Release Updates

RELEASE UPDATES – April 10, 2024

Improvements

We have improved the stability of the Receive page
We updated the Pdf on the Recurring Order page
We have added additional shipping notifications for carriers
We have updated the Budget Report
Labels have been upgraded to display Manufacturer, Re-Order Method, Storage Shelf, and Bin
Additional modifications have been completed to improve the user interface and stability in the platform

New Features

We have added a Hide Pricing feature that hides pricing all vendors except the vendor they work for. This will affect any sales reps with approved login credentials to specific companies
We have release Mobile scanning option to take inventory count, issue stock, and limited product edit capability
We have added Avery label printing option for Avery 58160 labels

RELEASE UPDATES – February 27, 2024

Improvements

We have added a setting at the Company level to require approval for non-formulary products on carts
We have done some additional work on Global Vendors and cascading updates to all companies
We have added a Receiving Checklist Pdf to order in a Receive and Reconcile status
We have added a Preferred Status and tag to products
Additional modifications have been completed to improve the user interface and stability in the platform

New Features

Amazon Business connection has been released
We have added options to Budgets for Split-Month, Quarterly, and Yearly in addition to existing Monthly budget options

RELEASE UPDATES – December 13, 2023

Improvements

We have updated functionality on the Patterson Dental connection
We have resolved an issue with products requiring approval not adding to a cart
Corporate Catalog/Specification issue has been resolved
We have updated the Purchase History Report
We have added additional filters to the Issue Products page
We have resolved issues around Products Pending Approval
Archived OnHand Reports is now reactivated
We have added the Alternative SKU to the search option for the OnHand Report
Additional modifications have been completed to improve the user interface and stability in the platform

New Features

We have started to transition UOM to the product vendor
Medline Industries and Benco Dental integrations have been completed and specific practices have gone live.

RELEASE UPDATES – November 2, 2023

Improvements

We have resolved an issue with ODP Invoice updates
We have addressed an issue with the vendor filter on Order Forms
We have resolved an issue with Recurring Orders duplicating
We address Cart Approval emails
We have addressed an issue of users get kicked out when choosing Order Method: Web Site
We have resolved a Punch-Out issue with Staples
Additional modifications have been completed to improve the user interface and stability in the platform

New Features

We have started to transition UOM to the product vendor
We have added Product Variants for an API project

RELEASE UPDATES – October 4, 2023

Improvements

We have resolved an issue adding products to a cart from Order Forms, and Order History pages
Additional modifications have been completed to improve the user interface and stability in the platform

RELEASE UPDATES – September 21, 2023

Improvements

We have resolved issues on the Order Activity Report
We have addressed filters on the SubCategory filter
On the Requested Products Report we have added the value
Additional modifications have been completed to improve the user interface and stability in the platform

RELEASE UPDATES – August 31, 2023

Improvements

We have added a Budget assignment option of None to products
We have hidden Inactive Ledgers on the setup page
We have added additional details to the Non-Inventory Report
Additional modifications have been completed to improve the user interface and stability in the platform

RELEASE UPDATES – August 10, 2023

Improvements

We have resolved an issue with Ship-to address display on orders
We have added the company phone number to Order Pdf.
We have now made Reporting Group updates cascade on groups
We have resolved an issue on user permissions to Auto Issue products
We have addressed a jumping issue when Receive All is used
We have resolved an issue on Inventory Count pages past page one
Additional modifications have been completed to improve the user interface and stability in the platform

New Features

We have created a new Un-Received Products Report

RELEASE UPDATES – July 13, 2023

Improvements

We have updated our Search to better work with partial search with filters activated
We have made updates to the Punch-Out Review page
We have added Expiry Dates less than 30 days to the Priority Widget and now have an email notification
We have made updates to the Tracked Products Report
We have added an addition Quick Search option to many pages
Additional modifications have been completed to improve the user interface and stability in the platform

New Features

We now offer the ability to Move Products from one cart to another through Mass Update.
We have a new tab on the Request/Issue Products page labeled My History. This will list all products issue for the logged in user.

