Product Releases - March 2026

Reporting

Sales

The ability to filter by company type and address type has been added to the following reports:

• Sales Order Profitability
• Sales Order Profitability by Line Item

Parts

Face with volatile commodity prices, the 'Part Margin Protection Report' allows users to view part sell and cost prices and their last updated dates, as well as the 1st Preference Supplier and their part cost, and it's last updated date.

The Supplier Part Cost & Lead Time Report was updated to include parts from Purchase Orders that had been exluded.

The Part Stock Level Report was updated to include columns for:

• Service Job Card Stock Required
• Sales Orders Required

These columns have also been added to the Excel export/download file for this report.

Servicing

Service PDF Update

Asset Name now appears on the Service PDF alongside serial number and part name.

Service Quotes

A bug was address were the default company currency was not being applied to Service Quotes.