26.05.01

Introduction

We are pleased to announce the release of Piyovi v26.05.01, 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.

Preferred Delivery Time for Automatic Reports

The Report Scheduler module now supports configurable delivery times for automatic reports. Users can choose when reports should be generated and delivered based on their operational needs.

What Changed

Previously, scheduled reports were delivered only at a fixed system-defined time.
With this enhancement, users can now configure:

• Preferred report delivery time
• Schedule days
• Time zone

Navigation

Automation → Report Scheduler → Add/Edit Report Scheduler

New Scheduler Options

The Report Scheduler now includes:

• Schedule Time – Set the preferred report delivery time
• Schedule Days – Choose the days for report execution
• Time Zone Support – Configure report delivery based on the selected timezone

How It Works

When creating or updating a Report Scheduler, users can define the preferred schedule settings. Reports will then be automatically generated and delivered according to the configured time, days, and timezone.

This enhancement does not impact existing scheduler functionality or delivery methods.

Benefits

• Provides timely access to operational reports
• Helps transport and logistics teams plan activities more efficiently
• Offers greater flexibility and control over automated report delivery

Dangerous Goods (DG) Sequence Number Enhancement

The Dangerous Goods (DG) module has been enhanced with support for a new Sequence field across Product configuration, Shipment DG details, APIs, and Excel Import/Export.

This enhancement helps support carrier-specific DG requirements, including integrations such as FedEx, by allowing sequence information to be transmitted along with the UN Number.

What Changed

A new Sequence field is now available in:

• Product DG configuration
• Shipment DG grid/details
• External and Mobile APIs
• Excel Import and Export

UI Enhancements

Product Configuration

A new Sequence field has been added to the Product Dangerous Goods configuration screen.

Shipment DG Grid

A new Sequence column is now available in the Shipment Dangerous Goods grid for shipment-level DG entries.

How It Works

Users can now configure and maintain DG Sequence values at both the Product and Shipment levels. The configured Sequence value is:

• Included in shipment requests along with the UN Number
• Supported in Excel Import and Export
• Available through External APIs

Existing Dangerous Goods workflows and functionality remain unchanged.

Benefits

• Supports carrier-specific DG shipment requirements
• Improves Dangerous Goods data accuracy and compliance
• Enhances DG processing across UI, APIs, and integrations

Notes

• DG Sequence is currently not used in document generation (BOL, shipping documents, etc.)

Webhook Resend Functionality Enhancement

The Webhook Resend functionality has been enhanced to always use the latest configured webhook URL or API endpoint during resend operations.

Benefits

• Improves webhook resend reliability
• Reduces failures caused by outdated or incorrect endpoints

Stackable Option in Package Configuration

The Package Configuration module now supports a Stackable option at the master configuration level.

Users can define whether a package type is stackable, and the value will automatically default in the Ship screen when that package is selected.

Navigation

Configuration → Shipping & Compliance → Package → Add/Edit Package

What Changed

A new Stackable field has been added to Package Configuration with the following options:

• Yes
• No

How It Works

• Configure the Stackable value while creating or editing a package
• When the package is selected in the Ship screen, the Stackable value is automatically populated
• Users can still modify the value in the Ship screen if needed

Benefits

• Reduces manual data entry during shipment creation
• Helps standardize package handling configurations
• Minimizes user errors when selecting stackable options

Recharge Functionality Enhancement – Pitney Bowes Carrier

Recharge functionality is now supported for Pitney Bowes carriers.

Users can now recharge Pitney Bowes postage accounts directly from the Carrier configuration screen, similar to other supported postage carriers.

Navigation

Configuration → Carrier → Select Pitney Bowes Carrier → Recharge

What Changed

• Added Recharge tab support for Pitney Bowes carriers
• Users can recharge postage balances directly from the application
• Recharge transaction status and history are available within the Recharge tab

Benefits

• Simplifies recharge management for Pitney Bowes accounts
• Improves visibility into recharge transactions and errors

CSV Format Support for Report Scheduler

Report Scheduler now supports CSV as an output format in addition to Excel.

Users can configure scheduled reports to be generated and delivered in CSV format through supported delivery channels such as SFTP and Webhook.

