Spindle Self Serve

• Sage 200 Professional 2024 R2
• Sage 200 Professional 2024 R1
• Sage 200 Professional 2023 R2
• Sage 200 Partner Cloud
• Sage 200 Professional 2023 R1
• Sage 200 Professional 2022 R1

• Sage 200 Professional 2021 R1
• Sage 200cloud 2020 R2
• Sage 200cloud 2020 R1
• Sage 200cloud Summer 2019

Version: 1.7.6

Release Date: 10th December 2024

Major Additions

• The stock page now has more customisable columns including Sage analysis codes making it easier to filter, search and group.
• The Sage Link is now compatible with Sage 200 2024 R2

Bug Fixes

• Internal users can edit prices even though that option is turned off for them.
• Order and invoice charts don’t change values when you change period.
• Users with permission create to quotes only can still create orders.

Version: 1.7.5

Release Date: 15th December 2023

Major Additions

• Place order page automatically removes zero priced items from customer basket.
• Added Zero Price Warning message to Settings > Place Order
• Support for complete Sage 200 pricing logic.

Minor Additions

• Audit log now shows more user-friendly and advanced error messages.

Bug Fixes

• “Show outstanding” setting for Sales Orders setting not working correctly.
• Advanced settings page Save button not saving Email settings.
• Audit log not updating immediately on failed email send test.
• Order page allows internal user to save an order line with a blank description.
• When using the Order Page to order editing an item’s description causes subsequently added products to overwrite product description.

Version: 1.74

Release Date: 22nd September 2023

Major Additions

• Major improvements to the POD History page performance
• Settings option to show all outstanding sales ledger transactions, not just invoices (off by default)

Minor Additions

• Revamped SMTP settings
• New verbose logging of test errors in audit log

Bug Fixes

On order page internal users can edit a product description to be blank
Cannot install on SQL versions lower than 2019
Customer stock screen grid unresponsive when user does not have view stock pricing enabled

Version: 1.7.3

Release Date: 26th April 2023

Major Additions

• Delivery module now supports multiple drops in a single delivery.

Minor Additions

• System level notification emails now BCC internal users.

Bug Fixes

• If there are no users set to receive registration notifications, then the test email does not work.
• POD history not showing status buttons correctly for partial deliveries.
• Cannot select a default warehouse if ordering not enabled.
• Archived documents with no file extension cause a page crash.

Version: 1.7.1

Release Date: 20th January 2023

Major Additions

• New bulk upload of Orders process.
• POD Delivery confirmation email sent to customer and nominated email addresses.
• Order history order page can now show outstanding/all orders.
• You can now send messages for Statements as well as Invoices
• Order page prices calculate directly from Sage and includes automatic updates on order basket prices over a day old.

Minor Additions

Improved registration page layout

Bug Fixes

• Proof of delivery tree doesn’t scroll when dragging jobs.
• Despatched imported jobs using auto assign are missing the customer account number, order date and despatch date.
• POD – When sent to driver a sales order also goes to driver as a return.
• Under certain scenarios, documents become unavailable to view after applying a new licence
• Email address with leading/trailing spaces causes login to fail

Version: 1.6.4

Release Date: 12th August 2021

Major Additions

• Customer stock grid now shows image thumbnail.
• Improved page loading performance on all pages
• Improved layout on tablet devices.
• Using CSS you can now change the main toolbar text.
• Customer stock page now sorts on SKU in ascending order.

Bug Fixes

• Open sales order button not working on iPads.
• Internal stock not updating properly when you add a new stock item image.
• Order again button not showing on history modal.
• Cannot tick / untick ‘Enable Upsell’ in Place Order Settings.
• Cannot place order if HTML tags used in order instructions.
• Close button not working on change delivery address modal.
• Page footer image recommend size is incorrect.
• Bulk upload dialog shows the failure panel when there are no failures.

