Citrus-Lime Point of Sale

I would like to request that Citrus-Lime add the ability to convert an existing Quote directly into a Sale, without having to recreate the transaction. There are a couple of ways this could potentially be accomplished: Add a "Pick Up" capability to Quotes, similar to the functionality currently available for Workshop Jobs and Special Orders. This would allow us to retrieve an existing Quote and proceed directly to completing the sale. Add "Sale" as an available Transaction Type when converting a Quote. Currently, we can convert a Quote into a Special Order, Workshop Job, Layaway, or Workshop Quote. Adding Sale to these options would provide a much-needed workflow. The key issue is that the most common next step for a Quote is an actual Sale, not necessarily one of the four transaction types currently offered. When a customer returns ready to purchase the items we've quoted, we should be able to open that Quote, carry its contents directly into a Sale, and complete the transaction without unnecessary additional steps or duplicate entry. This would streamline the sales process, reduce the potential for errors, and improve the customer experience. Thank you for considering this enhancement. I believe this would be a practical and valuable improvement to the everyday retail workflow.

since we have to look up transaction numbers in the Receipt Journal, how about adding a refund transaction button right on that page. That way, we don't have to copy the transaction number, return to the POS main screen, scroll down to the bottom of the menu to Refund a Transaction and then type in the transaction number twice to find the receipt and select. Once I find the receipt in the receipt journal, it would be more efficient to hit "Process Return" when I'm on the receipt in the receipt journal.

Hey, Following the recent updates cashing up at the end of the day a few things are now more difficult. Instead of asking every time I run a X or Z reports if I would like to run a receipt could this not be an option in back office? I understand not everyone runs paper receipts but we do and getting asked twice on 3 different computers is annoying. Also, the till draw no longer opens when cashing up which means I can not access the receipts printed throughout the day to go with the banking. Again I understand not everyone needs this but could it be another back office option as we all run our shops differently? Thanks

When using the Bulk Editing options within the Price Wizard in Back Office there are two new functions that would be extremely useful: ' Adjustment In the Price Wizard, using the Bulk Editing 'Set Formula' button, it would be great to have a formula type that allows you to take a monetary value off all prices. For example, if I want to take £2 off 20 bags of feed, I have to do this manually, as I can only do a % discount. Having the option to take a monetary amount off each individual option is very time consuming. Bulk Edit Sale Start & End Dates On some occasions, we will need to extend/change the end date of a promotion for a large number of items. Currently, the only way to do this in bulk is to use the Price Wizard, and re-do the formula on the Sale Price column. If we could just update the Start or End Sale Dates in bulk at the top of the grid, it would be much more efficient. It will also allow the Sale Start Date to remain as it's original date.

On the new register settings options, could we enable admins to change/set the default options for printing receipts and popping the till from on to off? It would be great to not have to tick those two for every transaction

Would it be possible for quotes to have an expiry date and auto delete? It takes ages to go through old quotes and delete them. If someone hasn't gone ahead with a quote after 2-3 months then the price may have changed anyways. The other option would be if you can delete the quote from the search instead of going in and tendering, then searching again to clear the next old quote.

I'm receiving unsolicited political advertisements (SPAM) through the new CitrusPay Payment Link messaging system. This raises a couple of concerns that I hope CL can address. 𝗛𝗼𝘄 𝗶𝘀 𝘁𝗵𝗶𝘀 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴? How are unsolicited political messages making their way into what should be a business communication channel intended for payment-related customer interactions? 𝗛𝗼𝘄 𝗰𝗮𝗻 𝘄𝗲 𝘀𝘁𝗼𝗽 𝗶𝘁? Is there currently a way to block unwanted senders, report spam, or prevent unsolicited messages from appearing in our CitrusPay inbox? 𝗪𝗵𝗮𝘁 𝘀𝗮𝗳𝗲𝗴𝘂𝗮𝗿𝗱𝘀 𝗮𝗿𝗲 𝗶𝗻 𝗽𝗹𝗮𝗰𝗲? Does CitrusPay have spam filtering or other protections to prevent this messaging feature from becoming a target for unsolicited advertising? 𝗠𝘆 𝗰𝗼𝗻𝗰𝗲𝗿𝗻 𝗶𝘀 𝘁𝗵𝗮𝘁 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗼𝗼𝗹, 𝗻𝗼𝘁 𝗮𝗻 𝗼𝗽𝗲𝗻 𝗺𝗲𝘀𝘀𝗮𝗴𝗶𝗻𝗴 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺. I'd appreciate an explanation of how these messages are getting through, what protections currently exist, and what steps CL can take to prevent this from continuing. Thank you for looking into this.

