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.

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.