Release 11/02/2026 Last updated: 11/02/2026

Release Highlights:

1) Commissions Enhancements	Added - Ability to Mark invoices as paid from Invoice List Added - Ability to add Adjustments to Checks. Enhanced - Pay Reps page layout for Adjustments, with ability to add and edit adjustments from Pay Reps page
2) Change Password	Added - Ability to change your password. Click Initials at top right, then click Change Password
3) Order Entry	Added - Ability for Bulk Edit Items. Select the items you want to edit, then click Bulk Edit On the Bulk Edit dialog, you can change the Qty, Discount, Price or Line Notes for all selected items.
3) Items	Added - Ability to mark items as discontinued. When adding a discontinued item, in Order Entry, You see confirmation dialog, that are you sure you want to add item to order.. Added - Items Quick Report. Allows viewing summary of all customers that bought item And then viewing the order history for that customer for that item.

Release 10/26/2026 Last updated: 10/26/2026

Release Highlights:

1) Report Center Enhancements	Changed - Order Summary report, now has Group By State, or Zip Code Added - Bill-To Sales report, in Customers section Changed - Changed Customer Sales report, is now called Ship-To sales report
2) B2B User Listing Enhancements	Added - Ability to search for customers
3) Item Enhancements	Added - Ability to keep Default Ship Date on items This will allow you to split orders by different ship dates.
4) Order Entry Enhancements	Changed - To return to previous screen, click the arrow button at top left (removed the Return button) Added - When order lines have multiple Default Ship Dates, New Split button will show, to allow splitting the order by Default Ship Date, and creating multiple orders.
5) Vendor/Item Enhancements	Added - Ability to set up Price Levels for vendors and items When Price Levels are defined for vendor, Items can be set up with different prices based on the Price Level
6) Dashboard Enhancements	Added - Ability to change Group at top. Summary / Charts will be for selected group Alerts messages will show you alerts for all your groups

Release 10/19/2026 Last updated: 10/19/2026

Release Highlights:

1) Order Entry Enhancements	Changed - Print Buttons to drop down buttons. To allow selecting Printing with images or not, and Additional Print Options. allowing sort order by Alpha, SKU or Order of entry.
2) Item Enhancements	New - Added Case Pack and Inner Case to items, and to Item Upload Template
3) Report Center Enhancements	Changed - Reports with Order Type filter, now can select multiple order types Changed - Top Items report, now has Order By Qty or Sales $ Changed - Order Summary report, now has Order By Name, Qty or Sales $

Release 10/12/2026 Last updated: 10/12/2026

Release Highlights:

1) Order Entry Enhancements	Added - Vendor Email Status. Shows when email was delivered, and opened by vendor
2) Commission Enhancements	New - Ability to add Adjustments. New - Ability to split commission amoung 3 reps. New - Ability to attach documents to invoices.
3) Report Center New reports	New - Sales Date Range Comparison - compares up to 3 date ranges. New - Group Summary Report New - Customer Sales Report New - Vendor Listing Report New - Order Summary Report - Allows Grouping by Vendor, Rep, or Customer And filtering by Rep, Order Type New - New Accounts Report
1) Order List Enhancements	Added - Date Range filter for Date Entered. Defaults to Last 12 Months

Release 09/28/2026 Last updated: 09/28/2026

Release Highlights:

1) Order Entry Enhancements	Added - Quick report view on items for order. View ordering history for item. Added - View Invoices and Commissions assigned to order.
2) Item Kits	New - Ability to set up item kits. Allows setting up a kit of items, and when ordering the kit, it will show all items in the kit to the order pdf.
3) Customer Leads	New - Ability to add customer leads. Allows marking customer as Lead for tracking and follow-up on new leads. Customer Listing will now allow filtering by Active , Inactive and Leads.
4) Assign multiple reps to customers	New - Ability to assign multiple representatives to a single customer. Allows better tracking and management of customer interactions by multiple reps.
5) New Report Center Reports	New - Sales By Customer New - Sales By Vendor New - Top Items New - Follow Up Report

Release 09/14/2026 Last updated: 09/14/2026

Release Highlights:

1) Order Report Bar codes	Added - Check Box for Include Bar Codes on Order Report
2) Customer Requests	Added - Detail view, by clicking arrow to far left, will open detail view of customer request Added - Added - New Add New Customer button, to allow adding a new customer to SRP, and approve the request.
3) Item Listing	Added - New Show Items with no image check box, to filter list to only show items with no image.
4) Customer Edit	Added - Customer Documents. You can now maintain documents on customers, such as tax forms, credit apps, etc. Added - Ability to assign Multiple Reps. You can now assign multiple reps to a customer.

