eCommerce Platform Updates

5/15/2018   Modified Send Date of Shipped, Sent, and Ready Emails - IMPORTANT CHANGE IN BEHAVIOR - If your system has been configured to send Shipped/Ready Emails, these emails will be sent immediately, or in the future, depending on the indicated fill date of the order.
5/15/2018   Search Enhancements for Identifying Customers and Orders - Customer Number has been added to the Advanced Order Search options, and Customer Phone Number has been added to the available Customer Identification options when placing internal orders through the OMS.
5/15/2018   Enhanced Email Module (Phase 2) - The Updates Email has been added to Nexternal's new Enhanced Email module.
5/1/2018   On Hand Inventory Added to Product Reports - Users of our Enhanced Inventory module will notice a new On Hand Inventory column appear on several Product Reports available in the OMS.
4/24/2018   Pickup Location Display in Engage - Users of our Engage application may now see the pickup location for each order in Ready status.
4/24/2018   Refreshed OMS User Interface - As a result of user feedback and our continued commitment to improving our product, we have updated the look and feel of our user interface.
3/23/2018   CartStack Cart Abandonment Integration - Integration with Cart Abandonment specialists CartStack.
1/30/2018   Enhanced Emails Beta (Phase 1) - Nexternal's new Enhanced Email module allows for much greater flexibility in formatting emails sent to customers than is available in the standard email system.
1/30/2018   Square Location Security Setting - Users of our Engage iPad application who are processing orders with Square will have an increased level of security by the addition of a Location setting (within the Processing section).
1/30/2018   Order Tagging - Clients now have the ability to add one or more custom tags to Nexternal orders.
1/30/2018   Consolidated Packing Slip & Laser Shipping Label - The Laser Shipping Label template was modified to incorporate a complete packing slip on half of the page, and the shipping label on the second half of the page.
1/30/2018   Storefront Modifications for Pending Orders - Multiple revisions were made to the customer-facing Pending Orders page (in My Account section) for a more user-friendly experience.
11/1/2017   FedEx Freight Real Time Rates - Ability to pull in Real Time Rates for FedEx Freight Economy and FedEx Freight Priority
10/24/2017   New Training Center in the OMS - Link to helpful documentation from within the Order Management System.
10/24/2017   New Order Import - Import new orders into your Order Management System by using an Excel file.
10/16/2017   JNLP Thermal Printing Option - New option for clients using thermal printers which utilizes the Java Network Launch Protocol (JNLP).
10/16/2017   Streamlined Amazon Integration - Re-worked Amazon integration to allow for a much more simple and efficient setup and ongoing maintenance.
10/16/2017   Google Analytics Enhanced Ecommerce Integration - Integration with Google Analytics' Enhanced Ecommerce Plug-in enables a range of interactions to be tracked, including product impressions, product clicks, add to carts, and progress through the checkout process.
10/16/2017   Loyalty Point Import - Ability to use an Excel file import to add Loyalty points to existing customer records in the OMS.
10/16/2017   Upgraded Excel Export/Import Formats - All Excel exports and imports available in the Order Management System have been upgraded from .xls to .xlsx format.
10/16/2017   Order Search by Shipper - Ability to search orders by Shipper, and receive a consolidated list of all shipping methods offered by that shipper.
10/16/2017   Convert Pickup order to Ship Order - Ability to easily convert a Pickup order to an order that ships, while automatically making the necessary pricing, taxation, status and other adjustments to the order, as well as optionally updating the customer.
7/18/2017   Barcode Scanning in Engage - Use a barcode scanner to quickly scan items into your shopping cart.
7/11/2017   Quick Product SKU Search - Within the Products section of the Order Management System, we've added a search by SKU box.
6/6/2017   Product Status Messaging in mPOS - Backorder, Preorder, Unavailable and Sold Out Messages have been added to the mobile Point of Sale application.
6/6/2017   Two New Automatic Add to Cart Options: Flexible Lock and Locked to Trigger - Clients may use the Automatic Add to add products to the shopping cart based on various trigger conditions. With both of our new options, if the cart is adjusted such that the trigger condition is no longer met (such as by removing a trigger product), the added item(s) will automatically be removed or adjusted as appropriate.
6/6/2017   Loyalty Points Total and Points Value in Mail Wizard - When sending bulk emails with the Mail Wizard, Loyalty Points totals and Loyalty Point Values are now available Personalization Terms.
5/16/2017   Detailed Line Item Discount Visibility in Engage - Clients using our Mobile Point of Sale application can now see details of the discounts that have been applied to products in the cart.
5/2/2017   Improved SKU Navigation in Product Pages - Clients with multiple pages of SKUs for the same product may now jump between SKU pages without having to proceed sequentially.
5/2/2017   Order Export Includes User - The Order export now includes a column to identify the user that the order was placed with.
5/2/2017   Search Orders by User - clients may now search for orders based on which OMS user placed the order.
5/2/2017   Customer Search by Total Loyalty Points - Clients using the Loyalty feature may now search for customers based on the total number of loyalty points in their accounts.
5/2/2017   Loyalty Points Export - When generating a customer export, clients may now include the number of total loyalty points that exist in each customer record.
4/7/2017   Add & Modify Customer Activities - Add and modify activities in TrueCommerce Engage.
1/10/2017   Token-Only Operations Available for Bridgepay Payment Gateway Users - Nexternal now supports token-only operations for BridgePay Payment Gateway.
4/27/2016   Microworks Integration - Integrate with Microworks WineDirect 4.2 POS and Wine Club Software.


