May 2024 - Optimisations

00:00 There we go, so we're recording now. So basically, uhm, we've done, I thought I'd just run through a few of the updates that we've done in the last couple of weeks. 00:08 There's been, uhm, a number of sort of little, uhm, little tweaks and, uh, little improvements, uhm, that I thought were worth running through. 00:20 So the first one, uh, we actually released last night, so you know how I've mentioned in the past how some clients are getting orphan transactions, uhm, where the, the money's, uh, Stripe's got the money, but then the order fails to synchronize, uhm, from the point of sale. 00:40 to the database, uhm, usually because of internet problems, uhm, so basically, the way the flow works is you tap the credit card, uhm, with one pause goes to, goes to Stripe and says hey, I want to take a hundred dollars off this card, Stripe comes back and says yes you can, we go back and say no. 01:00 They say cool, confirm, and so we've got the hundred dollars and then Stripe comes back and says I've got the hundred dollars and then, then the pause then goes to the mothership and says hey, here's the order for the details, sorry here are the details for the orders. 01:14 Now, uhm, sometimes when the internet, uhm, fluctuates, uhm, that flow can be very, interrupted, namely the one where the, the iPad app is trying to synchronize the order details back into the database, so sometimes we've got a few clients who are in load band with their areas or having particular problems 01:34 with their internet connection, uhm, where they're getting a deposit that is bigger than the rest of the world, so, you know, so they might have a deposit for $1,000 and Withwine says, uhm, well, you know, in this deposit are orders for $900, and then, uhm, they would say, you know, the customer would 02:00 have to reach out to us and say, oh, hey, my deposit's bigger, and we'd say, oh, yeah, there's a payment there that- that's not in the database, and we'd have to share that information with them. So, we've actually, uhm, now built it in so that they can see all that themselves. 02:14 Uhm, so basically, same- same process as before when you're reconciling, so, you know, select- select your company, uhm, remove all the filters first, and then select your company, and then select which deposit you want to reconcile. 02:27 Uhm, so, this thing goes off to Stripe and says, cool, can you give me all the transactions you've got, uhm, with that- with that deposit, uhm, and then it'll say- you'll see here- that, uhm, Withwine's got one order, but there's something else in Stripe that Withwine doesn't know about. 02:46 Uhm, so we're actually flagging that down to say, hey, you know, uhm, y-you've got an orphan transaction here. So, you can hit show, and then it'll bring up those details and say, alright, well, this was the transaction. 03:00 This is how much it was for, and then you can actually link that to an order yourself. So, what people have been doing is, uhm, creating an order, uh, going, oh yeah, that, I remember that was for a, uhm, you know, that was for a, a, a bottle of SimSav and a, and a stopper. 03:19 So they'd bring up the order and then, uhm, tell us, hey, here's the order number and then we would overwrite it for them and so everything balances again, but they can actually do that themselves now. 03:30 So, you can link to an order, type in the order number, and then it will come up and say, cool, I've got, uhm, I've found that with wine order, I've got the Stripe payment details, uh, do you want to, you know, do you want to merge them together? 03:46 And if the Stripe transaction happened on Monday the 17th, uhm, but you found out about the orphan transaction on the 20th, it will, and so you create your order on the 20th, it will actually adjust the date and everything back. 04:00 back to the 17th, uhm, so it's using that payment as the, as the source of truth because that's obviously, it is the source of truth, uhm. 04:09 So, so technically it's finalising the order and then applying a payment to it, yeah? Well, it's, so they, they would, if the order's not sitting in the iPad, they actually would uhm, had a client, uhm, the other day where, uhm, you know, they, uhm, I said have you looked in, you know, have a look on 04:30 your iPad in the, in the saved orders and sure enough there are a whole bunch of saved orders there going back a month, uhm, because it hadn't synchronised, uhm, so, uhm usually the orders are sitting there in the iPad, uhm, but when you, if you hit save or if you complete the order on the 20th, even 04:48 though the sale actually happened on the 17th, the date that gets applied is the date that the, that the order was transferred from the iPad to the, to the mothership. 04:57 So if the, if the tran, if the order is sitting on the iPad, for five days, it's going to be five days out of whack. 05:03 Umm, so basically this will, this will override it and say, well the payment was on the 17th, therefore the order was on the 17th, so you can override it and marry it all up. 05:14 So umm, as I say, like there's only a few clients who have this problem but it's a frustrating. Umm, so basically now the reconciliation, umm, there's no need to reach out to us to do that reconciliation now because you can do it all. 05:31 We, we display everything that's, we're going, here's everything in Stripe, here's what we've got details for and the new thing is, here's what we don't have details for, so we call it out and just make it obvious. 05:41 Umm, so that was, So I heard some mothership then know about that order if it's not synced back from the archive yet. 05:51 How does this, you're, you're now in, you know, you're on the live ship here this morning. And how does it know? 05:57 So when, when we selected the pos- So if I selected deposit here, when we do that, this is now, see how it's loading up, this is now going off to Stripe saying, hey, um, hey, I've got, I've got this deposit. 