Changelog (beta)

• This is the first release that brings support for the upcoming ENTERPRISE plan. Similar to the TEAM plan but it allows you to host everything yourself (users and Team Workspaces), keeping the app 100% offline if needed as it comes with an offline license so it doesn't need to touch our servers at all. The offline license can also include access to multiple Team Workspaces. If you'd like to try this out, please get in touch.

  Documentation on how to set up and use the ENTERPRISE plan is available here: enterprise.bomist.com

• Releases for macOS are now universal (they run natively both on Intel and ARM processors)

• [fix] Chance for planned inventory not to be removed and stock not updated after creating production builds

• Backport of v2.9.26 release (see changelog)
• Parts can be added into purchase lists from the Pricing & Availability table and the Order Qty is assumed by default
• On Pricing & Availability table, missing inventory can be checked through Stock Balance instead of Stock Available
  
  
• Some improvements on data sync (Team Workspaces)
• Small UI improvements
• [fix] Go-to issue when issue type filter is selected

• Backport of v2.9.25 release (see changelog)

• Barcode labels (detailed format) now include a second barcode which encodes the text that is printed on the label as a title. For example, for Part labels that represents the Part Number, while for Storage labels that represents the storage location's name.
  
  

• Parts can now be added straight into purchase orders. You can pick an existing purchase order on the desired supplier or create a new one. When adding parts straight into purchase orders you'll have to manually set prices for each line (if needed).
  

• When moving quoted parts on a purchase list to purchase orders, you can now opt to add those into existing open purchase orders or to create new ones. Previously, a new purchase order would be created for every selected supplier.
  

• Beta versions of the app now always backup daily and on a different backup folder, so the main one is not clogged with beta backups which could be eventually deleted due to the rolling backups.

• Procurement settings added under Settings - Workspace - Procurement

• Backport of v2.9.24 release (see changelog)
• Only for sale parts can be added into sales orders and sales-only suppliers
• When manually creating a part, a lot can be created along with the initial inventory
• API: deliveryDate on sales orders has been deprecated, expected.deliverBy should be used instead (please check API documentation)
• Some other small UI and UX improvements

• Backport of v2.9.23 releases (see changelog)
• Parts autocompleter in the Part dialog: results sorted by name's length
• Small charts with some statistics added to purchasing, production builds and sales
  
  
• BOM: Assign to first match option is now enabled by default
• API: production plans and units of measure endpoints added
• [fix] Add to... menu always disabled under the Parts tab

• Role-based permissions: you can now create custom roles with detailed permissions
  
  
• Inventory ID code and Date code can be set when receiving items on a PO
• Inventory Date code can be set when finishing a production build
• [fix] Failing to autocomplete part's data (integration with Nexar API)

• New feature: role-based permissions (Team Workspaces only)
• The app is now using the new Nexar API (formerly Octopart API)
• [fix] Procurement picking the wrong product revision
• [fix] Input not accepting the minus symbol (-)

Role-based Permissions

This release introduces role-based permissions. Right now you can pick from 3 basic roles:

• Admin: can add other users, has access to all features
• Member: cannot add other users but has access to all features
• Observer: has access to all the features but in read-only mode (data cannot be changed)

The role can be set when adding a Team Member (only through the app), or through the Account & Team dialog.

Soon you will also be able to create custom roles with detailed permissions.

• Backport of v2.9.20, v2.9.21 and v2.9.22 releases (see changelog)
• New feature: Production Plans (more below)
• Projects have been renamed to Products
• Inventory can now have an ID code, which should uniquely identify the inventory itself, and a Date code. The ID code shows up on Sources, when picking inventory for assembly.
  
  
• Products and Inventory tables added to Contacts, so you can see, for a given contact, all the products or inventory the contact is a customer or owner of.
• [fix] Wrong quantity when adding a part into a purchase list through Add to... > Purchase List

Production Plans

Production plans are essentially an additional step before creating project builds. Since projects builds only look at current availability, it was so far quite difficult to tell if you'd have enough stock to build multiple projects, either now or along time, unless inventory would be imediatlly reserved which in turn would have to be already available and in full. Production plans address that.

