Product Release Notes 2026
What’s New in 2026: Product Updates & Improvements: Welcome to our 2026 Release Notes hub. Here, you will find a central record of all new features, system enhancements, performance improvements rolled out throughout the year. We update this log with every deployment to keep you informed of the latest changes to our platform.
Release 1.0
Release Date: February 14, 2026
Package Name: Base Package
Version: Base@2.379.0-2
1. Automated Procurement and Low-Stock Replenishment via Slack Integration:
Type: New feature
Previous Version: NA
What’s New: This feature introduces an automated procurement workflow integrated directly into Slack to manage low-stock scenarios and streamline inventory replenishment. Users can leverage custom Slack slash commands to instantly query inventory levels and generate Purchase Requisitions (PRs) without switching applications. Interactive Slack messages then route these PRs for rapid managerial review, automatically converting approved requests into Purchase Orders (POs) to minimize operational delays.
2. Payment Profiles for Reusable Gateway Payment References:
Type: Enhancement
Previous Version: No payment profile functionality existed to store reusable gateway-specific payment references.
What’s New: Introduced payment profile management for card payments. Gateway-specific references can now be safely stored and reused for supported payment gateways (Stripe, PayPal, and CyberSource) without storing underlying card data.
3. Accounts Payable Automation: Bill Creation, 3-Way Match & Approval Workflows
Type: Enhancement
Previous Version: Vendor bills required manual creation and processing, covering PO validation, stock receipt matching, posting, and approvals.
What’s New: Introduced OCR-powered Accounts Payable automation to analyze external vendor invoices, validate them against purchase orders and stock receipts, automatically perform 3-way matching, post the transaction, and generate a voucher for administrator approval.
4. Enhanced Customer Loyalty Points & Rewards Management
Type: Enhancement
Previous Version: Introduced early support for customer enrollment in loyalty programs. However, this version lacked digital wallet tracking, automated earning calculations, and invoice redemption capabilities.
What’s New: Enhanced Customer Loyalty Points in EPOS, enabling customers to enroll in loyalty programs and manage their points through a dedicated wallet. Loyalty points are credited automatically upon payment, based on customizable loyalty program rules. Customers can redeem points directly against invoices, with the total order amount updating instantly to reflect the discount.
5. Real-Time Tax Rate Integration
Type: Enhancement
Previous Version: Offered basic tax setup capabilities that required manual record creation for individual tax rates, missing automated global fetching, nexus compliance logic, and scheduled integration syncs.
What’s New: Implemented Tax Setup with automated fetching of tax rates for US states, Canada, and global jurisdictions. For US states, the system enforces economic nexus rules to ensure accurate tax compliance. Includes a configurable scheduler that runs the tax rate integration at user-defined intervals.
6. Optimized Subscription Management Workflow
Type: Enhancement
Previous Version: Subscriptions automatically defaulted to a one-month duration.
What’s New: Subscriptions are now driven by the item’s Unit of Measure (UOM), supporting flexible billing cycles including Monthly, Quarterly, and Yearly.
Release 2.0
Release Date: March 07, 2026
Package Name: Finance Package
Version: Finance@1.124.0-1
1. Advanced Transaction Management
Type: Enhancement
Previous Version: Transaction management was limited to basic operations, lacking support for posting, AP closing, bulk posting, and transactional error diagnostics
What’s New: Enhanced transaction management with support for record posting, AP period closing, bulk posting, and detailed insights into failed transactions and accounting entries.
2. Secure PCI-DSS Compliant Gateway Framework
Type: Enhancement
Previous Version: Legacy payment gateway integrations lacked official PCI-DSS compliance and rigorous testing across supported payment channels.
What’s New: Implemented PCI-DSS compliant integrations on the AR side for Stripe, PayPal, CyberSource, and Authorize.Net, with comprehensive testing fully completed across all supported application pages.
