What’s included in this release:

New Features and Feature Enhancements:

1. Added the ability to see the total closed value for transactions for a client with the repair totals included
2. Added the ability to specify the Client Source on the Create Client flow
3. Added the ability to see On Account balance and Collections payments to the Point of Sale flow
4. Added an administrator setting for Jewelers Mutual Care Plans to enable/disable the Care Plan flow from populating on each transaction
5. Made a change to Inventory on Jobs in Inventory Management to make the location field static
6. Added a permission to allow for administrators to turn off the ability to see client contact information
7. Added a permission to allow for administrators to restrict who has access to change user roles
8. All-new Transaction Summary view is now available
9. Added a new feature to the e-commerce integrations that will automatically trigger a full product sync when a Vendor gets updated for a product
10. Added an flag on merchandise received records when an item comes in that is tied to an open order
11. Added additional filter capabilities to exports on the Daily Summary view
12. Moved adjustments and gift card transactions to ‘Money Held’ on the Daily Summary view
13. Added product allocation support on the Physical Inventory capabilities

See details below for a full breakdown of new features.

Bug Fixes:

• Fixed an issue where canceled transactions were showing up as voided
• Fixed an issue where Accounts Receivable KPIs were showing up as negative values
• Fixed an issue where the Accounts Receivable KPI for 91 - 120 days was showing as 61 - 120 days
• Fixed an issue that prevented users from removing Stock #’s from current transactions
• Fixed an issue where the ‘Print Receipt’ on Open Transactions view endlessly populated
• Fixed an issue where the Client On Account was not respecting all permissions
• Fixed issues related to the e-commerce orders sync for Crystal’s e-commerce integrations
• Fixed an issue where printing a standard receipt printed two copies
• Fixed an issue where putting an ampersand in Custom HTML dialogs failed to generate

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New Features and Feature Enhancements:

- Added the ability to see the total closed value for transactions for a client with the repair totals included

Users can now see the total sold amount to a particular client which includes total closed sales and returns with the money made on repairs with a new ‘Transaction Total’ metric on the Client Detail view.

- Added the ability to specify the Client Source on the Create Client flow

When creating a new client users can now select and add the client source information.

- Added the ability to see On Account balance and Collections payments to the Point of Sale flow

Users now have the ability to check on On Account balances and collection payments against those balances from within the transaction view itself.

- Added an administrator setting for Jewelers Mutual Care Plans to enable/disable the Care Plan flow from populating on each transaction

Added the ability for administrators whether the Jewelers Mutual flow automatically generates when a transaction is created from the Preferences view in Admin.

- Made a change to Inventory on Jobs in Inventory Management to make the location field static

When doing an Inventory on Jobs in Crystal, the location field is now static as designed.

- Added a permission to allow for administrators to turn off the ability to see client contact information

Administrators can now restrict access to which of their users has access to see client’s contact information.

- Added a permission to allow for administrators to restrict who has access to change user roles

Administrators can now leverage a new role-based permission to restrict administrator access to change user roles within Crystal.

- All-new Transaction Summary view is now available

On a client record, there is now a simplified view in order to get information about what a particular client’s spending habits with your organization have been along with a breakdown of their full transaction history. Previously, this was two separate views which are available from one easy-to-use screen.

- Added a new feature to the e-commerce integrations that will automatically trigger a full product sync when a Vendor gets updated for a product

When editing the vendor associated with a product and saving, that change will trigger an update for e-commerce sync so the new vendor associated gets updated on your website. This ONLY applies to products and vendors that are permitted to go sync with your e-commerce website.

- Added a flag on merchandise received records when an item comes in that is tied to an open order

When creating a new merchandise received record, if you are bringing in a Stock # or new inventory associated with a Stock # that is tied to an open order you will be notified while creating the merchandise received record.

- Added additional filter capabilities to exports on the Daily Summary view

Users can now select to include the report titles and filters as well as extended details (information that is collapsible in the Daily Summary view - such as On Account, Sales Tax breakouts and Collection Payments sections).

- Moved adjustments and gift card transactions to ‘Money Held’ on the Daily Summary view

Store credit adjustments and gift card-related transactions have now been moved to the ‘Money Held’ section of the Daily Summary to allow for only selected nonstock and physical item transactions to get recorded in the Transactions section.

- Added product allocation support on the Physical Inventory capabilities

The Physical Inventory feature now fully supports the allocated products flow in Crystal.