In This Release…
[Click here for a video overview of all the new features]
Sales Order Revamp!!
List of all the New Sales Order User Guides (remember to bookmark these!)
- Sales Order Settings Guide
- Sales Order Actions Guide
- Sales Order Management Guide
- Standard Orders & Layout Guide
- Invoicing & Contract Management Guide
- Sales Order Printable Formats Guide
New UI for Striven Sales Orders
The Sales Order List page now features the updated NextApp user interface, offering a refreshed, cleaner aesthetic. All core functionality and search filters have been preserved, with the addition of a filter specifically for the new Labels feature. The Sales Order Actions menu has moved from a hamburger menu on the left side of the screen to a kebab menu on the right. This menu contains options to view Info, Items, Assignments, Tasks, and Discussions. A new Add Labels option allows users to apply or create Private labels (indicated by a lock icon). Private labels can be edited, deleted, archived, or made Public via their own kebab menu. Other main Sales Order actions include access to the Hub, Purchase Orders, Profitability Statement, Surveying, setting Approval Status, and options to Copy or Create an Opportunity, Purchase Order, Project, Task, or Default Tasks.
The Sales Order Info page has been updated to include a new Left-side Navigation Bar. This change centralizes options that were previously located in various places on the page. This menu includes a new Labels panel for Label management, as well as panels for Assignments, Tasks, Change Orders, Discussions, Hub, Purchase Orders, Profitability Statement, and Surveying related to the Sales Order.
The Top Navigation menu retains the Actions menu for Copy Sales Order, Create Change Order, Opportunity, Purchase Order, Project, Task, Default Tasks, and Approved Invoices. Additional Top Navigation menu options include Share, Attachments, Reference Materials, Print, Email, Related To, Add Time Entry (if configured), and an Audit Log.
For more details about the Sales Orders List and Sales Order Info page, review our new Sales Orders Management Guide.
Optional Items on Sales Orders
Sales Orders now support Optional Items, allowing you to configure a Sales Order where certain Items are optional for the Customer to approve. This feature is available for Contract Managed Sales Orders in the Incomplete, Quoted, or Pending Approval status. Individual Items or entire Item Groupings can be marked as optional, with the ability to set specific rules for group selection. Items can also be marked as selected by default to display as pre-selected for the Customer in the Customer Portal. Additionally, this update introduces the ability to expand and collapse Item Groupings. For further details about this update, visit our new Invoicing & Contract Management Guide.
Sales Order Approval with Optional Items
We’ve improved the Sales Order Approval process in the Customer Portal to make it much more customizable. The Customer Portal now provides the following enhancements:
- Customers can have the ability to select optional individual Items and Item Groupings before approving Sales Orders
- Administrators can enforce configuration rules (e.g., “select up to 1,” minimum Items).
- Visual guidance is provided by the system, featuring collapsible/expandable Item Groupings, as well as a green highlight that is used to clearly indicate when the rule criteria have been fulfilled.
- The order Total updates dynamically, and validation errors prevent approval until all the rules are satisfied.
- Only selected Items are kept upon approval.
Sales Order Labels
We are introducing the new Sales Order Labels feature. You will now have the ability to manage and select Sales Order Labels to assist with your order organization and identification. Labels available for selection will be set at the Sales Order Type level, and there’s also a Sales Order Labels Library in the system settings now to manage and configure your Sales Order Labels. For more information about this new feature, visit the Labels Library section of our new Sales Order Settings Guide.
Can Approve Until Field
For the Sales Order Approval panel on the Add Sales Order page, there’s a new Can Approve Until field. This is essentially an expiration date that stops Customers from approving the Sales Order after that specific date.