5/15/2018 -- Modified Send Date of Shipped, Sent, and Ready Emails

Until now, if your system has been configured to send Shipped, Sent and Ready emails (in Settings / Boolean Options / Shipped Email), those emails have been sent immediately when the order status changes to Shipped, Sent, or Ready, respectively. As a result of client requests, we have modified the automatic Shipped, Sent, and Ready emails to be sent on the date indicated as the Shipped/Sent/Ready date used in batch processing, or individual order processing, in lieu of the date on which you are doing the processing, if those dates differ. So, if you are creating a shipping label today that reflects the shipment will go out today, then consistent with past behavior, the email will be sent today. However, if you are creating a shipping label today that reflects the shipment will go in three days, the email will be sent three days from now instead of today.

Batch Processing Shipped/Sent/Ready Email Triggers: When batch processing, the Shipped/Sent/Ready (SSR) date field automatically populates with today’s date, but this can be modified by the user. Now, if the SSR Date is the current date or a past date, the corresponding e-mail to the customer is sent immediately. If a future date is used, the e-mail is scheduled to be sent early in the morning of that future date.

Individual Orders Marked as Shipped/Sent/Ready Email Triggers: When Ship orders which are marked as Shipped in the OMS (editing the order, or via Excel import), the fill date dictates when the Shipped email is sent. When Gift Certificate orders are marked as Shipped in the OMS, the Sent date dictates when the Gift Certificate email is sent to the Recipient. The ability to schedule a Ready E-Mail for a future date is a feature unique to Batch Processing. Orders marked as Shipped or Sent via XML tools will also be scheduled appropriately.

Order Changes and Cancellations: If an order is modified (change in products, payment method, address, etc.) or canceled, or if the email design changes after the order is marked as shipped or ready, but before the corresponding email is sent, the email will automatically adjust as appropriate.

Viewing Scheduled Emails: The Customer Emails window (from the Order Detail screen) will report scheduled emails.

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5/15/2018 -- Search Enhancements for Identifying Customers and Orders

To facilitate faster order creation and order processing, we've added two new search options to your Order Management Systems. When using the Orders / Advanced Search / Order Search, Customer Number has been added to the search options. Customer Phone Number has also been added to the Customer Identification options when placing internal orders through the OMS.

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5/15/2018 -- Enhanced Email Module (Phase 2)

The Updates Email has been added to Nexternal's new Enhanced Email module. Like the other emails included in this module, clients now have the ability to customize the contents of the Updates Email via a separate template in the Enhanced Email Layout section.

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5/1/2018 -- On Hand Inventory Added to Product Reports

Users of our premium Enhanced Inventory module will notice a new On Hand Inventory column has been added to our existing Product Reports to facilitate inventory management. The Available Inventory column continues to display alongside the new column. Impacted reports include the Product Report, SKU Report, and Selective SKU Report.

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4/24/2018 -- Pickup Location Display in Engage

Users of our Engage application may now see the pickup location for each “Ready” order by searching for the order, clicking on the order, and selecting “Ready for Pickup”. This is particularly useful for clients with multiple locations who are offering the convenience of an in-person pickup for online orders.

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4/24/2018 -- Refreshed OMS User Interface

As a result of user feedback and our continued commitment to improving our product, we have updated the look and feel of the OMS user interface and OMS login pages. The updated design is consistent with other products in the TrueCommerce portfolio. We are dedicated to making ongoing usability enhancements to improve the user experience as we drive the product forward.

