Settle continues to empower smaller brands, simplify workflows, and give finance and operations teams deeper visibility into inventory and production. This month’s release introduces fulfillment support for Shopify-only brands, smarter window modes, more transparent reporting, and enhanced cost tracking. Let’s dive in.
🚀 New Features
🛍️ Fulfillment Support for Shopify-Only Brands
Shopify-only brands can now use Shopify fulfillment data to mark inventory as distributed.
Brands using Shopify + WMS will continue to default to WMS as the source of truth.
IMS functionality is now fully available for Shopify-only brands.
Impact: Expands IMS to smaller Shopify-only brands, ensures accurate fulfillment tracking without a WMS, and provides parity of functionality across customer profiles.
👉 Learn more on setting up your Shopify integration
👩🏽💻 Window Mode Switcher for Dialogs
Added Full Screen Mode and Compact Side Mode for dialogs (POs, Catalog Items, Inventory Transfers, Sales Orders, and GRNs).
Compact Side Mode allows dialogs to stay visible for side-by-side comparisons, hides extra UI elements, and highlights selected items in the data grid.
Impact: Improves multitasking, reduces clutter, and streamlines navigation.
📑 EOM Details Report
New EOM Details Report exports all underlying data used in the EOM summary report.
Impact: Provides transparency for financial reporting, supports validation, and aids in investigations by Support and Engineering.
👉 Read more on understanding your EOM details report in Settle
💵 Payment Sync Logic Update
Sync now uses payment schedule item dates instead of bill start dates.
Payments after the configured sync start date are synced to QBO, even if the bill predates it.
Impact: Eliminates missed payments and ensures accurate syncing.
🧮 Manufacturing & Component Costs on Work Orders
Add Manufacturing Costs directly to work order line items.
View component/raw material costs.
Track Landed Cost at the line-item level, including manufacturing, materials, and additional expenses.
Impact: Enables accurate production cost tracking, increases transparency, and improves decision-making.
👉 Read more on creating and managing work orders
🔧 Additional Enhancements
Expanded IMS functionality to Shopify-only fulfillment flows.
Improved landed cost tracking in Work Orders with new cost fields.
🎨 Design & UX Improvements
Introduced Compact Side Mode for dialogs, enabling cleaner layouts and easier comparison.
🐞 Bug Fixes & Performance Improvements
Improved handling of Shopify-only fulfillment data in IMS.
Optimized dialog rendering for Compact Side Mode.
Enhanced Work Order cost calculations to prevent rounding errors.
These updates bring smarter workflows, better transparency, and expanded functionality for brands of all sizes.
Your feedback powers every release—keep it coming 💌
Until next time — Happy Settling! 🚀✨