Changelog

Follow up on the latest improvements and updates.

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techSHIP

Manage Carrier Configuration with AI

The
techSHIP AI Assistant
is now available from Carrier Settings, helping you inspect configurations and complete supported Carrier management tasks using natural language.
The assistant works within the Carrier currently being viewed and follows existing permissions, validation rules, and confirmation requirements before applying changes.
What's New
  • Carrier Settings
    : Review and update supported Carrier configuration.
  • Baseline Accounts
    : Create, inspect, edit, copy, and delete eligible
    Baseline Accounts
    .
  • Configuration Areas
    : Manage supported
    Surcharges
    ,
    Service Codes
    ,
    Packages
    ,
    Custom Fields
    , and
    Rates
    .
  • Context-Aware Assistance
    : The assistant uses the current Carrier as context and asks for clarification when the intended target is ambiguous.
  • Confirmed Changes
    : Review proposed modifications before explicitly confirming them.
⚠️ Do not enter
Carrier
credentials
,
passwords
,
API keys
,
API secrets
,
tokens
, or other protected information into the AI prompt.
How to Find it
  1. Open
    Carriers
    >
    My Carriers
    .
  2. Select a
    Carrier
     and click the
    AI Assistant
    icon.
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Resources
Learn more in our updated documentation:

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techSHIP

Centralized Pickup Schedule for Accurate Induction Data

The centralized
Pickup Schedule
calculates a precise
Expected Induction Date
for all carriers, refining the accuracy of your
Insights
dashboards.
By configuring operating hours and facility closures,
techSHIP
matches warehouse readiness against carrier availability. While all pickups are now managed here, existing carrier configurations do not migrate automatically and must be manually scheduled to establish your internal planning schema.
What's New
  • Unified Calendar
    : Manage standard weekly arrivals through a centralized
    7-Day Calendar
    .
  • Holiday Management
    : Define facility closures to automatically suppress recurring pickups.
  • Custom Exceptions
    : Create
    One-Off
    schedules to override standard rules for early closures.
How to Find it
  1. Navigate to
    My Portal
     and select
    Use Pickup Module
    .
  2. Open the
    Carriers
    menu and access the
    Pickup Schedule
    page.
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Resources
Learn more in our updated documentation:
See exactly which
Sales Orders
currently contribute to an inventory allocation directly from
Inventory Levels
in
techOMS
. This makes allocation discrepancies faster to investigate without manually cross-referencing orders.
Select an interactive
Allocated Quantity
to open
Allocated Orders
. The dialog includes only orders currently contributing to the selected SKU/inventory allocation, with each order’s contribution visible for reconciliation.
What's New
  • Allocation Traceability
    : Review
    Order #
    ,
    Customer Name
    ,
    Allocated Quantity
    ,
    Order Status
    , and
    Order Date
    for contributing orders.
  • Reconciliation
    : Displayed
    Allocated Quantity
    values reconcile to the allocation selected in
    Inventory Levels
    .
  • Search and Navigation
    : Use
    Search
    to filter displayed orders and
    View
    to open the corresponding
    Sales Order
    .
  • Access Control
    : Order details are available only to users with permission to view them.
How to Find it
  1. Go to
    Inventory
    >
    Inventory Levels
    .
  2. Select an interactive
    Allocated Quantity
    .
  3. Review
    Allocated Orders
    , use
    Search
    to narrow results, or select
    View
    to open an order.
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Resources
Learn more in our updated documentation:

