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Inventory Changelog

October 30​

  • Bill to and Ship to per location. Under Settings → Printouts, each Shopify location can have its own Bill to and Ship to, name included. Every purchase order shows what will print in a new Printed addresses card. See Bill To and Ship To Addresses.

  • Added Location features to Add by Grid view.

  • Bill a partially received purchase order. Create bill is available once a PO is Partial, Received, or Committed and has at least one committed receipt. Billing is still per receipt. See Bill a Purchase Order to QuickBooks Online.

  • Bill line descriptions and attachments. Bill lines sent to QuickBooks read Product - Variant | Qty | Unit Cost. Create bill lists the PO PDF, receipt PDFs, and attached documents, and you can remove any before the bill posts.

  • The supplier import now accepts a wider range of CSV formats.

Fixes​

  • Edits to a PO line created by duplicating or by autosave no longer revert after you pause the order. Autosave now sends one save about 1.5 seconds after your last change instead of one per field.

October 21​

  • Import many purchase orders from one CSV. Import POs on the purchase order list creates draft purchase orders in bulk. Rows are grouped by PO Name, and each group becomes one draft PO with that name and supplier. Choose SKU or barcode matching and a receiving location, which also fills any blank Location cells. 5,000 row file limit.

October 19​

  • Purchase Order History by Variant report. Search a product, variant, SKU, or barcode to see every purchase order line for it, grouped by variant, with ordered, received, rejected, and remaining quantities and totals. Filter by supplier, location, or line status, choose columns, and export to CSV. Each line links to its purchase order. Find it under Reports → Inventory Reports. See Purchase Order History by Variant.

Fixes​

  • Inventory API fixes from to line items and cost totaling.

October 15​

  • New Inventory on Hand report.

  • Browse All and Add by Grid now match title, SKU, and barcode first and only fall back to product descriptions when nothing matches. Browse All has a Status filter that defaults to Active, so archived and draft products are hidden unless you include them.

  • When creating bills, Refresh accounts and Refresh vendors are buttons on the page instead of items under More actions.

  • Create bill now sits beside the PO number on the purchase order list, so it no longer needs a scroll to the right on smaller screens.

Fixes​

  • CSV line imports matching by barcode now pick up barcodes changed in Shopify after the product was first synced.

  • Supplier CSV files saved from Excel as CSV UTF-8, or containing accented characters, now import instead of failing.

October 6​

  • Purchase orders can be sent as Shopify transfers. Under Settings → Purchase orders, a new receiving mode sends each ordered purchase order to Shopify as an in-transit transfer for each location. Stores receive the transfer in Shopify POS, and Bookkeep records each receipt.

    • Note: This is an advanced workflow. Contact us for guidance if you would like to enable it.

  • Supplier CSV re-imports now update existing suppliers matched by name and report how many rows were updated.

  • The Product column on the receiving screen is sortable.

Fixes​

  • Filtering Browse All by tag is much faster.

October 1​

  • Receipts can now be saved as drafts. Draft don't change PO status or push anything to Shopify until you submit them, and can be edited, discarded, or printed in the meantime. The UI treatment when conflicts arising between drafts claiming already-received items will be improved over time.

    • Note: A PO with a draft receipt can't be reverted to draft or canceled until the receipt is submitted or discarded.

  • Settings are consolidated into one area on the main navigation

  • The entire app's navigation is simpler

  • Bulk editing PO line items now supports several helpful selection options, including By currently applied filter

  • Stocky Purchase Orders now show a Total cost per PO, in both the list and the CSV export.

  • Onboarding fix: installing the app on a store that a Bookkeep entity has already requested to connect now asks you to confirm that entity, and names who requested it, instead of creating a duplicate.

Fixes​

  • Product and variant name changes in Shopify now carry through to Inventory POs.

  • Add by Grid now orders options the way they're set in Shopify, instead of alphabetically (resolves order for XS ->S -> M -> L -> XL)

  • Vendors and customers synced from QuickBooks are no longer duplicated when refreshes overlap, so each vendor appears once when creating bills.

September 18​

  • When creating bills from receipts, set you can set the default goods category and landed cost category and apply it to all line items sent to Quickbooks.

Fixes​

  • Browse All gives product names more room, they weren't fully legible before.

  • Fix to Shopify-wide issue where vendors with a comma in the name such as Stone Enterprises, LLC did not work properly.

  • More fixes to Revert to Draft logic, preventing POs from correctly moving to Committed state.

September 11​

  • Inventory API access is now available for core organization, connection, supplier, purchase-order, receipt, and bill data.

  • Receiving is easier to review, with landed costs at the top, a fixed header, and saved cost summaries.

  • Receiving progress is preserved when you leave and return to a receipt.

Fixes​

  • When pushing bills to Quickbooks, only active vendors list by default, with an option to show inactive vendors.

  • Fixed an issue where existing Bookkeep users installing the Inventory app were intermittently stuck on a dead-end screen.

September 1​

  • Purchase-order lists now show cost and retail totals, hide canceled orders by default, and display Stocky PO numbers.

  • Purchase-order CSV imports now support locations and up to 1,000 rows.

  • Added shipment-level reference IDs to Receipts

  • Send Feedback is now available in Bookkeep app in the bottom left corner, making it easier to share feedback and support details

Fixes​

  • Correctly order size runs in ascending order in Add by Grid

  • Fixed Browse All getting stuck when adding products with many variants to POs

  • Duplicated Stocky purchase orders retain order and shipment dates (historical POs were backfilled)

  • Fixed issue where fully-received POs weren't transition to Received state properly (the pertained to POs where a receipt had been voided then re-received)

  • Imported barcodes retain their text formatting.