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3/23/2018 -- CartStack Cart Abandonment Integration

We have a new partnership with a CartStack, a leading cart abandonment solution provider. Beta customers have been extremely pleased with the simple setup process, CartStack's responsive support team, and most importantly, with their results. View the listing in the Nexternal App Store for more information. https://appmarket.nexternal.net/cartstack-cart-abandonment-p129.aspx

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1/30/2018 -- Enhanced Emails Beta (Phase 1)

Nexternal's new Enhanced Email module allows for much greater flexibility in formatting emails sent to customers than is available in the standard email system. The contents of each email and subject line in the module are driven by customizable templates. Emails included in the new module include the Order Confirmation Email, Shipped/Sent Email, Ready for Pickup Email, Pending Order Confirmation Email (used in Custom Quotes or Member Choice Wine Club Orders), Order Cancelled Email, and the Gift Certificate Recipient Notification Email. The new system provides customizable text, subject lines, content, fonts, colors, etc.) and a user-friendly image insert function. In addition, it consolidates email controls in one section of the OMS and eliminates the need for email addendums from settings section.

The Enhanced Email module can be activated by navigating to Layout / Enhanced Email / Templates. Email templates should be customized and tested before going live. First, review and customize the default text on each email, and save your work on each email. Use the Preview button and/or the Test button for testing. For efficiency, a Shared Header/Footer needs to only be configured once and is used across all Enhanced Emails. The Keyword Dictionary in the bottom right corner offers an extensive list of personalization terms that can be used. If you currently use any email addendums (currently in Settings / Policies, Addenda and Disclaimers) and wish to continue using this content in your emails, move the contents into the proper email in the new module. Limited invoice table controls are available under Enhanced Email / Settings. To activate, click the Use Enhanced Email (Beta).

Additional notes: All email styling (Enhanced or Regular) is controlled per layout. Use of the Enhanced Email module versus the Regular Email module is also controlled in this manner. Our product roadmap includes adding more emails to this module.

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1/30/2018 -- Square Location Security Setting

Users of our Engage iPad application who are processing orders with Square will have an increased level of security by the addition of a Location setting (within the Processing section). This new field will pre-populate with the locations configured within the merchant's Square account. Select a location from the dropdown to complete the Square processing configuration. If more only one location is available, it will be selected by default.

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1/30/2018 -- Order Tagging

Clients now have the ability to add one or more custom tags to Nexternal orders. These tags may be used to identify segments of orders for targeted activities (such as batch tagging and bulk order tagging) and reporting. Tags may be added when: creating an internal order, batch processing, creating bulk orders, and creating new orders using the New Order Import. Tags may be added and modified when: editing an order, or updating orders with the Order Update Import. Tags may be exported to Excel using our Order Export. If using our API, you may add tags to orders, query for orders, and view tags using the XML tools. You may search for orders with tags using the Advanced Order Search Operation (Orders / Advanced Search/Sort). To add a tag, type in the box provided and click enter. Click X to remove a tag

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1/30/2018 -- Consolidated Packing Slip & Laser Shipping Label

The Laser Shipping Label template was modified to incorporate a complete packing slip on half of the page, and the shipping label on the second half of the page. Special paper may be used to support peel and stick shipping labels (see https://www.nexternal.com/ecommerce/knowledge-base.asp?Answer=8940). Time-saving and reduces potential for human error when fulfilling orders in large batches because packing slips don't need to be manually matched with labels. This new format replaces our current laser shipping labels print template, but does not replace the existing packing slips (which can still be printed independently of shipping labels). The contents of the new Consolidated Packing Slip continue to follow the same configuration settings rules as independent packing slips (Settings / Site Options / Packing Slips). Note that your browser printing settings control the presence or absence of headers, footers, and will override default sizing (as before with lasers).

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1/30/2018 -- Storefront Modifications for Pending Orders

Multiple revisions were made to the customer-facing Pending Orders page (in My Account section) for a more user-friendly experience.

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11/1/2017 -- FedEx Freight Real Time Rates

Clients using FedEx may now pull Real Time Rates into their stores for two new freight shipping methods: FedEx Freight Economy and FedEx Freight Priority. These new options are available in Settings / Shipping, and activation and setup is similar to that of other shipping methods currently available in the Order Management System. When activating this option, a freight class must also be indicated in Settings / Compatible Software / Online Shipping Tools / Preferences / FedEx Rates / Freight Class.

