26.04.01

Introduction

We are pleased to announce the release of Piyovi v26.04.01, which includes key enhancements aimed at improving usability, operational efficiency, and shipment visibility. Below is a summary of the new features and updates included in this release.

Email Notification Standardization – Shipment & Delivery Emails

We have standardized the email notification formats across shipment communications to ensure a consistent structure, improved readability, and easier template management.
With this update, Delivery, Shipment Creation, and Shipment Preference Document emails now follow the same structured format as Carrier Cancellation notifications.

Previous Behavior

• Each email type followed a different layout and structure.

• Shipment Creation emails used a plain text/paragraph format.

• Delivery emails had inconsistent styling and highlighting.

Shipment Creation Email Notification

Delivery Email Notification

Shipment Preference Document Email Notification

What’s New

All shipment-related email notifications now use a standardized template structure, ensuring consistency across communication types.

The following notifications are updated:

• Delivery Email Notification

• Shipment Creation Email Notification

• Shipment Preference Document Email Notification

Key Benefits

• Consistent Email Experience : All notifications follow a unified layout similar to Carrier Cancellation emails
• Improved Readability : Structured sections replace long text blocks for better clarity
• Better Maintainability :Single template pattern simplifies updates and future enhancements

SFTP Channel & Webhook Support for Report Scheduler Notifications

We have enhanced the Report Scheduler and File Exchange modules by introducing SFTP-based storage channel support. This enhancement allows users to configure an SFTP connector, create a storage channel in File Exchange, and use that channel while setting up report schedulers.

A new SFTP connector is now available under Configuration → Integrations & API → Connectors.

This connector can be used to define SFTP connection details, which can then be linked to a Storage Channel in File Exchange → Configuration.

Once the storage channel is configured, it can be used in the Report Scheduler to deliver reports through SFTP.

Connector Library Enhancement

A new SFTP connector has been added to the Connector Library.

Navigation

Configuration → Integrations & API → Connectors

Connector Configuration Fields

Users can configure the following SFTP connection details:

• Host
• Port
• Username
• Password
• Path
• Status

Module Enhancement – File Exchange

The File Exchange module has been updated to improve usability and extensibility.

Updated Layout

A new tab-based structure has been introduced:

• Files Tab :Contains the existing File Exchange functionality and file listing. No functional changes were made to this tab
• Configuration Tab :Newly added section used to create and manage storage channels

File Exchange – Add Channel Functionality

A new Add Channel option is now available under:

Configuration → Shipping & Compliance → File Exchange → Configuration

Users can create a storage channel using the new modal.

Add Channel – Info Tab

The following fields are available:

• Display Name
• Reference ID
• Method
• Status

Add Channel – Configuration Tab

The following SFTP details can be configured:

• Host
• Port
• Username
• Password
• Path

Note:

• If the channel-level configuration fields are left blank, the system will use the values from the previously configured SFTP connector information.
• If needed, users can also enter a different set of SFTP details directly in the channel configuration. This provides flexibility to:
  • Reuse existing SFTP connector settings
  • Create channel-specific SFTP configurations when required

Report Scheduler Integration

Once the storage channel is created in File Exchange Configuration, it can be selected while creating a Report Scheduler. This allows scheduled reports to be delivered through the configured SFTP storage channel.

Note:

• Proper permissions are required to manage and use storage channels.
• New permissions have also been added for storage channel access, including:
  • Manage Storage Channel
  • Storage Channel - Readonly

Steps:

Configure SFTP Connector

Go to:
Configuration → Integrations & API → Connectors

• Open the SFTP connector
• Enter Host, Port, Username, Password, and Path
• Save the connector

Create Storage Channel in File Exchange

Go to:
Configuration → Shipping & Compliance → File Exchange → Configuration

• Click Add Channel
• In the Info tab, enter Display Name, Method, and Status
• In the Configuration tab, enter SFTP details if required

If left blank, system uses the SFTP connector details already configured

• Save the channel

Assign Permissions

Ensure the required permissions are given to the user/role:

· Manage Storage Channel, or
· Storage Channel - Readonly

Use Channel in Report Scheduler

• Create or update a Report Scheduler and select the configured storage channel for report delivery.
• Scheduled reports will then be delivered to the configured SFTP location.

