Sales (Order Management Module)

Welcome to the official Sales release hub, detailing all past, current, and upcoming updates for our order processing and sales management modules. Explore the versions below for complete breakdowns of new workflow optimizations, transaction enhancements, and feature updates designed to streamline order creation and boost sales efficiency.

Release 1.0
Release Date: February 28, 2026
Package Name: Base Package
Version: Base@2.282.0-1

1. Optimized Subscription Management Workflow
Type: Enhancement
Previous Version: Subscriptions automatically defaulted to a one-month duration.
What’s New: Subscriptions are now driven directly on the ePOS(point of sale) screen by the item’s Unit of Measure (UOM), supporting flexible billing cycles including Monthly, Quarterly, and Yearly.

2. Logistic and shipment for the Sales Orders 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 Sale Order fulfillment process—including picking, packing, and shipping—all within a single, unified view.

3. Sales Order Process – Kit Grouping Visuals in Outbound Logistics
Type: New Feature
Previous Version: Previously, Within the Sales Order process, kit component line items appeared identical to standard logistics lines, making them difficult to distinguish during outbound operations.
What’s New: Kit grouping visuals are now available in the Manual Logistic Creation, Pick, and Pack screens as part of the Sales Order process. Kit component line items are highlighted with distinct color-coding, allowing operators to instantly identify and differentiate them from standard line items.

4. 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.

Release 2.0
Release Date: July 29, 2026
Package Name: Base Package
Version: Base@2.364.0.2

1. Sales Order Process – Subscription – Dynamic Subscription Calculation
Type: Enhancement
Previous Version: Previously, the system supported only predefined Monthly and Yearly subscription plans. Custom subscription periods and additional days were not dynamically calculated.
What’s New: Enhanced the Subscription Calculation functionality to support flexible subscription periods. In addition to Monthly and Yearly subscriptions, the system now dynamically calculates custom subscription durations, including additional/extra days, ensuring the subscription amount is accurately calculated based on the actual duration.

2. Streamlined Order Creation from Account Record
Type: Enhancement
Previous Version: Creating an order required users to leave the Account record page and navigate through external screens or separate conversion modules—such as EPOS screens, “Convert to Order” flows, or standard New buttons. This multi-screen process interrupted the user’s workflow, created context loss, and increased the risk of linking orders to incorrect account records or losing account-level context during data entry.
What’s New: Users can now initiate and complete order creation directly from the Account record page. A streamlined order interface pre-populates key account, contact, and address information while allowing users to adjust contact and address details as needed. Orders can then be finalized on the same screen by adding the required order line items without navigating away.

3. Kit Product Setup Quick Action
Type: Enhancement
Previous Version: Earlier done through standard record creation.
What’s New: Kit setups were managed through standard record creation, requiring manual multi-step entry across separate screens.

4. EPOS: AI Order Profitability Insights
Type: New Feature
Previous Version: NA.
What’s New: In EPOS, after adding products, analyzes profitability of the selected product based on recent trends or standard price via cost card, considering entered unit price and discount.

5. EPOS: AI Order Historical Selling Price Analysis
Type: New Feature
Previous Version: NA.
What’s New: Analyzes historical selling prices for single or all selected products based on the current FY, previous FY, or a Custom Year.

6. EPOS: AI Order Fulfillment Intelligence
Type: New Feature
Previous Version: NA.
What’s New: Provides AI fulfillment intelligence for selected items. Suggests actions (receive/transfer stocks, new POs/MOs) to fulfill shortages within expected dates or suggests new dates.