TOP updates ✨

▪️Redesign of Vehicle module filters

▪️Trade-in estimation list accessible to all users

▪️Scheduling a delivery for a vehicle not linked to an order

Full list of updates

Vehicles

🔍 Redesign of Vehicle module filters

The vehicle list filter panel has been completely redesigned to improve clarity and speed of use.

What's changing:

• Filters always visible: filters are displayed by default when opening the Vehicles module.
• Key filters highlighted: vehicle type (VN, VD, VO…) and statuses are now displayed directly below the search bar, accessible in one click without opening a menu. By default, vehicles in the sales stock are displayed.
• Frequently used filters always visible: the most commonly used filters (Entity, Owner point of sale, Physical presence site, Energy, Gearbox, Mileage, Selling price) are displayed directly below the key filters.
• Other filters: other filters are accessible via the Search for a filter search bar to quickly find a filter by name.
• Saved searches: searches are now organised into three categories — My shortcuts (pinned on the home page), My searches and Shared searches. A Save link allows you to create or update a search from the filtered list.

ℹ️ Existing saved searches are kept and remain accessible in the new panel.

🗂️ New columns in the vehicle list

New columns are available in the vehicle list and export:

• Financed amount (sortable, exportable)
• Allocation
• Total weight (kg) (sortable, exportable)
• Actual gross margin (sortable, exportable)
• First publication date (sortable)
• Last publication date (sortable, exportable)

🔑 Policy number in the price update table

The Policy number column is now available in the price update table, to facilitate vehicle identification.

🔄 Improvement of automatic price calculation

Three issues have been fixed in the automatic price update configuration:

• The day counter since the last update now restarts from the date of the last price check (and not from the stock entry date).
• Vehicles already awaiting validation are now recalculated at each new cycle, ensuring that the proposed price is always up to date at the time of validation.
• The Automatic calculation button in the price modification panel now resets the counter and effectively updates the market value.

🔢 Sort by "Number of days overdue"

In the Vehicles behind on the sales cycle tile, it is now possible to sort vehicles in ascending or descending order by the "Number of days overdue" column.

🚚 Scheduling a delivery for a vehicle not linked to an order

It is now possible to schedule a delivery appointment from the record of a vehicle with Delivery status, even when that vehicle is not linked to an order in OpenFlex.

A Manage delivery button appears on the vehicle record when the conditions are met, allowing the appointment to be scheduled and a customer to be associated with the vehicle if not already done.

Opportunities

🔨 Retention of the auction valuation when modifying an offer or order

When an offer or order containing a trade-in with an auction valuation was duplicated or modified (cancel-and-replace) without the trade-in being changed, the link to the auctioneer was silently lost. The user was then forced to restart an auction valuation process.

This behaviour is now fixed: if the trade-in is not modified during duplication, the new offer or order retains the auction valuation and the user is no longer prompted to restart a valuation with the auctioneer.

However, if the trade-in is modified (change of trade-in vehicle), the auction valuation is not retained and the usual process applies.

📋 Trade-in estimation list accessible to all users

Opportunities > Trade-in estimations

Until now, only validators had a consolidated view of trade-in estimations. Non-validator users had to navigate estimation by estimation via the linked opportunities.

A new Trade-in estimations submenu is now accessible in the Opportunities module for all users, with a data scope adapted to the profile:

A new Request date filter (date range) is also available.

ℹ️ The existing tile on the home page remains unchanged for validators.

🔧 Improvement of the price modification button in the validator view for trade-ins

When the market value of a vehicle could not be calculated, the price modification button was not visible in the validator view for trade-in estimations. The user had to scroll down to the "Trade-in price detail" section to modify the price.

A dedicated button is now displayed directly next to the price, whether filled in or not. It opens the price modification panel, consistent with the rest of the application.

📤 Opportunity export: actual delivery date

The actual delivery date is now included in the opportunity list export.

🔁 Column "Rented or borrowed amount" renamed

The column "Rented or borrowed amount" in the opportunity list and export has been renamed to "Financed amount".

💰 Removal of the deposit amount limit

Until now, the deposit amount was limited to the order balance. This limit has been removed: it is now possible to enter a deposit amount greater than the balance. An alert message informs the user when this is the case.

Reporting

📅 New period filters in the indicators

New period filters are available in the reporting indicators (dashboards and activity tracking):

• Yesterday
• Current quarter
• Previous quarter

📈 Order export from the "Top 10 entities" KPI

From the Top 10 entities with the most orders KPI in the sales opportunity indicators, it is now always possible to export the order list in Excel format, even when data exceeds the usual display threshold.

Calendar

📅 Enrichment of events synchronised to Outlook

Events automatically created by OpenFlex and synchronised to Outlook now display the customer's name directly in the title, making it possible to identify the contact without opening the event.

New title format: [Event type] – [Customer first name LAST NAME] – [Entity / Point of sale]

The event body is also enriched with the customer's contact details (phone numbers and email as clickable links).

This improvement applies to all event types.

➕ Creating an appointment from the full calendar

From the full calendar view, it is now possible to create a new appointment directly, without having to navigate to an opportunity or a customer.

Settings

🏢 Reorganisation of the point of sale record

The point of sale record in settings has been reorganised to improve readability and facilitate navigation between the various configuration sections. The stamp management has notably been moved to the summary tab.