Version 4.0.9.3-02/17/16 MAJOR ENHANCEMENTS: Moneris Integration for Home Hardware Stores. Includes processing of Debit and Credit transactions communicating directly with a Moneris Pinpad. Allows for processing of HomeCard charges and payments as well as recording Aeroplan Miles. To implement we must co-ordinate replacing your existing Pinpad and activating the service. Please contact CashierPRO support for further details or to sign up. Enhanced the Mercury Payment Systems Integration for Debit and Credit card processing for U.S. stores to include EMV (Chip Card) processing. New CashierPRO Icons. We have updated our icons with high-resolution images. Changes to allow processing 10 digit UPC codes. When converting a Profitmaster store to CashierPRO, the UPCs come in as 10 digit numbers with the first and last digit stripped. This option is turned off by default. Changes were made to the Sale Close screen, Account screen and Manual Payment Apply screen to handle displaying amounts up to 999,999.99. Also made changes to the A/R Aging and A/R Transaction Detail reports to handle larger amounts. Added the Phone Number to the Special Orders/Layaways report. Added an option to prompt, when uploading a count, whether to Add or Replace if a second occurrence of an item is added to the same count. This allows for scenarios where 2 items may have different UPC codes when uploading an initial count. Currently the count of the first item scanned would be ignored and the second scan would take precedence. This option can be especially helpful in stores that have done Banner Conversions as there may be 2 different UPC codes scanned that could map to the same item. This option is turned off by default. Changes to the screen that appears in Tablet Mode when an item is scanned from the Inventory Maintenance screen to add a "Mark Counted" button. This will give stores the option to use the Inventory Maintenance screen for Cycle Counts or Full Store Counts instead of using the Inventory Counting process. Corrected an issue with the Seljax Export program whereby the board foot unit "MBF" was being put in the wrong place. Corrected an issue whereby an Item to Vendor link was being created as the primary vendor when a Buying Group order is created for a non-buying group item. Chalifour Buying Group Specific: Corrected Buy Conversion issues with Chalifour Items. Version 4.0.9.2-11/22/15 Added an option Receiving Item screen used when receiving on a tablet or using the receiving station feature to default the quantity received to the full quantity instead of updating the quantity by every scan. This option is turned off by default.
Improved the Customer Sales Detail Report by expanding the size of the total fields, adding a Subtotal column when running with the Totals Only option, and adding invoice number when printing sale details. Added a Check in the Sage50/QuickBooks Interface screen that will not allow a day to be selected for posting if there is still a Register open on that date. Continued improvements to the CPConnect/Document Management process. The most significant of which is a new Auditing feature that will periodically check to make sure all invoice images are present so that they can be included when printing statements. Home Hardware Specific: Added an option Receiving Item screen used when receiving on a tablet or using the receiving station feature to bring up a warning if the item that was scanned is associated with a Flyer order. This option is turned off by default. Fixed an Issue where when Cost2 or Cost3 where changed, the Average Cost was recalculating when it should not be. Corrected an Issue with the Customer Lookup where it sometimes was not finding the customer using the name search. Added First Name to the Customer Payment Screen. Deleting a Special Order was cancelling the order even if it was already received. Changed to only cancel the order if it has not been updated to inventory. When selecting an Inventory Adjustment Reason after changing the On Hand, the box would allow the user to click the X in the top corner to exit the screen without choosing a reason. Changed such that the X in the top corner has no effect. Corrected an issue with inserting lines when there are notes lines in the sale. Fixed an issue with the customer discount calculation on items with alternate selling units. Corrected an issue with the Sales Inquiry by Invoice whereby it would only show invoices for customers in the customer database. It now will show all invoices. When selecting a sale line from the Customer History screen that was part of a Sale level Dollar Discount, the entire discount was being applied to the new sale. Changes were made to not include the Sale Dollar Discount when selecting a line from Customer History. The Select Order screen in Receiving was not showing orders with the same PO # but a different Group Id. This has been corrected. During the end of day processing a screen comes up to show the progress of the process to update sales from the daily transactions. This screen would allow a user to click the X in the top corner which would abort the program and would not complete the conversion of sales to sales history. Changed such that the X in the top corner has no effect. Version 4.0.9.1-07/17/15 MAJOR ENHANCEMENTS: Added an option to the Suggested Order to take into account reserved items in the Min/Max Calculation.
