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Assembly Conversion, Material Archiving Safeguards + Better Customer/Supplier Browsing

May 31, 2026

  • Assembly item conversion: conversion functionality has been extended to assembly items, allowing assembly-related material workflows to use the same conversion tooling as other material items.
  • Item weight and volume in templates: custom document templates can now expose item weight and item volume values, supporting richer sales, dispatch, and customer-facing documents.
  • Planned material select-all: the new planned material workflow now includes a select-all checkbox, making bulk material selection faster and less repetitive.
  • Material archive dependency details: before archiving a material item, users can see more information about where that item is used, reducing the risk of hiding an item that is still needed in assemblies, BOMs, sales, or other workflows.
  • Safer material imports: importing material updates over existing material items now preserves existing fields such as minimum order quantity and units of purchase instead of accidentally clearing them.
  • Customer and supplier list sorting: customer and supplier browse pages now support more robust ordering, making large lists easier to scan and manage.
  • Customer and supplier filtering: customer and supplier list filters have been expanded so users can narrow results more effectively.
  • Address-inclusive customer search: customer search now includes address information, helping users find the right customer when names alone are not enough.
  • Material item name uniqueness setting: administrators can toggle whether material item names must be unique, allowing each organisation to choose the catalogue control that best matches its processes.

Minor Fixes & Release Notes

We've also included the following minor updates:

  • Extend conversion function to assembly items.
  • Expose item weight and item volume values for custom document templates.
  • Add select-all checkbox for new planned materials.
  • Add material item archive dependency information.
  • Prevent material import updates from clearing existing fields.
  • Add filtering and ordering on customers and suppliers.
  • Include address fields in customer search.
  • Add toggle for material item name uniqueness enforcement.