Retailer 3.3.0.X Update Notes

Retailer 3.3.0.X Update Notes

New Integrations 

OpenAI 

  1. Decommissioning of Legacy AI Models: In line with OpenAI's recent announcement regarding the phased shutdown of several AI models, we have proactively taken steps to ensure a seamless transition for our users. The affected models have been decommissioned from our system to pave the way for more advanced and capable alternatives. See HERE
    Introduction of New AI Models: We are thrilled to introduce the addition of two groundbreaking AI models to our system:
    • GPT-3.5-turbo-instruct: An enhanced version designed to understand and execute instructions more efficiently, providing you with faster and more accurate responses.
    • GPT-4: The latest iteration in the GPT series, offering unparalleled AI capabilities with improved understanding, creativity, and contextual awareness.

New Features

  1. Quote & Invoice Management Stock Reservation Enhancement
      • New Facility: We are excited to introduce a new capability within our Quote & Invoice Management system that allows users to reserve items from their inventory. This ensures that your stock levels are accurately reflected, preventing overselling.
      • Proforma Invoice Status: A new interim status, "Proforma Invoice," has been added to our Quotes & Invoice management. This status acts as an accepted quote that has not yet been processed as an invoice but has already reduced the available stock quantity by moving it to a new "Reserved Quantity." This significant update allows you to issue proforma invoices to customers without making the reserved stock visible on your website or in-store.
      • We have enhanced the Quote & Invoice Management system to support the acceptance of deposits and progression payments for Proforma Invoices. This feature facilitates flexible payment options for your customers and streamlined financial management for your business.



    • Deprecated Feature Special Customer Orders
      1. We have enhanced the Quote & Invoice Management system to support the acceptance of deposits and progression payments for Proforma Invoices. This feature facilitates flexible payment options for your customers and streamlined financial management for your business.
    • Repairs Module - Ordering Parts Enhancement
      • New Feature: The ability to order parts directly from the Repairs Module has been introduced. This feature links part orders to the corresponding repair case, ensuring that parts are accurately tracked from order to delivery, and reducing the risk of misplacement.
      • New Substatus - Awaiting Parts: For better management and visibility, a new substatus, "Awaiting Parts," has been added to the Repairs Module. This helps workshop technicians easily identify which repairs are pending part arrivals. 
        See         HERE
    • Recurring invoices
      • This new feature enables the creation of recurring invoices that can be automatically charged on a daily, weekly, monthly, quarterly, or yearly basis. Designed to support businesses that provide regular services, such as; storage fees, subscription software billing or long term equipment rental, to customers, this feature ensures timely and consistent billing.
        See HERE
    • Kiosk Customer identification 
      1. Enhance customer interaction at your kiosks with our new customer identification feature. Customers can now identify themselves at the kiosk using their Mobile number or their customer barcode. This will prompt them about any unused discount vouchers available against their profile. This feature aims to enhance customer engagement and promote loyalty.

    Other Changes

    1. Customers
      1. Fixed: Payments made from the customer screen do not utilise gift voucher validation
    2. End of shift 
      1. Issue where layby cancellations without a fee are incorrectly displayed.
      2. Creation of multiple EOSTOTAL records for the same day resolved.
    3. Discount Vouchers
      1.  Removed  Limitation:  For only one loyalty-converted voucher can be redeemed per sale.
    4. Gift Vouchers
      1. Workflow enhancement for issuing multiple personalized vouchers with user-assigned barcodes.
    5. Invoice Arrivals
      1. Resolved: Inability to edit arrivals for News Supplier.
      2. Fixed incorrect error message when applying freight with a total of $0 and unique invoice numbers.
      3.   Corrected error when saving after editing a price point.
    6. Integration
      1. Integration of new EDI system Henderson implemented.
    7. Kiosk
      1. Improved handling of database connection loss.
      2. Discount Vouchers Redemption Enhanced Prompt and Selection Interface.
      3. Grid now includes a setting for missing alternating grey banding.
    8. Loyalty
      1. Fixed issue where suspending a loyalty redemption sale does not remove the discount.
      1. Orders
        1. Immediate reversal of order upon deletion in invoice arrival without prompt has been addressed.
      2. Outpost
        1. Synchronization of client and server software versions improved.
        2. Issue with OP_Server zip file not being generated resolved.
      3. POS
        1. Fixed: Entering a negative quantity in POS screen and hitting [L] triggers a layby as if [CTRL]+[L] was pressed.
        2. UI overlap of company name with sale type indicator corrected.
      4. Quote & Invoice Management
        1. Resolved caching issue with EFTPOS surcharge for customer payments.
        2. Fixed display issue with quote total discount cutting off on large quotes/invoices.
        3. Variable price stock items now retain sell price when items are added or removed from a quote.
        4. Setup button functionality restored.
        5. Addressed fatal error after emailing/previewing a quote.
        6. Fixed issue with unsaved quote not clearing transaction in POS
        7. Added quote barcode to reports for enhanced tracking.
        8. Implemented Scanning of quotes from POS
      5. Repairs
        1. Fixed fatal errors when attempting to print a customer job card with 'Merge Multiple Repairs' selected.
        2. First repair job details added via the wizard are now saved correctly.
      6. Reports
        1. Staff Comparison Report: Fixed issue with the 'Treat Laybys as Sales' option.
        2. Staff Comparison Report: Resolved the problem of not tracking the number of new customers.
        3. Stock Listing Report: Long supplier stock codes are no longer cut off, especially with CSV export.
      7. Stock
        1. Corrected total quantity inaccuracies for linked stock when an arrival is present.
        2. Resolved variant linked stock items screen resizing issue.
        3. Fixed issues with tag names ending in spaces
        4. Resolved issue where new Locales were added with blank id
      8. Valuation 
        1. Fixed incorrect classification details when using price points in valuation.
      Items highlighted in Green indicate that these changes are from Software Ideas or requests from customer.

