when creating RESTOCK™ order sessions, preventing sessions that are too large to manage effectively.
- “Add” buttons across FULFILL™, PRODUCE™, and RESTOCK™ now use entity-specific labels (for example, “Add Customer,” “Add Recipe,” “Add Location”) instead of the generic “Add New,” making it clearer what will be created.
Bug Fixes
- Fixed: Changing a location’s delivery schedule in RESTOCK™ now correctly removes the location from the previous schedule and adds it to the new one, keeping both schedule records in sync.
- Fixed: The Store Classification dropdown in RESTOCK™ now reflects your current configurations rather than a fixed built-in list.
- Fixed: Sidebar navigation now correctly highlights the active page when one route name is a partial match for another.
- Fixed: Confirm and cancel actions in batch lifecycle flows now behave correctly.
- Fixed: The RESTOCK™ overrides menu is now properly disabled when no row is selected.
Bug Fixes
- Fixed an issue where station and route filters were not working correctly in restock sessions.
- Fixed an issue where the overrides menu in restock orders remained active when no item was selected.
Bug Fixes
- Fixed an issue in RESTOCK™ Orders where the overrides menu could be accessed without any items selected. The menu is now correctly disabled until a selection is made.
Bug Fixes
- Fixed an issue in RESTOCK™ Orders where store locations could load before their assigned station routes were ready, sometimes returning incomplete or unfiltered results when station-based filtering is enabled.
New Features
Inventory Allocation Engine
A new allocation tool is available for distributing inventory across your stores. You can now open the Allocate panel from the ribbon, set quantities per location, toggle overallocation on or off, and see an Allocated Quantity column directly on the inventory grid.RESTOCK™ Orders Wizard
RESTOCK™ Orders now use a guided session-based workflow. The new wizard walks you through scoped calculations for your restock needs, with location columns visible on the Orders grid. You can also override the target weeks-of-stock per item and edit order quantities inline without leaving the grid.DBR Sessions: Filter by Station
When working in DBR Sessions, you can now filter locations by station, making it easier to focus on the subset of locations relevant to your current planning work.Report Run History
You can now view the execution history for your report runs, giving you a record of when reports were last generated and their outcomes.Merge.dev Integrations
Support for connecting your account through Merge.dev is now available, expanding the range of third-party platforms you can integrate with WorkSuite.Improvements
- DBR calculation results are now saved between sessions, so your work is preserved if you navigate away and return.
- Inventory grids no longer display fully dormant rows by default, reducing clutter and making active inventory easier to scan.
- The inventory CSV importer has been moved into the FULFILL™ module, where it is more accessible during fulfillment workflows.
- The portal now displays your real order history instead of placeholder data.
- The integrations setup page has been reorganized and cleaned up for easier navigation.
- GrowPoint integration fields are now editable, and previously auto-mapped fields have been removed for more control over your configuration.
Bug Fixes
- Fixed an issue where navigating to a URL that no longer exists could redirect you to the wrong page.
- Fixed the portal cart not displaying a fallback image when a product image was unavailable.
- Fixed the purchase order creation form to properly validate state and province fields, and added a site selector so you can choose the correct location when creating a PO.
- Fixed overflow menu buttons remaining disabled when the ribbon control was re-enabled.
- Fixed display issues with the home dashboard and navigation menu.
