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Product Changelog & Updates

What's New in Codechime ERP

Explore newly released capabilities, operational enhancements, and system improvements shipped across the Codechime modular ecosystem.

Current Production: v2.2.0 • Build r167
v2.2.0 ✨ New Features Active Production Version
Build r167 •

Release v2.2.0

Official 2.2.0 release.

New Capabilities

  • Category Removal: Delete obsolete, misspelled, or empty categories directly from the catalog workspace or category editor with built-in safeguards that prevent accidental deletion of categories still holding products.
  • Item Unlinking: Unlink individual items from catalog products and options directly from the catalog view or item setup dialog to quickly retire discontinued product combinations from your online store.
  • Multi-Customer Conversation Management: Keep multiple customer inquiries organized in dedicated conversation tabs, allowing staff to switch seamlessly between customer discussions and delete completed chats when resolved.
  • Turn-by-Turn Dialogue Builder: Record customer messages and brand replies with one tap, automatically prefixing conversation turns with your registered business brand name without manual typing.
  • Internal Staff Guidance Across Tasks: Supply custom instructions, temporary discounts, out-of-stock guidance, and delivery notes directly into prompts across all messaging, comment, and order preparation tasks to steer AI responses.
  • Multi-Location Account Management: Create and organize distinct financial accounts across cash registers, bank accounts, and mobile digital wallets with accurate starting and real-time balances.
  • Account-to-Account Transfers: Move funds seamlessly between cash drawers and bank accounts with automatic debit and credit balance updates across locations.
  • Automated Transfer Charge Recording: Capture transfer fees automatically as categorized business expenses under Bank / Transfer Charges linked directly to the funding source.
  • Ending Cash Location Reporting: Audit starting balances, period inflows and outflows, and closing cash distributions across all business accounts for any date range.
  • Official Social Media Connectivity: Follow Codechime on Facebook and Instagram directly from the workspace footer and navigation drawer to stay up-to-date with tips and announcements.
  • Mobile Bottom Navigation Bar: Switch seamlessly between Dashboard, Point of Sale, Product Catalog, and Full Menu with thumb-friendly controls on smartphones.
  • Smart Delivery Address Matching: Point of Sale automatically matches and selects existing customer addresses from pasted order text, and offers an instant one-tap action to save newly detected addresses.
  • Segregated Product Recommendations: Customer recommendations from AI are automatically separated from internal fulfillment notes, providing a dedicated one-click copy box right after submitting orders.
  • Household Address Match Detection: Instantly alerts staff when registering a new customer whose address matches an existing account, making referral reward programs effortless to verify.
  • Legacy Product Special Exemptions: Allows authorized staff to search and add discontinued or inactive catalog products for loyal customers requiring grandfathered item fulfillments.
  • Complimentary Item Support: Authorized staff can now add promotional free items and courtesy replacements directly in Point of Sale with zero pricing.
  • Intelligent Quick Paste Detection: Automatically identifies free items from unstructured pasted orders using standard free notation without misidentifying products with free-themed names.
  • Zero-Total Order Fulfillment: Seamlessly process, deliver, confirm zero-balance payments, and complete sales orders comprised entirely of complimentary items.
  • Free Items Statistics & Reporting: Gain clear operational visibility into promotional product giveaways with dedicated analytics tracking total free units distributed, foregone retail value, and product cost.
  • Customer Account Authentication: Sign in with your registered mobile phone number or email address to view your order history and manage your delivery details in one unified portal.
  • Zero-Waste Portal Dashboard: Monitor your accumulated Senzai Reward Points, view single-use plastic bottles saved through doorstep refills, and duplicate your previous orders with one-click quick reordering.
  • Effortless Checkout Autofill: Enjoy automated pre-filling of your contact details, delivery addresses, and corporate billing information when placing orders online.
  • Unified Task Workspace: Access both your personal to-do assignments and delegated team deliverables within a single, streamlined Tasks destination.

