Goal

This article summarizes recent releases and highlights important changes. Use it to understand what is new, what changed, and where to find features in the system. For detailed items in your workspace, open lists like orders, quotations, products, companies, contacts, invoices, transports, messages, files, planning cards, time reports, and article reports. For more news and articles, visit the help center: http://support.omikai.com.

Procedure

Step 1: What’s new in 2025-08-24

• Documents and communication
  • Email signatures can be used on purchase orders.
  • Outgoing messages view is rebuilt for faster loading and clearer columns (Datatype, Object, Sales manager, Customer with links). All files are accessible.
• Workflow statuses
  • Products: External production, Proofing in progress.
    

                   

1. Orders: Proofing in progress.
   

• Webhooks and public API
  • New webhook topic CreateOrder. Triggers on order creation in the UI, API, and when converting a quotation or order.
  • New Public API endpoints: PaymentTerms and DeliveryTerms (add and delete).
  • Payment terms support “days from today” or “days from end of month” for accurate expiration dates.
  • Transport endpoints extended: you can add a transport on an order via the API.
• Articles, stock, and Excel
  • Excel for articles is reworked: export and import share the same template. Remove a column to avoid updating that field. Imports show precise errors with line numbers.
  • You can add a new article need without specifying an article (unit defaults to pieces).
  • Purchase unit in the article list now shows badges for easy filtering and searching and updates automatically after changes in UI, API, or Excel.
    

                   

Tip for Excel import: Export first to get the latest structure. Edit only the columns you want to change, remove the rest, then import.

• Pricing and VAT
  • Markup behavior on a product is updated. If you set a gross price (via price list or manual input), the system calculates markup and sets it to read-only.
  • VAT accounts now support custom VAT rates (not limited to a fixed dropdown).
    

                    

Custom VAT rates outside the former standard set are handled correctly in custom reports only. Core reports do not support them.

• Files and views
  • The Files tab now supports search, filter, and saving views like other tabs.
• Planning and performance
  • Planning card list performance is improved.
• Translations and UX
  • Separate translation keys for “Transport sent” and “Order confirmation sent” on orders.
  • Tags are shown in alphabetical order.
  • Option for custom product format in dropdown is translated correctly.
  • Campaign support: set a favorite campaign address on the company card and export a campaign list from contacts (includes selected contacts).
    

                       

• Fixes (selection)
  • Reservations are not affected by negative article consumption reports.
  • Global tag migrates correctly when converting between quotations and orders.
  • Overwriting a selected work object when adding an order via the API is fixed.
  • Tiered pricing works for product templates with product groups.
  • Available quantity and stock requirements calculate correctly when stock balance is zero.
    

Step 2: What’s new in 2025-07-27

• Article Needs and Reports
  • New columns in the Article Needs list: Article tag, Available quantity, Planned delivery.
  • Article Reports: aggregates added (Intake, Production, Delivered, Price, Cost) and export to Excel/PDF.
• Planning and operations
  • New “Ignore planning” switch on an operation. If set to Yes, the operation is not planned.
    

                        

1. Price per square meter now shown in summaries for quotation, order, and product.
   
2. Cost column aggregation added to the time report listt
   
3. Transport type (Internal/External) handled more clearly: internal transports do not generate invoice rows and are not included in total price; type is included in all report API endpoints.
   
4. Custom sheet format re-calculates when material changes on a product; use the lock icon to keep the current format.
   

• Post-calculation and Project Card
  • Post-calculation endpoint now provides complete data.
  • Project card enhanced with tabs for Quotations and Orders; description supports rich text.
• New reports
  • Material for order: shows articles linked to a product (helps label printing when material is sorted for production).
    

                        

1. Material in stock: displays article information (used for warehouse labels).
   

                        

• Product improvements and other changes
  • Enable/Disable icon in Product section controls visibility in custom reports.
  • Adjusted positions for Warning and Clone icons.
  • Grouping updates correctly when switching favorite views.
  • GetOrder public API no longer returns deleted orders.
  • Incorrect tooltips in the product tab fixed; standardized article display; tags included in Excel exports.
    

                              

1. Help icons appear next to all form fields with translated explanations; units (mm, m², kg, etc.) added to form fields.
   

                              

Step 3: What’s new in 2025-06-29

• Profile fields and priority for new quotes/orders
  • New fields: Payment terms, Terms of delivery, Report settings.
  • Priority when creating a new quotation or order: Company card → Profile on the quote/order → Account.
• Planning and reporting
  • New columns in the planning card list: Sales manager, Project manager, Calculator.
  • KeyFigures added to Report API (e.g., CO₂, product weight) for Quotation, Order confirmation, Invoice.
  • New Grain Direction field on article list/card (long/short grain).
  • Time report and article report tabs added on the order card.
    

                        

1. User and date columns added on article reports; cost update issue for edited time reports is fixed.
   
2. All operations added on top level in Report API for Quotation, Order confirmation, and Invoice.
   
3. Shop floor data collection supports negative consumption (return material to stock).
   
4. SKU added to product template register.
   
5. Time and article reports are now related to the operation (not the planning card). You will see reports across split planning cards.
   
