Welcome to c3OMS

C3-3937 — Card Last 4 on the Orders List. The default Orders List now shows Card Last 4 immediately after QBOID.

C3-4470 — Web Order to Proforma Invoice. You can convert an approved Web Order to a Proforma Invoice, then convert that Proforma Invoice to a Sales Order. The approval warning names the document you are trying to create.

C3-4131 — Company holidays in ship and promise dates. Company holidays cannot be chosen or typed into Ship Date or shortage Promise Date, including bulk promise updates. A holiday date already saved on a record can stay. Weekends remain available.

C3-5357 — Choose when to update an order address. Opening or searching a contact keeps the address saved on the order. Edit the contact from the order, or choose Use the contact’s current address, to update the order’s address. Save the order to keep the change. The contact dialog explains this, and a warning appears if you leave before saving.

C3-4604 — RMA credit: Yes - w/ Restocking Fee. RMAs now offer "Yes - w/ Restocking Fee" for Credit Recommended, Credit Approved, and Credit Issued. Choosing it fills in the decision date, as Yes and No do.

C3-4919 — Sample payment terms reach Fishbowl. Orders with Sample terms now reach Fishbowl as SAMPLE instead of Due on receipt.

C3-5260 — UPS Worldwide Saver Collect. Orders sent from ERP to Fishbowl with UPS Worldwide Saver Collect now use the correct collect service instead of TBD.

C3-4796 — Separate contacts for duplicate customers. Duplicate clears the original customer’s primary, billing, shipping, and display contact links. Use the + buttons to create contacts for the new branch. Choosing an existing contact still shares it. Existing orders keep their saved addresses when contacts load or searches change, and Fishbowl receives those saved order addresses.

C3-5125 — Tax Group is optional. Contacts can save with Tax Group blank, and taxable orders can post and convert without a ship-to Tax Group. Changing or validating an address no longer replaces a saved Tax Group. The customer’s Taxable setting and AvaTax still control tax calculation.

C3-5277 — OEM price list for new customers. A new staff customer form now starts with the active OEM price list, alongside Credit Card terms. You can choose another price list. Duplicate and Edit keep their existing values. If OEM is unavailable, choose a price list before saving.

C3-4830 — Cleaner zero-value lines on PDFs. On order PDFs and batch invoices, non-inventory lines with both unit price and line total equal to zero show no quantity, unit price, or amount. Their descriptions remain. Stored values and document totals do not change.

C3-4013 — Clearer Product Line Evaluations. Product Line Evaluations is now admin-only. Workbook labels, rankings, and comparison dates are clearer. Cost, profit, margin, and profit share use labeled estimates from current item costs. Current stock value stands in for average inventory until a period average is entered. You can inspect missing-cost exceptions. Exports and the printable briefing explain the estimates and their limits.

C3-4013 — Import evaluation inputs from a spreadsheet. Download a CSV template and import period costs, average inventory, P&L revenue, quality counts, and review notes for several product lines at once. Review the changes and their sources before confirming. Blank cells keep saved values; [CLEAR] removes a value. Previous revisions remain available. Summary and ranking exports also offer Google Sheets.

C3-5386 — Separate c3controls and CPW Sales KPI reports. Sales KPI now has separate c3controls and CPW reports. CPW includes sales in the CPW customer segment or the CPW product family, counting each line once. c3controls excludes both. The split also applies to credits and tariffs. CPW goal figures remain blank until targets are provided.

C3-3818 — Orders Entered by Due Month. Review monthly order counts and subtotals, grouped by when the order’s Ship Date falls. Choose months in rows or columns, and export either layout. Canceled orders and backorders are excluded; drafts appear only when Include draft orders is selected. Total Revenue shows invoice subtotals less issued credits.

C3-4470 — Web sales follow the Sales Order. Marketing Dashboard web sales, order counts, average order size, and their detail lists now count a converted Web Order only while a related Sales Order has not been canceled. This also works when the Sales Order was created through a Proforma Invoice.

Market Vertical Dashboard comparisons. Current and prior-year figures now stop on the same month and day, including new-account counts and partial quarters. February 29 compares with February 28. Details show each customer’s value in the selected cell, and exports keep cents. The page flags filters waiting for Submit and shows unavailable deal data instead of zero. Calculation notes are easier to read.

Intergalactic credits, totals, and dates. When credit memos are included, credits with no matching sales row now appear as negative amounts, so changing the grouping does not drop them. Totals and flat exports no longer repeat subtotal rows, and records with missing group values remain included. Quarter presets use the correct three months and Eastern dates. Prior-year comparisons handle February 29.

