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Version
4.01
New Features and Revisions
WebStore (Requires a
Valid Software Subscription)
With just a few clicks of the
mouse, you can create a WebStore
to list and sell the products
you have in your Inventory List
over the internet. All of the
WebStore set up and configuration
is done by selecting Setup >
WebStore.
Creating a professional WebStore
that is easy to maintain has
never been easier. Just select
the brands and departments to
include, select a professionally
designed graphic as the website
header (or pick your own), make
a few other setting selections,
and your WebStore is up and
running. Want to see what the
WebStore looks like in a Browser,
just select the WebStore button
on the Application Toolbar.
The integrated WebStore using
our proprietary Web Server technology
makes it simple to create and
maintain an on-line presence
for your retail operation. With
a WebStore, your customers will
be able to view your available
inventory, shop on-line anytime
of the day, review their purchase
history, re-print invoices,
check order status, and much
more. Employees can log into
the WebStore and run selected
reports, check out sales activity,
and much more. For more information,
see What's New in the Help system.
The WebStore Web Server technology
is truly a break-through technology
for the independent retailer.
It enables a seamless operation
between this program and the
WebStore and provides features
and capabilities only the largest
retailers enjoy.
Shopping Cart Functionality
will be available in 2nd Qtr
2011 for an additional monthly
fee.
To get started, all you need
to do is select Setup > WebStore.
The WebStore Configuration Form
helps you get your WebStore
defined and up in running in
just a few minutes. Once you
have the WebStore working, review
the on-line Help section on
Deploying the WebStore to the
Internet.
Images
The new Image List makes it
possible to store images of
products, people, logos, and
other items. Once an item has
been added to the Image List,
the image can be associated
with an item, customer, employee,
vendor, or department. Item
lookup windows and the WebStore
display the images to make product
identification and selection
easier.
Automatic Image Downloading
for “Connected” Vendors Vendors
that submit their product listing
to the Vendor Catalog also have
the option of making images
of their products available
on a website. When new items
are copied from the Vendor Catalog
to your inventory, the WebStore
Web Server will automatically
download images for the new
items.
Contracts
An
item on a contract can specify
“no discount”. This makes it
possible to create a list of
items for a group without having
to discount the items on the
contract.
Customer Form
The Customer Form was updated
to handle several new features
including the WebStore.
On the Billing Information Tab,
you can specify to always keep
special order items on one transaction
with sale items (i.e. do not
spilt the order). This overrides
the default setting for the
store. If a customer “Allows
sales on account”, you must
select the option to “Allow
sub-accounts ..” before sub-accounts
can be added to the customer.
On the Sales & Taxes Tab, you
can specify both an Alternate
Tax/VAT/GST rate and the taxable
options for the customer.
On the WebStore Tab, the Access
Tab enables you to specify an
email address and password for
the customer to log into the
WebStore. The Logs Tab is used
to display a log of all critical
WebStore activity for the customer.
The Billing Tab is present when
the customer can “Bill” purchases,
and is used to specify WebStore
Billing options for the account,
whether or not sub-accounts
can bill, and whether or not
new sub-accounts can be added.
Database Encryption
Basic file encryption has been
added to all database tables
that could store sensitive information.
Database Recovery
The Database Recovery (Recover
Damaged Data Files) process
now logs entries into the error
log if it cannot verify a file
was successfully recovered.
Descending Dates
The Batch Log, Card Transaction
Log, Cash Drawer List, Error
Log, and Time Clock List have
been revised to show the most
recent transaction first.
Connected Feature Options
Connected features can now be
turned on or off for a vendor
on the Purchasing Tab of the
Vendor Form.
Sales Entry Receipts
Sales Entry receipts can now
include the store website address.
Just add this information to
the Store Settings Form.
Sales Tax/VAT/GST Revisions
Sales Entry transactions can
specify an alternate tax rate
and indicate whether or not
the sale is taxable. It is also
possible to specify an alternate
tax rate for a customer and
indicate if the customer is
tax exempt. This new capability
makes it possible to track non-taxable
sales to alternate taxing jurisdictions.
Security Settings
New security settings were added
to the User Form to accommodate
the WebStore.
