|
2.93K
New
Dickies Medical Uniforms Direct
EDI. Direct EDI has been implemented
for Dickies Medical Uniforms
and in most cases your account
has already been set up. The
contact is Sophia Pineda at
214-389-7202 or spineda@dickiesmedical.com.
Windows Security Settings. New
security updates to the Windows
OS and IE7 require the program
to be in the Windows Firewall
Exception list. This will be
automatically done one time
the first time the program is
run.
2.92K
New
Remote Location Batch Update
Process. Revised a Remote location's
Batch Update Process entry screen
to default to resend the data
for the last batch date. This
new option will help insure
that all new information is
exchanged between locations
even if the system is used on
the same date after a Batch
has been run. This option is
found on the Options tab of
the Batch Update Process entry
screen for a remote location.
2.92K
Fixes
Exporting Sales Detail. The
Sales Detail by Transaction
and the Sales Summary by Item
Exports were not properly cummulating
items, but the totals were correct.
Fixed Now.
Cash Flow Report. The Cash Basis
Total for Tax, Net Sales, Taxable
Sales, and Discount was being
over-stated when an invoice
carried a credit. Gross Sales
was correct and the problem
would go away when the Credit
was applied at a later time.
Fixed Now.
2.91K New
Multi-Store Polling Option for
Inventory Codes. A new setting
for a "..location that will
be polled" can be made on the
Multi-Location Polling Form
that prevents inventory codes
from over-writing the sales
tax overrides of inventory codes
- now configurable at a remote
location. On the Receive II
tab of the Multi-Location Polling
Form, set the Inventory Standard
Codes option to "Do not over-write
the sales tax settings made
by this location. This new setting
allows each location to have
different Sales Tax settings
for inventory items classified
with a particular inventory
code.
2.91K
Fixes
Exporting Sales Detail. The
Sales Detail by Transaction
and the Sales Summary by Item
exporting procedures were not
properly cummulating individual
item totals correctly even though
totals for all items were correct.
Fixed Now.
Time Clock List. Fixed regression
in Time Clock List that did
not display the clock-in time
when there was no clock out
time.
2.90K
New
NetLink - Internet Registration
and Subscription Purchasing.
It is now possible to register
new program expiration dates,
make payments on software financing,
and purchase a new software
subscription from The Uniform
Solution. By selecting File
> Registration, users are presented
with the option to use the Internet
to connect to Premier Data Systems
to purchase a software subscription,
register, or make a payment.
2.88K New
Description Entry. Entering
a New product description has
been improved by enabling the
Backspace and Delete keys to
delete the highlighted text.
2.87K
Fixes
Transfer Out Verification Report.
This report was not comparing
OUTs unless there was a corresponding
IN. It also did not ignore deleted
items or lists properly. Fixed.
Special Order Performance Report.
This report was no longer providing
the option to limit the report
to a selected customer. Fixed
Now.
2.86K Fixes
Receipt/Invoice Printed Tax
Rate. The printed tax rate on
a receipt or invoice was not
printing the 3rd decimal place
when possible. Fixed Now.
2.85K
Fixes
Product Selection List. When
entering a "Product" in Item
Entry (and similar procedures)
and choosing to select the Product
from a List, the List was not
positioning on the "Product"
that was already entered in
Item Entry. Fixed Now.
EDI/FTP Regression in 2.84.
Fixed an FTP Regression in 2.84
that prevented sending EDI orders
to some vendors. Fixed now.
2.84K New
Allowance Report. This reports
now has a balance column and
totals values where appropriate.
Open Items's on PO's and Items
Received Reports. Added a new
option that lets you select
whether the report should be
limited to the primary vendor
or for the items when the report
is limited to one vendor or
selected vendors.
Added additional error reporting
to help address FTP Server errors.
2.84K
Fixes
Close
Accouting Period. When activated,
it could prevent a remote location's
sales from being viewed in some
instances. Fixed.
Non-Standard Item Cost Totals
on Detailed Item Sales, Sales
by Month, and Sales by Clerk
(and similar reports). Item
Entry automatically adds a cost
value equal to 60% of the retail
value for non-standard items.
This value can be changed, but
these reports were not using
the updated cost value. Fixed.
