New discount option Action >
Maintain > Member Settings > Orders Tab now offers an option to use discount rate applied
to the child customer account (shipping account). This is where you have a parent billing
account and child shipping account. Rather than use the billing account's discount rate,
PlantX will use the shipping account discount rate. So if the parent account's rate applies
to all child customer accounts, then don't use this setting. But if you need to apply a
different discount for each shipping customer, use this option and set the rate on each
Batch delete supplies from Crop
Window You can now delete multiple selected supplies in the Crop Window. If you select
more than one, PlantX will attempt to delete them. If any of the entries can't be deleted,
they won't be deleted. If a supply isn't deleted, try deleting it by itself and PlantX will
show you the reason.
Prevent duplicate Catalog Items
To avoid duplicate catalog items, PlantX will show a red warning message that you have
selected duplicate attributes. PlantX checks your selection against all catalog items, both
current and hidden
Order Load Report save settings
There is a new option to save the load report selections so you can record your favorite
Prevent duplicate retailers When
adding a new retailer, PlantX will prevent you from adding a duplicate.
Fixed special characters that
appear in the shipping address Some special characters did not work in the Order's
Shipping contact information. The field has been upgraded to support special characters.
Reorganized Accounting Moving
forward on the planned Accounts Payable part of PlantX and expanding the ability to export
to more accounting packages, we've restructured the accounting components. They have been
greatly simplified! We removed some older code that was never implemented, but always got
in the way of new changes.
Accounting components are
no longer specific to Account Receivable, which means they can be used for A/P and G/L
Export is no longer
QuickBooks specific, so other accounting exports can be supported (e.g. AccountMate).
Less programming code
means easier to maintain or create new features.
Added more view columns When
selecting customer accounts for reports, there are two more columns to choose from,
Billing State and Shipping State. Previously, there was only the State column, which was
tied to the billing address. The state from the shipping address can now be used to sort
and select accounts.
CC sales reps when emailing
invoices and order forms Each sales rep can now be assigned an email address (Action >
Maintain > Sales Reps). If you like to CC the sales rep when sending invoices and order
forms, there's a member setting that will include the sales rep's email address on CC
Friendlier "From" email address
When an email is sent from PlantX, it uses the address email@example.com. The
@plantx.net address was required to avoid being blocked by spam filters, as the from
address had to appear as coming from our server. We now support the ability to use your
email address. However, before we can do that we must ensure that you have the right email
configuration. We will be working with each member to make the appropriate email settings,
which will then allow the PlantX server to use your personalized email addresses in the
message From field.
More new tech! We've vastly
improved the way we can store random resources on the PlantX server These are things like
website template files, report templates, and any odds and ends files needed to support
operations. Rather than store these resources in the database, they are stored in the
server's file system, much like you would store and organize your spreadsheets or word
processing documents in various folders. We've had similar features for other parts of
PlantX, but this is now standardized. This approach has great rewards!
The database is smaller.
Resources are often large complex, non-text chunks of data that don't fit well in a
database which slows down database operations, like adding new records.
Faster backups. Resource
files are often larger than 1MB and not very database friendly, don't compress well and
tend to bloat typical databases. This was slowing down the nightly backup. The files
don't change often, so kept in their file form they backup much quicker.
We can now keep multiple
revisions of the same file. For example, if a webpage template is broken from a bad
change, we can restore an older working version.
Open to new features! We
can expand PlantX to store many more types of resources. On our short list, we plan to
store sent emails on the customer's account so you can see exactly what was sent. Or
perhaps the ability to store scanned documents for each customer.
General maintenance In material
batch change, the "Show on Web" is now called "Publish" to fall in line with standards.
When viewing order periods, the list of orders in the Orders Tab is limited to showing
only the last year, so the view loads quicker.
New Allocations View for the
Inventory Window If you would like to see the allocation details for the orders in the
Inventory Window, there's a new View menu option. When you activate the Show Allocations
View, whenever you select an Order Item, it view will show the allocations for that order
item. This way you can review and update the allocated inventory without ever leaving the
Local sync folder path can now
be set for each membership If your logon allows you to maintain more than one
membership, you had to change the Local Folder for each member. Now PlantX will remember
a local folder for each membership you subscribe to, which will save time when
synchronizing website templates or report templates.