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techSHIP MultiSite

techSHIP

Control Cartonization with Handling Groups

Control Cartonization with Handling Groups
Handling Groups
give you greater control over which Items can share a Package during Cartonization, helping prevent incompatible products from being packed together while preserving normal packing efficiency.
Define location-specific groups and
Mix Rules
, then assign them through Item configuration, imports, or
Order Management Rules (OMR)
.
techSHIP
evaluates compatibility before selecting Boxes while continuing to enforce physical packing requirements.
What's New
  • Flexible Compatibility
    : Use
    Mix with all
    ,
    Mix with selected
    , or
    Separate
    to control which Handling Groups may share Packages.
  • Flexible Assignment
    : Assign a
    Handling Group
    manually, through Item imports, or dynamically with
    Cartonization Handling Group
    OMR conditions and actions.
  • Effective Compatibility
    : See the compatibility that actually applies when rules between groups differ.
  • Ungrouped Support
    : Items without a Handling Group remain valid and can continue through Cartonization.
How to Find it
  1. Open
    Settings > Cartonization > Handling Groups
    .
  2. Create your groups and configure their
    Mix Rule
    .
  3. Assign groups to Items or automate assignments with
    Rule Sets
    .
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Resources
Learn more in our updated documentation:
techOMS
now includes
Tracking URL
values in the Carrier CSV import/export flow, reducing manual re-entry when configuring compatible accounts and helping minimize setup errors during account onboarding.
During
Export
, each Carrier’s stored Tracking URL is included in the CSV. During
Import
, the value is processed and saved at the Carrier level, while legacy CSV files without the column remain supported.
What's New
  • Tracking URL Export
    : Include the stored Tracking URL in exported Carrier CSVs, including empty values where none is configured.
  • Tracking URL Import
    : Import Tracking URL values and overwrite an existing value when a non-empty replacement is provided.
  • Backward Compatibility
    : Continue importing legacy CSV files without the Tracking URL column.
  • Account Cloning
    : Move Carrier tracking configuration between compatible accounts using the existing import/export workflow.
How to Find it
  1. Go to
    Admin Settings
    >
    Carriers
    .
  2. Select
    Maintenance
    and then:
  • Import
    : To upload a CSV containing the Tracking URL column.
  • Export
    : To generate the updated CSV
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Resources
Learn more in our updated documentation:

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techSHIP MultiSite

techSHIP

Control Host System Updates by Client

Get
earlier tracking visibility
in your Host System for the Clients that need it, without changing update timing across the entire Location.
Rule Sets
now provide granular control over which orders trigger a Host System update during processing.
The new
Update Host System on Processing
action sends the applicable tracking update after shipment booking for orders covered by the Rule Set. Existing Location-level behavior remains unchanged.
What's New
  • Client-Level Control
    : Apply processing-time Host System updates only to Clients covered by the Rule Set.
  • Earlier Tracking Updates
    : Send tracking information to the Host System during processing instead of waiting for Manifest processing.
  • Trigger-Specific Action
    : The action is available exclusively when
    Trigger
    is set to
    After Shipment Booking
    .
  • Existing Workflow Preserved
    : The standard callback still occurs when the Manifest is finalized.
How to Find it
  1. Go to
    Clients
    >
    Rule Sets
    .
  2. Open or create a Rule Set with
    Trigger
    set to
    After Shipment Booking
    .
  3. Under
    Actions
    , select
    Add Action
    >
    Update [Host System Name] on Processing
    .
  4. Configure
    Name
    and
    Description
    , then select
    Add
    .
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Resources
Learn more in our updated documentation:

new

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techSHIP MultiSite

techSHIP

Automate Rules Using the Original Import Carrier

Build more reliable carrier-driven workflows with three new Rule Set conditions that evaluate how an order originally entered
techSHIP
:
Import carrier code
,
Original WMS carrier code
, and
Original WMS service code
. These values give you more precise control over routing and shipping automation, even when the current
Carrier
changes later.
The new conditions distinguish the
original import selection
from raw Carrier and Service values received from the
Host System
, giving each source value a dedicated field for rule evaluation.
What's New
  • Import Carrier
    : Evaluate the Carrier recorded at import using standard codes,
    RATESHOP
    for rate-shopping imports, or
    IMPORT
    when the
    [Import]
    option was used. Matching is case-insensitive.
  • Original Host System Values
    : Evaluate the raw inbound Carrier with
    Original WMS carrier code
    or Service with
    Original WMS service code
    .
  • Persistent Import Context
    :
    Import carrier code
    remains unchanged after rate shopping, Rule Set Carrier actions, or manual Carrier edits.
How to Find it
  1. Go to
    Clients
    >
    Rule Sets
    .
  2. Add or edit a
    condition
    .
  3. Select
    Import carrier code
    ,
    Original WMS carrier code
    , or
    Original WMS service code
    .
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Resources
Learn more in our updated documentation:

