Release version 9.0 focuses on quote management, access rights and preferences, store updates, suppliers, custom supplier warehouses, and backend improvements that will affect security, performance and reliability. Find out more about the latest features, changes, and fixes in ChannelOnline.
Improvements & New Features
Under Admin > Company Settings > Documents > Quotes
Margin Validation Rules for Quotes
Introducing a Profit Hold process (Phase 1) for quotes designed to prevent quotes that fall below an organization’s required profitability threshold from progressing without review and approval.
Key capabilities include:
- Configurable Profit Threshold: Administrators can establish a global minimum based on either margin or markup percentage through document settings.
- Automatic Quote Review: Quotes are evaluated against the configured threshold. This is independent of the account price profile or tiers and can act as a way to catch documents before they become orders. Quotes below the minimum are prompted to be placed in Review by the user. Quotes in review cannot proceed until approved or rejected.
- Cost Validation: Products or custom lines with a zero or missing cost automatically trigger a Profit Hold, helping prevent incomplete cost information from bypassing profitability loss.
- Controlled Conversion and Checkout: In Review (held) quotes cannot be converted to sales orders. Within the Store experience, held quotes cannot proceed to the cart, and carts that fall below the configured threshold cannot complete checkout. If the user chooses to send a notification to a representative for Cart review, that cart will be converted to a Quote (In Review) and a system message will be sent to the sales representative.
- Clear User Experience: Internally, affected quotes are identified as “Quote (In Review) – PROFIT HOLD.” Store users see “Quote (In Review)” and receive guidance to contact or notify their sales representative when review is required.
- Approval Permissions: Organizations can control which users have authority to approve Profit Holds through Access Profile permissions. Authorized users can approve a held quote directly from the quote.
- Existing Quote Evaluation: When Profit Hold is enabled, existing open, non-converted quotes are evaluated against the applicable threshold. Approvers receive in-application notifications where action is required.
- Threshold Changes: Future changes to the global threshold cause unapproved quotes to be re-evaluated, while previously approved quotes remain approved.
- Quote Rejections: Rejected quotes will move from In Review back to Open to allow for the sales rep, or the end contact, to make changes to the quote and try to convert to order again.
- Activity Logs: All In Review, approval, and rejection activity is captured in the document activity log.
Overall, Profit Hold provides an automated safeguard around quote profitability while giving authorized sales personnel a controlled approval path for exceptions.
To enable, go to Admin > Company Settings > Documents and expand the Quotes section. Within the Quotes section, go to “” and select either margin or markup and set the percentage amount (format xx.xx).
When enabled in company settings, a new button will appear in the Quote footer called “Review Quot,e” which is situated to the left of the ‘Print/Send’ button on the far right.
Approver access right. To make sure the proper users can approve quotes in Review, the new access right selection needs to be enabled. By default, users on the default access rights for “Admin SalesRep Buyer” and “Admin SalesRep” will have this setting enabled. All custom access rights profiles will need to be updates as needed by the business (see below).
System emails and Inbox notifications
Inbox: A new message will appear in the sales representative’s inbox that lets them know that there is a quote that needs to be reviewed. The message will look something like, “Doc #SMBI1001078 for DTH (Customer #5813) needs margin/markup approval. Comment: Please approve this one-time exception.”
Email Notifications: Two new email communications have been added to assist in the quote review process. One for quote is In Review and the other for the quote In Revies was approved or rejected. These templates can be modified in Admin > System E-mails > System Generated, in the bottom of the Document section.
- Quote In Review Notification
- Quote In Review Response
Margin and Gross Profit in Quota Management
Admin > Personnel > Quota Management
Added support for tracking sales quotas by Margin % and Doc Profit Total ($) in addition to standard revenue totals. Quota targets can now be configured independently and distributed evenly or entered per month. New dashboard display selectors allow users to view quota progress by Document Amount, Item GP %, or Doc Profit.
Quota Management
Dashboard
- Streamline View for Quotes
Under My Preferences > General
New default setting to a user’s My Preferences that will allow users to open a document with the 2nd and 3rd rows collapsed. These are the billing/shipping fields and the custom fields rows.
TEXT: “Auto-collapse document sections for Billing/Shipping and Custom Fields, sections.”
- Default Document Views & Templates by Document Type
Under My Preferences > Print / Email Settings, users can now set default document templates and views (Active View, Standard, Supplier, All Suppliers) independently for Quotes, Sales Orders, and RMAs. Use “Set Default Document View” (second section below) to allow these defaults to be automatically applied when opening the delivery window for print, PDF, or email. The purpose of these settings is to assist sales users in making sure the correct ‘view’ and template are selected when they go to the document delivery window via the Send / Print button.
- Optional Line-Level Attributes on Email, Print & PDF
Enhanced the document delivery templates to display more optional item attributes. When enabled, line item attributes showing Discontinued, Replacement Product (with link), Non-Returnable, and Special Delivery (e.g., Inside Delivery) will be shown directly in email, print, and PDF outputs.
