| Status | Tasks | Description |
| New Enhancement | 4697 | Added a short cut for PO complete on PO dashboard screen. |
| New Enhancement | 4717 | Once the “Closed Date” of a PO is populated with a date, the ability to modify (up or down dates) purchase cost of items on that purchase order to be locked out. |
| Fix | 4771 | Inventory item that is completed, available, received, PO completed cannot have Part Add function performed on it – Fixed |
| New Enhancement | 4715 | We now allow the ability to modify attributes and User Defined Fields of inventory items even after invoiced |
| New Enhancement | 4733 | Added AP vendor bill number to Bill export to Excel. |
| Fix | 4720 | Shift click is carried from on page on inventory list to another |
| Fix | 1910 | When filtering Inventory by SO #, export to Excel was not working. |
| Fix | 4721 | User selection issue when using add Invoice Item in Return module. – Fixed |
| Fix | 4736 | Reports >> Invoice Payments and Credits Report did not export to excel. |
| Fix | 4711 | When inventory items on SO was returned for credit the inventory comments for that item moved back to inventory comments, this is now fixed. |
| Fix | 4755 | SO reserve has an issue for items that shared the same item number but have different manufacturers on the same PO and this is now fixed. |
| Fix | Internal QA | The CLEI flag is not set for the line added in the PO when it is created from the Master item. |
| New Enhancement | 4694 | Add weight clolumn to Bulk Part Removal, Workflow Screen, and item info screen. |
| New Enhancement | 4698 | Allow set purchase costs based on category type from the client vendor code. |
| New Enhancement | 4706 | Added a new feature to track mass balancing with inventory weight. |
| Fix | 4767 | Inventories/Update/XML and Inventories/Update/JSON won’t update warehouse field – API fixed |
| New Enhancement | 4716 | Allow “Bulk Part Removal” on more than 1 PO at a time with different MFG. |
| New Enhancement | 4605 | Add a total quantity line for number of items that are on the sales order to the sales order template and pick list template. |
| Fix | 4744 | Convert to Vendor Credit Bill in Vendor Prepayments generating incorrect Ledger Transactions is now fixed. |
| New Enhancement | 4588 | Under advance bulk scan, we have now added the option to do bulk part add, removal and breakdown. |
| New Enhancement | 4727 | Under labels, we created a 4×6 skid tag |
| New Enhancement | 4668 | PO’s and SO’s now have Bill of Ladings |
| New Enhancement | 4728 | Updated the receiving document, to be more modern. |
| New Enhancement | 4712 | From the SO screen, added a button to upload excel file with inventory id, price, to reserve all to SO with price from a excel file. |
| New Enhancement | 4669 | We now allow non-inventory items to be received or invoiced alone on a PO or SO |
| New Enhancement | 4660 | Added a new function to apply non-inventory items to a Bill from a PO when you click apply to bill on the PO. |
| Fix | 4772 | When invoicing a bulk item it was not putting the invoiced comment into the inventory comments his table. |
| New Enhancement | 4713 | We now allow update Purchase Cost from inventory update. |
| New Enhancement | 4757 | NEW! Import Bank Statement records for semi automatic bank reconciliation. (BETA) |
| Fix | 4725 | Need to increase the max no lines on PO reserve API call from 10 to 20. |
August 12, 2024 – By IQreseller
Using the IQ Reseller Mobile App, you can now create Purchase Orders from the phone app. Following the steps below you can do the following when using the app from your phone. It is not intended to replace the main application but make taking pictures and creating POs on the go much easier.
2. The Purchase order screen you can click on the plus icon in the upper right hand to create a new PO.
3. You can also, search or existing Purchase Orders in your database.
4. Or you can tap to view on one of the Purchase Orders in the view screen
5. When you are creating a new Purchase order and after picking the vendor ID code. You can add any of the following data in the screen image above. No of these is required
6. After you added the information, you wish to have on the purchase order. You can tab to add line items, and the following screen will appear. You can adjust the qty, condition code, weight of the line item, location and the items purchase price.
7. Once this is complete, make sure you tap submit.
8. After adding the line-item info, you can adjust the PO’s addresses from the previous screen.
9. Lastly, after creating the PO or when you are viewing a existing PO. You can take or upload phots to the attachment tab of the PO.
10. You can also view attachments from the PO or from what you uploaded.
April 02, 2024 – By IQreseller
| Status | Tasks | Description |
| Fix | 4292 | Fixed the inventory summary report to use the “Sort By” options. |
| New Enhancement | 4327 | Added a batch number to AP Payments records then added the ability to void all payments in that batch number at one time. |
| New Enhancement | 4492 | Removed Print Function from Ledger > Ledger Transactions and Add Export to PDF function |
| New Enhancement | 4508 | Added the apinvoice vendor invoice number as Vendor Bill to Bills Payments and Credits report. |
| Fix | 4509 | Bill was not being generate due to timing issue, duplicate key value for apinvoicedetailid which is now fixed. |
| New Enhancement | 4518 | Added more room in the footer when printing invoices allow it to be a little taller/higher space for data. |
| Fix | 4534 | Now allowing Credit to APinvoice/Bill to have the paymentID on the general ledger transaction like the regular payments. |
| New Enhancement | 4557 | Added PO id of inventory item non-inventory item removed from to general ledger transaction for the part removal of a non inventory item. |
| New Enhancement | 4558 | Added option to turn off the intervals column on the Profit and loss report. |
| Fix | 4633 | P&L Report didn’t line up with Report Admin Report Name. |
| New Enhancement | 4692 | When a user copies a invoice, it will not longer post it right away until the copied invoice is saved. |
| New Enhancement | 4663 | When a user copies a bill, the system will not post the bill until the bill is saved. |
| Fix | 4566 | Sales/Purchase Tax Report was not contingent on Customer’s Residential Country. |
| Fix | 4686 | When voiding a APpayment, we now advise of a currency adjustment in the original posting session and use that in void session. |
| Fix | 4690 | We now allow the change the currency rate on manual ledger transaction once date is entered. |
| New Enhancement | 4624 | Added a check box selection on all 3 reports under the commission reports drop down, Paid invoiced margin, Unpaid invoiced margin, All invoiced margin. |
| Status | Tasks | Description |
| Fix | 4421 | SO imported can now be voided |
| New Enhancement | 4527 | Expand Comments of the CI. |
| Fix | 4561 | PO list contract selection option screen allows user to use the magnifying glass to select another rep’s PO to print the contract and is now fixed |
| Fix | 4693 | User could not unreserve items even with unreserve/unreserve is marked in Access and when show prices is unmarked. |
| Fix | 4596 | Create PO from SO – PO ship to field defaulting to customer information when it should not have and is now fixed. |
| Fix | 4627 | System was allowing users to add more items to a invoices SO replacement during the return of a SO. This is now fixed to create a new SO for replacement when the first SO has been invoiced. |
| Status | Tasks | Description |
| New Enhancement | 3727 | Added a clear marks button under inventory. |
| Fix | 3764 | Maxlist Marketplace status data entry issue is now fixed. |
| Fix | 3948 | Action date and actual date was not getting timed stamp on import inventory on inventorycomments table. |
| New Enhancement | 3960 | Added a Inventory Access Right for Maxlist. |
| New Enhancement | 4400 | Maxlist > BrokerBin Status – last update filter should include a greater than option and it has now been added. |
| Fix | 4500 | Shipping Service was not saving default in System Shipper Setup. |
| Fix | 4547 | Inventory Breakdown displays rounded unit cost and it should not have. |
| New Enhancement | 4688 | New 2×1 Label to show item number. |
| New Enhancement | Shipping Project | New UPS customs screen based on Easypost – Please view this support KB as all UPS users in Globalship have to switch to Easy Post by June 1 2024. https://support.iqreseller.com/en/kb/easypost-ups-registration |
| New Enhancement | Shipping Project | New FedEx customs screen to go with new shipping window. |
| Fix | 4572 | The inventory comments table shows item received after a location change when item was in transit and it should not have. |
| New Enhancement | Shipping Project | UPS from Easy Post – please view this support KB as all UPS users in Global ship have to switch to Easy Post by June 1 2024. https://support.iqreseller.com/en/kb/easy post-ups-registration |
| Fix | 4592 | FIXED – Import attributes must not create a record in attribute value table for attributes that is a text attribute. |
| Fix | 4593 | System comments on inventory item for write down is now worded to make it sound better. |
| Fix | 4636 | Add inventoryID to view inventory from the inventory or inventory history list. |
| New Enhancement | 4639 | Added under the im import update of master item to show url of image in the mappable list. Update in new Master Item import as well. |
| New Enhancement | 4616 | Added a comment to system comments and to the actions/Comments table when location is changed during cycle count. |
| Fix | 4619 | Inventory comments table dates/times are now displaying the correct dates and times. |
| New Enhancement | Shipping Project | Shipping UI is improve for SO view performance, better View of shipping screen, and additional settings for Providers based on the new requests on FedEx and UPS. https://support.iqreseller.com/en/kb/how-to-ship-in-iq |
| Status | Tasks | Description |
| New Enhancement | 4641 | Add non-inventory item from the Insert SO API call |
| New Enhancement | 4691 | Avalara Enhancement – Marketplace location transactions to stop taxes from being added for some retail sales. |
| New Enhancement | 4640 | Created non-inventory item in the Insert master item API call |
| Fix | Fix | SO ship status is not updated when shipment is updated via API, this is now fixed. |
| New Enhancement | External | IQ now offers a eBay Integration! Please view this link to learn more: https://support.iqreseller.com/end/kb/eBay-integration-details |
November 20, 2023 – By IQreseller
| Status | Tasks | Description |
| Fix | 4609 | Item Number disappears when changing a Clei Item under Inventory is now fixed. |
| Fix | 4595 | The create PO from SO with purchase packet enabled, failed, and just hangs on the creation. This is now fixed to load without issue. |
| New Feature | 4587 | Added a qty count on Bulk Advance change menu. When you scan a item, it will now count how many items you have scanned and marked. |
| New Feature | 4578 | Due to new tax laws within MN IQ added 2 more tax boxes to the tax structure for a total 6 taxes options within IQ. You can now have 6 possible taxes on the following menus screens: 1. PP Print 2. PO Print 3. PO Export to Excel 4. PO Contract Print 5. PO Contract Export to Excel 6. AP Invoice Print 7. AP Invoice Export to Excel 8. AP Invoice Export to XML 9. SP Print 10. SO Print 11. SO Contract 12. SO Contract Export to Excel 13. AR Invoice Print 14. AR Invoice Print (French) 15. AR Invoice Export to Excel 16. AR Invoice Export to XML 17. Sales- Purchase Tax Report 18. Sales- Purchase Tax Report – Export Excel 19. VAT-Tax Report 20. VAT-Tax Report Export to Excel 21. Tax Reconciliation 22. Invoice Register Print 23. Invoice Register Export to Excel 24. Tax Reports |
| Status | Tasks | Description |
| New Feature | NA | when a user changes the drop down for the date selection page of the client portal, it will now save to the last known date range selected. |
September 3, 2023 – By IQreseller
| Status | Tasks | Description |
| New Feature | 4565 | IQ reseller PAY Link not being sent with Early Invoice |
| New Feature | 4559 | For customers running Avalara AvaTax, added logic to make AvaTax Code mandatory in Master Item. |
| Fix | 4574 | When users had used cycle count for location change function. It was updating the inventory item and on the SO, but will no longer up the SO detail line’s location when item is reserved. |
| New Feature | 4552 | Released API |
| Fix | 4555 | Cvcode lookup on reports >> invoice >> invoice print failed does not choose cvcode selected by user |
| Fix | 4213 | Show associated item number on SO reserve screen when associated logic is enabled on Admin system setup |
| New Feature | 4554 | IQ now allows users to update associated items after receiving |
| New Feature | 3707 | When a user creates a new one time address(es) when a document is copied like a SO, PO, SP, PP, invoice bill |
| New Feature | 4443 | New 1×3 label |
| New Feature | 4403 | Created a vendor statement report |
| New Feature | 2871 | Added item number and description to excel output of the paid invoice margin report. |
| New Feature | 4582 | SO Reserve API using Itemnumber/Mfgr/Condition from Inventories |
| Fix | 3714 | Fixed to made sure that main contact, bill to, ship to and remit to contacts are always the top contacts (page one) when viewing a Client Vendor |
| Fix | 4571 | Printed Ship To Country Didn’t match CV Ship To. |
| New Feature | 4542 | API Receive Inventory – Reserved Inventories’ Serial number, Warehouse, Location not updated in the SO line items |
| Fix | 4394 | View Inventory Access setting was not working |
| New Feature | 4585 | Extend the Get All Shipments – Fetch additional columns detail(BlindShipment and DropShipment) – API |
| Fix | 4584 | Allows for the convert taxable SP/SQ to SO/ST does not update the amount and foreign amounts on the SO/ST header record. |
| Fix | 4174 | Changed the verbiage for “Convert Vendor Prepayment to Credit Invoice”. |
July 14, 2023 – By IQreseller
| Status | Tasks | Description |
| Fix | 4524 | Calculate avalara avatax on Add Line function in a Return Credit Memo. |
| Fix | 4191 | Added an option to show currency symbol on printed checks. |
| Fix | 4342 | Fixed Avalara tax is putting full new amount of tax into the ledger transactions for a change of unit price on AR invoice, instead of the amount of tax change. |
| Fix | 4419 | Delete Function in Admin > Terms is now working. |
| Fix | 4427 | When a user is now voiding an ARpayment, users will now know if there was a currency adjustment in the original posting session which it will now use that in void session. |
| Fix | 4431 | Corrected the prepayment void field, void status now appears. |
| Fix | 4433 | Added Total Credit Remaining to print from a CREDIT AR invoice. |
| Fix | 4448 | FIXED: Bills >> Payment and Credit report to now pull. |
| Fix | 4476 | Corrected the credit invoice created from returns on Inventory history page that has amount 0.00 to now put in a paid in full date. |
| Fix | 4506 | Corrected the rounding adjustment Issue when SO prepayment is applied with manual adjustment in the amount |
| Fix | Internal | Filtering now works under Payment and Credits in the Invoice |
| Fix | Internal | Print Sample Check is now fixed. |
| Fix | Internal | Ledger Transaction Screen >> Print Setup -> Remove unnecessary scrollbar. |
| Fix | 4488 | SO number will now be included on Ledger entries generated from tax adjustments done on an Invoice. |
| Fix | 4451 | Corrected the filtering issue for the CV Contact Ismaincontact, ship to, remit to and bill to. As well as the scrollbar issue in lookup for CV shipping and New/View. |
| Fix | 4386 | When a user clicked on item label it did not sort correctly on write down list after retrieval and it is now fixed to do so. |
| New Feature | 4460 | Added warehouse column to the inventory write down selection screen. |
| Fix | 4484 | Bills >> Unpaid screen has added new filters. |
| Status | Tasks | Description |
| Fix | 3063 | Corrected the Copy PO: Return Pending Action Type PO record copies the return pending type when it should NOT have. |
| Fix | 3631 | Allow margin split screen to appear when default margin is set to 0 % |
| New Feature | 4387 | Added search filters to the Price History window. |
| Fix | 4416 | Print name will now show instead of Code for the buyer and seller in the section 5: ACCEPTANCE: area of print PO Contract. |
| New Feature | 4417 | Added the access setting for sales – margin summary & sales – Sales Margin report for “Show for all Reps”. |
| Fix | 4424 | A space will now appear when you add a new new line character to the internal comments under the bill screen. |
| New Feature | 4428 | Added an option to admin >> system setup >> SO to copy SO internal comments to Invoice internal comments. |
| Fix | 4432 | When a user added an apostrophe in mfgr it prevented inventory from being reserved and this has been corrected. |
| New Feature | 4436 | Implemented new logic tool to diagnose the ledger accounts in System setup and display the status. |
| Fix | 4444 | The wrong corporate ledger account for Returns-COG was created and used when Scrap at Client site was used in the RMA. |
| Fix | 4445 | When using the Create PO from SO the system was selecting the wrong Ship To Address when a user was changed from default. |
| New Feature | 4450 | Added the function to include SO Non-Inventory items to Early Invoice. |
| New Feature | 4452 | Added a verification on delete of potype from the potype table. |
| Fix | 4455 | Corrected PO Void from being allowed for prepaid PO’s. |
| Fix | 4457 | Ship to on SO by hitting a “one time” did not give the message box asking to change shipments to this address and this feature was added to allow this pop-up. |
| Fix | 4458 | Made “all manufacturer” box wider to be able to see all mfgr selected for master item list report. |
| Fix | 4470 | SP line item >> The item number gets cleared when an Item is looked at and is invoked and Cancels it. This has been corrected. |
| Fix | 4473 | Under Returns -> Return Reason Code Delete validation has been corrected to validate. |
| New Feature | 4474 | Added poid and line number to scan serial number screen. |
| Fix | 4475 | Location has been added when you export the SO out of IQ to excel. |
| New Feature | 4479 | Add the ability to search under reserve in the SO reserve screen. |
| New Feature | 4480 | Added a method to delete import mappings for SO import. |
| New Feature | 4481 | Added a method to delete import mappings for PO import. |
| New Feature | 4483 | Added the ability to add PO and SO from Master Items. |
| Fix | 4494 | Corrected the logic to stop permissions from now saving all the time. |
| Fix | 4502 | Corrected the SO and PO from not displaying correctly when a Mfgr was chosen. |
| Fix | 4511 | Received and current fields on inventory comments table records incorrect when item is remove/deleted on receive screen. This is now corrected to display correctly. |
| Fix | 4517 | Allow the refresh of the sub-category update list after save on a sub-category record. |
| Fix | 4519 | Corrected the Email Notification Saying Message Sent even with Interactive Off and when inactive is not enabled or email is not setup the pop-up will no longer appear. |
| Fix | 4540 | Early Invoice message was not grammatically correct and had no space between the words early & invoice for Early Invoice, it has now corrected. |
| Fix | 4546 | Added logic to stop duplicate substitute records from being added. |
| Fix | Customer Issue | The Attachment MAX limit was not working based on System Setting and logic was added to enforce this. |
| Fix | Customer Issue | Maxlist – Delay Logic Implemented and Skipped the batch processing when invalid items exist and proceeded during Full Sync. This will allow Maxlist to sync faster and stop the hang ups from happening. |
| Fix | Internal | SO and SP line-item window cancel button mouse hover was causing users issues and corrected the logic to fix this. |
| Fix | Internal | Inactive item had shown on SP, PO, PP, Bills during line item edit and logic has been added to correct this. |
| Fix | Internal | When viewing an RMA – Verified Date and Received Date >> It shows the next day’s date instead of current date. |
| Fix | Internal | Fixed the SP line item dialog scrollbar issue |
| New Feature | Internal | Users will now have the ability to apply up to 250 items with attributes at the same time. This is a increase from 100 items. |
| Status | Tasks | Description |
| New Feature | 4498 | IQ reseller now has all missing Smart post servers. |
| New Feature | 3038 | UPS no longer require zip code for third party for some accounts and added a validation within shipping to allow this. |
| Fix | 3652 | Corrected the Inventory Actions. Comments Current column displays “Y” when the Inventory record is in the Inventory History list. |
| Fix | 3686 | Under the Action Table in inventory, the date/time fields are now being consistently updated with the users local date/time. Work is still being handled within the system to bring this change to all areas within IQ. |
| New Feature | 4340 | New 4×2 label option to allow users to pick 5 headers and 1 header will be headerless. |
| Fix | 4447 | Corrected the inventory breakdown to now use highlighted item instead of the marked one. |
| Fix | 4472 | Added an option on the commercial invoice Print setup to “Show EORI number” when “NA” format is chosen. |
| Fix | 4485 | Corrected the warehouse default in PO to now match the warehouse from Master Item. |
| New Feature | 4497 | Added a new 3×1 label to match older versions of IQ. |
| Fix | 4507 | Workflow attribute bug is now fixed and will save all values to the label when a user clicks save from the workflow process page. |
| New Feature | 4531 | Created a new 4×1 header less label to add more space for data to show on the label. |
| Fix | Internal | Under the PO Receive Screen, Serial Number Focus will now remain when serial number is empty. |
| Fix | Internal | Corrected under the PO Received, Summarized items to now show correct mfg. and item number that has serial numbers to display correctly. |
| Fix | Internal | New PO (from Breakdown) used broken down items’ received date for new items and it will now use the date of the item that was removed from the breakdown. |
| Fix | Internal | Corrected the Inventoryid to now update when used in breakdowninventoryid field after breakdown. |
| Fix | Internal | Fixed the condition code drop down from not refreshing in the workflow process page. |
| Fix | Internal | Changed the code with loading of attributes and cycle count to allow for faster load times |
| Status | Tasks | Description |
| Fix | 4542 | API Receive Inventory – Reserved Inventory’s Serial number, Warehouse and Location have now been updated in the SO line items. |
| New Feature | 3610 | Bills update API endpoint. |
| New Feature | 4491 | New Feature API to allow users to insert and create a substitute in the IQR database. |
| New Feature | 4501 | API has now been added to read and write to the UDF’s in the Sale’s Order page. |
| View Master Item Table (NEW) July 2023 |
| • Allow users to view available qty of an item and all condition codes, plus able to see avg cost of items under each condition. • User can see what type of master item they are viewing, CLEI, Bulk and Non-Inventory. • Able to see Item number, MFG, Description and Ext. Description. |
| Create Sale’s Order’s (NEW) July 2023 |
| • Allows users to create new sales orders to be picked right from the app. • Select the CV Code, REP code, and change Contact, Ship From and Ship to addresses from the app. • Allows you to add items to a OPEN sales order, add QTY and unit price. |
May 30, 2023 By – IQReseller
| Status | Tasks | Description |
| New Feature | 4501 | Increasing the UDF space from 35 characters to 100 on SO’s |
January 27, 2023 – By IQ Honcho
| Task | Task Description | Feature |
| 4435 | Avalara Tax API unavailability caused invoice Ledger posting issue and is now fixed to always allow posting. | Fix |
| 3751 | Ledger detail will now be sorted on print, and PDF by the first account number, then by the date. | Fix |
| 3803 | Add Reference Field to Invoices New Credits. | New Enhancement |
| 4305 | Added option to default the contact info into the bill to address on SO and invoice tables. | Fix |
| 4311 | Print check will now the contact name and address from the bill’s remit to address | Fix |
| 4321 | Open Customer Prepayment – Convert to Client Credit Memo is now allowed. | New Enhancement |
| 4322 | IQ now allows the use of all of the reference from apply payment to GL trans description. | Fix |
| 4329 | SO totals had not always updated when a misc charge is on the SQ/SP. | Fix |
| 4331 | When changing the rep on a bill after tabbing out of the rep field stopped once the billed was paid manually. This has been corrected. | Fix |
| 4332 | When using IQ Pay, sometimes the cash account would should 1000-00 | Fix |
| 4334 | Internal logic for the apinvoicedetail ID had the wrong value in the company last ID table as it not updated after last line was added to a bill. | Fix |
| 4335 | When a Bill is created that contains a cash account, and then the Bill is Voided, the voided transaction does not show up in the Bank Reconciliation | Fix |
| 4348 | The bill to address on early invoice was not getting updated with CVCODE’s “bill to” when client cvcode on SO was changed. | Fix |
| 4350 | Correct the issues for when bulk items that are split onto a new inventory id had not been coping the inventory attributes. | Fix |
| 4354 | Add a filter box for ledger transactions to search who it was created by. | New Enhancement |
| 4356 | Export from ledger transaction list after filter is applied does not export to excel the results | Fix |
| 4357 | When the inventory item was removed from the PO its PTID changed to 0.00 | Fix |
| 4360 | In certain situation the bank deposit failed to post to general ledger transaction. | Fix |
| 4361 | Fixed and correct when the ledger transaction did not total in all lines of the session. | Fix |
| 4362 | PO Receive Item not generating a Bill when Purchase Cost is updated in the Receive Screen. | Fix |
| 4371 | Inventory Cost change methods creates different Ledger Reference. | Fix |
| 4379 | When a user was using the Avalara calculate tax button on SP and SO in random times it was inconsistent when freight on SP or SO was added. | Fix |
| 4384 | Zero amount for Credit Memos from a Return needed to Paid in Full date and Commission Date, it has been corrected to allow this logic to happen. | Fix |
| 4410 | We now allow the choice of SO or PO on manual JE ledger transactions using accounts with margin type E. | New Enhancement |
| 4411 | In v42 IQ added the ability to have a warehouse filter to the inventory write down selection screen. | New Enhancement |
| Internal QA | Create SO via Attribute search is failed and it has been corrected to allowed search for all types of Attribute. | Fix |
| Fix | When a user copied a SO it will now have the Avatax values from the existing SO that it was copied from. | Fix |
| Fix | Credit Invoice created from Return had used Avatax value of zero and this has been corrected. | Fix |
| Fix | Avalara Freight tax-code was creating duplication when copied. Fixed on SP, SO and Invoices. | Fix |
| Fix | In View of the PO, after changing the purchase cost and try invoking any buttons on the header, it throws invalid message “Please select a record”. This error has been fixed. | Fix |
| Fix | Optimization of procedure within IQ when invoicing SO’s to load quicker. | Fix |
| Fix | Enabled the Colorado retail delivery tax handling when using Avalara. | Fix |
| Task | Task Description | Feature |
| 2359 | Buildup dialog – On the Available Inventory list, the PO search was not working. | Fix |
| 2755 | Add ability to apply INVENTORY ATTRIBUTES to the MASTER ITEM and INHERIT ATTRIBUTES when Inventory is added to PO. Click the link to learn how to use this: https://support.iqreseller.com/en/kb/what-are-master-item-attributes-and-how-do-i-use-them | New Enhancement |
| 3122 | Schedule Shipment error when a SO has an item with a status = “Return In Process” | Fix |
| 3478 | Update Return comments on SO detail to include the PO-line & inventory ID of the item is returned. | Fix |
| 3622 | The system allows two mfgrs to be created with same spelling, one in all upper and one in all lower, this was fixed to only allow one mfg.. | Fix |
| 3751 | Ledger detail will now be sorted on print, and pdf first by the account number, then by the date. | Fix |
| 3796 | Couldn’t add a category and have it saved, if the mfg. was not saved first. | Fix |
| 3803 | Add Reference Field to Invoices New Credits. | New Enhancement |
| 3971 | Bills with voided date after the end date of the aging report will now appear on the as of aging report. | passed |
| 4031 | Updated the logic to stop duplicate mfg. from being allowed. | passed |
| 4033 | The subject on emails with same format as the pdf as the name creation. | passed |
| 4055 | Added new logic to make the warehouse inactive so it cannot be applied to any master item, inventory item, shipment, PO, SO. | Fix |
| 4196 | Add customer PO number and SO number to the ship screen. | New Enhancement |