new

techSHIP+

techSHIP MultiSite

techSHIP

Route Smarter with Reusable Custom Lists

Custom Lists
give
techSHIP
a scalable way to maintain reusable sets of values separately from the rules that use them. Build a list once, update its values centrally, and reference it from supported conditions without maintaining large datasets inline.
A key application is
carrier serviceability
: store supported postal codes in a Custom List, then evaluate
Postal
against that list in an Order Management Rule Set to automatically route orders outside a Carrier’s coverage area. Postal codes are one use case—Custom Lists remain independent, generic datasets.
What's New
  • Reusable Lists
    : Create named Custom Lists and manage arbitrary text values independently from rule configurations.
  • Bulk Management
    : Import or export values using CSV or XLSX files.
  • Rule Conditions
    : Use
    in list
    and
    not in list
    to evaluate supported fields against reusable datasets.
  • Carrier Serviceability
    : Combine
    Carrier code
    and
    Postal
    conditions to assign a fallback
    Service code
    when a destination is outside the Carrier’s supported postal codes.
How to Find it
  1. Go to
    Clients
    >
    Custom Lists
    to create and maintain lists.
  2. In a supported Rule Set condition, select
    in list
    or
    not in list
    and choose your Custom List.
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Resources
Learn more in our updated documentation:
Find the right inventory records faster in
techOMS
without looking up a SKU first. Inventory search now supports
Product Variant Name
, reducing friction when locating stock across warehouses.
Use
Quick Search
or
Advanced Search
to enter the beginning of a Product Variant Name. Matching is case-insensitive, and Advanced Search combines multiple criteria to narrow results.
What's New
  • Quick Search
    : Search by
    SKU
    or
    Product Variant Name
    using a begins-with match.
  • Advanced Search
    : Filter inventory using
    Warehouse
    ,
    SKU
    , and the new
    Product Variant
    field.
  • Combined Filtering
    : When multiple Advanced Search criteria are applied, records must match all specified criteria.
How to Find it
  1. Open
    Inventory Levels
    .
  2. Enter a Product Variant Name in
    Quick Search
    , or select the
    Filter
    icon.
image
Resources
Learn more in our updated documentation:
Purchase Orders in
techOMS
now support
Supplier selection and address management
, giving purchasing teams the information needed to create complete supplier-facing orders.
Select a saved Supplier to populate
Supplier Pick Up
and
Supplier Bill To
automatically. Selecting a
Requested Warehouse
populates
Ship To
, while
Use Ship To Address
lets you reuse that location for
Bill To
or maintain a separate billing address.
What's New
  • Supplier Selection
    : Select an existing Supplier directly from a Purchase Order.
  • Address Management
    : Automatically populate supplier and warehouse addresses while keeping
    Bill To
    independently editable when required.
  • Purchase Order Export
    : Export individual Purchase Orders as
    PDF
    or
    CSV
    for external sharing and processing.
  • Bulk Export
    : Export selected Purchase Orders as one merged PDF or one combined CSV.
How to Find it
  1. Go to
    Purchases > Purchase Orders
    .
  2. Create or open a
    Purchase Order
    to manage
    Supplier
    and address information.
  3. Alternatively, use
    Export
    to download the Purchase Order as
    PDF
    or
    CSV
    .
image
Resources
Learn more in our updated documentation:
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