Add Sender to Failed Messages and Notifications

In order to keep everyone on the same page and shorten the feedback loop, the Printavo User who sent the message or triggered the Status Change Notification, aka the Sender, will now be included on the email that is sent to the Invoice Owner when it fails.

Verify Address in Merch

In order to improve Merch Order deliverability, a Customer now has the opportunity to Verify Shipping Address.

If a suggested address is available then it will be recommended to the Customer but if the Customer knows their address is correct then they can select it and continue on through the checkout process.

A Customer can also choose to edit their address to then have it re-verified.

Image 2020-07-22 at 7.31.54 AM.png

If the Customer's address matches the Suggested Address or if their are no suggested address changes then the Customer will skip the Verify step and move on the Delivery step if a Shipping Rate can be offered.

Prioritize Shipping Address in Merch

In order to place more emphasis on deliverability, Shipping address is now the first address as part of the Merch checkout process when a Customer selects to have their order Shipped.

Also in order to ensure the correct shipping rate is offered, the Customer needs to select if their address is a Home or a Business.

Image 2020-07-22 at 7.24.18 AM.png

When a Customer selects to Pickup their order then Shipping Address is hidden and only the Billing Address needs to be completed.

Image 2020-07-22 at 7.28.18 AM.png

Various Improvements and Bug Fixes

In order to ensure Printavo uptime and reliability we updated and improved:

  • Sorting Statuses on the Quotes page
  • Date and Time improvements
  • Other Bugs

Updated API Attributes

In an effort to improve and simplify the data a Shop can leverage in the Printavo API, we have added the following:

Users

Users Index and Users Show now include the Timezone from the User's Printavo Account through the tz_time_zone attribute.

Example: "tz_time_zone": "Australia/Melbourne"

Orders

Orders Index and Order Show now include the attributes of formatted_invoice_date, formatted_customer_due_date and formatted_payment_due_date in the payload for easier updating.

Examples:

  • "formatted_invoice_date": "08/15/2014"
  • "formatted_customer_due_date": "08/15/2014"
  • "formatted_payment_due_date": "09/15/2014"

Order Create and Order Update now accept DateTimes in ISO8601 format via the due_date attribute. This allows for more accurate appearance of the Order on Calendar v2.

Example: "due_date": "2014-11-11T10:00:00-05:00"

Reference the Printavo API docs for further information.

Redesigned Quotes Page

In Printavo there are many Statuses that are part of the Quoting process for a Shop.

Now when a Shop goes to Quotes you will see the Total Opportunity dollar amount associated with each filterable Quote Status of the Quote Pipeline allowing for quicker Quote and Sales followups.

All Statuses that are of type Quote are no longer visible/filterable on the Invoices page.

Screen Recording 2020-06-22 at 05.50 PM.gif

Each Status is clickable filter for drilling down into the Quotes in that Status.

Filters can also be applied based on only Quote Statuses and Tags.

Screen Recording 2020-06-22 at 05.56 PM.gif

Columns can also be sorted by clicking on the column headers. Production Due Date has been replaced by Customer Due Date, Total is the value of Quote and we have added a new column of Owner for follow-up or sales pipeline.

Delivery Method on Orders

In order to ensure Customers and the Shop knows how the products are to be delivered to the Customer, a Shop can now create their own custom Delivery Methods that will be an option for a Shop to select when creating a Quote or editing an Invoice.

How to select a Delivery Method

If a shop has any active Delivery Methods, then a Delivery Method dropdown will render. A Shop can then select a Delivery Method or delete it per Quote/Invoice.

Screen Recording 2020-06-22 at 05.00 PM.gif

How to Create Delivery Methods

Go to My Account > Invoice Information to create, edit or archive a Delivery Method

Screen Recording 2020-06-22 at 05.07 PM.gif

Deliver Method will render on the Quote/Invoice Overview page, Public Url, Work Order, Packing Slip and as a column in the Orders Export CSV.

Just like with Terms, archiving a Delivery Method will not remove it from an existing Quote or Invoice.

Send Status Change Notifications to Invoice Owner + Customer Email

Status Change Notifications now have 4 new shortcodes to be used for dynamic content.

  1. [customer-email-address]
  2. [customer-phone-number]
  3. [invoice-owner-email]
  4. [invoice-owner-phone-number]

send ___ an email Status Change Notification can now accept the [customer-email-address] and/or [invoice-owner-email] shortcodes.

Image 2020-06-22 at 4.04.16 PM.png

send ___ a text message Status Change Notification can also now accept either [customer-phone-number] or [invoice-owner-phone-number] shortcodes.

Image 2020-06-22 at 4.06.20 PM.png

Edit Message Signature

Fixed an issue where the Message Signature was hidden from the User.

A Printavo User can go to My Account > Messaging to Edit their Message Signature.

Image 2020-06-22 at 3.55.06 PM.png

Owner Name and Owner Email added to Customer Export CSV

Owner Name and Owner Email have been added to the Customer Export CSV for better Shop filtering and data transparency.