Release 2024.9
Product Configurator
Configurator image options tooltip
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You can now use images as selection options in the product configurator. When users hover over an image, they'll see a tooltip with extra details. If the image represents a part, the tooltip will show the part number and a brief description, as long as the admin has enabled this feature. If the image isn’t linked to a specific part but is just an option, the tooltip will display a custom text set by the admin.
Part number display in configurator order summary
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When setting up and managing a product configuration, there's a general setting that controls whether part numbers are shown as options. Now, this setting also decides if those part numbers appear on the order summary page after the product is built. This update keeps the information visible and consistent for users during the entire build-and-buy process.
Product Registration
Date fields in warranty registration are blank by default
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When you open the warranty registration form, the retail date and in-service date fields will now be blank, so they'll need to be filled in manually. This change helps prevent mistakes that used to happen when these dates were automatically filled in.
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.
Warranty
Standard numbering format for submissions
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We’re introducing a new numbering system for warranty registrations, warranty claims, and RMA requests. From now on, they’ll follow a standard 11-character format, with numbers assigned in the order we receive them. This change only affects new submissions—anything you’ve already sent in will stay as is.
Claim approver media attachments
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Approvers can now easily add media files directly in the approval section of the warranty claim form, just above the comments box. This works much like how dealers can attach files to claims in the warranty module. A handy tooltip appears when you hover, offering guidance on which file types are accepted and any limits. Any files added by the approver will be included in the email notifications sent to the dealer and will show up as downloadable icons on the warranty claim page. Approvers can attach files to any warranty claim they have access to edit, even after it's been completed and approved, to add any helpful documentation.
Improved bulletin board search functionality
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We've made improvements to the search tool on the warranty module's bulletin board page to make it easier and clearer to use. Now, when you open the search tool, you'll see two sections: 'Search by Identifier' and 'Search by Date Range.'
In the 'Search by Identifier' section, you can search using a full serial number or model number, and the search results won't consider any dates. In the 'Search by Date Range' section, the results will always reflect the dates you choose in the calendar.
If you use a field from the 'Search by Identifier' section, date ranges will be ignored, even if you also use a 'Search by Date Range' field. We've also added messages to let you know which fields and values were used in your search.
RMA
Surplus return approver media attachments
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We've made it easier for approvers to add media files directly to the approval section of surplus return requests, right above the comments box. This works just like attaching files to warranty claims, with a helpful tooltip that shows accepted file types and limits when you hover over it. Any files you add are automatically included in the email notifications sent to the submitter and will appear as downloadable icons on the surplus return detail page. Users can add files to any request you have permission to edit, regardless of its status. Even after a request is completed, users can still attach files, like shipping labels, to provide useful documentation.
Status column relocation
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The request status column on the RMA Inquiry page has been moved to the right side of the table displayed on the main page. This new location aligns with the status column position on the warranty homepage.
eCommerce
Additional invoice details
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We've made some updates to the purchase order history to make it easier to use. Now, you’ll see the customer number right before the customer name, plus we've added the invoice date, due date, and a handy status badge. We’ve also moved the total row to the bottom of the summary so it’s more clear.
Quick order functionality improvement
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On the Quick Order page, we've made it easier to add new lines. Now, when users finish entering a quantity, a new blank line will automatically pop up—no need to press enter or any other key. This makes adding more items faster and simpler. We've also added a little message to let you know about this feature. Just type in a part number on the new line, and it’ll be added the order. Users can keep adding items the same way, one after the other.