Updates |
Admin/General |
Agronomy |
Grain |
Energy |
|
Tailored quote notifications to the right team member Reduce quote notification noise by only getting the ones relevant to you. Now these will be sent to the assigned Energy or Agronomy salesperson depending on the products requested. (Ex. if a quote includes only products categorized as “fuel”, it will ONLY be sent to an energy salesperson) |
✅ | |||
|
ERP: AgVantage & Cargas Identify energy tanks easier |
✅ |
Everything else:
- Update the "Last Activity" date column in the Client’s tab to reflect the date of the latest invite vs the date they were first invited
- Hide the "Create New Tag" button for salesperson and associate roles
- Add the ability to read grain contract terms directly from API without using AgVend terms
- Select multiple locations at once from Team Hub > Grain > Location
- Change the name of "Payment Processor ID" in the payments export to be consistent between the web view and exported file
- Show the time stamp and file name of the last upload on "Elevator Hours"
- Merchant - Update scale ticket sync to create a copy of a scale ticket for each unique customer in the split
- Merchant - Update grain settlement adjustments to pull adjustments from BOTH settlements and scale tickets
- Merchant - Post prepay if the contract is manually marked as "paid" in Team Hub
- Merchant - Define "Category" for items created from bookings/prepays/invoices by base item
- Merchant - Create invoices from accounts receivables transactions with types that affect balances
- Product Management - Add comments to customer forecast requests and submissions
- Change the word "Shipping" to "Delivery" in the e-commerce order flow