Navigation

Automation → Report Scheduler → Add/Edit Report Scheduler

What Changed

• Added CSV as a report output format option
• CSV reports are supported for SFTP and Webhook delivery

Benefits

• Provides a simpler and integration-friendly report format
• Supports flexible report delivery across multiple channels
• Makes it easier to use scheduled reports with external systems and integrations

Pickup Notification Email Enhancement – Carrier Details

Pickup notification emails now include the Carrier Name along with existing shipment and pickup details.

This enhancement gives recipients better visibility into which carrier is assigned for the scheduled pickup.

Benefits

• Improves visibility of assigned pickup carriers
• Provides clearer shipment communication to recipients

Carrier Pickup Email Enhancement – Account Level Configuration

Carrier Pickup Email configuration is now supported at the Carrier Account level.

Users can now configure different pickup notification email addresses for individual carrier accounts, providing greater flexibility for multi-account carrier setups.

Navigation

Configuration → Carrier → Account → Add/Edit → Pickup

What Changed

• Added a new Carrier Pickup Email(s) field in Carrier Account configuration
• Pickup notifications now first check for account-level pickup email addresses
• If no account-level email is configured, the system automatically uses the existing carrier-level pickup email

Benefits

• Supports account-specific pickup notifications
• Improves flexibility for carriers with multiple accounts
• Provides better control over pickup communication management
• Existing pickup notification workflows continue working without changes

Notes

• Shipment pickup alert notifications use the new priority-based email resolution process
  • Pickup notification email resolution order:
    1. Carrier Account Pickup Email(s)
    2. Carrier Info Pickup Email(s)

Boolean Field Standardization Across Import & Export Modules

Boolean fields have been standardized across Import and Export modules to provide a more consistent and user-friendly experience.

What Changed

• Export files now display Boolean values using a consistent Yes / No format
• Import functionality now supports multiple Boolean formats, including:
  • Yes / No
  • True / False
  • 0 / 1

This enhancement has been implemented across multiple modules, including:

• Location
• User
• User Role
• Address Book
• Product
• Shipment
• Freight
• Rate
• Business

Benefits

• Improves consistency across Import and Export files
• Reduces confusion caused by mixed Boolean formats
• Maintains compatibility with existing import files and integrations

Carrier Label Generation Enhancement – PDF Support for UPS Labels

Previously, UPS labels were generated only in ZPL format.

Customers who required PDF-based labels for printing or integration workflows had limited flexibility and often needed external conversion processes.

UPS 4x6 and 4x8 carrier labels now support PDF format generation based on customer configuration.

Customers can choose to generate UPS labels in either:

• PDF
• ZPL

Benefits

• Provides flexibility in label output formats
• Supports PDF-based printing workflows
• Reduces the need for external ZPL-to-PDF conversion
• Maintains compatibility with existing ZPL integrations and workflows

Notes

• Applies to integrated carrier UPS 4x6 and 4x8 labels
• ZPL remains the default format when PDF is not configured

Shipment Status Update Enhancement – In Progress to Shipped

We have enhanced the Shipment Update functionality by introducing support for manually updating shipment status from In Progress to Shipped.

This enhancement helps users manage shipments that remain stuck in an in-progress state and ensures operational workflows can continue without delays. The enhancement is supported across both the UI and External APIs.

Navigation

Shipments → Update Shipment

What Changed

• Added support to update shipment status from:
  • In Progress → Shipped
• Added a new Status field in the Update Shipment functionality
• Supported across:
  • UI
  • External Update Shipment API
  • Shipment Update Webhooks

Notes

• Status updates are allowed only for shipments currently in In Progress
• Once marked as Shipped, the status cannot be reverted
• Updated shipment status is also included in Shipment Update Webhook events

Benefits

• Helps resolve shipments stuck in In Progress status
• Supports manual operational corrections when needed
• Keeps external systems updated through webhook notifications

Secondary Tracking Number Support for Generic Documents – 3PL Carriers

We have introduced a new feature to support printing of the Secondary Tracking Number for 3PL carriers on generic documents.   