Sales Orders with Deposits
Deposits are now supported for Contract Managed Sales Orders where the Invoicing settings under Contract Management are set to One-Time and Invoice on Completion at the Sales Order Type level. When these conditions are met, an Allow Deposit option appears on the Sales Order Type Settings page. If enabled, a default Deposit Item and Amount or Percentage can be set. The option to Require a deposit amount on approval is default, but can be unchecked on individual Sales Orders. If required upon approval, an Invoice for the Deposit is automatically generated. If approval occurs via the Customer Portal, the user is immediately redirected to pay the newly created Invoice.
Sales Order Approval with Deposits
When you approve a Sales Order that has a Deposit and is set to Invoice on Completion (either by submitting approval from within the Striven system or through the Customer Portal), the system will automatically create an Invoice just for that Deposit amount. The only fields that can be modified on this Deposit Invoice are the Memo, Item Description, Class, and the Custom Columns. The Deposit Item itself comes right from the Sales Order, is automatically non-taxable, and its price is pulled from the Sales Order’s Deposit settings. Additionally, if the Customer does not have Autopay enabled and the system is set to add a surcharge fee for non-Autopay Invoices, that surcharge will be tacked onto the Deposit Invoice, as well.
Sales Orders Price List Display
If your Customer has a designated Price List related to them in your system, you will now see the name of the Price List displayed at the top of the Items section of a Sales Order. This Price List name is hyperlinked to allow for easy viewing of the full list of Items on that particular Price List.
Change Order Billing Options
Significant improvements have been made to our Change Order billing options. Previously, invoicing was tied to a fixed date. We now offer four (4) flexible invoicing options for one-time Change Orders:
- Invoice on Approval
- Invoice on Billing Date
- Invoice on Completion
- Invoice on Parent Order Completion
This enhancement ensures that your invoicing perfectly aligns with your specific operational workflow.
Sales Order Import Updates
We’ve made some helpful enhancements to the Sales Order Import process. Now, when you Generate a Sample File for a Sales Order Import, users will find a new field that allows them to specify the Sales Order Format. Additionally, we’ve updated the import logic so that if you’re mapping Custom Columns from Item Custom Fields, those columns will automatically pre-populate with the value set at the Item level. Of course, you still have the flexibility to override that value if needed during the import.
- Note: Striven’s Sales Order API has also been updated with these enhancements.
Manual Invoicing Update
There’s a new feature related to manual invoicing that will prompt the user to mark the Sales Order as Complete once the Invoice has been created as long as the Sales Order has been fully invoiced. A popup will appear stating “Sales Order #___ has been fully invoiced. Would you like to mark the Sales Order complete?” and will have Yes/No options available for selection. There will also be an option to send a status update email.
Items View on Sales Orders
Striven is introducing a stripped-down version of the Sales Order Info page for users who should not be able to view fields related to pricing, accounting, invoicing, or custom fields. Creating a Sales Order in this view will save it in an Incomplete status so that someone with the proper User Role permissions can complete the Sales Order. You can locate the Items View option in the kebab menu on the far right side of the Sales Order on the Sales Order List page.
Custom Field Mapping to Custom Columns on Sales Orders
We have added a new capability to map Custom Fields directly to Custom Columns, significantly streamlining data visibility. Now, data from Custom Fields on your Items can be automatically displayed in Custom Columns on the Sales Order Line Items. This eliminates the previous manual process of adding Custom Columns to the Sales Order and manually inputting the Custom Field data.
Accounting Updates
Update to Bills Widget
The Bills widget has been updated to navigate you to the Pay Bills page instead of the Transactions List page from the Dashboard. This will allow you direct access to pay the Bills and not just view them. Simply click on one of the amounts displayed in the Open Balance portion of the widget to open the Pay Bills page in another browser tab.
Targeted FIFO Recalculation for Inventory Costing
We’ve made an update that significantly optimizes the performance of inventory costing, particularly how backdated transactions and adjustments are handled under the FIFO (First-In, First-Out) method.
Prior to this release: The legacy system required a complete, time-intensive recalculation of an Item’s entire history following any change.
