Enhancements for ServiceShop

Build 90018

• CashOut Preview

  • Corrected Cashout Preview to work properly by Location including Mobile Repair.

• Purchase Order –

  • Corrected Purchase Order to accommodate a 6 digit Service Order when linking parts.

• Credit Invoices –

  • Adjusting Parts Sales History to reflect credit sales properly.

• Physical Inventory –

  • Allow system to Print Inventory Sheets by all groups at once or by a single group.

Build 90017

• Change Total Sales by Source Report

  • Correct Customer Quantity number to reflect customers in during the date range of the report.

• Inventory Sheet by Group Printout –

  • Change to only print parts with 'OH Qty” or "Stk Lvl" greater than "0"

• Adjust Inventory from Sheets –

  • Change to only show parts with 'OH Qty” or "Stk Lvl" greater than "0"

Build 90016

• Change in Physical Inventory Procedure

  • Taking Physical Inventory now requires parts to be in stock or stocking level greater than “0”. This eliminates “Obsolete” as a requirement for taking inventory.

  • Added “Confirming Stocking Parts” to Take Physical Inventory menu.

  • Add the ability to take inventory by a single Bin or a range of parts bins.

  • Add the ability to sort all parts sheets by Inventory Group first

  • In “Taking Physical Inventory” enable Multi-Location Inventory

  • When in “4. Adjust Inventory from Sheets” added the ability to go directly to any Item # on the inventory list so you can record inventory sheets in any order.

  • Taking Inventory follows Special Sort rule from Parts Group Configuration when selecting order by Part#

• Inventory Pad Report –

  • Add “Location” as a lookup criteria.

  • Inventory Pad follows Special sort per Parts Group configuration

  • Change lookup criteria from – “Include Parts With No Location” to “Include Parts With No Bin Number”

• Introduce Minimum Profit Goal

  • Introduce the automatic calculation of MPG/h

  • Automate the calculation of Minimum Profit Goal (MPG/h) – on a Divisional Level

• Changed Estimated Job $

  • When importing a template to an SO or Estimate the Estimate Job $ will be populated with either the full amount of the configured job or the amount in the Template Estimate Job $ field, whichever is more.

• Technician Commission Report and the Technician Commission Summary Report

  • Implement new formulas for Productivity and Proficiency in the Technician Statistics area.

  • Tech commission summary report. Resolve pagination issue. Each tech now starts at the top of each page.

  • Tech commission report - Rearranged the calculation to handle multiple technicians on the same job line on the same ticket. Tech Labor and Parts sales "paragraph calculates the tech's contribution to the job sale figures based on credit time ratio to the rest of the techs on the same job line.

• Labor Category Report –

  • Format report to add additional room for 1000.00 hours, increased from 999.99 hours

• Sales by Source Report

  • Change reporting date range on Customer Sources from SO Create Date to SI Paid Date.

  • Correct Customer Source Quantity number to reflect customers in during the date range of the report.

• Recommended Repair Report

  • Rework individual Recommended Repair Report to include Fleet # and License # on report.

• Customer Search field

  • Add lookup of all phone for each customer in Customer Desktop – Customer tab – Search by – Add “Phone (All)”

• Service Status

  • Added “Print Service Status” F9 or Menu Choice File>Print Status

  • Added Color Coded Service Status line

    • Not Started	Red
      On Hold	Yellow
      In Progress	Teal
      Parts Only	Gray
      Invoiced	Green

• Note:-Obsolete parts - Now only used to "obsolete parts" that are either "obsolete" or have -Supersessions or Cross-references. (A bunch of cross-referenced parts with all except the most recent one set to obsolete is a supersession!

Build 90015

·          Added Totals to Inventory on Open Invoices report.

·          Average Labor Cost made available in View Totals.

·          Low Gross Profit Warning made available in View Totals.

·          Fixed Service Reminder Printer issue with Vista.

·          Removed extra dialog box when Accepting Payment.

·          Bin Location has been renamed to Bin Number.

