Feature highlights
This release should make life easier for those of you who take payments over the phone (it happens more regularly than you think!), as well as those of you managing multiple report subscriptions.
In addition, we've included the usual sprinkling of minor fixes and behind-the-scenes updates.
Rest easy knowing everything's been exhaustively tested and documented.
Sick of taking orders over the phone and scrambling to enter the payment details, perhaps even having to find a POS terminal, only to end up working with the finance department to try reconciling the orders and their payments later? If that sounds familiar, this update is for you.
Order Payment Links allow you to process a phone order payment via the website, whilst integrating that payment back to your ERP system. It uses a simple interface that allows you to capture key order information and have the ability to email the details to the user.
Benefits
- Instantly collect payment for phone orders being entered into the ERP
- Online payments are linked to the relevant order and integrated to the ERP - no future reconciliation
- Securely process payments through your normal gateway and email the customer a copy of the confirmation
If you use Report Subscriptions, you may have several reports set up to be automatically generated and emailed on a daily, weekly, or monthly basis.
When there are multiple iterations of the same report going to different users, it can quickly get confusing when it comes time to edit one and they all bear the same name!
Which is why we've added the ability to nickname all your report subscriptions. You can now give them a more meaningful and user-friendly name, making organisation and management of your subscriptions that much easier.
Benefits
- Personalise all of your subscriptions without affecting other subscribers. Your nicknames are only viewable by you
- Easily identify reports and distinguish similar subscriptions by giving each a unique name
Of course there's more!
Curious about all the finer details?
You can find the full release run-down right here: Version 2023.2 Release Notes