Release Notes

• AWS S3 Bucket Implementation with CloudFront Distribution in entire system

• Woo-Commerce Integration - Add Settings for setup woo-commerce integrations

  Open

  

• Quotes Order

  • Delivery location option

    Open

    

  • Sort order option for inventory line items

  • Show delivery location on send quotes and more...

• Sales Order

  • Toggle Settings for Re-Sign Contract Option when pricing update after signed contract

  • Sort order option for inventory line items

• Rental Order

  • Toggle Settings for Re-Sign Contract Option when pricing update after signed contract

  • Sort order option for inventory line items

• Service Order

  • Toggle Settings for Re-Sign Contract Option when pricing update after signed contract

  • Sort order option for inventory line items

  • Send notification to manager when technician request a custom wrench time

• Images optimization in entire system, create medium size images for fast loading

• Inventory

  • Mass option for Add bundle items
    
    

  • Mass Publish On Google Option

  • Display Price On Website(Text) option

  • Mass update op Published on Woo-Commerce

• Parts

  • Mass option for Add bundle items

  • Display Price On Website(Text) option

  • Mass update op Published on Woo-Commerce

• Balance sheet Report*

• Push Notification

  • Update the notification details based on device type such as Android or iOS

• Appointment - Add Deliverable fields when creating new appointments

• Show Tax type on hover and Show Tax Type (Inventory or Assets) while adding from order summary in all orders

• Entire System - Show selected records count even if available on single page.

• Add Filter for find the items have no images

• Update All Dashboard Chart, Display listing first and then chart on second tab

• Sales Dashboard - Sales Associated - Add Cost field in sales associated widget

• Add Toggle Settings for Display Price on Website and FTP data exported

• Businesses  - Exported attachments when export business details

• Planet Trailer - Integrate the Place API for get lat and log using Google Place API

• Quickbooks

  • Tracked By Location or Tracked By Classes option

  • Sync data according to tracked by option

  • Sync the multiple payments with dates

  • UpDeposited Amount option in Bank account

  • Manage Sync Logs

  • Show parts number in QuickBooks invoice

• Assets - Mass option for Add bundle items

• Sold Inventory Report

  • Displayed the Sold Out Date

  • Displayed cost per unit

  • Displayed Vin number

• Sales and Rental Reports - Add Business filter

• Sales Order - Dashboard - Sales Associated - Add cost field

• Lead - Inputted default date

• Customer Own Amount (Customer Wallet Balance options)

  • Show customer wallet balance under the profile page (for individual and businesses)

  • Show the Wallet balance History

  • Adjustment Wallet balance option

  • Sales Order

    • Pay from wallet balance option

    • Refund to wallet balance option

    • Show pay using wallet balance details on orders

    • Show pay using wallet balance details on invoices

  • Rental Order

    • Pay from wallet balance option

    • Refund to wallet balance option

    • Show pay using wallet balance details on orders

    • Show pay using wallet balance details on invoices

  • Rental Order

    • Pay from wallet balance option

    • Refund to wallet balance option

    • Show pay using wallet balance details on orders

    • Show pay using wallet balance details on invoices

  • Accounting -> Transaction : Show the customer wallet balance payment details

• Reports

  • Payment Summary Reports : Show the customer wallet balance payment details

  • Payment Received Reports : Show the customer wallet balance payment details

  • Cash Summary Reports : Show the customer wallet balance payment details

• Bug fixes

Assets Seasonal Pricing

• Manage Seasonal Pricing (Add, List, Update and Delete)

• Flat or Floating seasonal pricing option
  
  

Push Notification

• Added new mobile push notification options for

  • Create Rental order from Asset Profile page

  • Add Assets to existing order from asset detail page

  • Create Rental Order from asset listing page

  • Add Assets to existing order from asset listing page

  • Extend Asset item

  • Quote order Convert to Rental Order

  • When create new Quotes Version (Rental quotes)

Category

• Export categories option

Inventory Bundle Items

• Manage bundle items at Inventory -> Related item -> Bundled item -> Add Qty & Discount option

• All Orders - Suggest to user about the add bundle items when adding line item, user can skip it

Label Printing

• Add Font size and Label size option in settings

• Update code for proper label printing in Chrome, Firefox and Edge browsers for window system

Parts (Inventory)

• Dynamic Parts Title option (show parts number or common name based on toggle settings)

• Edit item with parts have 0 qty

Report

• Threshold Report

• Inventory - Update Min and Max threshold option from profile page

  • Added Threshold report (Min and Max)

• Sold Inventory Report

  • Add Accounting fields (Acquisition price, soft pack, shipping amount, interest charges)

Imports

• Show Skip records count and report details in whole system such as Asset, Inventory, Customer, Business, Vendor, Category, Manufacturer and Vehicle

• Allow to Update Records based on WR ID in Inventory, Asset, Customer, Business

Location Specific Addresses on Invoice

• System Settings -> Company  - Allow to add multiple locations address

• Show addresses on invoice and mail template in whole system such as Sales Order, Rental Order, Service Order, Customer Portal and more

Order's Inventory Line item notification options

• Sales Order  : Notify to user (via email, web and mobile) when update line item status

• Rental Order  : Notify to user (via email, web and mobile) when update line item status

• Service Order  : Notify to user (via email, web and mobile) when update line item status

Quickbooks

• UnSync Accounts from quickbooks option
  
  

Purchase Order

• Create PO option from item profile page

Sales Order

• Custom field display in order line items.
  
