2026-03-12

Major New Features

Requests & Approvals

We’ve introduced a new Requests feature within OE Central. This is a generic, flexible system that allows users to submit approval requests - for example, requesting a margin reduction on a line. Requests can be created, reviewed, and actioned by the appropriate team members directly within the platform. This lays the groundwork for various approval-based workflows going forward.

Child Lines on Projects

You can now add child items underneath existing project lines, creating simple parent-child hierarchies directly in your project workspace. This is particularly useful for building bill-of-material-style groupings, where a main product has associated components or accessories. Child lines behave like standard project lines but are visually nested under their parent, and totals roll up accordingly.

Stock levels on child lines: Previously, stock availability was only shown on top-level project lines. Stock levels (including supplier, simple, and warehouse stock) are now fully visible on child lines, so you have complete availability information at every level of your project.

Courier Integration - Uber Direct

A brand-new courier app has been added for Uber Direct, enabling same-day and on-demand deliveries via Uber's courier network. The integration covers the full Uber Direct API, including delivery creation, tracking, proof of delivery, and cancellation. This is available as an installable courier app from the Apps section.

Project History Enhancements

Project history has been significantly expanded to provide better visibility into what's happening on a project. History entries now carry an event type (Info, Warning, or Error), making it immediately clear which events need attention. Webhook activity is now tracked in history, so you can see when external notifications were sent and whether they succeeded or failed. Error entries are surfaced prominently in the project workspace, helping you quickly identify and resolve issues without digging through logs.

Picked Column Enterprise

For Enterprise licence users, a new "Picked" column has been added to the project lines view. This column displays how many units of each item were actually picked during fulfilment, providing a clear comparison between what was ordered, what was allocated, and what was physically picked.

Hide Sales Rep on Documents

A new "Hide Sales Rep" display setting has been added to document generation. When enabled, the sales rep's name and email address will be excluded from the generated PDF. This is configurable per workflow and per document type, consistent with existing display settings like "Hide Codes" and "Hide Images". Useful for organisations that prefer a company-branded document without individual rep details.

Sales Report - Live GP Fields

Two new columns have been added to the Sales Report: Total Project GP and Total Project GP Percentage. These display live, calculated gross profit values for each project, ensuring that the report always reflects the current state of project profitability rather than a snapshot from when the project was last saved.

Stock Level API - Modified Date Filter

A new API endpoint has been added that allows external systems to retrieve stock levels filtered by a modified date and time. By passing a date parameter, only stock records updated on or after that date are returned. This enables efficient incremental stock syncs for integrations that need to stay up to date without pulling the full stock dataset each time.

Enhancements

Pagination & Stock Visibility

The project lines table now supports adjustable column widths. You can resize columns to prioritise the information most important to you - especially helpful on smaller screens or laptops where description text and quantities were previously difficult to read. Your column preferences are remembered per session.

On-Demand Pricing - Better Feedback

When OE Central reaches out to an external pricing system to fetch live prices for a product, the interface now provides clear, real-time visual feedback. A loading indicator shows exactly which lines are awaiting external pricing, and if the external system is slow to respond or unavailable, this is communicated clearly. Previously, it could appear as though OE Central itself was unresponsive - this update makes it obvious that the system is waiting on an external source.

Margin Management

Expanded margin controls with a new approval workflow. Sales managers can now set a minimum margin threshold, and when a deal falls below that threshold, the system requires managerial approval before the quote can proceed. This gives organisations tighter control over profitability while still allowing sales reps to negotiate within approved boundaries. Additional improvements have been made to how margins and discounts interact to ensure calculations are accurate across all scenarios.

Supplierless Product Filtering

For organisations that have enabled the setting requiring every project line to have a supplier, products without an assigned supplier will no longer appear in product search results when adding lines to a project. The catalogue/product search page also automatically applies the "Has Supplier" filter when this organisation setting is active, keeping search results clean and relevant.

Email Sender Identity

OE Central can now send emails using a centralised sender identity rather than requiring each tenant's domain to be verified in Amazon SES. Previously, sending emails from a sales rep's actual email address required domain verification, which involved DNS configuration that many organisations found cumbersome. With this update, emails can be sent "via OE Central", removing that setup barrier while still clearly identifying the origin of the communication.

Project Search API - Project Key

The Project Search API endpoint now includes Project Key values in its response payload, allowing integrations to reference the human-readable project key alongside the internal identifier.

Accounting Sync - Disabled Clients

Clients that have been disabled in OE Central are no longer synced to connected accounting systems. Previously, disabled clients were still included in the sync cycle, which could cause unnecessary errors or create confusion in the accounting system. The sync now respects the client's enabled/disabled status.

Bug Fixes

User Display Settings Consistency

Cost, selling, total, and GP column visibility settings (configured per user) now correctly apply everywhere - including expanded child line views on both the dashboard and project screens. Previously, these preferences were only respected on the top-level view, meaning child lines could show columns the user had chosen to hide.

Automatic Product Disconnect

Improved the logic that automatically disconnects products from a supplier when they haven't appeared in a product feed for over 48 hours. Previously, products that had never received a stock update (where the stock-last-updated date was empty) were incorrectly skipped and never disconnected. These products are now handled correctly and will be disconnected after the same 48-hour threshold.

Supplier Name Validation

Fixed an issue where it was possible to create a supplier with an empty name through certain integration pathways. Supplier name is now properly validated to prevent blank entries.

Workspace Export

Resolved an error that could occur when exporting a workspace, caused by an issue with how project line identifiers were handled during the export process.

Xero Authentication

Resolved an authentication issue affecting certain instances connected to Xero. Users who were experiencing authorisation failures when syncing should find this is now working correctly.

Account Verification

Resolved an issue that was preventing certain users from completing the account verification process when setting up their instance.

Default Sorting

Fixed a bug on the Manage Sales Channels screen where the grid appeared to have a sort indicator on the Channel Name column but the data was not actually sorted. Sorting now works correctly on initial load and responds properly when clicking column headers.