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.

What’s included in this release:

New Features and Feature Enhancements:

1. Ability to Exclude Products and SKUs from Ecommerce
2. Add an ‘As Of’ Time Filter to the To Be Collected (TBC Report)
3. Add a Filter on the Clients Report for Last Active Purchase Date
4. Create a Memo Report to See What Products are Out on Memo
5. Edit Vendor Name on Merchandise Received Record
6. All-new My Clients View
7. Track Cost History for Assembled SKUs
8. New Admin Permissions for Ecommerce Feature
9. Show Date and Adjustments on Store Credit Print Feature

See details below for a full breakdown of new features.

Bug Fixes:

1. Fixed an issue when editing a product when the price is $0

New Features and Feature Enhancements (in Product):

1. Ability to Exclude Products and SKUs from Ecommerce

1. When using the Ecommerce features within Crystal, you can now specify which products and SKUs you would like displayed on your ecommerce site.

2. Add an ‘As Of’ Time Filter to the To Be Collected (TBC Report)

On the ‘TBC’ report, you can specify when you want to run the report up to, which will help check what the to be collected value or outstanding store credit amount is ‘as of’ a certain date.

Selecting the filter:

Running the report:

3. Add a Filter on the Clients Report for Last Active Purchase Date

1. On the Clients report, you can now run the report to determine if one of your clients purchased within the last month, quarter or year.

Applying the filter:

Running the report:

4. Create a Memo Report to See What Products are Out on Memo

1. When you navigate to ‘Reports’, we have now added an option to run a ‘Memo Items’ report to see whether products are on memo (out and in) with specific clients.

5. Edit Vendor Name on Merchandise Received Record

1. When editing a merchandise received record, you now have the option to edit the vendor as well.

6. All-new My Clients View

1. As a Crystal user, you now can navigate to ‘Clients’ and select the new ‘My Clients’ view to see a list of the clients that you have interacted with. You will see clients where you are assigned as a salesperson, and clients that you have been associated with a transaction with.

7. Track Cost History for Assembled SKUs

1. On assembled SKUs, you now have the ability to click on the new ‘Cost History’ button and see an overview of all the changes to the assembled SKU and the updated cost assigned to it. 

8. New Admin Permissions for Ecommerce Feature

1. There are now Role level permissions to turn access for Ecommerce feature enablement on for other users, if wanted.

9. Show Date and Adjustments on Store Credit Print Feature

1. When modifying or making manual changes to store credit, capture and display that on the store credit print out feature with the date of the change. 

10. Create Multiple Products at One-Time

When on the ‘Find a Product’ view and creating a new product users now have the option to add multiple at a time. Once you finish creating one, you can check an all-new checkbox that allows you to create another sequentially. Note: this feature has also been added to the add a product feature on the Merchandise Received records as well.

What’s included in this release:

New Features and Feature Enhancements:

1. Add the ability to hide non-stock SKUs from printing on a receipt
2. Add ‘Yesterday’ as a filter on My Dashboard

See details below for a full breakdown of new features.

Bug Fixes:

1. Fixed an issue where the Y axis on the Dashboard screen was displaying incorrectly
2. Fixed an issue where an error would display when deleting an item from RTV
3. Fixed an issue where the product quantity was not showing correctly on Find a Product
4. Fixed an issue where the count on sales by transaction type was displaying a null value
5. Updated copy transaction date flow so it displays current and not past transaction date

New Features and Feature Enhancements (in Product):

1. Add the ability to hide non-stock SKUs from printing on a receipt

When creating a new transaction and adding non-stock SKUs users have the option when adding a non-stock SKU to hide it from displaying on the receipt (i.e. if it’s just to account for labor or something that has a $0 value that retailers don’t want customers to see).

1. Add ‘Yesterday’ as a filter option for My Dashboard

As a user, you can now filter the dashboard under ‘Date Range’ to see what happened yesterday.

What’s included in this release:

New Features and Feature Enhancements:

1. New ‘My Sales’ Tab on the Dashboard
2. Ability to Print Store Credit Balances from Client Detail
3. Make New Columns Added to Reports Sortable
4. Click Off of Filters Menu in Dashboard to Hide
5. Add Option to Include an Image on a Job Receipt
6. Display Sales Aggregations on the Client Detail View
7. Hide Nonstock SKUs from Printing on Receipts
8. Maps Integration on Client Record for Address
9. Add Due Date Field to Jobs Section of Client Detail
10. Add a Source Field on Client Detail
11. Start a Transaction from a SKU
12. Document Price Change History with Ability to Revert to Original Price

See details below for a full breakdown of new features.

