BLOG

We’ve finally finished testing customer credit accounts and are releasing them tonight. To create a customer account go to “Customers” then “Credit Accounts” on the menu. Then press “New Credit Account”. Once you have a customer that belongs to a credit account you’ll see the credit account available on the register when that customer is attached to a sale. View a quick tutorial here.

You’ll also notice some other cool features we’ve added into the release including:

• Gift Cards

  Along with credit accounts gift card functionality has been added to the system. Contact us to find out more about getting custom made gift cards. If you already have gift cards that you’ve purchased from some one else we can probably get those working in the system as well but it won’t be quite as automated.

• Customer Notes

  Under the “Customers” menu you will find a new listing called “Notes” that lists all the customer notes you have entered. You can search for notes contents from the listing.

• Quick Archive Customers and Items

  Under the “Admin” menu there is “Quick Archive” with “Customers” and “Items” as options. Use these listings to quickly archive or restore items (with no inventory) and customers.

• Speed Improvments

  You should notice that searching is faster, especially if you’re searching through the vendor catalogs.

For a full list of improvements visit our update log.