New features in the Redmine Products plugin
See what's new in the latest versions of our Products plugin
New Features
Orders chart tiles
Each chart on the Orders charts page starts with tiles: totals, the share of every status, the average per day and the best period, with the trend against the previous period. The Interval size is Auto by default and picks a day, week or month for the date range you chose.
New Orders charts
Sales by status, sales by contact, sales by assignee, the orders funnel, new vs returning customers and expiring subscriptions join the charts you already had. Popular products and categories now show as two pies on one page, and the Orders tab of a contact has customer value tiles and filters.
Integration with Deals
Now Deal can contain lines with the product or service description, price, quantity, taxes, and discounts in the same way as it works for invoices or orders. What is more, you can use custom fields to add additional information (like shipping costs). We have added additional filters to the Deals list, so you can select the Deals to which the lines will be added.
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Order line fields
Each line of order/invoice can contain custom fields now. This feature makes it more convenient to store additional data like the license number or its expiration date. Those fields can also be used inside the custom Liquid markup template.
Calendar view for orders
Using the calendar you can visualize all the current and future orders. This feature makes it more convenient to plan your actions or sell incentives (like discounts to sell remaining goods). The calendar uses the same filters as a regular order list.
Product category tree
Now you can divide products by the categories in hierarchical order. For example, for the online store you can create the hierarchy of categories like food->diary products->cheeses->blue cheese-> cat. depends on the aging of cheese and so on. The hierarchical directory of categories lets you quickly sort them or generate reports.
Invoice from an order
To avoid duplication of the content of the order, we have added the function of automatic invoice generation for a given order. It contains the data and fields taken from the current order. Also, the field "Order Number" is generated and filled automatically with cross-links and allows fast access to the order page.