Software Updates
  • Permission Changes for Archived Documents Previously users could change ledger documents even after they were archived. To prevent accounting errors, we disabled the ability to edit documents after they have been archived. You must first "un-archive" the document by highlighting the document in the Ledger Archive and clicking the blue box with a cross through it titled "Restore Entry".

  • Improved Customer Import Import customers with a .CSV file even easier! Simply upload the .CSV file to PlantX and map the columns to the columns in your spreadsheet. If you need help importing new contacts, feel free to give us a call!

  • New Tag Labels We have added the Catalog Item UPC and renamed the Order Item UPC to "Retail UPC". The barcode will resemble a boxed gradient to give you better control over the size of the barcode.
  • Column Sorting in Inventory Most of you are familiar with the column sorting in PlantX. We have extended this to our Inventory screen as well. If there are any additional columns you would like to see, please call and let us know!

  • Sub Multiple Orders from Inventory Screen Expedite your Order process by toggling "Sub" to multiple Orders at once. Note: this will not make any substitution changes to the Order, it will simply post the line item as "Subbed".

  • Web Changes The team at PlantX have been making big changes to the look and feel of your websites! Catalog, Comparison, and some Availability pages have been redeveloped with Angular code to speed up your page and increase user engagement. If there are any additional changes you would like to make, feel free to give us a call.

  • Order Tabs Bug Members noticed the Order tabs merging with the Label Designer tabs when switching between screens. We have fixed this bug so each screen will render their own design
  • Truncated UPC Code When entering items from the Quick Entry bar of an Order, the Order Item information will now show the full UPC code.

  • Downloadable Reports Sort Order Now your customer's Downloadable Reports will sort from most recently created to older reports. Remember to check "Disclose" when printing a report so your Users can find them under their Order History.
  • Demand Reports Shortcut You can now access Demand Reports from the Orders screen. Run your Demand Reports instantly to get an accurate look at your Orders.

  • Java 8 Required PlantX now runs on Java 8. A popup will display if your Java program is currently below version 8. We recommend upgrading to Java 8 for security reasons, you can do so here.
  • Hidden Locations We have hidden locations from all views when you hide a location from Action | Maintain | Locations. Before, we showed all locations, hidden or not, for historical reference. Now, you must first "un-hide" a location to select hidden locations from a drop down.

  • Hidden Sales Reps We have hidden Sales Reps from all views when you hide a rep from Action | Maintain | Sales Reps. Previously, we showed all Sales Reps, hidden or not, for historical reference. Now, you must first "un-hide" Sales Reps to select hidden reps from a drop down.

  • Reset Pricing We have added the ability to change what price list is being used on an order, even after you may have created it! To reset the pricing of your Order Items, go to the Settings tab of an Order and change the Price List from the drop down options. Next, click Edit | Reset Prices, then the base prices of the Order Items will change. This is perfect to use in conjunction with the Batch Pricing Change feature.

  • Batch Pricing Change You can now change the Price List of an order from the Orders screen. Highlight the orders whose price list you wish to change and right click or click the yellow triangle on the right hand toolbar. This is perfect to use in conjunction with our Reset Pricing feature.

  • Add PO# to Loads If you invoice by load rather than order, this feature will benefit you. You can now override the PO# of an order from the Loads tab in the Order window. Double click the Load that you would like to assign a PO# to and enter the new PO#, click OK when you finish. You can reference this number on reports by using [load.ponumber].

  • Cities as Column Choice You can now view your customers' city as a column choice. Right click the columns to change the order and appearance of the columns and drag "Cities" from Hidden to Table.

  • Locations under Action menu Locations are seeing much more attention now than when the software was built over 15 years ago. We have decided to take Locations out from the Maintain sub-menu and instead move it under the Action menu.

  • Merge Pricings and Setting Tab in Customers Window Our lonely pricing tab on the Customer window has moved to the Settings tab. This will free up some space on your window and improve readability of the tabs.

  • Highlight Single Line item Our goal is to help you run your business as efficiently as possible. We have improved the search on our Orders screen so that when a search filters to a single entry, the entry will highlight.

  • Search by UPC On the Inventory screen you can search for your materials by Name, SKU, and now UPC. Now you can find your plant no matter what!

  • Calculate Load Footage with Weight Previously our members used a special Load Factor to calculate the estimated footage for their material. You can now use Weight to help calculate the same footage. Enter the weight on the Misc tab of the Catalog Item and then enter the same weight as the Load Footage. Our new formula will translate your weights into footage for you to use when building trucks.

  • Batch Change > Sort by Root You can now sort by the Root attribute of your Catalog Items when batch changing inside the Inventory screen.
  • Increased SKU Field We have accommodated longer SKU numbers by increasing the SKU field on the Catalog Item from 10 characters to 13 characters.

  • New Report Field We will now have a field that allows you to print the first material picture for a report. The new field is [parms.firstpicture] and will only return the first picture shown under the Pictures tab of the Materials screen.
  • Delivery Charge added to Order Totals The order totals at the bottom of an order reflects the sum of all materials either ordered or allocated. Now, we have added the delivery charge added on an Order in the total as well.

