Changelog

Creating a purchase order from sales orders now follows a guided setup flow. When you create a PO from one or more sales orders, the page walks you through warehouse verification, data loading with per-order progress tracking, and configuration options (mark needs ordering, include customer-supplied items, quantity source) before building the item list. The new flow handles large orders more reliably by processing data in the background and provides clear status for each sales order as it loads, including the ability to retry failed orders or continue without them.

• Step-by-step setup panel replaces the previous dialog-based configuration
• Per-order loading progress with retry capability for individual failed orders
• Background computation for large datasets avoids page freezes
• Multi-color product swatches now display as color wheel icons when products have multiple colors

Removed the blocking dialogs that prevented users from proceeding with needs ordering, stock adjustments, and stock transfers when inventory was negative. You can now complete these workflows without being blocked by negative stock levels.

Custom PDF templates now handle syntax errors more gracefully. Instead of failing the entire document, the system normalizes common template syntax issues and provides clear error markers in the output so you can identify and fix problems in your templates without losing the rest of the document.

Search results now better handle apostrophes and special characters in names (e.g., searching "ONeill" now correctly matches "O'Neill"), and results are ranked more consistently — exact matches appear first, followed by prefix matches, then partial matches. Product search now uses a unified relevance model across both your own products and supplier catalog items.

• Global search now uses fulltext indexing for faster, more accurate results across orders, invoices, quotes, jobs, shipments, vendors, and purchase orders
• Customer search handles apostrophe variations automatically
• Product search relevance tiers are now consistent between custom products and catalog items
• Quotes are now included in global search results

Fixed an issue where exporting PDFs for orders, jobs, or shipments could fail with an error when certain line items had missing or zero values (such as deleted products or empty quantities). Documents now generate successfully even when some data is incomplete.

Fixed an issue where invoice exports and pricing calculations could fail if a job linked to an order item was deleted. The system now handles missing jobs gracefully using fallback values.

Fixed an issue where real-time inventory data retrieved from cache could cause an error, requiring a fresh fetch from the supplier API. Cached inventory data now loads correctly on subsequent requests.

Fixed an issue where the SanMar Canada bulk data import was failing due to an incorrect API endpoint configuration. Catalog imports for SanMar Canada products now complete successfully.

Temporarily disabled real-time pricing for Augusta Sportswear Canada products. The supplier's Canadian API was returning prices in USD instead of CAD, which could lead to incorrect pricing on purchase orders and quotes. Local pricing from catalog imports continues to work correctly. The minimum file size threshold for Augusta Canada catalog imports has also been lowered to accommodate smaller data files.

You can now edit the purchase order number (PO #) after a purchase order has been created. Previously, custom PO numbers could only be set during creation.

Fixed an issue where email notifications for CSV import status updates (success or failure) could fail to send. Import notifications are now delivered reliably.

Global search across customers, orders, invoices, jobs, and other entities is now case-insensitive and handles apostrophes correctly (e.g., searching "ameekas" now finds "Ameeka's Print Shop"). Product catalog searches for numeric style numbers now show exact matches first, with close variants ranked below.

You can now filter product search results by type when adding products to a Sales Order. A new "Product Type" dropdown lets you narrow results to Custom Simple, Custom Variant, or specific catalog providers like SanMar, S&S Activewear, and AlphaBroder.

Several Purchase Order improvements:

• Custom product and fee item names can now be renamed when editing a Purchase Order
• The PO number can now be edited on existing Purchase Orders
• The receiving quantity field now responds immediately to input changes
• Improved loading feedback and error handling when creating POs from Sales Orders

Fixed an issue where jobs created from preset templates used the order's issue date instead of the production start date, causing tasks to be scheduled from the wrong date.

The Approvals list now correctly displays the associated order name and customer name for each approval entry.

Users with Purchase Order editing permissions can now receive stock against Purchase Orders without needing the broader "Manage Stock" permission.

Fixed an issue where products without brand or style information displayed the text "undefined" or "null" in the Needs Ordering page product list.

The shipping estimates workflow received several improvements:

• Estimate list dialog updated for visual consistency with the rest of the application
• Rate comparison in confirmation dialogs now shows side-by-side cards with carrier logos instead of inline text
• Delete label confirmation dialog now consistently shows full package details for all label types
• Fixed an issue where creating a label from an estimate with "keep current price" failed to link the cost line item to the package
• Shipment data now refreshes automatically after editing items or managing packages

Fixed an issue where the "Loading..." overlay on list pages (orders, customers, etc.) could get stuck on screen even after data had finished loading, requiring a page refresh to clear.