Work Order Attachments

• Work Order Attachments grid upgraded with:
  • Filtering
  • Sorting
  • Column searching
  • Paging
• New Customer Visible column added
• Attachment row menu now includes:
  • Show to the Customer
  • Hide from the Customer
  • Delete
• “Include this attachment for the customer” renamed to Customer Visible on the Mobile App
• New Document option renamed to clarify that Customer Visible attachments are included in emails and available through the Customer Portal

Customer Receipts & Credit Notes

• Credit Note receipts now use clearer terminology:
  • Total Amount Received → Total Amount Returned
  • Amount Received → Amount Returned
• Receipt headings now automatically use Payment/Payments depending on the number of payments
• Receipt sections are automatically hidden when they aren't applicable:
  • Payment Details
  • Change
  • Total Amount Received
• FIXED: Credit Note receipts incorrectly displaying a double payment value in the Change row
• Change row removed from Credit Note receipts

Product History & Traceability

• Workshop stock movements now provide improved traceability:
  • Caused By displays the Work Order Reference
  • Document Reference displays the Customer Purchase Order Number
• Product Quick View → History → Documents upgraded with:
  • Filtering
  • Sorting
  • Column searching
  • Paging
  • Export to Excel
  • Export to CSV
  • Export to PDF
• Product History Report now provides improved Work Order references
• FIXED: Product History Report error when running for an individual location rather than All Locations

Custom Forms

• Custom Form submissions now use Print instead of View across:
  • Hire Contract Edit
  • Hire Contract Quick View
  • Quote Edit
  • Quote Quick View
• New CustomFormPrintOut custom report template added
• Custom Forms Report terminology updated from Hire Notes to Hire Contracts

Workshop Reports

Workshop report terminology has been updated to use Work Order consistently:

• Products in Active Cards → Products in Active Work Orders
• Products Added to Repair Cards → Products Added to Work Orders
• Write Ups Added to Repair Cards → Write Ups Added to Work Orders
• Complete Repair Cards → Complete Work Orders
• Work Order List link updated to Complete Work Orders
• FIXED: Incorrect title on the Write Ups report