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 builds
v2.9.26release (see changelog)
Pricing & Availabilitytable and the
Order Qtyis assumed by default
Pricing & Availabilitytable, missing inventory can be checked through
Stock Balanceinstead of
[fix]Go-to issue when issue type filter is selected
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
v2.9.24release (see changelog)
deliveryDateon sales orders has been deprecated,
expected.deliverByshould be used instead (please check API documentation)
v2.9.23releases (see changelog)
Assign to first matchoption is now enabled by default
Add to...menu always disabled under the Parts tab
Date codecan be set when receiving items on a PO
Date codecan 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 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.
v2.9.22releases (see changelog)
Production Plans(more below)
Projectshave been renamed to
ID code, which should uniquely identify the inventory itself, and a
Date code. The
ID codeshows 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.
v2.9.19release (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
v2.9.18release (see changelog)
[fix]Purchasing: unable to
[fix]Chance for crash when rendering some quantities with unit of measure
v2.9.17release (see changelog)
[fix]Purchase orders: invalid quantity exported through
Stock Balanceto display
NaNon parts (other than generics)
[fix]Chance for crash while rendering unit of measure value
v2.9.16releases (see changelog)
mechanical(previously, only electrical)
Stock Balanceto display
NaNon generic parts
[fix]Purchasing: not able to select quotes for generic parts (invalid MOQ)
v2.9.14release (see changelog)
[fix]Values of custom fields of type
Optionnot visible once a color is set
v2.9.13release (see changelog)
[fix]Chance for the app to crash if table has grouped columns and
Stock Balanceis 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.
Eachis used) which would allow you to track quantities by
pinwhich 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.
consumable. Only consumables can be tracked by its length, area, volume or weight.
Option, which is displayed on tables
Quantitywere renamed to
Qtyfor 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 Balanceis calculated. Since generics don't keep their own stock (instead, they use stock from their alternate parts),
Stock Balancefor generic parts only takes into account their own
allocatedinventory as open purchase lists and planned project builds are the only places where you can find generic parts listed. The
Stock Balanceof 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
Stock Balanceon generics
[fix]Chance for fuzzy search to (still) filter out some valid results
Inventorytable on the
Parts > Detailstab, 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 valid
mainbranch into the
in-progressonce inventory has been reserved for at least one item
Lota (big) warning is displayed and leaving a comment, briefly explaining this adjustment, is mandatory
<GS>; before only curly brackets were supported as in
[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 byis now respected
[fix]Generic parts: stock (allocated, planned, etc) not being updated according to its alternates
Alt. Lot #can now be grouped by and sorting has been fixed
Rev(instead of having to pick a specific revision from a project)
Revcan be defined
Lotscan now be manually created through the
Lotstab. These are named
customLots as inventory can be added into them only manually (through the Inventory table or when importing parts)
Lot #can now be renamed
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.
Pricing & Availabilitytable now includes an
Availabilitycolumn. 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 quotesno longer exists. On a purchase list, selecting quotes is mandatory so purchase orders for each supplier can be created.
Lotcan 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
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
Add to...) adds the part's
Stock Balanceif negative
[fix]Unable to manually create parts
in-productioninventory when projects are removed
Invalid regular expression: /+/: Nothing to repeat
Preferred Part Numbera part should be identified with:
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 PNis used on the barcode label's title (instead of the manufacturer's
Part Number) as it's more relevant.
App Elementcan now have multiple values. As an example, on a custom field of type
App Element - Partyou could set multiple parts under that field.
Ctrl + P(or
Cmd+Pon macOS). This sends selected items on the most recently used table to the printer, similar to manually exporting labels and selecting
Send to printeras the output method. The most recently used table is the one that received a click or on each an item was most recently selected.
Customerremoved. Instead of a
Customer #, a contact has now an
IDwhich consists of an alternative way to identify the contact other than by its name
VAT#field renamed to
Planned. Planned inventory includes all inventory listed on open purchase lists and orders.
Stock Balancenow includes
Plannedinventory and takes
Low stockthreshold into account (
Low stock threshold)
Sales > Customersand are now available under their own tab
auto-assign partsonly of selected items
Stock On-handrenamed to
Stock On-handnow represents the sum of stock available plus the stock reserved, as both stock available and reserved are technically
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-productioninventory allows to track units that are currently in production, similarly to the
on-orderinventory 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 removedevent logs are now created
one-shotmode can now be set to operate on a
continuousmode, meaning it won't be disabled after the first barcode is scanned
one-shotmode three different matching methods can be selected:
Autocomplete...menu allows to autocomplete data (description, value and package) on existing parts
Account & Teamdialog, Team Workspace's name can be edited through the