06:13 So this list here, when we select the company it then loads up all the deposit. So all these are coming on Stripe's going, here are all the deposits I've made. 06:20 And then when we select the deposit, we are then saying to Stripe, okay, show me all the transactions you've got for this deposit. 06:29 And it'll provide the transaction IDs. And if the order has been able to synchronize, that transaction ID will be in with wine and that's how we return a list of orders. 06:40 So we go cool. Stripe's got this, we've got that. Stripe's got this, we've got that. Stripe's got this, we've got that. 06:44 And that's how we display the list of orders. But then if we go, Stripe's got this. Oh, we don't have that. 06:49 That's what we're showing here. Um, one transaction in this payout is not associated with an order. Um, and so you can create an order. 07:02 And then they can go look on the iPad or they can just create one and you know they can create one then create an order and then link it up to the transaction. 07:15 So then everything marries up. Yeah. Okay. Cool. Umm. Cool. Cool. We umm actually you probably would have noticed this so last week we didn't update to the advanced pricing user interface. 07:30 Umm. So basically when we built the advanced pricing umm. We didn't actually think people would create as many advanced prices as they would as they did. 07:47 So we thought they might have two or three prices but they quickly started having you know lots of customer groups and lots of lots of prices and so basically the product setup page just became this long scrolling page of of prices. 08:00 Because the user interface wasn't wasn't to be fair it wasn't umm we thought it would just be like you know price one, price two, price three but it turned into like you know this list of twenty. 08:10 So we wanted to clean it up and make it a nicer cleaner umm interface umm not only to put the numbers in but also understand at a glance what. 08:20 What's going on? So we've just put it in this table format now umm so you can go you know so you know is the product for sale yes you know so you say you put in this field up here that's the full price so basically when discounts are worked out it's looking at the full price minus whatever. 08:40 The price is being applied umm and that's how it knows whether or not a discount has been applied so if I put in full prices a hundred dollars then no discounts being applied but if I say umm but if they're buying six of this in any six then it's going to be ninety five dollars it knows that the price 08:59 being applied. is a is a bulk uh is a bulk discount or sorry discount because you're buying a bulk um or and blah blah blah so so you can say umm so you know a bottle of this is a hundred dollars each if you buy in any six it's ninety five dollars. 09:20 If you buy it for six of this product you can make that five hundred dollars and then if you buy you know twelve of this product then obviously that's what you can say it's a thousand dollars and if you say if you buy you know if you want to go crazy if you buy forty eight of them umm of this. 09:40 product I'll do it for you know two thousand five hundred dollars and then we've got umm the pricing groups as well so you can say for a local one bottle is wrong uhh wrong one so I say for a local one bottle is ninety dollars each for a uhh for. 10:00 Or a staff one bottle is fifty dollars each and so on and so on so it's just an easier ui to understand and if you've got an old price that you want to get rid of you just select the trash can hit save and that'll delete the prices. 10:17 Cool. Cool. Pretty simple. Um so next up we have um updated the way URLs work um slightly so in the past um the URL would look like so if I go on the clubs page it would just go cool. 10:40 Whoops. It would say umm let me get that ah. Get out of there. So the old URL would look like this um and it would just go cool. 10:56 And no matter what filter I applied this URL wouldn't change. Which meant- that you weren't able to bookmark it which meant you'd have every time you wanted to go back into that particular search. 11:07 You'd have to load up the club member screen and then go into one of your saved searches. But some people umm didn't want the saved search. 11:16 They wanted to have bookmarks for each of their saved searches in their browser. That was awesome. So we made it where if you apply certain filters, so if I go alright well I want to see members of this club umm who have umm who have uhh you know whatever it is. 11:37 Um. Skipper. Ask for a skip request. Umm you can now see how the URL has updated. So you can actually now bookmark that umm you can bookmark that URL. 11:52 So basically up here in your bookmarks folder you can always just quickly get to the skip requested people, quickly get to the cancelled people. 12:00 Quickly get to the- to the whatever save thing it is. Umm so as I say it's umm you can do the save search but you would have to go to the club member screen and then click on the save search that you want. 12:15 Whereas with this you can go straight into the save search that you want and you can have multiple. Boom. Multiple of them so. 12:22 A little thing but it's actually very handy. Cool. Umm okay umm next up a little another little one. Umm we had this. 12:40 It's filter. In speaking of the club name screen we've had this filter for a while. Umm but where you can say if you've got a editable umm an editable winemakers pack. 12:57 So basically hey we're doing a club run. Umm he's. What you can choose from. Here's what you're going to get if we don't hear from you. 13:03 Umm we call those we sometimes refer to them as tell us what you want clubs. Umm so basically that's the one where you're sending the email. 13:11 How it's time for you to make your selection. Here's your selection link. But if you don't make a selection here's what you're going to get. 13:17 And people wanted to see well I want to see who's who's customizing. What's their selection and who hasn't. Umm so we had these filters in here but the thing is in the past you had to select the club first for them to appear. 13:31 Umm so that was a little bit annoying. So we just decided just to just to go in here and have those filters. 