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V 1.4.3

This update is scheduled for release late Q4 2022 or early Q1 2023. This documentation is also still being updated as we complete our final wave of testing on these enahncements

New Features/Improvements

Additional Inventory Flightdeck Metrics

We've added in a new 'Aged Inventory Summary' panel to give you quick visibility of your inventory aging, up to 3 years. This panel also reacts to the filters you have set for your inventory Flightdeck.

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Updates to Low Stock Table

Also in your Inventory Flightdeck dashboard, we have added 2 new columns to the Low Stock table

  • 13-24 month sales: The total sales of this item between 1 and 2 years
  • 30 day demand: Based on sales, this is the demand of product needed in the next 30 days

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More Custom Report Fields

Aggregate Fields

We have added a number of new aggregate fields to the custom reports:

  • Combined Customer/Ship To Name: A field that will combine multiple ship-to names into one column when running a report on account only
  • Total Charge Sales: A calculated total value of charge sales for your selection
  • Total Cash Sales: A calculated total value of 'cash' (non charge) sales for your selection
  • XX Day Aged Charge Sales - Total charge sales values, aged to correspond with Customer aged AR balances
  • Total Sales - We have added fields to break provide Total Sales $ by the following:
    • Per month for the past 6 months
    • Last 12 months total
    • Previous 12 months total
    • YTD total
    • Previous YTD total
  • Total Quantity - We have added fields to break provide total quantity sold by the following:
    • Per month for the past 6 months
    • Last 12 months total
    • Previous 12 months total
    • YTD total
    • Previous YTD total
  • Charge Sales - Month: We have added in the ability to add in charge sales totals, specifically by month, for the past 6 months
  • Total Returns in Dollars
    • Product Returns
    • Core Returns
    • Warranty Returns
  • Total Defective Onhand: A calculated total of the defective onhand based on your report criteria
  • Total Lost Sales: A calculated total of the lost sales based on your report criteria
  • Total Customer Backorder: A calculated total of the customer backorders based on your report criteria
  • Total Supplier Backorder: A calculated total of the supplier backorder based on your report criteria
  • Additional Customer Fields: A number of new customer related fields have also been added
    • Credit Limit
    • Credit Rating
    • Date Created
    • AR System Type
    • Customer Type
    • Has Statement
    • Contracts Allowed
ALL Inventory Fields

We have also added in all fields found within the COUNTERPOINT inventory. This includes all fields present in the product maintenance screen within Counterpoint

Field Descriptions

We have made a number of updates to the summary / aggregate field descriptions to better identify their data and use.

New Custom Report Filter

Custom reports now have the ability to add a 'Not Equal To' filter

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This new feature also extends to allowing users to filter on 'not empty' or 'empty', by entering a space in the Value field.

Web Report Enhancements

  • Added column sorting and filtering to the web report listing

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New Predefined Report

  • Added a new 'Consolidated Sales' report which shows current sales compared to last year, as well as a 4 month breakdown of sales increase/drop. Also includes current inventory value

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Predefined Report Enhancements

  • Style changes to the predefined report landing page
  • Modifications to some of the predefined report descriptions
  • Modified the filtering on the sales listing table to be a 'contains' type search vs. an exact match.
  • Modified the detailed invoice search/listing report with the following
    • Increased number of records per page
    • Modified the font for easier reading
    • Changed the category field to report category code vs. category name

CPMailer Enhancements

  • Changed email headings for better readability
  • Addition of a new class of CPMailer overnight reports. 'By Branch' reports will email you the specified reports, broken out by branch, based on your allowed branches.

CounterCRM Enhancements

  • Added new customer information tiles
    • Credit Rating
    • Last Invoice (Amt & Date)
    • Last Payment (Amt & Date)
    • Credit Limit

CounterCRM Changes

  • Style changes to make for easier reading of customer notes.
  • Style changes to customer information tile icons
  • Style changes to make for easier reading of customer alerts.

QuickDial Enhancements

  • Added new customer information tiles
    • Credit Rating
    • Last Invoice (Amt & Date)
    • Last Payment (Amt & Date)
    • Credit Limit

Small Fixes

  • Fixed the rounding of GP% in the prebuilt historic sales report
  • We have modified a number of the custom field report names to make their meaning more obvious.
  • Fixed a bug where ship-to numbers with different names would split when a custom report was only supposed to report on account
  • Fixed a styling bug that showed web report heading with white text on a white background
  • Fixed a styling bug in the user registration screen
  • Fixed a styling bug in the web report listing screen
  • Fixed layout inconsistencies in Admin alert and Address book maintenance pages
  • Minor style changes on e-cat analysis page to bring it in line with other page styles
  • Minor style changes on 'Current Filter' selection tab
  • Corrected a problem where the clerk analysis page would not show properly when there were $0 in web sales
  • Corrected a problem in the Hourly sales analysis report where the stacked graph would not display if there were $0 sales on a given day
  • Fixed a bug in the daily sales 'radar' graphs that incorrectly displayed Saturday sales as Sunday
  • Fixed a bug in QuickDial which caused the page to not render properly on certain accounts
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