| 4232 | SO Ship To address updated to prompt to update all shipments or not when a address update is made on the order. | Fix |
| 4244 | The. Material Lists that was auto added was not adding when converting a SQ to SO. | Fix |
| 4272 | Added 30 UDF fields to Master Items: https://support.iqreseller.com/en/kb/how-do-i-3 | New Enhancement |
| 4285 | Added a inventory condition column in Returns, click here to learn more; https://support.iqreseller.com/en/kb/what-are-iq-reselelr-rma-item-condtion-codes-and-how-do-i-use-them | New Enhancement |
| 4286 | Easily added missing SO items to a return. Click here to learn more: https://support.iqreseller.com/en/kb/what-are-iq-reselelr-rma-item-condtion-codes-and-how-do-i-use-them | New Enhancement |
| 4305 | Added a option to default the contact info into the bill to address on the SO and invoice table. | New Enhancement |
| 4307 | Now able to map and import “estimated sale price” on inventory import and import update. | New Enhancement |
| 4308 | Fixed mapping errors when using. inventory update/import to map to original unit cost. | Fix |
| 4311 | Print check must will now use the contact name and address from the bill’s remit to address. | Fix |
| 4315 | Add email Column in CV Contacts page. | New Enhancement |
| 4321 | When opening Customer Prepayment you can Convert to Client Credit Memo. | New Enhancement |
| 4324 | Added a setting under the setup of blind drop ship and when this setup is marked, the addresses will match on commercial invoice for blind drop shipments. | New Enhancement |
| 4329 | SO totals not always updated when a misc. charge is on the SQ/SP | Fix |
| 4331 | When changing the rep on a bill after tabbing out of the rep field allow this to happen up unit the point the manual bill is paid. | Fix |
| 4337 | The tabs “price and cost” and “More” fields are not updated when “jump substitute” button is clicked on the “substitute” tab. | Fix |
| 4343 | Reports > Inventory > Master Item – Manufacturer was difficult to select and was corrected. | Fix |
| 4345 | SO Schedule Shipment was not saving Signature Field. | Fix |
| 4353 | Users can now add serial numbers on the import screen when importing SO’s and it will now reserve the items to the SO. | New Enhancement |
| 4362 | When PO receive Item of an item was happening at times it was not generating a bill when Purchase Cost is updated in the Receive Screen. | Fix |
| 4364 | When there was a period or semicolon at end of notification email address it was causing SO’s to not be viewable. | Fix |
| 4365 | Added prepayment column on the Purchase orders list. | Fix |
| 4370 | Added a comment to internal comments that when a PO was emailed by the user it will give a time stable of when that emailed. | Fix |
| 4372 | Pick list now has a option to not be blind on when processing a order that is a blind shipment | Fix |
| 4380 | Added a access right to View a PO only. | New Enhancement |
| 4383 | Turned on the ability to “show build up and part add” on picklist. | New Enhancement |
| 4399 | Invalid email in the notification email field on shipments prevents other tabs to be viewed on SO of the shipment. | Fix |
| 4411 | Added warehouse filter to the inventory write down selection screen. | New Enhancement |
| 4418 | Updated the master item view access to now give the user the ability to move to next page on price history tab or inventory tab. | Fix |
| 4438 | SO Return on partial inventory – Returned inventory record is deleted from ‘inventorybulkallocation’ table when it should not | Fix |
| Fix | Sales Proposal Export to Excel was not exporting. | Fix |
| Enhancement | SO Line Item Add Optimization | New Enhancement |
| Enhancement | Updated the pick list to always show the barcode of the SO number on the normal pick list. | New Enhancement |
| Enhancement | Create SO via Attribute search had failed at times and is now fixed. | Fix |
| Enhancement | Master item list performance optimization, load times have increased to load 2-3 seconds faster. | New Enhancement |
| SO Invoice | Optimization of procedure for SO to invoice to be quicker. | passed |
| Enhancement | Master Item view now has the applied bootstrap design to that page. | passed |
| Task | Task Description | Feature |
| 2359 | Buildup dialog – On the Available Inventory list, the PO search was not working. | Fix |
| 2755 | Add ability to apply INVENTORY ATTRIBUTES to the MASTER ITEM and INHERIT ATTRIBUTES when Inventory is added to PO. Click the link to learn how to use this: https://support.iqreseller.com/en/kb/what-are-master-item-attributes-and-how-do-i-use-them | New Enhancement |
| 3122 | Schedule Shipment error when a SO has an item with a status = “Return In Process” | Fix |
| 3478 | Update Return comments on SO detail to include the PO-line & inventory ID of the item is returned. | Fix |
| 3622 | The system allows two mfgrs to be created with same spelling, one in all upper and one in all lower, this was fixed to only allow one mfg.. | Fix |
| 3751 | Ledger detail will now be sorted on print, and pdf first by the account number, then by the date. | Fix |
| 3796 | Couldn’t add a category and have it saved, if the mfg. was not saved first. | Fix |
| 3803 | Add Reference Field to Invoices New Credits. | New Enhancement |
| 3971 | Bills with voided date after the end date of the aging report will now appear on the as of aging report. | passed |
| 4031 | Updated the logic to stop duplicate mfg. from being allowed. | passed |
| 4033 | The subject on emails with same format as the pdf as the name creation. | passed |
| 4055 | Added new logic to make the warehouse inactive so it cannot be applied to any master item, inventory item, shipment, PO, SO. | Fix |
| 4196 | Add customer PO number and SO number to the ship screen. | New Enhancement |
| 4232 | SO Ship To address updated to prompt to update all shipments or not when a address update is made on the order. | Fix |
| 4244 | The. Material Lists that was auto added was not adding when converting a SQ to SO. | Fix |
| 4272 | Added 30 UDF fields to Master Items: https://support.iqreseller.com/en/kb/how-do-i-3 | New Enhancement |
| 4285 | Added a inventory condition column in Returns, click here to learn more; https://support.iqreseller.com/en/kb/what-are-iq-reselelr-rma-item-condtion-codes-and-how-do-i-use-them | New Enhancement |
| 4286 | Easily added missing SO items to a return. Click here to learn more: https://support.iqreseller.com/en/kb/what-are-iq-reselelr-rma-item-condtion-codes-and-how-do-i-use-them | New Enhancement |
| 4305 | Added a option to default the contact info into the bill to address on the SO and invoice table. | New Enhancement |
| 4307 | Now able to map and import “estimated sale price” on inventory import and import update. | New Enhancement |
| 4308 | Fixed mapping errors when using. inventory update/import to map to original unit cost. | Fix |
| 4311 | Print check must will now use the contact name and address from the bill’s remit to address. | Fix |
| 4315 | Add email Column in CV Contacts page. | New Enhancement |
| 4321 | When opening Customer Prepayment you can Convert to Client Credit Memo. | New Enhancement |
| 4324 | Added a setting under the setup of blind drop ship and when this setup is marked, the addresses will match on commercial invoice for blind drop shipments. | New Enhancement |
| 4329 | SO totals not always updated when a misc. charge is on the SQ/SP | Fix |
| 4331 | When changing the rep on a bill after tabbing out of the rep field allow this to happen up unit the point the manual bill is paid. | Fix |
| 4337 | The tabs “price and cost” and “More” fields are not updated when “jump substitute” button is clicked on the “substitute” tab. | Fix |
| 4343 | Reports > Inventory > Master Item – Manufacturer was difficult to select and was corrected. | Fix |
| 4345 | SO Schedule Shipment was not saving Signature Field. | Fix |
| 4353 | Users can now add serial numbers on the import screen when importing SO’s and it will now reserve the items to the SO. | New Enhancement |
| 4362 | When PO receive Item of an item was happening at times it was not generating a bill when Purchase Cost is updated in the Receive Screen. | Fix |
| 4364 | When there was a period or semicolon at end of notification email address it was causing SO’s to not be viewable. | Fix |
| 4365 | Added prepayment column on the Purchase orders list. | Fix |
| 4370 | Added a comment to internal comments that when a PO was emailed by the user it will give a time stable of when that emailed. | Fix |
| 4372 | Pick list now has a option to not be blind on when processing a order that is a blind shipment | Fix |
| 4380 | Added a access right to View a PO only. | New Enhancement |
| 4383 | Turned on the ability to “show build up and part add” on picklist. | New Enhancement |
| 4399 | Invalid email in the notification email field on shipments prevents other tabs to be viewed on SO of the shipment. | Fix |
| 4411 | Added warehouse filter to the inventory write down selection screen. | New Enhancement |
| 4418 | Updated the master item view access to now give the user the ability to move to next page on price history tab or inventory tab. | Fix |
| 4438 | SO Return on partial inventory – Returned inventory record is deleted from ‘inventorybulkallocation’ table when it should not | Fix |
| Fix | Sales Proposal Export to Excel was not exporting. | Fix |
| Enhancement | SO Line Item Add Optimization | New Enhancement |
| Enhancement | Updated the pick list to always show the barcode of the SO number on the normal pick list. | New Enhancement |
| Enhancement | Create SO via Attribute search had failed at times and is now fixed. | Fix |
| Enhancement | Master item list performance optimization, load times have increased to load 2-3 seconds faster. | New Enhancement |
| SO Invoice | Optimization of procedure for SO to invoice to be quicker. | passed |
| Enhancement | Master Item view now has the applied bootstrap design to that page. | passed |
| Task | Task Description | Feature |
| 4435- API | Avalara Tax API unavailability caused invoice Ledger posting issue, this has been corrected. | New Feature |
| 4369 – API | API endpoints which can be filtered by CV code on inventory and inventory history. | New Feature |
| 4414 – API | Shipment API – Update Delivery Status | New Feature |
| 4415 – API | Extend the Get Shipments API – Add new parameter to fetch the data using Scheduled ship date range | New Feature |
| New API Feature | In Get Master ItemAPI, in the output response, get the non-inventory field and Max available field details | New Feature |
| 4272 – API | API added for the 30 new UDFs added to the master items. | New Feature |
August 5, 2022 – By IQ reseller
| Task | Description | Type |
| 1346 | PO Prepayment of foreign currency we were displaying the currency exchange rate dialog pop up. This is removed as the Prepayment is completed at the existing currency conversion rate. | Fix |
| 3067 | Ledger Journal Entry import from Excel. Great for payroll entries and other situations where you have multiple entries to make in one shot. https://support.iqreseller.com/en/kb/general-ledger-batch-upload-function | New Feature |
| 3538 | Admin > Comments Admin format now respects the line spacing formatting you have entered.
 |
Enhancement |
| 3563 | Inactive users are not included in the Rep field for Open Invoice with Aging Report | Enhancement |
| 3700 | Admin > Manage Company Credit Cards – Added Card Delete function. | Enhancement |
| 3772 | User with Master Item View Access Right was blocked using Jump to Substitute function. Now they can use it. | Fix |
| 3814 | In some cases a duplicate inventoryid would get created in inventory matching one in inventory history. | Fix |
| 3896 | In rare specific situation a user could VOID a payment twice or Pay a Bill twice. | Fix |
| 3898 | Future ledger entries were showing in prior month’s closed bank reconciliation in Excel. | Fix |
| 3921 | In rare instances printing check for Bill was creating 2 ledger sessions for posting. | Fix |
| 3964 | Bulk inventory type only on a RMA return. When 2 separate lines on a SO were Sold of the same item and Reserved of the same Bulk Item lot (which shared the same inventoryid) and both lines were returned; the RMA would fail. | Fix |
| 3968 | Open Bills with Aging Report AND selecting option Exclude Bills with No Vendor Bill Number OR Only Bills with No Vendor Bill Number the report would fail with message “no records” | Fix |
| 4006 | Marketplace Payment File Import to pay Ecommerce sales invoices from file from any market place like Amazon or Ebay or Backmarket, New Egg etc. https://support.iqreseller.com/en/kb/marketplace-payment-import-pays-ecommerce-sales-invoices-via-file-upload | New Feature |
| 4038 | Multi-select several AR credit memos to convert to a Bill. Then unselect more than 1. System would not respect all the unchecked and would create a Bill for 1 that was unselected. | Fix |
| 4062 | RMA Return for Credit Only was returning Bulk Type Inventory items to inventory; when they should go to History. | Fix |
| 4072 | Cost averaging for all inventory. This was made for an IQ reseller user which does only computer maintenance and wanted all parts to be cost averaged by condition code. It is all or nothing in that when you enabled it in Admin > System Setup > Inventory; all items will be cost averaged. | New Feature |
| 4075 | Removed the “upload from posted session” from ledger transaction new screen as it was confusing users to think they could upload a file of ledger transactions. They got their wish and in V41 we added the file upload function to create ledger transactions. https://support.iqreseller.com/en/kb/general-ledger-batch-upload-function | Fix |
| 4152 | IQ reseller Pay. Added column to show the Card Brand, VISA, AMEX, MasterCard etc. | Fix |
| 4156 | Affected Chrome browser UK users only. Miscellaneous Invoice with Chrome Language set to English (United Kingdom) was displaying Month/Day instead of Day /Month. | Fix |
| 4201 | View Cash Receipts Journal screen VOIDED tick box was unchecked when payment was VOIDED. Now it shows both VOIDED and Un-voided payments properly. | Fix |
| 4220 | Added the AP prepaymentID to the ledger transaction when posting the prepayment for enhanced transaction auditing. Format: PREPAYMENT 3171 ET 294314 where 3171 is the prepayment ID and 294314 is the reference field. | Fix |
| 4222 | Arrange SO List View List Grid columns anywhere you want! https://support.iqreseller.com/en/kb/moving-so-list-columns | Enhancement |
| 4229 | Margin Summary Report “Other Cost” section is showing AR Invoice line as unpaid even when invoice is paid. This did not affect the accuracy of the report as it was shown on the Paid report. | Fix |
| 4230 | In some cases companylastid for soid was getting updated when Admin > System Setup is viewed creating an incorrect last id sequence. | Fix |
| 4233 | Invalid Ledge date entry did not permit the user to hit OK and change the date it required a full screen refresh. | Fix |
| 4251 | Avalara AVATAX Setup.Added in the Tax category headers which now includes all Tax Categories for use. | Enhancement |
| 4252 | Barcode Reserve on SO was not triggering Margin Share calculations for Buyer and seller when inventory-id was scanned. Manual Reserves were unaffected. | Fix |
| 4257 | Change session date takes 20 to 30 seconds to update to new date. FIXED in production May 24th. | Fix |
| 4262 | Added APIs for financial dashboard data Like – Profit and Loss and comparison over time. Dashboards coming shortly from IQ or you can create your own. | New Feature |
| 4263 | Paid Commission Report API for dashboards. IQ dashboard coming soon or create your own. | New Feature |
| 4265 | If user VOIDS a Bill then deletes a line from voided Bill, a ledger transaction was made for the deletion of the line. | Fix |
| 4266 | AP open aging report. Since we added the user defined payment methods in V40 we now have updated the AP aging report to sort by Payment Method if desired. Now you can have payment method ACH and sort to find all ACH payments due. | Enhancement |
| 4267 | Bills Payment Date format when using UK English is showing Month/Day instead of D/M on an international system. | Fix |
| 4270 | Invoices appearing in Invoices Aging report that should not be there. This could make the Aging report not match the Balance sheet in specific situations. The underlying financial data was correct the report was not. | Fix |
| 4275 | IQ reseller Pay. Card on File capture for International cards no need to require a state value. Makes processing intl cards easier. | Enhancement |
| 4278 | In rare instance Credit applied to arinvoice not posting to general ledger. Revised the coding to eliminate any possibility. | Fix |
| 4279 | Bank Reconciliation handling of AP prepayment balance and credit invoices cleared date. New logic insures the entries appear in the correct manner in the bank reconciliation. | Fix |
| 4280 | Avalara Avatax users only. When Admin > System Setup > Ledger is set to “Post on Document Date” that date is now being sent to Avalara instead of the current date. | Fix |
| 4281 | Invoice and Bill view. When international user the date format for Due Date was set with wrong date format. | Fix |
| 4283 | Bank reconciliation fixed a couple issues that caused entries to appear twice in specific instance. | Fix |
| 4294 | Added page size options for 250 and 500 lines for the Invoice view screen. Great for high volume resellers. | Enhancement |
| 4296 | Added VOID reason for Bills. Now when you VOID the Bill it prompts for a reason. | Enhancement |
| 4298 | Blind Commercial Invoice option. Now you can remove your name from the Commercial Invoice that would normally print in the Upper right hand corner. | Enhancement |
| 4300 | IQ reseller GlobalShip. When Blind Shipment is selected. The Reference 1 and 2 values used to be blank. Now we populate the SOID and Client PO ID. The Shipment label is still blind. This change makes it easier when the Billing arrived from FedEx and UPS to track it to the SO. | Enhancement |
| 4306 | Added option to copy internal comments from PO to internal comments of Bill(s) created from the PO. | New Feature |
| Change request | Changed Logic when Reserving Bulk type items to split the bulk value for that SO and give its own inventoryid. This improves things later on Return events. | Fix |
| Optimization. | Optimized the Inventory Write-down scripts to run faster allowing up to 3000 items to be executed at one time without timeout. | Enhancement |
| Task | Description | Type |
| 1071 | Master Item Inactive selection. https://support.iqreseller.com/en/kb/master-item-deactivate-or-make-inactive IQ reseller has customers that have been on the platform for over 15 and over 20 years. They have hundreds of Master items that will no longer be used in a new transaction. This feature allows them to make the item inactive so it cannot be used in new transactions. | New Feature |
| 3538 | Admin > Comments Admin format now respects the line spacing formatting you have entered.
| Enhancement |
| 4008 | Copy PO Function will not copy location anymore from the origin PO. It uses the Master Item default location for the item. | Fix |
| 4141 | IQ reseller Maxlist. Added a Sync button at the item. So any item can be re-synced to reset the qty or availability. | Enhancement |
| 4172 | IQ reseller Globalship. Added “Signature Required” option. | Enhancement |
| 4208 | Added vendor code to SO Reserve screen. This is important for users which are Cisco certified resellers to know when the product being reserved is from a Cisco direct PO and not the secondary market. https://support.iqreseller.com/en/kb/how-to-add-vendor-cv-code-to-the-inventory-list | New Feature |
| 4215 | SO Contract Comments with &or # cause the fatal restart IQ reseller error page. | Fix |
| 4222 | Arrange SO List View List Grid columns anywhere you want! https://support.iqreseller.com/en/kb/moving-so-list-columns | Enhancement |
| 4246 | SO Margin Summary View is working when user did not have permission. | Fix |
| 4252 | Barcode Reserve on SO was not triggering Margin Share calculations for Buyer and Seller when inventoryid was scanned. Manual Reserves were unaffected. | Fix |
| 4260 | In rare case when user had SO open in one tab and invoicing in another a prepayment could be done on the SO via IQ reseller Pay. | Fix |
| 4275 | IQ reseller Pay. Card on File capture for International cards no need to require a state value. Makes processing intl cards easier. | Enhancement |
| 4277 | SO detail Reference field is now being replicated to all lines when quantity of SO line is greater than 1 and expanded upon Reserve. | Enhancement |
| 4298 | Blind Commercial Invoice option. Now you can remove your name from the Commercial Invoice that would normally print in the Upper right hand corner. | Enhancement |
| 4299 | Added Print Packing List and Pick list option in the Shipments screen of the SO.
| Enhancement |
| 4300 | IQ reseller GlobalShip. When Blind Shipment is selected. The Reference 1 and 2 values used to be blank. Now we populate the SOID and Client PO ID. The Shipment label is still blind. This change makes it easier when the Billing arrived from FedEx and UPS to track it to the SO. | Enhancement |
| 4303 | Edit Inventory Description in Bulk Changes. Now you can mark many inventory items and update description for all.
| New Feature |
| Optimization. | When viewing a particular Master Item we optimized performance to pop screen in under 2 seconds vs 10 to 15 seconds. | Enhancement |
| Task | Description | Type |
| 3538 | Admin > Comments Admin format now respects the line spacing formatting you have entered.
| Enhancement |
| 3816 | An ampersand (&) in the Inventory Comments field caused an error. | Fix |
| 3845 | Master Item import when item description was over the allowed 60 characters this prevented any master items from being imported. Now it skips the offending line and loops to the next. Report card will tell you what lines need change. | Fix |
| 3964 | Bulk inventory type only on a RMA return. When 2 separate lines on a SO were Sold of the same item and Reserved of the same Bulk Item lot (which shared the same inventoryid) and both lines were returned; the RMA would fail. | Fix |
| 4189 | RMA Partial Return of a Bulk Type item only. Inventory item returned but did not appear in the inventory list. Now it does. | Fix |
| 4222 | Arrange SO List View List Grid columns anywhere you want! https://support.iqreseller.com/en/kb/moving-so-list-columns | Enhancement |
| 4231 | SO Right click “Time stamp” cursor change for comment text to post each time stamp in its own line and not from end of prior time stamp. Much improved readability! | Enhancement |
| 4234 | SO Reserve Screen default page size changed from 15 to 50. | Enhancement |
| 4238 | Add attachments to Inventory item via drag and drop or selection. https://support.iqreseller.com/en/kb/add-or-save-attachment-to-inventory-item | Enhancement |
| 4240 | Pick List no longer printed by Location in non summary mode. FIXED May 11 in Production for all users. | Fix |
| 4250 | Inventory comments ID can duplicate causing issues. | |
| 4258 | Inventory User defined Field multi-select change. Now you can select hundreds of items and change any Inventory User Defined field value in one shot. Used to be 1 at a time. https://support.iqreseller.com/en/kb/update-inventory-user-defined-fields | Enhancement |
| 4271 | When using Generic Shipping process flow Ship to Phone is no longer required field. Speeds up order processing. | Enhancement |
| 4288 | Ampersand in the attribute value field in inventory attribute table does not allow item with that attribute to be updated. | Fix |
| 4299 | Added Print Packing List and Pick list option in the Shipments screen of the SO.
| Enhancement |
| 4300 | IQ reseller GlobalShip. When Blind Shipment is selected. The Reference 1 and 2 values used to be blank. Now we populate the SOID and Client PO ID. The Shipment label is still blind. This change makes it easier when the Billing arrived from FedEx and UPS to track it to the SO. | Enhancement |
| 4301 | Added SO number to SO ship screen.
| Enhancement |
| 4303 | Edit Inventory Description in Bulk Changes. Now you can mark many inventory items and update description for all.
| New Feature |
| ITAD workflow Screen | Condition code drop-down failed to load the next processing condition code after Save | Fix |
| Optimization. | When viewing a particular Master Item we optimized performance to pop screen in under 2 seconds vs 10 to 15 seconds. | Enhancement |
April 2, 2022 – By IQ Honcho
| 3630 | When using Shared Margin between Buying and Selling Rep AND the System Setup option is to “prompt” the split screen to adjust margin share between Buyer and Seller. Now when the Sale Price = 0 and or Unit cost = 0 the prompt will allow a Share to be inserted. This means the Buyer can get proper value for equipment with a 0 cost due to inventory writedowns. Previously you could do this in the Rep Margin share function only. | ENHANCEMENT |
| 3746 | Changed Access for CRM TASK’s so that if user has no access to Client Vendor they can still access Tasks. | ENHANCEMENT |
| 3923 | On Bills with a Vendor Prepayment, system was leaving an amount in Paid non Posted in he table. However, the Ledger, Vendor Prepayment, Payments and all details indicated the full amount has been applied. | FIXED |
| 4043 | Expanded Bills page size to at least 200 per page. This is a max number to maintain fast performance. | ENHANCEMENT |
| 4095 | We now automate the default SO ID when applying a New Credit to an Invoice saving a few clicks per line. | ENHANCEMENT |
| 4107 | Vendor preferred default payment method and visibility in the Bills list. Also allows you to create your own Payment Methods to appear in the dropdown. PayPal, ACH, Wire, Venmo, etc. | NEW FEATURE |
| 4150 | When user access was limited to “Only see their own tasks” they were unable to assign tasks to other users. | FIXED |
| 4158 | User with Admin > Access > Bills > Show Transactions of all Reps (unchecked) could not see their own Bills either. | FIXED |
| 4159 | Added CV name in the SO list view. | ENHANCEMENT |
| 4165 | Task notification background color changed to white.
| ENHANCEMENT |
| 4167 | Rep on items when using Bulk Breakdown was set to user doing the breakdown instead of the PO rep. Should be the PO rep for proper commission tracking and write-downs. | FIXED |
| 4174 | Change Button from “Convert Vendor Prepayment to Credit Invoice” to “Vendor Credit Bill” the resulting Bill generated says “Credit Invoice” as before. | ENHANCEMENT |
| 4186 | On rare occasion companies could receive a “duplicate stdetail id” shared between 2 SO’s which caused issues. | FIXED |
| 4195 | When changing a Bill Date and entering an Invalid Date, the system prompts you invalid date but then loops and does not move on. | FIXED |
| 4210 | Commercial Invoice Save Logic | NEW FEATURE |
| 4211 | Get Category1 in the Get SOs and Get POs API | NEW FEATURE |
| 4216 | Normalize PO Bill Amount and Paid Posted Amount – use same format | FIXED |
| 4219 | Bills Payment and Credits Report now shows the prepayments entries in Print PDF and Excel | ENHANCEMENT |
| 1589 | SO Gross Margin field now shows correct margin. Note that when products are not reserved the line cost used = $0 when SO is fully “Reserved” the actual costs are used in the Calculation.
| FIXED |
| 3343 | Added an alert when a CVCode is entered into a SO with a duplicate Client PO number. | ENHANCEMENT |
| 3630 | When using Shared Margin between Buying and Selling Rep AND the System Setup option is to “prompt” the split screen to adjust margin share between Buyer and Seller. Now when the Sale Price = 0 and or Unit cost = 0 the prompt will allow a Share to be inserted. This means the Buyer can get proper value for equipment with a 0 cost due to inventory write-downs. Previously you could do this in the Rep Margin share function only. | ENHANCEMENT |
| 3709 | Maxlist – new option to ignore master item pricing by condition code by inserting a price in the Maxlist items screen which will override the Master Item condition code pricing. | ENHANCEMENT |
| 3746 | Changed Access for CRM TASKs so that if user has no access to Client Vendor they can still access Tasks. | ENHANCEMENT |
| 4089 | Added condition code column to cycle count menu. Users can now see the condition in the system matches the item they are physically auditing. | ENHANCEMENT |
| 4093 | Aligned buttons to the left of SP menu. | ENHANCEMENT |
| 4103 | New 4×1 Inventory label format with location under description. | ENHANCEMENT |
| 4107 | Vendor preferred default payment method and visibility in the Bills list. Also allows you to create your own Payment Methods to appear in the drop-down. PayPal, ACH, Wire, Venmo, etc. | NEW FEATURE |
| 4138 | PO Update file action using the Inventory > Update function via .xlsx upload. Previously when a user Mapped only Inventory ID and Location in the Inventory > Update function the resulting Inventory Action table audit trail showed the PO rep of record as the one that updated the item instead of the warehouse user that actually did the update. | FIXED |
| 4150 | When user access was limited to “Only see their own tasks” they were unable to assign tasks to other users.
| FIXED |
| 4159 | Added CV name in the SO list view. | ENHANCEMENT |
| 4165 | Task notification background color changed to white.
