Prepping for the switch to Ricochet 3.0

Part of the beauty of cloud-based systems is that they are always improving. As new tools come out, new hardware, new systems, and things become more commonplace, we also adapt the software to meet those needs. It’s this adaptability that allows Ricochet to synchronize with Mailchimp and Quickbooks, continuously add new features like new label sizes, and so much more. But part of that adaptation means that the software itself needs to change from time to time to continue to be relevant.

Ricochet 3.0 starts on a completely new platform.

It’s got almost all of the same functionality and patterns you have been using for years, just with a fresh new look and ton of changes behind the scenes that you will never notice. We know that any changes in habit can be a lot to handle, so we’ve created a quick guide of all our resources and recommendations to make the transition easier.

  1. Watch YouTube tutorials to see where all the major changes have occurred.

    Our YouTube Channel is constantly getting updates as new features get released. Stay up to date by subscribing to our channel or brushing up on the latest videos. This visual medium is a great way to familiarize yourself with any changes before they go live.

  2. See if there any new features that may be useful to your store.

    Since the initial announcement of 3.0 back in May of 2018, we’ve launched a lot of new features. They are scattered throughout our blog, but here are the top ones we recommend you check out. A few of these have been large launches and requests that we have been building for many months.

    1. Custom Name Fields
    2. Low-Stock Thresholds
    3. Quickbooks Integration
    4. Mailchimp Integration
    5. New Label Sizes
  3. Consider adding the web store to bring your inventory online.

    The web store also got a major overhaul with Ricochet 3.0. It’s easier than ever to synchronize your inventory online and market your inventory. At only an additional $39/month, book a free demo with our sales team and see if the web store is the right addition for your operations.

  4. Little changes that go a long way.

    Among the big changes, there are few little ones that have shifted and have simple fixes.

    • Update bookmarks – the URL structure of the software has changed on the back end, so if you bookmark your login page, go to your new login page at {your store name} and update the bookmarks
    • Update your email preferences – we frequently send out updates and changes to the software to admins via email. Make sure you don’t get caught by surprise and see what’s coming before it goes live.
  5. Consider your consignors.

    The consignor login has also been updated alongside 3.0. While this typically isn’t a huge deal, it is great to let your long-time consignors know that a change is coming and not to worry. You’re still using the same tools and they will have a quicker and better experience with even more features for them as well.

  6. Stay connected with social tools.

    We’ve mentioned that part of the update to 3.0 is that we are actively updating the software with new features. We always make sure to update all of our outbound resources with blogs and updated content, but it always goes to Facebook and emails first. If you want to be more involved and be the first to see when something is coming, following us on Facebook is the way to go.

  7. Utilize the new help center.

    The Ricochet Help Center got a major overhaul last winter. All of the articles have been more organized with more search capability and consistent updates as things change. Alongside YouTube videos, the Help Center should be your go-to for any time you get lost or confused.

Making change can be a pain, but it always works out in the long run.

We know that you have developed strong habits and chosen to stick around with us because the software is meeting your current needs. Whenever we make changes, we always make sure that we are considering both the direction of the industry and its upcoming needs, but also the needs and values that have kept the software running well for so long. Change sucks sometimes, but what is worse is never changing and growing obsolete.

As always, our phones are always open and we are more than willing to listen to your feedback and ideas. We are constantly shifting development priorities around as the software evolves and, who knows, you may spark a feature that we have completely overlooked.