
New 30 days, 6 months and 12 months GPM report available in the salesperson dashboard.
Pick Ticket
Two new columns were added on the Pick Ticket summary, AWB and Vendor name (where applicable).
Print all statements
Now you can print all statements with one click of the mouse. Select the statements you want to generate and click on the create statements button to easily generate them.
Landed cost – Inventory Valuation
New Inventory Valuation Report available in the Reports tab. This report now reflects the total cost and landed cost per day of the inventory.
We have added a new page under the Order Entry tab were you can manage your customers' credits. Filter information according to your needs and add credits to invoices.
Receive Inventory by PO's
Click on the Receive Purchase Order link located on the top right hand corner of the inventory screen to automatically receive inventory by POs without having to retype the information needed.
Call Log
If you click on a customer name on any page of the system you can enter information on the "Call Log" tab. Enter results of phone calls and use this feature to track call records.
Carriers Setup Page
This new page will help users manage their carriers in the system. Add, edit, activate or deactivate carriers according to your needs.
What do you want to do today link
This link will help users navigate easily around the system. Just click on the link to quickly move from page to page.
If you want more information of your customers just click on their name in any page of the system and have access to a complete dashboard with sales of the week, month, top products sold, aging and general information.
We have added a new reporting feature found under the "Reports" tab with various reports grouped by category. To run a report simply change the filters and click the PDF icon located in front of the report title.
New Order Entry Screen
The order entry screen has been completely revamped in order to make it easier to view and search for items in the inventory. To add items to an order simply enter the customer, ship date, carrier and click the "Add Items" button. This will open a new window which contains the inventory with additional columns that were not available in the prior version.
We have slightly modified the look feel of the tabs in order to accommodate more features into the system.
A new sales dashboard is now available on the home tab. Have quick access to your sales of the day, week and month. Compare your sales from year to year for the same month and check out your top ten customers for the last month, last semester or last year.
Please make sure that each account is properly associated to a salesperson. To do this go to Setup > Customers and check the "Salesperson" column for the associated salesperson.
Inventory Availability
Create a PDF with the current inventory availability to email or fax to your customers.
Pick Ticket
Create a PDF pick ticket for each invoice. Please note that this option is not activated by default. Please contact us if you need to use it so that we can activate it.
Stay tuned for additional updates coming soon!!!
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