|
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. |
