Added new Business Summary report. This report can be found by navigating to the Report Module > Company/Financial > Business Summary. This initial version includes business summary data breaking down Sales (Cash Sales and Credit Sales) and Customers (Total, # of Leads, # of Prospects, # of Customers active, # of Customers inactive). More updates to this report including additional summary data will be coming in future releases.
Updated the Sales Commission report. This report is found by navigating to the Report Module > Company/Financial > Sales Commission. This report now breaks down the sales for each salesperson by income account. The detail report breaks it down by customer as well. An additional filter was also added to allow for different viewing options on vended or in-house products.
Order level notes are now available in the Design and Production Modules. A previous release included them in the Sales Module.
An Update was released to all CoreBridge Systems.
System Updates & Enhancements