New Features
RESTOCK™ Orders: Station-Based Filtering
When running a replenishment session, you can now limit the calculation to specific stations. This keeps each location’s orders focused and relevant.RESTOCK™ Orders: Allocation Engine
A new allocation interface lets you distribute available inventory across multiple stores in a single workflow, giving you direct control over how stock is spread.RESTOCK™ Orders: Inline Quantity Edits and Weeks-of-Supply Overrides
Order quantities can now be edited directly in the orders grid. You can also override the target weeks-of-supply for individual items without leaving the page.RESTOCK™ Orders: Session Wizard
A guided session wizard now walks you through setting up a replenishment calculation, scoping it to the right locations and parameters before you run it.Allocation: Overallocation Controls and Quantity Tracking
The allocation panel now includes an action dropdown, a toggle to permit overallocation when needed, and a dedicated column showing how much of each item has been allocated.Store Class Management
You can now create, edit, and delete store classes from settings. Drag and drop to reorder them to match your preferred priority.Pricing Lifecycle Management
A new pricing lifecycle view lets you track and manage the full status of your pricing records over time.Events: Task Mode, Job Mode, and Timers
The Events app now supports distinct Task Mode and Job Mode, with a built-in timer for tracking time spent on activities.Labor Schedule Enhancements
The labor schedule now includes a list view, pivot table, an improved shift assignment experience, and a dedicated worker detail panel.Ferny AI Assistant
An AI assistant is now available inside WorkSuite to help you find information and answer questions as you work.Market Dashboard and Analytics
A new Market Dashboard in the Intelligence module provides analytics and market-level insights in one place.Report Execution History
You can now view a history of past report runs, including when they ran and whether they completed successfully.Accounting Integration Management
Field mappings and read-only entity details are now visible within your accounting integration settings, making it easier to review how data is connected.Real-Time Inventory Updates
Inventory grids now refresh automatically as changes happen, so you always see current stock levels without manually reloading.Customer and Item Lifecycle Management
New lifecycle views for customers and items let you track and manage status changes over time.Round to Full Cart
Orders can now be rounded up to the nearest full cart quantity, helping reduce partial loads.Portal Users in FULFILL™
Portal user management is now accessible directly within the FULFILL™ module.Improvements
- The inventory CSV importer has moved to the FULFILL™ module, keeping your fulfillment tools in one place.
- Fully inactive inventory items are now hidden from inventory grids by default, reducing clutter.
- A most-recently-used filter bar makes it faster to re-apply your commonly used grid filters.
- RESTOCK™ Orders now shows location columns in the orders grid, giving you more context at a glance.
Bug Fixes
- Fixed an issue where the RESTOCK™ Orders session URL was not saved correctly, causing navigation problems when returning to a session.
- Fixed a redirect error that sent users to the wrong page when navigating to a URL that no longer exists.
New Features
Inventory Allocation Engine
You can now distribute inventory across multiple stores using a new allocation workflow in RESTOCK™. The Orders grid includes an Allocate ribbon control, an overallocation toggle, and an Allocated Qty column so you can see exactly how inventory is being distributed at a glance.RESTOCK™ Orders Session Wizard
A new step-by-step session wizard guides you through scoped restock calculations. You can now override the target weeks-of-supply (WOS) per item, edit order quantities inline, and view location columns directly on the Orders grid. Calculation results are saved to your session so you can pick up where you left off.Store Classes
You can now create and manage store classifications under the Customers section. Store classes support full create, edit, and delete actions, and you can drag rows to reorder them to match your workflow.Pricing Lifecycle Controls
You can now inactivate, reactivate, or delete pricing records directly from the pricing list, giving you more control over the lifecycle of your price groups.Purchasing Module Enhancements
The Purchasing module now includes a vendor list with full create and edit support, a vendor side panel with pricing details, a purchase order schedule grid, and a cost dashboard showing labor types, overhead rates, and spend by vendor.Inventory CSV Import in FULFILL™
You can now import inventory data via CSV directly from the FULFILL™ module. The importer walks you through file upload, format validation, data preview, and confirmation before applying changes.Accounting Integrations (Merge.dev)
WorkSuite now supports connecting accounting software through Merge.dev. From the Integrations page, you can configure field mappings, view read-only entity tabs, and monitor sync activity for your connected accounting platform.GrowPoint Integration — Editable Field Mappings
The GrowPoint integration no longer auto-maps fields. You can now review and edit field mappings manually to match your specific setup.Report Execution History
You can now view the history of past report runs from the Reports section, including run status and timing for each execution.Customer Portal Improvements
The customer portal has received several updates:- Order history now shows real order data
- The catalog supports toggling between card and grid views
- Quantity limits are enforced per item
- The portal supports tenant-specific URLs for direct access
- Logout is now available from within the portal
Improvements
- Inventory quantities that fall below zero are now displayed in red, making overallocated or negative stock easy to identify.
- Fully dormant inventory rows (items with no active quantities) are now hidden from inventory grids by default to reduce clutter.
