Feature Enhancements and Revisions by Version

2007

Description

3.07L Fixes TouchScreen Keypad. Made revisions that will allow the Sales entry screen to display the Simple POS Screen with 800 x 600 resolution. Non-Standard Item Entry. Fixed a regression with entering non-standard items with the "Vendor Off" selection active. Regression in 3.06 Fixed. Printer Dialog. The Printer Dialog and/or printer selection validation could take longer on XP than it did in previous versions. Using the same method as before on XP. Regression in 3.06 Fixed. XP Compressed Folders. If a folder used by the program was an XP compressed folder, the program could incorrectly think a file was in use that was not. Fixed Now. Update Style Form. The color descriptions contained in the drop list of color codes for a Style could be incorrect. Fixed Now. Transfer Totals. Transfer totals could be reported incorrectly if Special Orders items were pulled for another store and regular stock was added to the transfer as well. Fixed Now. Pole Display. Fixed a regression in 3.06 that could cause the pole display to stop working. Regression in 3.06 Fixed. Tax Column. Fixed a regression in 3.06 that made the tax column on Sales Entry too small for stores that had multiple tax rates enabled and it displayed the tax rate. Regression in 3.06 Fixed. Catalog Default. The Catalog defaults on the Vendor Form were not being saved correctly in 3.06. Regression in 3.06 Fixed. 3.06L Revisions Receipt and Thermal Tag Printing. Revised the interface to the Windows print engine. Sometimes Windows would report errors attempting to create a print job where only text was sent to the printer. This revision may reduce these occurances. Zip and Unzip Routines. These routines were revised to provide better user control of these functions and improve the repsonsiveness of the process. Replaced DDE. Replaced the use of DDE for limiting runtime use to one instance in favor of ipc. This should help program startup immediately following bootup when DDE is still loading in the OS. Hidden Windows. Windows that were hidden before a process begins are no longer hidden, the process window is just displayed on top of the window that was previously open. Enterkey. When using the option to make the EnterKey function like the Tab Key, it was possible for the Alt, Control, or Shift keys to become stuck (always on). Revised how Keystrokes are resent and this problem should go away. The Escape key now navigates a form in reverse sequence with the same speed as the shift-tab key. Summary Invoice. Added an option to include all invoices whether billed or not. Also started printing text to show whether or not the amounts only reflect amounts billed or the invoice total. Select Products List from ItemEntry. These lists now show the products description. Window Sizing. Revamped the MDI window sizing procedures to work with XP Style Menus. Payment Entry. Made "Paid Outs" a bit easier to enter by providing more feedback to the user and pre-selecting the option to show "All" types of Sales Entry transactions. Dickies Medical EDI. Revised Dickies Medical to work better with their new system. All EDI order sent to Dickies Medical requires this new version after 10-19-2007. 3.06L Fixes Retail Price Entry for Products. If the option to automatically update the retail price when the cost price changes for a vendor was active, the retail price was always set the the price formula for the vendor (when saved) and could therefore could not be manually set to another price. Fixed Now. Item Search. All items on a contract might not be found and displayed in the Results List if some of the items on the contract were deleted. Fixed now. Inventory with Zero/Negative Stock Values. The report was not printing all items with a zero current stock value. Sales Entry Payments. The payments displayed on the Payments tab for a completed Sales Entry transaction would be cleared (if a new Sales Entry transaction was started), or incorrect (if a second transaction was being updated). Fixed Now. Catalog Utility Printing. Was not printing in style, color, size, sort order. Also the UPC Mismatch report did not print the currently selected action. Reports could not be saved to PDF or emailed like all other reports. All items Fixed Now. File > Log Off (Ctrl + F10). If a user logged off using the File Menu, the program would not exit if a new user did not log in. The program would not allow access to any parts of the program requiring security access, but it would show an error. Fixed Now. Uploading Portable Scanner Data. If you were to begin uploading data from a portable serial scanner and then switched to a screen that had a Scan Barcode field, the program would input the data into the Scan Barcode field, not the upload entry field. Fixed Now. Touch Keypad Screen. Automatically pulling items from stock after a Sales and with a touch screen active would display two touch keypad screens. Fixed Now. Network Printers on Vista. Sometimes a network printer on Vista was not available in the printer selection list. Fixed Now. ItemEntry. In some instances, selecting to lookup a