What's New in webSAM 2.2

Release Date: 20th November, 2024.


We're thrilled to bring you the latest updates to webSAM! This release is all about making your ordering processes and workflows smoother and more efficient. We've also made the user interface easier to navigate and improved overall performance to enhance your 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:


Detailed Release Notes


Enhancements

 

Issue KeyModuleDetail
WEB-1666DashboardAdded the ability to change the status from the WIP List by clicking on a new dropdown in the Status column.
WEB-19JobsAdded 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-1627PartsAdded the ability to automatically order parts that are searched for and do not exist in stock. Read more in the Create Orders for a Specific Job KB here
WEB-1631PartsAdded 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. Read more in the Create Orders for a Specific Job KB here
WEB-1667UX/UIAdded the ability to change both the job status and technician on a job within the WIP listing.
WEB-1740UX/UIAdded the ability to display and remove filters in all search-related areas.


Bug Fixes

 

Issue KeyModuleDetail
WEB-1738DiaryResolved 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-1741DiaryImproved 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-1707InvoiceResolved an issue where direct credit payment details were not showing up on an invoice for a customer without an active Xero connection.
WEB-1717JobsResolved 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-1732JobsResolved an issue where vehicle details were displaying incorrectly in some cases due to a refresh issue.
WEB-1742JobsResolved an issue where the system was gathering loan car info, causing webSAM/ to throw an error when creating a job sometimes.
WEB-1718OrdersResolved an issue where GST was not being calculated correctly for partially received and finalized orders.
WEB-1724QuotesResolved an issue where moving estimate postings to another section did not update the subtotal correctly due to sharing the same line order.
WEB-1729SystemResolved an issue where using the tab/enter buttons could cause pages to close unexpectedly if multiple tabs were open.
WEB-1709Xero InterfaceResolved an issue where rounding was causing out-of-balance totals, preventing them from being posted to Xero.