C3-5362 — One shared sales-order exclusion list. Admins can add or remove Pending Sales Orders from the exclusion list in INV and INV2. Excluded orders no longer consume stock in those lookups, storefront availability, or the Alps feed. Reload order lines and submit again after a change. Removing an order lets its demand count again. Demand planning and other MRP reports keep their existing rules.

C3-1106 — DigiKey stock refresh shows available units. Fill Available Stock now uses the full sellable quantity instead of a result limited to one unit. A failed or invalid lookup keeps the previous stock value and shows an error. If saving fails, the refreshed rows stay available for another save.

Internal — Release reliability. Build and deployment fixes reduce release failures. Form and report checks were updated to support these changes.

C3-5380 — More reliable item search and selection. Item searches are more reliable on the Items List and in order lines. Clearing or changing a search no longer starts competing searches. Unfinished filters no longer hide matching items, including after a reload. If a search fails, the page shows an error and lets you try again instead of reporting no matching items. Page controls now move to the correct page, and changing a filter returns to page one. In order lines, typing a part number no longer changes the line automatically. Choose a current search result to apply the part. Previous results cannot be selected while a new search is loading.

C3-4079 — Export, edit and import items. Export matching items as an import-ready CSV, update only the fields you need, and review changes before applying them. Large files are supported, and unchanged items are skipped. Closing the importer clears the previous file and preview.

C3-5275 — Copy To saves correctly. Orders created with Copy To can again be saved as Draft or posted. Replacing a placeholder part preserves the description and price you entered.

CPW on the item form. You can set a part’s product family to CPW and its product line to CPW - Custom.

C3-5275 — Placeholder lines cannot post. A sales order will not post while a line is still Sales Quote Item (1) or BOM Required for Item Entry (99999). The warning only lets you go back, so you can replace the line and keep the description you typed.

C3-5293 — Standard pack warning. If an item description says SPQ(50), the line quantity should be a multiple of 50. OMS warns you before draft or post. You can go back and change the quantity, or continue.

C3-5272 — International ship date. A sales order that ships outside the United States warns you when the ship date is today or earlier. The ship date should be tomorrow or later. You can go back and change the date, or continue.

C3-5279 — Draft stamp on PDFs. A draft sales order, quote, invoice, or other draft document shows a large light-gray DRAFT across the page, so a customer can see it is not the final copy.

C3-5350 — Clear last 4, clear tax, and clear tariff. On a sales order already in Fishbowl, Clear last 4 removes the card digits so the order will not auto-charge. Clear tax removes sales tax. Clear tariff removes the tariff. The order total becomes the subtotal plus whichever of tax and tariff is still on the order. A tax amount that was never added to the total is not subtracted.

C3-5271 — Tariff note removed from PDFs. Sales orders, quotes, and other PDFs no longer include the note about a global tariff surcharge. Tariffs no longer apply.

C3-4662 — Copy To drops the tariff. Copy To does not copy a tariff override or a tariff amount. The new document uses the normal tariff. Convert still keeps the tariff from the source document.

C3-4129 — Copy To uses current prices. Copy To prices each line from the customer’s current price list, the same way a new line does. An old discount is not copied. Product family, product line, and the other item details refresh from the current part. Quantity and PO line number stay. Convert still keeps the original prices.

C3-5282 — Expedite under review updates the due date. When you save a promise as Expedite Under Review, the line due date follows that promise date, the same way it does for Confirmed. A blank promise date does not change the due date.

C3-5192 — Item cost and GL accounts follow Fishbowl. About once an hour, OMS updates a part when Fishbowl has changed its cost or its income, asset, or expense account. A part with no UPC is skipped. When something changes, the operator gets an email with the old value and the new value.

C3-5178 — Large opportunities and next steps from HubSpot. Each deal sync now brings Deal Type, including Large Opportunity, plus Current Status, Next step, and Next step date. Next step date is the day that step should happen. The sync also keeps the forecast next step and the time that forecast text last changed.

C3-5168 — Attach files on the order. On a saved Sales Order, Sales Quote, Shipper, or Sales Invoice, use Attach file next to Tracking #s. PDF, photo, CSV, and Excel, up to 20 MB. Files stay with the order family when you convert a quote to a sales order — a file on a quote still shows on a dash-B shipper. The Attachments button shows how many files are on that family, and fills in when there is at least one. No badge if there are none. Copying an order does not copy the files. Web Orders do not have this yet. (C3-5168)

C3-5088 — 11A document number. The backorder letter used to say SOSO1481373-B1 because the document number already includes SO. It now prints the number once. (C3-5088)

Quote lines stay when you Draft. If a quote used the same placeholder part on several lines (only the description was different), converting to a sales order and changing each line to the real item used to snap those lines back to the placeholder when you clicked Draft. That is fixed.

