Version 24.10 Updates

Contracts

Date Built (Manufactured date) has been added to the Quotes and Contracts layouts

Contract Builder

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

Dealers

1. Additional sales and inventory statistics have been added to the Dealer Dashboard. More updates are coming soon!
2. Dealers can now perform Audits for their location (Inventory checks). From the main Dealer view, you can see the two types (Admin Audit and Lot Audit). From the Dealer Login, you can only see the Lot Audit reports.

Deliveries

The following fields have been added to the pickup layout

• Dealer (Who sold the building)
• City, State of the selling Lot
• Purchase Price
• Purchase Date

Products

*FIX* Completed Products with a wainscoting option were not populating the selected color to the quote. Additionally, the build sheet and sales sheets were seeing UUIDs instead of the color displaying properly. Both issues have been fixed.

Reports

1. Evening Reports - Since 2/29/24, leap year has been skewing the comparison date (same day, previous year) due to a miscalculation on the comparison date that didn't account for leap year. The "Today" report now compares the same day to the previous year no matter what.
2. Comparison numbers have been added to the Deliveries Completed, Repos Completed, and Welfare Checks Completed Reports.
3. Repo's Completed Report can be sorted by size
4. All report fields that are required are now marked as required in red text - be sure to fill in all of these fields before clicking the "Run Report" button.

Vendors

1. When marking a vendor as inactive or if the vendor is no longer a driver and/or repairman, an option will appear to reassign all open delivery records to one other driver or to unassign them. If any repair records are assigned to the vendor, the only option available will be to unassign all open repair records.
2. When deleting a vendor, protection is added if there are any related records (commissions, payments, delivery, repair, etc.). The vendor will instead be deactivated and delivery/repair records will be removed from the vendor by the same process as marking a vendor inactive. (See above item)

Version 24.10    |    Beta Release: 06/10/24    |    Client Release: TBD