Help Center release notes

This page provides a summary of new and updated Help Center content. Help Center release notes are available from July 2026 forward.

September 17, 2026

New content

Updated content

Changed the name of the Release notes page to SOS Inventory release notes to distinguish between the SOS application's notes and the Help Center's. The URL for this page is unchanged.

New content

Updated content

V9 – Working with item variants – Added a section that mentions users can convert lot- and serial-tracked status of existing master and variant items, with a hyperlink to the new V9 – Converting the lot- and serial-tracked status of existing master and variant items.
V9 – Common icons in SOS Inventory – Changed Clipboard section name to Copy and clipboard icons. Revised the section to include content about the new copy icon added to the Description column on the Items list and the Comments column on transactions.
V9 – Methods for adding items to the Reorder list – Added a link to the new V9 – Where to buy report.

New content

Updated content

V9 – Adding and editing estimates – Updated to reflect the addition of Location field to estimates.
V9 – Adding and editing invoices – Updated to reflect addition of Location field to invoices.

New content

V9 – Syncing between SOS Inventory and QuickBooks Online – Includes sections on the data synced from QuickBooks to SOS during an initial sync and during bi-directional sync. Also includes a link to another Help Center page that covers a one-way sync.
V9 – Using QuickBooks reference numbers for SOS-created invoices – Explains how to set up automated QuickBooks numbering for SOS-created invoices.
V9 – Inventory turnover report
V9 – Item analysis report

Updated content

V9 – Setup checklist for new SOS Inventory accounts – Under the Create your SOS Inventory account section, added a link to the new V9 - Syncing between SOS Inventory and QuickBooks Online page.
V9 – Refunding Payments Dashboard transactions from the SOS Pay list and V8 – Refunding Payments Dashboard (MerchantTrack) transactions from the SOS Pay list – Revised to improve clarity of the refund process.
V9 – QuickBooks Online integration and connection overview – Revised section on First sync to include a link to the new V9 - Syncing between SOS Inventory and QuickBooks Online page.
V9 – Sales transaction setting descriptions – Updated the Use QuickBooks invoice numbers setting under the Invoices section to add a link to the new V9 – Using QuickBooks reference numbers for SOS-created invoices mentioned above.
V9 – New features and enhancements – Updated the Transactions and lists section to include the Sync Indicators and the Stock Quick Look-up feature on the Items and Lots lists.
V9 – Adding and editing customer returns – Revised explanations of how restock value is handled by SOS on returns.

New content

Updated content

Relative/Absolute toggle on reports – All published V9 reports that have either As of date or From date/To date filters have been updated to reflect the addition of this new toggle, with an explanation of its use.
Name change for SOS Pay payment portal from Pulse to Payments Dashboard – All previously published pages referencing Pulse have been changed to Payments Dashboard. Over 30 pages were updated, but these pages involve a URL change:

New content

V9 – How can I use SOS to submit a Request for Quote (RFQ) to a vendor? – A new FAQ that explains how to create and email an RFQ using a purchase order transaction and the Template Library’s Request for Quote (PO Template) form template. It also walks through how to create a purchase order from the RFQ once an agreement has been reached with the vendor.
V9 – Adding and editing return merchandise authorizations (RMAs) – Expanded to provide step-by-step instructions on creating an RMA.
V9 – Backorder report
V9 – Vendor efficiency report
V9 – Purchase variances report
V9 – Ready to invoice report
V9 – Ready to pick/ship report

Updated content

V9 – Purchasing transaction interaction – Under the item receipts bullet, corrected descriptions of how the accounting for bills and credit card payments are handled.
V8 – ShipStation setup and use and V9 – ShipStation setup and use – corrected descriptions for Send for SKU and Send for description fields to match the corrected language of Development’s tooltip for these fields. The descriptions were corrected to say ShipStation instead of Shopify.
V9 – Return merchandise authorizations (RMAs) and the RMAs list – revised due to the addition of the new V9 – Adding and editing return merchandise authorizations (RMAs) article.
V9 – Sales transaction field descriptions – Updated the following descriptions:
- Credit amount and Unit price fields – Added statement that for orders using multicurrency, the values displayed will be in the customer’s currency.
- Restock value field – Added a statement that the values displayed will always be in the home currency.
- Due date field – Revised to include the different ways that this field can be used.

New content

Updated content

V9 – Profit/loss for items – Updated the Notes section of this report article to explain how SOS handles profit/loss data for kits (item groups) and their components.
V9 – Import data – Added links to bulleted list under Kinds of importable data and revised Steps for importing data.
V9 – Bulk editing items – Updated the steps pertaining to the import of items to reflect the Location field option change to Total across all that has been implemented by Development.

New content

Updated content

V9 – Adjustments and the Adjustments list – Content updated due to the new V9 – Adding and editing adjustments page.
V9 – List functions – Added a new section on Sync indicators. Because this feature has been integrated into SOS Inventory, the Sync indicators extension section has been deleted from the V9 – Chrome Web Store extensions page.

New content

V9 – Adding and editing returns to vendors (RTVs) – Gives a more detailed explanation of adding/editing RTV transactions. This includes an explanation of the Create vendor credit/Return funds to slider feature.
V9 – Adding and editing purchase orders – Gives a more detailed explanation of adding/editing purchase orders.
V9 – Adding and editing estimates – Gives a more detailed explanation of adding/editing estimates.
V9 – Inventory stock status report
V9 – Profit/loss by item report
V9 – Item movement report

Updated

V9 – Returns to vendors (RTVs) and the Returns to vendors list – Modified this page due to the addition of the new V9 – Adding and editing returns to vendors (RTVs) page.
V9 – Return to vendor (RTV) field descriptions – Updated descriptions for Create vendor credit, Return funds to, and Account to reflect the changes to the RTV transaction page.
V9 – Purchase orders and the Purchase orders list – Modified this page due to the addition of the new V9 – Adding and editing purchase orders page.
V9 – Estimates and the Estimates list – Modified this page due to the addition of the new V9 – Adding and editing estimates page.