Platform feature update completed on February 27th, 2025
February 27, 2025
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Platform

1. 💳 AIO Pay - Manual Payment

Say Goodbye to Physical Terminals!

You can now enter credit card details manually when adding a payment—no need for a physical terminal. Here's what’s changing:

✅ Manual card entry is built right into AIO Pay - Phone Payment.

✅ A cleaner interface—bye-bye, Terminal Name field!

✅ Smart security with Adyen checkout components to prevent fraud.

✅ Card fields stay hidden until an amount is entered (because logic matters).

✅ A 3.5% fee applies for keyed-in cards, keeping things aligned with pricing.

✅ PCI compliance? Of course! We’ve got your security covered.

2. 📦 Inventory Overhaul: Split "On Order" into Two Clear Filters

Less Confusion, More Clarity!

Tracking inventory just got easier! We've broken down the vague "On Order" column into two new filters to help you see exactly what's happening.

  • 🔹 Available On Order – Stock that’s on its way but can still be reserved.
  • 🔹 Reserved On Order – Stock that’s incoming but already spoken for.

No more guessing what’s available—just better inventory visibility for your team. 🎯

3. 📊 New Filter Alert: "Source" on the Income Statement Page!

Finding the right data just got easier! We've added a "Source" filter to the Income Statement page so you can quickly see where your revenue is coming from.

🔎 How it works:

✅ A new "Source" dropdown filter now lives in the filter bar.

✅ Choose from two options:

  • 🏪 POS – View only in-store transactions.
  • 🛒 eCommerce – See online sales data.

✅ By default, it shows "All Sources" (so you still get the full picture).

Now you can analyze your income like a pro—whether it’s from the sales floor or online! 🚀

4. 🔽 Select Action Popups: Now Minimizable!

Tired of popups getting in the way? We got you! Now, you can minimize action popups instead of closing them completely.

✨ What’s New?

✅ Minimize popups with a click—keep them out of the way while you work.

✅ Quickly reopen them when you’re ready—no need to start over.

✅ Smoother workflow, fewer interruptions!

Enjoy a cleaner, more flexible experience while managing your tasks. 🚀

5. 📅 Purchase Orders: Sort 'Needed By' Dates with Ease!

🎉 New Feature Alert: Sorting Made Simple!

We're excited to introduce a new feature that will make managing your purchase orders a breeze! Say goodbye to the hassle of manually prioritizing orders.

🚀 What's New?

✅ Sorting Icon Added: We've added a nifty sorting icon to the "Needed By" column header. It's just like the one you love on the Inventory page!

✅ Toggle Sorting: Now, you can easily toggle between ascending and descending order. Whether you want to see the most urgent orders first or last, it's just a click away!

✅ Default View: Don't worry, your default view remains unchanged until you decide to activate the sorting feature.

6. 📝 Exciting Updates to Our Quotes/Orders System!

🚀 What's New?

We're making note-taking effortless and crystal clear:

✅ More Specific Notes Information!

  • 🟢 Customer Note: "Invisible to delivery teams."
  • 🟠 Delivery Note: "Essential for delivery communication, visible to all."
  • 🔵 Internal Note: "Hidden from customers and delivery teams."
  • 🟣 Line Item Note: "Visible to all and printed on invoices."

✅ New Line Item Note Type!

  • Model Selection: Pick a model before saving your note for precision.
  • Model # Bubble: Your notes now pop up with a stylish "model # bubble" in the main notes section.
  • PDF Magic: Line item notes will appear just like they did in the older system—no surprises!

7. 📝 Better Sales Tax Reports Are Here!

We’ve made tracking and analyzing your sales tax data easier than ever:

✅ Sticky Headers for Effortless Scrolling!

Never lose sight of column titles again—headers stay visible as you scroll horizontally.

✅ Sort Any Column in a Click!

Find what you need faster! Click any column header to sort by amount, date, or category.

✅ Smoother Row Tracking!

We’ve improved row visibility while scrolling, making data comparisons a breeze.

Now, researching tax details is faster, clearer, and way less frustrating. Enjoy the upgrade! 🚀