Changes to Tradevine
Release Date: Sunday 30 Sept 2012 9:00am
Post pay sales orders
It is now possible to also ship your sales orders without waiting for payment.
When the Payment Terms on the sales order are set to anything other than immediate, then you will be able to ship without payment. The payment terms will default to immediate for all your Trade Me and Shopify sales. Otherwise, the payment term will be derived from your customer record each time a sales order is created. When the payment term is not set to immediate, then the payment due date will be set once you ship the order and it will be based on the payment term duration. For example, if the order was created on the 7th with a payment duration of 14 days and shipped on the 10th, then the payment due date would be the 24th.
Option to include or exclude the SHIP product from your reporting metrics
You can now configure your reporting metrics to exclude or include the default SHIP product. This will also affect some of the Dashboard values.
The checkbox setting can be found on the Trade Settings screen. By default this is set to include the SHIP product.
Cancelled sales orders excluded from reporting metrics
Cancelled sales orders are no longer included in the sales and products reporting metrics.
We now support Chrome iOS, which is used on devices like iPad and iPhone. So you should be able to login and do whatever you need to do using a Chrome iOS device.
There are a few limitations to using Tradevine on a Chrome iOS device:
- DYMO printing will not work.
- Barcode scanning is not currently possible.
- Importing files will not work.
- Downloading PDFs will not work.
Turn Inventory Tracking on or off at any time
You can now turn Inventory Tracking on or off whenever you like. The only restriction is that inventory tracking can only be turned off providing the products SOH (stock on hand) is zero. You may need to first do an inventory adjustment in this case.
Manually create bulk Trade Me listings
It is now possible to create multiple manual listings. From the Trade Me Listing Rules product view select the checkbox to the left of each product listing rule in the list and then select the Create Listings button. You will then be given the option to set the duration and end time for all the listings.
New Cancelled status for sales orders
We have introduced an additional sales order status called Cancelled.
The distinction between Completed with Cancellations and Cancelled is that Completed with Cancellations is used if any part of the order was shipped.
Sales Order List changes
We have made a few small changes to the Sales Orders List screen.
- An icon showing which selling channel the sales order originated from is now displayed in a new column called Type.
- The Customer Name column now shows both the customer name and the username for Trade Me sales orders.
- Now able to filter search the Sales Orders List by partial matches on a customer name.
- Now able to filter search the Sales Orders List by selling channel Type.
- Now able to filter search the Sales Orders List by Total sales order value.
New Shipments report
A new Shipments Report has been added, which details all your shipments and products.
Alternate Product Code added to the Inventory reports
The Alternate Product Code has been added to the Inventory reports.
Alternate Product Code added to the Stocktake search
You can now search the Stocktake screen for products with an Alternate Product Code.
Printing any combination of Shipment documents now updates the shipment status to Awaiting Pack
Now when you auto print or reprint any combination of your shipment documents and labels for shipments which have an existing status of Awaiting Print, then the shipment status will be automatically updated to Awaiting Pack. This also includes the combination of opting to not print any documents or labels.
Customer phone numbers added to Invoice type A
Invoice type A now includes the customers phone and mobile numbers on the Shipping Address panel.
Trade Me listing failures label replaced
We have revamped the way we let you know that some of your Trade Me products have failed to list. Previously if a product failed to list, we would label the product. Since it is now possible to have multiple listing rules for a product, we now flag the specific listing rule for the product, which failed to list.
The Dashboard link and its counter are unchanged, so you can still use the link to quickly find the products which have failed to list. The Trade Me Listing Rule product view filter now includes the option to search by Has Listing Failure.
The Trade Me Listing Failure label has been replaced with a Listing Failure checkbox on the products listing rule. The checkbox is only enabled when there is a failure. The checkbox is automatically cleared when a new listing is created.
Hyperlink to manually created Trade Me listing
Now when you manually create a solitary Trade Me listing the pop-down confirmation includes a hyperlink to the actual listing in Trade Me.
Product Name instead of Listing Title when submitting automatic feedback
The Product placeholder tag on Automatic Feedback now displays the product name instead of the listing title.
Ability to add line notes, public notes and private notes to any status of sales order
Now you can add or edit the line notes, public notes and private notes of a sales order, at any stage including completed or cancelled.
Unsaved Line Notes on a sales order now prompted to be saved when exiting
Line Notes on a sales order are only saved when the sales order is saved. Now if you add or edit your Line Notes and these have not yet been saved when exiting, a prompt will be displayed, which reminds you that you have unsaved changes.
Option to oversell your Shopify products
A new Allow overselling checkbox has been added to your Shopify product settings. This allows you to configure the products you are happy to oversell on.
If you are importing then you will need to add the Shopify Allow Overselling field to your import file.
Xero hyperlink to product inventory journals
If you are integrated with Xero, it is now possible to link directly to a products inventory journal in Xero, by selecting the link for the inventory transaction under the Transaction Type column.
Warning prompt when marking the sales order as paid before updating Xero
If you are integrated with Xero and opt to mark your sales order as paid before it has been marked as paid in Xero, we will now display a warning prompt.
Quick find customers by their email addresses
When adding customers to a sales order, the customer search now allows you to find existing customers based on partial matches of their email addresses.
We have modified the way page sizes work when viewing lists like your products and sales orders etc.
Each time you change the page view count to either 10, 20 or 50 items at a time, the new count will be used as a default for any other lists you visit. The last used page view count will also be remembered each time you log in.
We have made a few cosmetic changes to the product importing screens to help clarify what each type of importing does. As well as, to help let you know that importing is also a way of updating your products in bulk.
Importing Products changes
If you import or re-import your products then you may be interested in the following changes:
Fields which have changed:
- Shopify Allow Overselling – (Shopify).
For more explicit information refer to the Import Fields Help page.
Key Bug Fixes
- Customer phone numbers are now updated from sold Trade Me listings.
- Purchase Order receipt – highlighting rows as marked is now working again.
- A webpage error was unexpectedly encountered when importing Xero contacts.
- Existing product category attributes were cleared out in error when importing without mapping the category attributes fields.
- The re-importing of Trade Me products with multiple selling quantities was failing when importing from an exported file.
We almost completed Bank Reconciliation in time for this release, so this will now be in the next release. Along with the following key features:
- Bulk shipping complete
- Importing sales orders from file
All of these improvements are based on customer feedback. We are planning to release further improvements on a regular basis. Your feedback is vital to ensuring that we’re working on the most important things first. If you have any suggestions, then check out our suggestions page where you can also vote. Otherwise, feel free to drop us a line at firstname.lastname@example.org with your feedback.