  • Right Click to Change Req. Ship Date Now you can change the Requested Ship Date of an Order right from the Order window. Simply right click an Order and select "Change Requested Ship Date".

  • Bug Fixes Previously we added the Calculated Footage to the Order window, we recently changed the footage so now the number will respect your footage display setting.
  • Detailed Supply Adjustment Notes When sizing-up stock we have now included the original size and the new size in the Adjustment Notes. Now you can visually inspect a catalog item and see the growth of that plant.

  • Minor Bug Fixes We fixed an error in the Web Users search filter and improved our Documents search page under Action | Documents. We also fixed a Windows bug that was truncating the Account name on the Info tab of their Order.

  • Currency Field on Customer We have added a Currency field that can be filled with any currency abbreviation. This field can be referenced for reports to international customers that need the currency defined so they can pay appropriately.

  • 'Mix-in' Supplies You can now view Supply information on a Shipping report by toggling the Mix-in Supplies check box on the Report Criteria. This will be helpful when you want to compare current allocations to supply numbers or reference any part of the supply on your report.

  • View Inventory from Allocation Tab Currently members can view the Inventory of an Order Item by right-clicking the material or highlighting the material and clicking the 'View Inventory' button. We have extended this feature to the Allocation tab so you can quickly view the Inventory information of an Order Item.

  • Add Calculated Footage to Order window You can now view the calculated footage of an Order from the main Order window. This will only work with Orders that have allocations and will take a minute after adding the column to calculate the totals.
  • Due Date & Terms on Debit Memo We added due date and terms fields on our debit memos so you correctly bill for services or miscellaneous charges.

  • Minor Bug Fixes We had fixed some problems with Unicode Characters in the Material Name, a difference in report settings, and a strange hack that was crashing PlantX.
  • Full Length Truck Notes The Trucks window now have their own Notes. This information will be helpful in collection temperature information, notes about the driver or the broker, and more.

  • New User Permissions We have added a new permission to our Member Settings that allow you to choose who has the authority to edit a discount on an order.

  • Running Footage Calculation Build your loads even faster from inside the Load Manager with our new running Footage Calculator. When you select more than one material, you will see the sum of their weights, load factor, footage and allocations. Now you can eliminate the guess work when building loads or trucks, just highlight your materials and start building.

  • Automate Post Load/Order Invoiced Every member now has the option to automate posting their load or order invoiced. Currently, there is an extra step between creating an Invoice and marking the load or order as invoiced. Now, in your Member Settings under the Accounting tab is a toggle to automate this process. Once you toggle the setting on, any time you create an Invoice the load or order will post itself as Invoiced.

  • Batch Auto Allocate Does your Nursery operate on a first come, first serve basis? This new feature is geared for you. You will now have the ability to Auto Allocate multiple orders from the Order list by pushing the gear icon on the right hand side.

  • Detailed Report Descriptions Communicate easier with better report descriptions inside of the Reports window. Now, you can see the account that the report was printed for in the Description field of your report list!

  • Better Report Names In addition to detailed descriptions, we have changed the Report Names to better describe the report you are looking at. From the Reports window, you can tell at a glance who printed what report for which customer.

  • See Customer Balance from Order In a way to reduce window switching, we have added the customer ledger balance to the Info tab inside of an Order.

  • More Column Choices We are showing you more information than ever before, you can now see a Web Users Last Login time as a column choice in the Web Users window and the Customer window. Also, you can add Sales Reps to the Order List window inside of the Inventory.

  • New Report Criteria Tired of seeing all those 0's in your shipping report? Now you can toggle to "Hide Allocated with a Quantity of 0" from your reports. Want to see the 0's on your load report? We have included a toggle to "Include Supplies with 0 On-Hand".

  • Batch Split Loads Complete your data entry in seconds with the Batch Split Load option. Do you have a Master Order that needs to be broken off into different loads? Do it all at once from the Load Manager tab of an Order. Select the materials you would like to split from the original order and push the split truck button. Now, enter the quantity of each Order Item and assign them to a load. You're all done!

  • New Cart Page We decided to redesign your Cart page to ensure the most online orders. User experience is the next big thing when it comes to E-commerce, if your customers are happy ordering online, they tend to order more.
  • Partial Percentages Previously PlantX would round a percentage up to the next whole number, we want to be more accurate than that. Now, PlantX will calculate and also accept partial percentages in the Surcharge and Discount field.
  • Add Time Stamp to Web Carts Your customers have been shopping at all hours of the night and now we implemented a time stamp to prove it! You can now see the last log-in time on a Web Cart from the Web Users window and inside of the Web Users reports. Try running this report every week to get a detailed view of any abandoned carts.

  • Order Status History We have improved our audits by adding the Order Status history inside of the History tab of an Order. Now you can see who changed the order status, and when, by checking the order audits on the History tab.

