What's new

Each update to Customry One is listed here, newest first.

October 2026

Product properties

Record what your products are like: colour, width, fire rating, a certification date, whether they’re recyclable. Set up your own properties in Administration → Product properties, each as text, a number (with its decimal places and unit), a date or yes/no. Text and number properties can be picked from a list of allowed values, one or several. Then give each product the values that apply on its new Properties tab. See Product properties.

Product categories with sub-categories

Product categories can now have sub-categories, at as many levels as you need. Administration → Product Categories shows them as a tree, with New sub-category, New product category below, Move up and Move down on each row. Wherever you pick or see a product’s category it shows the path, such as Doors / Internal / Oak, and a product can go in a category at any level. Picking a category in a filter or a stock take includes its sub-categories. A category with no nominal code uses its parent’s. When a customer has discounts at more than one level, the nearest category’s wins. See Organise product categories.

Lost stock on transfers shows its reason

Stock written off as lost when a transfer arrives short now records the reason Lost in transit, shown under Lost on the transfer. Transfers written off before this update show it too. See Receive a transfer.

Stock takes: review and post

A stock take now has a Review: every difference between the count and the books, biggest first, with its value, and what was found, lost and the net for people who can see costs. Set uncounted to zero counts what nobody found as none; otherwise uncounted lines are left as they are. Post stock take corrects the books, one Stock take movement per difference, linked from the product’s stock movements. The new Administration → Stock settings sets a recount threshold (a percentage, a value or both) that marks differences worth checking again, and is now where Allow stock to go below zero lives (it’s moved from Despatch settings, unchanged). See Stock takes.

Stock takes: start and count

Count what’s on the shelf in Products → Stock takes. Start one for a location (products with stock, everything kept there, some categories, ranges or brands, or chosen products), optionally blind so counters don’t see the books, then count on a phone as you walk the shelves or type up a printed count sheet. Several people can count at once, and trading carries on: each count is measured against the books when it’s saved. Posting the differences comes next. See Stock takes.

Stock transfers

Move stock between locations in Products → Stock transfers. Move now moves it at once, for moves within a site; Send and Receive are for moves between sites, with the stock in transit in between. In transit stock isn’t at any location, so it can’t be picked, but it still counts in On hand, availability and the reorder worksheets. When a delivery arrives short, write off what was lost, send it back, or leave it in transit to receive later. A product’s Stock tab has Move stock… for a quick move, and the home page has Move stock. See Stock transfers.

Getting ready for stock transfers and stock takes

Moving stock between locations and counting it are on their way. To prepare, Administration → Roles has three new permissions in the Stock group, for moving stock between locations, entering counts, and starting and posting stock takes (Administrators have them already), Numbering has two new sequences (ST- and SC-), and Stock Adjustment Reasons has Stock take and Lost in transit, which are kept for them and aren’t offered when you adjust stock by hand.

Choose which address purposes fill a sale’s addresses

Administration → Address Purposes now has Used for: tick which of a new sale’s addresses each purpose fills (quote, delivery, invoice). One purpose can fill several, such as “Main” for quote and invoice, and ticking one takes it off the purpose that had it. Before, this was fixed to the purposes first named Quote, Delivery and Invoice, and couldn’t be changed; they keep what they had. A purpose that fills one stays active, and the page warns if nothing fills one. On a customer’s address, a hint under Purposes says what they do. See Addresses.

Special price descriptions and extended descriptions are used

A special price’s Sales description now goes on a new sale line priced from it, in place of the product’s, and shows in the product picker. In Purchasing settings, Add the product’s extended description to order lines is now on screen; with it on, a new purchase order line gets the product’s extended description under its name, including lines you add by hand. See Special prices.

“On stop” can stop sales, and confirming warns over the credit limit

In Administration → Customer Statuses, tick Stops sales on a status such as “On stop”. Customers with it can’t be given a new sale or have an order confirmed, just as with a stop alert, and the reason is shown in red; a parent account’s status stops its branches too. Nothing is ticked to begin with. Confirming an order that takes a customer over their credit limit now warns you, with the figure it takes them to; you can still confirm. See Confirm an order.

Make customers, suppliers and products inactive, or delete them

Customers, suppliers and products have an Active switch at the top. Inactive ones keep their history but leave the lists and the pickers; tick Show inactive on the list to find them, tagged Inactive. The bin beside the switch deletes one that’s never been used, such as one added by mistake; if anything uses it, the message says what (for example “has 12 sales and 3 invoices”), so you make it inactive instead. See Make a customer inactive or delete one.

