Settle keeps getting sharper, stronger, and more streamlined ✨ This month brings powerful upgrades to catalog management, onboarding, sync visibility, and global usability—plus more precise cost allocation and smoother working capital controls. Let’s take a look.
🚀 New Features
Bulk Label Assignment for Catalog Items
Goodbye, repetitive clicks. You can now assign labels to multiple catalog items at once.
Key benefits:
Faster catalog setup
Reduced manual work
Cleaner, more organized item management
👉 Learn more about managing catalog items in Settle.
Attach Documents to Sales Orders
You asked, we delivered. Manually added sales orders can now have documents attached—including PDFs, screenshots, and other reference files.
Key benefits:
Centralized access to order details
Easier auditing and collaboration
Upload, download, and delete files from the “Linked Documents” tab
👉 Learn more about sales orders in Settle.
TikTok & Amazon as Official Sales Channels
TikTok and Amazon are now formally recognized as Sales Channels (not just WMS integrations) and are available on the Launch plan.
Sales channels now include:
Shopify
TikTok
Amazon
Note: Launch users can connect one sales channel of their choice.
👉 Explore sales channel integrations.
Editable Payment References
Payers now have full control over what vendors see on payment memos.
Key benefits:
Add custom context like invoice numbers or order details
Save default memo values per vendor
Appears on vendor bank statements and confirmation PDFs
Memo limit: 40 characters | Letters, numbers, symbols all supported
👉 Read more about vendor payment memos.
Sync Control for External Payments
Exclude specific external payments from syncing to QuickBooks Online.
How It Works:
Toggle “Sync this payment” on/off during payment creation
Re-enable sync later if needed
All excluded payments are visible in the new “Excluded from Sync” tab
👉 Learn more about external payments.
Improved Inventory Visibility
We’ve fixed gaps in inventory tracking that occurred when no snapshot previously existed.
What’s New:
Inventory snapshots now auto-generate when creating POs, WOs, TOs, and more
End-of-month reports now reflect all items—even those added mid-month
👉 Read more about managing inventory.
Catalog Structure Standardization
All newly imported catalog items (from Shopify, Trackstar, QBO, etc.) now follow a standardized parent/variant model.
Key Benefits:
Clearer data structure
Fewer sync issues
Lays the foundation for smarter catalog merging in the future
Note: Applies to new imports only. Historical backfill is in progress!
👉 Learn more about managing catalog items in Settle.
New Allocation Methodologies
Catalog items can now include weight and volume attributes for more precise landed cost allocation.
Key Benefits:
Improved cost accuracy
Greater flexibility during implementation
Unblocks brands needing non-uniform allocation methods
👉 Explore allocation models.
WCA Sublimit + Utilization Dashboard
Working Capital Advance customers now have a full dashboard to track their financing usage.
What’s New:
Total credit limits now visible (not just available funds)
Clear breakdown between WC and Cash Advance utilization
One simple table = full financing picture
Note: Feature is only available to customers using Working Capital Advance (not classic financing).
👉 Learn more about requesting a working capital increase.
🔧 Additional Enhancements
QBO Catalog & PO Sync Removed for new businesses (Business IDs > 28215)
→ Cleaner onboarding, no more junk dataOnboarding Product Interest Page Updates
→ Landed Cost + 3-Way Match are now selectable features
→ Refined copy for claritySync Center Upgrades
→ Shopify store names now visible
→ Individual sync status shown for each WMS integration
→ Better real-time feedback = no more infinite spinnersShopify Bulk Import Boosted
→ Runs in parallel = much faster performance
→ Monitoring and optimizations ongoingInventory Auto-Snapshots Enhanced
→ Creating POs, WOs, or using Trackstar now always triggers a snapshot—even if one didn’t exist before
🎨 Design & UX Improvements
Autosave Indicator
→ Real-time save status added to formsSave Confirmation Prompts
→ Never accidentally lose changes again—manual forms now ask before leaving
🐞 Bug Fixes & Performance Improvements
Inventory snapshots now trigger reliably when adding late-stage docs
Sync status indicators added to all payment types
EOM reports now capture all catalog/location pairs
External payments can now specify credit card accounts in QBO
Finaloop compatibility improved: no credit card setup required
Shopify disconnections no longer require support intervention
Backend sync performance optimized for speed, visibility, and uptime
These improvements are designed to help your team move faster, organize smarter, and scale confidently. Your feedback powers every release—keep it coming 💌
Until next time… Happy Settling! 🚀✨