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Quotation Tool CRM
Development Updates

Dedicated Sourcing workspace for Purchasing, deeper activity log tracking, cleaner ingredient request UI, drag-and-reorder Supplement Facts, and two bug fixes.

May 6 - May 13, 2026

Section

New Features &
Enhancements

Sourcing splits off from Pricing, activity log gets richer, ingredient request UI is cleaner, and SFP ingredients now reorder freely.

Major New Feature

Dedicated Sourcing Workspace for Purchasing

  • New Sourcing Tab -- Purchasing now has its own Sourcing Quote Requests page with side nav under PURCHASING - Dashboard, separating sourcing activity from the rest of the quote flow.
  • Review Requests Removed -- The old Review Requests page is gone - sourcing ownership moves fully into the new workspace.
  • Pricing Goes Read-Only on Vendors -- Pricing users no longer update ingredient pricing and vendors, but can still view vendor and PO data for each ingredient and edit product components and the final pricing summary.
New Sourcing Quote Requests page in the Purchasing section with Sales Representative and R&D Formulator filters, a Sourcing Quotes table showing QR-260421-002 with Dosage Format Powder, Categories Sleep, Sales Rep Darin McOwen, and Formulator Arlandon RandD
Pricing tab Source and Pricing modal showing Selected Price for Max Inositol with a read-only vendor list (Industrial Container, Bottles and Lids, Vitalpax USA Inc., and others), PO Status badges Completed and RFQ, and dates - the Pricing role can view but not edit vendor data
Enhancement

Richer Activity Log Across the Quote Lifecycle

  • Deeper Action Tracking -- Activity log now captures ingredient row changes, price updates, quote status movements, and product component modifications - not just submissions.
  • Tabs Are Status Filters -- The category tabs now act as quote status filters defaulting to All, while still letting users drill into Sales, R&D, Sourcing, Pricing, or Issued.
  • Easier Monitoring -- Pricing and R&D can finally trace exactly what changed on a quote without checking each tab manually.
Sales Quote Request - Sourcing detail view with Liquid Formulation, Ingredient Pricing table for Thiamine and Glycerin USP, and an Activity Log side panel on the right listing ingredient updates, quote request resets to Sourcing, pricing reset to Pending, and ingredient added entries
Activity Log filter dropdown showing All selected with options Sales, R&D, Sourcing, Pricing, and Issued - the tabs now function as quote status filters
UI / UX

Cleaner Ingredient Request Flow

  • Readable Labels in Step 1 -- Step 1 editable inputs are now framed as Ingredient Request labels (Current Status, Request Type, Requested Date, Ingredient Name, Potency, Quantity, Trademarked) for clearer scanning.
  • Create vs Link as Tabs -- The Create / Link filter on Step 2 became a tab pair - Create New Ingredient and Link Existing Product - to clearly separate the two workflows.
  • Less Mental Overhead -- Purchasing and R&D no longer have to interpret raw filter switches - the UI now reads top-to-bottom in plain English.
Ingredient Request Step 1 page for quote QR-260321-001 with Current Status Pending, Request Type Sourcing, Requested Date 03/31/2026, Ingredient Name Tremella Mushroom Extract 30% Polysaccharides, Potency 100%, Quantity 500 kg, Trademarked No, plus a Request Notes section and Attachments upload area
Ingredient Request Step 2 Ingredient Creation with new tab pair Create New Ingredient and Link Existing Product, showing R Number, Unit Measurement kg, Product Type Raw Materials, and a Product Vendor search field
Enhancement

Drag and Reorder Supplement Facts Preview

  • Reorder Without Side Effects -- Users can now drag SFP ingredients into the order they want on the printable preview without changing the underlying R&D ingredient table row order.
  • Independent of R&D -- Label-ready SFP order and R&D working order are decoupled - reorder for the customer view while keeping the formulation table as the source of truth.
  • Faster Label Approval -- R&D can finalize an SFP layout in seconds instead of rebuilding the row order back and forth.
Supplement Facts Preview modal showing Serving Size 3 Capsules and ingredients in the original order: Magnesium 200 mg, Copper, Vitamin B6, Cordyceps Mushroom Extract, Reishi Mushroom Extract, Maitake Mushroom Extract, L-Theanine, and Ashwagandha Root Extract
Same Supplement Facts Preview modal with ingredients reordered by drag: Reishi Mushroom Extract on top, then Maitake Mushroom Extract, Cordyceps Mushroom Extract, Magnesium, Vitamin B6, L-Theanine, and Ashwagandha - the underlying R&D ingredient table is unaffected
Section

Bug Fixes

Issues reported and resolved.

Bug Fix

Ingredient Request Status Filter Crash + Default Pending

  • No More Crash on Select / Unselect All -- Fixed a bug where using Select All or Unselect All in the status filter could crash the Ingredient Requests page.
  • Defaults to Pending -- The status filter now defaults to Pending on load so Purchasing immediately sees the queue that needs action instead of a mixed list.
  • Other Statuses Still One Click Away -- Processing, Completed, Returned, Withdrawn, and Sourcing remain selectable from the same dropdown.
Ingredient Requests page with the status filter dropdown open: Pending checked by default, with Processing, Completed, Returned, Withdrawn, and Sourcing also listed - underlying table shows five Pending requests for Tremella Mushroom Extract and Cordyceps Mushroom Extract
Bug Fix

R&D Product Components Removal Now Refreshes Cleanly

  • Removed Components Stayed Visible -- Bug where removed product components still appeared in the quote's Product Components grid even after deletion.
  • Reliable Refresh -- The interface now refreshes immediately and consistently after component removal, with a Vendor link removed successfully toast confirming the action.
  • Across Component Types -- Applies to Capsule, Bottle, Lid, Neckband, Body Sleeve, Label, Case Box, Outer Case Box, Insert, and all other component slots.
R&D Product Components grid for a Glass Bottle quote with the toast Vendor link removed successfully in the top right, Bottle row cleared back to empty, and Component Type tiles for Capsule, Bottle, Lid, Neckband, Body Sleeve, Retail Package RP1000, Label, Case Box, Outer Case Box A002, Desiccant, Scoop, Cotton, Dosing Cap, Insert, Tamper Seal, Divider, Packing Material, Other Primary RP403001, Other Secondary, and Other Tertiary

What We Shipped

4 New Features & Enhancements
2 Bug Fixes

Sourcing splits off into its own workspace, activity log gets sharper teeth, and the ingredient request flow is friendlier.