Opmetrix Version 8.5 Release Notes

More new features to help faster sales in the field

Opmetrix Service Desk avatar
Written by Opmetrix Service Desk
Updated over a week ago

Opmetrix 8.5 includes a variety of new features and improvements for the field team focused around selling easier and faster in the field.

Image Catalogue

The image catalogue screen now includes a handy quantity entry field. Use the +/- buttons to increase/decrease the quantity purchased, or tap directly on the field to pop up a number pad.

Screen Recording 2022-02-16 at 09.32.12 AM

Multi Photo Support

If products have multiple images, simply swipe left and right to view images for that SKU. If a product has more than one image, left and right grey arrows show either side of the image indicating you can swipe.

Screen Recording 2022-02-16 at 09.39.03 AM

Product Matrix

The Product Matrix in Opmetrix is an easy way to separate and organise a product list, enabling selling in ranges, sizes or styles.

For example if you sell a range of a product (eg eyewear) select a frame and see the available prescription strengths ranging from A to F. Customers often buy a range of the same item and this is a fast and convenient way to sell.

Screen Recording 2022-02-16 at 09.46.24 AM

For more information on how to setup a Product Matrix and example of how it can be used, please read the Product Matrix article.

Dynamic Number Pad

A new floating number pad has replaced the older side panel number pad. Click on a field to instantly pop up the number pad and enter a value. Use the up and down arrows to move to the next item.

Tip : Collapse the side panel ( tap the ☰ icon in bottom left) to give a wide screen with more information. You don't need the side panel with the new dynamic number pad.

Screen Recording 2022-02-16 at 09.52.15 AM

New Header Note Entry on Subtotal Screen

A larger note entry box has been added that creates a header note for a transaction. The header note can be mapped for most Integration ERPs.

Note : the note entry per product line is still available too.

Screen Recording 2022-02-16 at 10.00.31 AM

Other Change, Fixes and Improvements

Survey Module

  • Surveys can now have up to 10 conditional questions (prev max was 4)

  • When printing surveys, the column headings will display on every page,

Prospects Module

  • Easier to migrate prospects data to live customers

Retail Execution Module

  • Targeting Retail Execution v2 checks now has multi-select/bulk-select option

  • Retail Execution v2 reports will hide columns that weren't part of a filtered check

  • Retail Execution v2 can use the standard/imported products list in checks

  • New setting for compulsory photo capture for Retail Execution v2 checks

  • Retail Execution v2 product category product filters are cascading

  • Bulk-importing products into Retail Execution v2 will now remove duplicate product lines

CRM Module

  • Calling Cards have a new Filter for 'eCommerce Generated' "contact me" types

  • Geocoder system automatically updated Map position when change of address

Sales Module

  • Promo sales quantity now matches the quantity multiplier for "whole cartons only"

  • Barcode scanning "alternative product found" popup has images

  • New setting to hide the 'Note' field in sales product popup

eCommerce Changes

  • Quantities can now have decimals

  • eCommerce follows the App setting to prevent Zero Priced Sales

  • Delivery dates can not be set prior to today

  • Previously used product sort order is remembered

  • The Unit selector dropdown now hides prices if the "Show Prices" eCommerce setting is off

HQ Fixes

  • When using User Maintenance to delete eCommerce logins, all data about that user is cleared instead of just their login

  • The "Source" filter now works in the Payment Logs report

App Fixes

  • Sales kitset picker now shows with barcode scanning disabled

  • Multi-user call cycle filter picker no longer shows special characters

  • Multiple units of measure system now works correctly on the Showcase view

  • Objectives have a % progress bar that doesn't go over 100%

  • Smartphone App can now see the 'Documents' link in objectives

  • New setting to disable Safe In Store Pass

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