Feature Overview:

This foundational update brings full feature parity to the V2 platform by enabling the Line Items Module. Admins can now configure dedicated Line Item table views within the V2 Module Builder, complete with the robust filtering capabilities previously available in V1. This update unlocks advanced line item workflows, allowing users to view, filter, and edit data within a modern V2 interface.

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Related Features:

• Module Builder
• Ticket View Configuration
• Line Item Status & Summarization

Features/Benefits:

• V2 Module Parity – The "Line Items" module type is now fully functional in the V2 builder, rendering a high-performance table view that populates with live data.
• Advanced Table Filtering – Search and isolate specific line item records using the same powerful filter logic found in V1, optimized for the V2 user interface.
• Streamlined View Management – Easily add and manage Line Item Table Views through Company Settings → Ticket Views, then assign them to active modules.
• Direct Record Editing – Modify line item details directly within the V2 table view, ensuring data accuracy without needing to switch back to legacy interfaces.
• Unified Navigation – Line item modules now appear seamlessly in the V2 left-hand navigation, providing a consistent experience across all record types.

How It Works:

1. Enable the View: Navigate to Company Settings → Ticket Views and create a new Line Item Table View.
2. Configure the Module: In the V2 Module Builder, add a new module and select "Line Items" as the module type.
3. Assign the View: Within the module settings, select your newly created Line Item Table View from the dropdown.
4. Access Data: Click the module in the left navigation to open the functional table.
5. Filter & Edit: Use the header filters to query specific records (e.g., by Date, SKU, or Status) and click on individual rows to perform edits.