Feature Additions and Major Changes
- Added optional configurator URLs to P9 and P10 – this allows for custom configurators to be created for different product types (similar to how trim draw works now).
- P9/P10: Added feature to payments that automatically applies a percent markup to the order/invoice if the customer chooses to pay with a credit card.
- P9/P10: Added the ability to convert assembly detail lines and build detail lines to purchase orders and RFQs.
- P10: Added stop order as an optional column to daily deliveries.
- P10: Added summarized MC, PO, and TR as optional columns to the trip detail popup form as well as the truck summary list.
Bug Fixes and Minor Adjustments
- Added “discount sales price” to Edit Pricing Levels and “percent of margin cost2” to Edit Pricing screens in inventory list.
- Added a preference to AR sales taxes to allow auto-replacing based on zip code, even if they are zero rates. (zero rate codes by default do not get auto-replaced).
- When adding a new job, it won’t populate start date, instead it will get set when they post the first Job transfer.
- Removed popup when user types wrong zip code that offered to add it to the list. Normal users shouldn’t be adding those.
- Universal search: orders/quotes should show the most recent first.
- P10: added a column to prepayment list that shows a comma separated list of the job IDs on the prepayment. P9: added a search box for job ID.
- P10: Fixed: saving a transaction wasn’t always removing the blank newline at the bottom.
- P10: Fixed: if tax 1 and tax 2 are enabled, the “Pay now” field on the order was hidden.
- P10: Fixed: when a popup is open in a transaction, all the ribbon buttons will be disabled.
- P10: Cleaned up lot selection screen sizing. Set column widths to better values.
- P10: Added field above signature on invoice to type in the signature name.
- P10: Fixed: delivery stop order when dragging and dropping (It wasn’t autosorting afterward).
- P10: Fixed: Production Detail timestamp wasn’t showing time, only date.
