IMPROVEMENTS Attachments now load separately, speeding up the loading of Quotes & Orders BUG FIXES Fixed bug that prevented cut/reserve inventory from scanned barcode “Show Misc. Charges” check box no longer shows/hides line quantities or subtotals Fixed search by “Any Date” after searching on “Custom Dates” Restored missing “Pick Up” and “Pick Up & Pay” options in Point of Sale

Bug Fixes: Email notifications sent for successful payment/authorization for Payments Flex Changing customer type, phone, or email on quote/order header no longer updates customer records Freight & Load are now hidden behind curtains Freight & Load amount saved correctly even if not visible to user Copy from Sold To restored in Ship To options

Enhancements 1) Option to turn off prompt to name photo attachment 2) Export from Measure Mobile allows user to choose to return to MM or stay in RM 3) Quotes/Orders search requires at least 3 characters, if other filters are not set 4) Estimated Delivery Date filter displays user-defined label 5) Measure Date filter displays user-defined label 6) List view in Schedule Pro 7) Clarified options for Payments Flex card readers 8) Support for PaymentsFlex ACH payment 9) Send sales tax to PaymentsFlex along with payment amount 10) Pay feature available only by permission 11) Preauthorization feature available only by permission 12) Added “Include Measure Attachments” checkbox to PDF customization 13) Added “Include Approvals” checkbox to PDF customization and allow users to approve terms and conditions 14) Inventory gross cost hidden behind curtains 15) Logging in or pressing Refresh Settings forces updating lists of salespeople, receipt accounts, etc. 16) Enforced system option to verify Ship to city, state, and ZIP Bug Fixes 1) Fixed issue with photos with portrait orientation not rendering correctly in Windows 2) Fixed issue with quote/order remaining open after logging in as user of another company 3) Fixed bug with no results when user is not permitted to “Search All Quotes and Orders” 4) Fixed incorrect available inventory shown for roll products that use length units 5) Fixed inability to render some PDFs 6) Fixed bug with certain costs not saving to RFMS correctly 7) Fixed issue with UPC-A barcodes being mistaken for EAN-13 8) Fixed bug with links to external web sites and apps in iOS 18 9) Fixed issue with Paperless attachments not deleting properly 10) Hide Share option in BidPro estimate 11) Search results no longer displays billing group for quotes 12) Allow opening of URL attachment in browser if unable to view in app 13) Ensure any canceled PO are not allowed to be received 14) Ensure duplicating related quote always relates back to original quote 15) Search Products lists price level for the store on the order 16) Store list filters out inactive stores 17) PDF renders line attachments in correct order 18) Allow merging with existing quote/order if user is allowed to “Edit an order”

Bug Fixes and Enhancements

Payments Flex Bug Fixes & Enhancements

Bug fixes

Bug fixes

Request inventory from other stores Create and add orders to Billing Groups Process credit card refunds View freight and load per line Admin-controlled PDF options

Digital Picking Tickets

Request Inventory From Other Stores

Inventory Move Requests

Ready to Schedule button for SchedulePro Alerts CynclyPay Features

Maintenance Update

Updates to CA Recycle Fee

Prosource Referral field now hidden by "curtain" Token Notes can be added when saving new credit card tokens Token Notes can be seen when selecting credit card tokens

Preauthorizations on Quotes

Preauthorizations in Quotes

Quote Authorizations are now available to RFMS Credit Card Services users.

Prosource Users can now view and edit Referrals Users can now enter custom quote and order numbers Users can now view and edit notes on Customer Records

Improvements: Unit Price can now be locked on quote/order lines Quotes can be exported multiple times PDF customization options are now saved for each user Bug Fixes: Samples can be checked in Point of Sale no longer voids payments Line totals are no longer incorrectly locked Hiding a line will no longer change the line group total in PDF Version 2.3.27 contains bug fixes meant for California clients impacted by CARE

Improvements: Unit Price can now be locked on quote/order lines Quotes can be exported multiple times PDF customization options are now saved for each user Bug Fixes: Samples can be checked in Point of Sale no longer voids payments Line totals are no longer incorrectly locked Hiding a line will no longer change the line group total in PDF

New features include appending quotes lines to an existing order, viewing purchase order information for On Order lines, and attaching photos to inventory records. A full list of improvements and bug fixes can be found at https://rfmsapps.zendesk.com/hc/en-us/articles/360012118453

This version is a minor release to address the improper handling of Load Percent on Order lines.

• New permission allows admins to disable the inventory search when adding a line to a quote or an order • Supplier and Private Supplier values show when appropriate when adding a product to a quote or an order • Paperless users can now select the document type for their attachments • PO promise date for On Order lines can now be seen on Claims • Price menu can now be seen when adding lines to a quote or an order from a phone

• Search for Products and Inventory within quotes and orders • Add notes and attachments to claims • Bug fixes and performance improvements