11/28/23 Updates

New Features

System Wide

Several new design tweaks that match the fresh redesign and branding to match the new ShedVerse design, particularly in Customers and Quotes

Deliveries

1. Ability to assign one driver to receive all of a single delivery type. For example, all of the Lot to Customer orders from a lot will be automatically assigned to driver A and then driver B can be assigned the Plant to Customer, Plant to Lot, & Lot to Lot moves.
2. Options added for a Plant to Customer transaction to deliver to the closest lot, may be different than the lot that sold it, then delivered to the customer at a later date. 
3. A logo can now be added to the Satisfaction Sheet  
4. You can now view the Delivery Liability Waiver Sheet after it has been signed
5. Signed move liability waiver now shows in drivers delivery details

Purchase Orders

Filter options have been added to the Purchase Orders List and a new status of Closed has been added as a status. This is added to the filter at the top right corner of the List View as well. 

Products

1. 90 Days same as cash can now be set by product type giving the ability to set at the product type level if it is available for 90 days SAC or not 
2. You can now choose which product type is charged a credit card fee. **This requires you to update all of your product types NOW. Any open quotes that already have a payment term selected, but don't have a payment made, will NOT reflect this change. You will need to reset payment terms and reselect to set this correctly.**
   
3. Permission to delete a delivery record for a product that has not yet shipped is now controlled per employee instead of a permission set 

Products Types

New design layout to allow for more room for purchase options and security deposits

Reports

1. New Mobile Deposits Report - All checks that need deposited will be available in a report including a list of all mobile deposits. A popup will show the front and back of the checks so that accounting can take the pictures for the bank. (Available 11/30)
2. New Sales by Invoice Report - Optional Date Range, manufacturers, and dealer selections to find all Customer invoice sales placed. (Available 11/30)
3. The Processing report is now included in the daily evening reports emailed to sales mgmt team.
4. Report Preferences - Report name is still editable, but gives a warning about possibly breaking scripting by making changes. It is advised that you do NOT change anything, unless a ShedVerse Staff member gives the "ok" - reports that are emailed out are NOT approved for this.

Settings

Tiered Driver Commissions have been added

Templates

1. There is a new option of "Other" as a type that allows custom notifications and email fields, which allows you to notify a person or general inbox that is not set up as an employee or contractor in the system.
2. Preview panel now holds a preview of both the templated Email, as well as the SMS text

Fixes

Deliveries

The hold button now pops a card from all places where it's available and both the date and note are required in order to place the item on hold. Deliveries can no longer be placed on hold from inside of the delivery card to ensure both fields are completed, but an info button shows there to remind you of this change.

Dealer Login

Dealer Login Username sets correctly when creating a dealer login; previously it would occasionally set to "open" instead of the desired username.

Leases

1. Update Lease process for grace period due date
2. Fixed Issue where balance due was not getting updated when waiving fees. (This was fixed live since last migration)

Reports

The Buildings Awaiting Repo Report has had some formatting issues fixed for cleaner view well as N/A being in a the location of data that is not available

Security Management

Fixed where window would close after creating a login account and formatting on the toggle activation button so that it displays properly

Vendor Bills

Paid icon now shows correctly as paid on Vendor Bills List View

Version 23.25