Release Notes 25.12
Updates
- The Sales Reporting page has been enhanced to incorporate additional data points. Users can now also select from predefined time ranges, such as week-to-date and month-to-date, for more efficient reporting.
Release Notes 25.11
Updates
- Shippo label printing is now an option for retailers on new Sales
- The Reports menu has been changed to Reporting to better reflect the pages it contains
- Improvements have been made to the layout of the Sales Reporting page for easier viewing.
- Action history has been move out of Reporting and has been moved to the Settings menu.
Bug Fixes
- The ability to select multiple sales is once again an option in the Sales list
Release Notes 25.10
Updates
- When you select one or more sales from the Sales list and click the Print button, a print dialog will open, enabling you to print the selected sales directly without the need to download them first.
- A "Special order" filter can now be applied to the sales list to easily identify orders with special orders and view their status.
- A scroll bar has been added to each page of the Sales list to more easily see data without crowding when on a smaller screen.
- Users can now right-click on an order in the Sales list to conveniently open it in a new tab.
- A cash register session can now be started only by a user with access to Payment Settings.
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Sorting functionality has been added to the Sales list in mobile & tablet. The new, condensed design reduces scrolling, making it quicker and easier to find the sorting option.
Release 25.09
Bug Fixes
- For retailers using only Workstand POS, reports are once again accessible to them.
- For retailers using only Workstand POS, purchase orders can now be printed
- The customer name is once again displaying in the work order list
Updates
- When a consumer enters their email address during the first step of the checkout process but does not complete their purchase, they will receive a reminder email suggesting that they revisit their cart one hour after entering their email.
Release 25.08
Bug Fixes
- Stand-alone Workstand point of sale users are now able to access the Refund and Return Policies page
- When a thermal receipt printer is selected for a Register in Hardware Settings the print preview for a sale or workorder now accurately shows the print format.
Release 25.07
Bug Fixes
- Several updates were made for new Checkout so that the price of a purchased product cannot be altered by a consumer.
- In a New Sale and Work Order, when a new customer is attached after the removal of a previously linked customer, the system will now overwrite the existing contact information with that of the new customer.
- When creating a work order, the consumer is no longer sent an email when the work order is created.
- When creating a customer during a new sale or work order, the system now accurately associates the customer, even if they are not already in the merchant's customer list.
- You can once again choose to create a Purchase order directly from the Special Orders list.
Updates
- Point of Sale uses creating transactions on a mobile device will now see if the Stripe terminal is connected after the Summary card since that visual relates to the take payment functionality.
- To more easily see that the system is processing when a product, custom product, or service is added to a new or existing sale or work order, there is now a 'spinner' on the Add button.
- When uploading a customer list, phone numbers will now have non-numeric characters removed.
- For consumers paying with Klarna, their order confirmation email now states Payment: Klarna, rather than Payment: Financing.
- In a new sale the option to 'Email as Cart' has been moved the the More Actions drop-down above the payment information.
Release 25.06
Bug Fixes
- Consumers placing an online order can once again lookup order details from their order confirmation email.
Release 25.05
Bug Fixes
- For retailers using Stripe for in-store transactions, the terminal should remain connected when switching between a sale and a work order.
Updates
- When creating a new customer, you are now able to use emails in the aliased format. Example: username+alias@gmail.com.
- When an order is marked ready for pickup, the consumer will now get an email with date and time information as entered in order details.
- For retailers using Workstand POS and a hosted website with us, the product link next to the image now takes you to the product on their website in a new tab.
- For retailers using Workstand POS only, the product link next to the image now takes you to the edit product screen in a new tab if the product is in your inventory.
- When creating products using the bulk upload tool the status email now includes a direct link to product categorization.
Release 25.04
Bug Fixes
- It is once again possible to navigate directly to the Customer list from any part of the Admin.
- For retailers using new Sales, consumers who have places an order will now use the new consumer portal order lookup to view their order status.
Updates
- All retailers have been migrated to a new Notifications page
- When uploading a new customer list, an error report that includes customer first and last name will be generated if there are errors.
- You may now delete an individual customer record
Release 25.03
Updates
- In a work order, you may now add a quantity to a service item. For example, tire installation, qty 2. If hours/minutes are associated with the service, then the total of the quantities will be displayed.
- After completion of an in-store sale, or for retailers using new sales,, the item quantity can now be adjusted to help a customer who wants to change their order.
- You may now edit customer information present in the Customers list
- You may now search by phone number in the Customers list.
Bug Fixes
- When uploading a new customer list blank fields will now be left blank instead of showing a 'null' value.
Release 25.02
Updates
- When you navigate back to the Customer list after viewing a customer, any filters previously set will remain intact.
- For retailers using new Checkout, the Order confirmation emails will now use the information on the Notifications page.
Bug Fixes
- For retailers using Sales or Work orders, products were temporarily not displaying. This has been corrected.
- The Notifications page now displays correctly after a page refresh.
Release 25.01
Updates
- When uploading a customer list the system will no longer allow duplicate email addresses.
- When creating a customer in a sale, now a minimum of one field is required; any of first name, last name, email address or phone number.
- When creating a customer in a work order either an email or a phone number is required.
- For Workstand POS retailers utilizing Conversations, the feature is now accessible in Sales as well as Work Orders.
- The Conversations window is also larger now, opening up to an easier-to-read sidebar.
Bug Fixes
- When creating a new customer on a sale or work order, it now automatically creates a permanent customer record
- It is once again possible to upload a logo specifically for use in Checkout.