Feature Behavior: 

• Previously, only the initial tracking number was displayed on generic documents

• With this update:  

  • If a Secondary Tracking Number is received from the carrier, it will be displayed on the documents  
  • If not available, the system will continue to display the initial tracking number as like existing behavior. 

• Applicable Documents:  These changes will apply to the following Generic documents: 

  • Generic BOL Document 
  • Generic Master BOL Documents 
  • Generic SLI Document 
  • Generic CCI  
  • Generic Packing Slip  
  • Generic Label 4x6  
  • Generic Label 4x8

Pickup Failure Notification Enhancement

A new Notify on Pickup Failure option has been added to automatically send email notifications when a shipment pickup request fails.

Users can configure pickup failure alerts directly from Company Preferences and choose who should receive the notifications.

Navigation

Configuration → Organization → Company Preference → Notification

What Changed

• Added a new Notify on Pickup Failure setting
• Users can enable or disable pickup failure notifications
• Support added for configurable notification recipients and additional email addresses

Supported Notification Recipients

Users can choose one or more of the following recipients: 

• Ship From : Notification will be sent to the Ship From email  
• Ship To   : Notification will be sent to the Ship To email  
• Shipper   : Notification will be sent to the logged-in user who did the order.  
• Others   : Users can manually enter additional email addresses in the provided text field.

Notes

• Notifications are sent only when the feature is enabled
• Multiple recipient options can be selected

Benefits

• Improves visibility into pickup failures
• Helps teams respond quickly to pickup issues

Notification Configuration Redesign & Recipient Management Enhancement

The Notification Configuration screen has been redesigned to provide a more flexible and user-friendly notification management experience.

Users can now independently manage notification settings, configure recipients, and add external email addresses for different shipment-related notifications.

Navigation

Configuration → Organization → Company Preference → Notification

Supported Notification Types

This enhancement applies to:

• Notify on Carrier Cancellation Success
• Notify on Carrier Cancellation Failure
• Delivery Email Notification
  

What Changed

• Added Enable/Disable toggle for each notification type
• Added flexible recipient selection options
• Added support for external email recipients

Supported Recipients

Notifications can now be sent to:

• Ship From contact
• Ship To contact
• Shipment creator (Shipper)
• Additional external email addresses

Notes

• Multiple recipient types can be selected together
• Additional Email(s) field is available when external recipients are selected
• Existing notification delivery workflows remain unchanged

Benefits

• Simplifies notification setup and management
• Provides better control over notification recipients
• Supports external recipients without shipment association

Carrier Screen & Account Management Enhancements

The Carrier Management module has been redesigned to provide a cleaner, faster, and more user-friendly experience for managing carriers and carrier accounts.

Navigation

Configuration → Shipping & Compliance → Carrier

What Changed

The Carrier screen now includes dedicated sections for:

• Carrier Library
• Accounts
• Integrated Carriers
• Generic Carriers

Carrier Library Improvements

• Improved carrier organization with separate Integrated and Generic carrier categories
• Enhanced carrier cards with logo, carrier type, connection status, and description
• Added real-time carrier search

• Added carrier type filters and sorting options

• Improved Connect/Connected experience with better status visibility
• Added Refresh option to reload carrier data instantly

Generic Carrier Management

Users with carrier management permissions can now:

• Add Generic Carriers directly from the Carrier screen
• Automatically refresh the menu after carrier creation

Note: Read-only users will not see management actions such as Connect or Add Generic Carrier.

Side Menu Enhancements

• Improved search and filtering behavior
• Faster navigation across carriers and account sections
• Better visibility of matching carriers during searches

Carrier Account Enhancements

• Added Excel export support for Carrier Accounts
• Currently, the Carrier Accounts export Excel file includes the following fields:
  • Account ID
  • Account Number
  • Name
  • Carrier
  • SCAC Code
  • Location
  • Active
  • Pickup Required
  • Pickup Ready Time
  • Pickup Close Time
  • Pickup Notification Required
  • Carrier Pickup Email
  • Created By
  • Updated By
  • Created On
  • Updated On
• Exported files are automatically downloaded with timestamp-based filenames

Benefits

• Simplifies carrier and account management
• Improves carrier search, filtering, and navigation
• Provides better visibility into connected carriers
• Enhances usability and overall user experience

Create Return Shipments for Shipped Orders

Users can now create Return Shipments directly from already shipped orders for supported carriers.

