Till

New Secure Till Mode Option

A new Global Till Option has been added to enforce a secure till mode.  This means that when an employee logs onto a till, it is "in use" by them until they run a Z Read.

For full details on how this works see Secure Till Mode in How-To Articles.

Prepay By Volume

When doing Prepay on a pump you can now enter a volume to be authorised against a pump. More detail available from the Prepay page in the How-To Articles.

Updated Grid Layout

New Coloured discount line within grid

The grid now shows item discount and reduction discount below the line that has been reduced.

New Discount Summary section

The discount summary section now shows the total discount applied to the basket along with a summary of all the different discounts that make up that total.

New Tender Section

There is a new tender section to better highlight the current tender status of the basket. Showing the sub-total of the basket allow with all current tenders and the outstanding balance to close the off the basket.

Improved cashier message to the cashier that CashBack \ CashOut is included in the change of the basket.  

The Basket SubTotal \ tender control now shows an improved message when cashback \ cashout is included in the basket. 

Fuel Cards can now be used to claim for recalled No means to Pay / Drive Off 

All fuel enabled credit card solutions can now use fuel cards to tender off a recalled no means to pay or drive off transaction. These currently includes Texaco, BP UK, Quest and SagePay.

Credit Account Purchases

When purchasing items via credit account, if a basket item is not permitted via credit account restrictions (see "Credit Account Restrictions" below for how to create credit account restrictions), then the following screen is displayed showing those basket items which cannot be purchased.

The till operator can click the [ Void All ] button in order to proceed with the purchase of the other items in the basket. See Credit Accounts in the How-To Articles for more information.

Credit Account Payments - Entering a Tender Value

3.4.3

You can now enter in a tender amount when making an account payment at the till which will then tell you the change value.

E.G. Account Payment for 4.99, Tender 5.00 Cash, Change 0.01

Credit Accounts - Overriding an Exceeded Credit Limit

3.4.3

There is a new authorisation option for restricting who can override an account charge on an account that has exceeded their credit limit. For full details see Overriding an Exceeded Credit Limit Account Charge. 

New option to allow Payback Loyalty screen to only show when a loyalty card has been pre-scanned

 3.4.4

New option to allow Payback Loyalty screen to only show when a loyalty card has been pre-scanned

Quest Velocity Burn support

 3.4.6

Quest Credit card solution now supports Velocity burn loyalty

Kitchen Printer 

3.4.7

Option added in so that a second receipt can be printed out in the kitchen with food orders. More information can be found here, Receipt - Print to Kitchen Printer.

Cash Reconciliation - Coupon Declarations

3.4.7

It is now possible to declare coupon totals at cash declaration time, broken down by the coupon type/description. See documentation /wiki/spaces/SUP/pages/74940422 for more information.

Cash Reconciliation - Manual Card Declarations

3.4.7

It is now possible to declare manual credit card totals at cash declaration time, broken down by the individual manual card. See documentation /wiki/spaces/SUP/pages/79364144 for more information.

Authorisation of Fuel while using BP (UK) Credit Card Solution

3.4.7

It is now possible to authorise fuel while the BP credit card message prompts are being displayed. 

New Fuel Card receipt layout

3.4.7

There is now a new Fuel Card receipt layout. Currently supported by BP (UK) and Sagepay credit card solutions.

Limit refund tenders to the tender types of the original receipt

3.4.8

When refunding a scanned receipt the tender types of the new transaction can be limited to the tenders that tendered off the original transaction. For example if the original transaction as tendered off with a credit card then the refund can only be refunded back onto a credit card. This is functionality is off by default. 

Back Office 

Global Till Option - Turn off/on Receipts

There is now a new option on the BO that allows you to globally turn off/on receipts.

Global Till Option - Hide secondary currency for cash pickups

If a seconday currency has been setup it can now be hidden when doing a cash pickup.

