Release notes

This page tracks customer-facing updates to SOS Inventory. Release notes are available from April 2026 forward. For questions about any release, contact our Support team.

July 22, 2026

Fixed

Fixed an issue where the item import screen didn't default to the correct object type, and where the "Total across all locations" tooltip could show the wrong location details.
Fixed an issue where Sales Orders, Estimates, Sales Receipts, and Invoices could fail to save due to a cost calculation error.

July 20, 2026

New

Added support for the Georgian Lari (GEL) currency.
Added a "Total across all" location option when importing items, with tooltips explaining how uploads behave for "All" versus a specific location.

Improved

The <<AmountNumber>> field code now works on item receipts, returns to vendors, estimates, sales orders, invoices, and sales receipts, not just purchase orders.

Fixed

Fixed an issue where an adjustment created by adding a new serial couldn't be saved again, as long as you weren't increasing the quantity.
Fixed an issue where adjustments created by adding a new serial didn't advance the next reference number shown under Configuration → Inventory → Transactions.
Fixed an issue in V9 where turning lot or serial tracking on or off for a master item didn't carry over to its existing variants, and where the item window didn't close after saving a variant tracking change.
Fixed an issue in V9 where saving a rental return from a bin-tracked location produced an error.
Plus additional bug fixes and stability improvements.

July 10, 2026

Fixed

Fixed an issue where Shopify inventory updates could occasionally fail if two changes happened at the same time.
Fixed an issue where some Shopify orders didn't import automatically due to inconsistent formatting of the store name.
Fixed an issue where customers created automatically through payment transactions (e.g. via Zapier or API) were missing billing and shipping information; these customers now sync properly to QuickBooks.
Fixed an issue where certain imported lot adjustments couldn't be edited and saved again.
Fixed an issue where saving a sales transaction with a very large quantity, price, or amount showed a generic error instead of a clear message.
Fixed an issue where return restock values could be affected by the customer's exchange rate; restock amounts are now stored consistently.

Plus additional bug fixes and stability improvements.

July 2, 2026

New

Added a built-in sync status indicator (colored dot with tooltip) to list views for accounts and transactions that sync with QuickBooks Online.

Improved

Added a bin-tracking filter option to the location API endpoint.
Added a clear ("X") button to date pickers so you can reset a date without the field resizing.
Simplified the Returns to Vendor screen: choosing between a vendor credit and a deposit is now a single toggle instead of two separate controls.
Renamed the "Due Date" column on the sales order list to "Earliest Due Date" for clarity.
The "Update Inputs" button on build transactions now highlights when the output quantity changes, so you know when inputs need refreshing.

Fixed

Fixed an issue where the Journal Entries list would sometimes fail to load in certain accounts.
Fixed an issue where non-inventory items used as outputs in a production process posted costs to the wrong account.
Fixed an issue where adding an order to a work order pulled the item's default description instead of the one from the linked sales order.
Fixed an issue where emailing the Inventory Value report with Location set to "All" would fail.
Fixed the position and calculation of the Starting Inventory section on item records; its value now auto-calculates from quantity and purchase cost (still editable).
Fixed an issue where the "PO approval needed" notice didn't display correctly in Firefox.
Fixed an issue where the Build page showed a leave-page warning even when nothing had been entered.
Fixed the Bill of Materials footer totals so they display in bold, matching the rest of the line items.
Fixed an issue where unchecked checkbox custom fields showed a blank cell instead of "No."
Fixed an issue where the Customer/Vendor field didn't automatically get focus when starting a new transaction.

Plus additional bug fixes and stability improvements.

June 25, 2026

New

Transfer Form Templates now support a weight unit field code for use on customs documentation and Bills of Lading.
A balance field code is now available that returns the balance amount as a plain number without a currency symbol, useful for custom formatting in templates.
New ship-to field codes are available for sales transactions, shipments, pick tickets, and purchase orders, allowing granular ship-to address, phone, and email data on printed forms.
Purchase orders now support a tax-inclusive amount field code in form templates.
The tax rate line-level field code is now available on purchase orders, item receipts, estimates, sales orders, invoices, and sales receipts for both US and international accounts.
Items and lot list views now include a popup showing stock on hand broken down by location.

Removed

SMS/text notifications have been removed — T-Mobile, Sprint, Verizon, and AT&T have shut down their email-to-text gateways, making this feature no longer functional. We will be looking for a replacement in the future.

