TW24.4.50 Release Notes: Potential Sales Data PUT with Quote

Overview

We’re excited to announce the release of the new pot_sales_data.put API endpoint. This update enhances integration between Point of Sale (POS) systems and Trakwell.ai by streamlining the management of potential sales.

The endpoint allows for the creation and updating of potential sales records with enriched customer and quote data. This is a significant complement to the existing sales.put endpoint, extending functionality specifically for potential sales scenarios.

Key Features

1.New Potential Sales Quote Workflow

• Quote ID Handling:

The new SALE-ID field is treated as a quote identifier, similar to a POS-generated Quote ID.

• The SALE-ID serves as a linkable reference for both the Potential Sale and Sale forms in the UI.

• Expiration Management:

• Potential Sale quotes can now be validated or looked up in Trakwell.ai for a duration specified in the “Quotes Expiration Days” field in the Admin page.

• Default Expiration: 30 days from the current day. This value is configurable by company administrators.

2. UI Enhancements

• Quote Graphics:

• A new Double Quotes Graphic is displayed in:

• The quote field of the Potential Sale form.

• The Sale-ID field of the Sale form.

• Sale Graphics:

• A new Dollar Sign Graphic is displayed in:

• The quote field of the Potential Sale form.

• The Sale-ID field of the Sale form.

• Form Refactor:

• Improved consistency between Potential Sale and Sale forms.

• The Quote Field in the Potential Sale form has been repositioned to align with the Sale form layout.

• UI Theming:

• The SALE-ID now adheres to the Trakwell UI design theme for a more seamless user experience.

API Details:

Endpoint: /ords/doorcounts/api/v2/pot_sales_data.put

Example API Call

curl -X POST -H "API-KEY: <REDACTED>" -H "COMMENTS: sale on the 9th" -H "CUST-ADDR1: 1234 Krypton Street" -H "CUST-ADV-SRC: Internet" -H "CUST-CITY: Metropolis" -H "CUST-EMAIL: clark@superhero.com" -H "CUST-F-NAME: Clark" -H "CUST-ID: 12345abcddd" -H "CUST-L-NAME: Kent" -H "CUST-PHONE1: 5555551212" -H "CUST-PROD-CAT: Bedroom" -H "CUST-STATE: NY" -H "CUST-ZIP: 99999" -H "SALE-AMOUNT: 9999.99" -H "SALE-DATE: 20241210" -H "SALE-ID: QUOTE11111" -H "SALESPERSONS: BRUBBLE" -H "STORE: 01" https://intg.trakwell.ai/ords/doorcounts/api/v2/pot_sales_data.put

Point of Sale (POS) Integration

Integrating this new endpoint with your POS system ensures:

• Smooth transmission of quote and potential sale data.

• Enhanced visibility and usability of quotes within the Trakwell.ai UI.

Need Help?

If you’d like assistance configuring your POS system to send quote data to Trakwell.ai, please contact support@trakwell.ai. Our team is ready to help you get the most out of this new functionality.

What’s Next?

This release lays the groundwork for a more integrated sales management experience. Stay tuned for future updates, including advanced analytics and further UI optimizations!