      3.3.0.1 

      • Customers
        • Unable to perform bookups from customer screen on levels b3 ,b6 or b7 
      • RE1-I853 Quote & invoice Management
        • Update Report Templates to Reflect Dynamic Tax Number Prefix
        • Removal of 'Tax Excluded InvoiceNZ' and 'Tax Included InvoiceNZ' Templates
        • Tax-Excluding Invoice missing Terms & conditions
        • Invoice\Proform Button 10 1024*768 resolutions
      • RE1-I840 Retailer Backup
        • Cannot Pack Tables with Tower Events running

      3.3.0.2

      • POS
        • Eftpos transaction occasionally locking "STAMPS" for some sites
      • Quote & Invoice Management
        • Serial Numbers Not updating allocated serial stamp table
        • Default State of "Invoice"  rather than Proforma via Alt + T Shortcut
        • Pay Invoice by status issue
        • SCO Migration (Multistore) Locations being overridden

      3.3.0.3

      • Setup - System - Make ABN Prefix character restriction.
      • Retailer GUI - Scroll Bars
      • Import Supplier Stock File
        • Null fields / incorrect values in STOCK when importing new items from Supplier Stock File
      • POS
        • (Single Store) Ending Sale Speed on transactions greater than 10 items.
      • Quote & Invoice Management
        • Incorrect Reverse Status Warning
        • Inclusion of Customer Mobile Number on label
        • Proforma Payment Receipts don't print
        • Proforma Payments Description updated
      • Customer
        • (Transaction Menu) Removal of SCO option
        • (Transaction Menu) Addition of Quotes option

      3.3.0.4

      • Customers
        • Email Address Validation Does Not Allow "+" Character
      • Barcode Manager
        • QIM Barcodes don't print stock descriptions
      • Quote & Invoice Management
        • Can convert a quote to an invoice for a non account customer without taking payments or using the proforma step
        • Currently On Order column incorrectly included arrived orders
        • Disable customer Payments when form is dirty
        • Issue invoicing Decimal Quantities
        • Order Link Breakage if customer orders looked at in Orders Maintenance
        • POS (Suspended) to Quotes allowing duplicate Item Numbers (INV_ITEM)
        • Trade customer not getting default Trade price when adding items, using Profile instead with wrong price
      • Retailer GUI
        • Setup System screen
      • Repairs
        • Payments with Terminal Based Surcharging incorrectly recording Dbank figure not recording payment details
        • Split Payment + Sale Items with incorrect amounts
        • Split Payments when paying multiple repairs lead to incorrect BANK records

      3.3.0.5

      Audit Log

      • Resolved issue where Kiosk Suspend to POS was using the wrong audit type.

      Outpost

      • Fixed issue where Data_Version was not updated.

      Patch Util

      • Implemented patch utility to ensure uniqueness of INV_Item and GUID in QIM.

      Quote & Invoice Management

      • Added required INVOICES.INV_ITEM_TAX field for tax-excluded invoices.
      • Fixed button issues on initial load.
      • Resolved issue where delivery details could not be edited in QIM for invoices.
      • Addressed problem where deleting a line with reserved stock from a proforma did not reinstate the stock.
      • Fixed inconsistencies in the Find Customer Invoices screen Balance column.
      • Corrected GST application on freight.
      • Fixed issue where gift voucher payment to proforma invoice did not redeem the gift voucher.
      • Resolved inconsistencies with Reserve Stock Button availability.
      • Corrected the display of account terms as "COD" in new quotes.
      • Fixed issue where invoice balance did not appear after end of shift.
      • Corrected rounding issue with proforma cash payments.
      • Implemented restriction for merging reversed invoices with proforma invoices only.
      • Added restriction for multiple EFTPOS payments on proforma invoices.
      • Added INVOICES.INV_ITEM_TAX field requirement for tax-excluded invoices.
      • Restricted ability to assign serials when sale is suspended to QIM.
      • Fixed issue where delete button was available for Proforma invoices but they could not be deleted.
      • Addressed automatic invoicing issue for freight and static items.

      Reports

      • Fixed issue in General Debtors Report for non-account customers with proforma payments.
      • Resolved backdating issue in General Debtors Report with proforma payments.

      Stock Management

      • Fixed fatal errors in Alt-T screen when clicking 'Reserved Stock & List' button if not in master store.

      3.3.0.6

      End of Financial Year (EOFY) Reporting 

      • Update date parameter 

      Patch Util

      • Implemented patch utility fix for sites running pre 3.3 an reverse id numbers

      3.3.0.7

      • Gift Vouchers - Wrong Barcode Recorded in SALETXN
      • Invoice Arrivals - Invoice Credits Did Not Work
      • Quote & Invoice Management - Cannot Reprint Pick Slip on Invoices
      • Quote & Invoice Management - POS (Suspended) to Quotes Negative QOH Results in QTY_BACKORDERED Value Incorrectly
      • Quote & Invoice Management - Unable to Import POS Invoice
      • Quote and Invoice Management - Key Violation When Adding Stock to a Quote with Freight
      • Stock - PLU Code on Stock is Conflicting
      • Stock Listing Report - Does Not Include Stock with Blank Category
      • Tower Events - EOFY Reporting System Locale Property (NZ)

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