New Features
Support
New ShedVerse Support Option on the ShedVerse Menu.
"Join Office Hours" was added for easy access. Click the link to signup for the next available session!
Contacts
The Contact List now includes City and State
Contracts
The Contract List now includes building size
Dealers
1. In Dealers/Lots, Preferences panel, you can now "allow access to required monthly payment override" by dealer (bottom right corner of image 1). If this is toggled on, then the override selection will be available on Dealer Quotes layout (bottom right corner of image 2).
2. The button to create a new quote has increased visibility to create an better flow for the user - this change applies to both Dealer layouts (Admin and iPad views)
3. Dealers has a fresh redesign and branding to match the new ShedVerse design
Driver Login
Drivers that schedule their own deliveries now have the current day's Scheduled Deliveries Calendar
Driver Scheduling
The Building Description has been added to the Driver Scheduling calendar icons
Employee Management
On the Preferences panel, the "auto approve" buttons for new buildings/products, repair requests, and repo requests should all be fully functional now.
General
The Navigation Menu has a fresh redesign and branding to match the new ShedVerse design
Leases
- Payoff calculation now set to remove prepaid charges
- Opened Letter Template button to Beta Testers only (for now)
Products
- You can now view and access Quotes from the product record
Quotes
- Quote processing has be updated to match ShedVerse's redesigned layouts
- "Processing" button will no longer be visible (to those who have access to see it) once the quote status is "Closed"
- You can now define the tax exempt type (See Settings item 2 for how to populate your value list).
- While choosing options on a new Quote, the search function is updated, the ability to clear the search has been added, selecting and deselecting options before processing the quote has been added and a "done" button has been added for a clear process flow
- The design on the button for deleting a quote has been updated for better user experience
- On the Build panel, you now only see the view option when there is an uploaded document, as well as an additional field for another document
Repairs
On the product repair list, you can now choose to view/complete a repair by hand
Settings
1. Settings, Preferences Panel, List Options 2 sub panel -- New category added for Repairs to define damage type
2. Settings, Preferences Panel, List Options 2 sub panel - You can now define what tax exempt type you see in your value list.
Fixes
Delivery Satisfaction Sheet
Issue resolved where sheets were completed and uploaded, but not visible to staff after the fact.
Leases
Issue resolved with credit not linking to the payment record and creating duplicate payment in quickbooks
Production / Production Queue
Issue resolved with some sold items not coming through with the Delivery record created, which presented as the Delivery City, State missing from the production record.
Other
Various container issues through out the system were remapped, or otherwise fixed for access and/or visibility
Version 23.23
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