Stay up to date with the latest improvements and updates to YoPrint
Stay up to date with the latest improvements and updates to YoPrint
The All Customer export in Reports > Download Center now brings the assigned users with it. You no longer have to open customers one at a time to find out who owns an account before you hand the list to a salesperson.
The names sit in a new assigned_users column. A customer with several assigned users gets all of their names separated by commas, and the cell is empty when nobody is assigned.
Saving a design in Mockup Creator could stop with an error when you saved immediately after adding a catalog product or its 3D model. It happened now and then rather than every time, so a save could fail on a design that had saved without trouble a minute earlier. Those saves now go through on the first attempt.
Production Control now has a date range and a Timeline scale button above the schedule. Pick the dates you want to look at, then decide how much of that time fits on the screen:
Each one adjusts the view once and then leaves it alone, so after you change the dates, choose the scale you want again.
After you open a sales order preview and choose Quick Actions > Create Purchase Order, the purchase order setup page no longer stops responding. You can choose the destination and continue setting up the purchase order.
The Payment Report and the All Payments Report download now include recorded payments and refunds linked to quotes as well as sales orders. The Tax Report remains sales-order-specific.
Quote shipment details and PDF links now open the expected documents, including custom PDFs enabled for the Customer Portal. Quotes without shipments no longer show an unusable All Packing Slips link.
Invoice PDFs linked to quotes now download correctly, whether you open one invoice, use a compact version, combine all invoices, or export selected invoices.
When a sales order becomes a quote, its historical manual purchase-order links remain visible in the Purchase Orders card and Related Links field.
Before you convert a Sales Order to a Quote, YoPrint now explains what happens to inventory, manual and automatic purchase-order links, billing history, and, when needed, queued QuickBooks reconciliation.
Activity and Sales Order history now show the latest active name when available or the saved historical name, and activity without an actor uses a generic avatar.
Former assigned users remain visible in Production Control and Job details after they leave the team.
Auto Invoice now rejects a 100% margin and values with more than six meaningful decimal places before saving.
Job-approval webhooks now preserve the artwork order captured for that approval.
Invoice PDFs and CSV exports now use the current payment total, including when an invoice has more than one payment.
Purchase Order receipt updates now recompute the parent order status without failing.
If releasing inventory or undoing a Purchase Order receipt fails, the complete receipt now rolls back instead of reporting partial success.
Purchase Order reports now keep Sales Order and Customer details matched to the linked order.
Create Job from Preset now labels the name column correctly and wraps long preset names so you can read them without horizontal scrolling.
Invoice and order documents now include their payments, taxes, jobs, and shipment-linked items when those details are present.
PDF and Purchase Order links now follow the matching Sales Order or Quote after an order changes type.
When an order type cannot be identified, global search no longer opens it as a Sales Order.
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