Ready to deploy to Client Environments

Before deployment, clients are responsible for testing all new functionality and features outlined in the Release Notes within their DEV and TEST environments. 
Once testing is complete and approval is provided, deployment to Production can proceed. Please note that Production deployments cannot be rolled back, so it is essential that clients conduct thorough testing prior to approval.

ver 13.1.21 (2026-SP12)

Changes: Fixed Range attribute type issues.

• Range attributes now use the VB meta-generation path instead of the native path.
• Added localized hints for Range attributes, with and without Step values.

ver 13.1.20 (2026-SP12)

Changes: Added an event binding to allow filtering or replacing frame finish colors.

ver 13.1.19 (2026-SP12)

Changes: Fixed IGUs being dropped during partial (delta) configuration updates.

• Requires FrameConfig 3.0.9+.
• No JSON contract or binding changes.

ver 13.1.17 (2026-SP12)

Changes: Improved logging performance.

• Added warning and trace logging levels.
• Reduced unnecessary per-attribute and per-frame logging.
• Added support for suppressing repeated warnings.
• Improved WebModuleTimer V6Log routing.

ver 13.1.16 (2026-SP11)

Changes: Fixed Range attribute handling and related 500 errors.

• Range attributes are now handled as numeric values instead of list attributes.
• Added Range metadata (from, to, step) and localized hints.
• Added read-active-quote command.
• Fixed requiresItemBom handling and empty quoteItem entries.
• No binding changes required.

ver 13.1.15 (2026-SP12)

Changes: Updated fabrication PO pricing to use dealer line IDs instead of line positions.

• Added unique line id to fabrication PO requests and responses.
• Prevents incorrect price-to-line mapping when quote item order changes.
• Requires 13.1.15 for the complete fabrication flow.

ver 13.1.14 (2026-SP11)

Changes: Improved server-cache thread safety for JSON data.

• Added safe JSON cache helpers using read-only snapshots.
• Updated hardware configuration and custom-option caching.
• Maintains compatibility with older V6 builds.
• No binding changes required.

ver 13.1.13 (2026-SP11)

Changes: Added fabrication purchase order support.

• Added create-fabrication-supplier-quote command for creating and pricing supplier fabrication POs.
• Added fabrication-specific quote bindings.
• Added finish library support for optimizer results.
• Added double-submit protection for fabrication POs.

ver 13.1.12 (2026-SP10)

Changes: Added Multi-Required-Date Orders (MRD) batch support.

• Added quote-item batches with delivery date, customer reference and comments.
• Added per-batch server-side item (SSI) support.
• Added batch-aware order status synchronization.
• Added BOM view processing binding.
• Added configuration to enable V6-linked batches.

v3.0.9 (2026-SP11)

• Macro API 13.1.19+
• V6ADV 1.10.89
• 2026-Sep-01
• Min Dealer Build: 2026-SP12

Changes

• Quote glass selection fixed. Partial writes now include the required quote IGUs, fixing glass selection failures introduced in v3.0.5.
• Regression fix. Suppliers on v3.0.5–v3.0.8 are affected; v3.0.4 and earlier are unaffected.
• No feature gate added; v6VersionMap is unchanged.

v3.0.8 (2026-SP11)

• Macro API 13.1.12+
• V6ADV 1.10.89
• 2026-Aug-06
• Min Dealer Build: 2026-SP11

Changes

• Clearer "Update Quote Defaults" prompt. Improved wording and changed buttons from Cancel / Update to No / Yes.
• Behavior remains unchanged.
• No feature gate added; v6VersionMap is unchanged.

v3.0.7 (2026-SP11)

• Macro API 13.1.12+
• V6ADV 1.10.89
• 2026-Jul-31
• Min Dealer Build: 2026-SP11

Changes

• Supplier quote brief fixed. Replaced removed GetActiveQuoteInfo with GetQuoteOrderStatusV2 for Macro API 13.1.12.
• MRD delivery batches added. V6 contract now includes batches and quoteItemBatchId.
• V1 frame types moved to a hand-maintained module.
• No feature gate added; v6VersionMap is unchanged.

v3.0.6 (2026-SP11)

