Release Date: 15 September 2026
Overview
This update delivers a range of new features, performance improvements, and important fixes across the Roundsman platform, including the portal, application, reporting, and system integrations.
đ New Features
Complete Purchase Orders from the Depot App
Depot staff can now complete purchase orders directly from the depot app, even when some ordered items have not been delivered in full.
Previously, purchase orders remained open if delivered quantities did not exactly match the quantities ordered, requiring manual completion. Now, once all lines on the delivery or returns wizard are marked as complete, the purchase order is automatically completed regardless of any shortfall.
Benefits
Reduces manual administration.
Improves depot workflow efficiency.
Ensures purchase order status remains up to date.
Account-Level To Do Pop-ups and Enhanced Event Notes
Outstanding To Do event notes recorded against an account now automatically appear when users open that account.
Event Notes functionality has also been enhanced with:
Editable notes.
Ability to mark notes as completed.
New completed status filters.
Sales Representative visibility on note details.
Improved filter behaviour.
Save Attachment button enabled only when attachments are available.
Benefits
Improves visibility of outstanding actions.
Streamlines account management.
Enhances event note usability and accuracy.
New Portal Orders and Amendments Report
A new report provides visibility of all new orders and order amendments submitted through the customer portal.
The report can be accessed from Reports and Customer Reports and includes the ability to email results directly to customer contacts, making it suitable for scheduled daily summaries.
Benefits
Improved reporting on portal activity.
Easier communication with customers.
Enhanced order audit tracking.
Mandatory Use-By Dates for Supplier Deliveries
A new Supplier Delivery Use-By-Date Required setting can now be enabled at product level to enforce the entry of use-by dates during supplier deliveries.
When enabled, deliveries cannot be completed until a valid use-by date has been entered.
Benefits
Strengthens stock traceability.
Improves compliance and reporting.
Ensures important product information is consistently captured.
Import Cross Reference Maintenance for Procure Wizard Orders
A new Import Cross Reference maintenance screen allows external customer and product references from Procure Wizard to be mapped directly to Roundsman records.
The enhancement also introduces support for Procure Wizard C_IPO order files through the unattended import service, along with auditing of cross-reference changes and automatic handling of duplicate import rows.
Benefits
Reduces import failures.
Simplifies integration setup.
Improves reliability of automated order imports.
đ Improvements
Security Audit (All Users) now retrieves only the records required for display, significantly improving performance and reducing server memory consumption.
The customer screen loading process has been optimised to eliminate screen flickering and improve user experience.
The Unpaid Accounts and Credit Control reports now utilise an optimised database view, improving performance and reliability on larger systems.
Portal "Request Access" emails are now rate limited by both email address and originating IP address to reduce unwanted email generation.
Enabling the Promotional Price Group flag now presents a confirmation warning and records the change in the audit trail.
Updating a contactâs email address now clearly identifies affected customers and correctly maintains associated portal permissions.
Depot stock take imports now automatically re-sort products by code, close the processing tab when complete, and provide clearer error reporting.
đ Fixes
Resolved an issue where portal and app orders submitted shortly before a cut-off time could incorrectly be reported as late. Cut-off validation now uses the actual submission time.
Fixed an issue that could cause standing order quantities to double after customer self-registration and route changes within the portal.
Corrected a problem where editing quantities on existing standing order lines could create duplicate products and incorrect quantities.
Fixed delivery sequence imports to correctly maintain delivery order positions for customers returning from holiday status.
Resolved issues affecting the Active Rounds map, restoring pan, zoom, and layer selection functionality.
Corrected stock take calculations so the Difference column accurately reflects the variance between counted and estimated quantities.
Fixed an issue where placing an account on hold from Credit Control did not correctly clear future delivery values or prevent quick delivery entry.
Resolved a pricing synchronisation issue that could display outdated product prices instead of the customerâs assigned price group pricing.
Fixed reliability issues affecting new portal user creation, login access, and password resets.
Corrected the Promotional Price Group flag display so it always reflects the currently selected price group.
Fixed an issue where portal and app login attempts could inadvertently cause the administration password to become locked out.