RELEASE UPDATES – June21 2023

Improvements

We have made color changes to Tags on My Catalog
We addressed an issue with email order submissions. We identified the issue and have made modification to trigger notifications for future failures
We have updated the return page from Punch-Out to reflect the correct vendor
We have addressed an issue with the Product Profile page being slow to load
We addressed an issue with Budget strings wrapping on Carts
We have added the practice name to the Tracked Products Report from the corporate level
We have added an “Info” icon on the Reports page that will take you to our Knowledgebase for an overview of each report
We resolved an issue with specific labels not scanning
Additional modifications have been completed to improve the user interface and stability in the platform

New Features

We have added an automated email that will be delivered to a New Vendor when the Order Method is set to {Email}. This email will introduce the Vendor and the Sales Rep to Clixon to help them understand the order submission flow.

RELEASE UPDATES – May31 2023

Improvements

We have made an update to the SubCategory Report to expand and hide better
We have made additional tweaks to the search on My Catalog
We added a practice drop-down option to the Spend Widget at the Corporate level
Additional modifications have been completed to improve the user interface and stability in the platform

New Features

We have completed a Minimum Order requirement feature. This is accessed from your Vendor profile page and prompts display on the Cart and Order pages

RELEASE UPDATES – May17 2023

Improvements

We have made adjustments to the SubCategory Report
We have made some adjustments to the way Recurring Orders display.
We have added a link to the corresponding reports from New Product Request and Product Requiring Approval pages
We have added the ability to Search by Case Number on the Issue Products Report
We have added additional functionality to the Received Products Report
We have addressed a page change issue on the New Product Request Report
We have added Punch-Out logos to the New Product Request page
We have added searchability for Alt. SKU to the Inventory Count page
We have addressed a display issue on a Cart for products where In-Office and Resale apply.
We have addressed an issue on The List View in My Catalog with the API Price Check updates
We have made some update to the New Product Request Report around Corporate Level Approvals
Additional modifications have been completed to improve the user interface and stability in the platform

New Features

We have completed a new dashboard widget “Order Activity”

RELEASE UPDATES – Apr.26 2023

Improvements

We have made minor adjustments to the Issued Products Report
We have updated the UOM based on API response
We have increased character limits on many URL’s available
We have added {X} on tag filter to clear results
We have updated the Audit tab on Closed/Canceled Carts
Discontinued products now display on the Request Issue page
We have addressed an issue with the Search function on the Request and Dashboard page
Additional modifications have been completed to improve the user interface and stability in the platform

New Features

We have completed an integration with Henry Schein Zahn Tooth ordering.

RELEASE UPDATES – Mar.21 2023

Improvements

We have made some minor labeling changes to Returns.
We have made a label change on the scan results to Issue Products.
We have added additional filtering and download option to the Recommended page.
We have completed adjustments to the Quantity Evaluation Report.
We have addressed an issue with Staple API to add images to Corporate and GPO levels.
We have made additional adjustments to the Search results.
We have made adjustment to our Log In page to accommodate for invalid username or password.
We have made minor adjustments to the Purchase History Report.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have reworked all prompts related to Patterson Dental connectivity. Please note connections now will be required to have a current connection to be able to submit orders.

RELEASE UPDATES - Feb.16 2023

Improvements

We have addressed an issue on the Comments on Orders.
We have addressed an issue with an Image display.
We have addressed an issue with Promo Codes displaying on the PDF Order.
We have updated Shipping Codes to map and display additional shipping carriers.
We have added columns to Purchase History Report.
We have address an issue with the Category filter on the Recommended page.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have added a new section to a Product labeled: Details & Specifications.
The following fields are now available and Vendor specific.
Unit of Measure {Drop-Down Options}
Product Details {Text Fields}
Product Specifications {Text Fields}
Brochure {URL}
Image {URL}
Instructions for Use {URL}
MSDS {URL}
We have added new fields to Product Create process also.
We have added the ability to set a Vendor Delivery Date option.

RELEASE UPDATES - Jan.31 2023

Improvements

We have added a Single SignOn Ref. field to the budget export.
We have added Denial Comments to the body of email notifications.
We have added an Internal Catalog Tag to Product Cards.
We have corrected the calculation on Ext. Cost after price lookup.
We have updated our new logo.
Order Name is now included on cXML orders to McKesson.
Correct default sort on order forms to alphabetical.
We have added a filter to My Catalog to filter Tags.
API Price check now updated UOM on products.
We have corrected an issue on the Formulary Suggestion setting.
We have added a Tracked filter to the Inventory Count page.
We have made minor adjustments to the Auto-Split process.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have added a Delete/Cancel option to Open & Pending ApprovalCarts.