• Macro API 13.1.9+
• V6ADV 1.10.89
• 2026-Jul-07
• Min Dealer Build: 2026-SP11

Changes

• V6 BOM viewer migrated to the shared <webmodule-table> component.
• UI-only refactor; no contract, macro, or feature-gate changes.

v3.0.5 (2026-SP11)

• Macro API 13.1.9+
• V6ADV 1.10.89
• 2026-Jul-02
• Min Dealer Build: 2026-SP11

Changes

• Partial config writes. Sends only changed attributes instead of the full quote tree, reducing request size and processing.
• Smaller full-write payloads. Server-computed fields are no longer sent back to V6.
• Scenario recorder added for staff/supplier diagnostics.
• Added robustness fixes for partial-write fallback and empty frameData.

Email alerts for new unassigned support tickets

Summary

Suppliers can now receive automatic email alerts when a new support ticket arrives in the supplier portal and has not yet been picked up by anyone. A single catch-all address is set once in Settings, and any new, unassigned ticket sends an alert to that address so the ticket can be actioned promptly.
 

What changed

• Added a new Notification Email field in the supplier portal Settings, under the Email Notifications tab (previously called Purchase Order Recipients, which still holds the purchase order recipients below the new field).
• When a new support ticket is created and has not yet been assigned to anyone, an email alert is sent to that address. The alert includes the ticket subject, the dealership and branch that raised it, who raised it, and a link that opens the support inbox to review and assign the ticket.
• Alerts are optional and self-service: enter an address to turn alerts on, or clear the field to turn them off. No alert is sent while the field is blank.
• Only new, unassigned tickets trigger an alert; a ticket that arrives already assigned does not.

Quote calculations move to their own tab and report section

Summary

Where your supplier provides calculated figures for a quote, such as thermal performance or glazing totals, those figures now have a dedicated place instead of sitting at the bottom of the quote items list. On screen, they appear on a new Quote Calculations tab, and on your quote PDFs, they print as their own clearly headed section.
Quotes whose supplier does not provide these figures are unaffected. No extra tab appears, and no extra section prints.
 

What changed

• Added a new Quote Calculations tab on the quote, positioned just before Terms and Conditions. It shows the same figures, grouped and laid out as before, and now uses the full width of the page.
• The quote items page is no longer crowded by the calculations, leaving more room for the item list itself.
• Quote PDFs now print a Quote Calculations section between the Item Summary and the quote items.
• All calculation groups now print on the PDF. Previously, only the first group appeared, so any further figures your supplier provided were missing from the document.
• Groups containing a large number of figures now wrap onto further rows instead of running off the edge of the page, so nothing is lost from the printed document.
• Supplier text containing characters such as angle brackets now prints correctly instead of being dropped.

PBI 222151

Quote Item Grouping, Batching & Exclude-from-Pricing

Summary

The quote items page now supports grouping (batching) of quote items, per-group attributes, and a first attribute (Exclude from Pricing) that removes a group’s items from pricing, purchase orders, and customer-facing reports while keeping them on the quote. Deleted quote items are also now visible to all users via a show/hide toggle.

This release covers three capabilities:
1. Deleted items are visible to all users.
2. Grouping / batching of quote items.
3. Per-group attributes: currently just Exclude from Pricing, with more attributes planned.
 

1. Deleted items visible to all users

• Quote item deletion remains a soft delete (items are retained, not destroyed).
• The quote items page now includes a Show deleted items / Hide deleted items toggle (in the page gear/configuration menu) that is available to all users, not a restricted subset.
• When shown, deleted items render at the bottom of the list with their existing struck-through styling. They do not participate in pricing, purchase orders, or reports (unchanged behaviour).

2. Grouping / batching of quote items

Users can organise quote items into named groups (also referred to as batches). Groups are a presentation-and-attribute layer over the quote’s items; they do not change what the items are, only how they are organised and (via attributes) how they are treated.
 

Creating a group

• Create a group from any quote item’s actions menu Move to Group New Group.
• The user is prompted for a group name and the group’s attributes (see 3). The item the menu was opened from is placed into the new group immediately.

