Features from Previous Releases

Transcription

1 Features from Previous Releases This document lists the new features from CounterPoint V through V Click a version number to browse the new features for that version or click a particular feature to view the documentation for that feature.

2 Features from Previous Releases 2 V Features (September 2009) CentOS and RedHat Enterprise Linux 5 support Pervasive PSQL v10 Transaction Manager Viewing spooled and archived reports by date/time Displaying reminder messages when users log in Tracking failed login attempts Show current user on screen Sage BusinessWorks 2009 MAS90 v4.2 QuickBooks 2009 (Windows) Changing an item s selling unit without changing its quantity Expanded vendor item cost break support User-defined price names Filtering Ecommerce items on the Stock status report Accessing customer notes from the Cash receipts screen Group customer changes utility Expanded vendor item cost break support Reproducing original purchase requests from history Advice replenishment adjustments for QoH/Max qty Credit card error logging Requiring ZIP Code only for address verification Using card identification services without address verification Support for VeriFone MX 800 payment terminals Diners Club cards processed as Discover transactions Support for partial authorizations and reversals Order Entry Option Changing an item s selling unit without changing its quantity Multi-Site Credit card information no longer included in transmission files

3 Features from Previous Releases 3 V Features (October 2008) Windows Vista Support Perfect Keyboard v7 Looking up users by name Sage BusinessWorks v8 (Windows) Peachtree 2009 MAS90 v4.2 Displaying customers addresses in Ticket Entry Automatically displaying customer/item images in Ticket Entry Single User ID/Password entry to open/close multiple drawers Including all imported lines in the Physical Count Import log Requiring color/size entry for gridded item adjustments Recording the Area for each counted item physical count Simplified entry of specific Note ID values for item notes Modify Grids utility allows swapping color and size values Deactivating loose kits Generating a CSV customer list for all customers Vendor-specific setting for order shortages Quick validation of auto-assigned serial numbers Defining quantity/cost breaks for vendor items Sales History Retail column added to Sales Analysis reports Payment History Selecting payments for deposit by payment type American Express CAPN certification for Paymentech EBT food stamps through RBS Lynk RBS Lynk stored value cards Improved cardholder security when users edit card numbers Basic Option Vendor status now used throughout Basic functions Discontinued Features Windows 98, NT4, and Unixware support discontinued

4 Features from Previous Releases 4 V Features (February 2008) NiceLabel Engine 5.1 Workstation Setup prompts for Pervasive.SQL version Linux support SCO Unix Open Server support SCO UnixWare support Sage Accpac 5.4 QuickBooks 2008 (Windows) Peachtree 2008 (Windows) Sage BusinessWorks v8 (Windows) Copying quotes Minimum credit card charge Total piece quantity on tickets Last P.O. # and Qty received fields on screen Scaling sales history values for Min/max advice report Looking up an item by barcode Setting a minimum price for items to include in Physical Count Display of vendor unit conversion factor for line items Display of stocking units for quantities on purchase requests Default delivery days by vendor Ecommerce Credit cards no longer charged for unshipped items American Express CAPN compliance Check processing through RBS Lynk EBT food stamps through RBS Lynk RBS Lynk stored value cards Receivables Option Using credit cards for cash receipts

5 Features from Previous Releases 5 V Features (July 2007) Pervasive.SQL v9 Default account lookup method by user Transaction log detail Expanded menus Purge mail utility BusinessWorks 7.0 Microsoft Dynamics GP 10.0 Second highest-priced item only coupons Ship-to zoom from lookup Entering serial numbers as item numbers Displaying category and sub-category notes Zoom from lookup for orders, layaways, holds, and quotes Summary reports Category and sub-category notes Deactivated items Group item change utility selection parameters Copy location specific sale prices Including active items only in item lookups Purge item notes utility Minimum order values for vendor items Printing labels while viewing items Including a category recap on the Valuation report Purge customer notes utility Future and Special Cost list Required purchase order fields and forms Purge vendor notes utility Warn user if quantity or cost ordered is below vendor minimum Timecards Timecard entry enhancements Minimum number of minutes for lunch breaks Labels Skipping labels on partially-used label sheets Labels for Datamax printers Sales History Sales Analysis by Item by Sales Rep report American Express CAPN certification RBS Lynk Basic Option Marking receivings as manually vouchered Order Entry Option Prompt codes in Order Entry Displaying category and sub-category notes

