Retailer 3.4.4.X Update Notes

Retailer 3.4.4.X Update Notes

Retailer 3.4.4 includes a new AI integration, new AI Report Analysis and improved product lookup integrations for Book products. There are also various improvements and fixes.

New Features

New AI Integration - Anthropic

  • Anthropic's AI model "Claude" can now be used with the AI features in Retailer
    These features require AI Tools to be setup. See     Getting Started with AI

AI Report Analysis

  • Introduces the ability to send a Retailer report to the AI Model for analysis.
  • When previewing a Report in Retailer, click the AI Analysis button. The AI Model will read the report and return a summary with key insights for immediate action.

AI Invoice Import - File Upload

  1. Enhanced the existing AI Invoice Import feature with the option to send the raw invoice file to the AI model.
  2. Previously, Retailer would extract the data from the file and only send the extracted data.
  3. Sending the raw file to the AI Model allows the AI to read images and scanned PDF documents.
    Note: In our testing, having the 'Use File Upload' option ticked is cheaper and provides better results.

External Feeds - Product Lookup integrations

Notes
If you use Barcode Lookup or TitlePage, the steps have changed. The articles linked above include the new steps

Titlepage

  • Updated TitlePage integration to use their new API
  • To continue using TitlePage integration, a new security token must be requested from TitlePage using this form.
  • See our TitlePage Setup article for steps to add the new security token into Retailer after installing the 3.4.4 update.


Other Changes

AI

  • AI Invoice Import - Fixed incorrect discount and cost price for Ex GST invoices imported using 'EDI Arrival' process
  • AI Invoice Import - Stock Items duplicate on arrival if invoice has previously been deleted
  • AI Invoice Import - Leading zeros on numerical fields will be retained when importing a CSV File
  • Fixed incorrect screen focus after loading screen
Barcode Manager
  1. Operator Numbers not applying to Reserved Stock labels
  2. Reserved Stock Labels not printing with Long Description
Batch Payments
  1. Fixed error that could occur when printing Batch Payments report
Catalogues
  1. Added 'Discount Amount' catalogues to Catalogue List Report
  2. Removed $10,000 restriction on Discount Price amount
  3. Non-Global Catalogues will no longer apply at Multi-Store Master stores.
Customers
  1. When searching in the Find Customer Screen, if Add button is pressed, the Search Term will now prefill in Add Customer Screen (Software Idea #1156)
  2. Reinstated Rich Text functionality to Customer Screen Notes tab.
  3. Added ability to hide 'Please Pay By' date from Customer Statements. See Customer Statement Options (Software Idea #345)

Email

  • Email Status incorrectly set to Sent when Microsoft File Size throttle limit exceeded

Events

  • Customers excluded from marketing will now be excluded from Events lists
Invoice Arrivals
  1. Added 'Save & New' button to Invoice Arrivals to quickly reset Invoice Arrivals screen, ready for next arrival (Software Idea #522)
    Note:     Invoice Arrivals automatically saves after every stock item. The 'Save & New' button is not required to Save. It just resets the Invoice Arrivals screen.

Kits

  • Added checks for Kits and Components when enabling or disabling Web Store Item

Newsagency

  • Incorrect amount on Subagent Audit Trail when Subagent Bookups also adding to Subagent Orders

Orders Maintenance

  • Fixed error opening Orders Maintenance if the 'Reserved Stock' column was previously filtered
  • Fixed Import Order not importing order files with multiple new stock items

Point of Sale

  • Fixed Customer Last Paid date and amount not updating when using 'Pay Specific Invoices'
  • Rich Text Extended Description displayed incorrectly in POS Item Summary screen
  • Reinstated Print button missing from Receipt Preview
  • Adding a Submenu will now Add All Buttons to the submenu
  • Fixed an error that could occur with specific card type using Linkly ActiveX eftpos integration

Quote & Invoice Management

  • Removed restriction on removing items from Quote where 'Allow Discount' is unticked
  • Removing Freight Amount will now remove Freight Item without needing to reload Quote.
  • Fixed Fatal Error when using Tab or Enter on keyboard to navigate
  • Discount entire Quote calculating incorrect discount
  • Improved speed of adding items to Quote

Repairs

  • Clarified labels in General Repairs Report Summary

Reports

  • General Debtors Report - Fixed incorrect balances when backdating for Customers with credits
  • Reorder Report - Cannot filter report by Stock Tag

Setup

  • Prevent deleting Payment Types that have been used in previous sales

Stock

  • Add Stock Wizard - Taxgroup using last arrival instead of Department and Category Taxgroup setting
Stock Manager
  1. Added Author column

Utilities

  • Add Password Protection to "Disable Customer Email/SMS Receipts" utility (Software Idea #983)
Weblink
  1. Updated phone number check to detect landline and mobiles numbers (Software Idea #1078)

3.4.4.1

  1. Fixed issue where editing Web Description did not save for new products imported from External Feed
  2. Fixed Stock Screen 'Show Arrivals and Sales' button not working
  3. Resolved Fatal Error when clicking Notifications button in Multi-Store

3.4.4.2

  1. ZipPay Endpoint URL update
    Alert
    Sites using the ZipPay integration must update Retailer
  2. Fixed error when updating Trade Prices for multiple departments using Update Prices per Department utility
  3. Automatic Supplier Orders was incorrectly ordering stock not below the 'Reorder item when down to' level
  4. Resolved Fatal Error when using 'Add Items' button multiple times in Sales By Month Report
  5. Resolved Fatal Error opening Setup > Mail Queue after changing Multi-Store location