Feedback
Changelog

Have an idea for a new feature?

Tell Insignia Group how they could make the product more useful to you.

Add Ability to Create Custom Accessories During Presentation

Can we add a feature that allows users to create and add a custom accessory during the presentation process, even if the accessory is not currently in the catalog? Our previous system included a “miscellaneous” accessory option, which allowed us to add items on the spot with a custom description and price. This made it easy to accommodate customer request for accessories that were not in our catalog. For example, if we sell a Toyota Tundra and the customer wants to add power running boards that are not offered by the manufacturer or listed in the catalog, we should be able to create the accessory, assign a price, and include it in the deal immediately. This would allow us to sell the accessory during the presentation and source the product afterwards. This functionality can improve flexibility and may prevent delays caused by catalog limitations. It would be very helpful across our 8 locations, as salespeople are frequently asked about custom accessories and whether that option is available.

Alan Garcia 13 days ago

Restyler Pricing option for Outsourced Installed Accessories

Dealers would like to build custom accessories that they outsource to Restylers and still show the profit report in their system. They would like the option to price the accessory with a 0 profit to parts and service. This would mean that the sales team gets the profit and pays commission from that. The idea is to be able to price it as a restyler accessory. The dealer will build the accessory and sets the ‘Cost’ to Parts and/OR Sales (and bypass other departments). They would also need the option to add profit splits between departments when they include one or all. Basically the fields would be: List (Retail) Price; Cost; “Do you send this to a restyler for installation? If yes, choose the department that receives credit.” (checkboxes); Labor breakdown (same as it is now) Please let me know if you need more details.

Betty Sales 13 days ago

Restrict Sales Managers' ability to create or modify logins including their own.

Sales managers can change roles and permissions, including their own. While Sales Mgrs credentials don't allow for changing pricing directly, they DO allow for changing roles and permissions. They can access their own credentials to change pricing by going to Roles and Permissions and checking the box. We need to adjust these settings so Sales Managers are only able to adjust Roles and Permissions for associates below their level.

Hermione Granger 7 months ago

Planned

Add/Remove Installation on Existing Order

It would be nice if Parts Admins could edit all parts/labor on orders. Often times customers change their mind or want to add/remove labor for items. Especially when there are different options of the same type of accessory and they picked the wrong one so then you have to create a whole new order to make it correct. Parts admins should be able to completely edit parts on orders. It would cut down on mistakes and also give the ability to add more accessories when the customers makes contact with the Parts Department.

Jeremy Moya Over 1 year ago

1