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Protect stock committed to earlier sales, Search Sales by Xero Invoice Number and Material Item On-Order Quantity

August 14, 2026

Protect stock committed to earlier sales so the stock counts remain the same until sales are processed as delivered

After

Material Items now show the quantity of items that are on-order so you know the true number of items available at any time. Approved PO's are also now Included in material availability calculations.

Inventory categories can now be excluded from your stock level warnings

After

Previous sales that have been completed can now be searched via their Xero invoice number.

Before

After

Users now also have the option to treat committed sales stock as unavailable when invoicing (opt-in feature)

When creating assemblies, the component stock availability now shows when assembling the component together.

Batch Feature Search

Adds an easy way for organisations using batches as serial numbers to search material items by batch or serial number. The search is available only when the Batches feature is enabled, and batch history now links directly to the related sales records

Commercial Invoice functionality

Adds Commercial Invoice generation as an optional sales-document feature. It includes the report, supporting data queries, template selection, document generation, and a Sales screen action.

Minor Fixes & Release Notes

  • Preserved sale FCFS order by using persisted timestamps for stock queue
  • Enhanced stock availability logic to include assembly component wastage
  • Updatedtracking category validation logic for purchase orders
  • Fixed UI errors for on order display feature
  • Now skip quantity validation for deleted lines on PO and service orders
  • Set the TaxRateId based on supplier selection in purchase order creation
  • Users can now preserve committed stock whilst still allowing upfront invoices
  • show paid as supplementary sales status indicator and expand hide filter
  • GST data for discounted tax-inclusive Xero invoices
  • Users can now keep fully credited sales visible as invoiced
  • Corrected Xero credit note GST on discounted lines
  • Unused cloned managed assemblies can now be deleted
  • Added sales document source preferences and Sales Proforma filenames
  • Updated credit note line item conversion to handle discounted tax correctly
  • Users can now load in physical customer addresses for generated documents which will fall back to first ordered address when customer has no primary address
  • Added delivery details change prompt setting and related resources
  • Users can now also void fully credited undispatched sales so they leave the dispatch pipeline
  • Fixed batch picker subtracting unrelated existing usage
  • Added in stock warnings for items without reorder levels
  • Resolved duplicate Xero credit notes when crediting undispatched sales
  • Improved Xero GST calculation for discounted invoice lines
  • Revised customer list address/contact fields after sorting changes