1310 days ago
Customer address - split into sections
When adding/editing a customer in the POS as well as in the customer app, the address section is now split into multiple sections.
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When adding/editing a customer in the POS as well as in the customer app, the address section is now split into multiple sections.
We have added a new section to the metrics page allowing the ability to easily see all unpaid orders and invoices.
Head to Settings > Metrics > Unpaid
In this section you will be able to filter by Order Status, Customers/Business Accounts, and a Day range.
A total amount of all unpaid orders and invoices will be at the top and a breakdown provided below.
You will see unpaid orders on the left showing the customer name, how many orders are unpaid and the amount owed. You will be able to select the customer, take payment, make edits or see the itemised list of the items in the order.
Similar to unpaid orders, on the right, you will be able to see unpaid invoices with the same options as unpaid orders with one difference. You will be able to click on the number indicated in the “invoices” column and send the invoice from this section to the customer or business account.
One handy new feature for the Driver app is the ability to show the rack location on all delivery orders.
This will allow your driver to easily know on which racks the relevant orders are in your store while looking at the driver app, so the driver can then collect them and deliver them to the customers.
Head to Settings > Pickup & Delivery > Driver App > Show Rack Location for Delivery Orders and toggle on.
If your store offers pickups and deliveries, you may want to restrict a driver to a certain route. You can ensure that a driver on one route does not see pickup and delivery orders which belong to another route.
Once you create your routes head to Settings > Users > Edit User > Limit Driver App Routes Dropdown and select the relevant route for your driver.
If no options are selected then the user has access to all routes in the Driver app.
This feature will grant the ability to lock a staff member out of the POS preventing any further access.
Most useful if you still need to complete payroll for a last paycheck for example, but not allow the staff member to access the system.
Head to Settings > Users > Edit User > Access Mode > Locked Out
Allow a staff member to create a statement history (payment history) for a customer/business account over a certain date period. This can be created as a PDF or Email and then sent to the customer.
Head to Settings > Invoice in the top right corner you will see 'New Statement'.
The statement will list all of the payments made by a customer/business account during that date range (either regular order payments) or invoice payments, as well as any unpaid orders.
To ensure your driver only has access to the Driver app and not the POS as well, you can choose to exclusively grant them access to the Driver app.
To do this, head to Settings > Users > (Add or Edit the User) and then go to Access Mode and select from the dropdown 'Driver App Only'.
You now have the easy option of selecting a role that fits the user you are adding.
A new employee for example could be given the preset role 'employee' when you add or edit a user from Settings > Users. When adding or editing a user, if you go to where it says 'Role' and in this case, select 'Employee' it would instantly mark the relevant permissions. This is true for a Manager role or admin which each have their own set of permissions.
If these set permissions are not quite what you need for your employees for example and maybe you need to give them a few more permissions to open the cash drawer or add a discount, we now have 'Custom Preset Roles' to create your own custom roles for your employees. This will make adding employees in the future much faster!
Head to Settings > Store Settings > Security > Add User Role
Now when adding a new User in the Roles dropdown you will see your newly created Role with the custom Permissions.
Have you been looking to see how much laundry per lb/kg has been completed by your staff members on average per hour? Fear not!
Head to Settings > Metrics > Weight Processed
Go to the bottom of this page.
You will see the Average weight processed per hour by each employee gathering valuable data such as:
We have now launched our new IPad POS App!
You can download it now from the App Store, if your staff are using IPad tablets.
Some of the advantages of using our IPad App over the browser includes:
Android tablet users, we'll be launching one for you very soon.