Bulk Documentation

Released 2026-06-18

Version 3.11.19

Notes 19 of 9

  1. Inbound — In the document grid, removing a service's last line now removes the whole service, and percentage charges from pricing templates add the correct amount.

  2. Inbound — In the document grid you can now edit a document's details — customer, PO, references, dates, priority and custom fields — directly inline, no dialog. Forms now have their own panel, and edits save instantly even when several people work on the same document at once.

  3. Inbound — New spreadsheet-style grid view for processing a document's line items in bulk: edit every item inline, sort, filter, multi-select and apply services, all on one screen.

  4. Inbound — Services on a submitted or locked document are now shown read-only, so edits no longer appear editable but fail.

  5. Inbound — The line-items sheet now shows each item's custom fields as columns you can edit right in the grid.

  6. Inbound — You can now seed a document's services from a pricing template or your service catalogue, then edit everything freely.

  7. Production — Orders now have a Services tab: the services you set up on an inbound document carry over to the production order when it's submitted, and you can edit them there. Job and order pricing now focuses on unit, quantity and total.

  8. Custom fields & dates — Custom fields and custom dates now stay fixed to how they were when a document, order, or job was created. Adding a new field no longer makes it appear on older records, and deleting a field no longer removes it from records that already used it.

  9. Inbound — The document grid now handles services, activity, and bulk item actions more reliably.