Finale Knowledge Base

2024 Overview

2024 Highlights

  • Integration for TikTok Shop

  • Amazon Fulfilled By Amazon Reconciliation Feature

  • Saved Views Released


Q1

  • Integration for TikTok Shop:

    • Introduced integration features facilitating sales data retrieval and stock synchronization.

  • Barcoding Functionality for Transfer Orders:

    • Implemented barcoding functionality to streamline Transfer Orders processing.

  • First Look: Amazon Fulfilled By Amazon (FBA) Features:

    • Initial features for enhancing stock visibility across all inventory types in FBA such as Inbound, Fulfillment Center(FC) Reservations, Unfulfillable, Damaged/Researching.

    • Enabled tracking of FBA inbound shipments and FC shipments.

  • Pull Sales Customer Matching Enhancements:

    • Introduced email matching as an alternative option for customer matching in Shipstation, Shopify, and BigCommerce.

    • New priority configuration options for customer matching; bill to/ship to and company name.

  • QuickBooks Online Integration Improvements:

    • Enhanced QuickBooks Online integration by syncing ship dates, terms, and custom fields to invoices.

    • Started work on supplier/vendor credit memos.

  • Report Enhancements:

    • Introduced additional fields to reports to facilitate the creation of more insightful reports.

  • Performance Improvements:

    • Introduced significant performance enhancements, particularly beneficial for large accounts.

  • TSV Support for Supplier Feeds:

    • Added support for TSV (Tab-Separated Values) format to supplier feeds for improved data exchange.


Q2

  • Amazon Fulfilled By Amazon (FBA) Integration Features:

    • Introduced new FBA integration features, now available to qualified early adopters.

  • FTP Supplier Feeds Integration Enhancements:

    • Enhanced FTP Supplier Feeds integration with configurable run intervals.

    • Files are now processed manually upon customer request, offering greater flexibility.

  • Subtype Addition for Sublocations:

    • Introduced subtype for sublocations, improving the streamlining of new FBA features.

  • UI and API Endpoint Improvements:

    • Introduced a new UI and API endpoint for creating API client keys, enhancing usability.

    • Implemented support for basic authentication with API keys, standardizing the authentication process for API users.

  • Custom Views as "Saved Views":

    • Renamed custom views as "Saved Views" for list screen customization.

    • Enabled standard views on all list screens for improved user experience.

  • Data Load Performance Improvements:

    • Introduced significant enhancements to data loading processes, boosting performance for large accounts.

  • Reordering and Replenishment Work Initiated:

    • Began work on reordering and replenishment improvements, aimed at enhancing inventory management processes.

  • Configurable Sales Velocity Columns:

    • Introduced new configurable sales velocity columns, providing deeper insights into sales trends.

  • Improved Customized Column Filters for Reservation Types:

    • Enhanced the functionality of customized column filters for reservation types, ensuring a more intuitive and user-friendly experience when viewing reservations on list screens.


Q3

Amazon FBA Enhancements:

  • Live sync for FBA stock levels with early access to select customers.

  • Implemented automation around Problem Quantity management when FBA shipments are closed

  • Templates and “System” sublocations automatically created for smoother onboarding.

  • Launched “FBA Center” for streamlined FBA tracking, including multi-region support and specialized views for inventory, shipments, and transfers.

  • Now able to configure reasons for stock discrepancies on FBA items.

Inventory Management:

  • Added a new reordering and replenishment list screen.

  • Scanner-enabled transfer orders to track in-transit shipments.

  • Enhanced accounting reports with improved stock data and filters.

System and Performance Upgrades:

  • Improved data handling with a new database feature to speed up sorting and filtering.

  • Upgraded internal systems to improve developer efficiency.

  • Reduced system load by removing old client data and legacy features.

Developer and API Improvements:

  • Launched developer-friendly REST API documentation site.

  • Enhanced authentication and fixed key issues to improve API reliability.

  • Updates to support easy integration with external services like A2X.

General Bug Fixes:

  • Fixed issues with stock updates on Etsy and BigCommerce.

  • Shopify customer information now aligns better with Finale records.

  • Added filters and logging to improve stock history tracking and QBO integration.

Inventory and Ordering Enhancements:

  • LIVE: New reordering screen, allowing for better tracking across FBA and Warehouse locations.

  • Improved list screens with new columns, stacked views, and conditional formatting in progress

  • Faster and more flexible data handling with a new memory store for better sorting and filtering.

Accounting and Reporting:

  • Enhanced accounting reports with average cost, stock type columns, and source/reason filters.

  • New “product lookup list” report column, shows all product lookups in a comma-separated list (currently called “SKU list”)

  • Added product average cost history reports to track cost changes over time.

Developer and API Improvements:

  • New REST API documentation website launched for easier integration.

  • Added features to improve error-handling and support for reporting API keys.

  • Addressed Amazon SP-API security, ensuring high-priority issue resolution.

General Updates and Bug Fixes:

  • Fixed integration issues with LightSpeed, ShipStation, and customer name matching across platforms.

  • Enhanced support for order pricing and multi-supplier accounts for more flexibility.

  • Minor updates for more efficient product importing, transfer order permissions, and security improvements.


Q4

  • Reordering & Replenishment Enhancements

    • New, easy-to-use screens for reordering and restocking.

    • Nearly complete: visual indicators to help prioritize reorders based on conditions (e.g., low stock).

    • Upcoming: Ability to reorder for groups of locations, covering both warehouses and FBA (Fulfilled by Amazon).

    • In development: Option to exclude specific sub-locations in reordering calculations.

    • Transfer orders between warehouses and FBA locations are being added to the replenishment screen.

  • Data Handling Improvements

    • New memory storage system for faster data sorting and filtering.

    • Enhanced database updates and compatibility for smoother performance and broader data type support.

  • Accounting and Reporting

    • COGS Sync: Integrated A2X feature for automatic syncing of Cost of Goods Sold (COGS) to QuickBooks Online and Xero.

    • Improved consistency in accounting reports using the general ledger, with new filters for customer and supplier data.

    • Additional columns in reports for tracking stock details (on hand, in transit, etc.) and product average cost history.

  • General Updates and Bug Fixes

    • New options and columns for ordering and sales import features.

    • Fixed display issues and filtering options in various reports.

    • Updates to API integrations for smoother connections to third-party platforms like Shopify, Square, and QuickBooks Online.

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