Order progress on every list
The Quotes, Purchase Orders and Invoices lists each have a new Order progress column. It shows where the order is, using named steps:
- Quotes: Approval › Order › Fulfilled › Invoice › Paid
- Purchase orders: Order › Fulfilled › Invoice › Paid
- Invoices: Fulfilled › Send › Paid
Finished steps show a green tick. The current step is filled in and coloured by who it's waiting on:
- amber when it's waiting on your customer or your distributor
- blue when it's your move
- red when it has waited too long: no reply after 14 days, a late purchase order, or an overdue invoice
A short line underneath says it in words, for example "PO-0201 with TD SYNNEX 6 days" or "All items arrived 2 days ago, invoice not sent".
Invoices no longer get forgotten. A draft invoice reads Fulfilled in amber while its goods are still on the way. It turns Send in blue the day they arrive, and red if it still hasn't gone out 3 days later.
Each row also shows the linked documents for that order (options, quote, purchase orders, invoices). Click one to go straight to it.
Clearer quote statuses
Quote statuses now use plainer words everywhere: on the list, the quote page, the sidebar and the status filter.
- Approved and converted quotes both read Accepted.
- Rejected reads Declined, and superseded reads Replaced.
- No reply marks a quote that has had no answer for 14 days since you last sent it.
- Not chosen marks an option the customer didn't pick (see below).
The whole order on one card
Every quote, purchase order and invoice page now starts with an Order progress card. It shows the same steps and the order's full chain of documents, each with its status, and invoices with their amounts. It updates as soon as you receive goods or send something.
It replaces the separate purchase order and invoice panels on the quote page, and the "Created from quote" banners.
Quote options
When you offer your customer a choice, such as a 1-year or a 3-year renewal, you can now group the quotes as options:
- Link option on the quote page groups it with another current quote for the same client.
- Duplicate has a new choice to create the copy as an option.
When the customer accepts one, the others read Not chosen instead of turning red with "No reply".
Bought by card and Close order
- Bought by card: for orders you pay for with a credit card instead of a purchase order. Click it on the quote and the Order step is done.
- Close order: for short orders where the remaining items will never come. It marks the order finished, just like closing a purchase order.
Both can be undone. If you cancel a purchase order to buy by card instead, the quote keeps its acceptance, so you can mark it straight away.
Invoice part of a quote
A new Choose lines button next to Invoice on the quote page lets you bill only some of a quote: for example 3 of 10 switches as a deposit, or just the lines that have arrived.
- Each line shows how many were ordered, how many are already invoiced (including any on draft invoices) and how many are left. Tick the lines you want and set how many of each to bill.
- You can't bill more than is left. If someone else invoices part of the quote while you're choosing, Current tells you which line changed and updates the numbers, so you can try again straight away.
- Come back to Choose lines any time to bill the rest. The quote reads Accepted after the first invoice and stays billable until every line is covered.
The Invoice button works as before: one click bills the whole quote.
A faster Quotes list
The Quotes list in Sales Tracker now loads 100 quotes at a time, fetching more as you scroll, instead of loading every quote you've ever written each time you open it. Sorting, filters, search, the totals strip and Export still cover all your quotes, and Select all works as before.
Your AI assistant knows too
When you ask Claude about a quote, purchase order or invoice through the Current connector, it now sees the same order progress, so it can tell you what's waiting and on whom. It can also invoice chosen lines and quantities of a quote, just like Choose lines.
Fixes
- Invoice Received Items always prices lines from the quote the purchase order came from, so lines no longer arrive on the draft at $0. Duplicating a purchase order keeps its link to the quote.
- Time totals no longer show "60m". For example, 59.5 minutes now reads 1h instead of "0h 60m".
- Switching tabs in Sales Tracker, for example from Invoices to Quotes, no longer sometimes does nothing when you've just clicked back into the browser from another app. The tab now shows a spinner while it loads, and clicking it again doesn't start the load over.
- Creating two invoices at the same moment no longer occasionally fails with an error.
- Security updates to third-party components.