| ENHANCEMENT |
| 4167 | Rep on items when using Bulk Breakdown was set to user doing the breakdown instead of the PO rep. Should be the PO rep for proper commission tracking and write-downs. | FIXED |
| 4171 | Auto-size Receive screen based on monitor device resolution and settings. Users will higher resolution will see more lines. You can always use Ctrl + or – to see more or less data. | ENHANCEMENT |
| 4175 | PO additional information tab > User defined fields. Now these fields are editable when PO is fully received. Prior they were locked. | ENHANCEMENT |
| 4178 | PO Contract “Print Preview” Rep name would default to first name in the list instead of the PO Rep. | FIXED |
| 4186 | On rare occasion companies could receive a “duplicate STdetail id” shared between 2 SOs which caused issues. | FIXED |
| 4187 | Maxlist > All Items Screen when filtering by Mfg and then deleting an item with the filter remaining in place the screen refresh did not retain the filter. Now it does. | ENHANCEMENT |
| 4202 | Add “Open by”and “Sales Rep” to Return Screen | ENHANCEMENT |
| 4207 | Remove “include Zero- Quantity Items” from Maxlist | ENHANCEMENT |
| 4211 | Get Category1 in the Get SOs and Get POs API | NEW FEATURE |
| 4212 | Margin Summary from SO List is showing Return items Sale Price – should be 0 | FIXED |
| Bootstrap Update | SO Reserve | ENHANCEMENT |
| Inventory View | ENHANCEMENT | |
| Workflow process | ENHANCEMENT | |
| SO Commercial Invoice | ENHANCEMENT | |
| Bulk Part Add | ENHANCEMENT | |
| Bulk Part Removal | ENHANCEMENT | |
| Break downs | ENHANCEMENT | |
| Bulk Breakdown | ENHANCEMENT | |
| Pick List setup screen | ENHANCEMENT | |
| Pick List+ Setup screen | ENHANCEMENT | |
| Create PO from SO | ENHANCEMENT | |
| Return Verify screen and Close screen | ENHANCEMENT | |
| Maxlist | ENHANCEMENT | |
| Maxlist | ENHANCEMENT | |
| Brokerbin Items | ENHANCEMENT | |
| Invoice -> Receive Payment -> Add Payment screen | ENHANCEMENT | |
| Performance Update | Inventory -> Import -> New – Optimization done. It now allows you to import up to 4000 lines ~ 1 minutes | ENHANCEMENT |
| NA | Location length in PO Receive supports 25 chars whereas the actual location length is 20. And this caused the string truncated issue | FIXED |
| 3746 | Changed Access for CRM TASKs so that if user has no access to Client Vendor they can still access Tasks. | ENHANCEMENT |
| 4103 | New 4×1 Inventory label format with location under description.
| ENHANCEMENT |
| 4138 | PO Update file action using the Inventory > Update function via .xlsx upload. Previously when a user Mapped only Inventory ID and Location in the Inventory > Update function the resulting Inventory Action table audit trail showed the PO rep of record as the one that updated the item instead of the warehouse user that actually did the update. | FIXED |
| 4150 | When user access was limited to “Only see their own tasks” they were unable to assign tasks to other users.
| FIXED |
| 4165 | Task notification background color changed to white.
| ENHANCEMENT |
| 4171 | Auto-size Receive screen based on monitor device resolution and settings. Users will higher resolution will see more lines. You can always use Ctrl + or – to see more or less data. | ENHANCEMENT |
| 4175 | PO additional information tab > User defined fields. Now these fields are editable when PO is fully received. Prior they were locked. | ENHANCEMENT |
| 4185 | Wider Invoiced > Receive payments screen > now shows the whole “Fees Shortages” function field added in V39. | ENHANCEMENT |
| 4187 | Maxlist > All Items Screen when filtering by Mfg and then deleting an item with the filter remaining in place the screen refresh did not retain the filter. Now it does. | ENHANCEMENT |
| 4192 | Pick List print Grouping by Item and Warehouse Location did not group correctly. | FIXED |
| 4194 | Return with 1 line. Then you mark the line as “Remove from return” in the verify/test screen and the screen locked. Now | FIXED |
| 4207 | Remove “include Zero- Quantity Items” from Maxlist | ENHANCEMENT |
| Bootstrap Update | SO Reserve | ENHANCEMENT |
| Inventory View | ENHANCEMENT | |
| Workflow process | ENHANCEMENT | |
| SO Commercial Invoice | ENHANCEMENT | |
| Bulk Part Add | ENHANCEMENT | |
| Bulk Part Removal | ENHANCEMENT | |
| Break downs | ENHANCEMENT | |
| Bulk Breakdown | ENHANCEMENT | |
| Pick List setup screen | ENHANCEMENT | |
| Pick List+ Setup screen | ENHANCEMENT | |
| Create PO from SO | ENHANCEMENT | |
| Return Verify screen and Close screen | ENHANCEMENT | |
| Maxlist | ENHANCEMENT | |
| Maxlist | ENHANCEMENT | |
| Brokerbin Items | ENHANCEMENT | |
| Invoice -> Receive Payment -> Add Payment screen | ENHANCEMENT |
| Task | Description | Type |
| UI Enhancement | Dynamic screen autosize based on screen resolution and percentage selected. Dynamically additional records are shown on the screen and if you use Ctrl key with + the screen will resize with a larger font and less data. Or use Ctrl – to increase data shown. Many customers have asked for this feature to show more inventory lines more POs in a list etc. | NEW |
| QB Sync | QB Sync Issue: The length of the item+mfgr+description exceeding a specific length would prevent the sync completing. Fixed in Production in November. | FIXED |
| 3219 | Ledger Lock changes: 1. Viewing Bill line detail was prevented in a Locked period. That has been relaxed so you can view Bill line detail with no “unlock” first message. 2. When attempting to make a Bill taxable in a Locked period you were blocked correctly from marking it taxable. However after unlocked and then marking it taxable the taxes posted in the current session date. That has been changed to create the tax entry using the Bill date. | ENHANCEMENT |
| 3914 | EORI number printing enhancement for European IQ reseller users only. EORI stands for “Economic Operators Registration and Identification number”. Businesses wishing to do business in the EU must use the EORI number as an identification number in all customs procedures when exchanging information with Customs administrations. Old Logic: EORI number was stored as 1 record with the Client Vendor (CV) record. This number would then appear on Commercial invoice. New Logic: You can enter an EORI number for each contact listed in a CV record so different EORI numbers can be used in the Commercial Invoice for the Shipper, Consignee, and Importer of Records. By default IQ reseller will use each Contact EORI for the Shipper, Consignee and Importer of Record. If one is not present it will use the Main CV record EORI number to print the Commercial invoice. | ENHANCEMENT |
| 3903 | SO Partially applied Prepayment change. Old logic: SO Prepayment Ledger Entries convert to AR Ledger account entries for the value of each SO line invoiced. The Prepayment Ledger account is different than the AR Ledger account. If later the Prepayment is VOIDED in its entirety it was incorrectly updating the AR Ledger Account for the value of both Prepayment and Invoiced Payment which then caused the wrong account account to be updated with the full amount. This was never an issue if the prepayment was voided before any partial invoicing of the product. New logic: When VOIDing a SO Prepayment that is partially invoiced. Ledger entries are made to the SO Prepayment account for the portion of the SO not invoiced. Any invoiced SO lines update the AR Ledger account. This corrects the issue. Example: An SO for $1000 value with a $1000 Prepayment. $300 is invoiced and $700 is not. When the Prepayment is VOIDED at that moment. Your Cash Account used for the payment (typically 1010) will Decrease by $1000 and AR Ledger account will increase by $300 and Prepayment account will decrease by $700. | FIXED |
| 3923 | PO receive flow internal code design change. Users will see no difference. The code change makes the design resilient to concurrent situations: Example: Two users access same inventory item from a PO and update the record and receive it. The first users actions were overridden by the second user. This could also create a situation on Prepayment PO’s where an amount might show in the “Paid Not Posted” field of the AP invoice table. However the Ledger, Vendor Prepayment and Payments tables indicate the full amount has been paid. | FIXED |
| 3978 | Inventory. Removed the possibility for a physical inventory item to have a negative value. Non-inventory type Master items can still have a negative value. | FIXED |
| 3979 | Check printing. Eliminated the possibility of printing a negative amount check from a credit AP (Bills) Invoice. | FIXED |
| 4042 | When tax is removed from an invoice the “Paid in full” date was not updated even though invoice was fully paid. | FIXED |
| 4096 | Fee Shortages in Receive Payments now works correctly when you see the prompt to enter Fee-Shortage Account we expanded the screen to see the whole account. In addition the entered Fee could go to 0 when saved. This is a very handy feature for quickly entering shortages from customer payments due to a wire fee or short pay due to damage or missing components or a Credit Card fee. | FIXED |
| 4100 | Users can now re-open a Closed bank reconciliation from the past. | FIXED |
| 4105 | View invoice > Payment history view. Service Fees from Receive Payments incorrectly. Only the view was incorrect all the underlying accounting was correct in the Ledger. | FIXED |
| 4111 | Situation where freight line added to a existing invoice where a rounding method caused a .002 difference from base amount and foreign amount fields even when done in base currency. Then invoice which was Paid did not show as paid due to the fractional penny. | FIXED |
| 4112 | Receive payments CV lookup was showing inactive Cvcode. Corrected now Inactive CV does not show. | FIXED |
| 4113 | Bank reconciliation issue. If a reconciliation is opened and some of the work completed and then saved but not closed. Then a payment is made within that date range it did not update the ledger account balance for that Bill payment. This is now | FIXED |
| 4117 | Customer Prepayments made via IQ reseller Pay Credit card Processing Refund button was inactive. Fixed in production in December. | FIXED |
| 4125 | Copy Bill was also copying bill receive date. Not anymore. | FIXED |
| 4129 | Customer Statement now ignores from and to Client fields when selecting All Clients and email function. This prevents accidentally emailing a single client other clients statements. You will need to deselect ALL to send a statement to a single client. | FIXED |
| 4130 | Should not be able to change a date on invoice or bill when doing so will do ledger entries prior to the Ledger lock date. Prior to this fix you could change the date on an existing invoice or bill; even if you could not create a new one. | FIXED |
| 4145 | Advance replacement SO created from an SO Return did not update properly with the Avatax calculated amount. Now | FIXED |
| 4148 | Reports – SO – Sales margin report Note wording edited. Note – Estimated Costs are used for SO detail lines that are not reserved or invoiced. | FIXED |
| 4027 | On occasion organizations want to override the default margin share for a particular SO for a variety of reasons. Feature granted to a user in Admin > Access > Sales > Enable Rep Share Tool. How to use: Navigate to Sell > Margin Rep Share. The grid will appear with the sold items in it and the respective margins the user can easily redistribute the share on any single item or all items quickly and easily prior to invoicing. Once invoiced the Rep Share cannot be changed. Certain organizations review the Shipped Orders from the Reserved SO list tab with a filter on Ship status column = Shipped. The owner or manager or accounting department then reviews the margin Share and can change just before invoicing.
| NEW |
| 4116 | SO > Commercial Invoice > Show SO User Defined Field 3 value in the Commercial invoice header details. This allows our customers to have “user defined” field data appear on Commercial invoices if desired. | NEW |
| 4132 | API endpoint to get the commercial Invoice report as XML and JSON format for an SO. | NEW |
| Task | Description | Type |
| UI Enhancement | Dynamic screen autosize based on screen resolution and percentage selected. Dynamically additional records are shown on the screen and if you use Ctrl key with + the screen will resize with a larger font and less data. Or use Ctrl – to increase data shown. Many customers have asked for this feature to show more inventory lines more POs in a list etc. | NEW |
| 4154 | Maxlist changes. 1. Added Mfgr mapping to match with Broker Bin mfg list. 2. Send Now > Name changed to “Sync All”. Logic we re-sync items to BrokerBin. 3. One way substitute had an issue of updating the Qty to the parent item. 4. If the Condition Code was mapped to a BrokerBin qualified Condition code, the Qty wasn’t updating properly in the Broker Bin portal when the qty of item reduced. 5. Substitute checkbox and BrokerBin checkbox columns are set as non-editable, since they are tied to the parent item. Unchecking the parent will remove the subs as well. | ENHANCEMENT |
| 3923 | PO receive flow internal code design change. Users will see no difference. The code change makes the design resilient to concurrent situations: Example: Two users access same inventory item from a PO and update the record and receive it. The first users actions were overridden by the second user. This could also create a situation on Prepayment PO’s where an amount might show in the “Paid Not Posted” field of the AP invoice table. However the Ledger, Vendor Prepayment and Payments tables indicate the full amount has been paid. | FIXED |
| 4007 | Maxlist does not resend item to BrokerBin when quantity goes from 0 to greater than 0. Example: Item is on BrokerBin with a quantity and the item sells out and qty avail = 0; later a new Receipt of that item raises qty above 0. Item will now reappear automatically on BrokerBin without any user intervention. | FIXED |
| 4087 | Only occurs when when printing Blind Shipment packing list WITHOUT a IQ reseller Globalship scheduled shipment. In that case the first level SO customer name was printing in upper right hand corner of Packing List instead of the designated Ship From. Blind and double blind scheduled shipment packing lists were always correct. | FIXED |
| 4110 | V38 Upgrade caused the PO import to fail. This was fixed Nov 9, 2021. | FIXED |
| 4117 | Customer Prepayments made via IQ reseller Pay Credit card Processing Refund button was inactive. Fixed in production in December. | FIXED |
| 4126 | Creating an SO from an SP adds comments and cuts off others. | FIXED |
| 4135 | Summary format serial numbers were incorrect on Picklist. | FIXED |
| 4145 | Advance replacement SO created from an SO Return did not update properly with the Avatax calculated amount. Now | FIXED |
| 4148 | Reports – SO – Sales margin report Note wording edited. Note – Estimated Costs are used for SO detail lines that are not reserved or invoiced. | FIXED |
| 4027 | On occasion, organizations want to override the default margin share for a particular SO for a variety of reasons. Feature granted to a user in Admin > Access > Sales > Enable Rep Share Tool. How to use: Navigate to Sell > Margin Rep Share. The grid will appear with the sold items in it and the respective margins the user can easily redistribute the share on any single item or all items quickly and easily prior to invoicing. Once invoiced the Rep Share cannot be changed. Certain organizations review the Shipped Orders from the Reserved SO list tab with a filter on Ship status column = Shipped. The owner or manager or accounting department then reviews the margin Share and can change just before invoicing.
| NEW |
| 4048 | Maxlist Last Update not new records a timestamp which is useful for diagnosing issues. | NEW |
| 4071 | Maxlist functionality rewritten to use BrokerBin’s latest REST API technology. The REST API logic should be more resilient when making updates at BrokerBin compared to their original SOAP method. This is because BrokerBin had logic restricting the volume of updates per second from a single IP address which was required by each Maxlist user to enter in their RTI registration at BrokerBin. The REST technology eliminates that limiter. | NEW |
| 4080 | Added ability to scan outgoing product serials in the SO screen. Perfect for high volume low value product where its final disposition is to be scrapped or may be sold, saving the effort of scanning serials into IQ reseller or printing a label. See video how to use: https://www.screencast.com/t/tmJHNXtSIlr | NEW |
| 4090 | PO Receive > Items to Receive tab Inventory description can now be edited in the grid overriding the default master item description. IQ reseller automation with erasure and diagnostic software have always updated changes automatically. | NEW |
| 4098 | Client Vendor Select screen redesigned to add searchable address fields. | NEW |
| 4116 | SO > Commercial Invoice > Show SO User Defined Field 3 value in the Commercial invoice header details. This allows our customers to have “user defined” field data appear on Commercial invoices if desired. | NEW |
| 4121 | Added Quality control boxes to Pick list to identify who Picked, Packed, Verified and Shipped order. | NEW |
| 4123 | System Setup > Order Processing > Added a user defined field (UDF) as checkbox control for the Shipping Log screen in Order processing. This can be used to have someone Approve shipments or for other reasons. | NEW |
| 4128 | Company Mask Feature. Allows you Sell Ship Invoice and Return product using different business name address and logo. This is perfect for resellers using multiple web stores or business DBA’s “doing business as”. All customer facing documents are created using the “Company Mask” chosen at the point of sale. | NEW |
| 4141 | Maxlist List > Added a Sync button. This helps to re-sync a Maxlist item to BrokerBin, if failed by any means. | NEW |
| Task | Description | Type |
| UI Enhancement | Dynamic screen autosize based on screen resolution and percentage selected. Dynamically additional records are shown on the screen and if you use Ctrl key with + the screen will resize with a larger font and less data. Or use Ctrl – to increase data shown. Many customers have asked for this feature to show more inventory lines more POs in a list etc. | NEW |
| 4022 | Eliminated the possibility of a duplicate inventoryID being created. In rare events when multiple users were receiving multiple items from the same PO a duplicate inventory item was created in rare instances. This was fixed in all production databases November 19, 2021 with no occurrences since. | FIXED |
| 4087 | Only occurs when when printing Blind Shipment packing list WITHOUT a IQ reseller Globalship scheduled shipment. In that case the first level SO customer name was printing in upper right hand corner of Packing List instead of the designated Ship From. Blind and double blind scheduled shipment packing lists were always correct. | FIXED |
| 4110 | V38 Upgrade caused the PO import to fail. This was fixed Nov 9, 2021. | FIXED |
| 4135 | Summary format serial numbers were incorrect on Picklist. | FIXED |
| 4071 | Maxlist functionality rewritten to use BrokerBin’s latest REST API technology. The REST API logic should be more resilient when making updates at BrokerBin compared to their original SOAP method. This is because BrokerBin had logic restricting the volume of updates per second from a single IP address which was required by each Maxlist user to enter in their RTI registration at BrokerBin. The REST technology eliminates that limiter. | NEW |
| 4080 | Added ability to scan outgoing product serials in the SO screen. Perfect for high volume low value product where its final disposition is to be scrapped or may be sold, saving the effort of scanning serials into IQ reseller or printing a label. See video how to use: https://www.screencast.com/t/tmJHNXtSIlr | NEW |
| 4090 | PO Receive > Items to Receive tab Inventory description can now be edited in the grid overriding the default master item description. IQ reseller automation with erasure and diagnostic software have always updated changes automatically. | NEW |
| 4103 | New 4×1 Inventory label format | NEW |
| 4115 | User Access point Order Processing -> To Ship tab -> Edit Warehouse access. This will allow or deny warehouse shipping personnel from changing the warehouse field. | New |
| 4121 | Added Quality control boxes to Pick list to identify who Picked, Packed, Verified and Shipped order. | NEW |
| 4123 | System Setup > Order Processing > Added a user defined field (UDF) as checkbox control for the Shipping Log screen in Order processing. This can be used to have someone Approve shipments or for other reasons. | NEW |
| Task | Description | FIX, Enhancement, New feature |
| 527 | Payment shortage ledger entry shortcut. When using Invoices > Receive payments screen easily distribute payment shortages to the correct Ledger account for each transaction. For example invoice $1000 net payment is $980 due to incoming bank wire fees. Just enter $20 in the new Shortage column cell for that transaction and select the Ledger account and the both the payment and shortage Ledger entries are done when posting the payments. Also works for Sale Order Prepayments in the same screen.
| NEW FEATURE |
| 3060 | Facebook style notifications over your IQ reseller User Icon when tagged or Assigned a Task created in Client Vendor/CRM > Task Manager. Tasks can be created from any transaction, bill or invoice or client vendor followup of leads. Attachments can be loaded and a due date assigned to complete the Task. The Task tells you what is expected and what transaction or CV it is attached too. A single click from the Task opens the underlying transaction to do action immediately. Re-assign tasks and set due dates or snooze the due date. See your own tasks or as a manager see others.
| NEW FEATURE |
| 3185 | Extended Description Font issues In Master Item default matches size of Description. Was slightly off. Fixed July 9th via SQL stored procedure. | FIXED |
| 3912 | SO Tax being set to 0 when reserving SO that already had calculated Avalara Tax. Tax resets at Invoice anyway so was lower priority. | FIXED |
| 3919 | When auto margin split was enabled AND a Rep involved in the split did not have the required IQ reseller Margin accounts setup for Revenue and COGS etc. then Ledger entries would get created with Ledger account = 0 which was wrong. Now it uses the Main Corporate account mapped in your Admin > System setup. (usually -00 accounts) This issue did not affect any organizations that had the required commission accounts setup remember when adding new Commissionable Reps to always add the Commission Ledger accounts for them. | FIXED |
| 3976 | Ampersand character (&) in the Receive Payments Journal Code prevented Cash Receipts Journal from being printed. | FIXED |
| 3980 | Vendor Prepayment must select the PO 2 times to save. Now it saves on first click. | FIXED |
| 3999 | When using Copy Bill function the Session ID was not set on the newly copied Bill in the APinvoiceTable. Now it is. | FIXED |
| 4000 | Copy Invoice function did not set the Session ID I n the AR invoice table on the newly copied invoice. Now it does. | FIXED |
| 4012 | Note: This case occurred only when a Create PO from SO process AND a SO Early Invoice was created AND a Bulk Type inventory item was then added to the sale. During the final invoice step after early invoice a Ledger Entry would fail for the Bulk item only. | FIXED |
| 4013 | Auto Invoice during Shipment would on occasion with a couple customers would fail to post the ledger transactions for the created invoice. Fixed prior to upgrade July 15. | FIXED |
| 4015 | v37: Globalship tic box under System Setup was not working. Fixed on July 13 for all customers. | FIXED |
| 4029 | SO Early invoice with foreign currency as follows. – The invoice ledger posting fails due to out of balance. Example: The Base currency is EUR 1. Create a SO with a foreign currency say USD 2. Add a line item with foreign unit price is $560 and Base currency unit price is calculated using the conversion rate in IQ. 3. Click Early Invoice Expected Results; The line item added in the early invoiced should be same as the SO line item Actual Results: The line item added in the early invoiced record shows the foreign unit price calculated with the base unit price using the conversion rate and updated in the line item. This caused the difference in the SO amount and Invoice amount. And failed the ledger entries with out of balance. | FIXED |
| 4030 | In a rare case Reserved SO-lines were allowed to be deleted/removed and were not unreserved. Occurred only in the following manner. The SO was created with more than 200 lines. They were reserved first with In Transit inventory items and received the PO lines Then they unreserved a few lines and invoiced a few lines. And they did this unreserved lines for all the reserved lines. In the step 3, the REP “ESH”. Opened that SO record in 2 different browser Tabs. The REP selected a few lines and invoiced. Later, from another tab, the same invoiced line is selected and unreserved. The SO view screen shows the data as it was filled in the screen. So, the status still in “Reserved” which allowed to unreserved. So, the line is unreserved and reserved it again with different line item. FIXED by adding validation. | FIXED |
| 4035 | Unpaid Margin Report ONLY: The Excel Summary does not match with PDF Summary. There are 2 issues on Excel sheet that are not matched with Print PDF1. The returned inventory’s ledger account (REP based) has “matched paid” checkbox unchecked in the glaccount. So, it shouldn’t be displayed in the Unpaid margin report. 2. PO’s apinvoice records should be displayed only on Paid margin and All invoiced margin reports. So, the PO section displaying on Unpaid margin Excel is wrong. | FIXED |
| 4046 | When using the GL Ledger Transactions recurring template feature for Payroll for example. It was using the date the template was created as the Ledger transactions date and the user would have to double check and change. Now it uses the selected session date in the Ledger Transactions screen. | FIXED |
| 4056 | IQ reseller Pay Accepting UK Credit cards issue. Needed to replace UK with GB in the COF token creation when the Card is from the United Kingdom. | FIXED |
| 4060 | Sale Order that had multiple Prepayments against it and then Invoiced. Later if you VOID one of the Prepayments; Paid and Due amount would not update correctly. | FIXED |
| 4074 | SO > Commercial Invoice > Choose the saved commercial ID and Print. The Importer address is wrong. Did not fail if printed while creating only after save. Steps to reproduce: 1. Create a SO with a line item Expected Results: Actual Results: | FIXED |
| No Task | <> symbol characters added code to validate and remove these harmful characters in Inventory Comments, CV Notes and Contact Comments and more. These characters when present would prevent printing certain documents. | FIXED |
| 3917 | When initial payment is a prepayment using IQ reseller Pay you can now refund a portion or the whole or prepayment. IQ reseller Pay invoice payment refunds were already allowed.
| ENHANCEMENT |
| 3985 | Avalara Auto- tax calc when Sale is saved and user is setup with a commission account. Saves time. Before when a lines were added to a sale and the save button was selected the tax calc did not automatically calc by design to stay under Avalara’s server “ping” limit of 10 pings to 1 final invoice. After evaluating user real life data we now added the auto-calc when SO Save button is pressed without any additional user action. Or course when the Sale is invoiced or partially invoiced it “pings” Avalara again to calc the proper taxes. Organizations using Avalara should still be under the Avalara 10 to 1 ratio. | ENHANCEMENT |
| 3997 | Added search fields in Invoices > Receive Payments to search by Invoice ID or Sale ID. Quickly find the payments listed on the Payees check or other communication.
| ENHANCEMENT |
| 3998 | Receive Payment Screen – Functionality Optimization. Eliminated the Payments and Credits grid to show more invoices. Optimized the performance to select large numbers of payments and apply without a timeout issue. Improved logic so multiple users can Receive payments simultaneously without issue. Added ability to enter payment shortages as described earlier. | ENHANCEMENT |
| 4010 | Avalara broad category tax codes were missing have now added those to the available for selection. | ENHANCEMENT |
| 4019 | API – Get Master Items – Add “recadded” date column in the API output response. Went live July 17. | ENHANCEMENT |
| 4045 | IQ reseller Pay – Skip Level 2 and Level 3 data when the mandatory data fields are missed in the payment transaction API request. Prior to this payments could authorize but not fund when required Ship to and Bill to data were missing. Now it will run without the Level 2 and 3 data and process without the Ship to and Bill to. | ENHANCEMENT |
| 4063 | Added Vendor Invoice number to Bills Payments and Credits Report in Excel output. Do a electronic payment now for hundreds of Vendor invoices and output the distribution easily by Vendor invoice ID in the standard report. | ENHANCEMENT |
| 4070 | Invoice List Performance Optimization | ENHANCEMENT |
| 4076 | Bills List Performance Optimization reduced time to display by 60%. | ENHANCEMENT |
| No Task | Bills Payments and Credits Report. Excel Output now works from the “Accounts tab”. Other tabs worked. | ENHANCEMENT |
| Performance | SO Margin Summary Excel output optimized for larger datasets. | ENHANCEMENT |
| Performance | Invoices Payments/Credits List optimized for faster performance. 1000 Unpaid come up in under 2 seconds. | ENHANCEMENT |
| Performance | Performance improvement made on Insert Attribute from API and application | ENHANCEMENT |
| Task | Description | FIX, Enhancement, New feature |
| 3060 | Facebook style notifications over your IQ reseller User Icon when tagged or Assigned a Task created in Client Vendor/CRM > Task Manager. Tasks can be created from any transaction, bill or invoice or client vendor followup of leads. Attachments can be loaded and a due date assigned to complete the Task. The Task tells you what is expected and what transaction or CV it is attached too. A single click from the Task opens the underlying transaction to do action immediately. Re-assign tasks and set due dates or snooze the due date. See your own tasks or as a manager see others.   | NEW FEATURE |
| 3820 | Auto-Add Material list items to Sale Order. Also called “Kitting or Bundling”. IQ reseller already had the ability to use “Buildup or Part Add” to merge items into a parent item. This feature does the opposite so when you add the item to the sale it will add all “ticked” items in the item’s Material list to the Sale as separate lines. This is used by resellers who typically want to show their customers the separate items that are in the “kit” or “bundle” and have been adding them to the sales order manually anyway. For example selling a Cisco Catalyst Chassis item you might add the Power supply, Redundant Power supply, Fan and motherboard or daughterboard on separate lines. You might price just the parent item and leave the additional “kit” lines with no value OR you might want to show the price of each kit line item.
