You can view the previous release notes here.
Week 17 - release 193
This release brings major enhancements to procurement automation, deepens Halo PSA integration, introduces new distributor support, and delivers a wide range of usability improvements and critical bug fixes.
New Features
Purchase Order Approval Workflow [TN-4999]
Configure approval rules for purchase orders based on pricing thresholds. When a PO exceeds a set amount, approval from a designated approver is required before submission to the distributor. Approvers receive an email with a direct link to review and approve the PO, streamlining compliance and internal controls.
Halo PSA: Automated Sales Order and Purchase Order Creation
Sales Order Creation [TN-5921]
Creates a Halo Sales Order with all quote line items when a quote is accepted in Salesbuildr.
Purchase Order Push [TN-5922], [TN-6004]
When a quote is won, the customer’s PO number is captured and pushed to the Halo opportunity. The quote PDF is attached, and the opportunity is marked as "won" for accurate record-keeping and procurement tracking.
New Distributor Integrations
GoWireless (NZ) [TN-6489]
Added support for GoWireless, allowing procurement via CSV price lists or direct links for New Zealand customers.
Improvements
Pax8 Integration: Empty State CTA [TN-6327]
A clear call-to-action has been added to the Pax8 integration page, guiding users on how to proceed when no Pax8 account is connected.
Procurement: Vendor End-User Information Capture [TN-6523]
When required by vendors, users are now prompted to provide end-user name, email, and phone before submitting an order. This information is included in the order notes sent to the distributor, improving order processing and reducing delays.
Product Category Management
Relocate Products When Removing Category [TN-6625]
When deleting a product category, users can now easily reassign products to another category, preventing uncategorized items.
Default Category for Halo PSA [TN-6628]
Products without a mapped category from Halo PSA are now assigned to a default "Uncategorized" category.
UI Consistency and Usability
Standardized Button Labels [TN-6601]
All setup/configuration tiles now use consistent "Configure" labels.
Distributor Setup Button [TN-6602]
The distributor setup link is now a clearly styled button for improved visibility.
Subscription Options Update [TN-6667]
Subscription signup options and links have been updated to reflect new pricing and plan names across all currencies.
Bug Fixes
Procurement & Approval
Confirmation Email Not Sent [TN-6493]
Ensured confirmation emails are always sent when a quote is accepted, regardless of previous flags.
Vendor End-User Info Requirement [TN-6523]
Orders now prompt for required end-user info, preventing vendor holds.
ConnectWise Integration
Opportunity Won Date [TN-6747]
Fixed an issue where the expected close date was incorrectly used as the won date in ConnectWise.
Sales Tax Checkbox Sync [TN-6753]
The taxable status of products now syncs correctly from ConnectWise to Salesbuildr.
Product and Quote Management
Default Markup Not Applied [TN-6658]
New products now correctly inherit default markup from their category.
Quote Product Viewer Visibility [TN-6594]
Product viewers can now see all relevant product details in quotes.
Quote Description Removal [TN-6672]
Users can now remove product descriptions from quotes as expected.
Product Issues in Quotes [TN-6594]
All product details (MPN, distributor, cost, margin) are now visible to product viewers in quotes.
Quote Creation Refresh [TN-6649]
Quotes created from the opportunity page now appear immediately without needing a page refresh.
General Platform Fixes
Email Setup Guidance [TN-6621]
Improved messaging and navigation for email domain and signature setup.
Explicit Pricing Button Visibility [TN-6620], [TN-6657]
The explicit pricing button is now only visible after PSA is configured.
Whitespace Quote Indicator [TN-6647]
The "I want to sell" button now correctly indicates if an open quote already exists.
Pax8 OAuth Token Refresh [TN-6679]
Automated daily job created to refresh Pax8 OAuth tokens, preventing integration failures.