Exceedra RE Enterprise

New functionality added in 7.21:

Monitoring:
- Moved bulk answer to question context menu in rapid entry
- Added sorting based on answers in some question types in rapid entry
- Introduced new KPI question Shelf level compliance

Routes:
- Improved selection of a customer when planning new activity

Bug fixes and stability improvements

New functionality added in 7.21:

Monitoring:
- Moved bulk answer to question context menu in rapid entry
- Added sorting based on answers in some question types in rapid entry
- Introduced new KPI question Shelf level compliance

Routes:
- Improved selection of a customer when planning new activity

Bug fixes and stability improvements

New functionality added in 7.20:

* Orders with Product quotas - New functionality that ensures proper distribution of limited volumes of specific products to key stores/chains, and maximizing profit and customer satisfaction by assigning quotas to sales reps who determine how to distribute the assigned quantity within their territories.
* Shelf monitoring via Image recognition (RIR) got on-screen photo taking guidelines.
* Activity steps - Tapping the circle icon completes the activity step. If there is a linked object or a recommendation, tapping the circle icon marks the step as to-do.
* Forms - The Wholesaler question supports initialization with the default one.
* Bug fixes and stability improvements

New functionality added in 7.19:

* A new and fast way to modify product quantities for multiple order row types
* Tracking the time users spend on recommendations to relevant Cost center
* Recording GPS and capturing a photo as evidence when canceling visits
* Allow users to start the day only after a successful synchronization
* The Sales folder marks new and recently updated documents
* Activity step can open any external application
* Bug fixes and stability improvements

New functionality added in 7.18:

* The total value of the order is visible on screen during order taking
* Orders allow for filtering products by filled Monitorings
* Ability to scan in orders based on customer product codes
* New/Historical order displays information about ordered/shipped/delivered quantities
* Ability to modify filled form when users resume paused activity or synchronize
* New widgets in Statistics: Sales value by category and Item weight by category
* Renew your consent with the TELUS privacy policy. This is because the privacy link changed from Exceedra to TELUS AGCG
* Bug fixes and stability improvements

New functionality added in 7.14:

* Activity planning: The indication of the visit priority is displayed on the map view.
* Forms: The Photo question supports taking multiple photos.
* Digital merchandising: The historical monitoring displays also a single photo of the shelf; instead of just a stitched photo.
* Booking sheets: The booking sheet displays also the total value of the calculated rebate.
* Gamification:
* Players can earn points based on selected answers in a Form More from options question.
* Players can earn different number of points for choosing particular answers in Forms and Monitorings.
* Bug fixes and stability improvements

New functionality added in 7.10:

Absences
- Brand new module for overview and requesting of absences (days off)

Shopping list
- Display summary info about items in the shopping list

Bug fixes and stability improvements

Version 7.9 introduces improvements to:

Activities:
- New visit times added to activity duration: 40, 50, 70, 80 minutes

Activity steps:
- New manual status available for related objects assigned to an activity step: To-do

Booking sheets
- Visibility of base price in default sales unit

Exceedra RIR:
- New KPI calculation supported: Share of shelf
- Saving and reading of stitched photo
- Out-of-the-box manual for efficient photo taking to maximize image recognition accuracy

Monitorings
- Add to shopping list question – ability to see whether monitored product is already present in shopping list and indication of quantity
- Automatic answer for mutually inclusive/exclusive logical questions
- Support for answering monitoring questions by scanning barcodes extended to question types Distribution (KPI), Decimal, and Integer

Orders
- Custom copy actions (available in case customization is deployed on backend)
- VAT can be exempt based on order row type (depending on backend configuration)
- Orders history – VAT total can be visible on order tile (depending on backend configuration)

Outgoing payments
- Check payments – visibility of available fields driven by backend configuration

Route planning
- New filter to show customers that were not visited since certain dateActivity steps
- Activity steps sub-headings

Sales recommendation engine integration:
- Visibility of aggregated opportunity value outside and during activity
- Filtering and sorting customers by opportunity value and priority
- Opportunity value breakdown by opportunity types
- Availability of opportunities in Activity steps
- Display Opportunity detail and fill Opportunity feedback form
- Validation for high priority opportunities in Visit summary

Sales folder
- Download all documents with a single click

Bug fixes and stability improvements

Version 7.9 introduces improvements to:

Activities:
- New visit times added to activity duration: 40, 50, 70, 80 minutes

Activity steps:
- New manual status available for related objects assigned to an activity step: To-do

Booking sheets
- Visibility of base price in default sales unit

Exceedra RIR:
- New KPI calculation supported: Share of shelf
- Saving and reading of stitched photo
- Out-of-the-box manual for efficient photo taking to maximize image recognition accuracy