Global Till Option - Suppress ZRead receipt print

Suppress the printing of the ZRead receipt for any cash off procedure.

Global Till Option - Block Scanning of Fuel Receipts for refunds

3.4.3

When set scanning of any receipt that contains fuel will be blocked.

Goods Receiving linking an order - Linking to an existing GRN (CM Invoices)

You can now link an order to an already existing GRN. See Goods Receiving - Linking an Order for full details.

User/Group Authorisation Fully Locked Down

See Employee Groups, Authority Levels and Authorisation for full details.

New Hot Food Sales Improvement (Extra Receipt Information)

There are a number of new functions added to help in the aid of Hot Food Sales.

• Add extra article information to the lines on the receipt.
• Add extra receipt header information.
• Set default number of receipts to be printed.
• Add a Ticket No to the receipts.

See Deli/Hot Food Sales Receipt Functions for full details.

Stock Transfers

Stock transfers now work differently on a back office to a back office attached to a head office.  For details see Stock Transfers.

The main improvements are:

• Inter-shop stock transfers are now possible when linked to a head office.
• When adding articles to a stock transfer the new search screen is now used for easier searching and layaway features.
• First In First Out (FIFO) cost prices are used to calculate the cost prices for stock transfers.

Notifications

SEL's to Print, Prices to Release, Order(s) to Send etc. have been replaced with Notifications. Stock Notifications, a new feature to notify the store when articles are approaching minimum stock level, at minimum stock level, or out of stock will also appear in the Notifications section, at the bottom right of the Back Office. See /wiki/spaces/SUP/pages/44007467 for further information and how to set up and use Notifications.

New Last Sold Date field in Article Maintenance

There is a new last sold date available via article maintenance. This date will be populated as new sales are processed.

New Maximum Sale Qty Field in Article Maintenance

A new Maximum Basket Qty field has been added. When set this will limit the quantity that can be added to a single basket to the value set. For more detail see the Max Qty Page.

Actual Daily and Weekly Sales on Order Line Screen

On the order lines tab on the orders screen there is now a bar graph showing the actual daily sales for the last 14 days and another showing the actual weekly sales for the last 13 weeks when an order line is selected. For more details see the Orders Screen.

UC3 Mettler scales interface

The new UC3 scales can now be used with Edgepos. This will still work the same way as the previous BC scales. There is a BO option to change the scale type from the BC scale to the new UC3 scale. Set up notes can be found here, UC3 scale setup

Dual Scale

3.4.4

Both the UC3 and the BC scale can now work at the same time connected to one back office. Setup notes can be found here, Dual Scale Setup.

Credit Account Restrictions

There is a new checkbox (and associated button) on the "Main Account" and "Sub Account" tabs of customer maintenance. These checkboxes, each entitled "Restrict by Commodity Group", and the associated [ Choose ] buttons allow for the definition of commodity group restrictions (and article restrictions) which will be applied to credit account purchases.

Clicking the [ Choose ] button will open the "Customer Credit Account Restrictions" screen from which the credit account restrictions can be created.

See Credit Accounts in the How-To Articles for more information.

Screen Lockdown by Authorisation Level

We have introduced a way to disable screens using Authority Levels.  This is currently only available for the Customer Maintenance screen. There is a BO Option that allows you to select the lowest level you allow to have access to edit the screen. 

Stocktake line export to excel 

3.4.1

The lines of a stock count can now be exported to excel for easier filtering for spot checks. As part of this there has also been the addition of the department field for easier filtering. 

See below for an example of the excel export. Add Filter to line 3 to be able to narrow the data down.

Raw Data Export from Transaction Viewer

3.4.4

Via the Excel button in the transaction you can now export the filtered raw data into spreadsheet.

See Example Transaction_010115_010115.xls

Block Batches Updating Costs by Supplier

3.4.5

There is now a means to prevent automatically-uploaded batches such as price files and product files from overwriting costs based on the supplier number. Note that this does not affect Invoices or manually-created batches, and will still allow a cost to be created in the case of a new product being created. 