Fixed

Fixed an issue where editing a sales transaction could unintentionally update the customer's saved address.
Fixed an issue where clearing the due date on a sales order or sales receipt would not save correctly.
Fixed an issue where the purchase order export returned transactions dated one day later than the date range selected.
Fixed an issue where lot-tracked items could cause an error when viewing item-on-transaction data.
Fixed an issue where creating a rental return from a rental populated the From and To locations in reverse.
Fixed an issue where selecting all items on the Reorder report (grouped by vendor) and adding them to the reorder list caused an error.
Fixed an issue where the UOM export omitted purchase cost for unit-of-measure conversions that had no sales price set.
Fixed an issue where archived items were not appearing in the deleted items list.
Fixed an issue where the variants selection window incorrectly included the parent item alongside its variants.
Fixed an issue where the lot expiration field code on PDF templates did not respect the company's configured date format.
Plus additional bug fixes and stability improvements.

June 12, 2026

Fixed

Fixed an issue where transaction dates in reports and exports appeared on the wrong date when your company time zone caused a shift across midnight.
Fixed an issue where deleted serial numbers disappeared from item receipts, preventing those receipts from being resaved — deleted serials now display with "(deleted)" appended.
Fixed the Terms drop-down, which was listing payment terms in reverse alphabetical order.
Fixed the Class drop-down, which was not listing classes in alphabetical order.
Fixed an issue where deleting a bin caused the Bin field on historical transactions to go blank, preventing those transactions from being resaved — deleted bins now display with "(deleted)" appended.
Fixed an issue where Shopify product matching could select the wrong item when multiple items shared the same name — matching now prioritizes SKU first.
Fixed an issue where sales orders and other transactions failed to save when blank line items were present.
Plus additional bug fixes and stability improvements.

Improved

Improved the speed of available quantity calculations for kit items, eliminating timeouts for accounts with large numbers of kits.
Improved reliability for accounts with complex bill-of-materials structures, reducing background processing errors during BOM calculations.

June 5, 2026

Fixed

Fixed an issue where "Sign in with Intuit" on the login page failed to complete, preventing QuickBooks Online login.
Fixed an issue where switching between annual and monthly billing plans showed the wrong confirmation message.
Fixed an issue where lots with zero remaining quantity were missing when reopening transfers, returns, rentals, builds, process transactions, and shipments.
Fixed an issue where sales transactions synced from QuickBooks with no line items (invoices, estimates, and sales receipts) could not be opened.
Fixed an issue where the browser tab showed "Undefined" when editing a vendor item.
Plus additional bug fixes and stability improvements.

Improved

Annual subscribers are now restricted from switching plan tiers until 30 days before renewal, preventing unintended mid-cycle changes. Subscription pricing amounts also now display with correct decimal formatting.
The "What's New" option in the Help menu now opens the release notes page on help.sosinventory.com in a new tab.

Security

A security vulnerability in an internal component was resolved to better protect the application.

June 2, 2026

Fixed

Fixed an issue where large estimates containing assemblies or kits would fail to save with a "costs are still being calculated" error.
Fixed an issue where importing items from a spreadsheet would silently set prices and costs to zero if the cells were formatted as currency — affected values are now flagged with a clear error message during import.
Fixed an issue where inventory sent back to Shopify after an order synced reflected the pre-sale quantity, creating an overselling window of up to one hour.

June 1, 2026

Fixed

Creating a pick ticket from a work order no longer fails due to the work order being misidentified as a sales order.
Users with View/Add/Edit/Delete permissions on all four transaction types can now access the Master Sales Report as expected.
When batch emailing invoices, each customer now receives the correct payment link for their invoice instead of everyone receiving the same link.
The MerchantTrack/Pulse link on the SOS Pay page is working again.
Bulk editing items to assign or change a category no longer creates duplicate items.
Importing sales orders or sales receipts with incorrectly formatted date cells now shows a clear failure message instead of silently doing nothing.
Creating a new item no longer incorrectly assigns a sales tax code on accounts that don't use QuickBooks Online's Automated Sales Tax Center.
Adding a purchase order to an item receipt now carries over the unit price from the PO instead of pulling a different cost from the vendor catalog.
The adjustments API endpoint now returns line item details in list responses, not just single-record responses.
Receiving inventory via API using a lot name now correctly assigns stock to the existing lot instead of creating a duplicate.
Connecting Shopify via OAuth now activates the integration automatically on success.
Plus additional bug fixes and stability improvements.

Improved

The customer address page now labels each address as Shipping, Billing, or Other, and clarifies that "Other" addresses are for reference only and won't appear in transaction address fields.
The MerchantTrack and SOS Pay links on the Payments pages are now more visually prominent.
On the process transaction edit screen, the multiplier and Apply Template controls are now separated for clarity.
Item receipts now support an overhead percentage setting; accounts that already had an overhead percentage configured have been opted in automatically.

