Order Name & Rental Rep on Order PDFs
We’ve added two new Template Regions to help make your Order PDFs work for you.
The Order Name can now be displayed on Wishlist, Proposal, Confirmed, and Sale Orders as well as Pull & Delivery Tickets.
Herd Leaders can also choose to display Rental Reps on Proposal Invoices, Confirmed Invoices, Sale Invoices, Pull Tickets, and Delivery Tickets.
Learn more about Template Regions.
Accountant Access to Metrics
Accountant Users can now view Account Metrics.
This is especially helpful for RW Pay Users. The Payout Detail View of the Payouts Month-to-Date Metric will help your Accountant reconcile your Payouts with Payments Received.
See more about User Permissions.
Other Updates
- Item Type included on Inventory Report
- “Add Item Variation” button added to Kits
- Additional bug fixes