Improvements to Order Manager
The majority of new features for this release can be found in the Order Manager panel.
New advanced search
The Order Manager panel now includes a new, significantly more powerful way of searching for orders. The old familiar search criteria panel is still there when all you want is to quickly look up an address, but when you want to dig deeper into your order database with specific criteria, you can enable the new Advanced Filtering option and choose from a wide range of flexible search conditions.
Save your searches
See that star button in the screenshot above? Whenever you want to keep an advanced search that you've made, you can use this menu to save your searches to easily use them again at a later date. You can store as many as you like, and they are saved to your user account so they'll always be available no matter where you are.
Manipulate all search results at once
When you right-click on an order in the search results, there are a number of actions that you can perform on that order. You can also select multiple orders from one page at once and perform the same action on the whole selection. But what if there are many pages of results? Now, any actions that can be performed on the entire result set are listed under the new 'All Results' button.
Print search results
A new 'Print' button has been added which produces printed output of all search results
Performance Enhancements
Many performance enhancements have been made in this release, but most notably all order list views, including the order search, now load significantly faster and are more responsive.
New Customer Website Functionality
The standard Vantage customer website has received a substantial upgrade, with a selection of new features available. All Vecsoft customers using our standard website template can activate any or all of these features at any time.
Customer accounts
Your customers are now given multiple opportunities to save their address, phone number and other details to their own customer account. They can then log in later and quickly and easily choose past details to save entering them every time they order, making the ordering process quicker and simpler.
What's more, customers can use their account reference when ordering over the phone, in-store, or on our mobile clients, not just online. Customer accounts open up many new possibilities in building better relationships with your customers.
Proof of age entry
Underage customers attempting to purchase alcohol and cigarettes online, only to be refused when the delivery is made or they come to the shop to collect, wastes both their time and your time. Avoid this by requiring customers to enter details of ID that they have before placing an order.
Order tracking
After placing an order, customers can now track its status on the website. The status is updated automatically as you process the order, so there's no need for staff do anything. Having order progress trackable online can reduce time wasted on needless calls from customers calling to check up on their orders.
Stock counts
There's a new user permission to control who can see currently stock levels. When a user without this permission takes a stock count, they will be unable to see the expected stock levels; this makes counts more reliable by removing the possibility of simply copying the expected number.
Store locking
Every time a store is 'locked' or 'unlocked' for receiving new orders, the action is now logged to an audit trail. Tooltips have also been added to the lock indicators in the status bar which show the specific lock details, and which user locked the store.