Website Updates
Enhancement: Product Group Filter and Display in Doses in Shelves
What's New:
We've added Product Group functionality to the Doses in Shelves screen to provide better inventory organization and filtering capabilities.
New Features:
Enhanced Filtering Options:
- Product Group Filter: You can now filter doses by Product Group directly on the Doses in Shelves screen
- Streamlined View: Quickly narrow down your inventory display to specific product categories
- Faster Navigation: Find the doses you need without scrolling through unrelated products
New Display Section:
- Product Group Column: Added a dedicated Product Group section/column to the Doses in Shelves display
- Clear Organization: Easily see which product group each dose belongs to at a glance
- Consistent Categorization: Product grouping now visible throughout your dose tracking workflow
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Enhancement: Purchase Order Location Editing
What's New:
Added the ability to edit Purchase Order locations before receiving, with built-in safeguards to protect your ordering process.
New Features:
Editable PO Locations:
- Edit location on Purchase Orders that haven't been received or completed yet
- Correct location mistakes without canceling and recreating orders
- Changed POs only appear when viewing that specific location's Purchase Orders
Integration Limitations:
- Purchase Orders created via Punchout or EDI cannot have locations edited once placed
- Integrated orders are automatically submitted to supplier systems
- Location changes for Punchout/EDI orders must be handled directly with the supplier
Smart Confirmation Messages:
- Warning when editing location: explains PO will return to "placed" or "approved" status and need re-approval
- Final confirmation before receiving: "Are you sure you want to receive products into [location name]? Location can't be edited once received"
- Clear yes/no options for both confirmations
Location Lock After Receiving:
- Once products are received, location cannot be changed
- Protects data integrity and prevents post-receiving confusion
- Maintains proper audit trail for completed orders
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Enhancement: Improved Expiration Date Alert Messages
What's New:
Replaced vague expiration date error messages with clear, specific alerts that tell users exactly what needs to be corrected.
New Features:
Specific Error Messages:
- New alert states: "Please enter a valid expiration date for [item name] - is not valid"
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Bug Fix: Global Catalog Search by Manufacturer Code and UPC
What's New:
Fixed search functionality in the global catalog where searching by Manufacturer Code or UPC wasn't returning results even when the codes existed in the system.
Bug Fixed:
Search Results Now Working:
- Searching by Manufacturer Code now properly returns matching products
- UPC searches now find products with those codes in the catalog
- Search function correctly identifies products even when codes are present in product details
- Eliminated issue where visible codes weren't being found by search
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Bug Fix: Bill of Materials Product Quantity Selection
The Issue:
Bill of Materials functionality was preventing users from properly assembling kits. When trying to create kits, certain products would appear in the list but wouldn't show any quantity selection options, blocking users from completing their kit assembly process.
What We Fixed:
We issued a fix for this issue. All products now properly display their quantity selection controls, so you can see your available inventory and actually choose how many units to use in each kit. The kit assembly process now works smoothly from start to finish, allowing you to create the treatment kits you need without interruption.
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