With regard to the document direct printing is there a way to change the settings so that 2 receipts automatically print instead of one? We give a copy to to the customer and keep a copy for our records. It is not a big deal when doing service ro's to hit the print button again, but parts invoices once you complete the sale it prints the receipt and immediately goes to history and its a pain for the not so computer savvy folks. Let me know. Thanks!
Mini Pathak
Marketing/DMS Release August 9th, 2021
Updates / Features in this Release
Marketing
Lead Generation Improvements
Secondary Action
We now suggest secondary actions on vehicle leads to capture additional details. The secondary actions are suggested on the Submission/ Confirmation screens after the customer fills out request Information or Schedule Test Ride forms from Unit list or detail pages.User information on secondary actions is pre populated based on the primary action. Users are also able to share the unit via Facebook, Twitter or email from submission/Confirmation screens.
Recently added Inventory featured module on 404 pages
Our 404 pages are pretty basic with no user engagement elements on them. We now display recently added inventory on 404 error pages that we hope will somewhat close the gap.
Model List Page Enhancements
We have added new CTAs on the Model list page to increase user engagement from this page. We have also anchored the top of the page so that when you scroll, you can still see and act upon the filters and CTA in case you need to.
Contact Us button can be found at the top of the page, Click if you can’t see what you are looking for.
I’M INTERESTED button displays on each unit on the Model List page to help you submit a lead directly for the associated unit.
Learn More button displays on each unit on the Model List page and redirects you to the unit detail page when clicked.
DMS Connector UI Updates
We have made some UI changes to DMS Connector
The UI updates includes,
You can now see the 'Last Data Import' indicator on the DMS Inventory Viewer screen for all incoming DMS.
DMS Connector: New Price & Sync Options
We have updated new price and sync options for Talon and CDK.
CDK can now sync prices
MSRP (default)
DSRP
Web Price
Dealer List Price
Dealer Base Price
Talon has a new price option
Total Price
Audio Eye Integration
We have now established an integration with Audio Eye to better equip your DX1 websites with accessibility solutions and protect your websites against compliance issues. This will be added to all existing DX1 sites on October 1st, 2021 as a 30-day free trial. The billing will start Nov 1.
Operation
Direct Printing - (Browser Only Feature)
We have had many of our dealers point out that it takes way too many clicks to print invoices. Hence, we bring to you the direct printing feature which is designed to help you speed up the printing process for parts and service invoices.
To enable Direct Printing,
Turn on the Direct Printing toggle in DX1 Dealer Settings
This feature only works in the browser.
Install Print Manager
With direct printing enabled DX1 will send print jobs directly to user printers without opening any additional tabs or windows. We hope this will be a huge time saver for our dealers.
Help Document on Direct Printing
Part Price File Updates
We have made Price File updates and some pricing rules changes that allow you to update the prices (DSP) of some or all of your parts immediately or set up rules to automatically update the prices as the MSRP or Cost in the price file changes.
Other updates include,
Added the ability to set up a Dealership Default Pricing rule
You no longer have to set up pricing rules for every catalog unless you want to.
Simplified and renamed the One-time Update process
Catalog Level rules can now be done as a single default for the Catalog or by Category like before
Help Document on Part Pricing Updates and Rules
Warranty Deductible
We now offer you a way to apply deductibles to a warranty job as well as taking the deductible payment, right in the repair order. Simply enter the required deductible amount in the Deductible Amount field. You will see the deductible amount and payments reflected on the Customer and Warranty invoices.
Help Document on Warranty Deductible
Delete Unit
Removing accidentally added units from MU Inventory has always been a lengthy and tedious process. We have now made removing unwanted units easy for you by adding a new "Delete Unit" button in the MU Inventory detail page. Simply click on the button to quickly remove a unit from your inventory. However, you can only delete an instock unit assuming it has no associated invoices (Parts, Service or MU Quotes / Deals). If there are associated invoices they will need to be voided before the unit can be deleted.
All Fields Parts Search In Invoicing, Parts Inventory, Service, and Ordering
We have added All Fields Parts Search which allows dealers to use drill down searching for parts. (Invoicing, Ordering)
3 digits to get the type ahead search results
Matches description or part number
Primary sort is by QOH
Secondary sort is by Part Number
“Show More” opens the Parts Inventory window
+ icon adds parts to grid
SMS Notifications
We have implemented a new system for near real-time notifications of inbound SMS. The mobile icon on the top of the page will display a number alert for new SMS messages. Once the user views the messages, the number alert will disappear.
Bug Fixes and Other Highlights in this Release
Marketing
Updated Lead Matching Rule to match Phone number with or without country code +1 for leads
Fixed an issue where Slideshow size Square did not allow OEM Promotions
Updated Phone Number Matching - Ignore Special Characters
Updated - Always send model wanted leads to TLP
Major Units
Major Unit Invoice - Fixed an issue where Go to Invoice button at Request Part/Service Invoice did not work
Fixed an issue where the cashier was shown when returning parts that has MU invoice as the original invoice
Fixed an issue where user was getting error (500) when going to Assembly Service in MU Inventory detail page
Fixed an issue where the Commissions dialog did not display when clicking the "Commission" menu.
Parts
Added trigger to re calculate Qty Available On Order when order was canceled
Updated Manticore Type Ahead Search Results to Sort by QOH Descending
Created GasGas PO export file
Service
Service Scheduler - Fixed an issue where the “Customer Waiting with Unit” icon was not showing in the Appointment Calendar
Fixed an issue where the screen showed loading non-stop when using appointment via 'Charge to MU'
General
Safari Issues - Fixed reported screen flickering issue while using latest version of Mac OS
Fixed - Don't reset grids on app reset
Changed DX1 Windows 10 App to export MS Word with .doc instead .docx (HTML Report). An update to the Windows 10 app will be required for this feature to work.
Please respond with any questions, concerns, or feedback.
Release # D2021-08-09