3.0
What’s included in this release:
New Features and Feature Enhancements:
- All-new Crystal integrated credit card processing
- All-new accounting feature
- All-new ecommerce integration with Shopify
- Allow for refunds with new integrated credit card feature
- Integrated Credit Card Option for TBC
- Add an ability to close multiple open transactions at a time
- Add a preference to remove hidden locations from My Dashboard
- Send a report via email
- Print due dates on two-sided receipts
- Add the ability to ‘Convert to Asset’ on memos
- All-new Help Center
- Support for diamond video attachments (launch announcement & official support)
- New toggle on Sales Dashboard for Sales by Transaction Type or Item Type
- 1 KPI on My Dashboard for days to sell
- Add client total sales to the Linked Products reports
- Re-enable the list view for Browse Inventory
- All-new update app flow
- Add Image field to Sales Items report
- Add Image field to Inventory report
- Add the ability expand product images
- New roles UI
- All-new Memo Items report
See details below for a full breakdown of new features.
Bug Fixes:
- Fixed an issue where there was a flashing screen when editing a description on the Products>ECommerce tab
- Fixed an issue with the Payment Type filter on the Payments report
- Fixed an issue with ‘Invalid Date’ showing on printed terminal receipt with credit card processing
- Fixed an issue where popup would display constantly on integrated credit card payment
New Features and Feature Enhancements:
- 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.
- 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.
- 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.
- 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.
- 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.
- 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).
- 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.
- 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).
- Print due dates on two-sided receipts
We have now added the ability to include the ‘Due Date’ field on two-sided receipt layouts.
- 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.
- 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.
- 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.
- 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 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Add the ability expand product images
When working with products, you now have the ability to expand the image.
- 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.
- 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.