Release 09/07/2026 Last updated: 09/07/2026

Release Highlights:

1) Cards on File for customers	Added - Ability to save Credit cards on file for customers Added - Ability to select card on file, or enter new card, in order entry when terms is Credit Card.
2) B2B Site for customers	Added - Ability to save Credit cards on file. Added - Ability to select card on file, or enter new card, in cart check out. Added - Drop Ship Address and Order Instructions to cart checkout page. Added - Ability for customer to view Customer/Bill-To Address
3) Vendor Credit Card Processing (SRP-PAY)	Added - Vendors can now sign up for SRP-PAY, to allow processing credit card payments.
4) Customer Orders	Added - Delete action. To allow deleting a customer cart. Added - Visiblity to Credit card, Drop Ship and Order Instructions from customer cart check out.
5) New Dashboard options	Added - View your dashboard with Charts or Summary Info Cards. This is configured on your User Profile
6) B2B User Listing	Added - Ability to resend approval email to customer.
7) Customer Listing Quick Report	Added - Ability to view all vendors, to see vendors customer has not ordered from.

Release 08/27/2026 Last updated: 08/27/2026

Release Highlights:

1) Order Entry	Added - Attach Files to order Added - Order by Digital Catalogs Added - Send Order button, to allow sending order within Order Entry
2) Order List	Added - Order Status Filter
3) Vendor Edit/View	Added - Vendor Contacts and Notes
4) Item Edit/View - Bar Code Labels	Added - Search for order(s), to print labels for items on order(s) Added - Filter by List of SKUs
5) Vendor Documents	Added - Digital Catalogs, order by clicking on sku within Digital Catalog
6) B2B Site for customers	Added - Order by Digital Catalog
7) Customer List - Quick Report	Added - Export button, to export report to PDF or CSV

Release 06/28/2026 Last updated: 06/28/2026

Release Highlights:

1) Customer List - Quick Report Action	Added new Quick Report (Sales History) for customer
2) Customer Edit - Bill-To tab	Added "New Bill-To" and "Edit Bill-To" buttons.
3) Customer Edit - Order History tab	Added "New Order" button. In Order list, added Edit order and download actions.
4) Customer Edit - Notes tab	Added Order Note, and unlimited customer notes
5) Customer Edit - Contacts tab	Buyers are now called Contacts. Added ability for unlimited contacts
6) B2B User List	Added new B2B User List - allows viewing all your B2B customers and stats
7) Item List	Added ability to view item list with or without items images. Added new Bar Code Labels
8) Order Entry	Added new Bulk Add button. New Bulk item add dialog.
9) Order Send	Added new Order Send page (Old page will be removed soon)

Quick Report (Customer Sales History)

Will show sales history by vendor for customer.

Customer Edit - Bill-To tab

You can now add new Bill-To and Edit existing Bill-To while viewing customer

Customer Edit - Order History tab

You can now add new order while viewing the Customer Order history. Also can now edit/view order and download order.

Customer Edit - Notes tab

New Order Note. The Order Note, will auto populate to new order in the Special Instructions

Added ability to have unlimited customer notes.

Customer Edit - Contacts tab

Add new contact with Add Contact button.

Set Primary contact with the Set Primary button (if there is more than one contact)

If your group is set up for B2B web site, you can invite customer to B2B site, by clicking the green envelope action icon.

B2B User List

Item List - Image viewing

Use toggle buttons (highlighted below) to switch between viewing item list with images or not.

Added new Bar Code Labels button. To print bar code labels

Order Entry - Bulk Item Add

Added new method for adding items to order. Click new Bulk Add button.
This new dialog will allow searching for items, and entering qty desired. Also can use +/- buttons to change order qty.

Order Send

Added new Order Send page
This new order send, will allow selecting all orders for a vendor, or individual orders (that you do not wish to send yet)

Release 04/13/2026 Last updated: 04/13/2026

Release Highlights:

1) Order Entry - Print Orders for Session.	Added Print Session button
2) Order Entry - Order Form Preview	Added View action on Order Form Dialog
3) Order Entry - Item import error messages	Enhanced item import messages to show invalid sku's

Print Orders for Session

New Print Session button.

Print Order button, will run report for current order. Print Session will run report for all orders tied to session.

Release 12/10/2025 Last updated: 12/10/2025

Release Highlights:

1) Generate PO Number Automatically.	Generate your PO number on new orders automatically
2) Order Entry Page Changes	Vendor Account nbr visibility, and ability to edit.
3) Vendor Documents	Maintain Vendor documents, such as catalogs

Generate PO Number Automatically

This will allow you to generate PO numbers on new orders automatically.

