Stratawise Platform Release Notes
June 11, 2026 -
Fixed a bug where if Co-Customer is unchecked, the Co-Customer data still exists in form fields
Added the ability to Override Document Fees for select users (Tenant Admins and Document Fee Edit users)
Added a Target Payments feature to "Roll To" Rate, Term, Down Payment, and Amount Financed (Only available to Tenant Admins for testing currently)
June 04, 2026 -
Doc Fees bug - removed from Wholesale and We Owe (no longer a discrepancy between the Recap and Tax Table)
Added Government Bid to also not have Doc Fees
Authorized Signer should not clear after changing the Customer
June 03, 2026 -
- 2nd Salesperson no showing in Live Recap
Accounting cost adjustment under each in-stock and not instock items
Cash In Lieu
- Additional finance details section
April 27, 2026 -
- Fixed quote generation issue that was reported from LiveOak
Removed Apply to Whole Invoice from the Apply Trade To Drop down.
April 26, 2026 -
- Turned on tax calculation and other features for all stores.
April 25, 2026 -
- Updated Quotes form to use newer quote form when there are 6 or less items.
- Updated 20 row version of Quote form, AgreedTerms, PreInvoice, KUB Invoice & Invoice
- Added a new attachment for Tax History to store Point-in-time tax information, gets generated anytime the recap is generated.
- Uploaded latest Orange Protect Excel
April 24, 2026 -
- Kubota Insurance issue is fixed now. The issue was that when the selection for "Use Kubota Insurance on Quote, Finance MEnu, and Invoice" - Those 3 were not recalculating the Kubota Insurance based on the dropdowns.
- Turned on the changes for Starke and Live Oak.
April 21, 2026 -
- pushed changes to Parts Warehouse for pdf form generation and new tax calculations.
April 21, 2026 -
- Grouped Stores should hide fields - Stores lookup now has finance Products Sold and Fee Types hidden for Regional stores (ex Bo's Stores)
- Filter Finance Products in Stores list based on only Active Finance Products - Only active Finance Products are now selectable on the Stores lookup
- Rebates and Incentive should have a checkbox in lookup
- Incentive Description lookup has checkboxes to Include in Incentives or Include in Rebates
- This will drive which items show in the form for those drop downs
- SANY CIL that pops up secondary box for commissioning number
- Created a generic "Require Authorization or Number" checkbox in the Incentive Description lookup (Currently Target and SANY CIL are checked)
- This will now require a field with Auth or Number
- CRYS-399 In Stores lookup if Parent items are edited, Children should automatically change as well
- CRYS-395 If Only 1 Tax Type, Hide Alternate and Exemption Fields
- CRYS-394 Changing Tax 1, Tax 2, etc on Stores lookup to NA or No should remove all data from Tax Items
April 17, 2026 -
Kubota Invoice -
Kubota Insurance Calculation - The fix has been made on the Stratawise side to calculate cost on the Override Kubota Insurance as well. And we published a new spreadsheet with the changes to take out the $5 addition that we had there.
April 13, 2026 -
- Made the following changes
- Made the payment schedule rate to show 3 decimal places
- Reworked the Deal Summary as discussed today to include the additional fields and calculations - https://stratawise.atlassian.net/browse/CRYS-408?atlOrigin=eyJpIjoiZWEzY2M1Njg2N2Y3NDdiMzhlMGVlNDk4NzZiZTM3MDYiLCJwIjoiaiJ9
April 13, 2026 -
- Agreed Terms on the form
- Drive Out of state tax exemption
- Subledger - New Reason - Awaiting Approval to file Goodwill
- Subledger - New Action - Action needed by Service Directo
April 11, 2026 -
- Sections that don't have any data will not show
- Generating a hard copy of the recap at each stage on the Dothan platform.
- Fixed recap viewing issues on smaller screens by adjusting the font size based on the window size.
April 9, 2026 -
- Made sure all documents have the signature fields filled in. Tested Send Documents for signature and received email to sign.
