Release 12/09/24
Enhanced External Widget
The external widget now collects additional customer attributes, including Type, Subtype, Specialty, Annual Spend, Number of Locations, and Region. This enhancement enables automatic tier assignment based on predefined rules, ensuring customers are placed under the right tier and providing more accurate and competitive data.
New Rule Types for Dynamic Formulary
The Dynamic Formulary now includes two additional pricing rules to enhance flexibility, MSRP Discount and Cost Plus. These new options provide more control over pricing strategies to meet diverse business needs.
Price Source Column Added to Exported Reports
Exported reports now include a "Price Source" column, providing visibility into the origin of each best price, such as Catalog or Formulary. This column is available in both PDF and CSV reports and is positioned before the "Formulary Source" column for easy reference.
Edit PDF and Image File Line Items Directly
Users can now directly edit or label fields and line items in invoices or any PDF/image format files. This empowers users to manage their data independently, eliminating the need for external validation and enabling quicker adjustments with improved accuracy.
Separate Invoices from Merged Files
Users can now upload a single PDF containing multiple invoices, which the system will parse to create individual entries. This feature is especially helpful for field sales teams handling combined invoices, streamlining the process, and saving time.