·          Fixed error when Advisor account is Locked when viewing Properties of Appointments, Credits, Service Orders.

·          All new Estimate Totals Box (SE_Calc.htm) for Flat Rate Tech (Can be downloaded)

·          All new Estimate Totals Box (SE_Calc.htm) for Hourly Tech (Can be downloaded)

·          All new Estimate Totals Box (SE_Calc.htm) for both Flat Rate and Hourly Tech (Can be downloaded).

·          All new Service Order Totals Box (SO_Calc.htm). (Can be downloaded)

Build 90014

·         Configuration - System Settings - System Defaults - Added Companywide Finance Percentage Rate

·         Configuration - System Settings - System Defaults - Added Companywide Grace Period default term.

·         Service Template - Edit Part - Added a Checkmark in 'Fixed Price' for all existing non-standard parts prices.

Build 90013

·         Customer Desktop – Account – File – Apply Finance Charges - Added Finance Charges - Apply finance charges to a customer's account balance. Can also be applies by clicking the % icon.

·         Report – Technicians - Technician Commission Summary - Export - Removed diagnostic info from Tech name.

·         Report – Technicians - Technician Commission Summary report - Runs for all technicians punched in during the time period, whether marked ‘Currently Employed’ or not. List of technicians is created at the time ‘Run Report’ or ‘Export’ is selected after the data range has been set.

·         Service Orders, Estimates, Counter Parts Invoice and Appointments – Remove Service Writers from list when they have left employment. In System Configuration – System Settings – Application Users – Advisors Account must be Updated to “Locked Account”

·         Reporting - Mailing & Marketing – Recommended Repairs report - Send To: Comma Delimited File – “Last SO” and “Last Service Date” display correctly. The information displayed is the last time the specific vehicle was in.

·         Changed vehicle average mileage calculation to include "today's invoice" mileage.

·         Reporting - Mailing & Marketing –CustomerLink export - Changed to report on the mileage recorded on the invoice instead of the vehicle last known mileage

·         Reporting – Inventory - Inventory Value report - Added Location Selection

·         Reporting – Inventory - Inventory on Open Invoices - Added Division Selection

·         Reporting – Inventory - Inventory on Open Invoices - Added ‘Sort By Division and Service Order #’ or ‘Sort By Service Order #’

·         Inventory Management – Tools - Take Physical Inventory - Added “GoTo Item#” in Adjust Inventory from Sheets

·         Inventory Management – Tools - Take Physical Inventory - Create Location selection for Multi-Location enabled systems

Build 90012

·         Counter Parts Invoice - Import – Template Parts – Excluded Parts List – Added Invoice Number and Customer Name

·         Counter Parts Invoice - Import – Estimate Parts – Excluded Parts List – Added Invoice Number and Customer Name

·         Service Order - Import – Service Template – Excluded Parts List – Added Invoice Number and Customer Name

·         Service Order - Import – Estimate Lines – Excluded Parts List – Added Invoice Number and Customer Name

·         Cash Register – End Of Day -Sales Report - Properly report GP/Act Hr.

·         Cash Register – End Of Day -Sales Report - Properly report Profit %.

·         Reporting - Mailing & Marketing - Service Due report - Send To: Comma Delimited File – “Last SO” and “Last Service Date” display correctly

·         Service Orders, Estimates and Counter Parts Invoice – Tools – Apply Discount - Changed Discount language to "Discount - Before Taxes" from "Discount"

·         Service Orders, Estimates and Counter Parts Invoice – Tools – Apply Discount - Changed Discount language to "Pre-Tax Invoice Total" from "Invoice Total"

·         Change Vehicle on a Customer - Select Vehicle - Create the ability to sort columns by selecting column header.

