Changelog

Follow up on the latest improvements and updates.

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Take control of your techOMS experience! We've added the ability for organization
owners
to change account
license types
.
License Types
  • Standard
    : Get full access to sales order rules and purchase order rules.  
  • Basic (no rules)
    : A simpler, more cost-effective option without order rules functionalities.
Updating Your License
It’s easy to manage your license! Just follow these steps:
  1. Go to
    Organizations
    and press
    View
    for the desired one.
  2. Press
    Edit
    for the desired
    account
    .
  3. Choose your
    License Type
    and press
    Save
    .
image
Key benefits:
  • Flexibility
    : Easily switch between license types to match your needs.
  • Control
    : Manage your subscription directly.
  • Cost Optimization
    : Choose the license that best fits your budget and feature requirements.
Resources
Learn more in our updated documentation:
The new
Split Shipment Action
allows you to automatically split orders that a single warehouse can't fulfil.
Why is this awesome?
It gives you more
flexibility
and
control
over your fulfillment process, helping to:
  • Optimize inventory use
    across multiple locations.
  • Reduce manual work
    by automating the shipment splitting process.
  • Improve customer satisfaction
    by ensuring orders are fulfilled promptly.
How it works
The
Split Shipment
is available as a
sales order rule action
, allowing you to tailor it to your specific business needs. When configuring this action, you can set the
Maximum Number Of Shipments
and choose how to
Prioritize Shipments Based On
:
  • Count Of Item
    (splits based on the number of items)
  • Total Order Value
    (splits based on the order's monetary value)
To get started, create a new
sales order rule
and set the trigger to
Allocate & Fulfill Sales Order UI
. You can find the
Split Shipment Action
within the available actions when editing the rule.
image
Resources
Learn more in our updated documentation:
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.
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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:
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