IDI Platform Version 24.6 Details

(Orders & Customer Care)

Web Sales is an ongoing development effort to provide a complete web-based solution for managing the full scope of front office transactions including billing orders, tendered retail sales and direct invoice transactions. Functional milestones will be deployed over a series of CostGuard software releases where each subsequent release builds on the prior one. This release provides an enhanced user experience for managing registers, including the ability to:

• Select a register to use for POS transactions.
• Perform a float to open a register at the start of a day or shift with the required cash amount.
• View current amounts for each tender type in a register.
• Reconcile expected and actual tender amounts in their registers.
• Clear the currently designated user from a register to make it available for a different user.

See the Web Sales article in the IDI Knowledge Center here: Web Sales

The Bulk Address Validation wizard in the IDI Desktop Client now provides an option to Include Service Addresses. Additional filters for Linked Service Addresses and Service Types are available to help reduce costs incurred when using CoreLogic.

The Account Code Usage Detail optional invoice report now includes totals for number of calls, total length, and total amount for usage.