Changelog

• When receiving items on a PO you can now tell the app to also export the inventory barcode labels for the inventory that has been just received
  
• Production plans: an option was added so no partial builds are created
  
• Vendor-barcodes: a custom group separator can be set through Settings - Barcodes. This might be useful for barcode readers that support non-printable character replacement with a single character only
• Generic parts can be marked as non-stocking
• When a production plan is automatically created during procurement (from sales orders or other production plans) its batch size can be edited to a higher value if needed (previously, editing wasn't possible)
• [fix] BOM preferences dialog: not able to set multiple fields for part matching data
• [fix] Storage: history logs not showing up
• [fix] Chance for incorrect "part already exists" error when creating a part
• [fix] When reverting a received item on a PO, storage field not being reset
• [fix] Production plans: inventory restrictions being reset whenever changing the plan's batch size
• [fix] Chance for update to fail on macOS Ventura

• A setting was added at Settings > Workspace > Parts > Inventory > Remove if empty, which is enabled by default to keep the current behavior. However, users can now uncheck it in case they'd wish to keep the inventory itself even if its quantity is reduced to zero. This might be useful to keep a reference to the location of where that part should be stored at.
• Parts data can now be grouped by Internal PN
• [fix] Chance for maximum stack call size exceeded error when exporting a table into CSV format
• [fix] Chance for planned inventory not to be tracked once parts are added into a purchase order from a purchase list

• API: idCode and dateCode can now be passed when creating or editing inventory
• Inventory barcodes include the idCode and dateCode in the meta field (bold text)
• [fix] Chance for go-to production build not to work
• [fix] Quantity fields not being correctly sorted
• [fix] Chance for barcode not to be updated when keeping the part's tooltip visible and changing the currently selected part
• [fix] Status fulfillment not displayed in the Production column under the Products tab
• [fix] API: POST /part/{part_id}/inventory not working
• [fix] API: GET /ui/goto not working
• [fix] API: data in the UI not being rerendered after changing data through the API
• Some other small UI improvements

• v2.10 was originally released with some performance issues. This update fixes that and performance should be now at least the same, if not better, as in v2.9.26
• Similarly to what's available in the Pricing & Availability table, when checking for parts availability through production plans you can now set the procurement criteria (procure all parts or only if needed), stock source can set from available or from the stock balance and inventory restrictions can be applied for the selected production plans. When selecting production plans for a single product, the inventory restrictions (if any) are automatically set from the product.
• Column Procure Qty was added in the production availability table to highlight the quantities to be procured depending on the chosen criteria (as explained above)
• [fix] Chance for parts not to be displayed in the production availability table
• [fix] Chance for storage to be empty after syncing a Team Workspace for the first time (initial load)
• [fix] Document's category not being displayed in the Documents table
• [fix] Erratic behavior on quantity inputs

• Improvements on syncing: a progress is displayed when changes are pending (pulling from server). This is especially relevant when loading a Team Workspace for the first time as the initial setup time might take longer. Initial load should also be faster.
• Some UI changes on app's footer: the counters can now be hidden
• Purchasing tab in Parts > Details is now back
• [fix] Chance for purchase lists and orders to be incorrectly filtered (using filters from v2.9)
• [fix] Chance for creating a build for the wrong product

• Significant improvements on initial setup time when opening a workspace
• Barcode labels: smaller barcode which encodes the label's title can now be removed/hidden through Settings > Barcodes > Hide title barcode
• Available by column added to the Procurement table so you can see by which date quantities should be available
• [fix] Chance for the app to enter into read-only mode even if authenticated and with write permissions
• [fix] Pagination: page index not resetting after page count becomes lower than the current index
• [fix] Context menu items enabled on grouped rows when they should be disabled

Once a Workspace has been opened with this version of the app, you won't be able to use it in earlier versions. This is because v2.10 introduces concepts and data types that previous versions don't know how to deal with. Always make sure to backup your data before updating the app.

• Newly redesigned and rewritten documentation website
• Units of measure: you can now track things that are measured by its length, area, volume or weight (learn more)
• Parts can now have one of these categories: Electrical, Mechanical or Consumable (learn more)
• Role-based permissions on Team Workspaces (learn more)
• Projects have been renamed to Products
• Improved production planning and parts procurement (more on this below)
• Lowest state of a product build is now allocated (previously planned) as there's now production plans
• Inventory can have its own unique ID code (e.g. code that uniquely identifies a reel)
• Barcode labels now include a second barcode which encodes its title (e.g. part number, storage location's name, etc)
• When manually adding rows in a BOM, a part can be immediately picked to be assigned
• Custom fields of type option can have a background color, depending on its value, for easier visual identification
• When moving parts from a purchase list into purchase orders, purchase orders that are still open for the selected can be picked instead of creating new ones
• Parts can be directly Add to... purchase orders (useful when you don't need to find quotes for certain parts, which in case of purchase lists you are required to)
• Only for sale parts be added into sales orders and sales-only suppliers
• Several UI and UX minor improvements
• [fix] When picking inventory for generic parts in production, respect the Default sorting (by default, parts with the lowest stock should show up first)
• [fix] Unable to export the History table into CSV or JSON formats

Better Production Planning and Parts Procurement

In previous versions, missing inventory was checked against currently available stock and on a per-project basis. Inventory would only become unavailable only when reserved, or actually used, on a given project build. This made it difficult to tell if you'd have enough stock to build multiple projects at a single time which eventually use parts in common.

Better than checking currently available stock is to check your stock balance. This way, even if you don't have any stock available but already have it planned (e.g. on a purchase list) and don't have anything that is meant to use it (i.e. not allocated to any production build or sales order), then you probably don't need to buy or produce more of it in case that incoming stock (i.e. planned, on-order on in-production) is already enough. In other words, if you are overstocking and that extra quantity is enough to fulfill your needs, then you don't need to procure more of it.

Another improvement is being able to schedule production through production plans. A production plan describes a need to build a product in a given quantity by a given date. This way you can plan production for the whole year if needed. Production plans create planned inventory. At any given time you can then select the production plans you actually want to allocate into production and for which you'd want to check for missing inventory so you can procure it.

The app will tell you which plans can be built, if partially, in full or not at all (i.e. not enough parts to build a single unit). You can also see which exact parts are missing and in which quantities.

A single production build can be created from several production plans for the same product and revision. If it's possible to build a fraction of the desired quantity without having to procure parts, the app will create two builds: one that can be built as soon as possible, and another one that will have to wait for parts now being procured.

Procurement itself is also done automatically: the app will tell you which missing parts will be added into purchase lists or, in case of sub-assemblies, for which parts production plans will be created. On the other hand, you can also see on the production builds which parts have been automatically procured.

You can read more about this in the documentation website. If you still have questions, please get in touch!

• [fix] Chance for cannot read property type of undefined error when starting the app

• [fix] Not able to finish a project build (MAKER plan only)
• [fix] Chance for inventory move between locations to fail
• [fix] Inventory not being imported along with parts

• [fix] Project revisions on drop-down boxes sorted by creation date instead of alphabetical order
• [fix] Chance for Stock to show up as 0 in the BOM table
• [fix] BOM view selector not visible in the Pricing & Availability table
• [fix] Storage: chance for inventory not to show up when (no storage) is selected (inventory in storage locations that have been removed won't show up)
• Other small UI and UX improvements

• Projects with a Customer can now source inventory from locations that belong to others. This can be set through the Inventory Restrictions dialog. Previously, only locations that belonged to the Customer could be used to source inventory.
  
  
• BOM: Designators has its own search box yielding more accurate results when compared to the fuzzy search
  
  
  
• The app is now using the new Nexar API (formerly Octopart API)
• API: deliveryDate can be passed on /sales_orders write endpoints
• [fix] Going to part whenever adding a new Part through the Part Finder dialog

• [fix] Chance for closed items in a purchase list to still show up as planned inventory
• [fix] Don't show quote issues for closed items in a purchase list

• API: DELETE method added to /projects endpoint
• API: when deleting an in-house part, its projects (if any) are also deleted
• [fix] When bulk exporting barcode labels into PNG or PDF, chance for barcodes not to be present in the image
• [fix] Unable to manually add inventory of a specific revision to an in-house part

• [fix] CSV import: reset mappings when file is reloaded
• [fix] Pricing & Availability table setting different quotes when repeatedly auto-assigning quotes (chance for picking quotes with invalid MOQ or without stock)

• [fix] Table not scrolling into item when going-to it in a page other than the first one
• [fix] Unable to edit price on a price break

• When inventory is manually adjusted to zero, include the Comment (if entered) in the history log
• [fix] Chance for Tolerance not to be filled in when using the auto-completer on Parts
• [fix] Chance for infinite loop in Suppliers > Quotes table

• Purchase orders: the exportable Cart for Mouser uses commas as delimiters (previously, the pipe operator | was used)
• Ensure a Lot gets a reference for inventory that belonged to it but no longer exists
• Prevent logging out user when trying to access a local workspace that's already in use
• [fix] Unable to check/uncheck combo-boxes in parts group edit dialog
• [fix] Printing barcode labels: if using a custom PDF print command, don't check if a default printer has been set

• Purchasing: a part cannot be replaced if the item or the purchase list has been closed already
• Project builds: new setting under Workspace allows project builds to transition to the in-progress state whether inventory for at least one part has been reserved or when at least one part has been assembled
• [fix] Barcodes: chance for the configuration button not to be visible, when the search field text, when set, is too long

• Manufacturer field can be set for all part types except generics
• Part dialog remembers last used (when creating a part) part type
• [fix] Quotes: when Lowest price quotes is set in settings, chance for a valid quote not to be picked
• [fix] Chance for default value not to be set on check-boxes

• When selecting a grouping row, if it has a single row under it, select that row instead. This avoids having to expand the grouping row to select the single row under it.
• Table Views can now be reordered (drag-and-drop) in the Views selector
• When importing prices, if the currency is not specified, the default preferred one is used instead
• Filters are now remembered when restarting the app. This way, if a currently selected table View uses filters, that view is also preserved.
• [fix] BOM: Rev value not being correctly exported into CSV
• [fix] Filters: not working properly for fields with modifiers (i.e. =, >, etc) once the clear filters button is pressed
• [fix] When editing a field of type AppElement, default value not being displayed
• [fix] Chance for table headers order not to be saved after reordering them
• [fix] Chance for crash when removing projects with in-house parts (when project Details tab is open)

• BOM preferences: assign first match setting added. By default, when importing a BOM the app will only assign a part if it finds a single matching one, otherwise it presents you with all possible parts that can be assigned to a row. By enabling Assign first matchthe first matching part is always assigned, regardless of how many other parts were also matched.
• Table body's text color slightly dimmed
• Performance improvements on listing parts under Storage
• [fix] Default value not set when editing a boolean custom field

