Release Notes - July 2021

Type Area Description
Bug Fix All Phone Numbers All phone numbers are now formatted correctly
Bug Fix Credit Memo Credit Memos can not be created without a discount
Bug Fix Agent Notes Agent notes now save when entered in on an Agent
Bug Fix Installer Report Column filtering works as expected
Bug Fix Sales Report    Status filtering now works as expected
Bug Fix Change Order Total If the order total amount is changed on the order screen it calculates the line items correctly for the total that was
entered.  if the sales tax rate will not calculate out to the amount that was entered you will asked if you want to revert
back to the original amount to change line items manually.
New Feature Order Lookup Added Sold To phone number and Amount Due to Order Lookup
New Feature Discount Cost Plus Margin Percent - This new feature will calculate the selling price based off of the profit margin that is
set on the chosen discount.  For example, if you choose a 40% margin and the cost of the part is $50 the selling price 
will calculate to $83.33.  The formula used to determine the selling price is Cost / (1 - Cost Plus Margin Percent).  In 
the example shown, the formula would be $50 cost / .60 (1 - .40  IE: 40% Margin) equating to a sale price of $83.33
New Feature Discount Cost Plus Markup Percent - This new feature will calculate the selling price based off of the Markup Percent that is
set on the chosen discount.  For example, if you choose a 40% markup and the cost of the part is $50 the selling price 
will calculate to $70.00.  The formula used to determine the selling price is Cost multiplied by  (1 + Cost Plus Markup Percent).  In 
the example shown, the formula would be $50 cost * 1.40 (1 + .40  IE: 40% Markup) equating to a sale price of $70
New Feature Work Order Detail Widget Added internal notes field to widget
Function Change Contact Lists Now shows first and last name for better filtering
Performance ALL Minor performance tuning across platform