  

• Column selection option via three dots; maximum two columns selectable.

• Display custom fields on order line items, invoices, and sent invoices.
  
  

• Introduction of Contract Tab on Sales Order to store and manage multiple contracts per order.
  
  
  

Attachments

• Pagination for attachments (10/20/30/40/50 records per page).

• Sorting options by 'Type' and 'Date Created' in attachment list view.
  
  

Delivery Note

• Addition of 'Delivery Note' in Delivery Address.

• Address format updated in invoices

• "Scan and Pay" removed from invoices.

Line Item Search:

• Added settings to customize fields displayed during item search in order line.

• UI now reflects user-selected fields.

Rental Order:

• Similar enhancements to Sales Order, applied to Rental Orders.

• Contract management under Contract Tab.

• Updates to Rental Calculation/feature.

• Merging Date and Time into DateTime.

• Pricing options based on rental period.

Inspection Capture:

• Paginated display and sorting for Inspection Capture in rental details.

Service Order:

• Similar enhancements as Sales Order, adapted for Service Orders.

• Removal of sign contract option from Internal type service orders.

Billing Terms:

• Option to enable billing terms for rental and service orders.

• New "Billing Terms" tabs under respective orders with reminder settings.

Quotes Order:

• Custom field display tailored to specific order types.

• Custom fields shown in Print and Send Quotes.

Purchase Order:

• Display of item name in purchase order listings.

• Enhanced item management without VIN.

• Item Name and Unique ID inclusion in listing.

• Filtering purchase orders by item name.

Assets:

• Various asset management improvements including mass publishing, video link management, pricing updates, and image imports.

Inventory:

• Similar asset management features adapted for inventory items.

Parts:

• Similar asset management features adapted for parts.

Reports:

• Enhanced Sold Out report with filtering options.

Global Search:

• Attachment search by tag name and attachment name across the system.

FTP Feed:

• Updated column mapping options and custom field inclusion.

Business:

• Addition of new field for Dba other names.

Attachments System-wide:

• Expanded file types allowed for attachments.

• Increased upload limit to 50 MB per upload.

Exports System-wide:

• Export WR IDs across all export functions.

Notifications:

• Location-based notifications as per user profile settings.

Customer Portal:

• Customers can now update Front and Back Images.

• Ability for customers to update Driving license and Insurance details.

• Customers can upload multiple attachments.

• Upload limit increased to 50 MB per upload.

Flat Fees option

• Ability to add fees

• Allow fees based on specific location

• Allow applied fees on all orders

• Inventory

  • Provide option to select fees on inventory level

• Assets

  • Option to select fees on asset level

• Sales Order, Rental Order, Service Order

• Apply fees when line item added (if fees selected under the items)

• Remove fees when line item deleted or cancelled

• Can add fees on order level (in order summary window)

• Quotes Order

  • Apply fees when line item added (if fees selected under the items)

  • Remove fees when line item deleted or cancelled

  • Can add fees on order level (in order summary window)

  • Fees will be applied when quote converted to order

Import Features

• Allow custom fields on import

• Allow accounting fields on import

• Update fields option

Inventory

• Add color field in column selection

• Set default filters "In Stock" and "On Order"

• Show the vendor columns

• Provide sorting by VIN

Assets

• Provide Sorting by VIN

• Related items

  • Add related item

  • Delete related item

Purchase Order

• Received item with tax details option

• Set default qty when receiving items

Sold Inventory Reports

• Add item type filter, parts or inventory

Attachments

• Individual

  • Add tag options in attachments

  • Front image -  tag options

  • Back image -  tag options

  • Show attachments in list and grid view options

• Businesses

  • Add tag options

  • Show attachments in list and grid view options

• Sales Order, Service Order, Quotes Order

  • Show attachments in list and grid view options

• Rental Order

  • Show attachments in List and Grid view options

  • Inspection - list and grid view options in pre and post Inspection

FTP Feeds

• Added two types of protocol connection (FTP and SFTP)

• Added root fields

• Download last generated file option

• Column/Field mapping options

  • Ability to export column name and choose appropriate fields from systems

  • Ability to add multiple fields and remove

  • Drag and drop to update fields display order (sort option)

  • Allow dynamic number of images to be exported

Purchase Order

• Options include ‘Print/Download Purchase Order’, ‘Send Purchase Order Email’, ‘Send Purchase Order SMS’, ‘Ship To’ and 'Ship To' filter, ‘Estimated Arrival Date’, 'Update Assets Items Received'

• Manage by VIN/IDs Items options when Items received, include: ‘Input General and Accounting Details', input custom fields, set default WR IDs