  • Reverting an order to draft is now more reliable.

    • Note: If an order has a syncing issue or failure, we now prevent reverting to draft. Resolving the sync issue before using this feature. Reach out to our Support team for help as needed.

August 17​

  • Create bills from committed purchase-order receipts, including multiple receipts and attached documents

  • Ordered and partially-received POs can now be reverted to draft.

  • Vendor search results are clickable across the full row

  • Landed cost allocations are now shown in Receipt totals

Fixes​

  • Receiving inventory at $0 updates weighted average cost correctly

August 10​

  • Purchase orders can be sent to suppliers by email directly from Inventory.
  • Printed receipts now include supplier notes.
  • Receipt details are more useful, with order and received counts, line notes, and automatic refresh after updates.

August 3​

  • Additional Fees section added to receipts, so users can append non-allocated fee or discount line items after the fact.

  • Users who choose Last Cost allocation method can now manually allocate fees or costs to Purchae Order line items while receiving.

  • Receiving now lets you update a product barcode without leaving the receive flow.

  • Supplier lists can now be exported to CSV from both the suppliers page and purchase order workflows.

  • Receiving is easier to work through: supplier notes now show when present, the Create Receipt button is easier to find, and warnings are shown higher on the page.

  • Receiving now supports additional fees like shipping, so you can apply non-allocated fees after-the-fact of Orders. These entries roll into the receipt totals, persist with the record, and sync to QuickBooks as both totals and line items.

  • Keyboard shortcuts added in a help menu

    • ⌘ + / on Mac

    • Ctrl + / on Windows

July 27​

  • Added a supplier order reference field for tracking vendor-side order numbers.

  • Receipts now show richer summary data, including totals and line-item rollups in receipts table.

  • Committed receipts now support cost corrections.

  • Inventory reporting is more detailed, with supplier costs and ledger history shown on the Shopify product screen.

  • Product search now supports supplier filtering.

  • Inventory initial setup now contains settings to customize PDF printouts

  • Inventory settings now include a page for creating API keys.

July 20​

New and Improved​

  • Receive unplanned items. Add items directly to your PO while receiving

  • Rejection handling. Receiving now supports rejected quantities and input for a rejection reason per each line

  • Duplication of PO lines is now supported

  • Admin and User/Employee permissions. Set up users so their access is restricted to Inventory only

  • Printout improvements. Added Cancel by date, Ship date, and variant SKUs to PDF printouts

  • Import suppliers from CSV

  • Faster deletion. Use the checkbox to rapidly select and delete items you don't want on your draft PO

  • Inventory Item Report is more user-friendly now. Receipts are easier to trace and item movements are broken out in a new section.

Fixed

  • Canceled purchase orders can now be archived

  • Inventory screens now use a more consistent full-width layout

  • Line item clarity. Receiving now shows both product and variant titles on line items

  • Purchase order search is more robust and performance is improved

  • Receipts now show the location inventory was received into

  • Fixed a stale-state issue that could block printing after updates to committed purchase orders or invoices

  • Fixed stale address data affecting printed purchase orders

  • Fixed wording inconsistencies such as “Ship by date” / “Ship date” and improved supplier update confirmation text

  • Fixed purchase order product search errors for names containing hyphens

  • After voiding a receipt, the UI now allows receiving again

  • Fixed CSV product import errors tied to variant properties

July 8​

New and Improved​

  • Supplier management. Create and update suppliers directly in Bookkeep

  • Barcode receiving. Receive inventory by scanning barcodes

  • Label printing support. Print barcode labels as part of your receiving workflow using your Shopify App Store app of choice (we recommend CTS Multi Barcode Labels)

  • PO export and receipt printing. Download purchase orders as PDF or CSV, and print receipts directly from Bookkeep

  • Add Variants from Grid View. Quickly create POs for assortments with size and color runs

  • Purchase order workflows. Search, sorting, keyboard entry, and line-item management are smoother and faster.

  • Item views. More data selectable as columns; better column layouts and re-sizing

  • Receiving controls. You can now receive over the ordered quantity and bypass a warning notification

  • Better supplier and pricing workflows. Payment terms, supplier pricing, unit cost, now behave more cleanly across purchase orders and receipts

  • More polished embedded app access. Permissions and embedded inventory access are more production-ready

Fixed​

  • Fixed incorrect inventory availability shown in some views

  • Fixed purchase order loading and pagination issues

  • Fixed cases where product browsing could get stuck while adding items to draft purchase orders

  • Fixed product search and selection issues tied to location behavior

  • Fixed barcode receiving issues when matching existing items and updating quantities

  • Fixed document attachment issues so uploaded files can be viewed and downloaded correctly

  • Fixed a range of supplier and purchase order UI issues for a more reliable daily workflow

June 29​

New​

  • Expanded supplier and product metadata (pack size, unit fields)

  • Grid/matrix entry for variant products (color/size)

Workflow Improvements:​

  • Sticky header keeps supplier, location, and totals visible while editing

  • Faster item search with vendor-based bulk add

  • Autosave across all line item changes

  • Drag-to-reorder line items

  • Bulk edit filtered items: update costs or apply percentage discounts with preview

  • Improved CSV import/export for PO lines

  • Improvements to Print and Receive flows