Till

New Option to stay in PLU (Keyboard) screen until the home button is pressed.

A new Till\BO option has been added to allow a user to stay in PLU (Keyboard) screen until the home button is pressed. Once a plu button is pressed it will add the item to the basket, but stay in the PLU screen. The button will then show the current qty of the item added to the basket and a new button to decrease the amount in the basket. Other plu buttons can then be pressed to add additional items to the basket.

You can only decrease the amount to 1. The usual voiding functionality needs to be used to remove the line completely from the basket.

Weighted and Open items will go automatically back to the basket screen. Also any lines that need to be void must be done via the basket screen using the normal process.

New Option for Account Searching

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New option in the Back Office settings to choose if the till account searching is to be done by the external account reference. If this option is not set it searches by account number. This is used in both account payments and account tendering.

If set the "3rd Party Acct No" is searched by and displayed in the "Number" column. If not set the "A/C No" is searched by and displayed in the "Cust No" column.

If option is set sub accounts will not be searched as they currently do not have the 3rd party account reference field.

Manually Enter Weight of a weighed article

3.3.1

There is a new option to enter a weight of a weighed article if you have scales that are not integrated. If the scale port setting is set to manual then all weighed articles will get prompted for the weight to be entered.

Account Searching Maximum Results

3.3.1 ED-2534 - Getting issue details... STATUS

When searching for a customer account on the till there is now a maximum number of results which is set to 200. This means that if there are more than 200 customers matching the criteria searched for none will be shown. If the search is then narrowed down (to less than 200 results) by providing more information in the search box the results will be shown. This is to prevent freezing issues when the grid is populating thousands of results on each character input.

Account Optionise Reference 2

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There is now a Global Till Option on the BO to disable and hide the Reference 2.

When this is flagged the field is hidden on the Account Lookup on the till and also the Prompt Ref 2 in Customer Maintenance on the BO.

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Remove Tax Breakdown on Receipt

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There is now a Global Till Option to Remove the VAT/GST breakdown on the receipts.

When this option is selected the VAT/GST breakdown will be removed from all receipts (regardless of locale). When reprinting the last receipt or a previous receipt the user will be given the option of printing with or without tax. If the site is a fuel site they will also be given the option to print a fuel only receipt (which always displays VAT/GST breakdown). If the site is a a fuel site but there was no fuel in the transaction the "Fuel Only" button is disabled.

Back Office

Cost Centres For Deli Management

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Cost centres can be set up to enter accurate costs for an entire department or commodity group before running either the CG Sales & GP or CG Sales & GP (VAT Exc) reports. All information can be found in the how-to guide.

Highlight the need to release prices on Label Print

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Added new message box highlighting the need to release prices at a later date if No is selected when printing labels.

On the History tab a new column has been added to show label batches that still have prices to print.

4 decimal places now supported in cost field

ED-2020 - Getting issue details... STATUS

UnitCost and CaseCost fields in grLine and batchline tables now support 4 decimal places. If a 4 digit case cost is displayed at the end of a product, invoice or price change file then this is displayed in the case cost column otherwise the original case cost value in the line is displayed.

Case cost at end of line:

No case cost at end of line:

Article Maintenance Unit Cost to 4 decimal places

3.3.2

Changes to the quick price screen to show 4 decimal place unit costs.

Change to article Maintenance to show 4 decimal place unit costs.

Improvement to Margin % calculation

3.3.2

The has been an improvement made to the Margin % calculation to include the increased accuracy of the 4 decimal place costs.

New Search For Deals

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The new search screen will automatically replace the old PLU lookup window when adding articles to a new deal or when updating a deal. Details can be found in the new search how-to guide.

Multiple Activation of Deals

3.3.1

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Multiple deals can now be selected for simultaneous activation, similar to delete functionality:

External Accounts Fields On Commodity Group

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New fields to save the external account details against the commodity groups - Dept Code and VAT Ref (GST Ref in Australia). If a Head Office system this is controlled at HO.

Linking an Order when creating a Goods Received note on the Back Office

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You can now create a Goods Received using an existing Completed Order on the system.

When adding a GRN there is an extra field to enter or lookup an order.

Full info on how to use this can be found in the how-to guide Goods Receiving - Linking an Order.

Range Updates for Cost Prices

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When updating or adding supplier prices via Article Maintenance,there is now an option to update by Range.

New Line Count Column in Goods Receiving

3.3.1

A new column has been added the the GR head to show the number of lines associated with the goods receiving invoice.

Improvements to Transaction Viewer

3.3.1

The size of the transaction header grid can be increased by dragging below the grid. The size of the filter panel can be reduced by dragging the left hand side of it.

The whole transaction screen can be maximised by click the new button on the top right of the panel.

The column state of the transaction head grid and transaction line grid are saves on exit of the screen an are the same on reentry of the screen.

