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2.59I
Fixes
Multiple Stores with Polling
Active. Locations that performed
the fewest transactions would
suffer a decrease in performance
when saving transactions. This
was due to an inefficient algorythm
that has been corrected.
2.58I
New
Software Subscription Expirations.
Revised the program to enable
all Internet features and catalog
updates to work for 15 days
beyond the expiration date of
a Software Subscription.
FTP.
Revised FTP to no longer require
the Internet Server check.
2.58I
Fixes
Vendor List Report. This report
was printing the previous vendor's
address if the vendor's address
was blank.
Cash Drawer Shift Tracking.
The Shift In/Out was not saving
the seconds of the shift in/out.
This could result in an inaccurate
Close Out total.
Inventory Search. The inventory
search utility could fail if
there was not a vendor entered
in the criteria.
Export
Sales Detail. This export was
not formatting the date an item
was sold in a date format.
2.57I
New
Shipping Label Option. Added
the ability to print a shipping
label and format the label using
text only for Dot Matrix printers.
This enables the routine the
bypass XP printer drivers that
do not work properly.
Eltron Thermal Tag Label. Added
support for a 3.25" x 1.75"
pre-printed label and tag. This
price tag option does not print
the typical headings found on
other price tags.
Sales and Payment Manifest.
Added option to limit the reports
to totals that are negative.
Select the Options Tab on the
Report Criteria screen and select
the option to limit the report
to negative amounts.
2.56I
New
White Swan Direct EDI. A revision
was made to Direct EDI with
White Swan. Version 2.56 is
required to do Direct EDI with
White Swan.
2.55I
New
White Swan Direct EDI. White
Swan now supports Direct EDI.
To activate Direct EDI for White
Swan, go to List > Vendors >
and select White Swan. On the
Purchasing Tab, set Electronic
Ordering to White Swan. Contact
White Swan and make sure your
Direct EDI account is active.
2.55I
Fixes
Vendor Pricing Formula. Setting
Mixed Margin and Multiply pricing
formulas for a vendor did not
save correctly. Fixed Now.
2.54I
New
Sales
Manifest. This report can now
be limited to a "Sub-Account"
that "Billed" an invoice to
a third party. When entering
the report criteria, set the
customer to include and select
the option to "Bill Invoices
to a 3rd Party" on the Options
Tab.
Payment Manifest. This report
now lists the customer name
for an invoice when a single
payment is applied accross multiple
invoices and the invoice was
"Billed" to the customer making
the payment.
2.54I
Fixes
The
Account Summary and Collection
Report were asking for the vendor
to include. Fixed Now.
2.53I
Fixes
Inventory
List Vendor Selection. The flat
search button used to select
a vendor could cause a RTL GPF
(Internal 05 Error). This has
been fixed by making the button
a standard (not flat) push button.
Gift
Certificates could not be saved
without going through payment
entry if the customer was allowed
to Bill invoices. Fixed Now.
2.52I Fixes
Multi-Store Systems with Stores
that have no stock. The Inventory
List Reports were incorrectly
counting inventory for stores
that do not maintain an inventory.
The reports were including the
amounts for the store were stock
was being pulled. Fixed now.
Sales by Month was not limiting
the report to a customer if
one was entered. Fixed Now.
2.51I
Fixes
Printing
a PO required an invalid security
access setting. Fixed Now.
The
Sales by Month Report totaled
incorrectly when the report
was run for more than 1 year.
Fixed Now.
2.50I
Fixes
The
Invoice Summary Report was not
including all invoices for the
selected customer. Fixed now.
2.49I
New
Advance
Ship Notices (ASN's)
Shipments from Landau (Cherokee
coming soon) can be quickly
and easily received by scanning
the barcode found on the vendor's
shipping label of each carton
- provided the inventory items
you are receiving are assigned
a UPC barcode in your inventory
list.
To receive merchandise by scanning
a carton's barcode, you will
need to set up a Direct EDI
account with the vendor and
download shipment information
(ASN's) from the vendor's system
using the Internet.
To receive the Advance Ship
Notice information from the
vendor, select the F10-Get
ASN's button while on the
Receiving Lists screen and connected
to the Internet. The program
will check for any new advance
ship notices and download all
of the new shipment information.
Once shipment information has
been downloaded, you can see
the shipments, the number of
cartons, and the items in each
carton from the ASN List. To
view the ASN List, select F11-ASN
List from the Receiving Lists
screen.
To actually receive the merchandise
using the ASN information you
downloaded, simply select the
F3-Add ASN button while
creating a Purchase Order Receipt
and scan the carton's barcode,
or select the carton number
from the available list. Since
ASN information includes the
item, quantity, and the original
purchase order number, the original
purchase order will be accurately
updated.