• All unit prices or costs are now displayed with 4 decimal places
• Purchasing: purchases orders (POs) can now be created from a purchase list (PL) without the need for all items in the PL to have a quote assigned. Purchase orders are created for all items that currently have a quote assigned. This allows you to create POs faster, not having to wait for a PL to be fully quoted. When items on a PL have been moved into a PO, they are marked as closed and displayed with a striped background for easier identification.
• Purchasing: on purchase orders, Unit Price can now be edited (previously, only the Total Price). When editing the unit price, the total price is automatically updated according to ordered quantity. Likewise, when updating the total price the unit price is also automatically updated according to ordered quantity.
• [fix] API: usePartAttrition not honed when creating a project build

• [fix] Crash when displaying the Alternates table on Part details

• [fix] Unable to edit number cell values

• Custom fields that have the same name (belonging to different app elements - e.g. part, project build item, etc) get the name of the app element they belong to displayed on table headers so they can be distinguished
• Parts: description in the details panel breaks lines, so new lines are correctly formatted
• [fix] Ctrl+A (select all rows) not working if caps lock is active
• [fix] BOM: row numbers getting out of order after restarting the app (only when importing the BOM via CSV file)
• [fix] Production: unit cost of generic parts not being taken into account when estimating production's unit cost

• BOM: in-house parts without a project are not marked as Sub-assembly
• Production: after consuming inventory, if the available quantity is zero and the inventory is not reserved for anything else, remove the inventory itself
• Filters: number of filters set is displayed next to the Clear all filters button
• History: inventory removed logs display how / where it was removed from (e.g. during production)
• [fix] Some filters on the Parts Finder dialog not working
• [fix] View selector not saving filters in the Production tab
• [fix] Production: sorting by Assembled? not working as expected
• [fix] Unsaved changes dialog popping up after saving Notes on a project revision or project build
• [fix] Parts: when manually creating parts and changing the part's type, unset previously set fields that don't exist on the currently selected type

• Projects: when creating a new project, and an in-house part through it, the app now checks if the Part Number already exists
• BOM: when defining Designators, whitespaces can no longer be used as a delimiter (instead, commas and semi-columns should be used - e.g. "C1-10, C20" or "R1;R2;R3")
• BOM: when importing a BOM, Designators is no longer a mandatory field
• When picking inventory sources in production, listed parts have a tooltip for better identification
• When creating a custom quote, a Supplier PN can be defined, if the part doesn't exist on the selected supplier yet
• When exporting tables, you can now enable/disable row numbers to be present on the output file (CSV or JSON)
• [fix] Purchasing: received on and ordered on being set to today's date by default when importing a purchase order
• [fix] Pricing: quotes for generic parts not being correctly sorted by price
• [fix] Documents: not able to change Category
• [fix] Tooltips hidden under modals
• [fix] Chance for Team Workspaces not to re-render data as it gets updated/synced

• API: CORS can now be configured by setting the environment variable BOMIST_API_CORS, with multiple hosts separated by a comma (e.g. BOMIST_API_CORS=http://localhost:3000,https://mywebsite.com)
• [fix] BOM: not able to pick inventory revision for in-house parts that don't have a project
• [fix] Production: stock not being updated for alternate parts when marking items as assembled
• [fix] Storage: empty values when grouping inventory by Storage
• [fix] Auto-updater: popup with Install now button not showing up

• Pretty much every link in the app has now an info popup when hovered (previously, only parts)
  
  
• Purchasing: items not received on a PO marked as received have a striped background to easily identify those parts in the PO
  
  
• Inventory: when manually adjusting inventory on a storage location that is marked as full, a warning is displayed
• [fix] Finding parts dialog: Add button always disabled
• [fix] BOM: when auto-assigning parts, Package and Value on the BOM not being overwritten by the assigned part's Package and `Value
• [fix] Production: when reserving/unreserving a generic part, stock wasn't being updated for the chosen alternate part

• [fix] Production not showing up
• [fix] BOM: issues not being displayed once the table is rendered
• [fix] BOM: chance for importer to fail matching parts when CSV file uses non-UTF8 encoding

• Suppliers: custom quotes can now be displayed on a table (previously only on the Details panel) which can then be exported into a CSV or PDF file. When using suppliers for sales-only, this can be useful to share your own prices with a potential customer in one of those formats.
  
  
• Suppliers: the way suppliers and custom quotes are imported was a little bit refactored: some fields changed name and Supplier PN is now optional. An example file that can be imported is available here.
• [fix] API: /search not working when IDs were passed
• [fix] Team Workspaces: several offline detector messages stacked up when resuming the app back from idle/sleep mode

• Availability column is now available on Purchase Lists as well (before, only on Projects > Pricing & Availability)
• When exporting tables into CSV and JSON, row numbers are always included (if present on the original table)
• Storage combo box items now display the storage location's description and owner (if available)
• Tables: number of selected rows is displayed on the bottom of the table
• [fix] Failing to import a workspace for which a custom Company Logo has been set
• [fix] Go-to Sales

• [fix] Unable to export table that includes the Alternates field and parts with alternates
• [fix] Purchasing: when auto-assigning quotes, chance for not picking the cheapest one
• [fix] Generic parts: on Parts > Details > Inventory hovering an alternate part would show info about the generic part itself and not the alternate one

• Significant improvements on performance
• New stock/inventory concepts: Available, Allocated, Planned, In-production, Stock Balance
• Custom Lots
• Projects: parts can now be auto-assigned on the BOM table (before auto-assignment would be attempted only upon importing the BOM)
• Parts data (description, package and value) for already existing parts can now be auto-completed (before, only when manually creating them)
• Team management can now be done through the app (instead of the website)
• You can now increase quantity on a Lot, but since that might lead to traceability loss a warning is displayed and a comment must be provided briefly explaining the adjustment
• Pricing & Availability: table includes a column indicating the availability on the selected supplier
• Inventory Value Report now uses Stock On-hand (instead of Stock Available)

New Stock/Inventory Concepts

The biggest change in this release is the addition of new stock/inventory types to track its specific usage and/or requirements.

• Allocated: inventory that is required in a project build or sales order. It represents a need for it, regardless of if you are able to fulfil it or not.
• On-hand and Available: what was before called on-hand inventory has been renamed to available and now the Stock On-hand represents all the inventory that you in fact have on-hand (i.e. either Available or already Reserved for project builds and sales orders)
• Planned: this represents all the inventory included in open purchase lists and purchase orders.
• In-production: this represents inventory that is in-production (i.e. the project builds and their batch sizes)

Except for the Available inventory, all other types of inventory are generated automatically by the app. For example, when creating a project build, in-production inventory is created for the in-house part the project build refers to and allocated inventory is created for all the parts that are used in its BOM and according to the project build's batch size. Stock Available remains the only type of inventory you can manually adjust.

Before, the parts Stock field would represent Stock Available + On-order whereas now it represents Stock Available + Planned + On-order + In-production. Essentially, it represents the stock that you have currently available plus the one that is incoming. In a similar fashion, the `Stock Allocated" represents outgoing inventory.

Additionally, Stock Balance represents all the stock that is available and incoming (planned, ordered or in-production) minus the stock that has been allocated. This should provide you with a useful insight on whether you are stocking more inventory than you need (overstocking) or the opposite (understocking).

Team Management

Team members can now be invited to or removed from a Team Workspace through the app (before, only through the website).

Through this dialog you can also set the company's logo which will be set globally for all the team members using the app. If you currently use a custom logo, you'll have to re-upload it though.

Autocompleting Parts

Parts with missing description, package or value? You can now autocomplete them in two clicks:

Custom Lots

So far Lot could have been created either when received parts on a purchase order or when finishing project builds. You can now create custom Lots which are not associated with any specific entity in the app. Custom Lots can be created either manually (through the UI) or by importing parts with a Lot field defined.

• [fix] Filters: chance for the fuzzy search not to show all results that are valid
• [fix] Settings: not able to unset default printer

• Generic parts can be added into purchase lists but when a quote from one of its alternates is selected, the generic part is replaced by the one from the quote
• [fix] API: not able to delete data
• [fix] API: when moving inventory, if moving the entire quantity into a new storage location, don't create a new inventory; instead, only the storage location is updated
• [fix] API: when adjusting inventory, remove the inventory itself if quantity is reduced to zero

• [fix] API: items not being created when creating a project build

• [fix] API: part not being correctly assigned when creating a project build

• [fix] Multiple row selection not working properly when data is grouped by a field
• [fix] Unable to change Rev for BOM entries
• [fix] Chance for empty inventory lines on the Storage > Inventory table

• BOM: double-clicking on a BOM entry with a part already assigned opens the edit dialog
• [fix] When exporting barcode labels, grouped rows not being ignored
• [fix] Cloning parts: some fields not being cloned
• [fix] Chance for being unable to manually edit BOM designators

• [fix] When manually changing BOM designators, update the Quantity field so the correct value is returned by the API (irrelevant for data displayed on the UI)
• [fix] API: data returned by the API containing the : character being scrambled
• [fix] Chance for inventory data not to be deleted when removing the parts they refer to

• Part Number has a go-to link on tables so you can simply click it instead of hovering it and clicking Go to Part
• Data on Lots can now be grouped by Reference
• [fix] API: chance IDs passed on a request's payload not being parsed correctly
• [fix] Tables: Copy > Cell adding quotes to copied text

• [fix] API: unable to set BOM entry designators
• [fix] Chance for crash when a value in the Prefixes column on a BOM table is invalid

• [fix] API: part not found when creating a project or assigning a part to a BOM entry

• Parts can now be imported with a negative value on Stock. It's not possible to remove more stock than the only available though (i.e the app prevents negative stock).
• When importing parts an Owner field can now be passed along with Storage. The Customer # should be used to identify the owner. Whether the Storage already exists or it's created during the import process, the storage's owner is set to the passed one, if found.
• Sales: a Rev can now be set for in-house parts included on sales orders
• [fix] Chance for custom quotes created through Sales not to be added into a sales-only supplier
• [fix] Inventory table: Customer column renamed to Owner
• [fix] When importing parts, prevent stock to be set for generic parts
• [fix] Prevent generic parts to be imported on purchase orders

• Barcode settings: wildcard $doc added into the custom PDF print command, which is replaced by the full document instead of simply its data
• Storage: data on inventory table can be filtered by its Status (reserved or on-hand)
• [fix] Wrong IDs on data passed to custom PDF print command ($data wildcard)
• [fix] Chance for barcode to disappear when barcode max. width is set to an invalid value
• [fix] Unable to export inventory value report into PDF

• API: performance improvements on endpoints that use ids
• [fix] Chance for data not to be removed (most noticeable on Team workspaces)
• Small UI improvements

