|
Feature
Enhancement
|
Version |
Description
|
|
Inventory Over Max Levels
Report |
65C.2 |
Added
a new report Reports >
Standard Reports > Inventory
Reports > 13. Inventory
Over Max Levels that provides
a listing of all inventory
items that are in stock at
a level greater than the set
maximum desired stock level.
This report is used to locate
over stocked items that are
on reorder points. |
| Purchase
Order Viewing and Tag Printing
for Remote Locations in a
Centralized Multi-Store Batch |
65C.2 |
For
locations running a Centralized
Batch, the program has
been modified to allow Remote
locations to view the current
list of outstanding purchase
orders sent by the Central
location. The purpose
of this new feature is to
allow remote locations to
print out their own tags
for current outstanding
PO's that are for their
location. An option is also
provided to print a hard
copy of a PO.
Note:
If you do not have multiple
locations or are running
a de-centralized batch
process, this feature does
not apply to you.
|
| Modified
the Add UPC Numbers Function
of the Vendor Catalog |
65C.2 |
The
Add UPC Numbers function (located
in Maint > F2-VendorCatalog
> Update Master Inventory
> Add UPC Numbers)
has been modified to continue
the add UPC process even if
a UPC bar-code is found to
already be in use for another
item (i.e. duplicate UPC code).
The duplicate UPC barcode
is skipped and and the process
continues with the next item.
In all previous versions,
the process terminates after
encountering a duplicate UPC. |
| New
Feature Bug Fix |
63C.2 |
Corrected
an error to prevent inventory
items assigned an inventory
code that is set to 'do
not allow ordering'
from being automatically ordered
when placed on a special order. |
| New
Feature Bug Fix |
63C.2 |
Fixed
an error adding tags to the
tag queue when adding them
from a PO. If an item was
removed from a PO, the quantity
ordered is zero. A zero quantity
in the tag queue would cause
the tag printing procedure
to break. |
| New
Feature Bug Fix |
63C.2 |
An
error in the Open Specials
Report was recognized
and corrected. |
| Support
for Larger Shipping Labels
Added |
60C.2 |
The
program
will now support printing
on larger
shipping labels. Standard
US Postal Service mailing
labels of size 4 1/2"(height)
x 5"(width) may now be
used to print shipping labels
on a dot matrix printer. To
enable the feature, add the
line shiplabel=big to
the Uniform.ini file
located in the Uniform Folder
on your computer. |
| New
Feature Bug Fix |
60C.2 |
An
error with using Drop Ship
ID for creating PO's was recognized
and corrected. PO's created
using this method were only
bringing in the first item
with the selected Drop Ship
Id. All items with a selected
Drop Ship Id are now brought
into the PO. |
| Store
Transfers |
59C.2 |
The
ability to create transfers
has been added as part of
the physical inventory module.
Start by scanning the inventory
items to transfer into Scan
"Stock" Inventory.
Once all items are scanned,
close the physical item form
and return to the physical
inventory table. From the
table, select the F2 -Transfer
button located at the bottom
of the screen. After pressing
the button the transfer screen
appears (show
me). To complete the store
transfer, select transfer,
enter the number of the store
the merchandise is coming
from and enter the store number
of the store to transfer to.
After you have entered the
required information, print
and post the transfer list
and clear the physical count*.
*Scanned item will remain
in physical inventory until
the count is cleared. You
will need to clear the count
to perform a new transfer
or take a physical count.
Once the count has been cleared,
you can NO LONGER view the
items transferred. Make
sure and print a hard copy
before you clear the count.
**Transfers are for mulit-store
systems only. If you are running
a CENTRALIZED batch, ALL transfers
MUST be performed at the CENTRAL
location. If you are running
a DECENTRALIZED batch, transfers
only affect the inventory
levels of the store performing
the transfer (I.E. inventory
can be transferred out of
your store, but the store
you are transferring to store
must perform their own transfer
in). |
| Scan
Merchandise into Inventory |
59C.2 |
The
transfer feature may also
be used to scan merchandise
into stock for a store, rather
than creating a receiving
list. After scanning
the desired merchandise press
the F2-Transfer button. The
transfer screen will appear
(show
me). Rather than selecting
the transfer action, select
the 'Add to Inventory' action.
You will be required to enter
the number of the store to
which you are adding inventory.
After you have entered the
required information, print
and post the items to add
to inventory*.
*Scanned item will remain
in physical inventory until
the count is cleared. You
will need to clear the count
to perform a new transfer
or take a physical count.
Once the count has been cleared,
you can NO LONGER view the
items scanned into inventory.
Make
sure and print a hard copy
before you clear the count. |
| Scan
Merchandise out of Inventory |
59C.2 |
The
transfer feature may also
be used to scan merchandise
out of stock for a selected
store After scanning the desired
merchandise press the F2-Transfer
button. The transfer screen
will appear (show
me). Rather than selecting
the transfer action, select
the 'Subtract from Inventory'
action. You will be required
to enter the number of the
store to which you are subtracting
inventory. After you have
entered the required information,
print and post the items to
subtract to inventory*.
