Improvements
Deductions Reconciliation
-
Added an indicator for missing back in the transaction profile
-
Non-resolved invoices that do not have backup attached will now show a “missing backup” indicator
-
Users can quickly filter to invoices that do not have backup attached
-
Users can quickly filter to files attached to the transaction but not attached to an invoice
-
Users can dismiss the warning (only for the user, not team-wide)
-
-
File Manager
-
Added the ability to delete files and create invoice headers from the new in-app preview screen
-
Minor styling updates to the context menu to make available actions more clear and organized
-
Added a “X” icon for a more obvious way to close out of the file manager
-
-
Miss Log
-
Added bulk actions to the Dispute tab of the miss log
-
Minor styling changes and updates to the ordering of bulk actions on the Sales Review tab
-
Added a new column to indicate how long it’s been since an invoice line has been flagged
-
Manage
-
Added an “Associated Tactics” column to the fund types table. Users can select one or more tactic to associate with each fund type. The allowed selections are:
-
Ad
-
Coupon
-
Demo
-
Display
-
EDLP
-
Shopper Marketing
-
TPR
-
-
We will be using these tactics in upcoming improvements to predictive lift, allowing the lift prediction model to learn the tactics overlapping each promotion to improve its accuracy.
Promotions
-
Added “Gross Margin” field into the promotion create/edit step 2 screen for both promotion lines and promotions. This field shows the calculated expected gross margin field for both the promotion and promotion line.
-
Screenshot of “Gross Margin” added in promotion step 2 interface
Analytics
-
Predictive Analytics - Added slider to help select minimum/maximum prices for predictive analytics
APIs
-
Launched updates to our REST API response and error formats. This includes standardized success, errors, and result fields, updated HTTP status codes, and metadata/date-field improvements.
Bug Fixes
Deductions Reconciliation
-
Fixed an issue where saving information for a a file with a missing First Receiver would result in an error
Promotions
-
Fixed an issue where invalid error message was displayed that prevented users from submitting promotions in bulk due to role approval limit (approval limit does not prevent users from submitting promotions individually).
-
Fixed an issue where users were unable to bulk submit all promotions, and were limited to submitting promotions by max page amount of 15.