Content Management Enhancements
With this update, we wanted to take a deeper dive into what it means to manage a record in Profit Rhino. Our first approach didn’t encompass all our goals, like managing cost sourcing, categories and cross-sell/upsells. We used this opportunity to make the matching and updating system more robust to allow users to keep the tasks and parts managed, while still being able to add or update records for day-to-day use.
Now, without unlinking a task, you can:
Add or alter categories
Add or alter task category assignments
Customize the cross-sells and upsells to a task
Add or alter commissions and general ledger codes.
Add or alter Images
Updating or adjusting these field will not unlink your task. With every update, your content will stay Rhino Managed, and it will keep your above customizations.
Update Cost by Product Line
When you use the Update Cost by Product Line button to bulk increase/decrease your parts cost, all the parts in that product line will be switched from Rhino Managed to Contractor Managed for your convenience
Other noted changes:
Tasks without parts will now sync to Field Edge as a fixed price task so it will match in both systems
Add-on durations can now be altered while the addon is inactive within the task
Updated logic for cross-sell, upsell, images and category task assignments
Fixed tax pricing discrepancies by extending the math to handle three (3) decimal places
Service Fusion export updates
Aroflo export added (Australia)