Summary of changes:

Stock Transfer permissions are now handled per warehouse, so users with access to only the source or destination warehouse can still work on their part of the transfer, and the same applies to Receive Notes on Purchase Orders

🏢 New warehouse permission logic for Stock Transfers

Previously, a user needed permission for both the From and To warehouses to work on a Stock Transfer. Permissions are now handled separately for each side of the transfer.

Users with permission for the Source (From) warehouse only:

• Can see the Stock Transfer in the list
• Can perform actions on the Stock Transfer, like adding products to it or marking it as Incoming.
• Can't create or work on its Receive Notes

Users with permission for the Destination (To) warehouse only:

• Can see the Stock Transfer in the list
• Can't make changes to the Stock Transfer itself
• Can create Receive Notes and perform all actions on them

If you have any questions or feedback about these updates, we'd love to hear from you!

Key Changes:

Replenishment

• New ordered inventory status added alongside the existing stock status in the Replenishment Status column
• New Replenishment Timeline card showing stockout history, incoming deliveries, and reorder timing
• Column updates: added Days since Out of Stock and Days to Incoming, improved the Days to Next Stockout logic, and merged the Incoming Before/After columns
• Filters reworked into a side-drawer with recommended filters, search, and explicit save

Purchase Orders:

• Introducing Saved Tabs with customizable filters for POs and Stock Transfers
• New filters for key PO dates, including confirmation date, ship by date, expected arrival, and last updated
• Ship By Date can now be included in Purchase Order PDFs

Improvements to Replenishment

📊 Ordered Inventory status added to the Replenishment Status column

The Status column now has a new ordered inventory status (Not Ordered, Ordered, or Overdue) along with the existing inventory status (Out of Stock, Reorder Now, Reorder Soon, or Healthy).

📅 Easily view the Replenishment Timeline

A new Timeline card plots how long you've been out of stock, when the next PO delivery is expected, when you should next reorder, and the next stockout. It also flags unavoidable stockout periods caused by PO delays or late ordering.

📋 Changes to columns for clarity and usability

➕ New columns: Days since Out of Stock and Days to Incoming

Days since Out of Stock shows how long a product has been out, and Days to Incoming shows how soon its next delivery is expected. We've also added a plain Incoming column showing the incoming quantity.

✏️ Days to Stockout has been replaced with Days to Next Stockout

The logic has been improved to consider your incoming Purchase Orders and suggest your next Stockout Date.

♻️ Merged the Incoming Before/After Columns into a single Incoming column for clarity

✨ Improved side-drawer view for Filters

We've made it easy to access to Recommended filters, and added a search operation for filters.

Improvements to Purchase Orders and Stock Transfers

🗂️ Introducing Saved Tabs with Customizable filters

You can now save your own filtered views for Purchase Orders and Stock Transfers, so your most-used filters, columns, and sort order are just a click away.

🗑️ Remove any Tab Views you do not require

You can delete any Tabs you do not use, including the pre-defined Status tabs. No data (except for the saved filter combinations) is lost. If required, you can re-create them with the same filters as before.

👀 Improved drawer-view for Products Received and Products Ordered reports

📅 New filters for key Purchase Order dates

You can now filter by confirmation date range, ship by date, expected arrival, and last updated range. You can also filter for whether or not a PO has these dates (e.g. Has Confirmation Date).

🛳️ Ship By Date can now be included in Purchase Order PDFs

You can include it in Purchase Order PDFs by going to Settings > Purchase Order Settings > enabling Ship By Date.

If you have any questions or feedback about these updates, we'd love to hear from you! You can also react to this annoucement let us know your thoughts on these updates.

Summary of changes:

• New Plan tab inside Purchase Orders with Replenishment data, customizable views, and saved filters
• New “Add All Products” button to add your entire catalog in one click, with or without suggested reorder quantities
• Products tab renamed to Line Items, with new filters for Blank Quantity and Error Lines, and an option to Bulk Delete lines.
• Confirmed status of POs has been replaced by a Confirmation Date field.
• New Ship By Date field added to POs to track when a supplier has shipped an order
• PO headers can now be collapsed for a cleaner view
• Start Ordering in Replenishment now creates a Draft PO directly and opens the Plan tab

📋 New "Plan" tab in Purchase Orders

A new Plan tab is now available inside every Purchase Order. It brings your Replenishment data directly into the PO workflow, so you can see forecasts, reorder suggestions, and product details while building your order and planning your budget, without switching between screens.

