This update comes with some huge changes that make Sumtracker much more simpler and intuitive to work with.

Changes in Purchase prices and Product list

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1. Purchase prices are now referred to as Product-Supplier relation. They are accessible from Product list, Product details and Supplier details pages. The common purchase price list has been removed
2. Primary suppliers are displayed in the product list. You can import the primary suppliers and its related details from the product list directly
3. For each supplier, you can save 1 set of Supplier SKU, Cost per unit, Shipping price per unit, Pack size, UOM, MOQ and Lead time. You cannot add multiple cost prices, pack size or MOQ for the same supplier.
4. Pack description has been renamed to UOM
5. Cost per item in Product is renamed to “Average Cost Price”. This is the weighted average landed cost of the product.

Close at quantity

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Close at quantity is moved to inventory page.

How it works for bundles?

Close at quantity needs to be set for components. It does not need to be set for bundles. The bundles will be marked as sold out based on the close at quantity of component products.

How it works for Non-Shopify channels?

Close at quantity is applied for each warehouse separately and then aggregated for the warehouses connected to each store. The aggregated values are updated to your store.

Pack sizes

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We are changing the way Pack sizes have to be entered in PO. If Pack size is greater than 1, you have to enter the quantity in multiples of pack size in the PO. For example, if a pack size is saved as 12, then quantity in PO must be added as 12, 24 or 36 and so on. You can also change the Pack size to 1 for any product in the PO itself.

Lead time

Lead time is moved from Products to Product-Supplier relation. You can now set a supplier specific lead time for each product.

Stock levels

• Bundle stock levels have been removed from the inventory page and are now only on the bundles list page
• Email button on the inventory page will provide only the non bundle inventory
• Email button is added to Bundle list for getting bundle stock report

Public API

• New public API to be released and old API will be removed by June end

If you have your Shopify store connected to Sumtracker, you have to update the Sumtracker app permissions for each of your connected stores.

Steps to update the app permissions

Step 1: You will see an "Update Store" button that appears in the Store list section on your Dashboard

Step 2: Click on the button and you will be taken to a new page where you can approve the new Data Access permissions

Please note: Once you approve, the button will not longer appear for your store in the store list. If you've already updated the permissions, you will not see this button anymore.

Video tutorial to update app permissions

Why is this needed?

Shopify API requires us to get additional permissions to have access all your order data. This is required for a smooth functioning of orders and inventory sync for your Shopify stores.

Please note: We do not access or store your customer data in Sumtracker or on our servers. These permissions are required to access the orders data on Shopify.

Hi all,

We would like to make an announcement that we are rebranding Sumtracker's logo and brand colors. We have also launched an updated version of our website. Its a long due update that we wanted to make.

We are making this change to give our brand a new and fresh look. We wanted to have a simple logo that represents our brand identity. Our previous logo was well appreciated by our audience. However, there was lack of association with our company name or inventory management. So we decided to go for a simple yet unique logo.

Thanks,

Sumtracker team

The updates in this version are related to Product List, Bundles list, and Inventory (formerly Stock by Location) pages. We are also introducing a new report called Consolidated Inventory report.

Inventory figures removed from Product List page

Inventory will no longer be displayed on the Product List page

Check inventory on the following pages:

• Inventory Page (previously Stock by Location): For checking inventory at each warehouse separately
• Consolidated Inventory Report: For checking consolidated inventory across all warehouses

Reason for change:

• Product List has a new cleaner look displaying only product details
• Consolidated inventory provides a more accurate view across all warehouses

Introducing Consolidated Inventory Report

This is a new report for checking consolidated inventory across all warehouses. There are 2 ways to access this report.

From Product List page

Product List > Consolidated Inventory Report

From Reports page

Access it from Reports > Stock section > Consolidated Inventory for all Warehouses

Please note: This report does not have bundles inventory. Refer to bundles list to access inventory report for bundles.

Redesigned Product List

We’ve redesigned the product list with following changes

• Inventory figures are removed and moved to consolidated inventory report
• Pagination options moved to the bottom of the table
• Primary filters are now outside the Filters popup for easier access
• New Bulk options allow you to Archive, Unarchive or Delete any number of products at once
• Columns can be resized and pinned to the left or right
• Lead time and notes can now be edited directly in the table
• The Print List and Archived products list options have been removed

Please note: Archived products can be accessed directly from the product list by applying the archived products Filter on top of the table.

Stock by Location renamed to Inventory

• The Stock by Location page is now called Inventory.
• Reason for Change: To avoid confusion and provide a direct view of inventory on this page since inventory data has been removed from the Product List.
• You can now directly click on the Incoming field of a product to open the Purchase Logs Report, providing detailed information about the status of incoming stock.

Redesigned Bundles List

Redesigned with the following features

• Added bulk selector for bundles. You can delete any number of bundles in bulk
• Columns can be resized and pinned
• New Pagination options introduced at the bottom of the list

Purchase Orders

• Ship by time will now be printed on Purchase Orders.

That brings us to the end of our update. We hope you like the changes we’ve made. Please reach out to us to share any feedback or questions.

The updates in this version are related to Purchase orders and Stock transfers.

Here’s what’s updated:

• When new products are added in the PO or Stock transfers, the default quantity is now “blank”. You can easily identify the products whose quantity has not been updated yet.
• You cannot mark a PO or Stock Transfer as Incoming without adding all the quantities.
• We’ve added a new filter for checking product with “Blank” quantity. Check this video to locate the filter.

