Summary: Actual Sales & Actual Sales by Month tool tip added with Concrete, Delivery, and Admix data. KPI tabs and widgets now display as expected.  Customer Portal v2 enters internal testing.  E-Ticketing update ready for testing.

New Features 

·         Actual Sales & Actual by Month 

o    Tool tips have been added to sales fields that show a breakdown of sales by Concrete, Delivery, and Admix 

§  Service : Delivery Sales & Admix Sales options for KPI Calls 

§  Required KServer version: 3.5.10 

·         Account Management - Application Start page 

o    The start page (page loaded after login) can now be configured under User > Account Management. 

·         Customer Portal v2 

o    Ready for internal testing 

o    New Service added that enables Customer Portal. The previous Customer Portal service name has been changed to "Customer Portal (free)". 

o    Changing from one Customer Portal Service to another will route the customers to the correct portal after login. 

o    Users can add their own customers if their business has Customer Portal.

o    In order to transfer an existing customer to Customer Portal v2, open the customer profile as if to edit in User Admin, and click "Submit".     

o      Customer Portal v2 is operated much the same way  On-Demand would be. 

o    If a customer is not given the ability to see Invoices or Batch Weights, neither of those items will appear in Customer Portal v2 .

·         On Demand Changes 

o    The loads in order details have changed appearance 

o    Active loads now sport an orange background, while the background for completed loads are green. As well as being green, completed loads have a checkbox icon in the bottom left 

o    Loads now show Qty Delivered which represents the quantity delivered up to the point of that load. 

o    Loads also show the Load Size which represents the qty from the first product item 

o    Loads have a number in the top left that indicates which load it was on that order. The loads are ordered by this load number 

o    Ticket Number is now shown on the load without having to expand to see the details 

o    Dates and times are now including a tool tip which can be viewed by hovering to further explain what those times represent. 

o    Projected time is displayed on each load. If the load has yet to arrive On Job, the time represents the estimated time of arrival (ETA) on job. If the load has arrived On Job, the time represents the ETA at plant. These have corresponding labels that also switch based on what is being displayed. After a load is complete it will no longer display a projected time or ETA. 

·         E-Ticketing 

• The E-Ticketing page now displays the status of each e-ticket and which parts of the process have been completed. Look for the following status to be checked/unchecked during the e-ticketing process 
• Driver updated : Driver has submitted an update (possibly with signature)
• .PDF Created 
• Posted to Keystone:
• Emailed successfully
• The last 30 days of E-Tickets (approximately) are store in Keystone Online
• The ticket Server Notes column will be populated with messages to let you know of the following scenarios 
• if a driver submits a driver update without a signature 
• ‘No email receipt’ option selected 
• E-Ticket was created automatically when vehicle returned to plant 
• Clicking on the action button for a ticket will allow you to 
• Create the e-ticket (only possible if e-ticket hasn’t been created yet) 
• Post the e-ticket to Keystone 
• Send an email with e-ticket information.  
  Note: Email addresses input is required in the dialog before submitting the action. Any new email address from what’s on record will be added to the “Emailed To” column of the e-ticket.

Bug Fixes 

• GPS
• Move Job Site functionality now works for MultiCompany users

·         KPI  

o    All KPI tabs and KPI widgets display charts as expected on page load. 

o    Loads and Yards by Hour properly prints chart data when the first recorded batch hour starts at 12am.

o Actual Sales ASP is now calculated correctly rather than being an average of ASP

·         On-Demand 

o    Clicking on a sales person, returning to the sales person list, and clicking on a sales person will always result in seeing a customer list.  

o    Loading Indicators for Order Details are no longer obscured by the map box. 

o    When clicking on a plant, a list of orders filtered to the selected plant will be returned. 

o    If a Company Id or Company Name contains a “ ‘ “ or “ & “ , a list of orders can still be gathered. 

o    The Orders list will always scroll if the contents exceed the height of view area. 

·         Dashboard  

o    Yards Ordered Widget now displays the correct number of yards ordered for the business the user is signed into when it initially loads. 

o    In the Dispatch Overview Widget, the Yards Delivered and Orders now display the correct amounts for the business the user is signed into. 

o    The Map Widget will always successfully read Lat and Long GPS data if there is Lat and Long data to be read. 

·         Dashboard - On-Demand 

o    Clicking on a sales person who had customers registered under their name will always result in a list of their customers rather than requesting that a sales person be selected. 

o    A filtered list of customer orders will be returned in On-Demand if a sales person's customer is selected in the Dashboard On-Demand widget. 

·         Dashboard - Multi-Company 

o    When signed into a multi-company, if the user switches between companies, the data in the Yards Ordered Widget will update accordingly. 

·         Multi-Company 

o    If a user switches between companies, their user profile will update to reflect the fact that they are now signed into a different company. 

·         Clock In/Clock Out Report 

o    Vehicles/Driver entries with times outside of the search date range no longer appear on report

•     User Account Switching
  
• Issue related to signing out and back in as another user have been fixed