The updates and capabilities mentioned below will be available a few users by today, Mar 14th 2022 will be available to everyone in a few days to follow.

 

Introducing 4 More Alternate Units for SKUs

To facilitate wider use cases of transaction, reporting and seamless working with integrated systems like SAP, Oracle and more, we will support a total 5 Alternate Units of Measurements (AUOMs) in addition to a Base Unit of Measurement (UOM). If a base unit for a specific SKU is in pieces, then alternate units can be defined as boxes, cartons etc. along with the conversion factor for each.

 

This holds true for Log sales, Secondary Stock, Secondary Order and Secondary return, primary order, primary stock on the SFA app. And reflects in reporting and KPIs across the BeatRoute Suite.

 


Now Track KPIs Performance Directly on Customer Profile Page

App and Portal users were already able to track performance of individual customers vis a vis some of the KPIs on scorecard. Now KPIs for which Customer level tracking is available, will directly be visible on the Customer profile page. 


Concept of customer Targets allows you to setup targets for each customer/segment and drive higher sales output with clear tracking against KPIs. Or use our input KPIs to discover and address underlying reasons for low performance. 



New KPIs in our ScoreCard Module

Goal-driven sales technology gets more teeth with a few more industry KPIs. Do check them out on our scorecard page. Talk to your designated POC for details on how these KPIs can help. 


Take it as a sure thing that we will be releasing more KPIs equipped with configuration in almost every other release. 



Partner/Distributor Sales View on the App 

ERP integration has more value for the sales team now. All roles can now see Primary Sales or Partner/Distributor sales coming from an ERP system directly in the transaction history of that Partner. It is going to be available in the transaction history section on the Partner profile page along with other transactions.  



Miscellaneous Improvements

  • Customer Approval workflow can now be switched on only for select segment of customers via Customer subtype attribute.
  • Better encryption for server keys to enhance security.
  • Views for Secondary Stock/log_sales/primary stock have been optimized.
  • Now External Order ID can be seen in the in order table across the portal along with the reports.
  • Reason to approve or block a customer can be viewed on the portal and integration  APIs.