RELEASE UPDATES - Jan.18 2023

Improvements

We have resolved an issue with the Issue Now option on product requests.
We have resolved an issue with Save on the Product Profile page.
We have address build time on the Budget Report.
We have made improvements to Full and Partial Cart Approvals
Additional modifications have been completed to improve the user interface and stability in the platform.

Integration

We have added punch-out to our existing AirGas integration.

RELEASE UPDATES - Jan.4 2023

Improvements

We have added a confirmation to adding products from Punch-Out.
We have added a Save to Comments for Carts.
We have made additional tweaks to the Search on various pages.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have added a new Products Requested Report.

Integration

We have made additional improvements to our existing McKesson integration.

RELEASE UPDATES - Nov.15 2022

Improvements

We corrected a date/time stamp issue on Carts.
We have made an adjustment to update the Package Size on a product based on an API return from Integrated Vendors..
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have added the ability to import products to Request/Issue forms.
We have added a chart to the Expense Allocation Report for a more visual effect on the data results.

Integration

We have completed a project with ODP Business Solutions (Office Depot). This is a full integration with API price and stock level returns, punch-out for new products, cXML order submission, invoice and shipping detail returns.

RELEASE UPDATES - Oct.26 2022

Improvements

We have added Alias and Ext Description to the search criteria to Request/Issue forms.
We have added Units Per Container and ReOrder Method data to Request/Issue forms.
We have addressed an issue with the Create New option on My Catalog and Corporate Catalog forms.
We have added additional Package Size options on the Product Edit page.
Product labels from the corporate level now print the BarCode based on the Vendor SKU. This will allow corporate users to print labels and send to practices.
We have closed a loophole and no longer allow inactive products from corporate catalogs to be searched.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have completed a project allowing users to Submit Orders without reviewing the order. We have left the option to Review if you would prefer.
We have added a new widget “Quarterly Spend” on the dashboard. “Go to Report” option on the widget takes you to the Total Spend Report pre filtered.
We have added a chart to the Total Spend Report for a more visual effect on the data results.

Integration

We have completed a project with AirGas to electronically submit orders via cXML.

RELEASE UPDATES - Oct. 12 2022

Improvements

We have added Tracking and Units Per Container to the Corporate Catalog and allowed for setting to cascade to practices.
We have made an update to Package Size options in the drop-down to offer additional options.
We have corrected an issue with Alis field display on Request/Issue forms.
We have corrected an issue on the Issue Products page.
We have added a “Back to Top” floating image on all pages.
We have added Un-Acknowledged Orders to the Priority Widget on the Dashboard.
We have added the Cart-Requested User to Order Submitted emails.
We have added the Practice Name to each line on the OnHand Report at the corporate level.
We have added an Allocation string to product cards.
Additional modifications have been completed to improve the user interface and stability in the platform.

RELEASE UPDATES - Sep.20 2022

Improvements

We adjusted the size of the left check boxes on the Issued Products page.
We have made an update to dashboard widget OnHand.
We have added totals at the top of the page on Expense Allocations Report.
We have made an adjustment to Issue Forms.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have added a new API price check for Staples. This will update pricing and stock levels so you will no longer be required to punch-out for products that exist in your catalog.
We have added Tags to our product cards to help identify settings on products.

Integration

We have completed an integration with AirGas to electronically submit orders and receive invoice details.
We have completed an integration with McKesson Medical for API price check, electronically submit orders and receive invoice details.

RELEASE UPDATES - Aug. 9 2022

Improvements

Our background and left menu colors have changed.
We have made an update to not allow a minimum value greater than the maximum value on ReOrder Methods.
We have corrected the time stamp on carts to match the company timezone setting.
We have added summary results to our Expense Allocations Report.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have added “Tags” to our product cards to help you more easily see setting applied to products.
We have completed further integration with Staples to allow for Price and Availability checks.

RELEASE UPDATES - Aug. 9 2022

Improvements

On Auto Close we now consider Back Orders based on the create date of the backorder.
We have extended the character length to 50 on the Product Denial comment.
We have made adjustments to the Locations feature on QuickBooks Online feature.
We have added the Add to Order Form icon to products on Order Forms.
We have corrected a date range issue on the Total Spend Report.
We have corrected a display issue on the New Product Request for requested user and approver.
We have added the ability to set ReOrder Methods from the corporate level, settings cascade to all practices in the group.
We have added Product Specifications and MSDS to products on the New Product Request list.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have added the ability to set a product as Resale or In-Office & Resale. If you have multiple accounts with a vendor and some products are resale this offers the ability to report on those products.

