Version 24.09 Updates

Contracts

1. Pickups has a more streamlined look and flow
2. Requestor information is now retained and displayed on new requests
3. *NEW* Fields now display with information from the lease (if available)
4. *FIX* Notification fields now populate correctly.

Contract Builder

A few additional fields have been added and others cleaned up for consistency

Dealers

1. All Dealer Inventory layouts have been updated to show both the date built and age of a building
2. The number of days on the lot has been added to Dealer layouts. (See image above)

Deliveries

Expedited Deliveries has been removed on various layouts

Quote

1. Commission amount can be changed at Quote Level
2. Referral Commissions are now added into the same Commission portal as other commission records.
3. Lease Term info is no longer visible on a Quote Print Sheet when the payment terms are set to Cash
4. *FIX* Quote Print sheet correctly displays the "due today" amount when more than 1 month payment is required
5. "Custom Option" pricing can be edited by the sales lot and has been added to Dealer Quotes. *** Please Note: The word CUSTOM MUST ALWAYS stay in the description. 

Reports

1. Sales Commission Report has an added drop-down for referral 
2. *FIX* Accounting Report issue was fixed with commissions clearing on the accounting report
3. Delinquency Report was redone to fix errors appearing on the report. 
4. Delinquency Report will display a window to show your default ranges while allowing you to change them before running. This allows users to run the report when defaults have not yet been set in Report Preferences.
5. Discounted/Flagged Inventory now displays in a Report View instead of a List View. This makes this report usable as a month-end report and can be converted to a PDF. This report is sized for legal-sized paper (8.5x13) and is currently the only report sized in this format.

Vendors

*New* Switching a vendor from active to inactive will deactivate a vendor, prompting an option to move open delivery records to another driver or to unassign open delivery records

Version 24.09    |    Beta Release: 05/22/2024    |    Client Release: TBD