- The Integrations setup page has been streamlined for a cleaner experience when adding new integrations.
Bug Fixes
- Fixed an issue where navigating to a URL that doesn’t exist would not redirect to the correct error page.
- Fixed missing product images in the customer portal cart.
- Fixed state and province validation on the purchase order creation form, and added a site selector so orders are correctly scoped.
- Fixed an issue where overflow menu buttons remained active when the corresponding ribbon control was disabled.
- Fixed unsaved cell indicators in Load List not displaying correctly after silent saves.
New Features
Ferny AI Assistant
A new AI assistant panel is available in WorkSuite. Open the side panel to chat with Ferny, upload CSV or Excel files for analysis, view conversation history, and see AI-generated content inline. Availability is controlled by a feature flag.Customer Portal — Account Page and Improved Order Submission
The customer portal Account page now displays real data including company name, ERP ID, payment terms, locations, contacts, and billing address. When submitting an order from the cart, you can enter or confirm a contact email and phone number, which are sent with the order. The submit button is disabled until at least one contact field is filled. The portal header also shows your real customer name.Portal Users Management
A new Portal Users page is available under FULFILL™ > Portal. View all portal users in a searchable grid, create new users, and edit user details. Managing users now routes through a request system — use the new Deactivate User button with a confirmation dialog to deactivate accounts.Labor Schedule
A new Labor Schedule page is available in the PRODUCE™ module under Labor. It includes a list view grouped by task event type and a pivot view with date columns for day and week modes. Assign workers to tasks from the detail panel, use multi-row selection for bulk assignment, and view a Worker Availability panel that highlights scheduling conflicts and unassigned workers.Intelligence Module — Market Dashboard
A new Intelligence module provides market intelligence for horticulture professionals. The dashboard includes sections for market conditions, season tracking, demand signals, input costs, pricing and margin analysis, industry outlook, and business performance benchmarking. Explorer, Research, and Reports views are also included. The module is marked Beta.Events Module
The Events app is now accessible from the dashboard and sidebar. Use the Task Mode and Job Mode tabs to navigate. Additional features will continue to roll out in subsequent updates.GrowPoint Integration Management
A full integration management workflow is now available under Integrations. Add a GrowPoint integration through a multi-step wizard, configure field mappings for Items, Customers, and Orders, and manage the integration from a detail page with run controls, scheduling, and tabs for errors and history.DBR Order Calculation with Calc Steps
The RESTOCK™ Orders page now automatically runs the DBR replenishment calculation after order items finish loading. Calculated fields — Weekly Rate of Sale, Predicted On Hand, Target On Hand, Sell Down, and Demand Quantity — appear directly in the grid. Right-click any row and select View Calc Steps to see a breakdown of the calculation with severity indicators and expandable context for each step.Reserve/Allocate Rules
Reserve and allocate rules can now be configured in DBR sessions and affect the Achievable Quantity shown in the grid. Rules are set by hierarchy level (program, product group, category, subcategory, or item). The Calc Steps dialog shows reserve metrics including Reserve %, Allocate %, Greenhouse inventory, Available to Ship, and Achievable Quantity.Round to Full Cart
Round to Full Cart is now a persisted override action in the Overrides menu on the RESTOCK™ Orders page. A dialog lets you select specific stores and preview the quantity impact per item before applying. The auto-apply setting in Defaults also uses this mechanism.Real-Time Inventory Updates
The Live Goods grid on FULFILL™ > Product > Inventory now updates automatically when inventory items are created or modified, without requiring a page refresh.Production Cost Features
Several cost tracking capabilities are now available in the PRODUCE™ module:- Recipe Costs tab — A new Costs tab on the Recipe detail panel shows an estimated cost per unit with a proportion bar (Materials / Labor / Overhead), expandable category sections with per-unit and total amounts, and individual cost event line items with source level tags.
- Cost Readiness Banner — Shows how many of your recipes are costable, dismissable for 1 day, 1 week, 30 days, or indefinitely.
- Labor Source Configuration — Configure whether a recipe’s labor costs are calculated per unit or event-based from the Costs tab.