This is accessed in Supplier Maintenance. On Head Office systems this is managed at Head Office. 

Margin Update on Changing Tax Rate

3.4.7

On updating the Tax Rate via the maintenance screen, the margins for all articles on the given Tax Code will be automatically updated. 

Cash FX Safe Floats and Maintenance

3.4.7

It is now possible to use Cash FX safe floats to maintain and monitor cash FX amounts in-store. This is a setting against the Safe Float to mark it as a Cash FX float. Once this is set, safe rules must be set up against the float to mirror normal cash flow. Once this is done, the system will automatically track cash FX against the Cash FX float via operations like shift reconciliation, safe drops, banking etc. To bring the rest of Cash Control into line with this new feature, Cash FX is now available in Banking also, and Banking may be carried out against Cash FX on it's own also. 

Cash Reconciliation - Coupon Maintenance/Declaration

3.4.7

There is now a means to create and edit coupon descriptions, which will allow coupon declarations to be broken down by coupon description. See documentation /wiki/spaces/SUP/pages/74940422 for more information.

The main features are:

• Ability to create, update or delete Coupon Descriptions
• Use these coupon descriptions at cash reconciliation time to break down the Coupon total by which Coupon was used. 

Cash Reconciliation - Manual Card Declarations

3.4.7

It is now possible to declare manual credit card totals at cash declaration time, broken down by the individual manual card. See documentation /wiki/spaces/SUP/pages/79364144 for more information.

The main features are:

• Ability to break down the Credit Card total at cash reconciliation time per each Manual Credit Card. 
• Manual card maintenance has not been changed. 

Explanation Codes - and Payouts

3.4.7

Explanation Type Payin/Payout will now be split into Payins and Payouts. All explanation codes will be copied to the new explanation types on updating, and from this point on the lists of payins and payouts will be separate. See documentation /wiki/spaces/ED/pages/87392304 for further details of how these will change going forward.

NOTE: These changes ONLY affect Explanation Codes of type Payin/Payout. All other Explanation Codes will remain unchanged. 

Sales Summary Export

3.4.7

Data for the Sales Summary can now be exported at End of Day into a JSON file, which can be picked up and processed. See /wiki/spaces/SUP/pages/89915412 for further information on how to set up this, and how it works. 

Hourly Cash Export

3.4.7

The Hourly Cash Export can now be used to export cash held in-store to a JSON file, which can be picked up and processed. See /wiki/spaces/SUP/pages/90472453 for more information. 

Edgepos REST 

3.4.7

The ability to import and export certain information such as coupon information, payin and payout explanation code information, scale data, VAT codes and also currency rates. See documentation /wiki/spaces/SUP/pages/52756486 for further details. 

Cash Control - Safe Count Hide Expected Value

3.4.7

There is a Back Office, Cash Control option, that hides the expected and variance values when doing a Safe Count. See Cash Control - Safe count hide expected value for full details. 

Cash Control - Print Shift Day button

3.4.8

There is a new button that allows you to reprint the Day Shift Reconciliation report. You just select one of the shifts in the Shift Day you want to print and select Print Shift Day.

Export Current Stock Program

3.4.9

Program add to manually export the stock for each article. See Current Stock Export Program for full details.

Report Weighed Articles as a Quantity

3.4.7

There is a new setting in article maintenance, that when set will update Stock and Sales as a quantity, rather than a weight. This would be used for prepacked weighed articles should you wish to control stock etc in this way.

It can also be used for the U.K. Lottery tickets to stop them reporting as a weighed article. See Report Prepacked Weighed Articles as a Quantity for full details.

New SEL/Label Type Setting

3.4.12

There has been a new drop down added to Commodity Group Maintenance and Article Maintenance, to set the default type of SEL/Label that is printed for an article. These are currently just Standard and Tobacco.

See SEL/Label Types for full details.

