V 1.4.4

New Features/Improvements

The primary focus of this release was on our CRM Module and the addition of purchase order and purchase history into the CP2 database. Below is a completedetailed listingoverview of thewhat newrelease features1.4.4 included in this versionincludes.

CounterCRM

NewLaunch Flightdeckan Dataautoecat Filter Periodsession

• Ability to display FlightDeck data for the past 12 months, compared to the previous 12 months

Additional Sales Flightdeck Metrics

We've added a number of new KPIs and sales metric breakouts to the Sales Flightdeck dashboard

Cash/Charge Breakdown

Additional breakouts of Cash and Charge totals have been added to the top sales panel switcher in addition to Online/In-Store

Monthly Sales Breakdown

A breakdown of sales, by month, for the past 12 months. The graph compares the past 12 to the previous 12 by month and stacks in-store and online sales

Sales By Sales Rep

A new barcustomer graphaction tobutton displaythat saleswill bylaunch salesa repnew for the period selected in the filters

Account-Based Metrics

New tiles reporting numbersession of activeautoecat customers, number of new customers and the current average days of receivables.

Additional Inventory Flightdeck Metrics

All new metrics in the inventory dashboard will update based off of the values entered in the data filters.

Past 12 Month Inventory Value

A graph has been added to display trends in average inventory value over the past 12 months.

Aged Inventory Summary

We've added (in a new 'Agedwindow) Inventoryand Summary'automatically panel to givelog you quickin visibility of your inventory aging, up to 3 years. This panel also reacts toas the filtersselected customer.

Once logged in, you havecan setbrowse forthe yourcatalogue inventoryas Flightdeck.the customer, showing their pricing and place an order as if you were them.

CounterMessages

Historic Graphed Metrics

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We'veThe added'Recent inMessages' 4tab newhas graphsbeen updated to show historicboth trendsopen in:

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• Inventorymessages, Value
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• Inventorywell Turnsas Ratio
• Days of Inventory Outstanding
• Weeks of Inventory On Hand

Additional Summary KPI Panel

We've also added in another summary panel of inventory metrics forreplacing the previousmessage 12'Hash' months

This panel includes:

• Average Unit Cost - Average cost of a single unit based on entire inventory value divided by number of units onhand
• Stock to Sales Ratio - Average inventory value / Total sales forwith the pastcurrent 12 months, represented as a percentage
• Weeks On Hand - Average inventory value / Total cost of sales for the past 12 months * 52 weeks
• Days Inventory Outstanding - Average inventory value / Total cost of sales for the past 12 months * the number of days in the year

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

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 Returns in Dollars
  • Product Returns
  • Core Returns
  • Warranty Returns
• Total Defective Onhand: A calculated totalstatus 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

New Type of Aggregate Field

We have added a new Historic Sales group of fields, which include a number of segmented total valuesmessage.

These fields still adhere to the date range filter, so to get accurate values you must select a date range that would include the selected dates. For example, to get 'Total Sales - 3 Year', your date range must go back over 3 years.

• Total Sales - We have added fields to break provide Total Sales $ by the following:
  • Per month for the past 6 months
  • Total Sales - 1 Year
  • Total Sales - 2 Year
  • Total Sales - 3 Year
  • 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

Additional Sales Fields

• Levy Cost
• Levy Value

Additional Customer Fields

• Credit Limit
• Credit Rating
• Date Created
• AR System Type
• Customer Type
• Has Statement
• Contracts Allowed

ALL Inventory Fields

We have also addedupdated the message preview link to open the selected message in alla fieldsnew foundbrowser withintab.

Mobile-First Style Updates

The CounterCRM customer summary page has been updated to be more mobile-friendly for users accessing the COUNTERPOINTpage inventory.while Thison includestheir allmobile fields present in the product maintenance screen within Counterpointdevice

Field

Custom Descriptions

Reporting - Purchasing data

We have madeimported ALL current and historic purchasing data into the custom report generator. This has resulted in the creation of 2 new types of custom reports

• Outstansding POs - These reports will pull from all current and outstanding purchase order data, linked into inventory data
• Purchase History - These reports will pull from all receiving data, linked into inventory data
  

Each of these reports contain all possible purchasing fields available as detailed fields, and basic aggregate fields under the calculated fields section.

