v3.7: Improved Management of Vouchers, Gifts, Purchases, Orders, Payments, Accounts
GBS v3.7 focuses on incorporating new administrator panels to assist with the management of vouchers, purchases, payments, orders, gifts and accounts. Administrators may now search by the identification number for a given account, voucher, deal, or purchase to assist them in locating associated information much faster. Improvements have been extended to customers as well allowing them to mark their vouchers as used and applying filters to separate vouchers as either active or expired.
Improved Voucher Management
You can now filter vouchers based on “Active” and “Pending” status as well as search by Account ID, Purchase ID, Deal ID, and Voucher ID. The option to manually activate a voucher is now available as well. Hovering over a voucher provides quick links to the Deal, Purchase and Purchaser.
New Payments Panel
Payments is a new administrator panel for v3.7 that provides detailed information regarding each payment. Like the new vouchers area, we’ve integrated new search and filter options that can be found at the top of the page. Upon hovering over a payment you will find the Order (Purchase), Accounts, User (WP user) and Transaction Data. Clicking on the transaction data results in the full array of data received by your payment gateway. This information is very helpful for quickly identifying things like transaction identification numbers and the status of a payment.
Note: Deal information is not available for any payments made prior to GBS 3.6.5.
New Orders Panel
Orders is a new purchase administration panel that displays payments received for a given order. This is separate from payments since it’s possible, for example, that a customer could complete two payments for a single order by paying with their account credit and Paypal. The new Orders panel also provides new search capabilities and filters. Hovering over an order will provide a link to the order’s payments and buyer. The payments column depicted in the image below has also been updated to include additional information.
New Gifts Panel
Based on user feedback we gave the gifts feature it’s own administrative panel to allow gifts to be more easily managed. This new admin panel offers a snapshot of pending and completed orders that were purchased as gifts. Gifts can be filtered based on the payment status and searched via account ID, deal ID or purchase ID. Like the option admin panels, you can hover your mouse over gift links to quickly identify the order and purchaser. And like past versions, administrators may update the recipient’s email address and/or resend the gift to ensure delivery.
Updated Accounts Panel
The accounts page has also been overhauled to incorporate improvements. Hovering over an account provides links to their Payments, Purchases, Vouchers and Gifts for quick access to related information.
Voucher Management For Customers
Customers that purchase deals from your site many now mark their vouchers as used. The Premium and Response theme updates provide new links that process the request via AJAX thereby eliminating the need to refresh the page. Your customers may also filter their vouchers according to the voucher’s “active”, “used” or “expired” status. We’ve incorporated this feature into the core so their accessible through defined URLs (e.g. site.com/vouchers/active, site.com/vouchers/used, and site.com/vouchers/expired). The Premium and Response themes have been updated (versions 1.7) to take advantage of this new functionality.
Below is a screenshot of the new voucher filter links available on the “My Purchases” page (Response Theme) along with an explanation what each link represents.
Expired – Filters vouchers to display only those that have reached their expiration date.
Used – Filters vouchers to display those that are marked as claimed/redeemed.
Active – Filters vouchers to display those not marked as used or that haven’t expired.
- Core optimizations
- More hooks and filters, including some AJAX actions
- Improved core code documentation
- Developer documentation