What's New in webWorkshop 2.2
Release Date: 20th November, 2024.
We're excited to introduce some great new features and improvements in this release of webWorkshop. We've enhanced the ordering functionality, including integration with Repco Navigator Pro. Plus, we've made several user interface and usability improvements, along with bug fixes to boost performance, efficiency, and overall user experience.
TABLE OF CONTENTS
Highlights
Change Job Status from WIP Listing
To manage your Work in Progress more efficiently you an now click the dropdown menu in the Status column to set the Job Status:
Transfer Job Postings to Another Job
Select a posting on a job and you can click the Transfer button to choose which job you wish to transfer it to:
Create Order from Parts List within a Job
When adding parts to a job, and the part you need to add isnt listed or cannot be found when using 'search' on the Parts list you can now click the order button to create an order for your desired part:
Automate Parts Orders when adding a Job Template
When adding a Job Template, you can use the Source dropdown to select Order to automatically create an order for this part once you click Add to Job. It will default to Stock if you have a sufficient Qty on Hand and default to Order if you do not:
Display and Remove Filters on List Screens
When you add filters to various list screens, you the applied filters will show on the top left of the list, and the filter can be removed by clicking the X on the specific filter:
Repco Navigator Pro functionality in webWorkshop
The introduction of Repco Navigator Pro functionality into webWorkshop allows you to open Navigator Pro from within a job to link the materials order to the Job, linking the checkout experience with your ordering process.
Note: To access Repco Navigator Pro functionality in webWorkshop, you will need to have the feature set up and operating in your Orion system, if you require this, please reach out to our support team or your SAM Account Manager.
Detailed Release Notes
Enhancements
| Issue Key | Module | Detail |
|---|---|---|
| WEB-1666 | Dashboard | Added the ability to change the status from the WIP page by clicking on the status to access a dropdown list. |
| WEB-19 | Jobs | Added the ability to transfer job postings (labour, outwork, parts) to another job. If multiple sections exist, the transferred posting will always move to the lowest section. |
| WEB-1627 | Parts | Added the ability to automatically order parts that are searched for and do not exist in stock. For more information see the Create Orders for Specific Jobs KB here. |
| WEB-1631 | Parts | Added the ability to automate part orders when adding a Job Kit (Job Template) to a job, if the stock on-hand is lower than the required quantity. For more information see the Create Orders for Specific Jobs KB here. |
| WEB-1048 | Repco Interface | Repco Navigator Pro integration functionality has been added to webWorkshop enabling you to order parts from Repco Navigator Pro while processing an order from a job or estimate within webWorkhop. Read the full KB article here |
| WEB-1764 | Repco Interface | Items not in stock are now treated as procured parts and are no longer forced to be added to stock. |
| WEB-1667 | UX/UI | Added the ability to change both the job status and technician on a job within the WIP listing. |
| WEB-1740 | UX/UI | Added the ability to display and remove filters in all search-related areas. |
Bug Fixes
| Issue Key | Module | Detail |
|---|---|---|
| WEB-1738 | Diary | Resolved an issue where opening a multi-day job and returning to the diary would take the user to the start date of the job. |
| WEB-1741 | Diary | Improved the loading speed of the monthly diary view, which was slowed down by multiple multi-day jobs. Limited the monthly diary to allow users to go back only 3 months. |
| WEB-1707 | Invoice | Resolved an issue where direct credit payment details were not showing up on an invoice for a customer without an active Xero connection. |
| WEB-1717 | Jobs | Resolved an issue where creating a new customer when adding a new job would take the user back to searching for a customer again, instead of linking the job to the newly created customer. |
| WEB-1732 | Jobs | Resolved an issue where vehicle details were displaying incorrectly in some cases due to a refresh issue. |
| WEB-1742 | Jobs | Resolved an issue where the system was gathering loan car info, causing webSAM/ to throw an error when creating a job sometimes. |
| WEB-1718 | Orders | Resolved an issue where GST was not being calculated correctly for partially received and finalized orders. |
| WEB-1724 | Quotes | Resolved an issue where moving estimate postings to another section did not update the subtotal correctly due to sharing the same line order. |
| WEB-1729 | System | Resolved an issue where using the tab/enter buttons could cause pages to close unexpectedly if multiple tabs were open. |
| WEB-1709 | Xero Interface | Resolved an issue where rounding was causing out-of-balance totals, preventing them from being posted to Xero. |