• Added settings to allow custom line items on Purchase Order

Quotes Order

• Added settings to allow custom line items on Quotes Order

Inventory

• Added ‘On Order’ filter

• Show PO hyperlink in listing

• Update availability filter to allow multi-select (in stock and on order)

• Show Vendor field under Stock History tab

• Update Stock History to show ‘stock add’ (return item)

• Update Timeline to show PO activities

Parts

• Added ‘On Order’ filter

• Show PO hyperlink in listing

• Update availability filter to allow to select multiple option (in stock and on order)

• Show Vendor field under Stock History tab

• Update Stock History to show ‘stock add’ (return item)

• Update Timeline to show PO activities

• Can update Accounting details on Stock Reconcile

Customers

• Option to import 'customers associated with'

Update Attachments features in following module

• Sales Order, Rental Order, Service Order, Purchase Order, Quotes Order, Service Appointment, Assets, Inventory, Vehicles, Customer

  • Allow DOC, XLS, PPT and CSV

  • Increase file size upload limit to 25 MB

  • Can update input tags

  • Search attachments based on tags

  • Can update Display Name

• Can update pre-and-post inspection capture on Rental Order

Search Items by custom fields and add as line item, in: Sales Order, Rental Order, Service Order, Purchase Order, Quotes Order

Added ‘Related Items’ tab under inventory

• Enable/Disable setting

• Added ‘Related Items’ tab under inventory

  • Ability to add Related Items, Compatible Items, Bundled Items, Suggested Items

FTP Feed

• Manual sync option

• Show last sync details

• Test connection with FTP server option

Billing Terms (Integration: Payments)

• Enable/disable billing terms settings

• Added default terms and reminder

• Ability to add custom terms

• Customer Reminder

  • Ability to add custom reminders

  • Ability to add SMS and email template for customer reminders

• User Reminder

  • Enable user reminder

  • Web notification and mobile app reminder options

• Sales Orders

  • New "Pay Later Terms" tab

  • Enable Pay Later Terms at Order level

• Allow selection of reminders send to customer

• Automatically send reminder to customers per user configuration

Import Data Features

• Import feature redesign to allow import using Excel instead of CSV file

  • Affects Inventory, Assets, Individual, Businesses , Vehicle, Vendor, Service Category, Category, Manufacturer

• Ability to custom import

  • Import custom fields in Inventory, Asset, Individual, Business, Vehicle

Sales Order and Rental Order

• Show Delivery location on order details page

Inventory

• Listing page: Increased speed of search results

• Ability to rename length, height and width fields, or remove them from Layout

Communications: System Notifications/Alerts

• Added website text/chat notification

Subscription request

• Show amount due today, next due date, next payment

Website Text/Live Chat

• Update Settings to provide separate options for enable/disable Live Chat and Website Text

• Disable 'Website Text' if Twilio from number not added or disabled

• When customer sends message, show system generated message to customer such as "We’ve received your message! You’ll get a text message back from the following number"

• Send auto message to customers such as "Thank you for contacting [business name]! One of our representatives contact you soon."

Quotes order version options

• Added Settings -> Other Settings -> Manage Quotes Version

• Allow create quotes version

• Show different quotes version options

• Print different quotes version options

Asset Usage Tracking (Miles and Hours)

• Added Settings -> Items -> Assets -> Asset Usage Tracking

• Manage Assets usage tracking for individual items

• Allow updates to usage while items rented out or returned

Assets Half Day Pricing

• Added Settings -> Items -> Assets -> Asset Booking Hours/Days

• Allow updates to individual item settings

• Allow add half day pricing at item level

• Update Rental calculation

• Quotes Order

  • Update Added Half Day Pricing in Rental Type Quotes Orders

  • Convert Quotes order to Rental order

Accountings/QuickBooks

• Allow select Account Group before sync from QuickBooks

• Account Group Active/Inactive Option

• Mapping WebbRes Account Group with Quickbooks

• Handling authorization failed error

• Unmapping Account Group when deactivated.

Service Order

• Service Category - Allow Attached Parts with Quantity options

• Add parts with quantity while adding service line items (if parts attached)

• Update the service line item calculation, it will calculate based on minutes as well

Twilio Opt-Out and Opt-In

• Store the customer opt-out and opt-in request

• If customer has opted out then show message when sending message

Delivery Location

• Add  Settings -> Items -> General Setting -> Delivery Location

• Sales Order

  • Allow Add Delivery Location

  • Show Delivery location on Invoice

• Rental Order

  • Allow Add Delivery Location

  • Show Delivery location on Invoice

Publish Item via FTP Feed

• Add Settings -> Items -> General Setting -> FTP Feed Setup

• Generate CSV files

• Upload CSV file to FTP server

• Make a Schedule for create CSV file and upload on FTP server

Update mail templates

Quotes Order

• Quotes Order -> Request Approval/Authorized
  
  

  • Redesigned the Request Approval functionality

  • Allow to partially authorized (choose the items and authorized)

  • Customer can Sent Text/Message option

  • Customer can Decline the request option

  • Print Option

  • Customer can show the terms and conditions

• Quotes Order -> Communications: Tracking SMS Status (Sent/ Delivered / Undelivered / Failed)