style, color, size or product with a Table would result in a blank table, or a table with the current item incorrectly positioned. Fixed Now. Portable Serial Scanners. Downloading a portable scanner into the program could result in an error if the user switched to another window after starting the download. Fixed Now. Cash Flow Report. The Cash Flow report was not printing the full tax rate in the Tax Totals section. It was rounding at the third decimal place and not reporting up to the 5th decimal place. Fixed Now. Sales Entry Split Order. If the store is set to create a separate special order when items are added to a sale, and you uncheck the option to create a separate order for the current sale, the option would remain unchecked on subsequent sales invoices and the option would not be visible. Fixed Now. Customer Balance Summary. Report total was not under the customers total. Fixed. Dual Processor Systems. Revised the program to require the Windows OS to run the application in Uni-Processor mode on dual core or hyperthreading computers. This change will alleviate random lockups caused by hyperthreaded, dual core, or multi-processor motherboards. Network Printers and Windows 2000. Some Windows 2000 Service packs do not report all printers to the program unless you use a specific API call. Fixed Now. 3.05L New Vista Workstation Installation. Workstation installations are now performed by running the program "Set Up WorkStation Access USW.exe" found in the main installation folder on the Server after (1) sharing the installation folder on the Server, and (2) mapping a drive letter to the installation folder. The program creates shortcuts for all users on the Desktop and the Start Menu. This revision was done to enable Workstation installations to be easily installed on Windows Vista, but is backward compatible for Windows XP and prior operating systems. Sales by Customer, Salesman, Clerk. By default now, these reports do not include freight in the subtotal. Freight can be reported in the subtotal by using an option on the options tab. Dickies Medical EDI. Dickies Medical is changing the address of their FTP site on June 30, 2007. This version will work with their new address and is required for all EDI orders after June 30, 2007. 3.05L Fixes X-Charge. Swiped Bank of America credit cards could be denied, but if manually entered they would work. Fixed Now. Contracts. If a contract item was first entered as a style, then switched to a product, the program would fail to find the item's contract price. If you have products on a Contract where this is the case, you will need to open the Contract, update the item, then save the Contract. 3.04L New Dickies Advance Ship Notice. Dickies is now providing Advance Ship notices (ASN's) and they are now pulled into the ASN List when available. 100% Vista Compatible. The program's Win32 Online Help System has been replaced with Vista support HTML Help. Revisions Windows Firewall. Revised the autocheck for Windows XP computers to add the program to the Windows Firewall anytime the path to the program's main file is changed. This was needed in cases where the installation is moved to another station with a different drive letter reference. 3.04L Fixes Payment Receipt (Report). Payment receipts could not be printed when the payment was applied to more than 20 transactions. Fixed Now. Remote Location Payments. It was possible to change or delete a payment applied to an invoice where ownership was transferred to another location. This should not have been allowed and is now fixed. Inventory List Export. The vendor number for an item was not being exported. Fixed Now. 3.03L Fixes FTP Updates Not Installing on Vista. Windows Vista would not call the Update32.EXE program installer when the program exited and there was a new program update to install. This revision fixes this problem by using a new name for the installer (FTPUnzip32.EXE). Vista computers can work around this issue by setting "Windows XP Service Pack 2" Compatibility on shortcut that runs the program. 3.02L Fixes Item Search and Selection. Contracts with items discounted by department or description did not always display all available items on the Item Search and Selection screen when a Contract was listed for the search criteria. Fixed Now. 3.01L New Email (Professional). Every time you mail an invoice or an account statement to a customer, it not only cost you 39 cents, it takes time to print it, stuff it, and put a stamp on it. Send out just 50 in a month, and you'll spend over $20. With the 2007, you will be able to easily email Invoices and Account Statements to any customer with an email address - just have a connection to the Internet and your own email account. For vendor’s that don’t have EDI, email their purchase orders. To setup email, you will need to select Setup > System Options > Professional Tab to enter your email account information from your Internet Service Provider. Enter the SMTP server name, your email user name, and your email password. Any printed document can be emailed by selecting the Email button from the Printer and Output Selection window, or