Orion by Auxo

Customer/Supplier 

WEB-470 

Changed the Debtors balance icon to make it clear the button opens a details screen. 

Customer/Supplier 

WEB-542 

When a Driver has been selected on the Vehicle Maintenance form, this can now be cleared/removed with the newly added “X” button. 

Diary 

WEB-365 

Added the ability to change the job status from the diary, allowing you to quickly update the status, such as when vehicles arrive for their bookings. 

Diary 

WEB-381 

Improvements have been applied to speed up the process when changing months in the Diary. 

Diary 

WEB-587 

Improvements made to the Diary screens to increase display load times 

Diary 

WEB-703 

Technicians flagged as inactive were still displayed in the Diary day scheduler if they had WIP jobs still allocated to them. The inactive technician will not display now and the jobs allocated to them will display in the unallocated column. 

Diary 

WEB-704 

When viewing jobs in the diary, the date will be retained after closing the job. Previously, the dairy was opening on the viewed job start date. 

Diary 

WEB-728 

The Diary will now be more clear displaying the technician when there are multiple technicians allocated to a job that spans multiple days. 

Estimates 

WEB-304 

Any changes made to approved estimates will now be logged in the customer's Activity listing. 

General 

WEB-268 

All email or SMS activity will now be recorded against the contact (Customer, Supplier) in their Activity listing. This can help track if and when an email or SMS was sent from Orion. 

Invoice 

WEB-623 

The quick email option within a Job or estimate will now give the option to include an attachment 

Invoice 

WEB-625 

When splitting an invoice, you now have the option to include the invoice text on all splits (Invoice 1,2,3) 

Items/vehicles 

WEB-478 

A vehicle can now be flagged for ‘No Marketing’. This is useful if the current owner has sold the vehicle and you want to exclude the vehicle from any future marketing. 

Items/vehicles 

WEB-483 

When loading a new vehicle and entering the Rego we are now validating the Rego to display if it already exists in the system. Previously, this was done when saving the new record. 

Items/vehicles 

WEB-621 

Added the Job Description field into the search parameters when searching vehicle history. 

Items/vehicles 

WEB-634 

You can now click on and view details of a specific invoice when navigating to the Service History from within the Vehicle Maintenance screen. 

Jobs 

WEB-111 

Added the option to create manual credits when posting charges (Labour, Materials, Orders) onto a job or estimate. 

Jobs 

WEB-361 

Customer Details in Estimates and Jobs can now be edited freely upon creating a new estimate or job 

Jobs 

WEB-419 

Technicians allocated to a job as a 2nd Technician will now in included in the Work in Progress filter for Own Job. Previously, this filter only included the main (1st) technician. 

Jobs 

WEB-643 

The WIP listing can now be filtered by a selected technician. 

Reports 

WEB-155 

Added a new 'Stock Sales & Margins” report to the workshop reports. The report will give a breakdown of workshop stock sold and the margins. 

Reports 

WEB-271 

When searching in reports and no results are found, this will now display the message "There are no records matching your search criteria." 

Reports 

WEB-479 

A new output type of Letter has been added to the Reminder report. The letter format downloads a list of reminders, one page per reminder. These can be printed and sent through the mail. For customers that don't want email or SMS reminders. 

Reports 

WEB-754 

Added a 'reading tolerance' field to the reminders report which will allow you to run reminders based on Hours/Mileage readings rather than being date based.  

Stock 

WEB-284 

Added barcode searching to the following screens:  
# Post materials to Job/Estimate/Kit
# Order parts in Purchase Orders
# Stock search anywhere
# Stocktake search anywhere

 The barcode scanner must be set up to scan the barcode and perform a TAB command as a post-operation. Please view your barcode scanners manufacturer's website for how to set up your scanner to function this way.

Stock 

WEB-452 

Added a new filter 'By Analysis Group’ to the Stock Sales & Margins report as well as the Stock Listing screen 

Customer/Supplier 

WEB-719 

Fixed an issue where the additional contacts were not being emailed invoices. 

Dashboard 

WEB-601 

Resolved an issue with the calculation of the number of "Parts Due" on the Dashboard Action List 

Invoice 

WEB-619 

Resolved an issue with applying changes to the customer On Hold setting. 

Invoice 

WEB-630 

Fixed an issue where in certain scenarios the invoice date could be set to an invalid date. 

Jobs 

WEB-560 

Fixed a display issue with the purchase order margins. Entering a Retail inclusive price could display a - 100% margin. 

Orders 

WEB-563 

Purchase order items with a zero cost 0.00 were not able to be credited back to the supplier. This has now been fixed. 

Parts 

WEB-735 

Selecting a Part Analysis group wasn't possible if the list was too long. The system displayed ### Too many elements ###, this has now been fixed. 

Reports 

WEB-579 

Fixed the incorrect header names in the Stock Valuation Microsoft Excel export file. 

Reports 

WEB-716 

Under certain circumstances when changing the Stock Sales and Margins report sort by would result in an error. This has now been fixed. 

Reports 

WEB-772 

Fixed the labour hours summary report not exporting to PDF. 

TimeClock 

WEB-377 

Resolved an issue with rounding in relation to different time zones and clock in/out times.