- Make live Recap available for users in Quotes - Store Manager and Quotes - Accounting.
- Enabled Title & PofA document flags for In stock and Not In stock items for Group codes - RTV, TRAILER & AUTO
April 7, 2026 -
- New spreadsheet now has the Kubota Insurance rounding fix
- We imported all the counties in states other than FL, GA, and AL into the Counties lookup
April 6, 2026 -
March 23, 2026 -
Update production with the following changes
- Fixed the issue where new Quote PDF were not filling in certain fields like the subtotal
- Including the Kubota Insurance wording
- Including terms and payment disclaimer (minor issues like rate % needs to be resolved)
- Imported Tax Table module into Stratawise
- Created tax definitions and tax tables for AL State, Counties and Cities
- Changes to make sure FL and GA Tax exemption options don't show for Alabama
- Customer form will require a county just like GA and FL
March 1, 2026 -
- Updated spreadsheet to Crystal Quoting Tool_20260225REV.xlsx based on JIRA ticket https://stratawise.atlassian.net/browse/CRYS-388
- Added additional field to capture Funding Lender Address 2
- Made Funding Lender Address1, 2, City, State and Zip required if Funding Lender is 'Other'.
- Moved Other Funding Lender control next to the Funding Lender dropdown.
January 31, 2026 -
- Kubota Telematics does not allow quote to move forward for $0
- When Kubota Telematics is included, the Customer Accepted should be disabled
- Kubota Insurance change from 90% to 93% - Change in Spreadsheet and in Stratawise code
January 7, 2026 -
Recap Finance Rate now 3 decimal places
Added Target Marketing Approval Number for In Stock items that have a Target Incentive Description
Rate Buydown and Finance Flat Fee Participation locked the same time and shown to same users as as Cost Adjustment in InStock
December 26, 2025 -
- Line Control field cut off in Trade In Line
Selling Price not showing on the main form on the InStock line
Line Item fields don't show in a narrow form (and on Phone)
Accounting Cost Adjustment Should be formatted as a number on Grid
Selling Price Validation showing required but allowing actions to be taken
December 18, 2025 -
- Made 2FA required for all users.
December 17, 2025 -
- Made changes to resolve the 'accounting cost adjustment.' issue.
- We also fixed the issue where the in-store signing emails are sent to the store email instead of the 'esign.cust.<store>@crystaltractor.com' inbox.
December 15, 2025 -
- Accounting Cost adjustments are now included in the margins
- Kubota Insurance calculations complete and now included in the margins
December 10, 2025 -
- Assigned 84 users Quotes - Limited View role.
This is what users with Quotes - Limited View role would see - 
December 9, 2025
- Added changes to Wholesale and We Owe sale types to hide sections and not allow AutoAdd Finance Products
December 7, 2025
- Calculations for Kubota Insurance Percents and Selling Price now in production
- Fixes on Spreadsheet for KTC Rates
- Hide the Cost Summaries for the Inventory Grid
- Documents Should not be editable once created
- 2 Factor Authentication needs to be required when adding a new user before they can get in the system
- Improved Dashboard loading performance
Report Name Old Time (seconds) New Time (seconds) Historical Sales by store by sales person 18.5 1.4 Current Month Sales 24.18 14 Current Month Sales by Make 25.5 3.6 Current Month Sales by Group Code 36.3 3.3 Current Mth By Store by Make 16.5 3.2 Current Mth By Store by Grp Code 18.1 3 Historical Sales by Make 17.30 4.9 Historical Sales by store by Make 18.77 4.9 Historical Sales by Group Code 18.9 2.1 Historical Sales by Store by Group Code 19.8 4.1 Current Month Sales by Sales Person 23.2 5.8 Current Month Sales without Quotes 22.5 4.8 Financing Products 14.2 4.4
December 5, 2025
- Checking for email conflicts when sending documents for signing. Customer records used by different roles (Customer, Co-customer, Trades) cannot have the same email addresses. Showing a warning and blocking users from continuing to send the documents for signature until the issues are resolved.
