New Features and Improvements May 2016:

 

Quotes

You now have the ability to print and E-mail quotes for your customers.

Set Up:

1 On the Management Screen go to Customers and click “Quotes.”

2 In the upper right corner click on the “Quote Settings” button.

Options:

Quote Expiration Date- fill in how many days the customer has before the quote expires.

Users can change quote expiration date- this gives the ability for an employee to extend the expiration date of the quote.

Lock quote to the original user- this will give the credit or commission of the sale to the employee who first gave the quote.

Quote Disclaimer- make sure your customer has a clear understanding of your store policies on quotes. 

Available in Locations – check off the locations which you would like the Quotes feature to be active.

 

Sales Screen:

1 Add products to the shopping cart. At the bottom of the screen click on “Quotes.”

2 Now select “New” and sign in.

3 Add the customer to the Quote, then Print or Email.

 

Redeem:

1 When the customer returns to purchase the items, click on “Quotes” again and choose “Open.”

2 Either scan the barcode or enter the Quote number then press “Enter.”

3 From here you may edit the information if needed and click “Add to Cart.” Then complete the sale as normal.

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Inventory History

Now you will have a record of what your Inventory looked like on past dates.

1 On the Management Screen go to Inventory and click “History.”

2 In the upper right corner click “Settings.”

Choose if you want the history to be logged daily or weekly. After this the system will take a snapshot of your inventory.

 

3 Choose the date of the report you would like to see and click “Open.”

Each log may be printed or exported to Excel.

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New Nova Alerts

We have added even more Nova Alerts to keep you  in the know about what’s happening at your business in real time.

• Inventory Count was not done for  X  amount of time
• Every Check In/ Check Out
• When an Employee’s hours have been changed

1 On the Management Screen, go to Locations and Settings, then click Edit Location.

2 At the top of the screen choose the Extra Features tab. Then click on Nova Alerts.

3 Scroll through the page to find the new Alerts.

• Receive an alert when an inventory count has not been submitted for X amount of days.

• Receive an alert every time an Employee Clocks in or Out.

• Receive an alert when an Employee’s hours have been changed in User Report

 

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Add Minutes to First Clock In/Last Clock Out of the Day

Pay your store Opener and Closer for the extra time they spend opening and closing the location before and after they clock in/out each day.

1 From the Management Screen open Location Settings. Then choose the Location Preferences tab.

2 Scroll down to the Users section.

3 Check off either or both of the boxes and enter the amount of extra minutes to pay the first and last employee of the day.

 

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More Improvements:

• Update Only Filtered Items in Inventory:

When updating the Inventory, use the search bar to filter the list for specific products.  Then when using the “Add/Remove All” button in the top right corner of the page, only the selected products will be updated.

Tip: On the Sales or Management Screen choose Inventory> Update Inventory

• View Users from All Regions: 

With proper access to User Settings you may now view Users from All Regions regardless of which Region is selected at the top of the screen.

Tip: On the Management Screen choose Users> Settings