| NEW FEATURE |
| 3866 | Update Received PO line items Purchase cost via Excel. This is important for ITAD resellers which have a large amount of different SKU’s on one PO and are going to redistribute a gross purchase amount to individual items. Invoiced items cannot be updated. To use your spreadsheet needs the inventory ID and the POID only. Simple go to Inventory > Import and Select Update option. | NEW FEATURE |
| 4001 | IQ reseller GlobalShip > To Ship screen. Add color coding and edit warehouse function to know what scheduled shipments are ready to ship where product is Reserved and Received. Made warehouse editable for each shipment to quickly update what person is handling the order OR what pre-shipment stage the order resides in. See video. Great for high volume shippers or those that do lots of configuration on orders improved communication to sales and less time spent looking at orders where goods to be shipped are not in the building. | NEW FEATURE |
| 4011 | Added Erasure API endpoint to allow any Erasure or Diagnostic test vendor to send an xml report and then configure, create and map product attributes based on Product type. This makes the IQ reseller “One Touch” asset processing very easy to enable for any external program as all data normalization and formatting are handled by our endpoint. | NEW FEATURE |
| 3185 | Extended Description Font issues In Master Item default matches size of Description. Was slightly off. Fixed July 9th via SQL stored procedure. | FIXED |
| 3945 | SO – Additional Information tab contract field was not saving on SO Save | FIXED |
| 4034 | Some attribute values were saved with extra spaces which required TRIM commands to then report without spaces. FIXED in September and scripts were run to clear spaces out of all customers attributes. | FIXED |
| 4056 | IQ reseller Pay Accepting UK Credit cards issue. Needed to replace UK with GB in the COF token creation when the Card is from the United Kingdom. | FIXED |
| No Task | <> symbol characters added code to validate and remove these harmful characters in Inventory Comments, CV Notes and Contact Comments and more. These characters when present would prevent printing certain documents. | FIXED |
| 3985 | Avalara Auto- tax calc when Sale is saved and user is setup with a commission account. Saves time. Before when a lines were added to a sale and the save button was selected the tax calc did not automatically calc by design to stay under Avalara’s server “ping” limit of 10 pings to 1 final invoice. After evaluating user real life data we now added the auto-calc when SO Save button is pressed without any additional user action. Or course when the Sale is invoiced or partially invoiced it “pings” Avalara again to calc the proper taxes. Organizations using Avalara should still be under the Avalara 10 to 1 ratio. | ENHANCEMENT |
| 4045 | IQ reseller Pay – Skip Level 2 and Level 3 data when the mandatory data fields are missed in the payment transaction API request. Prior to this payments could authorize but not fund when required Ship to and Bill to data were missing. Now it will run without the Level 2 and 3 data and process without the Ship to and Bill to. | ENHANCEMENT |
| Performance | Inventory and Inventory History list performance optimization. Inventory list now even with 500,000 records displays in 2 seconds. Inventory History with over 2 million records display in 2.5 seconds. | ENHANCEMENT |
| Performance | API Insert SO line internal comments allowed only 100 characters now expanded to 2048. | ENHANCEMENT |
| Performance | SO Margin Summary Excel output optimized for larger datasets. | ENHANCEMENT |
| Performance | SO List view Performance Improvement loads 70% faster in 1 second even with 1000 Open sales. | ENHANCEMENT |
| Performance | New SO and View SO optimized with faster loading now. | ENHANCEMENT |
| Task | Description | FIX, Enhancement, New feature |
| 3060 | Facebook style notifications over your IQ reseller User Icon when tagged or Assigned a Task created in Client Vendor/CRM > Task Manager. Tasks can be created from any transaction, bill or invoice or client vendor followup of leads. Attachments can be loaded and a due date assigned to complete the Task. The Task tells you what is expected and what transaction or CV it is attached too. A single click from the Task opens the underlying transaction to do action immediately. Re-assign tasks and set due dates or snooze the due date. See your own tasks or as a manager see others.
| NEW FEATURE |
| 4001 | IQ reseller GlobalShip > To Ship screen. Add color coding and edit warehouse function to know what scheduled shipments are ready to ship where product is Reserved and Received. Made warehouse editable for each shipment to quickly update what person is handling the order OR what pre-shipment stage the order resides in. See video. Great for high volume shippers or those that do lots of configuration on orders improved communication to sales and less time spent looking at orders where goods to be shipped are not in the building. | NEW FEATURE |
| 4011 | Added Erasure API endpoint to allow any Erasure or Diagnostic test vendor to send an xml report and then configure, create and map product attributes based on Product type. This makes the IQ reseller “One Touch” asset processing very easy to enable for any external program as all data normalization and formating are handled by our endpoint. | NEW FEATURE |
| 4015 | v37: Globalship tic box under System Setup was not working. Fixed on July 13 for all customers. | FIXED |
| 4034 | Some attribute values were saved with extra spaces which required TRIM commands to then report without spaces. FIXED in September and scripts were run to clear spaces out of all customers attributes. | FIXED |
| 4047 | When using Inventory Bulk Changes from the Inventory Screen or Advance Inventory Screen to change Warehouse, it is not working when multiple warehouse contain similar names with the differential in the name coming after a space. | FIXED |
| 4050 | Attributes are deleted randomly when ITAD Workflow Process feature is used to change UDFs on inventory items. | FIXED |
| 4057 | ITAD Workflow process – The process allows to save Inventory with Blank Description when it should not. | FIXED |
| 4074 | SO > Commercial Invoice > Choose the saved commercial ID and Print. The Importer address is wrong. Did not fail if printed while creating only after save. Steps to reproduce: 1. Create a SO with a line item Expected Results: Actual Results: | FIXED |
| No Task | <> symbol characters added code to validate and remove these harmful characters in Inventory Comments, CV Notes and Contact Comments and more. These characters when present would prevent printing certain documents. | FIXED |
| No Task | UPS International Shipping – Using Duplicate line would clear the unit code from the existing line items. | FIXED |
| 4014 | Prevent users from creating Generic Shippers with same names as GlobalShip Integrated shipper names to avoid conflict with then prevented use. | ENHANCEMENT |
| 4059 | FedEx International – Customs screen entries are now “sticky” and retain the last values input which will speed international shipments for all.
| ENHANCEMENT |
| Performance | Inventory and Inventory History list performance optimization. Inventory list now even with 500,000 records displays in 2 seconds. Inventory History with over 2 million records display in 2.5 seconds. | ENHANCEMENT |
We are excited to announce that we have a new Beta version of ReportWriter that is ready for customer testing.
An open test period is now available until Midnight CST, Wed, Jun 23, 2021.
Use your existing Report writer Credentials and log into https://testreports.iqreseller.com See the new version and test your important reports prior to upgrade June 26th.
New Features in IQ reseller ReportWriter 6.0 include:
And many more bug fixes etc.
If you experience any issues or bugs, please report them to our support department: support@iqreseller.com
| Task | Description | Type |
| 1568 | ENHANCEMENT. Buyer Seller Margin entries rounded to 2 decimal places. | ENHANCEMENT |
| 1804 | FIXED. Sort by Checknumber filter. Bills > Payments and Credits report. | FIX |
| 2396 | FIXED. Rep margin share for “BULK” type inventory items only. Margin now splits between Buyer and Seller at the auto-calculated percentage set in Admin for bulk items just like individualized items. | FIX |
| 3129 | FIXED. When Selling in a foreign currency and printing the Commercial invoice in Base currency the Commercial invoice value in some cases might be off by 1 penny due to line item total rounding method. Fixed. | FIX |
| 3638 | FIXED. When using “Copy Bill” function to copy a Miscellaneous Bill. Then enter the SO or PO in the distribution. The ledger posted to the original copied distribution SO or PO not the updated distribution SO or PO. | FIXED |
| 3689 | NEW FEATURE. Alternate check print format Deluxe DLT 153 with check on top. | NEW FEATURE |
| 3767 | NEW FEATURE. USPS – United States Postal Service Integration via EasyPost – Print 26 Packaging Types including all the Flat rate and International shipments. Click here to signuphttps://www.easypost.com/signup?utm_source=iqreseller Then visit this quickstart guide https://www.easypost.com/getting-started Login to your EasyPost account, navigate to the API Keys section on the EasyPost Dashboard: https://www.easypost.com/account/api-keys. The API Keys section can be found by clicking on your account email in the top left corner of the EasyPost Dashboard: Insert your API keys there. Then insert the same API key in IQ reseller Admin > System setup > Integrated Apps.
| NEW FEATURE |
| 3773 | ENHANCEMENT. Invoices created with zero value from SO are now listed in Paid Invoice screen in addition to the All Invoice Screen. | ENHANCEMENT |
| 3781 | FIXED. Bank reconcilation Print. A few adjustments to show specific records outstanding or cleared depending on report filter. | FIXED |
| 3787 | NEW FEATURE. Admin system setup > inventory tab For electronic component resellers Create Master Item default setting type “BULK” instead of “individualized”. | NEW FEATURE |
| 3802 | FIXED. Reports > Bills > Payments and Credits Report now sorts by check number in all outputs. | FIX |
| 3817 | FIXED. Do not allow a Vendor Prepayment to be Voided if a payment has been applied to any bill. This could cause Bill account and Bill prepayment account to be out of balance. Message now appears to the user. “Void is not allowed since prepayment is partially applied”. Recommended action for user is to use the function at the bottom of Vendor Prepayment screen “Convert Vendor Prepayment to Credit Invoice” | FIX |
| 3818 | ENHANCEMENT. Removed today’s date filter from Quick Books Online “Completed Payments Screen” | ENHANCEMENT |
| 3826 | FIXED. Report > Taxes > Tax Reconciliation Report. Affected Foreign Currency Puchases only. The Purchase amount was incorrectly displayed in the Foreign currency value instead of the Base currency value like the Sales – Purchases Tax Report. The Accounting Ledger was always correct. | FIX |
| 3849 | ENHANCEMENT> IQ reseller PAY Add a button to the CV record view to see all Cards on File with a specific CV | ENHANCEMENT |
| 3863 | FIXED. SP to SO creation loses Item’s Ledger Sales Distribution Ledger info. Issue only arises when your SP is configured to use Ledger Sales Distribution to Categorize sales on the Profit & Loss. | FIX |
| 3872 | FIXED. Master Item Update Import is not mapping SalePrice2 field. Fixed in Nov. 2020. | FIX |
| 3874 | ENHANCEMENT. IQ ResellerPAY phase 2. Added ability to send buyer a secure link from the Contact view for the buyer to securely enter their credit card details. Card is “tokenized” and last 4 digits are saved with the contact. | ENHANCEMENT |
| 3878 | Enhancement. Added Sales REP from SO to the IQ reseller PAY – Payments Reports for easy chargeback of exact Credit card payment costs to the Sales REP. | FIX |
| 3886 | FIXED. Copy SO function is copying the source SO Recadded date when it should use current session date. | FIX |
| 3892 | FIXED. Print Prepayment check is not honoring the check format setting set in Bills > Print Checks. Non-Prepayment checks printed fine. | FIX |
| 3895 | FIXED. IQ resellerPAY Added ability to Refund a SO prepayment which now allows the underlying SO to be VOIDED. | ENHANCEMENT |
| 3899 | FIXED. Fixed in January 2021 with a patch. Bank reconciliation in some cases not picking up the correct glaccount balance. | FIX |
| 3900 | FIXED. Zero value invoices get a paid in full date equal to invoice creation date. Move to paid Tab. Previously they did not move to the Paid Tab. | FIX |
| 3901 | FIXED. SO with with 1 line taxable and 1 line not; then create Early invoice and the non-taxable line would be incorrectly taxed. | FIX |
| 3902 | ENHANCEMENT. Changed Commercial invoice currency to allways use the Sale transaction currency. This prevents value changes on the commercial invoice when re-printing in Base currency with updated Currency conversion rates over time. | ENHANCEMENT |
| 3907 | NEW FEATURE. Generic shippers can now be made Inactive so they don’t appear in the selection dropdown when Scheduling new shipments. Nice for IQ reseller users that used IQ reseller for years and might have dozens of Shippers they don’t use anymore. | NEW FEATURE |
| 3911 | FIXED. SO Prepayment which is later converted to a Credit invoice was not being marked as posted. | FIX |
| 3912 | FIXED. Avalara Tax Service users only. When Reserving an SO that has Avalara Tax already saved the Reserve function was reseting tax to 0. Users were then required to re-select the Calc Avatax button. | FIX |
| 3914 | ENHANCEMENT. Due to BREXIT The existing European EORI number fields were added to include Shipper, Consignee and Importer of record. | FIX |
| 3925 | NEW FEATURE. Configure attributes to print on your Inventory label to create your own 2 x 4 custom label. 1. In the Print label setup, we have added 2 new dropdowns for Attribute 1 and Attribute 2 2. For example: Attributes for OS and Battery are Selected and then print with Bold label. 3. These attributes selection are saved per REP in the report settings. | FIX |
| 3926 | FIXED. VAT Tax Report for Foreign Currency transactions shipped within the resident country. Sales and Purchases Tax report was correct. | FIX |
| 3927 | NEW FEATURE. Added ability to upload text to SO the text feature to SO detail lines area that is in VFP | ENHANCEMENT |
| 3929 | FIXED. Added country code for South Korea to available lists. | FIX |
| 3930 | FIXED. SO line view “Reserved by” rep is now the actual user who reservedthe item instead of the SO rep. The Right click inventory Action Table record was not changed as that showed the correct rep. | FIX |
| 3935 | FIXED. Inventory > Warehouses Admin screen search did not work. | ENHANCEMENT |
| 3938 | ENHANCEMENT. IQ reseller PAY integrated Credit Card payment processing now allows a partial value SO Deposit payment from CC. | FIX |
| 3939 | ENHANCEMENT. Add Bulktype master item Reserve capability on SO import. Now you can import a SO with both “individualized and “bulk” type inventory items and Reserve them all. | FIX |
| 3943 | FIXED. CV Ledger Report Showing voided not posted payments. Report was wrong underlying accounting data was correct. | ENHANCEMENT |
| 3953 | FIXED. In Inventory list screen”Conditioncodedate” column search filter; if it had a value then export to excel for the items would fail. | FIX |
| 3954 | FIXED. Sales Proposal Sales Distribution Logic transfers from SP to SO for final invoice. | FIX |
| 3958 | FIXED. Avalara Tax Service users only. RMA Return is Closed and a Taxable Credit Memo is generated. The Open invoice aging report included the value of the Credit but not the tax value of the credit. Ledger accounting was all correct only the report was missing that item. | ENHANCEMENT |
| 3966 | ENHANCEMENT. IQ resellerPAY Increased flexibility to allow CV Cards on File to be used with any transaction within that CV. | FIX |
| 3969 | FIXED. April 20 via patch. Ledger transaction list view default order changed to most recent Session ID first then decending order. | FIX |
| API | FIXED. API endpoint. Insert CV – cvtype tag is not parsed in JSON input. | FIX |
| NA | ENHANCEMENT. Changed the date time for all entries to the users local computer device date time. Previously all entries were based on Azure East US data center time. | ENHANCEMENT |
| NA | ENHANCEMENT. IQ resellerPAY can now accept payment cards from foreign buyers. | FIX |
| NA | FIXED. Sales proposal creation now sets internal Shipdate and Scheduledate set as default start date instead of NULL. Prevents later issue from arising. | ENHANCEMENT |
| NA | FIXED. Update scheduled shipment date is not updating in stdetail table for that item it was updating the Shipment detail. This improves data for custom report writer reports. | ENHANCEMENT |
| NA | ENHANCEMENT. Paid invoiced margin report – Preview and Excel – Performance improvement displays in 30% less time. | FIX |
| NA | ENHANCEMENT. PO Item Summary price chance. Eliminated confirmation pop-up for even faster repricing. | ENHANCEMENT |
| NA | ENHANCEMENT. Avalara Tax users only. Improvement in Ship-From information sent to Avatax. | ENHANCEMENT |
| Task | Description | Type |
| 1568 | ENHANCEMENT. Buyer Seller Margin entries rounded to 2 decimal places. | ENHANCEMENT |
| 2396 | FIXED. Rep margin share for “BULK” type inventory items only. Margin now splits between Buyer and Seller at the auto-calculated percentage set in Admin for bulk items just like individualized items. | FIX |
| 3767 | NEW FEATURE. USPS – United States Postal Service Integration via EasyPost – Print 26 Packaging Types including all the Flat rate and International shipments. Click here to signuphttps://www.easypost.com/signup?utm_source=iqreseller Then visit this quickstart guide https://www.easypost.com/getting-started Login to your EasyPost account, navigate to the API Keys section on the EasyPost Dashboard: https://www.easypost.com/account/api-keys. The API Keys section can be found by clicking on your account email in the top left corner of the EasyPost Dashboard: Insert your API keys there. Then insert the same API key in IQ reseller Admin > System setup > Integrated Apps.    | NEW FEATURE |
| 3787 | NEW FEATURE. Admin system setup > inventory tab For electronic component resellers Create Master Item default setting type “BULK” instead of “individualized”. | NEW FEATURE |
| 3801 | ENHANCEMENT. Print PO contract in summary format we have removed item cost and left the extended cost by customer request. | ENHANCEMENT |
| 3830 | FIXED. Email misspelled on print purchase order ship to address | FIX |
| 3840 | FIXED. RMA Packing list had IQ reseller user Ship From address instead of Customer ship from; which would have been the original Ship to address. | FIX |
| 3841 | FIXED. Voided PO should not allow user to add a New Line | FIX |
| 3847 | ENHANCEMENT. Shipping Log screen email of Pick or Packing List changed PDF name to SO number from internal ID. | ENHANCEMENT |
| 3848 | ENHANCEMENT. SO Import creates Master Items in the import if Mfgr is supplied in the source file. | ENHANCEMENT |
| 3849 | ENHANCEMENT> IQ reseller PAY Add a button to the CV record view to see all Cards on File with a specific CV | ENHANCEMENT |
| 3863 | FIXED. SP to SO creation loses Item’s Ledger Sales Distribution Ledger info. Issue only arises when your SP is configured to use Ledger Sales Distribution to Categorize sales on the Profit & Loss. | FIX |
| 3872 | FIXED. Master Item Update Import is not mapping SalePrice2 field. Fixed in Nov. 2020. | FIX |
| 3874 | ENHANCEMENT. IQ ResellerPAY phase 2. Added ability to send buyer a secure link from the Contact view for the buyer to securely enter their credit card details. Card is “tokenized” and last 4 digits are saved with the contact. | ENHANCEMENT |
| 3880 | FIXED. Master Item lookup – Performance Issue when over 250,000 substitutes are related to other items in the database. Optimized query to eliminate issue. Released Dec 2020. | FIX |
| 3886 | FIXED. Copy SO function is copying the source SO Recadded date when it should use current session date. | FIX |
| 3895 | FIXED. IQ resellerPAY Added ability to Refund a SO prepayment which now allows the underlying SO to be VOIDED. | ENHANCEMENT |
| 3901 | FIXED. SO with with 1 line taxable and 1 line not; then create Early invoice and the non-taxable line would be incorrectly taxed. | FIX |
| 3902 | ENHANCEMENT. Changed Commercial invoice currency to allways use the Sale transaction currency. This prevents value changes on the commercial invoice when re-printing in Base currency with updated Currency conversion rates over time. | ENHANCEMENT |
| 3906 | FIXED. System Setup > PO > Breakdown – Bulk type item only add to existing PO was broken. | FIX |
| 3907 | NEW FEATURE. Generic shippers can now be made Inactive so they don’t appear in the selection dropdown when Scheduling new shipments. Nice for IQ reseller users that used IQ reseller for years and might have dozens of Shippers they don’t use anymore. | NEW FEATURE |
| 3912 | FIXED. Avalara Tax Service users only. When Reserving an SO that has Avalara Tax already saved the Reserve function was reseting tax to 0. Users were then required to re-select the Calc Avatax button. | FIX |
| 3914 | ENHANCEMENT. Due to BREXIT The existing European EORI number fields were added to include Shipper, Consignee and Importer of record. | FIX |
| 3923 | FIXED. On Bills with a Vendor Prepayment, the system was leaving an amount in Paid non Posted in 1 case. | FIX |
| 3924 | FIXED. Master Item > Attribute Search screen. Search was case sensitive now it is not. | NEW FEATURE |
| 3929 | FIXED. Added country code for South Korea to available lists. | FIX |
| 3933 | FIXED. It was possible to edit the SO view Client ID field which did not match the main CV record. Client ID can never be changed only the longer Client full name. | FIX |
| 3935 | FIXED. Inventory > Warehouses Admin screen search did not work. | ENHANCEMENT |
| 3937 | FIXED. DropShip Purchase Packet feature when using a “bulk type” item in a “multiple purchase” packet. Rare event solved. | FIX |
| 3938 | ENHANCEMENT. IQ reseller PAY integrated Credit Card payment processing now allows a partial value SO Deposit payment from CC. | FIX |
| 3949 | ENHANCEMENT. Added AI- intelligence to the inventory import. If import source file has no qty. field or qty field eith blank value will add the item and will make qty 1 for that item(s). Any qty field with 0 will still be rejected as before. | |
| 3953 | FIXED. In Inventory list screen”Conditioncodedate” column search filter; if it had a value then export to excel for the items would fail. | FIX |
| NA | ENHANCEMENT. Changed the date time for all entries to the users local computer device date time. Previously all entries were based on Azure East US data center time. | ENHANCEMENT |
| NA | ENHANCEMENT. IQ resellerPAY can now accept payment cards from foreign buyers. | FIX |
| NA | FIXED. Sales proposal creation now sets internal Shipdate and Scheduledate set as default start date instead of NULL. Prevents later issue from arising. | ENHANCEMENT |
| NA | FIXED. Update scheduled shipment date is not updating in stdetail table for that item it was updating the Shipment detail. This improves data for custom report writer reports. | ENHANCEMENT |
| Task | Description | Type |
| 3129 | FIXED. When Selling in a foreign currency and printing the Commercial invoice in Base currency the Commercial invoice value in some cases might be off by 1 penny due to line item total rounding method. Fixed. | FIX |
| 3767 | NEW FEATURE. USPS – United States Postal Service Integration via EasyPost – Print 26 Packaging Types including all the Flat rate and International shipments. Click here to signuphttps://www.easypost.com/signup?utm_source=iqreseller Then visit this quickstart guide https://www.easypost.com/getting-started Login to your EasyPost account, navigate to the API Keys section on the EasyPost Dashboard: https://www.easypost.com/account/api-keys. The API Keys section can be found by clicking on your account email in the top left corner of the EasyPost Dashboard: Insert your API keys there. Then insert the same API key in IQ reseller Admin > System setup > Integrated Apps.
| NEW FEATURE |
| 3859 | FIXED. Inventory > Advanced inventory Change Condition code on multiple selected items was not working. | FIX |
| 3862 | FIXED. Inventory update via spreadsheet. Custom user defined fields were populating with zeros in inventory user defined fields from a blank source field. Changed last October via patch. | FIX |
| 3881 | FIXED. Cannot delete a Bulk type Inventory item Serial number that contains spaces. | FIX |
| 3906 | FIXED. System Setup > PO > Breakdown – Bulk type item only add to existing PO was broken. | FIX |
| 3924 | FIXED. Master Item > Attribute Search screen. Search was case sensitive now it is not.
| NEW FEATURE |
| 3949 | ENHANCEMENT. Added AI- intelligence to the inventory import. If import source file has no qty. field or qty field eith blank value will add the item and will make qty 1 for that item(s). Any qty field with 0 will still be rejected as before. | ENHANCEMENT |
| API | FIXED. When using Insert SO API – with a mulitple SO insert, all the inserts failed when one of the SO content has missing or bad data. Now the complete SO’s are inserted and SO with missing required fields or bad data is not. | FIX |
| NA | ENHANCEMENT. Changed the date time for all entries to the users local computer device date time. Previously all entries were based on Azure East US data center time. | ENHANCEMENT |
| NA | Inventory List -Userdefined5 is not working | FIX |
| NA | FIXED. Import Master Item Update Category 2 Sub Query Error. | FIX |
Easy search for “How to” guidance on IQ reseller functions.
