Circle System Updates for November 2022
Work this month included getting the promotions module up and running. This feature is now available in the back office. The first cab off the rank is online discount code promotions (a training video will be released on this when all the parts needed to make it work are delivered),
We continued work on gift cards, it’s now possible to select both vii and circle gift cards in the back office to enable both to be used in the pos and online at the same time. In movers we added a “compact” button/option that hides items that are below the threshold (handy if you are in a hurry) -See test video here drive.google.com/file/d/1hBxWdO
Christmas development freeze – As in previous years new features will not be pushed to prod in the month of December. The only changes in the lead up to Christmas will be essential fixes and improvements. If you need a new feature or improvement you can use beta.
New Features
- Promotions
- Created feature to enable you to create and run promotions. 183539868 The first cab off the rank is online discount code promotions. (This is a fairly extensive feature with a number of stories so will get a vid made for it when completed.)
- Add functionality to calculate the discounted price in the cart for customers after they enter the discount code – 183008257
- A tool to delete promotions 183539918
- This adds a tool to edit promotions 183539887
- The backoffice now has an interface to create online discount code promotions. 183539879 (A training video will be released on this when all the parts needed to make it work are delivered)
- Invoice notes
- Add “Item Notes” to draft invoices to print on finished invoice – 183635659 (This is for all the school and library suppliers out there)
- Added functionality to the cart interface to enable customers to put in a discount code to get a discount. 183008253 This completes this epic, see test video and try it in your store drive.google.com/file/d/1cwJGDF
Improvements
- Group Stats
- Added number of items on order in each shop to the group shop info popup to help with ordering/transfer decisions – 183656731
- APIs
- Added a detailed stock to products endpoint 183529682
- PO Search
- Added supplier name and red truck green truck info to the on order stat pop up in the Purchase Order search result. (It used to be just order # and you had to click to find what it was about) 183646685
- GST labels
- The GST label that goes on invoices is now configurable. 183440249
- Thresholds
- Change the initial threshold value from 1 to the number in the 1st inwards goods job.
- Xero
- Added an option in Settings > External services > Xero to sync summarized invoices i.e. the line items are condensed into one total. -183344424 (This is part one of a two part story so you will be able to try is when the next one come out.)
- Gift Cards
- Make it possible to select both vii and circle gift cards in the back office to enable both to be used in the pos and on line at the same time. – 183215296
- Circle gift cards sold on account now show in statements and associated gift card invoices can be paid -182813375
- Allow multiple load transactions for a gift card – 183512983 (Were initially told this would never be needed but it turns out it is for refunds 🙂
- Movers
- Added a “compact” button/option to movers that hides items that are below the threshold (handy if you are in a hurry) – 183135870 For more info see test video here drive.google.com/file/d/1hBxWdO
- Performance
- Add an index to the stock log table to make it work faster 183814138
- Bin Shipping
- Auto-print bin slip and “Invoice & Ship” when the final item in an order is scanned. -183646727 See test video: drive.google.com/file/d/1WiDFUo
- Automate a retry when orders submitted via the binning process fail due to an exception. 183614539
- Groups & Associations
- This delivers a new system that is faster and more accurate when it comes to calculating total available stock in groups and associations and sorting it -183457977
- Improved how we update and cache stock information to make getting it faster and more accurate. -183691152
- Customers
- Created a script that support can use to mark customers that have not purchased anything for 5 years as dropped. This speeds up things like accounts. 182231272 (if you would like to clean up your accounts prop the support team a line)
- Best Sellers
- Added available stock, C/O/S, and group stock to Bestsellers to improve this reports usefulness as an ordering tool – 183135942
Infrastructure
- Group/assn portals
- The number of stock level changes is so great in these sites that we have had to give them their own processing queue 🙂 – 183716098
Upgrades
- Upgrade – R6
- Fixed helper tests 183772472
- Fixed unhandled VCR Errors in tests and Fixed API tests. – 18303468, 183697599
- Ensure the Gibbon gem works, fixed the error in POS on R6 – 181027674, 183034873
- Sys Admin – Server config
- Increased CPU and decreased memory limits to improve performance. 183615567
- Group & Assn Sites – moved jobs needed to keep stock up to date to their own queue due to the volume. – 183587010
See www.twitter.com/circlesupport for all changes including bug fixes.
Some of the things we are currently working on:
- Rails 6 Upgrade
- Circle Gift Card
- Xero Integration Improvements
- Movers Upgrade
- Bug Fixes