Customer discounts, price lists and contacts tidied up

• A customer’s Discounts tab now asks you to choose the Product category and who it was Granted by, and lists them by name, not by number. See Discounts.
• New customers no longer get the standard price list at priority 1: anything their own lists don’t price comes from it anyway, so a trade list you give them now wins. Customers added before keep theirs. See Give customers their price lists.
• The standard price list can’t be switched off, unticked or deleted, so products always have a price to fall back on. To change it, tick Is system default on another list.
• Refresh prices… and moving a sale to another customer say what they do: they price at the sale’s quote date. A copy is priced at today’s date.
• A contact with no name now highlights First name when you select Save.
• Wording: Assign price list (it said “Assign Assigned price list”) on the customer’s Price lists tab; buttons such as New customer, Add contact and Add product supplier no longer capitalise the second word; and Account ref, Company name and Post code on the customer and supplier lists match their forms.

Tidier tabs when they don’t fit

Where a row of tabs is wider than the page (on a customer, supplier, product, sale, purchase order or works order, on a configurator family, configurable product and Schedules, the picker board’s column buttons on a phone, and in Document templates and Email templates), it now scrolls sideways with a slim scrollbar that appears when you point at it, or with a swipe on a phone or tablet. The tab bar no longer shows a second, up-and-down scrollbar.

Stock adjustments follow Allow stock to go below zero

Allow despatching more than is in stock in Despatch settings is now called Allow stock to go below zero, because it covers despatch, works order materials and now stock adjustments too. If you’ve renamed it in Administration → Naming, your name stays. With it off, a stock adjustment can no longer take a location below zero: it’s refused, saying what’s short, and the Quantity is highlighted. With it on, the adjustment asks first, and Adjust anyway goes ahead. Adding stock is always allowed. See Taking stock below zero.

Security settings and resetting two-step verification

Administration → Security settings is new: choose whether two-step verification is Required for everyone (the default, and what we recommend), Required for some roles, Optional or Off, how many days people have to set it up, whether codes can come by email, and how long a device is remembered. See Security settings. Administration → Users has a Two-step column, and Reset two-step verification… for someone who has lost their phone: give a reason, and they’re signed out everywhere and emailed. See Reset someone’s two-step verification.

Set up two-step verification yourself

My Account → Two-step verification is new. Turn it on with an authenticator app (scan the QR code, or enter the key) or with codes by email, and keep the 10 recovery codes it shows you: download, print or copy them. From there you can also switch method or phone, make new recovery codes and, when your company doesn’t require it, turn it off; each asks for a code first. Sessions & Devices now shows how each session was verified and lists your remembered devices, to forget one or all. A reminder at the top of the page says when your company wants it set up by, when you’re running low on recovery codes, and after you’ve signed in with one. See Two-step verification.

Two-step verification at sign-in

Signing in can now ask for a 6-digit code after your password, from an authenticator app or sent by email, for anyone with two-step verification on. The code goes in by itself once you’ve typed it, and on a phone the number keypad comes up. Tick Remember this device to skip the code on your own device for 30 days, and if you’ve lost your phone, select Use a recovery code. Five wrong codes or passwords lock the account for 15 minutes. Companies require two-step verification for everyone by default: each person has 14 days from their next sign-in to set it up. See Two-step verification at sign-in.

System names keep up with updates

When an update rewords a system name in Administration → Naming, your database now takes the new wording too, unless it has been changed there; before, it kept the wording it started with. Fields Customry One no longer uses leave the lists, except any you’ve given a custom name. Your custom names are never changed. See Renaming things.

Costs kept out of product history

A product’s History tab now lists changes to its Standard cost only for people allowed to see costs, as the rest of the product does. A configurable product’s history does the same for its base cost, and shows its default and minimum margins only to people who can see costs or manage pricing. See Products and stock.

Third-party software

A new page, Third-party software, lists the software Customry One is built with and links to the full notices: every package with its licence and copyright, and the licence texts.

Help for customers, suppliers, products and price lists

The help now has pages for Customers, Suppliers, Products and stock and Price lists, and the ? button on those screens opens them. The screenshots throughout the help have been retaken from the current screens.

Cutting lists

A made part’s works order with cut pieces now has a Cutting list tab: every piece for every item, by material, each bar drawn to scale with its pieces in cutting order and its offcut, and the sheets needed by area. The bars are planned to use as few as possible, allowing for the saw kerf and an end trim, and offcuts long enough to reuse are listed. Print cutting list prints it, laid out by a new Cutting list document template with your branding, and Download CSV gives the pieces as a spreadsheet. Tick works orders on Manufacturing → Works orders, or rows on To make, and select Cutting list to cut for them all at once, and tick Include cutting lists to add each one’s to the job pack. The Shop floor shows the cutting list to read at the saw. Manufacturing settings has the saw kerf, end trim and minimum reusable offcut, and two switches: Optimise bars, and Works orders need whole bars, which makes a released works order need the whole bars its cutting list uses for a material counted in whole bars. See Cutting lists.