Moving items between groups

Items can be reassigned in two ways:

• Via the item menu: Move to Group lists the existing groups (the item’s current group is checked), plus Remove from Group and New Group.
• Via drag-and-drop:
  • Drag an item onto a group header to add it to the bottom of that group.
  • Drag an item onto another item inside a group to place it at that position within the group.
  • Drag an item out to the ungrouped list (trunk) to remove it from its group.

Removing an item from a group

• Removing an item from a group (menu Remove from Group, or dragging it to the ungrouped list) moves it to the main trunk (ungrouped). If the group it left was Exclude from Pricing, the item returns to Active and participates in pricing again.

Managing a group (group header actions menu)
Each group header has its own actions menu:

• Edit group: rename the group and change its attributes.
• Move Up / Move Down: reorder the group relative to other groups.
• Delete group: deletes the group only. All its items move to the main trunk (ungrouped) and, if the group was Exclude from Pricing, those items become Active and participate in pricing again. No items are deleted.

Ordering on the quote items page

The page renders in this fixed order:
1. Ungrouped items (the trunk).
2. Groups, each followed by its grouped items.
3. Non-orderable items: server-side/SSI items and the Shipping item (these are always pinned here and cannot be grouped or reordered).
4. Deleted items (only when Show deleted items is on).
Within the groupable region, ungrouped (loose) items always appear before any group; an item cannot sit between or after groups.
 

Persistence & compatibility

• The grouping layout is saved with the quote. Existing quotes open normally: with no saved grouping, every item appears ungrouped, exactly as before.
• Grouping is disabled in read-only / locked quotes (no group button, group menus, or drag).

3. Per-group attributes: Exclude from Pricing

Each group has an attributes set, edited from Create group or Edit group. Today there is a single attribute, Exclude from Pricing; the attribute model is built to grow (additional group properties will be added in future releases).

The Exclude from Pricing switch shows a tooltip explaining its effect:
> Quote Items in this group will not be included in pricing, will not be added to the purchase order, and will not be part of any generated customer reports.
 

What "Exclude from Pricing" does

When a group is marked Exclude from Pricing, every item in that group is set to a new Exclude-from-Pricing state. Those items:

• Do not participate in pricing calculations: they are removed from the quote subtotal, tax, and totals.
• Are not added to Purchase Orders.
• Are not rendered on any generated customer report / document / PDF, and are excluded from datapump exports.
• Remain on the quote and are kept in the database (nothing is deleted).

How excluded items appear to the user

• On the quote items page, an excluded item’s monetary values are shown as zero (extended list price, cost, margin, tax, selling price, etc.). The item, its title, quantity, and group membership remain visible. The group header shows an "Excluded from pricing" badge.
• The item’s real pricing is preserved and remains viewable: opening the item’s Pricing modal shows the actual price information. Only the at-a-glance values on the items page are zeroed.

Changing exclusion

Exclusion is driven entirely by group membership (there is no separate per-item toggle):

• Mark a group Exclude from Pricing and all its items become excluded.
• Unmark the group, move an item out to the trunk or into a non-excluded group, or delete the excluded group and the affected items return to Active and re-enter pricing.

Each of these changes recalculates the quote total in a single save.
 

Behaviour on quote copy

• When a quote is duplicated/copied, excluded items are not carried over (only active items copy). The copied quote’s grouping reconciles automatically so it never references the dropped items.

User-experience walkthrough

1. On the quote items page, open the actions menu on any item Move to Group New Group. Name the group, and optionally switch on Exclude from Pricing (hover the switch for the tooltip). The item moves into the new group.
2. Drag other items onto the group header (or use Move to Group) to batch them together.
3. The group renders as a header row with an item count, followed by its items. If excluded, the header shows the Excluded from pricing badge and the grouped items show zero monetary values; the quote total drops accordingly.
4. Click an excluded item’s Pricing option to confirm its real prices are intact.
5. Use the group header menu to Edit, Move Up / Move Down, or Delete the group. Deleting returns its items to the ungrouped trunk and back into pricing.
6. Toggle Show deleted items to view soft-deleted items at the bottom of the list.
 

Notes & limitations

• Exclusion is a property of the group, not of individual items. To exclude a single item, place it in an excluded group.
• Non-orderable items (server-side/SSI, Shipping) cannot be grouped and are always pinned below the groups.
• Touch drag onto a group header is not supported on touch devices. Use Move to Group from the menu instead.
• The attribute set is intentionally extensible. Exclude from Pricing is the first of more group attributes to come.

