New Feature

Note: The latest version of Field Sales has been tested up to iOS 18.5


New Features


IDDescriptionComments
FS9-3479


New Distributor specific product information fields - "Identifier 2"
In Administrator within the Distributor tab for a product, you can now add a new identifier.

This identifier will display for users when ordering for that Distributor Branch in the Order Qty window.

It can also be made visible as a column within an order, or under the product description in the order screen when configured in the "Order Columns" tab of the order work item (under "Product Fields")


FS9-2702
Support for deals based on Delivery Date
Deals can now be based on delivery date  

For example:  

If you configure a deal to be based on Delivery Date, the discount is only applied to the order line if the delivery date is within the defined Delivery Date period set in the deal.  

Click on the link below to learn how to set delivery dates to a deal  

Deal by Delivery Date  

If the Delivery Date option is not set in a deal, the previous logic applies where the deal applies based on the Call Date.




Improvements 


IDDescriptionComments
FS9-3203
Enhancement to Product Filters during an order
Within an order, a new "Filtered Totals" row has been added. When a filter is applied, the "Filtered Totals" row will return values only for the filtered list while the "Order Totals" row will return the entire order value.

This can be used when filtering to a Product Group (e.g. a "Brand") or when filtering to a deal


Product Group Totals

When viewing the order screen by the "Group" tab, each group now displays a sub-total for each group.









Bug Fixes


Description

- Fixed an issue when trying to use a newly added Dist Acct Number in an order, it wont appear unless you re-open the call (FS9-3475)

- Fixed an issue when during a call you change the distributor, it doesn't update all the order lines (FS9-3393)

- Fixed an issue with survey questions being cut off due to the length of the questions (FS9-3503)

- Fixed an issue when trying to delete the to contact for an account, it would also delete the next additional contact (FS9-3409)

- Fixed an issue when trying to edit a call in the History Menu, the app would close. (FS9-3477)

- Fixed an issue when updating the start time of a call whether it's back or forward, it would clear the notes within the call (FS9-3497)