Welcome to c3OMS

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.

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.