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Version
3.10
New
Real-time
Vendor Stock Reporting
There is no doubt we live in
an ever expanding "connected"
world. Just take a look at what
key vendors have done to help
make you more efficient and
productive.
Flash
Video Showing Cherokee Stock
Reporting
Flash
Video Showing Landau Stock Reporting
If
you have an internet connection,
you can seamlessly "connect"
The Uniform Solution to your
vendors system (Peaches, Cherokee,
and Landau 1st Qtr 2008) in
such a way that you are able
to see the vendor's current
stock level for items on the
Inventory List, in Purchase
Order Entry, and for special
order items in Sales Entry.
Imagine how great it will be
to place a special order item
on a Sales Entry transaction
and instantly know whether or
not the vendor has it in stock,
is low on stock, or has a back
order date. See the requirements
listed on the next page.
Image Lookup with Stock Status
With an internet connection,
you will be able to highlight
an item on the Inventory List
and select "F12-Show Image"
(Peaches, Cherokee, and Landau
1st Qtr 2008). The operation
will connect you to the vendor's
web site and display an image
of the product with the color
swatch and the vendor's stock
status of the item. See the
requirements listed on the next
page.
Getting Started with Image
Lookup and Vendor Stock Status
Both of these features are very
easy to use, but they do have
a few requirements. First, you
need to use the Vendor Catalog
to keep the styles, colors,
sizes, and UPC barcode numbers
you have in inventory consistent
with the vendor. You will also
need to set up each vendor for
"Electronic Ordering - EDI"
on the Purchasing Tab of the
Vendor Form. The Vendor Stock
Status feature provides real-time
reporting of the current stock
for a supported vendor. Vendor
stock reporting is an option
for Sales Entry (option on the
More Tab), Purchase Order Entry
(option in the lower right),
and the Inventory List (options
on the Stock for Color Tab and
Product Tab). If you do not
have a persistent internet connection,
or your internet connection
is not available, you will want
to turn off the "Show Vendor
Stock" option to prevent numerous
error messages from occurring.
Gift Cards
Phase I Gift Cards are a great
way to increase your sales by
conveniently allowing your customers
to purchase gift cards for their
friends, co-workers, or employees.
They are also a great way to
issue a store credit.
Phase I only allows gift cards
to be taken as a payment or
refunded for store credit. Gift
Cards cannot be sold on an invoice.
In Phase II of the Gift Card
Implementation (due out in 4-8
weeks after the 2008 release),
you will be able to sell gift
cards in Sales Entry. As a work
around until Phase II is complete,
if a customer would like to
purchase a gift card, you can
sell them a gift certificate
and take their money, then create
a Gift Certificate refund (a
negative amount on a Gift Certificate)
and issue the Gift Card for
the refund.
Getting Started with Gift
Cards
Step 1 - Get a Gift Card Processing
Account The 2008 release of
The Uniform Solution will enable
you to issue, sell, and redeem
gift cards using the X-Charge
software program and an account
with the X-Charge Gift Processor.
X-Charge fees are approximately
$12 per month and 26 cents a
transaction. Vicki Botten with
X-Charge will help get you set
up and can also help you with
getting the right gift cards
for your business. She can be
reached at Vicki.Botten@camcommerce.com
or 800-726-3282 ext 307. If
you would like to use another
solution to track the balance
on the gift cards you issue
and redeem, you can use another
solution from another company,
but you will have to process
the addition and subtractions
for the gift card without using
The Uniform Solution.
Step 2 - Set up a Gift Card
Payment Select Setup > Payment
Methods to bring up the Payment
Methods List and enter a new
payment called "Gift Card".
On the General Tab on the Payment
Method Form, set the payment
method to "Allow Refunds to
be made" and set the Payment
Processing interface to "Gift
Card" if you will be using X-Charge.
If you will be using another
solution, set this to "None".
Make sure the Special Payment
Type on the Accounting Tab is
set to "Gift Card".
Payment Methods
Simplified the special accounting
considerations for setting up
payment methods on the Accounting
Tab of the Payment Method Form.
