Dear Gary,
Whether you are an existing ePayTrak 4.0 user, or have
been considering an ePayTrak implementation for your
organization, we think you will find the enclosed
information useful AND exciting! We have
made improvements to ePayTrak during the past month, and
just wanted to give you a brief overview of some of the
more popular new additions.
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Recent ePayTrak Upgrades & Improvements |
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New fields. We have added a number
of new fields in the product setup area.
-
Original Inventory, located in the
Inventory control section at the product level, is
useful in determining your original stock levels of
a class/product. Great for dynamic marketing of
classes or products that are at certain inventory
levels compared with beginning stock.
-
New participant fields have been added in
case you need to collect even more information on
your participants. Those new fields include a
separate address, phone and e-mail fields for a
participant. These extra fields will be turned off
by default, and can be toggled on/off on the
Configure>Store page. Receipts can be setup to
automatically go to all participants' e-mail from a
single purchase or registration event.
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Easier customer navigation and data
collection. Customers (and admins) now can
add two or more items of the same class/product by
adjusting the quantity and still have the ability to
collect information from separate participants. No
longer will you have to select each item individually.
- New Report. The new Class
Inventory Report will show you an updated inventory on
any class. This report also includes the new Original
Inventory field.
- New Receipt. You can now show the
class description AND the participant name for the class
purchased.
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ePayTrak Tips |
- After processing a transaction, do NOT remove any of
the items in the Edit Order window. This will remove
participant names and will remove all transaction
history, adversely impacting reports and inventory
levels.
- If you process a transaction and need to change a
product in the order, it is not recommended that you use
the Edit Order functionality unless the amounts of the
products are the same. Issuing a refund and creating a
new transaction will give you better results for
reporting and inventory levels.
- Both the public and administrators can view newly
expanded Help files. On the admin side, click
Help>Online support.
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If you don't wish to receive future newsletters, just
let us know. If you know someone who didn't receive
this newsletter, you can join by clicking on the 'join
our mailing list' link in this newsletter, or by
contacting us.
Sincerely,
Gary Borthwick
APT-Edutrak
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