Hello Everyone,
It’s certainly not an April Fools joke when we say that 2nd release of the year is ready to go and includes 30 new features! Here is the list of key updates and new features for your review:
Purchase Order – Discount on the Product Line Items
(Supported plan/s: Hike Plus)
You can now easily add discounts to purchase orders. Line item and order level consolidated discounts, both are made possible.
Having so many columns on the PO page makes it easier to use features but it might get a tiny bit congested so we have consolidated some ‘read-only ‘columns and added them as a pop-up window. So they are they if you’d like to view the details but won’t come in your way.
Customer Profile Changes for Existing Order
(Supported plan/s: Hike Plus)
Easily define who makes customer association changes to an existing order. You can easily apply it via role permissions for staff users. In detail, the permission is associated under the point sale permissions with the staff user permissions.
Detailed Transaction Export for Sales Summary Report
(Supported plan/s: Hike Plus)
The sales summary report lets you view transaction summary for a selected date range. Now, when you export this report using the Excel format, it lets you choose a ‘detailed’ report export. The report includes amount breakdowns for each day for your selected period. You can export the same from Reporting > Sales Summary > Export > Detailed (Excel).
Serial Number Details for Sales by Item Report
(Supported plan/s: Hike Plus)
The sales by item report, as the name suggests, lets you view total sales by item for a specified period. To provide further visibility for items with serial numbers, it lets you drill-down further to see associated transaction numbers for each serial number.
Display Order Items Group by Product type
(Supported plan/s: Hike Plus)
Many of Hike users requested this and so we are pleased to include this feature in this release. With this feature activated, the item cart and order receipt will display items grouped by type.
This feature can be very useful for a variety of businesses. For example, if you were running a quick-serve business, all food orders can be grouped by type like ‘Drinks’ and ‘Burgers’ to make order preparation easier. It is equally useful for bicycle and furniture stores when they are customizing orders or arranging deliveries.
To activate this feature, please go to Store Setup > General > General Rules > Point of Sale. As mentioned on the screen below, simply click on ‘Display ordered items grouped by type (cart, invoice)’, and all set.
Account Receivables Statement – Add Bank Details
(Supported plan/s: Hike Plus)
For ‘On account’ sales, the monthly statements are widely used to advise of outstanding amounts and request payments. Now, Hike’s on-account statement includes an extra section for you to add texts such as bank details. You can also use this space to write holiday greetings or simply mention your strict payment terms! You can add the banks’ details under the Reporting > Customer > Acc. Receivables Statement > Add Bank Details.
You can add multiple bank details together in detail sections if you are accepting the payments in multiple banks.
Quickly Add Products into Purchase Order/ Inventory Transfer
(Supported plan/s: Hike Plus)
Now, you can add products to purchase orders or inventory transfers directly from the product listing page for quick access by just selecting the options. You can also edit the order quantity as required.
Here you can see the quickly created PO details where you can create a new PO or add it to the existing one.
It is also the same for transfer too.
Purge Data for a Particular Time Range
(Supported plan/s: Hike Plus)
Hike has a data ‘Purge’ option accessible from within ‘My account’ section. Most Hike users prefer to get their staff training on own product data and as such practice transactions are performed after actual products are imported to their Hike account. Though these dummy transactions need to go as soon as the practice run is over and the store is open for business. That’s when the purge feature comes in handy to remove dummy transactions without having to recreate everything. You didn’t know about this feature? Those dummy transactions are still there corrupting your sales reports?
Now you can purge past dummy transactions by selecting a specific date range.
Please be careful when using this feature. Once purged, it’s purged!
Directly Add Quantity into PO & Transfer
(Supported plan/s: Hike Plus)
Hike purchase order and transfer section lets you search for products. Now you can also add order quantity in the same pop-up window so you don’t have to go through the added items list to update the quantity.
Larger Text Size for Price Labels
(Supported plan/s: All)
Now, you can print larger text for price tags of the product label from Hike. This can be done using the printing option “Avery 3×11 (alt)” while printing the price tag on the A4 Size label sheet.
Sales Transaction Report – Date and Time in Separate Column
(Supported plan/s: All)
As you know, Hike lets you generate and export sales transactions reports. It includes various details for you to understand the transactions happening at your store. We’ve just improved the feature so you have better visibility into the date and time of each transaction as well. You can see this by exporting the sales transactions in excel from reporting section.
Receipt Template – Indent for Customer Address
(Supported plan/s: All)
We have improved to manage the indent of customer addresses for the envelope window. To use this feature, you will find a checkbox to set the address for the envelope window. The template can be saved for future use with this setting like earlier.
Sales Summary Report – Transaction Summary List
(Supported plan/s: Hike Plus)
The sales summary report provides an excellent review option to see how your business is doing. This graphical report is now combined with a summary list table for better visibility into the report.
Make Customer Birth Year Optional
(Supported plan/s: Hike Plus)
Sometimes customers may not want to share their birth year. To make it easier for them and you, you can disable the collection of birth year by default.
Gift card sales – Edit Gift card details
(Supported plan/s: Hike Plus)
Hike offer a very handy built-in gift cards feature. We have improved this feature for you with this update. Now you can edit gift card details so that recipient email address, name and notes can be updated. This will allow you to correct if any mistakes were made at the time of selling the gift card.
