October 3, 2024
Shared by Shelley
• October 04, 2024
Commission Tracking
Core users can now track commissions on shipments - based on a fixed amount or a percentage of gross profit, material cost or material sale.
- Visit the Finance tab on a Shipment detail page to enter commissions and mark as paid.
- View the net profit for the shipment taking all commissions into account.
Company Touchpoints
Utilizing Matium as a CRM for your materials business just got easier. Track your last touch with a customer and your scheduled next touch - then sort on either one to identify which customers need your attention.
- Company cards now show last touch and next touch dates. Sort on either field.
- Next touch will turn red when the date has passed.
- Visit a Company detail page to update last touch and next touch dates.
- Coming soon...call notes and history for touchpoints.
Support for International Company Locations
- Matium Core now supports international company locations.