M. David Matney
07-03-2010, 12:33 PM
Added a Print Packing Slip Button when you mark and order complete. This will allow you to print a packing slip even for orders that are will-call/pickup
When posting check payments, if a payment is posted to an invoice in a check batch, and then another payment is posted to that same customer, the invoice that had a previous check posted would show $0.00 as a selectable invoice to post payments to. This has been corrected so invoices with payments in the same payment batch that have payments posted and thus zeroing the amount due, the invoice will not show up in the list of invoices to post to.
Products now have a Warehouse Location, and a Shelf Location. This will be used in the Pick Ticketing System also enhanced in this release
When an order is entered that has products whereby the inventory for that product is tracked, you can print a pick ticket which can be used to pull product. Pick Tickets can be printed from the Print Forms Screen while maintaining an order. Note. ONLY PRODUCTS THAT HAVE INVENTORY TRACKING TURNED ON WILL APPEAR ON THE PICK TICKET. PRODUCTS WITHOUT INVENTORY TRACKING TURNED ON, WILL BE OMMITTED AS THERE ISN’T ANY INVENTORY LOCATIONS SPECIFIED FOR NON-TRACKED INVENTORY ITEMS
Previously, if you marked and order complete, you would have to click Done to have an Invoice Generated and then go back into the order if you wanted to view the invoice. We have changed it so that when you mark and order complete, the invoice is immediately generated if it is to be direct billed, or if there is a zero balance due on the order. No need to exit the order and go back in.
Previously if you selected a shipping method for an order whereby the shipping method required a shipping address, there was not any validation to “FORCE” you to enter a shipping address. This has been corrected so that all shipping methods that require a shipping address will now require the entry operator to enter a shipping address.
General Ledger Category and Sub-Category is now required on Maintain Product, Maintain Shipping Method, Maintain Payment Method, and Maintain Coupon Codes
The Back Button on the Maintain Payment Batch Check Screen has been replaced with a ‘Cancel Payment’ Button which will allow you to delete or cancel the payment from the payment batch.
There is a new option from the Main Menu to access the Licensing Subsystem Directly from within the POS/CIS System. This option appears directly above the “About POS/CIS System” option.
Fixed the Calculations on the “oops” screen that pops up if you try to trigger an even to mark and order picked up and there is a balance due.
On the Maintain Customer Screen, we have now added validation to ensure entry of fields is completed before allowing you to proceed to close the maintain customers screen. This will prevent problems when creating new orders for customers whereby you have not setup the customer correctly.
Fixed the City, State, Past Due Balance and Balance Due Sorts on the Work with Accounts Receivable screen so that customers with a credit balance due will also sort in the list
Added a Printout for Accounts Receivable capable of multiple sorts and balance due selection criterion.
New Log files track what employees are doing within the POS/CIS Order Subsystem. Logs are only viewable by those with authority to “Manage Associates” – The Logs for Maintain Order May be viewed by going to the “Order Statistics” on the Maintain Order Screen, and click on “View Log” – On Maintain Order Line, Click on “View Log” – On Maintain Order Line Items Need To Order click on “View Log” - Again you must be logged into the POS with a user with authority to manager associates. If you are not, then you will not see the “view log” button.
Internet Time Server Functionality. If you have a constant Live connection to the Internet, you can turn on the “Internet Time Server” functions. What this will do is go out to check Internet time servers on a periodic schedule and update your computers date and time. Up to 3 internet time servers may be selected and each will be checked in order from primary to tertiary. So if one time server is offline, you the POS/CIS will check the secondary, and then the tertiary. In addition, the POS/CIS will now do an automatic check against the time servers before any critical date/time stamp functions such as employees clocking in and out. Recording of log entries as described in Point 14 above. This ensure accurate date and time and prevents employees from changing their computers date and time to clock in or out because even if they do change it, and you have the Time Servers turned on, the POS/CIS will reset the clock on the computer back to GMT time (less local time zone factors) BEFORE clocking in or out or before recording any log entries.
Added Ability to Specify Product Height, Width, Thickness and weight on the Product. These values will be used in future versions for calculation of shipping charges for UPS Worldship® as well as website e-commerce integration.