Key Benefits

· Enables report delivery through SFTP
· Supports reusable or channel-specific configuration
· Improves File Exchange structure with clear separation of Files and Configuration

File Validation Enhancement – Upload Validation Based on Configuration

We have introduced a new enhancement in the Invoice Audit module to validate invoice files during upload based on predefined configuration.
This ensures that only valid and correctly structured invoice files are accepted, improving data accuracy and reducing processing errors.

Previous Behavior

• Invoice files were uploaded without validation checks

• Errors in file structure or data were identified only after processing

• Increased chances of invalid data entering the system

• Manual effort required to identify and correct issues

What’s New

Invoice File Validation on Upload

• Added a validation mechanism during invoice upload

• Validation is performed based on configured rules and connection setup

• Ensures only compliant files are accepted into the system

Validate File Option

• Introduced a “Validate File” toggle in the Import Invoice screen

• When enabled:

  • File is validated before upload

  • Upload proceeds only if validation passes

• When disabled:

  • File uploads without validation (existing behavior)

Configuration-Based Validation

• Validation logic is driven by Invoice Audit configuration (Connections setup)

• Uses defined parameters such as:

  • Integration Type

  • File format (e.g., EDI 210, DHL, etc.)

  • Mapping and structure rules

Key Benefits

• Improved Data Accuracy : Prevents invalid or incorrectly formatted invoice files
• Early Error Detection : Issues are identified during upload instead of post-processing
• Reduced Manual Effort : Minimizes rework and corrections
• Flexible Control : Users can enable or disable validation as needed

Feature Behavior

• selects invoice file for upload
• Enables Validate File toggle (optional)
• System validates file based on configuration
• If validation passes → File is uploaded successfully
• If validation fails → Error is shown, and upload is blocked

Delivered Shipments Report Enhancement: To Zip & From Zip Columns

We have enhanced the Delivered Shipments report by introducing additional location-based fields. Users can now include To Zip and From Zip columns in reports, improving visibility into shipment origin and destination zip codes.

Feature Overview

New columns have been added to the Reports module, allowing users to view and export shipment zip code details directly within the Delivered Shipments report.

New Columns

• From Zip – Displays the origin zip code of the shipment
• To Zip – Displays the destination zip code of the shipment

Behavior Details

• Users can add To Zip and From Zip columns using the Column Options panel in the Delivered Shipments report
• The selected columns will be displayed in the report grid along with other shipment details
• These fields are also included in:
  • General Export
  • Master Export
• Column visibility is user-configurable and follows existing report customization behavior

Key Benefits

• Improved visibility into shipment origin and destination locations
• Helps in better reporting and analysis based on zip codes
• Enhances export data for external reporting and integrations

Enhancement: Searchable Fields Visibility

We have enhanced the Shipments module by improving the search experience. Users can now view all supported searchable fields directly within the search interface, making it easier to perform accurate and efficient searches.

Feature Overview

The search bar now displays a list of all available searchable fields, helping users understand which fields can be used while performing searches.

What’s New

• Searchable Fields Display : A dedicated section within the search bar shows all supported fields (e.g., Shipment ID, Tracking #, Status, BOL, Ref #, etc.)
• Improved Search Guidance : Users no longer need to guess or remember supported fields

Behavior Details

• When users click or interact with the search bar, a Searchable Fields panel is displayed
• The panel lists all fields that can be used for searching shipments
• Users can use these fields to construct more accurate search queries

Key Benefits

• Better usability and discoverability of search features
• Helps new users quickly understand supported search options

International Tab Enhancement – Business Rules

We have enhanced the Business Rules configuration by introducing a dedicated International tab. This allows international-specific fields to be managed separately and applied automatically during rule execution.

Feature Overview

A new International tab has been added within Business Rules to organize and configure international shipment-related fields in a structured manner.