All you specify in a production plan is how many units you want to build, by which date they should be ready and, optionally, what's the reason for you to need that quantity. Once you want to actually move things into production, you pick the production plans you want to move into production which can then be merged into a single project build for each project.

Procurement of missing parts is also improved, as the app will automatically create a purchase list and/or other production plans for all the missing parts.Finally, when items are addedd into this purchase list or production plans are created, they keep a reference for what originated them making it easier to track if a given quantity that was purchased for a build has been ordered or not, for example.

Production plans are available on professional plans only. Production builds can still be created directly.

Partial Builds

Sometimes you have enough inventory partially finish a production build. The app will detect that and, from selected production plans, would create two different builds: a partial one which is ready to be built, and another one with the remaining quantity, which would have to wait for missing parts to be received or produced. As mentioned above, procurement is done automatically.

Cancelling And Adjusting Batch Sizes

On top of of completely removing a production build, you now have the option to cancel a production build. When cancelling a build, the build is marked as such (but not removed) and production plans that origated it are re-created. This means you can then remove, edit or add other production plans and create a new build for the new batch size.

Instead of editing the build's batch size directly, the quantity adjustment is done on the production plan itself.

When cancelling a build, all parts and quantities that have been automatically procured are removed, as long as they remain in an open purchase list or production plan.

• Backport of v2.9.19 release (see changelog)
• [fix] BOM: unable to change quantity through the edit dialog
• [fix] Wrong currency displayed on the price breaks table
• [fix] Quotes: picking the wrong (cheapest) price break

• [fix] Chance for Team Workspaces not to sync

• Backport of v2.9.18 release (see changelog)
• [fix] Purchasing: unable to Receive items
• [fix] Chance for crash when rendering some quantities with unit of measure

• Backport of v2.9.17 release (see changelog)
• [fix] Purchase orders: invalid quantity exported through Copy/Export Cart

• [fix] Chance for Stock Balance to display NaN on parts (other than generics)
• [fix] Chance for crash while rendering unit of measure value

• Backport of v2.9.15 and v2.9.16 releases (see changelog)
• Part autocompleter and quotes search on online suppliers is now available for part categories electrical and mechanical (previously, only electrical)
• [fix] Chance for Stock Balance to display NaN on generic parts
• [fix] Purchasing: not able to select quotes for generic parts (invalid MOQ)

• Backport of v2.9.14 release (see changelog)
• Color picker wheel replaced by color presets
  
  
• [fix] Values of custom fields of type Option not visible once a color is set

• Backport of v2.9.13 release (see changelog)

• [fix] Chance for the app to crash if table has grouped columns and Stock Balance is visible

• Units of measure: you can now track inventory measured by its length, area, volume or weight. New units can be created under these categories.
  You can for example create different units for Unit (by default, Each is used) which would allow you to track quantities by Packs or 40-pin or pin which can then be converted to any other unit under the same category. Units of measure under the same category (i.e. unit, length, area, volume or weight) can be converted into each other.
• With the introduction of units of measure, parts can also have different categories: electrical, mechanical and consumable. Only consumables can be tracked by its length, area, volume or weight.
  
• When manually creating a BOM entry, a part can be picked to be immediately assigned
  
• A color can now be defined for custom fields of type Option, which is displayed on tables
  
• All fields named Quantity were renamed to Qty for brevity and consistency throughout the app
• Number representation respects current locale
• Workspace settings were re-organized and split into different topics for easier access

• Production: links for project and project revision added to the top of the table
• [fix] Project builds: chance for the `Pick alternate..." context-menu to be incorrectly disabled
• [fix] Project builds: update allocated inventory when merging or splitting items
• [fix] Generic parts: changed the way Stock Balance is calculated. Since generics don't keep their own stock (instead, they use stock from their alternate parts), Stock Balance for generic parts only takes into account their own planned and allocated inventory as open purchase lists and planned project builds are the only places where you can find generic parts listed. The Stock Balance of each of its alternates is then added into this value, but only if positive.

