Introducing Cumulative Line Charts in Monthly BI Reports
Your BI reports now include a cumulative line chart available with all data sets and designed to make it easier for you to track your month-over-month progress at a glance. When summarizing data, you’ll now see a clear view of how your sales dollars are stacking up over time, making it simple to compare current performance to previous months or even previous years, so you can spot trends faster and plan ahead with confidence.
Surface COD Status When Creating Energy Contracts
Give energy sales teams the visibility they need with a new enhancement to the contract creation workflow. For partners with COD (Cash on Delivery) status mapped from their ERP, internal users will now see a banner alert when initiating an energy contract for a COD customer. This ensures teams can confirm payment upfront before locking in prices or scheduling deliveries.
Note: This feature will not be automatically enabled for everyone. It will be activated selectively based on how COD status is configured in your ERP. Please reach out to the Partner Enablement Team to set up COD mapping so you can take advantage of this and future features related to COD customers.
Everything else:
- The expiration date selector on Secure Forms helps ensure timely responses and reduces the need for manual follow-ups by letting users set expiration dates when sending forms, defaulting to 21 days, with flexible options for 7, 14, 30, or 60 days.
- Now on Secure Forms, you have the ability to void with reason allowing you to streamline corrections and improves transparency by allowing users to void a sent form and provide a reason that is automatically emailed to the recipient.
- Customers in the Portal can now opt into automated cash bid messages directly in the portal, helping to streamline the request for these updates. Be sure to add an email address to Team Hub>Admin>Locations- Automated Cash Bid Notification Requests section.
- In Autopay, there is now an option for those with the ability to "Pay Statement Balance" to select a date option of "On Statement Due Date".
- Agvance - All invoices will now include crop and lot numbers when available.
- Customers will now have the option to pay the full amount of an order when prepaying an agronomy contract.
- Merchant - When an energy tank is marked as inactive in Merchant, it will be automatically removed from the portal.
- Time zones are now included in the description on the PDF for automated Cash Bid Messages.
- Merchant - Comment fields in orders will now have a character limit to ensure they don’t exceed character limits for comments when posting to Merchant.
- Merchant - When customers are deactivated in Merchant, and they are not active or invited in the portal, they will be removed from the client list.
- AgVantage - When customers are deactivated in AgVantage, and they are not active or invited in the portal, they will be removed from the client list.