Release Overview

This release includes new features, enhancements, bug fixes, and performance improvements across multiple modules. The goal is to improve user experience, optimize performance, and resolve known issues. 

CC Modules Affected:

• Pricebook

• Inventory

• Lottery

• Reports

• Maintenance 

• Others

Other Areas Affected: 

• POS Workflows

• Backend Service

Release Changes

1. CC Module Changes 

1.1 Pricebook

POS Flags:

1. The POS Flag module now has the "Floor Price" setting, allowing users to define the minimum floor price for any item sold through POS. 

• The user can define the floor price based on Margin% or Markup%.
• If the item's price falls below the floor price, for any reason (Buydowns/System Discounts/Manual Discounts (Flat or % Off)/Temp Price Change in POS/House Account Discount/Department Level Discount/Price Exception, the system will display the floor price only.  
  

Products:

The "Adjustment Log" section in the Item Analysis screen now displays if any adjustments were made through the Import Utility.

Mass Updates:

1. The product listing section on the Mass Updates home screen now has a column for "Brand." The user can hide or unhide it using the "Columns" drop-down menu.   

2. The Change Preview screen has been updated (Mass Update Actions >> Change Preview) 

• UI is enhanced in the "Pricebook Zone" tab. 
• The "Location Group" tab is added, enabling users to apply mass updates based on location groups. 
  

Discounts:

1. The Print icon is added to the Matched Products screen (Edit Discount >> View icon >> Matched Products). 

• The system will allow a maximum of four Pricebook Zones to be selected for printing. 
• The system will calculate, display, and print discount values only for the Dollar Off Each, Percentage Off Each, and X Items for Y Dollars discount types.

2. The View icon has been added to the header of the Trigger Options section for the following trigger options:

• Trigger Item
• Trigger List & Coupon
• Trigger List OR Coupon
  

Buydowns: 

1. The Print icon is added to the Matched Products screen (Edit Buydown >> View icon >> Matched Products). 

• The system will allow a maximum of six Pricebook Zones to be selected for printing.

Commissions: 

1. The "View" icon has been added within the Commission Filters section and in the headers of each Item Type filter configured for the Commission. When the user clicks the "View" icon, the Matched Products screen will open. This will allow users to view the items under the configured filter, including the price and the commission amount.

An additional "View" icon is placed beside each value for each non-product type filter. For example, if a commission is configured for the Department:

• The Department section will have a "View" icon on the header, which will navigate the user to the Matched Products screen specific to the entire department section.
• Each department name will have a "View" icon beside it. Clicking this icon will navigate the user to the Matched Products screen, which will show products belonging to that department. 

2. The 'Preview All Zones' button has been added within the Commission Filters section and in the headers of the Commission Filter section, configured for the Commission. This will allow users to view the items under the configured filter, including the price and the commission amount.

Failed UPC Scans:

1. The Notes format in the Failed Scan Logs pop-up screen in CC has been updated to display the notes in the same format, preserving the indentation (spaces and line breaks) entered by the user in the POS. 

1.2 Inventory

Purchase Orders:

1. Changes in Reorder Logs: 

• The Reorder Logs now show every item in the filter that gets evaluated on an order, regardless of whether the system has a value >0, so users can see why an item is not on an order. 
• The Edit Working Order/Purchase Order screen now has the Order Logs button. It has two tabs: Items Added to Order and Items Eligible for Order

2. Cell Highlighting:

The system will highlight the cells in the "Working Orders" section in yellow when the value in the "Store Qty" column differs from the value in the "Sug. Qty" field for the same line item. This highlighting will assist in identifying discrepancies that need to be addressed when converting a Working Order into a Purchase Order. 

Invoices:

1. According to the "Inventory Settings" preferences, the invoice number will contain the store number and the current date. 

1.3 Lottery

Lottery Accounting Report:

1. The Lottery Accounting Report now has the Online Lottery Info section, including the Lotto Online information from the Shift Reconciliation Data. 

1.4 Reports

1.4.1 Print Function enhancement for all reports

The "Show Filter" toggle is now available for all reports in the Print Options pop-up. If enabled, the report will show all custom and other filters used when generating the report.

1.4.2 The Pricebook Zone filter for the four list reports

The four reports listed below now have the Pricebook Zone filter, allowing the user to view the report for the selected pricebook zone. By default, the system will choose "Show All." 

• Buydown Item List Report
• Discount Details Report
• Product Pricing List Report
• Specialty Pricing Report

1.4.3 List Reports

Timeclock Entry Report:

The Timeclock Entry Report now has:

1. The Entry Type filter drop-down in the header has seven options: All Entries, Standard, Sick, Vacation, Holiday, Other, and Bereavement.

2. The Biometric In/Out columns in the report data indicate clock-in/out methods.

3. The Change History column indicates whether the backend user has updated the employee's time clock entry. When "Yes," the user can click "Yes" to open the Change History pop-up. 

4. The "Show Scheduled Time" checkbox displays employees' scheduled times along with their actual clock-in and clock-out times.

• The checkbox further allows users to access the Show Early/Late Entries and Minutes Outside of Scheduled Time options.

1.4.4 Sales Report

Summary Sales Report:

1. The Summary Sales Report now includes the "Gift Card" column, which shows the total amount paid for gift cards. 

Weekly Sales Report:

1. The Weekly Sales Report has been updated to show specific date ranges for each week in the column and chart, replacing generic labels like "Week 1" with the actual dates.  

