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What's New in Kojo?
November 2023 Release Notes
November 2023 Release Notes

Check out our new features and improvements released in November 2023!

Sarala Conlan avatar
Written by Sarala Conlan
Updated over a week ago

Check out our exciting additions and enhancements for November 2023!

  • Features and Enhancements for the Office:

    • Default CCs for RFQs

    • Orders Tags - Add Tags to Order Metadata Preview

    • Orders Tags - Filter by Selecting Tag in Table

    • Order Version History - Turned on for Sage 300

    • OA Scanning - Ingest Unit Price and UOM

  • Features and Enhancements for Invoices:

    • Invoice Field Customization

  • Features and Enhancements for the Warehouse:

    • Delete Sublocations

    • Shipping from Warehouse to Field

    • Display Notes on Inventory Detail Screen

    • Match Line Order on Warehouse Receiving List to PO

    • Smart Allocate Quantities for Moving Items on Material Inventory

    • Setting to Turn Off Pick Notifications

  • Features and Enhancements for the Field:

    • Jobsite Web: Browse Recently Ordered Items

    • Jobsite Web: View Buyout (HFR) Titles under Browse-Buyouts

    • New Global Search for Mobile


Features and Enhancements for the Office

Default CCs for RFQs

We previously had “Default CCs for Orders” that included RFQs.

This caused an abundance of emails to be sent for RFQs that were not relevant to Users expecting to receive emails about orders. You now have the ability set default CCs for RFQs at the organization and job level!

Orders Tags - Add Tags to Order Metadata Preview

Tags were previously not visible in the Order Metadata Preview, which is the sidebar that appears on the right-hand side of the Orders Table. Now, they are!

Orders Tags - Filter by Selecting Tag in Table

You can now select a tag from an order on the Orders Table, and it will then filter the rest of your orders by that tag!

Order Version History for Sage 300

We turned on OVH (Order Version History) for all Sage 300 Customers. To learn more about this feature, please read our Order Version History Guide by clicking: HERE

OA Scanning - Ingest Unit Price and UOM

Our OA scanning product now scans in unit prices and units of measure! To get this feature turned on, please reach out directly to your CSm or to our Support Department.

Have feedback about what you see here? Schedule 30 minutes with Alex Lewis, the product manager for the Office, using THIS LINK

Features and Enhancements for Invoices

Invoice Field Customization

You can now customize which fields surface on the invoice details page (page that appears after the initial scan). This cleans up the page and lets you know exactly what is required in order to successfully link an invoice to your ERP/Accounting System. To turn this feature on, you will need Admin access. You can customize these settings in the invoice section of those Admin settings. Watch the video below to learn how to do so and how to utilize this feature:

Features and Enhancements for the Warehouse

Delete Sublocations

You can now delete sublocations in the Admin Locations section for that inventory location.

Shipping from Warehouse to Field

Check out our article on this new feature to learn more by clicking: HERE

Display Notes on Inventory Detail Screen

You can now view notes in an easier format by browsing to an inventory item’s detail page and clicking the View Notes button at the top.

Match Line Order on WH Receiving List to PO

The line item order on Warehouse receiving lists now matches the same order of the line items on the associated PO!

Smart Allocate Quantities for Moving Items on Material Inventory

When moving items on the Inventory List page, we now prefill the quantity for an item if it has only one sublocation.

Setting to Turn Off Pick Notifications

We now have a setting available to allow you to turn off notifications for picks. This setting can be found and modified under Admin > Setup > Warehouse:

Features and Enhancements for the Field

Jobsite Web: Browse Recently Ordered Items

Users now can see a full list of their history on Jobsite Web!

Jobsite Web: View Buyout (HFR) Titles under Browse - Buyouts

Within the Browse-Buyouts page, Titles of Buyouts (HFRs) are now visible on the list selector.

New Global Search for Mobile

We now have a better search experience to help Field Users find items within kojo to request. This also displays recently ordered items as you go to search!

You can check out even more in our article on the V4 Field App improvements by clicking: HERE

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