On the app you can opt for either release channel through
Settings > General > Check updates
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 buildsv2.9.26
release (see changelog)Pricing & Availability
table and the Order Qty
is assumed by defaultPricing & Availability
table, missing inventory can be checked through Stock Balance
instead of Stock Available
[fix]
Go-to issue when issue type filter is selectedBackport 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
v2.9.24
release (see changelog)deliveryDate
on sales orders has been deprecated, expected.deliverBy
should be used instead (please check API documentation)v2.9.23
releases (see changelog)Assign to first match
option is now enabled by default[fix]
Add to...
menu always disabled under the Parts tabID code
and Date code
can be set when receiving items on a PODate code
can be set when finishing a production build[fix]
Failing to autocomplete part's data (integration with Nexar API)[fix]
Procurement picking the wrong product revision[fix]
Input not accepting the minus symbol (-
)This release introduces role-based permissions. Right now you can pick from 3 basic roles:
Admin
: can add other users, has access to all featuresMember
: cannot add other users but has access to all featuresObserver
: 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.
v2.9.20
, v2.9.21
and v2.9.22
releases (see changelog)Production Plans
(more below)Projects
have been renamed to Products
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.[fix]
Wrong quantity when adding a part into a purchase list through Add to... > Purchase List
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.
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.
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.
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 syncv2.9.18
release (see changelog)[fix]
Purchasing: unable to Receive items
[fix]
Chance for crash when rendering some quantities with unit of measure 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 valuev2.9.15
and v2.9.16
releases (see changelog)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) v2.9.14
release (see changelog)[fix]
Values of custom fields of type Option
not visible once a color is set [fix]
Chance for the app to crash if table has grouped columns and Stock Balance
is visibleUnits of measure
: you can now track inventory measured by its length, area, volume or weight. New units can be created under these categories.
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.electrical
, mechanical
and consumable
. Only consumables can be tracked by its length, area, volume or weight.
Option
, which is displayed on tables
Quantity
were renamed to Qty
for brevity and consistency throughout the app[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.[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 resultsInventory
table on the Parts > Details
tab, so you can see inventory of all of its alternate parts[fix]
Some external links not working[fix]
Filters: chance for the fuzzy search not to show all results that are validmain
branch into the beta
(see changelog)in-progress
once inventory has been reserved for at least one itemLot
a (big) warning is displayed and leaving a comment, briefly explaining this adjustment, is mandatory<GS>
; before only curly brackets were supported as in {GS}
)[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 Rev
(instead of having to pick a specific revision from a project)Rev
can be definedLots
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)Lot #
can now be renamedAlt. 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.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.
Enforce quotes
no longer exists. On a purchase list, selecting quotes is mandatory so purchase orders for each supplier can be created.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 labelsrecycled
. 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 selectionAdd to...
) adds the part's Stock Balance
if negative[fix]
Unable to manually create parts[fix]
Remove in-production
inventory when projects are removed[fix]
Invalid regular expression: /+/: Nothing to repeat
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.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.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.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 nameVAT#
field renamed to Tax ID
open
or closed
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 inputsauto-assign parts
only of selected itemsStock 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
.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 created
and part removed
event logs are now createdone-shot
mode can now be set to operate on a continuous
mode, meaning it won't be disabled after the first barcode is scannedone-shot
mode three different matching methods can be selected: exact
, contains
or regular expression
Autocomplete...
menu allows to autocomplete data (description, value and package) on existing partsAccount & Team
dialog, Team Workspace's name can be edited through the Workspace Selection
dialog Account
dialog