This release brings a wide range of enhancements to help dealers simplify daily operations and stay on top of their business. Explore new tools for managing quotes and orders, clearer payment and reconciliation information, improved inventory and purchasing controls, and expanded reporting capabilities. You’ll also find updates that make it easier to manage products online and keep everyone involved in an order informed.

The Duplicate Quote feature makes it easy to reuse an existing sale by creating multiple copies of a quote. Each duplicate retains key information such as the customer, job, shipping details, terms, tax, referrals, sale tags, and all line items. Payments, delivery scheduling, allocations, and audit information are not carried over. Up to 50 copies can be created at once.

Salespeople and watchers can now receive the same delivery recap notification that is sent to the customer. This keeps the sales team informed about delivery details and ensures they have the same information the customer receives.

The Lightning Add view now includes a Price Levels tab, giving you greater visibility into a product’s pricing information without leaving the screen. The new tab displays the product’s relevant price levels and corresponding values in an easy-to-read grid, alongside the existing Product Info tab.

Order watchers can now receive the same notifications as the salesperson, keeping them informed of important updates and changes to the order. Notifications are sent for events such as reallocations, unallocations, purchase order request approvals or rejections, inventory receipt, and delivery completion. This provides greater visibility into the order’s status and helps ensure everyone involved stays up to date.

When converting a quote to an order, users can now choose whether to carry over the quote’s sales tags. A new Convert Sale Tags checkbox controls whether the tags are transferred during conversion, helping users retain relevant sales information without having to add the tags manually to the new order.

The Batch Invoice screen now includes an Origin Location filter, allowing billing and AR users to focus on orders associated with specific truck origin or pickup locations. This makes it easier to organize and process invoices based on where orders originate.

Users can now easily identify the Main Salesperson associated with a customer. This information is available in both the Customer Inquiry grid and export, as well as the Find Customer window, providing a convenient reference when viewing or searching for customers.

The Payment report now provides better visibility into ACH payments. The Payment Entry filter includes separate options for credit card and ACH payments sent for payment, and the totals now include both payment types. This provides a more complete view of payments processed through the system.

When an inventory model is marked as obsolete, users can now choose whether to also mark its associated custom product as obsolete. This option appears only when the inventory model is linked to a custom product that is still active, helping keep the inventory model and custom product statuses in sync.

The Serial Inventory export now includes an Invoiced By column, providing additional visibility into who invoiced a sold piece of inventory. This information is available to all users, making it easier to identify the user associated with an invoice.

You can now ignore individual credit card transactions that they are unable to reconcile, allowing you to complete the credit card reconciliation process without resolving every transaction. This provides a way to set aside transactions that cannot be matched or reconciled and continue with the reconciliation session.

The Truck filter in the Shortage Report is now grouped by Origin Location, making it easier to find and select the trucks you need. Users can select an origin location to quickly include all trucks associated with that location, simplifying truck selection and making the report easier to use.

Users can now filter reports to include or exclude customers with AR balances, helping ensure reporting results accurately reflect the data being reviewed. This provides a clearer view of balances owed directly by customers while including or excluding AR customers whose balances may otherwise appear as outstanding.

Bank reconciliation users can now match multiple HomeSource transactions to a single Plaid transaction, as long as the combined amounts match the total of the Plaid transaction. This makes it easier to reconcile situations where multiple invoices or transactions are included in one bank transaction.

The Bank Reconciliation totals row now includes the bank’s Ending Balance for Plaid-linked accounts, giving users better visibility into the bank balance alongside the General Ledger (GL) balances. The Ending Balance automatically updates when the reconciliation date range is changed, making it easier to compare balances and verify that the reconciliation is accurate.

Users can no longer over-allocate order items to purchase order items. The system now helps prevent allocating more inventory than is actually available, reducing the risk of inventory mismanagement and ensuring allocations accurately reflect expected availability.

Changes to an item's Serial Status made from the PO Items grid are now recorded in the Inventory Audit. This provides a clear history of when serial status changes occurred, giving users an audit trail for tracking updates to serial inventory.

The Website Status column now provides dealers with greater visibility into how products will be handled during the overnight e-commerce update. Users can see whether a product is scheduled to be updated, removed, hidden, or is currently out of stock, along with additional information and guidance on what can be changed to keep a product available on the website. The feature also includes export options for product information and price tags, making it easier to manage and troubleshoot e-commerce products.