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New Release
a month ago

3.0.9

What’s included in this release:

New Features and Feature Enhancements:

  1. Added the ability to remove image files from a transaction
  2. Added an all-new Accounts Receivable report
  3. Added Job Cost as a field available for nonstock SKUs on transactions
  4. Separated out the Can View Admin permission, added an Can Create Merchandise Received Permission
  5. Added a field on Products for UPC

See details below for a full breakdown of new features.

Bug Fixes:

  • Fixed an issue where processing a refund from store credit was not working properly
  • Fixed an issue where reactivating a user that had been previously deactivated was not working
  • Fixed an issue where collecting payment at two different physical location with the same accounting location was not functional
  • Fixed an issue where exporting on Memo Items report was adding characters to the Account and Client Name columns
  • Fixed an international currency issue on gift receipts where price and VAT values were shown
  • Fixed an issue on international receipts where the ‘$’ was showing instead of Euro or GBP symbol
  • Fixed an issue where the transfer items report was adding the decimal to the wrong location

______________________________________________________________________________________________

New Features and Feature Enhancements:

- Added the ability to remove image files from a transaction

Users now have the ability to remove images that get added to a transaction, whereas previously you could only add and not remove.

- Added an all-new Accounts Receivable report

Accounting users can now run an accounts receivable report that will breakdown all receivable line items as it pertains to money received related to On Account, Store Credit and Refunding to Store Credit.

- Added Job Cost as a field available for nonstock SKUs on transactions

When adding a nonstock SKU to a transaction, the Job Cost field will appear in the popup to enter in values and will dynamically be shown on the SKUs table only when a nonstock SKU is added to a transaction.

- Separated out the Can View Admin permission, added an Can Create Merchandise Received Permission

We have now split up the permissions that were bundled up with Can View Admin, and the biggest of those permissions applied is Can Edit Merchandise Received. This now has a separate permission, so this will need to be updated for the specific roles that admins want this applied to.

- Added a field on Products for UPC

Users now have the ability to input a value for UPC on the product level when entering in their inventory.



New Release
a month ago

3.0.8

What’s included in this release:

New Features and Feature Enhancements:

  1. Added the ability to create a gift card and sell the gift card from the same flow and view
  2. Added ‘Client Total Sales’ to the Wishlist reports
  3. Added ‘Client Email Address’ Field to My Sales Report
  4. Added a new permission to prevent users from changing SKU description at point of sale
  5. Added an all-new comparison reports feature
  6. Added the ability to ‘Export’ from the Find a Diamond view
  7. Added an all-new permission for removing stock
  8. Added ‘Item Image’ to the Repairs report
  9. Added the ability to auto-map transactions to accounts on the Daily Summary via Tax Code

See details below for a full breakdown of new features.

Bug Fixes:

  • Fixed an issue where the last month filter on My Dashboard was not working as expected
  • Fixed an issue where inventory cases were not updating properly with the ‘None’ value was selected

______________________________________________________________________________________________

New Features and Feature Enhancements:

- Added the ability to create a gift card and sell the gift card from the same flow and view

Users now have the ability to create gift cards from the ‘Gift Card’ view under ‘Marketing’ and create the transaction to sell the gift card from the same flow now (users used to be able to create the gift card and then go to ‘Transactions’ to process the purchase).

- Added ‘Client Total Sales’ to the Wishlist reports

Users can now add the ‘Client Total Sales’ field to Wishlist reports.

- Added ‘Client Email Address’ Field to My Sales Report

Users can now add ‘Client Email Address as a field to the My Sales report.

- Added a new permission to prevent users from changing SKU description at point of sale

A new permission has been added for administrators to control by role who has access to change the description of SKUs at the time of point of sale.

- Added an all-new comparison reports feature

Users can now run a Sales Items report and compare the data against two different time periods to track growth.

- Added the ability to ‘Export’ from the Find a Diamond view

Inventory users can now export the data from the Find a Diamond view into an Excel file or .CSV with the same filter and sort rules applied for the export.

- Added an all-new permission for removing stock

Administrators now have the ability to restrict the ability to remove stock (removing stock from a SKU inventory adjustment or removing an item from merchandise received) by role.

- Added ‘Item Image’ to the Repairs report

Users can now add the ‘Item Image’ field to the Repairs report for reference.

