Retailer 3.3.2 Update Notes
New Features
Tagged/Kitchen Dockets
We’ve introduced new dockets that can be printed to designated printers for specific items, perfect for specialized areas like Kitchens, Baristas or bulk landscape supplies. Additionally, you now have the option to require an order number for each sale, which will then be printed on all receipts. To Setup the Tagged docket printing please follow the advice
here.
POS Picking Slips
This new feature allows you to generate Picking Slips directly from the POS screen for sales. This enhancement simplifies the order fulfillment process, streamlining your operations. Once a sale is completed, using the previous sales screen simply click the Pick Slip Button. To enable this feature you will need to update your
report mapping.
POS Notes per line item
You can now add specific notes to individual line items in the POS screen. Whether it's a reason for a discount or details of an alteration, these notes will appear in the POS grid and on customer receipts, providing better clarity and documentation. This new functionality works brilliantly with the new tagged dockets/kitchen printing allowing you to record an alteration to a item, like removing beetroot from a burger. To add notes to items please follow the
instructions here.
Proforma Invoices: We’ve enhanced the Proforma Invoices to provide detailed itemisation of customer payments. The report now includes the current outstanding balance at the time of printing, giving you a clearer view of payment status.
Rich Text Web Descriptions
Introducing an easy-to-use visual editor for your web descriptions! Now, you can effortlessly add bold text, underlines, numbering, bullet points, colours, and even insert tables. All your formatting choices will seamlessly translate to your web platform, giving you greater control over how your content is presented online.
Visual Deck
We’re thrilled to introduce a new near real-time sales reporting platform! With Visual Deck, you can monitor your store’s sales data from anywhere, without needing to remote into your store. Customize your dashboard tiles to focus on the key metrics that matter most to your business. Additionally, you can now generate weekly and monthly review reports, ensuring you’re always up-to-date on your business performance.
Roam Enhancements
- Stock: You can now add new items in Roam, and they will automatically be added to your Retailer database with no user intervention required.
- Stocktake: We’ve revamped the stocktaking process to allow for near real-time updates, making stock management more efficient and accurate.
- Invoice Arrivals: You can now arrive supplier invoices directly in Roam, which will seamlessly flow into Retailer’s invoice arrivals. If no intervention is required, they will immediately appear in your invoice arrivals with the accounting link export set to pending. If intervention is needed, such as assigning stock to orders, they will await action your invoice arrival EDI section. This allows you to easily arrive stock item in off site locations or from your couch!
- Orders: You can now create supplier purchase orders in Roam and manage them directly from Retailer.
Intergrations
TitlePage Update
We’ve been informed by TitlePage that they are transitioning to a new data
format, and we’ve been making adjustments accordingly. Unfortunately, some
items are being sent in the new format, while others remain in the old format.
We’ve made changes to accommodate both formats to ensure everything runs
smoothly until TitlePage fully transitions all items to the new format
Other Changes
Audit Log
- Deleted Sales - Corrected an issue where incorrect Audit Type in some situations.
Barcode Manage
- QIM Label - Resolved an issue when printing with a top offset in some situations.
Invoice Arrivals
- We've optimised and improved the loading and processing performance of this form, ensuring a smoother and faster experience
- Multi-Store - Fixed issue affecting the Incorrect Qty when deleting separated Pack Items.
- Order Arrivals - Resolved issue when in some situations Stock on order for Proforma still reserved if Proforma has been invoiced.
Layby
- Layby Editing - Added a restriction to stop the modifying Fully Paid Laybys with Items In-Store affecting accounting link export.
Orders
- Order by sales and order maintenance - Both screens now display Reserved Items in grid.
POS
- Sub Total - Resolved an in issue saving banking details for Pay Specific Invoice and Terminal Based Surcharging.
- Report Mapping - Added Kitchen/Tagged Docket report mapping.
- Report Mapping - Added the ability to map your new POS Picking Slips.
- Order Numbers - New order numbers move from POS when suspend and transferred to Quote & invoice management.
- Item Notes - New POS item notes move from POS when suspend and transferred to Quote & invoice management.
- Order numbers - You can now enable a prompt for an order number and assign for each sales.
- Order Numbers - To make collection of order numbers easier you can add a touch screen button to add an order number to any sale.
- Previous Sales - Resolved Alt+T shortcut clash with Credit button.
Quote & Invoice Management
- Discounting - Applying a Discount for an entire quote showed incorrect prices in some instances.
- Discounting - Fixed an issues where the Extended Discount calculation was incorrect in some instances.
- Proforma Prompt - Added a new prompt to create an invoice if proforma balance equals $0.00
- Locked By - Resolved an issues where by Locked By message was missing in some situations
- Proforma Payments - Resolved an issues where the payment sales stamp was saved incorrectly.
- Invoices - Added restrictions to block the creation of invoices that are less than zero.
- Invoices - Resolved issue where Tax Invoice Number heading overlaps on the report.
- Quote and Invoice Management - Added the Total Cost Total to quotes.
- Quotes - resolved an issue where the Expiry Date appeared instead of Date Created on Quotes
- Reserved Picking Slip - Fixed Supplier Stock Code did not appear on report
- Ordering - Resolved ordering issue if more items were ordered then the customers quote
Recurring Invoices
- Editing Recurring Invoices - Resolved an issues where you could not edit s Recurring Invoice that hasn't started
Repairs
- Order Stock - Resolved an issues where it sent an incorrect notification to customer on arrival of the stock.
Reports
- Interstore Transfer Report - Fixed it showing shows all Stores if run for main Store
- Stock by Age - Resolved Department Totals calculation for negative QOH
- Staff Comparison - Customer Payments will no longer affect GP Percentage
- General Debtors - Export to excel intermittently dropped customers on page break
- Stock Listing - added MFG Item identifier on items
- Stock Listing Reports - Multi-Store - Fixed an issues with the incorrect Quantity on Hand with Reserved Stock.
Stock
- Packs - Separate packs into items not queuing shelf label on price change has now been resolved
- Stock Screen - Rich Text Editor added for Extra Descriptions & Web Descriptions
- Stock Wizard - Rich Text Editor added for Extended & Web Descriptions