Head Office

Stock Transfers

New functionality to enable stock transfers at the head office - the user can now create a stock transfer at head office to transfer stock between shops.  For details see Stock Transfers.

The main features are:

• Stock transfers can be created at Head Office to transfer stock between stores.
• First In First Out (FIFO) cost prices are used to calculate the cost prices for stock transfers.  These cost prices are then transferred with the stock transfer to the other store.
• Stock transfers created at each back office can be viewed at the head office.
• Alerts are displayed on the stock transfers at Head Office if the received quantity does not match the sent quantity or if the margin at the receiving shop is less than the margin at the sending shop.

Credit Account Restrictions

Similar to the Back Office, there are new checkboxes (and associated buttons) on the "Main Account" and "Sub Account" tabs of Head Office customer maintenance. These checkboxes, each entitled "Restrict by Commodity Group", and the associated [ Choose ] buttons allow for the definition of commodity group restrictions (and article restrictions) which will be applied to credit account purchases.

Clicking the [ Choose ] button will open the "Customer Credit Account Restrictions" screen from which the credit account restrictions can be created.

See Credit Accounts in the How-To Articles for more information.

Screen Lockdown by Authorisation Level

We have introduced a way to disable screens using Authority Levels.  This is currently only available for the Customer Maintenance screen. There is a HO Option that allows you to select the lowest level you allow to have access to edit the screen. 

Block Batches Updating Costs by Supplier

3.4.5

There is now a means to prevent automatically-uploaded batches such as price files and product files from overwriting costs based on the supplier number. Note that this does not affect Invoices or manually-created batches, and will still allow a cost to be created in the case of a new product being created. 

This is accessed in Supplier Maintenance. 

Reports

Addition of Auth Code to EFT Transaction Report. 

There has been an addition of the auth code to the EFT transaction report. All available credit card solutions new pass this information through to EDGEPoS.

New Report for High\low margin by sales

report that can for a date range to highlight low or high margin articles based on sales.

Totals added at bottom of Top N By X Report

The Qty, sales and profit are now totals at the bottom of the report.

New Report For Articles

report to highlight all articles that have sold below a user entered amount within a date range to today.

New Report Article Hourly Sales

New report that shows the sales value by at article level. It can by Supplier and Department down to Commodity Group level. 

Shift Reporting

Reports can now be generated based on Shifts rather than Transaction Date. For full details see Shift Report on the Reporting Options page.

CG Sales - Compare by Weekday

You can select for the Variance from last years sales to be calculated by getting the previous years sales by the day of the week, rather than date. 

For full details see Compare by Weekday on the Reporting Options page.

New Report Department Sales by Day

3.4.4

A new report found in the Sales section, that can be ran by a date range or Shift Day detailing the sales and non-scans, by department for each day.

New Report Loyalty Transactions

3.4.4

A new report in the Audit section that can be ran by Date Range or Shift Day and grouped by Till or Employee detailing any loyalty against transactions in the selected date range.

Price Checking report - extra filters added

3.4.5

You can now filter the Price Check report by Supplier and by Department structure.

Stock Valuation Reports and Stocktake Reports - Added Net Realisable Value and Stock Value to reports

3.4.7

Any reports with Stock Valuation have been updated to show the Stock NRV and Stock Value. See Stock Value and Net Realisable Value for more information.

New Report Stocktake Valuation Report

3.4.7

There has been a new report added to the Stocktake reports called Stocktake Valuation. It is generated after the other reports during the stocktake process and can also be accessed from Report Viewer.

Password Audit Refund Change

3.4.8

 A new entry has been added to show the reason for a refund before the refund lines have been added.

Stock Audit Summary Report

3.4.10

The Stock Audit Summary report has been improved to include everything that affects stock.

HHU

Wastage - Allow negative value

You can now enter a negative value when doing wastage to allow you to negate mistakes.

