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V1.4.0

This release takes aim at a number of new and very exciting features aimed at adding efficiencies for your counter staff. This release also takes us out of our beta testing and to a production/live infrastructure.

QuickDial

  • Seamless integration between your AMS PBX phone system, and your COUNTERPOINT point-of-sale by way of the COUNTERPOINT cloud platform.
  • QuickDial launches as soon as you answer a call, using the CallerID to find the customer.
  • Ability to launch a COUNTERPOINT invoice session for a customer directly from QuickDial with one click
    • Launch a customer invoice, or invoice for specific ship-to
  • Single screen with many pieces of customer specific info at your finger-tips
    • Customer account status
    • Delivery run/run time info
    • Detailed invoice search
    • Integration with JDispatch for visibility of current deliveries
    • Last ecat access
    • Pop-up notices for important notes on account
  • Seamless ability to assign unlimited additional contact phone numbers to an account

Sales FlightDeck updates

  • Changes to values/headings in top card for more clarity on meaning
  • Ability to customize field headings
  • Persistent visibility of current data filters

Inventory FlightDeck updates

  • Add last cost to old stock report
  • Add validation against 'date added' into old stock report
  • Introduction of 12 month and 24 month old stock KPI cards to inventory flightdeck
  • Persistent visibility of current data filters

CounterCRM enhancements

  • Ability to import call logs from AMSPBX system into CP2
    • Includes Call date, duration and recording (if available)
  • Ability to assign 'pop-up' notes in the QuickDial page
  • Introduction of sales-rep 'focus' list.
    • Ability to manually add customers to your focus list
  • Customer specific sales alert targets
    • Override the system defaults on
      • Sales decrease threshold
      • 30 day overdue threshold
      • 60 day overdue threshold
      • 90 day overdue threshold

Revamp of CPMailer management and new reports

A number of enhancement to the overnight reporting module

  • Redesign of the report assignment screen 
  • New 'Web Report' type
    • Users are sent an email and can log in to view the report
    • Can create 'audited' web reports which require signatures
  • Introduction of a number of new overnight reports
    • Top 10 Categories
    • Top 10 Classes
    • Top 10 Customers
    • Top 10 Gaining Categories
    • Top 10 Gaining Classes
    • Top 10 Gaining Customers
    • Top 10 Gaining Industries
    • Top 10 Industries
    • Top 10 Losing Categories
    • Top 10 Losing Classes
    • Top 10 Losing Customers
    • Top 10 Losing Industries
    • Low margin report
  • Expansion of backend API to allow custom reports to be sent from your Point-Of-Sale system to users via the cloud platform via a simple .csv upload
    • Recipient management all done through the platform
  •  

New fields in custom report generator

  • Introduction of unique invoice count as a summary value in Report Generator

Updates to Prebuilt Reports

  • Sales table now has the ability to adjust the comparative date ranges beyond just MTD/YTD. 

Admin Updates

    Admin users aren't required to know the user's password if they wish to change it.

    Bug Fixes & Improvements

    • Implementation of Redis for speed improvements
    • Refactoring of queries for speed improvements
    • Use default branch in prebuilt reports to present default values without needing to select
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