- Added the ability to auto-map transactions to accounts on the Daily Summary via Tax Code

Accounting users have the ability to automatically map transaction line items to accounting buckets on the Daily Summary by tax code set in Crystal. These tax codes can be used once per accounting bucket, but when applied will automatically map those items into the Daily Summary versus manually adding them via Daily Receipts.





a month ago

3.0.7

What’s included in this release:

New Features and Feature Enhancements:

  1. Added a new preference for administrators to set discount % maximums
  2. Added ability to send a TBC statement to a customer
  3. Added ‘Payouts’ to Accounting feature set
  4. Added new break out of total sales + tax by location on Daily Summary View
  5. New prompt when navigating away from a transaction with unsaved changes
  6. Added ability to create multiple gift cards at a time
  7. Added an administrator preference for allowing users the ability to see the retail value on purchase orders
  8. Added the ‘As of’ feature to the return to stock flow
  9. Added a ‘Select All’ option to role permissions
  10. Added a new memo indicator for SKU tags
  11. Added ‘Deposits’ to the Daily Summary View
  12. Added all-new indicators on the Daily Summary View when day is not tying out
  13. Added an all-new e-commerce inventory report
  14. Added an all-new e-commerce settings view
  15. Added ‘Job Cost’ as a field on the Sales Items report
  16. Added the ability to view a breakdown of clients on TBC in the Daily Summary view
  17. Added a priority column to the Wishlist tab on Products
  18. Add a Source field on transactions
  19. Added an all-new product summary view breaking out detailed product information
  20. Added the ability to print a one-sided receipt from the dropdown menu on transactions
  21. Added an all-new ‘Collections’ view in Accounting
  22. Added the ‘Last Received’ field on the Sales Items report
  23. Added the ‘Last Received’ field on the Inventory report
  24. Added ‘Due Date’ to the Transactions report
  25. Added ‘Estimate to Repair’ field to the Transactions report
  26. Added ‘Most Recent Status’ on Transactions report
  27. Added “Most Recent Payment Amount’ on Sales Items report
  28. Added a new administrator permission for Voiding Payments
  29. Added a new administrator permission for the ability to backdate transactions
  30. Added a new field to E-Commerce tab on Products for ‘Short Description’ for BigCommerce users
  31. 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

______________________________________________________________________________________________

New Features and Feature Enhancements:

  1. 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.

  1. 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.





New Release
4 months ago

3.0.5

What’s included in this release:

New Features and Feature Enhancements:

  1. Add a text disclaimer for image size on Products E-Commerce tab
  2. Support for adding multiple refunds on transactions
  3. Support for narrow print receipt layout
  4. Add indicator for Daily Summary view to highlight where accounting issues are occurring
  5. Modify credit card processing flow to ensure transactions are completed by the time payment is accepted at credit card terminal

See details below for a full breakdown of new features.

______________________________________ READ MORE _______________________________________

Bug Fixes:

  1. Fixed an issue where tag prints were not wrapping text to the next line for SKUs
  2. Fixed an issue where dates were showing up on tags
  3. Fixed an issue where deactivated credit card payments were showing in the voided payments modal
  4. Fixed an issue where editing a warning note without Edit Cost permission would set cost to ‘0’
  5. Fixed an issue where when administrators create a new role and restrict access unexpected features were still showing
  6. Fixed an issue with the ‘print’ component in Crystal


New Features and Feature Enhancements:

  1. Add a text disclaimer for image size on Products E-Commerce tab

Users can now see if an image they upload to include in their E-Commerce integration is too large to send to the respective e-commerce application.

2. Support for adding multiple refunds on transactions

On the point of sale functionality, users can now add multiple refunds on transactions when processing refunds for customers in their stores. 

3. Support for narrow print receipt layout

Crystal now supports printing out a receipt with a narrow layout for customers in your store.

4. Add indicator for Daily Summary view to highlight where accounting issues are occurring

Accounting users can now see, in line, on the Daily Summary view their books are not tying out for the day due to a number of reasons, such as having a balance on a closed transaction, mismatch of transaction date and close, and mismatch of locations for a transaction.

5. Modify credit card processing flow to ensure transactions are completed by the time payment is accepted at credit card terminal

Credit Card processing flow has now been updated to ensure that transactions are getting completed when payment is accepted at the terminal. This story is an addition to ensuring that transactions are closing properly upon taking a credit card payment with Crystal.





