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Version
3.25
Koi EDI
Added
support for EDI ordering from
Koi.
JEReport/Export
Now assigning a Classification
to COGS Discount and Freight
used when exporting Bills to
Quickbooks and separate JE's
are created for each store.
Also removed the specific exporting
of a customer to prevent existing
customer information from being
over-written.
Catalog Downloads
In order to be able to get new
catalog listings, all users
will need to update to version
3.25.
Version
3.24
X-Charge XpressLink
XpressLink is now the preferred
method of integrating the X-Charge
card processing software with
The Uniform Solution. Both XpressLink
and X-Charge are PCI certified,
and since XpressLink handles
all of the card reading, processing,
and storing of credit and debit
card information, The Uniform
Solution does not require PCI
certification to prove it is
CISP compliant.
Check Verification
If XpressLink is used to integrate
with X-Charge, you can activate
check verification in X-Charge.
To use Check Verification, get
a check verification merchant
account, set it up in X-Charge,
and change the "Check" payment
method (Setup > Payment Methods)
to have a Payment Processing
interface option of "Check Verify".
Purge Credit Cards
Credit Card information stored
for a customer can now be purged
on the Setup > This Computer
> Credit Card Tab. Select the
Purge Cards button and you are
given the option to remove all
credit cards or just expired
credit cards. If a Credit Card
was stored in the X-Charge Vault
using XpressLink, the credit
card reference to the Vault
ID in X-Charge will not be removed.
Zebra GK420 Tag Printer
The Zebra GK420 was added to
the list of supported tag printers
in Printer Setup.
Debit Receipts
By default, Debit Receipts no
longer print if a Sales Receipt
is going to print with the Debit
Transaction details. You can
set an option to always print
a debit receipt by selecting
Setup > Store > Messages Tab
> Receipt and Invoice Printing
Options > Print a receipt for
all debit transactions.
Account Statements and Summary
Invoice
If a Statement or Summary Invoice
has invoices sold to a sub-account,
all of the invoices are separated
by a line which should make
the report easier to read.
JE Report/Export
Accounts Payable were not being
imported into the default sub-account
named after the program if the
option was selected. Fixed Now.
Credit Cards for Customers
If a credit card is stored for
both the Billed account and
the Ship To account on a sales
entry transaction, you are now
asked which credit card you
would like to use. If there
is only one credit card on file
for either, you have the option
of using that card if you wish.
Payment Entry
The Payment method is now hidden
when applicable (ie. applying
credits, etc.).
Version 3.23
Peaches Vendor Stock
Revised the Vendor Stock reporting
to use the new webservice from
Peaches. This is required for
proper VStock reporting for
Peaches.
Version 3.22
Journal Entry/Accounting
Export
Revised how the Inventory and
Sales Tax Payable accounts are
exported in case these accounts
are not setup by QuickBooks
and are instead manually added
without the special account
settings.
Version
3.21
The
2009 version of The Uniform
Solution is a substantial update
that continues to address opportunities
provided by the Internet and
our ever growing "connected
world". The major features that
have been added each year can
be found in the Help systems
"What's New" section. To access
this section of the Help system,
press the F1 key when there
are no windows open in the program,
and then select "What's New".
User Interface Improvements
The Uniform Solution user interface
has been updated to support
Windows XP, Windows Vista, and
Windows 7 style windows and
buttons. One look and you'll
be thrilled with this fresh
new interface. And don't worry,
there are not any major changes
to how the program functions.
Menu options for the currently
active window were previously
found on the application main
menu (like File and Edit). These
menu options have been removed
from the File and Edit menus
and placed on popup menus that
are found by right-clicking
a list or selecting a button
with a down arrow on the window.
These revisions make it easier
for users to find all of the
options that are available in
the current window.
Gift Receipts
A Gift Receipt can be printed
from the Sales List for a Sale
by selecting the Sale button.
You can also set up a station
to prompt the clerk to print
a gift receipt after each transaction.
To activate the option to prompt
the clerk to print a gift receipt
after a Sale is created, select
Setup > This Computer > Miscellaneous
Tab > Prompt with the option
to print a gift receipt for
sales transactions.
CISP Compliance
CISP Compliance (Cardholder
Information Security Program
implemented by VISA) improves
with the 2009 version by enabling
the Month End process to automatically
purge credit card numbers older
than the previous month. However,
just in case you need the card
number, the last 4 digits of
the card number will be retained.