You can set up a PO Prefix value, and system will increment the number automatically for each new order.
Example: MLM00001 (where MLM is the prefix)

To enable this feature, Click on initials in top right corner, and click on My Profile. Then click on User Options tab.

Enter the Prefix value you want, and optionally enter Next PO number. Click Save button.

Order Entry Page Changes

-Vendor Customer Account Nbr is now shown. You can edit this value, and it will be saved for future orders too.

Vendor Documents

-Added ability to enter and view Vendor Documents. Such as vendor catalogs, price lists, etc.

In left hand menu, click on Vendors, then click on Vendor Documents.

In action column, you can click on View or download action.
Admins, will have options to Add new, edit and delete documents.

Release 11/17/2025 Last updated: 11/17/2025

Release Highlights:

1) New Top Items Report	New Top Items Report
2) Order Entry Page Changes	Bill-To Address visibility. Allow editing customer information
3) Customer Edit Page Changes	Add New Bill-To button

New Top Items Report

There is now a Top Items Report, in Reports menu.

Allows viewing top items for a vendor for a date range. Report will default to past 30 days, and top 30 items. Includes option to see all items.

Order Entry Page Changes

-Bill-To Address is now shown. If no Bill-To is assigned to customer, the customer address will show as the Bill-To address.
-New Edit customer button. Allows editing customer information and assigning Bill-To without leaving current order

Click pencil (edit) button next to Buyers button, to edit customer information.

From the Edit customer dialog, you can update customer info and Assign Bill-To from drop down of current bill-tos.

Click New Bill-To button, if a new bill-to needs to be added. This will allow you add a new bill-to, and assign it to this customer.

Customer Edit Page Changes

-Added New Bill-To button. Allows Adding a new Bill-To and assigning Bill-To without leaving current customer.

Release 9/3/2025 Last updated: 09/03/2025

In order to help prevent duplicate customers getting set up, when adding a new customer, you will now be prompted to search for existing customer.

When you click the Add Customer button, you will see new search dialog:

To search for existing customers, enter any part of customer name, City, state, zip, buyer name, phone number, and click the Search Button

By default, the Search All Customers check box is checked on, this will search all customers across all your groups, and all reps in your groups.
If you want to just search your customers, uncheck the check box.

Above, I searched for "Vans Appliance", and see that there is one store matching this.

Click the "Customer Already Exists" button, if this is the correct that already exists, and no new customer is needed.
Click the "Add New Customer" button, if the store you are searching for does not exist, and you wish to proceed with adding a new customer.

If the store exists, but is in another group, you can click the Copy button next to the store, and copy this store to the group you need that store in.

Release 6/2/2025 Last updated: 06/02/2025

On Publisher orders, there is now a No Backorders, Except NYP check box.
This will show on order copies as: Allow Backorders: No, Except NYP

Release 5/5/2025 Last updated: 05/05/2025

1) Add new User Profile Option for Order Entry Item Search enter key action.
-Options are: Go to Quantity field on enter key, or add item to order on enter key.
-Default is Go to Quantity field on enter key.

2) Customer Edit page
-Vendor account numbers are now maintained on the Vendors tab on customer edit page.
-Added Allow check box to Vendors tab, this will be used for allowing vendor to be seen in new Customer Retail Store site.

Release 5/2/2025 Last updated: 05/02/2025

1) Import Items to order.
-added ability to import items to order, by uploading spreadsheet of items.
-Row 1 should have column headings.
-Column A - SKU or ISBN or UPC
-Column B - Quantity

Release 3/31/2025 Last updated: 03/31/2025

1) Default Terms on Customer
-added ability to set default terms on customer.
Maintain default terms in the Customer edit page.
When entering order for customer, the customer terms will be set to that customer’s default tems.

2) Order Entry - View session orders
-added ability to view all orders for a session, using dropdown at top of Order Entry page.
All orders for a session will be listed in dropdown, quickly change to any order in session by clicking order in the dropdown.

3) Bill-To - Added ability to Delete Bill-To’s.
-if Bill To is not assigned to any accounts, then you can now Delete Bill-To, with Delete button on Edit page.
-if Bill To is marked as Deleted, you can Re-Activate with Re-Activate button on Bill To Edit page.

Release 2/20/2025 Last updated: 02/20/2025

Improved Order Entry screen layout.
Added section to show user and date/time infomation on order.