  • Show tracking icon in Custom chat

  • Show tracking icon in Sent Quotes

  • Show tracking icon in Request Approval

Sales Order

• Inventory line item status will be updated to "Delivered/Sold Out" when order completed

• Sales Order -> Request Approval/Authorized

  • Redesigned the Request Approval functionality

  • Allow partially Authorized (Choose the items and authorized)

  • Customer can Sent Text/Message option

  • Customer can Decline the request option

  • Customer can Pay Amount option

  • Print Option

  • Customer can show the terms and conditions

• Sales Order -> Request Payment

  • Completely redesigned the Request Payment functionality

  • Customer can Sent Text/Message option

  • Print Option

  • Customer can show the terms and conditions

• Sales Order -> Communications: Tracking SMS Status (Sent/ Delivered / Undelivered / Failed)

  • Show tracking icon in Custom chat

  • Show tracking icon in Sent Invoice

  • Show tracking icon in Request Approval

  • Show tracking icon in Request a review (review and reputations)

Rental Order

• Inventory line item status will be updated to "Delivered/Sold Out" when order completed

• Rental Order -> Request Approval/Authorized

  • Redesigned the Request Approval functionality

  • Allow partially Authorized (Choose the items and authorized)

  • Customer can use Sent Text/Message option

  • Customer can use Decline the request option

  • Customer can use Pay Amount option

  • Print Option

  • Customer can show the terms and conditions

• Rental Order -> Request Payment

  • Completely redesigned the Request Payment functionality

  • Customer can Sent Text/Message option

  • Print Option

  • Customer can show the terms and conditions

• Rental Order -> Communications: Tracking SMS Status (Sent/ Delivered / Undelivered / Failed)

  • Show tracking icon in Custom chat

  • Show tracking icon in Sent Invoice

  • Show tracking icon in Request Approval

  • Show tracking icon in Request a review (review and reputation)

Service Order

• Inventory line item status will be updated to "Delivered/Sold Out" when order completed

• Service Order -> Request Approval/Authorized
  
  

  • Redesigned the Request Approval functionality

  • Allow partially Authorized (Choose the items and authorized)

  • Customer can Sent Text/Message option

  • Customer can Decline the request option

  • Customer can Pay Amount option

  • Print Option

  • Customer can see the terms and conditions

• Service Order -> Request Payment

  • Redesigned the Request Payment functionality

  • Customer can Sent Text/Message option

  • Print Option

  • Customer can see the terms and conditions

• Service Order -> Communications: Tracking SMS Status (Sent/ Delivered / Undelivered / Failed)

  • Show tracking icon in Custom chat

  • Show tracking icon in Sent Invoice

  • Show tracking icon in Request Approval

  • Show tracking icon in Request a review (review and reputations)

Report

• New report - Rented Assets Report

Log Sent Email (Email History)

• Show list of attachments (images and invoices) with log sent email

Locations

• Added new fields for city name

• Show city name in invoices

Show "Action" button permanent in entire system

Link Sales order with Service order

Purchase order

• Update the Order line items and Item profile price when it's received from PO

Quotes Order

• Rental Quotes

  • Added From and To dates

  • Added Pickup and Drop-off location options

  • Show Assets pricing and calculate pricing based on durations

  • Send Request Approval via Text (SMS)

  • Send Request Approval via Email

• Sales Quotes and Service Quotes

  • Send Request Approval via Text (SMS)

  • Send Request Approval via Email

Rental Orders

• Update rental Invoices, Show Duration and Quanity fields

• Close Order and Re-Open Order options

Sales Orders

• Close Order and Re-Open Order options

Service Orders

• Close Order and Re-Open Order options

• Warranty Order

  • Norstar: Added Warranty Claim tab

  • Norstar: Fill the form and submit the warranty claim with attachment option

Purchase Orders

• Pull the details and fill when item received so user can adjust pricing

Texting

• Track SMS Status including show SMS status, sent, delivered, or undelivered with error message

Locations

• Move Availability Settings from Locations to System Settings under Items and Assets submenu

• Rename Rental Availability tab to Store Hours

Review & Reputation

• Added customer Email and Phone columns

• Added Not Yet Sent filter option

Assets

• Make Pricing Tab dynamically update from layout

Inventory

• Export Accounting fields and Custom fields

Mail Template : Update mail template wording

• Inventory Soldout report: Update inventory soldout report, it will based on order's line item status

• Payment Received report: Set default Today's filter

• On Hand Inventory report: Added Export option

• Set default List View in these reports (Cash Summary,  Inventory Soldout, Sales Order, Wrench Time, Payment Received, Tax Collection)

Accounting

• Control Accounts option

  • Master menu, service amount, and uncategorized income, account mapping options

• Account Groups

  • Add Save Account Under option

  • Add Details Type option

  • Sync From QB option

• Orders

  • Sync Inventory with Quickbooks

  • Sync Sales Order with Quickbooks (create invoice in Quickbooks)