December 4, 2025
- Rate Buydown changed to affect front margin instead of back margin and Rate Buydown margin added
- Fields locked down in Booked/Closed or states like it
November 25, 2025
- Added configuration option to specify the email address used for in-store signing notifications, allowing stores to route signing emails to a designated inbox
- Customer Accepted is now Read Only until the finalize terms to prevent store operators from declining
- Blocked the ability to enter duplicate In Stock Items
- New Role with limited view on Quotes module - "Quotes - Limited View"
- Added Accounting Cost Adjustment for Not In Stock and Financing
November 23, 2025
Added support for in-person signing within the document workflow.
Fixed issue where completing an in-person signing session redirected the user to an error page.
Corrected behavior where in-person signing was not using the defined templates.
Enabled the ability to send reminder notifications when documents are pending user signatures. Reminder will be sent after 1 day and every day after. The documents expire in 30 days.
November 22, 2025
What's new -
- Ability to do in-person signing
- Option to select signing type for customer and co-customer
- Trade In Owner and CoOwner signing types -
- Option to select signing type for Owner and Co-owner
Bug fixes
- Crystal Maintenance Spreadsheet should include Ineligible
- If an item has telematics included - EG SVL 97, then the term should show as listed and cost should say $0 Cost for all telematics should equal the selling price If the telematics are included in an item, then the customer accepted toggle should be show
November 20, 2025
https://stratawise.atlassian.net/browse/CRYS-352 - Updated spreadsheet to latest.https://stratawise.atlassian.net/browse/CRYS-255 - Hide the Image data section in the 'In stock' details for users in sales person role.Also, fixed the issue reported earlier with "Not in stock" - Batteries not getting updated/added correctly
November 17, 2025
- Fixed bug related to GPS serial number validation requiring the user to open the GPS Locator product to continue processing the quote (reported by Dylan)
- Added a usability enhancement to improve required-field validation:
- Users can now see the number of missing required fields.
- New Back and Forward navigation buttons appear at the bottom of the form when required fields are incomplete.
- Enables users to quickly locate and correct missing information without searching through the form.
October 17, 2025
- Kubota Orange Protection now leverages the pricing calculator to automatically compute selling prices based on plan details.
- If no plan exists for the selected product combination, users will see “No applicable plan found,” and the Customer Accepted option will be disabled.
- Product Name and Applies To fields are now read-only for auto-added finance products.
- Sample Orange Protection form included in deployment.
September 14, 2025
- Resolved: [CRYS-237] Status and Condition changes were not appearing on Inventory views.
- Validated in staging; requires Production validation to prevent inaccurate equipment status changes.
- Resolved: [CRYS-130] Invoice and MSO attachments now display correctly.
- Example: Q-0915-PARTS WAREHOUSE-027779
- Please verify attachment link access (VPN required to test Intellidealer file retrieval).
September 10, 2025
- Delayed Payment Form added into the signing stack (position can be adjusted as needed).
- Signed documents now include a complete audit trail (example: Q-0911-PARTS WAREHOUSE-027557).
- Completed deals are now flagged with Document Signing Done status.
- Fix applied for VIN validation messaging on existing quotes.