Integration

We have added BayLabs to our Global Catalogs offering.
Integrated vendor price checks no longer cascade within a group. They are now specific to a practice.
Product Specifications are now available for all Patterson Dental products.
We are now offering the option to disable the requirement to punch-out to Staples.

RELEASE UPDATES - July 20 2022

Improvements

We have corrected an access link to edit products from the Issue page.
We corrected an issue with accessing tabs on the Reconcile page.
We have made updates to Order Form pages.
We have corrected an error when creating a New Issue Form.
We are now displaying the Alis field if populated on Pick-Lists.
We have added the option to set products on the New Product Requests to formulary Yes/No.
Order Name is now searchable on the Order History page.
We have corrected an error with the Sage export.
Carts over-budget now displays the Budget name on the email notification.
We have made some minor tweaks to the Order Method display on orders.
Additional modifications have been completed to improve the user interface and stability in the platform.

RELEASE UPDATES - June 20 2022

Improvements

We have made some adjustments to our formulary alternative feature.
We have made adjustments to product approval notifications to be more clear. Look for more changes in our notifications.
We have added MSDS links to additional places throughout the platform on product displays.
We made adjustments to the Search field on Request/Issue Product page to no longer display Inactive products.
We have added the ability to export a list of New Product Requests.
We made adjustments to Product Require approval from Order Forms page.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We are continuing to make changes to our left menu to help with the flow and ease of use.
We have added a notification for SingleSignOn new users.

RELEASE UPDATES - June 1 2022

Improvements

We have adjusted our price check to only display single unit of measure pricing where multiple options exist. This issue only existed for users accessing Henry Schein Medical catalog.
We are now displaying Invoiced Qty. on the Received page for orders with Integrated Vendors. Back Orders will be auto generated for lines with outstanding quantities.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have released our integration to Midway Dental. As we have done with our other partners we are now hosting a complete Midway catalog, auto price checks, electronic order submission, electronic invoice and shipping details will be added to all orders.
We have completed further integration with Henry Schein to receive invoice details on invoices created without a Clixon order existing. This covers incidental orders, service, equipment, etc.
We have added an acceptance to our current Terms of Service.

RELEASE UPDATES - May 24 2022

Improvements

We are now displaying Availability for products pending approval from Partner Vendors.
We have made some minor adjustments to exporting options for QuickBooks Online.
We have made adjustments to order emails being sent.
Users can now Cancel a product that has been requested for approval.
We have worked on our connection to Staples to further stabilize this process.
We have corrected the default sort on Order Forms to alpha order.
We have addressed an issue with the Ship-to name on the Order Pdf.
We have corrected a search error on Request Forms.
We have limited the Request By drop-down on Request Products and request Forms to active users only.
We have adjusted the punch-out process for Staple to force users to punch-out.
Issuing products now display inactive products with a positive on-hand value.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have added a New Product Request Report located on the Reports page in the Purchasing section.
Our new Requires Approval option is now available.
We have added a new permission to approve products requiring approval to be ordered.
We have added Terms of Service updates to display for acceptance.
We have updated our left menu to simplify page access.

RELEASE UPDATES - Apr.19, 2022

Improvements

We have limited the price edit on orders Pending Receipt to the unit price.
We have addressed a display update on the Issue Product screen to refresh the OnHand value.
We have made an adjustment to display the global vendor description based on the selected vendor.
We have made some subtle improvement to our Staples punch-out.
We have added the Issued By user with date/time a product was Issued from Stock.
We are now allowing Inactive products to be Requested/Issued from stock if the product has a positive OnHand value.
We corrected an error on the Request Form page.
We have added a hyperlink to the “Your Invoice is Attached” message on orders in Pending Receipt status.
We have removed the Add to Cart option on Requested Products where the user role is Material Request Only.
We have add the option for Shipping Label Notes specific to Patterson Dental orders submitted electronically.
Additional modifications have been completed to improve the user interface and stability in the platform.