Improvements & Enhancements

  • Storefront Category Filtering: The online ordering portal now automatically excludes empty categories from both the navigation sidebar and product list for a cleaner customer browsing experience.
  • Automatic Chat History Persistence: Active customer conversations and notes are saved automatically, ensuring no messages or dialogue context are lost when navigating away or closing the browser.
  • Raw Chat Transcript Importer: Easily paste complete chat transcripts copied from social media channels to convert full conversations into structured turns in a single click.
  • Reset Confirmation Safeguards: Accidental clicks on template reset options now request confirmation, protecting custom prompt edits and knowledge configurations from unintended deletion.
  • Streamlined Message Composer: Eliminated redundant disclaimer toggles from the message screen, allowing active brand knowledge settings to cleanly determine disclaimer inclusions.
  • Mobile-Friendly Email Hub: Access incoming customer inquiries, folders, and shared team mailboxes seamlessly on mobile phones and tablets with an intuitive slide-out navigation menu.
  • Streamlined Mobile Reading & Replies: Read customer messages and send replies with dedicated full-screen views, touch-friendly action buttons, and effortless one-tap back navigation.
  • Inline Task Descriptions: Review complete instructions and deliverable details directly on your task cards without opening modal dialogs.
  • Accurate Delegation Attribution: Instantly see who assigned each action item to you and who you assigned team tasks to with clear labels.
  • Responsive Operational Dashboard Grid: View pending assignments and delegated deliverables side-by-side with mobile-friendly touch controls.
  • Modernized Orders and Inventory Overview: Track pending fulfillment breakdowns and inventory asset valuations with polished, high-contrast metric cards.
  • Quick ERP Navigation: Jump immediately to tasks, order entry, and inventory stock management directly from the dashboard header.
  • Real-Time Account Balance Sync: Automatically adjust financial account balances whenever income payments or business expenses are recorded or voided.
  • Reversible Fund Transfers: Safely reverse erroneous transfers with automatic balance restoration and automated transfer fee voiding.
  • Seamless System Upgrades: Experience a reassuring, informative update screen during scheduled maintenance that verifies the safety of your business records and automatically reconnects once complete.
  • Transparent Platform Status: Receive real-time, outcome-focused notices during routine platform tune-ups across both web and companion mobile apps.
  • Currency-Neutral Price Inputs: Removed region-specific currency symbols from catalog inputs to ensure clean numeric entry for global businesses.
  • Fast Mobile Product Creation: Added quick-tap unit pills and auto-filled stock quantities to make adding inventory effortless on mobile phones.
  • Simplified Single-Price Product Setup: Adding products to your catalog now requires only a single selling price instead of complex multi-tier distributor prices.
  • Custom Business Name at Sign-Up: Set your official store or business name directly during registration, eliminating temporary auto-generated workspace labels.
  • Direct POS Quickstart Workflow: New business founders are now guided straight into the touch-friendly Point of Sale to create their first sales transaction with ease.
  • Friendly Catalog Zero-States: Empty product lists now display clear guidance and prominent shortcut buttons to help you add your first inventory item.
  • Automated AI Helper Prompt Reset: Submitting a sales order automatically clears all previous prompt details and outputs so staff starts with a clean slate for the next customer.
  • Flexible Phone Number Anonymization: Protects sensitive customer phone numbers containing spaces or hyphens when preparing orders with Gemini, and reliably restores them upon transfer.
  • Order Item Free/Paid Toggling: Easily toggle items between free and standard catalog pricing directly from the order item list without having to re-search products.
  • Reorder Forecast Inclusion: Promotional and complimentary items are automatically factored into customer consumption rates and reorder reminders to keep repurchase cycles accurate.
  • 1-Click Phone Number Copying: Instantly copy customer contact numbers to your clipboard with a single tap, making it effortless to paste and look up customers in Meta Business Suite, WhatsApp, or chat channels.
  • Recent-First Lapsed Accounts Queue: Prioritizes customers who lapsed recently (such as 3 months ago) at the top of the outreach list before historical accounts, enabling sales reps to reconnect when customers are most likely to reorder.
  • Live Order History Tracking: Browse past deliveries, monitor current preparation and shipment statuses, and upload payment receipts directly from your account history.
  • Delivery Defaults Management: Save personalized drop-off instructions and company tax details to speed up every recurring replenishment cycle.
  • Tabbed Workflow Organization: Effortlessly switch between tasks assigned to you and tasks you delegated to colleagues with instant status indicators.
  • Streamlined Task Delegation: Create, assign, and track team action items from any task view with a single tap on the assignment button.

Reliability & Fixes

  • Mobile Viewport Scrolling: Fixed an issue where email contents were pushed off-screen and conversation scrolling was restricted on small mobile displays.
  • Task Attribution Correction: Fixed an issue where assigned tasks previously displayed the assignor name under an inverted assignment label.
  • Product Image Upload: Resolved a runtime decoding issue when cropping and uploading product images in the catalog form.
  • Reorder & Navigation Reliability: Resolved an issue where repeating past orders or signing out would interrupt portal navigation.
  • Order Portal Location Memory: Saved delivery hubs and zones for existing customer addresses are now automatically recognized during checkout without re-prompting.
v2.1.0 ✨ New Features
Build r166 •

Release v2.1.0

Official 2.1.0 release.