  • Copy Order on Sales Rep Edition Creating orders is even easier for your Sales Representatives now by using the Sales Rep Edition of PlantX. Sales Reps can now duplicate past orders and edit them as necessary. This is beneficial to any nurseries that have large customers or repeat orders.

  • Increase Document Description LengthWe extended our Document Description length inside of the Ledger tab of a Customer to 250 characters. You can enter document numbers, notes or anything else that will help you describe the ledger document.

  • Add Account Manager to Customer Info Tab We have added the option of assigning an internal Account Manager. This option is perfect if your nursery has a large administrative staff and you want to establish who the liason would be between your nursery and your customer.
  • Add Column to Report Criteria We recently added a new Column for our Material Facts report! You can find the Cultivar of a plant in the tree table view of the Report Criteria.

  • Triple-toggle Hidden Supplies We have added an additional option when choosing Hidden Supplies for a report. At the bottom of your Report Criteria there is a radio button that will toggle which option you would like to choose for Supplies. We have "Include Hidden Supplies", "Include Visible Supplies", Include both Hidden and Visible Supplies".

  • Batch Delete Retail PricesOur biggest goal is to help you save time by using our Software, we just made that even easier! You can now delete retail prices in batches from the Customer window. Simply navigate to a customer and on the Retail Prices tab, select multiple Catalog Items by either holding Shift or holding Ctrl and clicking, then delete. It's that easy.

  • Field App Update We are including the Start/Ready date when looking at a Supply on the Field App. Users will also have the ability to edit this date right from your Android device.

  • Change "Show on Web" Terminology As a way for our users to better understand PlantX vocabulary we are changing the "Show on Web" term to "Publish" and "Disclose". Internal Report documents will be can be made available by toggling "Disclose", while Public items like Material Facts and Pictures can be shown on the web by toggling "Publish".
  • Quick Entry on Location window Enter Catalog Items even faster from the Location window. Previously members had to clikc the green plus button every time they would like to add a Catalog Item, now with a few keystrokes your inventory will be finished in no time!

  • Batch Change Reporting YearYou are now able to Batch Change the Reporting Year on an Order from the Order window. Previously you had to open an order to change the reporting year, but now just select the Order you want to change, right click and select Change Reporting Year.
  • Merge Allocations Clean up the Load Manager tab with this new feature! Members will now have the ability to merge allocations within the same load on the Load Manager Tab of an Order.

  • Roll Over Supplies with Cost It's that time of year again, time to count inventory. Luckily for PlantX users we have the roll-over function inside of Crops. We have improved upon this to allow the Patent information to roll over with your Catalog Items into a new Crop.

  • Squashed Bugs We fixed an overflow issue from the Web Settings window inside of the Pictures tab. Previously if, by accident, a large picture was uploaded it would fill the entire window blocking out the buttons to revert your settings and try again. We included a scroll box just in case situations like these arise. Now if you upload a large picture, it will be contained within a scroll box giving you the ability to revert your changes.
  • Suggestion Confirmation The team here at PlantX love to hear what you have to say, now you can be sure we received your message. Now, when you send us a Suggestion using our Suggestion Feature you will see a confirmation to let you know it was delivered.

  • Additional Column Choices On the Order Items tab inside of the Order window you can now choose to have Load Footage and Weight of Ordered Items as a column.

  • Add Horizontal Scroll to Web Users window Previously some of our members were having a problem seeing all of the informations on the Web Users window. In addition to expanding the window, we have added a horizontal scroll bar to fully view all Web Users.

  • Field Manager App Fix Your favorite app is getting even better. We will include Order Statuses when viewing Orders and all Orders will be sorted by descending date order with the most recent Orders at the top.

  • Batch Select Reports We have made it even easier to toggle which reports to keep or share with your Sales Reps. Simply select a group of reports and click either the green check mark to toggle "Keep" or click the yellow triangle to toggle "Show on Web".

  • Calender App Detail We are making it even easier to get your shipments out on time! We are now including the "Truck Broker" and "Company" on our Calendar App.

  • Expanded DM Field We have expanded our Debit Memo field to be as long as our Credit Memos. Now you can type as much information as you want without being cut off.

  • Edit Weight on Load Our members will now be able to edit the weight of the load without effecting any catalog items! This feature will come in handy for anyone who may dig bigger root balls in different seasons and don't want the hassle of changing the catalog item weight twice a year.

  • Order Alerts We want you to use PlantX as efficiently as possible, that's why we decided to add Order Alerts. Now, when the Requested Ship Date is chronologically earlier than the Order Date a pop-up box will alert you of the mistake.
  • Hide Sales Reps from View Tired of seeing the same Sales Rep you worked with long ago? Now you will be able to Hide Sales Reps from view. Similar to how you can already hide Materials and Catalog Items, simply toggle the "View" box next to the Rep's name to Hide a rep. If you need to ever view them, you can go to Edit | View Hidden Sales Reps.

  • Upgraded Clicker App We have now included the ability to search for a location and to add a supply from the counting window! Now, when you stumble across a new height you can add that catalog item to your inventory while counting!