2023.12.17 Software Release 4.99.0

Updated by Jay Kasbohm

Version 4.99.0

Summary

  1. Inventory
    1. Enable recording package-level unit weight is now a facility configuration.
    2. RI users can now edit the Usable Cannabis package attribute.
  2. Outbound
    Hide origin facility name and address in packing list PDF is a facility configuration.
  3. Quickbooks Online
    Invoice Transaction Date Field is now an available setting.
  4. Inbound
    Converting packages can now be done from the Inbound Transfers table.
  5. Loyalty
    Users can now re-map customer accounts to existing loyalty memberships.
  6. Analytics
    1. Changed the Daily Inventory Snapshot run time to 5am EST / 2am PST.
    2. Added Strain Name to Plant Kill Log.
    3. Added totals to the top of the Accounting - Inventory Snapshot report.
    4. New report Inventory Control Detail.
    5. New report Inventory Control Costing.
    6. New report Non-cannabis items created from BOM.
    7. New report Compliance - Packages with Zero on Hand Qty.
    8. New report Compliance - Negative Inventory Report.

Details

Inventory

Edit package-level unit weight facility configuration

We developed the feature to allow users to set the Unit Weight of individual packages to help clients who report to external systems that are not METRC. However, not all users need this functionality, so we made this a facility-level configuration that allows users to disable this feature if desired. To find this toggle, please follow the steps below:

  1. Go to  Settings.
  2. Select.
  3. Locate the Inventory card.
  4. Toggle, and don't forget to Save!

Editing Usable Cannabis in RI

To help Rhode Island users, we enabled the Usable Cannabis package attribute upon package creation. Rhode Island users can now edit the Usable Cannabis package attribute after package creation.

Click Edit Attributes

Outbound

Hide origin facility on packing list PDF

Per your feedback, we've made including the Origin Facility on the Packing List PDF a facility-level configuration. With this feature enabled, the Packing List PDF will not include the origin facility details, just the Destination.

To find this toggle, please follow the steps below:

  1. Go to  Settings.
  2. Select.
  3. Locate the Outbound card.
  4. Toggle, and don't forget to Save!

Disabled (default setting)

Enabled

Quickbooks Online

Invoice Transaction Date Field

You can now set which invoice date field, either Invoice Date or Shipped Date, syncs to Quickbooks Online as the Transaction Date. Learn more about Quickbooks Online Sync Settings.

Inbound

Convert packages from Transfers table

Converting external packages into internal packages is a critical step in the inbounding process. To improve workflow, you can now convert packages in the Inbound Transfers table. This saves you lots of time when receiving inventory. Learn more about how to convert packages from the Transfers table here.

Loyalty

Re-map customer loyalty account

Sometimes, Alpine IQ incorrectly combines a new account with an existing loyalty member, causing their loyalty point totals to be inaccurate.  If the Available Points looks incorrect for a customer, you can now check which loyalty membership the customer is merged with and remap the profile to the correct loyalty membership profile if needed. Please see these instructions on how to re-map loyalty member profiles to customers and learn more about Loyalty Signup & Updates.

Analytics

Daily Inventory Snapshot Update

We changed the run time of the Daily Inventory Snapshot reports from 3am EST / 12am PST to 5am EST / 2am PST. You can find this report in Analytics/Reports/Inventory.

Plant Kill Log Update

We added Strain Name to the Plant Kill Log report. You can find this report in Analytics/Reports/Cultivation.

Accounting - Inventory Snapshot

Added totals to the top of the Accounting - Inventory Snapshot report. You can find this report in Analytics/Reports/Accounting.

New report Inventory Control Detail.

 A detailed breakdown of events from the Inventory Control report.

You can find this report in Analytics/Reports/Inventory.

New report Inventory Control Costing.

A costing focused version of the Inventory Control report. You can find this report in Analytics/Reports/Accounting.

New report Non-cannabis items created from BOM.

A report that shows all non-cannabis items created from a BOM. You can find this report in Analytics/Reports/Manufacturing.

New report Compliance - Packages with Zero on Hand Qty.

A report that shows active packages with a 0 qty. You can find this report in Analytics/Reports/Compliance.

New report Compliance - Negative Inventory Report.

A report to diagnose any inventory that might have negative qty. You can find this report in Analytics/Reports/Compliance.


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