ProfitSystem v13 Features – since v12

Tickets / Events / Customers / Prospects

Digital Signature Capture on receipts is improved. Added Digital Signature to Pickup Inventory.
Ability to capture Digital signature for ProfitSystem Receipt from ChargeitPro touch terminals terminal, sign terminal, signature is attached to Ticket Terms or Pickup Receipt
Enhanced Touch Support for member tab on Event
Added Payment Plans and ability to print details (requires ChargeitPro Merchant account) Processes charges each morning when system starts first time for day
Automatically generate Payment Plans using a down payment %, total number of payments, and a term
If selling a discontinued style display confirmation and log. If style is marked inactive, deny sale
Only prompt to move cancelled item to permanent inventory if it’s in pickup and special order. If stock, just move it.
Add Event date as sort option for event lookup
Multi-store feature: Added store id to prospect form so Users know where prospect was added
Added ability to apply Signature capture on ChargeitPro terminal to ProfitSystem purchase agreement
Added support of remote USB AGP cash drawer in terminal server setups
BBL SnapPay. This powerful feature allows shop personnel to eMail payment links to Customers where the customer may pay at their convenience. Successful payments are added to Customer’s ticket when completed and email confirmation of payment received sent to shop’s email address (requires ChargeitPro Merchant account with Emergepay integration)

Inventory

When using manual import duplicate vendor/category/sub-cat
Send SMS/eMail messages from pickup notification form.
Add a button on SCW form to show net price and all promos/extras in effect for the size,color, width
Tags can be automatically printed after mass inventory updates.
Only display sales when search by style
Up to four colors per style and each color can now be 25 characters long
Added Qty on Order to inventory look-ups
Allow color names to have spaces in them
Add Picture Perfect integration, images are available for top 100 brands
Allow changing of store style directly on retail inventory form
Added ability to perform multiple physicals by category per day

Reports

Sales Performance report can now search for Department by sales associate or register
Enhance Sales Close Ratio report to show prospects created in the date range, and prospects with any sale linked via phone #, and ratio %
Added the Prospect Sold number and % to Prospect Listing report
Add confirmation number as sort option on Tuxedo Rental Reservation report
Add a Store QOH sub-group to Inventory by Category report
Enhance the pickup notification report to include SA, Ticket# & ticket balance group report by SA
YTD Detail & YTD Sales Analysis Reports can be filtered by Category and then resulting report will not include Vendors or Category with 0 values
Added Sales by Date report, may be ran for any month, quarter or year
Inventory not Sold may be limited by Category

Misc Features

Delete mailing list item via a new unsubscribe merge code placed in email body
Added Toolbox button for Touch mode
Add universal support for cash drawers triggered from receipt printers
Use card type from saved ChargeitPro credit card
Added an Inventory SCW Barcode lookup function to Find menu.
Allow an SA to be required when re-booking an appointment
Multi-Store feature: Restrict events,tickets, pick-up,prospect to current store based on security. New system setting to require VIEWSTORES to override
Don’t allow negative entries for paid-in and paid-out
When creating bridesmaid ticket from event with adjustment, use the net price on style rather than adjustment if special tax rate in use
Support Multi-Store with QuickBooks Accounting integration: Added QuickBooks class to department setup, update GL export to add class to GL export records. Allow department on invoice, and add class to transactions exported
Electronic Payments: Add a Credit / Debit prompt for ChargeitPro that comes up after they select “Credit on terminal”.
Added a new 40 column receipt layout
New Ability to perform charges with Chargeitpro using standard card swipes
Add Qty to Order to Inventory Import. This allows users to come back and quickly enter market orders into system. This feature will create inventory style, SCW & pending stock order linked to newly created SCW, saving time and steps
Added a color chart import. Great for companies or eCommerce services that provide colors
Display PO Item number on PO number prompt when issuing POs
Automatically create the new store style when saving a new stock PO item
Make sure the customer is selected for Email/SMS from pickup notifications form
Sort PO item receive grid on vendor Style number
Display warning to User when shipping an item with a balance or releasing it for shipping
Update to TLS 1.2 security for bigcommerce export
Engage Customer Communications hub. Have eMail & SMS managed from a central hub to insure no communications is missed. Easily create TO DOs, and appointments. Complete auditing

