New Features


Customer List Builder


Our new customer list builder report will give you the ability to build custom reports from a large array of available filters. You will now be able to build a report of customers based on things like their birthday, last purchase date, payment types and much more. This new feature can be found from Store Operations under Customers>Customer List Builder. For a detailed tutorial on how to use this new feature please visit the related support article here.


Switch Cashier

You will now be able to switch cashiers without having to logout of the system each time. This new feature can be found under your Action Menu in the Front Register in the "Register" section. The button, Lock Register/Switch User, will now be present. The blue button that is presented will give you the switch cashier menu prompt. For a detailed tutorial on how to use this new feature please visit the related support article here.


Transfer Detail Report

Now available under Reports>Inventory>Transfer Detail Report is a function allowing you to generate an exportable report for orders in any available status done between all of your stores. For a detailed tutorial on how to use this new feature please visit the related support article here..

Functionality to Delete Adjustments

A delete button is now available in inventory adjustments to undo any changes that may have been accidentally input into the system. Deleting an adjustment will revert all inventory movements and remove the transaction from any items involved. For a detailed tutorial on how to use this new feature please visit the related support article here.
Receipt Template Test

A button has now been added to the Receipt Templates section that will allow for you to view and test the output of whatever format you may have setup.

Functionality to Revert Inventory Balance to Zero



A utility has been implemented to allow for you to reset the inventory balance of a store to zero if needed. This tool can be found in More Options under Adjustments to Inventory. For a detailed tutorial on how to use this new feature please visit the related support article here.

*NOTE* - If you have a large amount of products in your catalog this can take 5 or more minutes to complete. Please run this tool with caution.

Customer Order Summary Report
The Customer Order Summary Report has been added to allow for you to create reports for all orders in a status (or statuses) that you want to report on. You will be able to create custom reports that include multiple current statuses of orders, multiple stores and time frames. For a detailed tutorial on how to use this new feature please visit the related support article here.

  

Enhancements


Visual Emphasis on Status Boxes


A visual rework of the status combo boxes for areas like Purchase Orders and Supplier Shipments have been added.

Payment Panel Resolution Increase

Due to the difficulty of use when on a touch interface, the payment panel at the front register has had an increase in resolution.

OIP Printouts

You will now notice that there are three separate printouts for OIPs (one for each type of OIP).