NEW FEATURE
New Customers Gained
If an order is created for a customer who has never ordered previously, or is a prospect, the sales rep is provided some positive feedback that they have gained a new customer
NEW FEATURE
Adding or Editing Customer and Contact Details
Depending on the ERP system being used we can now send updated customer and contact details to the ERP system. This needed to be enabled in your configuration and will be progressively released per ERP system
NEW FEATURE
Sales Manager Functions
We have added the ability to create a sales hierarchy and to allow a sales manager to view the transactions of their team members, the visits made and the planned future visits
NEW FEATURE
Webservice Failure Message
For most systems we send an order or return to the ERP using a webservice. If this fails, and the ERP provides us feedback, on the TRANSACTIONS screen you will be able to see the failure reason
NEW FEATURE
Customer Insights
The PRODUCTS tab, when selecting a Customer, has been renamed INSIGHTS. The purchase history is still included but more customer data is included to help the sales rep better understand the customer
NEW FEATURE
ENHANCEMENT
ENHANCEMENT
BUG FIXED
Customer Tasks
We previously released Tasks but have now extended this to include Customer Tasks. The Post Visit screen has been updated to allow a sales rep to create tasks and notes and schedule the next vsist for the customer
ENHANCEMENT
ENHANCEMENT
Transaction screen
We have extended the time period for this to allow the reap to search for up to the past month
ENHANCEMENT
Discount all items on Order
We have added a configuration option to allow a sales rep to easily discount all items on an order
Various bug fixes, functional improvements and performance gains
Various fixes and improvements including showing available quantity when searching in CATALOG, Product tree sorting, improved UI consistancy, Item sort order in CATALOG, updating available stock at start of order, option to disable oversell of available stock, improved tracking of in-store time