What's new?



Service Document Format


We have been asked by quite a few Dealerships for changes to our Service Documents


We have collated these requests and have made a few changes to the Service Job Worksheet / Service Job Review and have also introduced a Customer Service Job document.  A few things that have changed:


  • Styling is more in line with the Customer Order Invoices
  • Barcode is now included on the Service Job Worksheet 
  • More information about the Job ie when it was opened / name of the technicians assigned
  • More information about the Unit ie plate number / serial and engine numbers / additional unit fields that were created
  • the ability to now print a Customer Service Job - this document will hide all non-customer payable values and can be given to the Customer to show all the work performed even if they are not paying for it.  This was introduced for Third Party Service Jobs, the customer may want to know what work is done but the Dealership does not want to share the prices that the Third Party are getting charge


For a full list of what has been changed on the Service Documents, please review our article - Service Worksheet / Service Job Review / Customer Service Order

 

Change to the Part Movement Report 


We have made a few changes to this report.  This report was only listing parts with activity during the selected date range yet the sidebar totals included parts without activity


Now by default, both will only list information for parts with activity during the selected date range


A new filter has been added called “Include parts without activity” and when the user enables this both the listing and the totals will include parts with and without activity during the date range


For further information, please review our article - Reporting - Part Movement



Barcode Label Printers  

For our Dealerships that currently have the Dymo LabelWriter 450 and the Dymo LabelWriter 450 Turbo installed and running with the Dymo Webservice there will be no change


For our new Dealerships or for Dealerships that are looking to update their barcode printer, we now support the following barcode label printers:


  • Dymo LabelWriter 450
  • Dymo LabelWriter 450 Turbo
  • Dymo LabelWriter 550
  • Dymo LabelWriter 4XL


This will make it a lot easier for Dealerships to source barcode printers and also install the printers themselves


Dealerships will need to install the barcode printer and then downloading and installing the Dymo Connect software


For further information please review these updated articles - Recommended Peripherals (Printers / Scanners) and Dymo Connect Software



Payment Methods 


When a payment method is enabled by the user, we will now automatically set the Undeposited Funds General Ledger for that payment method to be the same as the Undeposited Cash payment method


For further information, please review our article - Selecting Payment Methods (Step 6)





What's Improved?


  • Performance Improvements to Customer Order application:

  • Creating a deal from the deal tile than Customer
  • Submitting a Claim 
  • Breakup kits
  • Resolved - an issue on the Invoice Detail report where it was including some invoices outside the selected date range
  • Resolved - an issue related to newly added deal parts after the initial options had already been committed
  • Resolved - an issue which caused stamp duty amounts to not be sent to accounting whenever the default stamp duty rate was set to zero
  • Resolved - an issue with part count importing where it was incorrectly considering inactive parts when looking for a match
  • Resolved - an issue in branding management where it would not allow the user to select a different state/province
  • Resolved - an issue on the vendor receiving document where it was not including bin locations on Excess items
  • Resolved - issue with generating exports from vendor order cause by security review changes
  • Released - mapped forms for specific Dealerships.  The specific Dealerships have been notified
  • Resolved - issue related to multiple commits on deal options when the “Do not invoice” option was used when updated unresolved fulfilments
  • Resolved - an issue which caused deal part profitability to not provide an accurate value when multiple option commits had been actioned on the deal
  • Improved - the unit sales tracker report to not include trade-in units
  • Resolved - a job line item subtotal mismatch caused by the system incorrectly calculating pre-tax pricing to an excessive number of decimal places resulting in the subtotal not equalling the Qty X Price
  • Resolved - an issue causing a system timeout error when importing a picklist into a CO on a Blackpurl containing a very large number of part records
  • Resolved - an issue which prevented a new appointment to be added for a deal service after the initial deal service had been removed
  • Resolved - an issue which prevented a trade-in from being added to a newly created deal
  • Resolved - price calculation issues on kits
  • Resolved - issue which caused the vendor receiving document to not include items when the VR contained on stock excess items
  • Resolved - issue in payment reporting where the payment method filter would not list all payment methods for filtering
  • Resolved - issue related to moving line items between CO sections where the line item pricing was incorrectly being reset to its default value
  • Resolve - part/product syncing issues in the Website product management tool
  • Resolved - a UI (User Interface) display issue when working with the STA (search to add) on customers where the search results were covering the search box
  • Resolved - an issue in vendor receiving encountered when actioning to commit the receiving while still editing one of the items
  • Resolved - an issue with vendor invoicing where a previously entered invoice number was not being validated for uniqueness in the accounting application at the time the VI was actually finalized.  The validation is now checked and imposed when finalizing and the user will be prevented from finalizing the VI if an issue is found.  This also applies to the invoice date and vendor being active in the accounting application
  • Resolved - a QuickBook security issue raised because the user was permitted to save javascript in the internal comments field
  • Resolved - an issue loading a picklist into a CO when the related vendor for one of the parts did not have a PO type defined for it
  • Resolved - an issue in appointment scheduling where it was not correctly showing time slots where the technician was already scheduled on another job
  • Resolved - a discrepancy in profit reporting between the deal screen profit and the Invoice summary report profit when either the related deal service had not been closed yet or the deal unit had multiple base unit cost lines
  • Resolved - an issue with the on-order qty for a part not being properly updated when a special order which had already been ordered is later cancelled
  • Resolved - an issue which resulted in a BRP sync failure notification when there were no parts needing to be updated from BRP
  • Resolved - an issue where the odometer reading from a unit was not being transferred to a newly created job which if not noticed by the user would result in the odometer on the unit being set back to zero when the job was closed
  • Resolved - an issue where the user could not scroll in the Add customer owned unit modal window
  • Resolved - a minor User Interface issue found when adding comments to a Customer Order
  • Improved - Any errors encountered related to SOM integration will now generate an email notification to Blackpurl Development Team
  • Resolved - When the user deleted an appointment which they accessed from a service job, the job was not reflecting this change on the customer order until the page was refreshed
  • Resolved - an issue encountered when creating a customer with a non-default price level and once saved the selected price level was not being saved with the customer
  • Website Product Management:
  • Resolved UI issue when managing product options
  • Variant section will no longer appear on the part record page unless the part is successfully linked to Shopify
  • Prevent status from being set to “Linked” when the Shopify Product ID is blank
  • Resolved an issue which caused a CO not to be created for a Shopify sale because the customer in Shopify did not have a name.  Now if the Shopify customer only has an email address then that will become the customer name in BP.  If the Shopify customer only has a phone number then that will become the name in BP
  • Resolved an intermittent issue encountered when searching for a part to link to a website product
  • Resolved - minor UI issue encountered when creating appointments
  • Corrected - the logic in customer order which was not properly handling tax rates being changed and the user has not forced a Recalculate Pricing on the CO before adding more line items
  • Resolved - an issue with printing from the count session tabs when there is a very large amount of data to print
  • Resolved - an issue encountered on CO’s which contain multiple third-party jobs which prevented the user from actioning the Claim button when going through the submit claim process
  • Resolved - an issue with the hidden WIP Labor Inventory GL not being set properly when using option 1 for technician costing
  • Resolved - an issue encountered in VO export when the description of one of the parts contained the comma character
  • Resolved - an issue calculating the Estimate Payment on financed deals where it was giving different results when the Term was set to months instead of years.  The issue only happened with the Weekly and Bi-weekly payment frequencies
  • Resolved - an issue where the total hours was no longer being shown in the technician hours section of a customer order
  • Resolved - an issue importing picklists where it was incorrectly considering inactivate part records thus causing a unique match to not be found
  • Released - mapped forms for specific Dealerships.  The specific Dealerships have been notified
  • Improved - After bulk receiving the user will now be navigated to the Order history tab instead of the Active orders tab
  • Resolved - an issue with the email version of the Bill of Sale where it was not formatting the notes to customer correctly
  • Improved - Automated price file imports for price files with a large data load
  • Resolved - an intermittent issue which prevented an inventory file from being posted to SOM
  • Resolved - an intermittent issue which set the expected date incorrectly in a SOM POO file being sent
  • Resolved - an issue which prevented the parts inventory file from being sent to BRP (one Dealership affected only) 
  • Resolved - an issue which prevent the user from searching for a customer which contained  the apostrophe character
  • Resolved - a User Interface (UI) issue with displaying text blocks in the Correction field on a service job
  • Resolved - an issue where the Recalculate pricing action on a CO was not taking into consideration any possible tax setting changes on sublet codes
  • Resolved - an issue where the default filters for the common reports were not listed as active filters which forced the user to select the filter in order to change it.  Now default filters are always visible in the filter dropdown
  • Resolved - an issue which prevented the user from scrolling in the report filter drop down whenever the report sidebar totals were exposed
  • Resolved - an issue which prevented the user from printing/emailing a VO for a BRP vendor
  • Resolved - an issue which caused BRP invoice sync failures due to an Unable to lock row error
  • Released - mapped forms for specific Dealerships.  The specific Dealerships have been notified
  • Resolved - an issue which allowed a job to be set to Complete when a required part line item was partially forced as oversold
  • Resolved - an issue which prevented a CO invoice from being printed/emailed when the user entered “.” as the pulled qty for one of the line items
  • Resolved - an issue which allowed the user to attempt to checkout a deal which contained a trade-in that did not have a unit assigned to it which in turn prevented checkout from being finalized with an error being issued
  • Resolved - an issue with VR’s caused by the user being allowed to change the vendor on the VR after line items had already been added to the VR
  • Improved - the performance of the add part screen which was extremely slow when the org contained a very large number of location records
  • Resolved - an issue where the internal comment on a CO related to the customer being changed was not properly formatted
  • Resolved - an issue with part count session exporting where it was always exporting all tabs instead of the just one being viewed by the user
  • Resolved - an issue in the invoice totals when it contained items which used one of the enhanced tax rates
  • Implemented - a weekly scheduled job which will remove old temporary data files and log files which are no longer needed.  Job will run weekly and now temporary files will only be kept for 30 days and log files for 90 days
  • Resolved - issue with parts inventory data not being sent properly to SOM
  • Resolved - issue with Automated price file imports which was not properly handling duplicate part numbers in the source file
  • Resolved - a part record committed qty issue caused by reopening an invoice containing a return line item and that returned part had already been returned to the vendor
  • Resolved - an issue which gave the user an unexpected error when trying to view the store activity feed on the home page caused by their particular permission settings
  • Resolved - an issue related to Tiered and Escalating tax amounts not carrying over properly to the accounting application
  • Resolved - an issue related to Tiered and Escalating tax amounts not carrying over properly to the accounting application