Combine works orders, and add to one from Make

Works orders raised separately for the same thing can now be made one: tick them on Manufacturing → Works orders and select Combine. They must all be drafts, or released with nothing booked, and make the same assembly, or the same made part with an identical specification. The lowest number is kept, with every order’s or item’s link, the total quantity, the earliest due date and their materials added by hand; the others are cancelled Combined into WO-…. The reorder worksheet’s Make view and Make for this order can also add to an assembly’s works order that hasn’t started, rather than raising another: choose Add to WO-… under the line’s quantity. See Combine works orders and Add to an open works order.

Made parts’ materials on their works orders

A made part whose configuration has materials and cut pieces now takes them onto its works order: one material for each product they use, per one made, after the made product’s bill of materials (or instead of it, when Also use the made product’s bill of materials is off), and each cut piece with its pieces, length, width and the item it’s for. The Materials tab tags them From the configuration; they’re issued, backflushed, reserved and costed like any other, and releasing takes the bill of materials as it is then but keeps them as they are. Items share a works order only when their materials are the same too, and the message says what differs. The materials are kept with the order’s revisions and copies, and never print for the customer. Items saved before this update have none, and their works orders are raised as before. See Materials from the configuration.

Shared works orders recorded in parts

A works order for several items can now be recorded in parts, with scrap, like any other. Each time, what’s made is shared between the items, earliest due first, and each item’s Made is its own share, so despatch only ever sends an item what was made for it, even when two items go on one delivery. Record what’s made has an Allocate section showing the split, where a supervisor can share it differently; Re-allocate… on the Completions tab moves a completion’s shares later, while they haven’t been despatched. An item’s quantity can be changed with Change quantity… while nothing is booked. A finished shared works order’s cost goes to each order by what was made for it, and one that made nothing is charged to each order by quantity. Cancelling an order whose items share a works order with other orders now asks, then takes its items off: what was made for them goes to the other items that need it, and the rest is written off on the item while the works order carries on. Existing works orders keep exactly the figures they showed. See Record what’s made on a shared works order.

Made parts’ materials and cut pieces in the configurator

A Made component in a configurable product now has a Materials tab: what each made part is made from, worked out from the answers. A row is a Material, with a quantity per made part (a coating by area, say), or a Cut piece: pieces of a length, and a width for a piece cut from a sheet, such as 2 pieces of [Height] - 40. Each takes its product from a product, a lookup or a code template, and can have a name, a When and a note. Also use the made product’s bill of materials (on by default) keeps the made product’s bill for the fixed items. A made part with materials and no cost formula is now costed from them, plus its bill’s rolled-up cost; existing parts have no materials, so their prices don’t change. Test opens a made part to show its materials and cut pieces, Check rules reports a material with no product or a cut piece from a product with no cut size, and the family workbook has a new Made materials sheet. Stock products get a Cutting card on their Stock tab for a bar’s or sheet’s size and a waste allowance, and Administration → Manufacturing settings a Cutting unit (mm by default). See Made parts’ materials, Cut sizes and Made materials.

One works order for several items

A made part can now be made for several items on one works order, when they make the same thing (the same made part with an identical specification), from one order or several. On Manufacturing → To make, rows that can share one are tagged Can batch and can be grouped; tick them and select Raise as one works order, or put a row on an open works order for the same thing with Add to WO-…. The works order keeps each item’s own order, reference, details and due date, lists them on its Details tab and prints them in a For table; Take off takes an item off again while nothing is booked. A new Batching section in Manufacturing settings can combine them when made parts are raised (Never by default). See Works orders for several items.

Costing set-up over a batch, and works orders that made nothing

Administration → Manufacturing settings has a new Costing section with two choices. Set-up in the rolled-up cost can now spread an assembly’s set-up over a Costing batch quantity, set under the rolled-up cost on its bill of materials, so Use as standard cost is closer to what a batch costs; charging it in full to one made is still the default. Made parts’ works orders that made nothing charges the cost of a made part’s works order that scrapped everything, or closed with none made, to its order by default: the order’s Works orders tab shows it tagged Made nothing and counts its cost in the made part’s actual cost, spread over what’s made. This is also the default for existing companies, so an order whose made part already had such a works order now shows a higher actual cost and a lower margin on actual; choose Leave it as production variance to keep the figures as before. See Costing, Costing batch quantity and Works orders that made nothing.