What’s New

• International Tab : A dedicated tab within Business Rules to manage international-specific configurations
• Segregation of Fields : Fields such as Duties/Taxes, CI Upload, Inco Terms, and related settings are now grouped under this tab

Behavior Details

• Users can configure international-specific values within the International tab
• When the defined rule criteria are satisfied, the configured values are automatically applied
• The configured data will populate in the International section during execution (e.g., shipment processing)
• Rule execution behavior remains consistent with existing Business Rules logic

Key Benefits

• Better organization of international-related configurations
• Simplifies rule management for international shipments
• Reduces manual data entry during shipment processing

Company Metadata Configuration – Custom Lookup Values

We have introduced a new feature that allows companies to define and manage their own lookup values through a centralized configuration. This enhancement provides greater flexibility and control over system-defined values such as Payment Type.

Feature Overview

A new configuration option is available under:
Configuration → Customization → Metadata

This feature enables companies to create and manage custom metadata values, currently supported for Payment Type.

What’s New

• Company-Specific Metadata Configuration : Allows companies to define their own lookup values
• Custom Payment Type Values : Users can configure Payment Type options such as Prepaid, Collect, Third Party, etc.
• Override Lookup Values : Company-level configuration overrides system default values

Behavior Details

• Users can create metadata by selecting Type (e.g., Payment Type)
• Define multiple items with:
• Name
• Active Status (Yes/No)
• Display Order (based on configuration)
• When metadata is active, the system uses company-specific values in UI (e.g., Shipment screen dropdown)
• When metadata is inactive, the system falls back to generic lookup values
• Configured values are reflected across relevant modules (e.g., Shipment → Payment Type dropdown)

Key Benefits

• Flexibility to customize lookup values per company
• Better alignment with business-specific terminology
• Control over active/inactive values
• Improved user experience with tailored dropdown options

Service Level Type Enhancement – Company-Level Configuration

We have enhanced the Carrier configuration by introducing support for Service Level Type at the company level. This provides greater flexibility in defining shipment types and ensures accurate data is reflected across APIs and integrations.

Users can now configure Service Level Type directly at the company level under Carrier settings. This allows overriding the default (master) configuration when needed.

What’s New

• Company-Level Service Level Type Configuration
  Available under:
  Configuration → Carrier → Service Level → Type

• Supported Values

  • Parcel
  • Ltl
  • Ftl

Behavior Details

• By default, the system continues to use Service Level Type from master configuration
• If a value is configured at the company level, it will override the master configuration
• Configured Service Level Type is associated with each carrier service level
• The selected value is saved and applied across shipment processing

API & Webhook Enhancement

• Added new fields in responses:

  • Carrier Type
  • Service Level Type

• These fields are now available in:

  • Webhook payloads
  • Rate responses

Key Benefits

• Flexibility to define service types per company
• Better alignment with business-specific carrier configurations
• Improved accuracy in API and webhook data
• Supports integration scenarios requiring shipment type classification

Freight Rule Enhancement – New Criteria Support

We have enhanced the Freight Rules functionality by introducing additional criteria options. This allows users to create more flexible and accurate pricing rules based on cost values.

Two new criteria values have been added to Freight Rules, enabling rule creation based on cost-related parameters.

What’s New

New Criteria Added

• Published Cost
• Discounted Cost

Behavior Details

• Users can now select Published Cost or Discounted Cost while defining rule criteria
• These criteria can be used to:
  • Apply conditions
  • Define rule logic for pricing and markup
• When rule conditions are met, the configured results (e.g., markup, base cost adjustments) are applied

Key Benefits

• Greater flexibility in defining freight pricing rules
• Enables cost-based rule customization
• Improves pricing accuracy and control
• Supports advanced pricing scenarios

COO (Certificate of Origin) Document Generation Enhancement

We have enhanced the condition for generating the COO (Certificate of Origin) document. Previously, the COO document for international shipments was generated based on the Ship To details.
Going forward, the system will first consider the Ultimate Consignee details for COO document generation. If those details are not applicable, then we will consider the Ship To details. Note: The COO document will be generated based on the configured settings.

Activity Logs Enhancement – Extended Coverage

We have enhanced the Activity Logs functionality by extending logging support across additional modules. This provides better visibility, traceability, and audit control over key system configurations and operations.

Activity logging is now enabled for multiple modules, capturing Create, Update, and Delete actions to ensure complete audit tracking across the system.