2.83K
Fixes
FTP
Revision. Added the option "Suppress
directory errors" to the FTP
setup for Multi-location polling.
This setting is required for
some FTP servers that report
extra information during the
FTP process.
This
revision also fixes a regression
from V2.82 that affected Direct
EDI with some vendors and some
FTP servers.
2.82K
Fixes
Duplicate
Customer Check. A deleted customer
could be reported as a duplicate.
Fixed.
AP
List. The locator field for
"Paid" Lists was not viewable.
Fixed
Sales
Entry. If you had configured
a workstation to "Pull Items
from Stock" and Login after
each sales transaction, the
program would GPF. This has
been Fixed. Also removed the
login screen previously required
to pull items from stock.
Item
Sales (Sorted by Department).
This report was not using the
current department setting from
inventory like it should. Fixed.
FTP.
Send file to developer was timing
out after 3 minutes - preventing
large files from being sent.
Using the FTP Batch and sending
a large file could also time-out
before the file was sent if
"Passive Mode" was selected.
Fixed Now.
FTP
Batching. Revised the FTP Process
to fix 2 errors from a certain
FTP servers. Some FTP server's
are returning extra detail when
inquiring about the existance
of a file or directory. Fixed
by using Passive Mode and getting
a full directory listing. Discovered
a timing error that could occur
with slowly responding FTP servers.
Fixed Now.
2.81K
Fixes
Sales
by Hour Report was reporting
sales for the hour period prior
to the actual sales time.
The
calendar Button was missing
from the birthday field on the
Customer Form.
Detailed
Item Sales Report was not totaling
by department correctly.
Purchasing
Summary Report was not working
when only one store was defined
in the system. The report was
also not properly breaking out
inventory by vendor when items
were received from distributers.
New
and Discontinued Items Report
from the Catalog Utility was
not printing the last item.
2.81K
New
Peaches
Uniforms Direct EDI. Direct
EDI has been implemented for
Peaches Uniforms. Please contact
Peaches Uniforms Customer Service
at 800-272-3224 to set up your
Direct EDI account.
Cherokee
ASN's. Advance Ship Notices
for Strategic Partners has been
implemented.
2.80K
New
Catalog Utility
With the new Catalog List and
Catalog Utility, keeping your
product lines up-to-date and
accurate is as simple as clicking
through an easy to use Wizard.
After downloading a new vendor
listing, the Catalog Utility
will automatically begin and
prompt you with the options
for copying new items and comparing
your existing inventory to the
current listing in the Catalog.
There is no doubt that the new
Catalog Utility will save you
hours every month managing your
product offerings. If you are
not using the Catalog List to
manage your inventory, these
new features should be the compelling
reason to start right away.
New Catalog List Features
Tag vendors and styles by using
the mouse. You can also tag
a single style and color while
on the Style Tab. To tag all
colors for a style, right-click
the style and select "Tag
style".
You can delete a vendor
from the Catalog List by right-clicking
the vendor and selecting Delete
Vendor. The Updates button
will not check for new listings
for vendors that are not on
the Catalog List. If you wish
to download the listing for
a vendor currently not in the
Catalog List, select the View
button when notified that the
Catalog List is up to date.
Catalog Utility Features
The Catalog Utility is a
comprehensive utility that enables
you to completely synchronize
your Inventory List with the
Catalog List (if you choose).
Before the utility begins, you
are given options on how the
utility should be run. In most
cases, use the default settings.
The default settings will compare
your inventory to the catalog
and show you the new items for
the selections made in the Catalog
List. During the comparison,
the utility may uncover items
with a price change, items that
are discontinued, items without
a UPC barcode or a new UPC barcode,
or items that don't match the
catalog. No changes are made
to your inventory without your
approval. You can print the
proposed changes if you need
to before updating your inventory.
For new items not found in your
inventory, the utility presents
the new items in an easy to
use "tree" diagram.
Vendors
Codes Not Matching the Catalog
If the vendor codes in your
Vendor List don't match the
ones in the Catalog List, you
can now set the corresponding
Catalog Code once and for all
for the vendor. Go to the Vendor
List (Lists > Vendors)
and select the vendor that doesn't
have a code matching the one
in the Catalog. On the Catalog
Tab of the Vendor Form,
enter the Catalog Vendor code.
