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Release Notes: Version 6.30 – 2018

Release Notes

2018 6.30

David Johnson – Tuesday, November  27, 2018

6.30 New

1. Reports Enhancements.

Export Reports. Over 80 reports can now be exported to a .CSV file
that can be opened and edited by Excel. Reports that can be exported
will have an Excel icon next to the report name on the menu, a button
to Export the report on the Printer and Output Selection dialog, or
will have the option at the top of Report Preview. After selecting
to export a report, you can select the sections of the report to
export. For example, some reports have sub totals right after a
detail section. In many cases you will not want the sub-totals and
choose to exclude them from the export by unchecking the section.
Enjoy!

Sales Reports for Groups/Retail Only. A new option has been added to
only include “Billed” or “Not Billed” sales on all Sales Reports.
This handy option will help you analyze the items that are selling on
the sales floor and are not affected by “Group” sales. Just select
a Sales report and set the “Billing” option to include All, Billed,
or Not Billed sales. Just for kicks start with the Top 40 Report
and see how the options affect your best sellers.

2. Signature Capture for Invoices. You can now use the signature
capture terminals from ChargeItPro and XCharge to save signatures for
invoices. This new feature is enabled and ready to capture signatures
for Billed Invoices, Payroll Deduction, Order Delivery, and Returns.
To modify the signatures capture setup, select Setup > Signature Capture.
There you will find the items already set up for you. You may set
items in the list to “inactive” if you do not want to collect
signatures, and you can add or modify existing items. Both receipts
and invoices with print the signatures with their purpose. These
signatures will be included in the Polling operation if you have remote
locations.

3. WebStore Enhancements. The WebStore now has multi-select filtering
to enable your WebStore customer to drill down to selected Brands,
Descriptions, and Departments. Each selection has a slight delay
before the “resort” occurs to allow the user to select more than one
option before the WebStore is re-displayed with their selections.
Each selectable option also displays how many items will match the
selection. List of items can now be sorted by price or item
descriptions in both ascending and descending order.

WebStore Content Pages. You can now save URL’s that are up to 256
characters when adding a link for a graphic.

WebStore Order Message. You can now set a custom message to print on
all WebStore Orders. This message replaces all the messages for Sales,
Special Orders, and On-account Invoices. Leave this message blank if
you wish to use the other messages. You can set this option on the
Store form by selecting Setup > Store > Store Number > Messages Tab.

WebStore Detailed Description. You can select to show the detailed
description for items in the WebStore on the main grid. On the WebStore
Configuration Form, select Stock > Show detailed description on Product
Page.

4. WebStore Remote Stock Lookup. WebStores can now show the current
stock levels at all locations – even “Remote” locations. Just
configure the setting in the “Stock” section of the WebStore
configuration to “show stock levels for all or selected stores”.
If the stores are Local (like in the US Cloud), there is nothing
else to do. If the stores are Remote locations, you will need to
setup the URL for the “Remote” store’s web server on the “Web Server”
Tab in Store Setup (i.e. Setup > Store > Web Server). At the
remote location, you will also “Approve” the Web Server on the
Device List (Setup > Mobile Devices and Web Servers).

The latest Mobile app for iOS and Android also supports Remote
Store Stock lookup. While you are on the sales floor, just lookup
an item and select to see stock from other stores.

5. Modernized UI. The icons used in the application have been updated
and give the application a more modern feel. Several List boxes have
been enhanced to show additional columns on larger monitors. Specific
enhancements are as follows:

Customer List Enhancements. The Customer List now displays additional
columns like the customer’s email address, their 2nd phone number,
and more as the window is made wider.

Tagging is now easier than ever too. You can hold the Control key and
Mouse click to Tag or UnTag a customer record. Selecting Shift + Mouse
click tags all the records between the currently highlighted record.

Copy Tagged Customer Emails to Clipboard. This is a very handy feature
that make it super easy to grab your customers emails for a campaign
or quick group email. After tagging at least one customer, select
Tag Options > Copy to Emails Clipboard (Tagged). You can then just
paste (Ctrl + V) the emails in the Clipboard to your mail client or
email campaign manager. If there is not an email address on the
General tab, the WebStore login email is used if it exists.

Purchase Order List. This list now displays the estimated delivery
date and the first 100 characters of any notes when the list is
fully expanded on larger monitors.