3. Secure Gateway-Hosted Checkout Integration
Type: Enhancement
Previous Version: Payment checkout was handled directly within the application, as gateway-hosted checkout options were not supported.
What’s New: Implemented secure gateway-hosted checkout pages for PayPal and Stripe, streamlining payment processing while eliminating direct handling of payment card data.
4.Tap to Pay – Mobile Integration
Type: New feature
Previous Version: NA
What’s New: Introduced contactless Tap to Pay functionality for mobile devices, supporting both customer-based and merchant-based payment workflows.
5 Advanced Subscription Revenue Recognition
Type: Enhancement
Previous Version: Revenue from invoice products was recognized immediately upon invoice posting, regardless of the underlying contract duration or delivery schedule.
What’s New: Implemented subscription revenue recognition where posted invoice product entries are initially recorded as Deferred Revenue (Liability). Revenue is subsequently recognized based on the configured recognition rule and recognition period
Release 3.0
Release Date: March 19, 2026
Package Name: CPQ Package
Version: CPQ@1.71.0-1
1. AI Chatbot Integration in Quote Console
Type: New Feature
Previous Version: NA
What’s New: Added a Quote Console AI chatbot to streamline workflows—enabling natural language and PDF product additions, automatic missing product creation, inline line-item validation, and instant retrieval of a customer’s latest accepted quote. The assistant displays discount profitability against the vendor cost card and provides real-time recommendations for the most frequently sold options.
2. Subscription Flow Enhancements
Type: Enhancement
Previous Version: Previously, Subscription processing relied on a hardcoded 30-day month logic, lacking flexible period calculations.
What’s New: Enhanced subscription processing to calculate billing based on actual calendar days per month across monthly, quarterly, and annual terms. Price Book prices now automatically map to month or year UOM configurations. Integrated post-payment subscription activation and automated expiration processing upon contract end dates.
3. AI Chatbot Integration for Product Configuration
Type: Enhancement
Previous Version: Previously, product configuration workflows required step-by-step manual point-and-click interactions across individual screens.
What’s New: Integrated an AI chatbot for configurable products, enabling users to dynamically select and add product features and options through interactive prompts.
Release 4.0
Release Date: April 28, 2026
Package Name: Manufacturing Package
Version: Manufacturing@1.122.0-2
1. Service Workbench: Barcode Scanning & Automated Time Tracking
Type: Enhancement
Previous Version: Previously, the Service Workbench lacked barcode scanning capabilities, requiring technicians to manually input product, batch, and serial numbers when logging consumed parts. Additionally, the system did not track execution time for individual service tasks within the interface.
What’s New: Upgraded the Service Workbench Work Order interface to support barcode scanning for products, batches, and serial numbers. Includes a new “Start Task” feature for automated work duration tracking and automated end-to-end serial and batch inventory processing to minimize manual shop-floor data entry.
2. Dynamic On-Demand Resource Scheduling for Work Orders
Type: Enhancement
Previous Version: Workflows prevented adding supplemental technicians to scheduled Work Orders within the Service Workbench, forcing users to manually update backend records or create new work orders to adjust staffing.
What’s New: Introduced flexible workforce management capabilities within the Service Workbench, allowing users to assign additional technicians to active, scheduled Work Orders in real time via a new “Add Resource” action. This dynamic allocation eliminates operational bottlenecks and ensures accurate labor tracking across all personnel without requiring secondary work orders.
3. PLM Integration
Type: New Feature
Previous Version: NA
What’s New: Integrated OnShape PLM with Salesforce via the MO Product Configuration flow to automatically sync product records and Bills of Materials (BOM), including item quantities and Units of Measure (UOM). If a product exists in Salesforce, the incoming BOM attaches to its corresponding version; if it does not exist, both the product and its BOM are automatically generated. Powered by webhooks, creating a new product version in OnShape triggers real-time automated creation of the new version and BOM within Salesforce.
