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Version 7.2.x Nearing Completion

PostPosted: Fri May 12, 2017 8:17 am
by Johnny5
Some highlights of our next update:

v 7.2.3
    Inventory Attached Item: When attached items to inventory records, an updated search allows finding those parts easily, user can edit existing attached part lines, and adjust quantity.

    Change of Vehicle Ownership: Implemented a simplified process; software now includes toolbar icon and a wizard to walk the user through steps

    FirstCall catalog: Updated version installed, catalog will now warn user when there are no parts to transfer

    Check for Updates: Function now checks if you are on the latest version when requested by user, and if not will prompt to proceed with update

    Purchase Order: Comment Line within Purchase Orders will now remember the choice of 'Internal Notes' or 'Note to be included with PO'

    Kilometers: Manager can now be configured to treat odometer values as Kilometers. When launching Maintenance, Kilometers will also be used. Kilometer setting in Setup / Screen View

    New Spell Checker
    Underlines incorrectly spelled words
    Right click on misspelled words to open a context menu that contains the correct spelling
    Dictionary includes common auto/repair terminology.
    Spell Check to Include Uppercase and add custom words
    Hitting enter in note boxes no longer jumps to top

    NAPA Prolink US Catalog: Catalog updated to enable message input after Price Check

    Promo Package: Now display price with two decimal places, not four

    Invoicing:
    Standard invoice template updated to move work completed and reference number to the top of the page. Customer account number printed right of customer name now in smaller non-bold font.
    Wisconsin invoice updated to include Xcharge receipt option. moving completed and reference to top.
    Florida invoiced renamed to be more consistent with other template names

    Scheduler
    Schedule Window now includes a Help button on each screen
    Built-in Appointment State colors are now editable
    Appointment editor to alert when 'seeing' recommendations
    The Source of the invoice is now maintained in schedule, WIP and order
    Scheduler will now remember what the user Resources/Technicians selected to Show/Hide while in the schedule screen

    Sublet: Sublet/Labor within Canned Jobs now include individual options for each tax

    Database Engine: Manager database automatically updated to SQL 2014

    WIP: User may now sort and retain sorting order by Promised, Time In, Completed, and Drop Off

Re: Version 7.2 nearing completion

PostPosted: Fri May 12, 2017 8:57 am
by sbebenelli
Johnny5 wrote:Some highlights of our next update:



Check for Updates: Function now checks if you are on the latest version when requested by user, and if not will prompt to proceed with update

[/list]


Does this mean when an update is released we can click the check for updates and we will get the update even if we are not in cue for it yet?

Re: Version 7.2 nearing completion

PostPosted: Fri May 12, 2017 9:15 am
by Silky7
That is what it means, yes.

Re: Version 7.2 nearing completion

PostPosted: Fri May 12, 2017 11:31 am
by sbebenelli
Silky7 wrote:That is what it means, yes.


Good! We was one of the last to receive updates. This feature will be good for us.

Re: Version 7.2.x Nearing Completion

PostPosted: Mon May 15, 2017 4:03 pm
by Sauvageaus
With the inventory part, will this update us when we're running low on an inventory? Or is there a different way of doing this now?

Re: Version 7.2.x Nearing Completion

PostPosted: Tue May 30, 2017 5:55 am
by MURRI513
Very happy to hear spell check will work with uppercase letters. That is all we use it looks nicer and is easier to read.

Re: Version 7.2.x Nearing Completion

PostPosted: Tue May 30, 2017 6:01 am
by timbre4
Sauvageaus wrote:With the inventory part, will this update us when we're running low on an inventory? Or is there a different way of doing this now?


Nothing has changed in this regard; use the Low Inventory by Vendor or Low Inventory by Part Number reports*.
* reports are dependent on stock levels and reorder points being set in each part record (so that SE knows what to tell you)

Re: Version 7.2.x Nearing Completion

PostPosted: Thu Jun 08, 2017 11:14 am
by Johnny5
In v 7.2: You can now edit email template for estimates, repair orders, and invoices. JD
email.gif
 

Re: Version 7.2.x Nearing Completion

PostPosted: Thu Jun 08, 2017 11:16 am
by Johnny5
Boom:
template.gif