QuickDial Updates

For CP2 users who also have implemented an AMS PBX VoIP solution, the Counterpoint Cloud Platform app has been updated with a number of updatesenhancements toaround QuickDial.

The QuickDial integration module allows a tie-in between your phone system, the summarycloud /platform aggregateand, fieldin descriptions to better identify their data and use.

Custom Report Enhancements

New Filters

Custom reports now haveturn, the abilityCounterpoint toinvoicing addscreen.

In an integrated scenario, a 'NotQuickDial' Equalinformation To',page 'Iswill Onepop Of'up orwhen 'Isyou NOTanswer Oneyour Of'phone, filter

for

the customer whose number is associated with the Caller ID. Within this page you get a number of key metrics

• IsCustomer NOTstatistics Equallike To:last Thepayment, listingsindustry willtype, notsales berep, returnedaccount for any records not matching this criteriabalances
• IsMonth Oneto Of:date Listingssales
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• YTD besales returned for any values matching one of the listed options. Options must be separatedgraph, by a pipe "|" symbolmonth
• IsCurrent NOT One Of: Listings will NOT be returned for any values matching one of the listed options. Options must be separated by a pipe "|" symbol

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

User Specific Reports

• When saving a report, you can opt for the report to be 'User Specific', meaning that only the user who created the report will see it in the saved reports listing. 

Web Report Enhancements

• Added column sorting and filtering to the web report listing
  

New Prebuilt Reports

• Added in a Cloud equivalent to the Counterpoint Stock Status Report. This report requires a category be entered and can be run for one or many branches
  

• Added a new 'Sales History By Product Group' report which shows the same sales values as in the Sales History By Category report, but groups them by Product Group
  

  

  deliveries
• AddedDetailed 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.
  

Historic Inventory Predefined Report Update

• Modified the report to add columns for a 3rd year ofinvoice history

General

You Predefinedcan Reportalso Enhancements

• Style changesopt to thelaunch predefinedan reportautoecat landingsession page
as
• Modificationsthat user, or even launch a Counterpoint invoice session as that customer.

  The updates to someQuickdial ofin this release are related to app security, performance and porting recent CRM updates into the predefined report descriptions

• Modified the filtering on the sales listing table to be a 'contains' type search vs. an exact match.
  
• Modified the Historic Sales report to follow the standard branch filters used throughout the dashboard.
  • No longer limited to a single branch
• 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
    

Monthly Inventory Quantity Tracking

In addition to tracking the monthly inventory valuation, we will now also be tracking monthly onhand totals by category. The historic reporting on this will be available in a future release

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.
  

  

  
  
• Addition of a new 'Aged Inventory Value' report which will show a breakout of the aging of inventory, up to 36+ months, based on today
  

  

  
  
• Addition of a 'New Items' added, showing items added to the system for the timeframe of the report
  

  

  
  

CounterCRM Enhancements

• Added new customer information tiles
  • Credit Rating
  • Last Invoice (Amt & Date)
  • Last Payment (Amt & Date)
  • Credit Limit
• Added new 'Customer Annual Statistics (Past 12 Months, Year-over-Year)' tiles beneath the monthly sales breakdown

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

module.

Bug Fixes & Behind the Scenes Updates

• Fixed the rounding of GP% in the prebuilt historic sales report
• Fixed the CounterCRM listing to group all customer's by Account number when more than one ship-to is available.
• Fixed a bug inwhen theadding CounterCRMnew summary page causing the JDispatch 'All Time Deliveries' countnotes to returna blankcustomer
• CorrectedModifications theto monthlydata salesexport breakoutroutines labelsto address problems with items sold in CounterCRM as they were shifted off by a month
• 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
  
• Corrected table heading in Prebuilt Historic Sales report
• Fixed documentation links on all prebuilt reports
• Fixed logo size on CounterMessage reply page
• Fixed font color in CounterMessage email 
• 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 account
  
• Corrected the 'Forecasted Annual Turns' calculation as it was reporting too high in some cases.tenths