🚀 New Feature
Guided Steps (Welcome Page Flow)
We’re excited to introduce the Guided Steps feature in Version 1.1.1 — a new onboarding experience designed to help new users quickly and confidently create their first inquiry right after registration and login.
This feature provides a 4-step guided flow with interactive prompts and data validation to simplify the Order creation process.
Overview
The Guided Steps feature walks users through a structured sequence to create an inquiry:
- Add Customer
- Add Product
- Select Delivery Partner
- Create Order
Experienced users can skip the guide using “Skip, I’m Pro” and access the Inquiry List directly.
Feature Steps
Step 1 – Add Customer
Capture customer details including Name, Contact No., Address, Email, and City.
- Validation: All required fields must be filled, with proper email format.
Step 2 – Add Product
Add product details such as Name, Price, Unit, Description.
- Default Values: Brand = No Brand, Category = No Category, Unit = Pieces
Step 3 – Select Delivery Partner
Choose from available couriers: Trans, Royal, Domex, Fardar, Koombiyo, KL.
- Validation: One courier must be selected.
Step 4 – Create Order
Combine all entered details to generate a new Order.
- Default Source: Facebook
Advanced Filter Modifications
The Filter System has been upgraded for a smoother, more flexible, and efficient data management experience across multiple modules. Users can now apply multi-selection filters, save templates, and view instant updates in real time.
Overview
Enhanced filtering is now available in:
- Order: Date Range, Source, Status
- Sales: Date Range
- Shipping: Date Range, City, Delivery Status
- Packing: Date Range, City, Packing Status
Filter Modification
1. Multi-Selection Filters
Users can select multiple values in dropdowns, search within filters, and view selected options as removable tags.
2. Apply & Clear Options
- Apply: Executes filters instantly and refreshes data.
- Clear All: Removes all filters and resets the view.
3. Save Filter as Template
- Save as Template: Save current filter combinations (e.g., “Pending Orders – This Week”).
- Load Template: Apply saved templates instantly.
- Manage Templates: Rename, delete, or set a default template for auto-load.
4. Status Tiles with Filter Impact
When filters are applied (e.g., City = Colombo), the status summary tiles update automatically to reflect filtered data only.
Performance & User Experience
- Filter responses optimized to load in under one second for standard data volumes.
- Fully responsive design supporting desktop and tablet use.
