What’s included in this release:

New Features and Feature Enhancements:

1. Added the ability to quickly search for jobs in the new ‘Find a Job’ feature in the Transactions menu
2. Updated the overall user experience for the Accounts Receivable view in Accounting
3. Add an all-new Item Type filter on the Inventory Report
4. Added the ability to select Client Source on the create a new Client flow
5. Re-enabled the ability to sync Item Attributes for generic products to e-commerce

See details below for a full breakdown of new features.

Bug Fixes:

• Fixed an issue where administrators were able to add physical locations more than once on a company entity
• Fixed an issue on the edit stock # flow where the Stock # dropdown was not usable
• Fixed a mapping issue within the Daily Summary view between accounts
• Fixed an e-commerce order issue where payments were coming over as UNCLASSIFIED from Shopify
• Fixed an issue where e-commerce orders were not mapping tax rates correctly
• Fixed an issue where e-commerce orders were not using discounts correctly
• Fixed an issue where the Memo Out flow wasn’t working as expected
• Fixed an issue where Most Recent Purchase Date wasn’t showing correctly on the Client Detail view

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New Features and Feature Enhancements:

- Added the ability to quickly search for jobs in the new ‘Find a Job’ feature in the Transactions menu

Users now have a quick way to search for Jobs from the Transaction menu for easy access to repair details and status.

- Updated the overall user experience for the Accounts Receivable view in Accounting

Accounts will now be able to easily view all of the Accounts Receivable KPIs and expanded the table for easier access to the information.

- Add an all-new Item Type filter on the Inventory Report

Users now have the ability to filter your Inventory report by Item Types that are created/stored in Crystal.

- Added the ability to select Client Source on the create a new Client flow

Users can now add the client source to a client when creating their record in Crystal.

- Re-enabled the ability to sync Item Attributes for generic products to e-commerce

Inventory managers and e-commerce managers now no longer have to switch their inventory structure to using Master Products with Variant Products to have attributes sync to their e-commerce platform (although Crystal still recommends that users switch to this model). E-Commerce sync will accept and allow attribute sync on any type of product.

What’s included in this release:

New Features and Feature Enhancements:

1. Added the ability to see the total closed value for transactions for a client with the repair totals included
2. Added the ability to specify the Client Source on the Create Client flow
3. Added the ability to see On Account balance and Collections payments to the Point of Sale flow
4. Added an administrator setting for Jewelers Mutual Care Plans to enable/disable the Care Plan flow from populating on each transaction
5. Made a change to Inventory on Jobs in Inventory Management to make the location field static
6. Added a permission to allow for administrators to turn off the ability to see client contact information
7. Added a permission to allow for administrators to restrict who has access to change user roles
8. All-new Transaction Summary view is now available
9. Added a new feature to the e-commerce integrations that will automatically trigger a full product sync when a Vendor gets updated for a product
10. Added an flag on merchandise received records when an item comes in that is tied to an open order
11. Added additional filter capabilities to exports on the Daily Summary view
12. Moved adjustments and gift card transactions to ‘Money Held’ on the Daily Summary view
13. Added product allocation support on the Physical Inventory capabilities

See details below for a full breakdown of new features.

Bug Fixes:

• Fixed an issue where canceled transactions were showing up as voided
• Fixed an issue where Accounts Receivable KPIs were showing up as negative values
• Fixed an issue where the Accounts Receivable KPI for 91 - 120 days was showing as 61 - 120 days
• Fixed an issue that prevented users from removing Stock #’s from current transactions
• Fixed an issue where the ‘Print Receipt’ on Open Transactions view endlessly populated
• Fixed an issue where the Client On Account was not respecting all permissions
• Fixed issues related to the e-commerce orders sync for Crystal’s e-commerce integrations
• Fixed an issue where printing a standard receipt printed two copies
• Fixed an issue where putting an ampersand in Custom HTML dialogs failed to generate

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New Features and Feature Enhancements:

- Added the ability to see the total closed value for transactions for a client with the repair totals included

Users can now see the total sold amount to a particular client which includes total closed sales and returns with the money made on repairs with a new ‘Transaction Total’ metric on the Client Detail view.

- Added the ability to specify the Client Source on the Create Client flow

When creating a new client users can now select and add the client source information.

- Added the ability to see On Account balance and Collections payments to the Point of Sale flow

Users now have the ability to check on On Account balances and collection payments against those balances from within the transaction view itself.

