What's New
Customer Order — Bulk Deletion Action
Update 2.92.0 introduces a bulk deletion action on Customer Orders, allowing users to delete multiple items or entire sections from an open Customer Order in one action.
The bulk deletion action is available on open Customer Orders only. Sections that have already been finalised and invoiced cannot be deleted.
A new permission control governs this action. It is initially enabled only for users in the Admin User Group.
For further information, see Delete or Remove Items from a Customer Order.
Inter-Store Unit Look Up
The Inter-Store Look Up functionality has been expanded to now include units as well as parts. This allows staff to quickly search available unit inventory at other stores within the inter-store collective or group.
Inter-Store Unit Look Up is only available to dealerships where inter-store functionality has already been enabled.
The lookup provides a quick search of available inventory units at other stores in the inter-store group.
For further information, see Inter-Store Part Look Up / Inter-Store Unit Look Up (no longer available).
Salesperson on Customer Order
All Salesperson fields have been moved to the Summary area of each section header on a Customer Order. The example below shows where the Salesperson field now appears on a Service Job.
This change supports scenarios where different salespeople are assigned to different sections on a Customer Order, or where multiple salespeople are involved.
For further information, see Setup Customer Order - Salesperson / Where to add Salesperson on Customer Order (no longer available).
Forms Uploaded into Blackpurl
The form upload size limit has been increased from 750KB to 25MB, allowing larger forms to be uploaded directly into Blackpurl.
For further information, see Forms in Customer Orders: Upload, Link, and Attach.
What's Improved
The following issues have been resolved and improvements implemented in update 2.92.0.
Resolved — an issue related to return credits when negative other charges were added, or when the negative other charges were greater than the total of the returned items.
Resolved — an issue related to internal service jobs against stock units which was causing accounting reconciliation variances between the unit inventory GL and the actual unit record costs.
Resolved — a date format issue in SOM file names for the North American region.
Resolved — an issue where fully paid Shopify orders with any refund were not coming across to Blackpurl.
Resolved — an issue where the Claim# was missing for third-party Customer Order documents.
Resolved — an issue which prevented part numbers from appearing on deal invoices.
Resolved — an issue which prevented a third-party service job from being finalised.
Resolved — an issue which prevented a deal unit report from exporting when there were a large volume of units to report.
Resolved — an issue which prevented the user from entering fractional quantities in the part count tool.
Resolved — an issue which was altering the trade-in ACV after the trade had been stocked in.
Resolved — an issue with the contains filter on the Vendor Order (VO) report not matching to VO numbers.
Resolved — an issue where the Sold by name was not shown on Customer Order documents when a salesperson was not assigned to the Customer Order. The owner of the Customer Order is now used in such cases.
Resolved — an issue where the Salesperson was not listing correctly on Customer Order documents.
Implemented — a post-install script to update the API details for fetching exchange rates from xe.com.
Implemented — a new type of sync failure handling that will trigger an automatic retry of the sync.
Released — custom forms for specific dealerships. Affected dealerships have been notified directly.