1.4.5 Inventory Reports

Inventory Movement Report:

1. The "Show Manual Import" checkbox has been added.

2. New Column Calculations:  

Report Type: Chronological Report

• The "QOH Before" column displays the product's Quantity on Hand (QOH) before the import. 
• The "Adj Qty" column value is calculated by subtracting the item's QOH from the "Quantity in Import File." 
• The "Adj Cost" column reflects the average cost from the import file, with the entry labelled "Manual Import."

Report Type: Summary Report

• A new column titled "Manual Import" is added. It shows the item's adjusted quantity, calculated as "Quantity in Import File" minus "QOH of the Item."
  

Inventory Adjustment Report:

1. The report now has the "Include Manual Import" checkbox. When selected, the report will include adjustments made to products via Import Utility during the chosen time frame, along with two additional columns: Import Qty and Import Cost.

Invoice Cost Change Report:

1. The report now has the Invoice Date Type drop-down filter with the Applied Invoice Date and Created Invoice Date options.

Uncounted Definitions Report:

1. The Uncounted Definitions Report now has: 

• The Date filter lets the user view the report for a specific date. 
• The "Acceptable Days Since Counted" Checkbox.

Inventory Evaluation Report: 

1. The report now includes a "Total" column that shows the sum of the Quantity on Hand (QOH) and other relevant totals for all products organized by location. This "Total" column will consistently appear as the last row within each location group, summarizing the data for that specific location. The "Total" column appears only when:

• Show Details" is checked.
• Group By Location" is set to "By Location".
• "Show QOH As" is set to: "By Product," "By Vendor Part," or "Rollup Links".
• If the Cost and Price checkboxes are enabled, Total Retail and Total Cost values are included; otherwise, they are not.

1.5 Maintenance

1.5.1 Settings & Panels

Receipt Settings:

1. The Receipt Settings screen now has the "Automatically Print Receipt" setting. This feature allows the corporate user to choose the minimum amount for the system to print the receipt. 

• The "Automatically Print Receipt" setting will work in coordination with the "Print Every Receipt" setting on the same screen and the "No Signature Required" setting on the Credit Card Settings screen.  
  

Credit Card Settings:

1. The "No Signature Required" user scenarios have been updated to work with the "Automatically Print Receipt" setting on the Receipt Setting screen. 

Inventory Settings:

1. The "Inventory Settings" screen now has a new setting, "Postpend Date to Invoice # When Creating Invoices." This setting allows the user to postpend the invoice date to the invoice number.

Product/General Settings:

1. The "Allow Change Password" setting is added, allowing store employee to change their Control Center password.

• This setting can be overridden at the "Employee" level.

1.5.2 Print Templates

1. The Create/Edit Print Template screen now has the Preview Label Design section, which shows the print preview and the label dimensions.

1.5.3 Employee

1. The Create/Edit Employee screen now has the "Allow Change Password" dropdown. It has three options: Inherit from setting, Allow, and Disallow.

• Based on this selection, the "Change Password" link will appear in the employee's CC account.
  

2. The Date Hired field in the Create/Edit Employee screen will now accept:

• [i] any past dates
• [ii] up to one year from the current date.

1.6 Others

Import Utility:

1. The system will log imported items through "Import Utility." 

• The system checks for existing inventory when a user imports product inventory using the Import Utility. If it doesn't exist, the system creates it and sets the quantity based on the import file. If it does exist, the system updates the quantity accordingly.
• The system will log the adjustment type as "Manual Import." 
• The "Adjustment Log" section in the Item Analysis screen of the product module, the Inventory Adjustment Report, and the Inventory Movement Report are updated to show the values based on these logs. The details are already explained in the respective points above.

1.7 Common Changes 

The Product Selection screen now has the "Show X entries" dropdown with options 5, 10, 20, 30, 50, 100, and 500. This lets the user view the desired number of products on a single page.

• The Product Selection screen is part of many modules, including Products, Transfers, Adjustments, Invoices, Reordering, etc. 

2. POS Changes

1. A New Module: "Spot Checks"

The POS now features the "Spot Checks" module in the Inventory Module, accessible from the Action window. This module allows employees to spot-check inventory items. 

2. Floor Price

• The POS will perform the floor price calculations based on the defined rules and show the product price accordingly, where applicable.
• The POS | Temp Price Change pop-up screen will show the floor price amount if applicable.  

3. Data Synchronization at once

The Actions | Data Synchronization pop-up screen now supports syncing all defined data types. Users can click "Ctrl + O" to synchronize all parameters simultaneously.

• The "Ctrl + O" command functions exclusively on the Actions | Data Synchronization pop-up screen.
  

4. Receipt Printing Rules

The POS will follow the user-configured receipt printing rules mentioned in the Receipt Settings point.  

5. Multiple item selection for percentage discount

The POS | Select Item to Receive Discount screen allows the user to select multiple items to apply the percentage discount.

6. A single note for multiple voids

After selecting multiple items to void in the POS | Select Items to Void screen, the user can add a single void note for all of them. The void note will be stored and visible in the relevant reports, i.e., E-Journal Report.

3. Only Backend Changes 

1. POS Log Changes 

(i) The system will log when the POS goes offline and returns to online mode. 

(ii) Added Logs to the following methods to track more information. 

• Find Customer
• Lookup Customer
• Add Loyalty Customer To The Sale

4. Support Tickets 

34 support ticket-related updates are released.