Patheon R45 Release Notes
Patheon release 45 includes the following enhancements:
- Sites can now, optionally, provide active TBAR wash plan members the ability to upgrade or downgrade their plan from the EWA.
- Sites can now apply a discount to an active wash plan subscription. Sites can use this to resolve a customer service issue by issuing a $0 renewal period, for example.
- The tunnel entrance terminal now supports the ability to edit a vehicle's saved retracts. Important: This function is not available from a cashier terminal or Patheon Portal.
- The ability to add or remove a vehicle from an existing house account in Patheon Portal is enhanced to make it simpler and quicker.
- The tunnel entrance terminal's Wash Queue panel now includes an Update Vehicle Picture function that assigns the current vehicle picture as the saved vehicle picture. When the Update Vehicle Picture function is used, the function is replaced with a Rollback function that will revert the vehicle picture to its previous picture (including no picture if that's what it was previously set to).
- Employee permissions for customer management at point of sale terminals is enhanced to now include: Customer account access, Discontinue plans, Reactivate plans, Suspend plans, and Terminate plans. Important: Sites should review custom employee user roles to verify point-of-sale staff have all necessary permissions after this update.
- Employee permissions for cash balance management at point of sale terminals is enhanced to now include: Cash balance access. Important: Sites should review custom employee user roles to verify point-of-sale staff have all necessary permissions after this update.
- The Bank Deposits report now includes the ability to include totals.
- General bug fixes.
Specifications
Specification |
Value |
Name |
R45 |
Release Type |
Full |
Version |
1.46.x |
Availability
Release updates are deployed on a rolling schedule, first to an organization's cloud configuration, followed by each site's local configuration, based on time zone.
Eastern Time + Mountain Time
Availability Type |
Date |
Cloud |
081924 |
Site |
082024 |
Central Time + Pacific Time
Availability Type |
Date |
Cloud |
081924 |
Site |
082124 |
Enhancements
Employees
Employee permissions for customer management at point of sale terminals is enhanced
- Point-of-sale customer permissions now include: Customer account access (None, View, Edit), Discountinue plans (None, Edit), Reactivate plans (None, Edit), Suspend plans (None, Edit), and Terminate plans (None, Edit).
Employee permissions for cash balance management at point of sale terminals is enhanced
- Employee permissions for cash balance management at point of sale terminals is enhanced to now include: Cash balance access (None, Edit). This permission controls an employee role's ability to access (and record cash balance amounts) the Cash Balance panel at a point of sale terminal.
House Accounts
The ability to add or remove a vehicle from an existing house account in Patheon Portal is enhanced
- The ability to add or remove a vehicle from an existing house account in Patheon Portal is enhanced.
POS - Tunnel Entrance
The tunnel entrance terminal now supports the ability to edit a vehicle's saved retracts
- Tunnel entrance staff can now look up a customer and then edit (add or remove) the retracts assigned to their vehicle with the new . functionImportant: This function is not available from a cashier terminal or Patheon Portal.
The tunnel entrance terminal's Wash Queue panel now includes an Update Vehicle Picture function that assigns the current vehicle picture as the saved vehicle picture
- The tunnel entrance terminal's Wash Queue panel now includes an Update Vehicle Picture function that assigns the current vehicle picture as the saved vehicle picture. When the Update Vehicle Picture function is used, the function is replaced with a Rollback function that will revert the vehicle picture to its previous picture (including no picture if that's what it was previously set to). Note: An employee must belong to an employee role that includes edit customer permission and edit vehicle queue permission.
Reports
The Bank Deposits report now includes the ability to include totals
- A SHOW TOTALS parameter is available to display or suppress totals for each date when generating the Bank Deposits report.
Wash Subscriptions
Wash plan members can now upgrade or downgrade Time-Based Automatics Reload (TBAR) plans from the EWA
- Sites can enable or disable (in Patheon Portal) the ability of customers to upgrade/downgrade their TBAR wash plans on the EWA. When enabled, a Change Plan option is added to the EWA menu; when disabled, the option is removed from the menu.
- When downgrading, the customer is issued a prorated refund; when upgrading, the customer is immediately charged the difference.
Sites can now create and provide a manually-applied discount to an existing wash plan member's subscription renewal(s) to help resolve customer service issues
- Use these steps to create and configure a discount that can be manually applied to an active wash subscription plan. Active wash plan discounts can be configured as a fixed value (for example, a $0 renewal discount) or multi-tiered values (for example, a 50% discount for the next renewal, followed by a 25% discount for the renewal after that, and then a 10% discount for the renewal after that).
- The discount can be manually applied for a customer from Patheon Portal or a cashier terminal.