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Updating release notes and adding integrations page
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orteez committed Dec 9, 2024
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4 changes: 4 additions & 0 deletions site/rover/business-suite/README.md
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Expand Up @@ -28,4 +28,8 @@ Rover Hub is a web based interface you can use to allow your users to perform th

<iframe width="560" height="315" src="https://www.youtube.com/embed/SszwMRa588Y" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

## Integrations

[Integrations](integrations/README.md)

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# Integrations

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## Rover Web Modules

[Rover POS](pos/README.md)

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# Rover POS

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## Validation Codes

These validation codes are used to determine which section of POS triggered an API call to validate the current sales order.

| Code | Description |
| ------------------- | ------------------------------------------- |
| CUSTOMER_SELECTED | Selecting a customer to create a new order. |
| ORDER_INFO_SELECTED | Navigating to the order information section |
| EDIT_ORDER | Selecting an order to edit. |
| PARTS_SELECTED | Navigating to the parts sections. |
| DRAFT_ORDER | Selecting a draft order to edit. |
| LIS_ITEM | Add/Edit/Remove a part from the cart. |
| SHIP_SEQ | Selecting a new shipping address |

Additionally, support for specific fields in the Order Information section can trigger a validation if the field has a defined FDICT and has `web_validate` flag enabled.

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52 changes: 27 additions & 25 deletions site/rover/release-notes/web/2-0-0/README.md
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Expand Up @@ -9,32 +9,34 @@ These are the release notes for version 2.0.0 (12/3/2024) of the Rover Web appli
## New Features

- **Rover Web**
- **Rover AI Assistant**
- The Rover AI Assistant is now available for Enterprise subscribers who utilize Rover BI. AI Assistant is an end-to-end ERP assistant, able to answer questions about the business and also take instruction to perform a myriad of business actions.
![Rover AI Assistant](./rover-ai.gif)
- **Point of Sale**
- Custom Part Inventory Lookup tables now support sorting and filtering.
![POS INV Lookup Filters](./pos-inv-lookup-filter.gif)
- Custom subtotaling has been added to the POS cart summary view, allowing for integration specific subtotal items such as freight, handling charges, etc to be displayed to the user.
> Note: Currently only supported by select ERPs.
- Ability to auto-save orders as draft has been added to the user settings.
- ![POS Auto Save Toggle](./pos-auto-save-toggle.png)
> Note: This option is only available if draft orders are enabled in `MRK.CONTROL`
- **Customer Inquiry**
- The Opportunities table has been updated to fetch results in smaller batches to improve performance and reliability.
![Opportunities Lazy Load](./opportunities-lazy-load.gif)
- Improvements to new opportunity creation from within Customer Inquiry. New opportunites are created without leaving the currently selected customer. Newly created opportunities are immediately reflected in the opportunities table.
- **Production Scheduling**
- There is now an option in `WO.CONTROL` to choose the layout of the scheduling tab in Production Scheduling. The Gantt chart can now be displayed at the top or bottom of the screen.
- Also in `WO.CONTROL` there are now settings to allow for custom colors to be applied to Gantt chart items based on the status of the parent Work Order.
![Gantt Chart Colors](./chart-status-colors.png)

- **Rover AI Assistant**
- The Rover AI Assistant is now available for Enterprise subscribers who utilize Rover BI. AI Assistant is an end-to-end ERP assistant, able to answer questions about the business and also take instruction to perform a myriad of business actions.
![Rover AI Assistant](./rover-ai.gif)
- **Point of Sale**
- Custom Part Inventory Lookup tables now support sorting and filtering.
![POS INV Lookup Filters](./pos-inv-lookup-filter.gif)
- Custom subtotaling has been added to the POS cart summary view, allowing for integration specific subtotal items such as freight, handling charges, etc to be displayed to the user.
> Note: Currently only supported by select ERPs.
- Ability to auto-save orders as draft has been added to the user settings.
- ![POS Auto Save Toggle](./pos-auto-save-toggle.png)
> Note: This option is only available if draft orders are enabled in `MRK.CONTROL`
- Input fields in the Order additional information section enhancements:
- Ability to show field as a toggle has been added. Enable by setting FDICT `boolean` flag.
- Ability to validate fields when input has changed has been added. Enable by setting FDICT `web_validate` flag.
- Order validation codes have been updated. To view changes navigate to [POS integrations page](../../../business-suite/integrations/pos/README.md#validation-codes).
- **Customer Inquiry**
- The Opportunities table has been updated to fetch results in smaller batches to improve performance and reliability.
![Opportunities Lazy Load](./opportunities-lazy-load.gif)
- Improvements to new opportunity creation from within Customer Inquiry. New opportunities are created without leaving the currently selected customer. Newly created opportunities are immediately reflected in the opportunities table.
- **Production Scheduling**
- There is now an option in `WO.CONTROL` to choose the layout of the scheduling tab in Production Scheduling. The Gantt chart can now be displayed at the top or bottom of the screen.
- Also in `WO.CONTROL` there are now settings to allow for custom colors to be applied to Gantt chart items based on the status of the parent Work Order.
![Gantt Chart Colors](./chart-status-colors.png)

## Bug Fixes

- **Rover Web**
**General**
- Errors during customer search operations are now displayed to the user.
**Point of Sale**
- When an error occurs during a customer search in POS, the search result list is now cleared.

- **General**
- Errors during customer search operations are now displayed to the user.
- **Point of Sale**
- When an error occurs during a customer search in POS, the search result list is now cleared.

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