- Listed as the Optional Attributes checkbox in both My Preference print settings and on Send (print preview).
Print Setting
For more information on optional attributes please refer to version 8.9 notes.
- User Dashboard Enhancements
Separated Dashboard settings into their own dedicated section in My Preferences. Editing and managing dashboard components is clearer with the addition of Last Modified and Time Period columns when viewing.
- Pricing - No Supplier Product Display Controls
Added administrative controls to prevent items with no active suppliers or deleted custom products from surfacing on StoreSite product listings and public search engines.
Suppliers and Integrations
- TeleDynamics Supplier Integration
Introduced full supplier catalog integration for TeleDynamics using flat-file import combined with real-time Price & Availability (P&A) lookup. To learn more about TeleDynamics go to https://www.teledynamics.com.
- Dell Quote Import Item Notes Formatting
Automatically strips parentheses () from Dell quote import line item notes to prevent import validation errors and comply with system security rules. This makes it easier for users importing quotes to no longer have to perform the manual adjustment to the configuration notes section.
- PunchOut Language & Subsidiary Pre-Selection (Canada)
Added support for receiving language parameters (English/French) during punchout authentication to automatically set the store’s UI language, as well as automatic subsidiary account mapping and pre-populated billing/shipping addresses based on incoming authentication tokens.
- TD Synnex Canada PO Transmission
Fixed gateway request logging that produced 404 errors during Canadian purchase order submissions.
- Intuit Credit Card Gateway Error
Updated API authentication handlers to resolve "Invalid credentials" errors on Intuit payment processing.
- QuickBooks Online API Upgrades
Updated accounting integration to handle Intuit's API changes, including INVALID_HOME_ADDRESS error responses and phone number formatting.
- QuickBooks Online Canada GST/HST Support
Resolved transaction validation errors when exporting Canadian documents requiring explicit GST/HST tax rates.
- Accortec Supplier Catalog Processing
Fixed distributor metadata mapping errors to prevent daily catalog feed interruptions.
General Fixes and Updates
Pricing & Calculations:
- Service Price Update — Fixed an issue where running "Live Cost w/ Update Sell $" on documents updated the cost for service items but left the sell price unchanged.
- Tiered Quantity Discount Updates — Fixed an issue where changing line item quantities directly on a document or cart failed to recalculate tiered quantity pricing.
- PDF Quote Calculation Discrepancies — Resolved a rounding calculation issue causing minor total discrepancies between online quotes and generated PDF copies.
- Sales Tax Application on Quotes — Resolved an issue where quotes for specific customer shortcuts were generating with 0% tax instead of applying configured local tax rates.
- Taxable Item Calculations on Exports — Fixed incorrect taxable item summary calculations when exporting documents to .xls or .xlsx.
- Price Profiles & Item Admin Rule Loading — Fixed JavaScript errors that prevented newly added price rules from saving and displaying in Item Admin.
Document & Order Management:
- Master & Sales Order Line Exports — Fixed an unresponsive "Export Lines (xls)" button on completed Sales Orders and Master Orders.
- Document Line Item Reordering — Fixed a failure when reordering document lines by text value.
- PunchOut Document Number Prefixes — Corrected document prefix assignment when converting PunchOut orders to sales orders.
- PunchOut "Ordered By" Field — Resolved 409 conflict errors during punchout order transmissions by ensuring the "Ordered By" user is consistently populated.
Reporting
- Sales Reports 0-Result Query Fix — Resolved a database query issue causing Sales Reports (Category, Item#, Manufacturer, Supplier, Top Sellers) to return 0 results.
- Invoice & Recurring Invoice Reports — Fixed an issue where selecting payment date and finalization columns caused Standard and Recurring Invoice reports to display 0 results.
StoreSite & Navigation
- StoreSite Search & Auto-Complete — Fixed auto-fill search behavior under Quotes & Orders, restored keyword and manufacturer part number search options, and resolved UI inconsistencies on Classic layouts.
- Contemporary Store Account Activity Search — Resolved 404 and redirection errors when searching within Account Activity.
- Account Quick Search Overlays — Fixed search result overlay glitches where "No results found" obstructed valid contact and account search results.
- StoreSite Favorites Restoration — Allows customer contacts to restore personal favorites from the recycle bin while hiding administrator-deleted company lists.
- Product Reviews Tab Rendering — Fixed a script error causing homepage components to duplicate inside the StoreSite product review modal.
- StoreSite Contact Us Captcha — Added Captcha validation and submit button protections to StoreSite "Contact Us" forms.
- StoreSite FAQs & Invoice Schedules Expand/Collapse — Fixed unresponsive "Expand All" and "Collapse All" toggle buttons on Recurring Invoice schedules and StoreSite FAQs.
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