Say Hello to 'Reports'!

We’re thrilled to bring you Reports, a new way to get quick, meaningful insights into your network’s performance.

And the best part? You get to try it out during our trial phase while we work on adding even more reports!

Here's what you need to know:

We're excited to release Reports, your new tool for understanding trends and performance across your supply chain. During this early access period, all customers can view:

Order Trends – Track how your orders evolve over time with visual line charts.

Orders by Location – See where your orders are going with an intuitive heatmap view.

We’re actively working on releasing new reports as they’re developed, so be sure to check back often. Current and upcoming reports will cover key areas like Receipts, Inventory, and Business Value, giving you a complete view of your supply chain.

Accessing Reports:

Look for Reports in the Quick View Toggle or the Quick Menu – it’s just a click away!

How to Use the 'Reports' Feature:

Filtering Data: Use the filter button to select criteria such as clients, locations, modes, or products. Combine multiple filters for precise insights.

TIP: filters are tailored to your exact business needs

Setting Timeframes: Select a specific timeframe from the dropdown menu to focus your report. Defaults to the most recent month for quick access.

Interacting with the Chart: Zoom in and out on charts, and export your report for sharing or offline analysis. Ensure your filters and timeframe are set before exporting to get the most accurate data.

Subscription Plans

Right now, all customers get to explore Reports – no strings attached!

Once the trial wraps up, 'Reports' will be part of the 'Performance' Plan for long-term access.

Professional Plan: Does not include access to reporting features.

Performance Plan: Includes full access to all reporting features.

How to Manage Plan:

Managing your subscription on the Smart Visibility platform is quick and easy! Here’s how you can take control:

Accessing Subscription Settings:

Log in to your account.

Go to Settings > Subscription to see your current plan and explore upgrade options.

Upgrading or Downgrading Plans:

Choose between the Professional or Performance plan.

Save your changes to update your subscription.

You’ll receive a confirmation message, and our Customer Success Team will be notified and will contact you shortly!

Billing Updates:

Any changes to your plan will show up in your next billing cycle.

Good news! We’ve made some updates to make sure the time you see in Chatter reflects your timezone. From now on, all timestamps in Chatter - including in your chat threads and the chatter drawer - will reflect your local timezone.

What's Changed?

Local Time, Everywhere:

Whether you’re chatting early in the morning or late at night, you’ll see timestamps in Chatter that match your current local time (PST, CST, EST, you name it).

As you travel or as the clocks change, Chatter timestamps will automatically adjust to your new local time. Daylight savings? No problem!

Consistent Across the Board:

This change isn’t just for one part of Chatter - it’s for all of it. Every timestamp, whether in the chat thread or the chatter drawer, will now show the local time relevant to you.

Clear and Understandable:

We’re keeping things clear and straightforward. Expect to see the full timestamp format (like “MM/DD/YY HH:MM PST”) that fits the standard for your region.

What You Can Expect:

Seamless Integration: Your Chatter timestamps will automatically update to reflect your current timezone—no extra steps needed from you.

Enhanced Readability: With the timezone clearly displayed, you’ll never have to wonder when a message was really sent.

Reliable Updates: Even if you hop timezones or push the clocks forward for daylight savings, Chatter’s got you covered.

Friendly Reminder: All these improvements are part of our ongoing commitment to make Smart Visibility as user-friendly and relevant to your needs as possible. Dive into Chatter and see how time really does fly when you’re having fun - or getting work done!

Enjoy the update, and let us know what you think! 😊

Heads up! You might notice a new card & button popping up on your home view screen – it’s a sneak peek at something exciting we’re rolling out: the ‘Reports’ feature. While there’s nothing you need to do just yet, keep an eye out for this new addition.

Over the next few weeks, we’ll be launching a free trial of the ‘Reports’ feature. Stay tuned for more details!

Overview

We’ve added a 'Product' section right below the 'Status' section in the 'Details' drawer. This new section displays critical product details like SKUs, quantity, and weight—everything you need to manage your inventory effectively.

The product section includes:

Product Details: Each product's SKU details, quantity and total weight are neatly displayed.

We hope these enhancements make it easier for you to track and manage your products directly from Smart Visibility's platform. Enjoy the new clarity and detailed insights this update brings!

