Shipedge Version 11.3.0 - UI Changelog

This changelog highlights our user interface (UI) updates for v11.3.0. Below you'll find a brief note of each change and reference images. **For full details on the latest release, check out the [v11.3.0 Release Notes](https://roadmap.shipedge.com/changelog/33604/).** # System Wide ## Rule Trigger Description Text OMS→Orders→Order Rules & WMS→System Config→Automation Rules - Description text has been added for each Rule trigger to provide clarity on how it is triggered. ![v11-3_Rule_Trigger.png-2458](BASE/products/886523714/changelog/33594/inline-36f7b9b72a80de4b8cca151328fac429.jpg) ## Chat Module A new Chat module is now available. This displays in the bottom right corner of all OMS and WMS views allowing easier visibility and accessibility for posting and replying to topics. To activate, please contact your account manager. ![v11-3_Chat_1.png-4798](BASE/products/886523714/changelog/33594/inline-beaeb8a333258d0cd79e8cab98009c6d.jpg) | View Messages | Reply | | -------- | -------- | | ![v11-3_Chat_2.png-7149](BASE/products/886523714/changelog/33594/inline-06b2c23eabd73e0af2837b18a928b477.jpg) | ![v11-3_Chat_3.png-5302](BASE/products/886523714/changelog/33594/inline-0076479fd3daa375508d373acb1e0cb4.jpg) | # WMS ## Inventory Bin Receipt Date Toggle WMS→System Config→Preferences→Operations - By default, the system only updates the receipt date for a Bin during receiving of a Replenishment, which is important when using Standard Max Efficiency, FIFO, and LIFO inventory rotation. If activated, the system will also update the receipt date for either Corrections (e.g. Recounts, Blind Counts) and/or Returns based on your selections which allows for a wider variety of workflows. Please carefully consider your warehouse operations in order to determine if these system actions should update the receipt date per Bin. ![v11-3_Inventory_Bin_Receipt_Date.png-6724](BASE/products/886523714/changelog/33594/inline-d0253e3b5358b1954d5fcb3d04266160.jpg) ## Packaging Predictions WMS→System Config→Preferences→Operations - The Packaging Process has been updated as well as renamed to Packaging Predictions. As part of the updates we've added the option to turn this setting on/off as well when selecting a box by dimensions you can select between 1 to 7 units. ![v11-3_Packaging.png-3509](BASE/products/886523714/changelog/33594/inline-25292da70b73c2ba89939add863698f1.jpg) ## Commercial Invoice - Mark As Sample Or Gift WMS→Processing→Order Side Panel - Added the ability to add tags to the order in the Processing side panel. These tags allow you to add additional metadata for the carrier specifically for defining a shipment as a Sample or Gift specifically for generating Commercial Invoices. Currently available tags are: `sample` `gift` `merchandise` `other` ![v11-3_Tags.png-7855](BASE/products/886523714/changelog/33594/inline-3b9e7162116648fd0e1b9678d9fd160a.jpg) ## Advanced Processing Filters - Save As New Filter WMS→Processing→Advanced Filters - When editing a previously saved Advanced Filter in the Processing view, an additional option will be available to Save As New Filter. ![v11-3_Filters.png-9493](BASE/products/886523714/changelog/33594/inline-12342bed27723413070948ce24eeff72.jpg) ## Batches View - Progress Bar WMS→Processing→Batches - View has been updated to include a Progress column that shows the percentage completion of label generation for the batch. ![v11-3_Batch_Labels.png-5834](BASE/products/886523714/changelog/33594/inline-1b227d1d8ac0226efb636ae3ef17d347.jpg) ## Voided Label - Updated Messaging WMS→Shipped→Shipping Labels - Updated the messaging when attempting to print a voided label. ![v11-3_Voided_Label.png-3837](BASE/products/886523714/changelog/33594/inline-7d4bc85d9c382577f9472dab565cce14.jpg) ## Unblock Bin via Web Interface WMS→Inventory - Added the ability to Unblock a Bin from the Inventory view. ![v11-3_Unblock_Bin.png-3158](BASE/products/886523714/changelog/33594/inline-6bde4bbcb5569026cdc551000482bcb8.jpg) ## Add Serial - Location Selection WMS→Inventory→Serials→Add Serial - In the Serials view, when selecting Add Serial the Location selection has been improved to allow typing in a location name to filter