Printavo updates
Printavo updates
www.printavo.com

Automation error reasons added to the Quote/Invoice History

 

Improvement

  

Automations have been updated to ensure that a failed automation does not stop other automations from running.

Automation error reasons are now being added to the Order History and the account Activity page so a user can take action to correct the error.

New Automation error history records:

  • Approval request email not sent - To: field does not contain any valid emails
  • Approval request text not sent - To: field does not contain any valid phone numbers
  • Payment request email not sent - To: field does not contain any valid emails
  • Payment request text not sent - To: field does not contain any valid phone numbers
  • Email not sent - To: field does not contain any valid emails
  • Text not sent - To: field does not contain any valid phone numbers
  • Automation unsuccessful: Validation failed - Payment request must be greater than or equal to 2.00
  • Automation unsuccessful: No outstanding balance
  • Automation unsuccessful: Unknown error
  • Automation unsuccessful: No payment processor set up
  • Automation unsuccessful: {Approval Name} Approval already approved

Bug Fixes and Improvements

 

Improvement

  
  • Updated the S&S catalog product lookup for more accurate pricing
  • Fixed an issue that tracking urls were not referenced on Purchase Orders

Bug Fixes and Improvements

 

Improvement

  
  • Fixed a validation that would cause a Merch Store to fail creation when the product description exceeded 254 characters
  • Fixed a limit that would not show the full order history
  • Improved the SanMar catalog importer to flag discontinued products from being shown
  • Fixed a bug that prevented production file images from rendering a preview while editing a quote/invoice

Bug Fixes and Improvements

 

Improvement

  
  • Removed the i icon for pricing information when printing a quote/invoice
  • Added a validation so a only a successfully created Merch store can be turned Live
  • Added a validation so a Payment Term's Days can not be updated once added to a Quote/Invoice to prevent an invalid quote/invoice
  • Allow for the same Merch product Item # across multiple Merch stores but not the same Merch store
  • Fixed a bug when setting the Invoice Seed and the next quote/invoice Invoice #

Bug Fixes and Improvements

 

Improvement

  
  • Fixed a bug on Merch that would stop a price update from saving
  • Updated Merch store to not be visible if still Pending a successful store generation
  • Updated the Email customer their public profile to be from the customer owner's email and not the account owner's email

Updated Mockup Image Rendering

 

Improvement

  

Mockups/Images have been updated to a new modal that allows for zooming in and downloading on the Quote/Invoice and public quote/invoice view.

Screen Recording 2021-10-18 at 08.56 AM.gif

New Quote/Invoice History Activities

 

Improvement

  

In order to increase transparency to who did what when on a Quote/Invoice, new activities have been added to the History as well as the Account Activity page.

  • Activity that was triggered by an automation now have a via automation label with a tooltip of the automation name.

Image 2021-10-18 at 8.16.06 AM.png

  • Increased transparency to who received the email. If the customer's email is in the To: field of an email then it will say sent to the customer otherwise a list of the emails in the To: field such as in an automation email.

Image 2021-10-18 at 8.20.38 AM.png

  • Declined approvals now show an email modal for the reason as well as who declined it when.

Image 2021-10-18 at 8.15.02 AM.png

Updated Account Activity Page

 

Improvement

  

The Account Activity page has been updated to show a paginated chronological list of all recorded actions across Quotes, Invoices, Payments, Approvals and POs that mirrors what is displayed on each Quote/Invoice/Purchase Order History.

Clicking the Bell Icon in the top navbar will render the Account Activity page.

Image 2021-10-18 at 8.09.37 AM.png

To see more activity simply click the Next button to begin paginating through the account activity.

New Activity Tracked

  • Who and when a Quote/Invoice was deleted.

Image 2021-10-18 at 8.14.21 AM.png

  • Who and when a PO was deleted, created or changed.

Image 2021-10-18 at 8.39.23 AM.png

Allow for setting default visibility of the Markup % column

 

Improvement

 

 

Not every shop needs the Markup % to be visible on every Line Item Group and/or sometimes the custom product has the markup built into the price so overriding the Markup % is unnecessary.

Super Admin users can now set the Markup % column to be hidden instead of visible by default on a new Line Item Group in My Account > Customize Your Line Items.

Unchecking/checking default visibility does NOT effect existing Line Item Groups.

Image 2021-10-03 at 8.41.44 PM.png

Show/Hide per Line Item Group Just like the other size option columns the Markup % can be checked to show/hide per Line Item Group.

Image 2021-10-03 at 8.43.47 PM.png

Dragging a Line Item with a custom Markup % value will render the column visible on a Line Item Group that has a default hidden Markup % column and an Imprint with a Pricing Matrix applied.

Allow for $0.00 or greater Merch Product Price

 

Improvement

 

 

Previously Merch products required a minimum price of at least $1.00 but this was limiting for items such as stickers, promo products, or company store products which would require the customer to use a 100% coupon to checkout for free when the company is being invoiced for all of the Merch Orders.

$0.00 or greater is now allowed for Merch product prices when generating a Merch store from a Quote/Invoice or manually adding/editing a product in Merch.

Image 2021-10-03 at 8.26.56 PM.png