Quote Items Summary Page Layout Changes

Summary

The Quote Items summary page has been restructured to declutter the area above the table, consolidate actions into the tab action bar, and surface pricing information through a dedicated drawer. The table footer now provides a clearer two-row summary, and a long-standing focus-trap crash and a submenu crash have been fixed.
 

What changed

Header / tab action bar

• Removed the Products header row and the standalone settings gear that sat above the table.
• Added a Settings button (gear icon + label) to the Quote Items tab action bar. It drives the table column/display configuration that the gear previously controlled.
• Added a Pricing summary button to the tab action bar showing a coins icon and the live quote total. Clicking it opens the new pricing summary drawer.

Pricing summary drawer

• Pricing summary information that previously lived in the inline quote-items-summary block now appears in an end-placed drawer.
• The price-adjustment modal can be launched directly from the drawer’s header action.
• While the price-adjustment modal is open, the drawer’s focus trap is suspended to prevent a focus-trap recursion error.

Table footer summary rows

• The table footer now renders two summary rows:
  • Items Total: the existing per-column totals (ext list, cost, adjustments, tax, selling price).
  • Quote Total: a new second row showing the overall gross quote total.
• The price-adjustment action button now lives in the footer summary row’s menu cell.
• The Quote Total value is clickable and opens the pricing summary drawer.

Quote item row menu

• Renamed the deleted-item Undelete action to Restore and updated it to use a restore icon (fas-trash-arrow-up).

Group assignment from the Configuration page (plus custom-item & supplier-pricing fixes)

Summary

This release builds on the quote item grouping / exclude-from-pricing feature. Items can now be assigned to a group (or a new group created) directly from the item Configuration page. Custom (engineered-to-order) items that are excluded from pricing now open in the correct editor, and supplier-generated pricing is recalculated when an item’s pricing inclusion changes.
 

Assign or create a group from the Configuration page

• The item Configuration (frame editor) properties panel now includes a Group field, in addition to the existing item-menu and drag-and-drop methods on the quote items page.
• From it, the user can:
  • Select an existing group.
  • Clear the field (the clear button) to move the item back to the ungrouped trunk.
  • Type a new group name and choose "Create group " to create the group on the fly.
• The field shows the placeholder Select or type to create when no group is assigned, and No groups created yet when the quote has no groups.
• The group assignment is applied when the item is saved (together with the item’s other changes), not mid-edit. The field is disabled in read-only / locked quotes.

Custom (engineered-to-order) items excluded from pricing

• A custom / engineered-to-order item moved into an Exclude from Pricing group now opens its custom-item view, the same as when it is included in pricing. Previously, for a supplier login, such an item opened as a support ticket.
• Only deleted custom items render the support-request view.

Supplier pricing recalculated when inclusion changes

• When an item moves between an exclude-from-pricing group and a normal group, the supplier (V6) pricing flow re-runs so supplier-generated items (shipping and supplier-created specials) are created or removed to match the new set of priced items, keeping the supplier quote and shipping in step.

Linking items to a support request reflects groups

• The Link Quote Items To Support Request selector now shows the same group headers, item numbering, and type-to-filter as the quote items page, and correctly includes items that are excluded from pricing.

Table component migration (new)

Summary

The site’s data tables are being migrated from the legacy lit-table to a new shadow-DOM component with a DataTableWrapper base class. Migrated tables keep their data, sorting, filtering, and paging, and gain a sticky header with a single scrollbar, brand-matched colours, and a consistent sort indicator.
 

What changed

• Added the component and DataTableWrapper base class. Migrated tables include Quote Items, Quote / Purchase Order / Quote-summary lists, Support inbox, Project document & resource views, Clients, Dealership Branches, Buy-In Items (stock), and the delivery-pipeline dashboard widget.
• Sortable columns now show a persistent dual-arrow indicator with the active sort direction highlighted (restores the old table’s behaviour).
• Quote Items: grouped rows include a group "…" menu pinned to the visible right edge. Tag and legend icons now render in their colours inside the shadow DOM (new webmodule-icon colour attribute).
• Tooltips: the white tooltip (dark text, subtle border, no arrow) is now the component default.
• Paginator colours now follow the site brand, with no drop shadow.
• Support inbox: Last Modified now shows the elapsed time with the user on a second italic line.
• Added keyboard accessibility for sorting and for collapsing / expanding groups.

