See interesting insights into a customer's wine preferences from the orders tab of their profile.

The summary shows every SKU they've purchased, the quantity of each, the % that are Red or White, and the vintages they've favored.

When building an admin order, you can now search for products or select a product category without needing to click into the filters.

Since many wineries update Customer Groups periodically, you can now filter orders by either the "Group at Time of Purchase" or "Current Customer Group" to help you more easily find what you're looking for.

From the Customer Detail page, you'll now see a yellow alert if your customer has any unfilled orders that they haven't yet received.

Our platform sends notification emails to your admin email address when your customers do various things, such as signing up for a club membership. To better differentiate these emails from the notifications that are sent to your customers, the notification alerts for your team will now be sent from [email protected]

When our platform isn't able to successfully deliver transactional emails to a customer email address, we pause sending them additional emails to them to avoid further deliverability issues. You can now easily track and manage which emails are on this Suppression List by clicking on the "bounced emails" in the Customers tab.

Figuring out why emails bounced and how to address it can take some detective work, see this article for more context.

A customer's birthdate is now displayed next to their age in their profile. We also added a "Birthdays" section to our Customers section, in case you'd like to check which our your customers have birthdays this month (or next!)

When filtering your Customers, you can now hone your search results to only include Active (or Inactive) customers.

If you prefer to have all info about an order or a customer displayed, you can now click "Expand All" to open all the sections in their profile.

If you're building an admin order, you can hover over the $ sign in the Discount field to see a list of discounts by %. Click on the specific $ discount you'd like to use to populate that amount into the discount field.

Since the Credit Transactions CSV export of the Accounting Sales Report lists transactions for order edits (like extra bottles being added to an order,) you can now see the original order date in addition to the transaction date.

Now you can view Email Status, Recovery Status, Last Order, and Total in your Abandoned Carts CSV Export. Don't have our Abandoned Carts feature activated for your account? Reach out to our support team and we can get that activated for you!

If you have any Corporate Gift purchases this holiday season, or are otherwise looking to input and process a group of orders efficiently, our new Bulk Orders tool allows you to upload them via CSV. You can also process them with a single credit card transaction, as opposed to multiple charges for each individual order.

See our comprehensive help center article here for more information and video demos.

You can now edit (or delete) customer and order notes in Offset Commerce. Customer notes also have categories, including an Alert category which displays the note in red text. Any changes to notes are stored in the activity log, which you can always reference later if needed.

Offset Commerce expands that list of order attributes you can filter by to help you more easily drill down into a group of specific orders.

This allows you more flexibility in filtering and updating a group of orders within the web app, instead of needing to export and upload CSVs to make the changes you need.

If there's a common filter set that you tend to look at regularly or would like to save your work, you can now save your search.

These saved searches are dynamic, which means if new orders match these criteria in the future or if existing orders change, the search will show what currently matches the filters.

For instance: if you have a saved search to show orders on hold, and some of your order ship, you'll no longer see those orders in your saved search.

While saved searches are dynamic, Order Tags are useful if you want to stamp a number of orders to find them later, even if their attributes you initially filtered them by have changed.

In Figure, this was typically done with a CSV upload, but now you can do it within the app.

If you want to select a number of orders (or customers) in a row: click on the first one, then hold shift and click on the last one to select all the orders in between.

While Figure only allowed you to filter Customers by Purchasers or Groups, Offset Commerce allows you to filter based on any number of the following attributes:

Just as with the Orders saved search, if you find a set of dynamic filters for viewing your customers that you'd like to reference regularly, you can save your search.

Now you can add tags to customers in bulk, without needing to upload a CSV.

While Figure only allows for the ability to sort columns for Orders, Offset Commerce also allows you to sort Customers.

NOTE: Sorting only applies to the number of items displayed on the page. Adjust the number of items that are displaying on your page if you have a large number of results you'd like to sort across. For larger data sets (beyond 1,000 results) you will need to export to CSV to sort properly.

In Offset Commerce, if you want to quickly update the products of an allocation group, you can now export those products and / or import products from another Allocation Group.

If you need to make bulk changes to your Shipping Rate tables, Offset Commerce now allows you to export and import those tables via CSV.

If you want to duplicate a Fulfillment Method, Offset Commerce allows you to duplicate the Rate Table from an existing Fulfillment Method to create a new one.

The title will reference the existing name of the Fulfillment Method it was copied from, for instance "Ground copy."