The Catalog Utility will now
find the corresponding vendor
in your Vendor List when working
with selections in the Catalog
List.
Work Order Entry (Professional)
We may have achieved the holy
grail of Work Order entry by
creating a fully customizable
Work Order Entry Forms List
and set up tool. Now instead
of entering notes for items
with work order details (like
monogramming), you can select
from one of the unlimited number
of customizable work order forms
and enter all of the required
information.
Setting Up Work Order Forms
The Work Orders forms used in
Work Order Entry are defined
in the Work Order Forms List
and are accessed by selecting
Setup > Work Order Forms.
Work Order Forms can be added,
modified, set inactive, copied,
and deleted. Right click the
list with the mouse to see the
available options. When adding
or viewing a work order form
definition, you are allowed
to define the fields on the
Work Order Entry Form and their
order. You can also preview
the Work Order Entry Form to
see how the form will look during
work order entry. A set of default
work order forms are provided
and they can be modified or
deleted.
Using Work Order Entry in
Sales Entry
From the Sales Entry screen,
highlight an item on the transaction
and press the F6 key (i.e. F6-Item
Notes). This will open the Item
Entry Form ready to enter notes
for the item. Instead of entering
notes in a free-form fashion,
press the F6 key (i.e. F6-Work)
again to bring up the Work Order
Entry screen. The screen will
default to the last work order
form that was entered, or the
default form specified on the
Work Order Forms List. After
selecting the Form to use, just
enter the required information
in the entry fields and hit
the OK button to save the Work
Order details. The work order
details will be printed after
the item prints on the invoice.
Special Features
It is possible to copy previously
entered work entry details to
a new item or invoice. Just
right-click the work order notes
field in Item Entry and select
"Copy Work Order to
Clipboard". You can
then select another work order
notes field and select "Paste
Work Order from Clipboard".
Internet Polling with Drop Off
Option (Enterprise)
If your company has a website
(with FTP capability) and each
store location has DSL or broadband
internet access, you can now
perform the nightly polling
operation using the internet
and your FTP site - decreasing
the time it takes and saving
the costs of the long distance
calls if your stores are out
of town.
For mobile selling operations,
there is also a new drop-off
option that makes it simple
to batch from anywhere on the
road at anytime. Just have the
mobile location connect to the
internet and perform a "drop-off"
batch to your company's FTP
site. The drop-off batch will
send all of the sales, customer,
and inventory information so
the polling location can be
updated. During the nightly
polling operation, the polling
location will pick up any drop-off
batches that were posted. Every
week or so the mobile locations
will need to perform a "full
two-way batch" to pick
up the current information from
the polling location.
FTP Setup
To setup FTP batching at
a location, select Setup
> Multi-Location Polling
> FTP Settings (or Method
Tab) and enter your FTP
site's information. The information
entered into the FTP setup fields
should be identical at all locations
that will perform a batch using
FTP. You can test the connectivity
to the FTP site by selecting
Activities > Daily Batch
Update Process > Test FTP.
Use the feature "Skip store
if first contact fails"
if you want to run the Batch
looking for "Drop Off Batches"
for mobile stores without delaying
the Batch from completing.
Ready to Scan
A new option exists to play
the "sound effects"
in the program without playing
"ready-to-scan". The
sound responses provided in
the program can be very useful,
but hearing "ready-to-scan"
could become annoying to more
experienced users. This option
is found by selecting Setup
> This Computer > General
Tab.
Duplicate Customer Check
After entering a new customer's
first and last name or phone
number, the program will check
to see if this customer already
exists. If a customer with the
same information does exist,
the program notifies you of
this situation and shows the
duplicate customer's information
in a message box. If you attempt
to save a new customer with
duplicate information, the program
asks if you want to save this
new customer anyway. If you
do not want the program to perform
the duplicate customer check,
you can turn off this feature
on the Computer Settings Form
by selecting Setup > This
Computer > Miscellaneous
Tab.