Invoice charge: overnight, the Charge button could still appear after someone paid in QuickBooks. A second click could bill them twice. Before a real charge, OMS now asks QuickBooks for the live balance. If that balance is already 0, OMS skips the charge. If QuickBooks does not answer, OMS also skips — it will not guess.

Customers and ChargeZoom: after a customer is saved in QuickBooks, OMS looks in ChargeZoom for that same display name. If it finds one match, it stores that ChargeZoom id so Invoice Charge Validation can find the card. OMS will not create a second ChargeZoom customer. If ChargeZoom has two customers with that same name, OMS leaves the ChargeZoom id empty. Use Set QBO/CZ ID and pick the right one. Guessing would put the card on one account and the invoice on the other.

C3-5088 — Order emails live in OMS. Sales Order confirmation, backorder, international paperwork, and shipment details now use the letter you see in OMS, not a Mailgun template. Preview and send from the order. Admins can open Email Templates in the menu to review the four letters. Automatic send after conversion stays off until you turn it on.

C3-5236 — Cust Rep on the order. The sales order now shows the customer’s Cust Rep next to the tariff fields under Internal Customer Notes. You do not have to open the customer form (the eye icon) just to see who the rep is. The field is read-only; change it on the customer record.

C3-5147 — Orders need a price list. You cannot put a customer on an order if that customer has no price list. The name shows as disabled with “(no price list assigned).” Without a price list, OMS cannot compute the customer’s unit price, so the order would have gone through at list price or worse. If the customer is already on a price list that is inactive, Sales Info still shows the list name with “(inactive)” — the field is not empty. Sales managers own moving those customers to a live SPA.

PARs — Sales Rep autofill: choosing a Customer now fills the editable Sales Rep dropdown in Replacement / Response Info (not only the read-only Customer Info display), so Smart Event emails can reach the right CustRep (C3-4144).

Fishbowl — Ship Complete note (backend): Sales Orders posted to Fishbowl no longer get a doubled -- Ship Complete! -- marker in the SO note (and on commercial invoices) after the Critical Message already carries that marker from reverse sync (C3-5016).

Fishbowl — CC ORDER note (backend): when a Sales Order’s payment terms are CREDIT CARD, posting to Fishbowl now prepends -- CC ORDER -- to the SO note (alongside Ship Complete when set). Reverse sync mirrors it into Critical Message; re-sync does not double the marker.

Sales tax — AvaTax on conversion (backend): when a Web Order / Proforma converts to a Sales Order (and on partial-ship backorders), OMS now recomputes tax from AvaTax so ERP matches QuickBooks, instead of the flat Tax Group rate that was causing daily mismatches. If AvaTax is unavailable or returns an unusable response, the flat rate is kept as fallback and logged — it no longer silently writes $0 tax (C3-4936).

ChargeZoom — invoice charge Phase 2 (backend): new API to preview and charge a Sales Invoice against the customer’s vaulted card. Wet charging stays off unless a server kill-switch is explicitly enabled; otherwise every call is simulated. Already-charged invoices are skipped (idempotent). Intranet UI is separate.

Orders — conversion lock diagnostics (backend): conversion transactions (e.g. Web Order → Sales Order) that hold database locks are now timed and optionally recorded so reverse-sync lock waits can be measured and tuned. Default behavior unchanged; capture is opt-in via env + a sidecar diagnostics table.

Tax / lock tooling (backend): read-only SQL helpers to trace ERP↔QBO tax chains and reproduce conversion lock contention on staging without Fishbowl, plus a collation-safe lock repro path used while diagnosing those issues.

Orders — Email Buyer 2 persists: saving Email Buyer 2 on an order now sticks after reload, and the address appears in the email modal To/CC picker alongside Email Buyer 1 (C3-3897). Root cause: order GraphQL queries never requested the field after codegen went stale.

RMAs — save fixed: editing an RMA no longer fails with a generic update error. Root cause: Credit Memo “Convert” work added PARId to the RMA load query but left it in the update payload; GraphQL’s RMAUpdateInput only accepts the PAR relation, not scalar PARId. PARs were unaffected. The field is still loaded for Convert to Credit Memo.

UI copy: entity edit failure snackbars that said “Form updation unsuccessful” (or Credit Memo’s “Form update unsuccessful” fallback) now say “Form update failed.”