·         Enable Service Reminder Printer without decal settings file

Build 90011

·         Counter Parts Invoice - Import – Template Parts – Add a feature that creates a Purchase Order automatically when Quantity is insufficient on hand

Build 90010

·         Add a new Icon on the Service Order - “Service Due for Vehicle”

·         Counter Parts Invoice - Import – Template Parts – Added Importing Parts from Templates into a Counter Parts Invoice

·         Counter Parts Invoice - Import – Estimate Parts – Added Importing Parts from Estimates into a Counter Parts Invoice

·         Counter Parts Invoice - Import - Template Parts - Added the ability to import service template part onto a Counter Parts Slip, used in the creation and sales of parts kits.

·         Enable Service Reminder Printer

·         Service Estimates - Add the ability to Quote parts prices for Counter Parts Invoices.

Build 90009

·         Reporting - Mailing & Marketing - Service Due Report - Added Fleet# to the list of fields exported

·         Added "Service Due by Customer" Template to Download section of Website. Report allows you to produce a list of all Service Dues for a customer for all of their vehicles during a date range.

Build 90008

·         Reporting – Sales – Sales by Customer - by Division, it now tracks Parts Counter Invoices as well.

Build 90007

·         Reporting – Sales – Sales by Customer report -  Added separation by Division

Build 90006

·         Report – Technicians - Technician Commission Summary report - Created MIA time calculation, Time not recorded by Time Clock

·         Report – Technicians - Technician Commission Summary report – Created

·         Report – Technicians - Technician Commission Summary report - Added "Export" to Microsoft Excel.

Build 90005

·         Report – Technicians - Technician Commission Report – Created

·         Report – Technicians - Technician Commission Report - Added "Export" to Microsoft Excel.

Build 90004

·         System Configuration – System Settings – Tax Setting - Added “Always” Tax Parts

·         Added “Fixed Price” in Template – Edit Parts

·         Reporting – Sales – Sales by Labor Category report - Added “Run to Excel”

·         Reporting – Sales – Sales by Labor Category report - Added “Job Count” to spreadsheet

·         Reporting – Sales – Sales by Labor Category report - Added “Supplies” to spreadsheet

·         Service Estimate – Estimate Properties - Add “Print All Parts”

·         Counter Parts Invoice – Invoice Properties - Add “Print All Parts”

·         Reporting – Customers - Unpaid Invoices -  Now reports Totals

·         Enable “Auto Updating” of the Client. Before Updating ServiceShop Server close all Clients. Client will now automatically update before reopening.

·         Service Template – Selling price of a part can now be $0.00 and imported as $0.00 to Service Orders, Estimates and Counter Parts Invoices, used in the creation of parts kits

·         Changed “Print Warranty Parts” to “Print All Parts” including parts priced at $0.00

Build 90003

·         Canadian Compliancy - Added Ability to display each tax charged separately on Estimates and Counter Parts Tickets.

Build 90002

·         Added check and warning when attempting to merge a vehicle with itself.

·         Reporting – Sales – Sales by Customer report - Added “Run to Excel”  AKA ‘Christmas Card List’

·         Canadian Compliancy - Added ability to display each tax charged separately on Service Orders

Build 90001

·         Allow “Undo Line” (Fix) when using multiple cash registers and a cashout exists in a different register.

Build 90000

·         Change the Progress Database from RDBMS v9.1d to RDBMS v9.1e

·         Introduce ServiceShop

·         Customer Desktop – Advanced - Increase Credit Limit to $999,999.99

·         Create Tax tables and Fields

·         Replicate “In Mileage” to “Out Mileage” in “Update Mileage” field.

·         Move “Delete” Icon to between “Save” and “Cancel” Icons in Service Invoice.

·         Move “Delete” Icon to between “Save” and “Cancel” Icons in Estimates.

·         Move “Delete” Icon to between “Save” and “Cancel” Icons in Counter Parts Invoice.

·         Move “Delete” Icon to between “Save” and “Cancel” Icons in Credit Invoice.

·         Move “Delete” Icon to between “Save” and “Cancel” Icons in Vehicles.

·         Move “Delete” Icon to between “Save” and “Cancel” Icons in Service Template

·         Enable Service Reminder Printer

·         Service Order – Service Order Properties - Add “Print Warranty Parts”

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