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10/24/2017 -- New Training Center in the OMS

A link to a new Training Center has been added to your Order Management System, where you will find training videos, setup guides, best practices documents, tutorials, and other helpful documentation for running your business with the Nexternal system.

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10/24/2017 -- New Order Import

You may now import new orders into your Order Management System via uploading an Excel file in Orders / Imports / New Order Import. This is an efficient way to place orders that contain many ship-to addresses within a single order, such as corporate holiday gift orders.

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10/16/2017 -- JNLP Thermal Printing Option

Our new thermal printing option uses Java Network Launch Protocol (JNLP). JNLP does not rely on use of Java in the browser. Instead, it launches the printing applet on the client desktop. Clients will still need to download & use Java. This option can be activated by visiting Settings / Compatible Software / Online Shipping tools / Preferences / UPS, FedEx, Endicia, and GSO Shipping and populating the proper syntax into the Thermal Printer Port field, as well as checking Use JNLP box. See this video for detailed setup instructions. Thermal Printing Setup Video

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10/16/2017 -- Streamlined Amazon Integration

Clients wishing to integrate their Nexternal systems with their Amazon accounts can now activate this option faster than ever. By taking a few moments to connect the two systems, and then completing the fields in the Amazon section of the Order Management System (Settings / Compatible Software / Amazon Marketplace), and finally, by setting up the proper Amazon SKU matching, clients can import Amazon Marketplace and FBA orders into the Order Management System, and even pass product inventory updates to Amazon. Step by step instructions are available in this guide Amazon Setup Guide for Existing Clients

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10/16/2017 -- Google Analytics Enhanced Ecommerce Integration

Integration with Google Analytics' Enhanced Ecommerce Plug-in enables a range of interactions to be tracked, including product impressions, product clicks, add to carts, and progress through the checkout process. Clients may activate the plugin by visiting Settings / Policies, Addenda and Disclaimers / Tracking Code and entering their Analytics account number. The Enhanced Ecommerce plugin is not available to clients using a legacy version of analytics in their stores; the current .js version must be used. Clients will also need to activate Ecommerce tracking from within the Google Analytics portal to take advantage of the Enhanced ECommerce Data. Instructions on activating Ecommerce Tracking may be found at Ecommerce Tracking Setup . Four trackable checkout funnel steps were built into the integration: The Login Page, New Customer Register Page, Ship-to/Bill-to Page, and Final Invoice Page. These may be labeled via the analytics portal (see the Checkout Funnel Configuration section of this page Enhanced Ecommerce Setup.)

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10/16/2017 -- Loyalty Point Import

Use the Loyalty Point Import (Customers / Import / Loyalty Point Import) to grant Loyalty points to existing customer records in the OMS. Simply specify a customer identifier (customer number, email, or name) in order to find a match to an existing customer, enter the number of points you wish to grand, and add an optional note regarding the granted points.

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10/16/2017 -- Upgraded Excel Export/Import Formats

All Excel exports and imports available in the Order Management System have been upgraded from .xls to .xlsx format. Some key features of the new format include increased efficiency and data storage capability within a single file.

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10/16/2017 -- Order Search by Shipper

In the Order Management System, under Orders / Advanced Search / Order Search, three new options exist under Shipping Method: All FedEx, All UPS, and All USPS. These new options increase efficiency by combining what was previously a multi-step process of searching for all shipping methods offered by a carrier, into one simple search. Searches may be refined further by additional fields in the Advanced Search. When results are returned, they may be exported into various formats (Orders / Export / Results of Current Order Search) or used for targeted reports (Orders / Reports / Results of Current Search).

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10/16/2017 -- Convert Pickup order to Ship Order

When an order is originally placed as a Pickup order, but later the need arises to ship it, our new feature will streamline this process. There will be a "Convert to Ship" button visible above the line items on the Order Detail Screen. Clicking the button takes the user to a single screen where he or she can select a shipping address, shipping method, shipping rate, tax rate, and customize an automated email to be sent to the customer. Upon submitting the page, the order is converted to a ship order while maintaining its original order number, the outstanding balance is charged (or refunded), the email is sent to the customer (optionally).

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7/18/2017 -- Barcode Scanning in Engage

Clients using the Engage mobile Point of Sale application may now connect a compatible laser bluetooth barcode scanner and scan items automatically into the cart. Click Tap Here to Scan Barcodes link at the top of the cart to enable scanning. Scan each product one by one, and tap Ok to complete scanning.

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7/11/2017 -- Quick Product SKU Search

A SKU search box has been added on the initial product list screen of the Products section of the Order Management System, eliminating extra clicks to perform a search by SKU.