- Site Cost Configuration — A new Costs page under PRODUCE™ > Purchasing lets you manage Labor Types and Overhead Rates per site location.
- Labor Rates — View labor rates by labor type and site location in a read-only reference grid.
- Labor $/Unit on Items and Categories — Labor cost per unit is now visible and inline-editable on both the Categories grid and Production Items grid. Values inherited from a category appear in italics.
- Production Schedule Cost Breakdown — The cost sidebar on the Production Schedule detail panel now shows real data — Materials, Labor, Overhead, and Estimated Total — with a warning when cost information is incomplete.
- Units/Hr and Labor Type on Task Events — The Edit Task Event Detail modal now includes Units/Hr and Labor Type fields.
Order Allocation with Strategies
The order allocation modal has been redesigned with an expandable master-detail grid showing inventory locations per line item. Choose from six allocation strategies: Highest Grade, FIFO, LIFO, Single Location, Priority, and Balanced. Over-allocation is visually indicated with a red progress bar.Item, Customer, and Category Lifecycle Management
Inactivate, activate, and delete actions are now available from the item, customer, and category edit forms. A status column in each grid shows Active or Inactive, and inactive records are excluded from selection dropdowns across the app.MRU Filter Bar
A toggleable filter bar is available in the AG Grid ribbon. When active, it shows your current column filters as chips. Click the × on a chip to clear that filter, or click the green check to pause all filters temporarily. A dropdown history stores up to 10 recently used filter combinations, persisted across sessions.Enhanced Grid Layout Save/Load
Grid layouts now save column state, active filters, and conditional formatting rules together. A ribbon dropdown lets you switch between saved layouts, see which layout is active, and import or export layouts as JSON files to share with other users.Portal Catalog with Real Pricing and Favorites
The customer portal catalog now shows real inventory availability, including live quantity and availability indicators. Pricing reflects your account’s default price group including quantity breaks — the price column updates as you enter a quantity. A Favorites filter chip lets you view only your favorited items.Quick Orders Persist to Backend
Quick Orders created in FULFILL™ > Portal now save to the backend and are available in the customer portal across all sessions. Create, edit, or delete quick orders from the FULFILL™ admin grid.Route and Shipping Notes on Orders
Customer locations now support Route and Shipping Notes fields. These pre-fill on new orders when a location is selected and can be overridden on the order form. They appear in read-only order views as well.Vendor Cost Grid in Material Items
The Material Items side panel’s Vendors tab now includes a cost grid showing unit cost, effective date, and default vendor status per vendor. Costs are editable inline and saved immediately.PRODUCE™ Module Sidebar Reorganized
The PRODUCE™ module sidebar is now organized into five domain groups: Production, Labor, Inventory, Purchasing, and Capacity. All existing pages are at the same URLs.Side Menu Reorganized
The main sidebar has been reorganized:- Insights group: Intelligence, Activity Center
- Administration group: Settings, Integrations
- Account renamed to Profile
- Help renamed to Support
Improvements
- Dropdown selectors throughout the app now show a loading spinner while data is being fetched, instead of blocking the field with “Loading…”
- Inventory action dialogs (Add, Adjust, Grade, Move, Scrap) now support Enter to submit and Escape to close
- Action buttons in modals are now pinned at the bottom of the screen and no longer require scrolling to reach
- The Load List grid now shows both filtered totals and full dataset totals side by side when a column filter is active
- The Carts column in the RESTOCK™ Orders grid now shows two decimal places (e.g., 2.01 instead of 2.0) for more precise round-to-cart decisions
- The availability app site selector and sub-location dropdowns now load correctly
- The GrowPoint integration schedule now displays the actual saved day and time instead of always defaulting to Monday at 6:00 AM
- The inventory grid now refreshes immediately after inactivating, activating, or deleting an item — no manual page refresh needed
- The font across WorkSuite has been updated to Inter
- The Intelligence module is labeled Beta in both the sidebar and on its dashboard page
Bug Fixes
- Fixed an issue where the RESTOCK™ Orders page was sending hundreds of repeated requests per minute, causing significant slowness
- Fixed an error that prevented creating a GrowPoint integration (“Failed to create integration. Please try again.”)
