04/29/2026 v2026.06

Release Notes

New Release Notes every three weeks!

	We are listening! Items with this label are a result of your suggestions in uInnovate. Please continue to share and support those ideas that help your business.
	Items with this label are features that may require adjustments to security or configuration and may have implications for your operations or current workflows. We recommend reading these and understanding the impact prior to updating.

Migrate System Security into Browser Security Interface:
You can now manage legacy System Security directly in the Browser Security interface. Existing password role levels have been migrated into new security groups (Owner, Regional Manager, Store Manager, Assistant Manager, Key Counter).  Users were assigned to these security groups passed on the password level in the operator record. This allows them to keep the same access out of the gate. Any security setting set to ‘No Password’ level was migrated to a company-wide Yes. For tracking security, in addition to migrating those password roles, the system will now always record a transaction edit when an hours, due back, time out, discount, or price change override occurs. The Security menu in Core now shows only options not yet supported in the browser security interface, hiding Passwords, Employee Setup, System Security, and Menu Security to reduce confusion. Its label in the left menu of configurations has also been updated to ‘Other Configurations’.

Use Quote Expiration Date Throughout the Program:
A new parameter has been added to the Setup tab called ‘Days for Quote Valid’. This is used to set a specific date that a quote will expire on.  A 0 in this field will default to the contract date. A value greater than 0 will set the quote expiration to be ‘X’ days out from the date it is written. This value is displayed in the information tab of the contract and can be manually changed if a deviation from the default is required. End of Day uses this field to archive expired quotes and keep your pipeline current. A label displaying the quote expiration date has been added to the bottom of the contract above the legalese so that your customer is also aware of the exact date.  This phrasing can be altered in custom translations.  (Must be using Contract-Params-MC format in laser contract formats.)

Consumer Portal: Notice about Unified Numbering for auto-converting quotes:
We added a notice below the Auto-Reservation setting in Consumer Portal to remind you that Unified Numbering must be enabled for quotes to auto-convert to reservations. The notice includes a Read More link to help you confirm and configure this requirement. Heads-up: enabling this feature is a configuration change and may be restricted. This may require role/permission updates. For more information, see the article Unified Numbering – Contract Status Change: https://por.my.site.com/uLearn/s/article/Unified-Numbering-Contract-Status-Change-445182718?language=en_US

Consumer Portal + Elite: Configurable quote-to-reservation conversion on submission:
You can automatically convert submitted quotes into reservations in Elite from the Consumer Portal, reducing manual steps. The portal triggers Elite RMS to validate eligibility; eligible quotes become reservations while ineligible quotes remain quotes. When Reservations Mode is On, reservations import to Elite and payments apply at the contract level; when Off, a quote is created in Elite and any payment is credited at the customer level. Heads-up: this requires enabling the setting in Elite. This may require role/permission updates.

Default Term Settings:
A new parameter on the Setup tab allows users to set a default terms days value for all account customers.  If there is a terms days value set on the customer record, it will override this default.  If term days are set to 0, invoices are due upon receipt (Billed Date).  Otherwise, Payment Due Date = Billed Date + Term Days and this will be shown at the top of the invoice. (Must be using Contract-Params-MC format in laser contract formats.)

New ‘All Vendor Items’ Option in Items for Vendor Screen:
There is a new radio button in the Items for Vendor screen that allows the user to see all of the items for a vendor, regardless of min/max or other reorder parameters.  It will also uncheck all of the ‘Select’ boxes.   A user can then use the multi-select option or single select option to build out their purchase order.  We have also updated this screen to retain the settings while still in the same purchase order.  This is useful so that when you add items to a purchase order and come back in, your filter settings at the top stay the same and do not have to be reset. 

Print to PDF Files Now Upload to S3:
Print to PDF now also uploads generated files to S3 when the export path points to your cloud bucket. This helps you access end-of-day and monthly reports centrally without manual transfers. Configure the export path to enable uploads.

L3 Card Data-Send Only When Supported and Licensed:
We tightened Level 3 card data rules to send details only when the processor supports them and your account is licensed. This reduces errors from the processor. L3 payloads include line items with description, quantity, and line total, and this works for both legacy Cayan and POR Pay Cayan integrations.

Remove Optional Grouping from Contract Parameters (MC) for Faster Performance:
We removed the unused Optional grouping from the Contract Parameters (MC) configuration to simplify processing. This speeds up the screen and reduces complexity without changing expected behavior.

Memory Lane Monday: This is a fun corner where we republish release notes from previous sprints you may have forgotten about.

POR One Multilingual: For users with Spanish or French as their primary language preference, POR One now supports these languages. To enable this feature, simply navigate to the settings gear in your POR One app and change your language. English, French, and Spanish are currently supported. Custom translations done in Elite are not supported in POR One.

AI Supercharger:  Users now have a convenient AI solution to quickly and easily compile spec information and pictures for units in their inventory. The AI Supercharger is accessed from the item file when modified from file maintenance. The make and model must be entered into the item's asset tab. Once the information is compiled, the user can review it and, if desired, check the box next to it to easily transfer it to the corresponding fields in the item record when ‘Ok’ is selected on the AI supercharger display.