Associated back office release.
General |
Improved data synchronization
Data synchronization has been improved and secured so that users can no longer perform actions without the necessary data.
Additionally, icons have been added if a visit is waiting to be synced, or if there is a sync error.

My calendar: offline visit frequency
In the list of points of sale in the My calendar menu, the frequency of visits (displayed under the SPS) is now available even when in disconnected mode.
Cart return and order date
When creating an offline order, you have the option to add the order back to the cart.
From now on, the delivery/service date that you indicated is taken over when you add it to the basket (it is no longer reset to the first possible date).
Status of picking and multi-universe products
In the statement, picking or multi-universe products can be indicated as present or out of stock (the absent status is deleted).
Email field character limit
The Email field for store contacts has been increased from 50 to 100 characters maximum.
Promotions |
Local operations (pirates)
You can now create local operations. If the headquarters has created a local operation with a framework (offers and promotions), choose from the available offers and products to establish a local operation.

Edit Trading Information After Trading Period
In a visit, when the negotiation end date has passed and the in-store start date has not yet been reached, you can continue to negotiate the promotion. Once the in-store start date has been reached, it is no longer possible to negotiate the promotion.
Photos for observation
Depending on the promotion settings, you can or must take a photo during the observation period.
Customer sheet: list of promotions
In a customer file, the new “Promotions” tab allows you to analyze negotiations/findings of current promotions.

My calendar: campaign filter
In the My Calendar menu, the “Campaign” filter allows you to filter the list of PDVs associated with the selected campaign (1). To the left of each campaign, the observation or negotiation rate is displayed as well as the negotiation or observation dates. The button allows you to access the promotional schedule in one click.
In the list of points of sale, a color code indicates the level of negotiation/observation of the store on the campaign (Green: all products were negotiated/observed, orange: some of the products were negotiated/observed, red: no product was negotiated/observed).

Promotions: Multi-unit/location products
When trading, it is now possible to indicate that a product has been traded in multiple units or locations using the button
Sales plan for promotions
During a visit, it is now possible to print/download/send a sales plan of the promotions.
Select the promotions to display, then click the button

Promotional finding
Now you can enter the number of units observed instead of the number of CUs.
Product nomenclature
By clicking on a product visual to open the details pop-up, you have access to the product nomenclature (i.e. the products that make up this product) in the BOM tab.
Comments
For national or local promotions, it is possible to enter a comment for each offer.
Promo plan: added to the pre-planning
In the promo plan, after clicking on a rate to display the list of points of sale concerned by the promotion, it is possible to add POS to the pre-planning.

- Product Catalog: If a product was multi-campaign, press the button
caused a display anomaly;
- My Clients > Investments: Clicking on a checkbox in the table changed the values in the table;
- Visit consultation: it was possible to modify certain fields of the sales plan and the questionnaire;
- Shopping Cart: If a user first chose the delivery location (and there were restrictions for the provider), then they could then select a provider that does not have access to the previously chosen delivery location;
- Observation/Evaluation: in disconnected mode, the Observation/Evaluation menu suffered a display anomaly;
- Map: if in the SFA method, routing to the first appointment was not activated, then the travel time between the 1st and 2nd appointment was not calculated;
- My Calendar/My Clients: The “Remove Filters” button was not correctly resetting the list of POS.