What’s included in this release:

New Features and Feature Enhancements:

1. Added the ability to view which e-commerce products are set to sync with e-commerce application through Browse Inventory
2. Added Close Date to the Client Summary drill-through
3. Added a new feature to support setting up your company profile in Crystal and assign locations
4. Added the ability to set sizing options at the Product and Item Type levels
5. Modified the appearance of the aging columns in Accounts Receivable
6. Added a 0-30 aging column to the Accounts Receivable view
7. Added an all-new Transfer Items report
8. Added an all-new Inventory record type for Convert to Asset
9. Added the On Account aging metrics as KPIs on the Accounts Receivable view
10. Added server-side pagination for the Accounts Receivable views
11. Added support for creating Non-VAT transactions in Crystal point of sale flow
12. Added new product sizing options to the SKU level
13. Added the Item Type field to the Product E-Commerce tab
14. Added the ability to search for a SKU at point of sale
15. Added the Alternate Text field on the E-Commerce tab on Products for sending to e-commerce apps
16. Added the ability to show Out of Stock products on WooCommerce

See details below for a full breakdown of new features.

Bug Fixes:

• Fixed an issue with the SKU size API call
• Fixed an issue where the Crystal API was throwing an error when recalling product inventory
• Fixed an issue where Zillion orders were throwing an error
• Fixed an issue where when editing a SKU, the function would fail
• Fixed an issue with the GetItems API call causing a scan error
• Fixed an issue where Image, Description and Scope of Work fields were showing up on Special Orders
• Fixed an issue where e-commerce values were being overridden during the merchandise received flow
• Fixed an issue where users were unable to export from the Accounts Receivable view
• Fixed an issue where dates were not visible on the print layout for purchase orders
• Fixed an issue where ‘Save’ on exporting large data set on Sales Items report wasn’t working
• Fixed an issue where the count of records when working with large data set on Sales Items report wasn’t working as expected

______________________________________________________________________________________________________________________

New Features and Feature Enhancements:

- Added the ability to view which e-commerce products are set to sync with e-commerce application through Browse Inventory

Users now have the ability to ‘Browse Inventory’ and look at what items they currently have marked to sync with their e-commerce websites, not include or view all inventory.

- Added Close Date to the Client Summary drill-through

Users can now see what the transaction close date is via a new column when drilling into details from the Client Summary tab on Clients.

- Added a new feature to support setting up your company profile in Crystal and assign locations

Organizations can now record their company/organization/LLC information in the Crystal Administrator section to get all their company information in Crystal for tracking and assigning that business entity to their physical and accounting locations with the ability to add multiple, if needed.

- Added the ability to set sizing options at the Product and Item Type levels

Inventory managers now have the ability to set sizing rules and options available for a product family at the Item Type level and now, at the product level. When these options are selected, it will pass those options for the product or item type all the way down to the SKU level for that product.

- Modified the appearance of the aging columns in Accounts Receivable

The appearance of the Client Accounts aging columns has been updated for easier reference.

- Added a 0-30 aging column to the Accounts Receivable view

Accounting users now have the ability to view which of their clients hold an On Account balance from 0-30 days in the On Account flow lifecycle through the Client Accounts tab on Accounts Receivable.

- Added an all-new Transfer Items report

Users can now run a report to view all of the transfers that have occurred with the ability to filter and specify what you want to see about the transfers.

- Added an all-new Inventory record type for Convert to Asset

Inventory managers now have the ability to record assets they have purchased off of memo and record as a new record type in Crystal, which takes into account a SKU that could be in on memo and then acquired changing it to an asset in the system and accounting for the change and cost information.

- Added the On Account aging metrics as KPIs on the Accounts Receivable view

Users can now see an overview and values of all aging for their clients with On Account balances as KPIs on the Accounts Receivable view.

- Added server-side pagination for the Accounts Receivable views

Pagination was added at the server level to improve overall performance of the accounts receivable views when working with large data sets.

- Added support for creating Non-VAT transactions in Crystal point of sale flow

International users now have the ability to process transactions and not include VAT on that transaction in the point of sale flow. This new feature is bound to a permission to do this as well, so users must have access to this feature to be able to use, and this is granted by Admins.

- Added new product sizing options to the SKU level

Inventory managers can now have the ability to take the sizing information passed down from the item type and product level and assign that size for a SKU for tracking in inventory.

- Added the Item Type field to the Product E-Commerce tab

Users now have the ability to see what Item Type an e-commerce product is associated with.

- Added the ability to search for a SKU at point of sale

Users now have the ability to search for a SKU while working directly in the new transaction flow within the Crystal point of sale system. From the transaction screen, you can click ‘Advanced Search’ and find the SKU to include on the transaction rather than having to jump around the application.

- Added the Alternate Text field on the E-Commerce tab on Products for sending to e-commerce apps

Users can now add alternate text for display on image hover for your e-commerce sites directly on the Product, E-Commerce tab.

- Added the ability to show Out of Stock products on WooCommerce

WooCommerce users can now show products with a ‘0’ quantity on their WooCommerce web stores for items for sale that you want shown, but don’t have an ‘in stock’ quantity.

What’s included in this release:

New Features and Feature Enhancements:

1. Added account filter to the Transactions Report
2. Added an account field to Transactions Report
3. Added the ability to remove images from transactions
4. Added the ability to set a thumbnail image for BigCommerce users
5. Added the ability to send On Account statements in bulk
6. Added the ability to send On Account statements by a specific date range
7. Added the ability to always see Account and Client names on Memos
8. Added an option to set a physical location when creating a location
9. Changed TBC, Collections, To Be Collected to be ‘On Account’ now
10. Added a selector to choose which client email address to send On Account statements to if multiple exist
11. Changed the Wishlist Reports to move numerical data to the right side of the report
12. Changed the inventory report to hide allocated products based on hidden inventory permission
13. Changed Transaction History tab to hide allocated products based on hidden inventory permission
14. Added an ‘Export’ feature on the Browse Inventory list view
15. Added the ability to pay a TBC balance at a different location
16. Added an all-new Vendor field to the Special Order flow
17. Updated how images get uploaded into BigCommerce integration
18. Added a new quick action menu on the On Account view
19. Updated the overall flow for handling memos and it’s user experience
20. Added a new ‘Memos’ tab the Account view
21. Added new logic to always show both Account and Client names on the Memo list view
22. Added an option to select which Client email address to send On Account Statement to
23. Revamped how allocated products display in Crystal
24. All-new Support for Variants & Attributes
25. Added a Guest Checkout flow for WooCommerce users
26. Added new financial KPIs to the Accounts Receivable view
27. Added aging metrics to the Client Accounts view in Accounting
28. Updated the user experience for applying date ranges to reports
29. Added ‘Print’, ‘Send Email’ & ‘Export’ options on the Daily Summary view
30. Added international support for the Daily Summary view

See details below for a full breakdown of new features.