New tabbed page layout across the portals

Summary

The tabbed pages across the Dealer and Supplier portals have been rebuilt on a new tab control that matches the current site design. Navigation, deep links, and per-tab actions behave as before; the tabs now share a consistent look, follow the environment colour, and scroll more cleanly. This release also adds per-user display preferences and refreshes the Purchase Order editor.
 

What changed

Refreshed tabbed pages

• The Quotes, Projects, Purchase Orders, Support Inbox, Clients, and Settings pages, and the Quote, Project, Client, Purchase Order, Contact, Pricing Metric, and Terms & Conditions editors, now use the new tab layout.
• The Supplier portal Settings, Support Inbox, and Dealers pages use the same layout.
• Tabs match the site styling, and the tab colour follows the environment so test and production stay visually distinct.

Personal display preferences

• A new Preferences option in the user menu lets each user set their own defaults:
  • Rows per page for tables (10, 25, 50, or 100).
  • Tab placement (across the top or down the side).
  • Tab style (classic or chip).
• Changes apply immediately and are remembered for that user across sessions.

Purchase Order editor

• The Purchase Order items list now uses the new site table.
• The net pricing summary moved into a slide-out drawer with the order total shown as a button, and the order total now aggregates in the table footer.

Layout and scrolling fixes

• Scrolling inside tabbed pages has been improved with sticky table headers and pinned paginators, and stray double scrollbars and empty space have been removed across both portals.

Long values in tables now fade and scroll instead of wrapping

Summary

Across the Dealer and Supplier portals, list and summary tables now keep a long text value on a single line that fades softly at its edge when there is more to see. Previously, such values wrapped onto several lines, making rows taller and harder to scan.
 

What changed

• Columns that can carry long text (names, titles, references, email addresses, and physical addresses) now show their value on one line. When a value is too long for the column, it fades out at the edge to signal there is more to read.
• You can reveal the hidden part of a value without changing anything else. Click and drag the value left or right inside the cell to slide it across, or select the cell and use the arrow keys. The fade moves to whichever side still has more text.
• Rows now keep a consistent, compact height, so tables are quicker to scan, while the full value stays only a small scroll away when you need it.
• The behaviour is applied automatically to the relevant columns, so there is nothing to turn on.

PBI 225293

4

Delivery Pipeline Enhancements

We have improved the Delivery Pipeline experience to make it easier to access and manage delivery information.

What’s New

• The Delivery Pipeline is now available in its own dedicated tab for quicker access and a more streamlined dashboard experience.
• Filtering has been standardised across dashboards, providing a more consistent and intuitive way to find information.

Benefits

• Easier navigation and access to delivery information.
• A cleaner, more organised user experience.
• Faster and more consistent filtering across the application.

PBI 227459

5

Email Notification - added extra details

Support Ticket and Custom Item Ticket notification emails now identify the dealership, branch, and quote that each ticket relates to, so recipients can see at a glance which record is affected. 

Supplier recipients also receive secure bridging links that open the referenced content directly in the supplier portal.

PBI 228281

Copy Quote Item Notes Between Client and Manufacturer

What's New

You can now copy a quote item note from Client to Manufacturer (or the other way around) in one save, without opening both note editors.
When you edit Notes to Client or Notes to Manufacturer, an optional checkbox lets you share the same text with the other note at save time. Hovering a note button also previews the current text so you can review it without opening the editor.

What's Changed

Copy a note to Client or Manufacturer when you save

When you edit an existing quote item note (and the quote is not read-only), a copy checkbox is available:

Notes to Client

• Checkbox :  Copy this note to Manufacturer

• Helper text : Check this to share the same note with the Manufacturer. Please note: this will replace any note the Manufacturer currently has.

Notes to Manufacturer

• Checkbox :  Copy this note to Client

• Helper text : Check this to share the same note with the Client. Please note: this will replace any note the Client currently has.