Purchase Order Item Notes. These notes are now displayed along with
the item details on the Purchase Order Receipt window and on the Form
used to display the received item details.

Inventory List. The Style and Product List boxes have additional
columns that are displayed as the window and table are made larger.
These include Taxable (Yes/No/Selected), Disc OK (Yes/No) and the
Detailed Description for the item.

Customer and Inventory Lists. These lists were reworked to display
on monitors with less vertical height. The customer list will hide
the image for a customer as the height becomes too small.

6. Catalog Enhancements. The Catalog has several enhancements to help
you know if you products are up-to-date and meets MAP pricing (if
provided by vendor). The Catalog List also displays MSRP for you
to review (if provided by vendor), and a new option called a
“conversion factor” can set your cost pricing using a multiplier.

Each downloaded Vendor Catalog now has a Published date, along with
a “Processed” date to indicate when the Catalog was synchronized with
your inventory. Since “steps” in the Catalog Utility can be skipped,
those steps are tracked and the following columns are listed to indicate
if your products are up-to-date or not: Pricing, Discontinued, and
New Items.

MAP pricing is an option you can choose to perform when synchronizing
the Catalog Utility. When “Verify retail pricing meets MAP pricing”
is checked, the utility will verify your products meet MAP pricing,
and if they don’t you will have the option to update them to meet
the MAP level.

The CFactor column displays the multiplier used to recalculate cost
prices in the Catalog. With the conversion factor active, the price
will be multiplied by the Conversion Factor (i.e. CFactor). If your
live in another country and need to convert your cost prices, or wish
to discount the cost price you use in the inventory list, just select
to update the vendor on the Catalog List, go to the Catalog Tab, and
set the Pricing Conversion Factor setting.

7. Contract Enhancements. Contracts have a new pricing option that sets
the Contract Price to the item’s cost or retail price and a plus or
minus (+/-) value. This new feature should help reduce the need to
enter more than one contract item for styles where the pricing varies
by size or color. After calculating the selling price for the item,
a new option can round up the calculated price to a fixed amount.
This works the same as the rounding function in the pricing formulas
for vendors.

Contract Items can be specified to be active only for the POS or the
WebStore. By default they are always active.

The Contract List now displays the WebStore Group name if one exists
and turns the Contract name, start date, and end date “red” when the
contract is no longer active.

Contracts now save a reference barcode for each item on the Contract
that enables the vendor, style, color, or size to remain current as
those values in inventory get updated by the Catalog or by manual
changes. When your data is converted to version 6.30 or newer,
Contract’s with contract items that do not match any items in
inventory are flagged with an exclamation. You should proceed update
these Contracts to either enter a valid item or remove the item from
the Contract.

The Welcome message for Contracts accessed in the WebStore has been
moved out of the “Notes” field for the Contract and into its own field
on the WebStore Tab in Contract Entry.

8. EdgeExpress for OpenEdge. Edge Express is a new integration method from
OpenEdge that processes EMV transactions much faster than X-Charge.
EdgeExpress integration has been fully integrated and will provide
drastically reduced transaction times. You will need to contact OpenEdge
Support and they will help you move your integration from X-Charge to
EdgeExpress. EdgeExpress does not have a “local” option to review
transactions like X-Charge. You will need to make sure you have your
OpenEdge Merchant Portal setup for you to access.

9. Customer Allowance Available in Sales Entry and the WebStore. The
customer “Allowance Available” in Sales Entry and the WebStore now
shows the amount “available” as the amount spent on invoices after
subtracting the balance on all open special orders. Therefore,
Allowance Available = Allowance – Spent (on invoices) – Open Special
Orders Balance. You can choose to NOT subtract the open balance on
special orders by turning off the setting “Show available allowance
after subtracting open special orders” on the System Settings Form
(Setup > System Options > Professional Tab).

10. Apply Store Discount to Contracts in POS. You can select a option to
apply the current store discount to all contract items – even when
the option to always use the contract price is set. Select Setup >
Store > Pricing > Apply store discounts to contracts at POS. Inform
AUW of this change and no longer using the INI file.

11. Allowance Printing. You can turn off the option to print the customer’s
allowance on invoices and receipts. Select Setup > Store > Update Store
> Messages Tab > Receipt and Invoice Printing Options < On Account
Preferences and turn off the option to “Print the customer’s allowance
and balance”.