Requisition lines by supplier

A requisition’s lines are now grouped by supplier, each group with its line count and estimated total, as a preview of the draft purchase orders they’ll go on; lines with no supplier come first, flagged. As entered shows them in the order they were added, and the choice is remembered on that device. For a product, the supplier is chosen from the product’s own suppliers, preferred first, each with their last price and lead time, and the estimate follows the one you choose; Other supplier… searches all of them. Putting lines on purchase orders offers the same choice. The reorder worksheet’s supplier list shows lead times too. See Choose who to buy from.

Deliveries and the stock works orders need

A new setting, Stock works orders still need in Administration → Despatch settings, says whether deliveries can take materials that released works orders haven’t used yet. Allow works as before (companies set up before it start here). Warn, the default for new companies, shows it on To despatch and the delivery, for example “4 of this is needed by WO-000012”, and asks before planning or despatching it. Stop takes it off the free stock and refuses to plan or despatch it, naming the works orders. Buy for this order counts only what’s free after works orders unless the setting is Allow. See Stock works orders need.

Put work centres in order

Administration → Work centres now lets you drag work centres into the order you want. It’s the order they’re listed in when choosing one for an operation and on the Shop floor. See Put them in order.

To make opens faster

Manufacturing → To make now works out only the page it shows, so it stays quick with many made parts on open orders; the list, its filters and its order are as before. Print and Export take at most the first 5,000 rows, soonest due first, and the page says when there are more. See Print or export the list.

Made parts already ticked made aren’t offered to raise

A made part ticked made on its delivery before it had a works order (for example before Made parts come from works orders was switched on) no longer shows under To raise on To make or the order’s Works orders tab, and raising a works order for it is refused, so it isn’t made twice. See To make.

Pictures in the manufacturing pages

The manufacturing help now shows the screens: the works orders list and a works order’s details, materials, operations and costs against plan, a bill of materials and its operations, work centres, To make, an order’s Works orders tab, Works order costs, Manufacturing settings, and the Shop floor on a phone. See Works orders.

Costs against plan on works orders

When a works order finishes, its costs are compared with what was planned and recorded: the Costs panel shows Against plan with the planned cost for what was made, the actual cost, and the variance split into materials, services, labour and scrap, plus where the cost went (into stock or the made parts, written off, or left on the works order). They’re recorded then, so later changes never move them, and recorded again if a reversal reopens the works order or its cost is written off. A new Manufacturing → Works order costs page lists planned, actual and variance for every works order by date, status and product, and downloads them as CSV or Excel. An order’s Works orders tab shows each made part’s actual cost beside its estimate, with margins. All of it needs permission to see costs. See Against plan and Works order costs.

Shop floor, and a QR code on works orders

A new Manufacturing → Shop floor page is for recording work at the bench on a phone or tablet. Find a works order by scanning the QR code now printed by its number (with the phone’s camera where the browser can, or a barcode scanner), by typing its number, or from the Work waiting list, which can show just your work centre’s operations and remembers it on that device. Then start each operation, book your time to it for today, mark it done, and record what’s made and scrapped, all with big buttons. Every works order and job pack prints the QR code beside its reference details; Document templates can leave it off. See Shop floor.

Operations and labour

A new Administration → Work centres page lists where work is done (Cutting, Paint shop) and what an hour there costs. Assemblies, and stock items a configurable product makes as made parts, have an Operations tab: the steps that make one, in order, each at a work centre with set-up minutes, minutes for each one made and printed instructions. The rolled-up cost adds their labour for one made, and says which work centres have no rate. Works orders copy the operations (a made part’s from its made product) and take them as they are at release with each rate fixed, so the planned cost includes labour. A works order’s new Operations tab lets whoever records the work start each operation, book time (minutes, who, which day, how many, a note; negative minutes correct a booking) and mark it done. Time booked is costed at the rate when it’s booked, counts in the actual cost and is shared over what’s made with the materials, and stays if a completion is reversed. The printed works order lists the operations with boxes to sign each one off. See Operations, Operations and time and Work centres.

Despatch from works orders

A new setting, Made parts come from works orders in Administration → Manufacturing settings (off unless you switch it on), lets the works orders decide when a configured item’s made parts are ready. With it on, nobody ticks them on the delivery: the Made column shows each made part’s works orders and how many they’ve made, and the delivery can be despatched once what’s been made and not yet sent covers it, so made parts can go in parts. At despatch each one is stamped with when and by whom its works order recorded it, and the delivery shows the works orders it was made on. To despatch, the pick list and To make show the same. Ticks given before you switch it on still count. A completion that a despatch took from can’t be reversed until the despatch is, and what’s still to raise counts what each despatch took. See Despatch waits for works orders.

