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5/17/2023 v2023.07
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.
Enhancements to Attachments: When viewing the details on attachments from POR One, the operator that created the image and the date the image was attached to the record in Elite are now displayed.
Browser Special Rates Form: We have enhanced our browser special rates form to require the user to enter a value of greater than zero before saving the rate. This prevents users from accidentally creating a special rate with no values that would ultimately just cause the item to use the book rate.
Accounting Integration Notification Message: The label for this notification was mislabeled as “Web Payment Received”. This has been corrected so the user gets the proper notification text.
Overbook Widget: This widget is undergoing an overhaul and has been deactivated for the time being. Users can still access overbook information by opening up Item Availability and going to Inventory>Check all overbooks.
Default Assigned To Settings: Two new settings have been added to the transaction area of browser configuration for setting the assigned to on a contract. A user must have security enabled to view/edit these settings. ‘Force Assigned To’ will force the user to select an assigned to when they hit the ‘ok’ button to save the contract, if the assigned to field is blank. This will not occur if it has been populated by the customer, jobsite, or manually. ‘Auto Assigned To’ will automatically populate the user modifying/creating the contract as the assigned to. This will not occur if it has been populated by the customer, jobsite, or manually. Currently, this will only apply to quotes, normal contracts, and reservations.
Delivery By Mile: Traditionally, the delivery by mile charge has always been calculated from the store the contract is written in. However, this would be inaccurate if store 1 happened to be writing a contract for store 2. Now, this distance will be calculated from the contract’s store to the delivery address.
Browser Call Logs: When creating a call log from either the customer or job site in browser, a user was able to remove both the customer and job site and save the call log. To prevent these call logs from getting saved without an unrelated entity, at least one of these must be assigned to the call log before the ‘submit’ button to save the call log becomes active.
AWS Servers and Super Category Pictures: Several sprints ago, work was done to facilitate copy/pasting pictures into records for users on cloud based servers. This work has been extended to include super category pictures.
Ad-Hoc Pricing and Decimal Entry: There is a setting in parameters labeled ‘Don’t Require Decimal Entry’ which dictates where a decimal is inserted into a price if the user does not type the decimal themselves. Our new ad-hoc pricing box now follows this parameter setting to adopt the appropriate behavior.
Default Contract Sales Rep and Territories: This work was done to invoke the default territory sales rep on core contracts. When the contract default sales rep is set to territory and there is only one sales rep for that territory, then that sales rep will automatically be assigned as the contract sales rep. If there are more than one, then the user will be able to select from a drop down which rep is responsible for this particular contract. Refer to the NetHelp documentation on how to set these territories up.
Exporting Files on Cloud Servers: Due to the technical differences in cloud vs on premise servers, the export process has been enhanced for those on cloud servers. Users will have the option to either open on the server or save locally. Choosing to save locally will further prompt the user with a download box at the top right of the screen. This new functionality was carried forward this sprint to cover exports from browser screens.
Report Selection Criteria: In an effort to simplify the setup of automatic reports a new export option has been added to the crystal report viewer. Immediately to the right of the ‘Export to Crystal’ icon, is a matching icon that when hovered over is labeled ‘Report Selection Criteria’. When selected it will generate a list of criteria used to generate the current report to the screen. This can then be directly input into the selection criteria tab when setting up the automatic report. Teach a man to fish….
Account Payments Funds Remaining: If there was a value in this field longer than 7 digits, the value was being cut off. That has been fixed to display larger payments without this side effect.
Moving Stops in the Dispatch Grid: A new option has been added to move stops in the routing dispatch grid. Users can now right click on a stop and select ‘Move to stop #’. Enter the desired sequence number and the stop will move to that place in the order. Just like with using the up and down arrows, whether or not the ‘No Matches’ box is checked determines whether or not moving stops split matched stops.
POR One Release Notes
These are updates for Elite users utilizing the POR One app.
Add Multiple Images from Gallery: When adding images users can select the Gallery rather than the camera but were limited to loading one image at a time. Now users can add up to 10 images at one time, if desired. This also functions offline and the images will be queued and uploaded when network connectivity is restored.
Closed Contract Check on Tasks: When a user is completing a task for a Contract that has been closed the user will be notified that the task changes will not be updated to the Contract. Contracts that have been closed can not be modified by a task such as Delivery or PIckup condition checks.
Show all Tasks in Global Admin: Global Admin has a task viewer and this has been updated to show all tasks, including tasks that have been completed.
Driver Notification before Delivery: Delivery Drivers using Routes will now receive a push notification 30-minutes before the Route is set to begin. This also works Offline as long as the Driver has logged in and the Route was downloaded. Note that Route downloads happen automatically and if they are shown in One they have been downloaded and saved.
Implement UK English: POR One recently implemented filters for “Depot” and US users will now see this as “Store” with the same functionality. On the settings page, users can choose between the supported languages and US and UK English have now been added. US English is the default language.
Memory Lane Monday
This is a fun corner where we republish release notes from previous sprints you may have forgotten about.
External Transport: Do you utilize an outside transport company to do some or most of your deliveries/pickups? We have added a new transport order process to help manage that from planning in the contract through receiving the invoice in purchase orders. Right clicking on an external transport item gives the user the option to open a new transport screen. Once all the details for the transport have been entered, the push of a button will create the purchase order. This feature requires the Purchase Order module.
Create Subrental From the Contract: Is creating the subrental contract after the reservation cumbersome for you? We have now added an alternative. When overbooking an item, say no when prompted to create a subrental request. Double click on the subrental field and enter the amount you wish to subrent. Now right click on the line item. Voila! You will see a new option to create a subrental right from here.