Software Updates
  • 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 to communicate.

  • 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.
  • Personalized "From" Email Address Any email addresses sent from the website or PlantX will now show as "noreply@yourdomain.com" to reduce any confusion from your customers. Previously the email address was "noreply@plantx.net" 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.
  • Add View Menu to Accounting Documents When inside of an accounting document (Invoice, Credit Memo, Debit Memo, Statement), you can now click the "View" button to view the customer's account.
  • 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 Order.

  • User Interface 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
  • 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.