Changelog
Follow up on the latest improvements and updates.
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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.

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 rulesbased on address information.
- Quickly identify and resolve exceptionswith 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.
Resources
Learn more in our updated documentation:
- How to Create Sales/Purchase Order Rules (Step-by-step guide)
- How to Edit Sales/Purchase Order Rules (Step-by-step guide)
- Rules Conditions and Actions Guide (Information)
- How to Enable/Disable a Sales/Purchase Order Rule (Step-by-step guide)
- How to Execute Sales/Purchase Order Rules Workflows (Step-by-step guide)
- How to Delete a Sales/Purchase Order Rule (Step-by-step guide)
new
techOMS
New Feature: Delete and Restore Accounts
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.
Restore
Need to bring an account back? No problem!
Restore
deleted accounts within 30 days
before the data is permanently lost.
Resources
Learn more in our updated documentation:
This enhancement expands the functionality of the
Fulfillment Channel
plugin for Extensiv
, enabling the transfer and mapping of lot number
information from your WMS to techOMS.Lot number
information is now available within:- Shipment detailsat a line level.
- API’sShipment methods.
Give me the details
- Improved Tracking: Easily use lot number as a placeholder for tracking purposes.
- Enhanced Visibility: Gain greater insight into your fulfillment process.
- Streamlined Operations: Simplify record-keeping.
How to view lot number information
- Open the Shipment details.
- The lot number details are displayed in the Lot #column at a line level.

⚠️
Important
: This functionality is currently available only for Extensiv Fulfillment Channels
and does not include the ability for customers to purchase by lot number
, either through the sales channel plugin or direct API connection to techOMS.Resources
Learn more in our updated documentation:
new
techOMS
New Feature: Enable and Disable Accounts
This enhancement empowers
organization owners
and administrators
to enable
and disable accounts
within their organizations, providing greater control over account access and operations.Key Benefits
- Flexibility: Temporarily pause or resume account activity as needed.
- Data Preservation: Disable and enable accounts without losing settings or data.
- Control: Prevent all account users from accessing disabled accounts while maintaining read-only access for all organizational users.
Pause
Temporarily pause an account without deleting it (and losing its data) by disabling it immediately or schedule the deactivation. Just go to the account settings and click
Disable
.
Play
Re-enable a disabled account to restore all previous configurations, including user access and fulfillment channel statuses. To enable an account immediately, go to the account settings and click
Enable
.
Resources
Learn more in our updated documentation:
We're excited to announce the
beta release
of the new Extensiv Fulfillment Channel
! This update introduces several changes to how you connect and manage your warehouses operations.What you need to know
This beta release allows you to test and provide feedback on the new
Extensiv
integration before it becomes the standard. Your input is invaluable in helping us refine and improve the channel.In the meantime, you can still edit and use existing stable
Extensiv
channels, but you can no longer create new ones. All new Extensiv
connections will use the beta plugin.Milestones
Here is all you need to know:
- Beta Fulfillment Channels: techOMS now supports both beta and stable fulfillment channels.
- New Setup Process: The process for creating and configuring an Extensiv Fulfillment Channel has been updated.
- Recurring Jobs: The way recurring jobs function for fulfillment channels has changed. From now on, stable channels now handle recurring jobs at an account level, while beta fulfillment channels do so at a channel level.
- Advanced Settings: The Advanced Settings for Extensiv channels have been redesigned.
- Warehouse and Fulfillment Channel Setup: The process for setting up warehouses and fulfillment channels for an account has been updated.
Take a look

Resources
Learn more in our updated documentation:
- techOMS Fulfillment Channels - Master List (Guides List)
- How to set up Warehouses and Fulfillment Channels for an Account (Step-by-step guide)
- How to set up an Extensiv Fulfillment Channel (Step-by-step guide)
- How to configure Automated Recurring Jobs for Sales/Fulfillment channels (Step-by-step guide)
- How to manage Fulfillment Channels Advanced settings (Step-by-Step guide)
This update to the
Statistics & Exceptions Dashboard (beta)
introduces an organizational-level overview
of exceptions, providing a comprehensive view of issues across all accounts for faster identification and resolution of sales problems.⚠️
Important
: This feature is currently in beta and supports only beta Sales Channels. All data displayed here is sourced exclusively from these beta channels.What's New
- Organizational-level Overview: Organizational users can now view a summarized table of exceptions across all accounts. This allows for quick identification of widespread issues.
- Account-Level Detail: Account users retain the detailed view of exceptions specific to their account.