Version: 1.6.3

Release Date: 28th June 2021

Major Additions

• Product images uploaded against stock items are now of a higher quality
• Improved performance on stock allocation page
• Rescheduled jobs now show as rescheduled when dragged to a driver.
• Courier tracking SQL example included in Settings to help with integration

Minor Additions

• Removed limit of 5 product thumbnails
• Main map legend clearer for dates and events
• History grid can now be exported to Excel
• Performance grid can now be exported to Excel
• Improved CSS functionality, can change and hide more elements and have more customised control over fonts and colours and style
• Thumbnails for stock items can now be regenerated to improve quality if required

Bug Fixes

• VAT not always calculating correctly on screen and on order
• Driver location on main map doesn’t show date of driver’s route
• Oversized company logos can impact system performance
• Adding a rescheduled job to a driver and then removing it causes it not to show up in the main unallocated despatches list.
• Adding rescheduled jobs to a driver sets a zero sort/drop order. If sent to a driver this causes an error.
• For a bulk upload order the product unit of measurement is missing on the order screen

Version: 1.6.1

Release Date: 1st April 2021

Bug Fixes

• Proof of Delivery mobile app unable to connect to Proof of Delivery module

Version: 1.6

Release Date: 17th March 2021

Major Additions

• Stock inclusions / exclusions can be managed globally and per user at stock group and stock item level
• Ability for external users to see stock level labels (low stock, out of stock, in stock) on the Stock and Place Order pages
• Delivery addresses on orders now searchable
• Delivery address added to order history page
• Multiple users can now work on delivery allocations at the same time
• Improved page loading performance
• Spindle Self Serve link now supports Sage 200cloud 2020 R2

Bug Fixes

• Bulk upload of order items fails if CSV contains quotation marks
• Large import of ALT codes fails
• Internal stock search causes items to disappear
• Repeat order adding double quantity
• Disabling delivery charges does not hide all delivery related values
• Can’t set zero value on order
• Order Again button showing for sales returns
• Uploading a promotions image prevents closing of the modal dialog
• Customer stock screen image preview overflows page
• Failed POD document upload blocking other uploads
• Postal name for custom addresses and SOPDocDeliveryAddress Description field not populating in Sage
• Can’t place orders on where Sage manufacturing is used
• In some instances, VAT rate not being set correctly on orders

Version: 1.5.13

Release Date: 31st July 2020

Major Additions:

• Stock comments now appear on order page
• New proof of delivery PDF now generated to replace signature image upload

Bug Fixes:

• A misalignment of value columns.
• Driver dropdown not showing drivers correctly.
• Bulk upload only works with date required in the CSV.
• Signature upload failure creates multiple entries in audit log.
• Bulk upload, all items showing invalid warehouse icon.
• Edit order items, total does not show enough decimal places.
• Bulk import validation, failure message does not include traceable items.
• Bulk upload errors due to case sensitivity.
• Order Page, sort order of product search does not include secondary sort of SKU.
• With ‘Show prices’ unticked, prices still showing on Stock selection screen, Summary page, Place Order grid and Order confirmation page.
• Order confirmation message does not always appear for customers.
• Order Page, unit cost and total not showing as currency in edit mode.
• Customer statements not showing on all documents page.
• If logged in as a Customer, carriage charge showing on screen but not placed in Sage 200.
• Order history, fails to open orders if missing delivery dates.
• Incorrect users able to edit costs.
• HTML code appears in some comments.

Version: 1.5

Release Date: 30th September 2019

Major Additions:

• Brand new ordering screen with order and line analysis codes, warehouse by line, promised and requested dates, multiple comments, free text lines, edit product descriptions and more.
• Spindle Self Serve link now supports all Sage 200c versions.

Minor Additions:

• Improved Spindle Self Serve link setup.
• Ordering remote link now validates access to URL.
• Images are now optimised in size when uploading against stock items.
• Performance improvements across many pages.

Bug Fixes:

• When creating a new user you can now exclude multiple products and product groups.
• Promotions start date now can be set after end date.
• POD android now prevents completing the same job multiple times.
• Order confirmation now shows quote/order correctly.
• Cancelled and rescheduled deliveries now being sent to mobile application.
• Sage bulk discounts now showing and applying correctly.