Price
tags can be printed for each
carton and are sorted by carton
by selecting the option "Add
each item in a carton to the
tag queue (sorted by carton)"
on the Receive Cartons Form.
In order to use the Advance
Ship Notice features, you must
maintain a current software
subscription.
Inventory Search Utility
(Professional
and Enterprise Version)
The new inventory search utility
is a very powerful feature that
makes it easy to perform price
lookups and broad searches of
the entire inventory list.
With the Inventory Search Utility,
finding an item matching a partial
description or all in-stock
5XL pants is a breeze. The combinations
and options make it easy to
find almost anything in your
inventory.
Price lookups can be performed
by entering or scanning a barcode
number in the barcode field.
For broader searches of the
inventory, search criteria can
be entered and the utility can
find the inventory items matching
style or product numbers, colors
and color descriptions, sizes,
descriptions, detailed descriptions,
departments, codes, stock status,
discontinued status, cost and
retail ranges, and tax status.
The search can also be set to
only require a partial match
for the selected fields.
After the search is performed,
the items matching the search
criteria are displayed in an
easy to navigate tree diagram
- sorting the items by vendor,
style or product, color, size,
and store stock.
Once
a list of items is displayed,
the vendors, styles, products,
and stock levels on the list
can be updated if needed. The
results of the inventory search
can also be printed if desired.
Track Commissions by Salesperson
(Professional
and Enterprise Version)
You can now assign a salesperson
to each sales entry transaction
that is separate from the person
that entered the sale. If the
customer record has a salesman
assigned to it, the salesperson
will be automatically added
to Sales Entry. The Sales by
Salesperson report is used to
see the sales generated by a
salesperson listed on the Sales
Entry transaction.
First Name Locators
The Customer List now has a
first name locator field to
make it easier to find a customer
that has a common last name.
Sales Table Improvement
Displaying sales for a customer
billed to another account can
be much faster than before if
the main account has many sub-accounts.
Catalog Default Settings
for Each Vendor
You can now set a number
of default values for new items
copied from the Vendor Catalog.
These default settings can be
found on the Catalog Tab of
the Vendor Form after selecting
a vendor to update. Settings
that can be made are: department,
code, and tax options.
Update
Tax Settings for an Entire Vendor
Line
The tax settings for an entire
vendor product line can be made
from the Vendor List. With a
vendor highlighted, select
Edit > Set Tax Settings to
Catalog Default and all
of the items for the vendor
will have their tax setting
match the Catalog Tax defaults
found on the Vendor Form.
Product Authorizations
(Professional
and Enterprise Version)
It is possible to display a
message or require an authorization
for an item during Sales Entry
by activating an option for
the "Inventory Code" assigned
to an item. Inventory Codes
are use to help classify, regulate,
and set behavior for your inventory
items.
To set up a product authorization,
select Lists > Inventory
Standards, and select a
particular code to change. On
the Codes Form, select the Message
Tab and indicate whether
or not you want to display a
message or require an authorization
for an inventory item with the
Code. In addition to just displaying
a message, you can require an
authorization and a message
box will be displayed with the
message and "Yes", "No", and
"Cancel" buttons for the user
to select. If the user does
not select "Yes", the product
will not be added to the transaction.
Cycle Counts (Professional
and Enterprise Version)
Instead of taking a physical
inventory for the whole store,
a vendor, a department, or a
style, you can take a "cycle
count" of selected items.
A cycle count is used to only
update the in-stock quantities
of the items that you scan or
enter onto the physical inventory
list.
To perform a cycle count, select
Activities > Physical
Inventory and set the "Operation"
to Cycle Count. Before
you begin, you will want to
select F5-Clear List,
then just begin scanning. When
you are done, select F5-Update
and you will be able to update
the current in-stock quantity
of the items on the list with
the "scanned" quantity.
If you would like to print the
list, just select F9-Print
List. If you need to set
an item's in-stock level to
"zero", you will need
to add the item to the list
and make sure the "scanned"
quantity is zero.
Cash Drawer Shift Tracking
(Professional
& Enterprise Version)
Now you can hold your employees
accountable to the money count
in the cash drawer (if each
station has their own cash drawer).
At the start of a "shift",
you can check-in a cash drawer
and the program will track all
of the money that should be
in the drawer at the end of
the shift based on the payments
received during the shift. Cash
drawer shift tracking can be
setup so that: (1) only the
user that checks a cash drawer
"in" can use the program
for creating invoices or payments,
or (2) any employee can create
invoices and take payment despite
who checked the drawer in. If
you can limit one employee to
one cash drawer, you can hold
them completely accountable
for the money in the drawer
at the end of their shift.
If you have a cash drawer that
is opened by the program, the
cash drawer shift will track
how many times the cash drawer
was opened and how many times
it was opened to tender a payment.
To activate "cash drawer
shift tracking" for a particular
station, select Setup >
This Computer > Cash Drawer
Tab.