  • Sync Charged payments with Quickbooks

  • Rollback All Transactions from Quickbooks when order reopened

Sales Dashboard

• Added Inventory Type (Inventory or Parts) in the following widgets

  • Recent Order | Sales by Category (amount)| Sales by Category (product count) | Sales by Location (amount)

  • Sales by Location (product count) | Sales by Manufacturer (amount) | Sales by Manufacturer (product count)

  • Top Most Sales Items (amount) | Top Most Sales Items (product count)| Average Sales Cycle

• Export Data features in dashboard Widget

Rental Dashboard

• Export Data features in dashboard widget

Locations

• Move Assets Availability settings from Location to System Settings under Assets

Others

• Customer can print invoice option when invoice sent by text

Deposit Amount option added in the following orders and forms

• Sales Order

• Service Order (Customer Type)

• Charge payment on Individual Details page

• Charge payment on Business Details page

Rental Order

• Ability to track separate deposit amounts for accounting purposes.

Sales Order, Rental Order, Service Order - Communication Tab

• Send invoice to customer feature

  • Text invoice to Customer option

  • Email invoice to Customer option

Business

• ‘Cell phone for text/sms’ field

• Option to choose the recipient number when sending a text (Business or Business Associate)

Individual

• Option to send text to custom number

Master Menu

• Account group selection options under Master Menu. Also available in Category and Service Category

Purchase Order

• Two types of purchase orders available (Inventory and Asset)

Two Way Communication available in following modules

• Sales Order

  • Send Invoice

  • Request Payment

  • Send Contract for Signature

  • Request a Review

• Rental Order

  • Send Invoice

  • Request Payment

  • Send Contract for Signature

  • Request a Review

• Service Order

  • Send Invoice

  • Request Payment

  • Send Contract for Signature

  • Request a Review

• Quotes Order

  • Send Quotes

  • Send Estimate

Staff User Alerts

• Individual user notifications and alert settings

Assets

• Show pricing or text on website option for individual assets

Service Center - Attached Parts with service category

• Option to enable attached parts with service category from Settings -> Service -> General Settings

• Can attached multiple parts to a Service Category

• Parts added automatically when service line item added

Live Chat Availability

• Enable/Disable Chat availability

• Set Live Chat Availability including default chat availability per location/store hours

Accounting

• Same like QuickBooks Account Groups option

• Sync Account Group from QuickBooks

• Profit & Loss Statement shows uncategorized amount

• Profit & Loss Statement shows service amount

• New Accounts Receivable report

Column Selection and Display Sorting Option in the orders

• Quotes Order

• Sales Order

• Rental Order

• Service Order

• Purchase Order

Allow to Create PO from custom Line items from following orders

• Quotes Order

• Sales Order

• Rental Order

• Service Order

Update Reports

• Daily Payment Summary

• P&L Statements

• Rental Matrix

Invoices

• Introducing a dynamic show/hide option for tax details on each invoice line item. With this feature, you can easily choose to display or hide tax information as needed, making your invoices clearer and more concise than ever before.

Update Rental Matrix Reports

• Show Service Cost and Net Revenue in individual item reports

• Show Service Cost and Net Revenue in All Item Reports

Inventory On Hand Reports

• The inventory on-hand report provides a comprehensive overview of all in-stock inventory and its respective total cost. This report is intended to assist with inventory management and strategic decision-making.

Customer

• Update all order histories and show as per column selection in the appropriate order

Businesses

Taxes won't apply if the customer marks it as tax-exempt.

• Sales Order

• Rental Order

• Service Order

• Quotes Order

• Update all order's histories and show as per column selection on appropriate order

• Update icon for unlink-associated
  
  

Allow Search by VIN in Inventory and Asset Listing

CRM > Leads

• Merge Leads and Website inquiries, Now Website inquiries are showing under CRM > Leads

• Convert Website Inquiry data to Leads

• Add Lead Type Fields

• Assigned Leads to Users

• Create customer from Leads

• Create Orders from Leads

  • Sales Order

  • Rental Order

  • Service Order

  • Quotes Order

Live Chat History

• Create Customer from Live Chat

• Create Lead from Live Chat

• Create Orders from Live Chat

  • Sales Order

  • Rental Order

  • Service Order

  • Quotes Order

• Live Chat Window - Create Lead option

Purchase Order

• Select multiple line item and create purchase order

• Select multiple line item and add to existing purchase order DateTime Filters Update whole systems

• All Orders

• All Reports

• Dashboard and

• more...

Review & Reputations

• Added filter - "All Orders"

• Enable CRON job, it will run every 30 mins to send review link

Fix Issue : Location filter now showing proper inventory listing

Fix dates and other issues, won't allowing date before 1900

Dashboard

• Annual Goal UI updates in all dashboard

Workflows

• Added permission for view workflows

• All Orders - All "Action Buttons" will show by default, no longer connection with workflow status.

Google Merchant Center Integrations

• Effortlessly integrate your e-commerce store with Google Merchant Center for increased online visibility.