- Added an administrator setting for Jewelers Mutual Care Plans to enable/disable the Care Plan flow from populating on each transaction

Added the ability for administrators whether the Jewelers Mutual flow automatically generates when a transaction is created from the Preferences view in Admin.

- Made a change to Inventory on Jobs in Inventory Management to make the location field static

When doing an Inventory on Jobs in Crystal, the location field is now static as designed.

- Added a permission to allow for administrators to turn off the ability to see client contact information

Administrators can now restrict access to which of their users has access to see client’s contact information.

- Added a permission to allow for administrators to restrict who has access to change user roles

Administrators can now leverage a new role-based permission to restrict administrator access to change user roles within Crystal.

- All-new Transaction Summary view is now available

On a client record, there is now a simplified view in order to get information about what a particular client’s spending habits with your organization have been along with a breakdown of their full transaction history. Previously, this was two separate views which are available from one easy-to-use screen.

- Added a new feature to the e-commerce integrations that will automatically trigger a full product sync when a Vendor gets updated for a product

When editing the vendor associated with a product and saving, that change will trigger an update for e-commerce sync so the new vendor associated gets updated on your website. This ONLY applies to products and vendors that are permitted to go sync with your e-commerce website.

- Added a flag on merchandise received records when an item comes in that is tied to an open order

When creating a new merchandise received record, if you are bringing in a Stock # or new inventory associated with a Stock # that is tied to an open order you will be notified while creating the merchandise received record.

- Added additional filter capabilities to exports on the Daily Summary view

Users can now select to include the report titles and filters as well as extended details (information that is collapsible in the Daily Summary view - such as On Account, Sales Tax breakouts and Collection Payments sections).

- Moved adjustments and gift card transactions to ‘Money Held’ on the Daily Summary view

Store credit adjustments and gift card-related transactions have now been moved to the ‘Money Held’ section of the Daily Summary to allow for only selected nonstock and physical item transactions to get recorded in the Transactions section.

- Added product allocation support on the Physical Inventory capabilities

The Physical Inventory feature now fully supports the allocated products flow in Crystal.

What’s included in this release:

New Features and Feature Enhancements:

1. Added the ability to run a Spot Inventory by Vendor
2. Added an all-new Purchase Order report
3. Revamped the overall user experience for the E-Commerce Settings view
4. Changed the reference to SKU in Crystal to be Stock #’s
5. Add an option to remove store credit from the Accounts Receivable report
6. Separated permissions for Adjustment Transactions & Manual Store Credit Adjustments
7. Add the Master Product # field to the Inventory Report
8. Added support for taxation in Canada [Canadian Customers Only]
9. Added title and date range options for all report exports
10. Added Days On Hand field to the Sales Items report
11. Added the ability to return back to your search results on Browse Inventory
12. Added Margin % as a field on the Inventory Report
13. Updated Shopify Integration to support latest Shopify API changes
14. Support for all Variant & Attribute features across all e-commerce integrations
15. Added a new feature to allow users to convert memos to assets
16. Added a new accounting report called Daily On Account report
17. Fixed the user experience on the Daily Summary view to pin column headers when scrolling
18. Added the ability to ensure that hidden/allocated products are hidden from e-commerce sync
19. Added Transaction Type and First Purchase Date to Clients report
20. Added First Purchase Date and Most Recent Purchase Date field to the Client detail view
21. Added the new Online Price field for e-commerce sync
22. Added On Hand Qty field to the Merchandise Items report
23. Added the Serial Number field to the Job Info tab on Repairs

See details below for a full breakdown of new features.

Bug Fixes:

• Fixed an issue with sales tax rates getting rounded up on e-commerce orders
• Fixed an issue where warning notes would display on all tabs on client details
• Fixed an issue where the first column on the Daily Summary report would be disproportionately large compared to the rest of the report
• Fixed an issue where the Salesperson Performance report returned null on printed copies
• Fixed an issue where the Gross Profit % column wouldn’t export correctly on the Salesperson Performance report
• Fixed an issue where the Use Next SKU flow wasn’t working as expected
• Fixed formatting issues related to the export function on the Daily Summary report
• Fixed an issue where the Product Summary table was showing duplicate data
• Fixed an issue where taking a payment at a different location threw an error on the credit card terminal
• Fixed an issue where client search wasn’t displaying all the results
• Fixed an issue with creating nonstock # failures
• Fixed an issue with payment information displaying incorrectly on certain receipt layouts
• Fixed an issue where changing to Day view on Daily On Account report took you to the wrong month
• Fixed an issue with product mappings in the Jeweler’s Mutual integration

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New Features and Feature Enhancements:

- Added the ability to run a Spot Inventory by Vendor

Inventory users now have the ability to run a physical inventory for a specific vendor rather than running the full physical inventory.

