An expiration date has been added to emails and PDFs created for cash quotes. The field can be found on the details screen when entering a cash quote, and the date can be manually entered.
Vendor Cost Column
Unit price data is visible in the Vendor Cost Column on the items tab when uploading files to vendor quotes or orders.
Auto Assign Reps from Construct Connect Import - A setting is now available on sales reps that automatically assign them to Leads when importing a Construct Connect file. This data is pulled from the Assigned field in the Construct Connect report. Auto assign will work with one or multiple reps listed in this field. If you would like assistance in configuring the setting on reps, please reach out to support.
Additional Construct Connect Field - The My Value field from Construct Connect now maps into the Valuation field on leads to provide additional information in the Portal.
Additional Fields on Company Details - More fields have been added to the details tab on companies. These are part of enhancements for the digital credit app. Purchase Order Required, License Number, Requested Credit Limit, Expected Monthly Sales Volume, Legal Structure, Industry Code, and Business type are not all available, along with License Number and Government Number under Customer Details.
Company Payment Terms - Payment terms can now be set on Companies as an enhancement to the CRM. Values in the customizable dropdown can be set using the Company Terms Types setting. A Terms filter has also been added to the Companies screen so that you can filter by term type.
Assign Customers Under Company Addresses - You can view, assign, and unassign customers under the Assigned Customers tab on Company Addresses. This can be used to manage customer access to specific shiptos in the customer portal.
Customer Modules - A Customer Modules screen has been added where records can be added, edited, and deleted for modules. This is part of Commerce V2 and allows for additional customization of the Customer Portal.
Additional Tabs on Quote Requests - Custom Fields & Development tabs have been added to Quote Requests so engineering and support can view more data.
Fix for Synced Date on Price Records - Update to not copy the “Last Synced to ERP” date when copying and inserting price records on the Pricing tab of a quote. This field cannot be manually edited or updated to ensure accurately reported data in syncing. When a record is copied and inserted, the field will remain blank until the new record syncs to the ERP if your Kodaris system is configured to do so.
Server Side Export on Orders - The Orders Search export has been updated to a server-side export so that the number of exported records isn’t cut off at 1k. This will ensure all records can be exported when tracking DDA stats.
Signature Column to Track POD - A Signature column has been added to the Orders screen to help track which orders have a signature captured through the DDA.
Company Code on Orders Screen - A Company Code column has been added to both the Search and Data Company Screens. This additional data can be used in order filtering and reporting.
Dropdowns on Status Fields - The Status, Customer Status, and Employee Status fields on the Orders Data grid are configurable dropdowns so users can select the data instead of hand typing it. This can be used to track additional statuses and workflows.
Vendor Payment Terms - A Payment Terms field has been added to enable setting payment terms on vendors. This drop-down is fully customizable using the Vendor Terms Types setting. Additional development is underway for these terms to populate on vendor invoices.
Vendor Invoice Product Search - Product search has been added to vendor invoices to enforce using standard system product codes.
Vendor Code Column - A Vendor Code column has been added to the Vendor Invoice > Items screen as an additional field where you can store Vendor Code info.
Vendor Invoice Drag & Drop - Update to save files under Customer Files when dragging and dropping a PDF file on vendor invoices.
Email Template Builder - An mvp for building emails can now be accessed in the Portal. This can be found under Marketing > Email Templates. You can click “Add Email Template” and select Mutenberg from the dropdown to launch the builder.
Message Importer - Added import functionality so message translations can easily be mass managed and added on the Messages screen. You can run an export to get the template sheet, make message updates, and reimport.
Additional Location Fields - Website and Division Code fields have been added to Location records. These are part of enhancements for BI data.
Ability to Delete Internal Files on Employees in Portal - Users with access can now delete Internal Files attached to employees.
Sage 300 Export
Invoices can now be downloaded from the customer portal in a format that can be imported into Sage 300. This download is currently being tested in production.
Include Discounts on Payments Export - When customers download the .csv file from the Payments tab in the portal, any discounts and discount dates will now be included in the exported file to provide more data to your customer.
Allow Multiple Branches on one ERP Account for Plexxis - For customers with multiple branches in Plexxis tied to one ERP account, an enhancement has been released to capture these orders in the Plexxis integration.