🚀 New Features and Improvements Across Dashboards
We’re excited to announce a host of new features and updates aimed at streamlining processes, enhancing data accuracy, and improving user experiences across multiple dashboards.
🌟 Key Features & Benefits
1️⃣ Supplier Bank Account Management
Capture supplier bank account details against borrowers to handle multiple bank accounts seamlessly. Map virtual accounts directly within the system for greater flexibility. Ensures accurate disbursement to the right accounts. Supports efficient handling of complex supplier-borrower relationships. 2️⃣ Capture Login Amount in Smartdash
Record the requested limit of a customer or RM during onboarding. Enables analysis of the sales pipeline. Improves tracking of customer expectations and business forecasts. 3️⃣ Quick Search by Trade Name
Search across all dashboards using the Trade Name field for faster access to data. Saves time and improves efficiency by reducing search complexity. 4️⃣ OPS Role-Based Access and Renaming for Clarity
Rename "Pre-Disbursement" as OPS Maker and "Disbursement Activities" as OPS Checker. Restrict access: OPS Makers and OPS Checkers have permissions aligned to their specific roles. Enhances clarity and prevents role-based access errors. Increases accountability within teams. 5️⃣ Invoice Editing Enhancement
Provide full edit access to all invoice fields in Invoice Maker when editing an existing invoice. Reduces redundant work by eliminating the need to reject and recreate invoices. Boosts efficiency in invoice management. 6️⃣ E-Way Bill Auto-Validation
Automatically validate and populate E-Way Bill details. Prompt users to add invoice details and images if no E-Way Bill number is present. Improves compliance and reduces manual errors. Speeds up the disbursement process. 7️⃣ ABFL Application Form Auto-Generation (Phase 1)
Capture selected fields directly from Smartdash to auto-generate the ABFL Application form. Saves time and eliminates manual data entry errors. Accelerates the application process for faster approvals. 8️⃣ Supplier Portal Enhancements: Call Centre Dashboard
Introduce a call centre dashboard view in the Supplier Portal for suppliers to check their retailers' status. Improves transparency and supplier satisfaction. Provides real-time updates to reduce queries and follow-ups. 9️⃣ Supplier Portal Enhancements: Onboarding Dashboard Mapping
Enable supplier mapping directly from the onboarding dashboard. Streamlines onboarding processes. Reduces manual effort and simplifies supplier-retailer relationships. 📈 Expected Impact
Efficiency Gains: Enhanced workflows reduce manual effort across key processes. Improved Accuracy: Minimized errors with automated validations and real-time data population. Better User Experience: Role-based access, quicker searches, and seamless edits lead to faster and smoother operations.
