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Release notes - January 2, 2025

January 2025 Update: Automatically complete quotes for sales orders, improved user maintenance, and fixes for the mobile WMS app.

This update introduces a smarter way to handle your sales workflow by automating how quotes are finalized when orders are issued. We have also refined the login process, mobile inventory accuracy, and transaction security to ensure a more reliable experience.

  • Automated quote completion: You can now set related quotes to close automatically when you issue a sales order, saving you manual steps in your workflow.

  • System stability and accuracy: We have decoupled the login process from test mode and corrected user logging for movements made in the Warehouse Management System (WMS).

New features

Autocomplete linked quotes

We have added a new advanced setting for the sales order module. When enabled, this feature automatically completes any related quotes as soon as you issue an order. If you prefer to handle this manually, you can leave the setting unselected and use the complete quote button after the order is issued.

Improvements

User maintenance and security

We have updated the user maintenance screen and workflow for a better administrative experience. Additionally, to protect your data integrity, any edits made to a transaction will no longer be saved automatically if you navigate away to the order trail tab.

Sales line management

To keep your data consistent, quotes are now limited to product and labor items to match sales order requirements. We have also refined line deletion rules: you can delete an order line if it only has a reservation, but the system will block deletion if other transactions have already been created from that reservation.

Bug fixes

  • Startup and login: Paragon startup is no longer dependent on test mode, ensuring a smoother login experience.

  • Printing: Fixed an issue where blank PDF documents would print if an API call failed.

  • WMS mobile: Stock movements in the mobile app now correctly list the user who performed the action. We also corrected location listings in both the adjust and move inventory modules.

Coming up

Our team is currently working on further enhancements to the WMS mobile interface and expanding our API error handling to provide clearer feedback during document generation.