Changelog

We've added third party billing support for UPS and FedEx shipments via Shippo. You can now save customer shipping account information and automatically apply it when shipping to or on behalf of customers who have their own carrier accounts.

We've improved the Shippo label creation experience with several key updates:

• Display email and phone number for both Sender and Recipient
• Automatically populate sender information when using Brand Profiles
• Stop auto-filling Company information for recipients when using Brand Profiles
• Enforce 12 package maximum limit per Shippo's multi-package shipment restrictions
• Fix automatic weight calculation button
• Fix automatic insured amount button

Added receiver contact information display to shipment details view.

You can now see full brand contact details by hovering over the Brand Profile in the Shipment Details dialog.

The Shipment Detail Dialog now stays open after saving edits, allowing users to continue creating packages or performing other actions without having to reopen the dialog.

Resolved an issue where viewing deleted or inaccessible Sales Orders would display a loading spinner indefinitely instead of redirecting to the dashboard.

Creating Shippo labels and external shipping labels no longer incorrectly requires sales order create/update permissions.

Service permissions now support granular view and edit controls, enabling businesses to hide pricing details from production staff while allowing them to work with services.

When an invoice was deleted in one browser tab, other open tabs viewing the same sales order would continue showing the deleted invoice until manually refreshed.

Fixed an issue where adding, editing, or removing Apps would incorrectly show error dialogs or concurrent edit warnings. Also resolved a bug where adding Apps could sometimes cause the page to crash

Fixed an issue where the Activity Feed displayed "Artwork Approval" notifications when customers approved Order Approval Requests.

We've removed the quantity stepper buttons to prevent accidental clicks when adding or editing line items. You can still enter quantities directly by typing into the field.

Changed:

• Create Page: Automatically regenerates PO ID before saving if you haven't modified the auto-generated ID
• Create Page: Added duplicate detection with confirmation dialog when manually changing PO ID to an existing one
• Edit Page: Improved duplicate detection to properly identify existing duplicates when opening a Purchase Order
• Detail Page: Added warning icon indicator when duplicate PO IDs are detected

Fixed:

• Issue where multiple users creating Purchase Orders at the same time could accidentally get the same ID number
• Duplicate detection not checking immediately when opening the Edit page

Fixed an issue where deleted Sales Orders were still accessible via direct links. Deleted orders now properly redirect to the home page. To view a deleted order, restore it first from your deleted items.

We've added a new locking mechanism for customer and vendor records in QuickBooks Online. This feature allows you to preserve manual edits by preventing our synchronization process from overriding your changes. Lock any record to maintain full control over contact details, payment terms, and other critical information you've customized in QuickBooks.

Resolved an issue preventing external QR code scanners from reading QR codes embedded in PDF documents.

Fixed an issue where the "Add Previous Job" feature could cause the sales order create page to crash.

Fixed an issue where the service edit page would fail to load when accessed directly.

We’ve added powerful new search features to make it easier than ever to connect and automate your workflows. You can now search and retrieve records directly by ID across multiple objects, giving you faster and more precise lookups in your Zaps.

New Searches Available:

• 🔍 Sales Order / Quote by ID (combined in one search)
• 🔍 Job by ID
• 🔍 Shipment by ID
• 🔍 Invoice by ID
• 🔍 Task by ID
• 🔍 Purchase Order by ID
• 🔍 Vendor by ID

With these new searches, you can now pull the exact record you need into your automations without extra filtering — saving time and ensuring accurate results.

We've added a new functionality that allows you to edit the pricing at one go including specifying custom markups / margin either on the entire order level or per job level.

We've updated the dashboard page to match our new design.

With the notification panel redesign, we added the option to toggle between unread notifications and all notifications. However, we set the default to "All Notification" which caused some confusion with our users. We've now changed the default to "Unread Notifications".