Pricing Gates, Organisation Metadata & Storefront Billing
Review-Required Pricing Gate
Pricing equations can now flag a quote line for mandatory review before the customer sees a price. When triggered, prices are hidden from the customer storefront and checkout is blocked until you approve the quote. This lets you handle complex or exceptional quotes without breaking the automated quoting flow.
→ How to use review-required pricing
Customer Organisation Metadata
Attach custom key-value metadata to any customer organisation - ERP IDs, Shopify customer IDs, internal reference codes, or any external identifier your workflow requires. Metadata is managed from a dedicated panel in the customer organisation settings and is available via API, including a key-based upsert endpoint designed for integrations with external systems.
→ Manage customer organisation metadata
Subscription Payment Overdue Banner
When your Stripe subscription is past-due or in arrears, the manufacturer dashboard now shows a prominent alert banner with a direct link to the Stripe customer portal to update payment details. Subscription status syncs in real time so the banner always reflects current billing state.
Fixed Build Orientation Constraints
Manufacturers can now set a fixed build orientation constraint on a part directly within the quote configuration UI. An interactive 3D model viewer with rotation controls lets you define the required orientation, which is stored against the part specification and submitted with the requisition.
→ Set a build orientation constraint
Customer Article References on Document Templates
Document templates - invoices, packing slips, and similar - can now include a customer-supplied article reference number for each line item. The template variable selector has also been significantly expanded and reorganised, making it easier to find and insert variables when building custom document templates.
→ Template editor variable reference
Billing Address on Storefront
The customer storefront order detail page now shows the billing address alongside shipping details, giving customers a complete view of the addresses on record for each order.