January 2025
We’ve rolled out new features and improvements to make your workflow smoother and more efficient.
Highlights
Gain deeper insights with the new KPI overview section on the homepage.
Disable manual SKU updates when automated scanning is enabled.
Quickly spot missing or incorrect data with new filter options in the Expiry Audit module.
Track user limits per role with the new Licenses page under Subscription Management.
Customize scheduled email subject lines to match the names defined in your settings.
Assign adhoc surveys to specific field reps.
And much more below!
New KPI Homepage
We’re expanding the existing homepage with a powerful new KPI Overview section! You can now track key performance indicators, including Out of Stock, Share of Shelf, Planogram Compliance, Expiries, and Promotions. You will be able to monitor week-over-week trends and analyze performance across your brands, categories, and SKUs—all within a single homepage. This addition provides deeper insights to help you make data-driven decisions and optimize execution effortlessly!
Manual Audit Disabled When Automated Scanning is Enabled
To ensure accurate audit data, manual updates to SKU availability can now be disabled when automated scanning is enabled.
Here’s how it works:
All SKUs are marked as NO by default when a placement is selected and this default can be set in the Audit Settings view.
Automated scanning updates scanned SKUs to YES automatically.
You can enable this setting in the Access Rights view under "Disable Manual Audit".
Advanced Filter Options for SKUs in the Expiries Module
We've added advanced filter options to help identify missing or incorrect data in the Expiry Audit module.
Field reps can now filter entries with the following options:
Show All
Show Unaudited Data
Show Missing Data
Show Incorrect Data
Show Nearest Expiries
This makes it quicker to spot issues without scrolling through all entries. Plus, the Summary view has been removed for a cleaner interface.
User Limits and Licenses Page for Better Budget Control
We've introduced a user limit per role to help you better manage your budget. With the new Licenses page under Subscription Management, you can easily track the maximum number of allowed users and see the active ones, all in one place.
Improved Subject Lines for Scheduled Emails
We've updated scheduled emails to automatically match the subject lines with the names defined in your settings. This helps you customize them for better email management and identification.
Adhoc Survey Assignment for Specific Field Reps
You can now assign adhoc surveys to specific field reps to control who can access and answer them. A new Users tab has been added to the survey settings, allowing you to assign and manage users easily.
Team-Specific Data Access in Survey Reports
You will now only have access to data related to your team, improving visibility for team-specific reports. This update applies to the Summary, Charts, Statistics, Images, and Answered Surveys reports in both the Visit Survey and Adhoc Surveys modules.
Visit Duration Visibility Control in Reports
You can now choose to hide visit durations in the Call Plan and Coverage reports. This can be enabled through the "Hide Visit Durations from Coverage & Call Plan Reports" tag in the Access Rights view, giving you more control over the information displayed in your reports.
Calendar Access Permissions for Admins
We've enhanced the security of the calendar view. Now, with the updated settings, admins can have view-only access to ensure your calendar stays exactly as you set it.
Looking to make changes? This can be enabled through the "Add/Edit/Delete Calendar" tag in the Access Rights view, allowing only designated admins with specific permissions to add, update, or delete calendar entries, keeping your schedule management controlled.
Improved User Management Permissions in the Employees' View
User management in the Employees view is now more flexible with separate access rights for adding, editing, deactivating users, and resetting device IDs. These permissions can be managed through the "Add Users", "Edit Users", "Deactivate Users", and "Reset Device ID" tags in the Access Rights view.
New Controls for Editing Branch Details
Admins can now view branch details with restricted editing access in the Branches Data Bank view.
The settings icon will only appear for admins with the "Edit Branch Info" tag enabled in the Access Rights view.
The GPS location can be modified separately by admins with the "Edit Branch Coordinates from Grid" tag enabled, without affecting other branch details.
These improvements provide more flexibility in managing branch data.
Start & End Time Requirements for Visit Types
You can now make start and end times mandatory for specific visit types with a new setting in the Visit Type setup. When enabled, these fields will be required when creating visit requests or adding visits.
Visit Types Exclusion from Coverage Reports and Charts
You can now control which visit types appear in Coverage Reports and Charts with a new setting in the Visit Type setup. When enabled, visits of that type will be excluded from totals and calculations, keeping your reports focused on relevant data.
Reason Filter Added to the Promotion Summary Report
A new Reason filter has been added to the Promotion Summary Report. It adapts based on the selected status, showing relevant reasons when you choose Built or Not-Built, making it simpler to filter and analyze your data.
User Details Added to Key Reports
You can now see user details in 3 reports: Share of Shelf Grouped Report, Stock Count Data Bank, and Expiry Data Bank, providing better visibility into who performed each action for improved data tracking.