Notes for Release 10.0.08

hpCommerce Orion Release Notes

Build 10.0.08

Released July 17, 2024

New Features and Functionality

• New Product Label for Dot Matrix Printer
  Yes!  you read that correctly.  Label number #35 has been added and is designed to print to a dot matrix printer.  The label size is 1" x 3 1/2".
  
  
• New Customer and Vendor Mailing Label for Dot Matrix Printer
  This label #4 and YES it is formatted to print to a dot matrix printer.  It is of the size 1" x 3 1/2".
  
  
• New User Defined system to "tag" Sales Order Line Items
  You can now turn on a user definable system to tag items on a Sales Order.  This system can be set up and configured to suit your needs.  The idea is for you to be able to give individual line items on an order a meaningful tag.  Something that would be meaningful to you and your organization.  The system is turned on via [S-F7-F3] Invoices/Sales Order Preferences in the Sales Order Item Defined Field section.  You can completely customize the display of this one character column.  Once you have the system turned on you can define the values of the column by using [S-F7-F10].  Once turned on and values are defined you will now see this new column on the Sales Order Items form when working with an open Sales Order.
  
  
• A detailed log of Inventory Adjustments by item is now available
  You can now see a a detailed listing of all transactions that affect on-hand value of an item.  Open an item in the [L-L] Part Maintenance form.  Then go to [F5-R] Inventory Adjustment History.  On this form you will see detailed transactional history and the ability to view related documents for each transaction.  This is the ultimate tool to understand the transactional history of an item.
  
  
• New Customer Report
  Its about time!  Now you can run a report that will list customers created during a time period you specify.  To run this report use [M-L-F3-F9] Customers by Created Date.  This is a much needed report that you can use to locate new customers that you may need to take additional action on.
  
  
• Optional Holding Area for new BigCommerce Customers
  You can now turn on a feature for "holding" unmatched customers during the BigCommerce order import routine.  When a new order is imported Orion will attempt to match it with an existing Orion Customer via BigCommerce Customer ID or the email address of the shopper.  If no match is found an entirely new Orion customer will be created.  If this "holding" feature is turned on then new customers will not be created for unmatched customers.  Instead unmatched customer orders will be assigned to an existing customer account that you define.  All of these orders will be added to a holding queue that is located at [M-G-M] Unmatched Sales Order Holding Area.  When you open the holding area there are powerful tools that allow you to try to locate an existing customer to match the held order.  If you are able to locate a customer then with one keystroke the order is assigned to this existing customer.  If no match is found you can create a new customer with one keystroke and the open sales order is automatically assigned to this new customer account.  Parameters for turning on this feature and configuring default search tools are found on [M-E-B-2] BigCommerce Configuration
  
  
• SOI Deposit Security
  You can now specify the security required to override the SOI Deposit requirement at the Customer Level.  This is controlled by User Security on [S-F4]
  
  
• New Invoices by Shipping Date report
  If you use Orion's amazing Integrated Shipping system for UPS and FedEx or are providing shipping tracking data manually you are now able to run a report of invoices by shipping date of the tracking numbers on the invoice.  This report is accessed via [M-L-F5-E].
  
  
• New Gross Sales by Ship To State report
  This new report has been added to [M-L-F5-F]  Gross Sales by State (Summary).  Use this report to specify a date range and report a summary of sales activity by ship-to state.
  
  
• New Daily Sales and Profit report
  This is a simple report that reports sales and profit for a date range that you specify.  Run the report by going to [M-L-F5-G] Daily Profit Report.  This report will group all sales by date and report invoice totals and profit for each date.
  
  

Improvements to existing Features

• Twelve Month part Sales History now "rolls" backward and forward
  On the Part Maintenance form the [F8] Sales History now can be rolled forward or backward twelve months at a time.  The is a great tool to compare rolling twelve month periods.
  
  
• Default option to review Sales Orders in reverse chronological order
  You can now set the default sort order for any "open sales order" list to LIFO order.  You do this via the option on [S-F7-F] Invoice/Sales Order Preferences.
  
  
• BigCommerce Order Number can now be loaded into Sales Order Job Number
  Via the BigCommerce Configuration Options [M-E-B-2] you can now specify that during order import from BigCommerce that the BigCommerce Order Number be recorded in the Sales Order Job Number field.  Job Number is searchable via several open Sales Order list forms.  Having this Order Number loaded into the Job Number gives you an easy way to locate orders by their BigCommerce Order Number.
  
  
• The Inventory Audit Worksheet can now be run by Normal, Overstock and Offsite locations
  The excellent Inventory Audit Worksheet [M-L-F1-F4] can now be run by just specifying a range of locations for Normal, Overstock and Offsite locations.  This allow you to further refine and optimize your inventory cycle counting strategy.
  
  
• Gravity Payment Integration now supports Partial Payments
  For users of Orion's payment integration to Gravity you can now use processing equipment that supports partial payment approval.