📌 Saved Views in the Plan tab

The Plan tab is fully customizable. You can create and save multiple views with your own filters and column layouts.

📦 Add all products in one click

A new Add All Products button lets you add all products matching the applied filters to the PO in one click.

When adding, you can choose to include the suggested reorder quantities from Replenishment, or add the products without quantities if you prefer to fill them in manually.

🔍 PO Line Items tab has new filters

The Products tab inside Purchase Orders has been renamed to Order Lines. You can now filter lines by Blank Quantity (lines where no quantity has been entered yet) and Error Lines (lines with validation issues), making it easier to catch and fix problems before sending an order.

🗑️ Bulk delete PO Line Items

You can now select multiple lines in the Order Lines tab and delete them all at once, instead of removing them one by one.

💰 Confirmed status has been removed from POs. Replaced by Confirmation Date

The Confirmed status has been removed from Purchase Orders. In its place, there is now a Confirmation Date field where you can record when an order was confirmed with your supplier.

📅 Ship By Date

A new Ship By Date field lets you record when your supplier is expected to ship the order, so you can track delivery timelines and follow up if a shipment is running late.

✨ Collapsible headers

The header section of a Purchase Order can now be collapsed for a cleaner view while you work on the order lines.

🔄 Starts a Draft PO directly from the Replenishment Dashboard

The Start Ordering button in Replenishment previously took you to the Replenishment table to select products before creating a PO.

It has now been replaced with a Create PO button that creates a Draft PO directly and opens the Plan tab, where all your Replenishment data is available for you.

If you have any questions or feedback about these updates, we'd love to hear from you!

We've made several improvements across Replenishment, Purchase Orders, Suppliers, and Reports & Filters to give you more control and visibility across your inventory.

⛔️ Exclude Products from Replenishment

You can now exclude products from Replenishment that you don't need to reorder. Select the products in the Replenishment Table and click Exclude from Replenishment at the bottom.

To bring a product back into Replenishment, go to Settings > Replenishment Settings > Excluded Products.

🛒 Improvements to Purchase Orders

💰 New Retail Price, Margin, and Margin % columns

Purchase Orders now show Retail Price, Margin, and Margin % columns, so you can check your margins while placing an order. These columns are also available on Receive Notes.

✨ Suggested Quantity by Min/Max is back

Alongside the existing Suggested Reorder Quantity based on Replenishment, you can now also add a Suggested Quantity (Min/Max) column, calculated from your Min/Max stock levels.

Within a PO, go to Add Products > Columns > Suggested Quantity (Min/Max) to enable it.

📦 Pack Quantity column

You no longer need to calculate unit counts manually when ordering by the pack. Enter the number of packs in the new Pack Qty column, and Sumtracker automatically calculates the total units for you.

For example, type 5 in Pack Qty if you're ordering 5 packs, and Sumtracker will work out the total number of units for you.

🌐 Hebrew language support in PDFs

PDF prints in Purchase Orders now support Hebrew, so you can generate Purchase Order PDFs for products that have names or variant information in Hebrew.

🏬 Improvements to Suppliers

🔐 User Permissions for managing Suppliers

You can now control which users are allowed to change Supplier information, giving you more control over who can edit supplier details across your account.

You can do this by going to Settings > Manage Users > Edit a User > Manage Supplier.

✏️ Edit Supplier info directly from the table

Supplier details like Lead Time, Safety Days, and Supplier Notes can now be edited directly from the Suppliers table, without opening each supplier individually.

📊 Improvements to Reports & Filters

💵 Weighted Average Landed Cost and Cost Impact in Inventory Log

The Inventory Log now shows Weighted Average Landed Cost (WALC) and the resulting Cost Impact for each entry. This lets you see exactly how each inventory adjustment affects your business in real cost terms.

A few points to note about these columns:

• They show your products' Weighted Average Landed Cost.

• They show the current WALC for all products (not the cost as it was when the adjustment was made), and WALC gets recalculated every time you receive a Purchase Order for those products.

🔍 Shopify Vendors filter

A new Shopify Vendors filter is now available across multiple pages, letting you filter products by their Shopify Vendor.

This is especially useful if your Shopify Vendors are not the same as your Suppliers in Sumtracker.

🏪 Channels filter

You can now filter by Channels, and Channels is not in the Products page, Consolidated Inventory Report, Bundle Cost Report, Purchase by Product, and Purchase by Supplier reports.

This helps you see which products exist (or don't exist) in a specific sales channel.

If you have any questions or feedback about these updates, we'd love to hear from you!