New Release
4 months ago

3.0.4

What’s included in this release:


New Features and Feature Enhancements:

  1. Add ‘Last Purchase Date’ to Wishlist Tab on Products
  2. Add ‘Referred by’ to Wishlist Tab on Products
  3. Print Void Transaction Receipt on Integrated Credit Card Processing
  4. Resolution for Hanging Credit Card Payments
  5. Ability to Trigger Full Sync on E-Commerce Integrations
  6. When Running Integrated Credit Card Payment, Auto-Create Transaction
  7. Strip Out ‘R’ Indicator in Reference Value on Integrated Credit Card Processing
  8. Add Filter to End of Day Report for ‘Include Tax’
  9. Change Default Value for Refunds to Actual Transaction Amount
  10. Add Dropdown for Refund Type on Refund Modal
  11. Add Confirmation Before You Add a Refund
  12. Add Refund Button to Exchanges
  13. Add ‘Close Month’ Button to Daily Summary View
  14. Salesperson Performance Report
  15. All-New Vendor Performance Report
  16. Support to Assigning Deposit Thresholds on Transactions
  17. Add Manager Override for Deposit Thresholds on Transactions
  18. Add Date Columns to Wishlist Tab on Products
  19. Added Special Permission for Admins to Remove Integrated Credit Card Payment
  20. Link CardPointe Payments to Existing Crystal Transactions
  21. Add ‘Salesperson’ as a Column on Sales Highlights on End of Day Report

See details below for a full breakdown of new features.

______________________________________ READ MORE _______________________________________


Bug Fixes:

  1. Fixed an Issue Where YTD Values Were Showing Incorrectly on the End of Day Report
  2. Fixed an Issue Where the Daily Summary View was Not Showing All Rows of Data
  3. Fixed an Issue Where $0.00 Payments Were Showing as Declined
  4. Fixed an Issue Where Refund Amounts Were Not Being Added Back to Gift Card
  5. Fixed an Issue Where Product Type Modal Doesn’t Receive Initial Value
  6. Fixed a Bug Occurring on Two-Sided Receipts
  7. Fixed an Issue Where Retail Value Was Showing on RTV Records


New Features and Feature Enhancements:

  1. Add ‘Last Purchase Date’ to Wishlist Tab on Products

Users now have the ability to check when a client last purchased while looking over the Wishlist tab on the Product record.

2. Add ‘Referred by’ to Wishlist Tab on Products

Users now have the ability to check who a client was referred by while looking over the Wishlist tab on the Product record.

3. Print Void Transaction Receipt on Integrated Credit Card Processing

When an integrated transaction payment gets voided, users now how the ability to print out a ‘Void’ payment receipt to hand the their customers.

4. Resolution for Hanging Credit Card Payments

Added in a workaround to help alleviate users being blocked when a payment hangs between Crystal Integrated Credit Card Processing and CardPointe.

5. Ability to Trigger Full Sync on E-Commerce Integrations

E-Commerce integration users have the ability to trigger a full Crystal sync from the plug-in inside the e-commerce application.

6. When Running Integrated Credit Card Payment, Auto-Create Transaction

During the point of sale process and taking an integrated credit card payment, once the payment processing is happening a transaction will be automatically created to ensure the payment information and transaction information are tied to a transaction in Crystal.

7. Strip Out ‘R’ Indicator in Reference Value on Integrated Credit Card Processing

We removed the letter ‘R’ from the Reference ID value coming from CardPointe for easier use.

8. Add Filter to End of Day Report for ‘Include Tax’

On the End of Day report, users have the ability to toggle the values shown on the report by whether to include tax or not include tax on the revenue figures.

9. Change Default Value for Refunds to Actual Transaction Amount

Modified the refund defaults to automatically display the transaction amount versus just displaying a $0.00 value.

10. Add Dropdown for Refund Type on Refund Modal

Added a new dropdown so the user can select what refund type they want to process directly from the refund modal with integrated credit card processing.

11. Add Confirmation Before You Add a Refund

Added a confirmation popup that displays before a refund gets applied during an integrated credit card transaction.

12. Add Refund Button to Exchanges

Added the ‘Refund’ button and workflow on the Exchange transaction type in point of sale.

13. Add ‘Close Month’ Button to Daily Summary View

Added an all-new ‘Close Month’ button on the Daily Summary view, which allows accountants to lockdown the month’s transactions once all of the data ties out for the month. Thus, if another user tries to edit a transaction from a closed month they won’t be able to without accounting/admin permission.

14. Salesperson Performance Report

Added a brand-new report that allows users to run a report to monitor and track salesperson performance over a selected period of time.

15. All-New Vendor Performance Report

Added a brand-new report that allows users to run a report to monitor and track how vendors are performing over a selected period of time including overall key performance indicators for your vendors.

16. Support to Assigning Deposit Thresholds on Transactions

Organizations now have the ability to assign deposit value thresholds to be used by salespeople on transactions. For example, if a salesperson is creating a Special Order, an organization now has the ability to require that a $1,000 deposit is required before the Special Order can be created.

17. Add Manager Override for Deposit Thresholds on Transactions

In special circumstances, manager or administrator level users can override and allow any deposit value when the deposit threshold is applied.