• Integrate Google Shopping APIs

• Inventory - Three different options for published/Unpublished (Marketing Website, Planet Trailer Website and Google Merchant Center)

• Inventory - Filter by "published on" options

Warranty Registrations

• Pass the Customer details (Name, Address, Postal code) in registrations

• Add an extra layer to show customer details before sending for registrations

Review & Reputations

• Settings for enabling integrations

• SMS & Email Request Review Options

• Request review SMS & Email template options

• Send Immediate or Schedule options

• Send "Request Review" option in the communication tab in all orders

• CRM - Add "Review & Reputations" menu and show a list of request links that have been sent and resent options

Inventory

• Added info icon for special options

• Timeline - Added order history; it will show when an item was added in order or removed

Assets

• Remove Special options

• Mass update features - do proper the "Reservation Deposit" fields for mass update

• Timeline - Added order history; it will show when an item was added in order or removed

Parts

• Timeline - Added order history; it will show when an item was added in order or removed

Tied with PO

• Allow to add zero qty inventory (parts items) in orders and tie with PO

• Pull qty from stock when received from PO

Sales Order

• Update UI of the Communication Tab for SMS listing

• Set Three different Goal Options

  • Annual Goal

  • Quarterly Goal

  • Monthly Goal

Rental Order

• Inspection Capture - Allow to light Image editor for highlights damaged area

• Add Amount Due fields in list

• Update UI of the Communication Tab for SMS listing

• Set Three different Goal Options

  • Annual Goal

  • Quarterly Goal

  • Monthly Goal

Service Order

• Allow to Send Attachments with Request Approval request (SMS or Email)

• Add the Amount Due field in list

• Update UI of the Communication Tab for SMS listing

• Set Three different Goal Options

  • Annual Goal

  • Quarterly Goal

  • Monthly Goal

Reports

• Inventory Sold-out - Added "Order Completion" filter option

• Profit & Loss Reports - Cash and Accrual type and details report

No image with Company logo

• Create default no images when updating logo

• Show default no image in the whole system if images are not uploaded (in Assets, Inventory, parts, Orders, and more...)

SMS opt out options have been added

Leads

• Leads to create a customer option

Column Resize Options

Allow column to resize in the following pages

• All orders - Sales, Services, Rental, and Quotes/Estimates listing page

• Inventory, Assets, and Parts

• Customer, Business, Website inquiry, Live Chat History and Review & Reputations

• Purchase order and manufacturer order

• Reports - Daily payment summary, Payment Received, Cash Summary, Revenue Summary, Tax Collections, and more...

• Accounting menu

• Settings -> Locations, Manufacturer, Service Category, Vehicles, Technician

• Settings -> Communication, Email logs, and SMS logs

• Settings -> Documents, Email Templates, and SMS Templates

• Settings -> Account, Users, Kiosk. Taxes, Vendors, Account Groups

• and more pages

Renamed labels

Accounting

• Settings -> Create Account Group option available in Part Items, Inventory Items, and Asset Items

• Show payment transaction list and allow clear payment option

Profit and Loss Reports

• View report on screen (for sales/rental income and expenses)

Inventory

• Mass update option

• Allow Track by ID/Vin items, only

• Add Last Modified On option in Fixed Interest Rate

• Add Special Price option

• Remove Overview tab

Parts Item

• Mass update option

• Update the Accounting tab, show averages of multiple stock items

Assets

• Mass Update option

• Add Accounting fields in Accounting tab

• Add Last Modified On option in Fixed Interest Rate

Payment Receive Report

• Allow mark as Clear Payment

• Filter on Clear Payment Date

All Reports

• Provide Column selection option all listing reports

Website APIs

• Allow custom fields in website fields

• Allow to special fields in fields selection options

Sub Location Label

• Allow to add multi level Sub locations

• Filters on sub location label (Unit Sales, Parts and Assets)

Communication

• Make custom chat of Two Way Communication

• Show Custom Chat in Chat window for Request Approval

• Chat Window - rename Request Approval to Customer Chat

Inventory Age Report

• Calculate age on arrival dates

Add Parts department in website chat

Service Order

• Allow attachments when requesting approval

General

• Show amount in service order when charged from rental or sales order (if service attached to other orders)

• Set dynamic booking days for assets. Example: 4 days/week and 28 days/month

• Return item option in service order

• Return item option in rental order

• Receive payment from customer profile with option charged rental deposit or order full amount option, if deposit not received

• Add Norstar warranty registration option

• Merge Attachment and Notes tabs in inventory, assets and parts

• Rental order

  • Added driving license images with click to show larger image

  • Show driving license and insurance details after order completed

• Added "this week" pre-defined filter in date range selection

Taxes

• Hide tax group option

• Add new tax type for service (labor)

• Show tax in service line item and in invoice

• Show tax quotes/estimate (service type)

General

• Add charge payment from customer profile (both on individual and business levels)

• Show outstanding amount on individual and business account levels

• Allow single select and multiple select of outstanding invoices, type payment amount, select payment method and charged payment

Return Items

• Add new status Return Items in line item workflow

• Show Return Quantity under the line items

• Allow individual line item return

• Allow bulk item returns (using update bulk status)

Parts Items

• Rename Name to Parts Number

• Add Parts common name field in forms

• Add setting for Use System Generated Parts Number, and if enabled then show auto generated number in forms

• Add both fields in parts import and export functionality

• Show parts common name throughout system such as all orders, reports, invoices, export data and more, etc.