Version: 1.4

Release Date: 18th April 2019

Major Additions:

• The ability to enable orders, quotes or both per user
• Configurable order priority added
• Simplified installation, no need to change IIS App Pool identity or folder permissions
• Customer stock screen now allows quantity and UOM when adding to an order

Minor Additions:

• Order history page now shows proof of delivery and dispatch details
• Account search now includes postcodes
• You can now hide title text on promotions
• Promotions now show as expired not just the active status
• ‘Your Ref.’ added to order acknowledgement emails
• Query code editing improved
• Internal stock screen now shows selected customers base price
• Internal stock screen now has collapsible details panel to provide more space for grid
• Improved item search performance on place order page
• Registration page custom text now supports HTML

Bug Fixes:

• Quote status uses derived rather than Sage status
• Incorrect order/quote confirmation message
• Does not use correct VAT rate from sales ledger account
• Incorrect customer based alternate stock codes
• Stock warning persists even when disabled in settings
• Order page prices breaks inhibited if custom price used
• Customer alt codes do not show on place order item search
• Stock items dimension does not prevent negative values
• Zero value credit limit in Sage is treated as unlimited and won’t put the order on hold
• Application crashes if user tries to login before being authorised
• Customer fields not preserved when bulk order upload used
• Cannot save SMTP settings on initial setup
• Order comment lines with carriage returns were not correctly passed to Sage 200
• Emails generated used Spindle Self-Serve not site name

Version: 1.3

Release Date: 11th April 2018

Major Additions

• Order support for Sage 200 cloud.
• Ability to enable modules per user.
• Ability to hide Sales Ledger Accounts that are marked as hidden in Sage 200cloud.
• Option to Include / Exclude Sage archived data.
• Support for multi-currency.
• Automated verification email to be sent on registration.
• Ability to store multiple email queries against orders and invoices.
• Option to enable order/quote acknowledgment emails.
• Ability for internal users to edit unit price for orders/quotes.
• Support for hyperlinks and date ranges on Promotions.
• On order creation, Sage 200 to show the correct created by name.
• Option to enable Sage 200 (Sales Order Processing) analysis codes on order history screen.
• Ability to hide product groups at global or user level.
• Pro-Forma’s to be displayed on order history page.
• Ability to specify unit of measure when ordering from Stock page.
• Performance improvements for large Sage 200 datasets.
• Performance improvements for bulk uploads on ‘Place Order’.
• Performance improvements on documents page when dealing with large numbers of documents.
• Simplified installation process.
• Local Windows user – SpindleSelfServeUser created by installer.
• User automatically assigned to the IIS App pool.

Minor Additions

• Redesign emails to use the main portal theme.
• Ability to customise Welcome / Registration page.
• Ability to add a company logo to emails.
• Ability to group invoices by status (overdue at the top).
• Redesign order history details page.
• New “Forget Me” option to allow users to unregister.
• Ability to upload or link externally to a privacy policy.
• Improve filtering options on column headers.
• Enable searchable lists on accounts / stock search boxes.
• Usability improvements when saving selection boxes (Document Types, Sales Order analysis Codes) in Settings.

Bug Fixes

• Order comments appear on customer and pick documents in Sage.
• Bulk upload unable to handle blank or zero quantities.

Version: 1.2

Release Date: 2nd November 2017

Major Additions:

• Ordering – now supports Sage 200 2011, 2013 R2 and 2015, 2016 and 200c.
• Ability to specify an order warehouse by user.
• Ability for internal users to choose any warehouse when placing an order.
• Improved on hold order logic. If account is over credit limit or current order would go over credit then the order is placed on hold.
• Ability to add an item to the order basket from the internal stock page.
• Ability to create quotes as well as sales orders. This can be enabled per customer user, or turned off in the settings.
• Ability to exclude products from all screens at a global and user level.
• Added security around failed login attempts.
• Multiple failed login attempts will now lock a user account.
• Ability to export audit logs.
• Improved performance for large data sets.

Minor Additions:

• Re-designed the user properties panel.
• Re-designed settings page.
• Ability to upload multiple images per stock item.
• Ability for customers to access promotions from the portal at any time.
• Updated the documents tab to now show Second Reference.
• Ability to show multiple order numbers against an invoice ‘Your Ref’.