𝗜𝘀𝘀𝘂𝗲: Managing Messages Is Unnecessarily Cumbersome and Creates a Risk of Transactions Being Assigned to the Wrong Customer First, I appreciate CL's continued efforts to improve CitrusPay and the new messaging functionality associated with Payment Links. However, I've encountered a couple of workflow issues that I hope your team will consider addressing. Unfortunately, this system does not allow me to upload a screen recording to demonstrate what I'm experiencing, so I'll do my best to explain. 𝗜𝗦𝗦𝗨𝗘 #𝟭: Add a "Mark All as Read" Option Currently, when reviewing messages associated with a customer, I must click on each individual text message to mark it as read. If a customer has several messages, this becomes unnecessarily tedious. 𝗥𝗲𝗾𝘂𝗲𝘀𝘁𝗲𝗱 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁: Please add a "Mark All as Read" button next to the customer's name, allowing us to clear all messages associated with that customer in one click. This would be a simple, time-saving improvement. 𝗜𝗦𝗦𝗨𝗘 #𝟮: Customer Remains Loaded in POS After Reviewing Messages This issue is more concerning because it creates the potential for sales transactions to be recorded under the wrong customer. When I finish reviewing and marking a customer's messages as read, 𝘁𝗵𝗮𝘁 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿'𝘀 𝗻𝗮𝗺𝗲 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗹𝗼𝗮𝗱𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗣𝗢𝗦, as though I'm preparing to complete a sales transaction for them. This creates two problems: 𝗔. 𝗥𝗶𝘀𝗸 𝗼𝗳 𝗔𝘀𝘀𝗶𝗴𝗻𝗶𝗻𝗴 𝗮 𝗦𝗮𝗹𝗲 𝘁𝗼 𝘁𝗵𝗲 𝗪𝗿𝗼𝗻𝗴 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 If I forget to manually remove that customer's name, my next sale could inadvertently be recorded under that person rather than "Walk-In Customer" or the actual customer making the purchase. This is an unnecessary risk to the accuracy of our customer records and transaction history. 𝗕. 𝗧𝗵𝗲 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗜𝗻𝗯𝗼𝘅 𝗗𝗶𝘀𝗮𝗽𝗽𝗲𝗮𝗿𝘀 Once I've finished reviewing a customer's messages, I expect to return to my message list so I can continue clearing my inbox. Instead, the POS continues displaying the customer I just finished with, and I can no longer see my list of messages. To get back to my inbox, I must manually delete the customer's name from the POS. 𝗧𝗵𝗶𝘀 𝗶𝘀 𝗰𝗼𝘂𝗻𝘁𝗲𝗿𝗶𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲. I'm not processing a sale. I'm managing messages. Why should I have to remove a customer from a sales transaction screen simply to continue reviewing my inbox? 𝗥𝗘𝗤𝗨𝗘𝗦𝗧𝗘𝗗 𝗜𝗠𝗣𝗥𝗢𝗩𝗘𝗠𝗘𝗡𝗧 Please consider separating the messaging workflow from the active POS sales transaction. When I finish reviewing a customer's messages and return to the message list, the system should: Return me directly to the message inbox. Avoid leaving that customer loaded as the active customer for the next sale. Allow me to continue reviewing messages without having to manually clear customer information. 𝗧𝗛𝗘 𝗕𝗜𝗚𝗚𝗘𝗥 𝗣𝗜𝗖𝗧𝗨𝗥𝗘: 𝗟𝗲𝘁 𝗨𝘀 𝗦𝘁𝗮𝘆 𝗪𝗶𝘁𝗵𝗶𝗻 𝘁𝗵𝗲 𝗧𝗮𝘀𝗸 𝗪𝗲'𝗿𝗲 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴 When I'm working through my message inbox, 𝗜 𝘄𝗮𝗻𝘁 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗶𝗻 𝗺𝘆 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗶𝗻𝗯𝗼𝘅. I shouldn't have to interrupt that process to manage customer information in the sales portion of the POS. More importantly, reviewing messages should not inadvertently affect which customer is associated with the next sales transaction. I believe these are relatively straightforward workflow improvements that would make the messaging feature more intuitive, efficient, and safer to use. 𝗠𝘆 𝗿𝗲𝗾𝘂𝗲𝘀𝘁 𝗶𝘀 𝘀𝗶𝗺𝗽𝗹𝗲: Please design the messaging workflow around the task we're actually performing, which is managing customer communications, not initiating sales transactions. Thank you for considering these suggestions and for continuing to improve the CitrusPay experience for retailers.

Within POS > CitrusPay Transactions, would it be possible to add a green check mark next to transactions that have already been paid out and deposited into our business checking account? This would provide a quick, visual way to distinguish between transactions that have already been deposited and those still awaiting payout. Even more helpful would be displaying the expected payout/deposit date for transactions that have not yet been deposited. These two simple enhancements would make it much easier for retailers to monitor incoming funds, anticipate deposits, and reconcile CitrusPay transactions with their bank accounts without having to research each transaction individually. I believe this would be a valuable improvement for all CitrusPay retailers, particularly small businesses that closely monitor daily cash flow. Thank you for considering this request!

Could you please add an option to view a list of recent of Recent Transaction (say the last 10 days, maybe)? Also could you add an option to search by Customer? That way I don't have to hope into the Receipt Journal or the Customer Account Card to find the transaction number to search for.