Release Notes - EverywhereRetail 2018

 

 
November 19, 2018
 
Big Enhancement: Size Charts with measurements & Color charts with swatch color.  Replaced Size and colors on inventory styles to size and color charts.  Size & color chart creation for Vendor on Vendor edit form. Eases maintenance and provides more features/functionality.  Updated price tag printing to use new size/color charts #1498, #1424

 

 

Help topics

https://everywhereretail.com/help/EverywhereBridal/#.vendors

https://everywhereretail.com/help/EverywhereBridal/#.size_charts

https://everywhereretail.com/help/EverywhereBridal/#.color_charts

 

Video

https://youtu.be/xXwdSc05Cpk

 

Your existing sizes and/or colors entered on styles were not lost. We converted those to size and color charts for you. You may go into the Vendor, select size chart to add measurements to the charts if desired. You may wish to consolidate multiple size charts or rename the size charts converted, since the conversion made the size chart and color chart names the style number of the first unique chart created.

 

Please review the help & video for more explanation of how to use charts.

 

Enhancement:  (in next few days) Allow Event’s Bride, Groom or Primary Contact to be swapped for another existing customer.   This to allow another customer to be assigned to those roles when a customer is added to the event by mistake.  This customer exchange could be done with members and now can be handled with the bride, groom or primary contact.   #1473

Enhancement:  (in next few days) When searching appointments by customer name or room the User would have to flip through pages of appointments to see the found appointments, which could be time consuming if the appointment was far into the future.  This new feature will list all matching appointments in the Agenda view. The User could click any to see the appointment details.

Enhancement:  (in next few days) Users with Operations Manager Security can now run reports for any store in multi-store chain implementations.

Enhancement:   (in next few days) Up to this point, appointments must be changed to the COMPLETED status before the system would prompt to allow the Appointment customer to be automatically inserted into a Customer and/or event profile.  This has been changed that when the appointment status Changes to Confirmed or Competed the system will ask to make a Customer or Event profile. Alternately there is a Create Profile button on the appointment where a User can create a customer profile anytime.  When the customer/event profile exists is linked to the appointment and allows a shop User to jump to the profile anytime. This is great for adding more detailed notes or appointment or survey results into the customer notes.

Enhancement:  Default payment to balance if balance due is less than .05   #1489

Enhancement & Fix:  On Stock Order create allow 25 character colors, log any errors during stock item creation  #1488

Fix: Corrected Sales by Category Report to run in summary mode #1479

Fix:  Intermittent issue with saving notes on  on Event for bride, groom or primary event contact and other problems   #1443, #1441

Fix:  Error on Stock PO when Stock PO pending item is present  #1125

October 22, 2018

Enhancement:  Inventory image price tag merge code.  System has the ability to print the image1 of a inventory style when printing upong full sheets of paper using the HTML coding  #1446

Enhancement:  Print approval code and last 4 digits of CC on receipt for credit/debit when using ChargeitPro  #1469

Enhancement: Web-Based Appointment form now uses [email protected] instead of Shop’s email as the FROM email.  Some email services such as gmail was reporting these confirmation emails as possible spam because the From email address did not match the domain name or where the email originated.  Added a REPLY TO address which is the shop's email address as entered in Setup #1417

Enhancement: Inventory style characteristics, referred to as Attributes may be assigned to inventory styles and then used for inventory inquiries.  This allows Users to quickly locate merchandise containing specific features for the Customer  #1357

Video demonstration: https://youtu.be/bhdhE8NRVh4
Enhancement: Added a numeric value to the Appointment Automation 1 day and 7 day triggers that will add or remove days from when the trigger executes the actions.  This provides additional flexibility to when the actions will be performed any number of days prior or after an appointment date  #1472

September 10, 2018

Fix:  DST for Room schedules will not shift an hour on DST change  #1425

Upgrade:  Make system run in HTTPS always no matter what user enters for url, Upgraded entire program to newest version of development tools  1422,1374, 1146,1145, 1427

Fix/Enhancement:  Bulk tag printing report/module.  System now does not ignore inventory quantity on hand entries with blank last modified date.  On QOH add the created date is also inserted into last modified date field making is simpler to print price tags in bulk.  1421