Current Features
- Accessing the Dashboard: All users can access the dashboard from the home page.
- Filtering: Filter data by date range, organization (organizational view only), or account.
- Dynamic Updates: The exception list dynamically updates; resolved exceptions disappear automatically.
Resources
Learn more in our updated documentation:
- Getting Started With the techOMS Statistics & Exceptions Dashboard (Information)
- How to Handle Orders Exceptions (Step-by-Step guide)
- How to View Sales Orders Statistics (Step-by-Step guide)
- techOMS Sales Channels - Master List (Guides List)
Note
: This feature is available to beta testers. We value your feedback as we continue to improve its functionality.new
techSHIP+
techSHIP MultiSite
New Feature: Set Delivery Limits by Date and Time
Ensure your shipments arrive
on time
! This new feature lets you set delivery deadlines
during rate shopping. techSHIP will only consider carriers meeting your requirements.Key Features
- Total Control: Set delivery limits by date and time, or by date only.
- Save Time: techSHIP automatically filters carriers based on your needs.
- Automation: Integrate with your WMS or via API.
- Wide Support: Works with all carriers that provide estimated delivery dates.
Tell Me Exactly When
When rate shopping, simply specify your desired delivery date and time in the
Deliver before date (RATESHOP)
and, optionally, Deliver before time (RATESHOP)
fields. techSHIP will filter carriers to only those meeting the deadline, considering any advanced restrictions.
Want to Learn More?
Check out the updated documentation:
We’re excited to introduce the new
Statistics & Exceptions Dashboard (beta)
. With this feature, you can quickly identify and resolve sales issues, helping you respond more efficiently and improve performance across the board.⚠️
Important
: This feature is available to beta testers and currently supports only beta Sales Channels. All data displayed here is sourced exclusively from these beta channels.Here’s what you need to know
Feeling at Home
All users are able to access the dashboard from the home page.
Let's talk about structure
You can access the dashboard at an organizational or account level - and you can even filter its data by date range!
It is divided in two main sections:
sales orders statistics
and exceptions
(errors), from where you can perform analysis and troubleshooting, ensuring smooth operations.Keeping it dynamic
The exception list is dynamic; as soon as exceptions are solved, they will disappear!

Resources
Learn more in our updated documentation:
- Getting Started With the techOMS Statistics & Exceptions Dashboard (Information)
- How to View Sales Orders Statistics (Step-by-Step guide)
- How to Handle Orders Exceptions (Step-by-Step guide)
- techOMS Sales Channels - Master List (Guides List)
Note
: Please note that this feature is available to beta testers, so we appreciate your feedback as we continue to improve its functionality.new
techSHIP+
techSHIP MultiSite
Carrier
techSHIP
New Carrier available: ATS (Atlas)
This plugin is for the
ATS ATLAS
connection. ATS Healthcare
is a Canadian company that specializes in temperature-controlled healthcare transportation services, offering a range of services such as transportation, temperature management, security, quality and compliance, and dangerous goods handling.
If you use
ATS
though the Atlas
connection but don't have it set up in techSHIP yet, reach your Techdinamics' Sales Representative to begin the onboarding process.Learn more about onboarding requirements:
new
techSHIP+
techSHIP MultiSite
Boxes
Ship items in their own packaging while using Cartonization!
When handling
SKU
and shipment information
, you might need to ship items in their own packaging
.If these are part of a larger order (rather than the only SKU), you can
automate techSHIP to remove this item from the original packaging disposition coming from the WMS
, and set it apart, as a separate package/box.If
Cartonization
is applied to the order, and one or more of the items are set to ship in their own packaging, these items will be set apart and individually repack into boxes with their dimensions, and the rest of the SKUs included will be Cartonized normally.This feature can be
enabled on a SKU-by-SKU basis
, so with a simple checkbox, you can tell techSHIP to automate handling it as a separate package, now having the following possible scenarios:
Learn more about this feature here: https://support.techdinamics.com/en/support/solutions/articles/263591-how-to-ship-items-in-their-own-packaging-step-by-step-guide-
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