New Optimized Logic: The new approach employs a targeted recalculation strategy:
- Backdated Transactions: Instead of a full system recalculation, backdated Bills and Invoices now trigger updates only for the specific, directly associated open transactions. Existing, completed connections remain unaffected.
- Voiding Transactions: Voiding a Bill or Invoice initiates a targeted unapply process. This quickly removes the quantity association without needing to rerun the complete FIFO sequence.
- Quantity and Cost Adjustments: Adjustments are isolated:
- Quantity changes are treated as targeted additions or removals associated only to the open balances.
- Cost adjustments are applied directly to the remaining, unused quantities, leaving already sold or used Items untouched.
Result: This targeted processing dramatically improves processing time and overall system performance.
Example: If Bill A is created in your system for a book on 01/01/2026 and Invoice A is created on 01/03/2026, it will use the cost from the 01/01/2026 Bill A. If a new Bill B is then created on 01/03/2026 but dated 01/02/2026, it will NOT recalculate the cost of the book on Invoice A dated on 01/03/2026 with Bill B’s cost like it used to. Instead, when Invoice B is created with an invoice date after 01/02/2026, such as 01/04/2026, it will have Bill B’s cost.
New Search Filters for Transaction Review Queue
Enhancements were made to the Transaction Review Queue search feature to include two (2) new filters. Now, users will be able to search by Class and Voided Status.
New Period Filter on Transactions Widget
The Transactions widget can now be filtered by a variety of Period filters, such as Today, Yesterday, This Week, This Month, and many more.
Invoicing Updates
We’ve made some practical updates to how Invoices display and how Customers are notified about them. First off, the Invoice Number on the printed PDF Invoice is now a hyperlink. Clicking it will take your Customer right to the Invoice Info page in the Customer Portal.
For added convenience, the New Invoice That Needs Payment email notification now includes a new merge field. This field automatically pulls in the Customer PO # from the associated Sales Order, making it much easier to keep track of necessary information.
Finally, we’ve rolled out a selection of new recipient-specific merge fields for several Invoice notification emails, which should make your communications feel much more personalized. The following merge field options have been added for selection:
- Recipient-First-Name
- Recipient-Full-Name
- Recipient-Last-Name
- Recipient-Middle-Name
- Recipient-Prefix
- Recipient-Suffix
Print Invoice Page Update
The default sort order for PDFs generated from the Print Invoices page will be Customer Name and then the By date.
Calendar Updates
Calendar Info Update
Updates were made to the Calendar Info panel to include details related to the sharing of Custom Calendars. Now, when you view a shared Custom Calendar, the info panel will display the name of the Employee who created the Calendar, as well as the Employee(s) who shared the Calendar with you.
Company Settings Updates
New Merge Field for Customer/Vendor Integrated Links
We’ve added a new merge field for Account-Id to the list of available merge fields for the Customer/Vendor Integrated Links. This key enhancement significantly improves integration capabilities by providing a stable, persistent identifier. External, third party systems can utilize this ID to ensure accurate data retrieval and synchronization.
Customer/Vendor Updates
Locations Dashboard
The new Locations Dashboard has a fresh look and feel, mirroring other Striven Dashboards with similar widgets and functionality. Users can navigate to a Location Dashboard from a Customer/Vendor’s waffle menu by selecting the Locations icon and then clicking on one of the locations listed. For further details about this update, visit our Customer/Vendors Management Guide.
Customer/Vendor Contact Updates
Enhancements have been added to the audit log for Customer/Vendor Contacts.
-
Within Striven: Striven will now track changes to a Contact’s Primary Email and Preferred Phone Number as part of an expansion of audit logging for contact-related information within the system. These changes are logged when modified through the Customer/Vendor Contact Info page and/or the Contact Dashboard/Contact Info widget. The log will be visible on the Customer/Vendor Contact Info page, but only if the Contact is associated with a Customer or Vendor account. Additionally, changes made through Contact Imports and the Striven API for Contacts will also be recorded in the audit log.