Monitorings
- Add to shopping list question – ability to see whether monitored product is already present in shopping list and indication of quantity
- Automatic answer for mutually inclusive/exclusive logical questions
- Support for answering monitoring questions by scanning barcodes extended to question types Distribution (KPI), Decimal, and Integer

Orders
- Custom copy actions (available in case customization is deployed on backend)
- VAT can be exempt based on order row type (depending on backend configuration)
- Orders history – VAT total can be visible on order tile (depending on backend configuration)

Outgoing payments
- Check payments – visibility of available fields driven by backend configuration

Route planning
- New filter to show customers that were not visited since certain dateActivity steps
- Activity steps sub-headings

Sales recommendation engine integration:
- Visibility of aggregated opportunity value outside and during activity
- Filtering and sorting customers by opportunity value and priority
- Opportunity value breakdown by opportunity types
- Availability of opportunities in Activity steps
- Display Opportunity detail and fill Opportunity feedback form
- Validation for high priority opportunities in Visit summary

Sales folder
- Download all documents with a single click

Bug fixes and stability improvements

Version 7.9 introduces improvements to:

Activities:
- New visit times added to activity duration: 40, 50, 70, 80 minutes

Activity steps:
- New manual status available for related objects assigned to an activity step: To-do

Booking sheets
- Visibility of base price in default sales unit

Exceedra RIR:
- New KPI calculation supported: Share of shelf
- Saving and reading of stitched photo
- Out-of-the-box manual for efficient photo taking to maximize image recognition accuracy

Monitorings
- Add to shopping list question – ability to see whether monitored product is already present in shopping list and indication of quantity
- Automatic answer for mutually inclusive/exclusive logical questions
- Support for answering monitoring questions by scanning barcodes extended to question types Distribution (KPI), Decimal, and Integer

Orders
- Custom copy actions (available in case customization is deployed on backend)
- VAT can be exempt based on order row type (depending on backend configuration)
- Orders history – VAT total can be visible on order tile (depending on backend configuration)

Outgoing payments
- Check payments – visibility of available fields driven by backend configuration

Route planning
- New filter to show customers that were not visited since certain dateActivity steps
- Activity steps sub-headings

Sales recommendation engine integration:
- Visibility of aggregated opportunity value outside and during activity
- Filtering and sorting customers by opportunity value and priority
- Opportunity value breakdown by opportunity types
- Availability of opportunities in Activity steps
- Display Opportunity detail and fill Opportunity feedback form
- Validation for high priority opportunities in Visit summary

Sales folder
- Download all documents with a single click

Bug fixes and stability improvements

Version 7.8 introduces improvements to:

We’ve rebranded!
-We’re happy to announce that we have rebranded. AFS RE is now Exceedra RE Enterprise.

Booking sheets:
-Visibility of EAN in graphical form
-Visibility and calculation of price
-Highlighting of new booking sheets
-Ability to mark booking sheets as not sold

Orders:
- Screen-flow improvements
- Visibility of preferred wholesalers available when manually selecting wholesaler to order header

Sales folder
- New sorting options and storing of user preferences to make usage of the module more effective

Forms
- A grouping of questions and attachments functionality added

Monitorings:
- Filtering of products in monitoring by answers to logical questions, including KPIs distribution and out of stock
- More information visible in rapid entry screen, introduced the calculated question, product flags, note and attachments available during the monitoring editation

Activity steps
- Validity dates can be displayed for objects assigned to activity steps for better organization of work

Digital image recognition:
- New provider available for digital image recognition - Exceedra RE

Receivables:
- Validation whether receivables with issue and due on current trip have been paid

Customers:
- Booking sheets available in customer module - related modules

Bug fixes and stability improvements

Version 7.8 introduces improvements to:

We’ve rebranded!
-We’re happy to announce that we have rebranded. AFS RE is now Exceedra RE Enterprise.

