New Feature improvements


IDDescriptionComments
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
Improvements to Product Filters during a call.
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
 
 


Bug Fixes


Description

- Fixed an issue with Contact Export not including Custom - Pick From Field (FS9-3486)

- Fixed an issue with the way the Distributor email "Body Text" formatting the emails that get sent to the distributor (FS9-3222)