April 02, 2024 – By IQreseller
| Status | Tasks | Description |
| Fix | 4292 | Fixed the inventory summary report to use the “Sort By” options. |
| New Enhancement | 4327 | Added a batch number to AP Payments records then added the ability to void all payments in that batch number at one time. |
| New Enhancement | 4492 | Removed Print Function from Ledger > Ledger Transactions and Add Export to PDF function |
| New Enhancement | 4508 | Added the apinvoice vendor invoice number as Vendor Bill to Bills Payments and Credits report. |
| Fix | 4509 | Bill was not being generate due to timing issue, duplicate key value for apinvoicedetailid which is now fixed. |
| New Enhancement | 4518 | Added more room in the footer when printing invoices allow it to be a little taller/higher space for data. |
| Fix | 4534 | Now allowing Credit to APinvoice/Bill to have the paymentID on the general ledger transaction like the regular payments. |
| New Enhancement | 4557 | Added PO id of inventory item non-inventory item removed from to general ledger transaction for the part removal of a non inventory item. |
| New Enhancement | 4558 | Added option to turn off the intervals column on the Profit and loss report. |
| Fix | 4633 | P&L Report didn’t line up with Report Admin Report Name. |
| New Enhancement | 4692 | When a user copies a invoice, it will not longer post it right away until the copied invoice is saved. |
| New Enhancement | 4663 | When a user copies a bill, the system will not post the bill until the bill is saved. |
| Fix | 4566 | Sales/Purchase Tax Report was not contingent on Customer’s Residential Country. |
| Fix | 4686 | When voiding a APpayment, we now advise of a currency adjustment in the original posting session and use that in void session. |
| Fix | 4690 | We now allow the change the currency rate on manual ledger transaction once date is entered. |
| New Enhancement | 4624 | Added a check box selection on all 3 reports under the commission reports drop down, Paid invoiced margin, Unpaid invoiced margin, All invoiced margin. |
| Status | Tasks | Description |
| Fix | 4421 | SO imported can now be voided |
| New Enhancement | 4527 | Expand Comments of the CI. |
| Fix | 4561 | PO list contract selection option screen allows user to use the magnifying glass to select another rep’s PO to print the contract and is now fixed |
| Fix | 4693 | User could not unreserve items even with unreserve/unreserve is marked in Access and when show prices is unmarked. |
| Fix | 4596 | Create PO from SO – PO ship to field defaulting to customer information when it should not have and is now fixed. |
| Fix | 4627 | System was allowing users to add more items to a invoices SO replacement during the return of a SO. This is now fixed to create a new SO for replacement when the first SO has been invoiced. |
| Status | Tasks | Description |
| New Enhancement | 3727 | Added a clear marks button under inventory. |
| Fix | 3764 | Maxlist Marketplace status data entry issue is now fixed. |
| Fix | 3948 | Action date and actual date was not getting timed stamp on import inventory on inventorycomments table. |
| New Enhancement | 3960 | Added a Inventory Access Right for Maxlist. |
| New Enhancement | 4400 | Maxlist > BrokerBin Status – last update filter should include a greater than option and it has now been added. |
| Fix | 4500 | Shipping Service was not saving default in System Shipper Setup. |
| Fix | 4547 | Inventory Breakdown displays rounded unit cost and it should not have. |
| New Enhancement | 4688 | New 2×1 Label to show item number. |
| New Enhancement | Shipping Project | New UPS customs screen based on Easypost – Please view this support KB as all UPS users in Globalship have to switch to Easy Post by June 1 2024. https://support.iqreseller.com/en/kb/easypost-ups-registration |
| New Enhancement | Shipping Project | New FedEx customs screen to go with new shipping window. |
| Fix | 4572 | The inventory comments table shows item received after a location change when item was in transit and it should not have. |
| New Enhancement | Shipping Project | UPS from Easy Post – please view this support KB as all UPS users in Global ship have to switch to Easy Post by June 1 2024. https://support.iqreseller.com/en/kb/easy post-ups-registration |
| Fix | 4592 | FIXED – Import attributes must not create a record in attribute value table for attributes that is a text attribute. |
| Fix | 4593 | System comments on inventory item for write down is now worded to make it sound better. |
| Fix | 4636 | Add inventoryID to view inventory from the inventory or inventory history list. |
| New Enhancement | 4639 | Added under the im import update of master item to show url of image in the mappable list. Update in new Master Item import as well. |
| New Enhancement | 4616 | Added a comment to system comments and to the actions/Comments table when location is changed during cycle count. |
| Fix | 4619 | Inventory comments table dates/times are now displaying the correct dates and times. |
| New Enhancement | Shipping Project | Shipping UI is improve for SO view performance, better View of shipping screen, and additional settings for Providers based on the new requests on FedEx and UPS. |
| Status | Tasks | Description |
| New Enhancement | 4641 | Add non-inventory item from the Insert SO API call |
| New Enhancement | 4691 | Avalara Enhancement – Marketplace location transactions to stop taxes from being added for some retail sales. |
| New Enhancement | 4640 | Created non-inventory item in the Insert master item API call |
| Fix | Fix | SO ship status is not updated when shipment is updated via API, this is now fixed. |
| New Enhancement | External | IQ now offers a eBay Integration! Please view this link to learn more: https://support.iqreseller.com/end/kb/eBay-integration-details |
November 20, 2023 – By IQreseller
| Status | Tasks | Description |
| Fix | 4609 | Item Number disappears when changing a Clei Item under Inventory is now fixed. |
| Fix | 4595 | The create PO from SO with purchase packet enabled, failed, and just hangs on the creation. This is now fixed to load without issue. |
| New Feature | 4587 | Added a qty count on Bulk Advance change menu. When you scan a item, it will now count how many items you have scanned and marked. |
| New Feature | 4578 | Due to new tax laws within MN IQ added 2 more tax boxes to the tax structure for a total 6 taxes options within IQ. You can now have 6 possible taxes on the following menus screens: 1. PP Print 2. PO Print 3. PO Export to Excel 4. PO Contract Print 5. PO Contract Export to Excel 6. AP Invoice Print 7. AP Invoice Export to Excel 8. AP Invoice Export to XML 9. SP Print 10. SO Print 11. SO Contract 12. SO Contract Export to Excel 13. AR Invoice Print 14. AR Invoice Print (French) 15. AR Invoice Export to Excel 16. AR Invoice Export to XML 17. Sales- Purchase Tax Report 18. Sales- Purchase Tax Report – Export Excel 19. VAT-Tax Report 20. VAT-Tax Report Export to Excel 21. Tax Reconciliation 22. Invoice Register Print 23. Invoice Register Export to Excel 24. Tax Reports |
July 14, 2023 – By IQreseller
| Status | Tasks | Description |
| Fix | 4524 | Calculate avalara avatax on Add Line function in a Return Credit Memo. |
| Fix | 4191 | Added an option to show currency symbol on printed checks. |
| Fix | 4342 | Fixed Avalara tax is putting full new amount of tax into the ledger transactions for a change of unit price on AR invoice, instead of the amount of tax change. |
| Fix | 4419 | Delete Function in Admin > Terms is now working. |
| Fix | 4427 | When a user is now voiding an ARpayment, users will now know if there was a currency adjustment in the original posting session which it will now use that in void session. |
| Fix | 4431 | Corrected the prepayment void field, void status now appears. |
| Fix | 4433 | Added Total Credit Remaining to print from a CREDIT AR invoice. |
| Fix | 4448 | FIXED: Bills >> Payment and Credit report to now pull. |
| Fix | 4476 | Corrected the credit invoice created from returns on Inventory history page that has amount 0.00 to now put in a paid in full date. |
| Fix | 4506 | Corrected the rounding adjustment Issue when SO prepayment is applied with manual adjustment in the amount |
| Fix | Internal | Filtering now works under Payment and Credits in the Invoice |
| Fix | Internal | Print Sample Check is now fixed. |
| Fix | Internal | Ledger Transaction Screen >> Print Setup -> Remove unnecessary scrollbar. |
| Fix | 4488 | SO number will now be included on Ledger entries generated from tax adjustments done on an Invoice. |
| Fix | 4451 | Corrected the filtering issue for the CV Contact Ismaincontact, ship to, remit to and bill to. As well as the scrollbar issue in lookup for CV shipping and New/View. |
| Fix | 4386 | When a user clicked on item label it did not sort correctly on write down list after retrieval and it is now fixed to do so. |
| New Feature | 4460 | Added warehouse column to the inventory write down selection screen. |
| Fix | 4484 | Bills >> Unpaid screen has added new filters. |
| Status | Tasks | Description |
| Fix | 3063 | Corrected the Copy PO: Return Pending Action Type PO record copies the return pending type when it should NOT have. |
| Fix | 3631 | Allow margin split screen to appear when default margin is set to 0 % |
| New Feature | 4387 | Added search filters to the Price History window. |
| Fix | 4416 | Print name will now show instead of Code for the buyer and seller in the section 5: ACCEPTANCE: area of print PO Contract. |
| New Feature | 4417 | Added the access setting for sales – margin summary & sales – Sales Margin report for “Show for all Reps”. |
| Fix | 4424 | A space will now appear when you add a new new line character to the internal comments under the bill screen. |
| New Feature | 4428 | Added an option to admin >> system setup >> SO to copy SO internal comments to Invoice internal comments. |
| Fix | 4432 | When a user added an apostrophe in mfgr it prevented inventory from being reserved and this has been corrected. |
| New Feature | 4436 | Implemented new logic tool to diagnose the ledger accounts in System setup and display the status. |
| Fix | 4444 | The wrong corporate ledger account for Returns-COG was created and used when Scrap at Client site was used in the RMA. |
| Fix | 4445 | When using the Create PO from SO the system was selecting the wrong Ship To Address when a user was changed from default. |
| New Feature | 4450 | Added the function to include SO Non-Inventory items to Early Invoice. |
| New Feature | 4452 | Added a verification on delete of potype from the potype table. |
| Fix | 4455 | Corrected PO Void from being allowed for prepaid PO’s. |
| Fix | 4457 | Ship to on SO by hitting a “one time” did not give the message box asking to change shipments to this address and this feature was added to allow this pop-up. |
| Fix | 4458 | Made “all manufacturer” box wider to be able to see all mfgr selected for master item list report. |
| Fix | 4470 | SP line item >> The item number gets cleared when an Item is looked at and is invoked and Cancels it. This has been corrected. |
| Fix | 4473 | Under Returns -> Return Reason Code Delete validation has been corrected to validate. |
| New Feature | 4474 | Added poid and line number to scan serial number screen. |
| Fix | 4475 | Location has been added when you export the SO out of IQ to excel. |
| New Feature | 4479 | Add the ability to search under reserve in the SO reserve screen. |
| New Feature | 4480 | Added a method to delete import mappings for SO import. |
| New Feature | 4481 | Added a method to delete import mappings for PO import. |
| New Feature | 4483 | Added the ability to add PO and SO from Master Items. |
| Fix | 4494 | Corrected the logic to stop permissions from now saving all the time. |
| Fix | 4502 | Corrected the SO and PO from not displaying correctly when a Mfgr was chosen. |
| Fix | 4511 | Received and current fields on inventory comments table records incorrect when item is remove/deleted on receive screen. This is now corrected to display correctly. |
| Fix | 4517 | Allow the refresh of the sub-category update list after save on a sub-category record. |
| Fix | 4519 | Corrected the Email Notification Saying Message Sent even with Interactive Off and when inactive is not enabled or email is not setup the pop-up will no longer appear. |
| Fix | 4540 | Early Invoice message was not grammatically correct and had no space between the words early & invoice for Early Invoice, it has now corrected. |
| Fix | 4546 | Added logic to stop duplicate substitute records from being added. |
| Fix | Customer Issue | The Attachment MAX limit was not working based on System Setting and logic was added to enforce this. |
| Fix | Customer Issue | Maxlist – Delay Logic Implemented and Skipped the batch processing when invalid items exist and proceeded during Full Sync. This will allow Maxlist to sync faster and stop the hang ups from happening. |
| Fix | Internal | SO and SP line-item window cancel button mouse hover was causing users issues and corrected the logic to fix this. |
| Fix | Internal | Inactive item had shown on SP, PO, PP, Bills during line item edit and logic has been added to correct this. |
| Fix | Internal | When viewing an RMA – Verified Date and Received Date >> It shows the next day’s date instead of current date. |
| Fix | Internal | Fixed the SP line item dialog scrollbar issue |
| New Feature | Internal | Users will now have the ability to apply up to 250 items with attributes at the same time. This is a increase from 100 items. |
| Status | Tasks | Description |
| New Feature | 4498 | IQ reseller now has all missing Smart post servers. |
| New Feature | 3038 | UPS no longer require zip code for third party for some accounts and added a validation within shipping to allow this. |
| Fix | 3652 | Corrected the Inventory Actions. Comments Current column displays “Y” when the Inventory record is in the Inventory History list. |
| Fix | 3686 | Under the Action Table in inventory, the date/time fields are now being consistently updated with the users local date/time. Work is still being handled within the system to bring this change to all areas within IQ. |
| New Feature | 4340 | New 4×2 label option to allow users to pick 5 headers and 1 header will be headerless. |
| Fix | 4447 | Corrected the inventory breakdown to now use highlighted item instead of the marked one. |
| Fix | 4472 | Added an option on the commercial invoice Print setup to “Show EORI number” when “NA” format is chosen. |
| Fix | 4485 | Corrected the warehouse default in PO to now match the warehouse from Master Item. |
| New Feature | 4497 | Added a new 3×1 label to match older versions of IQ. |
| Fix | 4507 | Workflow attribute bug is now fixed and will save all values to the label when a user clicks save from the workflow process page. |
| New Feature | 4531 | Created a new 4×1 header less label to add more space for data to show on the label. |
| Fix | Internal | Under the PO Receive Screen, Serial Number Focus will now remain when serial number is empty. |
| Fix | Internal | Corrected under the PO Received, Summarized items to now show correct mfg. and item number that has serial numbers to display correctly. |
| Fix | Internal | New PO (from Breakdown) used broken down items’ received date for new items and it will now use the date of the item that was removed from the breakdown. |
| Fix | Internal | Corrected the Inventoryid to now update when used in breakdowninventoryid field after breakdown. |
| Fix | Internal | Fixed the condition code drop down from not refreshing in the workflow process page. |
| Fix | Internal | Changed the code with loading of attributes and cycle count to allow for faster load times |
| Status | Tasks | Description |
| Fix | 4542 | API Receive Inventory – Reserved Inventory’s Serial number, Warehouse and Location have now been updated in the SO line items. |
| New Feature | 3610 | Bills update API endpoint. |
| New Feature | 4491 | New Feature API to allow users to insert and create a substitute in the IQR database. |
| New Feature | 4501 | API has now been added to read and write to the UDF’s in the Sale’s Order page. |
| View Master Item Table (NEW) July 2023 |
| • Allow users to view available qty of an item and all condition codes, plus able to see avg cost of items under each condition. • User can see what type of master item they are viewing, CLEI, Bulk and Non-Inventory. • Able to see Item number, MFG, Description and Ext. Description. |
| Create Sale’s Order’s (NEW) July 2023 |
| • Allows users to create new sales orders to be picked right from the app. • Select the CV Code, REP code, and change Contact, Ship From and Ship to addresses from the app. • Allows you to add items to a OPEN sales order, add QTY and unit price. |
| Status | Tasks | Description |
| New Feature | NA | when a user changes the drop down for the date selection page of the client portal, it will now save to the last known date range selected. |
September 3, 2023 – By IQreseller
| Status | Tasks | Description |
| New Feature | 4565 | IQ reseller PAY Link not being sent with Early Invoice |
| New Feature | 4559 | For customers running Avalara AvaTax, added logic to make AvaTax Code mandatory in Master Item. |
| Fix | 4574 | When users had used cycle count for location change function. It was updating the inventory item and on the SO, but will no longer up the SO detail line’s location when item is reserved. |
| New Feature | 4552 | Released API |
| Fix | 4555 | Cvcode lookup on reports >> invoice >> invoice print failed does not choose cvcode selected by user |
| Fix | 4213 | Show associated item number on SO reserve screen when associated logic is enabled on Admin system setup |
| New Feature | 4554 | IQ now allows users to update associated items after receiving |
| New Feature | 3707 | When a user creates a new one time address(es) when a document is copied like a SO, PO, SP, PP, invoice bill |
| New Feature | 4443 | New 1×3 label |
| New Feature | 4403 | Created a vendor statement report |
| New Feature | 2871 | Added item number and description to excel output of the paid invoice margin report. |
| New Feature | 4582 | SO Reserve API using Itemnumber/Mfgr/Condition from Inventories |
| Fix | 3714 | Fixed to made sure that main contact, bill to, ship to and remit to contacts are always the top contacts (page one) when viewing a Client Vendor |
| Fix | 4571 | Printed Ship To Country Didn’t match CV Ship To. |
| New Feature | 4542 | API Receive Inventory – Reserved Inventories’ Serial number, Warehouse, Location not updated in the SO line items |
| Fix | 4394 | View Inventory Access setting was not working |
| New Feature | 4585 | Extend the Get All Shipments – Fetch additional columns detail(BlindShipment and DropShipment) – API |
| Fix | 4584 | Allows for the convert taxable SP/SQ to SO/ST does not update the amount and foreign amounts on the SO/ST header record. |
| Fix | 4174 | Changed the verbiage for “Convert Vendor Prepayment to Credit Invoice”. |
July 14, 2023 – By IQreseller
| Status | Tasks | Description |
| Fix | 4524 | Calculate avalara avatax on Add Line function in a Return Credit Memo. |
| Fix | 4191 | Added an option to show currency symbol on printed checks. |
| Fix | 4342 | Fixed Avalara tax is putting full new amount of tax into the ledger transactions for a change of unit price on AR invoice, instead of the amount of tax change. |
| Fix | 4419 | Delete Function in Admin > Terms is now working. |
| Fix | 4427 | When a user is now voiding an ARpayment, users will now know if there was a currency adjustment in the original posting session which it will now use that in void session. |
| Fix | 4431 | Corrected the prepayment void field, void status now appears. |
| Fix | 4433 | Added Total Credit Remaining to print from a CREDIT AR invoice. |
| Fix | 4448 | FIXED: Bills >> Payment and Credit report to now pull. |
| Fix | 4476 | Corrected the credit invoice created from returns on Inventory history page that has amount 0.00 to now put in a paid in full date. |
| Fix | 4506 | Corrected the rounding adjustment Issue when SO prepayment is applied with manual adjustment in the amount |
| Fix | Internal | Filtering now works under Payment and Credits in the Invoice |
| Fix | Internal | Print Sample Check is now fixed. |
| Fix | Internal | Ledger Transaction Screen >> Print Setup -> Remove unnecessary scrollbar. |
| Fix | 4488 | SO number will now be included on Ledger entries generated from tax adjustments done on an Invoice. |
| Fix | 4451 | Corrected the filtering issue for the CV Contact Ismaincontact, ship to, remit to and bill to. As well as the scrollbar issue in lookup for CV shipping and New/View. |
| Fix | 4386 | When a user clicked on item label it did not sort correctly on write down list after retrieval and it is now fixed to do so. |
| New Feature | 4460 | Added warehouse column to the inventory write down selection screen. |
| Fix | 4484 | Bills >> Unpaid screen has added new filters. |
| Status | Tasks | Description |
| Fix | 3063 | Corrected the Copy PO: Return Pending Action Type PO record copies the return pending type when it should NOT have. |
| Fix | 3631 | Allow margin split screen to appear when default margin is set to 0 % |
| New Feature | 4387 | Added search filters to the Price History window. |
| Fix | 4416 | Print name will now show instead of Code for the buyer and seller in the section 5: ACCEPTANCE: area of print PO Contract. |
| New Feature | 4417 | Added the access setting for sales – margin summary & sales – Sales Margin report for “Show for all Reps”. |
| Fix | 4424 | A space will now appear when you add a new new line character to the internal comments under the bill screen. |
| New Feature | 4428 | Added an option to admin >> system setup >> SO to copy SO internal comments to Invoice internal comments. |
| Fix | 4432 | When a user added an apostrophe in mfgr it prevented inventory from being reserved and this has been corrected. |
| New Feature | 4436 | Implemented new logic tool to diagnose the ledger accounts in System setup and display the status. |
| Fix | 4444 | The wrong corporate ledger account for Returns-COG was created and used when Scrap at Client site was used in the RMA. |
| Fix | 4445 | When using the Create PO from SO the system was selecting the wrong Ship To Address when a user was changed from default. |
| New Feature | 4450 | Added the function to include SO Non-Inventory items to Early Invoice. |
| New Feature | 4452 | Added a verification on delete of potype from the potype table. |
| Fix | 4455 | Corrected PO Void from being allowed for prepaid PO’s. |
| Fix | 4457 | Ship to on SO by hitting a “one time” did not give the message box asking to change shipments to this address and this feature was added to allow this pop-up. |
| Fix | 4458 | Made “all manufacturer” box wider to be able to see all mfgr selected for master item list report. |
| Fix | 4470 | SP line item >> The item number gets cleared when an Item is looked at and is invoked and Cancels it. This has been corrected. |
| Fix | 4473 | Under Returns -> Return Reason Code Delete validation has been corrected to validate. |
| New Feature | 4474 | Added poid and line number to scan serial number screen. |
| Fix | 4475 | Location has been added when you export the SO out of IQ to excel. |
| New Feature | 4479 | Add the ability to search under reserve in the SO reserve screen. |
| New Feature | 4480 | Added a method to delete import mappings for SO import. |
| New Feature | 4481 | Added a method to delete import mappings for PO import. |
| New Feature | 4483 | Added the ability to add PO and SO from Master Items. |
| Fix | 4494 | Corrected the logic to stop permissions from now saving all the time. |
| Fix | 4502 | Corrected the SO and PO from not displaying correctly when a Mfgr was chosen. |
| Fix | 4511 | Received and current fields on inventory comments table records incorrect when item is remove/deleted on receive screen. This is now corrected to display correctly. |
| Fix | 4517 | Allow the refresh of the sub-category update list after save on a sub-category record. |
| Fix | 4519 | Corrected the Email Notification Saying Message Sent even with Interactive Off and when inactive is not enabled or email is not setup the pop-up will no longer appear. |
| Fix | 4540 | Early Invoice message was not grammatically correct and had no space between the words early & invoice for Early Invoice, it has now corrected. |
| Fix | 4546 | Added logic to stop duplicate substitute records from being added. |
| Fix | Customer Issue | The Attachment MAX limit was not working based on System Setting and logic was added to enforce this. |
| Fix | Customer Issue | Maxlist – Delay Logic Implemented and Skipped the batch processing when invalid items exist and proceeded during Full Sync. This will allow Maxlist to sync faster and stop the hang ups from happening. |
| Fix | Internal | SO and SP line-item window cancel button mouse hover was causing users issues and corrected the logic to fix this. |
| Fix | Internal | Inactive item had shown on SP, PO, PP, Bills during line item edit and logic has been added to correct this. |
| Fix | Internal | When viewing an RMA – Verified Date and Received Date >> It shows the next day’s date instead of current date. |
| Fix | Internal | Fixed the SP line item dialog scrollbar issue |
| New Feature | Internal | Users will now have the ability to apply up to 250 items with attributes at the same time. This is a increase from 100 items. |
| Status | Tasks | Description |
| New Feature | 4498 | IQ reseller now has all missing Smart post servers. |
| New Feature | 3038 | UPS no longer require zip code for third party for some accounts and added a validation within shipping to allow this. |
| Fix | 3652 | Corrected the Inventory Actions. Comments Current column displays “Y” when the Inventory record is in the Inventory History list. |
| Fix | 3686 | Under the Action Table in inventory, the date/time fields are now being consistently updated with the users local date/time. Work is still being handled within the system to bring this change to all areas within IQ. |
| New Feature | 4340 | New 4×2 label option to allow users to pick 5 headers and 1 header will be headerless. |
| Fix | 4447 | Corrected the inventory breakdown to now use highlighted item instead of the marked one. |
| Fix | 4472 | Added an option on the commercial invoice Print setup to “Show EORI number” when “NA” format is chosen. |
| Fix | 4485 | Corrected the warehouse default in PO to now match the warehouse from Master Item. |
| New Feature | 4497 | Added a new 3×1 label to match older versions of IQ. |
| Fix | 4507 | Workflow attribute bug is now fixed and will save all values to the label when a user clicks save from the workflow process page. |
| New Feature | 4531 | Created a new 4×1 header less label to add more space for data to show on the label. |
| Fix | Internal | Under the PO Receive Screen, Serial Number Focus will now remain when serial number is empty. |
| Fix | Internal | Corrected under the PO Received, Summarized items to now show correct mfg. and item number that has serial numbers to display correctly. |
| Fix | Internal | New PO (from Breakdown) used broken down items’ received date for new items and it will now use the date of the item that was removed from the breakdown. |
| Fix | Internal | Corrected the Inventoryid to now update when used in breakdowninventoryid field after breakdown. |
| Fix | Internal | Fixed the condition code drop down from not refreshing in the workflow process page. |
| Fix | Internal | Changed the code with loading of attributes and cycle count to allow for faster load times |
| Status | Tasks | Description |
| Fix | 4542 | API Receive Inventory – Reserved Inventory’s Serial number, Warehouse and Location have now been updated in the SO line items. |
| New Feature | 3610 | Bills update API endpoint. |
| New Feature | 4491 | New Feature API to allow users to insert and create a substitute in the IQR database. |
| New Feature | 4501 | API has now been added to read and write to the UDF’s in the Sale’s Order page. |
| View Master Item Table (NEW) July 2023 |
| • Allow users to view available qty of an item and all condition codes, plus able to see avg cost of items under each condition. • User can see what type of master item they are viewing, CLEI, Bulk and Non-Inventory. • Able to see Item number, MFG, Description and Ext. Description. |
| Create Sale’s Order’s (NEW) July 2023 |
| • Allows users to create new sales orders to be picked right from the app. • Select the CV Code, REP code, and change Contact, Ship From and Ship to addresses from the app. • Allows you to add items to a OPEN sales order, add QTY and unit price. |
May 30, 2023 By – IQReseller
| Status | Tasks | Description |
| New Feature | 4501 | Increasing the UDF space from 35 characters to 100 on SO’s |
January 27, 2023 – By IQ Honcho
| Task | Task Description | Feature |
| 4435 | Avalara Tax API unavailability caused invoice Ledger posting issue and is now fixed to always allow posting. | Fix |
| 3751 | Ledger detail will now be sorted on print, and PDF by the first account number, then by the date. | Fix |
| 3803 | Add Reference Field to Invoices New Credits. | New Enhancement |
| 4305 | Added option to default the contact info into the bill to address on SO and invoice tables. | Fix |
| 4311 | Print check will now the contact name and address from the bill’s remit to address | Fix |
| 4321 | Open Customer Prepayment – Convert to Client Credit Memo is now allowed. | New Enhancement |
| 4322 | IQ now allows the use of all of the reference from apply payment to GL trans description. | Fix |
| 4329 | SO totals had not always updated when a misc charge is on the SQ/SP. | Fix |
| 4331 | When changing the rep on a bill after tabbing out of the rep field stopped once the billed was paid manually. This has been corrected. | Fix |
| 4332 | When using IQ Pay, sometimes the cash account would should 1000-00 | Fix |
| 4334 | Internal logic for the apinvoicedetail ID had the wrong value in the company last ID table as it not updated after last line was added to a bill. | Fix |
| 4335 | When a Bill is created that contains a cash account, and then the Bill is Voided, the voided transaction does not show up in the Bank Reconciliation | Fix |
| 4348 | The bill to address on early invoice was not getting updated with CVCODE’s “bill to” when client cvcode on SO was changed. | Fix |
| 4350 | Correct the issues for when bulk items that are split onto a new inventory id had not been coping the inventory attributes. | Fix |
| 4354 | Add a filter box for ledger transactions to search who it was created by. | New Enhancement |
| 4356 | Export from ledger transaction list after filter is applied does not export to excel the results | Fix |