• Purchasing: parts can be replaced on purchase lists
• Purchasing: when the same quote is used in multiple lines, an error is displayed
• [fix] Purchasing: planned inventory not getting updated when parts are selected for generics
• [fix] Parts: wrong Stock Balance on generics
• [fix] Chance for fuzzy search to (still) filter out some valid results
• From now on, all Windows releases are signed with an EV Code Signing Certificate

• Project Pricing & Availability: when creating a purchase list, keep already selected quotes
• Parts: generic parts now have an Inventory table on the Parts > Details tab, so you can see inventory of all of its alternate parts
• Purchase Lists: when a generic part is replaced by one of its alternates, that part can then be reverted so it becomes the original generic part again
• Purchasing: order multiples (i.e. an item that can be bought only on multiples of that value) are now used and if the quantity to be ordered is not a multiple a warning/error is displayed
• Purchasing: quotes for generic parts include a reference to the Part Number they belong to
• [fix] Some external links not working

• [fix] Filters: chance for the fuzzy search not to show all results that are valid
• Merge of the main branch into the beta (see changelog)

• Projects: when removing a project revision you now need to type a confirmation text in order to make it harder to accidently remove its BOM and project builds
• Projects: a project build is now considered in-progress once inventory has been reserved for at least one item
• Parts: the on/off setting for the auto-completer for outsourced parts in the Part dialog is now remembered
• Lots: when manually increasing quantity of inventory on a Lot a (big) warning is displayed and leaving a comment, briefly explaining this adjustment, is mandatory
• Barcodes: angle brackets can now be used to replace non-readable characters on vendor-barcodes (e.g. <GS>; before only curly brackets were supported as in {GS})
• Tables: when clicking on a chevron to expand/collapse a row, the corresponding row is not selected
• [fix] When going-to Storage, chance for selected storage not to be visible if nested inside collapsed storage locations
• [fix] When exporting tables into PDF or HTML, group by is now respected
• [fix] Generic parts: stock (allocated, planned, etc) not being updated according to its alternates
• [fix] Alt. Lot # can now be grouped by and sorting has been fixed

• Inventory: inventory for in-house parts without a project associated to them can get a textual Rev (instead of having to pick a specific revision from a project)
• Inventory: when adding inventory, a Rev can be defined
• Lots: Lots can now be manually created through the Lots tab. These are named custom Lots as inventory can be added into them only manually (through the Inventory table or when importing parts)
• Lots: Lot # can now be renamed
• Lots: new field Alt. Lot #. While Lot # has to be unique, Alt. Lot # doesn't. It can be used to represent a vendor or customer-facing lot code, different than the one used internally.
• Projects: Pricing & Availability table now includes an Availability column. This represents availability to purchase (if needed), according to the selected quotes (or lack of them). This should make it easier to spot the parts that might be harder to source for the desired quantity.
  

• Date pickers now have a select box to quickly select the year and month
• Settings: Enforce quotes no longer exists. On a purchase list, selecting quotes is mandatory so purchase orders for each supplier can be created.
• Multiple labels can be removed at the same time
• Inventory on a Lot can now be manually increased. This might result in traceability loss as this adjustment might not be related with the purchase order or project build the Lot was originally created at, so adding a comment explaining this adjustment is recommended.
• [fix] Suppliers: not able to create a price break on a custom quote
• [fix] API: part not being correctly assigned when creating a project build
• [fix] External links not opening on the default browser
• [fix] Print shortcut printing inventory barcode labels on the Parts view, instead of part barcode labels
• Several small UI/UX improvements

• Team Workspaces can now be recycled. Recycling a team workspace consists of deleting it and creating a new one from scratch, keeping the same team members. All data is lost. Only owners can recycle a team workspace.
  
