Announcing Version 3.5 of StockTrac

Highlighted Changes in new version 3.5

• Now saving AllData LogIn Username and Password so that you do not have to retype them when going into the integration
• Added Integration to Sonsio Road Hazard
• Ability to store tire size fields on inventory items and use them to find tire parts in Point of Sale and Inventory
• Increase size of part & labor descriptions to 120 characters
• Added integration to TireMetrix TPMS Manager
• Added ability to hide part numbers on estimates
• Greatly improved speed with initial estimate loads

Introducing our new Multi Vendor Lookup function – MVConnect

• Powered by Epicor’s ISE version, you can now see parts available from all your vendors on one screen!
• Also accesses their pre-built job packages, Service Interval information, and labor
• Included is the ability for you to see your on-hand quantities of any parts you might stock
• Once the parts are transferred to your estimate, quickly and easily place the necessary orders to your vendors
• Included is the ability for you to find and order parts through Amazon with your Amazon Business account
• Contact our Support Department for more information on signing up

For those already using our Inspection Tablet module, InSpec, below are the recent upgrades and changes.

InSpec App changes

• Fixed issue with carriage returns truncating notes
• Added button to 3rd level to take the user back two levels
• Indicate which required fields on vehicle screen haven’t been entered
• Changed most Back buttons to read Done
• Some choices can have an additional text button displayed
• Don’t default numeric fields to 0 so we can detect when user enters a 0
• Some labels weren’t visible when viewing in portrait mode
• Photos weren’t being resent when resending the inspection
• Fixed potential index out of range errors including when selecting plate/VIN lookup results
• Added Inspection Statistics Report for user analysis

InSpec changes system wide

• Improved connectivity and ability to reconnect quickly when the tablets go to sleep
• Added ability to add a 3rd level of choices to the forms
• Added version number to inspection forms
• Tech notes on inspection were not always being displayed
• Inspection log started flashing as soon as new inspection was assigned
• Fixed word wrapping issue when printing some inspection detail findings
• Inspection changes to allow additional notes icon added to some items
• Avoid access violations when editing an inspection or previewing the form
• Photo notes weren’t printing on inspections
• VIN was printing off the page on inspection form
• Printing an inspection from the Inspection Log could print wrong customer info if an estimate was on the screen
• Fixed swapped inspection time started / time completed
• Unchecking pictures on inspections didn’t always stop them from being printed
• Allow deletion of started & completed inspections when on original estimate

 

And finally, here is a list of some of the more module specific changes you may have been wishing for!

Point of Sale

• Added images to ATD catalog
• Indicate in the appointment popup bubble if the customer is waiting
• Don’t prompt for credit card expiration date and authorization since it can no longer be saved
• Posting ordered item to Custom Stocked category didn’t change the Mfg on the estimate item
• Added a popup menu to carfax history screen to copy to clipboard
• Don’t require replacement reason on declined items
• Added Installed & Sold Snapshot report for technician’s reference
• Sonsio certificates are now being printed with the invoice
• The quantity sold on a companion part wouldn’t get adjusted if there was only one companion part added
• Changing the selling price to 0 on a guarantee-able part would always clear the labor instead of checking the flag on the product code
• When starting a new ticket and looking up by plate it wasn’t checking to see if other estimates already existed for that vehicle
• Can print fitment info in TireTrac and TireSize
• Don’t auto-save quick quotes when using integrations unless parts were ordered or it had been previously saved
• Use same warnings about opening a billed out estimate when using the caller id screen
• Fixed occasional truncation issue when printing long part descriptions
• Vehicle info not being sent to Nexpart correctly
• Fix error when Showing the list of Billing Centers
• Deal with changed TireMetrix warnings that were causing errors in Point of Sale
• Tire Connect was looking for cross-reference records but using only the Manufacturer, not part number
• Default MCL field wasn’t being displayed for LaserCat users
• Billing Center’s tax settings can be set to override customer’s tax settings
• Fixed issue causing discrepancies in some reports when discounting packages
• Improved Appointment Dragging on Scheduler

Inventory

• Added part type of Warranty to use with Sonsio
• Posting ordered item to Custom Stocked category didn’t change the manufacturer on the estimate item
• Expand category and item description on the screen

Sales

• Some numbers on Detailed Sales/Cost could be incorrect for packaged items
• Added ISTIRE, M2CATEGORY and correct FLEET_NO in Midas Data Highway export
• Displaying the warning when cancelling the Tuffy Royalty report could produce error
• Added button to export Estimated Annual Expenses
• Cost of Sales Staff also included those marked “Fixed/Other Operating Expenses”
• Change Midas US Corporate address for printing on royalty report
• Fixed label truncation on Estimate Conversion Comparisons screen

Customers

• Add Front and Rear Tire Size to data search output

Employees

• Total Commission incorrect on Commissions & Job Averages screen

Vendor Tracking

• Remove x-level for QuickBooks statement re-export

Accounts Receivable

• Added setting to Billing Centers to override the customer’s taxes on invoices

ToolBox

• Correct manual replication when security level 1
• Add Zip64Mode to Backup to allow backup of large files

If you have any questions about this update or need assistance, please contact Janco Customer Support at 800-782-5872 (US) or 800-323-5872 (Canada).

Thanks for using StockTrac!