OrderEazi Knowledge Base
  • 👋Welcome to OrderEazi
  • Overview
    • 💡What is OrderEazi?
    • ✨Our Features
  • Getting Started
    • 🛠️Getting set up
      • Quick Start Guide
  • Sales Features
    • Projects
      • New Project
      • Payments
    • My Workspace
      • Bulk Operations
    • Products
      • Import Products
        • Filling in the Import Product Template.
      • Simple Inventory Management
    • Clients
      • Import Customers
        • Filling in the Client Import Sheet
      • Statements
    • Suppliers
      • Import Supplier
        • Supplier Import Sheet
    • Settings
      • Workflow Manager
        • The Default Workflow
        • Setting up additional workflows
      • Organization Setup
        • Document Appendices
        • Advanced Settings
      • Manage Users
        • Users
        • Roles
      • Data Management
        • Industry Manager
        • Brand Manager
        • Reporting Group Manager
        • Category Manager
        • Tags
    • Tax
      • 2025 - VAT changes in RSA (15% -> 15.5%)
  • Inventory Features
    • Sales Orders
  • Apps
    • Commerce
      • WooCommerce
      • Takealot
    • Messaging
      • WhatsApp
        • Setting Up WhatsApp for OrderEazi
        • Managing Messaging for Workflow
        • Creating and Sending WhatsApp Template Messages on Project
    • Accounting Systems
      • Palladium
      • Xero
      • Sage One
      • QuickBooks Online
    • Payment Provider Integrations
      • PayU
    • CRM Integrations
      • Hubspot
    • Supplier Feeds
      • Amrod
      • Headwear24
      • KMQ
      • Barron
      • Jasani
      • Tarsus
      • Mustek
      • Trade Only Gifts
      • Rectron
      • Nology
      • Syntech
      • Gammatek
      • Pinnacle
      • Captivity
    • Shipping & Couriers
      • RTT
      • Brima
      • Ship Logic
      • SkyNet
  • OrderEazi
    • 📔Release Notes
      • 2024-12-13
      • 2024-11-19
      • 2024-10-30
      • 2024-04-22
      • 2024-04-04
      • 2024-03-08
      • 2024-03-01
      • 2024-02-21
      • 2024-02-05
      • 2024-01-24
      • 2024-01-18
      • 2023-11-30
      • 2023-11-25
      • 2023-11-16
      • 2023-11-15
      • 2023-11-14
      • 2023-11-13
      • 2023-11-08
      • 2023-10-16
      • 2023-09-17
      • 2023-08-29
      • 2023-07-12
      • 2023-06-20
      • 2023-05-29
      • 2023-05-11
      • 2023-04-26
      • 2023-04-04
      • 2023-03-10
      • 2023-02-17
      • 2023-01-24
      • 2022-12-05
      • 2022-11-06
    • 🚀Roadmap
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On this page
  • Updated: Reporting Groups
  • Updated: Sales Channels
  • Minor Updates and Fixes
  1. OrderEazi
  2. Release Notes

2023-04-04

5.05.0

Updated: Reporting Groups

You can now assign multiple reporting groups to a sales rep if they report to different groups. See a new dropdown appear when working on a project if the rep assigned to the projects has more than one reporting group.

Updated: Sales Channels

  • When you set up or edit a sales channel you now have the ability to select if the channel will automatically approve orders sent to it.

  • Sales channels will now appear in the selected colour on your workspace so you can easily differentiate them.

  • Set up a sales channel to send out notifications automatically when a new order is sent.

Minor Updates and Fixes

  • A missing client sync button has been fixed

  • Custom actions on workflow steps now behave correctly when you try to save your selection

  • You will stay on the same page when you create a new product, this allows you to create products faster

  • The sequencing on the item movement report is now chronological up to the second

  • Updating images for a project line now works as expected. You will no longer see previous images in your generated PDF documents

  • We applied minor performance enhancements to the inventory module dashboard

  • You will now be able to view the uploaded artwork on the purchase order view, just like on the GRV view

  • Multiple new endpoints were added to the OrderEazi API

  • Row numbers are no longer missing

  • The GP for a project is now affected when adding expenses

Previous2023-04-26Next2023-03-10

Last updated 1 year ago

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