Bug Fixes:

• Fixed an issue where payments were overlapping each other on specific receipt layouts
• Fixed an issue where adjustments were showing as negative balances on transactions
• Fixed a penny rounding issue that was occurring on Return transactions
• Fixed a UI issue that was occurring on the Comparison section of the Sales Items report
• Fixed an issue where invoice due date was not being set for On Account payments
• Fixed an issue where web transactions were not populating in the BigCommerce integration
• Fixed an issue with the Client Accounts view where information was not rendering properly

New Features and Feature Enhancements:

- Added account filter to the Transactions Report

Users can now filter by account name in the Transactions report now.

- Added an account field to Transactions Report

Users can now add the Account name field to the Transactions report now.

- Added the ability to remove images from transactions

Users now have the ability to remove an image they add to a transaction, if necessary.

- Added the ability to set a thumbnail image for BigCommerce users

E-commerce users who are on the BigCommerce platform can now specify which images they want to use as product images or the product thumbnail.

- Added the ability to send On Account statements in bulk

Users now have the ability to send out On Account statements to clients in bulk (i.e. more than one client at a single time).

- Added the ability to send On Account statements by a specific date range

Users can now add an ‘As of’ date for sending On Account statements so they can capture the On Account balance and collections in a specific time period.

- Added the ability to always see Account and Client names on Memos

The Account Name and Client Name are now always visible on the memo list view.

- Added an option to set a physical location when creating a location

When creating a new location for your organization, you now have the ability to specify if the new location is a physical location or not, at the time of creation.

- Changed TBC, Collections, To Be Collected to be ‘On Account’ now

All instances of the verbiage TBC, Collections or To Be Collected will now read ‘On Account’ to better represent that the balance is being put on their account.

- Added a selector to choose which client email address to send On Account statements to if multiple exist

Users can now select which client email address they want to send the On Account statement to if multiple email addresses exist in Crystal.

- Changed the Wishlist Reports to move numerical data to the right side of the report

The numerical value fields (i.e. Total Sales) will now be aligned to the right side of the report by default. Note: This can be changed if the user desires.

- Changed the inventory report to hide allocated products based on hidden inventory permission

If the ‘Can View Hidden Inventory’ permission is set for a user, they will no longer be able to see allocated products on the inventory report.

- Changed Transaction History tab to hide allocated products based on hidden inventory permission

If the ‘Can View Hidden Inventory’ permission is set for a user, they will no longer be able to see allocated products related to transactions on the Transaction History tab.

- Added an ‘Export’ feature on the Browse Inventory list view

Users can now export the search results when running Browse Inventory and working from the list view.

- Added the ability to pay a TBC balance at a different location

You now have the ability to accept a collections payment at a different location than where the transaction was originally processed. This can be done using the new ‘Accounting Location’ field on the transaction level.

- Added an all-new Vendor field to the Special Order flow

Users can now link a Vendor to a Special Order transaction in the point of sale flow.

- Updated how images get uploaded into BigCommerce integration

For BigCommerce users, we have added support for the usage of both thumbnails and product images simultaneously, which is an addition from our initial BigCommerce release.

- Added a new quick action menu on the On Account view

From the Client Accounts view in Accounting, users can now quickly take action to send an On Account statement or process a Collection Payment. Previously, these would have to be done exclusively on the Client view.

- Updated the overall flow for handling memos and it’s user experience

The overall memo experience has been revamped and simplified to allow for using a single Memo record ID to support the inflow and outflow of memo items. We have added an all-new column on the SKU table to highlight whether the memo item is ‘in’ or ‘out’ with the ability to mark it as ‘In’ from that view. This information is also included on the memo print out as well.

- Added a new ‘Memos’ tab the Account view

For those using the Memo feature, we have added an all-new tab on the Account view so you can see the items out on Memo for that Account/Vendor.

- Added new logic to always show both Account and Client names on the Memo list view

Both the Account and Client name fields are always visible on the Memos list view for easy reference.

- Added an option to select which Client email address to send On Account Statement to

When sending an On Account Statement, users have the ability to select which email address for the client (if multiple exist) they want the statement sent to.

- Revamped how allocated products display in Crystal

For those leveraging the ‘Allocated’ products feature, we have updated the entire Crystal framework, so that if products are marked as ‘Allocated’ they will no longer display transactions or references to that product on the Dashboard, Reports and in the Point of Sale system. They will be hidden entirely unless a user has permission to ‘View Hidden Inventory’.

- All-new Support for Variants & Attributes

Inventory users now have the ability to create and manage variations of products and their attributes from in Crystal. Users can create new ‘Master Products’ and then add variations to those products as needed with the product number getting amended to represent the slight variation to the master product. Additionally, these products will then show the variants associated with them and their unique attributes to reflect this new product hierarchy. This support has also been added to our ecommerce integrations as well.

- Added a Guest Checkout flow for WooCommerce users

Added support for the ‘Check out as Guest’ flow in WooCommerce, where you can allow a customer to transact without having a client record in Crystal. In this case, a ‘Guest’ style client record will be used to get them through the online purchase flow.

- Added new financial KPIs to the Accounts Receivable view

Users can now quickly check their total balance outstanding for Accounts Receivable, Total Store Credit owed, their Net Accounts Receivable balance and lastly, the total amount of money they have collected in deposits for items.

- Added aging metrics to the Client Accounts view in Accounting

Accounting users can now track how long a client has held a balance On Account through the customer lifecycle, all the way from 0 - 121+ days.

- Updated the user experience for applying date ranges to reports

The overall experience for applying a date range to report in Crystal has been updated to save time and incorporate the relative date formats (Today, Yesterday, etc.). These date fields, since they are required, have been moved to the top of the filters menu for easy access.