New Capabilities

  • Prompt Section Customization: Tailor exactly which brand document sections are included in AI Prompt Copilot tasks, allowing full control over brand context for customer chats, orders, and reorder outreach.
  • Document Parsing Diagnosis: Review a comprehensive status summary in the Brand Knowledge hub that verifies all document sections, headings, and guidelines are structured properly.
  • Document Coverage Health Audit: Inspect real-time parsing coverage with detection for unheaded introductory text and smart heading formatting recommendations.
  • Unread Email Badges: Stay instantly informed of pending customer emails with real-time notification counters on the main navigation menu that clear automatically when inquiries are opened.
  • Professional Recipient Inbox Branding: Access comprehensive in-app guidance and configuration tools to display your official company logo in customer inboxes such as Gmail, Yahoo, and Apple Mail.
  • Order Turnaround Analytics: Track elapsed waiting times from sales order creation to delivery fulfillment with average turnaround metrics, fastest and slowest delivery benchmarks, and daily volume correlation charts.
  • New vs Repeat Sales Segregation: Compare revenue streams between newly acquired buyers and returning repeat customers, complete with revenue shares, order counts, and average order value comparisons.
  • Customer Segment Revenue Filters: Drill into dedicated sales reports for new customers or repeat buyers with detailed daily trends and product purchasing breakdowns.

Improvements & Enhancements

  • Branded Recommendations Context: Enriched Sales Order and Reorder prompts with core brand identity, persona guidelines, and tailored product recommendation rules to deliver branded advice instead of generic responses.
  • Robust Heading Recognition: Enhanced document sectioning to seamlessly parse variable-length section dividers, bracketed titles, and multi-line headers without dropping content.
  • Persistent Chapter Selection: Keep the document chapter drawer open while making selections so you can customize multiple chapters without the list closing between clicks.
  • Refined Outbound Message Avatars: Outbound email replies now showcase the sending staff member's authentic profile image and verified mail styling inside the conversation stream.
  • Fulfillment Audit Log: Inspect individual completed orders with precise turnaround durations and delivery timestamps to pinpoint operational bottlenecks.

Reliability & Fixes

  • Unread Message Indicators: Updated the floating chat launcher badge to reflect the exact number of unread incoming messages across your conversations so you never miss new team or customer inquiries.
  • Email Inbox Responsiveness: Fixed an issue where syncing mailboxes or opening complex HTML customer emails could freeze page buttons and navigation, ensuring seamless real-time thread browsing and uninterrupted messaging.
v2.0.0 🚀 Major Release
Build r165 •

Release v2.0.0

Major milestone release introducing the Brand Knowledge Hub & AI Prompt Copilot, Integrated Workspace Email Client, and Free Forever Plan.

New Capabilities

  • Brand Knowledge Hub: Centralize company brand voice, product usage rules, scent profiles, and expectation disclaimers into a single master document that automatically organizes into structured operational sections.
  • AI Prompt Copilot: Generate comprehensive, context-aware prompts for customer direct messages, public social comments, sales order processing, and internal team brainstorming ready for Google Gemini.
  • Intelligent Price Reconciliation: Automatically cross-reference master brand document pricing against catalog items with a guided review-and-sync modal before applying catalog updates.
  • Reorder Outreach Prompts: Copy tailored AI reorder outreach prompts directly from active, single-order, and lapsed customer forecast lists to engage recurring buyers.
  • In-App Email Hub: Read incoming customer inquiries and compose outbound messages directly within your workspace without logging into external webmail websites.
  • Shared Team Inboxes: Connect centralized customer care or sales addresses so your entire support desk can collaborate on client messages simultaneously.
  • Flexible Send As Addressing: Choose whether to reply to customers using your shared department address or your personal work email identity on any conversation.
  • QuickType Deletion with Confirmation: Remove outdated text shortcuts and expansion macros with a dedicated confirmation prompt to keep your snippet library tidy.
  • Modified Timestamp & Sorting: Track exactly when each text shortcut was last updated, with instant sorting options to spot outdated templates or organize shortcuts alphabetically.
  • Instant Feedback Access: Launch the feedback form directly from the top navigation bar or menu drawer across any workspace screen.
  • Free Forever Workspace: Operate your business indefinitely with zero expiration date, 1 user seat, and up to 100 sales orders each month without requiring a credit card.
  • Real-Time Quota Tracking: Monitor your monthly order usage and seat limits with interactive visual progress meters directly from your subscription management screen.

