2019
New features, enhancements, and fixes released on the Swell platform in 2019.
November 2019
Customer export updated
When exporting customers from the Customer list page, it will now include additional fields for their default billing and shipping address.
October 2019
Customer billing edits
We've improved the way you edit and update customer billing information, giving you the ability to update the address on saved credit cards and to remove cards that the customer doesn't want to be attached to their account. To see the changes, go to a customer detail page and look on the right side.
Order payment method selection
You can now select any valid payment method when creating or editing an order. Previously it would only allow you to enter a credit card. In addition, we've improved the interface to make it easier to see and select a saved credit card within order payment and customer payment modals, and update a billing address as needed.
September 2019
Product options update
We've combined variants and custom options into a single, more intuitive interface on the product detail page. Notable changes include:
- Variant options and custom options are now just one concept: options
- You can now de-activate options without removing them
- New input types: Select, Toggle, Short text, Long text
- Toggle options can now be included with variants
- It's now easier to edit a large number of options and values
August 2019
Order item cancellation
You can now cancel individual order items without canceling an entire order. Before an order is Paid, you're able to simply edit items. With this change, after an order is marked Paid, an action to cancel items will become available. Canceled items will remain visible to admins on the order detail page.
Product search by variant SKUs
You can now find any product by searching for individual variant SKUs on the dashboard product list. The ability to search for products by their variant SKU values was considered a limitation before this change.
Affirm integration
You can now enable Affirm as a payment method to offer customers quick and easy financing at checkout. The Affirm integration works like other payment methods, using your existing settings related to payment authorization and capture. The order detail page allows you to easily charge and refund Affirm payments. Visit the Integrations settings under the Admin section to get started.
July 2019
Mailchimp integration
You can now connect your Swell account with Mailchimp in one click. With this integration enabled, customer emails are automatically synchronized with one of your Mailchimp audience lists.
June 2019
Avalara Avatax integration
We partnered with Avalara to offer real-time tax calculations at checkout for automated sales tax compliance. Once enabled, you'll see tax code fields on product and shipping views to fine-tune your setup.
Deleting test records
We've made it easier to delete test customers, orders, and subscriptions by adding a Delete button at the bottom of these pages. In an effort to help you avoid costly mistakes, as these actions can't be undone, you'll be prompted to enter a value to confirm your intent before deleting these records.
May 2019
Product category import
You can now import product categories along with other attributes. Under a column named Categories, list each category name separated by a new line. You can indicate nested categories by separating with a > character. Categories are automatically created or linked to existing ones by comparing without case, spacing or punctuation. Example below:
April 2019
Shift + click to bulk select products
You can now use shift + click to select any number of rows for bulk actions in products and other lists in the dashboard. This should enable you to make changes to many records at once much more easily.
Improved product import/export
We've made a couple of important changes to product import/export:
- Attributes are now identified by their own distinct column
- You can now import a subset of fields in any order
- You can now import attribute images the same as with other product images
Introducing real-time order webhooks
You can now enable a real-time webhook to be called when carts and orders calculate shipping or taxes. This allows you to create your own custom shipping and tax calculations or return other updates to the order, supporting a wide range of interesting use cases. Configure order webhooks in Settings > Webhooks.
This feature is available on the Swell Standard plan.
March 2019
Subscription with physical items to order workflow
We now support subscriptions with physical items to be fulfilled through orders, for a standard shipping workflow that occurs every time the subscription is charged. The product bundle_item field is used to define the items to be transferred to order in this case. Payment for these subscriptions is contained in the order so that refunds work the same way as if the customer had placed a regular order through checkout. A subscription will link to all its orders so you can easily keep track of everything.
Add attributes when creating a new product
When creating a product, you can now add attribute values before saving. Previously the attribute list was only available on the product edit page. This change should make it easier for the quick entry of new products that make use of required attributes.
February 2019
Parent category product counts include sub-categories
The product count you see on the category list in the dashboard will now include products in all sub-categories. This follows the most common behavior we see merchants use in stores, where viewing a parent category will typically display products from all sub-categories.
Navigation menus for custom stores
Navigation menus are now visible when you've enabled a custom storefront, where previously it was not visible in the dashboard. This is a useful way to allow admins to manage header, footer, and other menu content from the dashboard and have it rendered in a custom store.
Standard vs custom storefront
When first creating a storefront, we now prompt users to choose between Standard (hosted by us) and Custom (hosted by you). This should make it more clear that we have first-class support for custom stores. You're still able to change these settings any time under Storefront > Settings.
Product shipping dimensions
Now you can record product shipping dimensions with new fields to on the product model and shipping tab of the product view. We found this is information to be critical for certain shipping calculations. Note: these dimensions are not yet being passed to 3rd party carrier APIs (UPS, FedEx, etc), but we'll make that change in the near future.
Product cost tracking
There's now an option to enable the product cost field in the dashboard. Go to Settings > Products and toggle it on, then find the cost field alongside list and sale price fields in the product view. Soon we'll be adding related columns to reports to show gross and net profit margins.
Click to enlarge images
When hovering over an image on product and category pages, there's now a button to enlarge it for inspection. When uploading an image it is saved in the original size (up to 10MB), and automatically re-sized on the fly when displaying as a thumbnail in the dashboard or in a storefront. With this change, you can now you can see original images without any filter applied.
Product and category content re-organized
The description field on product and category pages has been moved under a section labeled Content in order to streamline editing by bringing related fields closer together. Additionally, new content fields were added to categories (page title, meta description).
One email to rule them all
Users can now be invited to join any number of Swell stores with a single account (i.e. a single email address). Previously it was necessary to set up different accounts with a unique email address like [email protected].
- Users can be invited with any email address (new or existing)
- Switch between stores under the top-left drop-down menu
- Permissions and notifications are relative to each store separately
January 2019
Subscription management features
There's now an array of features in the dashboard to manage subscriptions.
You can now create plans (subscription products), view active subscriptions and invoices, add and edit invoice line items, handle payments, and more.
Adding subscriptions to the cart
It's now possible to add subscriptions to the cart. When converted to an order, it will automatically create a recurring subscription based on the plan that was added to the cart. Previously, it was necessary to create a subscription separately from the standard checkout flow, but we heard from many users that in some cases it was more convenient to have it all together. Both methods for creating subscriptions are now supported.
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