This enhancement simplifies the return process by automatically reusing shipment information and generating return shipments from the Shipment View screen.

What Changed

• Added a new Return option for eligible shipped shipments
• Return shipments can now be created directly from the original shipment
• Shipment details are automatically copied into the return shipment
• Ship From and Ship To addresses are automatically swapped
• Return Special service is automatically enabled by default

Return Shipment Identification

Return shipments are automatically created using the RS- prefix. Example:

• Original Shipment: 8903373
• Return Shipment: RS-8903373

Notes

• Return option is available only for carriers that support return shipment processing
• Return shipment labels are automatically generated after shipping

Benefits

• Simplifies reverse logistics and return processing
• Eliminates manual shipment recreation
• Reduces data entry effort and errors
• Improves operational efficiency for return shipments

Activity Log – Export Enhancements

The Activity Log module now supports Master Export and Excel Export options in both User Activity and Company Activity views.

This enhancement allows users to easily download and analyze activity records for auditing, reporting, and operational tracking..

Navigation

Configuration → Profile → Activity

What Changed

• Added Master Export option to download complete activity log records
• Added Excel Export option to export filtered activity data with selected columns
• Export functionality is available in:
  • User Activity
  • Company Activity

How It Works

Users can now export activity log data directly from the Activity screen based on current filters and selections.

Supported export options include:

• Full activity log export
• Filtered activity export
• Column-based Excel export

Notes

• Export files are generated in Excel format
• Existing activity log functionality remains unchanged

Benefits

• Improves visibility into user and company activities
• Provides flexible export options for operational reporting

Document Rules Enhancement for Generic & Carrier Documents

The Document Rules framework has been enhanced to support rule-based generation for Generic Documents and Carrier Documents, in addition to existing Custom Documents.

Users can now automatically generate shipment documents based on configurable business rules and shipment conditions.

Navigation

Configuration → Rule Engine → Document Rules

What Changed

Document Rules now support:

• Carrier Documents
• Generic Documents
• Custom Documents

Users can configure document generation rules based on conditions such as:

• Location
• Shipment source
• Business rules
• Other shipment criteria

Supported Generic Documents

Rule-based generation is now supported for documents such as:

• Generic BOL
• Packing Slip
• Labels
• QR Code
• Manifest
• Commercial Invoice

How It Works

• The system evaluates configured Document Rules during shipment processing
• Matching rules automatically determine which documents should be generated
• Existing document generation workflows continue to work as before

Notes If the same document is configured in both:

• Document Rules
• Carrier Document Configuration

then the Carrier Document Configuration will take precedence.

Benefits

• Simplifies document automation and management
• Provides more flexibility for shipment document generation
• Supports centralized and rule-driven document workflows

Spot Quote Reporting Enhancement

A new Spot Quote tab has been added under the Shipments section to provide a centralized view for managing Spot Quote shipments.

Users can now easily track quote activity, bid details, shipment status, and perform shipment actions from a single screen.

Navigation

Shipments → Spot Quote

What Changed

The new Spot Quote screen allows users to:

• View all Spot Quote shipments in one place
• Track Quote and Bid details
• Monitor shipment and quote status
• View pickup and delivery information
• Manage quote-related activities directly from the screen

Available Actions

Users can now:

• Edit Spot Quote shipments
• Resend Spot Quote requests
• Add comments
• Filter Spot Quote records

Visibility Improvements

The Spot Quote screen provides quick access to information such as:

• Quote ID
• Carrier Requests
• Bid Amounts
• Shipment Status
• Pickup Dates
• ETD Information

Benefits

• Centralizes Spot Quote management
• Reduces navigation between multiple screens
• Improves visibility into quote and bid activity
• Simplifies Spot Quote shipment operations
• Enhances operational efficiency for Spot Quote workflows

Tracking Milestone Webhook Events Improvement: 

We have improved the tracking milestones webhook request to provide additional shipment details, improving clarity and data consistency. 