Webmaster Edition: Added a
tool bar button to quickly sync website template files You can simply press the toolbar
button to synchronize files from your desktop folder to the server.
Added common name to catalog
views The Inventory Window and other places where you view the catalog items as a tree
view, now includes the common name.
Bug Fix: lengthened the
customer note field The customer notes field was being limited to 500 characters, but
it has been extended to 2000 characters.
Upgrade websites to use a new
service manager Always working to improve website operations, we created a new "Web
Service Manager" tool that helps us setup new websites as well as monitor and control
Minor patch When you change
nearly a third of the PlantX software, something is bound to be missed! In this case,
adding an order had the wrong date if you weren't in the Pacific Daylight timezone. We
changed 100,000 lines of code and we got 2 wrong, and this release fixes them.
Major upgrade to server
There are over 500 "transactions" that the server must perform, everything from adding
a material, creating an invoice, or adding an item to your website shopping cart. This
release of PlantX upgrades all of the transactions to use new code. This change has
been in development since April and required that 1100 program files, or roughly 30%
of the system, to be updated.
What does this do for you?
The system is now 13% smaller, which now means the upgrades are 13% faster. It means
the server loads less programming code, which means it is now faster. But most
importantly, it standardizes a lot of programming necessary for us to move on to
writing some new features for better stability, e.g. fewer disconnects.
Added more options when an
order is copied When you copy an order, there is a prompt to reset the pricing to
catalog pricing. Now there are two more options: reset the discounts and clear the
special check box.
Add column to Statements
Window The last statement date has been added as a column to the statements view.
Consignment Edition: added
search features for gift certificates The consignment application will now filter on
date and certificate ID. The sales application has a new option to view the
certificate without having to start a sale.
Bug Fix for Small issue
with drawing of catalog items in a "tree" view When a catalog item was changed,
some tree views showing catalog items did not refresh cleanly.
Bug Fix for Load Manager
view not expanding automatically If the timing was off, the tree did not expand
correctly. It is more consistent now.
Bug Fix for A rare
database error causes PlantX to stop responding and disconnect An obscure error
message wasn't getting reported correctly, and consequently PlantX would appear to
hang, waiting for a response. The response is now correctly sent back and PlantX
will complete, showing the correct error message.
Web Improvement Better
sign-in handling. Now when a link is clicked, and it requires a sign in, the sign in
will go directly to the selection after the login is complete. It used to only go to
the "Account" page. Although the feature has been added, it will take about a week
to update all members' sites with this feature.
Added PO number to Credit
Memo Window Previously the PO number could only be referenced on the invoice, but
now a PO number can be shown on a credit memo.
Truck Window view divider
is remembered If you drag the horizontal separator between the left and right half,
PlantX will save the position and recall it the next time you open the Truck Window.
Added patent number to
the labels The patent number can now be added to your plant labels.
Bug fix for "Detail sheet
not found" The error message was incorrectly shown if the report lacked enough data
to create a report. It now shows the correct error message indicating the report
lacks enough information.
Sales Rep on Debit and
Credit Memos Debit and credit memos now support changing the sales rep. The sales
rep field is now on the Misc Tab. This allows for more accounting reports that
summarize accounting documents by sales rep.
Bug fix in Materials
Windows An error caused the materials list to draw incorrectly while editing the
plant facts. The issue has been fixed.
Bug fix in Consignment
Edition The vendor window would not open if the customer window was already opened.
The vendor window now opens correctly.
Cart Reminder Audit for
Web Users At the beginning of this month, we added new features to our Web Users
screen. One of these features was the ability to send an Abandoned Cart Reminder
email to users that have items in their cart but haven't submitted an order yet. We
have now added an audit of when the last time you sent an Abandoned Cart Reminder
email under the History tab of a web user.
Invoice Sort Order Bug
Some of our members have noticed their discounts gathering at the bottom of their
Invoices. We have investigated this issue and found there was a hiccup while the
document was being generated. Our update should fix the issue, but if you notice the
sort order changing, feel free to give us a call.