- Added an all-new Purchase Order report

Users can now run a report to see purchase orders in Crystal with the ability to filter down and customize the report.

- Revamped the overall user experience for the E-Commerce Settings view

Simplified the overall experience for setting up your e-commerce integration and selecting what you want to sync to your e-commerce web store. 

- Changed the reference to SKU in Crystal to be Stock #’s

Across the entirety of the Crystal application SKUs has been replaced with the terminology of Stock #. 

- Support for Inventory on Jobs

Inventory users now have the ability to run physical inventory of items that are currently in an open job request so users can count products that are withheld on job inventory.

- Add an option to remove store credit from the Accounts Receivable report

Accounting users now have the option to have store credit shown and counted in the Accounts Receivable report or hide those metrics.

- Separated permissions for Adjustment Transactions & Manual Store Credit Adjustments

What was previously a combination permission has now been split into two different permissions that can be enabled/disabled for roles in Crystal. One permission specifically for use of Adjustment Transactions (Can Manage Adjustments) and one for allowing Manual Store Credit Adjustments (Can Add Store Credit Adjustment).

- Add the Master Product # field to the Inventory Report

Added the ability to include the Master Product # field on the Inventory report as a column.

- Added support for taxation in Canada [Canadian Customers Only]

Support for correct taxation and usage across Crystal’s Point of Sale, receipt templates and inventory management system for Canadian customers.

- Added title and date range options for all report exports

On all report exports, when you click to ‘Export’ you are prompted with two new options to add the report title and date ranges to the top of the exported file type for the Crystal report.

- Added Days On Hand field to the Sales Items report

Users can now select to add the Days On Hand field to the Sales Items report via the Filter menu.

- Added the ability to return back to your search results on Browse Inventory

When users are using the Browse Inventory feature, they now have the ability to select to view an item then click back and return to the same spot in Browse Inventory when they selected an item (i.e. returning back to where you were in the list rather than going back to the top of the view).

- Added Margin % as a field on the Inventory Report

Users now have the ability to add Margin % as a field/column that can be used on the Inventory report.

- Updated Shopify Integration to support latest Shopify API changes

Crystal has updated all API integrations to be in compliance with latest Shopify API versions for product sync and order sync, as of the August 2023 release.

- Support for all Variant & Attribute features across all e-commerce integrations

Added the new variant and attribute features across all three e-commerce integrations for Crystal: Shopify, WooCommerce and BigCommerce.

- Added an all-new Organization Profile view

Business owners or system administrators can now add organizational level detail for their business entity, which can then be used for building receipts, job tickets and more. This alleviates a lot of manual entry on documents generated across Crystal.

- Added a new feature to allow users to convert memos to assets

Inventory users now have the ability to take items that have come in on Memo and be able to convert that to an asset that becomes part of their inventory via the new Convert to Asset flow.

- Added a new accounting report called Daily On Account report

Accounting users now have the ability to track daily the credits and debits that get applied to their On Account balances for their clients. Quickly seeing the total balance owed along with daily changes.

- Fixed the user experience on the Daily Summary view to pin column headers when scrolling

Revamped the user experience for the Daily Summary view so when users scroll you don’t lose the titles to the columns upon scroll. They are now fixed and always visible for reference.

- Added the ability to ensure that hidden/allocated products are hidden from e-commerce sync

The e-commerce sync features will now follow the rules applied for hidden inventory and allocated products, ensuring that those products NEVER get synced and displayed on e-commerce.

- Added Transaction Type and First Purchase Date to Clients report

On the Clients report, users now have the ability to filter by a client’s First Purchase Date or by the Transaction Type they want to see specifically.

- Added First Purchase Date and Most Recent Purchase Date field to the Client detail view

On the Client details page, you can now see when a client first purchased from your store and the date of their most recent purchase as well.

- Added the new Online Price field for e-commerce sync

The online price sync is now flagged to get sent over as a part of the e-commerce product sync flow and will display in its corresponding fields on the e-commerce applications.

- Added On Hand Qty field to the Merchandise Items report

Inventory users now have the ability to add On Hand Qty as a field/column to their Merchandise Items reports and layouts for reference.

- Added the Serial Number field to the Job Info tab on Repairs

Users now have the ability to use the serial number field on the Job Info tab when working in a Repair transaction.

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

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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

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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

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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.