General

• Print Invoice option in all modules
  
• Rename zip code to postal code
• Allow create service order from line item, even if order completed
• Show workflow list according to module
• Service order – Add option to see technician schedule and update it
  
• Layout – Show different color and tooltip text for system defined fields
• Business – Add tax exempt options
• Cash Drawer report – Add cash option (for adjustments)
• Show quote number (convert from) in all orders
• Dashboard filter – Update from year to YTD
• Sold Inventory report – Update report to show inventory of all orders
• Company page – Remove card delete option
• Move manufacturer category into Items, move service category into Services
• Update Renewal process – Remove multiple steps and provide single step for renewals as well as add new card option

Separate Inventory Parts options

• Add system defined master menu (Parts)
• Separate layout for parts
• Category – can choose master menu and it will show which category’s items show under the respective master menu
  
• Separate add parts option
• Parts import option
• Add parts option from order inventory line items

Appointment Module

• Add new service appointment
• Convert appointment to service order
• Show appointment on calendar
  

Customer Merge option

• Merge attachments, all orders etc
  

Business Merge option

• Merge attachments, all orders etc

General

• Update qty pull out from stock strategy
  • Qty pull out from stock immediately when added as line item in following order
    • Sales Order
    • Rental Order
    • Service Order
    • Quotes Convert to Order
• Show Other location available qty details when insufficient qty for selected location in order
• When orders (Sales, Rental, Services and Quotes) is completed, should not allow customer to change or update anything in General Details tab
• Live chat should ended automatically when no found activity after a while
• Live chat – “Add to customer” option from live chat
• Show new release message “New version released 2.0.41 See what’s new” and redirect to Release Notes page
• Set default location in whole system if client have only one location

Dashboard Chart (Graph) updated, show product count details instead of percentage (%) details

• Sales Dashboard
  • Sales by Category
  • Sales by Location
  • Sales by Manufacturer
  • Sales by Associate
  • Top Sales Items

• Rental Dashboard
  • Rental by Category
  • Rental by Location
  • Rental by Manufacturer
  • Top Rental Items

Reporting

• Add new Chart (Graph) Reporting in following report
  • Daily Payment Summary
  • Payment Received Report
  • Cash Summary Report
  • Revenue Summary Report
  • Tax Collection Report
  • Total Wrench Time by Technician
  • Sold Inventory Report

General

• Select the Default Location in whole system if client only has one location
• Show Department in Live and Website text chat
• Move Chat history to CRM and show Department field
• Store inquiry in database sent from Planet Trailer

Chat Widget

• Change chat icon to Text Us!
• Automatically send message when chat initiated
• Typing effect (show bubble on website chat when WebbRes user typing)
• Choose Department option when chat started (Sales, Rental or Service)
• Update Text and added Terms of Use link

General

• Setting Setting -> Company -> Website API -> Chat widget Copy to clip option
• Website Text chat option
• Website Live Chat option
• Show Chat History (list and delete)
• Assign Chat to user option (and reassign to other users)
• End Chat option

Chat Module (Website Chat)

• Create Chat widget (dynamic widget code created, load complete chat from single JS file)
• Send Text and Live Chat option
• Socket connection for real time chat
• End Chat option

Service Order

• Internal order – inventory item price pull from acquisition price

Customer and Businesses

• Merge order history in to one tab (Sales, Rental and Service Order)

Print Order or Download Invoice

• Update the library for speed optimization (Sales Order, Rental Order, Service Order and Quotes)

Sign Contract option in Sales Order

• Sign by kiosk
• Sign via email
• Sign via SMS
• Update the workflow (add sign contract action)
• Update the notification settings (add sign contract options)

Tax Collection Reports

• Update the tax collection report formula

User Activity Stream

• Do proper whole system history

Website API Fields

• Provided what fields pulled from website API option in System Settings -> Company -> Website API
• UI changes

Added placeholder in search box

• For small devices, added scroll bar option in following page (Inventory, Asset, Notes, Sales Order, Rental Order, Service Order and Payment History)

Planet Trailer website

• Geolocation filter option
• Filter by Category in Landing page
• Category images updated
• “How it Works” section updated

Tax Collection Report

• Settings -> Other settings – Dynamic Taxes Collection Reports Decimal Place option
• Generate tax collection report with 2,3 and 4 decimal place option

Performance Improvement (From Database Side)

• Global Search, Rental Order, Sales Order, Service Order, Inventory, Asset, Quote Order and Reports

Planet Trailer

• Update the API for filter using geolocation options

Asset & Inventory

• Added Stock History tab on Details page

Category

• Complete UI updated, show parent-child option with fold/unFold options

Change Icon color

• Payment integration, Rental Order sign contract, Service Order sign contract

Norstar Integration

• Manufacturer Order – added accounting fields with margin/markup options
• Updated accounting fields when convert Manufacturer Order to Inventory
• Manufacturer Order – Editable Options with single/individual field OR All fields same time

General

• Internal Chat – Fixed issue – unread count not showing properly
• Dynamic settings for color
• Rental Order – Show Asset Name in Order Listing
• Service Checklist – Update the new UI and Drag and Drop to update sort option
• Inventory – Combine all order history in one tab
• Asset – Combine all order history in one tab
• Norstar integration
  • Manufacturer Order convert to Inventory options
  • Show inventory category only when mapped with norstar category

General

• Added New fields in Inventory (Stock ID, Payload, SKU, GVWR, length, width, height), wrote scripts and managed the ATR instance custom fields (using write multiple script)
• Display workflow client side so only user can see
• System -> Integrations -> Manufacturers => Dealer to manufacture rename in whole projects
• Dynamic setting for conditions
• Dynamic settings for color
• Dynamic option for Questions/Answers for asset (for website)
• Asset – can select the question which will be ask when user creating order from website
• Select master menu option when create new category Or update category

General

• Norstar Integration
• Provide category Map Option
• Update the APIs
• Warranty Service Order
• Create Warranty Service Order option
• Warranty Service Order related changes in Appointment Calendar
• Warranty Service Order related changes in Wrench Time
• Warranty Service Order related changes in Reports
• Service order checklist
• Dynamically checklist create option
• Checklist show in service order
• Checklist show on invoice based on switch on/off
• Checklist show in Mail