12. Remit To Address. The remit to address from the Setup > System Options
now prints on Inkjet and Laser Invoices. Select Setup > Store > Update
Store > Messages Tab > Receipt and Invoice Printing Options < On Account
Preferences and turn off the option to “Print the remit to address..”.

13. Work Order Fees in Sales Entry. Fees added to Work Orders are now
automatically added in Sales Entry when a Work Order is added to an
item. Items on Contracts with Work Orders also include the item.
Work Order fees added in Sales Entry are NOT automatically removed
or updated when an item is deleted or changed.

14. Customer and Contract Shipping Options. Customers and Contracts can
now have 5 specific shipping options defined. For the WebStore, these
options can be used to either replace the default WebStore shipping
options, or to add them to the WebStore defaults. For Sales Entry,
you have the option to limit the shipping options the user can select,
and/or to specify a default shipping option. The default shipping option
can either be automatically added to selected transactions, or the
user can be prompted to add the default shipping option.

If both Customer and Contract shipping options exist, the option for
the Customer is used since it can be more specific.

15. Account Statements and Summary Invoice. These reports can now include
copies of each invoice after the statement or the summary invoice. Use
the option tab to include a copy of each invoice. Also fixed an issue
emailing statements to Rollup accounts. Statements were being emailed
to the first Billed account invoice instead of the rollup account. This
has been fixed.

16. Spring Footwear. Images are now being provided for Spring footwear
products. Enjoy!

17. Blauer VStock. Blauer is now providing V-Stock. Enjoy!

6.30 Revisions

1. Physical Inventory. Clearing Physical Inventory only clears the physical
inventory for the selected store when there are multiple stores.

2. White Swan VStock. White Swan has a new URL for VStock and this version
keeps VStock working like before.

3. Santi Clogs. Sanita Clogs is no longer a connected vendor. They
are shifting distribution to another company.

4. Added the security setting “Print special orders on Receiving Lists”.
Now special orders can be printed with this option or when the user
can create or modify receiving lists.

5. Customer Form now set the default to “Mobile” for the primary
phone number.

6. Inventory List F4-Sales. This process was not including items sold
for a store when the store did not maintain an inventory. Fixed.

7. Top 40 Sales Report. Color Descriptions were not being shown
unless the report was run for a single vendor. The first matching color
description in Inventory Standards is now displayed. Later we will
ensure the description is for one of the items counted in the totals.

8. Saving Transactions. You now use the keys Ctrl+Shift+Enter to
save a transaction and remain in Edit Mode. Previously you used
Ctrl+Shift+S for Sales, Payments, Contracts, PO’s, and Rec
Lists. Ctrl+Shift+S was also used for quick starting Sales Entry
Search so it did not start while the listed windows were open.

9. Cloud Receipt Printing. Added the option to turn off driver based
printing for receipts and credit card receipts. Add receiptdriveroff=1
to the [startup] section of the INI file for the station.
Note: This setting prevents the receipt barcode and captured
signatures from printing on the receipt.

10. WebStore Billing Terms. The Billing Terms for a Billed Account
are no longer displayed to a Sub-Account during check out.

11. Max/Min Import. The import help docs and a message box have
been updated to reflect column names that were previously revised.

12. Peppergate VStock. Peppergate updated their VStock url to a secure
connection. This new version is now required.

6.30 Fixes

1. WorkOrder Forms. Some characters for Work Order prompts (i.e. << or > or >>)
could make the Cart Page fail to display properly. This has been fixed.

2. Purchase Order List and Receiving List. When sorting by vendor, the list
could display transactions out of order. Fixed Now.

3. Texting Multiple Copies. Implemented code to prevent multiple copies
of a text from being sent in cases where responses do not come back
from Twilio as expected.

4. WebStore Search. This now searches on the WebStore Name for the vendor
not the company.

5. Account Statements with Invoices. Account Statements with invoices
included could be incorrect if thousands of invoices were included.
After printing statements with invoices and selecting to close the
program, the close down could take longer than expected.
Both are fixed now.

6. Cloud Printers. Fixed an issue that could cause a printer name
with a tiny name difference to not see the match on the name.
Fixed now.

7. OpenEdge WebStore and Canadian Credit Cards. Canadian customers
where not able to use their credit cards with a Canadian Postal code
as the Billing Address. Fixed now.

8. Work Order Entry. Fixed a lockup issue trying to edit a Work Order that
saved incorrectly.

Updated on November 27, 2018

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