• When checking for missing inventory on a BOM, you can now set the order in which the app tries to fulfil required quantities: lower or higher quantity items first. Previously, inventory would be checked for lower quantity items first (which still is the default). This can be set through the BOM preferences dialog (available under Projects and Production)
• Generic parts not allowed in purchase lists
• [fix] BOM failing to export
• [fix] BOM: keep items order / row numbers when generating a project build
• [fix] Copy to clipboard failing when exporting a table
• [fix] Reserved inventory not being unreserved when removing sales orders or sales order items

• [fix] Storage: inventory table showing the Worth for the total stock and not for the quantity available in the corresponding inventory location

• Storage: Customer field renamed to Owner
• BOMs: when finding matching parts, if Value is defined but it's an invalid SI value, the app tries to match parts also ignoring it
• API: when adding or adjusting inventory, allow to pass a comment
• [fix] API: id not being included on GET /labels response
• [fix] Pick alternate part's dialog: some columns not being displayed
• [fix] Projects: when reverting a project build, chance for the app not to find the previous resulting inventory, when it should as it hasn't moved since then
• [fix] macOS-only Shortcut ⌘ + Y (instead of ⌘ + H) to go-to History

• Inventory tables include Created by, Modified by, Created at and Modified at columns
• API: version now matches the app's version
• [fix] API: part must be passed when creating a purchase order item

• Column selector keeps the scroll
• Projects table: production field (how many project builds are in production and in which state) now is exported into CSV as text
• [fix] Workspace settings: dialog scrolling to top once a setting was changed
• [fix] Labels: create a label under another with the same name as an existing one
• [fix] Importing trees (e.g. labels): consecutive imports failing
• [fix] Chance for context menu not enabling some items

• API: restrictions.customer can now be set on /storage
• Storage inventory table now also lists reserved inventory (before, only on-hand)
• [fix] Inventory report value: chance for wrong value when using inventory restrictions
• [fix] Unreserve inventory whenever removing projects or project revisions with project builds in progress

• Project builds: can now be reverted from assembled to in-progress
• [fix] Project builds: chance for reserved inventory not to be consumed

• Row alternate colouring can now be enabled/disabled through the Alt-A shortcut
• Parts: when bulk editing parts, Unit Cost can now be edited
• Generic parts: the Supply Chain tab is now available, showing available quotes for all parts listed under the Alternates tab of that generic part
• Factory lead time is now displayed on quotes (if available). This information comes from Octopart and doesn't account for stock that might be already marked as on-order by the supplier and with estimated delivery dates
  
• When removing a Project, ask to remove the corresponding in-house part as well
• [fix] Purchase lists: quote being unset on currently selected item and when switching tabs
• [fix] Scroll on tables not being saved

• On tables with sub-rows (e.g. BOM with sub-assemblies), Filters can now search for data on those sub-rows
• [fix] Sub-assemblies being automatically expanded (flatten view) on BOMs when Multi-level is selected

• Inventory barcodes can be used to look up the part it refers to on a table (instead of a specific inventory item itself)
• [fix] Inventory barcodes not going-into inventory
• [fix] Context menu using previously selected items
• [fix] Sales orders: stock not being updated on reserved items after marking the whole sales order as delivered

• You can now generate barcode labels for inventory, which include current storage location
  
  
• When individually moving inventory through the Storage > Inventory table you can now move partial quantities
  
• [fix] Context menu incorrectly disabling some menu items
• [fix] API: part.alternates, part.forSale and part.sellingPrice can now be updated

• Some improvements affecting table performance
• [fix] Purchase order: total and unit prices not updated if quantity is set to zero
• [fix] Parsing USD prices including the dollar sign
• [fix] API: POST /parts/{part_id}/inventory, storage, lot and rev not being correctly parsed
• [fix] Issues: not able to copy cell containing message
• [fix] Sales: chance for infinite loop

• [fix] Chance for a RangeError: Maximum call stack size exceeded error when using the context menu

• Storage is now represented through a table while names are still displayed in a tree-like structure. This allows for other storage-related fields to be displayed individually bringing all the features you already know from tables (e.g. sorting, grouping, etc)
  
• Storage can now have custom fields
  
• Some statistics about inventory in storage location is now displayed at the bottom of the table
• Multiple inventory items can now be edited at once
• [fix] Parts: auto-completer not showing up when manually adding parts
• [fix] Settings > Workspace > Labels table scrolling into the just selected item

• Significant performance improvements when editing a single item in a BOM or project build item (shorter loading time after item has been changed)
• Barcode scanning: prefix 1P from ANSI MH10.8.2-2016 format is automatically parsed without having to enable one-shot scanning mode
• BOM: when matching parts, parts can be matched simply by Value (before, Package must be defined if Value was also defined for the app to come up with a part match or suggestions)
• Generic parts: Unit Cost can now be defined for generic parts and used if the generic part doesn't have any Alternates yet. In other words, this Unit Cost works as a fallback value so you can price BOMs containing generic parts, even if these generic parts don't have their own Alternate parts yet.
• [fix] Chance for picking an alternative part without selecting one, effectively picking some undesired part
• [fix] Chance for database not to sync once a computer is back from sleep mode
• [fix] Filters: search text saved when switching tabs

• Projects can now be associated with a customer, meaning the project belongs to that customer
• Storage locations, and so the inventory in it, can now have a customer associated with it (i.e. its owner). Inventory in storage locations restricted to a given customer can only be used in projects and sales orders that are associated with the same customer.
• Improvements on parsing SI values, avoiding text that doesn't include an SI value to be incorrectly parsed
• [fix] Barcode scanning: searching on own tables with vendor-barcodes
• [fix] Project builds: items being reordered after replacing a part or changing assembly quantity
• Other small UI/UX improvements

• Multiple storage locations can now be selected. This enables the Move to... and Barcode label actions to be used for multiple storage locations at once.
• When scanning a barcode, if nothing is found a notification popup is shown
• [fix] Autocomplete popup showing up when editing a part
• [fix] Chance for editable widget not hiding after saving or cancelling (e.g. when changing quantity on a purchase order item)
• A few other small UI/UX improvements

• Barcode scanning improved. Items can be looked up in currently visible tables (e.g. a part in a purchase list) and multiple items can be selected as barcodes keep being scanned. Parts can be created or inventory added to them by scanning barcodes.
• Vendor-barcodes (e.g. Mouser, Digi-Key) are now supported. You can learn more about it in the Learn section.
• Add to... context menu added to project build's table
• API: history can now be searched through the /search endpoint

POST /search
{
    "selector": {
        "type": "history",
        "history.refDoc.sid": "pa_N4Un4YfmtcAKTBRKuPFEun"
    }
}

• [fix] Barcodes: basic and minimal formats being exported with wrong margins
• [fix] Custom quotes: wrong currency showing up in the Custom Quote dialog

• Purchase orders can now be created manually (instead of being created only through purchase lists) and items can be freely added or removed from it. This might be useful when you want to manually create and track a PO on a single supplier, without having to rely on available quotes.
• [fix] BOM: part matching not working correctly when using non-text custom fields as fields to match (BOM preferences)
• [fix] BOM: view type (single/multi-level) selector not showing up
• [fix] Sales: update sales order delivery date whenever sales order is marked as such
• Few other minor UI/UX improvements

• API: belongs_to field added to elements that belong to other elements in the app (e.g. project revisions belong to projects)
  
• [fix] Parts: when manually creating a part, copy-pasting text and selecting an option from the autocomplete popup, the text was not being saved thus not allowing to manually create a new part
• [fix] Unreserve inventory from the inventory table

• [fix] Part auto-complete not working when manually creating a part
• [fix] Chance for initial inventory quantity to be set as text when manually creating a part
• [fix] Project build not being highlighted after scanning barcode label

• Parts: specs (in the Details tab) are now grouped by category
• You can now include links in Markdown text (notes) that go-to things on the app. A few examples:

  [Link to Part](/goto:part.mpn:ATMEGA328-AU)
  [Link to LOT946877843](/goto:lot.code:LOT946877843)

• Table views are now synced in the TEAM plan (you might have to edit them for this to come into effect)
• New shortcut to Adjust Inventory when the inventory table is displayed and one inventory item is selected: Alt+I (or Option+I on macOS)
• Documents can now be edited through the context menu
• Documents can now be saved into a folder anywhere in your file system (right-click - Save... - To folder)
• [fix] Project build details not showing up when switching tabs
• [fix] Only the first alternate part showing up on BOMs
• [fix] Custom quotes not showing up for generic parts
• [fix] Chance for reverting / marking as received a previously selected PO

• Parts: when manually creating a new part, if initial inventory quantity is set to zero, the inventory is still created in the specified storage location (before, it would be ignored)
• Storage: parts table include parts and inventory custom fields
• Custom fields: sales orders and customers can be set as an App Element field
• Custom fields: all field types except URL, number, price, date and SI value can be grouped-by by default on tables
• Purchasing: Unit Price and Total Price columns available on open purchase orders
• [fix] Export: ensure part numbers and other relevant fields aren't trimmed (text larger than the column's width) when exported into HTML or PDF
• [fix] Import tree-structured data: node names including spaces not being parsed
• [fix] Missing info when exporting project builds into HTML or PDF

• Production tab: you can now see all project builds in a single tab, instead of having to go to each project individually
  
• BOM and Project Build table now include some statistics at the bottom (see below)
• Project builds: production cost is now displayed at the bottom of the table and a warning icon will show up if some of the items don't have a unit cost defined
• Parts: Add Inventory shortcut added (Ctrl+I or Cmd+I), the Add Inventory dialog shows up for the currently selected part
• Inventory table: double-clicking an item will open the Adjust Inventory dialog
• Custom fields new type: URL
• Documents can now be sourced through an URL (previously, only from the file system or workspace)
• [fix] BOM import: data from fields that had to be manually mapped not being imported

• [fix] Preferred currency falling back to EUR
• [fix] Storage not being highlighted in the tree after scanning a barcode label
• [fix] Storage Move to... parent node being selected instead of the just moved storage location

• Parts: immediately validate Part Number, Manufacturer and Internal PN whenever the values change on the Part dialog (before, validation would occur only after pressing the save button)
• Filters: focus on the Search input once filters become visible
• Inventory: the inventory table (under Part details) now has Filters
• Project builds: whenever marking items as assembled, you can now specify an assembled on date
• Export: prices can now be exported as floating-point numbers (currency is omitted) - this is configurable through Settings > General > Export > Prices as floats
• [fix] Storage: UI freezing after using the Move to... dialog
• [fix] Purchase order: update part's stock whenever changing Order Qty on an ordered purchase order
• [fix] API: GET /labels/<label_id> and POST /inventory/<inventory_id>/adjust_qty endpoints