Enhanced Sales Entry Security
A security setting has been
added to prevent a user from
printing a transaction in Sales
Entry before it has been saved.
By turning off the security
option to "Print from Sales
Entry", the print button is
removed from the Sales Entry
window and the transaction must
be saved before it can be printed.
In the past, it had been reported
that users with the ability
to modify a transaction would
modify an existing transaction
over and over, re-printing a
receipt each time, canceling
the changes, and pocketing the
cash tendered. This option provides
another level of security each
store should implement. The
Print from Sales Entry security
option should remain off, and
can be found by selecting Setup
> Users > User Form > Security
Tab > Sales Tab.
Select the Sales Tax/VAT/GST
Rate in Sales Entry
The Sales Entry procedure has
been revised to include a button
that allows the clerk to set
the tax rate for the customer
just for current the transaction.
The user can set the customer
tax rate to the rate for the
store, to an alternate tax rate,
or can set the customer as tax
exempt. Simply select the button
displaying Tax/VAT/GST or the
current rate, and make your
selection. If you do not have
the security to perform the
operation, a message will be
displayed. Note: selecting a
new customer overrides the current
tax selection for the customer.
Payment Entry
Payment Entry has been enhanced
to allow the user to search
for transactions in the selection
list by Date, Ref No, Customer
name, invoice Total, Amount
Due, and Payment Amount. Selecting
the search button a second time
attempts to find the next matching
entry.
Demonstration/Training Data
When entering into Demonstation
or Training Mode, the program's
demonstration data is initialized
with with current dates.
Reporting Enhancements
There are several report enhancements
for 2009: (1) Credit, Debit,
and Gift Card numbers now print
on the Payment Manifest and
the Payment receipt. (2) Cost
of Goods Sold and Gross Profit
prints on the Cash Flow report.
The Sales by Customer, Clerk,
and Salesperson reports now
allow the reports to be grouped
by Customer and Salesperson.
The Detailed Item Sales report
can separate items sold by store
when printing for all or selected
stores. There is also a new
Max/Min Sales Analysis Report
that can be used to compare
average inventory turns to the
max/min levels for an item.
Max/Min Sales Analysis
This new report can be used
to compare the items you sell
with their max/min levels. There
are several options for comparing
sales to the current max min
levels of an inventory. There
is even an option to show items
with max/min levels and no sales
for the selected time period.
Cash Flow Report
The
Cash Flow Report has been expanded
to include the Cost of Goods
Sold and Gross profit.
Journal Entry/Accounting
Export
The Jounral Entry/Accounting
Export can now separate journal
entries by store and date. These
new features make it easy to
create separate Profit and Loss
reports by store in an accounting
package like QuickBooks.
Payment Manifest and Payment
Receipt
The Payment Manifest now prints
the last 4 digits of the credit,
debit, or gift card number if
the card was processed using
an integrated card processing
solution. The Payment Receipt
also prints the card used for
payment.
Sales by Customer/Clerk/Salesperson
The Sales by Customer and Saleperson
reports now provide the option
to print the report grouped
Customer and Salesperson. The
Sales by Clerk report can print
the report grouped by Customer
if desired.
Open Specials Orders and
Open Specials Orders Detail
Report
The Open Specials Orders and
Open Specials Orders Detail
Report now print the Bill To
name and the sub account name
if they exist. The report can
also be sorted by Bill To Name
then Sub-Account by using the
Options Tab.
Detailed Item Sales
The Detailed Item Sales report
can separate items sold by store
when printing for all or selected
stores.
Sales Receipts
Sales
Receipts print the word "Duplicate"
on both invoices and receipts
when a transaction is reprinted.
Fixes
Alternate Sales Tax Reporting
If you were using a special
tax provision that had two taxable
components, and the second component
included the tax in the first
as the taxbale amount for the
second, the Cash Flow report
was reporting non-taxbale sales
incorrectly. Taxable sales was
correct. This scenario was previously
only known to be possible for
retailers in Prince Edward Island
Canada. Fixed Now.
Maximized Windows
Some Windows are being left
in a maximized state incorrectly
and may be the result of slower
machines or slow video processing.
Littmann by Cherokee
EDI orders and ASN's now work
properly with the Littmann by
Cherokee product line. Revisions
were required since the items
could be already listed in inventory
for Prestige Medical.
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