System Update - December 2020 - Discover the latest updates to My Gadget Repairs

As always, our team’s core focus is to deliver a seamless experience for our users. We have been busy working on product improvements over the past month and wanted to share a few highlights.

Settings:

• Invoice
  • --Exclude Item Line Columns
    • We have added an option to exclude columns from the item lines, you might not want to show the "Tax" or "Discount" column on the estimates, invoices and receipts. The following columns can be hidden if needed.
      • Line Number
      • Quantity
      • Unit Price
      • Discount
      • Tax
• Tickets
  • Ticket Monitor Snippet
    • We have added a new option called "Customer's Company" so you can show the company in the ticket monitor.
  • Ticket Monitor Snippet - Default Order
    • We have added a new option called "Overdue, Due Date" so you can order the tickets by overdue first and then due ones on the ticket monitor.​​​​​​ ​
• Notifications
  • 55 - Notify customer to make the payment on Pending POS Orders
    • We have added a new notification for the "Customer Payment", customer payment is when the customer pays for the POS order but you generate it from the normal POS interface.
  • 56 - Alert to repairer when out of stock part is received
    • We have added a new notification for the "Staff" so they are aware when the part order has been received.
• Model Dropdown
  • Model dropdown now works the same as the "Customer" and "Product" where you must enter 3 characters and then it brings up the matches.
• --POS Order No Prefix
  • You can now set the POS order number prefix (POS) to whatever you need. Please note that the default value is "POS".
• --Invoice No Prefix
  • You can now set the Invoice number prefix (INV) to whatever you need. Please note that the default value is "INV".
• --Franchise/Shop Ref On POS/Invoice
  • When we create the POS order or Invoice we append FranchsieID/ShopID, e,g, your POS order number may look like POS-1275/1354-Number, by setting this option to "No", you can now exclude the FranchsieID/ShopID from the POS orders and Invoices. The default option is "Yes".
• --Time Slider Maximum Duration (In Hours)
  • You can now extend the calendar appointment slider to more than 8 hours if needed, please note that the default value is 8.

Calendar:

• Logistics Progress
  • You can now see the logistic progress events on the calendar when added with the calendar date.

Tickets:

• Load Preset Items
  • You can now add as many preset items in a ticket, let's say if the ticket was created from a preset called "iPhone 8 Screen Replacement", once the ticket is created the system will add the items within that preset as before. Let's say technician found another issue with the repair (Battery) and customer agreed to go ahead with that too, Now we have added a button called "Load Preset Items", you select another preset and the system will add all the items within that preset too. This makes the whole process much easier.
• RMA process with Suppliers for Defective Parts - Returns to Vendor
  • The supply chain is filled with instances where a delivered product does not necessarily meet the expectations of the merchant, consumer, or other buyers. When a product needs to be returned, it must go through a return process, referred to as Reverse Logistics, and obtaining the return merchandise authorization (RMA) is typically the first step of the process.
  • We have added a complete flow to handle the vendor returns easily. From now when you create an RMA via the ticket and add the parts in the ticket the system automatically adds the part and quantity in the defective parts so it can be used when you create the purchase order. You can see all of them on the RMA Report as well. 
• Ticket Invoice - Change Customer
  • We have added the option on the invoice to change the customer, once the invoice is paid you cannot change the customer on the ticket, this remains the same however you can change the customer from the invoice and then it will change the invoice and ticket customer at the same time.
• Logistics Planning
  • Calendar Date
    • We have added an option to add the progress of the logistics in the calendar if needed. Let's say you wanted to ship certain orders on specific a day you can set the date which will automatically add the event in the calendar.

Products:

• Bulk Product Update
  • We have now added the option to update "Serialized Stock" field via the CSV import. This field is also added when you export the data.
• Import and Export
  • We have now added the option to update "SerialisedStock" field via the CSV import. This field is also added when you export the data.
• Product Repair
  • At times you may need to do some repairs before you sell the product so we have added an option to initiate a repair from the product interface so you could calculate the cost. We have also added a new tab to show all the repairs have been done on that product.

Stock Manager:

• Stock Count - Partial
  • You can now select multiple brands when you do a partial stock count.
  • You can now select multiple categories when you do a partial stock count.
  • Once you have given the file back to the system we now show the negative values in red so you can easily spot them.
  • We have also added the link to the product page in case you wanted to check the "Stock Info" or anything related to the product.