Automatic Actioning-De-activation Batches in EOD

3.3.2 ED-2589 - Getting issue details... STATUS

There are two new settings at the Back Office to allow batches to be actioned or de-activated at EOD.You can choose to do this for only Promo batches or Price batches, or both:

Export & Upload BP Fuel Report in EOD

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There is a new option to export the fuel sales for the previous day and then upload this report to the update server (which will then be transferred to the server at BP). Details on this can be found at /wiki/spaces/EA/pages/34897936. To run this during the EOD process the BO option below must be turned on:

Cash Control - Lock Down Set Shift Day

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3.3.1

This has been implemented as an option to lock down Cash Control. The the BO options simply tick Lock Down Cash Control to stop the ability to change the Shift Day as detailed below.

When the option is flagged, set Shift Day has been locked down so that once a Shift Date is set against a shift, it CANNOT be changed!! Warnings have been added in make the user aware of this.

If a mistake is made then only Support can update it!

Print Weighed Labels

3.3.2

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There is a new option added on the Back Office to select if you want labels printed for weighed articles.

If this is ticked then the option to Generate a Label in Article Maintenance will no longer be locked and the article will also be flagged for a label if you change its price in Article Maintenance.

***Please note - once you change this Option you must restart the Back Office software for it to take affect!!

Quick Add For Ordering

3.3.2 ED-2735 - Getting issue details... STATUS

The user can now enter lines into the order layaway by entering the code (barcode or product code) and qty and selecting the "Add" button. This also enables the user to enter a product code that does not exist on the system and adds it to the order layaway. Lines can then be added to the order as before by selecting "Done".

Note: Articles not found ("Not On File") will not be saved in the layaway if the cancel button is selected.

Ability to add a credit account payment date to a previous day

3.3.3

Ability to add a payment to a previous day as long as the date is not before the last payment run.

Ability to set the dip time of a manual dip

3.3.3

The dip time of a manual dip can now be changed.

Head Office

Cost Centres For Deli Management

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Cost centres can be set up to enter accurate costs for an entire department or commodity group before running either the CG Sales & GP or CG Sales & GP (VAT Exc) reports.

If a Head Office system the cost centres must be maintained at Head Office for all shops. All information can be found in the how-to guide.

New Search For Deals

ED-1790 - Getting issue details... STATUS

The new search screen will automatically replace the old PLU lookup window when adding articles to a new deal or when updating a deal. Details can be found in the new search how-to guide. At head office the details of all shops will be displayed in the search when articles expanded.

Multiple Activation of Deals

3.3.1

ED-2499 - Getting issue details... STATUS

Multiple deals can now be selected for simultaneous activation, similar to delete functionality:

External Accounts Fields On Commodity Group

ED-2362 - Getting issue details... STATUS

New fields to save the external account details against the commodity groups - Dept Code and VAT Ref (GST Ref in Australia).

Retailer Drop Down Read Only

ED-2404 - Getting issue details... STATUS

Updated the retailer drop down to be read only in the screens it is not needed. This is to remove confusion over when it can be used.

Example of read only when not needed in the suppliers screen and not read only in the fuel maintenance screen:

Range/Shop Selection Updates for Cost Prices

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When updating or adding supplier prices via Article Maintenance,there are now options to update by Range and also by Shop Selection.

Group Info Screen

There is a screen at Head Office to enter Group Info.

If this is populated it will be used in the account reports.

Option to force price changes to all shops

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When this option is selected at HO the screen for shop selection is not displayed, all shops are automatically selected when a price change is done in article maintenance.

Automatic Actioning-De-activation Batches in EOD

3.3.2 ED-2589 - Getting issue details... STATUS

There are two new settings at the Head Office to allow batches to be actioned or de-activated at EOD. You can choose to do this for only Promo batches or Price batches, or both:

Option to force Deal changes to all shops

3.3.1

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When this option is selected at HO the screen for shop selection is not displayed, all shops are automatically selected when a deal is activated, deactivated, or edited at the Head Office.

Checking if Pricing Transferred to Back office(s)

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In Global Pricing at Head Office there is now an extra column that shows whether a Back Office has received new pricing created at the Head Office.

New HO Status Screen showing BO status

HeadOffice now show the status of all stores connected to it. This is updated every minute.

Improvements to Transaction Viewer

3.3.1

The size of the transaction header grid can be increased by dragging below the grid. The size of the filter panel can be reduced by dragging the left hand side of it.

The whole transaction screen can be maximised by click the new button on the top right of the panel.

The column state of the transaction head grid and transaction line grid are saves on exit of the screen an are the same on reentry of the screen.

General

DB Backups are zipped on creation

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All EOD backups are now zipped with an information file to easily identify the backup.

Reports

Fuel Discount Card Report

3.3.1

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Added a new parameter to the report run called Group By.

You can select to group the info by Fuel Type or Card Type. The default is Fuel. This then gives you a sub total on the report for the selected Group By.

VAT/GST Summary with Margin Report - Added a VAT/GST column and totals to the report

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HHU

Goods Received - Linking an Order using the HHU

3.3.2

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You can now link your Goods Receiving to an order when scanning in via the HHU and a new option Existing Order. For full details on how this works see Goods Receiving - Linking an Order

New option to select default reduction label print qty

3.3.2

ED-2823 - Getting issue details... STATUS

A new option property "Default Reduction Print Qty" (1 numeric digit) was added into Hand Held Units (HHU)

A new option control with label text of "Reduction label Qty" this is the default label print qty for each item reduced.