Improvements & Enhancements

  • Automated Data Privacy Vault: Protects customer contact information by replacing phone numbers, names, tax IDs, and addresses with secure privacy placeholders when assembling prompts for external AI tools, and automatically restores the real customer records upon transferring back into Point of Sale.
  • Smart Business Category Detection: Analyzes customer accounts and addresses to detect business types such as hotels, restaurants, laundromats, and residential communities, providing intelligent context for reorder recommendations while excluding private contact numbers.
  • One-Click Prompt Copying: Copy fully assembled task prompts and customer details to the system clipboard in a single click.
  • POS Price Synchronization: Receive immediate price mismatch warnings on the Point of Sale with instant one-click catalog price synchronization.
  • Zero Technical Setup: Connect business mailboxes using just your email address, display name, and password with automatic background server routing.
  • On-Demand Inbox Refresh: Fetch the latest incoming messages with a single tap using the instant mail sync control.
  • Snippet Library Pagination: Browse large collections of text shortcuts with compact 25-per-page navigation controls, reducing page weight and load times.
  • Mobile-First Table Layout: Edit and delete buttons remain fully visible on smartphones and desktop screens without horizontal scrolling.
  • Free Plan Quota Consistency: Free workspaces can create up to 20 custom text shortcuts, matching the free mobile text expander app limit.
  • Simplified Feedback Submission: Share suggestions and general thoughts with a clean title and description without wading through unnecessary technical selectors.
  • Collapsible Bug Reporting: Keep standard feedback simple while offering an optional expandable section for technical reproduction steps when reporting unexpected issues.
  • Frictionless Business Onboarding: New workspaces start immediately on the Free Forever plan, removing the pressure of a 14-day trial expiration while keeping your data fully accessible.
  • Existing Account Conversion: Previous trial accounts are automatically converted to the Free Forever plan, restoring access without requiring account recreation.

Reliability & Fixes

  • Instant Search Reactivity: Quickly search, backspace, and correct shortcut queries with reliable results display.
v1.8.2 🛠️ Reliability & Fixes
Build r164 •

Release v1.8.2

Official 1.8.2 release.

Improvements & Enhancements

  • Runtime Security Baseline: Elevated system server runtime requirements to secure patched releases for resilient document handling.

Reliability & Fixes

  • Customer Profile Saving: Resolved an issue where saving customer details could unintentionally reset accrued customer reward points when the optional reward points adjustment field was left blank.
  • Multipart Data Shielding: Hardened file upload tracking configurations to maintain platform availability during intense data processing.
v1.8.1 🛠️ Reliability & Fixes
Build r163 •

Release v1.8.1

Official 1.8.1 release.

New Capabilities

  • Point of Sale Meta Sync: Send verified order conversion events to Meta Ads directly from the Point of Sale confirmation screen upon creating an order.

Improvements & Enhancements

  • Website Purchase Attribution: Attribute manual conversion events to active advertising campaigns as website purchases with customer phone and location matching for improved ad optimization.

Reliability & Fixes

  • Customer Mobile Attribution: Ensure customer mobile numbers are accurately matched with advertising profiles when reporting sales conversions.
v1.8.0 ✨ New Features
Build r162 •

Release v1.8.0

Official 1.8.0 release.

New Capabilities

  • Storefront Product Photography: Upload and crop high-resolution display images for catalog products to showcase real packaging on the customer online ordering portal.
  • Instant Support Responses: Automatically provides instant answers to customer inquiries about product pricing, formulas, packaging sizes, and delivery coverage without delay.
  • Interactive Inquiry Chips: Displays one-tap common question shortcuts so visiting customers can quickly explore product selections and regional shipping policies.
  • Interactive Support Simulator: Provides a dedicated sandbox to simulate customer questions, review real-time matching accuracy, and teach new knowledge rules in one click.
  • Automatic Email Follow-Ups: Dispatches personalized email notifications when support staff reply to offline customers, complete with secure links that resume active chat sessions seamlessly.
  • After-Hours Lead Capture: Collects visitor email addresses during closed hours so support representatives can promptly reach out next business day.
  • One-Click Rule Teaching: Allows support representatives to convert helpful answers or simulated questions into permanent automated knowledge rules with auto-populated keywords.
  • Attribution Key Matching: Automatically capture first-party ad click references and browser identifiers to improve conversion attribution and ad delivery match quality.
  • Private Scratchpad Notes: Keep personal checklists, reminders, and draft notes visible strictly to yourself by default, ensuring confidentiality from other team members.
  • Deferred Workspace Evaluation: Connected mobile and mini-app accounts now automatically preserve their full 14-day evaluation period until their first login to the web platform, ensuring owners get complete evaluation time regardless of when their account was initially created.
  • One-Click Automated Routing: Automatically groups unrouted sales orders into optimized delivery runs, prioritizing high-value orders and nearby customer addresses to reduce delivery expenses.
  • Interactive Route Preview: Generates an instant preview of proposed delivery batches with stop counts, total sales value, and estimated vehicle weights before creating records.
  • Standard Packaging Weights: Allows businesses to configure default weights for packaging units such as gallons, sacks, and packs to accurately calculate payload even when individual products do not have weight entered.