- Added ‘Print’, ‘Send Email’ & ‘Export’ options on the Daily Summary view

Accounting users now have the ability to export and print the Daily Summary view for reference in printed copy or to run manual calculations or comparisons in Excel or with .CSV.

- Added international support for the Daily Summary view

Our Daily Summary view has now been localized so International users can take advantage of the feature with the proper currency support and swapping our sales tax for VAT applications.

What’s included in this release:

New Features and Feature Enhancements:

1. Added the ability to remove image files from a transaction
2. Added an all-new Accounts Receivable report
3. Added Job Cost as a field available for nonstock SKUs on transactions
4. Separated out the Can View Admin permission, added an Can Create Merchandise Received Permission
5. Added a field on Products for UPC

See details below for a full breakdown of new features.

Bug Fixes:

• Fixed an issue where processing a refund from store credit was not working properly
• Fixed an issue where reactivating a user that had been previously deactivated was not working
• Fixed an issue where collecting payment at two different physical location with the same accounting location was not functional
• Fixed an issue where exporting on Memo Items report was adding characters to the Account and Client Name columns
• Fixed an international currency issue on gift receipts where price and VAT values were shown
• Fixed an issue on international receipts where the ‘$’ was showing instead of Euro or GBP symbol
• Fixed an issue where the transfer items report was adding the decimal to the wrong location

______________________________________________________________________________________________

New Features and Feature Enhancements:

- Added the ability to remove image files from a transaction

Users now have the ability to remove images that get added to a transaction, whereas previously you could only add and not remove.

- Added an all-new Accounts Receivable report

Accounting users can now run an accounts receivable report that will breakdown all receivable line items as it pertains to money received related to On Account, Store Credit and Refunding to Store Credit.

- Added Job Cost as a field available for nonstock SKUs on transactions

When adding a nonstock SKU to a transaction, the Job Cost field will appear in the popup to enter in values and will dynamically be shown on the SKUs table only when a nonstock SKU is added to a transaction.

- Separated out the Can View Admin permission, added an Can Create Merchandise Received Permission

We have now split up the permissions that were bundled up with Can View Admin, and the biggest of those permissions applied is Can Edit Merchandise Received. This now has a separate permission, so this will need to be updated for the specific roles that admins want this applied to.

- Added a field on Products for UPC

Users now have the ability to input a value for UPC on the product level when entering in their inventory.

What’s included in this release:

New Features and Feature Enhancements:

1. Added the ability to create a gift card and sell the gift card from the same flow and view
2. Added ‘Client Total Sales’ to the Wishlist reports
3. Added ‘Client Email Address’ Field to My Sales Report
4. Added a new permission to prevent users from changing SKU description at point of sale
5. Added an all-new comparison reports feature
6. Added the ability to ‘Export’ from the Find a Diamond view
7. Added an all-new permission for removing stock
8. Added ‘Item Image’ to the Repairs report
9. Added the ability to auto-map transactions to accounts on the Daily Summary via Tax Code

See details below for a full breakdown of new features.

Bug Fixes:

• Fixed an issue where the last month filter on My Dashboard was not working as expected
• Fixed an issue where inventory cases were not updating properly with the ‘None’ value was selected

______________________________________________________________________________________________

New Features and Feature Enhancements:

- Added the ability to create a gift card and sell the gift card from the same flow and view

Users now have the ability to create gift cards from the ‘Gift Card’ view under ‘Marketing’ and create the transaction to sell the gift card from the same flow now (users used to be able to create the gift card and then go to ‘Transactions’ to process the purchase).

- Added ‘Client Total Sales’ to the Wishlist reports

Users can now add the ‘Client Total Sales’ field to Wishlist reports.

- Added ‘Client Email Address’ Field to My Sales Report

Users can now add ‘Client Email Address as a field to the My Sales report.

- Added a new permission to prevent users from changing SKU description at point of sale

A new permission has been added for administrators to control by role who has access to change the description of SKUs at the time of point of sale.

- Added an all-new comparison reports feature

Users can now run a Sales Items report and compare the data against two different time periods to track growth.

- Added the ability to ‘Export’ from the Find a Diamond view

Inventory users can now export the data from the Find a Diamond view into an Excel file or .CSV with the same filter and sort rules applied for the export.

- Added an all-new permission for removing stock

Administrators now have the ability to restrict the ability to remove stock (removing stock from a SKU inventory adjustment or removing an item from merchandise received) by role.

- Added ‘Item Image’ to the Repairs report

Users can now add the ‘Item Image’ field to the Repairs report for reference.

- Added the ability to auto-map transactions to accounts on the Daily Summary via Tax Code

Accounting users have the ability to automatically map transaction line items to accounting buckets on the Daily Summary by tax code set in Crystal. These tax codes can be used once per accounting bucket, but when applied will automatically map those items into the Daily Summary versus manually adding them via Daily Receipts.

What’s included in this release:

New Features and Feature Enhancements:

1. Added a new preference for administrators to set discount % maximums
2. Added ability to send a TBC statement to a customer
3. Added ‘Payouts’ to Accounting feature set
4. Added new break out of total sales + tax by location on Daily Summary View
5. New prompt when navigating away from a transaction with unsaved changes
6. Added ability to create multiple gift cards at a time
7. Added an administrator preference for allowing users the ability to see the retail value on purchase orders
8. Added the ‘As of’ feature to the return to stock flow
9. Added a ‘Select All’ option to role permissions
10. Added a new memo indicator for SKU tags
11. Added ‘Deposits’ to the Daily Summary View
12. Added all-new indicators on the Daily Summary View when day is not tying out
13. Added an all-new e-commerce inventory report
14. Added an all-new e-commerce settings view
15. Added ‘Job Cost’ as a field on the Sales Items report
16. Added the ability to view a breakdown of clients on TBC in the Daily Summary view
17. Added a priority column to the Wishlist tab on Products
18. Add a Source field on transactions
19. Added an all-new product summary view breaking out detailed product information
20. Added the ability to print a one-sided receipt from the dropdown menu on transactions
21. Added an all-new ‘Collections’ view in Accounting
22. Added the ‘Last Received’ field on the Sales Items report
23. Added the ‘Last Received’ field on the Inventory report
24. Added ‘Due Date’ to the Transactions report
25. Added ‘Estimate to Repair’ field to the Transactions report
26. Added ‘Most Recent Status’ on Transactions report
27. Added “Most Recent Payment Amount’ on Sales Items report
28. Added a new administrator permission for Voiding Payments
29. Added a new administrator permission for the ability to backdate transactions
30. Added a new field to E-Commerce tab on Products for ‘Short Description’ for BigCommerce users
31. Added a new administrator permission for voiding a transaction

See details below for a full breakdown of new features.