Bug Fixes:

1. Dashboard Filter for ‘Include Repairs’ Should Adhere to Admin Preference
2. Count of Sales on Sales by Transaction Type Displays a Null Value
3. Fixed an Issue Where SKU Page Doesn’t Load When Navigating from Transaction View
4. Fixed an Issue Where Value of Y Axis Would Increase on My Dashboard
5. Fixed an Issue Where 2 Include Checkboxes Were Being Shown on Edit Vendor Form

New Features and Feature Enhancements (in Product):

1. New ‘My Sales’ Tab on the Dashboard

All-new My Sales tab added to the My Dashboard feature to support individual sales people being able to view this data only for themselves.

The charts and metrics are the same, but we have pre-filtered everything to show just for the logged in user and defaults to the locations they have access to.

1. Ability to Print Store Credit Balances from Client Detail

Users will now have the ability to ‘Print’ from the Store Credit tab on the Client Detail for reference.

1. Make New Columns Added to Reports Sortable

When running a report, any new fields that have been added to the report will now be sortable, searchable and can be filtered like the default columns in the report.

1. Click Off of Filters Menu in Dashboard to Hide

Users can disengage the filter menu now by clicking ‘Close’, clicking the ‘Filters’ button again or just clicking off that menu.

1. Add Option to Include an Image on a Job Receipt

Users now have the ability to print the primary ‘Item Image’ and include on the receipt for reference with customers.

1. Display Sales Aggregations on the Client Detail View

Users can now see how much business a particular client has generated for their jewelry store by sales, store credit values, amount they have due and if they have referred other clients. This can be viewed on the ‘Client Details’ tab.

1. Hide Nonstock SKUs from Printing on Receipts

Users can now hide nonstock SKUs from printing on receipts as an option, if they don’t want to include $0 values or labor items.

1. Maps Integration on Client Record for Address

When editing or creating a Client record when users start typing the address it will pull up matched addresses to what they have typed and auto-populate the other address fields - city, state, zip code, etc.

1. Add Due Date Field to Jobs Section of Client Detail

Add a due date field to the ‘Jobs’ tab on the client detail so users can capture when an item is due to be returned to a customer after work, special order, etc.

1. Add a Source Field on Client Detail View

Users can now add how a customer introduced their jewelry business, and specify if they were a walk-in or came because of some ad or promotion.

1. Start a Transaction from a SKU

When a user is working in inventory or after finding a SKU via search they can start a transaction directly from the SKU record, and it will auto-populate into that transaction.

1. Document Price Change History with Ability to Revert to Original Price

Administrators now have the ability to revert pricing back if a price was changed on an item erroneously.

What’s included in this release:

New Features and Feature Enhancements:

1. FullStory Integration (Internal Use Only)
2. Start a Transaction from a SKU
3. New ‘Find a Diamond’ User Experience
4. Show Total Sales for a Client When Adding to Transaction

See details below for a full breakdown of new features.

Bug Fixes:

1. Fixed an Issue Where .PDF Files Would Not Attach
2. Fixed an Issue Where Return to Vendor Did Not Update Quantity Correctly
3. Fixed an Issue Where Gift Cards Could Not be Applied When Cards with Similar Numbers Existed
4. Fixed an Issue Where Custom Date Ranges Didn’t Apply Correctly on My Dashboard
5. Fixed an Issue Where App Crashed for Users Without a Sales ID
6. Remove Allocated from Inventory Report

New Features and Feature Enhancements (in Product):

1. Start a Transaction from a SKU

As a user, when adding SKUs to a product if you click on a SKU and drill into the detail you have the ability to create a new transaction with that SKU associated for locations that the users have access to.

You’ll notice a new action is added on the right side of the table, that says ‘+ New Transaction’. If you click that it will start the creation of a new transaction with that SKU.

1. Updated the ‘Find a Diamond’ User Experience

In this release, we updated the look of the filter/search menu for finding a diamond. We added a watermark for the search box to let users know you can search, and updated the overall look and feel of the filters. 

Additionally, we fixed an issue where the filter popup overlapped the column the user was trying to filter/sort. 

Changed the icon from a generic search to the filter funnel to match styling across the app.

1. Show Total Sales for a Client When Adding Them to a Transaction

As a sales user, when you create a transaction and assign a client to the transaction under the client’s name and store credit available values, we added what they have spent with your particular store for reference on how valuable this customer is.

