Help Menu Revamp

The internal Edge Help Menu has been completely revamped so that when you access the Help Menu, the methods for accessing the menu remain unchanged, you will not only see the most relevant article appear first, but you'll also see any available tutorial videos, webinars, as well as additional articles of other Edge Features that are related to your originally searched topic. Unsure if you have missed an exciting new feature or software enhancement? In addition to how-to documentation and tutorials, you can also see all the release notes for Edge Feature and Hotfix releases in one convenient location by clicking the Release Notes button.

Reply To Email for Notifications

A new field for Repy To email address has been added for Email Notifications. This allows you to manually update the reply to email address to another email address, such as a specific Repairs department email if for Repair notifications, as opposed to the default email set as your Notification email under Administrative > Email Settings > Notifications.

QuickBooks Mapping Report

A Report/Print button has been added under Admin > QB > Setup Integration that will display a report of your store's QuickBooks mapping.

Notes

With the Notes feature expanding to other features in Edge, we have added a new Notes report that allows you to generate a report of notes with a variety of filters such as Associate, Type, Note Text, and more.

Scrap/Missing Multiple Items on Item List

The ability to set multiple items as Scrap/Missing was added to the Supervisor menu from Item list.

Check Tender Detail

The Checks Tender Detail Report allows you to do exactly that, generate a Tender Detail report that displays transactions matching your selected check types. Using the Payment Types drop-down, you can select up to 5 check types to include in this report.

Nickname Field

The Customer Nicknames feature was developed to allow for adding Nicknames to a Customer Record. This allows you to enter a customer’s preferred name, or Nickname, while still entering a customer’s legal name in the First Name field.

Camera Control Revamp

Camera Controls found throughout Edge have been updated to a more user-friendly interface with all controls now being together on one screen. This update also expands Edge compatible cameras to include more Windows-based cameras. These controls also work with the new GemView camera.

PTO Visual Update

The PTO list has been updated to be editable, including colors, to make it easier to distinguish one PTO type from another on the Calendar.

Customer Data Export Update

A "Last Purchase Date" column was added to data export of a Customer List.

Joined Items

The Sold W/ Returns Report now includes Joined Items.

Joined Items on Merchandise Tab

The Customer Merchandise tab now includes Joined Items, not just the items that make up a joined item.

Search Added to Customer Activity

A Search bar was added to the top of the Customer Activity screen allowing you to search by Sale #, Service #, Service Type, and Description.

Incentive Report Category Grouper

A Category Grouper was added to the Incentive Report.

Mass Delete Wishlist Items

Multiple Wishlist Items can now be deleted at once.

Commission Report Shows Joined Parts

The Commission Report now shows Joined Parts, instead of Joined Items.

Need By Field

A Needed By field has been added to Special Orders.

Manual Tax Override

A new "Manual Tax Override" option has been added under Administrative > Sales Tax that allows you to manually add your own Tax Definitions, as well as edit or delete existing Tax Definitions.

Commission Report

A "Do Not Show Service Profit" checkbox was added to the Commission report.

Voided Sales Amount

The voided sales Amount was added to the Voided Sales report.

Overview Report Shows Joined Parts

The Overview Report now shows Joined Parts, instead of Joined Items.

TaxJar

Paying your state taxes has never been easier with the addition of the TaxJar report. Found by going to Reports > Activity > TaxJar, the TaxJar report was developed to assist in exporting your Sales Tax in a format designed specifically for use with TaxJar so you can upload your export into TaxJar, verify you are in compliance with your taxes, then pay your correct state taxes with confidence as a result.

Stones Find Update

Stones Find has been updated to include an "Ident" field that allows you to search by Stone indentification.

Copy From Stones

When adding a new stone, you now have the ability to copy details from other stones using the Copy From button. This opens the Stone Picker window allowing you to locate your desired stone.

Change Vendor Style Pop-Up

A pop-up was added when changing the vendor style of an Item that will ask if you'd like to change all instances.

Vendor Import

A new Vendor Import wizard was added under Inventory > Vendors > Vendor Import. A useful tool when looking to import a list of new Vendors into the Edge at once, especially helpful for new Edge users, you can import your vendor list in one of 3 approved import file types (CSV, JSON, XML) and then step through the remaining wizard screens to map your Vendor list appropriately for importing. Please note, only NEW Vendors will be imported. Duplicated Vendor IDs will be excluded from your import.

Store Filter Lockdown

With the new System Option, Lock Store on Find Screen, you now have the ability to control whether your Associates can access the Store filter on Customer, Item, and Service Find screens. This is set to Allow by default but you have the option to Not Allow access or set it to Ask Permission upon access, prompting them to enter their ID and Password.

Inter-Store Transfer

Multi-store RFID customers can now use RFID for Inter-store Transfers.

ETA and Need By for Special Orders and Appraisals

You can now see a Special Order and Appraisal's ETA and Need By dates on the Calendar.

New Customer with Sale

An option was added to Dashboards that allows you to now track newly added customers with a transaction attached.

Customer Acquisition

A new pie chart was added to Dashboards allowing you to track customers by acquisition. This is currently ONLY available as a pie chart.

Associate Schedule

A new List View tile was added to Dashboards allowing associates to view their schedules.

Open to Buy Item Filter

An Item Filter was added to the Open to Buy feature. Previously there had not been an option to search for items.

Spouse Field Removed

The Spouse field was changed to Last Notified, meaning you can now see that the customer was notified and how they were notified on the Calendar.

Trade-Ins Added to Customer Filter

A box was added to the bottom of the Amt Spent tab on the Customer filter allowing you to search by items a customer has traded in.

Tender Type Added to Customer Filter

A box was added to the Amt Spent tab on the Customer filter allowing you to search by Tender Type.

$10k Customer Warning

A pop-up warning was added to POS warning you that a customer has spent $10,000 in cash within the last 365 days at your store.

Sort by Vendor Style when Printing Tags

The ability to sort by Vendor Style # has been added to the Print Tags feature.

Joined Items Suggestion Copies Item Description

When joining items at POS, when you click the paper icon it will add a description to the Joined Item based off the item description. Previously it would use the Category for a description.

Job Filter Update

The Job filter was expanded to include the ability to search by Cost and Price.

Job Due Date Detailed Report Added Groupers

The Due Date Detailed report was expanded to include Group By options such as location, jeweler, intake associate, and more.