What's New
This release introduces several new features and enhancements across customer orders, unit documents, cash sales, and system-wide interface improvements.
Customer Order — Invoice Preview Enhancement
The invoice preview feature for customer orders has been enhanced in two ways:
When a customer order contains multiple types of transactions, you can now select which specific transactions to include when generating an invoice preview.
Invoice previews are now available for non-customer invoice types such as Warranty and Insurance jobs. The relevant third-party payer's name will automatically appear on the invoice preview.
For further information, see Print or Email an Invoice Preview.
Customer Order — Unit Deals: Bill of Sale and Offer to Purchase Enhancements
The Bill of Sale and Offer to Purchase documents have been updated with the following changes:
The customer label has been changed to "Sold/Invoiced and Delivered To." (This change applies to Australian dealers only.)
Each unit on the document now includes a NEW / USED indicator, including trade-in units.
Unit information now includes the Engine# and Plate/Reg#.
Financing information now includes the address of the finance company.
Cash Sale Customer Order — Default Account Type
Cash sales now respect the tax exemptions of the default account type. This allows parts to remain taxable across multiple tax jurisdictions while cash sales still honour local tax settings.
Cash Sale and Internal Customer Orders — Recalculate Pricing Action
The recalculate pricing action on cash sales and internal customer orders is now available for pre-existing customer orders. This means any changes made to default price levels will be reflected when you recalculate pricing on an existing order.
Introduction of a Universally Acceptable Unit Icon
The icon used to represent units has been standardised across the entire system. The new icon is a key symbol, replacing the previous icon that was associated with a specific market segment. This ensures the unit icon is appropriate for all dealer types.
Factory Options — Additional Characters
The allowable character limits for defined factory options have been increased:
Factory code has increased from 10 to 20 characters.
Description has increased from 40 to 230 characters.
What's Improved
This release includes a number of bug fixes, corrections, and internal improvements across the system.
Resolved — Sync failures caused by "Unable to lock row" responses from QuickBooks.
Resolved — Issue where users were unable to action certain areas of Blackpurl due to insufficient access rights.
Resolved — "Maximum stack depth" errors reported for the Cassons Stock on Hand (SOH) integration.
Resolved — Issue allowing users to enter a labor line description exceeding the field size limit. Descriptions are now capped at 255 characters.
Resolved — Deal Option Clearing GL not being properly balanced when deal invoices were reopened (QuickBooks integration).
Developed — New back-end script to align part committed quantities with actual quantities committed.
Resolved — Incorrect mileage type being shown on deal documents. The mileage type of the unit is now always used.
Resolved — Order units being represented with a stock unit label when searching for units to add to a deal.
Resolved — Issue searching for and applying the required applicable tax code on a deal unit.
Resolved — Part locations not appearing in the part flyout on the vendor order screen.
Resolved — Models not appearing in Make/Model management when a special character was entered in a Make name.
Resolved — Issues encountered when searching for a unit to replace a temporary unit on a deal.
Correction — Website Product Management when updating part quantity, price, cost, and sale price.
Correction — Website Product Management with removal of the dependency on the "publish in feeds" flag.
Improvement — DP360 integration now uses the new "date modified" element, so leads created or modified within a specified number of days can be retrieved.
Improvement — DP360 integration now adds multiple units from leads containing multiple units to the Unit Deal in Blackpurl.
Resolved — Issue causing job statuses to no longer be available in the status modal window.
Resolved — Issue causing sidebar totals in the Product History Report to not agree with the actual data listed on the report.
Resolved — Issue causing totals on a deal service invoice to not agree with the actual contents of the invoice.
Resolved — Deal Option Clearing GL not being properly balanced when deal invoices were reopened (Xero integration).
Resolved — Issues encountered when trying to schedule a technician on an old appointment.
Resolved — All temporary units being labelled as Used units on deal documents.
Resolved — Issue with the generic picklist format forcing encapsulation and specific column headers.
Resolved — UI issue with the text messages window not scrolling properly and clipping text.
Resolved — Special characters from factory options not being included on deal documents.
Resolved — Issue obtaining leads just created in DP360.
Resolved — Website product status being changed to Draft when a part price was updated in Blackpurl.
Resolved — Agreed value of trade-ins from DP360 leads not being populated on the deal trade-in in Blackpurl.
Resolved — Issues with the message count icon in the gear dropdown when there were a large number of unread messages.
Resolved — UI styling issues with checkboxes and radio buttons in the workshop dashboard.
Resolved — UI issue on the job clocking screen on mobile devices where the payroll toggle was not fully visible and could not be triggered.
Implemented — Internal code to facilitate faster deployment of release packages and patch releases.