To "check-in"
a cash drawer and start a shift,
select Activities > Cash
Drawer Shift In/Out (Ctrl +
Z). To end a shift, select
the same option.
To "close out" a shift
and get the over or short total
for each type of payment, go
to the Cash Drawer Shift List
by selecting Lists > Cash
Drawer Shifts > Completed
Tab and select F10-Close
Shift. You will be prompted
to enter both the original money
count and the ending money count.
The program will calculate the
amount over and short for each
payment method included in the
count.
To include additional payments
in the closing shift's money
count, you will need to update
the Payment Method by selecting
Setup > Payment Methods
List. Select a payment method
to update and go to the Accounting
Tab to include the payment in
the cash drawer shift count.
Avery
5160 and 7159 (A4) Price Label
Support
You can now print price labels
using Avery 5160 and 7169 formats
for laser and inkjet printers.
The 5160 labels are 3"
x 1" with 30 labels per
sheet. The 7159 labels are 64mm
x 34mm with 24 labels per sheet
and are formatted for A4 paper.
A4 paper selections and labels
are available in all non-US
versions.
Print the Detailed Description
on Receipts and Invoices
If your inventory items have
a detailed description, you
can now print an item's detailed
description in place of the
short description on Laser,
Inkjet, and Receipt printers.
To print the detailed description,
select Setup > Stores
and select a store to update.
Go to the Messages Tab
and select the Receipt and
Invoice Printing Options
button. Next select the Layout
Tab and enable the option
to print the detailed description
for a receipt printer or for
a Laser/Inkjet printer.
Special
Order Reference Numbers on Price
Tags (Professional
and Enterprise Version)
If you elect to print price
tags for items received for
Special Orders, the actual special
order reference number will
print in place of the season
code. This feature has been
added to support Zebra, Eltron,
and Laser/Inkjet printed labels
and tags.
Easily Sort Special Orders
During Receiving (Professional
and Enterprise Version)
When you receive merchandise
by creating a Purchase Order
Receipt, every time you scan
an item intended for a special
order, the program will play
the standard "Ding"
then say "Special Order".
Purchase Order Receipt Printing
- New Options (Professional
and Enterprise Version)
When you select to print a Purchase
Order Receipt, you are presented
with the option to print the
list sorted by "Item",
"Customer", or "Store".
The "Item" copy prints
the list sorted by PO then item.
The "Customer" copy
prints the list grouped by customer
name then sorted by item. The
"Store" copy prints
the list grouped by store then
sorted by item.
Reprint Special Orders from
a PO Receipt (Professional
and Enterprise Version)
After creating a PO Receipt,
you can easily reprint the special
orders that have items that
were received on the PO Receipt.
From the Receiving Lists screen,
just select the F7-Print Specials
button. Each special order that
is printed will print the line
items from the PO Receipt in
bold with the quantity received
on the PO Receipt appended to
the item description.
Sales
Entry Shipping Costs (Professional
and Enterprise Version)
When a shipping method that
uses a rate calculation is added
to an invoice, the shipping
cost is only computed when the
shipping method is added. To
make it easy to recalculate
the shipping cost based on the
current invoice values, a calculate
button was added next to the
shipping cost.
Default PO for Customer
For customers that can Bill
invoices, you can now assign
a default PO number on the Billing
Tab of the Customer Form. The
default PO number will be automatically
assigned to the PO number on
a Sales Entry transaction when
the customer is selected.
Price Adjustments
You can now adjust costs and
retail prices using a value
with up to 4 decimal places.
Store Number "Hot Keys"
If your system has multiple
stores, the store number on
a list can be easily changed
by using the Ctrl + Arrow-UP
or Ctrl + Arrow-Down keys. This
makes keyboard navigation much
faster for looking up items
by store.
Month End Feature
The Month End Settings have
a new option that allows invoices
that have not been paid to be
deleted. This is useful for
stores that do not enter accounts
receivable payments and wish
to remove their older invoices.
To allow older invoices to be
deleted even if they have not
been paid, select Setup >
Month End Settings and uncheck
the option "Delete only
paid invoices".
Separate/Multiple Taxable
Rates Enhancements
The number of separate taxable
rates for an alternate tax/VAT
rate has been expanded to allow
up to 5 different taxable rates.
Each taxable rate can also set
a rate to 0.00% so the program
will track the purchases that
qualified for a Zero rate.
Prompts for selecting a specific
tax/VAT option now display the
name of the option. The Sales
Entry screen displays the current
tax/VAT rate for each line item
on an invoice when an alternate
tax/VAT rate with more that
one taxable rate is being used
to calculate tax/VAT for the
transaction.
The Setup Wizard now asks the
user if all items they sell
are taxed at the same rate or
different rates. If the user
selects different rates, they
are prompted to enter the required
information to define an alternate
tax/VAT rate for the store.