4. Cost Card and Cost Price Addition in MO Product Configuration
Type: Enhancement
Previous Version: Previously, Cost Card and Cost Price details were managed exclusively at the individual record level, requiring users to navigate away from the main table and open separate records to view or assign component costs.
What’s New: Surfaced dedicated Cost Card and Cost Price fields directly within the BOM line items screen. This allows users to view, select, and update component costs in-line from a single, centralized view, streamlining and accelerating the Bill of Materials setup process.
Release 5.0
Release Date: May 25, 2026
Package Name: Scheduler Package
Version: Manufacturing@1.122.0-2
1. Seating Arrangement Management
Type: New Feature
Previous Version: NA
What’s New: Introduced comprehensive event builder and booking capabilities featuring prompt-based seating layout generation. The system dynamically assigns seats based on registrant counts and ticket types, including tailored seating arrangements for children.
2. Chase Payment Gateway Integration
Type: Enhancement
Previous Version: Event registration payments were restricted to select third-party gateways, such as PayPal, Stripe, and Authorize.Net, offering limited flexibility for organizations utilizing Chase merchant services.
What’s New: Added Chase as a native payment option during event registration, enabling streamlined, single-step checkout and direct transaction processing.
3. Enhanced Attendance Tracking
Type: New Feature
Previous Version:
What’s New: Weekly Dashboard & Visualization: Enables centralized attendance tracking across all events via a weekly dashboard with time zone-safe date handling and horizontal segmented pill bars for quick visual status updates. Weekly Dashboard & Visualization: Enables centralized attendance tracking across all events via a weekly dashboard with time zone-safe date handling and horizontal segmented pill bars for quick visual status updates. Bulk Attendance Management: Introduces one-step bulk actions to update entire session rosters to Present, Absent, or Class Cancelled. Attendance Carry-Forward: Allows administrators to quickly copy and carry forward the previous day’s attendance status directly into subsequent sessions to reduce redundant data entry.
4. Self-Service Event Attendance & Feedback via Portal
Type: New Feature
Previous Version: NA
What’s New: Introduced a seamless Attendance portal for guest users utilizing QR code scanning along with email verification, which automatically prompts a post-event feedback survey upon check-in completion. To drive recurring engagement, the system now tracks attendance streaks and awards gamification badges directly to participant profiles.
5. Resource Management: Double-Booking Prevention
Type: New Feature
Previous Version: NA
What’s New: Enforced database-level row locking on Event and candidate slot records during reservation processing. This ensures that concurrent booking attempts are evaluated sequentially at the database layer, completely preventing race conditions and double-booking edge cases.
6. Agentforce Automation: Event Booking
Type: Enhancement
Previous Version: Event booking was restricted to standard Lightning Web Component (LWC) forms, requiring users to manually navigate multi-page screens without conversational assistance or AI-guided seat and session selection.
What’s New: Migrated the event booking experience to an autonomous Agentforce agent equipped with four custom Invocable Actions.Users can now discover events, check schedules, look up contact records, and complete bookings conversationally, with extended capabilities for multi-registrant family bookings.
7. Dynamic Event Session Rescheduling
Type: Enhancement
Previous Version: Lacked a structured way to reschedule or exclude specific sessions in an event series, requiring manual session deletion and manual attendee outreach.
What’s New: Introduced a dedicated Session Exceptions tab to create, edit, and manage session-level exception records. Additionally, added a Reschedule action directly to the Attendance Tracker, enabling event managers to shift individual sessions to any target date—those that fall outside normal recurring weekday schedules.
8. Organizer Calendar Events & Schedule Synchronization
Type: New Feature
Previous Version: NA
What’s New: Enabled organizer-side calendar event creation feature. When event sessions are scheduled, assigned, or updated, corresponding calendar events are generated automatically and synced directly to the organizer’s personal calendar.
9. Booking Management: Cancel & Update
Type: Enhancement
Previous Version: Event bookings could not be self-managed post-creation, requiring attendees to contact support or event administrators to request updates, session changes, or cancellations.