by selecting the email button while previewing a report. Your report will be saved to a PDF and you will be prompted with a Form to send the PDF to a recipient. All previously created emails can be found on the Email List by selecting Lists > Emails. Inventory Search and Selection (Professional). This is really cool! The Inventory Search Utility (Ctrl + F) has been a great utility for locating merchandise. Now you can use this utility to locate inventory matching a criteria and then select items that will be added to the current transaction. Sales Entry, Purchase Order Entry, Receiving Entry, Physical Inventory, and Contract Entry, all incorporate the Alt + F7 Inventory Search and Selection Option. To bring up the Inventory Search screen and return the selections to the current transaction, just press Alt + F7 (or right click the button). If a customer is assigned to a Contract (Enterprise), selecting the Inventory Search and Selection from Sales Entry provides the option to automatically search and only display items on the Contract. Customer Search and Selection with QuickAdd (Professional). Finding a customer to add to a Sales Entry transaction has never been easier or faster. The new Customer Search option has options for finding customers by name (last and first), phone number, employee ID, account number, and alternate account number. If you are doing on-site sales or always collecting customer information, you can set the Customer Search option to display when each new sale is started (Setup > This Computer > Miscellaneous Tab). And if you don’t find the customer, switch to the Quick Add tab to quickly add the new customer - already primed with the search criteria you entered. Right click the F4-Find Cust button on Sales Entry to indicate if you want to use Customer Search or the Customer List for selecting a customer. Net Refresh. The 2007 Version uses a new computer to computer communication that enables “Lists” on workstations to immediately refresh when changes are made by another computer. For example, if one computer has the Sales List open displaying the sales for today, and a second computer enters a new sale, the first computer’s Sales List will automatically refresh when the sale is completed on the second computer. This is true for all “Lists” in the program. If you have a firewall program installed other than Windows Firewall, you will need to configure it to allow The Uniform Solution to use both TCP and UDP communication. Net Refresh uses TCP ports, 2376 to 2380 and UDP ports 2326 to 2330. Net Refresh can also be turned off by selecting Setup > System Options and unchecking "Use Net Refresh and Net Message TCP and UDP port communication". Net Message. For installations with multiple computers, sometimes it’s hard to get everyone to close out of the program so a maintenance operation can be performed. With Net Message, you can send either a “Shutdown Request” or a “Shutdown Notification” to everyone with The Uniform Solution open. To use Net Message, select Maintenance > Net Message Other Users and select your request. You can also send messages to all users or a selected user with the Net Message options. Physical Inventory Scanning. If you take physical inventories on multiple stations at the same time, the new sound option on the Physical Inventory List we be a welcome addition. Just select a different “Sound Set” for each workstation and the accept and reject sounds will be different and distinguishable. New Purchasing Options and Vendor Defaults (Professional). Several new purchase order defaults have been added to the Vendor Form to make creating routine purchase orders easier. On the Purchasing Tab of the Vendor Form, there are fields for entering PO terms, setting the days to cancel (which sets the cancellation date of a new PO to the date plus the days to cancel), and options to (1) Cancel all backorders, (2) Only ship when complete, and (3) Ignore minimum order requirements. These vendor purchasing defaults are transferred to each new purchase order and can be changed if needed. The new options print on the Purchase Order in a section titled “Terms and Conditions” and are included with orders sent using Direct EDI. Multiple Vendor Account Numbers (Professional). For stores with multiple account numbers for the same vendor, you can now setup multiple account numbers for the same store number if needed. Multiple account number setup is found on the Vendor Form by going to the Purchasing Tab and selecting the “Additional Account Numbers” button. Simply enter the number of accounts you wish to define and enter the corresponding account number (and store if applicable). The first account number is always the default used by a Purchase Order, but an account number can also be specifically selected by using the “Assign Acct No.” option and the “Select” button in Purchase Order entry. Credit Card Revisions. To comply with the more stringent credit card processing requirements from VISA/MC and American Express, credit cards receipts no longer print the expiration date. Also, after a credit card is swiped, only the type of card and the last 4 digits