🚚 New: Add Fulfillment Services to Delivered Orders

What’s New?

Previously, users cannot add fulfillment options (e.g., installation) to delivered orders unless they refund a previous fulfillment charge. Now you can add new fulfillment options to already delivered orders — without undoing or refunding anything that’s already been done. 🎉

💡 Here’s How It Works:

On the Order Page:

• You can now view and add fulfillment options (including installation) for any delivered order.
• No need to remove or refund previous fulfillment fees. The new one gets added as an extra charge.
• If you add installation, you’ll also see a friendly reminder to schedule a Home Visit if needed.

On the Reports Page:

• Fulfillment Report now tracks all added fulfillment services post-delivery.
• Orders Report reflects the extra service and charge — keeping everyone aligned.

📸 Where You’ll See It

• Add install button on a delivered order (pic.1).
• Pop-up modal when adding installation (pic.2).

🧠 Why It Matters

This update gives customers more control over their orders, even after delivery — letting them request additional services with ease. It also ensures you don’t miss out on potential post-delivery upsells.

🚀 New: Full Control Over Auto-Scheduling Settings

What’s New?

Take control of how auto-scheduling behaves across all orders. With new settings for defaults, locks, and notification timing, your team can now tailor the delivery experience to match your operations perfectly.

💡 How It Works

1. Set Default Auto-Scheduling Behavior

• Choose whether auto-scheduling is enabled or disabled by default for all new orders.

Configure this in Delivery & Install Automation or Delivery Schedule Settings

2. Lock Default Behavior Across All Orders

• Enforce a consistent scheduling experience by locking the default setting, so it's applied to every order automatically.

3. Control Notification Timing

Decide when customers are prompted to schedule:

• 🟢 Notify when any items are ready or in stock
• 🔵 Notify when all items are ready or in stock
• The system now clearly shows which rule is currently active.

4. New Scheduling Notification Template

• A new “Scheduling Link” template is now available in Email and SMS notifications, helping guide customers to schedule at the right time.

📍 Where You’ll See It

• Delivery & Install Automation Setting – Set and lock the default auto-scheduling behavior (pic.3).
• Delivery Schedule Setting – Set and lock the default auto-scheduling behavior (pic.4).
• Customer Notifications – Customize the new Scheduling Link template (pic.5 & pic.6).

🧠 Why It Matters

These updates give your team more control, prevent miscommunication, and ensure a smoother delivery scheduling experience — whether for partial or complete orders.

🔄 Returns Report Gets Smarter: Filter by Salesperson!

✨ What’s New?

Previously, users couldn’t filter returns by salesperson or see who handled them. Now you can filter the Returns Report by salesperson and view their name directly in the table — no more guesswork. 🎉

✅ Filter by Salesperson

Quickly narrow down return data by selecting sales reps from a new dropdown in the filter bar. Perfect for performance reviews or spotting trends!

✅ New “Salesperson” Column

A new column has been added to the table showing who handled the order. No more guessing!

💡 Why This Matters

Easier filtering = faster analysis. Whether you're reviewing return patterns, refund trends, or team performance, this update helps you make decisions faster.

🛠 How It Works

You can now filter the Returns Report by salesperson to see only the returns they handled—this works with other filters, shows the salesperson’s name in the table, and includes it in exports if enabled.

🚀 MAP Compliance Just Got a Whole Lot Smarter

✨ What’s New?

We’ve expanded our MAP Compliance logic to be smarter and more inclusive! Before, only major brands like GE, LG, and Whirlpool got the VIP compliance treatment. Now, any brand with MAP or PMAP data will automatically be covered — no special club membership required.

💡 Why It Matters

If you're working with brands that provide MAP/PMAP pricing (but weren’t on the old "major brands" list), your pricing is now just as protected. This helps you:

• Stay in line with brand agreements
• Avoid unintentional violations
• Ensure consistent pricing across all brands

🔍 What Changed

• ✅ Compliance logic now auto-applies to all brands with valid MAP or PMAP data.
• 🖼️ No changes to the UI – the same tooltips and indicators you’re used to will continue working as expected.

📍 Where You’ll See It

Settings → Product Pricing → Edit