Customers → QuickBooks (backend): ERP→QBO customer sync now sets the QBO primary email to Accounting Email 1 and Accounting Email 2 as a comma-separated list when both are present (deduped; QBO 100-character cap). If neither accounting email is set, contact email fallbacks are unchanged.

Smart rule — c3 Free Canada program: posting a Sales Order shipping to Canada with a subtotal over $1,500 now shows a warning — “Value is over $1500. Does this qualify for the c3 Free Canada Program?” — so the team reviews eligibility before posting (C3-5054).

Credit memos — type defaults to CM: new credit memos always start as type CM; the other types (RET, REB, Other) stay visible but are disabled — they exist for historic data only.

PARs & RMAs — Convert to Credit Memo: new button on the PAR and RMA forms pre-populates a new credit memo with the Customer and Contact info (which in turn fills Segment, Territory, and Sales Rep), links the PAR/RMA, and adds its Original/Replacement Sales Orders to the Doc No list. Products still need to be entered manually.

Credit memos — one way to link PARs & RMAs: the read-only “Linked PAR” / “Linked RMA” fields are gone; the multi-entry PAR and RMA lists are now the single way to link records (a credit memo can have more than one of each). PO-number-based auto-linking from QuickBooks now adds to these lists and never removes links you added.

Credit memos — smarter form layout: the PAR and RMA lists now sit directly under Calculated total with the Doc No (orders) list right below them, matching how memos are actually entered. Adding a PAR or RMA auto-fills the Doc No list with its Original and Replacement Sales Orders.

Credit memos — form polish: Doc No and Log No fields removed from the form (the header already shows CM-###; numbers are auto-assigned). Adding a PAR/RMA no longer clears that PAR/RMA when Orders auto-fill. Convert to Credit Memo now populates Order Transaction Date as well as Doc No.

Credit memos — QuickBooks errors stay visible: if a push to QuickBooks fails, or a QBO-synced memo is missing its customer / drops unmapped item lines, a sticky on-page alert shows the full error with a Copy for ticket button (it does not auto-fade). Duplicate no longer carries over source line IDs.

Credit memos — Learn about Credit Memos: on the Credit Memos list, a small link to the left of Customize Headers opens a dismissable guide covering create/post, Convert from PAR/RMA, Duplicate, QuickBooks sync both ways, Open/Closed, linking, and what to do when sync errors appear.

Learn about… on every left-nav list: the same dismissable how-to pattern now covers all ERP and Admin list pages (Orders, Customers, Contacts, Items, Web Users, PARs, RMAs, Credit Memos, MOSR, AR Terms, Sales Reps, Customer Types, Price Lists / Entries, Shipping Methods, Tax Groups, Territories, GL Accounts, Tracking Numbers). Guides live in-app next to Customize Headers and are mirrored in the oms Knowledge Base (KB-100…KB-119).

Customer market vertical: new picklist value Snow Removal & Management Equipment for customer marketing vertical (C3-5017).

Web orders / global tariff: web orders now default to exempt from global tariff on create and update, matching business policy for all web-channel orders (C3-5007).

Web orders / sales tax: AvaTax calculation uses the order transaction date and taxable lines only; pending web orders keep live-calculated tax when you save instead of drifting on post (C3-5042).

Orders — buyer emails: second buyer email field (Email Buyer 2) on the order form; Sales Order PDF and email modal include both addresses when set (C3-3897).

Stability — spinners & empty searches: hangs that showed an endless spinner or returned empty search results have been resolved with the latest Kubernetes platform patching across OMS (C3-4726).

Order action bar — fewer mis-clicks: the Copy to button has moved to the right of the action bar, well away from Convert to, and is now a distinct color so the two are no longer easily confused (C3-4726).

Orders & credit memos — clearer Post vs Draft: when Draft is available it stays on the left in the normal blue and Post sits immediately to its right in a lighter blue so the two actions are easy to tell apart; when only Post is available it is the leftmost button in the normal blue (C3-4726).

Number inputs: quantity and other numeric fields no longer change when you scroll the mouse wheel while the field is focused—reducing accidental misentries on order lines, shortage entry, table filters, and similar screens (C3-4938).

Credit Memos (list): default columns updated: Doc No first, then Log No, Customer ID, Customer Name, Status, Transaction Date, QBO Total and QBO Balance (shown as money), then Created By and Created At. Extra columns stay available from the column picker. Please open a ticket if you would like to change the default columns.

Credit Memos (list): the Updated By column is now loaded with the list query, so it can show who last changed a CreditMemo.

Credit Memo (create): sends you to the new CreditMemo's view once after a successful save.

Form headers for Contact, Item, and Web User again show a sensible title (name, id + name, or email) for the bar and copy-to-clipboard.

