What's New in
Codechime ERP
Explore newly released capabilities, operational enhancements, and system improvements shipped across the Codechime modular ecosystem.
Sales Order Search, Point of Sale Enhancements, Loyalty Points Sync & Reorder Forecasting
Official 1.5.0 release.
Improvements & Enhancements
- Quick Points Recalculation: Added a recalculate shortcut directly inside the completed order rewards preview so team members can synchronize points without leaving the rewards window.
- Alphabetical Reward Sorting: Browse and select eligible customer reward items in alphabetical order within the Point of Sale screen for faster lookup during checkout.
- Point of Sale Customer Registration Date: Cashiers can now immediately see when a customer first joined or registered directly within the Point of Sale screen and customer information window.
- Persistent Sales Order Search: Refreshing your browser while searching sales orders or browsing pages now preserves your active search term and page location.
- Latest Orders Priority in Sales Search: Searching sales records by customer name, mobile number, or notes now arranges matching orders by newest first so recent orders appear right away without scrolling.
Reliability & Fixes
- Reorder Forecast Delivery Tracking: Corrected reorder forecasting to calculate replenishment timing as soon as orders are delivered, ensuring predictions are generated immediately regardless of pending payment terms or order completion status.
- Resolved an issue where completing delivered orders through delivery planning could skip automatic reward points accumulation and redemption deduction in the customer ledger.
- Corrected an issue in the customer rewards window where previous and new point balances were miscalculated when an order included both redeemed gifts and earned points.
- Fixed an issue where customer loyalty point recalculation did not properly reset balances to zero after periods of inactivity exceeding the configured threshold.
- Sales Order Search & Modal Responsiveness: Resolved an issue in the Sales Order list where performing multiple searches or switching between customer details and reward message windows could cause action buttons to stop responding.
- Mobile Field Tooltips: Fixed an issue on mobile devices where tapping informational tooltip icons beside form fields (such as discounts) failed to display details or immediately closed.
Loyalty Rewards Message Accuracy
Resolved loyalty rewards message balance calculations on completed sales orders and added quick message access directly from customer profiles.
Improvements & Enhancements
- Rewards Message Access: The Rewards message button now also appears directly inside the Customer information panel, so staff can quickly copy and send a customer's current reward points summary without having to search for a specific sales order first.
Reliability & Fixes
- Resolved an issue where the Rewards message on an older completed sales order displayed an incorrect Previous Balance and New Balance when the customer had newer orders recorded after it. The Rewards button now only appears on the customer's most recent completed order, ensuring the message always reflects the accurate, up-to-date reward points balance.
Reward Points Calculation & Order Usability Updates
Resolved customer reward point balance discrepancies in POS and customer recalculation, added full recalculate from program start, updated copyable order summaries to display balance, and restored mobile touch support for tooltips.
New Capabilities
- Full Reward Points Recalculation: Perform a comprehensive recalculation directly from Point of Sale and Customer Details to recompute loyalty points across the entire completed order history.
Improvements & Enhancements
- Customer Reward Points Setup: Customers automatically start with zero reward points upon registration without requiring manual balance initialization in the Point of Sale.
Reliability & Fixes
- Resolved an issue where order reward previews and customer point recalculation could display outdated or lower point balances on uncompleted sales orders.
- Updated customer-facing order summaries in Point of Sale and Sales Order details to clearly show Balance instead of internal collection labels when copying order details.
- Resolved an issue where tapping help and informational icons beside form fields on touch devices failed to display the guidance message.
POS Customer History, Logistics Auditing, Workspace Notes & In-App Guide
Official 1.4.0 release.
New Capabilities
- Driver Settlement Auditing: Review comprehensive delivery settlement histories, tracking completed orders, collected payments, approved expenses, and cash remittances in a dedicated audit console.
- Workspace Notes & Documentation: Create, search, and manage secure team notes and operational memos directly within your workspace.
- Customer Reorder Analytics & Cadence Tracking: Monitor customer purchasing intervals across sales registers and contact directories to identify loyal repeat buyers and detect overdue reorder cycles.
- Point of Sale Customer History: Review customer lifetime purchase metrics, recent transaction records, and reload items from previous orders directly into the active register with a single click.
- Online Order Confirmation Workflow: Guard retail web orders behind an operator review step, alerting sales teams on the order dashboard and holding payment instructions until reviewed.
- In-App Owner Manual & User Guide: Access step-by-step operating procedures, cashiering workflows, and loyalty configuration guides with real-time topic search across the platform.
Improvements & Enhancements
- Customizable Loyalty Reward Tiers: Configure, reorder, and refine point redemption tiers and reward item catalogs tailored to your specific business promotion strategy.