Confirmation appears only when the other note already has text

If you select the copy option and the other note already has content, you are asked to confirm before the overwrite happens:

Copy to Manufacturer

• Title: Copy note to Manufacturer? 
• Message: This will replace the Manufacturer's current note with this one. Are you sure you want to continue?

Copy to Client

• Title: Copy note to Client? 
• Message: This will replace the Client's current note with this one. Are you sure you want to continue?

Select Continue to copy the note and save. Select Cancel to leave the editor open (nothing is saved).
If the other note is empty, no confirmation is shown. The copy still happens when you click Update.
 

Copy is one-way and one-shot

This is a copy at save time, not an ongoing link:

• Client → Manufacturer, or Manufacturer → Client (depending on which checkbox you used)
• Later edits to either note remain independent and do not update the other
• To copy again, select the checkbox again on a later edit

Hover a note button to preview the current text

If a note already has content, hovering or focusing its button shows a preview popup with the note title and the current text.

• Empty notes have no preview
• Long notes scroll inside the preview
• Press Escape to dismiss the preview

This lets you see what is already there before you open the editor.
 

Good to Know

• Copying is optional. Existing note editing is unchanged unless you select the copy checkbox and click Update.
• The copy checkbox is not shown when the quote item is read-only (view-only).
• Copy replaces the other note entirely. It does not append or merge text.
• You still need to save the quote after updating notes, the same as before.
• Client notes still appear on quote reports. Manufacturer notes still appear on quote and purchase-order reports, and are still added to V6 when the purchase order is issued.

Where You'll See This

• Dealer Portal → Quotes → quote item Properties → Notes to Client / Notes to Manufacturer (hover preview and copy checkbox)
• Dealer Portal → Quotes → Engineered-to-Order item notes (same preview and copy behavior)

PBI 228284

Improved Update Quote Defaults Popup

What's New

We have improved the Update Quote Defaults popup that appears when you change a Default Product Attribute on a quote item. The messaging is now clearer, and the actions are simpler to understand.

What's Changed

Clearer messaging

The popup now clearly explains that you are changing a Default Product Attribute and asks whether you want this to become the default for any products added to the quote afterwards.
As before, the attribute name and your selected value are shown dynamically, so you always know exactly what is being updated.
 

Simpler action buttons

The buttons have been renamed to make your choice more intuitive:

Previously, these buttons were labelled Update and Cancel.
 

Removed clutter

Removed the note that directed you to the Defaults page to keep the popup focused and easier to read.
 

Good to Know

• Existing products on your quote are not changed by this popup. It only affects products you add afterwards. (This behaviour is unchanged.)
• This is a display and wording update only. There are no changes to pricing, calculations, or how your quotes are configured.

Where You'll See This

Dealer Portal → Quote → edit a frame/item → change a Default Product Attribute after it has already been set once on that quote.

PBI 228602

Custom Item Upload Tiles

The Custom Item Thumbnail and Shop Drawing upload areas have been enhanced to provide a more consistent and user-friendly experience.

Supplier Experience

• Improved alignment and a consistent layout between Thumbnail and Shop Drawing upload tiles.
• Empty Thumbnail tiles now clearly display upload guidance instead of a blank placeholder.
• Files can be uploaded using either Choose File or Paste.
• Enhanced clipboard support for pasted screenshots and copied images.
• Clear error messaging is displayed when unsupported content is pasted.
• Clicking an upload tile now provides visual focus and paste guidance without opening the file browser.
• Right-click menus have been streamlined to show only relevant upload options.
• Shop Drawings now support paste functionality and continue to accept all supported file types.
• Existing file limits and duplicate file validation remain unchanged.

Additional Improvements

The upload component changes have also been applied to:

• Branding Logo Uploads, with updated right-click upload options and consistent action bar sizing.
• Support Ticket Attachments, with improved upload handling, paste functionality, and layout consistency while maintaining existing attachment behaviour.

These updates improve usability, accessibility, and consistency across file upload experiences within the application.

PBI 228794

Edit and Save Nested Frame Descriptions

On the Frame Configurator, you can now edit and save the descriptions of nested frames.

