OMS Q1-2025 Product Release Notes

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We are excited to introduce a range of powerful new features and enhancements in OMS for Q1-2025! These updates focus on improving order and quote management, enhancing user experience, providing greater flexibility for distributors, and strengthening security. With additions like a Dealer Locator for homeowners, an upgraded Admin Dashboard with detailed reports, a new Rewards & Loyalty Program, and improved post-order payment options, OMS continues to evolve to meet the needs of kitchen cabinet distributors.

1. Dealer Locator for Homeowner Visitors

Distributors can now showcase their network of dealers on a dedicated page, helping homeowners find dealers based on location, product offerings, and other filters. This feature enhances dealer visibility and makes it easier for homeowners to connect with the right distributor. Additionally, distributors have full control over dealer listings, with the ability to approve or reject dealer listing requests.

2. Enhanced Admin Dashboard

A new set of reports has been introduced to the Admin Dashboard, providing distributors with a quick overview of key business metrics. These reports are available in both graphical and tabular formats, offering a clear visualization of order trends, sales performance, and customer insights. To facilitate deeper analysis, users also have the option to download reports in CSV format for further processing.

3. Rewards & Loyalty Program

Distributors can now introduce a rewards program to encourage customer engagement and repeat purchases. Customers can earn reward points for activities such as signing up or making purchases, which can later be redeemed for discounts or future orders. Admins have full control over configuring the earn-and-burn rules, allowing them to define how customers accumulate and use their points through the admin portal.

4. Post-Order Payment for Terms Orders via Credit Card & ACH

Customers who use the Terms payment method now have the flexibility to make payments via Credit Card even after an order has been placed. This option, available under My Orders > Order View, allows users to manage outstanding payments conveniently, improving financial flexibility and reducing delays in payment collection for distributors.

5. Quick Access to Cart Page via Cart Icon

To enhance the shopping experience, a Cart icon has been added to the header, allowing logged-in users to access the Cart page instantly. The icon also displays the number of items in the cart, making it easier for users to track their selections. This update simplifies navigation and improves the overall ordering process.

6. Quote Expiration Control & Source Tracking

Admins can now set an expiration period for quotes, preventing outdated quotes from remaining active indefinitely. Once a quote reaches its expiration date, its status will automatically update to "Expired," restricting any further modifications or actions. However, users can still view expired quotes, ensuring a more organized and up-to-date quoting system.

Additionally, admins can now track the source of generated quotes, whether it created using the Web, 2020 Import, or ProKitchen Import. This insight helps analyze which mode is most frequently used for quote creation.

7. Customizable Logo on Marked-Up PDFs

To provide better branding control, admins can now choose whether the distributor’s logo should appear on Marked-Up PDFs when no company logo has been uploaded. This ensures that all outgoing documents maintain consistent branding, even when a custom logo is not provided.

8. Rush Fee Option for Shipping

A new Rush Fee feature has been introduced, allowing customers to request faster delivery for their orders. Admins can enable or disable this feature, set specific rush fee amounts, and define the shipping methods where rush fees apply. This gives distributors greater flexibility in offering expedited shipping options while ensuring transparency in additional charges.

9. Sequence Configuration for Order & Quote Creation

Distributors now have the ability to configure the sequence in which categories (displayed as tabs) appear during the order and quote creation process. This customization enables businesses to prioritize categories based on their workflow, making the order and quoting experience more intuitive and efficient.

10. Get Quarterly Insights of Your Business

The Kitchen365 Team will now provide quarterly business insights through an email newsletter, helping distributors track their performance within the Order Management System. This report will include key metrics such as Orders Received, Revenue, Quotes, and New Customers, offering valuable data to help businesses make informed decisions and optimize their operations.

These updates bring significant improvements to the OMS platform, helping distributors optimize their operations and provide a better experience for their customers. We encourage you to explore these new features and take full advantage of the enhancements. For any questions or support, feel free to reach out to us at info@kitchen365.com.

What’s Coming Up in Q2-2025?

1. Print Pick Ticket & Labels from Admin

We are introducing an option to print Pick Tickets and Labels directly from the Magento Admin panel. This functionality is especially useful for distributors not using an ERP system like NetSuite.

2. Low Stock Notification & Report Functionality

To improve inventory visibility, we are exploring the following option: Automatically sending low stock alerts via email to the admin (distributor) team when any item hits the low stock threshold.

3. Display ERP (NetSuite) Sales Order Number

For clients integrated with NetSuite, OMS will provide the ability to display the ERP Sales Order (SO) number in place of, or alongside, the Magento Order number. This SO# will appear across all relevant pages, emails, and PDFs.

4. Marked Up PDF - Pickup Orders: Show Dealer’s Address

We are introducing the ability to customize the pickup address displayed in the Marked-Up PDF for pickup Quotes. With this enhancement, dealers will have the flexibility to either use the default distributor address or select an alternative address of their choice at the time of PDF generation.

5. Video Library under Resources

We will be launching a Video Library feature under the "Resources" section. Admins will be able to organize and display categorized video content, allowing for a more informative and engaging user experience. The library will be fully configurable.

6. Configurable Post-Login Landing Page

Currently, users are redirected to the Dashboard upon login. We are introducing a configuration option for admins to define a custom landing page, allowing for more personalized navigation based on business needs.

7. Support for Additional Fees (Tariff, Fuel, etc.) on Quotes & Orders

We are introducing support for applying additional fees, such as tariffs, fuel charges, or other surcharges, to quotes and orders. This functionality will allow businesses to add configurable extra charges as needed, with full control provided through the admin panel.

8. 2020 Design Import – XML File Support

To enhance the accuracy and usability of our 2020 Design Import tool, we are adding support for XML file formats. This will improve the matching of design elements with corresponding SKUs on the website.