February System Updates – at a Glance

New Features

  • Mobile POS Enhancements: New payment interface for better checkout management.
  • Faster Payments: API updates and improved Stripe reader transactions.
  • Barcode Scanning: Use your mobile camera to scan products in POS.

 Key Improvements

  • Reports & Financials: More intuitive Profit & Loss expense entry and better tracking of returns.
  • Stock & Inventory: Cleaner stock export CSV and automatic deal expiration settings.
  • Portal & Website: New “Go to Store” button for a unified purchasing experience.

New Features

Mobile POS Enhancements

  • Feb 25: We introduced a payment interface that simplifies payment management, allowing users to select, modify, or remove only valid and registered payment types. This enhances the overall checkout experience. (#188861566)
  • Feb 18: A new API for staff was added to streamline POS payments, along with improvements to Stripe reader transactions for faster and smoother payment processing. (#188829728 #188845900)
  • Feb 4: Users can now scan barcodes using their mobile camera in Mobile/Web POS, making it easier to search for products and add items to transactions. (#188264420)

Improvements

Reports & Financials

  • Feb 25: The Profit & Loss report expense input field now automatically saves values when users press “Enter” or click outside the field, ensuring a more seamless experience. (#188883279)
  • Feb 18: Returns are now listed as a sub-value under “Purchases” in financial reports, improving visibility into distributor and customer returns. (#187615786)
  • Feb 4: The Profit & Loss report now includes purchases in its calculations, allowing for more accurate profit tracking. (#188483252)

Stock & Inventory

  • Feb 25: The stock CSV export now omits unnecessary columns like “Approval” and “On Order” to provide a more relevant dataset. (#188759893)
  • Feb 18: When uploading deals, the selected end date now defaults to 11:59 PM, reducing accidental expiration issues. (#188710579)
  • Feb 11: We now prevent invoiced order items from having their tax rates changed, ensuring tax consistency. (#188634638)

Portal & Website Improvements

  • Feb 25: A “Go to Store” button was added for associations, ensuring a unified purchasing experience when the “Replace Action Buttons” setting is enabled. (#188625152)
  • Feb 18: UTM tracking was added to the “System by Circle” footer link to better differentiate actual user activity from bot traffic in Google Analytics. (#188811584)

Upgrades & Optimizations

  • Feb 25: We upgraded our environment for better system stability, security, and software compatibility. (#188772109)
  • Feb 25: Worker pods were optimized to reduce unnecessary resource usage and ensure high-priority jobs aren’t delayed. (#188881875)
  • Feb 11: The site product update action has been optimized, reducing peak database locks from 17 seconds, improving system performance. (#188662192)
  • Feb 4: Progress was made in updating to Rails 8.0, ensuring smooth transitions, fixing tests, and maintaining file upload functionality. (#188809703 #188772199)

See www.x.com/circlesupport for all changes including bug fixes.


Some of the things we are currently working on:

      • Rails 8
      • Vue 3 Upgrade
      • Deals
      • General Ledger
      • Bug Fixes

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