Version 1.3 is a direct response to your feature requests. All of the enhancements and new features added in this version were a direct result of the outstanding feedback I’ve received from shops using BridalLive. In this blog post, I’ll outline some of the more notable new features.
Improved Order Tracking/Management
In version 1.2, in order to be able to see the status of a customer order, you had to open the customer’s Sales Order and click “Associated POs”. We’ve improved this in version 1.3, by adding the PO #, Est. Ship Date, and Qty Received to the contact’s purchase history tab. These new fields are available for each sales order line item listed in the purchase history. Also, you can now jump directly to the Inventory Item, Sales Order, or Purchase Order right from the from the line item!
Additionally, we’ve added the ability open the contact tab directly from the Purchase Order. For each line item on the PO, we’ve added a new icon that will open the contact’s tab. Also, we’ve added the ability to copy the Contact’s name and event date to the notes field on the PO. Simply select “Copy contact information to PO” when you are creating the PO and voila!
From the POS side, you can now enter notes for each line item and track which items have been taken home on a Sales Order. Also, for those of you who require a certain deposit percent for Sales Order (i.e. 50% down), you can now specify this percentage under Administration > POS > Default Deposit Percent.
Receipts got an upgrade as well. With version 1.3 you can now print your logo and any line item notes. To add your logo, simply go to Administration > POS > Print Logo on Receipt.
Improved Appointment Options
In version 1.2 appointments were either “Pending” or “Completed”. With version 1.3 we’ve now introduced the concept of “Re-Booked”, “No show”, and “Canceled”. Using the accompanying report titled “Appointment Status Count By Month”, you can now track how many appointment were not completed and why. With this feature, you will now have the ability to measure improvements made in Pre-Sales communication with the bride.
Also, the Quick Appointment now has a notes field where you can enter notes specific to that appointment without having to open the appointment.
Improved Inventory Management
In version 1.2, every item was unique by short description, size and color. As a result, new items for the same style were added to the inventory every time a different size or color was sold. While some prefer this technique, we added to option to manually specify color and size on the Sale and Sales Order without new items being added to the item list.
To make things even easier, we’ve added to concept of Color Groups and Size Groups that can be added to Vendors. When these color and size groups are linked to the inventory item, the color and size fields on the Sale/Sales Order use these available options. Moreover, this feature establishes a foundation needed to be able to suggest sizing based on the contact’s measurements.
For a complete listing of new features and improvements, please reference the release notes.
How to get the new version
Updating is free and simple and takes less than 30 seconds. On each computer running BridalLive, follow these 3 steps:
- Open the Administration Module
- Click “Program Settings” in the left navigation menu
- Click “Check For Updates” and accept the updates.
As always, if you have any questions/suggestions, please contact me.
Helping you thrive,