-
Within the Customer/Vendor Portal: The Customer Portal’s audit logging has been enhanced to track more changes to Contact information. This includes tracking edits to Preferred Phone Numbers (selecting the first valid number from work, mobile, home, and fax), Primary Email, and the Contact’s Portal Role. Additionally, the system now logs events such as Contact association, reactivation, deactivation and the creation of a new Customer Contact from the Portal. Additionally, any edits made to a Contact from the Customer Portal will now show the user’s name in the Striven audit log, prefixed with By Contact, along with the date and time of the edit. This improved logging also applies to changes made during imports from the Customer Portal.
Deposits Updates
Customer Number on Deposits Screen
You will now see the Customer Number displayed along with the Customer Name on the Add Deposit page and popup for clarity and easier identification.
Employee Updates
Job Type Search Filter for Employees List
An enhancement was made to the Employees List page to include a search filter for Job Type.
Format Updates
Sales Order Format Merge Fields
The Sales Order Format has enhanced customization by introducing two new merge fields for project information: Project Name and Project Number. These fields enable users to dynamically include and display the complete Project Name and its unique ID directly on the printed Sales Order.
Opportunities Updates
Assignments on Opportunities
The new Assignments at the Opportunity Type level feature offers two main ways to manage and view Assignments. Users can access a dedicated Assignment Panel on the Opportunity List page, or utilize a new waffle menu option found on the Opportunity Type Settings page. For further details about this update, visit our Opportunities Guide.
Report Builder Updates
Custom Report API Access
Custom Report API Access has been enhanced with the ability to generate a Text/HTML response format, significantly improving compatibility with various AI analysis tools. For further details about this update, visit our Report Builder Guide.
Date Field Updates
The Report Builder has updated two (2) date field display names for clarity: Created On is now Date Created, and Last Modified On is now Date Last Modified. This update improves user experience when searching to add these date fields, and does not alter underlying data or report functionality. Existing reports update automatically; no action is required.
New Multi-Select from List Filter Type
The introduction of a new Multi-Select from List filter type significantly streamlines the process of constructing reports, such as listing Contacts for multiple Customers. Previously, users had to tediously apply a filter multiple times, selecting Customers one-by-one, which was inefficient and negatively impacted query performance. This updated process allows users to select all necessary values within a single filter instance, eliminating the need for duplicate filter records. This enhancement not only improves user experience by simplifying the filter creation process, but also results in substantially better-performing queries.
Sales Order Dataset Update for Labels
The Sales Orders Dataset is receiving updates focused on the new Label functionality, which will provide users with a refined reporting experience. Key enhancements include the addition of a new column for Labels within the dataset. Furthermore, expanded filtering options are being introduced, allowing users to filter Sales Orders based on various Label properties, such as the Label’s value, the user who applied the Label, the date the Label was applied, and whether a Label is present (Yes/No).
Tomorrow Period Filter
The Report Builder has been enhanced with a new Tomorrow period filter, allowing for quick isolation of data relevant to the next day. This addition streamlines reporting and significantly increases planning accuracy across various functions, including operations, sales, and logistics. It also works seamlessly with existing relative time filters to deliver timely insights.
Tasks Updates
Task Description Emoji Support
Task Descriptions will now accurately display emojis instead of generic question marks. Users can easily add emojis to the Task Descriptions by copying/pasting them directly into the text box, or by including them in messages sent via email using the Email to Task feature.
Created By Search Filter on Tasks List
There’s a new search filter on the Striven Tasks List. Users can now use the Created By filter on the Search panel of the Tasks List to narrow down their results by the person who created the Task.
View Sales Order Details from Task
The new View Sales Order Details from Task feature allows users with the appropriate User Role permissions to view the associated Sales Order details directly from a Task. This new option can be found on the hover menu for the Sales Order field on a Task indicated by the list icon. Clicking on this icon displays a popup showing the Line Item details and totals from the related Sales Order.