• Add Min and Max threshold options

Inventory Items

• Add Min and Max threshold options

• Make item Special option and send details to website API

• Added Special filter in Inventory

• Non-inventory

  • Ability to add non-inventory Items

• Don’t track quantity for non-inventory related changes in all orders

  • Add filter for non-inventory items

Global Search

• Show location quantity and pricing in Inventory and Assets search results

Appointment calendar and unassigned job calendar

• Add Location and Order For filters option

Service Dashboard

• Ability to set and view annual goals

Sales Order

• Ability to add pre-defined sales checklist items

• Add checklist items to sales orders from pre-defined checklist

Service Order

• Add Show Deliverable option at the line item level

• Show line item deliverable" option when enabled

• Show line item deliverable details in invoices

• Show line item deliverable details in signed contracts

• Rename deliverable to order deliverable

Update All Invoices

• Add invoice signature line setting

• Show signature in order invoices

• Bind vehicles with individual and show service order list

• Bind vehicles to Businesses and show service order list

 Other changes

• Make release version clickable in application footer and redirect to release note page

• Rename customer to individual in settings layout

• Show location name on top when editing location

• Update the date time filter with single range option in place of two on Payments Received Report

General

• Add line item level discount option in Quotes Order, Sales Order, Rental Order, Service Order

  • Show Discount in all order invoices and email

• Create Business associate option in Quotes Order, Sales Order, Rental Order and Service Order

• Add "Create a Quotes/Estimate" option in Item listing page

Open

• Update all invoiced to remove “+1” and make phone number formatted

• Sales Order

  • Return Items and Refund options (available once order completed)

• Service Order

  • Allow technicians to clock into any job, even if they aren't assigned to that order

• Service Checklist

  • Add/Update bulk checklist items

  • Allow to add only required checklist item in service order

• Customer and Business merged into Customer

  • Two filters added (Individual and Businesses)

  • Separate Add, Edit, Column Selections, Import and more, based on selected filter

Service Order

• Show Items/vehicles details in Invoice, Send Contract, Request Approval and email

Taxes

• Add option "Apply tax on custom line item" under the "Apply On Every Order" option

  • Apply taxes on custom line item in  Quotes Order, Sales Order, Rental Order and Service Order

  • Add tax option in line item level in Quotes Order, Sales Order, Rental Order and Service Order

General

• WebbRes release for Android in Google Play store and iOS in Apple App Store

• Made WebbRes EDGE and SAFARI browser compatible

• Appointment - Add ‘Appointment For’ customer and internal options

• Stock Reconcile option - Add Stock Reconcile option for Track in bulk items

• Track in Bulk item - Provide option for convert "Convert to Track individual"

• Print label

  • Provide dynamic settings for print barcode and QR code labels

  • Update the print barcode and QR code reports

  • Provide print label option from individual items detail page

General

• Print option when signing contract in Sales Order, Rental Order or Service Order

• Set default card (for clients), if multiple on file

Assets

• Clone Assets functionality

• Add images option to Clone assets

• Updated import Assets functionality (keep separate for Individual Items and stock Items)

• Allow show custom fields in asset listing and export

Inventory

• Clone Inventory functionality

• Add images to Clone Inventory

• Updated import Inventory functionality (keep separate for individual Items and stock Items)

• Allow show custom fields in inventory listing and export

Appointments

• Add color tags on Service Appointment calendar

• Allow add Asset Item on Appointments and convert Appointments to Internal Service Orders

Customers

• Added merge Customer option on Customer details page

Businesses

• Added merge Business option on Business details page

Taxes

• Allow 3 and 4 decimal places

General

• Print Invoice option in all modules

• Rename zip code to postal code

• Allow create service order from line item, even if order completed

• Show workflow list according to module

• Service order – Add option to see technician schedule and update it

• Layout – Show different color and tooltip text for system defined fields

• Business – Add tax exempt options

• Cash Drawer report – Add cash option (for adjustments)

• Show quote number (convert from) in all orders

• Dashboard filter – Update from year to YTD

• Sold Inventory report – Update report to show inventory of all orders

• Company page – Remove card delete option

• Move manufacturer category into Items, move service category into Services

• Update Renewal process – Remove multiple steps and provide single step for renewals as well as add new card option

Separate Inventory Parts options

• Add system defined master menu (Parts)

• Separate layout for parts

• Category – can choose master menu and it will show which category’s items show under the respective master menu

• Separate add parts option

• Parts import option

• Add parts option from order inventory line items

Appointment Module

• Add new service appointment

• Convert appointment to service order

• Show appointment on calendar

Customer Merge option

• Merge attachments, all orders etc

Business Merge option

• Merge attachments, all orders etc

General

• Update qty pull out from stock strategy

  • Qty pull out from stock immediately when added as line item in following order

    • Sales Order

    • Rental Order

    • Service Order

    • Quotes Convert to Order

• Show Other location available qty details when insufficient qty for selected location in order

