This Week’s Release Includes the Following Enhancements:

  1. New Inventory Page
  2. Same Day Void and Refund Permission
  3. Option to Mark "Customer Declined" for Customer Required Fields
  4. New Part Allocation Status Names
  5. Default Billing and Driver Contacts for Fleet Customer ROs


Details are Below:




New Inventory Page


We have redesigned the inventory page to fix many known issues with the page. This also preps the page for adding merge inventory capabilities. This new page includes the following updates: 

 

KPIs 

The “Net Value” button has been replaced with KPIs. These will be dynamic to the selections that you have on the page, allowing you to see your net value for any set of parts. We have added a “Returned Parts” KPI that will let you know how many parts you have in “Returned Status.” These were previously included in other KPIs.  

 

Updated Quick Filters 

  1. We have updated the nomenclature to clarify what each filter does.  
  2. Stocked Inventory – This will show everything that you have chosen to inventory. This is any part that has a min and max stock set on it.  
  3. Not Stocked On Hand (Previously named Special Order On Hand) - This is any part that you have on the shelf that isn't stocked (no min or max set).  
  4. On Hand (NEW) - All parts that you have on the shelf  
  5. Need to Order - All parts that you need to order for a Work Order, an estimate that is scheduled within 3 days, or for stock since you are below your min stock  
  6. All Part History (Previously named All Parts) - All parts that you've ever ordered in the past.  
  7. We added a new “On Hand” quick filter so you can see everything you have on your shelf.  
  8. You will have the ability to choose which quick filter you want as your default when you go to the page.  

 

Select All Across Pages 

When you select all, the system will now select everything across all pages instead of just the first 30 results.  

 

Filter Panel 

We now show a filter panel on the right, which will allow you to make changes and see them real time without having the filters obstruct your view. 

 

Show Columns 

You now can choose what columns you want to see on the Inventory page.  

 

Returns to the Proper Vendor 

In preparation for part merge, you will now be able to choose any of the vendors you have a PR for when going to return parts. You will only be able to return up to the total amount of parts that you ordered from that vendor.  

 

Quantity Adjustment Report Moved to Exports (Multi-shop Support) 

This export will now be located in reports under exports. You will be able to export it for multiple shops if you are a multi-location operator. 

 

Entire Inventory Export 

This export will now be located under bulk actions on the inventory page. It will export your selection now, instead of the entire inventory database. This will allow you to choose what you want to export. 

 

Part Orders Updates 

Phone orders will now allow you to choose the vendor in the case that you aren’t ordering it from the preferred vendor. New Order has been renamed to Stock Order for consistency with RO ordering. The eComm button now sends you out to shop for the part instead of auto-adding it to your cart to match the RO functionality. 

 





Same Day Void and Refund Permission


A new permission is now available to permit users to void and refund transactions in the same day they occurred. 





Option to Mark "Customer Declined" for Customer Required Fields


We have added a new setting in Shop Settings -> RO Info to allow your employees to mark a customer required field as “Customer Declined” in case the customer refuses to provide the shop with their email address, phone number, or street address. The “Customer Declined” option will show up if the user clicks next without the required field filled out. You can view which customers declined information in the customer information export on the customers page.  

 




New Part Allocation Status Names


Many shops have mentioned that the current allocation statuses are hard to understand. We have made changes to improve the names and colors.  

Status Changes: 

  • On Hand 
  • Change color to green 
  • In Progress → Assigned to WO 
  • Change color to blue 
  • Needed → Need to Order 
  • Change color to red 
  • Below Stock - No changes 
  • Ordered 
  • Change color to purple 
  • Short 3 → Short within 3 days 
  • Change Color to orange 
  • Returned - No changes 

 



Default Billing and Driver Contacts for Fleet Customer ROs


Shop Manager will now remember the last billing and driver contact that you used for fleet customers.