What’s New

Carrier Configuration

• Activity logs added for:
  • Create
  • Update
  • Delete

Rules Engine

• Activity logs are now captured for the following rule types:
  • Business Rules
  • Document Rules
  • Freight Rules
  • Invoice Rules
  • Rate Shop Rules
  • Consolidation Rules

(All support Create / Update / Delete tracking)

Integration & API

• Activity logs added for:
  • Integration
  • Connectors
  • Webhook
  • Label Master

(All support Create / Update / Delete tracking)

Organization

• Activity logs added for:
  • Company Preference
  • Location
  • User

(All support Create / Update / Delete tracking)

Behavior Details

• Any Create, Update, or Delete action performed in the above modules will be logged

• Logs capture key details such as:

  • Action performed
  • User
  • Timestamp
  • Module/Entity affected

• Logs are available for audit and tracking purposes

Key Benefits

• Improved auditability and compliance
• Better visibility into system changes
• Easier troubleshooting and tracking of configuration updates
• Enhanced security and accountability

Package Status Update Fix – Multi-Package Shipments

We have fixed an issue related to status updates in multi-package shipments to ensure consistent tracking across all packages.

Issue Summary

• For multi-package shipments sharing the same tracking number,
• When a milestone/status was updated for one package,
• The update was not reflected on the remaining packages

Fix Implemented

Synchronized Status Updates : Now, when a milestone/status is updated for one package, the same update is automatically applied to all packages under the same tracking number.

Behavior Details

• Applies to shipments with multiple packages sharing a single tracking number.
• Any milestone update (e.g., In Transit, Delivered, etc.):
  • Updates the selected package
  • Automatically updates all associated packages
• Ensures consistency across shipment tracking

Password Expiry Exemption – User Configuration Enhancement

We have introduced a new enhancement to provide flexibility in enforcing password expiry policies. Users can now be marked as exempt from password expiry based on business requirements.

A new flag Password Expiry Exempt (Yes/No) has been added to user configuration. This allows specific users to bypass the password expiry policy while maintaining enforcement for others.

What’s New

• New User Flag: Password Expiry Exempt
  • Yes (True) → User is exempt from password expiry
  • No (False) → Password expiry policy is enforced
• Default Behavior : Existing users without this flag are treated as Non-Exempt (No)

Behavior Details

• When Password Expiry Exempt = Yes
  • User is not required to change password after expiry period
  • Login proceeds without any password change prompt
• When Password Expiry Exempt = No
  • Password expiry policy is enforced (e.g., 90 days)
  • User is prompted to change password upon expiry
  • Changing the flag dynamically updates behavior at login

Key Benefits

• Flexibility to exclude system/API users from expiry policies
• Maintains security enforcement for regular users
• Reduces operational disruptions for integration accounts

14. Address Book Enhancement – Logo Support

We have enhanced the Address Book configuration by introducing support for adding a Logo to address records. This allows better identification and branding for companies and contacts within the system.

A new Logo field has been added to the Address Book, enabling users to upload and associate an image with each address entry.

What’s New

• Logo Field in Address Book : A new upload option is available in the Address configuration
• Supported File Types
  • PNG
  • JPEG

Behavior Details

• While creating or editing an address, users can upload a logo using the Choose File option
• The uploaded logo is stored and associated with the respective address record

Key Benefits

• Improved visual identification of addresses and companies
• Supports branding requirements
• Enhances user experience in managing address records

Stackable Criteria Enhancement – Rate Shop & Business Rules

We have enhanced the Rules Engine by introducing a new Stackable field under Criteria. This enhancement allows users to define rules based on stackable shipment attributes, improving flexibility in rule configuration.

The Stackable field is now available as a selectable criterion in both Rate Shop Rules and Business Rules, enabling more granular control over rule execution.

What’s New

New Criteria Field: Stackable

• Available under Criteria selection in:
  • Rate Shop Rules
  • Business Rules

Behavior Details

• Users can select Stackable while defining rule criteria
• Rules can be configured based on whether a shipment is stackable or not
• When the defined criteria are met, the corresponding rule logic is applied

Key Benefits

• Enables rule creation based on stacking capability
• Improves flexibility in rate selection and business logic
• Supports advanced shipment handling scenarios
• Enhances accuracy in rule-based decision-making

Password Policy Enhancement – Minimum Length Update

We have enhanced the system’s password policy by increasing the minimum password length requirement to improve security and compliance.

