Updated Articles

  1. Import User

    The option to import system users is available in the Database module. This method provides an efficient way of mass creating user accounts in Navusoft. Once imported, user accounts can be updated from the User Setup and User Profile screens. ...
  2. Import Users (Database) - File Format Logic Updated to Prevent Import Errors (20300)

    Previously, when importing users, the process would fail if the CSV file did not include a header row. The import logic has been updated to require a header row to ensure the file format is validated before processing. Additional file requirement ...
  3. Rate Update Batch (Sales) - Service Changes Posting Despite “Included” Checkbox Being Unchecked (20629)

    An issue has been resolved where rate history updates were applied to sites that were not selected in a Rate Update Batch . In some cases, unselected sites received new start and end dates in rate history even though no rate change was made.  ...
  4. Inventory Management

    Pathway:  Operations > Inventory Management The Inventory Management screen effectively tracks and manages equipment inventory at yards and sites. This screen functions through two grids: an upper grid and a lower grid. The upper grid p...
  5. Inbound / Outbound (Operations) - Calculation Logic Correction for Pounds to Long Ton on Disposal / Ship Records (20056)

    A calculation issue on Disposal Records that caused a discrepancy in the pounds to  long ton conversion has been resolved. ...
  6. Inbound / Outbound (Operations) - Deleting Default Origin Text No Longer Advances to Next Screen (20634)

    An issue that caused the Inbound Order creation screen to automatically advance when the default Origin text was fully deleted has been resolved. Previously, if a user began typing in the Origin field and then deleted the entered text to resta...
  7. Prepayments (Create On Call Order)

    Pathway:  Accounts > Search: Account > Create On Call Order The Prepayment option is a feature that can be used during the creation of an on-call order to collect payment before a service is started. This allows for a seamless and conveni...
  8. Orders, Quotes, and Contracts (Accounts) - Email Service Proposal Subject Not Displaying Correctly (20453)

    When emailing a Service Proposal, the recipient of the email should see the correct keypath data displayed in the subject area of the received email.  This was not displaying correctly and has been fixed. Pathway: Account > Orders, Qu...
  9. Site Inventory (Equipment)

    Pathway:  Account (Customer Service Screen) > Display Inventory > Equipment (tab) Site Inventory keeps track of the equipment and trucks used at a site. Users can use this feature to document equipment additions, removals, and transfers ...
  10. Customer Service (Accounts) - Create On Call Order - Do not load order PO with site PO by default (20154)

    Updated logic for the Create On Call Order process so that the on call order PO number is no longer preloaded with the site PO number upon initial create. Pathway:  Customer Service Screen > Calendar Section > [right-click] Create On...