- Corrected a GrowPoint field mapping that referenced the wrong database column for order shipped quantities
- Fixed the portal user Enabled toggle, which was non-functional; replaced with a Deactivate User button and confirmation dialog
- Fixed load list session errors appearing as a full-page block; they now show as a notification toast
- Fixed items with no UPC causing display and calculation issues in the load list
- Fixed restock rules not deleting correctly from the Items and Locations tabs
- Fixed dates displaying as the previous calendar day for users in US time zones, particularly in the evening
- Fixed inventory adjustments returning errors after a backend input type rename
- Fixed an issue where adding line items to an order and then advancing its status could discard the unsaved items
- Fixed the order side panel showing stale data after adjusting, grading, scrapping, or moving inventory items
- Fixed the Scrap dialog showing an outdated maximum quantity after a prior adjustment
- Fixed round-to-full-cart preview showing incorrect quantities due to floating-point precision and item matching issues
- Fixed bulk scrap and move operations sending the total combined quantity to each item instead of draining per item
- Fixed a race condition in the load list where editing one cell while another was saving could overwrite the second edit
- Fixed the Overhead tab Edit button not enabling cell editing on the $/sqft/week and Effective From columns
- Fixed the integration enable/disable toggle not reflecting the change in the UI without a page refresh
- Fixed dark mode styling on the Integration list page
Bug Fixes
- Fixed an issue where the location selector in the Availability section was not loading sites and sub-locations correctly. Locations now appear and sync as expected.
Bug Fixes
- Session errors on the load list now display a notification message, so you are clearly informed when your session needs attention instead of the issue going unnoticed.
Bug Fixes
- Fixed an issue in the load list where items without a UPC barcode could cause incorrect quantity tracking or duplicate entries. Affected items now load and update correctly.
New Features
Labor Schedule
A new Labor Schedule is now available under PRODUCE™ > Schedules. Production managers can use it to view labor demand and manage worker assignments for upcoming tasks.- List view shows tasks grouped by type, with a side panel for per-job breakdowns
- Pivot view displays labor demand across dates, switchable between day and week modes
- Assign workers to individual tasks or multiple tasks at once using bulk selection
- Worker availability panel lists workers individually, highlights their assignments in the schedule, and flags anyone double-booked on overlapping tasks the same day
Bug Fixes
- Fixed an issue with GrowPoint integration where the shipped quantity field was incorrectly mapped, which could cause order data to appear incomplete or missing after import
New Features
Portal Users Management
You can now manage customer portal access directly in WorkSuite under FULFILL™ > Portal > Users. From this page you can:- View all portal users in a searchable, sortable list
- Create new portal users and assign them to a customer
- View individual user details, reset passwords, and resend invitations
- Deactivate portal users when access should be removed
Improvements
- The PRODUCE™ module sidebar is now organized into focused sections — Production, Labor, Inventory, Purchasing, and Capacity — making it easier to navigate to the area you need.
Bug Fixes
- Fixed an issue in the GrowPoint integration where the sync schedule always displayed Monday at 6:00 AM instead of the actual saved day and time.
- Fixed an issue where deleting restock rules from the Items and Locations tabs within a restock record was not working correctly.
New Features
Intelligence Module (Beta)
A new Intelligence section is now available in the sidebar under Insights. It includes a market dashboard with economic indicators, weather and season tracking, demand signals, input cost monitoring, pricing and margin analysis, and business performance benchmarking. Also includes an Explorer for custom data comparisons, a Research hub with curated industry articles, and a Reports builder. Look for the “Beta” label — this module is in early access.Events Module
A new Events section is now available from the dashboard and sidebar. It includes two modes — Task Mode and Job Mode — with additional features arriving in upcoming releases as the backend comes online.GrowPoint Integration Management
A new Integrations section (accessible from the sidebar under Administration) lets you connect and manage your GrowPoint integration. Use the step-by-step wizard to add an integration, configure field mappings for Items, Customers, and Orders, and enable or disable imports. You can run imports on demand or on a schedule, and view import history and errors from the detail page.Production Cost Tracking
Several cost tracking features have been added across PRODUCE™:- Recipe costs — A new Costs tab on the recipe detail panel shows material, labor, and overhead cost breakdowns with a proportion bar and completeness indicators. Configure whether labor costs are calculated per unit or from task events.
