The updates and capabilities mentioned below will be available from today, Jan 7 2022 to beta users and over the next few days to all the users. 

Introducing Concept of Shipping Party besides Billing Party

Shipping details, have been missing from our order flow till now, and we have solved this pain point, this time around. Now, two new standard fields will be a part of Order: “Shipping Party” and “Shipping Address”, this will reflect on order detail, dispatch as well as the invoice.  Also, the customer's own name or associated customers can be selected as the shipping party, whereas the shipping address will be copied as maintained for the associated customer entity.

It also brings a higher degree of compatibility with your full blown SAP and Oracle ERP deployments. 

Campaign Forms get Super Powers with Full Selective Rights on Each Input

It was already possible to define which roles can edit each input field in the Campaign Form. Now you can also define which role can view or make submissions for each input field. 

Many of you were using Campaign Forms for various use cases and we realized you may have a field simply to display your audit result of a merchandising campaign. Or an approval remark on a Travel Plan meant only for managers. Or a Site Audit form that can only be submitted for all its inputs by Territory Managers.                                                       

These campaign permissions will work seamlessly in the new app only.

Define Different Approval Workflow for Customers and Influencers 

Now you can define Customer Profile approval rights by customer sub-type. After-all you may have a different process for adding a Dealer v/s a Contractor v/s a Warehouse site.  

Customer “sub-type” attribute has been given its due treatment by including it as a basic profile attribute everywhere on the App along with name, picture, location and address.  

Introducing Fixed Value Schemes on App Orders

We have extended the scheme rule engine to include fixed value schemes for App based orders as well. There is now an option to display the discount either at the SKU level of invoice.

Fixed value schemes can be defined for value as well as quantity purchase conditions.  

Miscellaneous Improvements

• Reward/Loyalty Points have been added in Customer Listing on the portal.

• In Order Execution, Sales Reps can view and filter list of pending invoice on Customer History.

• A "New" tag is now shown in new responses submitted for any Campaign Form.

• Brands will be listed in alphabetical order in SKU list filters across all transaction limit of no of custom fields in customer and partner workflows have been increased to 10.