  
• [fix] Parts: when manually creating parts disable auto-completer if type is not ´outsourced`
• [fix] Unable to select parts to add as alternates
• [fix] Unable to manually create a BOM entry
• [fix] Row selection

• Dialogs are now draggable (can be moved around on the app)
• When reducing inventory to zero, remove the inventory itself if no quantity is reserved for something else
• By default, adding parts to a purchase list (Add to...) adds the part's Stock Balance if negative
• New stock fields added to tables
• Significant performance improvements on the app
• [fix] Unable to manually create parts

• [fix] Remove in-production inventory when projects are removed
• [fix] Invalid regular expression: /+/: Nothing to repeat

• You can now set the Preferred Part Number a part should be identified with: Internal PN or Part Number. This is done through Settings > Workspace > Preferred PN. With this, fields like Alternates, that display a list of alternative parts, will use either part number to identify those parts. On barcode labels, when the preferred PN is set to Internal PN, the Internal PN is used on the barcode label's title (instead of the manufacturer's Part Number) as it's more relevant.
• Custom fields of type App Element can now have multiple values. As an example, on a custom field of type App Element - Part you could set multiple parts under that field.
• New shortcut: Ctrl + P (or Cmd+P on macOS). This sends selected items on the most recently used table to the printer, similar to manually exporting labels and selecting Send to printer as the output method. The most recently used table is the one that received a click or on each an item was most recently selected.
• Contacts: references to Customer removed. Instead of a Customer #, a contact has now an ID which consists of an alternative way to identify the contact other than by its name
• Contacts: references to VAT# field renamed to Tax ID

• Purchase lists now have a status: open or closed
• New inventory type added: Planned. Planned inventory includes all inventory listed on open purchase lists and orders.
• Stock Balance now includes Planned inventory and takes Low stock threshold into account (Stock Balance = Stock - Allocated - Low stock threshold)
• Customers removed from Sales > Customers and are now available under their own tab Contacts.
• [fix] Price inputs

• BOM: auto-assign parts only of selected items
• When auto-assigning parts, consider generic parts as well
• Stock On-hand renamed to Stock Available
• Stock On-hand now represents the sum of stock available plus the stock reserved, as both stock available and reserved are technically on-hand.
• New types of inventory: allocated and in-production. These allow to list and track inventory that has been allocated to purchase builds or sales orders. Allocated inventory doesn't necessarily exist or is associated to any specific stock unit, but it allows to represent a need for that inventory. Later, this will be used to better plan production and purchasing by taking into account current inventory levels and already allocated inventory, as well as its timeline. Lastly, in-production inventory allows to track units that are currently in production, similarly to the on-order inventory that was already being listed.
• Stock Balance: this represents all the stock that is available and incoming (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).
• Part details and inventory table display all stock types (on-hand, available, reserved, allocated, on-order and in-production)
  

• Tables: page size can now be individually set for every table
  
• History: part created and part removed event logs are now created
• History: generate event logs for parts and inventory created when importing parts or purchase orders
• Barcode scanning: the one-shot mode can now be set to operate on a continuous mode, meaning it won't be disabled after the first barcode is scanned
• Barcode scanning: when using the one-shot mode three different matching methods can be selected: exact, contains or regular expression
• BOM: parts can now be auto-assigned for items that have multiple matching suggestions - the part with the highest stock is picked
  
• BOM: parts can be replaced (instead of having to unassign and assign it again)
• Purchase orders: when manually editing the price, you can now set its currency

• Parts: Autocomplete... menu allows to autocomplete data (description, value and package) on existing parts
• Tables: column selector is searchable
• Team management: team members can be added / invited / removed through the Account & Team dialog, Team Workspace's name can be edited through the Workspace Selection dialog
• Company logo: logo is synced on Team Workspaces. You will have to set your company logo again in case you have done it before, through the Account dialog
• Context menus now have icons