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.
- Manage Quick Links
- You can now manage "Quick Links", it will allow you to add or delete existing quick links as well as the ability to change the order. Please note that it's user-based, whatever you change in your account will ONLY stay in your account.
- Customer Purchase Not Converted
- We have added a new link in the "Quick Links" to show the number of customer purchase's which have not yet converted to a product. The link will take you straight to the report which will list all the products.
- -- Customer's Custom Fields
- New Type - Tags
- We have added a new field type called "Tags" which is, in fact, a "Multi-Select". Tags are labels which you create to help organize your customers, Once created then you can easily tag customers. This is also used for MailChimp integration to map MGR tags with MailChimp tags. Once the mapping is done these tags will be automatically sent to MailChimp audience.
- New Type - Tags
- -- Credit Note Number Prefix
- This option will allow you to set "Credit note numbering prefix", the default value is "CN".
- -- Initial Credit Note Number
- This option will allow you to set the starting number of "Credit Note", the default value is "1001".
- -- Initial Order Number
- You can now set a separate POS order numbering as well.
- -- Single Number Sequence
- This option will allow you to use the same numbering for the "Order", "Invoice" and "Credit Note".
- -- Show Preset Dropdown in New Ticket
- You can now show the preset dropdown on the "New Ticket" page too, the default value is "Yes".
- Search Form
- Customer Address: We have added the option to search the leads by customer address.
- Search Form
- Customer Address: We have added the option to search the estimates by customer address.
- The preset dropdown on Create New Ticket
- We now show the list of presets on the "Create New Ticket" page so you can either pick one from the list or create the ticket normally.
- List of Payment
- We have added a new icon next to the previous payments to list all the payments made so far, please note that you can already see the payments made on the invoice page.
- Tickets Search Form
- Customer Address: We have added the option to search the tickets by customer address.
- Customer Purchases
- 2 New Columns on the Manager
- We have added 2 new columns "Total Items" and "Not Converted" so you can see how many items are in the purchase and how many have NOT been converted so far.
- Search Form
- We have added a new search field called "Converted into Products" which will list the products converted or not when selected.
- 2 New Columns on the Manager
- Saved Search
- You can use the Saved Search feature to save the defined search criteria to ease your search experience. This allows you to quickly perform a search without needing to manually enter all of the search conditions each time. You can create, modify, and delete a saved search. As soon as you created a saved search, there will be a new drop-down on the search form which will list all of the saved searches.
- You can also share your saved searches that you think may be useful to other staff members.
- Please note that you already have a "Saved Search" feature in the tickets.
- Custom Field - Tag
- If you have created a custom field called "Tag" then it will be shown with the other custom fields. Tags are labels which you create to help organize your customers, Once created then you can easily tag customers. This is also used for MailChimp integration to map MGR tags with MailChimp tags. Once the mapping is done these tags will be automatically sent to MailChimp audience.
- Show on Map
- Show on the map now has the group by town data as well alongside the map to make it easier to digest the data. Please note that this data will only show if you're populating the customer address via the "Google Address" field.
- Address Part
- You are now able to change the Google address part, in some cases, Google returns the wrong address, in such a case you are now able to change it and update the address manually.
- Product Import
- We have added a new column in the import called "AdditionalModels" which will allow you to assign "Additional Models" to a product during the import. If you’re using “AdditionalModels” and you have more than one model then please sue ~ as a delimiter e.g. Model1~Model2~Model3.
- Print Barcode/labels
- We have added a new option to add "Batch Number" on the product labels. Please note that the system already has a unique batch number when you add a stock (manually or via purchase order). We have now added the option to include that on the product labels so you know which stock to use first.
- Search Form
- We have added the following fields in the product search from.
- Show Low Stock: Enables you to show just the low stock products, please note that you already have the link on the dashboard to show the low stock product.
- Show Back Order: Enables you to show just the backorder products, please note that you already have the link on the dashboard to show low product on backorder.
- Show Serialised: Enables you to show just the serialised products.
- We have added the following fields in the product search from.
- Update cost price of the Products based on Average - FIFO (“First-In, First-Out”)
- We have added an option to update the product cost price based on the average so the system uses the corerct value when calculating its cost of goods sold.
Sales:
- Search Form - Ticket and POS
- Customer Address: We have added the option to search the invoices by customer address.
- /expenses - New Endpoint
- We have added a new endpoint to list all the expenses.
- /expenseCategories - New Endpoint
- We have added a new endpoint to list all the expenses categories.
- Ticket Preset Wizard
- Appointment Yes/No
- We have added an option in the preset wizard so you can enable the appointment feature in the flow. The widget will use the preset "Required Time" to plot the slots. Ticket and appointment will be associated with each other.
- Appointment Yes/No
- MailChimp
- Custom Fields - Audience Fields
- You can now map all the customer's fields along with the customer's custom fields with MailChimp form fields.
- Tags - Audience Tags
- You can now also map MailChimp tags with customer's custom field (type=tags). This will allow sending the correct tags to MailChimp audience. If you're using MailChimp tags then it's recommended to use the customer's custom field type called "Tags".
- Custom Fields - Audience Fields
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