Welcome to our April 2026 Demo Day, our monthly showcase of recently shipped features and upcoming enhancements in Rover ERP.
This month’s updates span a wide range of functional areas, but a consistent theme runs through them: reducing the friction that accumulates in everyday workflows. Warehouse teams working on smaller devices get more usable screen space. Sales and POS teams get cleaner interaction patterns with fewer interruptions. Production planners get better direct control over the scheduling chart. Accounting teams gain configurable visibility through custom KPI cards and newly activated AP/AR detail pages. And at the platform level, two meaningful architectural changes arrive: background job processing that keeps users unblocked during longer-running tasks, and the first browser-based administrative tools for managing workflows directly in Rover Web.
Updates at a Glance
- Persistent Top Bar setting: users on smaller devices can now hide the header while scrolling to gain more screen space
- Print and export column selection now persists across sessions, removing the need to reselect columns each time
- Quote vs. order type selection has moved to the Parts tab in POS, eliminating an out-of-context prompt during customer selection
- Cart display updated in POS with a new expand behavior and responsive column visibility
- Single-line quote pricing is now available via a new MRK control setting for teams that don’t use multiple price break points
- Host-side validation events are now supported on additional markup and pricing fields in POS
- Production scheduling chart now supports click-and-drag panning, improved overlay positioning, and multi-interval splits in a single action
- Custom KPI cards can now be configured through Account Control, with multiple display types and interactive drill-down
- AP and AR detail pages are now active in production, supporting open, edit, and create actions with appropriate permissions
- FormsDef inline validation messages are now supported before form submission in Rover Web
- Tickets in Time received a recently viewed bug fix and two new fields: Hours Budgeted and Project Task
- Scan module headers now correctly display the current application name
- Background job processing allows longer-running tasks like imports to run without blocking the user (coming soon)
- Scan workflow actions introduce a new way to move through data rows and take action via configurable dialogs (coming soon)
- Web Admin module brings workflow configuration into the browser for the first time (coming soon)
- Rover AI pipeline app provides a configurable board for tracking and managing AI opportunities through the sales process
Here’s an in-depth look at what’s new:
Point of Sale Enhancements
Rover POS: Quote vs. Order Selection Moved to Parts Tab (UI Change)
For: POS users who manage both quotes and orders within the same session.
Quote and order type selection has been moved out of the customer selection flow and onto the Parts tab itself.
Previously, users who had access to both order types were prompted to choose between a quote or a new order immediately after selecting a customer, before they had any reason to make that decision. For users navigating to the invoices tab or performing other tasks that had nothing to do with order type, the prompt was an unnecessary interruption. The selection now appears on the Parts tab, where it is contextually relevant.
This is especially helpful when a POS user is performing mixed tasks across tabs during a customer interaction and doesn’t need to commit to an order type at the start of every session.
Rover POS: Cart Display and Responsive Column Formatting (UI Change)
For: POS users reviewing and editing quote or order line items.
The cart display has been updated with revised formatting and a new expand behavior. Line item detail is now collapsed by default and accessible through a plus icon. When collapsed, the cart indicates which fields are hidden, so users know what additional information is available before choosing to expand a row.
Column visibility in the cart is also now responsive to window size. On narrower screens, fewer columns display, and the indicator adjusts to reflect what will appear when a row is expanded. This is especially helpful when users are working on smaller monitors or browser windows and need a clear signal about what data is visible versus tucked into the expanded view.
Rover POS: Single-Line Quote Pricing via MRK Control Setting (Opt-In Setting)
For: POS and sales teams that use simple, single-price-point quotes.
A new MRK control setting, “Quotes: Single Line Pricing,” allows administrators to configure quotes to behave as if only one quantity price break point exists.
When this setting is enabled, the markup data table with multiple quantity and price breaks no longer displays. The cart reflects only the single price and quantity set for the item. When the setting is disabled, which is the default, the full price markup table displays and the price field in the cart is locked to prevent direct editing, directing users to the breakpoint table for any pricing adjustments. This distinction reinforces consistent pricing behavior depending on how a team manages quotes.
This feature applies to both quote and order types. Administrators can also now configure host-side validation events on individual fields within the markup and pricing section, which supports more complex integration scenarios and conditional pricing logic.
Production & Scheduling Improvements
Rover Web Production: Scheduling Chart Usability Updates (UI Change)
For: Production planners working directly in the scheduling chart.
The production scheduling chart has received three usability updates that improve navigation and operation management.
Click-and-drag panning is now supported directly on the chart. Users can click and hold to move through the schedule horizontally and vertically without relying on scroll bars. The overlay panel that appears when selecting a scheduled item has also been repositioned. Previously, the overlay anchored to the start of the bar, which meant it could appear off-screen when the start of a job was scrolled out of view. It now positions relative to the visible area.