What’s New: Direct Record Management: Adds native capabilities to cancel or update event booking records directly at the record level.
Automated Inventory Release: Canceling a booking record automatically restores seat availability and capacity limits in real time.
Data Consistency: Syncs registration changes instantly across linked attendee rosters, schedules, and communication triggers.
Release 6.0
Release Date: June 29, 2026
Package Name: HRMS Package
Version: HRMS@1.58.0-1
1. Streamlining Virtual Interviews via Automated Video Integrations
Type: Enhancement
Previous Version: Recruiters were required to manually generate video conferencing links in separate external applications and copy-paste them into the platform during interview setup. No direct integration existed to provision and embed meeting rooms automatically into calendar invites during the candidate booking process.
What’s New: Automated Multi-Platform Video Integration
Multi-Provider API Integration: Direct integration with Google Meet, Webex, Zoom, and GoTo APIs to automate virtual meeting provision.
Dynamic Provider Assignment: Enables recruiters to select a preferred video conferencing platform and instantly create customized candidate booking links via the internal setup interface.
Automated Meeting Embedding: Authenticates with the selected provider upon candidate time slot selection to automatically generate and embed virtual meeting details into finalized calendar invites.
Reduced Administrative Overhead: Eliminates manual link generation and copy-pasting across all interview scheduling flows.
2. Intelligent Routing & Interactive Mapping via Open Route Service
Type: Enhancement
Previous Version: The system relied on the Haversine formula to calculate travel metrics, yielding straight-line “Air-Distance” distances rather than true on-road driving mileage or accurate ETAs. Furthermore, mapping lacked automation, requiring users to research and enter exact geolocation coordinates manually instead of using seamless address searches or interactive map pins.
What’s New: Introduced a comprehensive OpenRouteService (ORS) integration to enhance mapping, routing, and logistics across multiple service and delivery components. Within the Service Appointment interface, ORS powers an interactive map that automatically translates searched addresses into exact coordinates and reverse-geocodes dropped pins to instantly populate address forms. Furthermore, the Resource Dashboard and Shipment Scheduling screens leverage the ORS Matrix API to batch-calculate true on-road driving distances and accurate ETAs, ensuring daily technician routes and unassigned shipments are optimally sequenced within designated service radiuses.
3. Employee Leave Management & PTO Requests
Type: Enhancement
Previous Version: Recruiters were required to manually generate video conferencing links in separate external applications and copy-paste them into the platform during interview setup. No direct integration existed to provision and embed meeting rooms automatically into calendar invites during the candidate booking process.
What’s New: Dynamic Leave Types & Policies: Supports custom-defined leave categories (e.g., PTO, Sick, Parental, Bereavement) with tailored eligibility rules and accrual ceilings.
Dynamic Leave Increments: Automates scheduled accrual increments based on employee tenure, role, or employment status.
Leave Cashouts: Enables automated cashout requests and balance deductions according to organizational payout caps.
Temporary Approval Delegation: Allows managers to delegate leave request review authority temporarily during their own absences to prevent approval bottlenecks.
Centralized Holiday Calendar: Integrates company-wide holiday schedules to exclude non-working days automatically from total requested leave calculations.
4. Meeting Scheduler
Type: New Feature
Previous Version: NA
What’s New: Built a self-service meeting booking flow: the organizer generates a shareable calendar link, and a guest opens it to book a meeting by picking a slot from the organizer’s available timings, based on the guest’s own preference of time
5. Interview Setup and scheduler
Type: New Feature
Previous Version: NA
What’s New: Built out interview scheduling end-to-end: resume upload, HTML confirmation emails, and decline/reschedule flows driven by URL action parameters. Prevented concurrent double-booking of interview slots.
5.Shipment Scheduling
Type: New Feature
Previous Version: NA
What’s New: Added a resource-based assignment flow: select a resource, then based on that resource’s service radius and a chosen date, fetch all shipments whose shipping address falls within that radius, and bulk-assign them to the same resource and the same delivery date.
