11/14/23 Updates

New Features

All Modules

1. All container fields have consistent view or open by double clicking while no longer automatically saving to the desktop.

2.  The add button on the right of all portals on all layouts have been moved up and redesigned to match the ShedVerse design

Quotes / Contracts / Leases / Prodcuts

Fields that are containers for documents have been moved to their own table, allowing for a faster overall responses and better security. Also, this allows for documents to show in multiple locations throughout the build and delivery process for a product.

Contracts

1. The Product Number is now located on the Left Panel of contracts instead of just the Overview Panel, so that you can see that info as you navigate to other panels.2. The Building size / code, city and state has been added to the contract list view giving the ability to search and sort by all three of these fields. This included some design changes to give a consistant ShedVerse flow

Dealers

1. Documents pertaining to a lot are now available to view from the Lot Info Page
2. Sales totals scripting was changed and pushed in this release, data will take a few days to up date and will be completed no later than Friday, 11/17. (Data includes that on Dealer Sales totals as well as Company Scorecard)
3. Dealer Inventory page now has an icon (to the left of the Product #) to view the product image (if already in the system) or add an image (if the product is missing an image).

Lease

1. Error dialogs (for customer push to Quickbooks) were updated to have custom messages (instead of JSON)
2. You can now automatically assign one driver to receive all of the deliveries from one type of delivery. For example, all Lot to Customer orders from a yard could be automatically assigned to the same driver and then a different driver be assigned the Plant to Lot deliveries moves

Purchase Orders

On the Purchase Order List view, the filter now has an expanded list of options that includes a combination of Purchase Order and Payment statuses.

Product Builder

Standard Floor plans can now be added to Product Builder - these can be pulled into a quote and used to print and mock up a product design

Repairs           

1. The quantity field to choose your materials has a better visual design to make it clear that you can click into the box to add material quantity. (See image below)

2. There is now a field for the repair type (ie location of building) option when choosing a repair - future reporting on this to come

Reports

1. NSF Checks report was updated to give more accurate info
2. Daily Transactions, can now be run by one or more QBO companies.
3. A new Processing Report is available. This report will show all quotes in the processing state. (Coming next time, this report will be included in the daily sales reports that are emailed each evening.)
4. A new Delinquencies Report is available with customizable date ranges (be sure to set up this report in Report Preferences before trying to run it the first time)
5. Buildings Awaiting Repo Report has a few additional fields added and can handle both data from the contract and from the lease (if the lease exists in ShedVerse)
6. All report parameter cards now offer a "cancel" option, so you aren't stuck being forced to run the report, if selected in error.

Templates           

Notification Templates now have an Active/Inactive toggle on them. If the notification is toggled to "inactive" then the notification will not trigger to send in the script that triggers this. This designed as a system-wide setting, it is not meant for you to toggle this off, complete a process, and toggle it back on again. 

Vendors           

1. A Vendor type filter has been added to the list view. The two filters work in tandem. If you have Active selected on the right, then select "Driver" on the left, the system will filter the list to "Active Drivers."

Fixes

Dealer Management

The username for a dealer no longer changes after login is created

Inventory

         Discounted/flagged inventory sort on location is working correctly

Leases

1. Updated balance due for all Payment Book Records to fix where late fees were not calculating properly.
2. Wrong payment amount coming into letter template (was showing amount w/o taxes) - resolved.

Reports

1. The commission unpaid reports now have only a single date field and issues with fields hanging off side of window.
2. Resolved data issue for clients where summary fields on the sales & production reports were showing extra blank values
3. Lot Display Report had mismatch in a few of the pricing fields. They are now matched correctly.

Version 23.24