Bug Fixes:

• Fixed an issue where there was a rounding issue on the Sales Items Report on the Price column
• Fixed an issue where deactivating on old client address was not updating properly
• Fixed an issue where client wishlist data was not propagating correctly
• Fixed an issue where the send email report feature was not working properly
• Fixed an issue where SKU quantity was not updating properly on e-commerce integrations
• Fixed an issue where store credit adjustments were not updating the total correctly
• Fixed an issue where unsaved changes would revert on the E-Commerce tab for Images and Tags
• Fixed an issue where the Do Not Mail feature disappeared from the Client view
• Fixed an issue where international phone numbers were not displaying correctly
• Fixed an issue where products that get deleted were not updating on Shopify integration
• Fixed an issue where transfer prints were not working as expected on multi-page layouts
• Fixed an issue where updating the client on a transaction was not displaying the new client’s information
• Fixed an issue where users were unable to edit a transaction date on an open transaction (specifically wholesale transactions)
• Fixed an issue where email receipts were not sending properly
• Fixed an issue where users were not able to edit a product
• Fixed an issue where adjustments was showing the wrong payment screen
• Fixed an issue where refund to store credit was adding to the balance instead of subtracting
• Fixed an issue where choosing ‘Cancel’ then doing a refund to store credit was not canceling or refunding to store credit
• Fixed an issue where exchange payments were displaying as a negative balance
• Fixed an issue where adjustment transactions were not able to be created due to the accounting month being closed when it was open
• Fixed an issue where refund transactions were not able to be created due to the accounting month being closed when it was open
• Fixed an issue where transaction and canceled dates were filling in automatically on Sales Items Report
• Fixed an issue where the ability to edit a merchandise received record was not functioning as intended
• Fixed an issue where the SKU tags were wrapping to the next line when they shouldn’t
• Fixed an issue with RTV print layout
• Fixed an issue where Take Photo was not working on iPads

______________________________________________________________________________________________

New Features and Feature Enhancements:

1. Added a new preference for administrators to set discount % maximums

Organizations or administrators now have the ability to set a threshold by which roles can apply discounts and for how much in Crystal during the point of sale process. This setting can be applied to specific SKU Categories in the admin section.

2. Added ability to send a TBC statement to a customer

Users now have the ability to send a TBC statement to a customer that details all the pertinent information on what they owe, what they have paid, etc.

3. Added ‘Payouts’ to Accounting feature set

Accounting users can now track incidental expenses in their books on the Daily Summary as expenses, things such as parking, food, supplies, etc.

4. Added new break out of total sales + tax by location on Daily Summary View

As an accounting user, you can now break out your sales by location and the expected tax associated with the line items sold in that respective location.

5. New prompt when navigating away from a transaction with unsaved changes

There is now a safety measure when a user clicks away from a transaction that is being created or edited and has not been saved yet, that will ask the user to confirm if they want to navigate away and accept that changes will be lost.

6. Added ability to create multiple gift cards at a time

Users now have the ability to create multiple gift cards at one time and select if they want the gift cards numbers to follow an ordered sequence.

7. Added an administrator preference for allowing users the ability to see the retail value on purchase orders

Administrators can now set whether or not the retail value field is visible to other users on purchase orders.

8. Added the ‘As of’ feature to the return to stock flow

Users now have the ability to edit or add the ‘As of’ date during the return to stock flow.

9. Added a ‘Select All’ option to role permissions

Administrators now have the ability to ‘Select All’ for a new role they are creating or an existing role they are editing to give permissions to the role.

10. Added a new memo indicator for SKU tags

For SKUs that are on memo, there is a new indicator when printing out a SKU tag that shows that the item is on memo. The ‘M-’ can be found next to the date field on the tag.

11. Added ‘Deposits’ to the Daily Summary View

Accounting users can now view the breakdown of total sales with taxes and payouts subtracted to get a sense of cash on hand for a given day on the Daily Summary View.

12. Added all-new indicators on the Daily Summary View when day is not tying out

As an accounting user, you can now see if there is an issue with the numbers tying out for a given day on a given account. The indicator will appear when a transaction has been created with mismatched transaction dates, a balance existing on a closed transaction and/or a transaction being created with a mismatched location.

13. Added an all-new e-commerce inventory report

Users now have the ability to view an inventory report exclusively for the inventory that is available on their e-commerce website.

14. Added an all-new e-commerce settings view

There is now a view where users can edit their inventory available on their e-commerce site across all major sync categories: Vendor, Product, SKU and Item Type with options to allow for backorder and more.

15. Added ‘Job Cost’ as a field on the Sales Items report

On the Sales Items report, you can now add the ‘Job Cost’ field to the report columns.

16. Added the ability to view a breakdown of clients on TBC in the Daily Summary view

As an accounting user, you can now see the breakdown of what clients used TBC as a payment in a given month with the spend. Hovering over their information will tell you their balance outstanding as well.

1. Added a priority column to the Wishlist tab on Products

Users now have the ability to assign and filter by ‘Priority’ on the product wishlist tab, so you can prioritize a call list or order customers who have serious interest in a particular product.

17. Add a Source field on transactions

Sales users will have the ability to assign a source for the transaction when they create it at point of sale.

18. Added an all-new stock summary view breaking out detailed product information

Users will now have the ability to view a stock summary breakdown for products to see key information about the inventory item, such as quantity on hand, cost information, quantity breakdown by time, price and much more.

19. Added the ability to print a one-sided receipt from the dropdown menu on transactions

Users can now print a one-sided receipt from the receipt dropdown on a transaction.

20. Added an all-new ‘Collections’ view in Accounting

Accounting users now have the ability to view a full breakdown of clients who hold a balance ‘On Account’ with the ability to take quick actions, such as take a payment and more.