*Scanned item will remain
in physical inventory until
the count is cleared. You
will need to clear the count
to perform a new transfer
or take a physical count.
Once the count has been cleared,
you can NO LONGER view the
items scanned out of inventory.
Make
sure and print a hard copy
before you clear the count. |
| Multiple
Tag Copies |
58C.2 |
It
is possible to print multiple
copies of tags in the TagQueue
by adding the line TagCopies=Number
of Tags to the Uniform INI
file. |
| Alternate
Vendor Store Account Numbers |
58C.2 |
If
your running decentralized
multi-store operations, you
may need the ability to enter
a store account number for
each vendor at each location.
You can now accomplish this
by adding the VendorCode=AccountNumber
to the Uniform INI file. |
| Limit
Stores When Automatically
Creating PO's |
58C.2 |
You
can now add the INI file setting
(AutoCreate=1, 3, 4)
where 1, 3, and 4 are the
stores that you want to limit
creating purchase orders for
during the AutoCreate process
for all stores. Add the line
AutoCreate to the UNIFORM.INI
file and list the store numbers
to include separated by commas.
This feature will most likely
be used only by multiple stores
operating in a decentralized
manner. |
| Removed
Prices when using Print Order
Detail |
58C.2 |
Stopped
the program from printing
the retail and extended price
when printing the items remaining
from the original order below
the actual items on the sales
invoice. Some store customers
were confused with the total
on the invoice. |
| Ability
to Print Invoice Detail on
Hospital Sales Report Added |
58C.2 |
Added
the ability to print the detail
for the hospital sales report.
The report sorts by payment
category and prints each invoice
for the category with the
invoice total and the amount
paid by the current category.
It also lists the customer's
name. |
| Ability
to Add Finance Charges to
Invoices with Balances Added |
58C.2 |
Added
the ability to assess a finance
charge to invoices with a
balance. Under the A/R screen
F3-Finance Charge will allow
you to enter a date and a
percentage amount. The process
will total the invoices and
create an invoice for the
A/R balance before the date
specified (Credits are subtracted
from the balance before the
charge is calculated). |
| Disable
Rebuild of Inventory Files
During the Month-End Process |
58C.2 |
Added
the ability to turn off the
option to build the inventory
files during the month end.
Add MONTHBUILD=OFF to the
INI file and it will skip
this part. May help someone
who XTraces during the rebuild
of an inventory file since
the Month-End does an integrity
check. |
| Ship
to Address for PO's Added |
58C.2 |
Added
the ability to put a ship
to address on a purchase order.
The ship to will print on
the fax cover page and the
actual PO. Also added the
ability to add a drop ship
signal for orders. If you
enter an Order with DS as
the first 2 letters of the
PO field, the AutoCreate function
will create all of the PO's
including drop ships separated
by vendor. |
| Hospital
Sales Report Added |
58C.2 |
Added
a new report to the sales
reports. The name of the report
is HOSPITAL SALES REPORT and
is run for a range of dates
and one store only. The report
totals all sales and special
orders (counting them as sales).
Balances on Orders are considered
a payroll if the account is
assigned to the master and
there is a balance. Other
balances are considered an
invoice to the hospital. The
report provides a cumulative
total for both sales and orders
run through the system. For
a true reflection of the master
accounts info, run an account
statement or invoice summary.
|
| Memory
Issue on older PC's (486 or
older) |
53C.2 |
Version
55C.2 fixes a potential memory
problem that some older machines
(486 and older) might experience
while running version 53C.2.
The memory problem involved
receiving an XTRACE error
when printing sales invoices.
This procedure has been modified
to lower the memory requirements
of the procedure eliminating
the XTRACE error on these
machines. |
| Account
Payment |
53C.2 |
You
can now enter a single payment
for an account and have the
amounts automatically applied
to invoices with balances.
The option is found under
open invoices or sales invoices
for charge accounts. If there
are credits available, they
can also be applied with this
option. Press F3-Acct Payment
and enter the payment or apply
credits. The process creates
an individual payment on each
invoice that you can view
by selecting an invoice and
pressing F5-Payment. |
| Add
Special Order Items to a sales
Invoice |
53C.2 |
You
can now enter special order
items on a regular sales invoice.
This feature will let you
enter one transaction for
a customer that is buying
some items and ordering others.
A Sale Type of 3 designates
an item as a special order
item (where 1=Purchase, 2=Return,
3=Order) on a Sales Invoice.
Simply enter each item that
the customer will be ordering
with a Sale Type of 3. When
Sale is complete, the program
will remove the special order
items originally on the Sales
Invoice and put them on a
new Special Order Invoice.
