Discount confirmation - The display of the Discounts confirmation popup has been updated so that it only appears under the following conditions for an Estimate or an RO document:
If you have set up the discount margin in your settings
A new line item is added to an RO with no discount applied.
Miles and Kilometers data - For all new vehicle records created, the odometer value will be stored as the value entered at the time that the record was created, regardless of the units (i.e. miles vs kilometers).
Prior to this release, all odometer values were stored as the value in miles. If you had entered a value in KM, the value was converted to miles, which could result in rounding errors.
In addition, the odometer value entered is stored against the document. This update is only applicable to new documents; there will be no change to odometer values previously entered in the product.
Search functionality on the the Tire Sales page - On the Tire Sales page, users will now be able to search for Tire parts by solely entering the Part number; the line code is no longer required to find tire parts.
The search functionality will also display results when a partial Part number or partial line code value is entered as the search criteria. For example, the user can enter the Part description as “Tire 1” or Partial Part description as “Tir” and find all values that include this text.
Transtar catalog update - If your Transtar account has a status of “On Hold”, the Transtar Catalog will display the parts list information; however, the part price will be displayed as “N/A”. The user can add the part to the work document.
If a user with an “On Hold” account status attempts to order the parts from the work document, the following message will be displayed to the user:
“Your account is currently on hold, likely due to payment issues. Contact support for more information”.
The ‘Email’ button and email address field have been removed when printing the Tech Sheet from a RO.
The product uses the most current API service for the AutoZone Parts Order functionality.
An Estimate or a Repair Order can only be saved if there is a customer / vehicle information included on the document. If a document has no customer or vehicle associated to the Estimate or Repair Order, the ‘Cash Customer’ modal box will be displayed to ensure that the user saves the document with a Cash Customer.
Updated the Transtar catalog functionality to ensure catalog results are displayed for all sub-models.
Recent documents do not show customer’s name
KM to Mile conversion issues
Error when searching for tire size. Unable to add tire sales.
Refunds apply to fleet sub account instead of fleet account
An Estimate with no customer and/or vehicle created when the Magnify-glass icon
Update the Estimate document correctly with related Job groups
Partially paid invoices are being marked as Paid in the Sales/Purchase Report
Custom Job Analysis Report cutting off verbiage from the description on the printout
Error Page displays when clicking the Clear link from the Vehicle Inspection page
The Service Interval download Service Schedule form shows UK spelling for Tire
Changing the “Apply Tax before discount” checkbox is affecting the calculated values from the Sales Tax Summary Report
Manage Online Cookie Error page occurs when saving an estimate coming from the Schedule page
Tire Import fails to populate Free Stock field because the Tire File Import and sample tires.csv files incorrectly shows Stock
Paid Invoice is showing as unpaid in sales/purchase report
Invoice Item Margin Report for Margin % is calculating incorrectly
Canada – KM’s Changing
No OEM Data For 2003 Chevy Silverado 2500 Diesel Engine
Converted invoices are excluded from all financial reports.
Counter on VHC (for Green Items) Not Calculating Properly
October 2020 Updates
Updated Data Source for Vehicle Lookup and Parts & Labor Data
Vehicle information is now pulled from our newest version of ALLDATA Repair (my.alldata.com)
Get the most current and comprehensive parts & labor data
Better vehicle matches for integrated catalogs.
Seamless update – Access new data with no changes to document creation workflow.
Full Width Document Printouts
Option to print documents with minimized white space
Choose between 2 print layouts.
Use less paper.
Documents included: Estimate, Repair Order, Invoice, Invoice Draft, Credit Note and Schedule of Work.
Transtar Integration Update
Updated Integration to Work with Transtar’s Latest Catalog Version
Please note the following differences:
Existing Transtar account credentials will need to be updated before using the catalog. Please contact Transtar directly in order to get set up with a username and password.
Transtar parts added to Custom Jobs may not be included in the same parts category as the previous catalog version and may need to be reselected.
Part availability will now display as a service option inventory level (next day, 1-3 day, etc.) instead of location based inventory level (branch, region, etc.)
Miscellaneous changes and bug fixes
The last 8 digits of a VIN are now bolded in the following areas:
VIN field of the Vehicle section on the left side bar
The myCARFAX tab (under Reports >> Work History Report)
The License/VIN Lookup field, in the vehicle section in the left pane, has been limited to a maximum of 17 characters
The Error page that appears when an unhandled event occurs has been updated.
The existing Adobe control used for graphing has been replaced with Apex Charts in the following business reports:
Turnover by Customer Type Report
Turnover for Top 10 Customers Report
Yearly Turnover Report
Yearly Profit Report
Unable to resolve Opening Balance against an Account Payment
Technician and Service Writers on work screen are not sorted
The RO Printout is displaying incorrect Proposed Completed Date when due time set to 12:00 through 12:55
Hide the segments of Labor hours/quantity in Print Outputs section
Incorrect spelling is being used in the Print Settings page.
Invoice Shop Supply Total (Misc.) is incorrect in the Sales by Service Writer Report
Labor displaying in Count and Adjustment Inventory Screen when the Stocked Parts Only checkbox is checked.
Comma can be pasted into Warranty mileage.
Password cannot be similar to the Username
Business Analysis reports have different totals
Split Invoice outputs do not reflect deductible amount in total if Complete Price custom jobs exist on the document
No validation for Product Group value on the parts import
Incorrect word used for “Clear document when Work Order created” checkbox.
Technician field fails to populate in the Paid Invoice page once Invoice Confirmation closes.
The Vehicle Detail print out shows misspelled words and UK localized word.
Incorrect Wording in Error message for AR Payments page
The Authorized Contact is printing twice on the document printout.
Localization spelling issue with the title on the RO Authorizer window.
Incorrect Car ID being used for some custom jobs containing OE groups.
When a Deposit made through PayGuardian, the deposit is not seen as PayGuardian transaction
Unable To Pay Invoice under certain situations
Incorrect value of KM when Invoice printed from Document Options
July 2020 Updates
Sales Payment Screen
Refreshed Sales Payment screen
Quickly view and pay outstanding balances for a customer
Automatically allocate payments and credits to outstanding balances
Worldpay credit card processing is now integrated with Manage Online
Process credit card payments directly from Manage Online