Deleting a Status will now Re-assign Quotes/Invoices to a New Status

Previously when a Shop would want to delete a Status they would have to search and manually update each Quote/Invoice to the New Status before they could delete it which was not an efficient use of time and difficult to do.

In order to delete a Status it must not be:

  1. Part of an Automation

  2. The default status of a Merch store order invoice

  3. A status that syncs with Quickbooks

  4. Sending a Status Change Notification

An alert will render with any reasons why a Status can not be deleted with links to go and update the current Status being used.

Example:

After going to My Account > Customize Invoice Statuses and clicking the X to delete the Ready for Production status an alert modal renders informing that there are 4 reasons why the status can not be deleted.

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Once the Ready for Production status is valid to have it's Quotes/Invoices re-assigned the alert will let the shop know how many Quotes/Invoices will be re-assigned to the Status that the Shop selects.

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Clicking Submit will re-assign the Quotes/Invoices to the selected Status and delete the current Status.

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Merch Continue Shopping button updates

In order to make it easier for Customers find Merch Products, a Continue Shopping button has been added to the product search results page and the empty cart page Continue Shopping button now links to the Merch Store's home page.

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Add Google Address Autocomplete to Shop Address

In order to speed up new account setup and accuracy, Google Address Autocomplete has been added to My Account > Shop Information.

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Add Instagram Profile Link to Emails and Merch Stores

In order to help shops build their brand on Instagram, an Admin can now add an Instagram profile url and just like Facebook and Twitter it will render the Instagram icon on emails and in the footer of a Merch Store.

Just add an Instagram profile url in My Account > Shop Information:

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Email example:

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Merch Store footer:

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Add the Preset Task List Name to associated Tasks

If a Task was assigned from a Preset Task List then the Preset Task Name will now render to add more context on the Invoice's Tasks and on the Task tab.

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Edit a Preset Task List Name

Instead of having to delete a whole Preset Task List in order to edit the name, now you can just click the name and edit the name like you can for Tasks.

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Shipping Edits and Fulfillment Email added to a Merch Order's History

In order to better track edits to a Merch Order's Shipping, any shipping address and shipping rate changes will now display the previous and edited version as well as who changed it and when it happened.

Example:

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When a fulfillment email is sent is now also tracked in the Merch Order's History as well.

Example:

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Create quotes via Zapier with all available sizes

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Every size that's available when creating a quote in Printavo, is now available when creating an order in Zapier.

Zapier extras:

Edit a Merch Order's Size/Color/Personalization

In order to better handle Customer order errors in Merch, a Merch Order's Size, Color and/or Personalization can now be edited if the Merch Order is Unfulfilled and not attached to an Invoice.

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Clicking the Edit button will render a modal with all currently available sizes and colors of the Product for the Shop to update.

Personalizations can also be updated in case a User misspells.

Note: The customer will not be charged/refunded for any pricing differences.

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Who edited what product from "old" to "new" and when is also recorded in the Merch Order's History for greater transparency.

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Add Preset Task Groups to the API

In order to better support the use of Preset Task Groups across more integrations, a new /preset_task_groups endpoint has been added to the Printavo API.

This new endpoint allows the ability to:

  • Add/Update/Destroy Preset Task Groups
  • Add/Update/Destroy Tasks in a Task Group
  • Apply a Preset Task Group to a Quote/Invoice

In addition to this new endpoint Task have been improved to allow for more filtering:

  • completed
  • assigned_user_id
  • included_orderstatus_ids

More information can be found at https://printavo.docs.apiary.io/#reference/preset-task-groups.