This shows up as a separate line on the wastage reports. You can either enter a negative figure in the Qty box on the HHU, or use the minus button to enter the correct figure.

When a minus wastage is done, the stock is increased by the value entered. **Please note that this will decrease the accuracy of FIFO if the store is using it!! 

Time out if disconnected from back office

There is new functionality to display to the user when the handheld is connected to the back office and working and also a time out setting which will stop the connection after a specified number of seconds.  The number of seconds before a time out can be changed in the HHU settings on the back office (the default is 5 seconds if not set).

The screens that currently use this functionality are:

• Goods receiving
• Goods returns
• Price checking
• Stock transfers
• Ordering

When communicating with the back office a loading icon will be displayed to indicate to the user that it is currently working.  When this loading icon is displayed and a barcode is scanned an alert will be heard and the barcode will need to be scanned again when the current communication is complete and the handheld is ready to process the next article.  If the process is still trying to communicate with the back office when the time out limit is reached the connection will be closed, a time out message displayed and the user taken back to the previous screen. 

Redesign of screens

All screens on the handheld have been updated to improve usability.  

• Text has been made bigger, input boxes have been made bigger and select menus improved to be easier to use. 
• A new logout button has been added to the top left of the screen (as the Marketstall logo at the bottom has been removed) .
• Extra information has been added to the goods return,goods receiving and stock transfer screens for RRP and unit cost.
• All case size selection boxes will now default to the current case size for the article (unless the article is already in a stock transfer which will default to the case in the transfer).
• After entering one article to the goods return, goods receiving or stock transfer the choice of cases or units will be remembered for the next article.  This choice will still initially still be the choice in the setting that can be updated on the back office.

The TUC (Outer barcode) can now be used via the Goods Receiving screen

3.4.1

On scanning of the TUC it will retrieve the information about the article and also set the case size. 

Deals

External Deal Trigger

A new field has been added a deal that will allow an external alphanumeric barcode to trigger a deal. If an external trigger has been defined then the deal will not be applied until this external trigger has been scanned at the till. For more details see the External Deal Trigger page.

New Enhanced XGroup Deal

3.4.4

This new deal is the same as the XGroup deal, but allows the same article to be in both must buy groups. This means it can both trigger the deal and get discount applied to it. See the Deals page for more info.

New Enhanced Currency XGroup Deal

3.4.4

This new deal is the same as the Enhanced XGroup deal, except that the deal action is the amount that the article is to be reduced too. See the Deals page for more info.

Installer

Various improvements to the installer 

This a full roll back to version on the failure of the install for both the DB and the code and the detection of already running prowin32.exe processes.

System

Time Sync between client

3.4.4

You can now set the time sync between Till and the BackOffice, and the backOffice and the HeadOffice. This will allow all the times to be the same across the EDGEPoS system. See /wiki/spaces/SUP/pages/67239947 Page for details.

Log Grabber Program

3.4.10

New program to run from Setup screen, that grabs all the log files for debugging. See /wiki/spaces/SUP/pages/94797838 for full details.

Credit Accounts

Disable Payments and Adjustments 

There are new options to disable/hide the payment and adjustment tabs on Credit Accounts.

See Credit Accounts for full details.

Moving a Transaction

There is now a facility to move a transaction to another account.

See Credit Accounts - Moving a Transaction for full details.

New Statement Detail Format - Show all outstanding invoices/payments

3.4.4

There is a new option to change the format of the detail on a Customer Statement.  

This new format removes the Opening balance line and instead lists all the payments and invoices with an outstanding balance. 

Standard Statement Detail

New Statement Detail Option

See Credit Accounts - Showing all Outstanding Invoices/Payments on Customer Statement for full details.

Statement Report Formats

3.4.4

There are 2 new Customer Statement report formats. See Credit Accounts - Statement Report Formats for full details.

BACS and Electronic Payments

3.4.4

The term has been updated everywhere to be Direct Debit to keep it the same across the system.