are displayed for the clerk to see. If you are using X-Charge to process credit cards in “real-time”, all credit card receipts should not be printing the full credit card number. To turn off printing the full credit card number, select Setup > Store > Messages > Receipt and Invoice Printing Options and turn off the option to print the full credit card number. Item Entry – Vendor Not Required. When entering a style or product in Sales Entry using the Item Entry Form (F7-Lookup), you no longer have to enter the Vendor code first if you know the style number or product number. On the Item Entry screen, check the “Vendor off” check box to remove the requirement to enter the vendor code. If the same style or product number exists for different vendors, you will need to use the select button to make the proper selection. Time Clock and Cash Drawer Lists (Professional). These lists no longer display times unless the item is for the currently logged in user or the user has the ability to modify the entries on the list for all users. Special Order Due Date (Professional). After selecting the “Orders” button on the toolbar, the Sales List opens with all undelivered special orders displayed. To show special orders that are past their due date, check the “Past Due Date” option and enter a date. Only special orders with a due date entered and past the due date will be displayed. Due dates are also now printing for Special Orders. Reporting Enhancements PDF’s (Professional). How would you like to keep a copy of the end of year Active Inventory report on your computer? Now it’s as easy as printing. Create Portable Document Format files (PDF’s) from any report by selecting the PDF button from the Printer and Output Selection window, or by selecting the PDF button while previewing a report. The PDF files are compact and keep the reports in perfect format for later review and printing. Email Reports, Invoices, Account Statements, and Purchase Orders (Professional). Highlight an Invoice or Purchase Order, select Print then Email and you can easily email a PDF of the document to the intended recipient. Emailing Account Statements is very easy. Just select the Email button after entering the Account Statement criteria and the program will create a separate email for each customer with a balance and an email address. After creating the emails, you can choose to print the Account Statements for customers without an email address. Customer Balance Summary and the Collection Report. These reports now print the customer’s email address so you can easily collect email addresses for emailing Account Statements. Receipt and Invoice Printing. Receipts and Invoices were revised to improve the readability when the option to print the retail or “List” price is also needed. In all cases the “Price” listed on the same line as the extended price is the item’s actual selling price. If the “List” price needs to be listed, an option can be selected to print another line that contains the “List” price and the discount amount or percentage. The “List” price and discount amount are not printed if the selling price matches the List price. A second layout option was added for Laser/Inkjet printers that does not print the style or product numbers for items – it just lists the item’s description or detailed description. Select Setup > Stores > Messages > Receipt and Invoice Printing Options to review or modify these settings. Sales by Customer, Clerk, Salesperson, and State (Professional). These reports have the option to not print the “Cost” column so the report can be given to a customer. Receiving Reports. Purchase Order receipts and transfers have an option to not print pricing details, or to print a 2nd line that includes the code, department, and detailed description. Just right-click the button used to print the list to set the options you want. Birthday Report (Professional). This new report is used to list customers with a birthday entered. Use the filtering options to limit the report to tagged customers. Credit Card Printing. Added the option to print a credit card receipt to a Laser or Inkjet printer. Create a Separate Special Order. If the store has been defined to Create a Separate Special Order when special order items are on a Sales Entry transaction, the Sales Entry Order tab now provides the option to turn this off for new transactions. 3.01L Fixes Customer Lookup with Touch Screen. The Customer Table was too large when the option to always maximize screens was on and a touch screen was used on Sales Entry. Fixed Now. Remove Crest from Direct EDI Ordering. Purchase Order Entry and Receiving Entry Qty Totals. These were being displayed incorrectly on new entries (ie. using the last values). NetLink. Fixed Outside sales registration in NetLink. Inventory Code Update. Fixed a regression that prevented the inventory code from a Remote Location from updating the sales tax when applicable. Report Previewer. PageUp and PageDown keys not working. Fixed Now. Network Printers in Windows Vista. Network printers in Windows Vista were not being listed in the list of printers in Printer Setup. Fixed Now.