Product Update, September 2019

Spring has sprung and so has this month’s update! We’ve got even more updates coming, but here’s a look at what we have released this week

New Features

Custom offline payment types
You can now specify offline payment types in Troly. Visit the Offline Payments add-on to start creating.

Once a single payment is recorded against this offline payment type, it cannot be removed. At present, the POS and Troly WordPress plugin do not support these new custom types.

New Email Template – Shipment In Transit
Send emails to your customers when a shipment is currently in transit with the carrier.

New Email Template – Out for Delivery
Send emails to your customers when a shipment has reached the final stage of delivery – being on board with the driver.


Better status filters and shipping information
We’ve made some tweaks to the layout of the status filter dropdown on the Operations section of the platform. For shipments, you can now check the following statuses:

Waiting to be collectedThe shipment has 1 or more parcels that the customer needs to pick up
In-transitThe shipment is moving through the carrier’s systems
Out for deliveryTroly has been advised that the shipment is now on-board with the driver for delivery
RedirectedThe carrier was required to send the parcel elsewhere – by customer or carrier direction
DeliveredThe shipment is now with the customer

We’ve also added two new status filters to help flag those shipments that have not moved or received any updates

Shipments not DeliveredDisplay shipments not yet marked by the carrier as “delivered”
Shipments not UpdatedDisplay shipments that have been dispatched, not marked delivered for more than 5 calendar days.

Finally, we now show the Dispatched At dates and times for shipments so you can know the precise date you, or another staff member, dispatched a shipment.

Reconciliations and Bank Transfers

If you use our Troly Group Payment gateway, it has always been that you may receive two transfers for a single day.

From today, Troly will reconcile just after midnight, in your local timezone, and now show a single bank transfer for a given day. This means we can ensure that late-night payments are accounted for and your bank reconciliations will have one transfer amount to verify.

Thanks to everyone who has provided us feedback on this topic!

Tasting Experience

The “Pickup” option on the Tasting Experience confirmation page now reads “Click and collect” with address details for your customers to pickup.


The “Customer Bounced SMS” template now saves correctly

Product Update, August 2019

We’ve released a few updates this month for you, to improve your Troly experience.


  • Customer Import and Export now supports the following fields:
    • Date of Birth (DOB)
    • Membership hold date
    • Preferences
    • Custom tags
    • “Subscribed to Newsletter” status
  • Activity Summary email can now send “Daily Takings”
    • This table comes from the End of Period report
  • Shipping errors are now returned and shown from the carrier.
    • These will appear as a “Shipping error” on the Order edit page
  • Stripe will now use the latest version of the API


Membership numbers have now been fixed to correctly increment. If you had duplicate membership numbers, we’ve already fixed this data for you.

As a refresh, here are just some of the supported membership numbers Troly now allows:

Old ValueNew Value

If you use your membership number field to link to an external system, Troly will increment the right-most set of numbers (must be at least 2 digits present).

Product Update #2, July 2019

We’ve improved Troly for you this week, bringing many improvements to the platform.

New Features

  • Send SMS to a warehouse, sales, or admin staff when orders have been packed in Troly
    1. Review the template to make sure it works for your company
    2. Turn on SMS messages in the Activity Summary add-on
  • For non-admin users, you can enable them as a “warehouse” staff member to let them get notices about orders needing packing without giving them access to Troly. Send a message to the team to enable this for specific staff members


  • Added “First delivery date” to the New Member email template
  • Ability to filter by packed and labeled pick-up orders: Once an order has been packed or labeled, we will show this in the Pick-ups list.
  • Rich-formatting for product description or tasting note fields has been turned off to avoid issues with labels not generating correctly or your website showing incorrect formatting.
  • Product tags can now be enabled to show on the Tasting Experience
  • “New Order” and “New Shipment” Activity Feed items will now show who created the order/shipment
  • Renamed casecontent to ordercontent in email templates to clarify what Troly will put in said emails
  • When adding a new customer, if the email exists already, we will show an alert to let you know


  • The Birthday SMS field not allowing some personalization fields. Adding all fields from the drop-down will now work as expected