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Contacts, SO Allocation, Bulk PO, Agent Login

Contacts, SO Allocation, Bulk PO, Agent Login

Owned by Sandra Petrovic
Last updated: Mar 05, 2025
2 min read

Contacts

  • Moved B2B CUSTOMER UPDATER, EDIT PARENT COMPANY, VIEW CUSTOMER HISTORY, EDIT VISBLE FIELDS into the menu burger

    image-20250305-040407.png

     

  • Moved total to the bottom of the screen:

    image-20250305-054714.png

    Currently shows it up at the top:

    image-20250305-054734.png

Sales Order Allocation

  • Overall look and feel has been enhanced on this module.

  • Right click the sales order to Remove From Screen. The button has been remove from the search bar at the top

    image-20250305-060707.png

     

  • When grouping BY STYLE, SUPPLIER, CUSTOMER, we have added a bit of space between each table to indicate which style belongs to each sales order

    image-20250305-060743.png

     

  • Moved Export search results to excel to the menu burger
    The report will export all the fields on the search:

    image-20250305-061037.png
    image-20250305-061046.png


    If you click the 2nd tab here you will see all the fields by customer:

    image-20250305-061126.png

Bulk Purchase Order

  • Added Edit Visible Fields into the menu burger

    image-20250305-054926.png

     

    image-20250305-054948.png

     

  • Merged the LINE and STYLE drop down into 1 drop down (top left)

    image-20250305-061317.png

Agent Login

  • Displaying the home screen as you login on the agent interface.

    image-20250305-061340.png

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