What’s included in this release:

New Features and Feature Enhancements:

1. All-new ‘My Dashboard’ Feature (Note: This feature is turned off by default for new customers until training and role creation is setup for the viewing of these dashboards, but the feature is live with the release.)
2. Sales Tab
3. Repairs Tab
4. Inventory Tab
5. Updated User Experience and Simplified Navigation
6. New Filter Menu for the ‘My Dashboard’ Feature
7. Enabled Serial Number Field on Memo View
8. Editable Memo Layout View for Pricing Values
9. Partners Field Now Available on Inventory Report
10. Add Summary Details to Sales Items Report and Inventory Report
11. Added Serial Number Field to Physical Inventory

See details below for a full breakdown of new features.

Bug Fixes:

1. Fixed a Line Spacing Issue While Printing Two-Sided Invoices
2. Fixed an Issue Where Entering in Date Ranges on Reports Would Clear Unexpectedly
3. Fixed an Issue Where Serial Numbers Were Not Displaying on the Sales Items Report
4. Fixed an Issue Where Text Became Too Small and Illegible on Tag Receipts
5. Fixed an Issue Where Users Were Unable to Click Received on Transfers
6. Fixed an Issue Where Users Couldn’t Clear Diamond Attribute Values
7. Fixed an Issue Where Presentation Products Were Showing in General Inventory
8. Fixed an Issue Where the Table Component Was Not Rendering in Certain Views
9. Fixed an Issue Where Users Were Not Able to Edit Warning Notes
10. Fixed an Issue Where When Users Clicked Save on an Invoice, It Automatically Closes
11. Fixed an Issue That Allows Users to Modify Address Again on Print on Receipt
12. Fixed an Issue Where the Contact Info Tab Was Not Displaying on the Transaction Detail

New Features and Feature Enhancements (in Product):

1. All-new ‘My Dashboard’ Feature

We have introduced an all-new dashboard feature that will give you a high-level overview of what’s going on in the day-to-day of your jewelry business.

This view features a number of new reporting features that will highlight different sections of your business.

- Sales Tab

Introducing the all-new ‘Sales’ tab, where you can get all of the updates related to your sales performance.

You can filter this entire view by specific clients or dates, which update the entire view automatically once you select. From there, you can see the full breakout of new reporting capabilities from seeing where you are at in sales (by $ or count), see the breakout of what types of transactions you’re processing or even the distribution of how much of certain product types you’re selling. Cap that off with a list of recent transactions for reference and ability to quickly dive into details.

- Repairs Tab

Welcome to the all-new Repairs tab, where much like the Sales tab you can see the breakout of information on your repairs business. You can filter down by client or by date again, and the view automatically updates. The types of information will range from how many repairs you’ve taken in, money you’re making off of repairs, a breakout of your closed repairs by type and seeing the distribution of what types of repairs you’ve been doing the most of.

Lastly, we leave you with a list of most recent open repairs to jump into detail if you need to.    

- Inventory Tab    

Lastly, you have the ability to track how your inventory is doing. You have the ability to filter by the particular item’s inventory or a date range of your selection, which automatically updates the dashboard.

This view will highlight how much inventory you have on hand, how long it’s been on hand (on average), a glimpse into your inventory health (this measures overall supply and demand health - i.e. are your sales digging into your inventory too much or vice-versa) and this feature also includes what types of inventory requests you process the most of so you can assess inventory process.

1. Updated User Experience and Simplified Navigation

The entire application has gotten an update for look and feel. We have simplified the navigation on the left and provided descriptions of the areas of the product you are navigating to. We moved out the accordion menu to a secondary navigation for ease of use. In addition, we have built in ‘Quick Actions’ at the top of the screen for common work being done in the app for quickly getting work done. 

• Browse Inventory
• Finding and creating transactions
• Finding and creating clients
• Running Reports

Note: We have also moved our help documentation to the ‘?’ icon at the top right next the user icon for quick reference as well.

1. New Filter Menu for ‘My Dashboard’

Filters have been moved to a side menu labeled ‘Filters’ and now include the list of filters to slice and dice the data in the dashboard by key pieces of information.

1. Enabled Serial Number Field on Memo View

Serial numbers are now available on the Memo detail view for quick reference.

1. Editable Memo Layout View for Pricing Values

In addition to enabling the serial number field, you can also edit SKUs on a memo as well by clicking the ‘Edit’ button.

1. Partners Field Now Available on Inventory Report

You can now add Partners as a filter criteria for Inventory reports, which is now located directly below the date range.

1. Add Summary Details to Sales Items Report and Inventory Report

Inventory Report:

When Exporting you have the option to include the Summary data.

On the Inventory Report we have included the entire breakout of filter options applied for Excel and .CSV (see Filter Options in above screenshot).

Sales Items Report:

When Exporting you have the option to include the Summary data.

We have now added the ‘Date Range’ to the Summary data to see when the time table the report was for.

1. Added Serial Number Field as a New Column to the Details of Physical Inventory Records