BIG Enhancement:  Bulk BBL Picture Perfect Import/Update.  A new feature to easily and quickly create or update your inventory with data from BBL Picture Perfect service and in future from eStyle’s huge data warehouse of over 12,000,000 style combinations (stay tuned for more details).    This feature is partially implemented and will be fully implemented in the next few days #1420

BIG Enhancement:  Quickbooks Online integration.   everywhereBridal will now integrate into QBO journal and bill modules.  With Bills, EB improves QBO standard functionality by computing due dates and pre-pay invoice discounts. #885

Enhancement:  Corrected IOS report display responsiveness.  Now should be able to move report to be able to see all columns and total on ios phone

Enhancement:  Event List report sped up 5 times.  # 1430'

Fix:  Vat tax calculation for Fittings and when tax1 and tax2 rate percentages are utilized  #1431

Aug 28 2018

Enhancement: Sales by Date report changes added Sales column and change calculation logic on NetSales column.  Profit margin calculation is modified and lastly add payment columns to see payments and refunds. Excel output now includes sale associates responsible for sale #1398
Enhancement: Updated label on web facing appointment iframe to Event/Wedding date #1419
Enhancement:   Adding Fitting information and fitting statuses to Myinfo   # 1389
Enhancement:  Improved UI of Payment form  #1359
Enhancement:  Added image display when creating & editing sales transactions, can show/print available images of Styles on receipts, images will appear in customer favorites grid, images will show for event registered sold styles #1409
Enhancement:  Bulk inventory editing change where user may now edit inventory style QOH entries  #1408

Fix:  Removed blank space under last transaction of printed sales receipt when utilizing digital signature. #1401

Enhancement:  Canceling a Fitting transaction on Customer ticket/receipt will also automatically cancel the linked Fitting ticket  #1397

Enhancement:  Upgraded  entire project to newest software tool versions. , #1374, 1146,1145

Enhancement:  Improved system performance, #1362

Enhancement:  eMail Payment requests to customers so they may pay at their convenience online.  Payments when made are automatically applied to customer sales ticket/ledger. eMail confirmation of payment is sent to shop email and payment receipt emailed to customer.  Feature requires ChargeitPro merchant account with Emergepay feature #1368

Tweak:    On new Style lookup from Sales Transaction, do not pre-load grid with styles to improve performance.  #1361

Enhancement:  When creating a sale, if the inventory style has a picture in the url#1 field it will display on the Sales create/edit form and sales receipt line item detail.. It can be printed on the customers receipt as well.  There is a Show/Hide image button on the receipt line item page that controls whether the picture is visible or not. #1409

Enhancement: Added logging to ticket audit for the sales ticket when a Sales transaction with Special Order status is changed, such as size, color fees.  Also a TO DO will be created and assigned to all store Users marked as a Manager, to review the sale changes to insure they are valid and can be made to the customer’s satisfaction.  If not, the Manager may reverse the changes and notify the customer that the change may not be completed #1412

June 11

Enhancement:   Big Enhancement:  Custom Fitting - Complete new module to manage the alteration process.   Create tickets with tasks and charges. Include descriptions and pictures of garments.  Easily take outside work if desired or just do fittings on garments sold from store #1159
Enhancement:   Added hours worked & sales per hour   #1336
Enhancement:   Eliminate blank spaces/lines on printed receipt  #1377
Enhancement:  Made it easier to create stock orders from PO Edit form, Inventory style and Purchase order #1355
Enhancement:  Sales by Category & Vendor now will group also by sore location  #1376
Enhancement:  Issue Special Orders now defaults to most popular grouping of Vendor_Event.  Also correct menu hyperlinks on PO edit form #1354
Enhancement:  Made sales receipt a little shorted by removing blank lines.  #1377
FIX:  Sales by Sales consultant report now properly show cost of sale and correct Spiff calculation  #1388, #1393


May 7, 2018

BIG Enhancement:   Engage - A Customer Communications Hub that all the shop's email & inbound SMS messages (Using a Shop s

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