21. Added the ‘Last Received’ field on the Sales Items report

Users now have the ability to add the ‘Last Received’ date field on the Sales Items report.

22. Added the ‘Last Received’ field on the Inventory report

Users now have the ability to add the ‘Last Received’ date field on the Inventory report.

23. Added ‘Due Date’ to the Transactions report

Users can now add the ‘Due Date’ field to the Transactions report.

24. Added ‘Estimate to Repair’ field to the Transactions report

Users can now add an ‘Est. to Repair’ field as a column on the Transactions report.

25. Added ‘Most Recent Status’ on Transactions report

Users can now add the ‘Most Recent Status’ field as a column on the Transactions report.

26. Added “Most Recent Payment Amount’ on Sales Items report

Users can now add the ‘Most Recent Payment Amount’ field as a column on the Sales Items report.

27. Added a new administrator permission for Voiding Payments

Administrators can now set whether or not a user has access to void payments in Crystal via the permissions on roles.

28. Added a new administrator permission for the ability to backdate transactions

Administrators can now set whether or not a user has access to backdate transactions in Crystal via the permissions on roles.

29. Added a new field to E-Commerce tab on Products for ‘Short Description’ for BigCommerce users

BigCommerce users can now create and add short descriptions to their products set to sync to BigCommerce via the Products>E-Commerce tab.

30. Added a new administrator permission for voiding a transaction

Administrators can now set whether or not a user has access to void a transaction in Crystal via the permissions on roles.

What’s included in this release:

New Features and Feature Enhancements:

1. Add a text disclaimer for image size on Products E-Commerce tab
2. Support for adding multiple refunds on transactions
3. Support for narrow print receipt layout
4. Add indicator for Daily Summary view to highlight where accounting issues are occurring
5. Modify credit card processing flow to ensure transactions are completed by the time payment is accepted at credit card terminal

See details below for a full breakdown of new features.

______________________________________ READ MORE _______________________________________

Bug Fixes:

1. Fixed an issue where tag prints were not wrapping text to the next line for SKUs
2. Fixed an issue where dates were showing up on tags
3. Fixed an issue where deactivated credit card payments were showing in the voided payments modal
4. Fixed an issue where editing a warning note without Edit Cost permission would set cost to ‘0’
5. Fixed an issue where when administrators create a new role and restrict access unexpected features were still showing
6. Fixed an issue with the ‘print’ component in Crystal

New Features and Feature Enhancements:

1. Add a text disclaimer for image size on Products E-Commerce tab

Users can now see if an image they upload to include in their E-Commerce integration is too large to send to the respective e-commerce application.

2. Support for adding multiple refunds on transactions

On the point of sale functionality, users can now add multiple refunds on transactions when processing refunds for customers in their stores. 

3. Support for narrow print receipt layout

Crystal now supports printing out a receipt with a narrow layout for customers in your store.

4. Add indicator for Daily Summary view to highlight where accounting issues are occurring

Accounting users can now see, in line, on the Daily Summary view their books are not tying out for the day due to a number of reasons, such as having a balance on a closed transaction, mismatch of transaction date and close, and mismatch of locations for a transaction.

5. Modify credit card processing flow to ensure transactions are completed by the time payment is accepted at credit card terminal

Credit Card processing flow has now been updated to ensure that transactions are getting completed when payment is accepted at the terminal. This story is an addition to ensuring that transactions are closing properly upon taking a credit card payment with Crystal.

What’s included in this release:

New Features and Feature Enhancements:

1. Add ‘Last Purchase Date’ to Wishlist Tab on Products
2. Add ‘Referred by’ to Wishlist Tab on Products
3. Print Void Transaction Receipt on Integrated Credit Card Processing
4. Resolution for Hanging Credit Card Payments
5. Ability to Trigger Full Sync on E-Commerce Integrations
6. When Running Integrated Credit Card Payment, Auto-Create Transaction
7. Strip Out ‘R’ Indicator in Reference Value on Integrated Credit Card Processing
8. Add Filter to End of Day Report for ‘Include Tax’
9. Change Default Value for Refunds to Actual Transaction Amount
10. Add Dropdown for Refund Type on Refund Modal
11. Add Confirmation Before You Add a Refund
12. Add Refund Button to Exchanges
13. Add ‘Close Month’ Button to Daily Summary View
14. Salesperson Performance Report
15. All-New Vendor Performance Report
16. Support to Assigning Deposit Thresholds on Transactions
17. Add Manager Override for Deposit Thresholds on Transactions
18. Add Date Columns to Wishlist Tab on Products
19. Added Special Permission for Admins to Remove Integrated Credit Card Payment
20. Link CardPointe Payments to Existing Crystal Transactions
21. Add ‘Salesperson’ as a Column on Sales Highlights on End of Day Report

See details below for a full breakdown of new features.

______________________________________ READ MORE _______________________________________

Bug Fixes:

1. Fixed an Issue Where YTD Values Were Showing Incorrectly on the End of Day Report
2. Fixed an Issue Where the Daily Summary View was Not Showing All Rows of Data
3. Fixed an Issue Where $0.00 Payments Were Showing as Declined
4. Fixed an Issue Where Refund Amounts Were Not Being Added Back to Gift Card
5. Fixed an Issue Where Product Type Modal Doesn’t Receive Initial Value
6. Fixed a Bug Occurring on Two-Sided Receipts
7. Fixed an Issue Where Retail Value Was Showing on RTV Records

New Features and Feature Enhancements:

1. Add ‘Last Purchase Date’ to Wishlist Tab on Products

Users now have the ability to check when a client last purchased while looking over the Wishlist tab on the Product record.

2. Add ‘Referred by’ to Wishlist Tab on Products

Users now have the ability to check who a client was referred by while looking over the Wishlist tab on the Product record.

3. Print Void Transaction Receipt on Integrated Credit Card Processing

When an integrated transaction payment gets voided, users now how the ability to print out a ‘Void’ payment receipt to hand the their customers.

4. Resolution for Hanging Credit Card Payments

Added in a workaround to help alleviate users being blocked when a payment hangs between Crystal Integrated Credit Card Processing and CardPointe.

