May 2020: POS Updates

Order for Multiple Recipients | Text Message Order Updates
Automated Tax Calculations for Shipments | Attributes for Customers

Order for Multiple Recipients.

The new Manage Shipments page handles orders that are sent to multiple destinations.

This is great for bulk gift orders that are being delivered to different recipients or wholesale orders for different customer locations.

Click here for more info.


Text Message Order Updates.

Want to notify your customers when an order is submitted or ready for pickup? Send text messages and/or emails automatically based on triggers like the service state.

When your system is set up to do this, all you have to do is update the order state (like complete or picked up) and the notification will be sent.

Click here for more info.


Automated Tax Calculations for Shipments.

Use our TaxJar integration to have sales tax automatically calculated. It determines the rate based on statecityzip-code and street address. In addition to other features:

  • It takes into account whether or not the sourcing for the transaction in question is origin-based or destination-based, and whether or not shipping is taxable.
     
  • It offers address validation to make collecting sales tax for the correct address easier than ever.

Click here to learn more.


Attributes for Customers.

If you’re a business that works with customers who have relationships with industry professionals, such as interior designers and contractors, you can keep track of the info in the customer page.

Use the Attributes tab and add the information you want to save.


And More Updates…

  • Dropdown in the item supplier tab that quickly adds the selected supplier for the item in all locations
  • File upload resizing
  • Print label from invoice just like in PO
  • Printout from report now tracks history of emails
  • Paging for attribute dependencies so page doesn’t freeze
  • Option to send email with printout directly to customer email
  • Auto map payments to sales with balances
  • Email Description column in supplier import
  • Pivot table configurations, including:
    • Don’t allow item in two pivots
    • Hide set inventory option
    • Delete item after remove
  • And much more

If you don’t have the latest version, close the POS program on your computer. When you re-launch it, the popup will prompt you to update to the latest version. This will give you access to the newest features. It is recommended to restart the POS daily.

Note: Some features are add-ons. Call our office to add to your system.


We’re happy to help.

The team is standing by to assist with any questions that may arise.
Please contact us at 718-522-0909 or email [email protected].


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Send a few shots with the POS and we’ll post. View examples.

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