CHANGELOG
CHANGELOG
January 15, 2025
Version 25.01.02
The new Rentals Module makes managing rentals seamless with features like the ability to select SKUs/serials to rent out, dynamically adjusting inventory levels with rented products, the automatic adjustment of inventory upon rental returns, and the ability to generate rental invoices. Additionally, new updates to our custom fields feature allow you to create product location tracking abilities, perfect for tracking products like bikes or equipment across various sites or warehouses. You are able to see what locations are occupied and the specific work order associated with it.
January 8, 2025
Version 24.12.01
Enhancements to the product searching functionality in POS and Admin interfaces now provide real-time visibility into inventory details, including product availability and location. Users can search for items using product tags, collections, statuses, and all native Shopify search and filtering options. Serial number management now allows users to view assigned serials while linking them to Sales Orders. Serial tracking for Purchase Orders (PO) and Work Orders (WO) automatically updates the inventory change log. Additionally, assigned serial numbers are automatically returned to available stock when an order is canceled. A new Serial Inventory feature provides detailed visibility into metrics such as location, reserved, committed, available, on-hand, serialized on-hand, and status. Finally, cycle count functionality and stock transfers have been deployed in Admin.
December 18, 2024
Version 24.12.01
Enhanced scanner functionality across key modules, including Work Orders, Purchase Orders, Cycle Counts, Stock Transfers, and Item Receipts is available on Shopify Admin. Implemented a new Suppliers and Vendors system for purchase orders, rather than just Vendors. Ability for products to be associated with multiple vendors, controlled via an app block has also been implemented. Additionally, Work Orders (WOs) and Purchase Orders (POs) can now be filtered by staff member, with the added flexibility of creating custom filters for more efficient management.
December 11, 2024
Version 24.11.04
New features include the ability to assign serial numbers directly to orders through the "More Actions" menu. A payment and fulfillment status is now available within the Work Orders module for improved organization and tracking. The ability to create a Special Order (SPO) in WorkMate Admin and POS from an online order through the “More Actions” menu. The ability to adjust item prices up or down has also been deployed. This feature is configurable through the Settings module in WorkMate.
December 4, 2024
Version 24.11.03
Enhanced the PO Receiving process with the ability to scan serials using a barcode scanner on POS, streamlining product intake during PO receiving. Users now have the flexibility to either manually type in serials or scan barcodes to quickly and accurately record serialized products. Additionally, introduced a new Inventory log module on Admin, allowing users to view and control changes made by WorkMate to your Shopify inventory.
November 26, 2024
Version 24.11.03
Deployed a new serialized product identification feature, allowing products to be flagged via a metafield as "True" or "False" to indicate if they are serialized. Additionally, as part of the new Re-order feature within Purchase Orders, a SKU-level app block has been deployed in Shopify, enabling users to assign minimum and maximum inventory thresholds, streamlining the process of managing product reordering and ensuring efficient inventory control.
November 19, 2024
Version 24.10.04
A new Receipts feature within Purchase Orders has been introduced, providing enhanced tracking of received items, ensuring accuracy and transparency in the receipt and management of inventory.
November 12, 2024
Version 24.11.01
WorkMate has enhanced product bundling, serial management, and order creation to streamline workflows. You can now pull bundles or kits into work orders (WO) and purchase orders (PO) to efficiently include all related items. A new serial number assignment feature lets you attribute serial numbers directly on sales orders, with automatic syncing in the serial module for easy tracking. Additionally, a new action button on the sales order page allows you to create a PO or Special Orders (SPO) directly from the sales order, available on both admin and POS. For dropshipping, a 'DROPSHIP' button on POs opens a popup to select direct shipping to either the customer or store.
October 30, 2024
Version 24.10.03
The Scheduling Module now offers a user-friendly calendar interface with drag-and-drop scheduling, supporting daily, weekly, or monthly views and color-coded task assignments. New updates allow managing employee work hours, editing schedule names, and adding detailed availability. Notifications, available via SMS and email, provide automatic status updates on work order (WO) changes, including the option to set default notification types and trigger notifications upon WO creation. Employees are prompted to email customers automatically for special orders, which include product details and custom notes, and customer contact preferences are directly manageable in WorkMate.
October 15, 2024
Version 24.10.02
Configurable auto status change for fully paid work orders, and the ability to import and set reorder points or min/max numbers to auto-create draft purchase orders (POs), enhancing inventory management. Additionally, item receipts can now be managed in the PO module for both POS and admin with features like creating and viewing receipts, and selecting remaining items when creating receipts, streamlining the PO process.
October 8, 2024
Version 24.10.01
Merchants can now hide POS locations by user in key modules, with access restricted based on assigned locations. Franchise mode settings, serial location requirements, and a new sourcing button for Work Orders improve control and efficiency. Sourcing for services and fully stocked products is streamlined, and QA fixes enhance the employee scheduling module for smoother task management.
September 24, 2024
Version 24.09.04
Barcode scanning lookup via product metafields or variant barcodes is now available on POS. Used to scan product barcodes and instantly add products to the POS cart.
September 17, 2024
Version 24.09.03
Special order notifications via email, including product titles, order summaries, quantities, descriptions, and custom notes, are now available. Merchants can manage customer contact preferences within Workmate settings, view notification history for special orders, and manually or automatically send notifications.
September 10, 2024
Version 24.09.02
Miscellaneous fixes include improved POS/Admin draft order handling, UI enhancements, permissions per pin, and custom field bug fixes. SPOs are now mergable from the SPO module, and new data import feature are available for Work Orders (WO) and Purchase Orders (PO).
September 3, 2024
Version 24.09.01
Serial numbers includes the ability to open work orders via a serial number lookup, auto-populate work order info from sales orders, and pull product details like title, description, and inventory location. The serialization module allows for searching, sorting, and viewing historical work orders and purchase orders for specific serials. Additional features include serial tracking for new products, a backend database for serial number management, and serial options available on the admin and within work orders.
August 27, 2024
Version 24.08.04
Special orders released includes a special order module for POS and admin, the ability to display special order info in WOs and POs, create special orders for WOs, and combine them into a single PO. Cycle count deployment adds advanced scheduling, employee assignments, status tracking, and sorting/filtering for cycle counts.
August 20, 2024
Version 24.08.03
Cycle counts with the ability to compare current and new counts, add draft/completed statuses for partial stock takes, adjust inventory, and perform full stock counts. Transfer orders enhancements allows linking TOs to work orders, planning POs/TOs based on inventory, and transferring orders between locations via PO receipt. Purchase order enhancements enables PO creation from SO/WO actions, auto-creating POs/TOs, and linking PO creation with vendor selection.
August 20, 2024
Version 24.08.03
Order Types enhancements, adding order prefixes based on type, an order type field for better categorization, and quick filters for easier navigation. Work order and purchase order views now support enhanced filtering based on order type. The B2B Catalogues was released allows businesses to manage catalogs specifically for B2B clients, streamlining inventory and pricing for bulk purchases. Default permissions for new staff members have been updated to simplify setting permissions when onboarding new team members.
July 18, 2024
Version 1.2
Cycle counts, transfer orders and updates to UX for work orders and purchase orders.
May 9, 2024
Version 1.1
Extensibility for WorkMate on Shopify Admin. Feature parity with POS extension for work orders, purchase orders and service.
January 25, 2024
Version 1.0
First major deployment, WorkMate live on the Shopify app store for merchants. Accessibility to POS extension to create work orders, add service and labour hours.