5. Ability to Trigger Full Sync on E-Commerce Integrations

E-Commerce integration users have the ability to trigger a full Crystal sync from the plug-in inside the e-commerce application.

6. When Running Integrated Credit Card Payment, Auto-Create Transaction

During the point of sale process and taking an integrated credit card payment, once the payment processing is happening a transaction will be automatically created to ensure the payment information and transaction information are tied to a transaction in Crystal.

7. Strip Out ‘R’ Indicator in Reference Value on Integrated Credit Card Processing

We removed the letter ‘R’ from the Reference ID value coming from CardPointe for easier use.

8. Add Filter to End of Day Report for ‘Include Tax’

On the End of Day report, users have the ability to toggle the values shown on the report by whether to include tax or not include tax on the revenue figures.

9. Change Default Value for Refunds to Actual Transaction Amount

Modified the refund defaults to automatically display the transaction amount versus just displaying a $0.00 value.

10. Add Dropdown for Refund Type on Refund Modal

Added a new dropdown so the user can select what refund type they want to process directly from the refund modal with integrated credit card processing.

11. Add Confirmation Before You Add a Refund

Added a confirmation popup that displays before a refund gets applied during an integrated credit card transaction.

12. Add Refund Button to Exchanges

Added the ‘Refund’ button and workflow on the Exchange transaction type in point of sale.

13. Add ‘Close Month’ Button to Daily Summary View

Added an all-new ‘Close Month’ button on the Daily Summary view, which allows accountants to lockdown the month’s transactions once all of the data ties out for the month. Thus, if another user tries to edit a transaction from a closed month they won’t be able to without accounting/admin permission.

14. Salesperson Performance Report

Added a brand-new report that allows users to run a report to monitor and track salesperson performance over a selected period of time.

15. All-New Vendor Performance Report

Added a brand-new report that allows users to run a report to monitor and track how vendors are performing over a selected period of time including overall key performance indicators for your vendors.

16. Support to Assigning Deposit Thresholds on Transactions

Organizations now have the ability to assign deposit value thresholds to be used by salespeople on transactions. For example, if a salesperson is creating a Special Order, an organization now has the ability to require that a $1,000 deposit is required before the Special Order can be created.

17. Add Manager Override for Deposit Thresholds on Transactions

In special circumstances, manager or administrator level users can override and allow any deposit value when the deposit threshold is applied.

18. Add Date Columns to Wishlist Tab on Products

Users now have the ability to reference date values on clients while looking over the Wishlist tab on the Product record.

19. Added Special Permission for Admins to Remove Integrated Credit Card Payment.

Administrators now have the ability to remove an integrated credit card payment from a transaction in the event it needs to be changed/modified.

20. Link CardPointe Payments to Existing Crystal Transactions

Administrators now have the ability to link CardPointe payments to existing transactions in Crystal to ensure accuracy for credit card transactions.

21. Add ‘Salesperson’ as a Column on Sales Highlights on End of Day Report

Added an all new ‘Salesperson’ column to the Sales Highlights modal, which can be accessed from the End of Day Report. Thus, allowing users to see the transaction information, what was sold the value and who sold it.

What’s included in this release:

New Features and Feature Enhancements:

1. Add Report Title & Filters to Top of Printed Reports
2. Support for Shopify Product Tags in E-commerce
3. Make the Memo Field on the SKU Visible at All Times
4. Edit Forecast & Headcount on End of Day Report
5. Update ‘Print’ Component to React
6. Forgot Password Feature
7. New Fields Added to the Merchandise Received Layout
8. Store Filters & Locations for Accounting Views per Session
9. Separate Values for Product Name & Description on Shopify Integration
10. Include Product Name & Product Description for E-Commerce During Create a Product Flow
11. Added ‘Created By’ User to the Movement History Tab
12. Add ‘Print’ to the End of Day Report
13. Add ‘Export’ to the End of Day Report
14. Select a Single Day on the Daily Summary View
15. Re-Order Parent & Child Accounting Items in Accounting Settings
16. Support Showing Deposited Money in Accounting for Open Transactions
17. Add 2 Fields to Refund Modal for ‘What Was Refunded’ and ‘How Much is Left’
18. Add ‘Send Email’ to End of Day Report
19. Display Item Costs on Transfers
20. Add Drill-through Capabilities to Money Held Line Items on Daily Summary
21. Add ‘Last Payment Date’ to the TBC Report
22. Add a Column on SKU List View to Show if Item is on Memo
23. Create Non-stock SKUs Directly in Admin
24. Add Client Total Sales & Returns to Linked Transactions in Products
25. Add Drill-through Capabilities on Payments Line Items on Daily Summary
26. Support for Partial Refunds on Integrated Credit Card Payments
27. Remove the Cancel Button from Payment Processing Modal
28. Add ‘Date’ Column to Product>Wishlist
29. Add the ‘Close Month/Reopen Month’ Button to Daily Summary View
30. Add a Deposit Threshold for Transactions (See Admin Preferences, Note: Optional Feature)
31. Add a Manager Override for Deposit Threshold
32. Add the Ability to Remove an Integrated Credit Card Payment through a Special Permission
33. Link a CardPointe Payment to an Existing Crystal Payment
34. Add a New Salesperson Performance Report

See details below for a full breakdown of new features.

______________________________________ READ MORE _______________________________________

Bug Fixes:

1. Fixed an Issue Where the Close Prompt was Not Showing on Zero Balance Transactions [Integrated Credit Card Processing]
2. Fixed an Issue Where Duplicate Memo Fields were Showing on Inventory Report
3. Fixed an Issue Where Editing the Headcount & Forecast on End of Day Report was Not Saving the Value
4. Fixed an Issue Where the Drill-though Capabilities Were Not Working as Expected on the Daily Summary View
5. Fixed an Issue Where Product Type Modal Doesn’t Receive Initial Value
6. Fixed an Issue Where Removing a Gift Card Payment Would Not Add Back the Funds to the Gift Card
7. Fixed an Issue Where Editing an RTV Record Would Modify the SKU Received Date

New Features and Feature Enhancements:

1. Add Report Title & Filters to Top of Printed Reports

Users now have the ability to run a report and when the report is printed it will display the report title and filters applied.

