Admin Section
In this version, we've introduced a new payment method called "Partial Payment," which gives a provision to the admin to allow their customers to make partial payments in multiple installments based on the terms created by the admin.
To offer this method, we have provided a setting "Allow Partial Payment" on the Add/Edit Customer page where the admin can enable this method and select a payment term for the customer. We have also added this setting in the Add/Edit Store page to allow store-wise partial payment.
Configure the "Partial Payment" and "Payment Terms master" in Admin >> Store Configuration >> Payments Method >> Partial Method >> Edit Payment Configuration Page:
From the payment configuration screen, the admin must first define the payment term master.
The list of added payment term masters will be displayed in the popup window, and the admin can modify, copy, or delete the terms.
We've added two additional status selection options to the Partial Payment configurable: "Any Partial Request Paid Status" and "Last Partial Request Paid."
- Any Partial Request Paid Status - When any partial payment request is paid, this payment status is applied to the order.
- Last Partial Request Paid - This payment status is applied to an order after all partial payment requests have been paid.
Admin can assign the default payment term from the created payment term master from the Payment gateway setting in the same window.
Once the admin configured the partial payment, the admin can enable the partial payment for the customer and store Add/Edit Screen.
In the Customer Setting for the customer Add/Edit screen, we've included a "Allow Partial Payment" option. When enabled, admin will be able to select the payment term.
After the admin enables partial payment and assigns the payment term, the customer can place an order using partial payment. After placing the order based on the payment terms, the first payment request will be raised automatically, and the admin must go to the admin >> Orders >> List Orders >> View/Update Order >> Payment Request History tab to raise the other payment request.
The "Modify Payment Request" section allows admin to modify the payment request amount and date.
Admin can raise pending requests individually or in bulk from the "Payment Request" Page's pending request section.
In this release, we have enhanced the UI&UX of the job board.
- We have added two new views, namely Grid View and List View in addition to the Summary View that was already there.
- When the Job Board will be accessed, Grid View will be displayed by default.
- This new UI has been made available to admin, branch, printer, and franchisee accounts.
- When the logged-in admin will change the view for the job board, their view preferences will be saved.
- Additionally, we have provided the ability to scan the barcodes, and as a result, the admin will be able to select and change the status of the ordered product.
- The job details will be displayed as per the order product statuses.
- For changing the status of any order product, the admin can use the new drag-and-drop feature:
- The admin will also have the facility to update the order product details using the pen icon:
Settings
To manage what and how the jobs will be displayed in the Grid View, click on the Wheel Icon:
Here, you can manage the Order Product Status, Number of Future Days, Number of Past Days, Number of Jobs per Row. In addition, you can choose to have Edit icon, Drag & Drop feature for modifying the order product.
Also, you have facility to add more details to display by selecting Product Options in three extra columns.
This view is the existing one with some modifications.
We have modified the Setting option for this view as below:
This is second new view introduced in the Job Board.
- By default in this view, the jobs will appear as per Due Date. You can change the grouping from the Group By filter:
- The admin will also have the facility to update the order product details using the pen icon:
- To manage what and how the jobs will be displayed in the List View, click on the Wheel Icon:
In this version, we have made changes to the offline order procedure. Now, when the shipping and billing address of the customer is not available, the admin can set and use the default address in the Offline order address.
For this, we have provided admin with a section named "Offline Order Address" in the Admin >> Store Configuration >> Shipping Method >> Address Settings page.
- Once the admin has enabled the "Use Fix Address For Offline Order" setting from the above screen, the admin will be available add a default address:
- Enter the details for the default address and Save.
- Ask For Confirmation: When enabled, the system will pop up a confirmation before placing an offline order with the default address.
Offline Order Flow
After applying settings, when the admin goes to place an offline order and the customer's shipping and billing addresses are not submitted, the default address is displayed.
This enables the admin to quickly add the offline order.
Now, in the audit log message admin can see deleted customer email address and store name.
Now, the export to Excel function will generate the report in the background, and the admin may view the recently generated report by navigating to the generated report files and downloading the file from the popup window.
In this release we have done below enhancement in the filters.
- Printer Commission - Admin can now filter the list depending on the Order Status on the printer commission screen. Furthermore, in the printer commission report, the admin can filter the list by Payment Status.
- Sales agent commission - Admin can now filter the sales agent commission report based on the order status filter.
Quote artwork will now be displayed in the quote detail page on the admin side. Also, if an offline order is placed, the added quote artwork will be carried forward and utilized when placing the order.
In this version, we relocated several settings to respected settings and added new ones.
Studio Setting
- We have moved studio-related settings from the product edit screen to studio settings like a type of color palette, and an Advance color palette.
- We have moved studio-related settings from the product setting to the studio setting like “Enable JPEG setting”, “Scaling Factor”
Site Settings
- We have moved the “local pickup method display style” setting from theme setting to store configuration.
- We have moved the “shipping method option style on the shopping cart” setting from the theme setting to the store configuration.
- We have added a “Display Estimated Individual Delivery Days” setting to the Store Configuration that helps to display estimated delivery days for each shipping method individually.
In this release, we've included a new section called "Manage cache storage" in Manage Web Storage where admins may clear all system cache and third-party cache.
Admin can also utilize the header cache delete button to clear all system cache and third-party cache.
When the quote module is disabled, admins will no longer be able to access the quote section on the dashboard, user listing, and branch listing pages.
In this release, we have implemented the below enhancement in the email template.
- Job ticket - Now, we have added some variables like workflow admin name, Product SKU and hire designer information in the job ticket email content.
- Order approval request email - Now, the Order approval request email contains the product image.
- Quote email - Now, We have added a store name variable in every quote email.
- Payment date and status variable - Now, We have added payment date and payment status variable in the Job ticket format, Invoice template, confirm the order, Update order, Order product status update email template.
We have now introduced an export option to the manage pay on account section so that the admin may export the data to an excel file.
We have optimized the download order design file in this version; now, when you download the print-ready file, the original file is not deleted.
In this version, we have made the following changes to the order listing page.
Display the shipping method name: The shipping method title is now shown on the order listing page when the admin hovers over the shipping type.
Order Notes: Admin can now view the order notes on the order listing page.
Search by order product ID: The search will now function for the order product ID on the order listing page, rather than just the order ID.
The admin can now delete the extra option generated by the admin from the modify order screen.
In the view/update order page, the invoice date will now be displayed beside the invoice number.
There will now be one flag available in the order and order product status to enable/disable the admin notification, when the status of any order changes, the admin will be notified.