- Production schedule costs — The Cost Breakdown sidebar in Production Schedule now shows real calculated costs: Materials, Labor, Overhead, and Estimated Total. Warnings appear when cost information is incomplete and explains why.
- Vendor costs — View and edit vendor unit costs and effective dates directly in the Material Items Vendors tab.
- Labor rates — A new Costs page under PRODUCE™ > Data Management includes Labor Types, Overhead Rates, and Labor Rates tabs. Configure overhead cost per sq ft per week and manage labor types per site location.
- Category and item labor costs — Set labor cost per unit at the category and production item level directly from their grids and forms.
Item, Customer, and Category Lifecycle Management
You can now inactivate, activate, and delete items, customers, and categories directly from their detail forms. Inactive records appear with grey italic styling in grids and are hidden from selection dropdowns throughout the app.Real-Time Inventory Updates
The Inventory page now reflects changes automatically — when items are created or modified, the grid updates without requiring a page refresh.DBR Replenishment Calculation
The RESTOCK™ Orders page now runs the DBR replenishment calculation automatically after a session loads. Calculated fields — Weekly Rate of Sale, Predicted On Hand, Target On Hand, Sell Down, and Demand Quantity — appear directly in the grid. Right-click any row and select View Calc Steps to see a step-by-step breakdown of how the quantity was calculated for that item.Reserve and Allocate Rules in DBR
Reserve and Allocate rules configured in a DBR session now affect the Achievable Quantity shown in the orders grid. Reserve metrics (Reserve %, Allocate %, Greenhouse Inventory, Available to Ship, Achievable Qty) are visible in the Calc Steps dialog.Round to Full Cart
Round to Full Cart is now a persistent override action in the Overrides dropdown menu rather than a display-only toggle. Select which stores to round, preview the quantity changes before confirming, and use the Undo option to revert if needed.Customer Portal Enhancements
- Catalog items now show real prices from your default price group, including quantity break pricing that updates as you enter quantities
- Availability quantities reflect real inventory data
- Quick Orders are now saved to the backend and persist across sessions
- A new Favorites chip in the catalog category ribbon lets you filter the catalog to only your favorited items
- Cart totals reflect correct tiered pricing
Order Allocation Overhaul
The allocation modal now uses an expandable master-detail grid showing inventory locations and quantities per line item. Choose from six allocation strategies: Highest Grade, FIFO, LIFO, Single Location, Priority, and Balanced. Clear All immediately recalculates available quantities, and over-allocation is visually indicated.Navigation Reorganization
The sidebar navigation has been regrouped for clarity:- Insights combines Intelligence and Activity Center
- Administration combines Settings and Integrations
- Account is now Profile
- Help is now Support
Grid Layout and Filter Improvements
- Save and load grid layouts using new ribbon dropdown menus — no more modals. Layouts now include active filters and conditional formatting rules.
- A new Filter Bar in the ribbon shows your active filters as clickable chips. Click × on a chip to clear that filter, or click the green checkmark to pause all filters temporarily.
- Filter Bar history remembers your last 10 filter combinations, saved across sessions.
- Export and import layouts as JSON to share them with other users.
