Key updates:
Partners can now manage salesperson assignments in bulk
Partners can now mass edit salesperson assignments from the Sales Hub > Clients tab.
How it works:
-
Click to select the multiple clients you’d like to manage, then select “Assign Salespeople”
Update client info from partners' ERP up until the client is activated
Previously, we updated client data from our partners’ ERP systems up until the point at which clients are invited (no client data was updated from the ERP after the invite is sent).
Going forward, instead of cutting off that data pull at the point of user invite, we’ll continue to pull data until the user is activated.
Also keep in mind - client info doesn’t sync back and forth. Your ERP should be your source of truth for contact info.
Other details
|
ERP: General |
Admin / General |
Agronomy |
Grain |
Energy |
|
Removing the mode of action filter on the products page
When product information is stored in and pulled into the Customer Portal > Products page from ERPs, mode of action is a property that isn’t always properly identified in the ERP. Because of this, the mode of action filter doesn’t always appear to be working properly, so we’re going to disable this filter for all partners.
(Keep in mind - this is a new configuration setting (as opposed to removing this filter entirely), so we’re able to re-enable for any partners if needed. |
|
✅ |
|
|
|
ERP: Agvance |
Admin / General |
Agronomy |
Grain |
Energy |
|
Create energy contracts with multiple price periods
Now you can create a single energy contract, with multiple custom price periods. The contract will be reflected as one contract in AgVend (only one document for customers to sign 🙌 ), with multiple associated bookings in Agvance.
|
|
|
|
✅ |
|
If the order type selected is “delivery ticket”, we’ll bypass the order approval process.
Have this today for blend tickets Delivery ticket context- product was put on a truck for delivery. |
|
✅ |
|
|
|
ERP: AgVantage |
Admin / General |
Agronomy |
Grain |
Energy |
|
Request energy deliveries for all tank types We’ve made an adjustment that allows the button used to request energy deliveries to be present for all tank types.
Previously we only displayed Will Call or Auto Delivery tanks. |
|
|
|
✅ |
|
ERPs: CINCH and Tronia |
Admin / General |
Agronomy |
Grain |
Energy |
|
New statement notification Now when new statements are available, growers will receive a notification letting them know. |
✅ |
|
|
|