Improved Tree-Table Views
(TTV) We've done extensive work on the Tree-Table Views (TTV) that are used
throughout PlantX. The effect should be fewer bugs in the display and faster
operation. It reduces the amount of code we need to write for new features and
shrinks the overall size of the system. We will now begin applying the TTV to other
areas of PlantX.
Include Order Comments
from Web Your customers have always had the choice to enter comments on any order
that they place on the website. These comments later show on the Order
Messages/Notes tab but some users have found they needed to read the comments even
before looking at the order. We have now included the comments field on your
automatic order notice email so you can read at a glace what your customer is trying
Changed Invoice Checkbox
Label When Creating or Updating an Invoice, users have the option to manually
override which invoice they would like to update. This feature has always been
there, but hidden behind a "Show All" check box. We changled the label to
say "Choose Exsisting Invoice" for a more intuitive choice.
Document Listing Bug Fix
There are two areas to print a Document Listing from. You can choose to print from
Add Reports or Action | Documents. Some of our users had noticed a difference
between printing in Add Reports vs the Documents screen, even though they were using
the same template. We fixed any inconsistencies so you are free to print from where
ever you like.
Null Error on Accounting
Documents Some of our members have encountered a "Null Error" after
attempting to change a field on their Credit Memo or Payment documents. There is
some extra strict checking of the accounting documents for payment terms, except
credit memos and payments don't have terms or have a way to change them. This fix
allows the Credit Memos and Payment documents to forgo payment terms and still be
deemed acceptable accounting documents by PlantX.
"From" Email Address Any email addresses sent from the website or PlantX
will now show as "firstname.lastname@example.org" to reduce any confusion from your
customers. Previously the email address was "email@example.com" but we
found many of our users having to explain it was from the program they were using
and not a fraudulent account.
New Label Fields We have
added six new label fields to the Label Designer to help you in the middle of
Shipping! You can now select Shipping addresses by line, up to four lines. You can
also select the Shipping City or State independently. The best part -- we added
these fields for the Billing customer as well.
Material Facts Spacing
Now when you add your Material Facts to your materials on the Materials screen, your
web page should mirror the exact layout! Before PlantX compiled all of the line
breaks to one paragraph, now you can have multiple paragraphs in your Material Facts
New Report Criteria
Order Reports now have a subbed/not subbed toggle filter inside the Report Criteria
that will allow you to remove substituted line items from an Order Report
Web User Enhancements We
enhanced the Web User window to get the most out of your PlantX hosted website! You
can now view Qty Ordered and Order Value on the web users screen. Add this column by
clicking the Table Settings icon and choosing Select Columns. You may also
notice two new icons, these are "Send Cart Reminder" and "Clear
Cart". The Cart Reminder is an email that you can send to Web Users after they
have abandoned their cart. It is shown that Reminder emails are a huge conversion
tool for prospective customers. Finally, we have added new report fields
for Web Users to build accurate reports on possible sales. You can find a copy of the report fields here.
Truck Notes Fix The
Truck Notes field on the Trucks screen will now line wrap rather than expand the
width of the field.
New Load Tab Column
Choices We have added "Weight" as a Column Choice on the Load tab of an
Enhancements Our goal is to help you use PlantX to efficiently manage your Nursery
stock. We are in the process of enhancing the way our software is laid out to
visually communicate the work flow.
Inspect Log There is now
a running history of all changes made to the Inspect Log. These can be viewed under
the History tab of a Supply.
Rapid Location Entry You
can now enter a sequence of locations all at one from the Location screen. Simply
highlight a location, click the "Repeat" button and enter the quantity of
locations. Remember to start with a 0 base when numbering locations. For example,
001 - 200.
Change to Tag Designer
The Order Item tag will now be called the Retail Tag that includes two new fields:
"Retail SKU" and "Retail UPC". Both barcodes refer to the customer
supplied UPC or SKU.
Deprecated Field Notice
We have added a new feature that will notify you when your report uses a deprecated
report field name. Deprecated field names are report fields that are less preferable
to other field names that we created since then. The report will have the correct
field name suggested. You can then choose to edit the field yourself or give us a
call and we can fix the field and get you back on track.
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