Release 16.2 is here with exciting updates designed to make your work easier, faster, and more intuitive. You can now view HomeSource products with 360-degree images, giving you and your customers a clearer, more confident buying experience. Smarter pricing by customer type helps ensure the right price is applied automatically, while improved customer tools like clear AR indicators and new permission controls, give you better visibility and protect your data.

We’ve also enhanced key operational tools to help you stay efficient and in control. Updates to inventory, scheduling, and reporting, like faster labeling, improved reports with action buttons, and stronger schedule locking, make it easier to take action and reduce errors. Plus, a cleaner, faster General Ledger experience helps you manage accounts more smoothly every day.

360 Degree Images for HomeSource Products

We’ve introduced an enhanced product image experience that allows you to view up to 360 images for HomeSource products, giving you a complete and detailed look. This feature helps reduce uncertainty, making it easier to select the right item with confidence, almost like seeing it in person.

Pricing Set by Customer Type

Customer Type Pricing allows the store to apply different pricing levels based on the type of customer they are working with, such as residential customers, builders, or designers. This helps the store maintain the correct pricing strategy for each type of buyer. By assigning pricing based on customer type, the system can automatically apply the appropriate price during the quoting and ordering process. This reduces the need for manual discounts and ensures consistent pricing across the sales team.

Accounts Receivable Delineation on Customer Inquiry and Ordering

We’ve enhanced the customer grid to make managing Accounts Receivable (AR) customers faster and more intuitive. Customers with AR status are now clearly highlighted, allowing your team to quickly identify and take action at a glance. This visual indicator is also available when creating an order, ensuring you have the right context wherever you’re working. The result is improved visibility, better decision-making, and more efficient handling of AR accounts.

Permission to Delete Existing Customers

We’ve added a new permission that gives you greater control over who can delete customers from your system. Previously, any user with Customer Inquiry access could remove customer records, increasing the risk of accidental or unauthorized deletions. With this update, you can limit deletion access to designated team members, helping safeguard customer data, maintain accurate records, and improve overall security and accountability.

Builder Source Added to Order Job Information

We’ve added the ability to select a builder source when entering job information, giving you more flexibility when managing builder projects. This enhancement ties directly to printing, allowing you to generate documents with a “With Builder Source as Bill To” option. By clearly displaying the builder on order paperwork, this feature helps ensure accurate billing, improves record keeping, and makes it easier to provide the correct documentation for builder-related transactions.

Customer Filter for Service Performance and Service Ranking Reports

We’ve added a new Customer filter to the Service Performance and Service Ranking reports, making it easier to focus on the data that matters most. You can now quickly narrow results to a specific customer, allowing your team to review service history, identify trends, and address issues more efficiently.

2x2 Inch Labels Available for Serial Inventory

You can now print 2x2 inch labels directly when scanning serial inventory, making it faster and easier to label items in real time.

Reservation Report Enhancements and Action Buttons Addition

We’ve upgraded the Reservation Report grid to help your team manage orders more efficiently. New row-level action buttons—Re-allocate, Unallocate, and Snooze—let users take action instantly, while a new permission ensures only authorized team members can make allocation changes. You can also bulk edit multiple records and use filters to quickly locate the orders you need.

Improved Implementation of the Lock Schedule Option

Locking the delivery date now locks down everything. Reassigning truck and delivery dates are locked. The days the truck is available are also restricted. Within the order itself, you’ll see lock icons on the Delivery/Pickup column. Any attempt to change the delivery date, quantity or delivery type are restricted.

Locking also works on the service scheduler. Locking all fields that have to do with the technician. Same for the actual service request.

Shortage Report

We’ve enhanced the Shortage Report to give your team greater flexibility and visibility when managing inventory and orders. You can now group data by Truck or by Sales Location. When using Sales Location, selecting an Origin Location ensures inventory is assessed accurately. The detail grid now includes helpful action buttons, including an Info button that explains color-coded statuses and a Split Qty option for quickly adjusting quantities. Additional customer details and totals are also displayed, giving your team clearer insight and making it easier to make informed decisions.

We’ve improved the GL Accounts page with a cleaner, more streamlined interface and faster load times. The updated layout reduces clutter, making it easier to navigate and manage your accounts efficiently, while the performance enhancements help you work more quickly and smoothly.