This article will explain the new features and updates to existing features that were introduced in version 5.0.272


Note: In this article, Q/S/O refers to quotes, sales and orders.


New Features

Sorting and filter changes to Quote, Sales, Order and Purchase Order Centers

The sorting has changed in these windows so that the newest items are at the top; it sorts newest to oldest. In addition to the sorting changes, a few new filters were added:

  • Updated past 12 months
  • Created past 12 monhts
  • All


Spell Check

A spell check link has been added to the email editing window so you can check spelling before an email is sent. You can also check spelling when authoring email templates. Note: Spell checking requires Microsoft Word 2010 or higher to be installed.



Updates to Existing Features

Check values when sending purchase orders electronically

The system will now warn you if you attempt to send purchase orders via OOP and the PO has option names or values that contain the pipe ( | ) characters. PO's that use this character cannot be sent via OOP, resulting in PO's that would not send and would not report a reason. You will now be prompted to remove the | character before sending.


The process for taking payments has been updated

You must now close all Order Entry windows when recording payments. This is to help ensure consistency in the sale/order data. When a payment is to be recorded you, will be asked to close all open Order Entry windows. If you are recording a payment while in Order Entry, Order Entry will be closed and after the payment is taken you will be returned to the previous sale or order.


More updates

  • The Edit Customer dialog can now be re-sized.
  • Additional customer and order activity messages are recorded when adding, updating and deleting payments.


Items Fixed

  • Fixed some rounding errors with sales tax and discounts
  • Fixed a problem where you would sometimes get a warning that a payment was not fully allocated when it was.
  • Fixed a problem where you would sometimes get a warning about a negative balance when you enter the full payment amount.
  • When an existing deposit amount is set to 0 the previously required deposit amount is removed from the database.
  • Fixed a bug where the software would crash when a customer discount was entered and Enter button was pressed instead of clicking the OK button with the mouse.
  • Fixed a syncing problem where new products would not always sync to a roaming workstation.
  • Fixed a problem where the Edit Product Item dialog would sometimes select the incorrect default vendor when the default product has two vendors.
  • Fixed a problem where on some computers Product Updates would not download due to a FTP security setting.
  • Fixed a problem where customer names that have the & character would cause the contact information in Order Entry to not format correctly.
  • Fixed a bug that cause the sale number to be increased when a quote was created from a sale.