Credit Memo (form): the screen now surfaces the main document and audit fields: Doc No (locks after the server assigns one), Log No (ID), Transaction Date (defaults to today on new memos), Calculated total (from lines), Disable QBO sync, plus read-only Updated At / Updated By and system readouts for draft, soft deleted, and CM contact address validated at when present.

Credit Memo (primary panel): the expandable primary panel now includes the same class of fields—e.g. transaction date, draft/soft-delete flags, QBO disable sync, contact-address validation time—alongside the existing QBO and audit summary so nothing important hides only in the API.

Contact address validation (Avatax): if validation fails (including addresses that look fine on Google Maps but are not accepted by Avatax), a checkbox appears so you can allow save without a passing validation. Use it only when you are sure the address is correct.

• Save stays disabled until you fix the address, get a successful validation, or check the bypass box—so the button lines up with whether the form will actually submit.

Fixed Contact address validation (Avatax) bug

• Nerds: Resolved TypeError: …some is not a function and related failures when validation ran but the API returned a single messages or suggestedAddresses object instead of an array.
• Nerds: Both values are normalized to arrays before running .some / .map, so one-off object shapes from the API no longer break the form.

“Show 0 Qty Items” (Orders): the checkbox now defaults to on for all document types (no longer Shipper-only by default).

• When the box is unchecked, only rows with a real numeric qty of 0 are hidden.
• Clearing the qty field (e.g. backspace) no longer hides the row while you edit — empty / non-numeric values are treated as “still editing,” not zero.

The top bar search now looks across Orders, Customers, and Items in one flow—not orders only—so you can open the right record faster.

• Service Desk: C3-4845
• Examples of the search UI in different states are below.

GPR smart rule (Sales Order / Sales Quote): temporarily disabled—the confirmation that warned when a line included a product whose name starts with GPR no longer appears. It may be turned back on later.

• Service Desk: C3-4669

Orders — order lines: added PO Line # on the line grid and in line edit (Order Form), plus a Show PO Line # control so teams can surface or hide that column as needed. Certain customers can default the column on via configuration.

• Service Desk: C3-4485

Orders — email (Order Form): for 11A – Backorder Notification and 11B – Backorder Item Improvement, the customer’s assigned Cust Rep email is now added to Cc automatically when you pick that template (so reps stay in the loop without an extra click).

• Service Desk: C3-996

Orders — order line (i) modal: the line info dialog now includes Qualifies for Free Shipping? plus item-level Exempt from China Tariff and Exempt from Global Tariff readouts (with existing line/part fields, PO Line # when present, memo, and pricing blocks) so what you see on the grid lines up with the detail sheet.

• Service Desk: C3-4209

Sales rep callout (top right): the template now shows “Your Sales Rep Is: Name (Email)” instead of “Issued By” in that corner.

• Clearer for customers: they see who their rep is, with contact info in one line.

“Issued By” has been moved to the footer of the PDF.

• Internal / operational context stays available, just not in the header.

Cust Rep “TBD”: if the customer’s assigned rep is TBD, the PDF uses a fallback name and email so the document still shows a valid contact.

• Fallback is the shared group sales-rep@c3controls.com (Marc & Memo).

Global Tariff calculation is back to order subtotal, not per-unit.

• Same idea as when Global Tariff first launched: one amount tied to the whole order subtotal.
• It no longer calculates line-by-line at the unit level.

New checkbox under subtotals: “Override Global Tariff Amount.”

• When checked, you enter a manual Global Tariff amount instead of the default calculation.
• Lets CF fix an SO that doesn’t match the customer’s PO without fighting the automatic math.
• Tip: to change the override value, uncheck the box, then check it again to re-enter the amount.

Insert row: small blue + icon to the left of the trash on each order line.

• Adds an empty order line directly below that row—no more adding at the bottom and dragging up.

Delete confirmation: trash on an order line now asks you to confirm before removing the line.

• The new + made accidental deletes easier; this is a deliberate safeguard.

Import Items via CSV appears below the order lines.

• Geared toward faster Sales Quote entry.
• Only a specific CSV layout is supported for now; step-by-step instructions will follow.

+ Add New in the top bar.

• Start a new Order, Customer, Item, PAR, or RMA without opening the list page first.
• For Order, a popup asks for transaction type (Sales Quote, Sales Order, etc.).
• Fewer clicks and fewer list queries—faster for you, lighter on the database.

Search Order field in the top bar.

• Same quick order search you’re used to on the order screen—now everywhere.
• Jump to an order without visiting the Orders list first; again, fewer clicks and queries.