We’re excited to share the latest updates in Sumtracker!

What’s New in Sumtracker?

Bundles inventory now only on the bundles page

Update: The changes to Bundles inventory management, originally scheduled for this release, have been postponed and will be available in a future release.

Bundles will no longer appear on the Stock by Locations page. Instead, you can now view the bundle inventory directly in the Bundles page.

This change was made after a high volume of user feedback. Since bundle inventory is automatically calculated based on its components and is not directly editable, showing it on the Stock by Locations page added unnecessary clutter. We’ve moved bundles to a dedicated space to ensure the Stock by Location page focuses solely on the physical inventory you hold.

Improvements in PDF generation for POs and stock transfers

We’ve improved the PDF generation process for POs and Stock Transfers to boost performance and usability:

• Optimised Image Compression: PDFs now generate faster, ensuring a smoother workflow.
• Images display: When product images are enabled for printing, images will appear only for the first 100 line items. All line items will still be included in the PDF, but images will not be displayed for items beyond 100.

These enhancements ensure faster performance when handling large documents while maintaining essential details.

We hope these updates make your experience even better! As always, we value your feedback, so don’t hesitate to share your thoughts with us.

We’re excited to share the latest updates in Sumtracker, packed with improvements based on your feedback!

Introducing New Stock Transfers

We’ve made significant improvements to the stock transfer process:

• Stock transfers now have a two-stage workflow similar to Purchase Orders.
• You will now have greater visibility into each stage of the transfer, such as if the products have left the source warehouse, are in transit, and if they have been received.
• You can now receive stock transfers in staggered shipments and create Goods Received Notes (GRN) for each part of the shipment. This makes tracking the details of when and which products were received, for better oversight, much easier.
• The bulk upload option has moved. Previously located on the stock transfer list, you’ll now find it inside the stock transfer form itself for convenience.

For full details on how to use the new stock transfer features, refer to this help article.

Old Stock Transfers

To maintain clear records, we’ve moved previous stock transfers to a separate list. You can access them by navigating to More Options > Old Stock Transfers. This helps distinguish between current and historical stock transfers with ease.

Stock Adjustments

• Stock adjustment now uses a one-tab view, simplifying the workflow and navigation.
• When products are added to the adjustment form, their default quantity is blank instead of 0, allowing for more accurate data entry.
• The PDF/print generated for stock adjustments and stock transfers now boasts a new professional design for a cleaner look.

Revamped Bundles List

• You can view component details directly from the bundle list without needing to go into each bundle individually.

• Adjustable column widths in the list provide flexibility to customize your viewing preferences.

We hope these updates enhance your experience with Sumtracker and make your inventory management more efficient. Keep your feedback coming—we love to hear from you!

Hi there,

We’ve listened to your feedback and are excited to announce our latest version of Purchase Order which includes improvements to the Purchase Order.

What was improved in Purchase Orders?

• Single tab view: We’ve removed the two-tab system in Purchase Orders and Goods Received Notes. Now, everything you need is in one clean, single-view interface. Order details like billing and shipping address, tracking info, and PO number can be accessed through a simple pop-up, allowing you to focus on what matters without interruption.

• Shipping Fees and Duties & Charges are located in the bottom bar, giving you quick access for seamless management.

• You can now filter your Purchase Orders to view only products that are still due to arrive. No more manual checks—find what you need at a glance.

• PO to be sent as email attachments: The Purchase orders will now be sent as an attachment when you email it to your supplier.
• New PDF Prints: We have implemented new PO PDF prints, which are cleaner and better.

We hope these updates make managing your purchase orders even smoother. As always, we’d love to hear your feedback!

Hi there,

We love hearing your feedback and fixing what is most important to you. Here’s what’s updated in the latest version of Sumtracker!

Logic to update inventory for Non-Stocked Locations in Shopify:

The logic for updating inventory in non-stocked locations has been improved. Previously, if a location was not enabled on Shopify for a product, updating inventory in Sumtracker would enable that location and update the inventory on Shopify.

With the new update, if a location is not enabled in Shopify for a product, inventory updates in Sumtracker will no longer enable the location or update it on Shopify. Learn more.

Enhancements to Purchase Orders (PO):

• Products will now be added to POs in the order you select them.

• We’ve introduced the option to sort the product in the order in which you added them. So you can sort them to see the most recently added products on top, or visa versa.
• The default quantity for products added to a PO will now be set to 0, allowing you to edit as needed.
• In the exported PO file, the 'pwot' column has been renamed to 'price' for clarity.

We hope these updates improves your experience with Sumtracker. Keep the feedbacks coming!

Hi there,

We would like to share whats updated in the latest version of Sumtracker.

The Days of inventory remaining report has been fixed now. It was not working for certain customers having large number of products or multiple warehouses. It has been fixed now.

Updates for Purchase orders (PO):

• You can now add upto 10 other people in cc when emailing PO to suppliers. You can save the people to cc in the supplier details. It will be automatically picked up when emailing the PO.
• PO totals, PO number and supplier can be checked on the Products tab of the PO in the bottom bar
• You can check the totals for receive notes in the receive notes table.
• When you save the PDF print file, its name will be the PO number
• We've added the index number for each line.