• [fix] Export barcode labels through right-click > Barcode Label dialog

• Project details: from now on you can also add documents and notes to specific project revisions and build (before, only to the project itself) as well as generate a barcode label for project revisions and builds
• Barcode labels can now be copied into the clipboard
• Part details: other (custom) fields can now be displayed on the Parts details; the Show/hide specs link was renamed to +/- specs and to display additional fields a similar link, +/- fields, was added
• [fix] Export barcode labels into PDF
• [fix] Not being able to edit custom fields of project builds

• When importing or creating new parts, check for part duplicates that aren't of type outsourced. While outsourced parts are considered unique given its Part Number + Manufacturer pair, other types are checked for uniqueness though its Part Number only (case-sensitive)
• When importing parts, data for existing parts can be ignored
• [fix] Error on exporting tables into CSV
• [fix] Not being able to clear an option (custom fields)

• Sales management: you can now keep track of sales orders and customers through the app. The workflow should feel familiar when compared to other elements of the app and with project builds in particular. Similarly to project builds, inventory must be first reserved on a sales order before it can be marked as delivered. When a sales order is fully delivered, stock is automatically removed from your inventory. Parts can now be marked as for sale and a fixed selling price can be defined. You can also create sales-only suppliers to define price breaks for those parts. Quotes listed under sales-only suppliers are available only in sales orders
• Other costs: you can define other costs in sales orders (e.g. shipping, one-time fees, etc)
• Sales-only suppliers: you can now define custom quotes under custom suppliers that are used only on sales-orders
• Parts: Stock Reserved column added
• Manufacturer PN has been replaced by Part Number: this is to avoid confusion as this same field is used to define the part number of in-house, generic and asset parts, which might not have a manufacturer (or rather, there's need to specify one)
• Filters: data can now be filtered by issue type (error, warning, info or none) - whenever available
• Importing CSV files: the CSV file can now be reloaded or replaced by another one when importing data
• [fix] Scroll to item whenever "going to" it
• [fix] Filters: boolean fields not working

• Several improvements on tables performance
• Supplier PN is now required when importing custom quotes
• [fix] Row on main table sometimes not being highlighted whenever clicking on an issue it refers to
• [fix] Remove duplicates when listing all available supplier names

• When receiving items on a PO, storage location is remembered (if storage method is set to global)
• Storage tree: current selection is cleared whenever clicking somewhere outside the tree (but still in the tree widget) - the only way to clear selection so far would be through right-click > Clear selection
• [fix] Filters: filter being cleared whenever searching for parts in the Find Parts dialog
• [fix] API: OpenAPI/SwaggerUI path parameters added
• [fix] API: endpoint /storage/(storage_id)/inventory always returning an empty array
• [fix] Export tables containing due-date Date fields
• [fix] Row numbers in the part match suggestions table

• Project build's code can now be set whenever creating a new build, and can also be edited alongside its custom fields.
• [fix] Chance of infinite loop whenever Filters would come up as visible (e.g. manually assigning a part in a BOM)
• [fix] Unable to resize some tables columns (e.g. documents table)
• [fix] Popovers showing up on top of dialogs when they should instead disappear

• Improvements on auto-assigning quotes. The lowest price quotes are now picked by default. If the price is the same among different suppliers, the quote from the most preferred supplier is picked. Previous behaviour (picking the lowest price quote from the most preferred supplier, if available) can still be enabled by unchecking the Settings > Workspace > Lowest price quotes. The criteria to pick the best quote also changed: it will first try to pick a quote that has stock available on the supplier, then proceeding to the ones without enough stock but where target quantity is within MOQ, and at last falling back to the cheapest quote (if) available. This kind of sorting can be verified through the Available Quotes widget.
• Part info popup can now be expanded so you can see Inventory, Supply Chain, Documents, etc for that part
  
• Part alternates listed on tables can also be hovered in order for the part info popup to show up
• Purchase Lists: rows with assigned quotes are now highlighted to make it easier to distinguish them from the ones without one
• [fix] Assigning quotes: quote being removed just after being set
• [fix] Shortcuts: zoom-in (Ctrl-+) on US keyboard layouts
• [fix] Issues: reference to row numbers
• Several other small UI/UX improvements

• Filters on pretty much all the tables on the app (i.e, where they matter)
• Filters can now be filtered themselves, so you don't have to look for the exact one you want to use
• Parts table: display attrition even when set to zero
• Parts: when importing Tolerance the value is now cleaned so it can include other characters besides the number and still be correctly parsed into a number
• Purchasing: Add to... context menu added to PLs and POs. This can be useful to "duplicate" PLs, by adding parts from another list into a new one.
• [fix] Tables: jumping scroll
• [fix] Lot: barcode labels wrong expiry date (set as current date)
• [fix] API: export barcode label (custom data)
• [fix] Purchase orders: save custom fields when importing a PO
• linux-only [fix] Unable to open workspace
• Several other small UI/UX improvements

• Table views. Tables can have a lot of columns. You can even add your own through custom fields. This might result in too much data on the screen and you might end up toggling which columns you want to set as visible quite often. Table views allow you to save the current table configuration so you can easily switch between them. A table view contains info about visible columns, columns order, columns width, sort by and group by settings and also filters. Views that include filters will have an icon next to it indicating so.
  
• Parts: Low stock filter added to part Filters, under the Stock field. This lists both out-of-stock and low-stock items. Non-stocking parts are ignored.
• Custom fields: you can now add custom fields that point to some element in the app
• Projects: the Sources column is now exported into human-readable text (instead of text representing JSON data)
• [fix] API: IDs passed when updating data (PUT endpoints) are now correctly set
• [fix] Update BOM pricing whenever custom quotes (price breaks) are updated
• [fix] Editing actions on grouped rows are now disabled
• [fix] Reorder columns on large tables: last columns couldn't be reordered
• [fix] Shortcuts: zoom-out / decrease tables font size
• Other small UI improvements

• Multi-level BOM is now available under Project Builds
• The quantity of ordered but not yet received items on a Purchase Order can now be edited
• Tree-structured data can now be searched (e.g. Labels)
• Adding parts into a Purchase List or Supplier: a dialog now allows you to add a specific quantity for each part and will let you know the quantity that already exists in the destination Purchase List or Supplier
• Custom print command, set through Settings > Barcodes, can now include the $data wildcard. This is useful when using custom scripts to generate your own barcode labels, where $data is replaced by base-58 encoded data of the object (part, storage or lot)
• Shortcuts to increase/decrease table font size added: Ctrl +/- or Cmd +/-. Row height increases/decreases with font size.
• Inventory dialog: previously used storage location is now remembered
• Parts: data can now be grouped by Manufacturer PN. This is useful to find out parts that have the same Manufacturer PN but different Manufacturer. The API would also be useful for such a task though.
• [fix] Part Usage quantities and group by Project Revision
• [fix] Scroll orientation on Filters and Available Quote has been set to horizontal instead of vertical. Improvements on macOS.
• [fix] Tables: content overlaps column's width from a certain width. When increasing a column's width, the next columns are now pushed further to the right. The table will still try to fill up all the available horizontal space whenever possible.
• [fix] When renaming a Project Revision, re-render dropdown box

• Tables: collapse / expand all rows whenever data is being grouped by at least one column
• [fix] Project builds: missing stock of parts used in multiple rows
• [fix] Ensure workspace is closed when closing the app (this was preventing other computers to open a workspace previously used in a different computer)
• [fix] API: error whenever the server or any endpoint is run

• Dropdown lists: options can be navigated and selected by using the keyboard, search input is automatically focused on whenever clicking on a searchable dropdown list
• [fix] History log's description not being displayed inline
• [fix] Prevent inventory being added to a Lot when Lot Control is disabled
• [fix] Ensure Column Selector is visible on hover (some edge cases fixed)
• [fix] Go-to inventory on the Lot items table

• Lots can now be created when manually adding inventory (through the Inventory table) or by importing Parts with the Lot field mapped
• Inventory can be added into existing Lots
• [fix] Some data not showing up (e.g. when receiving items on a purchase order)

Adding Inventory to Existing Lots

There's now a new type of Lot: custom. Before, Lots were created only when receiving items on a purchase order or by finishing a project build. Custom Lots are meant to be used whenever manually adding or importing inventory (through Parts). On purchase orders, items received at different times can now be added into the same Lot. A given Lot, whenever referenced by a purchase order or project build, cannot be used for by anything else though.

• API: writing endpoints and query parameters to filter data added
• API: short(er) IDs are now used (instead of encoded - always different - text strings)
• BOM: two view modes are now available - single-level (same as before) and multi-level (the parts a sub-assembly is composed of are also listed in an hierarchical way). The multi-level view also allows to get a flatten list by grouping data by Manufacturer PN
• Inventory: custom fields can now be defined (through Settings > Workspace > Custom fields)
• Purchase Orders: when importing POs from online suppliers (e.g. DigiKey, Mouser), set the product URL on each item if available
• Tables: grouped by columns are left aligned on the table for easier navigation (expanding/collapsing grouped rows)
• Printing barcode labels: built-in PDF viewer/printer can now overwritten so a third-party app is used instead (e.g. Adobe Acrobat, Foxit Reader)
• [fix] Column selector not showing up on first mouse hover
• [fix] Remove purchased inventory when reverting a purchase order from ordered status
• [fix] When adding inventory, if a storage location is not selected, add it to "unallocated" instead of an existing inventory
• [fix] Storage: some parts not being listed under the "unallocated" node
• [fix] When removing storage locations, ensure inventory's storage location is set as "unallocated"
• [fix] Welcome screen: sign-in by pressing enter
• [fix] Prevent crash in case most recent workspace can't be accessed

A better API

The API got a significant update: you can now use it to create and edit things on the app! Documentation is still served by the app but now it can also be seen here:

API Documentation

Searching capability is also improved as you can now pass filters through most GET endpoints. A few examples:

GET /parts?part.manufacturer=Microchip&limit=10  # get 10 Microchip parts
GET /parts?part.stock={"$lt": 50}                # get all parts that have less that 50 units of stock

This is also a first step on a bigger goal: a plugin system. By making the API more permissible and powerful will allow to create plugins that will bring additional value to the app.

Shorter IDs, Lower Density Barcodes

The API and barcode labels now use shorter IDs. For barcode labels, shorter text means lower density, which in turn results in easier to scan barcodes.

For the API, it keeps things cleaner, as these short IDs are now also "fixed" strings. Before, they were encoded strings, and as such, always different even if pointing to the same thing once decoded. To keep backward compatibility, the current API still accepts older/longer/encoded IDs.

Barcode Labels Printing Issues

The app ships with SumatraPDF on Windows. This is used to print your barcode labels which are first converted into PDF files. Even though for the most part this has been working fine, there have been also a few issues with it, namely poor printing quality and scaling issues on some printers or specific label sizes. To overcome this, you can now override the command the app uses to print PDFs, through Settings > Barcodes > PDF print command.