Canadian Localization
Support has been added to
make the software work better
in Canada. When Canada
is set to the country of operation:
(1) addresses forms now say
"Province" instead
of "State"; (2) the
actual tax rate charged to a
customer is displayed on each
line item in the Sales Entry
Screen when multiple tax rates
are used; (3) mailing labels
now print in all upper case
to meeting the mailing requirements
in Canada; and (4) A4 paper
support is available if needed.
To utilize these new features
specific to Canada, Canadian
users will need to set the country
on each workstation. To do this,
Select File > Country,
then set the country to Canada.
Canadian
Sales Tax
The provinces of Quebec and
Prince Edward Island require
their Provincial Sales Tax to
include the GST in the taxable
total. This is now possible
by using an Alternate Sales
Tax and selecting the option
"Rate B's taxable amount includes
the tax in Rate A".
VAT in the UK
When setting up an Alternate
VAT Rate with multiple taxable
options, you should set the
most common VAT rate to "Rate
A". The program will use
"Rate A" as the VAT
rate during Sales Entry when
an item does not have a specific
taxable option set.
If more that one VAT rate can
be selected during sales entry,
the program only allows one
VAT rate to be selected.
Muti-Store Ownership Functionality
Locations that transfer ownership
of a special order can now pull
items from stock and perform
other adjustment activities
before the special order's ownership
is transferred.
Report
Enhancements
New Report Criteria!
(Professional
and Enterprise Version)
Almost every report has been
greatly enhanced by the new
report criteria options. When
you select to run a report,
select the "More Options"
checkbox on the Report Criteria
Form and you will enable additional
inventory and report options
to be entered when applicable
for a particular report. With
these new options, reports can
be limited to include
selected stores, vendors, products
or styles, colors, sizes, codes,
descriptions, and departments
if desired. You can even select
to include an item if there
is only a partial match made.
These new options make getting
the specific information you
need easy.
Sales by Customer Report
This report now groups sales
made to an sub-account and provides
both a subtotal for the sub-account
and a total for the billed customer.
To group sales by sub-account,
select the option "List
sales to a sub-account separately"
on the Options tab of the Report
Criteria Form.
Payment Manifest Report
This report now lists the individual
invoices when a single payment
is applied across multiple invoices.
Customer Balance Summary
and Collection Report
These reports now allow you
to enter an "Ending"
date. This option enables you
to only include invoices that
were created on or before the
ending date and still use the
current balance.
Time Clock Report (Professional
and Enterprise Version)
The Time Clock report can now
be limited to a particular employee.
You can use this feature to
provide a detailed listing to
an individual employee if needed.
New Reports *
*Sales by Month (Professional
and Enterprise Version)
The Sales by Month report
provides a month-to-month comparison
of sales for the dates entered
and the previous 2 years. This
report provides a great snapshot
of your stores performance compared
to the same months of the prior
years.
*Cash Drawer Shift Summary
(Professional
& Enterprise Version)
This report summarizes the "closed"
cash drawer shifts for each
user that checked-in a cash
drawer. It provides the total
over/short totals for the time
period.
*Cash Drawer Shift Detail
(Professional
& Enterprise Version)
This report lists each "closed"
cash drawer shift sorted by
user. This report can be used
to see the history of cash drawer
shifts at the detail level for
each user.
*Stock Allocation (Enterprise
Version)
For companies with multiple
stores, the stock allocation
report allows you to easily
find stock that can be transferred
between locations. Just select
the stores to "check for
stock" and to "pull
stock for", and the report
will check the current inventory
levels against the current max/min
levels and print the results.
Once you have the list, you
can go pull the inventory and
create a transfer list.
*Transfer Totals (Enterprise
Version)
For companies with multiple
stores, the transfer totals
report can list the individual
transfers made to and from a
selected store location. The
report lists the total transferred
into the store, out of the store,
and the net of the two.
New Export Features **
If you have been wanting to
use Excel or another program
to create your own sales reports,
your wait is over. There are
3 new exports that will allow
you to do just that!
**Sales Detail by Transaction
Export (Professional
& Enterprise Version)
This export lists each line
item sold on an invoice, includes
the customer's name and account
number, and list all the vital
inventory information as well
as the quantity and the amount
totals.
**Sales Summary by Item
Export (Professional
& Enterprise Version)
This export accumulates the
sales totals for each unique
inventory item for the selected
time period and outputs one
record for each item. It lists
the pertinent inventory information
as well as the quantity sold,
the cost, retail, price, and
item totals.
**Sales Invoices
Export (Professional
& Enterprise Version)
If you want to sort, total,
or tally invoices by date, total,
or customer, this is your export.
This export lists the customer,
their account number, and the
invoice totals we keep track
of in the program.
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