6. Product name column added in the shop floor data collection wizard (useful for batch reporting).
   
7. Transport date mapping in Report API delivery note fixed (planned delivery/arrival now correct with proper fallback).
   
8. Folding performance can depend on folding method.
   
9. Default email subject is translated to the current language.
   
10. Tablet row-selection issue in lists is fixed.
    
11. Article Needs list performance improved.
    
12. It is possible to pause a planning card from the planning card tab on an order.
    

                        

1. Post-calculation actions/report settings updated on order card to enable roll-out of custom post calculations.
   
2. Stock balance column added in shop floor data collection.
   

                        

1. Font updated for non-Latin alphabets.
   
2. Transports related to quotations are not shown in the transport list.
   
3. New endpoint for updating planning cards (for external integrations).
   

• Printing plates handling (announced earlier) is now implemented for offset presses via plate articles and will support stock management and accurate costing.

Step 4: What’s new in 2025-06-09

After a major release, clear your browser cache so updates display and work correctly: on Windows press Shift + F5; on macOS press Command + Shift + R; or clear cache in your browser settings.

• Relationships between quotations, orders, and invoices
  • Conversions are now visible on the quotation, order, and invoice cards.
    

• Report API and BI API extensions
  • Tags are shown on all levels for Quotation, Order confirmation, Invoice, Delivery note, Work order.
  • Custom article name added for Quotation, Order confirmation, Invoice.
  • BI API: Profile added for Quotation, Order, Invoice, Time report, Article report; supplier of the actual article added in Article report and BI API.
• Operation and planning improvements
  • Die-cutting machines: performance can depend on operation quantity.
  • First planning card status issue on parent/child products fixed.
  • New Public API endpoint to add and update products.
  • UI update: product list and operation list are always visible (see Products, Operations, and Article needs at the same time). Reload the page to see the new UI.
    

1. Planning engine ignores planning cards with status Done, allowing other cards to be placed at the same time.
   

• Forecasts (new concept)
  • Sales forecasts: define name, period, and detailed rows by date (e.g., week/month), with Sales manager, Company, Product template, and target Amount.
  • Production forecasts: define name, period, and detailed rows by date with Work object and targets for Speed, Availability, Performance, and Quality.
    

                        

1. These are available in the BI API for dashboards.
   

• Key figures and lists
  • New KPIs in summaries for quotation, order, and product: Product weight, Product thickness.
    

                        

1. Article reports are available as a list in the main menu (overview of consumption across all planning cards).
   

                        

1. New endpoints for Cut-Down formats (account-specific lists).
   

                        

1. New Public API endpoints to update invoice status (important for financial integrations).
   
2. Profitability KPIs fixed in summaries (Cost, System price, Price, CM1, CM2, CR1, CR2).
   
3. Additional scheduler filters by supplier (useful for subcontracting).
   
4. Tags can be used on invoices.
   
5. Multiple default email receivers on a customer card (separate emails with a semicolon ;).
   

                        

1. Unified files overview across a quotation/order and their products/child products.
   

                        

                        

• Performance and UX
  • Improved search handling in lists (waits until you stop typing).
  • Performance gains: Article Need (~50%), Quotation and Order (~75%), Planning card (~33%), Planning scheduler (~50%).
  • Ink handling: varnish type inks do not create printing plates and are excluded from intake count.

Step 5: What’s new in 2025-05-15

• If no custom margins are set in the extension, defaults now come from account settings.
• Scheduling: planning cannot be placed in the past; if an older date is selected, planning starts from current time.
• Work object on an operation updates correctly when changed on the product header.
• Navigation from Article Needs to an order works correctly.
• Purchase order number and status are shown in Article Needs list.
• Manually added article needs now display correctly.
• Actual article cost after production: if a different article is reported, cost comes from the new article; if the same article is reported, cost comes from pre-calculation (not the article master). Price changes after calculation do not affect that cost.

Step 6: What’s new in 2025-04-22

• Imposition and folding
  • You can specify the number of ups per edition on a specific imposition sheet in the folding block window. If the layout cannot be plotted exactly, plotting goes as far as possible while calculations follow your settings.
• Currency behavior
  • Changing currency, conversion rate, and decimals in Settings affects the whole system (lists, reports, transports) with correct decimals.
• User fields and reporting data
  • New user fields: Phone and Title (also available in the Report API for custom reports).
  • Article reports include Order number, Work object, and planned production date.
  • Report API adds: Salutation on Contact; Sales Manager and Project Manager on Quotation, Order Confirmation, and Invoice; Finished goods article on Product (Order Confirmation); Planned/Actual Delivery and Arrival on delivery node.
  • Rich text editors clean pasted formatting; an HTML edit button is available for advanced users.
  • New integration point in Report API for Post Calculation (custom post calculations).
  • Order amount and discount in percentage on Order Confirmations fixed.

Step 7: Looking ahead

• Resource-centric product workflow
  • Articles become resources with flexible resource classes. Resources can be produced or purchased and represent raw materials, tools, semi-finished, or finished goods.
    

                        

• Custom attributes
  • Define your own attributes on a resource or resource class to match your terminology and business logic.
• Sales Orders
  • A streamlined way to register orders for pre-calculated products, speeding up standardized sales.
• CAD/Layout integration
  • Connect to common CAD/layout tools to generate optimal layouts automatically based on product shape.
    

                      

• Production Flow
  • A visual calculation engine that shows all work steps and their connections as a production workflow.