The minimum password length has been updated from 8 characters to 10 characters across the application.

What’s Changed

• Minimum Password Length Updated

  • Previous: 8 characters
  • Updated: 10 characters

• Validation Message Added

  • Users will now see an inline validation message: “Minimum 10 characters required.”

Behavior Details

• All new passwords must meet the minimum length of 10 characters
• Applies to:
  • New user creation
  • Password reset
  • Change Password screen
• If the password is less than 10 characters:
  • System displays validation error
  • User cannot proceed until requirement is met
  • Existing users can continue using current passwords until they update/reset

Key Benefits

• Improved account security
• Clear validation feedback to users
• Better compliance with security standards

Ship Confirm Enhancement – Child Shipment Status Update

We have enhanced the Ship Confirm functionality to allow users to update child shipment statuses directly from the Ship Confirm screen. This improves operational efficiency and provides better visibility into shipment processing.

Feature Details

• Users can now select a specific Ship Confirm ID (SCID) and update its status directly
• Updates performed at the SCID level will automatically reflect on all associated child shipments

UI Enhancements

• Added option in Ship Confirm actions to update status
• Introduced status update modal with selectable status (e.g., Success)
• Added visibility of child shipment status updates in the Ship Confirm grid

Note: This functionality is available only for Ship Confirm records in the following statuses:

• In Progress
• Error

Key Benefits

• Enables quick bulk updates for child shipments
• Reduces manual effort in updating individual shipments
• Improves visibility and tracking of shipment confirmation status
• Enhances overall operational efficiency

PC*Miler Distance in Rate Shop and Shipment Details

We have enhanced the PC*Miler routing integration to display distance information in both the Rate Shop screen and Shipment view. This improves visibility of shipment distance during rate comparison and after shipment creation.

Feature Details

Distance in Rate Shop

When the routing connector (PC*Miler) is enabled and properly configured:

• Distance returned by PC*Miler will be displayed in the Rate Shop grid
• A new Distance column is shown along with rate details

Distance in Shipment (Ship View)

During shipment creation:

• If the routing connector returns distance successfully
• The distance will be saved with the shipment
• It will be displayed in the Shipment → Rates section

Configuration Dependency

This feature works based on the following conditions:

• Routing connector (PC*Miler) must be enabled
• Total Distance option must be enabled in Carrier Configuration

Configuration Path:

Configuration → Carrier → Select Carrier → Enable Total Distance

Behavior

• Distance is fetched dynamically from PC*Miler during rate shop
• The same distance is persisted when the shipment is created
• If distance is not returned by the connector, the field will remain blank

Key Benefits

• Provides better decision-making during rate selection
• Improves transparency of shipment distance
• Ensures consistency between Rate Shop and Shipment data

Notes:

• Distance is displayed only when returned successfully by the connector
• Requires proper configuration of routing and carrier settings

Shipment Error & Warning Visibility Enhancement

We have enhanced shipment visibility by introducing Error and Warning tracking directly within the Shipment module. In addition to existing error handling, the system now captures carrier warnings and displays them in the UI, improving transparency and troubleshooting capabilities.

Changes Implemented

• Added support to capture carrier warnings during shipment processing
• Introduced Error/Warning indicator in the Shipment grid
• Enabled row-level action to view detailed error/warning messages
• Displayed structured error details including:
  • Type
  • Code
  • Message
  • Key
  • Location
    · Included warnings in Excel Master Export as a default column
    · No additional configuration or column selection required for export

Behavior

• Errors and warnings are captured during carrier response processing
• Users can click the indicator icon to open a detailed Shipment Error(s) view

Key Benefits

• Improved visibility of shipment issues (both errors and warnings)
• Faster debugging with detailed error context
• Enhanced reporting with warnings included in exports

Notes:

• Warning details are automatically captured from carrier responses
• No impact on existing shipment workflows
• Export will always include warnings as a default column

Headless Changes

https://docs.piyovi.io/changelogs/api-reference#v260401