Install Report Upgrade

The “Installs Report” has been redesigned and renamed to “Fulfillment Report” for better clarity and usability.

New columns added:

• Fulfillment Type

Displays the type of fulfillment, which can be one of the following: Local Delivery & Install, Local Delivery Only, Haul Away.

• Delivery Type/Install Name

Displays delivery options that has been registered by the user.

• Haul Away QTY

Shows the quantity of items for haul-away service.

• Delivery Price*
• Delivery Zone Price
• Haul Away Price
• Trip Charge Price
• Fulfillment Total

For each row in the report, the specific service sold (Install, Delivery, Haul Away) will be listed. If a particular column is not applicable, the data will be displayed as “-”. We have added filters (Fulfillment Type, Delivery Type/Install Name, and Source) to allow users to view the report based on the available options inside the filters.

Note:

*New tiles also have been added to the Delivery Price page, consist of:

• Total Fulfillment Price
• Total Install Price
• Total Delivery Price
• Total Delivery Zone Price
• Total Haul Away Price
• Trip Charge Price

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Pickup Location Settings - Per Location

We have added a toggle to allow users to set the pick-up location and method which will affect the display stock levels on the website.

When the toggle is enabled:

• The pick-up location options can be selected by users, the option is displayed on the website.
• It will automatically create pick-up methods on delivery settings.

Note: Previously, the pick-up method was not linked to any location.

When the toggle is disabled:

• The pick-up locations cannot be selected, the pick-up button is inactive.
• The pick-up method will be hidden on delivery settings.

Restocking Fee Rules Update

We have improved the control of restocking fees based on two options: All Returns & Delivered Only.

Protection Plan Report: Average Attachment Rate

We have added a title at the top of the Protection Plan Report to display the “Avg. Protection Plan Attachment Rate.”

Filtering

• Location-based filtering:
• When filtering the report by location, the title will update to show the average attachment rate specific to that location.
• Salesperson-based filtering:
• When filtering by salesperson, the title will adjust to reflect the average attachment rate for that particular salesperson.

Reschedules Feature

Reschedules Management Tool

We have added the new “Reschedules” feature which is designed to streamline the handling of rescheduled orders on Management Tools. There are two tabs in the Reschedule:

1. “Open Reschedules”: Live data for tracking active reschedules from the driver app.
2. “Inventory Affected”: An active inventory detail which allows users to remove the current unit from the order and simultaneously assign a new unit.
3. The rescheduled unit is then moved to the returns management page, and the order status is reset to “Reserved”. If auto-scheduling is enabled, a notification link is sent out due to the status reset.

Note:

The permissions for this feature are only available for: Super Admin, Buyer, delivery manager, office employee, Warehouse/Delivery team, Store Manager.

Orders: Reschedule status/icon

We want to introduce a new status specifically for rescheduled orders with a unique icon. The new icon will be displayed for items that are in an “active” reschedule status. The reschedule icon will trigger a pop-up with controls identical to those for reserved/open status, allowing users to reschedule the delivery.

Note: If the rescheduled items’ processes are done, the icons will not be shown.

My Orders/Orders: Reschedule Tab

We have added a new tab for tracking reschedules in both the “My Orders” and “Orders Report” sections. This new tab is positioned after the “Pending” tab on both pages. The tab will utilize the same layout as the “Open Reschedules” tab from the Reschedules Management Tool, excluding the inventory-related section.

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