Improvements & Enhancements

  • Integrated Image Cropper: Interactively crop and align uploaded product photos to a uniform 1:1 square aspect ratio with intuitive zoom and rotation controls for balanced card layouts on desktop and mobile devices.
  • Storefront Image Fallback: Seamlessly display product icons and emojis when photography is not configured, maintaining consistent catalog cards.
  • Catalog Visual Indicators: Display immediate photo thumbnails next to product names within the catalog management screen for effortless identification.
  • Expandable Live Chat Widget: Allows customers to maximize their live chat window into an expansive reading pane for comfortable multi-message discussions.
  • Knowledge Trigger Tracking: Displays total hit counts and recent real questions that triggered each rule to monitor customer inquiry trends over time.
  • Quick Button Customization: Enables managers to rename website suggestion buttons and customize their automated responses directly within the support assistant interface.
  • Autonomous Chat Control: Lets team members easily hand conversations back to the automated assistant once live inquiries are resolved.
  • Comprehensive Web Event Tracking: Dispatch add-to-cart and checkout milestone events across online ordering portals to ensure full visibility into customer shopping journeys.
  • Preserved Customer Attribution: Retain original customer browsing indicators on sales orders for accurate manual verification and synchronization.
  • Environment Protection Safeguard: Prevent live event dispatches during non-production testing unless a verified test code or dev mode is active.
  • Team Sharing Visibility: Choose to publish individual operational memos, standard operating procedures, and shift handovers to your entire company team whenever collaboration is needed.
  • Clear Privacy Badges: Easily recognize which workspace notes are private to you and which notes are shared with colleagues via clear visual indicators directly on note cards and viewing dialogs.
  • Collapsible Order Adjustments: Compactly organize notes, delivery instructions, itemized discounts, and charges into collapsible panels with real-time summary badges for faster order creation on mobile devices.
  • Safer Order Sync Confirmation: Require confirmation before dispatching sales orders to advertising audiences, with improved button spacing away from order management actions.
  • Quick Paste Order Import Expansion: Display the text order import panel open by default on the Point of Sale screen to accelerate order entry for phone and counter sales.
  • Transparent Order Confirmation Status: Informs customers immediately upon checkout that their order has been securely received and queued for dispatch review, replacing indefinite loading indicators with calm status guidance.
  • Review Schedule Expectations: Outlines operating review hours and turnaround expectations so buyers understand when payment instructions will unlock without waiting on the screen.
  • One-Tap Tracking Link Copy: Enables shoppers to copy their dedicated order tracker link to their clipboard in one tap with instant visual confirmation.
  • Safe Navigation Guidance: Reassures customers that they can freely close their browser window and look up their order status anytime using their mobile number.
  • Adaptive Vehicle Capacity: Balances mixed customer orders against vehicle weight limits and maximum stop thresholds to prevent overloading delivery motorbikes and vans.
  • Continuous Route Sequencing: Automatically sequences delivery stops outward from the depot to minimize backtracking and optimize travel time for dispatch drivers.
  • Unidirectional Order Approval: Ensure confirmed orders remain locked in confirmed status across Delivery Planning and Sales Order screens, protecting dispatch teams from accidental misclicks and preventing confusion on fulfillment routes.
  • Deduplicated Customer Notifications: Automatically track confirmation dispatch history on customer orders so re-verifying orders never sends redundant confirmation emails to buyers.

Reliability & Fixes

  • Offline Contact Form Stability: Prevents the email collection field from resetting unexpectedly while customers type their contact information.
  • Mismatched Security Key Recovery: Prevent system errors when viewing sales orders after restoring records across environments with different security keys, alerting administrators to enter fresh access credentials.
  • Extensive Note Storage: Resolved an issue where saving extensive or multi-page workspace notes prevented the notes dashboard from loading properly.
  • Eliminated duplicate discount and charge labels on the Point of Sale screen for a cleaner layout.
  • Resolved an authentication cipher mismatch error when accessing marketing settings across updated workspaces.
  • Smooth Contact Entry: Prevents intermittent connection interruptions and page load errors while entering customer email addresses and delivery contact details during online checkout.
  • Evaluation Clock Preservation: Fixed an issue where workspaces created through mobile tools had their evaluation countdown start prematurely before accessing the full business management platform.
  • Unassigned Delivery Order Creation: Resolves an issue where route suggestion generation required manual finalization of individual orders.
v1.7.0 ✨ New Features
Build r161 •

Release v1.7.0

Official 1.7.0 release featuring Codechime Messenger, duplicate item detection & merge engines, Meta Ads server tracking, operational statistics enhancements, and itemized POS delivery notes & charges.