results. ![v11-3_Add_Serial.png-1259](BASE/products/886523714/changelog/33594/inline-001c389af7b4c55d72cd36a2571cdadb.jpg) ## 3PL Billing / Prices - Generate Invoice WMS→3PL Billing→3PL Prices→OMS Client Statements or Prices→Billing→Statements By Seller - Report column renamed to Statement. Invoice added as a new column. ![v11-3_Statements_Invoices.png-7649](BASE/products/886523714/changelog/33594/inline-81232d3ca5705bb2956bf97ae643804a.jpg) ## API Link Updates WMS→System Config→Preferences→Operations - Added links to API v4 and Legacy API documenation. ![v11-3_WMS_API_Links.png-4130](BASE/products/886523714/changelog/33594/inline-13382a6edb02012ed2e008e7b6909941.jpg) # OMS ## Order Rules - AND / OR Filters OMS→Orders→Order Rules - Order Rules have been updated to include AND / OR for Filters which provides increased flexibility in rule creation. ![v11-3_Rules_AND-OR.png-6239](BASE/products/886523714/changelog/33594/inline-aa7d17f132bcd39037e740348f028cb0.jpg) ## Ship Method Translator - Improved View OMS→Orders→Integrations→Ship Method Translator * Added 'blank' as a wildcard option to allow configuration of a ship method in ShipEdge even when the Channel Integration does not pass any value. This will help prevent orders from going into API Error. * Easier viewing and typing to filter results in the ShipEdge Code column. ![v11-3_Ship_Method_Translator.png-9386](BASE/products/886523714/changelog/33594/inline-31c7158832b4b541753241c961ba3d1a.jpg) ## Add SKU - Harmonization Code OMS→Inventory→Add SKU - When creating a new SKU, the Harmonization field is now available. Previously this was only available after the SKU had been created. ![v11-3_Harmonization.png-5334](BASE/products/886523714/changelog/33594/inline-4225b0ba7ac4345792892d5ea3f5213b.jpg) ## Channel Automation - PII Access Message OMS→My Account→Preferences→Channel Automation - Added a message to the integrations page advising that access to PII is required in order to successfully import all order details. ![v11-3_PII.png-7067](BASE/products/886523714/changelog/33594/inline-c2177eff888b1dad5b5b5669321f3c00.jpg) ## API Link Updates OMS→My Account→Preferences→API Integration - Updated links to API documentation as well as the overall look to better match the current system design. ![v11-3_OMS_API_Links.png-4679](BASE/products/886523714/changelog/33594/inline-e976ae5c9dac8e65030047de82441efe.jpg) ## Automatic Order Stand By OMS→My Account→Preferences→Inventory Forecasting and Alerts Setting - Selecting Edit will allow the changing of the new toggle for Automatic Order Stand By. ![v11-3_OMS_Automatic_Stand_By.png-6617](BASE/products/886523714/changelog/33594/inline-58f2cb88af88c98590a5053646ae0582.jpg) # UOM Outlined below are the primary UI changes related to UOM which includes changes in the OMS, WMS, and Mobile app. Please note that there may be minor changes such as text or label positioning not detailed here. ## View & Manage Inventory OMS→Inventory - Viewing UOM quantity details per SKU. ![v11-3_UOM_OMS_Inventory.png-5620](BASE/products/886523714/changelog/33594/inline-7b64f51422730235e8cd50a14d8a15b4.jpg) OMS→Inventory→Edit SKU→Aliases - Setting an Alias to a UOM. ![v11-3_UOM_OMS_Alias.png-8994](BASE/products/886523714/changelog/33594/inline-3a7c07b4d15e6411f499cccd996847bd.jpg) OMS→Inventory→SKU Substitutions - UOM displayed as a separate tab, Aliases display UOM details. ![v11-3_OMS_SKU_Substitutions01.png-6940](BASE/products/886523714/changelog/33594/inline-45344379a86b2261af18d81e5276261e.jpg) ![v11-3_OMS_SKU_Substitutions02.png-5508](BASE/products/886523714/changelog/33594/inline-29a05e972aa6e19393a14ec2ee98cdb2.jpg) ![v11-3_OMS_SKU_Substitutions03.png-3544](BASE/products/886523714/changelog/33594/inline-729dab649212f5ed81671908f6585d56.jpg) WMS→Inventory (Warehouse) - Viewing UOM quantity details per BIN. ![v11-3_UOM_WMS_Inventory.png-9580](BASE/products/886523714/changelog/33594/inline-50392367131c86b4df533b94d4520d1b.jpg) WMS→Inventory (Warehouse) - Convert Qty (packs) to units & Convert Packs to another UOM ![v11-3_WMS_Convert_Bin.png-7104](BASE/products/886523714/changelog/33594/inline-302111173cc3802f6758f8dd079fa231.jpg) WMS→Inventory→Corrections - Re-Counts and