On August 20 we published Load-In Setlist No. 1.
Fifteen tracks, all drawn from what you told us in our July survey. We said they would roll out over six weeks, and that we would come back and report exactly what landed.
Here is the scorecard:
13 of 15 tracks shipped. Two are still in progress. We also shipped 56 additional changes that were never on the setlist. Sixty-nine improvements to your everyday work in six weeks.
What didn’t ship yet: two tracks did not make it inside the six weeks:
- Availability engine and the 500-line limit.
- Reduce freezing during scan sessions.
Both carry into Setlist No. 2, which started October 1. And both will be the first things we report on when Setlist No. 2 wraps.
Setlist No. 1 Recap
See a few of the highlights in action.
Jordan from our product team shows five of them working in Flex: scan-to-group, the audit trail, Element Tree status colors, bulk date edits, and copy and paste. She closes with a preview of Setlist No. 2.
Every Setlist No. 1 track, along with the 56 changes beyond it, follows below.
Warehouse Workflows
Update Pull Sheet workflow (V1).
Updating a pull sheet now keeps the lines you added or substituted, along with your notes, instead of wiping them.
Scan-to-group targeting.
Pick a group in Prep scanning and your scans land on its lines, not scattered across the pull sheet.
Reduce freezing during scan sessions.
Long scan sessions run without the screen locking up mid-scan. In progress, carrying into Setlist No. 2.
One-click "mark all Permanent" for containers.
Check or uncheck every line as Permanent in one action, from Content Builder or a container’s Contents tab.
Move button between containers.
Move Contents sends items to another container without unscanning and rescanning.
Streamline substitute scanning.
Quotes & Everyday Tools
Fix line item jumping on Quotes.
Line items stay where you put them across Quotes, Invoices, Pull Sheets, and Manifests.
Copy Quote pricing refresh.
Reset prices while copying, so current rates come forward instead of last year’s.
Faster access to Element Definitions.
A gear icon on every element opens its definition directly.
Workflow navigation breadcrumbs.
A breadcrumb trail shows where you are in a workflow and takes you back a step in one click.
Persist "Don't Show Again" setting.
Dismissed dialogs stay dismissed.
Fewer Interruptions
Availability engine and the 500-line limit.
The availability calendar loads without the wait, and quotes go past the previous 500-line limit. In progress, carrying into Setlist No. 2.
Reduce reload prompts during active use.
Updates no longer interrupt what you are in the middle of with forced reload prompts.
Equipment List Generator stability.
Items stay put instead of disappearing until refresh, and change tracking holds.
Fix UI freezing on Quotes.
Long, complex quotes no longer hang the page while you edit.
Beyond the setlist:
56 more changes
These were not promised. They all came from the same survey and from follow-up calls with customers.
Scanning & Warehouse
- Scanning a unit into a container that is currently scanned out now prompts you first.
- The Explode Container prompt closes properly after you undo a scan.
- Completing required maintenance during a scan now lets the unit finish scanning out.
- Scans can be undone for units in Outgoing availability mode.
- Free Pick Containers no longer stay open after you undo a scan.
- Scanning to a subtotal with many lines no longer errors.
- Return scanning now tells you whether an item was already scanned or is not on the list.
- The scheduled maintenance prompt now appears for Free Pick Containers.
- Container suggestions and contents now load on nested line items.
- Emails now send during element automations such as Pull Sheet Prepped.
Inventory & Audit Trail
- The inventory audit trail keeps every modification record.
- “Resource Modified” entries now say what actually changed.
- The audit trail now includes Presumed Missing and Sold events.
- Editing a model’s cost fields no longer creates audit records for every unit.
- A new global Inventory Utilization Report.
- Date range selectors on the Inventory Utilization and Revenue Dashboards and Inventory Shortages.
- View and download maintenance images.
- RFID tags now accept up to 128 characters.
- Inventory Imports is now an icon.
- Large inventory model imports no longer show a false “Error” while still processing.
Quotes, Elements, & Workflow
- Update dates for multiple elements in a hierarchy at once.
- Deleted elements can now be undeleted. See Undeleting an Event Folder.
- Copy and paste keyboard shortcuts in line item grids.
- Line item copy and paste no longer drags.
- Line items no longer jump out of subtotal groups on collapse or expand.
- Deleting several lines in a subtotal no longer makes it disappear until refresh.
- Status colors can now show in the Element Tree.
- Workflow Action Confirmation now previews what will run.
- Enter no longer sends workflow actions early.
- Tabs no longer oscillate.
- A gear icon on project list screens opens Search Options directly.
- Deleted elements render their element tree again.
- Rearranging elements in the tree no longer errors.
- Notes on an upstream element now update downstream.
- No more stray “?” characters in the T&C editor after formatting.
- Fixed the insurance warning when copying elements.
Reports, Documents, & Email
- A new Barcode Cheat Sheet report.
- Barcode generation for Barcode Cheat Sheets.
- No more file size limit on reports.
- An “Include Field Settings” option for the Default Equipment List Report.
- The “Email Me” button now appears for Generate PDF.
- “Email Me” now keeps CSV and XLS file extensions.
- Fixed Batch Print handling of deleted elements.
- Financial document reports now respect muted subtotal footer lines.
- Custom report parameters look up the right values in the new report engine.
- Fixed an error in subreport aggregation.
- Fixed number display in the Default Report Template with certain Arabic text.
- Sales tax rule values corrected for certain PST/GST schemes.
- Currency symbols no longer have a space before the value on reports.
- The QBO Errors tab element filter now also searches document numbers.
Platform
- Links from Flex emails now route correctly when you are logged out.
- Header data code lists are now available through the API.
- Fixed a status caching issue.
Staffing
- Staffing emails no longer include unrelated information.
- Fixed line sorting in Update Staffing.
- Update Staffing Paperwork no longer leaves labor roles blank when no default role is set.
What's next?
Setlist No. 2 started October 1: fourteen tracks across warehouse and inventory, StaffingPlus, payments, and everyday tools, rolling out over the next six weeks. A few to watch for: payment status you can trust, reopening your last Free Pick container, and choosing which element tab opens first.