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Material Item Visibility, Purchasing Filters + Xero Invoice Improvements

June 25, 2026

  • Material item movement summaries: material item screens now include a dedicated movement summary, making it easier to review recent stock activity without leaving the item context.
  • Purchase history tooltips: purchase truck icons now expose purchase order details on hover, so users can quickly see the related purchase information behind an item status.
  • Delivered purchase status visibility: material item purchase history now shows delivered truck status, giving users a clearer signal when purchased stock has been received.
  • Per-location reorder and maximum levels: material views now show reorder and max stock thresholds by location, with blank reorder levels treated as zero for clearer low-stock logic.
  • Sales list filtering: users can hide void and invoiced sales from the sales list, helping teams focus on sales that still need action.
  • Purchase order filtering: purchase order history can be filtered to focus on non-completed items, reducing noise when reviewing open purchasing work.
  • Customer address handling on sales: when switching customers on a sale, users are prompted to choose whether to keep the existing address details or replace them with the new customer's details.
  • Xero invoice email handling: invoice emailing through Xero has been cleaned up to reduce inconsistent behaviour.
  • Xero discount handling: discounts are handled more cleanly in Xero invoices, including fixes for discounts appearing as separate line items and tax not being deducted correctly after discounts.
  • Invoice PDF defaults: invoice PDF generation now defaults more reliably to the Xero invoice PDF where appropriate.
  • Stock warnings: stock warning logic now catches zero-stock items with open sales, improving the accuracy of inventory warnings.

Minor Fixes & Release Notes

The following is a list of minor updates also made during the month:

  • Add item movements summary to material items.
  • Show purchase order details on material truck hover.
  • Show delivered purchase history truck status on material items.
  • Show per-location reorder and max levels; handle blank reorder as zero.
  • Add sales filter to hide void and invoiced sales.
  • Filter purchase orders for non-completed items.
  • Improve Xero invoice emailing.
  • Fix Xero discounts appearing as separate line items.
  • Fix Xero invoice discount tax handling.  
  • Fix purchase visibility filters and default invoice PDFs to Xero.
  • Fix stock warnings for zero-stock items with open sales.