We’re excited to announce that version 26 brings a range of improvements to the Client Center, making it even more intuitive, powerful, and tailored to your business needs. These updates focus on streamlining navigation, simplifying order creation, and providing better control and visibility over key information.
Here’s what’s new:
1. Мain menu redesign
The Client Center main menu has been redesigned to become hierarchical, providing a more organized structure. Orders and Billing have become distinct sections with submenus for easier navigation.
2. Role-based access and Multi-customer support
A new role-based access mechanism has been introduced to give businesses more flexibility in managing how users interact with the Client Center. Access to different sections such as Orders, Billing, and User Management is determined by the role assigned to each user.
With six predefined roles ranging from Basic to Owner, you can now tailor access levels depending on responsibility. This approach ensures that every user has the right level of access for their role, improving security and clarity while keeping the Client Center simple to navigate.
In addition, the Client Center now supports multi-customer access, enabling a user to securely work with data from different customers. User creation has also been streamlined - new accounts are no longer tied to Persons or Parent Parties, making onboarding faster and subsequent inclusion into the Client Center more straightforward.
❗Note: These updates introduce a breaking change in v.26. Learn more in the dedicated post here.
3. Enhanced "New Order" module
Transformed "Order" panel
The Order panel has been completely transformed to become the first and main tab of the New Order module, standing at the core of the order creation process. It features a more intuitive interface, allowing users to easily add new rows or modify existing ones directly within the grid.
New "My Products" tab
A dedicated panel for customer products has been added as a second tab in the module, allowing users to select items from a pre-agreed product list. It is designed to enhance efficiency by enabling users to directly input quantities for selected customer products, which are then automatically added to the "Order" tab with their corresponding details.
This seamless integration between the "My Products" and "Order" tabs ensures the ordering process is faster, reducing the need for manual data entry.
New "Distribution Channel" tab
The "New Order" module features another tab that carries the name of a distribution channel configured as the default for the customer. Once inside, users will see a list of products associated with the selected channel. When a quantity is entered for any product, it is again automatically added to the Order tab.
If no products are linked to the channel, this tab remains hidden to keep the interface clean and focused.
New "Site Channel" tab
We have introduced a new JSON configuration setting which allows new orders to have a specific distribution channel set for them once they are created.
If products are linked to this channel, a new tab will appear in the "New Order" module carrying that channel's name. Users can once again enter quantities to instantly add them to the order.
The "New Order" module also benefits from:
- Customizable panel visibility: You can control the visibility of all "New Order" module tabs except Order by configuring the respective JSON settings in the Client Center website definition.
- Order confirmation pop-up: We’ve introduced a confirmation pop-up that appears before finalizing an order. This ensures that all order details are reviewed and confirmed, reducing the risk of errors and giving users an extra layer of assurance before completing their purchase.
- New Discount column: A new "Discount" column has been added to the Order tab, initially hidden by default to offer greater flexibility in managing product discounts as needed.
- Retain changes: This new enhancement ensures that any changes made to orders are automatically saved. Whether you add, delete, or modify items, or close and reopening the module, orders are consistently updated.
- Visible order number: We’ve added a new “Document No.” field to the header of the "New Order" module. This makes it easier for users to quickly identify the reference number of their current order.
3. Smarter ordering: Product Info panel & auto store selection
We continue to evolve the Client Center with a strong focus on user convenience and flexibility. In this release, we introduce new enhancements that provide greater control over information visibility and improve the overall efficiency of the ordering process.
Product information at a click
When creating a new order, there is often a need for quick access to key product details – such as name, code, unit of measure, or even visual reference. To streamline this process, we've introduced a new info panel that opens instantly when clicking on the product name or code within the "New Order" module.
The panel displays essential data, including a product image that is automatically retrieved from the child table ProductPictures (only if marked as IsDefault = true). The image appears in a compact format and can be opened in an enlarged view via a dedicated pop-up if needed.
This small yet effective feature greatly improves product navigation during order creation, especially in cases where visual recognition plays a critical role.
Product availability check and automatic store selection
One of the most common challenges during order placement is the lack of information about product availability. To address this scenario, we’ve introduced two new features that work in sync: automatic store selection and controlled visibility of available quantities.
- Administrators can now define a default store in the Client Center configuration using a JSON setting. This ensures that when a new order is created, the Store field is automatically filled in, without requiring any user input.
-
The next enhancement is the new Availability field, which appears in the Order tab when enabled through another JSON configuration, defining the threshold up to which the actual available quantity is displayed.
The field dynamically responds to the selected quantity:
- If the quantity is less than or equal to the available amount – a green "YES" is shown.
- If it exceeds the available amount – the actual quantity is shown in red.
- If the quantity exceeds the configured max threshold – no number is displayed, and a message "Call" appears instead.
This functionality is optional and can be flexibly managed by administrators. Additionally, users can manually add the Availability field to their view through the Column Chooser.
4. New “Payment History” module
The Client Center becomes even more functional with the new Payment History module, providing a clear overview of all payments made in the past 12 months — including key details like date, amount, currency, and related documents. The most important columns are visible by default, while others can be added as needed using the convenient Column Chooser.
The module is optimized for fast loading and smooth navigation — up to 1000 records are displayed, with a clear message if the limit is exceeded. This gives users easy access to essential financial information without leaving the Client Center.
5. Control over visible document types with JSON settings
Companies can now define which document types are displayed in the Orders and Invoices modules through new JSON settings. This means that:
- Only selected document types can be shown.
- If no setting is provided, the system defaults to showing all document types.
This offers flexibility and ensures a cleaner interface for end users.
6. Document download and access to attached files for Orders
Previously available exclusively for invoices, the options for PDF downloads and access to attachments are now also supported for orders through:
- A Download button – allows you to quickly export a PDF version of the order.
- An Attachments panel – lets you view and download shared files directly from the order form.
This creates a consistent user experience across modules and improves access to important documents.
7. New "Cancel" button in Orders
Cancelling a submitted order to make it void is no longer possible from the main Orders list. You can now do it directly from within the order itself, through the redesigned Cancel button.
Upon attempting the action, you will be prompted to confirm it, which is an extra security measure we added to limit the chance for wrongful or accidental cancellations.
All of these improvements are just part of our ongoing efforts to make the Client Center more powerful, flexible, and user-friendly, with upcoming improvements aimed at further simplifying daily workflows and enhancing customer communication!
0 Comments