Moves. ![v11-3_UOM_WMS_Recount.png-3110](BASE/products/886523714/changelog/33594/inline-94c9ca9846cac5c5cd6f4b1078b8ff1a.jpg) ![v11-3_UOM_WMS_Moves.png-9004](BASE/products/886523714/changelog/33594/inline-c9d422a39227d0043c6edac9b09dfd6f.jpg) ## Replenishments - Create / Edit / Receive OMS→Replenishment - Adding or editing replenishments. ![v11-3_UOM_OMS_Replenishments_01.png-7505](BASE/products/886523714/changelog/33594/inline-dc2ac82d6f339d684663a288d885708c.jpg) ![v11-3_UOM_OMS_Replenishments_02.png-3066](BASE/products/886523714/changelog/33594/inline-a0d5a44cada6db00228d8531a0352e1d.jpg) WMS→Inventory→Replenishments - Editing and processing replenishments. ![v11-3_UOM_WMS_Replenishments01.png-4636](BASE/products/886523714/changelog/33594/inline-b479fe2866d6ac72114fbad220e942b3.jpg) ![v11-3_UOM_WMS_Replenishments05.png-8449](BASE/products/886523714/changelog/33594/inline-7e752e95b10f7f781c041b9ca0a82fd5.jpg) ![v11-3_UOM_WMS_Replenishments02a.png-396](BASE/products/886523714/changelog/33594/inline-8be9bd3e750f2e31cc558a33ababafef.jpg) ![v11-3_UOM_WMS_Replenishments03a.png-5622](BASE/products/886523714/changelog/33594/inline-66c558233d75a2708bfef4ddba3bbf9b.jpg) ![v11-3_UOM_WMS_Replenishments04.png-9194](BASE/products/886523714/changelog/33594/inline-3ca992d74a624d9a7843a4679393fbbf.jpg) ## Order Viewing & Processing OMS→Orders→Order Detail View - View UOM details for an order. ![v11-3_UOM_OMS_Order_Details.png-5260](BASE/products/886523714/changelog/33594/inline-0025b802959383f5c1088197e850a348.jpg) WMS→Order Detail View - View UOM details for an order. ![v11-3_UOM_WMS_Order_Details.png-5713](BASE/products/886523714/changelog/33594/inline-039349e115832a208fef55c543888c2e.jpg) WMS→Pending - Break Pack ![v11-3_UOM_WMS_Pending_Break_Pack.png-2778](BASE/products/886523714/changelog/33594/inline-8611878cd25339cb479a68e21eb27cd6.jpg) ![v11-3_UOM_WMS_Break_Pack.png-9644](BASE/products/886523714/changelog/33594/inline-050fea242b113d7c07e56efec6611069.jpg) WMS→Processing - Viewing SKU details for orders with UOM. ![v11-3_UOM_WMS_Processing.png-7060](BASE/products/886523714/changelog/33594/inline-5c129bab15760c3ab52c868043408dd4.jpg) ## Mobile **Replenishments** - During receiving you can view additional details such as UOM, Unit Factor, and change the UOM. ![v11-3_Mobile_Replenishment01.jpg-8180](BASE/products/886523714/changelog/33594/inline-5e98fd04eed69f9b25b15d5840119cfa.jpg) ![v11-3_Mobile_Replenishment02.jpg-6993](BASE/products/886523714/changelog/33594/inline-e73d97009cd438961cdc80e94cc7be9c.jpg) ![v11-3_Mobile_Replenishment03.jpg-7400](BASE/products/886523714/changelog/33594/inline-21cd1aec30b8d24cba7b28facdfab6af.jpg) ![v11-3_Mobile_Replenishment04.jpg-2961](BASE/products/886523714/changelog/33594/inline-80f16d1818649668a285909908fecf1f.jpg) **Inventory Control** - UOM details visible in inventory control views as well as ability to Break the UOM which will convert a bin with a UOM into single units (eaches). ![v11-3_Mobile_InventoryControl01.jpg-2098](BASE/products/886523714/changelog/33594/inline-24ecce038418620aabb60f5c607b43bd.jpg) ![v11-3_Mobile_InventoryControl02.jpg-2186](BASE/products/886523714/changelog/33594/inline-96282d37d9f6701e0caa24112275b0b6.jpg) ![v11-3_Mobile_InventoryControl03.jpg-9786](BASE/products/886523714/changelog/33594/inline-a92b5d9d7b2bc4313ee447769c6af930.jpg) ![v11-3_Mobile_InventoryControl04.jpg-1234](BASE/products/886523714/changelog/33594/inline-f31f042e9cc1951e9646253a8785d5f1.jpg) ![v11-3_Mobile_InventoryControl05.jpg-5395](BASE/products/886523714/changelog/33594/inline-6561bfa69286e39e922ab2b4e5a56a0f.jpg) **Cycle Count & Blind Count** - UOM details visible when performing cycle or blind counts as well as ability to change unit factor. ![v11-3_Mobile_Count01.jpg-5580](BASE/products/886523714/changelog/33594/inline-0da7195662968d50de1308a8eea3d945.jpg) ![v11-3_Mobile_Count02.jpg-1390](BASE/products/886523714/changelog/33594/inline-8795a46e01715ae85e9fdacf6d8b4c95.jpg) ![v11-3_Mobile_Count03.jpg-5947](BASE/products/886523714/changelog/33594/inline-86392e4ee1f6552284f6e490fbe2c68b.jpg) **Order Picking** - UOM details visible during pick and pack. ![v11-3_Mobile_Pick.jpg-1498](BASE/products/886523714/changelog/33594/inline-270399b48d0f25077901f35d75b63fed.jpg)