TuxedoPOS / Production

Add Role to Sub-Rental report & form
Added an option to show Event name on Sub-Rental grid
Added a wholesale representative to the stores table for rental wholesale accounts. It it used automatically for the clerk on rental orders created for that wholesale account.
Allow filter on sub-rental form for deposit paid. Group sub-rental form by event, orders, and line items
When print pick tickets, do not check security deposit paid amounts for wholesale accounts
Added a “Need” column to printed Overbook report
Allow direct entry of confirmation number on sub-rentals even with the Jims integration active
New Intra-Chain/Store Sub-Rental/Loaner feature, so a store can quickly loan tracked inventory to another sister store
New Assembly Order Sequence number, created when first payment is received. Prints on Receipt. Improved backroom sort for fast locating on pickup. Format is – M/D/YYYY-sequence #
Tux registration HTML form, when adding new event member via create order, if locate via prospect, copy prospect details into customer.
Added a new NoonDaily last fee method whereby the system will auto charge a late fee if order not returned by Noon on return date. If using Noon late fee method, charge configurable amount for the first day, regular late fee for every other day.
Sped up check availability
When adding Groom rental order to event, and groom on member tab, auto use that customer
Use non-business days when computing extended rental terms
Production when shipping can charge saved credit cards if wholesale account terms are COD
Wholesale account daily order recaps auto sent by eMail
Allow searching by phone, email and Drivers License to to search when adding new customer/prospect/event
Improved wholesale account Invoice payments
Added new payment Terms for wholesale account
Added new system setting to only check availability on order save, which significantly improves speed

Appointment

New feature to clear all exception schedules or to clear the current SA exception schedule
Remove schedules for terminated employees when terminated date added to an SA
The Dressing Room Control Panel now filters to multiple PROM appt types, and show type on grid
Increase the loading speed for Dressing Room Control Panel
Print the full notes on the appointment
Add the resource and SA on the appointment printout
When rebooking, don’t change status to Rebook until appointment is saved
Sped up appointment viewing with lots of appointments and filtering
Maintains the Appt. Date/Time column sort selection after making an appointment edit
For Multi-store, limit the appointment filter to the current store if VIEWSTORES and High security is on
Added Resource filter to Appointment Form appointment search

WebForms / Automation

Allow updates to prospect notes via the appointment request form, if an already existing prospect submits a new form
If the appointment type is blank on web prom form, don’t create the appointment
New bootstrap CSS version of myinfo and prospect forms
Multi-Store: Only show webforms for current store when processing
Update the New Prospect trigger: # of days since prospect created and don’t fire trigger if any appointments created for prospect
New web form for Tuxedo Prospect Registration, to manage rush periods where prospects entering store can register on phone to get a place in dressing room queue, auto add them to Prospect table and for User/clerk to be able to start order in one click
Improved audit details of SMS/Voice sending
Update to Mailchimp 3.0 Api, and added the ability to pull Mailchimp unsubscribes and remove address from ProfitSystem
Check current day’s store status from your phone via your stores ProfitSystem url

Smartlink

eStyle eCommerce

When updating eStyle QOH, accept any size
Increase length of the color sync code to 30 characters (color names are 25 characters)
Display the sizes/colors that couldn’t be uploaded during eStyle QOH update
Allow brand names of up to 80 characters
Added a last updated date option to eStyle sync

Jims

Send event types as P for PROM, instead of wedding and quince for Jims
Allow Jims item type and Jims line number to be edited on retail inventory form
Jims order submittal now using Jims item types
When saving rental order, if style is from Jims auto set the sub-rent flag
Allow sub-rental orders to be sent even if there is no vendor on line item, if the style has Jims vendor
When sending pocket squares to Jims, remove size
Set the Jims role based on PS role
Send Jims suspenders BOBL to size M always.
Limit length of event for Jims
Display message when EZ Tux reports back order must be called in (use date Mon-Thr)
Use event date – 2 for pickup date for Jims orders. If no event, use order pickup date
Set inventory discontinue date from Jims import for their styles

Syvo eCommerce

Integrates directly with Syvo eCommerce to update Quantity on hand from ProfitSystem
Added Syvo color chart import
Added brand lookup to link Profitsystem vendors to Syvo