12-2024

12/18/2024

• Update to page view on Stations
  • Added a new collapsable side panel menu to allow quicker access to station features

12/13/2024

• Insights and Custom Reports were consolidated into the Reporting tile
  • Create, edit, and personalize dashboards
  • Organize dashboards in dashboard folders
  • Set default report configurations
  • Control which users see each Insight report using permissions
  • Customize report descriptions for other users to easily understand each report

12/12/2024

• Adds the user ability to assign labels to a customer & updated the customers page with the SH sidebar and tabs
  • Customer labels on: Quote, Customer page, Customers Table, Sales Order, Work Order, Carrier, Shipping: Packing Slips and Bills of Lading, Watchtower, Workboards, Work Parts Info, and Invoicing
• When creating/editing a treatment group you can now select/deselect as many stations as necessary to be able to assign/remove multiple stations from a treatment group at once
• Ability to expand/collapse all files in the Upload Files tile

12/05/2024

• Customer Portal now has "Part View" on the Customer Portal Work Order page
  • Lists all active parts individually
  • Part Progress is easily accessible when the 'View Progress' Customer Portal permission is enabled

12/04/2024

• Added a feature that allows the use of process composer when choosing a process for part transforms
  • Process composer has been modified to create non-auto-complete processes inside the part transforms page
• Added the ability to add/change Spec Field Parameters to multiple active Part Numbers at once using the new "Active Parts on Work Orders" table located at the bottom of a Spec Field Assignment page

12/03/2024

• Work Order Review is available in the Contract Review tile
  • All Part Numbers on a Work Order can be reviewed on a single page, rather than on individual Contract Review pages
  • Work Order Review Contract Sign Offs apply to all parts on the Work Order
• The look of Contract Review was adjusted in a few areas

12/02/2024

• Added the "Join Lines" and "Flat Price Lines" buttons to the Sales Order page
  • "Join Lines" creates one Sales Order Line with multiple Sales Order Line Items
  • "Flat Price Lines" (essentially the old "Merge Lines") creates one Sales Order Line with one Sales Order Line Item
• Added the ability to receive parts directly into containers
• Labels can be added to racks
• Advanced rack movement
  • 'Enable Advanced Rack Transfers' Domain Setting
  • Allows adjusting part count on rack movement
  • Allows unracking and moving parts in one step