New Capabilities

  • Dedicated Team Messenger: Engage in organized 1-on-1 and group conversations directly inside your workspace without switching between separate external messaging apps.
  • Custom Collaboration Groups: Form team, department, or project chat groups with selected colleagues to coordinate operations and share instant updates.
  • Live Customer Support Queue: Review and respond to incoming customer and guest inquiries collaboratively as a unified customer care team.
  • Automated Duplicate Detection: Proactively alerts catalog managers directly on the items screen when products share nearly identical names, packaging units, or formatting variations.
  • Smart Merge Engine: Safely consolidates duplicate catalog items with transaction histories by transferring recorded sales, delivery assignments, and on-hand quantities to the official item without skewing reporting.
  • Safe Deletion Protection: Allows immediate removal of unused duplicate items while safeguarding items with existing order records by routing them through a guided merge workflow.
  • Hybrid Meta Tracking: Connect your storefront and sales operations with direct server event tracking to capture purchase activity accurately even through browser ad blockers.
  • Manual Curation Workflow: Selectively approve sales orders before sending them to Meta, ensuring your advertising campaigns train on only your highest-value customers.
  • Lifecycle Milestones: Automatically send payment confirmation and fulfillment completion milestones to your ad campaigns after qualifying orders are synced.
  • Smart Purchasing Search: Quickly find existing items and ingredients during purchase order creation even with abbreviations, multi-word queries, or minor spelling typos, preventing accidental duplicate creations.
  • Supplier Item Merging: Detect and consolidate duplicate items from the same supplier under Costs and Conversions, safely updating past purchase order history into a single clean catalog entry.
  • Ingredient Consolidation: Identify similar raw materials in production and merge them into unified records with automatic stock combination and recipe formulation updates.
  • Customer Retention & Loyalty Breakdown: Compare returning repeat buyers against single-purchase customers to evaluate customer retention rates, order frequencies, and revenue share.
  • Loyalty Rewards Analytics: Audit claimed promotional rewards with detailed breakdown tables per rewarded product and per loyalty reward tier.
  • Delivery Instructions if Unavailable: Record dedicated courier instructions specifying where to leave packages when recipients cannot be reached.
  • Segregated Customer Notes: Add and manage multiple distinct customer requests and delivery preferences cleanly separated from internal order notes.
  • Itemized Discounts with Descriptions: Apply and breakdown multiple discounts such as senior citizen privileges, vouchers, and promotional markdowns.
  • Itemized Additional Charges: Break down multiple delivery fees, express handling charges, or special service fees with clear labels.

Improvements & Enhancements

  • Responsive Dual-Pane Workspace: Seamlessly browse conversation threads and message feeds side-by-side on desktop, or view focused single panes on mobile screens.
  • Real-Time Message Sync: Automatically refreshes active conversations and updates read receipts across your devices so no critical messages are missed.
  • Team Directory & Presence: Quickly identify online colleagues and start direct private conversations with a single click.
  • Contextual Address Merge Actions: The Merge Addresses action now appears exclusively for customer records with detected duplicate or similar delivery addresses, eliminating clutter across unique customer listings.
  • Part Number Safeguards: Intelligent pattern matching preserves distinct model numbers, industrial codes, and size variations from being mistakenly grouped together.
  • Catalog Management Permissions: Introduced granular role permissions to control who can review and resolve detected inventory discrepancies.
  • Incomplete Assigned Tasks Focus: View only active, incomplete tasks on your main dashboard so you can immediately see work requiring action without completed items cluttering the view.
  • Created Tasks Incomplete Counter: Track outstanding items you assigned to team members directly on your dashboard with an instant count of pending tasks.
  • Marketing Specialist Role: Dedicated staff permissions allow marketing team members to manage ad tracking and qualify orders without needing full administrative access.
  • Environment Protection Safeguard: Restricts live advertising events to production deployments while providing test simulation tools to protect ad metrics from accidental test order pollution.
  • Proactive Duplicate Alerts: Helpful notification banners highlight similar item names across purchasing costing and manufacturing ingredients so teams can resolve duplications early.
  • Unit Compatibility Protection: Prevents accidental merging of incompatible measurement units while automatically scaling quantities when merging convertible units.
  • Catalog Cleanliness in Reports: Automatically omits inactive and obsolete products from item movement, reorder counts, and best-seller analytics.
  • Accurate Tag Ranking: Integrates untagged customer accounts directly into customer label rankings based on buyer count rather than placing them at the bottom.
  • Streamlined Modern Statistics: Retires legacy reporting screens in favor of faster, responsive operational analytics with interactive distribution charts.
  • Smart Text Parser Auto-Detection: Automatically parses pasted order text containing unavailable delivery instructions, multiple customer notes, itemized discounts, and fees.
  • Fulfillment Copyable Text Synchronization: Preserves standardized note headers, delivery instructions, and itemized financial lines when copying sales order details for drivers and customers.
  • Delivery Dispatch Inspection: Displays segregated unavailable delivery instructions and customer preferences directly within driver dispatch planning views.

