DX1 Release April 28th, 2025

Here are some highlights of the next DX1 Release scheduled for Monday, April 28th, 2025


DMS
DX1 Enhancements
- In this release, we are happy to announce some more DX1 optimizations that will speed up your daily tasks:

  • Receiving List search - It's not always easy to find a received invoice that needs to be edited. We have now made that much easier by allowing you to search by Invoice Number, Purchase Order Number, Part Number, or Part Description.
  • Parts Availability look up from the ordering screen - Looking to make better ordering decisions, now you can. We have added the Part Availability icons to the ordering screen so you can check availability before placing orders. If you haven’t already, add your API credentials for Turn14 & WPS to maximize this new feature.
  • PIN Permission for Force Sales and Voiding - Need more control over Force Sales and Invoice Voiding? Now you can not only control the permissions level, but also tie it to a PIN if necessary. Make sure to check out Dealership Settings, Parts Settings to view and set up your configurations.
  • Option to hide part numbers on printed service invoices - We have heard you loud and clear, and now you can hide part numbers on Service Invoices. Don't forget, you can also configure the default setting in Dealership Settings, General Information.
  • Smart Notification Text Search - You can now use a text search to quickly find information related to Smart Notifications. A great example of this is looking to see if any Special Orders need to be shipped. Simple search "Ship To" and see the power of the tool!
  • Internal Sale from a unit detail page - Have you wished you could create a PDI right from the unit detail page? Now you can do that, as well as add any type of internal sale from the Assembly Part and Service pages. Save time, save clicks, work Smarter Not Harder!
  • Create a Work Estimate from the Customer Garage - When it comes to Service work, we know not all contact starts with a Work Estimate. Now you can save hundreds and hundreds of clicks over a year and simply create the estimate from the unit in the customer’s garage.


Customer PO field - This new field allows you to enter a customer-supplied Purchase Order Number on a Parts, Service, or Major Unit invoice. Once added, the PO number will appear on printed invoices and within invoice grids across the system, where it can be searched.


Sync Customers, Vendors and GL accounts directly in DX1 - Earlier this year, we added the ability for you to Reconcile and Post transactions to QBs without leaving DX1. With this release, all dealers using QuickBooks Online will also be able to sync Vendors, Customers and GL accounts with QBs without leaving DX1. This should save you time as it puts everything right at your fingertips. Just click the new green “Accounting” tile in the accounting section and proceed as you normally would.


New Reporting Tool (Early Access) - We are continuing the rollout of our new reporting tool. Based on your requests, we have added 17 new Public reports:

  • CUST-106 - Customer Sales History
  • CUST-304 - CRM Scoreboard
  • CUST-305 - CRM Scoreboard Detail
  • MU-213 - Major Unit Sales with Lien Holders
  • MU-300 - In-State Units Sold by Month
  • MU-301 - Major Unit Sales Follow Up
  • PARTS-114 - Superseded Parts Inventory by Vendor
  • PARTS-115 - Seasonal Parts Inventory Min-Max ReOrder
  • PARTS-214 - Parts Sales Turnover
  • PARTS-304 - Open Special Orders Detail
  • PARTS-309 - Parts Inventory Buying Guide
  • SERV-113 - Open Warranty Repair Orders
  • SERV-205 - Technician Hours by Service Rate Name
  • MKT-102 - Listing Inventory with Photos
  • MKT-103 - Listing Inventory Export
  • ACC-202 - Sales Tax Liability by Tax Rate Detail
  • ACC-608 - Discounts by Department

We are still working on this project, so please take a look and let us know if you have any comments or notice any issues.


MARKETING
For those DX1 Dealers using our DMS Inventory Connector, you will now see which units are actively updating price from the DMS. The visual indicator is on the Listing Classified grid and detail pages. 


So take a look and as always if you have any questions please do not hesitate to contact DX1 Support at dx1support@dx1app.com or 1.877.944.6766.


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