6 Features from Previous Releases 6 V Features (February 2007) Pervasive.SQL 2000i support discontinued Yesterday s date shortcut key Previous record shortcut key Microsoft Dynamics GP/Small Business Financials 9.0 QuickBooks 2007 Peachtree 2007 Specifying store credit numbers for returns Serial port enhancements Logging changes to item records Detailed transfer and adjustment history Preventing blank Category/Sub-category values in item records Excluding discontinued items from the Consolidated Grid report Logging changes to customer records Viewing Open/Closed items in descending order Labels Printing the tag list report by label code Purging item tags by label code Sales History User-specific default monthly history views American Express CAPN certification Paymentech stored value cards Card number masking on receipts and invoices Data Interchange Option Returning inventory on imported EDI orders

7 Features from Previous Releases 7 V Features (July 2006) Requiring new passwords User-specific password expiration settings Allowing blank passwords Template user authorizations Filtering CSV export files for history CounterPoint software download Pervasive.SQL for Windows downloads Automatically lock register after timeout Radiant P1550 and P1220 Point-of-Sale terminals Usage report based on date range Group discounts by weight (or volume) Special pricing for random weight items Renumber vendors Ecommerce Unlimited ecommerce categories Credit card number masking First Data South New Discover Card BIN range Basic Option Enhanced date format for A/P checks Separate Remittance Detail report for A/P checks Order Entry Option Retain Order Entry ship date during invoice posting

8 Features from Previous Releases 8 V Features (February 2006) Expanded report numbers NiceLabel Engine 4.0 (Windows) ACCPAC for Windows 5.3 BusinessWorks 6.0 (Windows) MAS QuickBooks 2006 (Windows) Radiant P1550 Point-of-Sale terminal Cash drop transactions Applying pay-on-account transactions to multiple invoices Quantity and price maximums Total quantity display Excluding non-discountable items from coupons Including sale items in group discount quantities Touchscreen Ticket Entry Recharge gift certificates Remain in sale mode option Including sale items in group discount quantities Transfer all inventory from a location Transfer reporting using average cost Generate CSV mail list data Ecommerce Exporting unit/cell ecommerce mapping values to CSV data Unlimited ecommerce categories (Windows) VeriFone Everest and Omni 7000 PIN pads CISP-Validated Payment Application First Data South (NaBanco) AVS pre-authorization Card identification (CVV2/CVC2/CID) for Retail merchants

9 Features from Previous Releases 9 V Features (October 2005) Password enhancements ASCII entry for import file delimiting character Deleting saved report parameters and formats Copy accounts User authorization for pay-on-account transactions Restrict store credits to current customer Disable auto-display of store credits Balance due after terms form field Fixed price coupons Recharge gift certificates Item prompts by transaction type Masking credit card numbers in Ticket Entry User authorization for pay-on-account transactions Auto-apply pay-on-account transactions Ship date ranges for Fill backorders function Improved void reporting Faster entry of repetitive vendor items Calculating earned loyalty point reductions addresses on statements Faster entry of repetitive open item information Form fields for copied Order Entry orders Include discontinued items on Advice Sales History Including multiple stores on Management history reports Ticket time on Ticket History report Sales analysis with or without discounts Deleting saved monthly history view layouts Deleting saved report parameters and formats File Utilities Remove lines without headers CISP compliance EBT food stamps for First Data North Basic Option Purge G/L History utility Faster entry of repetitive open item information Order Entry Option Invoice printing status display Ship date ranges for Fill backorders function Balance due after terms form field Safer invoice processing for restricted users Form fields for copied Order Entry orders