We are thrilled to announce the latest updates in our application, designed to elevate user experience, streamline processes, and provide enhanced configurability for administrators. Read on to discover the exciting features and improvements included in this release.

New Navigation UI Flow for Enhanced User Experience

This new feature aims to streamline user interaction, reduce unnecessary clicks, and provide a more intuitive journey through our platform.

1. Streamlined Navigation: With the new navigation UI flow, users will experience a significant reduction in the number of clicks required to perform actions within the platform. This enhancement is designed to optimize user workflows and increase overall efficiency.
2. Simplified Access for Single Actions: Customers with single actions will now benefit from a streamlined process that enables them to jump directly to the product selector screen. This enhancement eliminates unnecessary steps, providing a more seamless experience for users with straightforward tasks.
3. Flexible Action Management: Users retain full control over their actions within the platform. With the introduction of the "Additional Actions" button, users can easily add more actions as needed or proceed directly to the summary view, empowering them to customize their experience according to their requirements.

Enhanced Product Selector

This improvement empowers users to effortlessly manage their inventory with enhanced visual identification and streamlined processes.

Key Highlights:

1. Visual Product Identification: Users can now easily manage their inventory by visually identifying products within the product selector interface. This intuitive approach allows users to quickly locate and select the desired products with a simple click, enhancing efficiency and productivity.
2. Streamlined Process Across Views: The enhanced product selector functionality is now applicable across various views, including Drops, Requests, and My Inventory views such as Transfer, Return, or Adjustments. This ensures a consistent and seamless experience for users across different workflows within the application.
3. Priority-Based Order Mechanism: A new order mechanism has been implemented to prioritize products based on matching criteria for each sales representative. This enhancement ensures that priority products are prominently displayed at the top of the list, facilitating easy selection and efficient order processing.
4. Enhanced Organization: To reduce the number of products and improve overall organization within the product selector interface, users can now hide product groups that are not currently relevant.
5. Autofill Setting: We have introduced a new autofill setting that can be enabled to automatically mark the required products for addition. This feature further streamlines the inventory management process by reducing manual intervention and simplifying product selection.

License Validation

Introducing a robust license validation feature that ensures greater control over the sampling process. The new validation checks for mandatory licenses, marked by a new checkbox, prevent users from finalizing processes without the required documentation. 

Inventory Questions

Facilitate feedback collection by enabling simple questionnaires in Salesforce. Users can configure questions based on actions, such as Reconciliation, Sample Request, or Sample Drop. The variety of question types, including Yes/No, Free Text, Single Choice, Multiple Choice, or Rating, offers flexibility in tailoring the questionnaire to specific needs.

Inventory Groups

To enhance data organization between inventory orders and transactions, a new object has been created - Inventory Groups. Admins and users can now view all actions performed by representatives in a consolidated single view, providing a comprehensive overview of inventory-related activities.

PDF Templates

A new PDF template feature has been seamlessly integrated with Salesforce. This empowers users to generate comprehensive reports reflecting field activities, facilitating communication with customers and allowing for retrospective reviews from an administrative standpoint. All relevant information will be added, including disclaimers and signature.

New template is controlled via settings allowing to decide to enable or not or just send signature to Salesforce.

Manager Adjustments

Enhance tracking capabilities by introducing manager adjustments. This feature requires the addition of manager names and signatures, providing a more robust system for monitoring and verifying adjustments.

All Adjustments

A new configuration has been implemented, mandating users to fill in all inventory products, even if they share the same quantity. This update allows administrators to track both differences and unchanged products, providing a more comprehensive overview of adjustments.

Enable to Change Contact in Summary View

Users can now change the contact in the summary view, offering a quick correction option in case a sales rep mistakenly selects the wrong contact. This functionality is available only when the contact is possible to change, if due actual selection excepts the limits with the new contact will not possible to change.

Skip Acknowledgement and Skip Signature

Introducing flexibility in the acknowledgement or signature process. Admins can now configure which products require acknowledgment or signature and which ones can be skipped and automatically confirmed, even when acknowledgment load/transfer is enabled or signature is mandatory at country level.

Compliance Address

Address information is now automatically added to the picklist view and cannot be removed, ensuring compliance with regulatory standards.

Thank you for choosing our product. We believe these updates will significantly enhance your experience and streamline your workflow. If you have any questions or feedback, please don't hesitate to reach out to our support team.