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30 September 2024 App Update Release
30 September 2024 App Update Release

What's New in the Latest EMERGE Update?

Gigi Nguyen avatar
Written by Gigi Nguyen
Updated this week

1. New Inventory Forecast Report and CRM Module:

Inventory Forecast Report

New CRM module

  • Report to analyze sales rep performance. How many leads/opportunities/customers did they create, conversion rate?

2. Enhanced Interface with Packing List and Default Email Attachments:

Enhanced Packing List format

  • Look up: Adjust Shipping Address format based on customer preferences.

  • Add Company Logo.

  • Add CPON (Customer Purchase Order Numbers) in the packing list since there could be multiple CPONs.

Email Attachment for QO/SO/Customer Invoice

3. Addition of Payment status, Deposit Notes and Markup Fee Calculations:

SO Listing, Payment status filter

  • Add the new filter for payment status: "Save for next time"

  • Quickly create repeat invoices without starting from scratch each time, saving time and reducing administrative workload.

Deposit note to Supplier

Markup fee

Multiple company Set-up

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