DBR Locations Enhancement
DBR Locations now include three detail tabs: Details, Notes, and Rules. Create and edit locations with a dedicated location form, and manage reserve/allocate rules for both items and locations from the Rules tab.Route and Shipping Notes
Route and Shipping Notes fields are now available on customer locations and order forms. Set default values on a customer location and override them on individual orders. Both fields are available as optional columns in the customer location grid.Improvements
- Dropdown selectors throughout the app now show a loading spinner instead of a “Loading…” placeholder while data fetches
- The Carts column in the RESTOCK™ orders grid now shows 2 decimal places (e.g., 2.01 instead of 2.0), improving round-to-cart decision accuracy
- Modal action buttons (Save, Cancel, etc.) are now pinned to the bottom of the screen and remain visible without scrolling
- The Inventory side panel now automatically refreshes after you Adjust, Grade, Scrap, or Move an item — no need to reselect the item
- Inventory action dialogs (Add, Adjust, Grade, Move, Scrap) now support keyboard shortcuts: Enter to submit and Escape to close
- When a filter is active in the Load List grid, four pinned rows appear showing both filtered totals and unfiltered totals side by side
- Production Schedule columns have been renamed for clarity: Production Time → Grow Weeks, Seed Date → Start Date, Week → Ready Week #
- Lot and Job columns in the Production Schedule now show sequential numbers generated by the backend, which remain stable across pagination and multi-user sessions
Bug Fixes
- Fixed an error when creating a GrowPoint integration that incorrectly showed “Failed to create integration. Please try again.” even when the integration was created successfully
- Fixed dates displaying as one day earlier than expected for users in US time zones when viewing or editing date-only fields
- Fixed a race condition in RESTOCK™ order quantity entry where quickly editing multiple cells could cause some entered values to be lost
- Fixed bulk Scrap and Move operations that were sending the total combined quantity to every selected item instead of each item’s individual quantity
- Fixed order line items not being saved when advancing an order’s status (e.g., clicking Open or Submit)
Bug Fixes
- Fixed an issue in cycle count assignments where items with inventory recorded at both parent and variant level in NAV were appearing twice on the assignment card. Assignments now show each item once and display variant information when applicable, preventing accidental double-counting during cycle counts.
Bug Fixes
- Fixed an issue where dates could display as the previous day for users in US time zones, particularly when viewing records in the evening. Affected areas include orders, fulfillment, rules, and load lists.
Bug Fixes
- Fixed an issue with the load list not displaying correctly.
- Fixed an issue on the Load List where starting a new session while a cell was still being edited could cause errors.
- Fixed an issue in the load list where typing a quantity in one cell, then starting to type in another cell before the first value saved, could cause your in-progress value to disappear and reset to zero. Your partially-typed value is now preserved and restored after the save completes.
Improvements
- The restock load list now stays up to date automatically, syncing the latest data so you always see current stock information without needing to manually refresh.
New Features
Production Schedule
A new Production Schedule page is now available in the PRODUCE™ module. View production lots and their associated jobs in a tree layout, create new lots, and manage overrides for customer, location, plan, and schedule dates. A details panel shows job information, recipe details, spacing events, and linked orders.Perpetual Inventory
A new Inventory section is available under FULFILL™ > Product. The Live Goods tab displays current inventory grouped by item, with options to add, adjust, move, grade, and scrap items. The Availability tab provides a cross-item view of available stock across locations, with filters for location, grade, and item type. Both tabs support CSV export.DBR Session Management
You can now create and manage DBR sessions end-to-end. Features include item and location selection, quantity override controls (including setting quantities to zero), the ability to undo overrides, and submitting sessions with a Synchronized status.Notes on Order Line Items
You can now add notes directly to individual line items on an order.Reports
Reports are now connected to live data. Build, preview, schedule, and manage reports from the Reports section. Report schedules support recurring delivery with configurable parameters.Availability CSV Import
A step-by-step import wizard is now available for importing availability data via CSV.Improvements
- Location address fields now adapt based on location type, so only relevant fields are shown for each location.
- Grower Cost and Customer Sell Price are now optional fields when creating or editing items.
- Non-admin users now see only the orders assigned to them by default.
- Customer forms have relaxed field requirements, making it easier to add new customers.
- Item and order forms have been streamlined with simplified field sets.
- The Categories page no longer displays Unit of Measure and Category Name fields.
- Customer CSV import now supports importing contact type, email type, and phone type information.
- Save, Cancel, and Exit actions are now consistent across all forms and modals.
Bug Fixes
- Load List totals now correctly recalculate when column filters are applied.
- The location dropdown in Inventory no longer shows an error when opening the Add Item or Move Items dialogs.
- Fixed an issue where signing in sometimes produced errors on the initial app load.
- Fixed an issue where orders created for customers with multiple locations sometimes used the wrong location.
- Fixed pagination, filtering, and case-insensitive matching in the pricing CSV import.
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.
- 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.