September was a big month for tracking plants from the time they're pulled until they reach the customer. We rebuilt pulling and staging so every unit that gets racked is tied back to the order line it was pulled for, added a single screen where each operation's order workflow lives, and brought farm count sheets directly into inventory with a review step before anything is written. Alongside that, the report designer picked up cross-tabs, parameters and styling controls that let one report do the work of three.

Production

Pulling is now a record, not a moment. When you run a pull, the system captures what was planned, what was actually taken, and which order line each unit was allocated to — so you can answer "where did this go?" weeks later without guesswork.

A pull is identified by its date, tag and company location, so several pulls can share a day and tag across different locations without colliding.
Re-running a pull brings it back in line with its current orders instead of forcing you to start over.
Pull sheets print per farm and print one line per lot, with the rack type shown in the header.
Pulls stay on the orders' own farm, and the system won't start a pull while a store's order is still being written.
Review orders against the pull before finalizing, and finalize now refuses products it has nowhere to take from — with a plain-language explanation when the numbers come up short.
Pulled stock moves into a staging area that defaults sensibly but can be changed by the operator and is recorded on the order.
Preparing an order line no longer takes more stock than it actually prepares, and editing a prepared line back to a different product returns the original stock.

The production task board also got more useful: tasks can now be assigned to a specific user and the board filtered accordingly, and production lots support both in-house and external photos so everyone is looking at the same thing.

Inventory

Farm count sheets can be read directly into inventory, with a full review step before any numbers are committed.
The count sheet review groups everything into one card, puts rows needing attention at the top, and blocks an upload that isn't ready.
Rack types now carry a role and are described by what they are rather than by an internal identifier — including a staging rack that an order will never default onto.
Orders placed on a rack type that has since been retired keep that rack type when saved, so historical orders stay accurate.
A Production Readiness view and a low-stock warning on Order Entry surface shortages before they become problems.

Order Flow

Different operations move goods out of inventory in genuinely different ways. We mapped those models and gave each one a home.

A new Order Flow screen puts each operation's workflow configuration in one place, including support for the lean flow model, where plants are pulled into a staging area before each order is racked.
Order Entry's Available figure now shows current stock less what other orders have reserved, and can count available stock at every farm.
Stock stops being reserved once an order reaches "order completed," and a pulled order holds its reservation right up until it's finalized.
A new Order Pick Ticket prints one ticket per order for the store, and — where configured — printing it can mark orders packed.
Order lines can now exist without a SKU, and the application works end to end for operations that don't use them.
Multi Order Update works correctly with more than one order selected.
The order entry side panel reopens the way you left it, and opening an order no longer risks clearing its lines.
Delivery windows can be hidden without hiding contact details, and a hidden window field no longer wipes the window already on the order.
Recent visit photos for the store now appear right on Order Entry.

Merchandising

Task Lists now open directly over Visit Review and are available to anyone who reviews visits, returning you to an up-to-date Visit Review when you close them.
Store visits can ask real, purpose-built questions — each store gets the questions built for it and nothing else — and merchandisers can withdraw an answer they've submitted.
Deleting a photo now clears the answer attached to it.
Merchandisers are only asked about deliveries the driver has actually made, within a sensible look-back window, so nobody is prompted about a pallet from last year.
Drivers can count what comes off the truck, and a stop can cover any number of deliveries, with the counts going straight back to the office.
Culls convert to a credit exactly once, with a record of who has reviewed it, and the system flags when the same pallet keeps getting passed over.
Stores carry a list of people, and the right people are told what happened during a visit.
Merchandising dates and times display in the company location's time zone, and photo galleries are labeled locally.
One consolidated digest replaces a flood of individual emails, with safeguards so a failed send is retried rather than lost.

Shipment Planning

Weekly route planning lets you plan a week at a time, route people to stores, and set up a repeating route once rather than rebuilding it.
Route stops are now durable records rather than being deleted and recreated, so status, history and ordering survive edits.
When an order's store changes, its route stop moves with it — and only if that stop hasn't been visited yet.
Delivery Routing is scoped by company location and keeps service routes out of the list.
Planners see only their own stores, and the office can end a delivery.
The delivery guide can be authored, reviewed and printed from within the application.
Route Status filters now use proper pickers, and route type carries through a move correctly.

Container Optimization

The order fill panel gained a rack estimate and truck fill projection that update live as quantities are typed.
Orders pack and project against their own rack type.
Shelf-level packing calculations were corrected so partial shelves are accounted for accurately.

Reporting

The report designer took a large step forward this month, with a focus on letting one well-built report replace several near-duplicates.

Full cross-tab (matrix) support, including proper cell merging, totals placed inside the group they total, expand/collapse controls at every level, and columns that sit outside the groups.
Report parameters are now managed as data rather than buried in the report definition — they can be typed before a report is saved, drive whether a column shows, control whether a grouped table opens expanded, and reach the printed output.
Reports print on the page size they were designed on, with pagination and data-region sizing fixes.
Styling is more controllable: settable border colours, borderless totals, and number formats expressed as patterns.
Parameter pickers, a prompt bar that can be seeded from a link, and faster report list loading with a reliably drawable PDF tab.
Both designers now sit behind Report Builder, with links hidden from users who can't follow them, and the Reports menu points at the reading list.
Five grid columns collapsed into sell-through percentage and on-hand figures with a click-through detail popup, wider columns so headers stop clipping, and count columns ordered oldest-first.
Sell-through now defaults to last week and the prior week in whole weeks, and grower weeks are counted consistently.
External production lot photos appear in the marketplace catalog.
Excel downloads are guarded consistently with the screens around them.

Entity Management

Company locations now carry a required time zone, and calendar dates, delivery times and merchandising timestamps are all read and displayed in that zone.
Company-location scoping is centralized, so what a user can see is governed by one consistent rule across the application — with a built-in "All Locations" role for those who need the full picture.
Sub-permissions let you grant a specific capability inside a screen rather than the whole screen.
Admin and Super Admin users are now included in assignable-user lists.
A clearer first sign-in experience, with settings that explain what they actually do.

EDI Integration

Scans from inactive stores are now accepted and recorded rather than rejected, and hidden from day-to-day views while remaining visible to integrity checks.

Community & Events

In August we spent time at FNGLA's Landscape Show in Orlando and met a lot of great people across the industry. We plan to join FNGLA and have a booth at next year's show. If you were there and we crossed paths, thanks for the time, and if we missed you, we'd love to connect before the next one.

Looking Ahead

Fall is when a lot of our growers and brokers plan next spring, and we're planning our roadmap at the same time. If you have plans taking shape for 2027, tell us now.

Next month we'll continue building out the staged pull workflow with deeper traceability reporting, expand the Order Flow configuration screen to cover more fulfillment models, and keep extending the report designer so more of your standard reports can be built and maintained in-house. As always, if there's something your operation needs that you don't see here, tell us — much of what shipped this month started as a conversation with a grower or broker who asked for it.

September 2026 Product Update