Release Log v1.0.13

We’re excited to announce the release of StoreMate OMS v1.0.13, packed with powerful new features and essential improvements designed to streamline your operations and enhance your control.

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🚀New Features

Employee Performance Report – Track Your Team’s Success

This new module provides comprehensive insights into your staff’s inquiry management and conversion efficiency. Identify top performers and areas for improvement with detailed metrics.

Key Capabilities:

• Performance Summary Table: View each staff member’s inquiries added, assigned, converted (count and value), lost, and pending.
• Conversion Rate KPI Settings: Define and track KPI levels (Poor, Average, Good) with customizable percentage ranges, allowing for time-based configuration to adapt to evolving business goals.
• Flexible Filtering: Filter reports by date range (based on converted date) and assignee name.
• Export Options: Easily export summary data to Excel or CSV and PDF.

How to Access:

1. Navigate to the Report module.
2. Select Staff Performance Report.
3. Apply desired filters and view the performance summary.
   
   

🌟Improvements

Custom Fields – (Parts 1)

This significant enhancement allows you to create custom fields across various modules, giving you the flexibility to capture data unique to your business processes without system-wide changes.

Key Capabilities:

• Flexible Field Locations: Add custom fields to Inquiry, User, Product, and Customer modules.
• Diverse Field Types: Choose from Dropdown.
• Configurable Settings: Define field names, set as required, and configure dropdown options.
• Seamless Integration: Custom fields are visible and usable in:
  • Add/Edit forms for selected modules (e.g., Inquiry, User, Customer, Product).
  • Sales Entry (linked to Inquiry custom fields).
  • Data Table Views (as additional columns).
  • Import templates (e.g., Inquiry import Excel template).
• Enhanced Data Management:
  • Export Options: Custom fields are included in table exports.
  • Column Visibility & Re-ordering: Manage how custom fields appear in list views.

How to Create & Use Custom Fields:

1. Go to General Settings.
2. Click on the Custom fields Tab
3. Select Add New Field.
4. Choose the Location(s) (e.g., Inquiry, User, Product, Customer).
5. Define Field Name, Field Type, and other configurations (e.g., dropdown options).
6. Once created, these fields will appear in the respective module’s Add/Edit forms and list views.
   
   

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Customer Ban Option – Protect Your Business from Fake Customers

Safeguard your business by identifying and managing problematic customers with new private and public banning capabilities.

Key Capabilities

• Customer Ban Badge: A visible badge indicates how many other sellers have banned the same customer.

• Privacy & Security: Public bans only show phone/email and ban count, protecting full customer info and merchant identities.

Self-Business Registration – Automated Onboarding for New Merchants

The new self-registration module allows business owners to independently register their businesses on StoreMate OMS, simplifying the onboarding process and reducing administrative overhead.

Key Capabilities:

• Web-Based Registration Form: Accessible via a public URL, fully responsive for mobile and desktop.
• Guided Registration: A two-section form captures business & owner details, then login credentials.

Smart Auto-Suggestions & Validation:

• Business Username: Auto-suggested from business name (e.g., “Royal Textiles” -> “royal_textiles”).
• Login Email: Auto-filled from owner email, with real-time uniqueness checks.
• Password: Strong password validation (8–12 chars, uppercase, lowercase, number, symbol) with a “Generate Suggested Password” option.
• Seamless Login: Users are redirected to the login page with pre-filled credentials for immediate access to their new StoreMate OMS dashboard.

How to Register:

1. Access the registration form at https://register.storemate.lk. `
2. Fill in Business & Owner Details
3. Click “Next”.
4. Fill in Login Details (Section 2), using auto-suggestions or generating a password if desired.
5. Click “Submit”.
6. You will be redirected to a confirmation page and then to the login page with your new credentials pre-filled.