In Review

In Progress

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Main Roadmap

This would allow the cart to contain accessories that are mutually exclusive. For example, two or more bike racks can be added to the cart and in a single order.

Orders

Retail

Allow Multiple Mutually-Exclusive Accessories in Cart

Insignia Group Design Team

Request to display customer's information at the top of the page when the cart is printed on retail and admin.

Display Customer Information on Top of Printed Cart

This would allow dealers to edit codes.

Catalog Settings

Add / Edit OEM Codes

Should add new tabs on the builder/Visualization page for appearance, safety, convenience. This would make it easier for salespeople to go over those types of accessories and to find them.

Accessories

Enhancement of Builder/Visualization

Brent Totten

The orders card displays all orders, including fulfilled orders. These should go away after a certain amount of days.

Clear Dashboard of Fulfilled Orders After a Certain Time

Give the option to default to either the F&amp;I copy or the customer copy when printing an order from admin.

Order Print - Default Copy

Ability to see number of accessories sold by user, total and per order.

Reports

Staff Performance Report - Show Number of Accessories Sold

While logged into admin, if a user browses to a product detail page and spots an error, they can click on "report issue" and launch the feedback form from modal within the product detail page.Suggested by Jessica Young 3/12/24.

Launch Feedback Form from product

This would remove internal staff from the notifications screen that appears when making changes to an order. Instead of having to select who gets notified, users that elected to receive notifications will be notified (status change, notes, discount, etc.). When leaving a note, user can still choose to notify customer or keep it private.

Order Notifications Set Up by Each User

Add a line chart (similar to Sales card on Sales report) to view trend for accessories views, vehicles views, and registrations

See Trend Line on Reports

User can create packages with multiple accessories. The package would represent a group of accessories. Each accessory would be linked to the package and the user can set a price for the whole package.

Create Packages

Removes the need to scroll all the way back up to view vehicle. Alternatively, we can add a “Back to Top” button.

Vehicle sticks to the top

Can we get the ability to allow only my F&amp;I team and desk to submit orders. We would like sales people to only have the ability to save orders but not submit.