• When orders (Sales, Rental, Services and Quotes) is completed, should not allow customer to change or update anything in General Details tab

• Live chat should ended automatically when no found activity after a while

• Live chat – “Add to customer” option from live chat

• Show new release message “New version released 2.0.41 See what’s new” and redirect to Release Notes page

• Set default location in whole system if client have only one location

Dashboard Chart (Graph) updated, show product count details instead of percentage (%) details

• Sales Dashboard

  • Sales by Category

  • Sales by Location

  • Sales by Manufacturer

  • Sales by Associate

  • Top Sales Items

• Rental Dashboard

  • Rental by Category

  • Rental by Location

  • Rental by Manufacturer

  • Top Rental Items

Reporting

• Add new Chart (Graph) Reporting in following report

  • Daily Payment Summary

  • Payment Received Report

  • Cash Summary Report

  • Revenue Summary Report

  • Tax Collection Report

  • Total Wrench Time by Technician

  • Sold Inventory Report

General

• Select the Default Location in whole system if client only has one location

• Show Department in Live and Website text chat

• Move Chat history to CRM and show Department field

• Store inquiry in database sent from Planet Trailer

Chat Widget

• Change chat icon to Text Us!

• Automatically send message when chat initiated

• Typing effect (show bubble on website chat when WebbRes user typing)

• Choose Department option when chat started (Sales, Rental or Service)

• Update Text and added Terms of Use link

General

• Setting Setting -> Company -> Website API -> Chat widget Copy to clip option

• Website Text chat option

• Website Live Chat option

• Show Chat History (list and delete)

• Assign Chat to user option (and reassign to other users)

• End Chat option

Chat Module (Website Chat)

• Create Chat widget (dynamic widget code created, load complete chat from single JS file)

• Send Text and Live Chat option

• Socket connection for real time chat

• End Chat option

Service Order

• Internal order – inventory item price pull from acquisition price

Customer and Businesses

• Merge order history in to one tab (Sales, Rental and Service Order)

Print Order or Download Invoice

• Update the library for speed optimization (Sales Order, Rental Order, Service Order and Quotes)

Sign Contract option in Sales Order

• Sign by kiosk

• Sign via email

• Sign via SMS

• Update the workflow (add sign contract action)

• Update the notification settings (add sign contract options)

Tax Collection Reports

• Update the tax collection report formula

User Activity Stream

• Do proper whole system history

Website API Fields

• Provided what fields pulled from website API option in System Settings -> Company -> Website API

• UI changes

Added placeholder in search box

• For small devices, added scroll bar option in following page (Inventory, Asset, Notes, Sales Order, Rental Order, Service Order and Payment History)

Planet Trailer website

• Geolocation filter option

• Filter by Category in Landing page

• Category images updated

• “How it Works” section updated

Tax Collection Report

• Settings -> Other settings – Dynamic Taxes Collection Reports Decimal Place option

• Generate tax collection report with 2,3 and 4 decimal place option

Performance Improvement (From Database Side)

• Global Search, Rental Order, Sales Order, Service Order, Inventory, Asset, Quote Order and Reports

Planet Trailer

• Update the API for filter using geolocation options

Asset & Inventory

• Added Stock History tab on Details page

Category

• Complete UI updated, show parent-child option with fold/unFold options

Change Icon color

• Payment integration, Rental Order sign contract, Service Order sign contract

Norstar Integration

• Manufacturer Order – added accounting fields with margin/markup options

• Updated accounting fields when convert Manufacturer Order to Inventory

• Manufacturer Order – Editable Options with single/individual field OR All fields same time

General

• Internal Chat – Fixed issue – unread count not showing properly

• Dynamic settings for color

• Rental Order – Show Asset Name in Order Listing

• Service Checklist – Update the new UI and Drag and Drop to update sort option

• Inventory – Combine all order history in one tab

• Asset – Combine all order history in one tab

• Norstar integration

  • Manufacturer Order convert to Inventory options

  • Show inventory category only when mapped with norstar category

General

• Added New fields in Inventory (Stock ID, Payload, SKU, GVWR, length, width, height), wrote scripts and managed the ATR instance custom fields (using write multiple script)

• Display workflow client side so only user can see

• System -> Integrations -> Manufacturers => Dealer to manufacture rename in whole projects

• Dynamic setting for conditions

• Dynamic settings for color

• Dynamic option for Questions/Answers for asset (for website)

• Asset – can select the question which will be ask when user creating order from website

• Select master menu option when create new category Or update category

General

• Norstar Integration

• Provide category Map Option

• Update the APIs

• Warranty Service Order

• Create Warranty Service Order option

• Warranty Service Order related changes in Appointment Calendar

• Warranty Service Order related changes in Wrench Time

• Warranty Service Order related changes in Reports

• Service order checklist

• Dynamically checklist create option

• Checklist show in service order

• Checklist show on invoice based on switch on/off

• Checklist show in Mail