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Release 2024.1

Product Configurator

Enhanced order PDF for configured whole goods

When a user creates a quote or an order of a configured whole good, the PDF attached to the email notification now includes a detailed summary of all options chosen during product configuration. The information is identical to the configuration summary and has also been added to the PDF download in quote and order history. The PDF contains all the information required to place an order manually in ERP for implementations that are not integrated with ERP.

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Warranty

Searching claims by part number

A dedicated field for part number has been added to the search functionality in the warranty module. The user can conduct a search for all warranty claims that include a particular part number; only the claims that contain the full part number will return in the search results. The search field can be employed in conjunction with any of the other available search fields, allowing the user to refine and customize their search criteria.

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Bulk equipment upload to campaign types

When creating campaign types, users can now add equipment serial numbers or model numbers to the campaign via a bulk upload of an excel file. The system performs validation on each serial number or model number and only allows valid entries to be uploaded to the campaign type.

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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RMA

RMA Number added to the detailed view

When a user navigates to the Review RMA Request page for an RMA that has been assigned an RMA number, the assigned number is now prominently displayed on the page so that the user does not have to navigate back to the main page to locate the number. In instances where no RMA number has been assigned, the label is still visible, but without a corresponding value.

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RMA approver's ability to reject line-item parts

An RMA approver can now reject single line-item part on a return request via a dropdown selection. On page load, all parts are marked as "Approved" by default, and an approver can select "Rejected" via a dropdown. When a line item is rejected, the monetary amount of the item is removed from the total amount and is no longer part of the request, but the details of the rejected line item remain visible for future reference. The user retains the ability to approve the overall RMA even after individual line items have been rejected. A rejected line item does not get forwarded to the ERP order.

Administrator deletion of surplus returns

Surplus return setups that have been saved on the admin site can now be deleted. If the surplus return was active when deleted, users can no longer submit new surplus return requests. Any surplus return requests that were made before the deletion remain in progress and can still be processed and approved.

Restriction on credit card orders

Users cannot select an invoice when creating an RMA request if a credit card was used for payment. 

eCommerce

Configurable product display as an upsell or alternate product

When a configured whole good is displayed as an upsell or alternate part, the price is no longer shown and the add to cart icon now directs the user to the Build and Buy page.

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Quick Order division pulldown

On the Quick Order page, the division pulldown now excludes any divisions containing configurable whole goods. A configuration determines whether the division should appear in the dropdown. This modification aims to improve the user experience by ensuring that only divisions containing parts eligible for quick ordering are displayed in the pulldown.

Interactive Parts Manuals

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BOM PDF orientation

This was developed from a Grasshopper request. When downloading an assembly from the BOM to a PDF file, the orientation of the PDF is now tied to a configuration that determines whether the PDF is in portrait or landscape orientation.

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