Updated deal trade-in handling

Unit Specifications Document Updates

Resolved a UI issue where long Unit ID values were not wrapping correctly

Resolved a UI issue in the Text Message Drawer where long messages in the Message column were not wrapped. Long text now wraps onto multiple lines as expected.

Customer approval Drawer issue - This drawer should only be displayed when the Customer Order contains one or more Service Jobs that require customer approval. If the Customer Order contains only a single Service Job requiring approval, the name of that Service job and unit information displayed on the modal window.

Summary total updates - the 'Payments' total in the summary tab now included in the active checkout payments. Also, relevant Unused Deposits are shown in the individual section summary totals.

Resolved an error where users were unable to access part view in workspace after minimal template changes.

Resolved a report filter issue that prevented users from sorting data by Cost fields.

Resolved an issue where users were unable to change a Customer Order status to Approved in a scenario where a trade-in unit is having an active service job.

Resolved an issue where the Vendor Order modal window continued to reopen unexpectedly.

Implemented optional columns for separate Billing Address fields (Address1, Address2) in the Customer Report so that these two address fields can be reported separately.

Implemented the STA web component for vendor selection when creating Vendor Orders (VO), Vendor Receives (VR), Vendor Invoices (VI), Vendor Returns, Vendor Credits, and Unit Orders. To provide improved vendor details in the search results.

Global Search results for stock and order units now include pricing information so that the user can see the price of a unit without having to navigate to the individual unit records.

Added a Delete button to allow users to remove the Shipping Address or Shipping Contact that have been assigned to a customer order. Previously the user had no way of doing this. Applies to both versions of CO.

Added totals to Scheduled Reports.

Resolved error states encountered when sending emails.

Resolved an issue where the Fee Description reverted to its original value after being edited.

Enhanced the Claim modal window by exposing Cause, Concern, and Correction fields.

Resolved a console error that occurred when sending documents via email

Resolved an inconsistency in the Active toggle when editing an on order Unit from the View Unit page compared to the Ordering page.

Adjusted the Deal Units Report to display the correct deal unit status when a unit is sold on one Customer Order and has a Quotation status on another Customer Order.

Resolved a UI issue on the View Unit page where long unit notes were not displayed correctly.

Resolved an issue preventing users from creating multiple appointments for the same technician at the same time slot.

Resolved a multiple click issue while entering the Base Price for temporary units, preventing duplicate Base Unit Cost entries.

Resolved an issue in the Service Job Worksheets to ensure that it displays the correct assigned technician names across multiple Customer Orders.

form deployment only

Ability to view entity attachments directly from a customer order

New BRP trail balance API

Resolved an issue where kit details were missing from the "Invoice to Deal" modal window in the Deal Merch section

Made changes to the Print modal window so that nothing is selected by default.

Workspace list view updates

Adjustment Reasons

Break up kits in Deal Options

Enabled desktop view on mobile devices for the Customer Page

New Close order action in CO when there is nothing left to invoice

Print action - Resolved printing issues for the Print action in the New Customer Order

Resolved formatting issues for User Defined Fields while printing Customer Order forms

Resolved printing issues when printing from the Claim modal window

Resolved an issue where users were unable to copy the Concern from a Service Job when the job status was Ready to Invoice

Resolved an issue where the Concern was not displayed on the Claim modal window for third-party service jobs

Resolved an issue where the Store Credit option was missing when refunding customer deposits

Resolved an issue where archived quotes were incorrectly displayed in the Active Part Sales Report

Corrected the localization of the words "Cheque" and "Labour" to match the spelling conventions of the dealership's country

Updated the parts reports to include Location as a default visible column

Implemented the new STA search component on the View Kit screen

Resolved an issue where users were unable to oversell parts with fractional quantities

Resolved an issue to prevent committed kits from being deleted from the Deal Options & Fees section

Implemented new V4 version of the BRP Parts Order APIs for pilot testing

Updated the BRP Parts API Scheduler timing - Weekly/Monthly schedules now run at 11:30 PM - Daily schedules now run at 6:30 AM

Resolved an issue in printed documents where the current mileage was displayed instead of the mileage recorded when the Service Job was completed.

