Release Notes - 6.8

Sales Shipping Report V2
​A new report is now available in the Orders tab under reports, providing enhanced visibility into shipment details.

Carrier Rate is now visible on the added to Shipped Orders Report

The Order Distribution Report now includes a Carrier Rate column, helping users track shipping costs more effectively.

Search for clients by Full Name
​Users can now find clients faster by searching with their full name instead of just first or last name separately.

DIN numbers can now be added to product types
​A new field allows users to input DIN numbers when creating or editing product types. These numbers will appear on policy receipts where applicable.

More accurate VAC reporting
​The system now correctly pulls in all policy types that include “veteran” or “VAC,” ensuring more accurate Veteran Affairs Canada (VAC) reports.

Bulk Inventory report improvements
​A fix has been applied to ensure terpenes display correctly in bulk inventory reports, eliminating previous errors.

Marked for Wholesale report fix
​​Generating the Marked for Wholesale report is now more reliable with improved performance and reduced errors.

Dried Events Audit Monthly report is now functional again
​Users can once again generate this report without issues.

Bulk Lots with 0g filtered from Event Audit reports
​Reports will now exclude bulk lots with zero grams to prevent irrelevant data from affecting CTLS reporting.

Corrected errors in Health Canada Packaged Inventory report
​Reclaimed bottles are now properly tracked without being overwritten by destroyed counts, ensuring compliance with reporting requirements.

Monthly opening inventory counts now more accurate.

Orders shipped on the first day of the month are now correctly accounted for in reports.

Unrelated work orders excluded from Opening and Closing Inventory reports
​This ensures more precise reporting by filtering out work orders that do not affect inventory balances.

Improved accuracy in CTLS reporting for shipped inventory
​Shipments sent a day after the reporting month will no longer be incorrectly included in monthly reduction reports.

Corrected CTLS report issue with reclaimed bottle weights

Prevents reclaimed bottle weights from being overwritten by destroyed bottle weights in regulatory reports.

Expired credit card auto-deletion
​A new background process removes expired credit cards (older than 12 months) from the system automatically. This new feature is available for clients upon request.

Phone numbers now included in Patient Tracker V2 report
​Users can now see patient phone numbers directly in the Patient Tracker V2 report for easier communication.

Better handling of Purolator errors
​If a Purolator shipping request fails, the system now handles errors more gracefully, preventing disruptions in order processing.

Fixed inventory issue affecting packaging runs
​Bottles can now be properly added back to unreleased packaging runs, preventing unnecessary rework.

Fixed duplicate weight issue in work orders
​When fresh weight is transferred from a bulk lot to a work order and then into multiple bulk lots, it now displays correctly in reports.

Faster weight ledger queries
​Optimized queries make weight tracking more efficient, reducing system load and improving performance.

More precise rounding for work order input weights
​Weight values are now consistently rounded to two decimal places to ensure accuracy.

Filtered out converted bulk lots in CTLS Unpackaged Dried reporting
​Prevents reporting errors when fresh product is converted into dried product.

Added confirmation for archiving productions with lab reports
​Users attempting to archive a production with an active lab report or retained sample will now receive a confirmation message, reducing the risk of accidental data loss.

Improved sales tracking in Mixpanel
​Added tracking for total sales and purchase methods, giving businesses more insights into purchasing behavior.

Reclaimed Bottles Report improvement
​Added a Product Type Subclass column to provide more details on reclaimed inventory, assisting with CTLS compliance.

Bug fix for Sales Report V2 and Sales Shipping Report V2
​Square brackets have been reinstated around Release Lot number values to maintain consistency in report formatting.