This allows you to use third-party software such as Adobe Acrobat or Foxit Reader to print PDFs through the app. In order to do so, you'd set a command like this in the settings:

"C:\Program Files\Adobe\Acrobat DC\Acrobat\Acrobat.exe" /s /o /h /t $filePath "$printerName"

Each PDF software also comes with its own shortcomings though. Adobe Acrobat will always open its GUI which might be inconvenient. Foxit Reader will happily run on the background but will add some margins to the labels. Each software also has its own way to configure printing settings (e.g. scaling etc). These settings cannot be passed on the command line, so you'll have to use the app's GUI to print a label first so it will then remember them whenever using the command line later on.

• [fix] Inventory table: on-order inventory not showing up for partially received items on a Purchase Order
• [fix] Project Pricing & Availability: show available quotes for current target quantity
• [fix] Infinite loop when generic part is set as alternate of itself (this would be only possible in earlier versions)
• [fix] Generic part showing out-of-stock icon when it's not
• [fix] When adding documents through the Details panel, don't go to the Document itself
• [fix] Barcode settings: default printer not being displayed

• Purchase lists: create PO even if some items don't have enough stock on supplier (allow backorder)
• New supported units for SI Values: b (bits), B (bytes)
• When creating a Lot (while receiving items on a PO or finishing a project build), ensure the Lot number is unique
• [fix] Parts stock not being updated after importing/deleting a PO (this doesn't affect any other stock calculations in the app)
• [fix] Purchase lists: change item's quantity, editable widget being displaced

• Purchase orders: received on can be set for items when receiving them
• [fix] Barcode scanning: no need to add a line feed/carriage return at the end of the scanned string
• [fix] Purchase orders: Received? field doesn't show up on exported PDF
• [fix] Purchase orders: when creating a LOT when receiving items, use the code written by user and not the default one
• [fix] Custom field String enabling fuzzy search by default even if that option wasn't checked
• [fix] Lot usage: not displaying data

• [fix] Change workspace's name (crash)
• [fix] Change project build item's revision (not working)

• Filters can now be displayed in two different modes (horizontal - same as before - or vertical). The vertical mode allows you to see more fields at once which can be useful when there are more fields than your screen can fit in horizontally.

• The widget used to edit table fields in place now pops out of the table so its not partially hidden by column's width

• Users belonging to a Team Workspace can now use the Sample workspace with access to all features. Previously, full features would be available only on the Team Workspace a user belongs to, other workspaces requiring a subscription to get rid of limits
• Projects: items on a project build are now more editable. The DNP field can be changed in-place and parts can be replaced by other parts (even if they don't have Alternates defined) as long as an item hasn't been assembled or no inventory has been reserved yet

• When exporting a table to HTML or PDF, preserve items background color (e.g. excluded or DNP items in a project build have a stripped background for easier identification)
• Some combo-boxes now have a search field

• Initial workspace setup improved
• [fix] API: inventory/move_qty history log missing locations (moved from/to)
• [fix] Copy BOM: project revisions alphabetically sorted
• [fix] Not being able to vertically scroll some tables after the first render

• Projects can now be automatically created when importing in-house parts (the Type column must be mapped). This option is enabled by default. Similarly, when manually creating an in-house part, the user can opt to create both the project and part or just simply the part itself.

• Type field added to Storage > Parts table
• Project build items can be edited (custom fields only) even if the project build has been assembled already
• [fix] Parts: add alternates
• [fix] Importing data through CSV files (prevent crash)

• History: inventory changed events created through project builds now include links to the project and project revision they are created from (before only for the project build itself)
• History: revert history no longer available
• BOM: allow to set in-house part's revision when importing a BOM through CSV
• [fix] Storage > Parts table: Sock On-hand and Stock On-order displaying incorrect values
• [fix] Project: ask for a part's name (existing/new one) when creating a project
• [fix] Custom fields: showing today's date when due date is not defined

• Project revision can now be set for in-house parts assigned to BOM items. When reserving/picking inventory for assembly on a project build, only inventory from selected revision can be selected (or from all inventory if no revision is set)
• History: multiple items can now be selected
• History: inventory reserved events can now be reverted (if inventory is still reserved)
• Inventory: reserved inventory can now be unreserved through the Parts > Inventory table
• When removing an in-house part, if it has a project associated to it, the project has to be removed first. This makes it harder to delete whole projects by mistake when removing in-house parts
• [fix] When syncing data at start-up (TEAM plan) there was a chance of projects being deleted
• [fix] API: POST endpoints not working

• Custom quotes can now be added also through Parts > Supply Chain
• [fix] Project Pricing & Availability: enable create purchase list button when purchase criteria is if needed
• [fix] Sort by due dates
• [fix] API: GET /purchase_order/{id}/items
• [fix] Project build handle parts that don't exist anymore

• Due dates (custom fields) can now be marked as done when warnings about due date approaching or past due are no longer relevant
• [fix] Project builds: unable to create project build whenever items didn't have production cost defined (not relevant for project build creation)

• Project Pricing & Availability: warnings are now shown with a different criteria. Insufficient stock is now considered as information and warnings about quotes not assigned will show up only if items need to be purchased. Warnings will also be shown if an item's production cost is unknown (no unit cost nor quote assigned)
• Parts: parts can now be edited straight from every table that includes the Manufacturer PN column (through the popup shown when hovering its value)
• API: new endpoints for suppliers, purchase_lists, purchase_orders and lots
• [fix] Project builds: "cannot read property id of undefined" crash when DNP items are present in BOM
• [fix] Purchase orders: some columns not displaying data
• [fix] Purchase orders: update on-order stock when reverting received items

• Projects: Internal PN, Label and Stock On-hand columns added to table
• API: GET labels/{id} endpoint added
• Parts: when removing in-house parts, a warning is shown informing that corresponding projects will be removed too
• Find parts: you can now create and edit parts straight from the Find Parts dialog (e.g. when assigning parts to BOM items)
• [fix] Project build: re-render table with up-to-date stock levels when items are reserved, assembled or reverted
• [fix] BOM: when locked, the quantity of items without designators shouldn't be editable
• [fix] Project build: Qty /unit recalculated when Assembly Qty is overwritten

• Custom quotes can now be added/edited through the Available Quotes instead of having to go through the Suppliers tab
• Filters: when searching by SI values, V, A and W units are now case-insensitive
• Projects: when pricing and automatically assigning quotes, use total quantity of parts used in multiple BOM items
• [fix] Custom fields: not being able to set a custom date
• [fix] Purchase list: change quote one after another
• [fix] Filters: when changing the search modifier from range to something else, filters would stop working
• [fix] Some elements not being re-rendered when saving data

• Custom fields: you can now add custom fields pretty much to every element in the app (previously available on Parts only)
• Filters: added to Purchasing, Suppliers and History
• Filters: you can now filter by date
• Calculate stock availability: previously, when a single part was used in multiple items on a BOM, stock availability was being calculated in a first-come first-served (FIFO) fashion, respecting the of the # column and without any sorting. All items are now sorted by quantity, ensuring that items that have less stock requirements are fulfilled first.
• Notes: when the user view changes while editing notes, dialog shows up asking to confirm to save or to ignore changes
• Import parts: generics and assets can now be imported (as long as the appropriate part Type is passed in the CSV file)
• Purchase orders: a purchase order can be marked as Received even if some items weren't received yet
• Purchase orders: status can be manually reverted (e.g. from Received to Ordered)
• Storage: inventory can be removed directly from the Storage Parts table
• Several small UI improvements
• [fix] Filters in projects: use Part name in fuzzy-search
• [fix] Context menu: options reflecting the previously selected item and not the current one

Custom Fields on Everything

You can now define custom fields for pretty much every element in the app. A custom field can be one of these types: string (i.e, text), number, SI value (e.g. 200mV), Date, Boolean, Option. All custom fields can be searched/filtered by directly through the app.

Filtering by Date

When filtering by a date field, you can also specify a date range, besides the other already available search modifiers (equal, less than, greater than)

• Import BOM: part matching through Internal PN or Manufacturer PN + Manufacturer is now faster
• Scrollbar added to Filters for easier navigation
• [fix] Filters: clear all filters

• New custom field type: date. A date field can also be marked as a due date. In case a date is a due date, a warning icon will show up if the date is approaching (7-days remaining) or it is past due. Custom fields can be set for Parts through Settings > Workspace > Part custom fields.
• Purchasing: when creating Purchase Orders from a Purchase List, the Purchase List gets automatically locked
• Project builds: items can now be split and merged. Splitting allows you to partially assemble items, for example, when you don't have enough stock in order to assemble a given item in full. In this case, the quantity to take from the item being split should be the one that will not be assembled as stock availability is calculated according to the position the item shows up on the table (# column) in FIFO (first come first served) order
• Project builds: Qty /unit column added
• Confirmation dialog added when there are unsaved changes when editing notes
• [fix] Import parts: when parts already exist, overwrite only mapped fields
• [fix] Parts Usage: group quantities by Project Revision
• [fix] Parts Usage: clickable Project Revision

• Merge Purchase Lists: you can now merge Purchase Lists (instead of Purchase Orders). These purchase lists might contain some parts in common, increasing the total quantity to be purchased. By merging Purchase Lists new quotes can then be selected that reflect the new quantities for each item in the list.
• Merge and split items in a Purchase List: in case you want to purchase 10.000 units of a part but you can't order the full quantity from a single supplier, you can now split the quantity and select a quote for each of the resulting items. Similarly, you can merge quantities from multiple items that have the same listed part.
• [fix] Similar parts warning when editing a part

• Received items on a Purchase Order and assembled items on a Project Build can now be reverted by right-clicking such items and selecting Revert.... This is useful when items are marked as received/assembled by mistake. On project builds, items can only be reverted if the project build itself hasn't been finished yet.
• [fix] Export PDF: prevent error when some cells don't have anything to render
• [fix] Preserve date and time format (Settings > General) - it remains the same after restarting the app

• Project BOM: the same part can now be assigned to multiple items in the same BOM. This affects how a given part's availability is calculated (see below)
• Project Builds: Assemble Qty on planned items can now be changed and reset to original one. Once the item has been assembled or inventory is reserved, Assemble Qty cannot be changed anymore
• When Enforce quote selection is enabled (Settings > Workspace), items on a Purchase List without a quote will result in an error instead of a warning
• History events added: inventory reserved, inventory unreserved and inventory consumed
• History log events are now coloured for easier visual identification
• Double clicking on most tables will trigger the Edit action (if available)
• [fix] Project Builds: prevent inventory to be decremented twice when assembling items from reserved inventory
• [fix] Project BOM: allow using - on BOM reference designators when not using it as a range (e.g C1-9)
• [fix] Don't generate history log when adjusting inventory with zero quantity
• [fix] Create Purchase Order when Enforce quote selection is disabled

Assigning the Same Part To Multiple BOM Items

Previously, a single part could be assigned to a single BOM item only. This is not convenient, specially if later on a project build one part is replaced by an alternate one which happens to be already assigned to another item. Being able to use the same part in multiple BOM items is then essential.