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6/6/2017 -- Product Status Messaging in mPOS

Backorder, Preorder, Unavailable and Sold Out Messages have been added to the mobile Point of Sale application, arming cashiers with important information for customers making a purchase.

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6/6/2017 -- Two New Automatic Add to Cart Options: Flexible Lock and Locked to Trigger

With the Locked to Trigger option, when the trigger condition is met, the product is added to the Shopping Cart only in sufficient quantity to bring the total quantity in the cart up to the Automatic Add Quantity. Reducing the trigger item(s) will automatically reduce or remove the added item(s). The only way to remove the added item(s) would be to remove the Trigger Condition. If the added item is visible to the shopper (based on visibility settings), the shopper is permitted to increase the quantity of the added product as desired. If the added item is not visible to the shopper, the shopper may not increase its quantity. Flexible Lock option is nearly identical to the Locked to Trigger option. However, unlike the Locked to Trigger option, the shopper may reduce or remove the added item with no impact on the trigger item. An example would be a free sample with purchase, where the customer is permitted to decline the sample.

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6/6/2017 -- Loyalty Points Total and Points Value in Mail Wizard

When sending bulk emails, clients may now remind customers of their current balances of Loyalty Points and Loyalty Point Values. These two items are now among the available Personalization terms in the Mail Wizard.

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5/16/2017 -- Detailed Line Item Discount Visibility in Engage

Clients using our Mobile Point of Sale application can now see details of the discounts that have been applied to products in the cart. Discounts which are applied to each product at the line item level are broken down into two buckets which appear in the cart below the applicable products: Cashier Discount and Seller Discount. Cashier Discount displays if the cashier adds a discount to the product from within the POS application. If there are price adjustments to the base price of the product coming from your Order Management System (such as sale pricing, volume pricing, or customer based pricing), these will display as Seller Discount. Discounts applied to the entire order continue to be a separate line item below the subtotal called Order Discounts. Other discounts (such as category discounts or customer discounts) appear as Other Discounts. Total savings are reflected at the bottom of the order.

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5/2/2017 -- Improved SKU Navigation in Product Pages

Clients with multiple pages of SKUs for the same product now have a page ticker available on each SKU page for smoother navigation. This allows the user to jump between pages without having to proceed sequentially.

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5/2/2017 -- Order Export Includes User

By default, the Order export (under Orders / Export / Excel now includes a column to identify the user that the order was placed with. The column exists on both the line item and order sheets.

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5/2/2017 -- Search Orders by User

In Orders / Advanced Search / Order Search, clients may now search for orders based on which OMS user placed the order. As with other order search options, this allows for additional reporting and exporting orders based on user the order was placed by.

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5/2/2017 -- Customer Search by Total Loyalty Points

Clients using the premium Loyalty feature may now search for customers based on the total number of loyalty points in their accounts. Go to Customers / Advanced Search / Customer Search and enter the number of loyalty points desired as a range.

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5/2/2017 -- Loyalty Points Export

When generating a customer export, clients using our Loyalty feature may now include in the export the number of total loyalty points that exist in each customer record. To include loyalty points, in Customers / Exports / Preferences, select Include Loyalty Points before generating your export.

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4/7/2017 -- Add & Modify Customer Activities

Clients using the Engage Point of Sale Application now have the ability to add and modify customer activities in the application.

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1/10/2017 -- Token-Only Operations Available for Bridgepay Payment Gateway Users

Nexternal now supports token-only operations for BridgePay. Tokens provide the ultimate form of security for your customers' credit cards because the numbers are never stored in Nexternal's database. Using tokens only can be enabled under Settings/Compatible Software/Payment Gateways/BridgePay/Use Tokenization Only. Please keep in mind that by enabling token-only operation, there are several implications to your processes. 1) The token only option will not work if you’re using an integration that requires credit card numbers. 2) If initially enabled and at a later date you decide to switch payment gateways, the stored tokens will not apply and therefore you will not have credit card numbers.

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4/27/2016 -- Microworks Integration

An automated data connector is now available that integrates Nexternal and Microworks 4.2 Sales Management Software. Customer data flows bi-directionally between Nexternal and Microworks keeping your most important data in sync at all times. For example, if a wine club member is created in Nexternal or Microworks, that data is reflected in the other system. Order data also now automatically flows from Nexternal into Microworks providing you a complete purchasing profile within Microworks Point of Sale. For more information about installing this connector, please contact Microworks.

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