December 23rd, 2019 Release
Web App Version: 2019.12.18.1

Proposals

  • 9206 - We changed 'related items' text from orange to black on dealer proposal view to match client version. 
  • 9135 - We fixed an issue where changing from a fixed $ discount to variable % recalculated the amount and rounded the result. For instance, if you had a fixed discount of $200, and switched to %, and then switch back to fixed, the fixed amount would be calculated based on the rounded % and would not be exactly $200. 
  • 9164 - Optimized the submission process so it wouldn’t update all proposals every time after a CC (Carbon Copy) was changed. Now it will just update when the change is made.
  • 9184 - Profit calculation (%) was inaccurate for highly discounted amounts. This is fixed.
  • 9190 - When cloning a proposal with options, the items would sometimes get switched from the first option to the second, etc. This has been fixed. 
  • 9192 - When a proposal was cloned, the clone's rooms were sometimes in a different order than the original. This is fixed. 
  • 9227 - We fixed an issue where unchecking a single area checkbox was deselecting nested items checkboxes in all areas.

Orders

  • 9153 - Adjustments to Add to Order modal window to match Add to Proposal window.
  • 9191 - We removed the ‘required quantity’ box from items pushed over from a proposal.
  • 9198 - There was an issue where POs were not updating automatically (without a refresh) to reflect the changes. This is now fixed.
  • 9231 - An error was being logged when an order item was being deleted, but this has now been fixed.

December 16th, 2019 Release
Web App Version: 2019.12.11.1

Proposals

  • 9188 - Improved the functionality of rearranging and ordering Nested Items
  • 9182 - Client info will not longer be copied to a new cloned proposal from the original proposal.
  • 9176 - Added more visual cues when items are selected on the proposal to show that action needs to be taken. 
  • 9162 - Improved some design elements on spacing, color, etc. for buttons on proposals. 
  • 8992 - Image added to WYSIWYG text editor (Room/Area Descriptions) will now match the justification between the web view and the pdf. 

Payments

  • 9145 - Continued design & build of UI for new Payments feature
  • 9168 & 9166 - Added infrastructure for Payments feature. Created payment data tables and corresponding models.

Order

  • 9185 - ‘Delivery type’ will no longer default to being blank. It will now have ‘delivery’ selected, which the dealer can then edit if so desired.

General

  • 9189 - Fixed an issue with the payment gateway connection that made it difficult for some new signups to complete the subscription process.
  • 9178 - Updated the page for inactive users at login. We now list out and breakdown different plans and options. 


December 9, 2019 Release
Web App Version: 2019.12.05.2

General

  • 9175 - New Left menu navigation icons
  • 9009 - iOS Login Update - Users should not get logged out of the iOS app after an update to the iOS app or a production web release. 

Proposals

  • 9152 - Removed "Not Authorized" tag on items on proposals. On items with no supplier, the profit % below the price has a clickable link now to "Add supplier for profit" and launches window to add a supplier. 
  • 9151 - Added Blue dot beside the room name on left proposal area nav when there is a profit loss, and made the color around the sell price box thicker. 
  • 9146 - Some proposal statuses were not showing up in the dealer view of a proposal in real time (required a refresh). This is fixed. 
  • 9188 - The order of Nested Items was getting jumbled when rearranging items. This was resolved. 

Orders

  • 9181 - The shipping address book on Orders was not loading correctly for some dealers. This was resolved. 
  • 9179 - We fixed an issue that caused a "Command already in progress" error message to occur when updating an order. 


December 3, 2019 Release
Web App Version: 2019.11.27.1

General

  • 9111 & 9114 - Updated the functionality of Default Sell Price on items. If set to MSRP, always defaults to MSRP. If set to "My Sell Price", dealers can edit "My Sell Price". If set to "Use My Sell Price" and no sell price has been set for an item, the default sell price will be MSRP. Third option is a markup %. 
  • 9088 & 9096 - Improved the re-subscribe workflow for users. 

QuickBooks Integration

  • 9139 - QB Connector is no longer closing when hitting "Next" while syncing multiple PO's at the same time. 
  • 9138 - Resolved an issue where "Item Not Found" error was generated when attempting to import a PO. 
  • 9120 - Sub-Items in QB can now be mapped
  • 9104 - Some additional small tweaks to QB Connector

Proposals

  • Refactored our Proposals in order to improve load times and reduce error messages, especially on larger proposals. 
  • 9143 - On "Add Options" window inside of a proposal, we clarified the options so it will specify which option is being copied to where. 
  • 9141 - In some instances, the profit calculation percentage was incorrect when there was a discount on Parts. This was fixed. 
  • 9122 - Updated text and warning boxes when removing an Option in an area, so that it's more clear to the user what they are removing. 
  • 9117 - If there is a loss or a $0 sell price on an item on a proposal, that Sell Price box will be highlighted in blue, and the loss % text will be blue with an exclamation point icon to alert the user. 
  • 9113 - When there is no sell price on an item added to a proposal, there will be a blue box around the price an "null" listed as the price. If the proposal is submitted without adding a sell price, there will be an "All items must have a Sell Price" message. 
  • 9103 - Cloned proposals with a symbol in the Proposal Name would cut off after the symbol. This was fixed. 
  • 9102 - If options have been selected by the client, selecting "Order Parts" will only send parts from the accepted options to the Order. 
  • 9100 - When a user edits one area description in an option, and then moves on to the next area, a message will now appear saying "Save or cancel your area description". 
  • 9099 - Copying an area to another area on a proposal would re-order the items in the area. They will now copy in the same order as the original area. 
  • 9098 - When you create a new proposal, the name of the proposal won't be automatically in Edit Mode. The Review & Submit button is hidden now until a client is added to the proposal. When you create a new client from the proposal it will attach the client to the proposal automatically. 
  • 9087 - Empty Areas now show up on the Client PDF. 
  • 9084 - Once a client accepts proposal with options, the proposal total was still displaying with Option 1 totals. This now shows the selected option totals. 
  • 9072 - Fixed an issue where a labor item would "stick" to the bottom of an area, even when other items were added after the labor item. 
  • 9071 - Added Brand and Model for Custom items to the Proposal CSV file. 
  • 9070 - Area Descriptions are now included in the installer PDF. 
  • 9051 - Cloned proposals were listing Areas in a different order than the original Proposal. This is now fixed. 
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