Update 6.2.0

Welcome to the October 2019 release of features. We hope you like the latest updates in this version, the highlights are as follows:

New release

New improvements

  • Raised the limitation on transaction to enable use of item attributes and add-ons simultaneously
  • Improved styling on new transaction “Pay” page geared for transactions with large number of items
  • Customer pricebook was not applied when searchid used to find the customer
  • Disallow changing the price when original price is zero
  • Item Wholesale price on the transaction export
  • Park transactions without transaction details

New fixes

  • Fixed discrepancy in production reports when dollar amount discount used
  • Fixed the issue with displaying amount based surcharge or discounts applied to the entire transaction
  • Fixed the issue with opening customer transactions page from transaction history when using pinned fields

Brand new due date time picker on the cart page for faster date/time selection

In version 6.2.0, we have added a Date Picker so adding a due date and time becomes faster.

Here is a guide on how to use the new Date Picker:

  1. On the “Pay” page, choose a due date for the transaction.
  2. After choosing the due date, click on due time to select the time the transaction will be due.
  3. Choose which time of the day your transaction will be due. Please note that the highlighted times are based on the business hours of the store.
  4. Choose the specific time your transaction will be due.

Daily Summary shows upon selecting the due date & time to avoid overbooking days

Now, after selecting the due date and time, a daily summary will show. This will help avoid overbookings.

To understand the daily summary:

  • Working = List of working staff on the selected date.
  • Total = Total number of hours and minutes that staff working on the selected date.
  • This Transaction = Total turnaround time (to do the job) for the current transaction.
  • Total to do = Total turnaround time (hours:minutes) for all transactions due on the selected date (and not done).
  • Remaining = “Total” minus “Total to do” (remaining workable hours/minutes) for the selected date.
  • Status = Informs you of the status of the day:
    Normal: You can book on the day without exceeding your production capacity.
    Do not book: If you book this transaction on the selected date, you will exceed your capacity.
    Overbooked: The selected date has already exceeded the production capacity.

ExtraData on customer import is now enabled

Extra (or Additional) data can now be included when importing customers from .CSV files.

Here is a guide on how to import customers with Extra Data:

  1. Navigate to Settings > Extra Data.
  2. Click on the Plus button to add an Extra Data field.
  3. Enter the required information.
    • Name = Name of the extra field.
    • Target = Choose if it will be used for Contacts or Transactions.
    • Type = Choose if the data is a Text or “Select / combo”.
      • Default Value (for Text) = If you want the extra field to have a value by default.
      • Add Option (for Select / combo)= Click the “Plus” button to add each Option Value for your “Select / combo” box.
  4. Confirm the Extra Data by clicking on the Check button.
  5. Navigate to Settings > Registers.
  6. Choose your Register and click the Pen button to Edit.
  7. Scroll down until you read “Extra Data”.
  8. Click on the Plus button for Extra Data and choose which Extra Data field you want to be registered to your Store.
  9. Navigate to Settings > Import > Import from .CSV file.
  10. Click on Import Customers.
  11. For easier uploading, please download the format by clicking on the link above the “Choose file” button.
  12. Open the .CSV file that will be downloaded.
  13. Add a new column to the table using the format “Ext#” where # is your Extra Data Field number identifier. (i.e. Ext1, Ext2, Ext3).
  14. Save the .CSV file.
  15. Upload it through the “Choose file” button.
  16. Geelus will ask you which Extra Data Field you want to match the Extra Data columns you added in the .CSV file. Choose which you desire.
  17. Click on Upload Contacts.

Export all items (products and services) to excel and csv format

With this new version, you can now export all your products and services to excel and csv format.

Please see the guide below on how to do it:

  1. Navigate to Settings > Items.
  2. Click on the Download button showing on the top right corner of the screen.
  3. Choose whether to download it as an Excel file or .CSV file.
  4. The file will be downloaded to your computer.

Refunds are now defined by the items being refunded. This prevents users from manually editing the refund amount

Please see the guide below on how to do it:

  1. Open the transaction to be refunded by using the search bar or through the Transaction History.
  2. Click on the 3-dot-menu and choose Refund/Return.
  3. You will be brought to the Transaction’s page.
  4. Click on the Pen button to edit out any items and/or sub items that are not to be refunded.
  5. Alternatively, you can click on the Trash Bin button to quickly remove any items that are not to be refunded.
  6. Click Pay.
  7. To confirm the Refund, click on the payment method the refund will be processed with.
  8. To finalize the Refund, click on the check button on the top right portion of the page.

Ability to remove transaction list filters directly

Version 6.2.0 now allows you to remove transaction list filters directly.

Decimal numbers for surcharge/discounts

This new version now allows decimal numbers to be used for discounts and surcharges.

Please see the guide below on how to do it:

  1. Upon adding items to the transaction, you can click on the Pen button for each item to add or change discounts/surcharges.
  2. You can also apply the discount/surcharge to the entire transaction by clicking the “Pen” button for the discount/surcharge part of the transaction summary.