Cheers,

SV Team

Update Highlights

-Email Notifications for Chatter

-Client Management & Email Domains

Overview

Stay Updated with Email Notifications for Chatter:

Stay in the Loop: You can now receive real-time email notifications for new chatter messages. Never miss a beat in your conversations!

Easy Activation: Simply visit 'Settings', click on 'Notifications', and switch the email toggle to 'on'. It's that easy to start receiving updates directly to your inbox! Any new chat messages that come in, you will now be informed!

 TIP! The email notification toggle is set to 'off' by default to respect your preferences. Turn it on when you're ready to get started!

Empowered Client Management & Email Domain Controls:

Take Control: Enhancements to the Client Management interface now empower admin-level users with the ability to add or remove email domains, streamlining the process of managing who can be invited to the platform.

How to Access: Navigate to the 'Settings' page, select 'Clients' under the management section, and start editing. If you're an admin, you'll find all the tools you need to manage client information right at your fingertips.

We hope you enjoy these new updates as we continue to improve our platform - and big THANK YOU to all our customers who upvoted the email notification for chatter!

Update Highlights

Re-design of the Home View

Additions to Website: Links to Terms

Re-design of the Home View

We love a good, clean design! We've re-designed the home view page to include several enhancements and new features, transforming it into a more 'dashboard-like' view.

In the future, you can expect this dashboard to evolve regularly, providing you with even more valuable insights as we enhance and expand our platform!

Description of Enhancements:

Favicon in Client Profile: The client profile section now includes a favicon, adding Smart Visibility's branding.

Greeting Header: A new greeting header has been added, personalizing your experience by offering a welcoming touch upon login.

Summary Cards: Based on your information, summary cards are displayed to provide quick insights and important information at a glance.

Quick View Toggle: A centrally fixed quick view toggle has been introduced, allowing you to switch views easily and access information more efficiently.

Website Additions

We have updated the footer of our website's desktop and mobile versions to include links to the 'Website Terms' and 'Software Terms.' This enhancement is designed to improve accessibility and provide users with easy access to important legal information.

Update Highlights

- New Logo Design and Landing Page Enhancements

- Enhancements to Chatter

-Tracking Number in Details Drawer

New Logo, New Us!

Well, almost! We’re still the same dedicated Smart Visibility team, but now we have a fresh new logo and slogan! Our new logo is inspired by our commitment to seamless communication and real-time insights, incorporating the vibrant status colors and our chatter feature. We’re excited to share it with you—take a look and let us know what you think!

Chatter Overview

Chat Thread Enhancements - Access to Details:

The chat thread header has been updated to include a way for you to access details about your order/receipt directly from Chatter!

You can now open the details drawer by hovering and clicking on the Type_ID, facilitating quick access to more detailed information within the details drawer.

And you can even return back to the Chatter drawer, if you want! Simply hit the <-- arrow, and you are there!

 https://www.loom.com/share/67119a00ce774e71a602efb9643bc959?sid=6d3928fc-4971-4e2e-997c-235359a24c0b 

Chat Thread Enhancements - Client & Location Details:

We have also added important information into the header, such as client name and location information. This will be prominently displayed in the header, making this crucial information readily accessible!

Self-tagging

When someone self-tags into a chat thread, a message will appear, indicating that they joined the conversation. This ensures clarity for you and others, making it evident that others are now part of the discussion. The message will display as follows:

Tracking Number in Details Drawer

The Tracking Number is now prominently displayed in the extra details section of the Details Drawer. This allows users to quickly and easily copy the tracking number for their records or further actions.

And that's a wrap!

-SV Team

Alerts Feature

Filter Data Based on Alerts

Users can filter data based on alerts in both the Map View and List View. This functionality lets users focus on recent alerts and prioritize their actions accordingly.

Filter Icon

• Locate the filter icon in both the Map View and List View

• Select the ‘Alerts' attribute from the Filter dropdown

• Select the desired time frame for filtering alerts

Legend

• Locate the legend in the Map View

• Select the ‘Alerts' time frame - select the time frame for filtering alerts

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UI Enhancements

Quick Menu Enhancements:

The quick menu has been re-sized and re-designed to enhance usability and accessibility. With the new design, all menu items are now visible without the need for scrolling!

Enhancements to Chatter Chat Threads for Deactivated Users:

Name Display with Indicator: When a user is deactivated, their name will still appear in chat threads as the sender of messages, but now it will include an indicator next to their name to signify their deactivated status.