2. Support for Shopify Product Tags in E-commerce

Users now have the ability to add Tags to Products in Crystal to map over to Shopify in order to customize how products appear in Shopify; i.e. hiding price or customizing CTAs for specific products.

3. Make the Memo Field on the SKU Visible at All Times

When users are looking at the SKU detail view, the Memo field is always visible now for quick reference to see if the item is on memo or not.

4. Edit Forecast & Headcount on End of Day Report

In Accounting under the End of Day Report, users have the ability to edit and update the ‘Headcount’ fields and ‘Forecast’ fields.

5. Update ‘Print’ Component to React

Crystal has updated the tag printing experience in the Crystal app to a more modern architecture that will allow for printed tags to have a much crisper appearance and be easy to read and scan.

6. Forgot Password Feature

Users now have the ability to reset their own password if they want to select a new password or have forgotten their existing password.

7. New Fields Added to the Merchandise Received Layout

Crystal has added three new fields to the Merchandise Received layout to include item cost, retail value and memo status.

8. Store Filters & Locations for Accounting Views per Session

When selecting a specific store and applying filters to the accounting views, those will be saved for the user per session so they don’t have to reset each time they navigate to a view.

9. Separate Values for Product Name & Description on Shopify Integration

Allow for splitting up of the name and description fields for products on the ‘E-Commerce’ tab, so users can add descriptive text unique for each field passing through to Shopify.

10. Include Product Name & Product Description for E-Commerce During Create a Product Flow

Allow for the inclusion of the Product Name and Description fields to pass over to the integrated e-commerce application.

11. Added ‘Created By’ User to the Movement History Tab

Added a new column to the Movement History Tab on SKUs page to show the user associated with the SKU movement.

12. Add ‘Print’ to the End of Day Report

Allow users to print their End of Day Report.

13. Add ‘Export’ to the End of Day Report

Allow for users to export their End of Day Report.

14. Select a Single Day on the Daily Summary View

Allow for users to isolate a single day for easy viewing on the Daily Summary view.

15. Re-Order Parent & Child Accounting Items in Accounting Settings

Users can now rearrange the order of parent and children line items for personalized viewing in the Daily Summary view.

16. Support Showing Deposited Money in Accounting for Open Transactions

Accounting users will be able to see and drill-in on details associated with taking deposits on open transactions and reconciling that with Money Held.

17. Add 2 Fields to Refund Modal for ‘What Was Refunded’ and ‘How Much is Left’

When processing a refund with integrated credit card processing in Crystal, two additional fields were added to the refund modal for what was refunded and how much is left.

18. Add ‘Send Email’ on End of Day Report

Users can now send a copy of the End of Day Report via email.

19. Display Item Costs on Transfers

Inventory users now have the ability to track the item costs they are transferring between locations for insurance purposes, etc.

20. Add Drill-through Capabilities to Money Held Line Items on Daily Summary

Accounting users have the ability to drill into open transactions that contain deposited money.

21. Add ‘Last Payment Date’ to the TBC Report

Crystal users running their TBC report can now include the client’s last payment date as a new field for the report.

22. Add a Column on SKU List View to Show if Item is on Memo

Inventory users can now quickly see from the SKU list view whether items are on memo or not.

23. Create Non-stock SKUs Directly in Admin

Administrators can now add non-stock SKUs directly in Admin>Non-stock SKUs.

24. Add Client Total Sales & Returns to Linked Transactions in Products

Inventory users can now see client total sales and return data from the linked transaction tab under Products.

25. Add Drill-through Capabilities on Payments Line Items on Daily Summary

Accounting users now have the ability to drill in on payment details related to transactions in the Daily Summary View.

26. Support for Partial Refunds on Integrated Credit Card Payments

Users will now be able to do partial refunds back to a credit card used while working in Crystal’s integrated credit card processing.

27. Remove the Cancel Button from Payment Processing Modal

The cancel button has now been removed from the popup modal when interacting with Crystal’s integrated credit card processing.

28. Add ‘Date’ Column to Product>Wishlist

Users can now see when a product was added to a client’s wishlist from within the Wishlist tab on Products.

29. Add the ‘Close Month/Re-Open Month’ Button to Daily Summary View

Accounting users now have the ability to close a month’s books while in the Daily Summary view once all transactions and payments have been accounted for, thus, preventing those transactions from being edited. If a change does need to be made after a close month event, an accounting user or admin can re-open the month’s books by clicking the ‘Reopen Month’ button.

30. Add a Deposit Threshold for Transactions (See Admin Preferences, Note: Optional Feature)

Admins and organizations can now set a minimum threshold for required deposits for ongoing work, transactions or repairs.

31. Add a Manager Override for Deposit Threshold

Managers can override a deposit threshold on a transaction by entering their password.

32. Add the Ability to Remove an Integrated Credit Card Payment through a Special Permission

Administrators can set a preference on whether or not users can remove an integrated credit card payment within Crystal.

33. Link a CardPointe Payment to an Existing Crystal Payment

In the event of a mismatch between a credit card payment collected and a Crystal transaction, users can link CardPointe (payment processor) payments to existing Crystal payments.

34. Add a New Salesperson Performance Report

Managers or administrators will have the ability to run a salesperson performance report to see and gauge sales performance progress by salesperson users.

What’s included in this release:

New Features and Feature Enhancements:

1. All-new ‘My Clients’ Report
2. Move Credit Card APIs to Avoid 30 Second Timeout
3. Add Client Information to an Email Receipt
4. Re-enable Allocations to Products

See details below for a full breakdown of new features.

Bug Fixes:

1. Fixed an issue where the HTML Receipt was not formatted correctly
2. Disabled the amount field for Credit Cards when closing multiple transactions
3. Stop adding payments in Crystal if Credit Card has been declined
4. Fixed an issue with the product query for e-commerce integration
5. Fixed an issue where the void credit card popup would display constantly
6. Fixed an issue where the inventory report was showing no data

New Features and Feature Enhancements (in Product):

1. All-new ‘My Clients’ Report

Users now have the ability to run a client's report that is specific to clients they manage and are assigned to.

2. Move Credit Card APIs to Avoid 30 Second Timeout

For manually entering credit card payments through Crystal’s integrated credit card processing, we have increased the time to capture to 2 minutes and 30 seconds to provide ample time to manually capture the credit card via the credit card terminal.