New Features

We have added archived OnHand Reports in a PDF format for the previous 6 months. Reports will be generated at 12:01am on the first date of each month.
We have added a new feature “Product Requires Approval” this will allow users to set a product to require approval each time the products goes onto a cart.
We have made significant improvements to the Request Products page allowing users to change the Issue Department and the Requested User on the fly.

RELEASE UPDATES - Mar.10, 2022

Improvements

We addressed a few UI changes from the previous release.
We made some minor tweaks to our search results.
Additional modifications have been completed to improve the user interface and stability.

RELEASE UPDATES - Mar.1, 2022

Improvements

We have begun the process of updating the (UI) User Interface, you will notice these changes over the next several releases.
We have addressed a sort issue on My Catalog/List View.
At this time we have removed the drop-down from the search bar displaying potential Mfr., Category/Sub-Category matches.
We have updated the Bill-to name on the Order Pdf.
We have corrected a refresh delay on the price check display for integrated vendor products.
We have added a new column to the Itemized Spend Report displaying the Ledger assignment.
We have updated the Category column on the Total Spend Report.
We have corrected an error on Recurring Orders, they no longer Auto Submit.
Based on permissions price and qty. can no longer be adjusted on Orders Pending Submission.
We have added a Vendor column to the Issued Products Report
Additional modifications have been completed to improve the user interface and stability.

New Features

We have added a confirmation popup when Submitting Orders to help users verify the customer number and delivery address.
We have added a “Notes” option when Restocking a product.
We have added a Settings option to “not add new products” to a corporate catalog.
We have added a download/upload option to Vendor information for those using Corporate level vendor access.

RELEASE UPDATES - Jan. 20, 2022

Improvements

We have modified the date formatting on Outstanding Orders.
We have added “High/Low” “Low/High” sort button to Formulary Suggestions popup screen.
We have made minor adjustments to Partial Approvers when multiple level approvals are in place.
Adjustments to the Activity widget to ensure dates are accurately displaying.
Additional modifications have been completed to improve the user interface and stability.

RELEASE UPDATES - Dec. 20, 2021

Improvements

We have repaired a date range issue on the Inventory Count Audit Report.
We have corrected an issue with the Administrator User Role not displaying the Allocations section on the Setup page.
We have corrected an issue with the multi vendor popup on My Catalog.
We have addressed a Non-inventory setting from Batch Edit.
We have added an export option to the Order History page.
We have added the status Requested to the Transaction page.
We have removed Catalog and Savings prices based on multiple requests from users.
ReStocking a product no longer puts the product back on the Requested page, it now simply removes the request.
Additional modifications have been completed to improve the user interface and stability.

New Features

We have added a Substitute Product option for products where Product Status exists from a Partner Vendor. Please contact us for details on this feature if you are interested.
We have added additional functionality to our existing Formulary Suggestions feature.
We have added the ability to change the Order Date on orders.

RELEASE UPDATES - Nov.11, 2021

Improvements

Non-Inventory product functionality now exists at the corporate level.
We have re-designed the look of the left menu to better organize available options and increase the font size.
We have made some labeling changes to menus when user permission allows for Auto Issuing products from stock.
Restocking a product now clears the restocked value rather than setting the value back to requested.
For users who can Auto Issue product we have re-designed the flow when working with Tracked product.
We have add the Create Date on a product profile and the product export.
We have corrected an issue with product vendor inactivations, this now inactivates only the designated vendor.
We are now displaying on a product the Qty. in a cart in addition to the Cart number the product is on.
We have removed pages from the Material Request page to allow for better use of the Pick-List feature.
Additional modifications have been completed to improve the user interface and stability.

New Features

We have added a Budget Import process from the Corporate level.
We have added the ability to customize the name of Corporate or GPO catalog.

Integration

We have completed a full integration with QuickBooks Online.

RELEASE UPDATES - Sep. 27, 2021

Improvements

We have resolved an issue with updated images displaying on Requested or Issued products.
We have added a new Received Products Report.
We have added Manufacturer and Unit of Measure to the Total Spend Report.
We have adjusted the Batch Scan that uploads to Carts to no longer allow inactive products on a cart.
We have the ability to add a URL to the company setting page for customer New Product Requests forms.
We have added an Issue Department drop-down on the Request or Issue Products pages.
In addition we have added a default Issue Department to Request Forms.
We have resolved an issue with adding products to a Cart from the Material Request page.
Order Number has been added to the results on the Transaction tase in the Edit Profile page.
Additional modifications have been completed to improve the user interface and stability.