• Added Item Details in the webhook payload: 

  • If item details are available under the package, they will be included.  
  • If items are not available in a package, only package details will be provided instead (as like same shipment create webhook event). 

• Added Billing Details in the webhook request:  

  • Billing details will be included when rate information is available.  
  • If no rates are available for a particular shipment, billing details will not be included in the webhook payload. 

• Applicable Webhook Events: 

The above enhancements are applicable to the following events: 

1. shipment.tracking.eventsupdate
2. shipment.tracking.update  
3. shipment.tracking.delivered  
4. shipment.tracking.exception

Unified Account Management & MFA Login

This release introduces the Unified Account Portal — a new, dedicated space where users can manage their Piyovi account security, MFA settings, and activity in one place. Administrators can now enforce MFA at the user level, and users access the portal directly from their Piyovi Profile page.

⚠️ The Unified Account Portal is currently in Beta. Features and UI may change in subsequent releases.

What's New

Unified Account Portal

The Unified Account Portal (account.piyovi.io) is the centrepiece of this release. It gives every user a single place to manage their account security — MFA, password, and activity history — without needing to contact an administrator for routine changes.

Users never need to navigate to the URL directly. The portal is linked from inside the Piyovi application on the Profile page.

Portal Access from the Piyovi Profile Page

A banner on the Profile page provides one-click access to the Unified Account Portal.

How to open the portal:

1. Log in to the Piyovi application.
2. In the left sidebar, expand Profile and click Profile.
3. The "Introducing the Unified Portal" banner appears at the top of the page.
4. Click Try it out — the portal opens at account.piyovi.io in a new tab.

Portal Navigation

• Account
  • Dashboard — Account overview with security status and quick actions.
  • Security — Set up or change your MFA method.
  • Change Password — Update your account portal login password.
  • Activity Log — History of portal logins, password changes, and security events.
• Qutick Access
  • Open Piyovi App — Returns you to the main Piyovi shipping application.
• Sign Out
  • At the bottom of the sidebar. Ends your portal session immediately.

Dashboard

• Status Indicators

  • Security — Shows Basic when no MFA is active; upgrades once MFA is enabled.
  • Last Login — When the portal was last accessed.

• Account Information

  • Full Name : Your registered display name
  • Email Address : Your portal login email
  • Customer ID : Unique account identifier
  • Organization: Your organization in Piyovi
  • Role : Your access level (e.g., User)
  • Session Expires : Time until the current session times out

• Quick Actions

  • Security Settings — Jump to MFA configuration.
  • Activity Log — Review recent account events.
  • Switch Organization — Access a different organization.

Security Settings — MFA Methods

Navigate via Sidebar → Security or the Security Settings quick action tile.

Note: If MFA was enforced by your administrator Email OTP is already active — you will receive a code by email at every login. No setup needed. If you prefer an Authenticator App, follow the steps below to switch.

• Method 1 — Email OTP
  • One-time code sent to your registered email at every login.
  • Default method when MFA is enforced by an administrator.
  • No app installation required.

• Method 2 — Authenticator App
  • Generates a 6-digit code 30 seconds in a app (Google Authenticator, Microsoft Authenticator).
  • Works offline. Stronger than Email OTP.
  • Requires a smartphone with an authenticator app installed.

Setting up or switching to the Authenticator App:

• Step 1: Click Authenticator App- On the Security Settings page, click the Authenticator App option to begin setup.
• Step 2: Scan the QR Code - A QR code is shown on screen. Open your authenticator app, add a new account, and scan the QR code with your phone camera.
• Step 3: Manual Key Entry (if QR scan fails) - Tap 'Enter manually' in your app and type the secret key shown below the QR code on screen (e.g., PCOP QLQB KXAS TU7Z A4MP 262E PZ6Z NEIL). Spaces are ignored.
• Step 4: Enter the 6-Digit Code - Your authenticator app shows a 6-digit code that refreshes every 30 seconds. Type the current code into the verification field on the setup screen.
• Step 5: Click Verify & Enable - Piyovi validates the code and activates the Authenticator App as your MFA method. The Dashboard security level updates immediately.

Note : Click Cancel at any time to abort setup. Your existing method (Email OTP) remains active.

