Exhibitors
- Dashes are now supported in booth numbers and will properly sort along with slashes and commas.
Orders
- When copying an order, the user will be prompted as to whether to copy the originating order's discounts, notes and attachments.
- Merge two orders together. For details, see the help topic Merge Orders.
- When copying an order, if a product is flagged in the new event as not being published in either admin or on the storefront, the product is not included in the copy.
- Remove multiple items from an order at once from the Order Items grid by selecting several items with the check box and then clicking Delete Selected Items. See the help topic for detailed steps: Order Items Grid.
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When an order is copied on the storefront side, products that are flagged as being published in Admin only will not be included in the copy.
Products
- A product's code is included in the products grid when defining a bundle.
Shipments
- The Carrier and Forwarding Carrier fields on the shipment form have been changed to a "Starts With" search while the user is typing as opposed to a "Contains". This will hopefully reduce the number of inaccurate carrier entries from occurring.
Reports
Changes to Existing Report
- Minor formatting changes to the Processed Payments report (reducing font size to fit more per page).
- In order to improve performance, the Accounts Receivable/Payable report defaults to not filtering by multiple events. The user may either run it without any event filter or with a single event filter.
- Starting Event Start Date and Ending Event Start Date filters have been added to the Deposits report.
- Event filter has been removed from the Splits by Event Venue report.
- "Include Bundle Parents" parameter has been added to the Booth Check List and Pull List reports.
- The Revenue by State report has been renamed to Revenue by Venue. In addition, a new option to group by either State and Venue or Venue only is available.
- The Exhibitor Notes and Attachments may be filtered on note keywords.
- The "Print" options have been consolidated on the Invoice - Show Management with a new Print Options parameter. In addition, the ability to suppress printing sub totals has been added.
- Invoice - Show Management (Deposit) report prints discounts.
- Payments by Event and Revenue Type and Payments by Event By Day allow filtering by event dates.
- Customize the list of materials on the labor work order to support rigging, forklift and other labor types. If you are interested in customizing your labor materials on your work order, please contact Debbie Leander.
New Reports
To view an example of one of the new reports below, click on its link.
- The Splits and Splits Detail Reports have been replaced with two new reports: Splits For an Event and Splits by Date.
- Order Revenue by Department report
- Orders by Date report
General
- A customer will appear during a search from the main "Customers" tab even if he/she is not connected to an event.
- A new HTML page is available under Store Configuration\Look and Feel\Messages called Social Media. Telling Stone can help you set up any social media links you have and want to reference in an email, event description or storefront description.