3.0.7
What’s included in this release:
New Features and Feature Enhancements:
- Added a new preference for administrators to set discount % maximums
- Added ability to send a TBC statement to a customer
- Added ‘Payouts’ to Accounting feature set
- Added new break out of total sales + tax by location on Daily Summary View
- New prompt when navigating away from a transaction with unsaved changes
- Added ability to create multiple gift cards at a time
- Added an administrator preference for allowing users the ability to see the retail value on purchase orders
- Added the ‘As of’ feature to the return to stock flow
- Added a ‘Select All’ option to role permissions
- Added a new memo indicator for SKU tags
- Added ‘Deposits’ to the Daily Summary View
- Added all-new indicators on the Daily Summary View when day is not tying out
- Added an all-new e-commerce inventory report
- Added an all-new e-commerce settings view
- Added ‘Job Cost’ as a field on the Sales Items report
- Added the ability to view a breakdown of clients on TBC in the Daily Summary view
- Added a priority column to the Wishlist tab on Products
- Add a Source field on transactions
- Added an all-new product summary view breaking out detailed product information
- Added the ability to print a one-sided receipt from the dropdown menu on transactions
- Added an all-new ‘Collections’ view in Accounting
- Added the ‘Last Received’ field on the Sales Items report
- Added the ‘Last Received’ field on the Inventory report
- Added ‘Due Date’ to the Transactions report
- Added ‘Estimate to Repair’ field to the Transactions report
- Added ‘Most Recent Status’ on Transactions report
- Added “Most Recent Payment Amount’ on Sales Items report
- Added a new administrator permission for Voiding Payments
- Added a new administrator permission for the ability to backdate transactions
- Added a new field to E-Commerce tab on Products for ‘Short Description’ for BigCommerce users
- 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:
- 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.
- 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.