It’s time for another set of updates, this time covering April and May. We can guarantee that there is no rain, and all flowers in these updates as we have some new integrations and some new changes that give some very nice quality of life updates.
We’re looking forward to you joining us for yet another brief update note!
→ Core Functionality Improvements
It’s a new month, and you know what that means — a bevy of fresh features for you to enjoy. We have some exciting new stuff this month so hold on to your hats as we run down the list of the nifty new stuff you can do.
If you’re looking to remove all sales reps from an account, or remove everyone in a buyer group. OrderEase now allows you to remove everyone from your system in your one go. This means you can quickly remove buyer groups from your system, or sales reps from an account without having to individually target every member.
We’ve heard the requests loud and clear — you want a way to clean up older orders that are busying up your page when there’s a lot of order history. OrderEase users can now filter their orders page by date, exactly like our dashboard! It defaults to 7 days and you should also be seeing a performance improvement as well. This filter will also be implemented across our system as well to speed up the rest of OrderEase, so stay tuned!
OrderEase has updated to let you update a file or image in OrderEase without changing the URL of the link for the previous file.
This means your team can share links to information to customers and when you update the content, they will access the revised content through the original link you sent them. No more remembering to send up emails with updates to links!
While we already had a watcher that tests a user for 30s, we have decided to inform our users when they’ve been logged out of a session due to inactivity.
This message will provide a button to log back in to OrderEase.
Previously, you could only filter activity by individual users — we’ve changed that so you can now watch entire groups. This should help you monitor the engagement of multiple users at once, or understand what’s happening per locale.
We’ve made improvements to a slew of our integrations. Scroll down to find what’s changed for you!
Field Mapping
Any time a shipping costs line item is included in an order, OrderEase will now automatically map it to your shipping costs field in QuickBooks Online.
In addition we have created new triggers for order creation on QuickBooks Online beyond just “Submitted” and “Confirmed.” To give you greater visibility, we’ve now added the ability for OrderEase to push orders to QBO on the statuses of “Invoiced” or "Shipped.”
OrderEase now sends integration emails to all Sage300 users who are set to receive them. These emails will include details of your new integrations and new customers.
That’s all we have for now. As always, if you have any questions, please reach out to your OrderEase representative!