Essent® Software Enhancements for 2016

Accounting

EssentOne™ Accounting

Automatic Accounting is added to EssentOne. The Accounting engine integrates with operations so that even the most complex accounting activities, like job costing and commission calculation, are performed automatically as a result of processing orders. Q4

Enhanced UI/UX

Enhancements to the User Interface/User Experience in the EssentOne Accounting module make information easier to find. Search functionality and a date filter are added to the Receive Payment tab; invoices can be filtered by branch; Purchase Order detail can be opened from the Sales Order detail; and a new button provides one-click access to Purchase Order history. Q4

Accounting for Services

Services now can be created and managed in the Accounting Module. Q2

Customer Service

New Credit Hold Types

Payment Card Holds have more granular functionality with three new credit hold types. One is a credit hold that does not allow sales orders nor purchase orders to be created nor submitted for a specific trading partner Q1. Another is a credit hold that continues to allow Sales Orders Q2. Another is a credit hold that continues to allow Linked Purchase OrdersQ2.


Automated Order Change Notifications

When sales order changes, the Customer Service Module now can automatically communicate the change to the trading partner via Electronic Data Interchange or email. Users can define when an order change should be communicated. Recipients can subscribe to change notifications and set preferences.Q2

Workflow Triggers

The Workflow tool can be triggered based on order conditions. When an order exceeds a certain amount, for example, the system can trigger the activities and processes associated with managing the larger order. Workflow continues to be triggered by Order Class as well. Q4.

Document Delivery

A new Queue Notification manager has been added to Compass that tracks which outgoing emails are scheduled for delivery and which emails have failed to be delivered.Q4.

Promotions Valuation

Finer control is added to promotions, specifically the sequencing of multiple promotions. Now the promotion most recently added to the Sales Order or Shopping Cart will be evaluated first followed by the second most recent and so on. Q4.

Show/Hide Line Items

Users can optionally hide line items for products, services, and charges in Sales Order acknowledgment documents sent to customers.Q4.

Linked Activities

Activities created for a Purchase Order can be automatically linked to the corresponding Sales Order.Q4.

Fulfillment

Color-Coded Work Order Status

Reviewing the status of a work order is simpler. Users can now see color-coded percentages that reflect the work order status. Color-coded percentages are provided for product received, product shipped, service received, and service fulfilled. Q2

Improved Work Order Management

New sorting and filtering options have been added for Work Order Management. Users can newly sort and filter based on color-coded percentages, category, subcategory, and sales order reference number. Q2

Batch Services Fulfillment

A new Fulfill All button can be optionally displayed to allow batch fulfillment of Work Order services. In other words, multiple Work Order services can be marked fulfilled simultaneously. Additionally, a new setting defines the default work that is encompassed by the Fulfill All button. Q4

Inventory

Preferred Replenishment

Inventory Replenishment through preferred suppliers is streamlined. The Required Inventory Manager now shows a column for Preferred Suppliers. Q2

Receiving

A new Purchase Order Receiving document is designed to make it easier to check inventory as it arrives. The document displays the ordered quantities for the products on the PO, and provides space to mark down received quantities. Received items are also added to the PO Transaction History. Q4

Marketing

Market Definition

Market Types and Source Types now can be defined in the Administrator module and assigned to Market Codes and Source Codes. This improves performance tracking by market segment and source. Q2

Reporting

Report on New Business

Added reporting documents make it easier to analyze new business. One shows new accounts within the last month or quarter by customer. Another shows new accounts within the last month or quarter by order. Q1

Ecommerce

Estimated Arrivals

Ecommerce websites now can optionally show estimated arrival dates, and the estimated arrival date changes based on the shipping method selected, powered through integration with FedEx and UPS web services. Q4

SEO

Breadcrumb Lists

SEO is enhanced with Breadcrumb List markup that adheres to Schema.org specifications. Breadcrumb List markup conveys information about site hierarchy to search engines, which in turn can more efficiently crawl the site and also display the breadcrumb path in SERP (Search Engine Results Page) returns. Q1

Website Design

Improved Default Designs

SiteBuilder now has more built-in design options. An improved default layout as well as additional classes have been added to the base and default CSS (Cascading Style Sheets) that come with all SiteBuilder sites. Q2

Software Enhancements

Always Improving

Essent solutions for business management, ecommerce, and software systems integration are enhanced on a quarterly Software Development Lifecycle. We continually meet the new needs of companies like yours. Get in touch to learn more.

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