Made parts on works orders, and To make

A configured item’s made parts are now made on works orders, one per made part. Manufacturing → To make (it replaces Despatch → Production list, whose links now go there) lists the made parts still to send with the works orders making them and what’s still to raise, a page at a time; tick rows to Raise works orders, print a Job pack, or mark them made as before. An order’s new Works orders tab does the same for its own made parts, and a setting can raise them when the order is confirmed. Each works order copies the made part’s specification and its item’s reference and details, takes its materials from the made product’s bill of materials when it’s an assembly, and can have materials added by hand. Recording what’s made takes the materials out of stock but puts nothing into stock: the part goes to its order. While a made part is on a works order that isn’t cancelled, its item can’t be reconfigured, split or removed and its quantity can’t go below what’s being made; cancel a works order that hasn’t started to change it. An order can’t be cancelled while its made parts are still being made; once they’ve been made, cancelling asks first and writes their cost off. A family’s Production days (or the made product’s lead time) give each works order its start, flag late ones, and warn when an order is confirmed with a date too soon. See To make.

Issuing materials, scrap, reversals and making for shortages

On a works order, Issue materials… takes materials out of stock by hand, from where you choose or wherever there’s most, and More → Return materials… puts unused ones back with a reason. The Issues tab lists what’s been issued, returned and backflushed. Manufacturing settings can now be set to issue by hand, or by hand with the rest backflushed when the works order completes; backflushing takes only what hand issues haven’t already covered. Record what’s made takes a Scrapped quantity too, which uses its materials. Each completion is now costed at its materials’ share at the cost they were issued at, so material issued ahead isn’t all loaded on the first one; returns can’t take back what’s been used. A completion recorded by mistake can be reversed exactly, while what it made is still in stock. A short sub-assembly has Make on its row, and More → Buy for this works order… raises a requisition or purchase orders for short materials. The reorder worksheet has a Make view (also Manufacturing → Reorder) that raises works orders for assemblies that are short or below their reorder level, and Buy for this order… lists an order’s short assemblies under Make for this order. An assembly’s product page shows how many are Being made. See Works orders.

Works orders

A new Manufacturing area lists works orders: each makes a quantity of one assembly by a date, for stock. New works order raises a draft with its materials from the assembly’s bill of materials, and a planned start worked out from its lead time. Release freezes the materials as the bill is then, fixes the planned cost and reserves them, so they count as allocated on the product’s Stock tab (listed under Reserved by), when adding products to a purchase order and on the reorder worksheet. Record what’s made puts the made assemblies into stock and takes each material’s share out, in parts if you like; short materials follow the despatch setting for negative stock. With costs shown, the page has the planned and actual cost, and each completion’s unit cost; a weighted average stock cost updates the assembly’s cost. Close a works order to finish it short, or cancel one with nothing made. Print gives the works order for the workshop, laid out in Document templates. Settings are in Administration → Manufacturing settings. See Works orders.

Free stock when adding products to a purchase order

When you add products to a purchase order, Free and Below reorder level no longer count goods already despatched on part-delivered orders as still allocated, so they match the product’s stock and the reorder worksheet. See How is free stock worked out?.

Assemblies and bills of materials

Assembly is now a product kind: a stock item you make rather than buy. Its Bill of materials tab lists what one is made from (stock items, services such as labour, and sub-assemblies), each with a quantity and a note. A kit added to it is replaced by its components, and an assembly can’t end up containing itself. With costs shown, the tab works out the Rolled-up cost level by level, and Use as standard cost copies it to the standard cost. A product’s Where used list shows the kits and assemblies that use it, and it can’t be deleted while they do. A stock item can become an assembly with stock on hand. See Assemblies and bills of materials.

Schedule column filters with an Apply button

On the Schedule tab, a column’s filter now works like the filters on the other lists: tick the values to show, then select Apply, or Clear to show them all again. The funnel’s button is named after its column for screen readers, and the filter menus, page buttons and empty lists across Customry One now use your company’s wording (Administration → Naming, under Standard controls). Sorting now goes back to the first page, and the search waits a moment after you stop typing. Copying, splitting, deleting or saving keeps the page you’re on and where you’d scrolled to. Apply this order and Renumber… use the order on screen, as sorted when you last sorted. See Sort, filter and group.

A default row for each band in a lookup

Each row’s Default on a lookup is now a tick of its own, so ticking one no longer clears the others. A lookup that gives a step’s options can keep a default in each band or group, and each one pre-selects its option when it matches. Any other lookup uses its first default row when nothing matches, and the page and the rule check warn when more than one row is a default. See Default rows.

A spreadsheet sheet for each schedule

Exported schedule workbooks now have a sheet for each schedule instead of each product family. On a sale with more than one schedule, the Spreadsheet menu on each sub-tab exports that schedule (or, with Export all schedules, every one) and its CSV, and the import’s template is for a schedule. A sheet with items from several families has a grey Family column, and attributes with the same name share a column. Each row is read in its own family, and new rows are numbered by their schedule. Workbooks exported before still import. See Schedules.