| 4357 | When the inventory item was removed from the PO its PTID changed to 0.00 | Fix |
| 4360 | In certain situation the bank deposit failed to post to general ledger transaction. | Fix |
| 4361 | Fixed and correct when the ledger transaction did not total in all lines of the session. | Fix |
| 4362 | PO Receive Item not generating a Bill when Purchase Cost is updated in the Receive Screen. | Fix |
| 4371 | Inventory Cost change methods creates different Ledger Reference. | Fix |
| 4379 | When a user was using the Avalara calculate tax button on SP and SO in random times it was inconsistent when freight on SP or SO was added. | Fix |
| 4384 | Zero amount for Credit Memos from a Return needed to Paid in Full date and Commission Date, it has been corrected to allow this logic to happen. | Fix |
| 4410 | We now allow the choice of SO or PO on manual JE ledger transactions using accounts with margin type E. | New Enhancement |
| 4411 | In v42 IQ added the ability to have a warehouse filter to the inventory write down selection screen. | New Enhancement |
| Internal QA | Create SO via Attribute search is failed and it has been corrected to allowed search for all types of Attribute. | Fix |
| Fix | When a user copied a SO it will now have the Avatax values from the existing SO that it was copied from. | Fix |
| Fix | Credit Invoice created from Return had used Avatax value of zero and this has been corrected. | Fix |
| Fix | Avalara Freight tax-code was creating duplication when copied. Fixed on SP, SO and Invoices. | Fix |
| Fix | In View of the PO, after changing the purchase cost and try invoking any buttons on the header, it throws invalid message “Please select a record”. This error has been fixed. | Fix |
| Fix | Optimization of procedure within IQ when invoicing SO’s to load quicker. | Fix |
| Fix | Enabled the Colorado retail delivery tax handling when using Avalara. | Fix |
| Task | Task Description | Feature |
| 2359 | Buildup dialog – On the Available Inventory list, the PO search was not working. | Fix |
| 2755 | Add ability to apply INVENTORY ATTRIBUTES to the MASTER ITEM and INHERIT ATTRIBUTES when Inventory is added to PO. Click the link to learn how to use this: https://support.iqreseller.com/en/kb/what-are-master-item-attributes-and-how-do-i-use-them | New Enhancement |
| 3122 | Schedule Shipment error when a SO has an item with a status = “Return In Process” | Fix |
| 3478 | Update Return comments on SO detail to include the PO-line & inventory ID of the item is returned. | Fix |
| 3622 | The system allows two mfgrs to be created with same spelling, one in all upper and one in all lower, this was fixed to only allow one mfg.. | Fix |
| 3751 | Ledger detail will now be sorted on print, and pdf first by the account number, then by the date. | Fix |
| 3796 | Couldn’t add a category and have it saved, if the mfg. was not saved first. | Fix |
| 3803 | Add Reference Field to Invoices New Credits. | New Enhancement |
| 3971 | Bills with voided date after the end date of the aging report will now appear on the as of aging report. | passed |
| 4031 | Updated the logic to stop duplicate mfg. from being allowed. | passed |
| 4033 | The subject on emails with same format as the pdf as the name creation. | passed |
| 4055 | Added new logic to make the warehouse inactive so it cannot be applied to any master item, inventory item, shipment, PO, SO. | Fix |
| 4196 | Add customer PO number and SO number to the ship screen. | New Enhancement |
| 4232 | SO Ship To address updated to prompt to update all shipments or not when a address update is made on the order. | Fix |
| 4244 | The. Material Lists that was auto added was not adding when converting a SQ to SO. | Fix |
| 4272 | Added 30 UDF fields to Master Items: https://support.iqreseller.com/en/kb/how-do-i-3 | New Enhancement |
| 4285 | Added a inventory condition column in Returns, click here to learn more; https://support.iqreseller.com/en/kb/what-are-iq-reselelr-rma-item-condtion-codes-and-how-do-i-use-them | New Enhancement |
| 4286 | Easily added missing SO items to a return. Click here to learn more: https://support.iqreseller.com/en/kb/what-are-iq-reselelr-rma-item-condtion-codes-and-how-do-i-use-them | New Enhancement |
| 4305 | Added a option to default the contact info into the bill to address on the SO and invoice table. | New Enhancement |
| 4307 | Now able to map and import “estimated sale price” on inventory import and import update. | New Enhancement |
| 4308 | Fixed mapping errors when using. inventory update/import to map to original unit cost. | Fix |
| 4311 | Print check must will now use the contact name and address from the bill’s remit to address. | Fix |
| 4315 | Add email Column in CV Contacts page. | New Enhancement |
| 4321 | When opening Customer Prepayment you can Convert to Client Credit Memo. | New Enhancement |
| 4324 | Added a setting under the setup of blind drop ship and when this setup is marked, the addresses will match on commercial invoice for blind drop shipments. | New Enhancement |
| 4329 | SO totals not always updated when a misc. charge is on the SQ/SP | Fix |
| 4331 | When changing the rep on a bill after tabbing out of the rep field allow this to happen up unit the point the manual bill is paid. | Fix |
| 4337 | The tabs “price and cost” and “More” fields are not updated when “jump substitute” button is clicked on the “substitute” tab. | Fix |
| 4343 | Reports > Inventory > Master Item – Manufacturer was difficult to select and was corrected. | Fix |
| 4345 | SO Schedule Shipment was not saving Signature Field. | Fix |
| 4353 | Users can now add serial numbers on the import screen when importing SO’s and it will now reserve the items to the SO. | New Enhancement |
| 4362 | When PO receive Item of an item was happening at times it was not generating a bill when Purchase Cost is updated in the Receive Screen. | Fix |
| 4364 | When there was a period or semicolon at end of notification email address it was causing SO’s to not be viewable. | Fix |
| 4365 | Added prepayment column on the Purchase orders list. | Fix |
| 4370 | Added a comment to internal comments that when a PO was emailed by the user it will give a time stable of when that emailed. | Fix |
| 4372 | Pick list now has a option to not be blind on when processing a order that is a blind shipment | Fix |
| 4380 | Added a access right to View a PO only. | New Enhancement |
| 4383 | Turned on the ability to “show build up and part add” on picklist. | New Enhancement |
| 4399 | Invalid email in the notification email field on shipments prevents other tabs to be viewed on SO of the shipment. | Fix |
| 4411 | Added warehouse filter to the inventory write down selection screen. | New Enhancement |
| 4418 | Updated the master item view access to now give the user the ability to move to next page on price history tab or inventory tab. | Fix |
| 4438 | SO Return on partial inventory – Returned inventory record is deleted from ‘inventorybulkallocation’ table when it should not | Fix |
| Fix | Sales Proposal Export to Excel was not exporting. | Fix |
| Enhancement | SO Line Item Add Optimization | New Enhancement |
| Enhancement | Updated the pick list to always show the barcode of the SO number on the normal pick list. | New Enhancement |
| Enhancement | Create SO via Attribute search had failed at times and is now fixed. | Fix |
| Enhancement | Master item list performance optimization, load times have increased to load 2-3 seconds faster. | New Enhancement |
| SO Invoice | Optimization of procedure for SO to invoice to be quicker. | passed |
| Enhancement | Master Item view now has the applied bootstrap design to that page. | passed |
| Task | Task Description | Feature |
| 2359 | Buildup dialog – On the Available Inventory list, the PO search was not working. | Fix |
| 2755 | Add ability to apply INVENTORY ATTRIBUTES to the MASTER ITEM and INHERIT ATTRIBUTES when Inventory is added to PO. Click the link to learn how to use this: https://support.iqreseller.com/en/kb/what-are-master-item-attributes-and-how-do-i-use-them | New Enhancement |
| 3122 | Schedule Shipment error when a SO has an item with a status = “Return In Process” | Fix |
| 3478 | Update Return comments on SO detail to include the PO-line & inventory ID of the item is returned. | Fix |
| 3622 | The system allows two mfgrs to be created with same spelling, one in all upper and one in all lower, this was fixed to only allow one mfg.. | Fix |
| 3751 | Ledger detail will now be sorted on print, and pdf first by the account number, then by the date. | Fix |
| 3796 | Couldn’t add a category and have it saved, if the mfg. was not saved first. | Fix |
| 3803 | Add Reference Field to Invoices New Credits. | New Enhancement |
| 3971 | Bills with voided date after the end date of the aging report will now appear on the as of aging report. | passed |
| 4031 | Updated the logic to stop duplicate mfg. from being allowed. | passed |
| 4033 | The subject on emails with same format as the pdf as the name creation. | passed |
| 4055 | Added new logic to make the warehouse inactive so it cannot be applied to any master item, inventory item, shipment, PO, SO. | Fix |
| 4196 | Add customer PO number and SO number to the ship screen. | New Enhancement |
| 4232 | SO Ship To address updated to prompt to update all shipments or not when a address update is made on the order. | Fix |
| 4244 | The. Material Lists that was auto added was not adding when converting a SQ to SO. | Fix |
| 4272 | Added 30 UDF fields to Master Items: https://support.iqreseller.com/en/kb/how-do-i-3 | New Enhancement |
| 4285 | Added a inventory condition column in Returns, click here to learn more; https://support.iqreseller.com/en/kb/what-are-iq-reselelr-rma-item-condtion-codes-and-how-do-i-use-them | New Enhancement |
| 4286 | Easily added missing SO items to a return. Click here to learn more: https://support.iqreseller.com/en/kb/what-are-iq-reselelr-rma-item-condtion-codes-and-how-do-i-use-them | New Enhancement |
| 4305 | Added a option to default the contact info into the bill to address on the SO and invoice table. | New Enhancement |
| 4307 | Now able to map and import “estimated sale price” on inventory import and import update. | New Enhancement |
| 4308 | Fixed mapping errors when using. inventory update/import to map to original unit cost. | Fix |
| 4311 | Print check must will now use the contact name and address from the bill’s remit to address. | Fix |
| 4315 | Add email Column in CV Contacts page. | New Enhancement |
| 4321 | When opening Customer Prepayment you can Convert to Client Credit Memo. | New Enhancement |
| 4324 | Added a setting under the setup of blind drop ship and when this setup is marked, the addresses will match on commercial invoice for blind drop shipments. | New Enhancement |
| 4329 | SO totals not always updated when a misc. charge is on the SQ/SP | Fix |
| 4331 | When changing the rep on a bill after tabbing out of the rep field allow this to happen up unit the point the manual bill is paid. | Fix |
| 4337 | The tabs “price and cost” and “More” fields are not updated when “jump substitute” button is clicked on the “substitute” tab. | Fix |
| 4343 | Reports > Inventory > Master Item – Manufacturer was difficult to select and was corrected. | Fix |
| 4345 | SO Schedule Shipment was not saving Signature Field. | Fix |
| 4353 | Users can now add serial numbers on the import screen when importing SO’s and it will now reserve the items to the SO. | New Enhancement |
| 4362 | When PO receive Item of an item was happening at times it was not generating a bill when Purchase Cost is updated in the Receive Screen. | Fix |
| 4364 | When there was a period or semicolon at end of notification email address it was causing SO’s to not be viewable. | Fix |
| 4365 | Added prepayment column on the Purchase orders list. | Fix |
| 4370 | Added a comment to internal comments that when a PO was emailed by the user it will give a time stable of when that emailed. | Fix |
| 4372 | Pick list now has a option to not be blind on when processing a order that is a blind shipment | Fix |
| 4380 | Added a access right to View a PO only. | New Enhancement |
| 4383 | Turned on the ability to “show build up and part add” on picklist. | New Enhancement |
| 4399 | Invalid email in the notification email field on shipments prevents other tabs to be viewed on SO of the shipment. | Fix |
| 4411 | Added warehouse filter to the inventory write down selection screen. | New Enhancement |
| 4418 | Updated the master item view access to now give the user the ability to move to next page on price history tab or inventory tab. | Fix |
| 4438 | SO Return on partial inventory – Returned inventory record is deleted from ‘inventorybulkallocation’ table when it should not | Fix |
| Fix | Sales Proposal Export to Excel was not exporting. | Fix |
| Enhancement | SO Line Item Add Optimization | New Enhancement |
| Enhancement | Updated the pick list to always show the barcode of the SO number on the normal pick list. | New Enhancement |
| Enhancement | Create SO via Attribute search had failed at times and is now fixed. | Fix |
| Enhancement | Master item list performance optimization, load times have increased to load 2-3 seconds faster. | New Enhancement |
| SO Invoice | Optimization of procedure for SO to invoice to be quicker. | passed |
| Enhancement | Master Item view now has the applied bootstrap design to that page. | passed |
| Task | Task Description | Feature |
| 4435- API | Avalara Tax API unavailability caused invoice Ledger posting issue, this has been corrected. | New Feature |
| 4369 – API | API endpoints which can be filtered by CV code on inventory and inventory history. | New Feature |
| 4414 – API | Shipment API – Update Delivery Status | New Feature |
| 4415 – API | Extend the Get Shipments API – Add new parameter to fetch the data using Scheduled ship date range | New Feature |
| New API Feature | In Get Master ItemAPI, in the output response, get the non-inventory field and Max available field details | New Feature |
| 4272 – API | API added for the 30 new UDFs added to the master items. | New Feature |
August 5, 2022 – By IQ reseller
| Task | Description | Type |
| 1346 | PO Prepayment of foreign currency we were displaying the currency exchange rate dialog pop up. This is removed as the Prepayment is completed at the existing currency conversion rate. | Fix |
| 3067 | Ledger Journal Entry import from Excel. Great for payroll entries and other situations where you have multiple entries to make in one shot. https://support.iqreseller.com/en/kb/general-ledger-batch-upload-function | New Feature |
| 3538 | Admin > Comments Admin format now respects the line spacing formatting you have entered.
|
Enhancement |
| 3563 | Inactive users are not included in the Rep field for Open Invoice with Aging Report | Enhancement |
| 3700 | Admin > Manage Company Credit Cards – Added Card Delete function. | Enhancement |
| 3772 | User with Master Item View Access Right was blocked using Jump to Substitute function. Now they can use it. | Fix |
| 3814 | In some cases a duplicate inventoryid would get created in inventory matching one in inventory history. | Fix |
| 3896 | In rare specific situation a user could VOID a payment twice or Pay a Bill twice. | Fix |
| 3898 | Future ledger entries were showing in prior month’s closed bank reconciliation in Excel. | Fix |
| 3921 | In rare instances printing check for Bill was creating 2 ledger sessions for posting. | Fix |
| 3964 | Bulk inventory type only on a RMA return. When 2 separate lines on a SO were Sold of the same item and Reserved of the same Bulk Item lot (which shared the same inventoryid) and both lines were returned; the RMA would fail. | Fix |
| 3968 | Open Bills with Aging Report AND selecting option Exclude Bills with No Vendor Bill Number OR Only Bills with No Vendor Bill Number the report would fail with message “no records” | Fix |
| 4006 | Marketplace Payment File Import to pay Ecommerce sales invoices from file from any market place like Amazon or Ebay or Backmarket, New Egg etc. https://support.iqreseller.com/en/kb/marketplace-payment-import-pays-ecommerce-sales-invoices-via-file-upload | New Feature |
| 4038 | Multi-select several AR credit memos to convert to a Bill. Then unselect more than 1. System would not respect all the unchecked and would create a Bill for 1 that was unselected. | Fix |
| 4062 | RMA Return for Credit Only was returning Bulk Type Inventory items to inventory; when they should go to History. | Fix |
| 4072 | Cost averaging for all inventory. This was made for an IQ reseller user which does only computer maintenance and wanted all parts to be cost averaged by condition code. It is all or nothing in that when you enabled it in Admin > System Setup > Inventory; all items will be cost averaged. | New Feature |
| 4075 | Removed the “upload from posted session” from ledger transaction new screen as it was confusing users to think they could upload a file of ledger transactions. They got their wish and in V41 we added the file upload function to create ledger transactions. https://support.iqreseller.com/en/kb/general-ledger-batch-upload-function | Fix |
| 4152 | IQ reseller Pay. Added column to show the Card Brand, VISA, AMEX, MasterCard etc. | Fix |
| 4156 | Affected Chrome browser UK users only. Miscellaneous Invoice with Chrome Language set to English (United Kingdom) was displaying Month/Day instead of Day /Month. | Fix |
| 4201 | View Cash Receipts Journal screen VOIDED tick box was unchecked when payment was VOIDED. Now it shows both VOIDED and Un-voided payments properly. | Fix |
| 4220 | Added the AP prepaymentID to the ledger transaction when posting the prepayment for enhanced transaction auditing. Format: PREPAYMENT 3171 ET 294314 where 3171 is the prepayment ID and 294314 is the reference field. | Fix |
| 4222 | Arrange SO List View List Grid columns anywhere you want! https://support.iqreseller.com/en/kb/moving-so-list-columns | Enhancement |
| 4229 | Margin Summary Report “Other Cost” section is showing AR Invoice line as unpaid even when invoice is paid. This did not affect the accuracy of the report as it was shown on the Paid report. | Fix |
| 4230 | In some cases companylastid for soid was getting updated when Admin > System Setup is viewed creating an incorrect last id sequence. | Fix |
| 4233 | Invalid Ledge date entry did not permit the user to hit OK and change the date it required a full screen refresh. | Fix |
| 4251 | Avalara AVATAX Setup.Added in the Tax category headers which now includes all Tax Categories for use. | Enhancement |
| 4252 | Barcode Reserve on SO was not triggering Margin Share calculations for Buyer and seller when inventory-id was scanned. Manual Reserves were unaffected. | Fix |
| 4257 | Change session date takes 20 to 30 seconds to update to new date. FIXED in production May 24th. | Fix |
| 4262 | Added APIs for financial dashboard data Like – Profit and Loss and comparison over time. Dashboards coming shortly from IQ or you can create your own. | New Feature |
| 4263 | Paid Commission Report API for dashboards. IQ dashboard coming soon or create your own. | New Feature |
| 4265 | If user VOIDS a Bill then deletes a line from voided Bill, a ledger transaction was made for the deletion of the line. | Fix |
| 4266 | AP open aging report. Since we added the user defined payment methods in V40 we now have updated the AP aging report to sort by Payment Method if desired. Now you can have payment method ACH and sort to find all ACH payments due. | Enhancement |
| 4267 | Bills Payment Date format when using UK English is showing Month/Day instead of D/M on an international system. | Fix |
| 4270 | Invoices appearing in Invoices Aging report that should not be there. This could make the Aging report not match the Balance sheet in specific situations. The underlying financial data was correct the report was not. | Fix |
| 4275 | IQ reseller Pay. Card on File capture for International cards no need to require a state value. Makes processing intl cards easier. | Enhancement |
| 4278 | In rare instance Credit applied to arinvoice not posting to general ledger. Revised the coding to eliminate any possibility. | Fix |
| 4279 | Bank Reconciliation handling of AP prepayment balance and credit invoices cleared date. New logic insures the entries appear in the correct manner in the bank reconciliation. | Fix |
| 4280 | Avalara Avatax users only. When Admin > System Setup > Ledger is set to “Post on Document Date” that date is now being sent to Avalara instead of the current date. | Fix |
| 4281 | Invoice and Bill view. When international user the date format for Due Date was set with wrong date format. | Fix |
| 4283 | Bank reconciliation fixed a couple issues that caused entries to appear twice in specific instance. | Fix |
| 4294 | Added page size options for 250 and 500 lines for the Invoice view screen. Great for high volume resellers. | Enhancement |
| 4296 | Added VOID reason for Bills. Now when you VOID the Bill it prompts for a reason. | Enhancement |
| 4298 | Blind Commercial Invoice option. Now you can remove your name from the Commercial Invoice that would normally print in the Upper right hand corner. | Enhancement |
| 4300 | IQ reseller GlobalShip. When Blind Shipment is selected. The Reference 1 and 2 values used to be blank. Now we populate the SOID and Client PO ID. The Shipment label is still blind. This change makes it easier when the Billing arrived from FedEx and UPS to track it to the SO. | Enhancement |
| 4306 | Added option to copy internal comments from PO to internal comments of Bill(s) created from the PO. | New Feature |
| Change request | Changed Logic when Reserving Bulk type items to split the bulk value for that SO and give its own inventoryid. This improves things later on Return events. | Fix |
| Optimization. | Optimized the Inventory Write-down scripts to run faster allowing up to 3000 items to be executed at one time without timeout. | Enhancement |
| Task | Description | Type |
| 1071 | Master Item Inactive selection. https://support.iqreseller.com/en/kb/master-item-deactivate-or-make-inactive IQ reseller has customers that have been on the platform for over 15 and over 20 years. They have hundreds of Master items that will no longer be used in a new transaction. This feature allows them to make the item inactive so it cannot be used in new transactions. | New Feature |
| 3538 | Admin > Comments Admin format now respects the line spacing formatting you have entered.
| Enhancement |
| 4008 | Copy PO Function will not copy location anymore from the origin PO. It uses the Master Item default location for the item. | Fix |
| 4141 | IQ reseller Maxlist. Added a Sync button at the item. So any item can be re-synced to reset the qty or availability. | Enhancement |
| 4172 | IQ reseller Globalship. Added “Signature Required” option. | Enhancement |
| 4208 | Added vendor code to SO Reserve screen. This is important for users which are Cisco certified resellers to know when the product being reserved is from a Cisco direct PO and not the secondary market. https://support.iqreseller.com/en/kb/how-to-add-vendor-cv-code-to-the-inventory-list | New Feature |
| 4215 | SO Contract Comments with &or # cause the fatal restart IQ reseller error page. | Fix |
| 4222 | Arrange SO List View List Grid columns anywhere you want! https://support.iqreseller.com/en/kb/moving-so-list-columns | Enhancement |
| 4246 | SO Margin Summary View is working when user did not have permission. | Fix |
| 4252 | Barcode Reserve on SO was not triggering Margin Share calculations for Buyer and Seller when inventoryid was scanned. Manual Reserves were unaffected. | Fix |
| 4260 | In rare case when user had SO open in one tab and invoicing in another a prepayment could be done on the SO via IQ reseller Pay. | Fix |
| 4275 | IQ reseller Pay. Card on File capture for International cards no need to require a state value. Makes processing intl cards easier. | Enhancement |
| 4277 | SO detail Reference field is now being replicated to all lines when quantity of SO line is greater than 1 and expanded upon Reserve. | Enhancement |
| 4298 | Blind Commercial Invoice option. Now you can remove your name from the Commercial Invoice that would normally print in the Upper right hand corner. | Enhancement |
| 4299 | Added Print Packing List and Pick list option in the Shipments screen of the SO.
| Enhancement |
| 4300 | IQ reseller GlobalShip. When Blind Shipment is selected. The Reference 1 and 2 values used to be blank. Now we populate the SOID and Client PO ID. The Shipment label is still blind. This change makes it easier when the Billing arrived from FedEx and UPS to track it to the SO. | Enhancement |
| 4303 | Edit Inventory Description in Bulk Changes. Now you can mark many inventory items and update description for all.
| New Feature |
| Optimization. | When viewing a particular Master Item we optimized performance to pop screen in under 2 seconds vs 10 to 15 seconds. | Enhancement |
| Task | Description | Type |
| 3538 | Admin > Comments Admin format now respects the line spacing formatting you have entered.
| Enhancement |
| 3816 | An ampersand (&) in the Inventory Comments field caused an error. | Fix |
| 3845 | Master Item import when item description was over the allowed 60 characters this prevented any master items from being imported. Now it skips the offending line and loops to the next. Report card will tell you what lines need change. | Fix |
| 3964 | Bulk inventory type only on a RMA return. When 2 separate lines on a SO were Sold of the same item and Reserved of the same Bulk Item lot (which shared the same inventoryid) and both lines were returned; the RMA would fail. | Fix |
| 4189 | RMA Partial Return of a Bulk Type item only. Inventory item returned but did not appear in the inventory list. Now it does. | Fix |
| 4222 | Arrange SO List View List Grid columns anywhere you want! https://support.iqreseller.com/en/kb/moving-so-list-columns | Enhancement |
| 4231 | SO Right click “Time stamp” cursor change for comment text to post each time stamp in its own line and not from end of prior time stamp. Much improved readability! | Enhancement |
| 4234 | SO Reserve Screen default page size changed from 15 to 50. | Enhancement |
| 4238 | Add attachments to Inventory item via drag and drop or selection. https://support.iqreseller.com/en/kb/add-or-save-attachment-to-inventory-item | Enhancement |
| 4240 | Pick List no longer printed by Location in non summary mode. FIXED May 11 in Production for all users. | Fix |
| 4250 | Inventory comments ID can duplicate causing issues. | |
| 4258 | Inventory User defined Field multi-select change. Now you can select hundreds of items and change any Inventory User Defined field value in one shot. Used to be 1 at a time. https://support.iqreseller.com/en/kb/update-inventory-user-defined-fields | Enhancement |
| 4271 | When using Generic Shipping process flow Ship to Phone is no longer required field. Speeds up order processing. | Enhancement |
| 4288 | Ampersand in the attribute value field in inventory attribute table does not allow item with that attribute to be updated. | Fix |
| 4299 | Added Print Packing List and Pick list option in the Shipments screen of the SO.
| Enhancement |
| 4300 | IQ reseller GlobalShip. When Blind Shipment is selected. The Reference 1 and 2 values used to be blank. Now we populate the SOID and Client PO ID. The Shipment label is still blind. This change makes it easier when the Billing arrived from FedEx and UPS to track it to the SO. | Enhancement |
| 4301 | Added SO number to SO ship screen.
| Enhancement |
| 4303 | Edit Inventory Description in Bulk Changes. Now you can mark many inventory items and update description for all.
| New Feature |
| ITAD workflow Screen | Condition code drop-down failed to load the next processing condition code after Save | Fix |
| Optimization. | When viewing a particular Master Item we optimized performance to pop screen in under 2 seconds vs 10 to 15 seconds. | Enhancement |
April 2, 2022 – By IQ Honcho
| 3630 | When using Shared Margin between Buying and Selling Rep AND the System Setup option is to “prompt” the split screen to adjust margin share between Buyer and Seller. Now when the Sale Price = 0 and or Unit cost = 0 the prompt will allow a Share to be inserted. This means the Buyer can get proper value for equipment with a 0 cost due to inventory writedowns. Previously you could do this in the Rep Margin share function only. | ENHANCEMENT |
| 3746 | Changed Access for CRM TASK’s so that if user has no access to Client Vendor they can still access Tasks. | ENHANCEMENT |
| 3923 | On Bills with a Vendor Prepayment, system was leaving an amount in Paid non Posted in he table. However, the Ledger, Vendor Prepayment, Payments and all details indicated the full amount has been applied. | FIXED |
| 4043 | Expanded Bills page size to at least 200 per page. This is a max number to maintain fast performance. | ENHANCEMENT |
| 4095 | We now automate the default SO ID when applying a New Credit to an Invoice saving a few clicks per line. | ENHANCEMENT |
| 4107 | Vendor preferred default payment method and visibility in the Bills list. Also allows you to create your own Payment Methods to appear in the dropdown. PayPal, ACH, Wire, Venmo, etc. | NEW FEATURE |
| 4150 | When user access was limited to “Only see their own tasks” they were unable to assign tasks to other users. | FIXED |
| 4158 | User with Admin > Access > Bills > Show Transactions of all Reps (unchecked) could not see their own Bills either. | FIXED |
| 4159 | Added CV name in the SO list view. | ENHANCEMENT |
| 4165 | Task notification background color changed to white.
| ENHANCEMENT |
| 4167 | Rep on items when using Bulk Breakdown was set to user doing the breakdown instead of the PO rep. Should be the PO rep for proper commission tracking and write-downs. | FIXED |
| 4174 | Change Button from “Convert Vendor Prepayment to Credit Invoice” to “Vendor Credit Bill” the resulting Bill generated says “Credit Invoice” as before. | ENHANCEMENT |
| 4186 | On rare occasion companies could receive a “duplicate stdetail id” shared between 2 SO’s which caused issues. | FIXED |
| 4195 | When changing a Bill Date and entering an Invalid Date, the system prompts you invalid date but then loops and does not move on. | FIXED |
| 4210 | Commercial Invoice Save Logic | NEW FEATURE |
| 4211 | Get Category1 in the Get SOs and Get POs API | NEW FEATURE |
| 4216 | Normalize PO Bill Amount and Paid Posted Amount – use same format | FIXED |
| 4219 | Bills Payment and Credits Report now shows the prepayments entries in Print PDF and Excel | ENHANCEMENT |
| 1589 | SO Gross Margin field now shows correct margin. Note that when products are not reserved the line cost used = $0 when SO is fully “Reserved” the actual costs are used in the Calculation.