To use this feature, a user must have at least one of the following permissions:
- “Sales Orders - View”
- “Sales Orders - Add/Edit”
- “Sales Orders - Add/Edit (only items view)”
It is important to note that users with the “Sales Orders - Add/Edit (only items view)” permission will not be able to see monetary values, including price, cost, or other accounting fields.
UI Updates
Attachment Upload Limit Increase
In an effort to increase productivity, we have increased the number of files that can be uploaded at one time when uploading Attachments in Striven to 100 files.
Table Feature in Striven Editors
The Striven Editor for entities such as Tasks, Projects, and Opportunities now supports table creation and formatting. You will find the Insert Table feature on the top of the editor field, indicated by a table grid icon. Users can insert tables (specifying rows/columns) and resize them via drag and drop. A contextual menu offers options to insert/delete rows or columns, and merge/split adjacent cells (horizontally or vertically). Table alignment (Left, Center, Right) is also customizable.
Manually Related Entities Update
An important update was made to the Manual Relating feature from our previous Striven Release. The Related To information popup will now also display the Transaction Totals.
Workflow Updates
Update to Trigger Creation
Creating Workflow triggers just got a whole lot easier. Users can now choose an existing report as a Workflow Trigger, eliminating the need to create a new filter. Selecting a relevant existing report immediately updates search results. Once chosen, the Select and Delete buttons for that report are hidden to prevent any conflicts or duplications. For further details about this update, visit our Workflows Guide.
Create Opportunities with Workflows
Workflows are now capable of automatically generating Opportunities within Striven, enhancing the system’s standard Action functionality. A key enhancement for the Opportunities Workflow Action is the requirement to select and assign an Opportunity Type. This ensures that all newly created Opportunities are immediately and accurately categorized.
BCC Option in Send Email Action for Workflows
Send Email Actions in Workflows now include an option to BCC the “From” employee specified in the Action settings. By selecting the BCC the “From” checkbox, the Employee set as the email’s “From” will privately receive a copy of the email. Keep in mind that if multiple recipients are selected, the “From” Employee will receive a separate BCC for each individual email sent.
Security Updates
Please review the following settings and adjust your User Roles for these new permissions as needed:
- “Approved Orders - Edit Attachments”
- “Location Dashboard - Copy to other users”
- “Discussions: Templates Manage All”
Notifications & Portal Content Additions
The following Email and Portal content have been added:
- Added a hyperlink to the Sales Order Name and Number merge fields on the “Task Created” email notification. For Employees, it will direct you to the Sales Order Info page in Striven; for Contacts, it links to the Customer/Vendor Portal.
Report Builder Additions
The following lists updates and additions to the Report Builder Data Sets in this release:
- Added Referring Contact filters and columns to the Customers Dataset
- Added Timesheet Status, Approved By, and Approved On filters and columns to the Timesheets Dataset
- Added CustomStatusId column to the Tasks Dataset
- Added Require Deposit, Deposit Percentage, Deposit Amount, Deposit Class, and Format filters and columns to the Sales Order Dataset
- Added Primary Contact relationship to the Customers Dataset
- Added Primary Contact relationship to the Vendors Dataset
- Changed all Created On filters and columns to Date Created in all Datasets
- Changed all Last Modified filters and columns to Date Last Modified in all Datasets
- Added Has Access to Portal column in Candidates Dataset
- Added Postal Code and Automatic Tax Rate Enabled columns and filters to the Tax Code Dataset
- Added a Labels column & filter in the Sales Orders Dataset
- Ability to see the Customer Location Custom Fields on Bill To/Ship To Locations in the Report Builder when running with AR Transaction Dataset
Striven operates on a quarterly release cycle to ensure high-quality updates. This approach allows us to thoroughly test features and deliver a reliable experience. However, we encourage all users with critical business integrations to verify all integrations are still functioning as expected immediately following the release. If there is any need, our support team is standing by. Please submit a ticket or email us at Support@Striven.com for immediate support.