Visual Differentiation of Messages: Messages from deactivated users will be visually differentiated to clearly indicate their status. These messages will feature:

1) Ghosted Text and Outline: Text will appear "ghosted" or faded to signify the message is from a deactivated user.

2) Default Avatar: A default avatar will be used for deactivated users, replacing any personalized avatar they might have had.

3) Label Tag: A label tag will clearly identify the sender as a deactivated user.

And that covers it for now! We hope you find these enhancements enjoyable!

-SV Team

Alerts Feature

We are excited to announce our new 'Alerts' feature! This feature applies to all Smart Visibility users who wish to interact with the Alerts Feature to monitor and manage notifications related to their activities.

Definitions

Alerts: Notifications for users of important or urgent information that requires attention. Currently, alerts are notes written about Orders or Receipts.

Alerts Icon: A button that provides quick access to newly populated alerts.

Alerts Drawer: A running list of all incoming alerts.

Details Drawer: A drawer within the application where detailed information related to the current type is displayed, including alerts.

Alerts Historical Log Pop-Out: A feature that allows users to view a chronological log of past alerts, providing context and tracking changes over time for a particular item.

How To's

1) Access Alerts through the Details Drawer

• Open the Details Drawer within your current workflow

• Locate and click on the new section dedicated to ‘alerts' within the drawer. This will be a 'bell’ icon

• Examine all relevant alerts displayed in the section to stay informed about important notes within the Alerts Historical Log

2)Access Alerts via Alerts Icon & Drawer

• Locate and select the 'Alerts' Icon to open the Alerts Drawer

• Examine new alerts as they arrive to take immediate action if necessary

• Click on an alert to open the Details Drawer and Historical Log

3) Clear Alerts from the Alerts Drawer

Alerts can be cleared from the Alerts drawer in the following way:

Automatic Removal: Alerts associated with a bubble will automatically be removed from the list once the bubble becomes inactive, ensuring that only active and relevant notifications are displayed.

4) Alert Column in List View

A new 'Alert' column has been integrated into the List View's table, enhancing the functionality and user interaction with the platform. This column allows users to sort alerts based on the timestamp of the event.

Features and Functionality:

Timestamp Display: Each alert's timestamp is displayed in the format YYYY/MM/DD HH:MM:SS, providing precise timing information.

Placeholder for No Timestamp: If no timestamp is available for an alert, a dash (-) will be used as an indicator to maintain clarity and consistency in the table's display.

Sorting Capabilities: Users can sort the alerts in ascending or descending order. This sorting functionality allows for organization of the alerts from newest to oldest timestamps, or vice versa, placing entries without a timestamp appropriately at the end or beginning of the list.

We hope you enjoy our new 'Alerts' feature!

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New Status Section in Details Drawer

A new status section has been added to the details drawer to display status updates in a visually distinct and organized manner. This section enhances the user interface by providing a clear and dedicated area for status updates.

Design and Functionality:

Exclusive Display for Status Updates: This section is exclusively for showing status updates, ensuring that these updates do not mix with other types of information.

Timeline Format: Status updates are displayed in a timeline format, which facilitates a natural flow and provides historical context, making it easier to track changes over time.

Color Coordination: A color scheme is utilized to visually differentiate various status updates, aiding in quick identification and interpretation.

Order and Organization: The most recent update is displayed at the top, with older updates arranged sequentially below. This ordering helps users quickly see the latest updates without needing to search through older entries.

Placement in UI: The status section is strategically positioned below the contacts section.

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Legend Enhancements

The legend has been redesigned for enhanced readability! It is now organized into two columns, and the counts are displayed within a pill-shaped tag, making the information more accessible and visually appealing.

And that is a wrap! Thank you to our customers and internal folks - your feedback has been incredibly valuable, and we couldn't do this without you!

-SV Team

Update Highlights

Enhancements to User Management

User Management Enhancements

Re-invitation Process: We have refined the process of managing re-invitations within user management. This update addresses how users can re-invite users to the platform and improve the handling of these scenarios.

Expired Invitation Link Handling: Actions have been implemented for when a user clicks on an expired invitation link. This enhancement ensures a smoother and more intuitive experience for users attempting to join the platform using an invitation that is no longer valid.

These improvements aim to streamline the user management process, making it more efficient and user-friendly. We continue to enhance our systems to provide a seamless experience for all users!

Cheers,

Smart Visibility Team