Purchase Order:

• Partially received
  • You can now receive your purchase order partially. We have added a new icon in the actions which will perform a partial received. Please note that If you have only partially received your items, the status of the purchase order will remain as 'Partially received'. Only when the purchase order has been received in full will the status be changed to 'Received'.
• RMA process with Suppliers for Defective Parts - Returns to Vendor
  • You can now add RMA defective parts directly via the purchase order interface. We have added a button called "RMA - Defective Parts"  click on it and select the parts you wish to add in the purchase order. You will notice that the price will be set to 0 and you can't change the quantity. Once you have added the items in the purchase order you can email the supplier and update the purchase order to "Ordered" after this it's the same purchase order workflow, once received set them as received and then allocate the stock to the correct shop. As soon as you allocated the stock will be added in that shop.
• Supplier Invoice Number
  • We have added a new field called "Supplier Invoice Number" in the PO so you can associate the PO with the supplier's invoice number.
  • We have added the same field in the search form too.
  • This field will also be available when you print the purchase orders.
• Supplier Tax
  • If the supplier has a tax associated then the system will use that tax on each item line otherwise it will use the product's tax.
• Notes with Item Lines
  • We have added the option to add notes against each item line if needed.
• Tickets affected by this purchase order
  • You can now see which tickets are affected by the purchase orders, let's say there is a delay in one of the purchase order and you want to inform customers, now can click on the button which will list all the tickets effected by this PO and then just select all the ticket and send a generic message to all of the customers informing them about the delay.
• Parts Order
  • Now when you add parts order to an existing purchase order, the system will automatically update the "Ordered Date" of the parts order and when it's received the system will automatically update the "Received Date" and notification 54 and 55 will be sent.

Reports:

• RMA Report
  • We have created a new report called "RMA Report" which will list all the RMA defective products so you can send them back to the supplier or create a purchase order.
• Ticket Reconciliation Report
  • We have added the following columns in the search and when we list the data.
    • Technicians
    • Issue Type
    • Make and Model
• POS Sales
  • As you can now create RMA of the POS orders, we have added the following drop downs so you can either search for the RMA or the parent RMA orders.
    • RMA Orders
    • Parent RMA
    • Supplier
• Ticket Invoices
  • We have added the following options in the search form.
    • Product Name
    • Supplier

Import Process:

• File Validation Only
  • We have added the option to set the import mode to "File Validation Only" on the following imports. If the "File Validation Only" mode is enabled then the system will only validate the data and output the result. From there you can then import the file if needed.
    • Shop Account
      • Appointments
    • Franchise Account
      • Stock Import
      • Bulk Stock Move

Franchise Account:

• Logistics Planning:
  • The logistics planning section is now available in the Franchise account as well so you can easily manage all the logistics pipeline for all your shops.
  • Calendar View
    • We have added a new view to list all the calendar entries created via the logistic planning process.
• Shop Sync
  • Shop User/Staff Rights Groups
    • You can now sync "Shop User/Staff Rights Groups" groups across the shops as well.

Supplier Manager:

• Tax ID
  • We have added an option to associate tax id with the suppliers so it's easy to calculate the tax when you create the purchase orders. The following interfaces have been changed.
    • Add/Modify Suppliers
      • When you add or modify supplier you can now choose the tax they charge from the drop-down.
    • Supplier Import
      • Supplier import has a new column called "VATPercentage" which will contain the value of the tax e.g. if the supplier charges 20% tax then you will add 20 here.
    • Supplier Export
      • Supplier export has a new column called tax "VATPercentage" which will contain the tax.
    • Search Form
      • We have also added a field in the search form so you can filter supplier by the tax.

POS Interface:

• Customer Payment
  • We have added am option where you can send the POS order to the customer so they can pay via the online payment, please note that you must have at least one payment integration enable otherwise the customer will not get the option to pay online. This option is very handy when you are using the "Customer Credit". you can send them the POS invoice so they can top-up their account.
  • Please note that the stock will not be reserved until the customer has made the payment, as soon as the payment made it will be converted to an actual POS order. Until then its NOT a pos order. 
  • Please note that serialize products can't be added as customer payment as we can't reserve the items until the customer has paid. Customer may never pay or pay x days later and you may have a customer who can take that product straight away.
• RMA process with Suppliers for Defective Parts - Returns to Vendor
  • The supply chain is filled with instances where a delivered product does not necessarily meet the expectations of the merchant, consumer, or other buyers. When a product needs to be returned, it must go through a return process, referred to as Reverse Logistics, and obtaining the return merchandise authorization (RMA) is typically the first step of the process.
  • We have added a complete flow to handle the vendor returns easily. From now when you create an RMA via the POS the system automatically adds the part and quantity in the defective parts so it can be used when you create the purchase order. You can see all of them on the RMA Report as well. 

Customer Portal:

• Unpaid POS Orders
  • Customers can now pay their unpaid POS order via the customer portal, please make sure that the POS order was created via the "Customer Payment" option.

API Interface:

• /shipments/deleted - NEW
  • We have added a new endpoint which will list all the canceled or deleted shipments.

3rd-Party Integration:

• Zapier
  • Trigger
    • New Deleted Shipment - NEW
      • We have added a new trigger which will list all the cancelled or deleted shipments.

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