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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 over a month ago

1. New Inventory Forecast Report and CRM Module:

Inventory Forecast Report

New CRM module

  • Report to analyze sales rep performance. How many lead/opportunity/customer they created, 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 CPON.

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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