- Customer Checkout Order Notifications: Allow shoppers on storefront portals to optionally provide an email address to receive immediate order confirmation updates and fulfillment tracking.
- High-Performance Order Processing: Dramatically accelerated sales order listing and navigation by eliminating redundant data loading across order rows.
- Mobile-Optimized Pagination: Navigate extensive data tables smoothly on mobile devices and tablets with responsive touch scrolling controls.
- Collapsible Register Insights: Keep the checkout screen compact by viewing customer spending histories and reward redemption lists within expandable cards.
- Individual Loyalty Point Recalculation: Recalculate and synchronize reward point balances for a specific customer directly from their profile without affecting other accounts.
- Contextual Guidance & Touch Tooltips: Hover or tap on help icons across settings and register fields to view explanations of discount calculations, point earning rules, and redemption thresholds.
- Clean Order Copy Formatting: Automatically remove internal tags, deduplicate order blocks, and trim spacing when copying order summaries for customer messaging.
Reliability & Fixes
- Resolved an issue where generating a customer reward message from a completed sales order could fail to load.
- Ensured that recalculating customer reward points preserves previous manual balance adjustments and corrections.
- Resolved an issue where opening team note details or driver settlement audit breakdowns could cause display errors.
- Prevented delivery orders from being marked as completed before driver collections and expenses are fully balanced and settled.
- Resolved an issue where table pagination controls could be clipped on narrow mobile screens.
- Resolved an issue where recalculating loyalty points without a selected customer could fail.
- Fixed a cashier register error when selecting reward items during sales checkout.
- Resolved missing image display errors on uploaded payment proof documents.
Batch Catalog Management, Location Groups & Public Changelog
Official 1.3.0 release.
New Capabilities
- Batch Catalog Spreadsheet Tools: Effortlessly export and import your product catalog via spreadsheet, allowing rapid bulk configuration of customer-facing products, categories, size variants, and delivery profiles in seconds.
- Regional Delivery Location Groups: Organize delivery destinations into operational zones with shared shipping rates, packaging restrictions, and free delivery thresholds that automatically apply across all destinations in the group.
- Public Product Changelog: Dedicated public changelog at codechime.com/changelog, enabling prospective customers and team members to explore newly shipped ERP capabilities, performance optimizations, and system updates directly without logging in.
Improvements & Enhancements
- Pre-Import Dry Run Verification: Safely inspect spreadsheet uploads with instant summary statistics and real-time error checks to prevent typos or misconfigurations before changes touch your live catalog.
- Flexible Regional Delivery Pricing: Seamlessly support both fixed delivery charges and quantity-based free shipping incentives based on customer destination zones.
- Mobile Quickstart Stepper: Redesigned the 4-step setup checklist on mobile and tablet screens into a collapsible active stepper, keeping your current action prominent without needing excessive vertical scrolling.
- Transparent Version Tracking: Real-time search and release type filters allow visitors to quickly find specific operational features, major launches, and reliability improvements across all system releases.
- Release Note Guardrails & Visibility: Automated pre-flight validation and visibility controls ensure all changelog entries remain outcome-focused, while supporting internal workspace release notes where appropriate.
Reliability & Fixes
- Customer Catalog Availability: Resolved an issue where unlinked packaging options could cause products to show as unavailable for delivery or calculate inaccurate shipping charges.
- Resolved an issue where newly registered business owners encountered a permission error when attempting to add their first product or create a sales order from the dashboard setup checklist.
- Fixed button label formatting on setup checklist cards to ensure navigation arrows render cleanly across all devices.
Customer Loyalty & Payment Methods
Official 1.2.0 release.
New Capabilities
- Custom Company Payment Channels: Configure, order, and activate your business's accepted payment methods, dynamically integrating your payment options directly into the sales order payment modal.
- Customer Loyalty & Reward Points: Automatically reward repeat customers by accumulating points on completed and paid orders, redeemable for free gift items directly inside sales orders.
- Loyalty Program & Expiration Rules: Configure program earning rules, inactivity expiration periods, minimum spend redemption thresholds, and reward item tiers from the Loyalty Rewards Settings screen.
Improvements & Enhancements
- Pre-Filled Customer Contact Editing: Pre-populates existing addresses in a multi-line text area and fills contact numbers when editing customer records for faster updates.
- Instant Channel Status Toggles: Quickly activate or retire payment options without affecting previous sales and accounting records.
- Touch-Optimized Payment Settings: Reorder payment channels with intuitive sequence controls and manage settings comfortably on mobile and tablet screens.
- Customer Reward Points Ledger: Full transaction audit trail displaying points earned, redeemed, running balances, and transaction notes per customer.
- Personalized Reward Messaging: Instant one-click generation and copying of formatted reward balances and confirmation text ready to share with customers via messaging apps.