Resolved an issue where customers imported from Shopify Customer Orders were not assigned a default price level

Resolved an issue where the Accounting Reconciliation Scheduler was calculating the BP Balance using an incorrect field

Resolved an issue where the invoice generated for a third-party quote did not match the invoice created for the corresponding third-party service job

Resolved an issue which allowed non-inventory parts to be added to Vendor Orders (VO), Vendor Receive (VR), and Part Returns

Resolved an issue where the Active Part Sales Report displayed totals even when no parts were present in the Merch section

Resolved an issue where the Deal Unit Report threw an error when searching by Total Unit Price

Unit Specifications Document - Resolved Price detail formatting issues

Resolved an issue where users cannot move service order to 'job complete' or 'ready to invoice' despite correct permissions and presence of unit and concern

Rich Text Editing

Unit Specifications Document

Deal Unit Report update

Global Search

Resolved issues for new customer orders where changes to labor price were not always saving

Stop showing an estimated payment amount when financing terms have not been entered on a financed deal

Improved the design of the Time Log Drawer and added a new ability to see all technician notes on the customer order

Updated the Part line item status color so that the “In Stock” and “Invoiced” status values do not have the same color

Resolved an issue where users were unable to transfer units to new owners

Resolved an issue of continuous expansion/collapse of customer order sections

Removed Freshchat and enabled Intercom

Resolved an issue in the New Customer Order where users were unable to view technician notes after the order was finalized

Resolved an issue where the Quote indicator was missing from the Active Orders modal window

Corrected the date format displayed for Claim Date

Added a View Customer icon to the header of the New Customer Order screen

Resolved an issue in the New Customer Order where users could not view all line items when the order contained a large number of items

Updated the STA filter display on the New Customer Order screen. Changed its label and if user clicks on a filter chip it will expand the filter dropdown

Resolved an issue in the New Customer Order where users were unable to apply customer deposits correctly

Resolved an issue where the "Accrue Purchase Tax Until This Unit Is Sold?" toggle was not displayed correctly while editing an ordered unit.

Resolved an issue encountered when receiving units in bulk

Restored the ability to refund a returned part as Store Credit

Resolved an issue where the Status Filters displayed blank options in report filters

Resolved an issue where Payment on Account entries were not displayed under the Direct Deposit section on the Cash Reconciliation screen

BRP Parts API - Added language element

Added the ability to upload, view, edit, and delete attachments for Vendor and Part records

Add messaging for unavailable actions/options in new customer order

Workspaces - Added Job total column in Customer Jobs list view

Workspaces - Removed the Welcome tile

Resolved an issue where Customer Phone numbers entered in additional information for Shopify was not fetched to Blackpurl

Resolved issue to show tax names in tax detail report for automatic taxes

Resolved an issue where the user was unable to add cost when adding a new labor code

Resolved an issue where Global search / STA were not showing all matching parts

Implemented update so that Internal comment should not be added to customer order in case email is failed

Resolved issue to correct accounting reconciliation new unit inventory and parts inventory balances

Changes implemented to Salesforce Connected App for Security Compliance

Added the ability to upload, view, edit, and delete attachments for Units and Customers

Updated Deal Unit tab contents

Resolved an issue in Global Search where users were unable to search for units using the unit invoice number

Resolved an issue that prevented users from selecting attachment images when sending invoices via email from a CO. Users can now successfully include image attachments

Resolved an issue where the part FIFO cost was incorrectly set to zero for third-party service jobs when parts were oversold

Resolved an issue where phone numbers were displayed incorrectly on customer owned units

Unit Condition and Not For Sale

Resolved an issue of duplicate customer creation and multiple addition of the same unit on customer order created from CRM