| FIXED |
| 3343 | Added an alert when a CVCode is entered into a SO with a duplicate Client PO number. | ENHANCEMENT |
| 3630 | When using Shared Margin between Buying and Selling Rep AND the System Setup option is to “prompt” the split screen to adjust margin share between Buyer and Seller. Now when the Sale Price = 0 and or Unit cost = 0 the prompt will allow a Share to be inserted. This means the Buyer can get proper value for equipment with a 0 cost due to inventory write-downs. Previously you could do this in the Rep Margin share function only. | ENHANCEMENT |
| 3709 | Maxlist – new option to ignore master item pricing by condition code by inserting a price in the Maxlist items screen which will override the Master Item condition code pricing. | ENHANCEMENT |
| 3746 | Changed Access for CRM TASKs so that if user has no access to Client Vendor they can still access Tasks. | ENHANCEMENT |
| 4089 | Added condition code column to cycle count menu. Users can now see the condition in the system matches the item they are physically auditing. | ENHANCEMENT |
| 4093 | Aligned buttons to the left of SP menu. | ENHANCEMENT |
| 4103 | New 4×1 Inventory label format with location under description. | ENHANCEMENT |
| 4107 | Vendor preferred default payment method and visibility in the Bills list. Also allows you to create your own Payment Methods to appear in the drop-down. PayPal, ACH, Wire, Venmo, etc. | NEW FEATURE |
| 4138 | PO Update file action using the Inventory > Update function via .xlsx upload. Previously when a user Mapped only Inventory ID and Location in the Inventory > Update function the resulting Inventory Action table audit trail showed the PO rep of record as the one that updated the item instead of the warehouse user that actually did the update. | FIXED |
| 4150 | When user access was limited to “Only see their own tasks” they were unable to assign tasks to other users.
| FIXED |
| 4159 | Added CV name in the SO list view. | ENHANCEMENT |
| 4165 | Task notification background color changed to white.
| ENHANCEMENT |
| 4167 | Rep on items when using Bulk Breakdown was set to user doing the breakdown instead of the PO rep. Should be the PO rep for proper commission tracking and write-downs. | FIXED |
| 4171 | Auto-size Receive screen based on monitor device resolution and settings. Users will higher resolution will see more lines. You can always use Ctrl + or – to see more or less data. | ENHANCEMENT |
| 4175 | PO additional information tab > User defined fields. Now these fields are editable when PO is fully received. Prior they were locked. | ENHANCEMENT |
| 4178 | PO Contract “Print Preview” Rep name would default to first name in the list instead of the PO Rep. | FIXED |
| 4186 | On rare occasion companies could receive a “duplicate STdetail id” shared between 2 SOs which caused issues. | FIXED |
| 4187 | Maxlist > All Items Screen when filtering by Mfg and then deleting an item with the filter remaining in place the screen refresh did not retain the filter. Now it does. | ENHANCEMENT |
| 4202 | Add “Open by”and “Sales Rep” to Return Screen | ENHANCEMENT |
| 4207 | Remove “include Zero- Quantity Items” from Maxlist | ENHANCEMENT |
| 4211 | Get Category1 in the Get SOs and Get POs API | NEW FEATURE |
| 4212 | Margin Summary from SO List is showing Return items Sale Price – should be 0 | FIXED |
| Bootstrap Update | SO Reserve | ENHANCEMENT |
| Inventory View | ENHANCEMENT | |
| Workflow process | ENHANCEMENT | |
| SO Commercial Invoice | ENHANCEMENT | |
| Bulk Part Add | ENHANCEMENT | |
| Bulk Part Removal | ENHANCEMENT | |
| Break downs | ENHANCEMENT | |
| Bulk Breakdown | ENHANCEMENT | |
| Pick List setup screen | ENHANCEMENT | |
| Pick List+ Setup screen | ENHANCEMENT | |
| Create PO from SO | ENHANCEMENT | |
| Return Verify screen and Close screen | ENHANCEMENT | |
| Maxlist | ENHANCEMENT | |
| Maxlist | ENHANCEMENT | |
| Brokerbin Items | ENHANCEMENT | |
| Invoice -> Receive Payment -> Add Payment screen | ENHANCEMENT | |
| Performance Update | Inventory -> Import -> New – Optimization done. It now allows you to import up to 4000 lines ~ 1 minutes | ENHANCEMENT |
| NA | Location length in PO Receive supports 25 chars whereas the actual location length is 20. And this caused the string truncated issue | FIXED |
| 3746 | Changed Access for CRM TASKs so that if user has no access to Client Vendor they can still access Tasks. | ENHANCEMENT |
| 4103 | New 4×1 Inventory label format with location under description.
| ENHANCEMENT |
| 4138 | PO Update file action using the Inventory > Update function via .xlsx upload. Previously when a user Mapped only Inventory ID and Location in the Inventory > Update function the resulting Inventory Action table audit trail showed the PO rep of record as the one that updated the item instead of the warehouse user that actually did the update. | FIXED |
| 4150 | When user access was limited to “Only see their own tasks” they were unable to assign tasks to other users.
| FIXED |
| 4165 | Task notification background color changed to white.
| ENHANCEMENT |
| 4171 | Auto-size Receive screen based on monitor device resolution and settings. Users will higher resolution will see more lines. You can always use Ctrl + or – to see more or less data. | ENHANCEMENT |
| 4175 | PO additional information tab > User defined fields. Now these fields are editable when PO is fully received. Prior they were locked. | ENHANCEMENT |
| 4185 | Wider Invoiced > Receive payments screen > now shows the whole “Fees Shortages” function field added in V39. | ENHANCEMENT |
| 4187 | Maxlist > All Items Screen when filtering by Mfg and then deleting an item with the filter remaining in place the screen refresh did not retain the filter. Now it does. | ENHANCEMENT |
| 4192 | Pick List print Grouping by Item and Warehouse Location did not group correctly. | FIXED |
| 4194 | Return with 1 line. Then you mark the line as “Remove from return” in the verify/test screen and the screen locked. Now | FIXED |
| 4207 | Remove “include Zero- Quantity Items” from Maxlist | ENHANCEMENT |
| Bootstrap Update | SO Reserve | ENHANCEMENT |
| Inventory View | ENHANCEMENT | |
| Workflow process | ENHANCEMENT | |
| SO Commercial Invoice | ENHANCEMENT | |
| Bulk Part Add | ENHANCEMENT | |
| Bulk Part Removal | ENHANCEMENT | |
| Break downs | ENHANCEMENT | |
| Bulk Breakdown | ENHANCEMENT | |
| Pick List setup screen | ENHANCEMENT | |
| Pick List+ Setup screen | ENHANCEMENT | |
| Create PO from SO | ENHANCEMENT | |
| Return Verify screen and Close screen | ENHANCEMENT | |
| Maxlist | ENHANCEMENT | |
| Maxlist | ENHANCEMENT | |
| Brokerbin Items | ENHANCEMENT | |
| Invoice -> Receive Payment -> Add Payment screen | ENHANCEMENT |
| Task | Description | Type |
| UI Enhancement | Dynamic screen autosize based on screen resolution and percentage selected. Dynamically additional records are shown on the screen and if you use Ctrl key with + the screen will resize with a larger font and less data. Or use Ctrl – to increase data shown. Many customers have asked for this feature to show more inventory lines more POs in a list etc. | NEW |
| QB Sync | QB Sync Issue: The length of the item+mfgr+description exceeding a specific length would prevent the sync completing. Fixed in Production in November. | FIXED |
| 3219 | Ledger Lock changes: 1. Viewing Bill line detail was prevented in a Locked period. That has been relaxed so you can view Bill line detail with no “unlock” first message. 2. When attempting to make a Bill taxable in a Locked period you were blocked correctly from marking it taxable. However after unlocked and then marking it taxable the taxes posted in the current session date. That has been changed to create the tax entry using the Bill date. | ENHANCEMENT |
| 3914 | EORI number printing enhancement for European IQ reseller users only. EORI stands for “Economic Operators Registration and Identification number”. Businesses wishing to do business in the EU must use the EORI number as an identification number in all customs procedures when exchanging information with Customs administrations. Old Logic: EORI number was stored as 1 record with the Client Vendor (CV) record. This number would then appear on Commercial invoice. New Logic: You can enter an EORI number for each contact listed in a CV record so different EORI numbers can be used in the Commercial Invoice for the Shipper, Consignee, and Importer of Records. By default IQ reseller will use each Contact EORI for the Shipper, Consignee and Importer of Record. If one is not present it will use the Main CV record EORI number to print the Commercial invoice. | ENHANCEMENT |
| 3903 | SO Partially applied Prepayment change. Old logic: SO Prepayment Ledger Entries convert to AR Ledger account entries for the value of each SO line invoiced. The Prepayment Ledger account is different than the AR Ledger account. If later the Prepayment is VOIDED in its entirety it was incorrectly updating the AR Ledger Account for the value of both Prepayment and Invoiced Payment which then caused the wrong account account to be updated with the full amount. This was never an issue if the prepayment was voided before any partial invoicing of the product. New logic: When VOIDing a SO Prepayment that is partially invoiced. Ledger entries are made to the SO Prepayment account for the portion of the SO not invoiced. Any invoiced SO lines update the AR Ledger account. This corrects the issue. Example: An SO for $1000 value with a $1000 Prepayment. $300 is invoiced and $700 is not. When the Prepayment is VOIDED at that moment. Your Cash Account used for the payment (typically 1010) will Decrease by $1000 and AR Ledger account will increase by $300 and Prepayment account will decrease by $700. | FIXED |
| 3923 | PO receive flow internal code design change. Users will see no difference. The code change makes the design resilient to concurrent situations: Example: Two users access same inventory item from a PO and update the record and receive it. The first users actions were overridden by the second user. This could also create a situation on Prepayment PO’s where an amount might show in the “Paid Not Posted” field of the AP invoice table. However the Ledger, Vendor Prepayment and Payments tables indicate the full amount has been paid. | FIXED |
| 3978 | Inventory. Removed the possibility for a physical inventory item to have a negative value. Non-inventory type Master items can still have a negative value. | FIXED |
| 3979 | Check printing. Eliminated the possibility of printing a negative amount check from a credit AP (Bills) Invoice. | FIXED |
| 4042 | When tax is removed from an invoice the “Paid in full” date was not updated even though invoice was fully paid. | FIXED |
| 4096 | Fee Shortages in Receive Payments now works correctly when you see the prompt to enter Fee-Shortage Account we expanded the screen to see the whole account. In addition the entered Fee could go to 0 when saved. This is a very handy feature for quickly entering shortages from customer payments due to a wire fee or short pay due to damage or missing components or a Credit Card fee. | FIXED |
| 4100 | Users can now re-open a Closed bank reconciliation from the past. | FIXED |
| 4105 | View invoice > Payment history view. Service Fees from Receive Payments incorrectly. Only the view was incorrect all the underlying accounting was correct in the Ledger. | FIXED |
| 4111 | Situation where freight line added to a existing invoice where a rounding method caused a .002 difference from base amount and foreign amount fields even when done in base currency. Then invoice which was Paid did not show as paid due to the fractional penny. | FIXED |
| 4112 | Receive payments CV lookup was showing inactive Cvcode. Corrected now Inactive CV does not show. | FIXED |
| 4113 | Bank reconciliation issue. If a reconciliation is opened and some of the work completed and then saved but not closed. Then a payment is made within that date range it did not update the ledger account balance for that Bill payment. This is now | FIXED |
| 4117 | Customer Prepayments made via IQ reseller Pay Credit card Processing Refund button was inactive. Fixed in production in December. | FIXED |
| 4125 | Copy Bill was also copying bill receive date. Not anymore. | FIXED |
| 4129 | Customer Statement now ignores from and to Client fields when selecting All Clients and email function. This prevents accidentally emailing a single client other clients statements. You will need to deselect ALL to send a statement to a single client. | FIXED |
| 4130 | Should not be able to change a date on invoice or bill when doing so will do ledger entries prior to the Ledger lock date. Prior to this fix you could change the date on an existing invoice or bill; even if you could not create a new one. | FIXED |
| 4145 | Advance replacement SO created from an SO Return did not update properly with the Avatax calculated amount. Now | FIXED |
| 4148 | Reports – SO – Sales margin report Note wording edited. Note – Estimated Costs are used for SO detail lines that are not reserved or invoiced. | FIXED |
| 4027 | On occasion organizations want to override the default margin share for a particular SO for a variety of reasons. Feature granted to a user in Admin > Access > Sales > Enable Rep Share Tool. How to use: Navigate to Sell > Margin Rep Share. The grid will appear with the sold items in it and the respective margins the user can easily redistribute the share on any single item or all items quickly and easily prior to invoicing. Once invoiced the Rep Share cannot be changed. Certain organizations review the Shipped Orders from the Reserved SO list tab with a filter on Ship status column = Shipped. The owner or manager or accounting department then reviews the margin Share and can change just before invoicing.
| NEW |
| 4116 | SO > Commercial Invoice > Show SO User Defined Field 3 value in the Commercial invoice header details. This allows our customers to have “user defined” field data appear on Commercial invoices if desired. | NEW |
| 4132 | API endpoint to get the commercial Invoice report as XML and JSON format for an SO. | NEW |
| Task | Description | Type |
| UI Enhancement | Dynamic screen autosize based on screen resolution and percentage selected. Dynamically additional records are shown on the screen and if you use Ctrl key with + the screen will resize with a larger font and less data. Or use Ctrl – to increase data shown. Many customers have asked for this feature to show more inventory lines more POs in a list etc. | NEW |
| 4154 | Maxlist changes. 1. Added Mfgr mapping to match with Broker Bin mfg list. 2. Send Now > Name changed to “Sync All”. Logic we re-sync items to BrokerBin. 3. One way substitute had an issue of updating the Qty to the parent item. 4. If the Condition Code was mapped to a BrokerBin qualified Condition code, the Qty wasn’t updating properly in the Broker Bin portal when the qty of item reduced. 5. Substitute checkbox and BrokerBin checkbox columns are set as non-editable, since they are tied to the parent item. Unchecking the parent will remove the subs as well. | ENHANCEMENT |
| 3923 | PO receive flow internal code design change. Users will see no difference. The code change makes the design resilient to concurrent situations: Example: Two users access same inventory item from a PO and update the record and receive it. The first users actions were overridden by the second user. This could also create a situation on Prepayment PO’s where an amount might show in the “Paid Not Posted” field of the AP invoice table. However the Ledger, Vendor Prepayment and Payments tables indicate the full amount has been paid. | FIXED |
| 4007 | Maxlist does not resend item to BrokerBin when quantity goes from 0 to greater than 0. Example: Item is on BrokerBin with a quantity and the item sells out and qty avail = 0; later a new Receipt of that item raises qty above 0. Item will now reappear automatically on BrokerBin without any user intervention. | FIXED |
| 4087 | Only occurs when when printing Blind Shipment packing list WITHOUT a IQ reseller Globalship scheduled shipment. In that case the first level SO customer name was printing in upper right hand corner of Packing List instead of the designated Ship From. Blind and double blind scheduled shipment packing lists were always correct. | FIXED |
| 4110 | V38 Upgrade caused the PO import to fail. This was fixed Nov 9, 2021. | FIXED |
| 4117 | Customer Prepayments made via IQ reseller Pay Credit card Processing Refund button was inactive. Fixed in production in December. | FIXED |
| 4126 | Creating an SO from an SP adds comments and cuts off others. | FIXED |
| 4135 | Summary format serial numbers were incorrect on Picklist. | FIXED |
| 4145 | Advance replacement SO created from an SO Return did not update properly with the Avatax calculated amount. Now | FIXED |
| 4148 | Reports – SO – Sales margin report Note wording edited. Note – Estimated Costs are used for SO detail lines that are not reserved or invoiced. | FIXED |
| 4027 | On occasion, organizations want to override the default margin share for a particular SO for a variety of reasons. Feature granted to a user in Admin > Access > Sales > Enable Rep Share Tool. How to use: Navigate to Sell > Margin Rep Share. The grid will appear with the sold items in it and the respective margins the user can easily redistribute the share on any single item or all items quickly and easily prior to invoicing. Once invoiced the Rep Share cannot be changed. Certain organizations review the Shipped Orders from the Reserved SO list tab with a filter on Ship status column = Shipped. The owner or manager or accounting department then reviews the margin Share and can change just before invoicing.
| NEW |
| 4048 | Maxlist Last Update not new records a timestamp which is useful for diagnosing issues. | NEW |
| 4071 | Maxlist functionality rewritten to use BrokerBin’s latest REST API technology. The REST API logic should be more resilient when making updates at BrokerBin compared to their original SOAP method. This is because BrokerBin had logic restricting the volume of updates per second from a single IP address which was required by each Maxlist user to enter in their RTI registration at BrokerBin. The REST technology eliminates that limiter. | NEW |
| 4080 | Added ability to scan outgoing product serials in the SO screen. Perfect for high volume low value product where its final disposition is to be scrapped or may be sold, saving the effort of scanning serials into IQ reseller or printing a label. See video how to use: https://www.screencast.com/t/tmJHNXtSIlr | NEW |
| 4090 | PO Receive > Items to Receive tab Inventory description can now be edited in the grid overriding the default master item description. IQ reseller automation with erasure and diagnostic software have always updated changes automatically. | NEW |
| 4098 | Client Vendor Select screen redesigned to add searchable address fields. | NEW |
| 4116 | SO > Commercial Invoice > Show SO User Defined Field 3 value in the Commercial invoice header details. This allows our customers to have “user defined” field data appear on Commercial invoices if desired. | NEW |
| 4121 | Added Quality control boxes to Pick list to identify who Picked, Packed, Verified and Shipped order. | NEW |
| 4123 | System Setup > Order Processing > Added a user defined field (UDF) as checkbox control for the Shipping Log screen in Order processing. This can be used to have someone Approve shipments or for other reasons. | NEW |
| 4128 | Company Mask Feature. Allows you Sell Ship Invoice and Return product using different business name address and logo. This is perfect for resellers using multiple web stores or business DBA’s “doing business as”. All customer facing documents are created using the “Company Mask” chosen at the point of sale. | NEW |
| 4141 | Maxlist List > Added a Sync button. This helps to re-sync a Maxlist item to BrokerBin, if failed by any means. | NEW |
| Task | Description | Type |
| UI Enhancement | Dynamic screen autosize based on screen resolution and percentage selected. Dynamically additional records are shown on the screen and if you use Ctrl key with + the screen will resize with a larger font and less data. Or use Ctrl – to increase data shown. Many customers have asked for this feature to show more inventory lines more POs in a list etc. | NEW |
| 4022 | Eliminated the possibility of a duplicate inventoryID being created. In rare events when multiple users were receiving multiple items from the same PO a duplicate inventory item was created in rare instances. This was fixed in all production databases November 19, 2021 with no occurrences since. | FIXED |
| 4087 | Only occurs when when printing Blind Shipment packing list WITHOUT a IQ reseller Globalship scheduled shipment. In that case the first level SO customer name was printing in upper right hand corner of Packing List instead of the designated Ship From. Blind and double blind scheduled shipment packing lists were always correct. | FIXED |
| 4110 | V38 Upgrade caused the PO import to fail. This was fixed Nov 9, 2021. | FIXED |
| 4135 | Summary format serial numbers were incorrect on Picklist. | FIXED |
| 4071 | Maxlist functionality rewritten to use BrokerBin’s latest REST API technology. The REST API logic should be more resilient when making updates at BrokerBin compared to their original SOAP method. This is because BrokerBin had logic restricting the volume of updates per second from a single IP address which was required by each Maxlist user to enter in their RTI registration at BrokerBin. The REST technology eliminates that limiter. | NEW |
| 4080 | Added ability to scan outgoing product serials in the SO screen. Perfect for high volume low value product where its final disposition is to be scrapped or may be sold, saving the effort of scanning serials into IQ reseller or printing a label. See video how to use: https://www.screencast.com/t/tmJHNXtSIlr | NEW |
| 4090 | PO Receive > Items to Receive tab Inventory description can now be edited in the grid overriding the default master item description. IQ reseller automation with erasure and diagnostic software have always updated changes automatically. | NEW |
| 4103 | New 4×1 Inventory label format | NEW |
| 4115 | User Access point Order Processing -> To Ship tab -> Edit Warehouse access. This will allow or deny warehouse shipping personnel from changing the warehouse field. | New |
| 4121 | Added Quality control boxes to Pick list to identify who Picked, Packed, Verified and Shipped order. | NEW |
| 4123 | System Setup > Order Processing > Added a user defined field (UDF) as checkbox control for the Shipping Log screen in Order processing. This can be used to have someone Approve shipments or for other reasons. | NEW |
| Task | Description | FIX, Enhancement, New feature |
| 527 | Payment shortage ledger entry shortcut. When using Invoices > Receive payments screen easily distribute payment shortages to the correct Ledger account for each transaction. For example invoice $1000 net payment is $980 due to incoming bank wire fees. Just enter $20 in the new Shortage column cell for that transaction and select the Ledger account and the both the payment and shortage Ledger entries are done when posting the payments. Also works for Sale Order Prepayments in the same screen.
| NEW FEATURE |
| 3060 | Facebook style notifications over your IQ reseller User Icon when tagged or Assigned a Task created in Client Vendor/CRM > Task Manager. Tasks can be created from any transaction, bill or invoice or client vendor followup of leads. Attachments can be loaded and a due date assigned to complete the Task. The Task tells you what is expected and what transaction or CV it is attached too. A single click from the Task opens the underlying transaction to do action immediately. Re-assign tasks and set due dates or snooze the due date. See your own tasks or as a manager see others.
| NEW FEATURE |
| 3185 | Extended Description Font issues In Master Item default matches size of Description. Was slightly off. Fixed July 9th via SQL stored procedure. | FIXED |
| 3912 | SO Tax being set to 0 when reserving SO that already had calculated Avalara Tax. Tax resets at Invoice anyway so was lower priority. | FIXED |
| 3919 | When auto margin split was enabled AND a Rep involved in the split did not have the required IQ reseller Margin accounts setup for Revenue and COGS etc. then Ledger entries would get created with Ledger account = 0 which was wrong. Now it uses the Main Corporate account mapped in your Admin > System setup. (usually -00 accounts) This issue did not affect any organizations that had the required commission accounts setup remember when adding new Commissionable Reps to always add the Commission Ledger accounts for them. | FIXED |
| 3976 | Ampersand character (&) in the Receive Payments Journal Code prevented Cash Receipts Journal from being printed. | FIXED |
| 3980 | Vendor Prepayment must select the PO 2 times to save. Now it saves on first click. | FIXED |
| 3999 | When using Copy Bill function the Session ID was not set on the newly copied Bill in the APinvoiceTable. Now it is. | FIXED |
| 4000 | Copy Invoice function did not set the Session ID I n the AR invoice table on the newly copied invoice. Now it does. | FIXED |
| 4012 | Note: This case occurred only when a Create PO from SO process AND a SO Early Invoice was created AND a Bulk Type inventory item was then added to the sale. During the final invoice step after early invoice a Ledger Entry would fail for the Bulk item only. | FIXED |
| 4013 | Auto Invoice during Shipment would on occasion with a couple customers would fail to post the ledger transactions for the created invoice. Fixed prior to upgrade July 15. | FIXED |
| 4015 | v37: Globalship tic box under System Setup was not working. Fixed on July 13 for all customers. | FIXED |
| 4029 | SO Early invoice with foreign currency as follows. – The invoice ledger posting fails due to out of balance. Example: The Base currency is EUR 1. Create a SO with a foreign currency say USD 2. Add a line item with foreign unit price is $560 and Base currency unit price is calculated using the conversion rate in IQ. 3. Click Early Invoice Expected Results; The line item added in the early invoiced should be same as the SO line item Actual Results: The line item added in the early invoiced record shows the foreign unit price calculated with the base unit price using the conversion rate and updated in the line item. This caused the difference in the SO amount and Invoice amount. And failed the ledger entries with out of balance. | FIXED |
| 4030 | In a rare case Reserved SO-lines were allowed to be deleted/removed and were not unreserved. Occurred only in the following manner. The SO was created with more than 200 lines. They were reserved first with In Transit inventory items and received the PO lines Then they unreserved a few lines and invoiced a few lines. And they did this unreserved lines for all the reserved lines. In the step 3, the REP “ESH”. Opened that SO record in 2 different browser Tabs. The REP selected a few lines and invoiced. Later, from another tab, the same invoiced line is selected and unreserved. The SO view screen shows the data as it was filled in the screen. So, the status still in “Reserved” which allowed to unreserved. So, the line is unreserved and reserved it again with different line item. FIXED by adding validation. | FIXED |
| 4035 | Unpaid Margin Report ONLY: The Excel Summary does not match with PDF Summary. There are 2 issues on Excel sheet that are not matched with Print PDF1. The returned inventory’s ledger account (REP based) has “matched paid” checkbox unchecked in the glaccount. So, it shouldn’t be displayed in the Unpaid margin report. 2. PO’s apinvoice records should be displayed only on Paid margin and All invoiced margin reports. So, the PO section displaying on Unpaid margin Excel is wrong. | FIXED |
| 4046 | When using the GL Ledger Transactions recurring template feature for Payroll for example. It was using the date the template was created as the Ledger transactions date and the user would have to double check and change. Now it uses the selected session date in the Ledger Transactions screen. | FIXED |
| 4056 | IQ reseller Pay Accepting UK Credit cards issue. Needed to replace UK with GB in the COF token creation when the Card is from the United Kingdom. | FIXED |
| 4060 | Sale Order that had multiple Prepayments against it and then Invoiced. Later if you VOID one of the Prepayments; Paid and Due amount would not update correctly. | FIXED |
| 4074 | SO > Commercial Invoice > Choose the saved commercial ID and Print. The Importer address is wrong. Did not fail if printed while creating only after save. Steps to reproduce: 1. Create a SO with a line item Expected Results: Actual Results: | FIXED |
| No Task | <> symbol characters added code to validate and remove these harmful characters in Inventory Comments, CV Notes and Contact Comments and more. These characters when present would prevent printing certain documents. | FIXED |
| 3917 | When initial payment is a prepayment using IQ reseller Pay you can now refund a portion or the whole or prepayment. IQ reseller Pay invoice payment refunds were already allowed.
| ENHANCEMENT |
| 3985 | Avalara Auto- tax calc when Sale is saved and user is setup with a commission account. Saves time. Before when a lines were added to a sale and the save button was selected the tax calc did not automatically calc by design to stay under Avalara’s server “ping” limit of 10 pings to 1 final invoice. After evaluating user real life data we now added the auto-calc when SO Save button is pressed without any additional user action. Or course when the Sale is invoiced or partially invoiced it “pings” Avalara again to calc the proper taxes. Organizations using Avalara should still be under the Avalara 10 to 1 ratio. | ENHANCEMENT |
| 3997 | Added search fields in Invoices > Receive Payments to search by Invoice ID or Sale ID. Quickly find the payments listed on the Payees check or other communication.
