V1.4.1

V1.4.1

New Features/Improvements

Added a "Fiscal Year" selection to time-based comparisons

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Note: This relies on the "fiscalStart" setting, which defaults to "01-01". This setting is available under Server Settings in the CP2 Admin module.

Remove cash/retail accounts from Top Customers

The "Top Customers By Sales (GP%)" graph on the FlightDeck Dashboard now excludes accounts that are listed in the cashCustomers admin setting.

CPMailer Date Comparison Daily/Weekly Update

The CPMailer module now pulls same day of same week for its daily reports.

i.e. a Monday will always be compared to a Monday, and so on.

Additionally, weekly comparisons should now work correctly on years that have 53 weeks when they are compared to years with 52 weeks.

"Returns" CPMailer Block

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A new CPMailer report block adds a list of returns to your nightly, weekly, or monthly email.

This report block may be temporary, as this information may become available as part of a bigger analysis on the COUNTERPOINT Cloud Platform at a later date.

Note: On a weekly or a monthly report, this block can get to be quite long.

New Custom Reports Fields

Sales Reports
Inventory Reports

Small Fixes

 


Revision #3
Created 16 December 2021 23:08:29 by Tyler
Updated 22 December 2021 16:41:29 by Jim