PBI 229050

Improved Dealer Network Page Performance and Loading

The Dealer Network page in the Supplier portal now loads smoothly. A loading indicator is displayed while your dealership network is retrieved, the page stays responsive so you can keep working, and large dealer networks load noticeably faster.

PBI 229940

Branch Deactivation

What's New

You can now deactivate a branch so it is no longer used for day-to-day work, without deleting it or its history.

Authorized administrators (Staff Admin, Cyncly Staff, and supplier support) can turn a location off when it should no longer appear in everyday branch lists. Deactivated branches stay in Settings so they can be reviewed or reactivated later.

What's Changed

Deactivate or reactivate a branch from Settings : 

When you edit an existing branch, a Deactivate branch switch is available. New branches always start active, so the switch is not shown while creating a branch.

If you change the switch and save, you are asked to confirm:

Deactivate :

Title: Deactivate branch

Message: Are you sure you want to deactivate this branch? Deactivated branches are hidden from users.

Activate :

Title: Activate branch

Message: Are you sure you want to activate this branch?

The confirmation appears only when the active/deactivated state changes. Editing other details (name, address, and so on) does not prompt. Canceling leaves the branch as it was.

The branch list now shows a Branch Status of Active or Deactivated. Deactivated branches remain on this list so they can be opened and reactivated.

Deactivated branches leave everyday dealer lists :

For ordinary dealer users (including Branch Admin), a deactivated branch no longer appears in:

• The branch switcher
• Dashboards and other "pick a branch" lists
• Staff assignment as a new assignment

If you were working in a branch that an administrator deactivated, and another branch is available, you are moved to the next available branch and notified once:

The branch you were working on has been deactivated by an administrator. We've switched you to the next available branch. You can manually switch to your preferred branch anytime.

If you have no remaining available branch, you are taken to a No branches available page. Pages that need a working branch remain locked until access is restored. Staff Admin and support can open Settings from that page to reactivate a branch.

Existing work stays, but dealer access follows available branches :

Quotes, projects, and purchase orders on a deactivated branch are not deleted. They follow the branch you can currently use:

• These items no longer appear in lists once you are no longer on that branch.
• Opening an item is blocked for ordinary dealer users, with: This [item] is not part of your available branches.

Cyncly Staff and supplier agents can still open that work (after the usual cross-branch confirmation if they are not already on that branch).

Support users still see deactivated branches, clearly marked :

Cyncly Staff and supplier agents can still select a deactivated branch in the branch switcher. It is shown in a warning/danger color and labeled (Deactivated) so it is not mistaken for an everyday location.

On the Staff page, a deactivated branch cannot be chosen as a new assignment. If someone is already assigned to it, that assignment stays visible as a disabled selection so it is not silently lost.

Supplier directory no longer offers deactivated branches for new work :

In the supplier Dealer Network directory, a deactivated branch is not offered as a place to start new work (for example, Login to Branch). If every branch of a dealership is deactivated, that dealership is hidden from that directory.

In-flight support tickets, email deep links, and existing logins continue to work.

Staff page shows Unassigned when there is no valid branch :

On the Staff page, if a staff member's branch is missing, blank, empty, or does not match a current branch, the Branch column now shows Unassigned.

This makes it easier to find people who still need a branch assignment, for example, before deactivating a location.

Good to Know

• Deactivating does not delete a branch or its quotes, projects, or purchase orders. It only hides the location from everyday use.
• At least one branch must remain active. You cannot deactivate the last active branch.
• You cannot deactivate a branch while active users are assigned only to that branch. Reassign them first. People with access to multiple branches, all-branches access, or inactive logins do not block this.
• Branch Admin can see deactivated branches in Settings but cannot change the switch.
• Other branch details remain editable after deactivation.
• You do not need to sign in again for the change to take effect for other people who are already signed in.
• Historical branch names and license attribution still use the full branch list.

Where You'll See This

PBI 230090

Fabrication Purchase Order Supplier Submission

A fabrication purchase order can now be sent to its supplier directly from the purchase order screen.

Material lines are priced by the supplier’s V6 as a real supplier quote, and the order moves from Draft to Issuing to Issued, recording the supplier’s reference, order total, per-line prices, delivery date, and lead time.

Supplier-side status is then kept up to date automatically. If the order cannot be placed, it returns to Draft and the dealer is emailed.

