This update features our newest features and fixes, we hope you enjoy them. Please feel free to contact us if you any questions.

Featured Report

Sales Rep Toolkit

Arm your sales force with real-time data and insights to reach goals. Available on a mobile device or tablet, the Sales Rep Toolkit will empower your team to sell effectively. We have recently enhanced and optimized reporting to better serve your team. (Available upon request)

Comp Sales and Tonnage
Review Orders, Invoices, Returns
Price Lists
Par Card with Promotional History
Warehouse Inventory
Undershipped
Gap Analysis

New Reports

Weight Deviation

Dive into which items were shipped outside of their allowable weight deviation.

New Features

Profit Report

On the new Sales vs Returns page, you can see a percentage to sales comparison. This data point will allow you to get a better understanding of product returns (by item or by customer) compared to all products being returned.

Open Orders

Gain visibility into the estimated weight of an order transaction, alongside estimated sale.

System Data Listings

Various new fields added!

Customer Listings page:

Terms
Outlet
Send to Quickbooks
retailerId
xRef
EDI

Items page:

Bin and Aisle location

Filter Updates

Inventory Valuation

Added filter for inactive items

Comp Sales Report

Added filter for Boar’s Head items

Pricing

Added filter for items

Gap Report

Added filter for route

Power BI Updates: September 2024