Admin Portal
General
- The Boomer Help/Support button was overlaying some buttons and grids. This has been resolved.
- The Admin login page has a slightly different layout to accommodate a new disclosure warning:
Events
- PDF file names being built using an event name with special characters such as "&" were returning an error. This has been resolved.
- In Campaigns, the dialog options have been rearranged in order to accommodate new filter options have been added that allow you to filter on products ordered or not ordered:
In the above example, the campaign will choose contacts who have ordered standard carpet but have NOT ordered carpet padding. For more information, see the help topic Campaigns.
Note that the status options are still there, but's it is now a drop down and not check boxes!
- If you have many new events to create, use the new Event Import feature to save time. See Importing Events.
Orders
- An order item now has a field called "Admin Note". It is visible only within the order in Admin. As of now, it is also not printed on any report other than the Delivery Export report:
If you would like it to appear on other reports, please reach out to support@tellingstone.com and let us know!
Reports
New Reports
Product Bundles
This report provides a list of all bundles (packages) defined in your system, including the bundles' child items, revenue types and connected suppliers. For details, see the help topic here: Product Bundles.
Shipment Identifier Labels - Avery 5164
This report generates labels that fit on Avery 5164 labels designed as identifying the exhibitor and booth number to which it belongs. An example of the label's content is shown below:
It is accessible from both the main Reports tab as well as within the Shipments grid via the "Run a Report" button. It is only useful if you are using shipments within an event (preferably shipments where the "contents" details are being used since it displays counts of the shipments' contents). BoomerScan customers will find it particularly useful! See the help topic for more information and a sample: Shipment Identifier Labels - Avery 5164.
If you are not a BoomerScan customer and want to learn how it can save you substantial material handling labor expenses, see http://www.boomercommerce.com/docs/BoomerScanPricing2022.pdf.
Payment Export - SaasAnt
This report provides a exportable format that can be used with a third party service called SaasAnt (https://www.saasant.com/). SaasAnt is a tool lets you map Excel files which can then be imported into many different QuickBooks versions. The report generated from Boomer is one of the compatible SaasAnt formats and is the first format we created for a Boomer customer who requested it. You may find after researching SaasAnt you need a different format, and if that is the case, you can reach out to Debbie Leander to request an additional format at dleander@tellingstone.com.
Emerald Carpet Report
For those general service contractors who use Emerald Carpet as a supplier, this report provides details on all carpets ordered for a given event. It is exportable to a format used by Emerald Carpets. The report requires a few minor setup requirements, so if you are interested in using the report, please reach out to support@tellingstone.com. View the help topic here: Emerald Carpet Export.
Bill of Lading Summary
This report returns a summary list of all bills of lading for a given event. See the help topic: Bills of Lading Summary.
Delivery by Date
Similar to the contents of the Delivery grid within an event, this report can be run for a date range and returns all items to be delivered across events between those two dates. For more information, see the help topic here: Delivery by Date.
Changes to Existing Reports
Event Dashboard
The "Balance Due" figure has been broken out into two separate figures: Balance Due (money owed to you) and Refunds Due (money due back to customers).
Product Use
This report has a new attribute called 'Group Product by Attributes". When set to "Yes", products with an attribute will appear on their own line. A good example of this is a 10' Carpet. When set to "No", all 10' Carpets will appear as a single product. When set to "Yes", each carpet color will appear as its own product.
When set to yes:
When set to no:
Billing List, Event Revenue by Exhibitor Including Estimated and Billing List by Department Reports
If an order has as the tax exempt flag checked, an indicator appears next to the exhibitor's name:
Orders by Date
A new group by called "Origin" optionally groups orders by where they originated; either the storefront or in Admin portal.
Freight Manifest
"Small package" shipment type has been added to the drop down list included by default on this report.
Work Orders
Order # and "Location Then Booth" have been added as sort options to the Work Orders report.
Delivery Export
Product Code and Item Admin Note have been added as columns to the Delivery Export report.
Bills of Lading
- The customer merge feature was failing when the losing organization had a bill of lading but there was already a billing of lading in the winning organization. This has been corrected.
Message Queue
- In the email queue, if an entry is related to an email campaign, a link to the event's campaign appears.
Storefront
Passwords
- There is a clearer message regarding password rules when the customer resets a password (for example, whether alphanumeric characters, numbers or special characters are required)