RELEASE UPDATES - Sep. 2, 2021

Improvements

We have added a connection option for Patterson Dental when the company connection token expires. This will appear every 60 days based on Patterson Dental security concerns.
Product profile comments now display on the Order Pdf.
We have added the ability to add a product to a Cart from the Material Request page.
Additional modifications have been completed to improve the user interface and stability.

RELEASE UPDATES - Aug 6, 2021

Improvements

We have adjusted email notifications on orders submitted to not email when order method is set to phone.
All new products created will now default formulary to Yes.
We have added scanning options for the Opticon OPT-2004 batch scanner.
We have addressed an issue with the search bar on the Itemized Spend Report.
We have worked with Patterson Dental to complete their catalog offering further.
Declined Carts now go to a status of Inactive rather than deleting the cart.
We are now updating categories and sub-categories to match our globals to ensure search options are complete.
We have updated the download feature on Closed Returns.
We have addressed a display issue on the Pdf. from the Request Forms page.
We have updated the search bar on the Users page to search based on email address.
Additional modifications have been completed to improve the user interface and stability.

RELEASE UPDATES - June 28, 2021

Improvements

We have made adjustments to the vendor popup on My Catalog to ensure pricing updates on partner vendor products.
We have allowed for alternative customer numbers for Henry Schein orders.
We addressed and issue where Auto Issue option was not displaying on some user role permissions.
We have resolved an issue with product duplication for products coming from the GPO catalog.
We have added a “Get Connected” option to products where Patterson Dental Supply is the vendor if your practice is not connected.
We have added Cycle Count and Order Method filters as options to the My Catalog page.

RELEASE UPDATES - June 9, 2021

Improvements

We have made adjustments to allow for images to display on the Inventory Count page for mobile devices.
We have added an “Update Connection” option on products coming from Patterson Dental Supply. This allows you to update/reconnect to Patterson Dental if your connection has been lost.
We have added an additional message when Approving Products as a confirmation.
We have resolved an issue with the Pdf when exporting to accounting.
We have resolved an issue with the Tax and Shipping fields on the Reconcile page to allow for decimals.
We have addressed a jumping issue when adding products to order forms.
We have added Ledger and Cost Center filters as options to the Recommended page.
We have added Cycle Count and Order Method filters as options to the My Catalog page.
Additional modifications have been completed to improve the user interface and stability.

New Features

We have added a List View option on the My Catalog page. This view is designed to allow users to more easily manage products.
We have added a Forgot Password option to our SignIn page.

RELEASE UPDATES - May 7, 2021

Improvements

We have adjusted an on-hand display on the Inventory Count page.
We made some adjustments to Manage Order Forms permissions.
We are now allowing products with a return of Temporarily Unavailable to be ordered.
We have made adjustments to Inactive products and Product vendors. If you now make an Inactive product Active it will set all Product Vendors active at the same time.
There has been an adjustment to the Search/Scan field to allow for faster scanning.
Corrections were made to the Spend widget on the dashboard to auto show This Month spend.
Discontinued product from our Partner Vendors can no longer be ordered. Allowing this was causing inaccurate Back Order issues.
Change was made to Internal Catalogs, assignments to these catalogs is now by user.
Additional modifications have been completed to improve the user interface and stability.

RELEASE UPDATES - April 29, 2021

Improvements

We have made significant updates to various lists to increase speed and reduce clicks. You will notice many lists refresh much faster when adding products to a cart or order.
We have made adjustments to the Inventory Count page to better accommodate IOS devices. We recommend using an iPad in landscape to allow for wider display.
We have updated additional confirmation messages through the system.
We have added in “Substitute Available” display where applicable.
We have added the “Add All” option to Order Forms
We have hidden the quantity field and [+/-] option for products Discontinued and Temporarily Unavailable for integrated vendors.
We have added options to the Order History page to go to the order, etc.
We have added a message when Reconciling orders to warn users of duplicate invoice numbers.
If Tracking is disabled we now auto adjust the on-hand by removing separated lot numbers quantities.
Additional modifications have been completed to improve the user interface and stability.

New Features

We have added Internal Catalogs option to the corporate level. This will give you the ability to have multiple internal catalogs and control practice access for each catalog.