Added an option to the Sales Transaction Exception Report to allow printing of ALL tax exempt sales, not just the ones initiated at the Point of Sale. Added a new function to POS to show the Price Level Prices for the current item in the POS Screen. Ctrl-F6 will show this screen and will allow the user to select what Price Level price to use for the current item. Added Buy Conversion to the Add Orders screen and changed some of the prompts that were causing confusion (Update Cost changed to Edit Cost). Added filtering by Vendor and Column Sorting by Vendor, Received Date, and Status to the Select Orders screen used in Order Inventory and Receive Inventory. When adding a New Customer at the POS, the buttons for Contact and Output now will allow you to Add/Update Contacts for the new customer and customize the output for the new customer. Added the capability to insert lines in the POS screen. Just click on the line you want to insert, press the Insert button on the keyboard, or choose Edit -> Insert Line and a new line will open up. The next POS line entered will appear in this spot. If you inserted a line unintentionally, click on the blank line and press Esc/Cancel or click the Cancel button. Added a new Item Audit Report that can report the item audit information for one or more items. This new report can be run from the Reports menu in Inventory Maintenance and also from a new Print button to the Item Audit Screen. Added the capability to buy buying group items through the electronic interface for local items. This capability is turned off by default. Please Contact Support if you would like to know more about this feature. When changing the Cost Base, or Rounding option on a Price Level, the program will now give the user the option to re-calculate the prices of all items that are included in that Price Level. Changed Luxwood interface to allow extraction of the entire buying group catalog or just the items currently in inventory. Added Retail Units to the Purchase Order Print. Added a suite of programs used to perform Banner Conversions when a store switches from one Buying Group to another. Expanded the Quick Count Entry screen in Count Inventory to allow entry of UPC codes. Changed the Customer Payment screen to load customers much faster. Changed the Item Price Levels up front Price Levels selection screen to not show a big grey box in the background and changed the Close button to an OK button. Added the ability to download a pre-defined retail location from a Full Store Count with the CK3/Scanpal and Honeywell Scanphone. Previously this only worked for PalmPilots. Added a Margin column to the report generated from the Print button on the Inventory Maintenance screen. Added the ability to specify a flat Statement charge in the Service Charge Posting screen in order to charge customer who are configured to have their statement printed. Added an Item Audit Button to the Inventory screen that is accessed through the Inventory button in Back Office -> Item Maintenance and Buying Group Items screens. Added Fax number, Cell Number, and Email to the extract file option in the Customer Listing Report.
Changed the Print Labels screen to make the Print Prices setting sticky, so that it remembers the last setting and uses this setting by default. Add an option to give an alert when a promo item is scanned on a Receiving Station. This option is turned off by default. Corrected an issue with Customer set to Inactive Status. These customers were not showing on the A/R reports or Statements if they had a balance. Corrected an issue with Receiving Report where totals for Buying Group orders were including the Buy Conversion and should have been. Corrected an issue with the new Sales Inquiry by Invoice program as it was running very slowly. Customer Lookup would occasionally give an error about Statusty not being in the Fieldlist. This error was corrected. Corrected an issue with Receiving Screen were an occasional Combo-Box error would appear for the cb_pono screen object. Corrected an issue with the Sales Transaction Exception Report when reporting Rewards Issued the card number was not being decrypted. Corrected an issue with the Import of Local transactions where it could not handle processing multiple files for one register. Corrected an issue with multi-store transfers whereby if the transfer was suspended and then recalled, the system would no longer recognize the sale as a multi-store transfer. Corrected an issue with the Item Lookup when using the "Inventory Items Only" selection. It was using the incorrect index and therefore would not show all Local and Buy Group matches. The correction caused an adverse affect to performance. For stores that would prefer the previous version, there is a configuration option that can be set to use the previous version of the item lookup. Made changes to not send emails when running in Training Mode. Corrected an issue with the Overs and Shorts report. When running from the menu and selecting Reconciled orders, the program would generate a blank report. This has been fixed. Corrected an issue with Receiving Inventory when uploading a handheld into an order when the last weeks order has not yet been reconciled it created new orders for everything from the previous week. This has been fixed. Corrected an issue with calculating Price Levels on MBF Items when using Avg Cost as the base. Corrected an issue when editting cost of a Board Factor item in the Add Orders screen the costwas not recalculating back to the per-piece cost. Chalifour Buying Group Specific: Changed New Order creation to only allow 6 digits for Chalifour Orders. Corrected an error coming up when Printing Labels for Chalifour Items. Truserv Buying Group Specific: Added the ability to edit the Promotion Prices on a Truserv Flyer. Added the capability of receiving Truserv orders grouped by invoice # instead of PO #. This option can only be used in stores that place all their Truserv online and not through CashierPRO.
