What's New in webWorkshop 2.3
Scheduled Release Date: 29th January, 2025.
TABLE OF CONTENTS
Highlights & Hero Features
Dashboard KPIs
You can now modify and edit your Dashboard Widgets by clicking the configure (cog) icon on the Dashboard and selecting Widget Options:
Here you will also find three new Dashboard KPI Widgets for:
- Technician Productivity
- Sales vs Target
- Parts Margin
The About the Dashboard KB has been updated with these new options.
Stocktaking Improvements
We have added a new filter that provides the ability to count parts on open jobs or only include parts for future jobs.
You can read the full Stocktaking KB Here!
Detailed Release Notes
Enhancements
| Issue Key | Module | Detail |
|---|---|---|
| WEB-782 | Customer/Supplier | When viewing the Job Maintenance screen, a "Note" icon will now display beside the customers name when there is a note on the customer's account. |
| WEB-1435 | Dashboard | In Setup > Technicians you can now enter available hours in .5 increments (e.g. 6.5hrs). |
| WEB-1697 | Dashboard | Created a Dashboard KPI Widget for Technician Productivity which displays on the dashboard. the % value is derived from the labour hours summary report. |
| WEB-1698 | Dashboard | Created a Dashboard KPI Widgetfor Sales vs Target which can be added to the dashboard from widget settings. Sales vs target values are taken from the sales analysis report. |
| WEB-1700 | Dashboard | We have added the ability to modify & edit dashboard widgets by clicking the configure (cog) icon on the Dashboard. |
| WEB-1699 | Dashboard/Parts | Created a Dashboard KPI Widget Parts Margin which can be added to the dashboard from the widget settings. The margin % is taken from the sales & margins report. |
| WEB-1609 | Diary | A new "unallocated" filter has been added to the Diary Weekly View to identify jobs that still need to be allocated to a technician. |
| WEB-1772 | Jobs | A warning message will now display if a Material has superseded part linked. |
| WEB-1775 | Orders | We have added the ability to create a backorder when the parts order is only partially received. |
| WEB-1405 | Parts | Mark-up is now calculated for stock irrespective of whether retail or cost is entered first. |
| WEB-1720 | Reports | When a customer has additional contacts set up to receive reminders, these will now be included when reminders are sent. |
| WEB-1783 | Stock | We have added the ability to include parts allocated to open jobs on the Stocktake form. |
Bug Fixes
| Issue Key | Module | Detail |
|---|---|---|
| WEB-1663 | Customer/Supplier | Resolved an issue where user defined fields were not being saved upon first creation of customers/suppliers. |
| WEB-1794 | Diary | Resolved an issue where jobs in a diary were merging into the unallocated column when 8 or more technicians existed. |
| WEB-1602 | Estimates | Resolved an issue where authorised estimates would not display the GST value. |
| WEB-1622 | Estimates | Resolved an issue where prices would be overwritten when using the inclusive field in estimates. |
| WEB-1687 | Estimates/Jobs/Orders | Resolved an issue where zeroes would sometimes go behind the % sign when modifying the charge of an item, resulting in an error being thrown. |
| WEB-1615 | Invoice | Resolved an issue where checks would disappear from the parked or re-check list if the browser had crashed. |
| WEB-1751 | Invoice | Resolved an issue where email addresses that are longer than 50 characters would be cut off after creating an invoice, causing emails to fail if they were emailed through the email icon. |
| WEB-1657 | Invoice/Jobs/Stock | Resolved an issue where deleting a part form a credit job would add it back to stock incorrectly. |
| WEB-1620 | Jobs | Resolved an issue where users with insufficient security could open jobs in other departments. |
| WEB-1623 | Jobs | Resolved an issue where negative amounts for a charge could be added if the discount amount added to a posting was more than 100%. |
| WEB-1805 | Jobs | Resolved an issue where invalid dates were causing the system to crash. |
| WEB-1591 | Mobile Technician App | Resolved an issue where Jobs assigned to multiple technicians were not appearing in the Mobile Technician App for the technician. |
| WEB-1645 | Orders | Resolved an issue where a user would be able to bulk receive 0 cost parts on orders, this is now prevented. |
| WEB-1723 | Orders | Resolved an issue where parts returned on a multi department system would sometimes result in a blank department. |
| WEB-1694 | Reports | Increased loading speed of Stock Valuation Report when reporting on periods more than a few months prior. |
| WEB-1712 | Reports | Resolved an issue where some jobs with a status of X and no invoice date were causing the WIP valuation report to pick up incorrect data. |
| WEB-1800 | Reports | Resolved an issue with "filter by department" for Stock Sales & Margins report. |
| WEB-1151 | Stock | The system will now display a warning if adding a procured part with a part number that exists in the system. On order also now calculated correctly. |