18. Add Date Columns to Wishlist Tab on Products

Users now have the ability to reference date values on clients while looking over the Wishlist tab on the Product record.

19. Added Special Permission for Admins to Remove Integrated Credit Card Payment.

Administrators now have the ability to remove an integrated credit card payment from a transaction in the event it needs to be changed/modified.

20. Link CardPointe Payments to Existing Crystal Transactions

Administrators now have the ability to link CardPointe payments to existing transactions in Crystal to ensure accuracy for credit card transactions.

21. Add ‘Salesperson’ as a Column on Sales Highlights on End of Day Report

Added an all new ‘Salesperson’ column to the Sales Highlights modal, which can be accessed from the End of Day Report. Thus, allowing users to see the transaction information, what was sold the value and who sold it.







New Release
6 months ago

3.0.3

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.

______________________________________ READ MORE _______________________________________

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.


New Release
8 months ago

3.0.1

What’s included in this release:

New Features and Feature Enhancements:

  1. All-new ‘My Clients’ Report
  2. Move Credit Card APIs to Avoid 30 Second Timeout
  3. Add Client Information to an Email Receipt
  4. Re-enable Allocations to Products

See details below for a full breakdown of new features.



Bug Fixes:

  1. Fixed an issue where the HTML Receipt was not formatted correctly
  2. Disabled the amount field for Credit Cards when closing multiple transactions
  3. Stop adding payments in Crystal if Credit Card has been declined
  4. Fixed an issue with the product query for e-commerce integration
  5. Fixed an issue where the void credit card popup would display constantly
  6. Fixed an issue where the inventory report was showing no data


New Features and Feature Enhancements (in Product):

1. All-new ‘My Clients’ Report

Users now have the ability to run a client's report that is specific to clients they manage and are assigned to.


2. Move Credit Card APIs to Avoid 30 Second Timeout

For manually entering credit card payments through Crystal’s integrated credit card processing, we have increased the time to capture to 2 minutes and 30 seconds to provide ample time to manually capture the credit card via the credit card terminal.


3. Add Client Information to an Email Receipt

When sending email receipts to clients, the receipt will now include the client contact information for reference.

4. Re-enable Allocations to Products

Allocations are now available again for use while working in products and inventory management features, so retailers and users can mark where they want products allocated.



Key Bug Fixes:

1. HTML formatting fix

Fixed an issue where HTML receipts were not being formatted and displayed correctly. 



New Release
8 months ago

3.0

What’s included in this release:

New Features and Feature Enhancements:

  1. All-new Crystal integrated credit card processing
  2. All-new accounting feature
  3. All-new ecommerce integration with Shopify
  4. Allow for refunds with new integrated credit card feature
  5. Integrated Credit Card Option for TBC
  6. Add an ability to close multiple open transactions at a time
  7. Add a preference to remove hidden locations from My Dashboard
  8. Send a report via email
  9. Print due dates on two-sided receipts
  10. Add the ability to ‘Convert to Asset’ on memos
  11. All-new Help Center
  12. Support for diamond video attachments (launch announcement & official support)
  13. New toggle on Sales Dashboard for Sales by Transaction Type or Item Type
  14. 1 KPI on My Dashboard for days to sell
  15. Add client total sales to the Linked Products reports
  16. Re-enable the list view for Browse Inventory
  17. All-new update app flow
  18. Add Image field to Sales Items report
  19. Add Image field to Inventory report
  20. Add the ability expand product images
  21. New roles UI
  22. All-new Memo Items report


See details below for a full breakdown of new features.


Bug Fixes:

  1. Fixed an issue where there was a flashing screen when editing a description on the Products>ECommerce tab
  2. Fixed an issue with the Payment Type filter on the Payments report
  3. Fixed an issue with ‘Invalid Date’ showing on printed terminal receipt with credit card processing
  4. Fixed an issue where popup would display constantly on integrated credit card payment


New Features and Feature Enhancements:

  1. 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.

  1. 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.

  1. 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. 

  1. 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.

  1. 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.

  1. 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).

  1. 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.

  1. 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).

  1. Print due dates on two-sided receipts

We have now added the ability to include the ‘Due Date’ field on two-sided receipt layouts.

  1. 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.

  1. 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.

  1. 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.

  1. 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. 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.

  1. 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.

  1. 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.

  1. 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.

  1. 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.

  1. 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.

  1. Add the ability expand product images

When working with products, you now have the ability to expand the image.

  1. 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.

  1. 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.


New Release
9 months ago

2.5.8

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.


New Release
10 months ago

2.5.7

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.