Quote Approval, Kiosk Mode, Substitutes & More
GA ~ January 2018
Advanced Features
- Kiosk mode support to bypass busy counters!
- Ability to display substitutes and/or related items in product detail (required products logic respected)!
- Ability for customers to approve existing quotes and maintain negotiated pricing!
- Allow authorized salespeople to take photos from the app for products with no-image-found!
Product Group Enhancements
- Ability to restrict contacts from editing existing product groups
- Ability to allow contacts to only edit groups they created
- Ability to see groups for related ship-to customers
- Ability to re-sort products in existing groups
Order Approval Additions
- Ability for multiple "approvers" to make changes to an existing approval before submitting to Eclipse
- Respect customer's number of decimal places in unit price view
- Display customer part numbers in order approval, if they exist
Availability & Pricing Features
- Ability to display default ship-branch availability in addition to current network availability
- Ability to only show pricing for non-stock products if the product is available
- Ability to always show list pricing for a contact even if they are set to hide customer specific pricing
- For Johnstone Supply customers, ability to set a custom availability message when product is only available at the DC
Portal Engage Enhancements
- Smart Notification Segments now support entering "ALL" for ship vias in addition to branch field
- Fixed date selector when sending a push notification to segments utilizing last access date
Miscellaneous Enhancements
- Added Touch ID / Face ID support for both employees and customers
- Ability to display inside and/or outside salesperson on the My Profile page
- Ability to get directions to the customer's address from the My Profile page
- Ability for employees to print new or existing quotes directly from the app
- If employee is authorized for one or more pricing views, they will now see "on-contract" flags for price, just like in Order Entry
- Smart push notifications now take user directly to the order detail when tapped, including delivery notifications and order approval notifications
- Ability to view serial numbers in order history
- Require date days from the customer file is now respected during checkout
- Ability to set default required date lead time days instead of always defaulting to next day
- Ability to show expired bids for employees only
- Ability to email orders from the app to multiple email addresses
- Camera scanner now displays a target to use when scanning barcodes
- Replacement descriptions are now respected when viewing existing orders
- When an order is placed in Kiosk Mode, the customer can receive a push notification on their device
- New in Settings in Employee mode - All Caps will turn on caps lock for all text fields in the app
- * AUTO * logic for the "Mobile Order Entry Submit" activity trigger will now respect the contact's email address
Bug Fixes
- Shipping instructions are now scrollable when viewing an existing order
- Customer PO number entered during checkout is now limited to 20 characters to mimic Eclipse logic
- Ability for employees to edit order comments on existing quotes, just like they can edit all other parts of quote today
- If multiple users are viewing an order approval, don't allow them to create duplicate orders in Eclipse
- Searching for and deleting products in product groups no longer deletes the entire group
- If hide pricing is enabled on the device, the cart and order review pages will no longer display totals
- In order approval, if ship-to doesn't have a home branch, it will look to the bill-to and use that
Comments
Great list of new features - thanks team!
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