March 2026 Product Update

March 2026 - New Features & Notable Improvements

March introduced practical updates designed to make everyday work easier for distributors: less manual admin, smoother ordering and payments, and fewer issues to troubleshoot.

This post focuses on the updates your team will feel directly in daily operations.

Admin UI & UX

• Customer contacts interface: contact management has been fully revamped, and all locations now appear by default so your team has the full customer picture in one place.
• Multi-sheet import/export: customers, contacts, and locations can be imported/exported through a single multi-sheet file, reducing manual prep work and cross-file errors.
• Products bulk import/export: product catalog updates can now be handled in bulk, making seasonal refreshes and supplier price changes much faster to execute.
• Product import error enhancements: import failures now return clearer, more actionable feedback so teams can fix data issues quickly instead of trial and error.
• Order import editing: admins can now review and edit imported orders and line items before saving, reducing cleanup work after imports are uploaded.
• Gross profit on order pages: gross profit is visible directly on order form and detail pages, so margin checks can happen while building the order.
• Last-used price on line items: order entry now surfaces prior price context per line item, helping teams keep pricing consistent.
• 14-day order activity sparklines: buyer activity trendlines on index views make it easier to spot dormant, rising, or unusually active accounts.
• Read-only and filterable carts: admins can inspect carts safely without editing, and filter carts by line items and active buyer status for faster triage.
• Segment contact picker: segment contact selection now includes search and a faster table view, which makes campaign setup easier on large customer lists.
• Images management overhaul: the image library experience has been redesigned, and image version processing now runs asynchronously to keep UI actions responsive during heavy media activity.
• Overview top buyers: the dashboard highlights top buyers more clearly, helping teams quickly understand who is driving volume.

Buyer activity in context: customer index with recent activity visualization.

Updated image library with a clearer upload flow for busy teams.

Marketing

• Marketing pages: teams can now build and manage dedicated marketing and landing pages directly in platform, reducing dependency on external tooling.
• Emails and segments: campaign creation now includes built-in audience segmentation, making it easier to target communications by customer profile and behavior.
• Email title field: marketing emails now support a dedicated title, making campaigns easier to organize and review later.

Payments

• Bulk invoice payments: buyers can pay multiple invoices in one checkout flow from storefront, reducing friction for customers carrying several open balances.
• Vendor logo upload on Helcim approval: branding is now applied automatically after approval, so payment setup feels polished from day one.
• Default card and ACH for new buyers: new buyer profiles start with both payment rails enabled, speeding up first-payment readiness.

Order Import

• More resilient CSV import handling: order imports now correctly process messy files more reliably, reducing failed uploads and manual correction work.

Storefront

• Mobile and tablet bottom navigation: the default storefront theme now includes bottom nav on smaller devices for easier one-handed browsing and ordering.
• Require approval for new signups: vendors can gate account activation through manual approval for tighter control of buyer onboarding.
• Hide payments and sub-hour draft timing: storefront configuration now supports hiding payments per vendor and shortening draft order timing to under one hour, which helps match faster operational windows.

Carts can now be reviewed safely and filtered quickly during day-to-day operations.

The refreshed image workspace stays clean while uploads continue in the background.

What March Delivered

March focused on two outcomes: higher operator speed and stronger production reliability. Teams now have better tools for high-volume admin workflows, more capable marketing and payment experiences, and improved confidence across imports, sync, and platform operations.

As always, if you want help adopting these features in your workflow, book a demo and we will walk you through the highest-impact rollout plan for your team.