Customer
Credit and Terms Limit (Professional)
Customers (and sub-accounts)
can now have a revolving credit
limit and a terms limit set
for their account. Billed purchases
that will exceed the credit
limit cannot be saved unless
the user has the security to
override the limit (found on
the Update User > Security
> Customer Tab). Billed
purchases are also prohibited
when there are invoices with
balances older than the terms
limit.
To set a Credit or Terms limit
for a "Billed" customer,
go to the Billing Tab on the
Customer Form and select "Credit
Limit" on the "Credit
Restrictions" option. You
can then enter a credit and
terms limit.
Item Sales History (for a Customer)
(Professional)
Finding the items purchased
for a customer is fast and easy
with the new Item Sales History
Screen. From the Customer List,
pressing the F4-Item History
button displays all of
the items purchased for the
selected customer. The list
can display the information
in summary or detail format,
in various "Sort"
orders, and can be printed.
There are also separate tabs
for the items billed to another
account or sold to a sub-account.
Close the Accounting Period
If
the ability to change sales
or payments in a previous accounting
period has been creating issues
with you or your accountant,
you'll be pleased to know that
you can now set a system option
to restrict changes to transactions
that occurred on the previous
day, the previous month, or
the previous year. To activate
this feature, select Setup
> System Options > General
Tab.
Sales Entry Login
If you have activated the
option to require users to login
before each Sales Entry transaction,
users will now be required to
login for each sale that is
continued after their completing
their first sale. The requirement
to login before each transaction
can be found by selecting Setup
> This Computer > General
Tab > Require a user
to re-login before starting
or modifying a sales entry transaction..
Receiving Lists
Return to Vendor
(New Default Behavior)
Receiving Lists entered
as a "Return to Vendor"
now subtract the items on the
list from the current inventory.
To have the list behave as it
originally did (and not subtract
the items from stock), you can
use the option on the More Tab
on the Receiving Entry Screen
to deactivate this feature for
the current list.
A new option has also been
added to enable all stock in
a store to be added to a "Return
to Vendor" receiving list.
After selecting the vendor,
select the F8-Add Stock button
to use this feature.
Transfers (Enterprise)
A new option has been added
to help facilitate the creation
of transfers. After selecting
the "to" and "from"
stores, you can use the F8-Add
Stock button to: (1) Transfer
all stock from one store to
the other store, (2) Transfer
stock from one store to cover
the negative stock levels of
the other store, and (3) Transfer
stock from one store to replenish
the stock levels at the other
store. These features can be
quite useful for mobile selling
locations and those with a warehouse.
Set a Vendor Inactive (Professional)
The Vendor Form has an option
to set a vendor inactive. Inactive
vendors can be hidden on the
vendor list and are not viewable
when selecting items in the
lookup screens.
Inventory List
The Inventory List now displays
the department for styles and
products and the color description
for styles.
Inactive Inventory Items (Professional)
Inventory items with an
inventory code that indicate
an item is inactive (i.e. Lists
> Inventory Standards >
Codes Tab) are displayed on
the Inventory List with the
hand icon if "Show inactive"
is selected. Lists used to select
a style, color, size, or product
(like in Sales Entry) now have
an option to show inactive inventory
items or hide them from selection.
Apply Settings to an Entire
Vendor Product Line
New tax, department, or code
settings for an entire vendor
product line can be made from
the Vendor List. With a vendor
highlighted, select the F7-Apply
button and you will be presented
with options to update the tax,
department, or code values for
all inventory items for the
vendor.
Standardized Description
Optional
Entering a standardized description
found in the Inventory Standards
List is no longer mandatory.
To no longer require a description
from the Description List to
be used for a product or style
in inventory, turn off the requirement
by selecting Setup > System
Options > Inventory Tab
and turn off the setting "Require
inventory descriptions to use
a standardized short description".
Decimal Entry
The ability to track, sell,
and purchase item quantities
with decimal values has been
added. Items that allow decimal
quantities may be entered with
up to 3 decimal places. To activate
decimal quantities in the program,
activate the option under Setup
> System Options > Inventory
Tab. Then select which inventory
items will allow decimal entry
by activating the feature for
selected inventory codes (i.e.
Lists > Inventory Standards
> Codes Tab).
