VIP - Sales Custom

April 20, 2023

What's New • Item Catalog data is now refreshed during a Mid Day Receive. • POS - Available inventory is now visible on the main screen for permanent POS items. • KARMA - The redesigned KARMA task view has been adopted as the default in this release. • KARMA - The ability to reorder brands is now available in the redesigned KARMA task view. • KARMA - Commitments shared from your supplier can now easily be added to an order. Brand Builder is required to use this feature. Bug Fixes • We've tinkered with the internal workings and polished some rough edges. The app is now better than it was.

September 21, 2022

What's New • KARMA - Numeric and price answers now use a numeric keypad for iPad users. • KARMA - Scanning for brands and item has been added to the new KARMA task view. • KARMA - Added the ability to search outside of a brand set when allowed on the new KARMA task view.

December 14, 2020

New in version 6.31 • Added the ability to control access to the "Pay Full Balances" function via security code on the A/R screen. • KARMA - You can now to pinch-to-zoom on any photos from previous tasks to view more details. Corrections in version 6.31 • KARMA - Fixed a crash that would occasionally occur when attempting to open a task with task instructions. Sales 6.32 fixes an issue that could prevent sending with pending payments.

January 14, 2020

New Features: • Deal Filter - Quickly see all items that are part of deal. In the deal filter we show how many cases have been ordered, how many cases to the next deal, and the effective dates for the deal. The deal filter can be enabled from the view menu on the order screen. • Force ordering clean tiers and pallets by item at eligible accounts which are set to "round to next tier". A security code can be added to prevent closing orders if uneven layers exist. • Force ordering clean tiers and pallets by loading size. A security code can be added to prevent closing orders if uneven layers exist. • Directly access the credits screen from the order screen. Simply long press on an item and then tap "Add Credit Item" from the menu. • Reply to shared tasks in KARMA. You can now respond to other KARMA users who have shared a task with you when completing that task. Bug Fixes: • Fixed a crash when submitting KARMA tasks on iOS 13 devices using the "Submit With Actions" option. • Minor bug fixes

December 11, 2019

Fix performance degradation.

April 22, 2019

New Features: ---iPhone--- • New view option on order screen for iPhone - Expanded View - Allows customizing columns on the order screen that matches functionality of the VIP Sales App on an iPad. ---KARMA--- • KARMA custom attributes are now supported in the Sales app. Custom Attributes will appear as rows on the bottom of the account detail screen. The new "+ Add" button on the account details screen will allow users to add new attributes. • Enter task instructions and photos when assigning new tasks from the Sales app . Bugs Fixed: • Performance Discount prompting is now presented after mass update functions (Calculate Order/Copy Last Order) • Fixed an issue with certain KARMA tasks not appearing for certain users when drilling into accounts. • Other minor bug fixes

January 14, 2019

New • Added keyboard button to all order screens to quickly recall and dismiss the number pad while ordering [iPhone]. Fixes • Added stability to send process. • Ensure negative on-hands are preserved. • Resolved other minor issues.

October 31, 2018

NEW IN SALES 6.11: * Round to nearest tier/cart/pallet: when entering orders, the numeric keypad now has an option to round up or down to the nearest tier, cart, or pallet. * Indicators for items/accounts that prefer orders by tier/pallet * The numeric keypad has been redesigned to give you more control over quantity adjustments. Buttons for addition and subtraction have been added as well as rounding controls for items with tier/pallet information. * Capture customer names alongside their signature: customers type their name when signing an invoice or order. * View PDFs of historical invoices from A/R view and the Order History 'panel' below order entry. * Completion status of KARMA tasks can be added as a column in the Route List. Tapping an account's task completion status will display a list of all tasks assigned to that account; from here you can work with any displayed task (i.e. view, complete). * KARMA tasks now support conditional questions with multiple dependencies. * Review KARMA tasks when exiting an account: the task dashboard now appears when exiting the account as well as when you enter the account. This second appearance of the task dashboard occurs if you have an incomplete task due today or an incomplete "Each Visit" task. * iDIG Dashboard reports are now presented with enhanced visualizations. Tapping a chart will lead you to the complete data table. * Drag and drop column headers: when you turn on "Change Layout," you can now long press a column header and drag it to the desired position. FIXED IN SALES 6.11: * Numeric keypad issues have been resolved on iPhone X devices. * Filtering and sorting: if you sort the Routebook and then apply a filter, the Routebook now reverts back to the original sort when you remove the filter. * Creating orders: Orders are no longer generated when no quantities have been entered for any fields.

October 15, 2018

Fixed in Sales 6.10: - Missing "Other Forms" row in KARMA task list.

June 9, 2018

New in Sales 6.8: - Improved sorting of items by code date on iPad. We now show items with problems or warnings before items that do not have code date problem or warnings. - Indicate when a deal is available for an item on the iPad. [Order Entry] - Added street address and account terms to the route list on the iPhone. Fixed: - Incorrectly converting on-hand units to case when sending. - Minor bugs.