A printed part for each schedule

When a sale has items on more than one schedule, its quotation and acknowledgement print a part for each schedule, in the order of your schedules, each with its own printed fields and price and description choices. Tables are headed by the schedule’s name, and the family’s too when a schedule has more than one family on the sale. With Start it on a new page, each schedule starts a new page. Send → Print schedule offers All schedules and then each schedule, and the Schedule tab’s sub-tabs print just their own schedule. A sale on one schedule prints as before. See Print the schedule.

A Schedule tab for each schedule

When a sale has items on more than one schedule, its Schedule tab now has a sub-tab for each, named with its number of items, such as Unit schedule (20). Each grid has the schedule’s own fields in its order, its own column choice, ticks, sorting and filters, and its actions (copy, set, renumber, apply this order, split, delete and print) work on its items only. References stay unique across the sale. A note says how many configured items aren’t on any schedule. A sale with one schedule looks as before. See Schedules.

The same colour picker everywhere

Colours in Branding and the text and background colours in the email and description editors now use Customry One’s own colour picker instead of the browser’s, so it looks and works the same in every browser. In Branding, the hex box now changes as you pick, and the swatch as you type. In the editors, the colour goes on the text you selected before opening the picker.

Lookup cells open the right control

A lookup’s rows now show their values as text, and a cell opens for editing when you click it (or move to it with Tab): a list for choices and yes/no, product search for products, a number box for numbers and bands, and a box for text. A blank key cell shows Any, and the clear button on a list makes it blank again. Enter still moves down the column and adds a row at the bottom, and pasting from a spreadsheet works as before. Try it gives each value the same kind of control. See Lookups.

Number boxes when configuring

When you configure an item, a step that asks for numbers now has proper number boxes: they take numbers only, show the unit and the number of decimals the answer allows, and a number outside the range says why under the box. Text answers, such as a colour reference, are plain boxes as before. See Add a configured item.

Location is a schedule field

Location is now a schedule field: it’s first on the Standard schedule, and other schedules can leave it out. Existing sales keep their locations, in the same place on the Schedule tab, the printout and the export, and older spreadsheets still import. On the Schedule tab its cell is a box to type in, like other text fields, without the sale’s locations suggested. The Sale lines tab no longer shows the location under a configured item: see it on the Schedule tab. See Schedules.

A schedule for each kind of product

Schedules now have their own page, Products → Configurator → Schedules. Each schedule chooses its fields from your field library, in its own order, decides which of them print, numbers its items with its own prefix (U01 on one, R01 on another, never clashing on a sale) and can override whether prices and descriptions print. Link a family to a schedule from either page; a family with no schedule keeps its items off the Schedule tab and the printout. Everything you had is now on a Standard schedule, so existing sales look as they did. The numbering and fields have moved from Administration → Sales settings. See Schedules.

Tidier schedules

Dates on a printed schedule now stay on one line, and a group of one item on the Schedule tab says “1 item”. See Schedules.

Pictures for schedules

The Schedules page now has pictures of the Schedule tab grouped, a cell being edited, the Change for ticked preview, an import preview and a printed schedule, and the settings and family pages show where schedule fields and columns are set up.

Tidier lists and filters

Lists and grids across Customry One are back to their compact size, so more rows fit on the screen, and the filter boxes on Deliveries, the Despatch queue, the Production list and the Picker board have their proper widths again. Small labels such as Default and Locked are their intended size too.

Click a cell to change it on the Schedule tab

The Schedule tab’s cells now show their values as text, and open for editing when you click them (or move to them with Tab): a box for references and text, numbers only for quantities and number fields, a list for choices and yes/no, a calendar for dates, and suggestions from the sale’s locations. Enter still moves down to the next item, opening its cell, and pasting from a spreadsheet works as before. See Edit in the grid.

Schedules in a spreadsheet

The Schedule tab’s new Spreadsheet menu exports the schedule to Excel (a sheet for each product family, never with costs) or as a CSV for one family, and imports it back: add items and change their locations, fields, quantities and answers in Excel, then preview what will change before anything is saved. Rows with problems are listed by sheet, row and column and skipped; the rest are saved together. A blank template helps fill in a customer’s list. See Import and export a spreadsheet.

Change many items at once

On the Schedule tab, Change for ticked… sets one answer on every ticked item, such as a size or a finish. A preview shows what each item would do first: the ones that change (with their new description and price), those that already have it, those that can’t take it and why, and those on a document. Untick any you don’t want, and apply: the sale is saved and every item is checked again. Each item keeps its own version. See Change for ticked.