Reliability & Fixes
- Ensured that dismissing the Founder Quickstart Checklist is permanently remembered across sessions and logins.
- Resolved an issue where dialog boxes could turn blank after selecting or updating customer labels.
- Fixed address parsing when creating sales orders to ensure complete addresses and landmarks are fully retained.
- Fixed an intermittent issue where modal dialogs sometimes failed to open after performing a search in Sales Orders.
Feedback & Workspace Platform Update
Official 1.1.0 release.
New Capabilities
- In-App Team Feedback: Submit product ideas, bug reports, and suggestions directly to the product team from the navigation menu and footer.
Improvements & Enhancements
- Automated Feedback Context: Submissions automatically attach relevant workspace details so the product team can review and follow up quickly.
- Mobile Screen Optimization: Compact spacing across dashboards and tables to maximize readable area on smaller screens.
- Brand Consistency: Updated navigation headers to consistently reflect the Codechime brand identity.
- Social Link Previews: Enhanced link sharing previews with high-contrast branded cards for platforms like Facebook Messenger and WhatsApp.
Reliability & Fixes
- Driver Settlement Reports: Resolved an issue where completing a settlement report from Delivery Planning could trigger an unexpected error.
- Multi-Company Switching: Resolved an issue where users belonging to multiple companies could encounter a navigation error when switching workspaces.
- Mobile Table Scrolling: Restored horizontal touch scrolling on data tables when viewing on mobile devices and narrow screens.
- Mobile Approval Controls: Fixed an issue where approval buttons in Settlement Reconciliation were cut off or hidden on mobile screens.
- Table Action Alignment: Aligned table action buttons consistently with the top row of each entry.
- Subscription Checkout: Resolved an issue where selecting a subscription plan in Billing could cause the payment window to fail to load.
- POS Address Auto-Population: Fixed address parsing so addresses starting with building, floor, or unit numbers are properly preserved.
Codechime 1.0.0 Commercial Release
Official commercial launch of the Codechime modular ERP platform.
New Capabilities
- In-App Extra Seats & Team Management: Add or remove workspace team members dynamically with automated prorated billing on your existing subscription cycle.
- Official Tax Invoices: Secure one-click downloads of official PDF VAT invoices directly from your billing history.
- In-App Release Notes: Dedicated changelog screen to explore new platform features, enhancements, and product updates.
- Automated Team Permissions: New features and screen permissions are now automatically assigned to team positions without manual reconfiguration.
- Uninterrupted Workspaces: Seamless platform updates ensure your team can keep working without unexpected session logouts or disruptions.
- Starter & Growth Subscription Plans: Choose between flexible monthly or discounted annual billing tailored to your team size.
- 14-Day Free Trial: Test drive all features with automated onboarding and optional one-click trial extensions.
- Usage Quotas & Protection: Proactive capacity banners keep you informed as your workspace approaches seat or monthly order limits.
- Delivery Dispatch & Route Planning: Organize, batch, and optimize customer delivery routes with streamlined dispatch controls.
- Mobile Driver Fulfillment Portal: Dedicated mobile portal for delivery drivers with digital Proof of Delivery (POD) signature and photo uploads.
- Driver Cash Collections: Track and reconcile cash-on-delivery payments collected by drivers with complete remittance records.
Improvements & Enhancements
- Streamlined Navigation: Separated Team Access Management from Company Settings for faster access to daily administrative tools.
- Live Workspace Status: Added an active business switcher and current plan status badge directly in the top header.
- Clean Invoice Formatting: All invoices and billing receipts now display clear, standard currency amounts ($149.00 USD).
- Modernized Pricing Overview: Enhanced the public landing page with interactive plan comparisons and annual savings toggles.
- Instant Account Synchronization: Upgrading plans, renewing subscriptions, or adjusting seat counts updates your workspace capabilities immediately.
- Faster Mobile Reordering: Placed action buttons at the top of each reorder forecast card on mobile so you can act immediately without excessive scrolling.
- Side-by-Side Desktop Reordering: Reorder forecast action buttons now align cleanly next to customer information on desktop screens.
- Integrated Route Tracking: View assigned delivery routes and driver status directly inside customer sales orders.
Reliability & Fixes
- Protected Team Access: Prevented reducing extra seat counts below your currently active team size to avoid accidental lockouts.
- Immediate Invoice History: Resolved an issue where recent payment receipts were not appearing in billing history immediately after seat updates.
- Permanent Founder Workspace Access: Safeguarded internal founding workspace against accidental expiration.
- Mobile Card Tap Accuracy: Corrected a reorder forecast card layout issue on mobile screens to prevent accidental taps on adjacent customers.
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