Velocity Changelog
6min
Release April 29th, 2024
Commission
- Added ability for Users to Delete and Create Territory Alignments. Additionally, Users can now edit the names of already existing alignments.
Release April 19th, 2024
Products
- Product Labels - This new feature adds another classification to products within Velocity. These can be useful in organizing products under a certain category to help access a specific list of products more quickly within the Catalog. These can be added through the Catalog Settings and, afterward, will be displayed next to products under Catalog -> Products and will appear as a column in the Order Items Report
Release April 1st, 2024
Reports
- Scheduled Reports — This new feature allows users to set up a report to automatically run at a given interval. Users can customize the time and days of the week the report will run on. Scheduled reports are automatically emailed to one or more addresses of your choice.
- Add bill-to and ship-to addresses to Order Lines Report
- Add "Term Paid" column to Order Lines Report
Customers
- Customer Attachments — Users can now upload personalized documents or other files to their customer profile.
Commission
- Commission Tab Rework — One map in eSpatial can now be used with multiple commissionable categories. Users can see all available eSpatial maps and their associated categories on the new Territory Alignments page.
User Management
- Users can send password reset emails from the user management page
- Users can now change their own display name and email address in Velocity
Release March 18th, 2024
Reports
- Users can now edit the settings of a previously saved report
- Added "Invoiced Amount" column to Customers Report
- Users can now send reports to multiple email addresses
Order Details
- Updated design of payments section on order details page
Release March 6th, 2024
Orders
- Added support for refunding payments that have been paid with a customer's balance
- Added support for refunding payments made against a terms order
Reports
- Added "Paid in Full" column to the Orders Report export
- Added "Capital Terms" filter option in Orders Report page
- Added "Customer Labels" selection section to Orders Report page
- Added "Commissioned Reps" column to Order Items report export
Release February 21st, 2024
Reports
- Added "Commission Percent" column to Commission Report
Orders
- Added warning message when invalid items are added to a cart when editing orders