Also, The Store admin can manage this functionality by controlling restrictions with the User’s right permission.
Sales History – Customer Name Edition for Walk-In
(Supported plan/s: Hike Plus)
Hike lets you create a sale transaction without customer name. All transactions where customer name is not provided show ‘Walk-in’ for the customer name. Now you can edit even customize this ‘walk-in’ placeholder name the way it suits you. For example, for all walk-in sales during an event, you can rename it to ‘walk-in at expo’ or ‘walk-in at ABC event’. Though customer details are still not added to the sale, it provides a bit more clarity in regards to the transaction details.
Sales report – Barcode Column
(Supported plan/s: All)
We have added some improvements for Sales by Items report. In this report now you can view one more column Barcode of the product. You can also add or remove this column by editing the grid setting for this report.
Non-Discountable Items
(Supported plan/s: Hike Plus)
In a business, some of the specialized product needs to be excluded from the discount. To fulfill this, we have added the feature called “Exclude this product from any and all discount offers”. This will help you to exclude the product from applying the discount at any level. You can apply this setting while adding the product from Hike.
Cart Display – Based on Latest Item Scanned
(Supported plan/s: Hike Plus)
Hike now lets you choose the order of added items in cart. When you are adding products to the cart on POS page, Hike shows items by order of entry and so the first added item remains on top of the list. Now you can change this to show the last added items on top of the list to suit your workflow. You can enable this feature by activating it from Store Setup > General Rules > Point of Sale >Cart item display – latest added to the bottom.
Improvements to the purchase order and supplier details
(Supported plan/s: Hike Plus)
We have made some changes in the purchase order and supplier details which include:
- Now, you can add multiple email addresses for one supplier while creating a supplier in Hike.
- Multiple email addresses of a supplier can be selected when emailing PO to the supplier.
- The notes added to a supplier profile are auto-populated into every purchase order sent to this supplier. This helps define any regular delivery or other instructions relevant to your suppliers.
Sales Summary Report – Back Order Excludes
(Supported plan/s: Hike Plus)
Hike now lets you decide if you wish to include or exclude backorders in sales reports.To apply this feature in your store go to Store Setup > General Rules > Reporting > Enable the setting as per the below screen capture.
Inventory Logs – Date and Timestamp
(Supported plan/s: All)
In inventory log, we have now added timestamp beside the date to understand which transaction first took place in event where there are multiple entries for a same date. Also, a new sorting option on this page lets you see latest or earliest transactions first as required.
Sales Report – Sorting the column
(Supported plan/s: All)
In the sales report section, now you can sort results using a majority of data columns. Previously the sorting feature was available only for the order ID and the data columns. You can see these filters below reports:
- Sales transactions
- LayBy
- On account
- Custom sale
Express user login
(Supported plan/s: Hike Plus)
In Hike, you can currently change between users by entering your 4-digit PIN. However, before you enter the pin, you are required to select your user profile. This new feature allows you to bypass user profile selection and thus reducing one step in the process. Simply enter your PIN to log in to your profile. To ensure that Hike can identify each user in your organization, it is required that all users have unique 4-digit pins.
For existing users, if you have identical pins, Hike will prompt you to get all your users to reset their pins without identifying conflict PINs to preserve user privacy. When resetting pins for all users in that situation, Hike will ensure that duplicate pins are not allowed to be set.
This setting can be enabled from the Store Setup > General Rules > Users > Use unique 4-digit pin for all users and allow changing between users by simply entering the pin as shown in the screen capture.
Custom report – Quotes
(Supported plan/s: Hike Plus)
Hike lets you create custom reports so you can generate bespoke reports that meet your requirement. Until now, you were able to create custom reports relating to inventory, delivery and inventory movement. This update brings a new addition to the custom reports section: Quotes. This will help you better manage all issued quotes. You can set it in the Reporting > Customer Report > Report Sections > Select Quotes.
Quickly Add Unregistered Customer
(Supported plan/s: All)
Hike lets you email receipts to your customers upon sale completion. If customer details are not entered, you can simply type in an email address to send receipt as an email. Now you can also create a customer profile for this very page. Add a customer name while adding the email address to send a receipt and Hike will associate the customer name with the transaction.
Print Cash In/Cash Out Receipts
(Supported plan/s: Hike Plus)
With each cash-in and out, Hike now prints a small docket with time, user name and amount of the cash-in/out transaction. This will help you serve two proposes:
1) You can collect these dockets to verify at end of the day and;
2) With this docket print, your printer attached cash drawer will automatically open upon print
.
You can activate this feature from the Store Setup > General Rules > Point of Sale>
Prompt to print receipt on Cash IN/OUT as shown in the screen capture.
Inventory Adjustments Report – Sorting Option
(Supported plan/s: All)
With this feature update, now you can sort the Inventory adjustment report by more than one column. You can see this in Reporting > Inventory > Inventory Adjustment. You can sort for desired output of the report on screen as shown below.
Receipt Template – Display Customer Details
(Supported plan/s: All)
You can now add data field title on receipts for customer name. This is useful if you wish to add something like “Customer:” or “Customer name” above where customer name appears. You can activate and edit this field text from within receipt templates.