| ENHANCEMENT |
| 3998 | Receive Payment Screen – Functionality Optimization. Eliminated the Payments and Credits grid to show more invoices. Optimized the performance to select large numbers of payments and apply without a timeout issue. Improved logic so multiple users can Receive payments simultaneously without issue. Added ability to enter payment shortages as described earlier. | ENHANCEMENT |
| 4010 | Avalara broad category tax codes were missing have now added those to the available for selection. | ENHANCEMENT |
| 4019 | API – Get Master Items – Add “recadded” date column in the API output response. Went live July 17. | ENHANCEMENT |
| 4045 | IQ reseller Pay – Skip Level 2 and Level 3 data when the mandatory data fields are missed in the payment transaction API request. Prior to this payments could authorize but not fund when required Ship to and Bill to data were missing. Now it will run without the Level 2 and 3 data and process without the Ship to and Bill to. | ENHANCEMENT |
| 4063 | Added Vendor Invoice number to Bills Payments and Credits Report in Excel output. Do a electronic payment now for hundreds of Vendor invoices and output the distribution easily by Vendor invoice ID in the standard report. | ENHANCEMENT |
| 4070 | Invoice List Performance Optimization | ENHANCEMENT |
| 4076 | Bills List Performance Optimization reduced time to display by 60%. | ENHANCEMENT |
| No Task | Bills Payments and Credits Report. Excel Output now works from the “Accounts tab”. Other tabs worked. | ENHANCEMENT |
| Performance | SO Margin Summary Excel output optimized for larger datasets. | ENHANCEMENT |
| Performance | Invoices Payments/Credits List optimized for faster performance. 1000 Unpaid come up in under 2 seconds. | ENHANCEMENT |
| Performance | Performance improvement made on Insert Attribute from API and application | ENHANCEMENT |
| Task | Description | FIX, Enhancement, New feature |
| 3060 | Facebook style notifications over your IQ reseller User Icon when tagged or Assigned a Task created in Client Vendor/CRM > Task Manager. Tasks can be created from any transaction, bill or invoice or client vendor followup of leads. Attachments can be loaded and a due date assigned to complete the Task. The Task tells you what is expected and what transaction or CV it is attached too. A single click from the Task opens the underlying transaction to do action immediately. Re-assign tasks and set due dates or snooze the due date. See your own tasks or as a manager see others. | NEW FEATURE |
| 3820 | Auto-Add Material list items to Sale Order. Also called “Kitting or Bundling”. IQ reseller already had the ability to use “Buildup or Part Add” to merge items into a parent item. This feature does the opposite so when you add the item to the sale it will add all “ticked” items in the item’s Material list to the Sale as separate lines. This is used by resellers who typically want to show their customers the separate items that are in the “kit” or “bundle” and have been adding them to the sales order manually anyway. For example selling a Cisco Catalyst Chassis item you might add the Power supply, Redundant Power supply, Fan and motherboard or daughterboard on separate lines. You might price just the parent item and leave the additional “kit” lines with no value OR you might want to show the price of each kit line item.
| NEW FEATURE |
| 3866 | Update Received PO line items Purchase cost via Excel. This is important for ITAD resellers which have a large amount of different SKU’s on one PO and are going to redistribute a gross purchase amount to individual items. Invoiced items cannot be updated. To use your spreadsheet needs the inventory ID and the POID only. Simple go to Inventory > Import and Select Update option. | NEW FEATURE |
| 4001 | IQ reseller GlobalShip > To Ship screen. Add color coding and edit warehouse function to know what scheduled shipments are ready to ship where product is Reserved and Received. Made warehouse editable for each shipment to quickly update what person is handling the order OR what pre-shipment stage the order resides in. See video. Great for high volume shippers or those that do lots of configuration on orders improved communication to sales and less time spent looking at orders where goods to be shipped are not in the building. | NEW FEATURE |
| 4011 | Added Erasure API endpoint to allow any Erasure or Diagnostic test vendor to send an xml report and then configure, create and map product attributes based on Product type. This makes the IQ reseller “One Touch” asset processing very easy to enable for any external program as all data normalization and formatting are handled by our endpoint. | NEW FEATURE |
| 3185 | Extended Description Font issues In Master Item default matches size of Description. Was slightly off. Fixed July 9th via SQL stored procedure. | FIXED |
| 3945 | SO – Additional Information tab contract field was not saving on SO Save | FIXED |
| 4034 | Some attribute values were saved with extra spaces which required TRIM commands to then report without spaces. FIXED in September and scripts were run to clear spaces out of all customers attributes. | FIXED |
| 4056 | IQ reseller Pay Accepting UK Credit cards issue. Needed to replace UK with GB in the COF token creation when the Card is from the United Kingdom. | FIXED |
| No Task | <> symbol characters added code to validate and remove these harmful characters in Inventory Comments, CV Notes and Contact Comments and more. These characters when present would prevent printing certain documents. | FIXED |
| 3985 | Avalara Auto- tax calc when Sale is saved and user is setup with a commission account. Saves time. Before when a lines were added to a sale and the save button was selected the tax calc did not automatically calc by design to stay under Avalara’s server “ping” limit of 10 pings to 1 final invoice. After evaluating user real life data we now added the auto-calc when SO Save button is pressed without any additional user action. Or course when the Sale is invoiced or partially invoiced it “pings” Avalara again to calc the proper taxes. Organizations using Avalara should still be under the Avalara 10 to 1 ratio. | ENHANCEMENT |
| 4045 | IQ reseller Pay – Skip Level 2 and Level 3 data when the mandatory data fields are missed in the payment transaction API request. Prior to this payments could authorize but not fund when required Ship to and Bill to data were missing. Now it will run without the Level 2 and 3 data and process without the Ship to and Bill to. | ENHANCEMENT |
| Performance | Inventory and Inventory History list performance optimization. Inventory list now even with 500,000 records displays in 2 seconds. Inventory History with over 2 million records display in 2.5 seconds. | ENHANCEMENT |
| Performance | API Insert SO line internal comments allowed only 100 characters now expanded to 2048. | ENHANCEMENT |
| Performance | SO Margin Summary Excel output optimized for larger datasets. | ENHANCEMENT |
| Performance | SO List view Performance Improvement loads 70% faster in 1 second even with 1000 Open sales. | ENHANCEMENT |
| Performance | New SO and View SO optimized with faster loading now. | ENHANCEMENT |
| Task | Description | FIX, Enhancement, New feature |
| 3060 | Facebook style notifications over your IQ reseller User Icon when tagged or Assigned a Task created in Client Vendor/CRM > Task Manager. Tasks can be created from any transaction, bill or invoice or client vendor followup of leads. Attachments can be loaded and a due date assigned to complete the Task. The Task tells you what is expected and what transaction or CV it is attached too. A single click from the Task opens the underlying transaction to do action immediately. Re-assign tasks and set due dates or snooze the due date. See your own tasks or as a manager see others.
| NEW FEATURE |
| 4001 | IQ reseller GlobalShip > To Ship screen. Add color coding and edit warehouse function to know what scheduled shipments are ready to ship where product is Reserved and Received. Made warehouse editable for each shipment to quickly update what person is handling the order OR what pre-shipment stage the order resides in. See video. Great for high volume shippers or those that do lots of configuration on orders improved communication to sales and less time spent looking at orders where goods to be shipped are not in the building. | NEW FEATURE |
| 4011 | Added Erasure API endpoint to allow any Erasure or Diagnostic test vendor to send an xml report and then configure, create and map product attributes based on Product type. This makes the IQ reseller “One Touch” asset processing very easy to enable for any external program as all data normalization and formating are handled by our endpoint. | NEW FEATURE |
| 4015 | v37: Globalship tic box under System Setup was not working. Fixed on July 13 for all customers. | FIXED |
| 4034 | Some attribute values were saved with extra spaces which required TRIM commands to then report without spaces. FIXED in September and scripts were run to clear spaces out of all customers attributes. | FIXED |
| 4047 | When using Inventory Bulk Changes from the Inventory Screen or Advance Inventory Screen to change Warehouse, it is not working when multiple warehouse contain similar names with the differential in the name coming after a space. | FIXED |
| 4050 | Attributes are deleted randomly when ITAD Workflow Process feature is used to change UDFs on inventory items. | FIXED |
| 4057 | ITAD Workflow process – The process allows to save Inventory with Blank Description when it should not. | FIXED |
| 4074 | SO > Commercial Invoice > Choose the saved commercial ID and Print. The Importer address is wrong. Did not fail if printed while creating only after save. Steps to reproduce: 1. Create a SO with a line item Expected Results: Actual Results: | FIXED |
| No Task | <> symbol characters added code to validate and remove these harmful characters in Inventory Comments, CV Notes and Contact Comments and more. These characters when present would prevent printing certain documents. | FIXED |
| No Task | UPS International Shipping – Using Duplicate line would clear the unit code from the existing line items. | FIXED |
| 4014 | Prevent users from creating Generic Shippers with same names as GlobalShip Integrated shipper names to avoid conflict with then prevented use. | ENHANCEMENT |
| 4059 | FedEx International – Customs screen entries are now “sticky” and retain the last values input which will speed international shipments for all.
| ENHANCEMENT |
| Performance | Inventory and Inventory History list performance optimization. Inventory list now even with 500,000 records displays in 2 seconds. Inventory History with over 2 million records display in 2.5 seconds. | ENHANCEMENT |
We are excited to announce that we have a new Beta version of ReportWriter that is ready for customer testing.
An open test period is now available until Midnight CST, Wed, Jun 23, 2021.
Use your existing Report writer Credentials and log into https://testreports.iqreseller.com See the new version and test your important reports prior to upgrade June 26th.
New Features in IQ reseller ReportWriter 6.0 include:
And many more bug fixes etc.
If you experience any issues or bugs, please report them to our support department: support@iqreseller.com
| Task | Description | Type |
| 1568 | ENHANCEMENT. Buyer Seller Margin entries rounded to 2 decimal places. | ENHANCEMENT |
| 1804 | FIXED. Sort by Checknumber filter. Bills > Payments and Credits report. | FIX |
| 2396 | FIXED. Rep margin share for “BULK” type inventory items only. Margin now splits between Buyer and Seller at the auto-calculated percentage set in Admin for bulk items just like individualized items. | FIX |
| 3129 | FIXED. When Selling in a foreign currency and printing the Commercial invoice in Base currency the Commercial invoice value in some cases might be off by 1 penny due to line item total rounding method. Fixed. | FIX |
| 3638 | FIXED. When using “Copy Bill” function to copy a Miscellaneous Bill. Then enter the SO or PO in the distribution. The ledger posted to the original copied distribution SO or PO not the updated distribution SO or PO. | FIXED |
| 3689 | NEW FEATURE. Alternate check print format Deluxe DLT 153 with check on top. | NEW FEATURE |
| 3767 | NEW FEATURE. USPS – United States Postal Service Integration via EasyPost – Print 26 Packaging Types including all the Flat rate and International shipments. Click here to signuphttps://www.easypost.com/signup?utm_source=iqreseller Then visit this quickstart guide https://www.easypost.com/getting-started Login to your EasyPost account, navigate to the API Keys section on the EasyPost Dashboard: https://www.easypost.com/account/api-keys. The API Keys section can be found by clicking on your account email in the top left corner of the EasyPost Dashboard: Insert your API keys there. Then insert the same API key in IQ reseller Admin > System setup > Integrated Apps.
| NEW FEATURE |
| 3773 | ENHANCEMENT. Invoices created with zero value from SO are now listed in Paid Invoice screen in addition to the All Invoice Screen. | ENHANCEMENT |
| 3781 | FIXED. Bank reconcilation Print. A few adjustments to show specific records outstanding or cleared depending on report filter. | FIXED |
| 3787 | NEW FEATURE. Admin system setup > inventory tab For electronic component resellers Create Master Item default setting type “BULK” instead of “individualized”. | NEW FEATURE |
| 3802 | FIXED. Reports > Bills > Payments and Credits Report now sorts by check number in all outputs. | FIX |
| 3817 | FIXED. Do not allow a Vendor Prepayment to be Voided if a payment has been applied to any bill. This could cause Bill account and Bill prepayment account to be out of balance. Message now appears to the user. “Void is not allowed since prepayment is partially applied”. Recommended action for user is to use the function at the bottom of Vendor Prepayment screen “Convert Vendor Prepayment to Credit Invoice” | FIX |
| 3818 | ENHANCEMENT. Removed today’s date filter from Quick Books Online “Completed Payments Screen” | ENHANCEMENT |
| 3826 | FIXED. Report > Taxes > Tax Reconciliation Report. Affected Foreign Currency Puchases only. The Purchase amount was incorrectly displayed in the Foreign currency value instead of the Base currency value like the Sales – Purchases Tax Report. The Accounting Ledger was always correct. | FIX |
| 3849 | ENHANCEMENT> IQ reseller PAY Add a button to the CV record view to see all Cards on File with a specific CV | ENHANCEMENT |
| 3863 | FIXED. SP to SO creation loses Item’s Ledger Sales Distribution Ledger info. Issue only arises when your SP is configured to use Ledger Sales Distribution to Categorize sales on the Profit & Loss. | FIX |
| 3872 | FIXED. Master Item Update Import is not mapping SalePrice2 field. Fixed in Nov. 2020. | FIX |
| 3874 | ENHANCEMENT. IQ ResellerPAY phase 2. Added ability to send buyer a secure link from the Contact view for the buyer to securely enter their credit card details. Card is “tokenized” and last 4 digits are saved with the contact. | ENHANCEMENT |
| 3878 | Enhancement. Added Sales REP from SO to the IQ reseller PAY – Payments Reports for easy chargeback of exact Credit card payment costs to the Sales REP. | FIX |
| 3886 | FIXED. Copy SO function is copying the source SO Recadded date when it should use current session date. | FIX |
| 3892 | FIXED. Print Prepayment check is not honoring the check format setting set in Bills > Print Checks. Non-Prepayment checks printed fine. | FIX |
| 3895 | FIXED. IQ resellerPAY Added ability to Refund a SO prepayment which now allows the underlying SO to be VOIDED. | ENHANCEMENT |
| 3899 | FIXED. Fixed in January 2021 with a patch. Bank reconciliation in some cases not picking up the correct glaccount balance. | FIX |
| 3900 | FIXED. Zero value invoices get a paid in full date equal to invoice creation date. Move to paid Tab. Previously they did not move to the Paid Tab. | FIX |
| 3901 | FIXED. SO with with 1 line taxable and 1 line not; then create Early invoice and the non-taxable line would be incorrectly taxed. | FIX |
| 3902 | ENHANCEMENT. Changed Commercial invoice currency to allways use the Sale transaction currency. This prevents value changes on the commercial invoice when re-printing in Base currency with updated Currency conversion rates over time. | ENHANCEMENT |
| 3907 | NEW FEATURE. Generic shippers can now be made Inactive so they don’t appear in the selection dropdown when Scheduling new shipments. Nice for IQ reseller users that used IQ reseller for years and might have dozens of Shippers they don’t use anymore. | NEW FEATURE |
| 3911 | FIXED. SO Prepayment which is later converted to a Credit invoice was not being marked as posted. | FIX |
| 3912 | FIXED. Avalara Tax Service users only. When Reserving an SO that has Avalara Tax already saved the Reserve function was reseting tax to 0. Users were then required to re-select the Calc Avatax button. | FIX |
| 3914 | ENHANCEMENT. Due to BREXIT The existing European EORI number fields were added to include Shipper, Consignee and Importer of record. | FIX |
| 3925 | NEW FEATURE. Configure attributes to print on your Inventory label to create your own 2 x 4 custom label. 1. In the Print label setup, we have added 2 new dropdowns for Attribute 1 and Attribute 2 2. For example: Attributes for OS and Battery are Selected and then print with Bold label. 3. These attributes selection are saved per REP in the report settings. | FIX |
| 3926 | FIXED. VAT Tax Report for Foreign Currency transactions shipped within the resident country. Sales and Purchases Tax report was correct. | FIX |
| 3927 | NEW FEATURE. Added ability to upload text to SO the text feature to SO detail lines area that is in VFP | ENHANCEMENT |
| 3929 | FIXED. Added country code for South Korea to available lists. | FIX |
| 3930 | FIXED. SO line view “Reserved by” rep is now the actual user who reservedthe item instead of the SO rep. The Right click inventory Action Table record was not changed as that showed the correct rep. | FIX |
| 3935 | FIXED. Inventory > Warehouses Admin screen search did not work. | ENHANCEMENT |
| 3938 | ENHANCEMENT. IQ reseller PAY integrated Credit Card payment processing now allows a partial value SO Deposit payment from CC. | FIX |
| 3939 | ENHANCEMENT. Add Bulktype master item Reserve capability on SO import. Now you can import a SO with both “individualized and “bulk” type inventory items and Reserve them all. | FIX |
| 3943 | FIXED. CV Ledger Report Showing voided not posted payments. Report was wrong underlying accounting data was correct. | ENHANCEMENT |
| 3953 | FIXED. In Inventory list screen”Conditioncodedate” column search filter; if it had a value then export to excel for the items would fail. | FIX |
| 3954 | FIXED. Sales Proposal Sales Distribution Logic transfers from SP to SO for final invoice. | FIX |
| 3958 | FIXED. Avalara Tax Service users only. RMA Return is Closed and a Taxable Credit Memo is generated. The Open invoice aging report included the value of the Credit but not the tax value of the credit. Ledger accounting was all correct only the report was missing that item. | ENHANCEMENT |
| 3966 | ENHANCEMENT. IQ resellerPAY Increased flexibility to allow CV Cards on File to be used with any transaction within that CV. | FIX |
| 3969 | FIXED. April 20 via patch. Ledger transaction list view default order changed to most recent Session ID first then decending order. | FIX |
| API | FIXED. API endpoint. Insert CV – cvtype tag is not parsed in JSON input. | FIX |
| NA | ENHANCEMENT. Changed the date time for all entries to the users local computer device date time. Previously all entries were based on Azure East US data center time. | ENHANCEMENT |
| NA | ENHANCEMENT. IQ resellerPAY can now accept payment cards from foreign buyers. | FIX |
| NA | FIXED. Sales proposal creation now sets internal Shipdate and Scheduledate set as default start date instead of NULL. Prevents later issue from arising. | ENHANCEMENT |
| NA | FIXED. Update scheduled shipment date is not updating in stdetail table for that item it was updating the Shipment detail. This improves data for custom report writer reports. | ENHANCEMENT |
| NA | ENHANCEMENT. Paid invoiced margin report – Preview and Excel – Performance improvement displays in 30% less time. | FIX |
| NA | ENHANCEMENT. PO Item Summary price chance. Eliminated confirmation pop-up for even faster repricing. | ENHANCEMENT |
| NA | ENHANCEMENT. Avalara Tax users only. Improvement in Ship-From information sent to Avatax. | ENHANCEMENT |
| Task | Description | Type |
| 1568 | ENHANCEMENT. Buyer Seller Margin entries rounded to 2 decimal places. | ENHANCEMENT |
| 2396 | FIXED. Rep margin share for “BULK” type inventory items only. Margin now splits between Buyer and Seller at the auto-calculated percentage set in Admin for bulk items just like individualized items. | FIX |
| 3767 | NEW FEATURE. USPS – United States Postal Service Integration via EasyPost – Print 26 Packaging Types including all the Flat rate and International shipments. Click here to signuphttps://www.easypost.com/signup?utm_source=iqreseller Then visit this quickstart guide https://www.easypost.com/getting-started Login to your EasyPost account, navigate to the API Keys section on the EasyPost Dashboard: https://www.easypost.com/account/api-keys. The API Keys section can be found by clicking on your account email in the top left corner of the EasyPost Dashboard: Insert your API keys there. Then insert the same API key in IQ reseller Admin > System setup > Integrated Apps. | NEW FEATURE |
| 3787 | NEW FEATURE. Admin system setup > inventory tab For electronic component resellers Create Master Item default setting type “BULK” instead of “individualized”. | NEW FEATURE |
| 3801 | ENHANCEMENT. Print PO contract in summary format we have removed item cost and left the extended cost by customer request. | ENHANCEMENT |
| 3830 | FIXED. Email misspelled on print purchase order ship to address | FIX |
| 3840 | FIXED. RMA Packing list had IQ reseller user Ship From address instead of Customer ship from; which would have been the original Ship to address. | FIX |
| 3841 | FIXED. Voided PO should not allow user to add a New Line | FIX |
| 3847 | ENHANCEMENT. Shipping Log screen email of Pick or Packing List changed PDF name to SO number from internal ID. | ENHANCEMENT |
| 3848 | ENHANCEMENT. SO Import creates Master Items in the import if Mfgr is supplied in the source file. | ENHANCEMENT |
| 3849 | ENHANCEMENT> IQ reseller PAY Add a button to the CV record view to see all Cards on File with a specific CV | ENHANCEMENT |
| 3863 | FIXED. SP to SO creation loses Item’s Ledger Sales Distribution Ledger info. Issue only arises when your SP is configured to use Ledger Sales Distribution to Categorize sales on the Profit & Loss. | FIX |
| 3872 | FIXED. Master Item Update Import is not mapping SalePrice2 field. Fixed in Nov. 2020. | FIX |
| 3874 | ENHANCEMENT. IQ ResellerPAY phase 2. Added ability to send buyer a secure link from the Contact view for the buyer to securely enter their credit card details. Card is “tokenized” and last 4 digits are saved with the contact. | ENHANCEMENT |
| 3880 | FIXED. Master Item lookup – Performance Issue when over 250,000 substitutes are related to other items in the database. Optimized query to eliminate issue. Released Dec 2020. | FIX |
| 3886 | FIXED. Copy SO function is copying the source SO Recadded date when it should use current session date. | FIX |
| 3895 | FIXED. IQ resellerPAY Added ability to Refund a SO prepayment which now allows the underlying SO to be VOIDED. | ENHANCEMENT |
| 3901 | FIXED. SO with with 1 line taxable and 1 line not; then create Early invoice and the non-taxable line would be incorrectly taxed. | FIX |
| 3902 | ENHANCEMENT. Changed Commercial invoice currency to allways use the Sale transaction currency. This prevents value changes on the commercial invoice when re-printing in Base currency with updated Currency conversion rates over time. | ENHANCEMENT |
| 3906 | FIXED. System Setup > PO > Breakdown – Bulk type item only add to existing PO was broken. | FIX |
| 3907 | NEW FEATURE. Generic shippers can now be made Inactive so they don’t appear in the selection dropdown when Scheduling new shipments. Nice for IQ reseller users that used IQ reseller for years and might have dozens of Shippers they don’t use anymore. | NEW FEATURE |
| 3912 | FIXED. Avalara Tax Service users only. When Reserving an SO that has Avalara Tax already saved the Reserve function was reseting tax to 0. Users were then required to re-select the Calc Avatax button. | FIX |
| 3914 | ENHANCEMENT. Due to BREXIT The existing European EORI number fields were added to include Shipper, Consignee and Importer of record. | FIX |
| 3923 | FIXED. On Bills with a Vendor Prepayment, the system was leaving an amount in Paid non Posted in 1 case. | FIX |
| 3924 | FIXED. Master Item > Attribute Search screen. Search was case sensitive now it is not. | NEW FEATURE |
| 3929 | FIXED. Added country code for South Korea to available lists. | FIX |
| 3933 | FIXED. It was possible to edit the SO view Client ID field which did not match the main CV record. Client ID can never be changed only the longer Client full name. | FIX |
| 3935 | FIXED. Inventory > Warehouses Admin screen search did not work. | ENHANCEMENT |
| 3937 | FIXED. DropShip Purchase Packet feature when using a “bulk type” item in a “multiple purchase” packet. Rare event solved. | FIX |
| 3938 | ENHANCEMENT. IQ reseller PAY integrated Credit Card payment processing now allows a partial value SO Deposit payment from CC. | FIX |
| 3949 | ENHANCEMENT. Added AI- intelligence to the inventory import. If import source file has no qty. field or qty field eith blank value will add the item and will make qty 1 for that item(s). Any qty field with 0 will still be rejected as before. | |
| 3953 | FIXED. In Inventory list screen”Conditioncodedate” column search filter; if it had a value then export to excel for the items would fail. | FIX |
| NA | ENHANCEMENT. Changed the date time for all entries to the users local computer device date time. Previously all entries were based on Azure East US data center time. | ENHANCEMENT |
| NA | ENHANCEMENT. IQ resellerPAY can now accept payment cards from foreign buyers. | FIX |
| NA | FIXED. Sales proposal creation now sets internal Shipdate and Scheduledate set as default start date instead of NULL. Prevents later issue from arising. | ENHANCEMENT |
| NA | FIXED. Update scheduled shipment date is not updating in stdetail table for that item it was updating the Shipment detail. This improves data for custom report writer reports. | ENHANCEMENT |
| Task | Description | Type |
| 3129 | FIXED. When Selling in a foreign currency and printing the Commercial invoice in Base currency the Commercial invoice value in some cases might be off by 1 penny due to line item total rounding method. Fixed. | FIX |
| 3767 | NEW FEATURE. USPS – United States Postal Service Integration via EasyPost – Print 26 Packaging Types including all the Flat rate and International shipments. Click here to signuphttps://www.easypost.com/signup?utm_source=iqreseller Then visit this quickstart guide https://www.easypost.com/getting-started Login to your EasyPost account, navigate to the API Keys section on the EasyPost Dashboard: https://www.easypost.com/account/api-keys. The API Keys section can be found by clicking on your account email in the top left corner of the EasyPost Dashboard: Insert your API keys there. Then insert the same API key in IQ reseller Admin > System setup > Integrated Apps.
| NEW FEATURE |
| 3859 | FIXED. Inventory > Advanced inventory Change Condition code on multiple selected items was not working. | FIX |
| 3862 | FIXED. Inventory update via spreadsheet. Custom user defined fields were populating with zeros in inventory user defined fields from a blank source field. Changed last October via patch. | FIX |
| 3881 | FIXED. Cannot delete a Bulk type Inventory item Serial number that contains spaces. | FIX |
| 3906 | FIXED. System Setup > PO > Breakdown – Bulk type item only add to existing PO was broken. | FIX |
| 3924 | FIXED. Master Item > Attribute Search screen. Search was case sensitive now it is not.
| NEW FEATURE |
| 3949 | ENHANCEMENT. Added AI- intelligence to the inventory import. If import source file has no qty. field or qty field eith blank value will add the item and will make qty 1 for that item(s). Any qty field with 0 will still be rejected as before. | ENHANCEMENT |
| API | FIXED. When using Insert SO API – with a mulitple SO insert, all the inserts failed when one of the SO content has missing or bad data. Now the complete SO’s are inserted and SO with missing required fields or bad data is not. | FIX |
| NA | ENHANCEMENT. Changed the date time for all entries to the users local computer device date time. Previously all entries were based on Azure East US data center time. | ENHANCEMENT |
| NA | Inventory List -Userdefined5 is not working | FIX |
| NA | FIXED. Import Master Item Update Category 2 Sub Query Error. | FIX |
Easy search for “How to” guidance on IQ reseller functions.
