Release Notes
V4.8
Seedtrakr V4.8 (August 2023)
Product Master
(Limited Release) Dynamic pricing has been implemented on products. Record additional prices on products (ex. purchase price, grower premiums, royalties, margins, commission & more) and choose wether or not to factor them into your product SRP calculation. (New Feature)
Inventory
Pre-Breeder can now be selected as a pedigree classification on new products. (Improvement)
On hand amounts for inventory lots and products can now be clicked to bring up a summary of clean and unclean inventory, split up by each storage location. (New Feature)
Available amounts on the products page can now be clicked to bring up a summary of total available clean inventory. (New Feature)
Performance improvements have been made to the totes page (Improvement)
Sales & CRM
Booking product line items can now be flagged for early pickup, bookings can then be filtered to show all bookings with early pickup line items. (New Feature)
The customer's page can now be filtered by multiple customer tags using the new customer tag drop-down filter. (Improvement)
Formatting improvements have been made to customer engagement notes. (Improvement)
Customer engagement notes now support more characters than before. (Improvement)
External sales users now can be set as "non-brokers" which enables them to be assigned to multiple customers as well as add & edit their own customers. (Improvement)
Reports
An Expiring Quotes report has been added to view quotes that are expiring within a specified date range. This report can also be scheduled to be sent daily, weekly or monthly to all salespeople (who have expiring quotes) to notify them of their upcoming expirations. (New Feature)
Improvements have been made to the CRM Engagements report to allow for individual customer selection and the option to view the most recent engagement for all customers. (Improvement)
The option has been added to download to excel the contents of a page with your selected filters applied to get the data you're after. (New Feature)