FYIT

fySales • A complete customer and sales management solution with integrated point of sale and e-commerce

fySales Version History

Version 1.5.4
01/19/2015

Version 1.5.3
01/01/2015

Updated UI with additional tooltips to make system more intuitive/user friendly
Added a getting started area for new users (with slideshow of advanced features)
Created a "free trial" option for users to try our fully functional production version with no commitment
Other minor UI tweaks and bug fixes

Version 1.5.2
09/15/2014

Version 1.5.1
05/10/2014

Added Ability to add credit card tip on touch screen interface
Added Sort Order on product
Added several new fields to bulk product update (List Price, Sale Price, Sort Order)
Other minor UI tweaks and bug fixes

Version 1.5
Released on 4/28/2014

Version 1.4.7
Released on 01/03/2014

Added the ability to generate custom PDF-prefillable documents from user data (customer, orders, etc.)
Added several different product commission calculations that can be specified
Created a customer activity report (for monitoring sales people)
Enhanced features for payment history/research

Version 1.4.6
Released on 12/08/2013

Added support for processing customer gift cards
Added new type of Kit/Package for ecommerce site for handling price overrides on kit items by category
Added several UI enhancements to the ecommerce site, including full size image view for products

Version 1.4.5
Released on 11/16/2013

Added customer demographic audit logging for all customer fields (with audit view on customer header)
Added the ability to create a new payment from the Reconcile window
Added order item delivery summary and detail information to ecommerce users
Added the ability for Bulk Product updates to help manage the product database
Many other UI tweaks and enhancements to the integrated ecommerce site

Version 1.4.4
Released on 10/22/2013

Added configurable trigger events that automatically attach records to specific workflows
Enhanced rental processing workflow for renewals
Provided a general customer file management utility, with the ability to attach files to orders
Added several miscellaneous ecommerce features and client customizable areas
Added real-time lookup to verify that a new username does not already exist
Added Merchant Summary to quickly display all locations and their merchant status (whether they can accept credit cards or not)

Version 1.4.3
Released on 9/21/2013

Added foreign address support
Added ability to specify quantity on product instances (to support simplified "Lot No" tracking)
Added an order preference (Pickup/Delivery) that can specify to default the delivery address on orders
Added the ability to send welcome e-mails to new users
Added a "Find Amount" tool on the Reconcile Account page to help locate specific payments
Added user customizable order level discounts

Version 1.4.2
Released on 9/6/2013

General Lease/Rental Tracking (optionally integrated with inventory)
Product Instance Rentals, which manages renting specific products to specific customers
Product Instance Tracking, which manages selling specific products to specific customers
Added Customer File Management, which allows clients to upload and attach documents to customers
Added Kit support to the ecommerce site
Updated the system to remember a customers cart on returning visits (without an account)

Version 1.4.1
Released on 8/7/2013

Added help menu, with download links to the user manuals
Added context menus in the admin area to help make navigation within sub-areas easier
Added an option to create a new payee on the fly from the Business Payment entry screen
Tweaked the order header to maximize the order items display area
Added more options when archiving an invoice
Added customer type to import/export
Added the ability to specify partial quantity on order items
Allowed more details about a payment to be editable after (to allow changes on how it's reported)
Added specific settings for font size on generated documents (Invoices, Customer Ledgers and Purchase Orders)

Version 1.4
Released on 7/7/2013

Updated the ecommerce site to allow for integration with existing client websites to feed orders into fySales
Added multiple product kitting options
Added customer tier pricing
Added import/export for product pricing from suppliers
Added the ability to manage/archive saved invoices when using Advanced Invoice Management
Added the ability to update different logos for each generated PDF (Receipt, Invoice, Customer Ledger and Puchase Order)
Created new accounting report, "Profit and Loss Statement"
Created new accounting report, "Balance Sheet"
Added the ability to create multiple "copies" of a product, that all update the same inventory item

Version 1.3.19
Released on 6/16/2013

Added Advanced Invoice Managment
- Retains generated invoices (PDF) in the archive
- Allows users to download, email and manage previously generated invoices in the archive
- Auto-generates a sequential ID for all invoices
- Allows users to enter a custom Invoice Id, Due Date and Notes, all of which will print on the Invoice.
- Allows users to search for customers by invoice status in customer search and accounting search
Added the ability to enter the product quantity from the search popup and dump all products to an order once
Added new exports for Payment and OrderItem
Added alternate identifiers to Customer, Product, Order and Payment that are searchable and also available on the import/export files (used for consisitent mapping to external systems)
Added the ability to edit more fields on historic payments (to correct reporting after the fact)
Added support for CC Tokenization, which allows you to keep cc profiles in fySales that can be used to charge a customer's card (not available on all merchant accounts)