What's New
Customer Owned Unit Selector
The Customer Owned Unit (COU) selector has been improved to make it faster to find the right unit when creating service jobs or processing trade-ins. Previously, users had to scroll through a full dropdown list of all COUs for a customer, which was slow for customers with many units.
You can now search for a specific unit by typing directly into the Please select field. The results filter in real time based on values such as VIN, colour, or plate number.
Deal Documents for Trade-In Only Customer Orders
The deal documents — Bill of Sale and Offer to Purchase — for trade-in only customer orders have been updated. The customer information on these documents now displays as SELLER instead of SOLD TO, which more accurately reflects the nature of a trade-in only transaction.
What's Improved
The following fixes and improvements are included in this release:
BRP Parts ordering: Updated the BRP parts ordering API to resolve issues with shipping method selection.
Third-party job taxes: Resolved an issue where taxes continued to be calculated on some third-party jobs after changing vendor settings and recalculating the customer order (specific dealership only).
Duplicate finalization: Resolved an issue that allowed a vendor receipt (VR) or vendor invoice (VI) to be finalized twice simultaneously using two browser tabs.
SOM inventory submission: Resolved an occasional issue encountered when submitting inventory files to SOM.
Accounting integration setup: Resolved an issue in accounting integration setup where GL account numbers would not display when the QuickBooks (QB) or Xero integration was turned off.
Mapped forms: Released mapped forms for specific dealerships. Affected dealerships will be notified directly.