May 21, 2026

New (Version 9)

When exporting, you can now select all available columns with a single click instead of checking them one by one.
Plan selection and account pages now display a clear "All prices in USD" notice.
Users with item management permissions can now also add, edit, and delete Units of Measure.
The Multiplier field on the Process Edit screen has moved next to the Apply Template field for easier access.

Fixed (Version 9)

Date range filters on the Open Purchase Order Detail, Transactions Assigned, and Inventory Summary reports now correctly reflect your company's timezone.
Importing items now blocks duplicates with the same name in the same category and shows a warning — and correctly creates separate items when the same name is used across different categories.
Editing a lot number on an item receipt no longer creates a duplicate lot entry.
Non-taxable items added on the fly no longer cause QuickBooks sync errors.
Transaction PDFs and quick views now show the original tax amount from when the transaction was saved, rather than recalculating based on your current settings.
Items with complex bills of materials now load in seconds rather than causing long waits.
Creating a shipment from a pick ticket no longer breaks the serial number display.
SOS Pay customers can now process credit cards without errors following an update to the payments portal.
Configuration pages opened via the Search bar now show the correct settings instead of appearing blank.
Item URLs in the Items list are now clickable links again.
A vulnerability that could allow a denial-of-service attack via cookie manipulation has been patched.
Plus additional bug fixes and stability improvements.

May 12, 2026

Fixed (Version 9)

Fixed an issue where date range filters on Sales, Profit/Loss, Commission, Fulfillment, and other reports used the wrong timezone, causing incorrect or missing results for users outside UTC.
Fixed an issue where adding lines to a pick ticket, shipment, or item receipt via the "Add order" drop-down did not automatically fill in the default bin.
Fixed an issue where the Default Bin field was missing when adding or editing items on accounts with a large number of bins.
Fixed an issue where expanding a kit on a bin-tracked transaction applied the kit's default bin to all components instead of each component's own bin.
Fixed an issue where bin names had to be unique across all locations; the same bin name can now be used in different locations.
Fixed an issue where saving price tiers on large accounts could cause data loss or take over a minute to load.
Fixed an issue where the price tier edit page froze on accounts with 2,000 or more items.
Fixed an issue where editing or adding transactions crashed on accounts with certain tax configurations.
Fixed an issue where adding certain items to a sales order, estimate, sales receipt, or invoice crashed the app.
Fixed an issue where the shipping tax amount shown in QuickView did not match the printed PDF.
Fixed an issue where accounts with more than 200 classes could not select a class on transaction line items, item records, report filters, or the cart edit modal.
Fixed an issue where custom reports saved with "All Locations" in the previous version showed only totals in the current version for several inventory reports.
Fixed an issue where exporting item transaction history produced a file where numeric columns were formatted as text, breaking Excel's Autosum feature.
Fixed an issue where Work Orders created from a closed Work Order template started in closed status instead of open.
Fixed an issue where invoices created from a template carried over the original due date instead of calculating a new one.
Fixed an issue where invoices created from a sales order defaulted to the previous day's date for users in UTC+ time zones (partially resolved — work ongoing).
Fixed an issue where sub-assembly components did not appear in "Items on..." transaction modals.
Fixed an issue where certain invoices could not be printed to PDF or emailed.
Fixed an issue where inventory adjustment totals displayed as zero on iOS.
Fixed an issue where batch-emailed transactions had "n/a" as the email subject line.
Fixed an issue where certain accounts could not create builds or processes due to missing lot, serial, and bin prompts.
Fixed an issue where lot expiration dates on build and process outputs shifted back one day for users in UTC+ time zones.
Fixed an issue where Sales Price and Purchase Price columns in the Items list rounded to 2 decimal places instead of showing full precision.
Fixed an issue where importing items with a percent-formatted Sales Price Percent value caused that value to be lost.
Fixed an issue where clicking the Sync column header on the Bills or Purchases list sorted by Bill Date instead.
Fixed an issue where rapidly double-clicking a payment button could result in a double charge.
Fixed an issue where using "Add to List" in the Reorder Report returned an error on single-location accounts.
Fixed an issue where the Thai Baht currency symbol displayed as a US dollar sign on form templates.
Fixed an issue where non-admin users could not access the units of measure list.
Fixed an issue where clicking a Bill or Credit Memo link from global search caused an error.
Fixed an issue where the Configuration button in the top navigation landed on a blank page.
Fixed an issue where syncing with QuickBooks Online corrupted Sales Rep and Customer PO field values on accounts with certain inactive custom fields.
Fixed an issue where saving a Shopify cart connection failed with an error.
Fixed an issue where new Shopify connections could not use the custom app connection type.
Fixed an issue where saving a Shopify connection with an expired access token showed a generic error with no guidance on how to fix it.
Plus additional bug fixes and stability improvements.

