Changelog

Follow up on the latest improvements and updates.

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Take more control of your order fulfillment process! techOMS now offers
improved backorder management
capabilities.
Backorders management
You can choose how backorders are handled
for each
specific
fulfillment channel
:
  • Manage in your WMS
    : If your WMS is your primary inventory tracker, techOMS allocates items based on the assumption of adequate stock in the WMS.
  • Manage in techOMS
    : techOMS calculates stock levels and manages order fulfillment using its own data, allowing you to handle everything in one place only.
Choose the mode that best fits your workflow in the
Fulfillment Channel Advanced Settings
.
image
Backorders: the techOMS way
A
backorder
occurs when a
line lacks sufficient inventory
for fulfillment within an
approved order
. When this happens, the entire
order
is
marked
as containing a backordered line.
When
inventory
is
adjusted
, techOMS re-evaluates backorders. For those whose all lines can now be fulfilled, techOMS will allocate the required items. This provides a more streamlined and efficient process, with
automatic allocation
within techOMS!
Enjoy more accurate order processing, a streamlined workflow, and improved visibility of your backorders.
Resources
Learn more in our updated documentation:
We've u
pdated
how
partial fulfillment and receiving
work in techOMS with a more streamlined approach. Previously, techOMS used separate
Partial Fulfillment
and
Partial Receiving
options. These specific options have been
removed
to simplify your workflow. Now, these processes are smarter and fully integrated.
How it Works
When an order
isn't fully
fulfilled or received, techOMS automatically updates the order status to
Fulfilling
or
Receiving
. This status remains until all items are processed. Once
complete
, the order status changes to
Shipped
or
Received
.
You can also manually
mark
orders as
Shipped
or
Received
.
Key Benefits
  • Improved workflow
    : Manage partial orders more efficiently without needing separate settings.
  • Clearer order status
    : Easily track your sales orders and purchase orders in the fulfillment or receiving process.
  • Reduced manual work
    : techOMS intelligently handles partial orders, minimizing the need for manual adjustments.
Resources
Learn more in our updated documentation:
We're excited to announce that the
Shopify
Sales Channel in techOMS has been updated to
beta
! This update enhances how you connect and manage your Shopify operations.
What's New
  • Streamlined Setup
    : The process for creating and configuring a Shopify Sales Channel has been updated for efficiency.  
  • Channel Settings
    : New features are available via the Channel Settings, and the Advanced Settings have been redesigned. 
  • Recurring Jobs
    : Enjoy new Recurring Jobs at the sales channel level for more granular control.  
  • Fraud Insights
    : View sales order fraud scores within techOMS to make informed decisions.
How to get started
To set up the Shopify Sales Channel, you'll first need to create a sales channel connection via the available
techOMS Shopify app
.
image
Then
configure
the connection parameters as detailed in the guide below.
image
Resources
Learn more in our updated documentation:
You can now
track your shipment's route
directly
on a map
, visualizing the location of each tracking event. This provides a clear and detailed view of your shipment's progress.
What's new?
  • Live Map Tracking
    : View your shipment’s route, from origin to destination.
  • Real-Time Updates
    : Follow each tracking event as it happens.
  • Enhanced Visibility
    : Instantly understand your shipment’s journey.
Try it now
1. Open
your shipment’s
tracking details
.
2. Click View Location
on any event to see it on the map.
3. Zoom
in for a detailed view!
image
ℹ️
Note
: Available for carriers that provide geolocation data.
Resources
Learn more in our updated documentation:
We've added a unified
Fraud Score
to your
sales orders
, replacing the previous system with a simpler classification (
None
,
Low
,
Medium
,
High
). This provides a consistent risk assessment across all
supported sales channels
, as it allows you to
configure rules
based on it.
Key benefits
  • Unified, clear assessment
    : Consistent score across channels.
  • Easy access
    : Fraud info in order details.
  • Complete details
    : View original fraud score in the order's References tab.
  • Proactive rules
    : Configure rules based on the score to manage potential fraud.
To view the Fraud Score
  1. Go to
    Sales Orders
    .
  2. Select an
    order
    and check "
    Show Details
    ".
  3. The
    Fraud Score
    will be displayed.
⚠️
Important
: Orders from unsupported channels will show "
None
".
image
Resources
Learn more in our updated
documentation
:
We’ve streamlined the
techTRACK integration
process
in techSHIP
, making it
fully automated
and eliminating the need for manual setup. This ensures a smoother, faster onboarding process for all customers.
