We’re excited to roll out version 1.2 packed with powerful enhancements across Order Management, CRM, Billing, Shipping, and more. This update brings smoother workflows, smarter insights, and AI-powered tools designed to help you work faster and smarter. Explore what’s new and improved below.
📦 Order Management
- Cash Refund Implementation: Enables partial/full cash refunds by creating negative transactions, updating order status as “Partially Refunded” or “Refunded”.
🏷 Inventory Management
- Auto-generate SKU: Allows 12-digit auto-generated SKU in Add/Edit Inventory with variant SKU support.
📬 Shipping & Address
- Add/Edit Shipping Address Enhancements: Updated UI with “Enter Company Name” field, optional, and consistent placeholder text.
- Shipping Label UI Update: Improved recipient autofill, structured input, USPS ZIP code lookup, Shippo validator, and a Recommended Address feature.
- Shipment Preview Enhancement: Displays shipment details in the preview popup.
💬 Communications
- Call Module Enhancements: Active call highlighting, expanded call metrics (total, missed, duration), and call scripts management.
📊 Reports & Analytics
- EOD Reports Update: Customer tab updated to consider only paid order data for metrics like Top Customers and Profit Margin.
🔗 Link QBO
- QBO Sync Enhancement: Two-way sync with historical data option for invoices, customers, taxes, and discounts.
💳 Billing & Payments
- Invoice & Payment Enhancements: New invoice format with detailed breakdowns, payment tracking, and downloadable account statements.
🏢 CRM & Customer Management
- Customer/Lead Profile: Multiple shipping addresses support with accordion-style UI and default address selection.
🤖 AI Implementation
- AI-Powered Content Creation: Integrated “Generate with AI” feature in modules such as rewards, promotions, campaigns, email/SMS, and agreements.
- Learn More Enhancements: Hyperlinked “Learn More” sections in campaign setups with detailed explanations.
📞 Call Features
- Call Popups & Actions: Simplified call initiation popups, option to add note, and new functionalities like Hold, Mute, and Transfer during ongoing calls.
📈 Deals & Pipelines
- Pipeline Conversion Analytics: Added metrics for conversion rates by deal size/value, comprehensive deal tracking, and forecast revenue analytics.
✅ Final Word
We’re continuing our commitment to deliver meaningful improvements that enhance your day-to-day operations. Your feedback drives our progress—so keep it coming! We’re already working on the next set of features, and we can’t wait to show you what’s next.
🎯 Try these features now and let us know what you think.
📩 Need help? Our support team is ready whenever you are.
Let’s keep growing—together.
— The Universell Team
