1. New Inventory Forecast Report and CRM Module:
Inventory Forecast Report
Provide detailed inventory levels information and purchase quantity recommendations for each product
New CRM module
Report to analyze sales rep performance. How many lead/opportunity/customer they created, conversion rate.
Look up: CRM Conversion Report
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 CPON.
Email Attachment for QO/SO/Customer Invoice
Upload TOC(Table Of Content) PDF when you send a quote, sales order and invoice to customer.
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
EMERGE now automatically records Markup Fees into Receipts Administrative Fees, simplifying financial tracking and improving accuracy in reporting.
Multiple company Set-up
Flexible corporate account changes for businesses with multiple companies
Look up: How to set up multiple companies