In this release, we’re excited to introduce an entirely new report, enhancements to eight reports, improvements in Order Fulfillment, Production and Inventory Management, Analytics and Tracking, as well as a few bug fixes.
Let’s dive in! 📊
New Features
Enhancements
Bug Fixes
Unused grams for VAC patient Patients Email Reminders
New Features
Reports
- Sales Shipping Report V2A new report is now available in the Orders tab under reports, providing enhanced visibility into shipment details.
- Carrier Rate is now visible on theadded to Shipped Orders Report
- The Order Distribution Report now includes a Carrier Rate column, helping users track shipping costs more effectively.
Medical Sales and Clients
- Search for clients by Full NameUsers can now find clients faster by searching with their full name instead of just first or last name separately.
Production and Inventory Management
- DIN numbers can now be added to product typesA new field allows users to input DIN numbers when creating or editing product types. These numbers will appear on policy receipts where applicable.
Enhancements💥
Reports
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More accurate VAC reportingThe system now correctly pulls in all policy types that include “veteran” or “VAC,” ensuring more accurate Veteran Affairs Canada (VAC) reports.
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Bulk Inventory report improvementsA fix has been applied to ensure terpenes display correctly in bulk inventory reports, eliminating previous errors.
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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 againUsers can once again generate this report without issues.
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Bulk Lots with 0g filtered from Event Audit reportsReports will now exclude bulk lots with zero grams to prevent irrelevant data from affecting CTLS reporting.
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Corrected errors in Health Canada Packaged Inventory reportReclaimed bottles are now properly tracked without being overwritten by destroyed counts, ensuring compliance with reporting requirements.
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Monthly opening inventory counts now more accurate.
Orders shipped on the first day of the month are now correctly accounted for in reports.
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Unrelated work orders excluded from Opening and Closing Inventory reportsThis ensures more precise reporting by filtering out work orders that do not affect inventory balances.
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Improved accuracy in CTLS reporting for shipped inventoryShipments sent a day after the reporting month will no longer be incorrectly included in monthly reduction reports.
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Corrected CTLS report issue with reclaimed bottle weights
Prevents reclaimed bottle weights from being overwritten by destroyed bottle weights in regulatory reports.
Medical Sales and Clients
- Expired credit card auto-deletionA 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 reportUsers can now see patient phone numbers directly in the Patient Tracker V2 report for easier communication.
Order Fulfillment
- Better handling of Purolator errorsIf a Purolator shipping request fails, the system now handles errors more gracefully, preventing disruptions in order processing.
- Fixed inventory issue affecting packaging runsBottles can now be properly added back to unreleased packaging runs, preventing unnecessary rework.
Production and Inventory Management
- Fixed duplicate weight issue in work ordersWhen 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 queriesOptimized queries make weight tracking more efficient, reducing system load and improving performance.
- More precise rounding for work order input weightsWeight values are now consistently rounded to two decimal places to ensure accuracy.
- Filtered out converted bulk lots in CTLS Unpackaged Dried reportingPrevents reporting errors when fresh product is converted into dried product.
- Added confirmation for archiving productions with lab reportsUsers 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.
Analytics and Tracking
- Improved sales tracking in MixpanelAdded tracking for total sales and purchase methods, giving businesses more insights into purchasing behavior.
Bug Fixes🐜🔧
Reports📋
- Reclaimed Bottles Report improvementAdded a Product Type Subclass column to provide more details on reclaimed inventory, assisting with CTLS compliance.
Reports & Order Processing📊
- Bug fix for Sales Report V2 and Sales Shipping Report V2Square brackets have been reinstated around Release Lot number values to maintain consistency in report formatting.
Unused Grams For VAC Patients Email Reminders📨
Email reminders can now be sent out to Patients with VAC Coverage with remaining grams left on their prescription, prior to their renewal date. These emails will go out seven days before renewal and then once again, two days before renewal.
Please reach out to us to have this feature enabled! 📧🌱
You are part of this and we really appreciate that! 🥰
Would you like to send us a suggestion or a feature improvement? Please contact our Technical Support Team at support@ampleorganics.com.