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.