It will then change the original
Sales Invoice to not include
the special order items. Using
this method does require that
all items including the special
order items be paid for in
full. All moneys are handled
exactly as they always have
been. Any money received for
special order items will be
a deposit. Just keep in-mind
that the single transaction
that you create with items
for purchase and items for
order, will be turned into
two invoices - one Sales invoice
and one Special Order Invoice. |
| Amount
Tendered |
53C.2 |
The
amount tendered is now printed
on Sales Invoices when there
is not a balance remaining
on the invoice. Store Charges,
Special Orders, Layaways,
and Gift Certificates do not
print the amount tendered
since they reflect the amount
deposited and the invoice
balance. The amount tendered
is always equal to the total
amount received (All amounts
paid plus any deposit). |
| Quick
Customer Entry |
53C.2 |
It
is now possible to press 1
button and add a new customer
on the sales invoice screen.
Press F8 and the customer
form is displayed ready to
add a new customer. Enter
the customer's information,
select OK, and the customer
is added to your customer
list and your invoice. |
| Refund
by Gift Certificate |
53C.2 |
If
your store does not give cash
refunds for returns, you can
now create a gift certificate
automatically when you return
merchandise for a customer.
After creating an invoice
with a negative balance, enter
"1" Payment Method and the
Paid By "5" (Gift Certificate).
The program will create a
cash refund for the current
Invoice, then it will automatically
create a Gift Certificate
for the customer on the original
invoice. Both the original
refund and the Gift Certificate
purchase are handled as a
cash transaction which creates
a zero cash flow for the total
of the two transactions. |
| Automatically
Add Shipping Charges |
53C.2 |
If
your business ships the majority
of its specials orders, you
can utilize a new option that
will automatically add a shipping
charge to each invoice with
special order items. Just
add the setting ADDSHIP=SPECIALS
to the UNIFORM.INI file and
the program will automatically
add the shipping item number
you setup under your store
default information. |
| Print
Sub-Accounts Address |
53C.2 |
If
you want your invoices to
print the sub-accounts address
information on invoices instead
of the Master Accounts, add
the line ADDRESS=SOLDTO to
the UNIFORM.INI file. |
| ICVerify
Receipts |
53C.2 |
The
program now prints the credit
card authorization form for
credit cards when they are
approved by ICVerify. Use
the INI setting CCOPIES=1
to activate this option. Don't
forget, we will need to set
ICVerify so that it does not
print a receipt. |
| Ask
to Print Invoice |
53C.2 |
If
you do not want to print an
invoice each time a new one
is created, set ASKINVOICE=YES
in the INI file. The program
will then prompt you before
printing. |
| Invoice
Copies |
53C.2 |
If
you are using a Laser or Inkjet
printer to print your invoices
at the POS, you may want to
have more than one copy printed
automatically. Set ICOPIES=2
(or any number above 1) to
enable multiple copies of
an invoice to be printed. |
| Print
All Orders |
53C.2 |
There
is a new option which enables
you to print all special orders
for a range of dates. Simply
go to the open special orders
screen, Press Ctrl-F9, enter
the desired date range and
the program will print all
of the orders for that date
range. |
| Include
Specials on Statements and
Invoice Summary's |
53C.2 |
The
Single Account Statement now
allows you to include special
orders on the statement. The
special orders print last
on the Account Statement or
Invoice Summary and print
a heading indicating that
the invoices are special orders.
All other features of the
report are the same. Tip:
If you receive a single payment
for the balance of all invoices
and special orders, use the
Account Payment option to
receive the payment. If your
payment is more than the current
invoice balance, a credit
will remain on one invoice.
After closing the specials
orders, use the Account Payment
option to apply the credit
to the newly created invoices.
|
| Auto-Assign
Master Account (Hospital Sales) |
53C.2 |
If
you are doing hospital sales
where every customer is a
sub-account of a master, we
have a great new feature for
you. You can now set the program
to automatically set new customers
to a master account. To activate
this option, go to your store
account list and highlight
the desired master account,
Press Ctrl-F6. Each new customer
will now be assigned to this
master account. To deactivate
this option, Press Ctrl-F7
while highlighting any customer
on the store account list.
Please note that this feature
must be activated and deactivated
for each computer. |
| Auto-Assign
Tax Rate to All Sales (Hospital
Sales) |
53C.2 |
If
you are doing hospital sales
and you want each sale to
use an alternate tax rate
without having to assign the
tax rate to a customer, you
can easily do it with this
new feature. To activate this
option, go to your alternate
tax rate list and highlight
the desired tax rate, Press
Ctrl-F6. Each sale will now
be assigned to this tax rate.
To deactivate this option,
Press Ctrl-F7 while highlighting
any tax rate on the alternate
tax rate list. Please note
that this feature must be
activated and deactivated
for each computer. |
