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