X-Charge XPressLink
Added the support necessary
to store credit card numbers
in the X-Charge “on-line” vault.
With this new X-Charge Server
feature, no credit card data
is ever stored (even encrypted)
on the computer that has the
X-Charge Server – totally eliminating
the possibility of having credit
card data stolen. Please contact
X-Charge support at 800-637-8268
for help implementing X-Charge
Server to use the new on-line
storage option. You can also
see www.x-charge.com for more
details.
My Account (Subscription
and Services) Access
Uniform
Solution Customers can now
access their registration information
on-file with Premier Data
Systems by selecting File >
My Account from The Uniform
Solution.
The My Account webpage displays
all active license numbers by
location, the date your software
subscription expires, the company
name and address on file, and
your account balance and payment
requirements. This interface
currently allows the user to
add, update, and remove credit
cards on file with Premier Data
Systems. Credit cards are stored
in a secure encrypted vault
and because they are entered
on-line nobody at PDS would
have access to the actual credit
card number.
On-Line Payments
using File > Registration
> Internet will
only allow payments to be made
with the "Primary" credit card
on file with the account. If
you are using The Uniform Solution
to make payments, make sure
you set up the credit card you
would like to use for payments.
To
access your account, select File
> My Account. The Uniform
Solution will contact our new
Registration Web Server and
request to view your registration
and account details in a Browser.
If the license number and zip
code (used by your local store
in store settings) matches what
is on file with PDS, you will
see your account information.
Access to your account requires
the security setting "Update
My Account" on the Setup Tab
of the User Form to be set to
enabled. You also have the option
of setting a password to access
your account once your Account
Settings are displayed. Future
enhancements to the My Account
webpage will include the ability
to setup automatic renewal of
software subscriptions and the
WebStore Shopping Cart functionality.
White Swan Vendor Stock Reporting
White Swan
has implemeted Vendor stock reporting.
You can activate VStock for
White Swan by selecting "White Swan"
on the Vendor Form > Purchasing
Tab > Connected
Options Tab.
Wink Scrubs EDI
Wink Scrubs
is ready to receive EDI Orders.
To use EDI with Winks, select
"Wink Scrubs" on the
Vendor Form > Purchasing Tab
> Connected Options Tab.
Williamson-Dickies EDI and
ASN
Williamson Dickies (workwear)
has implemented both EDI and
ASN capability. Please contact
Michelle Rodriguez at mrodriguez@dickies.com
about activating Williamson
Dickies for EDI and ASN capability
4.01
Release
Limitations for the WebStore
WebStore Products, Pricing,
and Images Notice
Inventory items, item pricing,
and new images added to items
(and included in the WebStore)
are only refreshed when a WebStore
Configuration or Content Page
is updated, or when “Refresh
WebStore” is selected from the
WebStore drop button on the
application toolbar. In the
future, this information will
be updated in the WebStore as
the information is changed.
In the current state, the Web
Server does automatically reload
this information once a day
shortly after midnight.
To force the WebStore to immediately
refresh inventory items, prices,
and images, select the Drop
Arrow on the WebStore button
on the Toolbar and select "Refresh
WebStore". This will force inventory
items and prices listed in the
WebStore to be refreshed in
the next 2 minutes.
Group/Contract Sign-in and
Pricing
Customers with Contract pricing
will not be able to see their
specific contract pricing if
they sign-in. If the customer
has a discount, pricing does
reflect the current discount
and will match what is seen
in Sales Entry.
Shopping Cart NOT Completed
Shopping Cart functionality
that allows a customer to select
items to purchase/order and
pay for them is NOT complete.
We hope to have this done in
1st to 2nd Qtr 2011. Credit
Card payments will be processed
using an X-Charge account. Shopping
Cart functionality will cost
approximately $100/month plus
1% of gross sales over $2K/month.
Fixes
Canadian Credit Card Postal
Code Verfication
Credit Cards with a Canadian
postal code for the billing
address were not being verified
correctly. Fixed Now.
Auto-Creating Purchase Orders
for Items Sold
If the Auto-Create was limited
to a single vendor that ordered
for one or more other Vendors,
the items from the other vendor
were not included. Fixed Now.
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