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Release 2023.3

eCommerce

Shop for part - Ability to restrict Product Catalog

Administrators can now apply classification to entire catalogs of product so that access is restricted to assigned customer groups. In the Category module on the admin site, a Catalog Classification section has been added. Here, a listing of existing customer groups is available in a multi-select pulldown menu. The administrator can limit access of the Catalog to the groups in this section. If no groups are selected, then the catalog will be visible to all users in the division.

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Purchase History - Default date range on page load

To improve the load time/ performance of the Purchase History page, only the previous 30 days of history will be loaded and displayed on page load by default. A pulldown menu will allow the user to switch to a 90-day, 180-day, or custom time frame view. When a user selects 90 days or 180 days, the date range will update to retrieve the orders, quotes and invoices within the time frame. When a custom time frame is selected, the user will be navigated to the existing date picker where a more specific date range can be selected. The time frame that is chosen is retained if the user selects additional filtering and does not reset unless the user navigates away from the Purchase History page. 

Purchase history - excel and pdf exports

Downloaded files from Purchase History now honor any filtering applied and only contain data that represented on screen. Quote data is now also available for download and is included in the Excel and PDF exports. The document sub-type column for Orders and Invoices is now included in the excel export that can be downloaded by users.

Accessibility improvement

 

Adds a discernable name to link text to improve navigation experience for users of assistive technology, such as a screen reader. This change was done to the corporate logos on homepages, the icon used on mobile to open the Account Detail page.

We are very excited to present the new features and enhancements available in our next release.  As a reminder, the Equip360 solution is highly configurable and some features can be turned on or off according to your business needs.  Some features may require a new level of integration. 

 

If you have any questions about any of the features described below, please contact your Customer Success person.

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Interactive parts manual

Alternate part access via the BOM preview

The item preview window on the Bill of Materials page now contains a link and icon to any alternate parts that are mapped to the product. The link and icon are only visible if the product has alternates. The link text is customizable in the Translations module and opens a modal on click that contains a part number, description, and availability. Clicking on the part number navigates the user to the item detail page of the part. The user can also add the alternate part to the cart via an icon included in the modal.

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Warranty

View role only

A new role and permission have been created to provide view-only access to the warranty module. A user with this permission can view a list of warranty claims and the details of a warranty claim, but they cannot initiate new warranty claims or edit any of the warranty claim information. A user with this role also cannot submit an equipment registration or MRR. If a user with this role attempts any of these actions, a message is provided to inform the user of the permission limitation.

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Request amount and approved amount

Monetary amounts in the Additional Expenses section of warranty claims are now divided into two columns: Requested Amount and Approved Amount. The Requested Amount column contains the expenses entered when a warranty claim is filed. The Approved Amount is an editable field that can be changed, if necessary, during the warranty approval process. By default, the Approved Amount will equal the Requested Amount. The Requested Amount is not editable by an approver, and when viewing claim history, any difference between these amounts will be displayed. The approver can effectively deny any expense from a warranty claim by changing the Approved Amount to zero.

Claim for unregistered equipment

Campaigns and Service Bulletins can now be configured via a toggle selection to allow warranty claims against equipment that is unsold or unregistered. When a warranty claim is made against an unsold model or serial number, the Campaign Type pulldown field on the claim page will be auto populated, and the user can select from a list of available Campaign Numbers. The warranty claim can be submitted and approved through the existing process.

Service date

The Service Date field has been added to the equipment registration form page so that there is now a distinction between the Retail (Purchase) Date of an Equipment and the date that it is delivered and installed. The field is required and auto populated on page load with the same date as the Retail Date and can be edited to capture any date after the Retail Date. This Service Date will be considered the start of the warranty period and will be included in the documentation that is attached to the email notification after equipment registration.

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