BeatRoute just got better (Release 7.3.2)

Modified on Mon, 3 Feb at 2:53 PM

The updates and capabilities mentioned below are available.

1. Auto-replenishment Recommendation for Distributor Primary Orders

We now have an option of generating order intent at any point in time available with the sales team & distributors themselves to make primary order placement easier. Stock norms can be uploaded at distributor level & based on current stock of a distributor, the system can generate an order intent which can be used to place an order.

New downloads on recommended order intent, upload for stock norm at distributor level have been added. Below are the changes in existing format for primary order upload (Name change & Column order change) ->

Changes in Format for Uploading Generated Order Recommendation -

S.No	Column No	Column Name	Type of change	Final Name
1	A -> B	Order_id	Rename	order_br_id
2	B -> C	external_order_id	Rename	order_external_id
4	D -> F	partner_erp_code	Rename	partner_external_id
5	G -> H	sku_erp_code	Rename	sku_external_id
6	H -> I	sku_uom	Rename	uom
7	K -> J	quantity	Column order change	quantity
8	I -> A	order_date	Column Order change	order_date

This is how New Format looks like (Please make sure to inform your partners & sales team on this)

2. Custom Icons to Represent Different Customer Sub-types in Sales Team’s App

Custom icons can be set up for subtype level differentiated visibility of all customers in map view. This feature enhances clarity and improves user experience by providing easy identification of customer types on the map.

3. The Source Data Input in the Campaign form is now more Intuitive and Report-friendly

In campaigns, if source data such as Product List as an input type is selected, users will be able to select a Product by utilising prebuilt filters on Brand, Category or Product. Along with this we have improved Report Builder to also include additional product attributes (such as category name, category ID or brand name) in any report built on such Campaign Data.

4. Customers Can Now Track Their Past Submissions on Campaign Forms and get Alerts on Status Update in Whatsapp/Bot as well as App

Campaign Forms targeted on customers are currently used to allow customers using WhatsApp-connected Customer App to report their issues, raise claims or submit feedback. Now with this change, customers can track the history of all such submissions. Additionally customers will also get a notification on changes in submissions made previously e.g. if an Issue status was marked ‘Resolved’, customer will get a whatsapp notification as well as an in-app notification.

5. Improvements in Reporting Attendance -

In tour visit activity, while reporting day start & end, we have introduced a new field where users can also mention their KM reading. Along with this we have also made compulsory capturing of photos as configurable at company level.
These user inputs will be available in the Team Activity Download report:

Starting KM Reading (starting_km_reading): Captures the vehicle’s initial odometer reading while reporting beginning of the day
Ending KM Reading (ending_km_reading): Captures the vehicle’s final odometer reading while reporting day end

S.No	Module	Column Name Added	Column Name Removed	Position After Column
1	Team activity	starting_km_reading	-	Details
2	Team activity	ending_km_reading	-	starting_km_reading

6. Miscellaneous Improvements

6.1. Change in Customer Approval Process

Previously, updating a customer’s profile details via the sales team app or API could reset their Approved status, causing unnecessary re-approvals. Now, if a customer is already Approved, profile updates will not change customer approval status. The change is automatically applied, requiring no user action.

6.2. New API for Customer Contact Create/Update

Customer contacts can be created, updated or deleted by this new API now simplifying customer contact management.