12/19/23 Updates

New Features

General

Error Dialog Modification - Create a Charge will use custom dialog if, for some reason, a payment amount is passed with a value not greater than zero.

Dealers

Pay frequency and sales role have been added to Preferences in Dealers. These will push to Quotes, allowing you to edit those on a case-by-case basis, if needed, and will push to commissions upon Quote approval.

Inventory

The process to Create and reconcile your Inventory has been created.

Leases

The Lease List has updated calculations for discounted payoff and full term payoff.

Products

An option has been added in settings to override the serial # on a product. You must log out and log back in for the toggle to take effect. This will allow you to fill in your own serial #, rather than a prepopulated one.

Quotes

1. Processing details now added into the info button in the bottom left corner of Quotes. This will display the date and person that approved the quote, the denial note (if not approved), or indicate if still in processing or awaiting submission.

Reports

1. Active Dealers has an added option to print address labels for mailing (Run the report and there is a new icon at the top of the report that looks like an envelope)
2. Awaiting Delivery Report - Has been updated with the ability to run with no driver details, all driver details, or select specific drivers. The summary data at the top of the report has had some updates/revisions as well.
3. NEW Projected Payout Report lets you see what leases are coming to close in the selected time period. Sorted by year and month of final payout and displays the average pay due due per sub summary section.
   
4. Dealer Commission Reports (Paid and Unpaid) are now available under "Sales Commissions" - There is now the ability to run this report by Dealer or by Sales Manager. There are some setup items that will need to be completed for this to work correctly (see Dealers item above for frequency and sales role) 
5. Printed Forms has been updated to the newer colors to match ShedVerse's refreshed design

Settings

A toggle added to Dealer Preference to auto split delivery records from the default "plant to customer" into two separate records of "plant to lot" and "lot to customer" automatically. When this is enabled for the dealer and the Quote is Processed, a custom dialog will come up to confirm that you want the records split. (Image shows where to turn this feature on)

Templates

New email reminders are here! The first to release is one to remind a dealer of a denied quote until it expires. If you wish to use this feature, you will need to attend Office Hours to get setup instructions. 

Fixes

Driver Commissions / Delivery Records

         Records with duplicate vendor id's has been fixed.

Version 23.27