This affects how availability is calculated though. Taking the example below:

In total we need 900 units but we only have 509 on-hand, so only the first item, that requires 300, can be assembled (or inventory can be reserved for). Items that have availability only partially cannot be assembled nor inventory can be reserved for.

Changing Quantities on a Project Build

You can now change the Assembly Qty on items that don't have any Sources defined yet (whether because inventory has been reserved or because those items have been assembled already). Once changed, the quantity can also be reset to its original value.

More (and Colourful) History Events

When looking through the History table of a part, it could be hard to interpret some apparent "gaps" on inventory. This is because when inventory is reserved it's no longer on-hand, but reserving/unreserving inventory hasn't been logged in history. So, on the next inventory changed event you'd see an initial quantity that wouldn't match the quantity on the previous inventory changed event for that same storage location.

For this reason, there are now 3 additional events: inventory reserved, inventory unreserved and inventory consumed. While the first two directly affect your on-hand inventory by decreasing and increasing it, respectively, the last one as no effect but allows us to see that inventory previously reserved was at some point consumed (i.e. assembled in a project build).

On top of this additional information, events are now also coloured so they can be visually identified more easily.

Also, the inventory moved history log now includes the original and current quantities on each location.

• Import parts: Low Stock value can be imported
• When creating/editing a project revision the dialog shows faster
• [fix] Export history table

• Several UI improvements and optimizations affecting overall performance
• Prefetch project builds so they can be displayed immediately
• [fix] Storage locations tree: context menu not showing up when right-clicking not on a node

• Attrition rate can be set for Generic Parts
• Settings > Workspace: enable/disable unique internal PNs
• Projects: tags in the Production column are displayed vertically
• [fix] Purchase List table crashing on a locked PL (Cell not returning anything)

• Set default Part's datasheet and thumbnail through Documents
• Move several inventory items individually from a storage location to another ones
• When manually creating a new part, check for similar parts (e.g. same Manufacturer PN but different Manufacturer) before proceeding so the user can confirm it's not a duplicate
• A lot can now be created when importing a purchase order in the received state
• BOM: filter out items that have nothing to match when suggesting parts
• [fix] Create inventory on-order when an purchase order is imported on ordered state
• [fix] Sort by on Stock, Stock On-order, Stock On-hand, and Value (only in BOMs) fields
• Several small UI improvements

Thumbnails and Datasheets

By default BOMIST uses thumbnails and a default datasheet from data it gets through Octopart. From now on, you can also override or set those through Documents added to a Part.

Organizing Unallocated Inventory

For several reasons you might end up with unallocated inventory (i.e. inventory without a storage location assigned). Through the table on Storage > Parts, you could select multiple inventory items and move them in bulk to another single location. However, it might be also useful to individually pick a location for each one of the selected inventories. This way you can tell where you want each of these items to be moved to, whether to a storage location where it already exists or to a new one.

Avoiding Part Duplicates

BOMIST checks for parts equality through their own Manufacturer PN and Manufacturer. However, sometimes the Manufacturer name can have some variants (e.g. "Analog Devices", or "Analog Devices Inc."). For this reason, whenever manually adding Parts, the app will check for similar parts (i.e. parts with the same part number but different manufacturer) and, in case it finds some, it will ask you to confirm if you still want to add it, thus preventing a duplicate.

• [new feature] Generic parts
• Alternate parts: order can be set from highest to lowest priority
• Purchase orders: ordered/received on can now be edited
• Stock in-house renamed to on-hand
• Stock columns: in several tables you now have three columns for displaying stock quantities (Stock - for combined on-order and on-hand, Stock On-hand and Stock On-order)
• Part details: indication of how many documents and if notes are present is now displayed on the tabs
• Projects table: Part column link removed, use popover instead
• Delete shortcut removed
• [fix] Barcode scanning when caps-lock is active
• [fix] API not starting

Generic Parts

You can now create and use generic parts.

A generic part is not a physical part but it represents, or groups, parts that can be used interchangeably - this is specially useful for resistors and capacitors for which you might not be concerned about their manufacturer as long as they have the same or equivalent specs.

They can also be used to postpone the decision of which part to use. For example, you might assign a generic part to a BOM item but decide which real part to use later on during production.

The parts that can be used in place of a generic part are listed through Part Alternates.

In project builds, when picking inventory to reserve/assemble, the Sources column will display which parts were used:

• Inventory value report restricted to given storage locations
• Part dialog: when using the auto-completer, omit the Ω character from the value (if present)
• BOM: DNP items have a striped background for easier visual identification
• BOM: table content aligned to top
• BOM: ignore parts already assigned when suggesting new ones to assign
• BOM: when marking an item as DNP, part is automatically unassigned
• [fix] Export BOM into PDF

Inventory Value Report Restrictions

The inventory value report can now be generated for specific storage locations. Similarly to inventory restrictions on Projects, the inventory to be included in the inventory value report can also be restricted.

• [fix] Assigning a Part when the BOM item's value has no unit (e.g. 10k)
• [fix] macOS-only Shortcuts use ⌘ key instead of Ctrl

• Part info: whenever hovering a Manufacturer PN on every table (except the main one) show additional info about that part
• BOM: double-click row to assign part
• BOM: confirmation dialog when assigning a part with a different value or package
• Purchase Lists: Multiple field deprecated (a new PL should be created whenever necessary)
• [fix] Purchase Orders: sorting/grouping by Supplier
• [fix] Purchase Lists: show multiple issues for the same row
• [fix] Inventory restrictions

Part Details Everywhere

To avoid going back and forth in between different tabs, you can now see additional info about a part and to easily access its datasheet simply by hovering its Manufacturer PN. As with every tooltip, wait around a second while hovering the field until the tooltip finally shows up.

• Inventory restrictions: you can now allow/disallow unallocated inventory and to set storage locations as inclusive or exclusive
• [fix] CSV export (empty values being filtered out)

Unallocated Inventory and Inclusive/Exclusive Restrictions

Through the Inventory Restrictions menu you can now also allow or disallow unallocated inventory to be used and also to set storage locations restrictions as inclusive or exclusive. Inclusive restrictions meaning you can only pick inventory from selected storage locations and exclusive meaning you can pick inventory from all storage locations except from the selected ones.

• [new feature] Inventory restrictions
• Inventory sorting when selecting inventory sources (to reserve/assemble)
• Update unit cost of in-house part when a project build is finished
• Automatic backups notifications
• [fix] Filter out expired lots when selecting inventory sources
• Other small fixes and UI improvements

Inventory Restrictions

You can now define inventory restrictions. This allows you to tell that for a given project you are only allowed to source inventory from selected storage locations or that only inventory that as a Lot assigned can be used. This setting applies to the whole Project. Errors and warnings reflecting "insufficient inventory" will take these restrictions into consideration. Also, on project builds, inventory that has been previously assigned (reserved or picked for assembly) without inventory restrictions will ignore them (i.e. you won't get any errors or warnings for those).

This feature is available on professional plans.

Default Sorting when Picking Inventory

When selecting inventory sources on a project build (to reserve or assemble), you can now set a default sorting order. This setting applies to the whole workspace. There are 5 sorting options available:

• Smallest Quantity: inventory with the smallest quantity shows up first
• Largest Quantity: inventory with the largest quantity shows up first
• FIFO: inventory created first shows up first
• LIFO: inventory created most recently shows up first
• Recently Used: most recently used (created/updated) inventory shows up first

• [fix] trial plans only Unable to sign-in (cannot read plan of undefined)

• New part type: Assets
• [fix] Export BOM table into CSV (invalid column's data)
• [fix] TEAM Show sync spinner also for pushed changes

New Part Type: Assets

This goes a bit beyond the scope of the app, but it wouldn't make sense to use another software to keep track of assets that aren't necessarily electronic parts or items for which you don't necessarily want to assign a Manufacturer PN and Manufacturer pair. For this reason you can now create Asset parts. These can be keyboards, chairs or whatever items it might make sense for your use-case.

Something worth mentioning is the current lack of Units of Measure, which would be useful for Assets too. This way you could keep track of fractional quantities such as length (for cables) or volume (for liquids), for example. This will be implemented later on.

• Available quotes: show all quotes (ignore MOQ and availability)
• Set alternate/equivalent parts through similar parts
• BOM designators can now have different prefixes
• Enabling/disabling attrition rate from Purchase Lists removed
• [fix] Allow to edit name of in-house Part
• [fix] Supply chain: prevent caching empty or invalid results (e.g. quotes)
• [fix] Revert inventory with lot
• [fix] macOS-only Select all rows in a table using ⌘+A

Showing All Available Quotes

Until now, the Available Quotes would filter out all invalid quotes. A quote would be considered invalid if the minimum order quantity would be greater that the order quantity or if the supplier didn't have enough stock (i.e. no availability). From now on, and depending on the case, the MOQ and availability can be ignored so those quotes are still shown and might be selected.

When using the Projects > Pricing & Availability to estimate the production costs of a project, both MOQ and availability are ignored and all quotes can be selected. This makes it easier to ensure all items in a BOM have a quote assigned so an estimate of production costs (even if a rough one) can be calculated.

On the other hand, when viewing a Purchase List, quotes with insufficient stock (i.e. available stock on supplier is lower than order quantity) will still be filtered out but the ones with MOQ, even if invalid, are shown. Also, even though you can see quotes with MOQ greater than the order quantity, in order to create a Purchase Order all selected quotes must be valid. This means in order to create a PO you might have to increase the order quantity so it meets the MOQ. Invalid quotes can be easily identified by their dark grey background (instead of purple).

Alternate and Equivalent Parts

From now one you can define Equivalent parts. Two parts are considered equivalent when both are alternates of each other. An alternate part is not necessarily equivalent to another one (e.g. a "100nF 20V 0603" capacitor might be used in place of a "100nF 6.3V 0603" one, but not the other way around).

An info column was also added to the Alternate and Similar Parts tables so additional info about each part can be easily accessed making it easier to decide which parts should be considered as alternates and/or equivalent.