RELEASE UPDATES - April 16, 2021

Improvements

We have addressed an issue with dashboard widget regarding Products Requested.
We have made some adjustments to the Monthly Purchase Report.
We have addressed an error on the Product Pending Approval page.
We have enhanced confirmation messages on many screens to better inform you have changes you have made.
We have enhanced the alternative vendor popup to ensure we are price checking all connected vendors.
We have add the option to print a Pdf of the original order or the order at the current stage.
We have added Count Cycle to the exported worksheet from the My Catalog page.
We have updated the search bar on the My Catalog page to show results for Categories, SubCategories, Manufacturers, and Vendors. Select one to filter results. Filter again for additional results.
Additional modifications have been completed to improve the user interface and stability.

New Features

We have added Available Budget to the dashboard budget widget and the Budget Report.
We have added a “Reconcile Order” link on Outstanding Orders/Reconcile/Close list. This is designed to reduce time spent on reconciling orders.

RELEASE UPDATES - March 22, 2021

Improvements

We have made minor adjustments to the taxonomy presentation of selected filters on My Catalog page.
We have corrected an error page results on products pending approval from the priority widget.
We resolved an issue with requesting new products from the Product Request page.
We have corrected an issue with the Order Rate popup not following down the page as expected.
Additional modifications have been completed to improve the user interface and stability.

New Features

We are displaying the number issued today or requested when selecting products to issue or request from stock.

RELEASE UPDATES - March 15, 2021

Improvements

We have resolved an issue with the Exclude Cost Centers option when exporting to QuickBooks Online.
We have tightened security around adding products to an order when approval is required.
New product requests approved from material requests now set the order method as NonStocked.
We have enhanced the display of order status for outstanding orders.
Material Request page now has an Issue All option for selected products from batch options.
Auto Issue Requests permission is now available for users who can auto issue their own material requests.
We have resolved an issue with the product name display on the Pdf.
Additional modifications have been completed to improve the user interface and stability.

RELEASE UPDATES - March 2, 2021

Improvements

We have added the ability to Show/Hide filters on the My Catalog page.
Create New custom products section now requires specific formatting of vendor SKU for integrated vendors.
We have made adjustments to the export to excel process from My Catalog page.
We have adjusted the logic on the search bar from My Catalog.
We have corrected an error on the Upload Batch Scan option on Material Requests.
We have corrected an issue where the Itemized Spend report was downloading results upon date range adjustments.
Additional modifications have been completed to improve the user interface and stability.

New Features

We have completed required fields and ability to export .csv file for Sage accounting software.
We have added the ability to print to a Pdf and download to excel from the vendor list page.

RELEASE UPDATES - February 15, 2021

Improvements

We have made some adjustments to the Auto Close Orders feature.
We have limited Order Forms, Request Forms, and Closed Orders to 30 products per page, making them to load much faster.
We have made an adjustment to Order History access from the corporate level.
We have made a correction to no longer allow inactive products to be Requested to Issue from stock.
We have corrected an issue with the Reset Password not displaying for certain user roles.
We have adjusted the Pdf. on orders to display the original order qty for back ordered products.
Additional modifications have been completed to improve the user interface and stability.

New Features

We have updated Material Request Only permissions allowing users the ability to generate pick-lists.
We have added the ability to reopen Closed or Canceled orders. Exported orders cannot be reopened.

RELEASE UPDATES - January 25, 2021

Improvements

We have resolved an issue with DSO Catalog products when adding to practice and corporate level catalogs.
Additional modifications have been completed to improve the user interface and stability.
We have made an adjustment to Order Forms so when a new form is created that will display at the top of the list.
We have resolved the results display on Orders Pending Receipt.
Additional modifications have been completed to improve the user interface and stability.

New Features

We have updated our Nextgen sign-in page from the temporary to our web site sign-in.

RELEASE UPDATES - January 19, 2021

Improvements

We have made adjustments to the Order page before you submit to your vendor to better display critical information.
We have made adjustments to the My Catalog page when adding products to an existing order to limit to 30 products per page.
We have made adjustments to Order Forms at the practice level to respect current vendor display.
Minor adjustments to Budget page displays at the corporate level.
We have resolved an issue with Case Number not saving properly on Request Forms.
Additional modifications have been completed to improve the user interface and stability.