Change Password (Account Portal)

• Update your account portal password from Sidebar → Change Password.
• Requirements: * At least 10 characters
  • One uppercase letter (A–Z)
  • One lowercase letter (a–z)
  • One number (0–9)
  • One special character (!@#$%^&*)
  • Must differ from all previously used passwords

Activity Log

• A chronological record of portal events: All Activity, logins, MFA Events, Security and Profile.
• Review this regularly to detect unauthorized access.

Login Process

The account portal login is a multi-step flow: email, then password, then MFA verification (if enabled).

Accessing the Login Page

• From inside Piyovi Application — Profile page → Unified Portal banner → Try it out.
• Direct URL — Navigate to account.piyovi.io in your browser.
• From piyovi.io — Click Log in with OAuth on the main landing page.

Standard Login (Email & Password + MFA)

• Step 1: Enter Your Email - On the portal login page, type your registered email address and click Continue.

• Step 2: Enter Your Password - Your email is shown as 'Signing in as [email]'. Enter your password.

• Step 3: Complete MFA Verification - If MFA is active on your account, a verification step appears after the password screen. Enter the 6-digit code from your email inbox (Email OTP) or your authenticator app (TOTP), then submit. The code refreshes every 30 seconds for TOTP.

• Step 4: Sign In - Click Verify.

On success you are redirected to the Account Portal Dashboard or the Piyovi application.

Forgot Password — Password Reset

Use this flow if you have forgotten your password, are accessing the portal for the first time, or need to reset your credentials.

• Step 1: Click 'Forgot password? - On the password entry screen, click the Forgot password? link (shown above the password field).

• Step 2: Confirm Your Email - The Reset Your Password page opens. Your email is pre-filled. Verify it is correct and click Send verification code.

• Step 3: Check Your Email - A Password Recovery Verification email arrives from [email protected] containing a 6-digit code and login context details (location, device, IP address).

• Step 4: Enter the Code -Type the 6-digit code from the email into the verification field. Codes expire quickly (request a new one if rejected -Click on Resend)- Click on Verify Code
• Step 5: Set a New Password - On the Create New Password screen, enter and confirm a new password meeting the requirements. Click Reset password.

• Step 6: Sign In - You are returned to the login page. Enter your email and new password to complete authentication.

Enforce MFA per User — Administrator Control

Administrators can now require MFA for individual users from the User management panel inside the Piyovi application.

Navigation: Configuration → Organization → User → Add/Edit User → Settings tab

Steps:

1. Go to Configuration → Organization → User in the Piyovi application.
2. Click Add User or the edit (pencil) icon next to an existing user.
3. Open the Settings tab.
4. Set Enforce MFA to Yes.
5. A blue banner confirms: "Email is the default MFA method."
6. Click Save.

Value	Behaviour
Enforce MFA = No	MFA is optional. The user may enable it themselves via the portal.
Enforce MFA = Yes	MFA is mandatory at every login. Email OTP activates automatically as the default.

Note: The Settings tab also contains Enforce Single Sign-On. Both can be enabled simultaneously.

Email OTP — Default MFA Method

When Enforce MFA = Yes, Email OTP activates automatically — no user action required

• A 6-digit code is sent to the user's registered email from [email protected] at every login.
• Takes effect from the user's next login after the admin saves the setting.
• Users can switch to an Authenticator App at any time from the portal.

Authenticator App (TOTP) Support

Users can opt for a stronger, offline MFA method by linking a TOTP-compatible authenticator app. Supported apps: Google Authenticator, Microsoft Authenticator, Authy, or any TOTP app.

Setup: Unified Portal → Sidebar → Security → Authenticator App

1. Click Authenticator App on the Security Settings page.

2. Scan the QR code using your authenticator app.

   If scanning fails, tap Enter manually in the app and enter the secret key shown on screen (e.g., PCOP QLQB KXAS TU7Z A4MP 262E PZ6Z NEIL).

3. Enter the 6-digit code from your app into the verification field.

4. Click Verify & Enable.

Note: Click Cancel at any time. Your existing method (Email OTP) stays act

Headless Changes

https://docs.piyovi.io/changelogs/api-reference#v260501