Key Changes
If you were previously configuring
techTRACK
fields manually, you no longer need to —
techSHIP
takes care of it automatically!
  • Automatic Integration
    : All portals now have
    techTRACK
    integration enabled by default.
  • Simplified Configuration
    : There's no need to enable
    techTRACK
    integration for each of your clients —it's now enabled by default for all of them!
Client profile
The "
Enable TechTrack Integration
" checkbox has been
removed
, as integration is now automatic for all clients.
image
Heads up! We've
updated
the
headers for our CSV import and export
files in techOMS. Now, you'll see spaces in headers (e.g., "Variant Name" instead of "VariantName"), and some file structures have been improved. This makes the headers more readable and user-friendly.
What's New
  • Improved Readability
    : Headers now include spaces for clarity.
  • Updated Schemas
    : Some file structures have been refined.
  • Easy Access Templates
    : Updated templates for Sales, Purchases, Inventory, Fulfillment & Sales Channels, and Admin Settings are now available.
Benefits
  • Enhanced Clarity
    : Easier to understand and work with CSV files.
  • Streamlined Processes
    : Updated templates ensure smooth imports.
  • Reduced Errors
    : Clearer headers and updated schemas minimize data entry mistakes.
Resources
To get the
updated templates
, please check the following article. Simply
download
the desired template and you will be good to go!
Great news! You can now seamlessly
receive lot
and
serial
numbers directly
from your WMS
for receipts and shipments, and even
send
them
to your sales channels
! This enhances product traceability and ensures greater order fulfillment accuracy.
Lot & Serial Numbers
During the order lifecycle, lot and serial numbers are synchronized as follows:
  • Purchase orders
    : These are always sent from purchase orders to the WMS.
  • Receipts
    : techOMS receives lot and serial numbers from the WMS for confirmed receipts.
  • Shipments
    : techOMS receives lot and serial numbers from the WMS for shipped and closed orders.
  • Sales channel
    : techOMS sends the shipped lot numbers to sales channels.
How to View
Easily view these numbers in the
Lot #
and
Serial #
columns of your records. For receipts and shipments, click "View" for a pop-up with details.
image
⚠️
Important
: This is available for
supported fulfillment and sales channels
only. Ensure "
Lot/Serial Number Pass-Through
" is enabled in your WMS setup.
Resources
Learn more in our updated documentation:
We've supercharged our
Order Rules
feature with some powerful
new additions
! You now have even more control over automating your sales and purchase order workflows.
What's New
Sales Order Rules
  • Has Missed Product Variants condition
    : Automatically identify and handle orders with missing product variants.
  • Address Line 1, 2, and 3 parameters
    : Use these for Bill and Ship To addresses in your conditions for granular targeting.
  • Raise Exception action
    : Create custom error messages directly in the sales order log and dashboard for easy troubleshooting.
Purchase Order Rules
  • Add Order Reference action
    : Easily add order references for better tracking and organization.
image
Why This Matters
These enhancements give you greater flexibility and precision in automating your order processes. You can now:
  • Proactively address issues with
    missing product variants
    .
  • Create more
    targeted rules
    based on address information.
  • Quickly identify and resolve
    exceptions
    with custom error messages.
  • Streamline purchase orders with
    custom references
    .
Where to Find It
Go to
Order Rules
under
Sales
or
Purchases
in the main menu and create or edit an order rule.
image
Resources
Learn more in our updated documentation:
Organization owners
and
admins
, we've added a new feature to give you more control over your
accounts
: you can now
delete
and
restore
them!
Benefits
  • Greater Control
    : Manage your organization's accounts with ease.
  • Data Preservation
    : Deleted accounts aren’t gone forever —you have 30 days to recover them.
  • Flexibility
    : Temporarily disable accounts or permanently remove them when needed.
How to use it
Go to
Organizations
in the left menu, then
View
the organization and
Edit
the account you want to delete or restore. You'll find the
Delete
and
Restore
buttons there.
Delete
Instantly
disables
an
account
and schedules its data for permanent
deletion after 30 days
. A banner will indicate the exact deletion date.
image
Restore
Need to bring an account back? No problem!
Restore
deleted accounts within
30 days
before the data is permanently lost.
image
Resources
Learn more in our updated documentation:
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