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.

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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.