Added ASI Number to maintain vendor to track the ASI Number of vendors for those that sell ASI. More ASI Integration features will be forthcoming in future versions of the POS/CIS
When posting check payments, if a payment is posted to an invoice in a check batch, and then another payment is posted to that same customer, the invoice that had a previous check posted would show $0.00 as a selectable invoice to post payments to. This has been corrected so invoices with payments in the same payment batch that have payments posted and thus zeroing the amount due, the invoice will not show up in the list of invoices to post to.
Products now have a Warehouse Location, and a Shelf Location. This will be used in the Pick Ticketing System also enhanced in this release
When an order is entered that has products whereby the inventory for that product is tracked, you can print a pick ticket which can be used to pull product. Pick Tickets can be printed from the Print Forms Screen while maintaining an order. Note. ONLY PRODUCTS THAT HAVE INVENTORY TRACKING TURNED ON WILL APPEAR ON THE PICK TICKET. PRODUCTS WITHOUT INVENTORY TRACKING TURNED ON, WILL BE OMMITTED AS THERE ISN’T ANY INVENTORY LOCATIONS SPECIFIED FOR NON-TRACKED INVENTORY ITEMS
Previously, if you marked and order complete, you would have to click Done to have an Invoice Generated and then go back into the order if you wanted to view the invoice. We have changed it so that when you mark and order complete, the invoice is immediately generated if it is to be direct billed, or if there is a zero balance due on the order. No need to exit the order and go back in.
Previously if you selected a shipping method for an order whereby the shipping method required a shipping address, there was not any validation to “FORCE” you to enter a shipping address. This has been corrected so that all shipping methods that require a shipping address will now require the entry operator to enter a shipping address.
General Ledger Category and Sub-Category is now required on Maintain Product, Maintain Shipping Method, Maintain Payment Method, and Maintain Coupon Codes
The Back Button on the Maintain Payment Batch Check Screen has been replaced with a ‘Cancel Payment’ Button which will allow you to delete or cancel the payment from the payment batch.
There is a new option from the Main Menu to access the Licensing Subsystem Directly from within the POS/CIS System. This option appears directly above the “About POS/CIS System” option.
Fixed the Calculations on the “oops” screen that pops up if you try to trigger an even to mark and order picked up and there is a balance due.
On the Maintain Customer Screen, we have now added validation to ensure entry of fields is completed before allowing you to proceed to close the maintain customers screen. This will prevent problems when creating new orders for customers whereby you have not setup the customer correctly.
Fixed the City, State, Past Due Balance and Balance Due Sorts on the Work with Accounts Receivable screen so that customers with a credit balance due will also sort in the list
Added a Printout for Accounts Receivable capable of multiple sorts and balance due selection criterion.
New Log files track what employees are doing within the POS/CIS Order Subsystem. Logs are only viewable by those with authority to “Manage Associates” – The Logs for Maintain Order May be viewed by going to the “Order Statistics” on the Maintain Order Screen, and click on “View Log” – On Maintain Order Line, Click on “View Log” – On Maintain Order Line Items Need To Order click on “View Log” - Again you must be logged into the POS with a user with authority to manager associates. If you are not, then you will not see the “view log” button.
Internet Time Server Functionality. If you have a constant Live connection to the Internet, you can turn on the “Internet Time Server” functions. What this will do is go out to check Internet time servers on a periodic schedule and update your computers date and time. Up to 3 internet time servers may be selected and each will be checked in order from primary to tertiary. So if one time server is offline, you the POS/CIS will check the secondary, and then the tertiary. In addition, the POS/CIS will now do an automatic check against the time servers before any critical date/time stamp functions such as employees clocking in and out. Recording of log entries as described in Point 14 above. This ensure accurate date and time and prevents employees from changing their computers date and time to clock in or out because even if they do change it, and you have the Time Servers turned on, the POS/CIS will reset the clock on the computer back to GMT time (less local time zone factors) BEFORE clocking in or out or before recording any log entries.
Added Ability to Specify Product Height, Width, Thickness and weight on the Product. These values will be used in future versions for calculation of shipping charges for UPS Worldship® as well as website e-commerce integration.
Added ASI Number to maintain vendor to track the ASI Number of vendors for those that sell ASI. More ASI Integration features will be forthcoming in future versions of the POS/CIS