Release 3.7 (Tech Release 1.31)

🟢 Platform: Bundle Manifest Report

We've introduced the Bundle Manifest Report, which converts each delivery point's draw into the exact number of full bundles and remaining copies needed for a selected print day.

✅ What's New:

• A new Bundle Manifest Report is available under Reports
• Select a fulfillment creation/delivery date to generate the manifest
• Results are grouped by Vendor/Carrier, with delivery points ordered by their existing Delivery Sequence
• Each delivery point shows:
  • Delivery Sequence
  • Subscriber / Account Name
  • Delivery Address
  • Phone Number
  • Total Draw / Copies
  • Bundle Size
  • Number of Full Bundles
  • Remaining Copies
• Configure a default bundle size per delivery day, and override it for a specific date when heavy or large inserts require smaller bundles
• Bundle quantities are calculated automatically from Total Draw:
  • Full Bundles = Total Draw ÷ Bundle Size
  • Remaining Copies = the remainder of Total Draw ÷ Bundle Size
• Totals are displayed per Route and per Vendor/Carrier
• The report can be exported/downloaded

🎯 Impact:

Distribution teams can now prepare bundles for every route directly from Pelcro, eliminating manual bundle calculations on each print day.

🟢 Platform: Fulfillment Activity Report

We've introduced the Fulfillment Activity Report, a daily operational view of circulation changes across all fulfillments, organized by carrier and route.

✅ What's New:

• A new Fulfillment Activity Report is available under Reports
• The report is generic and consolidates activity across all relevant fulfillments and Bundle Tops for a selected fulfillment creation/delivery date
• Activity is grouped by Vendor/Carrier → Subscriber activity
• Supported activity types:
  • Starts
  • Stops
  • Vacation Pauses
  • Restarts
  • Missed Deliveries
• Each activity shows the subscriber, delivery address, phone number, quantity/copies, activity type, effective/delivery date, and resume date when applicable
• Totals by activity type are displayed per Route and per Vendor/Carrier
• Missed deliveries are drawn from Pelcro's existing delivery issue data
• The report can be exported/downloaded

🎯 Impact:

District managers can now review and follow up on every circulation change with the responsible carrier from a single daily report.

🟢 Platform: Bundle Tops Grouped by Carrier with Unassigned Routes

We've reorganized Bundle Tops so activity is grouped by carrier, and addresses without a route are no longer lost.

✅ What's Improved:

• Bundle Tops are now grouped by Carrier, then by activity section (Starts, Stops, Paused), then by Route
• Addresses without an assigned route appear in a dedicated Unassigned Route section under each activity type

🎯 Impact:

Carriers receive a clear, route-by-route view of their activity, and circulation teams can quickly spot and resolve addresses that are missing a route assignment.

🟢 Platform: Saved Skills for the AI Agent

The AI Agent can now reuse saved skills, reusable rules and business processes, so recurring work no longer starts from scratch.

✅ What's New:

• Creating skills are now available under Settings > Operations > AI Agent Skills
• Save rules and processes as skills at the site level
• Saved skills are applied automatically when a new AI Agent conversation starts, with no need to re-explain them
• Skills are shared across team members on the site, so everyone runs the same reports the same way

🎯 Impact:

Teams running recurring reports get consistent results in less time, without rebuilding context in every conversation.

🟢 Platform: Flexible Payment Method Removal

Customers and admins can now remove saved payment methods in scenarios that were previously blocked.

✅ What's New:

• A payment method tied only to manual-renewal subscriptions can be deleted without adding a replacement
• Admins can remove the only saved payment method on an account, including ACH

🎯 Impact:

Teams can clean up unused payment methods and fulfil customer data-removal requests without workarounds.

🟢 Platform: New Refund Reasons — Transfer & Non-sufficient Funds

We've expanded the list of refund reasons so refunds can be recorded accurately.

✅ What's New:

• Transfer and Non-sufficient funds are now available when updating a refund reason
• Both reasons are saved and displayed consistently across the dashboard, reports, and exports

🎯 Impact:

Finance and support teams can now record the true purpose of a refund, keeping accounting records, reporting, and audit trails accurate.

🟢 Platform: One-Step "Send as Gift" in the Default UI

We've simplified the Send as gift section of the default UI checkout into a single action.

✅ What's Improved:

• Selecting the Send as gift prompt now opts the purchase in as a gift in one step, replacing the previous dropdown-plus-toggle flow

🎯 Impact:

Gift purchasers enjoy a faster, more intuitive checkout, reducing confusion at the point of purchase.

🟢 Platform: Sales Role Can Manage Membership Members

The Sales collaborator role can now manage membership rosters without Admin involvement.

✅ What's New:

• Sales collaborators can view, add, and remove members within an existing membership
• Sales collaborators can export a list of members for a given membership

🎯 Impact:

Sales teams can handle routine membership changes themselves, freeing admins from day-to-day roster requests.

🟢 Platform: AI Agent Handles Long Export Ranges Automatically

We've improved how the AI Agent handles export requests that exceed the 6-month export limit.

✅ What's Improved:

• Requests spanning more than 6 months are automatically split into consecutive 6-month intervals, with one export per interval
• For example, a 2-year export is delivered as four sequential exports
• Long ranges are never sent as a single request, preventing failed or incomplete exports

🎯 Impact:

Users now receive the full data they asked for in one request, without having to break large exports up manually.