What's New in April 2017

APPOINTMENT BOOK AND POS

  • Easily identify and mark a service as redo+more
    Previously, marking a service as a redo service required you to select the service provider who performed the initial service. Now, instead of selecting the service provider, you can select the service that needs to be redone from a list of closed invoices of past services booked by the guest. Simply select the redo service and enter the Price for Redo (the price used for calculating the service revenue of the redo service for revenue reversal).
    Read help article

    Zenoti reverses the initial service provider's commission based on Center level setting (% of Service revenue to be deducted from commission). Note that Zenoti reverses this commission only in the first instance of a redo service. That is, if a guest requests for a service to be redone a second time, the commission awarded to the service provider who performed the service the second time, is not reversed.
    Read help article

INVENTORY

  • Raise purchase orders at the organization level+more

    You can now raise purchase orders created at different centers of your organization from the organization level. Simply click the new Raise button available on the Purchase Order page (Inventory > Procurements > Orders > Select a Report > Select a purchase order).
    However, you must have the required permissions to raise purchase orders.
    Read help article
  • Add separate invoice numbers for partially delivered purchase orders+more

    You can now add separate invoice numbers to each partial delivery instance of a purchase order. You can also specify whether the invoice is paid for each partial delivery instance. You can then track this information in the List of Orders by Products report, which now has columns: Invoice and Is Paid

    A new List of Orders by Partials report also includes the Invoice and Is Paid columns. You can use this report to review information of partially delivered purchase and transfer orders. Read help article
  • Email raised purchase orders to vendors+more
    You can now email a PDF version of a raised purchase order to the vendor by clicking the new Email to Vendor button, available on the Purchase Order page. You can use the Email/Text Admin settings to configure a template for the email.

    When you click the Email to Vendor button, Zenoti automatically refers to the vendor’s email address configured on the Vendor page. If no email address is configured yet, clicking the button displays a dialog box that lets you specify the email address. The email address that you specify here is automatically updated on the Vendor page.

    The Purchase Order page also displays a message listing all the deliveries of the email.
    Read help article

MARKETING

  • Apply discount campaigns to the most expensive item on an invoice+more

    Previously, Zenoti applied a campaign discount to the least expensive item by default. You can now change the default setting to apply the discount campaign to the most expensive item on an invoice automatically.
    Read help article

 EMPLOYEES

  • Control award of no-show or canceled commissions+more
    The new center level setting, Don’t give commission if cancelation fee/no show fee collected is zero, allows you to control award of commissions on no-show and canceled invoices based on the amount collected as the no-show or cancelation fee. If the no-show or cancelation fee collected is zero, and the checkboxes Don’t give commission if cancelation fee/no show fee collected is zero are selected, then the employee does not receive a no-show or cancelation commission.
    Read help article
  • Award commissions for each partial payment of a series package+more
    Until now, employees earned commissions on Series Packages only after all installments were paid and the invoice was closed. Now, using the new Award sales commission to employee with each payment for a series package organization level setting, you can choose to award commissions to employees each time the guest pays an installment. This way, employees do not have to wait for a long duration (typically a few months) before they earn commission on the sale of the Series Package.
    Note: If the guest purchases other items such as services, products, or memberships as part of the same invoice, then Zenoti processes the commission for these other items only when the respective invoices are closed.
    Read help article
  • Download hourly data for the Employee Utilization report+more
    A new Download Hourly Data button is now available in Zenoti to download hourly data in the Employee Utilization (Operational) Report. You can use this hourly data to gain insights into employee utilization for a particular hour of a particular day of the week (for instance, 14:00-15:00 hours on Mondays).
    Read help article

ADMINISTRATION

  • Support for single sign-on+more
    Zenoti now supports integration with Okta (a third-party Identity Management provider) to provide single sign-on (SSO).
    After you integrate Zenoti with Okta, Okta establishes a secure connection with a user's browser and then provides authentication that allows your users to use only one set of credentials to access various applications including Zenoti.
    Read help article

MINOR ENHANCEMENTS AND BUG FIXES

  • Partially paid invoices
    Zenoti’s
    Lock Financial Data setting allows you to lock down financial data before a selected date (such as May 20) or data of a rolling date range such as last 4 days.
    Until now, you could not edit a partially paid invoice created before a financial lock date. Zenoti now allows adding or deleting new payments from a partially paid invoice after the financial lock date. Any payments added before the financial lock date cannot be deleted. You can also add sale items to the invoice in the Point of Sale window.
  • Custom Data forms
    You can now control access to view or edit Custom Data forms for employees with a particular job using the new tab called Forms (at the Employee-Job level). Zenoti now also honors organization level Custom Data Form permissions and Form level permissions in the Service History pop-up (from the Appointment Book’s Appointment Info panel). This means, if an employee does not have permissions to view or edit a Custom Data form, Zenoti does not display the form in the Guest Details page.
    Read help article
  • Inventory
    • The List of Orders by Products report now includes a new Product Code column that lists the product codes.
    • Purchase orders now include the vendor product part numbers as specified while associating products with vendors. Part numbers help vendors easily identify products included in purchase orders. Read help article
    • Also, the List of Orders by Products report now has a new column to display the part numbers.
    • Purchase orders now also include the billing address of the recipient center.
  • Prepaid cards
    Previously, prepaid card reports were not available to a center that stopped selling prepaid cards and disabled the Allow pre-paid card sale in POS setting (Admin > Organizations > Centers > Center Name > Settings). With this release, you can view all reports for previously sold prepaid cards even if the Allow pre-paid card sale in POS setting is disabled.

Read our April Upgrade blog post here.

Have more questions? Submit a request

Comments