System Updates 1 – 31 August 2024

September 6, 2024By Emma VeldeSystem Updates, System Updates 2024
System Updates 1 – 31 August 2024

In August we worked on:

New Features:

• General Ledger: Added tests for sales, payments, and allocations, expanded loyalty reward tracking in the ledger, and improved loyalty management by preventing duplicates and ensuring accurate liability and store tracking.
• P&L: Created a new Profit & Loss interface with Vue 3, enhancing data display, API metrics, and adding a mobile view for easier financial data access and analysis.
• Web POS: Set up a workspace to organize apps and reuse packages, improving back-office system management.

Improvements this month concentrated on:

• Shipped Items: Improved data consistency across environments.
• Web Order: Cancelled pre-authenticated VII when order changes occur during checkout to prevent overspending.
• Quick Search: Added a 250ms debounce feature for better performance.
• Referral Program: Developed backend for store onboarding referral data and restarted self-onboarding/admin dashboard projects.
• Cash Up Report: Simplified page layout by removing the previous week’s column.
• Gift Card Payment: Removed the option to select “gift card” for manual payment to streamline the General Ledger.
• Loyalty Redemption: Improved data accuracy by preventing use of ‘Loyalty’ as a reference on invoices.
• P&L: Adjusted interface to display previous month’s data for easier financial analysis.
• Font Awesome: Updated to support new icons, including Twitter ‘X’.
• Checkout Loyalty: Enhanced checkout by dynamically updating loyalty points used in orders.
• Returns: Improved loading speed by displaying only recent data by default on the “Awaiting Credit Notes” page.
• Stock Take Scanner: Increased efficiency by removing unnecessary ‘info’ function.

Housekeeping & Upgrades concentrated primarily on Rails, Depreciate Feature Flags, Customer Orders and Vue 3 Upgrade

System Updates 1 – 31 July 2024

August 15, 2024By Emma VeldeBest Selling Books 2024, System Updates 2024
System Updates 1 – 31 July 2024

In July we worked on:
New Features:

• The General Ledger now includes services to populate and validate basic accounts, improve payment accuracy, support gift card redemptions, and refine invoice translations
• A new filter was added to Best Sellers, allowing users to sort by author
• Additionally, a search endpoint for monthly stock cache was created to enhance the accuracy of profit and loss data

Improvements this month concentrated on:

• Elastic & Elastic Search: Enhanced stock log tracking, reporting, and quantity accuracy
• Sales Report: Refactored for accurate cost-price reporting
• Inbox Category: Ongoing item mapping improvements
• Pre-orders: Improved performance and user experience
• Circle Gift Card: Added pagination for better loading times
• Customer Orders: Developed a more efficient shipping API
• BackOffice: Enhanced community comparison feature
• General Ledger: Simplified ledger process by removing “undrop” feature
• MailGun: Updated email handling for better accuracy

Housekeeping & Upgrades concentrated primarily on Rails, Elastic Search and Vue 3

CirclePOS for Groups and Franchises

July 4, 2024By Warwick SchafferFeature Articles
CirclePOS for Groups and Franchises

Ultimately, all businesses are systems. The quality and the reproducibility of those systems separates the good from the bad. A good group or franchise is, at its core, a good system.

Running a group or franchise is difficult as not only do the stores themselves need to run well, but there needs to be synchronisation and commonality between stores. Centralised information/systems are required; making cloud applications ideal.

A cloud application has the ‘have your cake and eat it’ advantage of being centralised and accessible from anywhere. If you are a multi store operation you should be looking at this kind of architecture.

System Updates 1 – 30 June 2024

July 1, 2024By Emma VeldeSystem Updates 2024
System Updates 1 – 30 June 2024

In June we worked on:
New Features:
• In General Ledger we made significant progress by adding validations for ledger accuracy, implementing tax-exempt handling, and simplifying the process by removing the ability to un-drop payments and invoices.
• In Stock Valuation Cache we created a P&L cache database to track and analyse monthly stock values.

Housekeeping concentrated primarily on Rails, Vue 3 and Deadlocks

Improvements this month concentrated on:
• External Services
• Settings
• Pre orders

System Updates 1 – 31 May 2024

June 11, 2024By Emma VeldeSystem Updates, System Updates 2024
System Updates 1 – 31 May 2024

In May we worked on:
New Features:
• In General Ledger we progressed Layby and tax-exempt items
• The Gmail Mailer was improved and now complies with DMARC rules.
• We have enabled seamless integration and improved product visibility in the Google Merchant feature.

Housekeeping concentrated primarily on Rails and POS. We also addressed Flaky Specs, Feature Flags, Vue 3 and Ruby.

Improvements this month concentrated on:
• Stripe
• Pre Orders
• POS
• Spreadsheet Deals
• MailGun
• GiftCard Load
• SEO & Social Media