Sales V4.9 (16 may 2022)

Written By Admin FAQ (Super Administrator)

Updated at September 9th, 2024

Lead management
If the user has access to the "Prospect" location type, it is possible to create a prospect from the "My clients" or "My calendar" menu (1). Depending on the permissions, it is then possible to modify/delete a prospect, or change its location type (2).

Management of entered addresses/overnight stays
If the user has access to the "Address entered"/"Night" location types, it is possible to create a prospect from the "My clients" or "My calendar" menu. It is also possible to modify/delete an entered address or a night.

Multi-company
When two or more companies have been created from the back office, the data of the visit steps are then filtered according to the selected company. The user can switch from one company to another directly in the visit, and it is possible to switch from one step to another without being blocked.

The visit time spent for each company is then calculated in the closing step:

Default visit duration
The default visit duration can now depend on the point of sale's distribution channel (back-office configuration).

Sales plan: EAN management
In addition to EAN13, the sales plan now handles EAN8, EAN5, EAN2 and UPC.


Bug fixes :

  • Data differences between online and offline viewing of a visit could occur;
  • When a user deletes a visit while offline, it will now be deleted on the next sync;
  • When viewing a tour, the icon for deleting a picking product is now hidden;
  • When viewing a visit, in the survey step, some columns could be reversed compared to the header;
  • The process name was only translated if the process contained only one means.

Externis, Externis, publisher of eCOS® Blue Eagle, the first SaaS suite dedicated to retail execution for players in the retail ecosystem (brands, distributors, wholesalers, etc.), across all distribution channels.

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