Key features
A better picture of your customers’ payment history with your business
We’re going to pull payments made outside of AgVend into the Sales Hub > Clients page, allowing your team to have better visibility into customers’ payment history with their business.
(Agvance, Cinch partners)
Better control over which locations will fulfill orders
We've added a configuration setting that allows partners to prevent Agvance orders from pulling from locations where inventory isn’t present.
Going forward, all products in an order will be pulled from the location specified in the order. If an active product object is not available in the specified location, the order will not be written to Agvance, and the salesperson will be asked to update the order.
Want to turn this on? Let us know.
(Agvance partners)
Other details
|
ERP: General |
General |
Agronomy |
Grain |
Energy |
|
Customers can now make grain offers even more quickly — by submitting offers right from the cash bids screen within the Customer Portal.
|
|
|
✅ |
|
|
Additional actions to make managing the contract process easier — Sellers now have the ability to manually mark agronomy contracts as “paid” or “signed” through the Sales Hub. |
|
✅ |
|
|
|
We’re updating our location notification logic to first send email notifications to the location associated with the record. If unavailable, we’ll send it to the location tied to the grower. |
✅ |
|
|
|
|
Users can now search by salesperson name, account name, and account ID for Orders, Quotes, and Energy Contracts. |
✅ |
|
|
|
|
ERP: Agvance |
General |
Agronomy |
Grain |
Energy |
|
We’re going to pull payments made outside of AgVend into the Sales Hub > Clients page, allowing admins to have better visibility into customers’ payment history with their business. |
✅ |
|
|
|
|
Fulfill orders from specified locations – We're implementing a setting that allows partners to prevent Agvance orders from pulling from locations where inventory isn’t present. |
✅ |
|
|
|
|
More closely manage energy customers with holds — We’re adding a new configuration option that’ll allow Agvance partners to turn off the ability for customers with credit holds to order fuel in the portal.
Want to turn this on? Let us know what your credit hold codes are, and we can help. |
|
|
|
✅ |