September 12, 2025
- Updated incentive and rebate mapping based on latest board items
- Added Incentive Description and Rebate Description for Not In Stock
- Added Rebate Description for In Stock
- Mapped new fields to spreadsheet and updated spreadsheet
- Spreadsheet changes:
- Fixes to “We Owe” functionality
- Calculation updates
- New dropdowns for incentive and rebate descriptions on both In Stock and Not In Stock units
September 10, 2025
- Delayed Payment form now included in the signing stack
- Audit trail added to signed individual documents
- Deals marked with “Document Signing Done” once fully signed
- Fixed VIN validation not triggering for existing quotes
September 5, 2025
- Updated latest spreadsheet with additional currency formatting
- Enabled Send Documents for Signature for Quotes users with proper permissions
- Work Order Form now stays open after performing actions
August 11, 2025
- Added support for specifying Status/Condition on inventory items
- Awaiting decision on role permissions for Status/Condition action
June 26, 2025
- Added tooltips to financing product lookup (Terms and Hours/Mileage fields)
- Added Customer Signature to Finance Menu and Finance Declination
- Reordered Product dialog fields (Terms, Hours, Equip Class, Service Loc, GPS fields)
- Override Make for In-Stock items now used in documents
- Referred Terms used until Agreed Terms are fully completed
- Bug fix: RTV inventory added as first item now includes Power Battery product properly
June 8, 2025
- Added Authorized Signer requirements for Trade-In items based on customer type (entity vs. individual)
- UI library upgrades included in production build
May 26, 2025
- New required Customer Type field: Individual or Entity
- Authorized Signer required when Type = Entity
- Existing customers must update Type value before quote creation if missing
May 23, 2025
- Store signing user email now selectable from internal users
- Ability to override store signing email when sending documents for signature
May 18, 2025
- Tax Exemption separated from Pre-Invoice signature stack for non-exempt deals
- Fixed incorrect creation of As-Is documents for New units
May 10, 2025
- Finance Menu Updates:
- Add-On Unit Applies functionality added
- Automatic product add-on for Parts & Warehouse stock
- Customer acceptance required from Financing stage onward
May 5, 2025
- PII access security enforced:
- Only users with proper role can view PII fields and attachments
- Signature stack enabled in Pre-Invoice and Invoice stages
- Signature stack content adjusts by state
- Regenerates on “Regenerate Invoice” action in final approval
- Requirement checkboxes for In-Stock, Not-In-Stock & Trade-In lines added, with rule-based read-only behavior
- New role for ID Verification added
April 30, 2025
- Co-Customer support added to main form
- Trade-In form enhancements to Owner, Co-Owner, and Lender data
- Additional fields added to In-Stock, Not-In-Stock, and Trade-In lines
March 18, 2025
- Line-by-line document generation capability added
- Co-signer support for document signing
- Masked PII storage support introduced
- Added row filtering for date & numeric fields in Subledger
- Fixed salesperson inventory view errors due to hidden fields
November 19, 2024
- Inventory items can now be set to Loaned/Rented or Offsite
- Actions currently admin-only
October 23, 2024
- Tooltips enabled in search result grid
- Module-based base filtering reintroduced for inventory visibility control
- Increased precision for numeric rate/lookup fields
- Floorplan now stored as numeric for formatting consistency
August 26, 2024
- Salesperson role restricted from viewing cost fields in inventory
- Idle auto-logoff added with configurable timeout
- 2FA indicator added to user grid
August 14, 2024
- Search optimized to use only visible fields in search choosers
- Inventory search now includes item age
- Fixes implemented:
- DMV/Tag/Title fees remain open for financed invoiced deals
- Cost of financed items editable after invoicing
- Recap regeneration improved
- Five-We-Owe dropdown consistency enhancements
- Matrix rates/terms locked after referral to finance
August 12, 2024
- Required fields surfaced earlier when missing on a line
- Fixed We Owe dropdown not loading
- Additional UX changes:
- Removed automatic first line in In-Stock and We OwepSorr
- Improved We Owe entry options
- Front screen Product acceptance visibility added
- All attachments now separated as individual items
- Improved validation and warnings for required subform items
August 11, 2024
- Kept form open after each action
- Moved system messaging to top of form
- Wait cursor shown during document generation
July 23, 2024
- Required-field blocking improved (Zip, Email, Serial numbers)
- Stock Number Search improvements (wider columns, added Serial #)
- Better dropdown UI for Views/Store
- Store display bug fix
- Performance improvements to Customer & Inventory views
- Confirmation added to Create Invoice
- Multiple UI/field updates and data cleanup in Inventory system
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