Approvals drawer - Added verbal option in the Get Approval action

Resolved Deal UI issues where unit tooltip was missing and cannot access all units if deal is having a large number of units

Stopped simple "Success" toast messages in the New CO to prevent them from blocking users from accessing CO actions, particularly the Checkout action

Resolved an issue with the Publish in feed toggle not being exposed on the Add Unit model window

Resolved an UI Issue where the Deal Product icon mismatch in STA search

Resolved an issue to get the correct total for non taxable items in the BAS report

Implemented a fix that allows users to create an appointment by searching for the service job using the Customer Order (CO) number

Form deployment

Added a Due In Time column to the Service Job Report

Added a new custom setting for customer data so that FTP feed can have customers that are created in the last one hour

Granted BlackPurl Profile users access to the legacy Accounting Reconciliation Tool

Improved the user experience for the Auto Save Notes feature by adding a close (X) button to the modal window in the New CO

Resolved an issue where the Card Not Present button was not actionable on the customer screen for A/R payments

Resolved an issue where searching by a partial Part Number was not working as expected

Resolved variance issues in Customer Deposit Reconciliation

Resolved a variance issue in the Submitted Claim modal window when the approved quantity was set to zero

Resolved an issue where dealerships were unable to oversell parts because the kit price became negative after applying CO based price levels

Resolved an issue where the edit stock unit model window was not showing publish in feeds toggle

Enabled the “Order as Individual Items” option for non-packaged parts with lot quantities on the Vendor Order screen and Resolved an issue where the “Order as Individual Items” option was not displayed on the Vendor Order screen when adding a part through search. This option now appears as soon as the line item is added.

Implemented auto save for customer notes in classic CO

Resolved performance issues in the New CO STA flow and set focus automatically on the newly added part

Fixed ghosting effects and icon mismatches when adding line items in the New CO

Resolved an issue where labor hours were not updating correctly in service jobs

Corrected the total hours billed calculation in the Open Service Job report

Resolved an issue where the sublet line item status was not updating in the Deal Service section when included as part of a kit

Resolved an issue where auto taxes were not recalculated based on the updated shipping address

Resolved issues related to the Edit Temporary Unit modal window screen

Updated new customer orders to refresh UPCs on the deal CO when factory options are removed from the ordered unit during receiving

Removed pagination across all sections

Updated section sidebars

Resolved an error that occurred when adding line items in the Deal Merch section

Resolved an issue where a toast error message did not appear after changing the shipping address

Resolved an issue where the Summary tab did not refresh totals when unit deal line items were added or removed

Resolved an issue to allow opening a single section CO directly in the primary section from global search

Implemented auto save for Job Notes

Resolved an issue in the Invoice Detail Report where the Unit Base Sales value was not displayed when Factory Rebates were applied as discounts

Resolved an issue where a non-package part was incorrectly shown as a packaged part on the Vendor Order screen

Resolved an issue where location text was truncated on barcode labels when printing small labels using a Zebra printer. Added a custom setting to define the character limit for location

Resolved an issue where the invoice journal entry was not syncing to QBO when the Buy Rate Commission was entered as a negative value

SOM - Resolved an issue with INV file imports where part names contained the pipe (|) character

Barcode Print Preview - Resolved an issue where the page layout was distorted during printing

Sublets in service kits

Resolved an issue where Shop Supplies were not appearing in the service job summary

Resolved an issue while taking deposit in backdate

Added a cancel action to toast messages for CO actions, allowing users to dismiss them and proceed with the checkout

Resolved an issue where customer phone numbers and email addresses were not consistently displayed in the Summary tab

Resolved an issue where Shop Supplies were not appearing in the service job summary

Resolved an issue where Last Stock Date and Last Sold Date were blank for parts, which was impacting part aging calculations

Resolved a sorting issue in the Technician Hours report for the “Time In” column

Implemented an update to ensure service job report exports are generated correctly and match the displayed records