• New custom field type: SI value
• [fix] BOM Part Matching: show suggestions when value and package are defined even though additional data is not available
• [fix] Inventory sources picker: filter out sources with qty = 0
• [fix] Suppliers: add offer
• [fix] Barcode settings: set default printer name on combo-box
• [fix] macOS-only Don't maximize window when activating the app through the dock
• [fix] Crash "cannot read prefix of undefined"

Values with SI Prefixes

You can now create custom fields (through Settings > Workspace > Part custom fields) representing SI values (i.e. values that have a SI prefix). Why is this important? Let's say you want to create a new field called "Rated Voltage" where you'd use values represented in Volts. If you'd use a custom field of type String you'd lose searching capabilities as a string can contain any kind of text. With an SI Value the app will parse the values and is then able to tell that 200mV are the same as 0.2V.

• Editable prices use 6 decimal cases (not only on Part dialog)
• Comments added to Lots
• [fix] API: not starting
• [fix] Lots table exported data
• [fix] Select project after creation

• [new feature] Lot control
• Reserve and assemble items from multiple inventory sources
• Unit cost for a Part can be entered with up to 6 decimal places when editing or creating a Part to ensure accuracy
• Exporting tables: printable data (e.g. PDF) might be rendered differently than original data
• History logs: links added to some references
• [fix] CSV import: clear column mapping
• [fix] Parts import: import part stock only if mapped
• [fix] Sort by storage names

Lot Control

This new feature brings increased traceability to BOMIST. With it you can assign a lot to items you receive from a Purchase Order or to inventory resulting from Project Builds. This way, whenever you use inventory belonging to a lot you can track its origin.

Multiple Inventory Sources

You can now pick multiple inventory sources when reserving inventory or assembling items on a project build. This way, if you need 100 units but you have 50 in one storage location and 60 in another one, you could use specify both locations in the desired order. You can easily reorder selected inventory sources by drag and drop them.

When assembling items, if inventory was previously reserved you'll have to use that one. In case you'd want to use other inventory sources you'll have to unreserve inventory and then reserve/assemble the items.

Reserving inventory is particularly useful to generate pick lists (e.g. by exporting the table into PDF), so you know where to get inventory from, and to prevent other project builds or manual inventory adjustments from using stock that is meant to be used in a specific project build.

• Projects: active builds
• Storage: filters added
• Add parts to purchase lists directly from tables available on Parts, Storage and Suppliers tabs
• List purchase orders originated from a given purchase list
• Several small UI improvements

Projects: Active Builds

So far, to see active project builds (i.e. planned or in-progress) you'd have to click through a given project and its own revisions. You can now have an overview of active project builds through the main Projects table. The tags under the Production column will tell you how many builds you have in each state, and by hovering these tags you'll see the corresponding project build codes which you can click to immediately look them up.

Storage: Filtering Inventory

You can now filter inventory in the Storage tab, pretty much the same way you filter parts in the Parts tab. An important difference here is that on top of being able to filter by global stock of a given part, you can also filter by its quantity on a given storage location, for example.

Adding Parts to a Purchase List

Previously, items on a purchase list could be added either manually, through the purchase list itself, or by creating a purchase list through Projects > Pricing & Availability. You can now add parts to purchase lists directly from tables available on the Parts, Storage and Suppliers tab. This is useful because sometimes these tables give you the right view over your inventory from which you'll decide whether to purchase or not these parts. This way, you can for example filter inventory in a specific storage location in the Storage tab and select the parts that don't have any stock or have low stock to be purchased.

Listing Purchase Orders from a Purchase List

A single purchase list can originate several purchase orders. That's the case when you order parts from several Suppliers. You can now track those purchase orders through the purchase list itself. This list shows you all purchase orders in which the selected purchase list is being referenced on.

• BOM import: allow to import entries without designators
• BOM part matching improved (suggestions and data editing)
• Project > Pricing & Availability: calculate production cost
• Reserved inventory is now coloured in blue
• Workspace settings: enforce quote selection and only use preferred suppliers is now checked by default
• Table rows numbering (used in Project tables) - Item # column removed
• Part details: show Usage for in-house Parts (previously only on outsourced Parts)
• Purchasing: data can now be grouped by Supplier
• [fix] Sorting parts by value
• [fix] Attrition quantity formula
• [fix] Table header scrollbar padding (failed to detect scrolling)
• [fix] Table minimum width when visible columns change
• [fix] Issues table jumping selection
• [fix] Copy cell
• Several other small fixes and UI improvements

BOMs: Part Matching

When importing a BOM along with additional data so Parts can be matched, you'll get a warning when no parts were matched and suggestions of parts to be assigned if more than one were matched.

You can also double check the data used for parts data matching and even edit it.

Purchasing and Production Cost

Previously, the estimated cost presented on the Projects > Pricing & Availability table considered only the Purchasing costs. This way, if purchasing criteria was set to if needed, the estimated cost would represent only the units that needed to be purchased which makes it hard to estimate the overall production cost.

From now on, the production cost is calculated taking into account each part's Unit Cost, in case those parts don't need to be purchased (i.e. they exist in your inventory already) or the price of the selected Quote, and corresponding quantities. When looking up the Unit Cost, if it's not available, the Order Price will be used instead if available, and vice-versa. The production cost is the sum of the purchasing cost and your inventory cost (the Unit Cost of each part available in your inventory multiplied by the required quantity)

• Purchase orders: receive items partially.
• Project builds: Combo-boxes in Receive and Assemble dialogs fill in one option by default. Options are also sorted by last time used (most recent to oldest). Rendering improved.
• Tables: grouping improved.
• API: validate hostname and notify errors.
• [fix] Printing (Windows only)

Backordered Items on Purchase Orders

You can now partially mark items as received on a purchase order. This is useful for backordered items, when let's say you order 5000 units but only 2500 are initially available to be shipped. When receiving items, if quantity is not passed the whole quantity is assumed to be received. To mark an item as partially received, enter the quantity received. To set a partial quantity, items must be received individually (i.e. Storage method should be set to Individual instead of Single location).

Aggregated Data on Grouped Fields

When aggregating data on rows with grouped fields, the app attempts to display a unique value by default but if that's not possible an asterisk will be displayed instead. This doesn't apply to fields that have their own aggregation formula (e.g. sum, average), such as is the case of prices and quantities.

• BOMs: you can now use designator ranges (e.g. C1-3 instead of C1, C2, C3)
• CSV importer: you can now pick the rows to import (or to ignore)
• CSV importer: ignore empty rows
• PDF export: include company logo (can be set through Account; by default uses BOMIST's logo)
• PDF export: barcode is included in some tables (project builds, purchase orders/lists, storage parts)
• Purchase order/list number and description can now be edited
• Part's Manufacturer and Type can now be grouped
• Go-to BOM entry after manually adding one
• Including IDs on exported CSV/JSON files is now optional
• [fix] PDF export: sorting order and grouping, break page after row
• [fix] Prefix column on project's build table
• [fix] Printing: printer name with whitespaces (Windows only)
• [fix] ComboBox: prevent overflow (ensure it's visible on the screen)
• [fix] Move inventory (MAKER plan only)

• BOM designators are now optional. When designators aren't set quantity can be manually edited.
• Item # column added to BOMs
• Part dialog: autocomplete of Manufacturer PN can be disabled/enabled
• Unit Price is now displayed with 3 decimal places
• Locale can be set through Settings > General (affects how prices are displayed)
• Prices are exported containing currency
• Suppliers can now be imported along with their own parts and price breaks
• [fix] Insufficient stock warnings
• [fix] Sorting of prices

• API: new endpoint /storage/<id>/inventory
• API: IDs can now be used on the search endpoint (selector)
• Stock (in-house and on-order inventory) and On-hand columns added to project tables
• Exported CSV and JSON files include the ID of each row
• Press and holding up/down arrow keys keeps scrolling
• Part details: display label
• [fix] Quotes with MOQ > 1 not showing up on Available Quotes
• [fix] Adjust inventory when quantity surpass plan's limit (FREE plan only)

• Unit cost can now be updated when manually adjusting inventory (previously only through Purchasing)
• Print orientation (landscape/portrait) added
• UI: accordions with animation and expanded state is preserved
• [fix] Prevent moving a storage location to itself
• [fix] Clearable combo boxes
• [fix] Assembling items when some items without inventory were selected too

• [fix] Project BOM: manually assign parts
• [fix] Swagger UI

• Setting up workspace at start-up optimized so it runs faster
• [fix] Purchase orders: receive items with the same Manufacturer PN and Manufacturer but with different Supplier PN
• [fix] Project builds: when assembling items with reserved inventory, set default inventory on the ComboBox
• [fix] Go-to and scroll to table row
• [fix] Memory leak related with prices displayed on tables making the app slower

• [fix] Parts filters: Value filter missing
• [fix] Parts: set storage location when creating a new part
• [fix] Price columns with paywall tag on professional plans

• Parts: Label column can now be grouped
• Import parts: allow to import data of existing parts so data can be overwritten in bulk
• Import purchase orders: status (open, ordered or received) can now be defined when importing purchase orders
• [fix] Some rows missing when grouping some columns
• [fix] Aggregated data on some grouped columns

Grouping by Label

• BOM copy
• Parts group edit: package, value, NRFND and non-stocking fields added
• Export table to PDF improved
• Merge purchase orders: only purchase orders in the Open state can be merged
• Merged purchase orders: group by Supplier PN and see aggregated data
• [fix] CSV and JSON table export: arrays and internal ids

Copying BOMs

You can now copy a project revision's BOM from another project revisions's BOM. This is especially useful for Models/Variants: different projects that have a very similar BOM, ofen the difference being on the parts that are (not) to be populated (DNP).

Merged Purchase Orders: Aggregated Data

A purchase order always keeps track of purchase lists that originated them. When merging two purchase orders, the resulting purchase order might contain duplicate parts, each one coming from a different purchase list. By grouping the table by Supplier PN you get to see not only the rows corresponding to each purchase list but also the aggregated value on top. If, for example, you want to export into a CSV file only the aggregated values, you simply collapse the grouped row.

To merge purchase orders, they have to have the same supplier and to be in the Open state.

• Import parts with inventory in multiple storage locations
• Add Inventory: allow to add inventory even if quantity = 0 (but the Storage location is set)
• Auto-assign quotes now works with selected items (instead of all items in the table)
• Auto-assign quotes and Unassign quotes now have its own button
• Small UI fixes and improvements
• [fix] Custom quotes not found

• [new feature] Inventory value report
• Parts new fields: Unit Cost, On-hand (in-house stock), Worth
• Import purchase orders from custom suppliers
• Storage tab performance improvements
• Man. Part Number, Int. Part Number and Supplier Part Number renamed to Manufacturer PN, Internal PN and Supplier PN
• Parts filters: Internal PN added
• Parts filters: Manufacturer PN added back to fuzzy-search (still has its own "exact match" search filter)
• [fix] Chance of intermittent read-only mode in team workspaces
• [fix] Part finder: filter parts
• [fix] Ensure workspace has a name upon its creation

Inventory Value Report

You can now easily check how much is your inventory worth. This is accomplished through a new field in Parts: Unit Cost. This value can be manually set or imported along with new Parts. But the best thing is that it's also automatically updated whenever you use Purchasing, so whenever a Purchase Order is received, or imported, the unit cost for each part will be updated.

