Release Notes

Release Note 4.11

Release Note 4.10

Release Note 4.9

Release Note 4.8

Release Note 4.7

Release Note 4.11

Release 4.11 2022-07-25

Platform Features :

Multiple promotional rule can be added. Admin can also change the priority of these rules. Unlike earlier Promotional rules can be added based on different geographic locations.
Admin can assign multiple customers under a particular sales user through the Assign Sales User option in the customer management module.
Reassigning customers from one sales user to another sales user as and when required.
A new field named “Remark” has been added in the Generate QR code section. Admin can enter here necessary details (if any).

Updated :

Added export option in Stock Allocation.
A few more Customer details fields are added like Marital Status and Alternate Mobile Number.
Customer Group removed in QR Code Activation through File.
In case of a customer’s incomplete profile, the Tenant can now reject KYC if needed.
The added limit under Verify Note field in Verify KYC.
Minor Bug fixes.

Mobile Features :

Invoice no. field added in the Add purchase receipt section. This will be an optional field.
Added State, City, and Postal Code fields in the customer registration interface.
The delete account option is added in the application for customers to delete their accounts.

Release Note 4.10

Release 4.10 2022-06-24

Platform Features :
Under the KYC Section, a new document type has been added named “Cancel Cheque”.
Enterprise name & GST number these 2 fields have been added under the Initiate Redemption & Inprogress Redemption Module. the same fields are also updated in the respective export files.
Admin can now search a customer using their mobile number in all the search sections.
The validation is set on the mobile number while creating a customer.
Under the customer invoice master, a new column has been added named “Invoice amount”. An attachment column has been added to download the invoice.
Bulk KYC attachment download in the admin panel.

Mobile Features :
The success message upon QR code scanning has been updated. The message now includes points earned and total points.
Under the Edit profile, the basic details, and address details sections are separated from the KYC details section. Now customers can add & update their profile details.
KYC module removed from the navigation bar,now KYC status is displayed in the header section.
Initially, at the time of registration, the mobile number was not checked for its authenticity. Now, only genuine mobile numbers will be registered to the platform.

Release Note 4.9

Release 4.9 2022-06-03

Platform Features :
The tenant has the option to select a KYC document from multiple options to give flexibility to his customer If tenant KYC service is enabled.
A tenant can configure the KYC document based on customer category and also choose a particular document mandatory for a particular group or not.
A tenant can approve customer KYC based on customer multiple documents and also can verify documents from the customer KYC view page.
While creating a customer tenant/sales user can assign the customer under a sales user.

Mobile Features :
The customer can select the customer KYC document as selected by a tenant and should upload a mandatory document.
If KYC is approved then the customer can not update the KYC document and can see the uploaded document.
Resolve OTP autofill issue.
Make changes for location-based product rule.

Release Note 4.8

Release 4.8 2022-05-20

Platform Features :
Now QR Code Can be Generated For Multiple Customer Groups.
Dashboard: Widgets updated with Load Data button, So Admin can Load Only chart which is needed.
Added Bank account holder name detail in the BankDetail page.
When users sign up, we want to show only professional-based groups, not other groups – To enable this feature we have added a checkbox in the customer group section, for all those customer groups this checkbox is checked andwill be shown on Sign-up Page in the Application.

Updated :
Customer Name And Customer Membership ID is Separated into two columns. For Initiate Redemption, Progress Redemption, and Import Redemption Page.
Import Redemption section added status field in the grid.
Removed Covid Section From Login Page.
Message changes.
Minor bug fixes.

Release Note 4.7

Release 4.7 2022-03-24

Platform Features :
Point Expiry: Tenants can now opt for the point validity feature while their profile creation. This feature will allow the admin to set no. of days post which the points earned by the customers will be expired.
Decimal value: Admin can now set loyalty rates in decimals. This feature is implemented both in the configuration group and setting.
Sales user web portal login: Once the sales users’ profile is created in the admin panel, they can log in using their login credentials to their respective web portals and can manage their data. Currently, all the basic functionalities are implemented in the portal.
Hard Gift: Admin can create hard gifts based on customer groups.
Summary Report: The monthly Report of Summary is sent to email ids set by the admin.

Solution