3. Add Client Information to an Email Receipt

When sending email receipts to clients, the receipt will now include the client contact information for reference.

4. Re-enable Allocations to Products

Allocations are now available again for use while working in products and inventory management features, so retailers and users can mark where they want products allocated.

Key Bug Fixes:

1. HTML formatting fix

Fixed an issue where HTML receipts were not being formatted and displayed correctly. 

What’s included in this release:

New Features and Feature Enhancements:

1. All-new Crystal integrated credit card processing
2. All-new accounting feature
3. All-new ecommerce integration with Shopify
4. Allow for refunds with new integrated credit card feature
5. Integrated Credit Card Option for TBC
6. Add an ability to close multiple open transactions at a time
7. Add a preference to remove hidden locations from My Dashboard
8. Send a report via email
9. Print due dates on two-sided receipts
10. Add the ability to ‘Convert to Asset’ on memos
11. All-new Help Center
12. Support for diamond video attachments (launch announcement & official support)
13. New toggle on Sales Dashboard for Sales by Transaction Type or Item Type
14. 1 KPI on My Dashboard for days to sell
15. Add client total sales to the Linked Products reports
16. Re-enable the list view for Browse Inventory
17. All-new update app flow
18. Add Image field to Sales Items report
19. Add Image field to Inventory report
20. Add the ability expand product images
21. New roles UI
22. All-new Memo Items report

See details below for a full breakdown of new features.

Bug Fixes:

1. Fixed an issue where there was a flashing screen when editing a description on the Products>ECommerce tab
2. Fixed an issue with the Payment Type filter on the Payments report
3. Fixed an issue with ‘Invalid Date’ showing on printed terminal receipt with credit card processing
4. Fixed an issue where popup would display constantly on integrated credit card payment

New Features and Feature Enhancements:

1. All-new Crystal integrated credit card processing

Crystal has launched an all-new integrated credit card processing feature where you can take credit card payments natively within the Crystal app. Credit card processing fees apply and exist outside of the standard Crystal subscription. Contact Crystal for more information.

1. All-new accounting feature

Starting with version 3.0 you now have the ability to manage your books from within the Crystal application. Keep tallies on your dailies, log transactions to accounting buckets for managing your books throughout the month, track your sales by location with sales highlights, manage the cash flow into your business and reconcile against cash on-hand with the Close Register feature and control how your measure and track your finances, all from the comforts of the Crystal application.

Get insight into where your business is generating revenue and where the cash is coming from throughout the month.

Get a glimpse into how your locations are performing each day, and their overall sales against forecast.

Also, you have the ability to check out the sales highlights from the day, ranging from items sold above $1,000 and up.

Tie out your register at the end of the day and fill in the actual amount of money collected by each payment type, and close your registers with ease.

Easily map your new transactions to accounting rows on your Daily Summary from the Daily Receipts view.

Manage your books how you want to with the ability to build your Daily Summary view with how you want your accounting tracked.

1. All-new ecommerce integration with Shopify

Seamlessly integrate your Shopify store with Crystal to keep your inventory system of record up-to-date across your omnichannel business. Inventory will always be updated, and will give users the freedom to pick and choose what products are available online. Also, track the orders sold via Shopify from the Crystal UI.

Track orders sold in Crystal from Shopify.

Configure your product catalog to only sell products online you choose.

If you desire, you can even configure products to be sold online at the SKU level.

Note: This can also be done by Item Type and at the Vendor level. In order to leverage this integration, you need to have an active store with Shopify and can set up by connecting Crystal to Shopify with an API key. 

1. Allow for refunds with new integrated credit card feature

In addition to making new transactions with integrated credit card payments, you have the option to refund the same credit card as well if need be.

1. Integrated Credit Card Option for TBC

Crystal can now take TBC payments via the new integrated credit card processing feature in addition to new transactions and refunds.

1. Add an ability to close multiple open transactions at a time

If you would like to close multiple transactions or repairs for a customer, you can now do that with ease on the Client record (note, this works for both repairs and transactions).

1. Add a preference to remove hidden locations from My Dashboard

If you want to prevent users from seeing hidden locations on the ‘My Dashboard’ feature, you now have the option to hide those locations from that view.

1. Send a report via email

Users now have the ability to send a report (with the selected filters) to other users in Crystal or to email addresses of their choosing via the Report feature (note: works across all reports).

1. Print due dates on two-sided receipts

We have now added the ability to include the ‘Due Date’ field on two-sided receipt layouts.

1. Add the ability to ‘Convert to Asset’ on memos

When on a memo record, users have the ability to convert a memo to an asset from inside the memo record now, if that memo item becomes part of their physical inventory.

1. All-new Help Center

If you have questions on functionality in Crystal or how to do something, we have launched an all-new Help Center which will help get you started.

1. Support for diamond video attachments (launch announcement & official support)

You can attach videos to your product or diamond records in Crystal that can be viewed in app.

1. New toggle on Sales Dashboard for Sales by Transaction Type or Item Type

On ‘My Dashboard’ you now have the ability to change the Sales by chart to be either Sales by Transaction Type or Sales by Item Type for reporting needs.

1. 1 KPI on My Dashboard for days to sell

We consolidated down the Days to Sell KPI on the Inventory section of ‘My Dashboard’ to a single KPI that is filtered by $ or count.

1. Add client total sales to the Linked Products reports

Under the Linked Products report we added a new filter for adding a column to the report for how many sales are tied to a particular client for Linked Products.

1. Re-enable the list view for Browse Inventory

Bring back the ability to view Browse Inventory results by a list view instead of a grid view.

1. All-new update app flow

When updates are available, Crystal has now launched a feature to help users refresh and accept the changes to the app version change.

1. Add Image field to Sales Items report

From the Sales Items report, you now have the ability to add the image field to the report in order to view images attached to Sales made.

1. Add Image field to Inventory report

From the Inventory report, you now have the ability to add the image field to the report in order to view images attached to your Inventory.

1. Add the ability expand product images

When working with products, you now have the ability to expand the image.

1. New roles UI

We have updated the user experience on the Roles and permissions screen to allow for more context into what the permission does and what roles it applies to.

1. All-new Memo Items report

We have added an all-new report that allows customers to see what they have on memo, which client it is with and other details about the item(s) on memo.