The Schedule tab

Quotes and orders with configured items have a new Schedule tab: every configured item in one grid, with its reference, location, your schedule fields and its family’s schedule columns. Type or paste into the cells as in a spreadsheet; sort, search, filter and group; and work on many items at once: copy with the next references, set a location or field, renumber, put the sale in the grid’s order, split an item of several into single items, or delete. Items on a document are never offered for delete or split. On a phone the schedule can be read but not changed. Big sales now show their Sale lines 50 at a time. See Schedules.

Schedules on paper

Quotations and order acknowledgements now print a schedule of the configured items: a table for each family with references, locations, your printed schedule fields and the family’s schedule columns, on landscape pages after the totals. Send → Print schedule prints it on its own. Customer documents gain a Reference column when an item has a reference, and the production list and pick list show references too (the production list’s export adds them as its last column). Set the schedule’s options in Administration → Document templates. See Printing the schedule.

The DRAFT mark prints over the lines

The DRAFT mark now prints over the lines, so a full page can’t hide it. It’s see-through, so the lines stay readable. This applies to every document with the mark: draft quotations and order acknowledgements, proformas, delivery notes and purchase orders.

Items on the Sales list

The Sales list has a new Items column before Net, showing how many items are on each sale. You can sort by it. See Quotes and orders.

References and locations on configured items

A configured item on a sale can now have a reference (such as D01), a location and fields of your own. New items and copies can be numbered for you: set the prefix and digits, and add your own fields, in the new Schedule section of Administration → Sales settings. A family’s Details tab chooses its Schedule columns, the attributes that matter most when a sale has many items. Revisions keep and compare references, locations and fields. See Configured items.

Configured items on invoices and credit notes

The help now covers what happens to a configured item once it’s despatched: it’s invoiced as one line, and a credit that puts the goods back into stock returns its picked parts, but not its made parts or services. There are new pictures of configuring on a sale, comparing versions and the production list. See Configured items.

Configurator: picks don’t move on by themselves

In the configurator, picking an option now stays on that step, so a wrong pick can be changed. Select Next to move on.

Full credit notes keep their headings

A full credit note for an invoice with headings on it (when Carry text lines onto invoices is on in Administration → Invoicing Settings) can now be saved: before, saving it said a line wasn’t on an order the invoice could bill. The headings stay on the credit note as they were on the invoice. See Credit notes.

Configured items: new versions and documents

When a configurable product has a newer version, Edit configuration on an item built with an older one offers Compare: see the answers that no longer fit, the parts added, removed and changed, and the price before and after, then Move to version 2 or keep the item as it is. On customer documents a configured item prints as one priced line; its notes always print under it, and its other parts follow the components setting, without prices. Revisions show Configuration changed. See Configured items.

Made parts and the production list

A configured item’s made parts now have a Made tick on the delivery, and a delivery can’t be despatched until every made part on it is marked made. Despatch → Production list shows the made parts waiting on confirmed orders, soonest due first, with their specifications and whether they’re made. Filter it, tick parts made there, print it or export it. The pick list lists made parts in a section of their own, and To despatch shows how many of an order’s made parts are made. See Production list and made parts.

Configured items on sales

Sell configurable products: on a quote or order select Add configured item, choose the product and answer its steps, and Finish and save puts it on the sale with its parts under it, priced for the customer. Edit, view or copy it from the line, change its quantity or type over its price, and Refresh prices brings it up to date without changing its parts. A price below the product’s minimum margin needs permission. See Configured items.

Margins on configured items

Give each price list, and any customer, its own Margin on configured items, so a configurable product priced at cost plus margin sells to a trade customer at their margin rather than the product’s default. Set a price list’s in Administration → Price lists and a customer’s on their Assigned price lists tab. Customers who buy in another currency get the price converted at the currency’s rate. See Margins for each customer.

Kit component shares

With costs shown, each component under a kit on a sale now shows its Share of the kit line’s net amount, worked out from the components’ own prices. The shares always add up to the line, and are for your analysis only: they’re never printed or invoiced. See Kits.

Numbering moves to Company

In Administration, Numbering is now under Company, next to Company settings, because it numbers purchase orders and goods in as well as sales documents. See Company settings.

Kits

Sell several products as one: make a product a kit and list its components on its new Components tab. On a sale the kit is one priced line with its components under it, following its quantity. Its stock components are reserved, picked and booked out, the kit always goes complete, and its margin is its price less what its components cost. The invoice bills the kit, and a credited kit can put its components back into stock. Choose whether components print on customer documents in Administration → Sales settings, and override it on any sale. See Kits.

