Version 25.07 Updates

Component

1. Automatic Retail Price Update on Save
When saving changes in the left panel, the Retail Price will now automatically update all assigned products in the list with the new value.

2. Locked Record Notification
If a product's price cannot be updated (e.g., due to record locking), a small warning icon will appear on that specific row. Click the warning icon to retry the update.

3. Price Override Option

You can now override the retail price for any individual product in the assigned list. Click on the price of a product to enter a custom override value.

 
Dealers

We’ve updated a feature that allows you to set dealer commission percentages based on manufacturer, product type, and deal type—whether it’s a cash purchase, lease, or finance. This enhancement provides greater flexibility in managing dealer compensation by enabling more detailed control over how commissions are applied across different sales scenarios. 

Driver Scheduling

UPDATE – The driver scheduling calendar has been moved internally from an external source. Improvements have been made to enhance the overall performance and functionality of the driver scheduling calendar and map views. The combined loading speed of both components has been significantly optimized for a smoother user experience. Additionally, the system now ensures accurate loading of scheduled delivery data, reducing inconsistencies. Users can also now move deliveries directly on the calendar, and these changes will correctly reflect in the main deliveries table, ensuring data stays synchronized across views. 

Production

1. *FIX* – A bug was recently identified that allowed the final inspection to be completed before all production steps were finished. This issue has been resolved. To prevent it from occurring again, the final inspection button will now remain hidden until all production steps are fully completed.
2. *FIX* - A bug appeared recently that was overwriting a single field in the first record in the production table. To the user, this looked like a new record (w/ old dates on it) was being added to the production steps when you clicked on "Final Inspection" and the building wasn't getting marked w/ a final inspection date. This issue has been resolved.

Products

*FIX* – Resolved an issue where completing a welfare check or repair was incorrectly updating the product's original shipped date. This behavior has been corrected, and the shipped date will no longer be altered.

Reports

1. There is a new report that provides visibility into buildings currently on hold. This report includes key details such as the product number, dealer, the staff member who placed the building on hold, and the hold start date. To enhance usability, the report is fully sortable by each of these fields.

2. UPDATE – We've made improvements to the Quotes Created report. You can now view the total number of quotes generated within the selected time frame. Additionally, the report can be sorted by Created By, Date Created, Dealer, Sales Rep, and Lost Reason for easier analysis.

3. *FIX* The issue with the Awaiting Repo Report not displaying the Date Approved in the Excel export has been resolved. You can now see the Date Approved field correctly populated when exporting the report to Excel.

4. *NEW* All Statistics reports now include the option to toggle the inclusion of items in production. Previously, these reports automatically excluded products that were still in production. With this update, you can choose to include or exclude in-production items directly within the report preferences. Additionally, you can set your preferred default behavior for this option, giving you more control and flexibility over how your reports are generated. 

Settings

A new toggle has been introduced for both dealer and admin logins that allows you to enable or disable the ability to take an additional payment on a contract. This setting is available separately for dealer and admin logins, giving each user type the flexibility to manage payment permissions according to their role and business needs. 

Version 25.07    |    Beta Release: 05/28/2025    |    Client Release: TBD