Release 7.0
Release Date: July 27, 2026
Package Name: Logistics Package
Version: Logistic@1.141.0-1
1. Record-Level Inbound Logistics & Goods Receipt Management
Type: New Feature
Previous Version: NA
What’s New: This feature enables end-to-end tracking and execution of inbound shipments directly from the Purchase Order page. Users can review active shipment records, create new inbound shipments by selecting specific PO line items and quantities, and record critical details such as carrier info, contact details, delivery addresses, and notes. During the goods receipt process, the system allows for precise inventory allocation—including warehouse locations, bins, batch/lot tracking, and serial numbers—while assigning receiving statuses and completing mandatory quality assurance checks and parameters.
2. Multi-Product Selection on Create Transfer Order
Type: Enhancements
Previous Version: Users previously had to add products to a Transfer Order one by one, performing a separate search and selection action for every single line item. This streamlined multi-product selection feature allows users to search, select, and add multiple items to a Transfer Order in a single, bulk workflow.
What’s New: This update introduces a bulk product selection screen to the Create Transfer Order workflow, allowing users to filter items by Product Name/Code, Family, and Sub-Family, select multiple rows via checkboxes, and append them all in a single action. Each row provides real-time stock visibility—including warnings for out-of-stock items—while enabling users to perform serial and lot number lookups, enter quantities, and add descriptions before adding the items to the order. Once appended, line quantities and descriptions remain fully editable, and items can be removed individually prior to final saving.
3. Freightview Integration
Type: New Feature
Previous Version: NA
What’s New: This feature integrates Freightview directly into the system to streamline multimodal shipment management across Less-Than-Truckload (LTL), Parcel, and Full Truckload (TL) carriers.
4. Logistic and shipment creation through record level
Type: New Feature
Previous Version: Previously available only within the Outbound Logistics.
What’s New: Outbound logistics can now be created and managed directly at the record level, enabling end-to-end execution of the entire fulfillment process—including picking, packing, and shipping—all within a single, unified view.
5. Kit Grouping Visuals in Outbound Logistics
Type: New Feature
Previous Version: Previously, kit component line items were displayed identically to standard logistics lines, making them difficult to distinguish. They are now highlighted with distinct visual color-coding, allowing operators to immediately identify and differentiate kit components from standard line items at a glance.
What’s New: Added kit grouping in manual logistic creation, pick, and pack screens. Provides visuals of grouping kit line items using color coding.
6. Logistics Validation for Complete Kit Line Items
Type: New Feature
Previous Version: NA
What’s New: Added validation for manual and auto logistic creation. If a kit is missing required lines, logistic creation is blocked if ‘pack all’ is true. If false, partial logistics can be created.
7. Configurable Kit Products Logistics Creation
Type: Enhancement
Previous Version: Previously, logistics creation for configurable products was restricted strictly to items flagged as manufacturable.
What’s New: Allows logistics creation for non-manufacturable configurable products, treating them as configurable kit products with ‘pack all’ validation to prevent shipping incomplete configurations.
8. Shipment Tracker Dashboard
Type: New Feature
Previous Version: NA
What’s New: This update introduces a central dashboard to monitor active shipments in real time across six key stages—Initiated, Picked Up, In Transit, Out for Delivery, Delivered, and Cancelled. Beyond providing end-to-end status visibility, the feature includes automated customer notifications triggered at key lifecycle transitions, alongside overnight scheduled batch runs that regularly update and synchronize carrier tracking data.
9. RMA Return Process for Kit & Configurable Kit Products
Type: New Feature
Previous Version: NA
What’s New: This feature manages the Return Merchandise Authorization (RMA) process for standard and configurable kit products by automatically calculating and populating individual return prices for each kit component based on the original sold prices of its Bill of Materials (BOM) lines. By mapping component returns directly to historical sales data, the system ensures accurate financial credit calculations and precise inventory valuation without requiring manual price adjustments.
