It’s been a busy time here at Zoey, with a number of updates happening. If you haven’t seen our Customer Relationship Management (CRM) release announcement, that’s a great place to start, and a great indicator of our continued and upcoming investments in the platform.

But that’s not all we’ve been working on. Some helpful new features and enhancements have been released recently as well, so let’s take a look at some of the other key Zoey updates for March and April, 2023:

Net Terms Discount and Late Fee Options

We’ve made a significant enhancement to our existing Net Terms functionality to add an important layer that supports your Accounts Receivables team. Now when establishing terms for a customer, you can also set an option that offers a discount on an Invoice if they pay within a set number of days.

For example, you could establish a Net 30 terms for a customer, but offer them a percentage discount off an Invoice if they pay within, say, 10 days. Along with other aspects of Zoey’s Billing offerings that can remind customers of upcoming payment due dates, this can help encourage payment ahead of a due date.

A second option also allows you to append a late fee when a due date is missed, creating incentive for on-time payments on Net Terms Invoice.

Together, these provide powerful new tools that should further help simplify Accounts Receivable efforts by reducing the amount of human intervention required to collect payments on Net Terms Invoices.

As part of this rollout, updates were made to import/export tools, the Account Grid, Account View, and our REST APIs to reflect this new functionality.

Enhancements to Order Billing and Invoices

Aside from the Net Terms-specific capabilities, we’ve also made a couple of important improvements to our Order Billing and Invoices capabilities.

New Invoices can have values for Shipping, Discounts, Tax and Surcharges set to any value, regardless of what was on the original order, to allow for real time changes that may impact the order.

An order can also have multiple unpaid Bills, which are each given their own IDs, similar to how our process work when, for example, doing multiple Shipments on an Order.

These changes are part of a larger refresh of aspects of our Order management capabilities that we are reviewing and performing. Keep an eye out for more to come in the future!

Data Management Improvements

• Our REST API now allows attachments to be retrieved when requesting order data through the GET endpoint.
• The Product List Attribute column limit has been increased to allow for more complex attribute data.
• API changes made to elements like price are now reflected in the Audit Log.
• The ability to Import and Export Group Prices has been added to the Account Dashboard.
• A new Bulk Action has been added to the Order List that allows exporting of an Order’s Comment History.
• New validation has been added to support adding a Ship To Address without a matching Location. By default, it will now auto-assign a Ship To Address to a new Location to avoid failures when importing a new Account.
• A new Bulk Action allows you to send email invites from the Account List screen.
• A Quotes sub-tab has been added to the Sales tab of both the Account and Contact grids.
• The Data Mapper now supports an HTTPS connection type.
• When creating an Account from a Customer, there is now the ability to link the Customer’s existing data, including Orders, Quotes and Addresses, to the new Account.
• When the Data Mapper emails data to a recipient, that action is now logged in the Audit Log.
• The Shipment Import Data Mapper can now be flagged to Auto Invoice items.
• Updates when creating a new Contact address now includes auto-population of basic data such as first/last name and phone number, as well as a redirect to the Contact view upon creation.

Front-End Updates

• When free items are added onto an order, the quantity can be reduced if a customer chooses to not accept the item(s). Previously there was also a way to also increase the quantity, but that can now be disabled.
• The checkout order item summary can now display the SKU.
• Sellers can choose to not have individual products clickable on the table view, when they want to present variations for adding to cart in that format but not support individual product pages for each variation.
• You can now establish the order Product Attributes display in the Shopping Cart and Order Summary views.
• A setting allows an item added to the Cart to automatically be adjusted down to the maximum quantity available if the amount requested is less than the amount listed as in stock.

Other Zoey Updates

• To go along with the existing functionality that allows role assignments for who can cancel an order, you can now assign who has permission to edit an order.
• You can now decide if a discount rule can only be activated when building orders in the Admin, as opposed to it also being available to those customers ordering directly through the order portal or website.
• Tax classes can now be assigned to an Account.