Requires V6 macros 13.1.15 or later. Suppliers below that version cannot be sent fabrication orders, and the fabrication optimizer is gated at the same version.

PBI 228571

Multi-Required Date (MRD) orders require V6 Frame Config 13.1.12 or later.

This release replaces the purchase order status pull (`get-basic-quote-info`) with `get-quote-order-status-v2`. The new command returns delivery batches and per-item status alongside every header field the previous command supplied.

This is a deliberate hard cutover with no fallback. A system upgrade moves the UI, server, and macros together, so 13.1.12 is a hard minimum for all suppliers once this release is deployed.

Suppliers still below 13.1.12 will stop receiving purchase order status updates (supplier reference, delivery and closed dates, shipping lead time, and order status). No data is lost. The condition is logged as an error against that supplier, and status updates resume automatically once the supplier is upgraded. Other suppliers are unaffected.

Delivery batching stays opt-in per supplier through the `quote.batches.v6-linked.enabled` custom option. The 13.1.12 requirement applies either way because the new command is a strict superset: with batching disabled, it reports no batches while still returning the header and per-item state.

PBI 229232

Docker setup

WebModule environments can now be provisioned as a fully containerized stack. This makes standing up a complete WebModule installation faster and more consistent, and reduces configuration differences between environments. There are no changes to existing WebModule functionality or user workflows.

PBI 229820

Enhanced visibility for option and attribute descriptions 

To improve usability on the Item Configuration page, users can now hover over option and attribute descriptions to view the full text when it is too long to display within the column.

Issued quote count does not match quotes on list page

The quote count shown in brackets on each quote list tab now matches the quotes listed below it.
The count respects the All Quotes or My Quotes selection and stays up to date when a quote is deleted, its status changes, it is reassigned to another user, or it lapses.

QA regression testing summary

Completed manual regression testing on the sprint cut to validate core functionality and identify potential regressions prior to release.
Areas covered:
 

• Projects – Creation, editing, management workflows, status updates, and data validation.
• Quotes – Quote creation, editing, pricing validation, workflow processing, and associated functionality.
• Purchase Orders – Purchase order creation, editing, processing workflows, status updates, and related business rules.
• Dashboard – Dashboard functionality, navigation, and data presentation.
• Support Tickets – Ticket creation, updates, status changes, and related workflows.
• Custom Items – Custom item functionality, configuration, and associated processes.
• Dealer Settings – Dealer configuration options, preferences, and administrative settings.
• Supplier Settings – Supplier configuration, management options, and associated administrative functionality.

Also prepared a video demonstration of automated test script progress, showcasing current automation coverage, framework capabilities, and recent developments to support team visibility and future testing initiatives.
The regression suite focused on confirming that existing functionality remained stable following sprint changes, with results documented and defects raised where required.

Test Tenant Data Sanitization Tool (Interim)

A console tool for staff to sanitize test environments: it removes dealer data for one tenant with referential integrity, covering clients, branches, franchisees and whole quote trees (quote, project, purchase order and fabrication records) from the tenant database together with the matching blob storage. It signs in to the license server, lists deployments and their tenants, and acts only on the tenant chosen there. Every run is a dry run that prints a full manifest until the operator passes --execute and types the confirmation phrase; deletes run child to parent in one transaction, blobs are removed only after that transaction commits, and each run writes a timestamped manifest to disk. A production guard refuses to start against a known production address. Supporting license-server endpoints were added so that removing a branch or a tenant also strips the matching login claims and flushes cached configuration.

Status: work in progress. This is not a finished or supported piece of work. It has been used successfully against test tenants, but the branch and franchisee purge menus were never split as intended, the license server and Franchisee service still need a redeploy for the cleanup endpoints to take effect in test, and the deletion graph is maintained by hand. That last point is the important one: the tool cannot tell a table missing from its graph apart from a table absent on an older environment, so a gap is silent and rows are left behind. 230432 is one such case.

Superseded. The work is being absorbed into the tenant migration tool now under way, which pins the tool and the database to one exact schema version and derives the same deletion and copy graph from the EF model rather than a hand-written list. Treat this as an interim aid for test environments only, and do not build on it.