What's new? 



Processed price files update


We have made a few changes to the Processed Price Files that will save time and allow the User to basically queue all the price file imports and then just continue on with their day


These changes include:


  • when the Dealership runs processed price files, they will be imported in the background so that the User is no longer forced to keep their browser tab open and watch it process through to completion

  • when the User select the action, the price file will be queued for importing

  • this means that if the Dealership has multiple price files that need to be imported, the User will simply queue all of the price files for importing and our automated process will take care of importing them in the order in which they were queued

    There is an automated process which executes every 10 minutes looking for price files to import and so long as there isn’t already an import in progress, it will start the importing of a price file that has been queued

  • new status icons will now appear on the tiles for the price file which will show the status of the import process:

    This will indicate that the automated process has been started and it is queued to run

    This will indicate that BP is currently processing this price file 


This will indicated that the price files has been imported

   
   If you click on the icon, it will provide you with the summary result of what has been imported
 

   See example below:

 

This will indicate that the price file has import but there are items have have failed to import

   

   If you click on the icon, it will provide you with the summary result of what has been imported and what 

   failed

   To view the errors, click on and a csv file will export for you to review what line items

   did not export and why
 

   See example below of the summary result:

  • By default all Dealerships will be provided with this feature 


For further information, please review our article - Other Tools > Processed Price Files



New System Settings > Settings & Controls - include zero priced deal options on documents 


We have Introduced a new toggle in Settings & Controls > Settings & Controls - Shop Settings - Include zero priced deal options on documents


If this toggle is enabled (as above) then it will list any deal option that has a zero value on Unit Deal Customer documentation


If this toggle is NOT enabled then it will NOT list any deal option that has zero value on Unit Deal Customer documentation 


Please review this article for further information - System Settings > Settings and Controls



Reporting - Unit Register 


We have introduced a new Report called Unit Register 

This report has been developed as we have been requested by quite a few dealerships to have a report on the purchasing and the sale of inventory units during specific period of time 


The report will list the units and indicate when they were acquired / how they were acquired (trade in etc) / what is the current status (available / sold etc) of the unit / if sold, when was the unit sold and who it was sold to within the specific time indicated


For further information, please review our article - Reporting - Unit Register


What's Improved? 


Resolved - an issue encountered on vendor orders when the package settings of a part were changed after the part had already been added to the VO
Resolved - an issue which resulted in a duplicate customer owned unit when transferring the ownership of a un

Resolved - an issue which caused a part to appear on the Parts Needed report even though it was already on order for stock
Resolved - an issue where the technician hours on a service job were not matching on the technician hours report
Resolved - an issue encountered when doing a partial receiving of a packaged part against multiple VO’s which resulted in the received qty being split across multiple VO’s
Resolved - an issue that prevented users from emailing a charge account receipt on the view customer records page
Resolved - an issue where NITC Withheld and Amount were being calculated despite the toggle controlling NITC being disabled
Resolved - an issue where a part's available quantity was negative, which led to a subsequent error when syncing DEALER PARTS INVENTORY to BRP, displaying the message 'Numeric instance is lower than the required minimum
Resolved - an issue where the tax rate breakdowns in CO sections was incorrectly obeying the summarize taxes option
Resolved - an issue encountered when allocate an on order qty to a CO where the part actually has a qty in stock which incorrectly cancelled the item on the VO
Resolved - an issue where required units were not flagged as taxable when the unit was ordered

Resolved - a sizing issue with deal forms which were attached to deal documents

Resolved - a VO import issue related to packaged parts which were ordered individually

Resolved - an issue in the Tax Activity reporting where the taxes were not being listed in any logical order - they will now list alphabetically
Resolved - an issue where taxes were not being calculated correctly in the claim view and invoice preview when deductibles were applied to third-party service jobs
Resolved - an issue where the tax was incorrect on deals involving order units

Resolved - an issue in cash rec where it was not including reversed financing deposits
Resolved - an issue which caused the committed qty on parts to be incorrect when breaking up kits
Resolved - an issue which required the user to click twice to view a BRP article