Services and product kinds

Products now have a kind: a stock item, or a service such as installation, carriage or labour. A service is sold and priced like any product but never holds stock: it goes out with the goods on a delivery without being picked, and an order of services only is invoiced straight away. Services can be bought on purchase orders, and go to Sage as service items. Product types can give new products a default kind. See Kinds and services.

Testing and publishing configurable products

Try a configurable product out before anyone sells it: Test walks through its steps with the price, parts and problems alongside, and can show what every rule did. Check rules looks for mistakes such as dead ends and parts with no product, and Publish freezes the draft as a new version. The Versions tab lists every version, Draft has changes shows what isn’t published yet, and Discard changes goes back to the published version. See Testing and publishing.

Configurator workbooks

Export a family to an Excel workbook, with its attributes, values, sections, kits, products, steps, options, components and lookups, edit it in a spreadsheet, and import it again. The preview shows what will be added, changed and removed on each sheet, and every problem with its sheet, row and column, before anything is saved. See Importing and exporting.

Configurator rules and lookups

Configurable products can now react to their answers. Add rules that offer an option only with certain choices, make a step required, limit a number, check a combination, or set or fill in a value, building each condition from tests or typing it as text. Shared rules apply across a family, and a product can switch one off with a note. Lookups give sizes, costs and parts from the answers: paste the rows from a spreadsheet, and use Try it to see which row matches. See Rules and Lookups.

Setting up configurable products

For products put together from answers, such as a server build: set up families with their attributes, sections and kits in Products → Families, and the products themselves, with their steps, options, components and pricing, in Products → Configurable products. Formulas are checked as you type. Testing and publishing come next. See Configurable products.

Picking in minutes

The pickers board can now measure each picker’s day in estimated minutes instead of stock lines, so a run of small deliveries counts for what it takes. Each delivery’s estimate is minutes per delivery plus minutes per line, and Despatch settings suggests both from the last 90 days. Lines stay the default. See Lines or minutes.

Wall screens

Show the pickers board on a screen in the warehouse. Add a wall screen in Administration → Wall Screens, then enter its code on the screen. It shows the board view only, refreshes itself and never signs out, and you can remove it at any time. See Wall screens.

Picking sites: finishing touches

The pickers board now opens on your own site the first time. Moving several ticked deliveries to someone at another site warns you, as moving one does. Anything picked at a site other than where its delivery goes out from is marked on the delivery and the pick list. See Sites.

Smoother updates

When Customry One is updated, each company’s account is now read-only for just a few seconds rather than unavailable, and a new account says it’s being set up until it’s ready. See Signing in.

Picking sites

For companies with more than one site: each delivery now says where it goes out from (Despatch from), taken from the customer’s own setting or your default. Picking takes stock from that site first. Each picker can have a site (Picks at), the pickers board can show one site at a time, and Share out gives each site’s work to the people who pick there. See Sites.

The pickers board

Despatch → Pickers shows every picker’s day side by side against a daily limit in stock lines. Drag work between pickers, mark someone off, and use Share out to hand out what’s unassigned. See The pickers board.

Account notices on the sign-in page

If Customry has suspended your company’s account or made it read-only, the sign-in page now says so and explains what to do. While Customry One is being updated, you’re asked to try again in a few minutes. See Signing in.

Help from any page

Select ? at the top of any page to open the help for that page in a new tab. Help in the account menu opens the help home page. See Finding your way around.

Key figures use calendar years

On the Home KPI widgets, This year and This quarter now follow the calendar: the year runs from 1 January, and quarters are January to March, April to June, and so on. They used to follow a financial year set in Company settings, and that setting has gone. See Key figures.

Help centre

This help centre is new. It covers getting started, sales, despatch, invoicing, purchasing and administration. More guides will follow, and pages are updated as Customry One changes.

What’s in Customry One today

• Home: a board of widgets for each person, based on what they’re allowed to do, with a start page of your choice.
• Customers and suppliers: accounts, addresses, contacts, alerts, special prices and discounts, parent and branch accounts, and full history.
• Products and pricing: price lists by currency with quantity breaks and dates, customer price lists in order of priority, and stock by location.
• Sales: enquiries, quotes and orders on one record, with revisions, your own statuses, and branded documents emailed from the sale.
• Despatch: part deliveries, pick lists by location, picking on screen, pickers, and a stock ledger that books goods out at despatch.
• Invoicing: invoices and credit notes, consolidated and head office invoicing, proformas with deposits, payments, and a Sage 50 export.
• Purchasing: the reorder worksheet, requisitions with approval limits, purchase orders with amendments, buying for a customer order, and goods in with goods received notes.
• Administration: roles and permissions, branding and document templates, your own names for things, and an audit log.