The split operation has also been updated. Previously, users splitting an operation into multiple intervals had to perform the split one interval at a time. The split button in the overlay now mirrors the behavior available when dragging an item onto the chart, allowing users to define multiple intervals in a single action. This is especially helpful when a job needs to be distributed across non-contiguous time blocks or around scheduling constraints like weekends or planned downtime.
Accounting Dashboard & KPI Enhancements
Rover Web Accounting: Custom KPI Cards via Account Control (Opt-In Setting)
For: Accounting managers and finance teams configuring the accounting dashboard.
The accounting dashboard now supports custom KPI cards defined through Account Control, with configurable display types and interactive drill-down behavior.
Administrators configure a KPI card by selecting a data source and choosing a display type. Supported display types include:
- Stat card (supports multiple fields listed vertically)
- Bar chart
- Horizontal bar chart
- Line chart
- Pie chart
- Trend chart (in progress, not yet fully supported)
Once a card is configured and saved, it appears on the accounting dashboard and updates to reflect the selected data. Cards are interactive: clicking a chart segment or data point filters the view to show only the records behind that subset. Clicking the card header returns to the full dataset. This is especially helpful when accounting teams want to move quickly from a summary view into the specific records driving a number, without navigating to a separate lookup.
Previously, this section of the dashboard displayed a blank card with a title based on the selected KPI. The new configuration screen provides a dedicated data entry interface for defining what the card displays and how.
Rover Web Accounting: AP and AR Detail Pages Now Active in Production (Major Enhancement)
For: Accounting teams creating and editing accounts payable and accounts receivable items.
The detail pages for Accounts Payable and Accounts Receivable are now wired up and active in production.
Users with appropriate permissions can open existing AP or AR items into a detail view, make edits, and create new items directly from within Rover Web. Multiple items can be open simultaneously in tab view. This applies to both payables and receivables.
Cross-Platform Usability
Rover Web / Scan: Persistent Top Bar Setting (Opt-In Setting)
For: Warehouse and scan app users working on smaller or mobile devices.
A new “Persistent Top Bar” setting controls whether the header remains fixed at the top of the screen while scrolling.
When the setting is unchecked, the header scrolls out of view as the user moves down the page, reclaiming screen real estate for content. This is especially helpful for users on handheld devices or compact screens where the header’s footprint competes with the active work area. The setting is saved per user through the settings panel.
Rover Scan: Module Headers Restored (UI Change)
For: Scan app users navigating between applications within the scan module.
A regression that removed module and application names from the scan header has been resolved. The header now displays the name of the current module or application, and users can click it to return to the main scan menu.
Rover Web: Print and Export Column Selection Now Persists (UI Change)
For: Any user who regularly runs the same print or export operations.
Column selections made in the print and export dialog are now saved automatically. The next time the same export is initiated for a given table, the previously selected columns are pre-populated.
This applies across modules anywhere the print and export button appears. No additional configuration is required. The setting is stored per user and per table without any manual management.
Rover Web: FormsDef Inline Validation Messages
For: Users and administrators using host-configured form dialogs in Rover Web.
Rover Web now supports inline warning and error messages within FormsDef dialogs before a form is submitted.
When a host-side validation condition is triggered, the message can appear either inline within the form view or as a dialog pop-up, depending on how the form is configured. This gives administrators more control over how users are informed of validation issues during data entry, and it extends the range of host-configured workflows that can be supported in the web interface.
Tickets in Time
Tickets in Time: Recently Viewed Fix and New Fields
For: Users tracking project time and task-level details in Tickets in Time.
Two updates have shipped for Tickets in Time. A bug where deleted items were reappearing in the recently viewed list has been resolved. Items removed from that list now stay removed.
Two new fields have also been added: Hours Budgeted and Project Task. These were introduced to support specific use cases but are available for broader use where applicable.
Platform Infrastructure
Rover Web: Background Job Processing (Coming Soon)
For: Any user initiating longer-running tasks such as large file imports or document processing.
Rover is introducing a background job processing framework that allows longer-running operations to execute without requiring the user to remain on the initiating page.
When a background job is triggered, such as a large customer record import, a notification appears indicating that the job has been queued. The user can navigate freely within Rover while the job runs. A status indicator tracks progress, and the user can check in at any point to see how many records have been processed and whether the job has completed.
Previously, import operations required the user to remain on the page while the file processed. The new framework decouples the task from the session, so a 44-record import, for example, runs to completion in the background while the user continues working in another module.