Payment Receipts
A payment receipt can now be
printed for payments taken on
account through the Payment
Entry screen (i.e. Activities
> Receive Payments).
A checkbox also exists on the
Payment Entry screen to indicate
whether or not to print a payment
receipt after entering a new
customer payment. A payment
receipt can also be printed
from the Payment List for an
existing payment.
New Max/Min Apply Option
When entering max/min values
for a size for a style, there
is now an option to apply the
max/min values to all colors
for the current size.
Credit Card Numbers
All credit card numbers are
stored using 3-DES encryption.
This renders the card number
data useless if someone has
access or steals the payment
table in the program's data
directory. It is now possible
to store the customer's billing
zip code on the Customer Form.
Registration (Enterprise)
Registration now requires all
"Local" stores that
are used for selling merchandise
to have a valid Enterprise License.
This means that each system
is registered with a specified
number of valid "Local"
stores based on the number of
Enterprise licenses that were
purchased. Since some stores
may operate with stores that
are only used for inventory
tracking, a new option allows
a "Local" store to
be added without a new Enterprise
registration when the "Local"
store is defined as an "Inventory
Only Location". This requirement
has been added to protect the
licensing requirements of The
Uniform Solution. With new technologies
such as Citrix, Terminal Services,
and Remote Desktop, it was possible
to buy a user license for new
stores instead of a new Enterprise
license as required by The Uniform
Solution's licensing agreement
and the previous PC technology.
New Polling Requirement at
the Polling Location
(Enterprise)
Locations that will be performing
a polling operation are now
required to enter the registration
number for each remote location
that will be polled. The registration
number will be validated when
contacting a remote location
through a modem, the network,
or the internet. To enter the
license number for each remote
store at the polling location,
select Setup > Stores
> Remote Location > Polling
Tab. In the registration
field, enter the last six digits
of the license number used by
the remote location. The license
number of the remote location
can be found by selecting Help
> About while in the
program at the remote location.
New Reports
Sales by Hour Report (Professional)
The Sales by Hour report breaks
down sales for each hour during
the day. The report can be run
for several days and can group
totals by day and hour if desired.
Use this report to help determine
your peak selling times so you
can be properly staffed during
sales and your regular store
hours. See the Options Tab when
entering the Report criteria
for all available options.
Department Comparison Report
(Professional)
The Department Comparison report
summarizes sales (and inventory
if desired) by department. It
has an option to report the
figures for each vendor within
a department. See the Options
Tab when entering the report
criteria for all available options.
Transfer Out Verification
Report (Enterprise)
For companies with multiple
stores, the Transfer Out Verification
report can be used to see all
"Transfer Out" transactions
made from a single store. If
a transfer was received by the
"Transfer To" store
and the "Transfer Out"
reference number was properly
entered on the "Transfer
In", the report will check
to see if all the items that
were sent out were received
on the "Transfer In".
Options are provided on the
Report Criteria form to limit
the report to transfers with
discrepancies.
Enhanced Reports
Inventory Retail Price List
(for a Customer) (Professional)
The Inventory Retail Price List
report can print a customer
specific price list with pricing
based on the customer's contract
and discounts. Select Reports
> Inventory > Inventory Retail
Price List and select to run
the report for a single customer.
The report will then provide
the retail pricing for the customer
and items you selected.
Product Comparison Report
(Professional)
The Product Comparison report
now has the option to list each
vendor separately after grouping
the totals by product description.
See the Options Tab when entering
the Report Criteria for all
available options.
Detailed Item Sales Report
(Professional)
This report can now group the
items sold by Customer, Vendor,
or Department. See the Options
Tab when entering the Report
Criteria for all available options.
If the report is grouped by
customer, it will also group
the sales by sub-account.
Daily Report and Hospital
Sales Payment Summary Report
These reports were expanded
to enable sales to be reported
up to 999,999,999.99. The Daily
Report can now handle the entry
of cash and check totals of
9,999,999.99.
Open
Items on PO Report
This report now lists the vendor
account number for the drop
ship store (if specified) instead
of the main account number.
Purchasing Summary
This report now limits the report
to items received at the stores
specified in the Report Criteria
form. It also summarizes the
totals for the items received
by store.
|
