Changelog: Sales App 0.38

Planned Release Date: December, 2024

Bug Fixes

• Extended Description will now show for Kit Components in the System Breakdown on the Quote Proposal.
• Added a speed fix when looking up a Product in the Quote Products grid.
• When completing a Quote and the system sets duplicates to status Q8, the system will now mark the quotes as Requires Update in the Sales Dashboard.
• Fixed a font error when generating the Quote Proposal.
• When duplicating a Quote, the Status Reason will now be cleared.
• Sub Total Amount on the Quote Proposal will auto hide if it is the same amount as the Total Amount.
• Fixed an issue on the Quote Proposal where the pricing breakdown did not extend to the width of the page.
• Updated the style for the Accept Quote button at the bottom of the page when the Customer uses the email link to accept the Quote.
• Added Product code to the New PV System tab on the Quote for Panel Type, Inverter Type and Battery Type.
• Added Product code to the Panel Filter and Inverter Filter on the Products List and Product Worksheet.
• Interval Data will now copy when using the Duplicate Quote function.

Features

• Bank Details on Quote: Added a new setting called Bank Details. This will be displayed on the Quote Proposal. (more info)
• Quote Notification Email: Added a new setting for Quote Notification Email. The system will send this email to quotes the day before their scheduled date. (more info)
• Batteries & EV Chargers: Battery Systems and EV Charger products can now be added using the Quote Designer tool. (more info)
• Health Check Report: Added a new report to the Customer List called Health Check Report. The data for the report can be generated and modified from the Customer List. (more info)
• Email Videos: External videos can now be configured to be attached to email templates. Users can also select and attach videos when sending an email. (more info)
• When a booking is made on the Solahart Website the system will now look for an email template called ONLINEBOOKING and send it to the customer’s email address. NOTE: The data source for the email template must be set to Lead.
• Added a new user role View Quote Product Cost. This will allow the user to see the Wholesale Cost in the Quote Products grid.
• Admin users can now open the Product Kit from the Quote Products grid.
• Added a new action to Settings to Update STC Year. This can be used to update the PV/HW STC Year setting on open Quotes.
• The Product Worksheet will now allow you to discontinue a product that does not have a Replace With set.
• Added a new chart to the HW Tab on the Quote to help the Salesperson select the correct HW Load.
• Added a new user role Can Convert to Quote. This will allow the user to convert a Lead to a Quote without scheduling an appointment.