5/21/2025 v2025.07

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.

Consumer Portal—Pay Multiple Contracts in a Single Transaction: From the Contract List page, a Pay Multiple Contracts button is now available. This allows users to pay multiple contracts and/or credits in a single transaction. Contracts are automatically filtered to show only closed transactions. Up to 50 can be selected to pay at one time, and credits can never exceed their value, so that consumers cannot try to refund themselves. For more information, please see our article, eCommerce | Consumer Portal Overview to learn more.

ACH for Consumer Portal: ACH for consumer portal is now available through Stripe for users that are also integrated with POR pay credit card processing.  This feature allows consumers the choice of paying contracts on the portal with their bank routing information instead of a credit card. If you are interested, please reach out to sales to get the ball rolling. To learn more about Stripe and it's setup, see our articleConfiguring Stripe Payments in Elite (US ONLY).

Default MID Configuration for Consumer Portal: Admins can now configure a default payment MID (Merchant ID) in the Admin Panel. This is used when specific store MIDs are not set. Consumer Portal payments will now attempt to use the default MID if a store MID is unavailable. If no valid MID is found, the payment option will be hidden.

uLearn Improvements: uLearn is now faster and smarter than ever. Our new search engine delivers quicker, more accurate results, and our AI chatbot provides instant answers anytime you need them. Find the help you need — easier, faster, and on your terms. Click here to check out the new uLearn!

Adding a Friendly AI Chat Buddy!: Need a quick answer but don't want to pick up the phone? We've added a new AI Support Chat option right in your menu! Think of it as your always-available, super-smart assistant ready to tackle simple questions instantly, making your life just a little bit easier (and maybe even more fun).

Take Control of Route Completion (TSO Integration): For those of you using our TSO integration, we heard you! If you prefer your drivers to confirm route completion via POR One rather than having the system automatically mark a route as finished when they leave a geofence, you can now disable that automatic behavior. This new option gives you more control and helps avoid any potential conflicts between your TSO tracking and your POR One workflow, ensuring your routes are marked complete exactly when you need them to be.

See Sales Items in Day at a Glance!: Good news for our customers who frequently handle sales-only contracts! Previously, if you clicked "Show Items" for these types of contracts in the "Day at a Glance" view (especially under the "Unpaid" tab), the details wouldn't show up correctly, or sometimes the contract would disappear entirely. We've fixed this little disappearing act, so now you can easily view the specific sales items included in those contracts right where you need them, giving you a clearer picture of your day's activity.

Inventory Management Grid in Storefront for Multi-Depot locations: Multi-store storefront users can now control product visibility across child stores using a new centralized grid. This is useful for companies that do not rent their entire inventory at all of their locations.  They can now control what inventory a consumer sees on their website based on the store they view.  Grid settings are saved per user, and the feature supports Essentials storefronts.  Storefront for Elite is currently in beta, but stay tuned for when it becomes generally available.

Memory Lane Monday

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

V2024.07

Terms Days:  A new field has been added to the customer record.  It is located on the pricing tab under the ‘Terms’ section and is labeled ‘days’.  The value in this field is used to calculate an ‘Invoice Due’ date on a printed closed or completed contract for account customers.  For example, if a contract closes on 7/31/2024 and ‘30’ is set in this field, the ‘Invoice Due’ date that will print on the contract would be 8/30/2024.  It will replace what is currently labeled ‘Aging Date’.  For cash customers, all invoices will always be due upon receipt, and the aging date will be listed as it always has been.

Adjust External Transport Order from Purchase Order: In the past, when the cost of transport had to be adjusted, you would have to modify the contract and open the transport order screen from there to change it.  Now, the cost can be modified either from the transport order screen accessible through the purchase order or on the purchase order line item itself.  No changes are retained until the user saves the modification on the purchase order. For more information, see the article External Transport Order.