New Features:

Shipment‑level dates: Prioritize and schedule by shipment (and line) ship dates—not just order header dates.

Mass shipping updates: Filter shipments and bulk‑change ship method and 3rd‑party options by city/state.

Delivery docs & confirmations: Generate Delivery Manifests; revamped Delivery/Installation Confirmation with photos and notifications.

Multi‑warehouse shipping: Choose a Ship‑From Warehouse for accurate rates/labels and production filters.

Better material tracking: More accurate inventory consumption for non‑printing materials (e.g., tape, hardware).

Scheduling tickets & labels: Select tasks and print Task Tickets (8×11) and 4×6 labels with barcodes.

Portal/DWF controls: Mass‑sync DWF profiles, manage pre‑flight rules, hide upload/fields where art isn’t needed.

Quality‑of‑life: Editable Quote Title, PO on AR statements, new roles to process Order/Shipping Groups, Pre‑Press Manager field, Line‑Level Tags, API supports formula fields, optional early shipping‑detail requirements, and improved re‑order handling for notes/attachments.

Improvements:

Shipping & Delivery Management

- Shipment‑Level Ship Dates
Historically, prioritization relied on the order header ship date. You can now set line and shipment ship dates to drive prioritization and scheduling. These dates surface in the Scheduling module, the Shipping entry point on the home page, and as filters on Shipping and Packing screens.

- Mass Shipping Update – Options
Filter across shipments on an order and selectively update ship method and/or 3rd‑party shipping parameters by city, state, etc.

- Delivery Manifest Document
Generate route‑ready documentation for local deliveries, grouped by orders shipping to the same location. Navigate to Home → Shipping, filter by Customer and/or Ship Method, then select shipments to include.

- Delivery & Installation Confirmation
A revamped screen to confirm deliveries and installations. Customers can acknowledge receipt or flag issues; installers can confirm installs. Upload photos for visual proof of posting; confirmations and images are visible on order lines, with notifications.

Production Management

- Multi‑Warehouse Enhancements
Set a Ship‑From Warehouse on shipments to ensure correct shipping rates and labels based on origin. Production Management includes filters to focus work by facility.

- Edit Overs/Unders in Packing & Shipping
Fine‑tune packed quantities during finalization.

- Enhanced Material Cost Tracking & Inventory Consumption
Capture more accurate consumption for non‑printing materials (e.g., finishing tape, hardware). Tracking stays automated and supports additional materials used during or after production.

- OM Dashboard – Task Ranking
A simple ranking system lets you sort tasks in the queue to maintain flow.

Scheduling Management

- Scheduled Tasks – Ticket PDFs & Labels
From the Scheduling Grid or Job Processing screens, filter by Order #, Task Bundle, Customer, Material, etc., select tasks, and generate:
4×6 labels with order details, quantities, dates, and barcodes (attach to rolls/stacks).
8×11 Task Tickets, optionally grouped by machine and/or material substrate to simplify material pulls or provide printed lists when digital screens aren’t practical.

Artwork, Approval Portal & DWF Integration

- Mass‑sync Autoproof DWF Profiles and mass‑manage pre‑flight rules across many profiles.

- Hide art upload for specific products where artwork isn’t required (e.g., Kit headers/components for hardware, installation, or services), reducing confusion for customers and CSRs.

- Show/Hide approval fields in the customer approval portal to streamline the experience.

Miscellaneous Improvements

- Quote Title editable from the main quote view.

- PO number can be included on AR Open Account Statements.

- New User Roles allow non‑admins to Manage Order Group from the home page:
Process Order Group
Process Shipping Group

- Order Contact can be included on Packing Slips.

- Pre‑Press Manager field on orders enables assignment throughout the order lifecycle; easily filterable on the home page and key reporting screens.

- Order Import API supports formula‑based fields (product formulas from Order Entry now work in web order feeds) so attributes can be set automatically using product‑level rules.

- Line‑Level Tags let you surface tagged values on reporting/scheduling screens—ideal when custom product attributes must be searchable at the line level.

- Early Shipping Details (optional): make shipping details required earlier in the process (e.g., at Order Entry or other pre‑production steps).

- Re‑Orders: Retain original notes and attachments when duplicating orders.

Enablement & Upgrade Notes

- Shipment‑Level Dates: Ensure scheduling views/filters include shipment date columns. Train CSRs on setting shipment ship dates during entry.

- Ship‑From Warehouse: Configure warehouse origins in shipping label/rate providers; verify label routing by facility.

- Task Tickets/Labels: Customize ticket templates; confirm barcode symbology matches scanners.

- Portal/DWF: Audit DWF profiles, apply pre‑flight rule changes in bulk, and hide upload/fields for non‑art products.

- Roles & Permissions: Assign Process Order Group / Process Shipping Group to relevant non‑admin users.

- API Feeds: Update web order feeds to leverage formula fields where appropriate.