Concurrent Edit Locking & External Packages

We are releasing two new additions to our system: Concurrent Edit Locking, and External Packing Tracking. Let’s go over them.

Concurrent Edit Locks

We designed our system to be real-time and collaborative. Any member of your team should be able to update our system independently and in parallel. However, when making changes to a Sales Order such as adding new line items or adding a new shipment, accuracy trumps everything. To accomplish this, we created the Concurrent Edit Locking system.

How does concurrent edit locking works?

When a user tries to edit a Sales Order / Quote, we send out a beacon to all connected devices to detect if the Sales Order / Quote is being edited by someone else. If our algorithm detects an edit in progress, we prompt the user with details of who is editing the Sales Order / Quote. At this point, the user can decide to take over the session effectively, ending the other session. We save all changes before terminating the session. It comes in handy when you use multiple devices and want to make sure there is a single source of truth.

Concurrent Edit detected when attempting to edit the Sales Order

Session taken over by another user

What changes are protected by Concurrent Edit Locks?

Concurrent Edit Locks only applies to our Sales Order Creates, Sales Order Edit, Quote Create, and Quote Edit Page. Once a Sales Order / Quote has been published, the system resumes using our concurrent edit system. Changing the status or dates post creation are not affected by this change.

External Packages

We provide first-party integration with UPS and FedEx, making it easy to create and print a label as well as providing package tracking information. However, if you are not using UPS or FedEx, there was no way to add a tracking number to the system. To address this issue, we have created an External Package Tracking system. You can now click Add Existing Label in the Shipment Details Dialog, and add any tracking number from providers not supported in our system. Furthermore, any tracking number added here is shared with your customer in their Customer Portal, making it easy for them checking on package delivery status.

Add Existing Label button location

External Package tracking information in Customer Portal

These features are available starting today, and we are excited for you to try them out!