Updates to Existing Features:

• Translations:
  • Updates to Spanish (Colombia) translations.
  • Updates to Polish Portal translations.
  • Added Translations for Switzerland (German, French and Italian)
• Multi-Vendor Support for Products:
  • Updates to the product card UI:
    • Renamed the “Vendor” field to “Default Vendor”
    • Moved the alternative vendor products and pricing into the main product card tab (rather than a separate tab as originally implemented).
    • Other minor UI and usability improvements.
• Cost Estimates:
  • The cost estimate URL variable {publicUrl}{estimateUrl|s} can now be used in Snippets.
• Booking App:
  • Changed the behaviour for the phone number to only show the country code number
    • Previously showed the country code number and name
  • Added a new option in Location and Store settings where individual sites can be disabled in the Booking App.
• Fixably API:
  • Added a new option to POST /customers or PATCH /customers/{id} to grant portal access.
    • Previously, this needed to be enabled via the Fixably UI.
    • Value = “login”
    • https://openapi.fixably.com/#tag/Customers/operation/UpdateCustomer
    • https://openapi.fixably.com/#tag/Customers/operation/CreateCustomer
  • Added a new “deleted” status to GET /purchase-orders/{id}/lines/{lineId}
    • https://openapi.fixably.com/#tag/Purchase-Orders/operation/ListPurchaseOrderLines
  • Added new options to the GET /payments, GET /payments{id} and
    • Payment Intent ID
    • Charge ID
    • https://openapi.fixably.com/#tag/Payments/operation/ListPayments
    • https://openapi.fixably.com/#tag/Payments/operation/GetPayment
• Zapier Integration:
  • Added a new option where the Store can be set
• Margins and Pricing Logic:
  • Selling price calculations using the following hierarchy:
    • Customer-specific margins
    • Price Lists
    • Product-specific margins
    • Margins Custom product groups
    • Margins Pricing options (Battery Only, Display Only)
    • Margins Pricing Options (WUR)
    • Margins Labour Tiers
    • General Margins
  • Fixed pricing bypasses this logic.
• Fedex Poland Integration:
  • Added support for Cash on Delivery (COD) for FedEx Poland shipments
• QuickBooks Online Integration:
  • Income accounts selection now includes all appropriate QBO income accounts for the given product type, including accounts with detail types such as Service Fee/Income, when they are valid income accounts.
  • Added a new option to System Settings > Integrations > QuickBooks Online > “Use QuickBooks Document autonumbering”
    • If enabled, an additional “Document number prefix” field is visible.
    • When exporting supported documents to QuickBooks Online, the integration sends the document number with the configured prefix.
    • The final document number format is -.
    • If the field is empty, existing behaviour is unchanged.
    • Logic:
      • Checkbox enabled > Prefix field is hidden > QBO AutoDocNumber setting = True
        • This is the current and default behaviour.
      • Checkbox disabled > Prefix field is visible. If the Prefix value is empty, an error message will appear: "Document number prefix is required when autonumbering is disabled."
      • Checkbox disabled and Prefix value filled in > DocNumber - is sent to QBO.

Bug Fixes:

• Margins and Pricing Logic:
  • Fixed an issue where the system skips or doesn't trigger pricing calculations when the purchase price is 0.
• Customer Reference:
  • Fixed an issue where, when a quotation mark is used in the customer reference, it was changed to the HTML encoding of the quote (') instead of the quotation mark itself.
• Cost Estimates:
  • Fixed an issue where, when a customer responds to a cost estimate, the note added to the order was showing the category instead of the name of the option.
  • Fixed an issue where, when a customer declines a Cost Estimate, the page loads as a white window.
  • Fixed an issue where line breaks were displayed as HTML when viewing a Cost Estimate in the Portal.
• Custom Fields:
  • Fixed an issue where multiple-selection custom fields were cut off in the order timeline and did not display all selections.
  • Fixed an issue where multiple-selection custom fields (with checkboxes enabled) were not showing in the Order View if the custom field was filled in with a macro step.
• Price Lists:
  • Fixed an issue where a Customer Price List was not applied consistently across the system.
    • Adding products via the User favourites or Queue favourites.
    • Adding products via the products.add macro step.
    • Tasks that have a product associated with them.
• Translations:
  • Fixed an issue in the French translation where placeholders were incorrectly translated.
• IGSPN Integration:
  • Fixed an issue where default cancellation options could not be selected or changed in System Settings.
• PhoneCheck Integration:
  • Fixed an issue where the MDM status could be incorrectly displayed.
• Purchase Orders:
  • Fixed an issue where the Purchase Order gear menu could appear off-screen when there are many parts.
• Internal Transits:
  • Fixed an issue where Users could not remove an Order from an Internal Transit.
• Order Providers:
  • Fixed an issue where the tooltip for where an Order (Appointment Scheduler, API, etc) was created was not showing useful information.