This infrastructure is designed as an open platform. Additional workload types, including document processing and AI-driven operations, can be added over time. The framework also has architectural implications for how Rover’s API gateway handles compute-intensive work: tasks that previously required a connected ERP instance to perform and respond can now be queued and executed independently. This is especially helpful as Rover AI use cases grow in scope and volume.
This feature is not yet available in production. It is targeted for an upcoming release.
Rover Scan: Workflow Actions with FormsDef Dialogs (Coming Soon)
For: Warehouse supervisors and scan app administrators managing row-level task workflows.
A new workflow type is being introduced in the scan module that allows users to move through a set of data rows and take action on each one through configurable FormsDef dialogs.
When a workflow is launched, it presents a lookup-defined list of rows, such as items associated with a picker ID, and prompts the user to interact with each line. An optional auto mode advances to the next row automatically after each action is saved or cancelled. Row status is tracked visually across the session, with color indicators for completed, cancelled, and skipped items. A summary view at the end of the workflow provides an overview of what was acted on.
Workflows are configured through a new Web Admin module (described below) rather than through desktop forms. This is especially helpful for warehouse teams running structured picking or movement tasks where each line requires a specific action and tracking completion across the batch matters.
This feature is still in active development. Some summary and status behaviors are being refined before general availability.
Rover Web: Web Admin Module for Workflow Configuration (Coming Soon)
For: System administrators managing scan workflows and Rover Web configuration.
Rover Web is adding a dedicated Web Admin section, with workflow administration as the first capability exposed.
Administrators with appropriate permissions will access this section through a new icon in the left navigation. From there, they can view all defined workflows, create new ones, duplicate existing ones, and configure settings including display icons and row status colors. Configuration options that were previously only accessible through desktop forms are now surfaced in browser-based interfaces, including dropdown selectors for icon choices and color pickers for status indicators.
This is the first step in a broader effort to move administrative configuration out of server-side desktop forms and into the browser. KPI card management is noted as a likely next addition to the Web Admin section. Administrators should expect this area to grow incrementally as additional configuration surfaces are migrated.
Rover AI
Rover AI: Pipeline Management App
For: Sales teams and AI implementation teams managing active Rover AI opportunities.
A new pipeline management application has been built in Rover AI to support tracking and managing AI implementation opportunities across the sales and delivery process.
The app provides a set of core capabilities for managing AI opportunities across the pipeline:
- Remove and restore actions for opportunities that go inactive or re-emerge
- Opportunity board with drag-and-drop stage movement
- Per-opportunity readiness scoring across defined categories (data access, time investment, and similar factors)
- Linked Grain meeting recordings, accessible within each opportunity record
- Filtering to focus on specific subsets of active opportunities
Filtering options allow users to focus on specific subsets of opportunities. Opportunities that are removed from active tracking can be restored if circumstances change. The app was built on Rover AI using Rover’s own APIs and serves as a working example of how teams can use Rover AI to rapidly assemble process tools that bridge ERP data and external workflows. This is especially relevant for organizations whose current sales or operations processes stitch together ERP records, email, spreadsheets, and collaboration tools, and who want a faster path to consolidating that into a single configurable interface.
Why It Matters
The through-line in this month’s updates is reducing friction at the points where it compounds most, without requiring users to change how they fundamentally work.
UI updates across POS, the scheduling chart, and the scan module all follow the same logic: the interface should conform to the work. The order type prompt now appears where it is contextually relevant. The scheduling overlay positions relative to the visible area. The persistent top bar setting gives users on smaller devices more usable screen space. These are incremental adjustments that add up across a workday.
The accounting and platform updates operate at a different layer. Custom KPI cards give finance teams direct control over how they surface and navigate their own data. The background job framework allows longer-running tasks to run without blocking the user. The Web Admin module begins shifting administrative configuration into the browser, opening up options that browser-based interfaces handle more naturally than desktop forms.
The Rover AI pipeline app illustrates a different kind of value: a purpose-built process tool assembled quickly because the underlying ERP data and APIs were already in place. It’s a practical example of what becomes possible when AI development can build directly on an established data foundation.
Rollout & Availability
Most features covered in this Demo Day are available now in the April 2026 release, including the AP/AR detail pages, POS updates, scheduling chart improvements, custom KPI cards, print/export persistence, and Tickets in Time updates. Background job processing and the scan workflow engine are not yet available in production and are targeted for an upcoming release. The Web Admin module for workflow configuration is also in progress. Customers on hosted environments will receive shipped updates automatically. Self-hosted deployments should coordinate with their Rover support contact for upgrade scheduling.
Want to explore these updates further? Current customers can access detailed release notes in the Customer Portal. If you are not yet a customer, schedule a demo to see these updates in action.
