Weekly changelogs of new features, UI improvements, and bug fixes shipped to the quotation management system.
The Sales Lead and Pipeline pages left staging for the Sales Department, arriving with a shared 32-country phone prefix picker, quote-request validation that names the missing field, and board polish covering rush-card ordering, column scrolling, Escape-to-close drawers and toasts that clear the drawer. Sales gained three certifications, two ingredient claims and an oz/container field for liquids, filters now survive page changes, Component Pricing moved onto the Sourcing tab beneath Ingredient Pricing, customer-supplied ingredients and components can be declared and held at $0.00 through to Pricing, and manual pricing accepts decimal-first entry.
Every stage now rolls up a Total and a Weighted amount scaled by an admin-tunable close likelihood, so Sales sees what is on the table and what is realistically expected to close. Reps group into teams with a one-click board filter and team initials on every avatar, rush quotes float to the top of their column with a lightning pill, and age chips track days since creation and days in the current stage. A single lead can now carry one pipeline card per product, legacy Quote Requests can be re-linked to their cards retroactively, reverted quotes paint their card orange, and two bugs were closed - lead activity notes silently failing to save, and label claims clipping below 0.001 mg on the production site.
Last week's clickable previews are now real: leads, pipeline cards, tasks, notes, and attachments persist across sessions, quotes are created from a card in one step, and each card's checklist ticks itself as the linked Quote Request advances through R&D, Sourcing, Pricing, Issued, Sent, and Client Accepted. Admins get page-level access control per user and department, Purchasing gains the Sync Acctivate page, the Acctivate sync shows a live progress panel, the Quote Requests list surfaces an Issued date on every row, and Daily Value is renamed to the clearer Label Claim.
Last week's Third Party hub gains a centralized Vendors directory, per-vendor MOQ, a Source URL field, and automatic E-numbering. Capsules per Serving now flows from the Sales tab straight into the R&D Lab, reverted quotes carry a hover pill explaining who rolled them back and why, and issued quotes auto-credit the assigned Sales Representative. A fully clickable Leads inbox and drag-and-drop Pipeline Kanban board land on staging ahead of database wiring, and Ingredient Requests tied to archived quotes are filed under a proper Archived tab.
Ingredients sourced from custom vendors outside Acctivate can now be added, priced, and vendored from a new Settings hub, then pulled straight into formulations and carried through every tab with color-coded TP markers - laying the foundation for auto-scraped ingredients - alongside security patches that confine activation links to internal logs, validate admin role changes at the database layer, and separate profile saves from core system settings.
Sales-entered Servings per Qty now auto-fills the R&D Lab Settings, the Supplement Facts preview gains macro toggles and full Child Supplement age-banded labels, component search returns sharper and more consistent results, and stickpacks land across the Sample Spec and Master Product Specification - alongside fixes for the missing film component and patches closing cross-site scripting, SQL injection, and email-header injection.
The Master Product Specification, Sample Product Specification, and Certificate of Composition gain customer info and per-row hide/show controls, packaging components pick up identifying icons across R&D and Pricing, and fixes clean up the Normal Loss badge, stickpack-only components, serving-size units, and quote numbering.
Stickpacks become a fully supported dosage format from Sales intake through the R&D formula builder, pricing, and the customer-facing quotation PDF. Pricing Variation now fills Tiers A-D dynamically from the sales quantity bracket, and the Create Ingredient step becomes a guided Acctivate sync flow. The Pricing tab gains inline editing of Containers and Servings Per Bottle across every format, default 0.07 rates for Machine Use / 3rd Party Test / Certification, and a Below MOQ Fee that auto-locks on bulk quotes. A Days Since Request Date indicator highlights aging quotes, Product Name, Dosage Format, and Sales Product Type become editable, and vendor tables get an MOQ column. Pending and Processing ingredient-request tabs merge into one. Four fixes resolve custom pricing on vendor-less ingredients, duplicate inactive rows on revert, blank info on issued quotes, and a missing Assign Formulator prompt.
The Pricing tab gains Per Bottle / Total-per-Item cost modes across every component field and directly editable source pricing with a manual-edit flag that persists into Sourcing. The R&D tab now locks editing until a formulator is assigned. Ingredient Requests get Potency, Quantity, and Trademarked columns, plus a new Dosage Type filter and clearer default filter labels. Five bug fixes restore missing R# lookups (R8547, R1610) and a corrected R4464 price, fix the Issues and Ingredient Request counters, repair the Show X Entries dropdown, and bring back issued-quote email.
Four customer-facing documents ship: a Certificate of Composition, a Sample Product Specifications sheet, an auto-switching Supplement / Nutrition Facts panel with age-banded Daily Values, and a Master Product Specification - all with one-click PDF export. Purchasing gets its own Sourcing workspace with a richer activity log, and a new Food vs Supplement product type drives the right facts panel. The entire Quote Requests list, per-tab content, Edit Lab Settings dialog, Ingredient Requests list, the Ingredient Request detail flow, and the attachment section are all rebuilt with a unified design language.
Brand-new Certificate of Composition preview with PDF download, a Sample Product Specifications sheet, and an interactive Supplement / Nutrition Facts panel that auto-switches by product type. Adult Daily Values now age-banded (infant / toddler / adult / pregnant) to drive %DV math. New Food vs Supplement Product Type on every quote. The entire Quote Requests list, per-tab content, Edit Lab Settings dialog, Ingredient Requests list, and the Ingredient Request detail flow all rebuilt with a unified design language, plus a compact Attachments row.
Sourcing splits off from Pricing into its own Purchasing workspace, with Pricing now read-only on vendor and PO data. Activity log now tracks ingredient changes, price updates, status moves, and component edits, with tabs acting as quote status filters. Ingredient Request UI gets readable labels and Create / Link tabs. Supplement Facts Preview ingredients can be dragged and reordered independently of the R&D table. Two bug fixes: Ingredient Request status filter crash plus a default Pending filter, and the R&D Product Components removal refresh.
Dosage Format Type now auto-selects from each quote's formulation reference with Save/Reset controls. Normal Loss now shown and entered as a real percentage (5%) instead of a decimal. Neckband Pieces / Roll input with sticky last-used defaults. Acctivate sync rebuilt with an Active/Offline indicator. Two pricing-table bug fixes (vendor names, Issued PO status, tooltip math). Three R&D-requested features now live (Formulator filter defaults to All, packaging picker auto-filter).
Migrated from a flat 32% margin to a format-aware engine driven by Target Profit per Unit. Added Custom Margin, switched Normal Loss to a 5% rate, rebuilt Freight In on a $500 + $1/kg formula, and fixed Pricing Variation editor instability. Includes 3 R&D feature requests for meeting review.
Product Component pricing pulled live from Acctivate PoDetails, withdrawable R&D ingredient requests, side-nav reorder, ingredient form cleanup, and a 502 sync fix.
Tiered pricing in Sales Intake, bidirectional Review Quote workflow, editable capsule components, database-backed product drafts, Send Back to R&D for ingredient requests, and more.
Relinking existing ingredients to requests, 30-minute Acctivate auto-sync, new Hostinger + Dokploy hosting stack, Pricing department split, Packaging Settings, SFP refactor, and more.