Reliability & Fixes

  • Customer Rewards Message Copy: Restored instant one-click copying for customer rewards summary notifications in completed sales orders.
v1.6.0 ✨ New Features
Build r160 •

Release v1.6.0

Official 1.6.0 release.

New Capabilities

  • New Customer Item Breakdown: Inspect exact product quantities and sales values purchased by newly acquired customers during any reporting period.
  • Customer Tag & Segment Comparison: Compare purchase counts and sales revenue across customer labels and untagged buyers to evaluate B2B and retail performance.
  • Flexible Order Value Brackets: Group purchasing customers into customizable spend tiers and average order value brackets tailored to your catalog pricing.
  • Best Seller Rankings: Rank top-selling products by total units sold or gross sales revenue across customizable time horizons.
  • Catalog Best Sellers Management: Showcase your top-performing products either through automated sales volume calculations or custom manual curation directly within the Item Catalog.
  • Android Mobile Ecosystem: Access dedicated standalone Android mobile apps on Google Play for text shortcuts, customer order recording, financial tracking, task assignment, and note-taking on the go.
  • Duplicate Address Detection: Automatically identify customer profiles with duplicate or closely matching delivery addresses directly from the Contact Management screen.
  • Delivery Address Consolidation: Merge duplicate delivery locations directly within the customer profile, seamlessly transferring all associated sales orders and reminders to the primary address.
  • Custom Survey Form Builder: Create flexible feedback questionnaires with star rating scales, multiple choice selections, dropdown menus, and open comment prompts directly within customer relationship management.
  • Integrated Storefront Feedback Hub: Automatically collect customer ratings and feedback through dedicated feedback pages on your company website, allowing shoppers to review delivery speed and product satisfaction.
  • Customer Satisfaction Insights: Monitor overall satisfaction scores and review detailed individual responses in real-time to proactively address customer experience and logistics concerns.
  • Dedicated Operational Statistics & Visual Analytics: Explore interactive charts and visual breakdowns of sales volume, item order movement, customer acquisition, and repeat buying trends across customizable time horizons.
  • Formulation Import and Export: Rapidly create and manage product recipes using bulk spreadsheet import with built-in validation checks, automatic ingredient registration, and instant export.
  • Raw Materials and Phases Organization: Manage manufacturing supplies with dedicated workspaces for raw ingredients and intermediate blend phases, protected by deletion safeguards for materials used in active recipes.
  • Duplicate Address Merging: Easily consolidate duplicate or variant delivery addresses for a customer into a single primary address directly from customer management, seamlessly preserving past orders and reorder reminder schedules.
  • Price Quotations: Save price proposals and customer quotes directly from the Point of Sale without routing them into active delivery queues.
  • Custom Order Charges: Add delivery, shipping, and handling fees to sales orders with transparent receipt breakdown and real-time total calculations.
  • Official Sales Invoice Recording: Record distinct registered company names, tax identification numbers, and billing addresses in the Point of Sale without changing physical delivery destinations.
  • Dispatch Invoice Alerts: Highlight delivery batches containing orders that require official sales invoices with a persistent warning banner that clears once invoice numbers are recorded.
  • Purchase Order Lifecycle & Stock Receiving: Create purchase orders with flexible receiving and payment tracking, automatically updating raw material and product stock levels with unit conversions upon receiving goods.
  • Vendor Organization & Trade Classification: Distinguish commercial trade vendors from routine operational expense suppliers to keep supply purchasing organized and uncluttered.
  • Quick-Add Procurement Items: Seamlessly register new raw materials or finished products and establish vendor pricing directly while drafting purchase orders, eliminating the need to switch screens.
  • Reorder Forecast Customer Insights: Access full customer order history, account statistics, and prior purchases directly from any reorder notification entry without switching back and forth to sales orders.
  • Android Notes App Access: Easily access and install the companion Codechime Notes Android app via a direct link to Google Play within the Workspace Notes screen.