Booking sheets:
-Visibility of EAN in graphical form
-Visibility and calculation of price
-Highlighting of new booking sheets
-Ability to mark booking sheets as not sold

Orders:
- Screen-flow improvements
- Visibility of preferred wholesalers available when manually selecting wholesaler to order header

Sales folder
- New sorting options and storing of user preferences to make usage of the module more effective

Forms
- A grouping of questions and attachments functionality added

Monitorings:
- Filtering of products in monitoring by answers to logical questions, including KPIs distribution and out of stock
- More information visible in rapid entry screen, introduced the calculated question, product flags, note and attachments available during the monitoring editation

Activity steps
- Validity dates can be displayed for objects assigned to activity steps for better organization of work

Digital image recognition:
- New provider available for digital image recognition - Exceedra RE

Receivables:
- Validation whether receivables with issue and due on current trip have been paid

Customers:
- Booking sheets available in customer module - related modules

Bug fixes and stability improvements

Highlights
- Numbers as text support - prices on print-outs can be written in words
- Prices calculated based on the delivery date - based on configuration, pricing runs against the Delivery date or against the document creation date
- Discount application based on the territory - discount assigned to a single territory is applied only for customers from the territory

Minor changes
- KPI calculation per trip - the calculation of a single KPI can be performed per visit or per trip
- KPI calculation based on product brand hierarchy - KPI for Orders can be defined to be calculated only based on products from Product brand hierarchy
- Possibility to enlarge photos taken into image recognition
- Custom KPI in DIR monitoring - possibility to display any KPI (on the product level) provided by DIR vendor
- Receivables validations enhancement - validations reflects the receivables filter

Bug fixes and stability improvements

- bug fixes and stability improvements

Highlights
Trade asset audit - Possibility to audit only specific groups of trade assets
Booking sheets - Prefill confirmed quantities with suggested to speed up the booking sheet confirmation process
Receivables - Possibility to pay the receivables from the customer's default payer
Not-secured device check – Prevention of running application on a device that is not secured
Idea portal integration - Share ideas for RE improvement directly from the application
Generally available application in store - Single application always updated to the latest released version
Release candidate in the store - Try the new version before using it in production
Seamless upgrade - When generally available application is used, after the update to newer major version, the frontend database is automatically upgraded

Minor changes
Receivables - Customizable color coding and custom filter of displayed receivables
End visit screen - Better visibility of draft validation at the end of the visit
Orders - Define the custom condition preventing the new order creation to be displayed at the start of a new order creation process
Customer creation - Customer creation request sent for processing without the necessity of synchronization

- bug fixes and stability improvements

Highlights
Trade asset audit - Possibility to audit only specific groups of trade assets
Booking sheets - Prefill confirmed quantities with suggested to speed up the booking sheet confirmation process
Receivables - Possibility to pay the receivables from the customer's default payer
Not-secured device check – Prevention of running application on a device that is not secured
Idea portal integration - Share ideas for RE improvement directly from the application
Generally available application in store - Single application always updated to the latest released version
Release candidate in the store - Try the new version before using it in production
Seamless upgrade - When generally available application is used, after the update to newer major version, the frontend database is automatically upgraded

Minor changes
Receivables - Customizable color coding and custom filter of displayed receivables
End visit screen - Better visibility of draft validation at the end of the visit
Orders - Define the custom condition preventing the new order creation to be displayed at the start of a new order creation process
Customer creation - Customer creation request sent for processing without the necessity of synchronization

- bug fixes and stability improvements

Highlights
Trade asset audit - Possibility to audit only specific groups of trade assets
Booking sheets - Prefill confirmed quantities with suggested to speed up the booking sheet confirmation process
Receivables - Possibility to pay the receivables from the customer's default payer
Not-secured device check – Prevention of running application on a device that is not secured
Idea portal integration - Share ideas for RE improvement directly from the application
Generally available application in store - Single application always updated to the latest released version
Release candidate in the store - Try the new version before using it in production
Seamless upgrade - When generally available application is used, after the update to newer major version, the frontend database is automatically upgraded

Minor changes
Receivables - Customizable color coding and custom filter of displayed receivables
End visit screen - Better visibility of draft validation at the end of the visit
Orders - Define the custom condition preventing the new order creation to be displayed at the start of a new order creation process
Customer creation - Customer creation request sent for processing without the necessity of synchronization

- bug fixes and stability improvements

Highlights
Trade asset audit - Possibility to audit only specific groups of trade assets
Booking sheets - Prefill confirmed quantities with suggested to speed up the booking sheet confirmation process
Receivables - Possibility to pay the receivables from the customer's default payer
Not-secured device check – Prevention of running application on a device that is not secured
Idea portal integration - Share ideas for RE improvement directly from the application
Generally available application in store - Single application always updated to the latest released version
Release candidate in the store - Try the new version before using it in production
Seamless upgrade - When generally available application is used, after the update to newer major version, the frontend database is automatically upgraded

Minor changes
Receivables - Customizable color coding and custom filter of displayed receivables
End visit screen - Better visibility of draft validation at the end of the visit
Orders - Define the custom condition preventing the new order creation to be displayed at the start of a new order creation process
Customer creation - Customer creation request sent for processing without the necessity of synchronization

- bug fixes and stability improvements