🚚 New: Mark “In Transit” Orders as Delivered — Without the Driver App

What’s New?

Superadmins, Buyers, and Store Managers can now mark In Transit orders as Delivered directly from the Order Page — no need to rely on the Driver App. This helps speed up the delivery process and avoid delays.

💡 Here’s How It Works:

• Click the blue truck icon on the Order Page.
• Confirm the items were delivered.
• Choose the delivery method, date, and enter any required serial numbers.
• Click Add — and you're done!

📍 Where You’ll See It

• Order Page (POS)
• Routing Page (auto-completes delivery stops)

🔐 Who Can Use This?

• Only Superadmins, Buyers, and Store Managers

⏱ When You Can Use It

• For orders that are at least 1 day past their scheduled delivery date
• Available for Delivery Routing method only

📢 New: Add Secondary Contacts to Customer Profiles

What’s New?

You can now add a spouse, colleague, or family contact directly to a customer’s profile — no more cluttering the Notes section. Keep your contact info organized and easy to access across the system.

💡 Here’s How It Works:

• On the Edit Customer page, you’ll find a new Secondary Contact section
• Add their name, relationship, phone, and email
• On the Add Customer
• On Quotes & Orders, you can edit or update secondary contact info via a quick pop-up
• Changes apply only to that specific quote or order
• On the Drivers App, you'll find a new Secondary Contact section
• View their name, relationship, phone, and email

📍 Where You’ll See It

• Edit Customer Page
• Customer Detail Page
• Quotes & Orders

📝 Bonus

All changes to secondary contacts are automatically tracked — so everyone stays informed.

🚚 New: Cleaner, Smarter Delivery Tracking

What’s New?

We’ve redesigned the Delivery Tracking page to make it easier to follow your order — no clutter, just the info you care about.

💡 Here’s What’s Improved:

• Simplified Map View – We removed the confusing route line for a cleaner look
• Warehouse Label – Easily see where your delivery is coming from
• Stop Number – Know your spot in the delivery queue at a glance
• Live Tracking – Appears only when the driver is on the way to your stop
• Delivery Details – Customer name, phone number, and address are now clearly visible
• Fulfillment Info – Now shown up front, no more digging in dropdowns

📍 Where You’ll See It

Customer Portal → Delivery Tracking Page

✨ Why It Matters

Track deliveries with less guesswork and more clarity — everything you need, right where you expect it.

💡 Tip: Not seeing the update? Refresh your page or clear your cache.

🚀 New: Bulk Edit Storage Locations in Inventory

What’s New?

You can now update the Storage Location for multiple products at once — no need to edit them one by one.

💡 Here’s How It Works:

• Select multiple products in Inventory
• Click Bulk Edit
• Update the Storage Location field
• Click Save — and you're done!

📍 Where You’ll See It

Inventory Page → Bulk Edit

✨ Why It Matters

This update makes warehouse updates faster and easier — helping you keep things accurate without all the extra clicks.

💡 Pro Tip: Filter by brand or category to speed up your edits even more.

🔍 New: Filter Out Old Orders in Protection Plan Report

What’s New?

You can now exclude older orders from your Protection Plan Report using the new “Exclude Order Dates Before” filter.

💡 How It Works:

• By default, all orders still show
• Set a date to hide orders placed before that date
• Keeps your report clean and focused

📍 Where You’ll See It

Top of the Protection Plan Report, next to other filters

✨ Why It Matters

No more outdated data, duplicate payments, or manual cleanup — just accurate reporting and faster reviews.