Improvements & Enhancements

  • Slow Moving & Inactive Stock Audit: Review unsold catalog items automatically sorted with never-sold products first, followed by products inactive for the longest duration alongside on-hand stock and tied-up inventory value.
  • Mobile-First Storefront Best Sellers: Highlight best-selling solutions at the very top of customer order portals with rapid-add size buttons, quick category navigation pills, and distinct visual badges.
  • Website Navigation & Resources: Added direct Google Play access links and mobile app overviews across the header navigation, footer, and dedicated mobile showcase section on the Codechime website.
  • Directory Search Filter: Instantly filter the contact directory to review customers flagged for duplicate delivery addresses with one click.
  • Accelerated Contact Management Loading: Optimized customer address analysis for lightning-fast directory loading and responsive searching.
  • Contextual Feedback Touchpoints: Easily direct customers to submit feedback via quick links in website headers, footers, and customer support pages.
  • Seamless Fallback & Date Filtering: Experience immediate data loading across standard and custom date ranges with clean empty states when reviewing fresh periods without historical transactions.
  • Exploded Recipe Summaries: Easily view comprehensive product formulations with ingredient concentration percentages and toggle between layered phases and flattened raw material totals.
  • Streamlined Production Orders: Monitor batch manufacturing with live search filtering, clear order progress summaries, and automatic inventory synchronization upon order completion.
  • Smart Address Recognition During Order Entry: Automatically detect when an entered address matches an existing customer delivery location using intelligent shorthand normalization, allowing one-click reuse to prevent duplicate records.
  • Smart Text Parsing: Accurately distinguishes multi-line delivery instructions from addresses, preserving instructions in notes and keeping street numbers from being misidentified as line items.
  • Mobile Guidance Tooltips: Tap information icons beside complex inputs on Android mobile browsers to view instant guidance without losing focus.
  • Delivery Stock Management: Automatically deducts warehouse inventory when orders are marked delivered, restoring stock if deliveries are reversed.
  • Intelligent Invoice Parsing: Automatically extracts bracketed billing details from order message text while preserving clean street addresses for route planning and delivery mapping.
  • Dispatcher Invoice Modals: View requested billing details and tax identification numbers directly within invoice number entry windows during order fulfillment.
  • Smart Supplier Selection & Quick-Pick: Speed up order creation with recent supplier shortcuts, search filtering, and seamless URL state persistence across page refreshes.
  • On-The-Fly Item Linking & Unit Conversions: Search and link new catalog items or ingredients directly within purchase orders while setting unit costs and purchase-to-inventory conversion ratios.
  • One-Click Purchase Order Sharing: Instantly copy formatted purchase order summaries with line items, quantities, and cost totals for quick messaging to suppliers.
  • Smart Supplier Search Suggestions: Quickly create and link unlisted supplies when searching vendor items during order creation.
  • Active Reorders Remaining Tracker: Instantly view the real-time count of remaining active customer reorders needing outreach directly above the reorders list.
  • Customer Rewards Profile Overview: View a collapsible customer order history summary directly within the rewards message window, including lifetime orders, account creation tenure, total spent, and reorder cadence.
  • Recently Modified Notes Prioritization: Workspace notes and mobile sync lists now display your most recently edited notes first by default, with sorting controls for creation date and alphabetical order.

Reliability & Fixes

  • Resolved an issue where viewing statistics for days with no recorded transactions could prevent interactive performance charts from loading.
  • Resolved an issue where measurement unit differences between recipes and raw materials could cause formulation volume calculation discrepancies.
  • Resolved an issue where purchase order creation screens could fail to reload supplier listings properly upon refreshing the page.
  • Resolved an issue where dialog windows could remain visible at the bottom of procurement pages or fail to open when adding a supplier.
  • Fixed an issue where item quantity and price fields in the purchase order creator could appear narrowed on mobile screens.
  • Sales Order List Stability: Resolved an issue where repeated rapid searches and modal interactions in the sales order list could cause page controls to become unresponsive.
v1.5.0 ✨ New Features
Build r159 •

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.
v1.4.2 🛠️ Reliability & Fixes
Build r158 •

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.
v1.4.1 🛠️ Reliability & Fixes
Build r157 •

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.
v1.4.0 ✨ New Features
Build r156 •

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.
v1.3.0 ✨ New Features
Build r155 •

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.
v1.2.0 ✨ New Features
Build r154 •

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.
v1.1.0 ✨ New Features
Build r153 •

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.
v1.0.0 ✨ New Features
Build r152 •

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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