RELEASE UPDATES - January 5, 2021

Improvements

We have made adjustments to the password for QuickBooks integration to address stability when saving.
We have adjusted the character count on an order Pdf to remove wrapping.
We have removed the image increase on hover-over for catalog products.
We have made adjustments to a permission “Limit to Request forms” for users issuing products from stock.
Additional modifications have been completed to improve the user interface and stability.

New Features

We have added the ability to choose an alternative vendor from products on the My Catalog and Cart pages where applicable.
We have added the ability to filter by “Order Name” on the Total Spend and Purchase History Reports.
We have added logic for those companies not issuing products from stock to auto hide the OnHand widget on the dashboard.
We have added a display on carts and orders to alert users when product comments exist.
We have added “Order Rate” displays with hover-over to show 90 day purchase history.

RELEASE UPDATES - December 23, 2020

Improvements

We have corrected an issue with the vendor filter on the Order History page.
We have corrected an issue on the Cart batch upload to create products if they do not exist in the catalog.
We have added a Submitted By filter to the Outstanding Orders pages.
We add Cost Center options to Shipping and Tax fields on Company Settings page.
Inventory Count page we have added an OnHand filter and the ability to export to excel.
Additional modifications have been completed to improve the user interface and stability.

New Features

We have added Order Rate to the My Catalog and Cart pages. This will display an average order rate up to the past 90 days. Hover over the order rate to see previous order dates.
We have added the ability to change the vendor for this order if the product has more than one vendor associated. Press on the blue circle next to the vendor name to change the vendor.
We have added the ability to set formulary and status to the Quantity Evaluation Report.
We have added a Budget filter to the Purchase History and Total Spend reports.

RELEASE UPDATES - December 15, 2020

Improvements

We have corrected an issue with submitted orders time stamp.
We have updated the status filter on the Corporate Catalog page
We have corrected an error on the Inventory Count page.
We have corrected an error on orders being submitted electronically to Staples.
We add the “Create New” button back to the Users page.
Additional modifications have been completed to improve the user interface and stability.

New Features

We have added a new report: Formulary Analysis, this report is interactive giving users the ability to set products to formulary and change the status of products.
Recommended: We have added the ability to select products, from batch update select add to cart.

Partner Vendors:

Partner Vendor Addition: We are now live with IQ Dental Supply hosting their entire catalog, real-time pricing, electronic order submission, and electronic invoice details being returned.

RELEASE UPDATES - December 7, 2020

Improvements

We have corrected the order date on an order Pdf.
We have corrected an inconsistency in the display of shipment tracking details from integrated vendors.
We have corrected a time-stamp issue on Issued Products, products that were tracked were not getting stamped correctly.
Resolved an error issue when adding products to a new Request Form.
We have updated the search lookup on My Catalog to allow for variations of a SKU in the search criteria.
We have corrected a page load time on the Export to Accounting page some users experienced.
We have updated the user email address on the notification vendors receive for orders.
Additional modifications have been completed to improve the user interface and stability.

New Features

MSDS/SDS: We have added a hyperlink under the image on My Catalog where MSDS/SDS information is available on a product.

RELEASE UPDATES - December 1, 2020

Improvements

We have corrected a limitation on the download to excel option on reports.
We have corrected an issue where inactive products could be added to a cart. This is no longer an option.
We have corrected the display of the order email address on open order lists.
New product requests we have added the ability to add a reason for the request and declined.
Update on new product request email notifications.
Added products with negative on-hand to the priority widget on the dashboard.
Order name field is limited to 15 characters when going to an integrated vendor.
We have added cost center option to Tax and Shipping fields. You can set these field from your Settings/Company/Settings tab.
We have added a link to our Knowledge Base located in the top right menu.
We have added a close order option if you are exporting to accounting and wish to just close an order and not export.
Additional modifications have been completed to improve the user interface and stability.

New Features

Case Number: added the option to add a case number to Carts, Orders, Request forms, Request Products, and Material Request pages. These fields populated will appear on Total Spend and Issue Report by product.
Order Forms: Corporate level we have added the ability to identify specific practice(s) you wish to have corporate order forms appear. At the practice level we have added a filter to change the vendor on products where multiple vendor exist.
We have added a Formulary Alternative popup option. You can turn this on in your Settings/Company/Settings tab.

Partner Vendors:

Partner Vendor Addition: We are now live with Patterson Dental Supply hosting their entire catalog, real-time pricing, electronic order submission, and electronic invoice details being returned.
Catalog Access: We have added Henry Schein Orthodontics.