The inventory value report can be exported into CSV, PDF or HTML and is available on professional plans.

• Barcode labels now include the Internal Part Number
• Storage descriptions show on the Storage tree
• Custom barcodes can be generated through the API
• Part search filters: Man. Part Number doesn't use fuzzy search
• [fix] Import parts without storage assigned: not listed as unallocated
• [fix] Table columns re-ordering (drag and drop)
• [fix] Custom fields: respect fuzzy search option
• [fix] Extra re-render after workspace initialization
• [fix] API: swagger documentation

• BOM preferences: set fields part data should be matched to when importing a BOM
• BOM export: revision is set on PDF
• Barcodes include a line feed to avoid additional barcode scanner configuration
• [fix] Import purchase order: purchase orders are set as "received"
• [fix] Storage: tree node is updated after editing storage
• [fix] Unselect project build when current project revision changes
• [fix] Barcode reader buffer flush timeout increased
• [fix] Project revision finder dialog

Import BOM: Part Fields to Match

When importing a BOM, parts would be automatically assigned to each BOM entry if a part on your workspace would match the Man. Part Number and Manufacturer or simply the Man. Part Number. From now on, you can set which fields should be matched. Custom fields can be leveraged to match parts to a custom ID for example or any other value you might find useful. Multiple matching fields can be set.

If more than a part is found for a given match, the part won't be automatically assigned.

• [fix] Printing issues (file not found), open printer preferences (windows-only)
• [fix] Error dialog at startup

• Date and time format can now be set (Settings > General)
• "Created/updated on" columns added to parts, inventory and documents tables
• [fix] Import purchase orders: fetching the wrong parts when the Supplier Part Name contains dots
• [fix] Multiple row selection when Issues table is open

• [new feature] Barcode labels printing and scanning (learn more)
• Comments added to history logs
• Preferences dialog added to BOM table
• Unallocated storage added to the tree in the Storage tab
• Settings: use preferred suppliers only
• Import purchase order: Storage can be included in the CSV to import
• Add inventory: can add into existing storage locations (quantity will be adjusted)
• Inventory table: "change storage" button removed as the "move quantity" button does essentially the same
• [fix] Available quotes: filter out quotes with stock < order qty
• [fix] Alphanumeric sorting for Label and Storage columns
• [fix] Projects > Pricing & Availability: order qty updated according to batch size
• [fix] Import purchase orders: wrong column mapping when using pre-defined CSV parser
• [fix] Prevent race conditions on the database

• Storage ComboBox (e.g. change inventory location) is now sorted and performance was improved
• [fix] filter part by value with Ohm unit
• [fix] Part dialog, ensure inventory location ComboBox is visible

• Filtering parts by value improved (learn more)
• [fix] reset page index when new data is set on table
• [fix] table resizers over tab selection's ComboBox (UI-only)

• [fix] import Parts with storage field empty
• Notification error when trying to access a local workspace that's already being used, avoiding data conflicts in case the workspace is in a shared folder (e.g. Dropbox)

• API: /inventory/<id> endpoint added
• API: source included on project build items
• [fix] reserved inventory source shows up on the Project Builds table (after restarting the app)

• Table page size can be changed through Settings > General
• Copy previous project revision's BOM when creating a new project revision
• Table multi-sort (press-and-hold shift and click on the other column's header)
• Finding part alternates and parts to assign to a BOM: set Filter's initial value and package
• Unassign multiple parts from a BOM
• Filters added to Projects

• Part storage, stock and custom fields columns added to Project and Purchasing tables
• History added to Storage (on the details panel)
• Column selector with fixed height and vertical scroll
• API: internal error messages are exposed on the response
• Storage tree initially set as "not expanded"
• Parts value can have any text (no parsing)
• [fix] save table's current page index
• [fix] import workspace (too many files; notifications added)

Storage history

You can now easily see inventory changes for any given Storage location. The history table will list the history for all parts that are in the selected storage location.

• BOM import: value and package fields are not mandatory
• BOM import: Man Part Number is enough to find a part to assign (previously both Man. Part Number and Manufacturer were required in order for the app to automatically assign a part)
• Reserve and assemble inventory modals automatically select the storage location if only one is available
• Parts values: supported units added (V, W, dB, dBm)
• [fix] on Projects > Pricing & Availability, when purchase criteria is set as "if needed", estimated costs are updated accordingly

• New feature: custom fields (parts only)
• New feature: reorder columns
• Import parts: label and storage location can now be imported
• Create part dialog: allow to insert initial inventory by passing quantity and storage location
• Parts field "hidden" renamed to "NRFND" (not recommended for new designs)
• Parts field "Non-stocking" added: don't show low stock and out of stock warnings
• Create project dialog: allow to create in-house part automatically
• [fix] when assigning a part to a BOM entry, value and package fields are updated accordingly
• [fix] trees are now sorted alphanumerically (e.g. Storage)

Custom fields

Custom fields allow you do extend fields available on Parts and can be defined through Settings > Workspace > Parts custom fields.

A custom field can be a string, number, boolean or an option. Custom fields show up on parts Filters, on the Parts dialog when creating a new part and also on the Parts Group Edit dialog when editing multiple parts at a time.

Columns re-ordering

Columns on all tables can now be reordered. All you need to do is to drag-and-drop them into the desired location.

Non-stocking and NRFND

NRFND parts can't be assigned to project BOMs. This is useful when a part becomes obsolete.

On the other hand, non-stocking parts can be used normally but low stock and out of stock warnings won't be displayed. Non-stocking parts have a "NS" suffix on the stock column.

• Automatic backups
• API route parameters documented (required by Swagger Editor)
• [fix] offline/read-only notifications incorrectly showing up on the FREE plan

Automatic Backups

BOMIST can now automatically backup your workspaces. You can define a backup interval (daily, weekly, monthly - or never, in case you want to disable it), the folder the backups should be stored at and how many you want to keep. This can be configured through Settings > Backups.

As these backups are kept on your file-system, we recommend you to put them in a folder that can sync with some cloud storage service (e.g. Dropbox). This way, if for some reason you stop being able to access the computer you have the app installed on, you can still access your backup files on the cloud.

Each backup file consists of a Workspace dump file (.bomist_dump) which includes all the data available on your workspace.

To automate the creation of Workspace dump files you can also use the API.

• Move inventory from the Storage Parts table (context menu item "Move to..." added)
• Parts stock showing up on the Storage Parts table
• Hidden parts no longer display stock warnings
• Inventory table auto-selects one in-house inventory if available
• API new endpoints: export the whole workspace
• Several improvements affecting the overall performance but specially the tables used in the Projects tab
• [fix] read-only mode incorrectly showing up on TEAM workspaces
• [fix] unreserve reserved inventory

• Parts Supply Chain: show all available quotes ignoring minimum order quantity (MOQ)
• API: each storage node includes its full name (e.g. Shelf - A - A1)
• API new endpoints: inventory/adjust_qty and inventory/move_qty
• [fix] reserved inventory
• [fix] missing Octopart offers on Parts Supply Chain

• Quote selection enforcement can be disabled/enabled
• Part columns added to storage parts table
• BOM table displays total quantity for each grouped designator
• [fix] BOM table displays not only the grouped designator prefix but also the designators for each BOM row
• [fix] create purchase lists for BOMs that include in-house parts (do not add the part itself to the list)

Selecting quotes to create purchase orders

Previously, in order to create a purchase order (PO) the user was required to pick up a quote from an available supplier. This can be inconvenient as available quotes might be outdated, showing as "not available" when the part is in fact available on a given supplier, or it would require the user to setup custom quotes in the supplier tab.

Selecting quotes is now optional and can be disabled/enabled through Settings > Workspace > Enforce quote selection. When disabled, all it takes to create a PO is to have a supplier defined, which will be picked from the Part's data or from the global preferred suppliers. In this case, the user is responsible for making sure the part is available on the given supplier.

• Purchase order importer and csv template for Digi-Key and Mouser orders
• Currency formatter improved (respects localization)
• Unit prices displayed with 3 decimal places
• Go-to Part added to supplier parts table
• [fix] unable to select hidden workspace file in macOS
• [fix] custom supplier not showing up on available quotes
• [fix] Storage column refreshed after being changed through the inventory table

Importing purchase orders (and parts)

You can now import purchase orders and parts directly from purchase orders placed on your favourite distributor. All you need is a CSV file that you can normally generate through the online distributor.

By importing a purchase order, if the parts included in it are not yet available on the app they will be created as well. Not all part fields need to be defined and BOMIST will try to autocomplete most of them for your convenience.

The importer includes a CSV template for purchase orders generated from Digi-Key and Mouser, meaning appropriate CSV settings and field/column mappings will be set by default.

• Improved error handling on importing parts
• Parts description column is now resizable
• [fix] preserve sortBy and groupBy table properties

• Collapsible tables
• Adjustable tables/trees font size
• [fix] hidden rows when grouped columns get hidden
• [fix] scroll row into view when selecting adjacent rows through keyboard arrow keys

Collapsible tables

To make sure the most important table get the most space on the screen, some tables can now be collapsed.

Adjustable font size

You can now adjust the font size used in tables and trees through Settings > General.

• Table sorting: numbers come before letters (ascending)
• Parts table: storage column
• Go-to links for storage locations
• [fix] data importer column index starts from 0
• Small UI improvements

• Local REST API
• Several small fixes and UI improvements

Local REST API

BOMIST can now launch a local web server that exposes a REST API. Through this API you can then retrieve and process your data the way you want by creating your own scripts. This feature is available on all plans.

Once the server is running, you can test it by simply opening your web browser at http://localhost:3333 (or on any other hostname and port you started the server at).

Documentation is provided at http://localhost:3333/_swagger.

Endpoints to retrieve data and to interact with the UI are available.

This is a major version update and, as the app was re-written from scratch, it brings a lot of UI and UX improvements. Legacy app will no longer be distributed nor supported.

• cross-platform: now available on windows, macOS and linux
• multi-user support and data sync over the web (TEAM plan)
• outsourced and in-house parts (sub-assemblies)
• inventory table
• multi-step project builds
• similar parts and part alternates
• purchasing lists and orders
• markdown text notes
• custom suppliers and quotes
• multi-level storage locations
• multiple preferred suppliers
• tables exportable into CSV, JSON, HTML and PDF

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For more info about each feature please visit the Learn section.

Legacy workspaces are not compatible with the new version but can be partially converted using this tool: pypi.org/project/bomist-utils/. If you need help converting your workspace, please get in touch