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New, Promotional and Clearance nodes in the Product Tree

Nodes can be added to the product tree to highlight new items, promotional items and clearance items along with core and featured items to help you sell important product lines to customers

NEW FEATURE

NEW FEATURE

No Sales Allowed for out of stock items

We have added an optional setting to disable the selling of items with no stock in the warehouse, and to prevent overselling of stock in the warehouse, so as to minimise backorders

Scheduling the next visit for a customer

Scheduling the next visit for a customer previously relied on ERP data, but not all systems supported this.  We have  added the ability for you to schedule the next visit for a customer

NEW FEATURE

NEW FEATURE

Find Customers using Contact Name or Phone Number

Using ADD CUSTOMERS TO TRIP there is now a dropdown so you can find customers using Contact Name or Phone Number

NEW FEATURE

Fast Selection of Customer for an Order

To allow you to process a phone or email order quickly, when using ADD CUSTOMER TO TRIP to find the customer you can now perform a long tap on the customer and you will be navigated directly to the Order function

NEW FEATURE

Conditional Product Filters in PRODUCT CATALOG

Within the PRODUCT CATALOG the filters can be configured to work together in a conditional manner. This conditional behaviour is disabled by default and needs to be enabled by your system administrator

NEW FEATURE

Reminders and To-Do Activities

These have been added to allow you to create reminders for yourself or activities for other DSD Salesforce users.  This function needs to be enabled by your system administrator to work correctly and a new portal version

NEW FEATURE

Smart Filters in the Product Catalog

We can have additional attributes for a product and you can now filter the Product Catalog using a number of these attributes in combination to best identify the products you wish to focus on

NEW FEATURE

Price Change Reasons

We have added a price change reason.  If the sales rep is allowed to adjust the price in store we can now require a reason to be selected so that you can analyse the reasons for price chnages

NEW FEATURE

Email Customer Statement

When we extract outstanding invoices from the ERP for each customer, you can now email a statement to the customer from the COLLECT PAYMENTS screen

NEW FEATURE

Viewing of Past Orders

The TRANSACTIONS screen was cleared each time you completed End Trip.  We have add a new dropdown option to the TRANSACTIONS screen to allow you to view orders you have created in the last 7 days.  New Portal version required

ENHANCEMENT

GIF Product Images

Animated GIF's  can now be used as product images

ENHANCEMENT

Selection of Delivery Date for Order

A great deal more configurability has been added to the selection of potential delivery dates, including weekend deliveries, and limiting days to only be scheduled days for improved logistics efficiency

ENHANCEMENT

Display of Warehouse Inventory

The display of available stock on the WAREHOUSE STOCK screen was limited to a maximum of 2 warehouses.  This is now flexible so that we can display warehouse stock from more warehouse locations

ENHANCEMENT

2nd line of text in ORDER screen

We have several different 2nd lines of data for an item in the ORDERS screen,  We have added Units per carton to the most commonly used one, and added some fields to some others 

ENHANCEMENT

Tax Code display in the Product Catalog

We have added the display of the tax code to the Product Catalog so that, when selling using the catalog, you know whether the item attracts GST

ENHANCEMENT

Returns using Invoice Number

We have added the functionality to allow returns to be made using the Invoice number and date.  This needs to be enabled by your system administrator

BUG FIXED

Price for Free Items could be confusing

While the price for free goods was corrrect, it could be a little misleading on the screen.  This has been fixed

BUG FIXED

Confirming previously saved Quotations

Returning to a previously saved Quotation and confirming it displayed the incorrect workflow

BUG FIXED

Display of the Map when ADDING CUSTOMER TO TRIP

In some circumstances the map was not displaying correctly.  This has been fixed, If the map is not display correctly then data will be the issue and contact your system administrator