Platform feature update completed on October 3rd, 2024
October 3, 2024
Settings
Platform
Credit Line Payment Updates
We have revised the Sales Tax Report and Income Statement handling for credit line repayments to improve reporting accuracy and streamline data presentation.
Changes:
Removed "Show Only Credit Lines Paid in Full" Toggle: Orders now display based on partial or full repayments.
New Credit Line Logic: Each repayment to a credit line is tracked as a separate entry, ensuring accurate reflection in financial reports.
Payment Date Logic:
For normal orders, the payment date matches the order date.
For credit line orders, each repayment date is listed separately.
Improved Reporting for Add-Ons:
Non-Credit Line Orders: Add-ons appear as separate entries.
Credit Line Orders with Non-Credit Payment Methods: Additional rows are created to accurately categorize each service or add-on.
Standardized Tab Text for Cash & Accrual Sales
To improve clarity, we have standardized the terminology used for Cash Basis and Accrual Basis tabs across the platform.
Updates:
Written Sales (Cash): Sales recognized upon payment.
Delivered Sales (Accrual): Sales recognized upon delivery, regardless of payment timing.
Account Receivables Report Update
We have streamlined the Account Receivables Report, combining multiple data points for a clearer view of pending balances.
Key Updates:
Merged Internal Credit Line reports into Account Receivables.
Added a "Balance Type" filter with options to view:some text
All balances (Accounts Receivables + Internal Credit Lines)
Only traditional Accounts Receivables
Only Internal Credit Lines
Payment Breakdown Report: Instant Rebates
We have added a new filter for instant rebates in the Payment Breakdown Report, making it easier to analyze discounts applied to quotes.
New Features:
Instant Rebate Filter: A new option has been added to filter payments that involve instant rebates.
Rebate Amount Display: The Amount column now shows rebate values for better financial tracking.
Protection Plan Settings: Non-New Products
We have enhanced the flexibility of the Protection Plan settings, allowing businesses to offer plans based on product condition.
New Features:
Condition Field: A multi-select field that defaults to "New." Users can specify additional conditions such as "Used" or "Open-Box."
Condition-Based Plans: Protection plans now display only for products matching the selected conditions.
New User Role: Website Administrator
We have introduced a new user role—Website Administrator—to enhance e-commerce management without granting access to sensitive operational settings.
Access Permissions:
Can only access E-Commerce and SEO settings.
Restricted from Pricing Zone and Delivery Zone configurations.
Digital Tags Settings: Stats Tile
We have added a new stats tile to the Digital Tags Settings page, providing visibility into untagged models in your inventory.
New Tile: Total Models Without Tags
Displays the number of model numbers without digital tags, helping identify gaps in tagging.
My Quotes: Total Tiles Update
We have added new total tiles at the top of the My Quotes page to provide a quick overview of key financial metrics.
New Total Tiles:
Total Estimated Profit Margin: Displays the cumulative profit margin across all active quotes.
Total Revenue: Shows the potential revenue from all active quotes.
Total Deposits: Reflects the total deposits received.
Total Active Quotes: Displays the total count of active quotes.