Improved

Transactions now save faster and quantity-on-hand calculations are significantly quicker.

April 24, 2026

Fixed (Version 9)

Fixed an issue where item sales and purchase prices were incorrectly rounded to 2 decimal places instead of showing full precision.
Fixed an issue where the Available quantity on sales transaction lines was rounded to 1 decimal place instead of showing up to 5 decimal places.
Fixed an issue where shipments, pick tickets, returns, rentals, and rental returns weren't showing certain items that should have been available to select.
Fixed an issue where saving a Bill of Materials immediately after editing could fail silently and not save your changes.
Fixed an issue where downloading Item Transaction History would silently fail for some accounts — the file will now download correctly.

April 19, 2026

Fixed (Version 9)

Users with invoice permissions (but not admin access) were unable to merge invoices.
Default currency was incorrect when creating new customers, vendors, or transactions in non-USD accounts; blank currency fields on import now correctly default to your home currency.
Transactions synced from QuickBooks Online without a reference number can now be saved without errors.
Plus additional bug fixes and stability improvements.

April 16, 2026

Fixed (Version 9)

Sales by Category Summary report now filters date ranges using your company's timezone instead of UTC.
Bin management actions (add, edit, delete) now require only the standard Items privilege — Admin access is no longer needed.
When no location-specific default bin is set for an item, the item's record-level default bin is now used automatically on bin-tracked transactions.
Account numbers in inventory account configuration now appear at the same time as account names.
Enabling "Use QuickBooks Invoice Numbers" now automatically clears any SOS-generated next invoice number, preventing conflicts with QuickBooks numbering.
Inventory and assembly items now correctly require an asset account; other item types (non-inventory, service, expense, etc.) only require an income or expense account.
When a cost adjustment fails to load, you now see a clear error message instead of a silent failure that caused a confusing save error.
Your company account number is now visible to all users in the company name dropdown, regardless of permission level.
The "Click to Retrieve Available" icon now appears correctly on saved transactions.
Plus additional bug fixes and stability improvements.

April 14, 2026

Improved (Version 8)

A new announcement card on the home screen introduces V9 with a "Switch to V9" option.

Fixed (Version 9)

Date ranges on reports — including Purchases by Class, Purchase Variances, Profit/Loss by Customer, Inventory Stock Status, Inventory Aging, Inventory Turnover, Inventory Value, Item Movement, Item Analysis, Overstock/Understock, Physical Inventory Worksheet, Lot Stock Status, Items In Bins, Bin Contents, Production Report, Open Work Order Detail, Shipping Report, Work In Progress, Open Rental Detail, Reconcile Journal Entries, Reconcile Item Receipts, Reconcile Vendor Credits, Sales Orders Export, and RMA Export — now correctly reflect your company's timezone instead of showing UTC or the wrong timezone.
Shopify items matched by name now correctly receive inventory quantity updates when "Update Inventory" is enabled.
Archived or deleted customers now display their full name correctly in transaction fields.
Serial deletion adjustments now appear correctly in an item's Transaction History.
Save times for builds with many input lines have been significantly reduced.
Customer and vendor imports with a blank Currency field now default to your company's home currency instead of failing.
Transactions with invalid item weight values can now be opened without an error.
The Due Date column on the Sales Orders list now sorts correctly in ascending and descending order.
Bin options now display correctly when changing locations on a build.
Transaction edit pages in V9 no longer show before fully loading, which previously caused unsaved changes to be lost.
Changes made to a transaction line while "On Hand" quantities are loading are no longer blanked out after loading completes.
Admin users can now access builds and processes from the Job dashboard without receiving a permission error.
Price tier permissions are now applied consistently.
The Chart of Accounts now displays sub-accounts correctly under their parent accounts instead of in a flat alphabetical order.
Creating a new item within a transaction now correctly populates data into the item record.
The Bins list is no longer accessible to users without the appropriate permissions.
Editing a payment assigned to an SOS Pay method no longer makes the payment selection uneditable.
Non-taxable customers created via API via Zapier now sync correctly to QuickBooks Online.
Plus additional bug fixes and stability improvements.