Release 2024.7
Product Configurator
Product notes added to configuration summary
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You can now attach product notes directly to the configuration summary screen. This new feature uses a rule action to add relevant notes based on the choices you make during the configuration process. Each note can be up to 200 characters long. Once you've completed your product configuration, all the triggered notes will be combined and displayed together on the summary screen.
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For example, if you select a component that needs special handling or has unique features, the rule action will automatically add an informative note about it to your summary. This makes it easier to keep track of important details and ensures you have all the information you need at a glance.
Documentation links added to configuration summary
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The configurator now lets you attach documentation to the configuration summary screen. This improvement uses a new rule action to add documents to a configured product based on the selections made during the configuration process. Once a user completes a product configuration, documents appear as thumbnail icons on the summary screen. This feature allows administrators to include user manuals and other relevant documentation specific to the selected components.
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.
Product Registration
Registered owner search across dealers
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When registering equipment in the warranty module, dealers can now only see owners directly linked to their user accounts when searching for previously registered owners. This setting prevents dealers from viewing owners associated with other dealers. The configuration setting determines whether all registered owners are visible in the search or only those linked to the dealer performing the search.
Warranty
Expansion of warranty claim download size
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Previously, the Excel export of warranty claims was limited to 100 rows of data per download. This limit has now been increased to 3000 rows per download. When you start the download, an in-progress message will appear, and the download link will be frozen to prevent additional requests.
RMA
RMA and Warranty invoice search result messaging
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The invoice search functionality for warranty claims and RMA requests has been updated. Now, if you enter an exact invoice number, order number, or purchase order number, the search will ignore any timeframe settings. However, when you search by product number, the search results will still consider invoice dates. Additionally, the search tool now includes a message to inform users when time ranges have been applied to their search.
Display of type column
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The RMA Inquiry page features a "Type" column only for implementations that support multiple return types, such as surplus returns, in addition to standard returns. This change was made to save display space on the page for implementations that support only one type of product return.
eCommerce
Facet module product search functionality improvements
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The facets module on the administrator site has been improved for better search functionality and more extensive results. The search box now searches across all columns and works with the Enter key. Administrators can view up to 500 results per page when listing all parts associated with a facet, with pagination available to access the full list. The download feature now generates an Excel file that matches the results shown per page, up to 500. Additionally, a progress message and a disabled download link are displayed during export to prevent multiple download requests at once.
Cart-to-checkout notes at the product level
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We've added a new feature that allows you to add item notes to products in the cart. These notes can collect specific supplementary information from the purchaser during the checkout process and can be configured at the division level. Notes are entered in a free text field that accepts alphanumeric and special characters. To integrate these user entries into your ERP system, you may need to add a new field with a specified number and character length. In the purchase history, any products with notes will display a sticky note icon before the part description, showing the content of the note when hovered over.
Consistent sequence of parts listed on orders
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Products listed on orders in the purchase history now follow the same sequence as products listed in other formats (Excel, PDF) and invoices. After the page loads, users can sort products by any sortable column. This change enhances clarity and makes tracking items in transactions easier.
Fields added to quote history details
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Several new fields have been added to the quote details section of the purchase history. The "Created by" field shows the name of the user who created the quote, while the "Created date" field displays the date the quote was created. The "Email" field lists the email address of the user, and the "Phone" field provides their phone number. These fields are now available for all quotes in the system.
Columns added to purchase history Excel download
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The purchase history Excel downloads now include two new columns: "Created by" and "Email." These columns show the name and email address of the user who created each quote or order.
Enhanced error messaging for ineligible products in automatic reorders
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When setting up automatic reorders, users cannot select whole goods or parts that are not eligible for automatic subscription. If a user tries to include an ineligible item in an automatic order, a new and improved error message will clearly notify them that the issue is due to the inclusion of an ineligible product.
Display of the discount column within purchase history
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A new setting controls the visibility of the discount column in purchase history. When this setting is turned off, the discount column is hidden in all orders, invoices, and any other instances, including Excel and PDF exports. This setting applies at the division level. When the setting is turned on, the discount column is visible, even if it is empty or there is no discount for a particular order or invoice.
Country field placement for ship-to and bill-to in guest checkout
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The fields for guest order ship-to and bill-to addresses have been reordered for clarity. They now follow the sequence: Country, City, State, and Zip. The Country field is placed first because it determines the format of the subsequent address fields (such as "state" and "zip"). This ensures the Country is selected first when a guest user is entering an address.
Interactive Parts Manuals
Supplemental equipment information
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Clicking the information icon on the Bill of Materials page opens a window that provides extra details about the equipment and additional identifiers for its components. To include more information, a scrollbar has been added to this window, and images have been removed.
Color coding for retrofit parts
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Retrofit parts on the Bill of Materials page are now displayed in purple instead of red to avoid confusion with search results, which are shown in red.