Version 4.0.9.0-10/08/14 MAJOR ENHANCEMENTS: Added the CPConnect communications program. This new program provides inter-communication between all computers running CashierPRO. In this first release the program replaces the existing Document Management process, so it will now handle printing, emailing and storing Invoices and Statements. It also handles copying Local transaction files from the POS computers to the Server. NOTE: We have lots more planned for CPConnect in the future like, automatic download of updates, storing Invoices and Statements in "The Cloud" for access via a web-portal. Also a "Cloud" backup of databases and more... Complete re-structure of Vendor Information. Items supplied by a vendor can now have their Vendor specific information (like rebate percentage) changed very easily from the Vendor Maintenance screen. Purchase Orders can now be emailed to the Vendor for those customers who have the Emailing Module. A new Purchases Orders Selection screen has been added to Receive Inventory. This screen is similar to the screen recently added to Order Inventory. It allows you to select the Purchase Orders that you want to work with. It allows grouping of PO's to be updated to inventory as a single unit. Purchase Order Reversals can now be created from any purchase order that is in Updated or Reconciled status. The Reversal creates an exact copy of the Purchase Order only with Negative quantities. New screen for setting up Store Name and Address information. New screen for defining the print settings for Receipts, Invoices, Statements, and Purchase Orders. New Sales Inquiry by Invoice screen in POS on the Sale menu. Find Sales by entering an invoice number. The screen shows all the sale details and gives the option to re-print the invoice. New Crash Recovery logic to detect whether or not the last sale completed properly. If it detects an incomplete sale, an error will show on the screen, the user will be taken directly to the reprint screen, and a transaction will be logged to indicate that Crash Recovery took place. The occurrences of Crash Recovery transactions can be printed in the Sales Transaction Detail Report. Significant improvements to the Export/Import of Local transactions. The POS computers always had trouble copying the Exported transactions to the server, so now transactions are exported to the local PC hard drive immediately upon closing the register. The new CPConnect program will copy the files to the server. Added the ability to automate the Rebuild Local Databases process. The process can now be scheduled to run on a regular basis. Please contact support if you would like this option activated in your store. Added the ability to setup a Training Database which is a copy of the live database for training new staff members. Added Active/Inactive status to tenders. This allows tenders to remain in the system but can be set to inactive so that they do not come up when completing a sale.
For stores with a weigh scale attached to the POS, show and print quantity to 3 decimal places. Allow the option to print double spaced Invoices, Statements and Purchase Orders in the new Forms Setup Screen. Changed Customer Lookups to look at the Active/Inactive Status of the Customer. Although Inactive customers can still be seen in Customer Maintenance, they will now be excluded from the customer lookups. The one exception is Customer Payments. If the customer is Inactive, but does have a balance, they will appear in the Customer Payments screen. Item Price Levels module now has the option to automatically round prices to the nearest 9 or the digit of your choice. An Item Price level tied to Retail Price can now be attached to a Buying group item. Once linked, the item will now longer be updated by the Buying Group price update downloads. Added the ability to set Minimum Order Quantity for non-buying group items. Moved the Board Foot Factor information to a Drop-down box in the Item Maintenance screen to make it easier to set these values. Vendor drop-down boxes everywhere in the system have been changed to allow you to type the first letters of the Vendor ID and the drop-down will scroll to the matching vendor. Added the ability in the Add Orders screen to enter cost and price for the new order for non-buying group items. These prompts can be turned on or off. In Inventory Maintenance a new inventory selection was added to allow Selection by Season Code. Added a column to the main Order Inventory screen to show Margin. This will make determining if prices need to be updated during PO entry once new costs have been entered. Added a Group ID assignment during Update Inventory to help facilitate making changes to Updated orders that where original updated as a group of POs. In the past when orders in this situation where changed, the system forced you to reconcile each PO individually. With the GroupID this restriction is no longer necessary. However, now all orders updated together in a Group, must be Reconciled in a group. Inventory Valuation report was changed to add selection of All Items or Buying Group items only or Non-Buying Group items only. Added credit card number masking for all non-system Administrator users in Customer Maintenance. Eco Fees will are now included on Quotes, Special Orders, and Layaways. Added the ability to report Cost Reset Adjustments to the Inventory Adjustments Report. Added the Customer ID to the address box of the invoice. Added a Mark as Counted button to the Inventory Maintenance and Inventory screen in Back Office. Added the Classification Code to the Description in the Drop-down boxes on the Select Classification screen in Item Maintenance. Added an option to Label Printing Screen to print labels without prices. Added full name and address to Account Payments when printing to the Invoice Printer. Changed the Inventory Needs Report to exclude Discontinued items by default, but there is a new option to include discontinued items. Added the ability to print a Bitmap Logo on thermal receipt printers.
Added an interface to Luxwood estimating program. Fixed an issue with the reserved quantity calculation. If a item was on a special order that was not yet received, it was reporting as reserved even though it had not yet been received. Customer and Vendor Note title bar now show the Customer ID or Vendor ID respectively. The Special Order/Layaway selection screen (used for Sell, Change, Payment, Refund, and Inquiry) now correctly shows last name and first name. If a "nonstk" item tagged as temporary is put on a Quote or Suspended sale, the system would delete the item at the end of the day. The program was changed to recognize these types of sales and to not delete the temporary item. Change the POS program to handle and discard a barcode scan while updating the price. Corrected a locking issue caused by the POS Account Payment screen.