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