Also added the option to define
a payment method as a Gift Card
and/or activate a payment processing
interface that supports Gift
Cards. Gift Card's issued are
considered deposits for customers
while Gift Cards redeemed are
deposit credits that reduce
the gift card liability.
Product Lookup Windows
Product lookup windows used
for selecting a "Product" now
display the product description.
Credit Card Number Security
Credit and debit card numbers
can only be viewed in Sales
Entry and the Card Processing
Log if the User has the security
to do on the Security Tab of
the User Form.
Reporting
Enhancements
Cash Flow Report
Simplfied and expanded the Cash
Flow Report. Payments received
are presented in a simple table
form that lists the payment
type and amount - just like
the Daily Report. An option
does exist to print payments
in the "Matrix" format like
previous versions. If credit
cards are processed with an
integrated payment processing
solution, the "Cash Flow" section
now reflects the amount processed
by each major credit card. This
will make it easy to enter a
deposit for each type of card
processed if needed. The Cash
Flow section also has a simplified
presentation of Customer Deposits
and Accounts Receivable. The
Tax Totals section only prints
if component tax rates or alternate
tax rates are used and is are
more straight forward and easier
to read. See the Advanced Options
Tab for the ability for the
report to look much like it
used to.
Journal Entry/Accounting
Export
Revised the report and export
to (1) make it easier to reconcile
daily deposits with a bank statement
and (2) handle gift cards deposits.
A new journal entry labeled
"Deposit" has been created that
separates all monies received
into Cash, Check and Credit
Cards. If an integrated credit
card processing solution is
used, a separate deposit is
credit for VISA/MC, Amex, and
Discover. By creating separate
deposits for the Undeposited
Funds Account, it makes it possible
to reconcile the cash and credit
card deposits with your bank
statement. Also, if you sell
and redeem gift cards, a gift
card liability account is used
to track your outstanding gift
card liability.
Daily Report
The Daily Report now breaks
out the totals for each credit
card processed in the Cash Flow
Totals section when using an
integrated card processing solution
- just like the new Cash Flow
and Journal Entry Reports.
Sales Manifest
Added an option to have the
report print the net sales,
freight, and gift cards sold
instead of the sub total, amount
paid and balance.
Revised Sales Reports to
Print "Net Sales" instead of
Sub Total
Net Sales does not include tax,
freight, or gift cards sold.
The sub total is a true sub-total
of items sold, freight, and
gift cards before tax.
Sales by Customer, Clerk,
Salesperson, and State
These reports now print the
net sales (gross sales less
freight, tax, and gift cards
sold) by default. An option
has been added to print the
sub-total if needed.
Technical
Improvements
With the release of Windows
Vista, we worked double-time
to make sure The Uniform Solution
would work on the new computers
and Windows Vista. For 2008,
The Uniform Solution has been
re-worked internally to make
it the most reliable, best performing,
most feature packed, and the
most connected it has ever been.
Vista Compatibility
(1) Replaced the Win32 Help
system with a Vista compatible
compiled HTML Help document
and system. (2) Created a new
installation routine for Workstations.
To install the program on a
workstation, map a drive letter
to the main installation folder
on the server and select "Setup
Workstation Access" EXE in the
installation folder. The workstation
installer will create a shortcut
to the main installation on
the Workstation's desktop. (3)
Revised the printer setup routines
to see all printers installed
on a Vista computer. (4) Revised
the FTP update installer to
be Vista compatible.
Clarion 6
(1) Updated the program to use
the Clarion 6 run-time-library
with true multi-threading. (2)
Removed the dependency of DDE
on startup in favor of IPC.
(3) Revised Tab to Enter processing
to help eliminate a sticking
Crl, Alt, or Shift Key. (4)
Revamped automatic window sizing
to be more XP and Vista compatible.
(5) Serialized window startup
routines to wait for new threads
to start. (6) Used critical
sections to make sure all read-write
global data and global queues
are "thread-safe".
Miscellaneous
(1) Digitally signing all EXE's
and installation files. (2)
Limiting the program execution
to one processor in multi-processor
or hyper-threaded PC's. (3)
Compressed installation folders
are now handled properly and
FTP updates will work. (4) Data
recoveries using TPSFix will
now work with UNC paths.
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