13:40 Umm so whether you've selected the club or not. Umm so I just wanted to highlight it just because they're there but people didn't know it. 13:49 So now we're just making it, you know, making it more obvious for everyone. Umm, next up. Uhh for people. Who have got one of those umm who have got one of those umm tell us what you want type clubs. 14:08 Umm sometimes you'd get people where they'd make their selection and then they'd ring up the winer and go ah actually can you also send me blah blah blah blah blah blah. 14:20 And so. So it was a bit of a process because you'd have to umm you'd have to cancel the club run and then create an order and then cause they'd want what was they'd want the products that they selected but you'd have to go and input all of that again so if they'd selected six different wines and now. 14:40 Now you're adding another another sixth to them it was a bit of a bit of a pain. So we did it where umm now when someone's got umm one of those types of clubs umm have I got come on have I got an example umm of course I select the one that doesn't have. 15:00 I have an example umm uuuh so where are we? I'll try this one basically here we go. So he see here so he's made a selection and he selected six of the dollar lines and six. 15:24 Umm so now you can say alright well I've got your selection and create similar order and so what we do is we grab what is we grab the products that he selected and pre-fill that in a new order so then you can you can then go cool and I- also want you know I also want some Chardonnay and I also want some 15:44 of this and I also want some of that so basically we're just getting this selection pre-filling it in a in a new order umm so that then you can umm so that then you can just you know do things cool quicker that makes sense so you would still this is the thing so we don't automatically cancel the club 16:10 run because you might not want to so umm what we uhh what we do do is if you try to change this to a a club run it will say hey this members this members part of an active club run umm do you want to cancel that first so then they can go yeah I want to cancel their club run and then go on with the order 16:34 so we do highlight it but umm but you know because some people want to they might say oh hey. Umm you know they might say umm I still want my club pack umm but I want another club pack as well a week later or whatever it is so we just sort of put that flexibility in there umm but long story short it's 16:55 more just like yeah sure I'll do that for you can you just remind me what you ordered in the past. 17:00 So you know it's just less less clicking around. Yeah. Cool. Umm two more little things uhh in the orders screen this one took us, this one took us probably six years too long to do umm but uhh we've now got it where when you click on click on an order you can actually we link off to the customer's profile 17:24 so if you're in an order detail you can actually go directly into the customer's profile umm in in the customer's screen by just link just clicking on the on the customer's e-mail address so which is nice and then finally uhh another the little one umm you can now actually delete a coupon code so people 17:46 were creating again we thought people would have you know five or so coupon codes but they quickly ended up doing tons of them umm so we actually did it where you and this screen would just get very messy so we've actually done it now where you can actually Bye bye. 18:01 Umm delete a coupon code umm so basically you've just got you'd have a coupon that's currently active umm in order to delete it you would step it to umm you know let's say it was active until a certain date umm or you know it's just inactive so it's got to be inactive. 18:20 before you can delete it umm but basically once a coupon is inactive you get the option to delete it so just you know it gives people the ability to clean up that list so yeah just a lot of little things but you know in han- we're pretty much all of them are in the in the enhancement pile quality of 18:40 life pile so that's about it. That's the main stuff I wanted to cover. Alright, activity. Yeah. So um yeah so I think that um but I think that that reconciliation thing with the orphan transactions again even though it's it's only affecting a small number of people. 19:03 That's one thing I really like about what we do that others don't is like you know that really super tight integration with stripe lets us do things like that. 19:12 Um and again like with the with the new pause project that we're working on is going to be a thing of the past anyway. 19:21 Um because the the new pause is actually um doing um what we call draft orders so if you create an order on pause it's creating a draft in the in the in the mothership. 19:33 Um and so you you know you go through you go through and you take the payment and even if the- internet drops out at some point it'll get back together it'll reconnect and it will go ah I've got this draft order this and it'll it'll clean it up automatically because we want to get it to a point where 19:51 basically people don't need to reconcile anymore. Cause you know the old days was you've got you've got the point of sale system and you've got the payment system and they'd have to- or talk to each other and therefore you'd have to reconcile them what we want to do is get to a point where you know the 20:05 pause system is the payment system and therefore you don't need to reconcile anything it's just a hundred percent accurate a hundred percent of the time umm it's it's close it's close there now but obviously a bad internet connection . 20:20 . you can get in the way of that so umm yeah so this is a bit of a bit of a um again quality of life thing for the people who have got the problem but you know give it a few more months and it's not going to be a problem anymore. 20:32 So that's about it. Are you going to thank you? Any questions on your own? No I don't think so. So it looks good. 20:44 Yeah. Cool. Good selection. Alright well I will stop the recording now.