Retailer 3.4.X Update Notes
New Features
New Integration with Google Gemini
- Seamlessly connect your system with Google’s latest AI provider to access advanced modelling capabilities.
To setup Google Gemini, please follow the advice HERE
AI Blog Post Creator
- Select an existing stock item in your system to generate engaging web content effortlessly.
- Automate the end-to-end process of creating and publishing content on your website (if integrated)
To use AI Blog Post Creator, please follow the advice HERE
AI Invoicing
- Enhance supplier invoice entry by leveraging AI to process goods receipts.
- Save significant time on data entry and reduce errors by simply uploading PDF, CSV, or Excel files.
- Review and refine data in a clear, interactive grid before final approval.
To use AI Invoicing please follow the advice HERE
AI Pricing Agent
- Analyse local demographic data to inform smarter pricing recommendations.
- Easily adjust pricing strategies for your area based on real-time market insights.
To use AI Pricing Agent follow the advice HERE
Expanded AI Model Options
- Choose the right AI model for each task, tapping into the most current AI solutions on the market.
- Ensure optimal performance and results by selecting the model that best suits your needs.
Roam Enhancements
New COD Payment from Roam
- Pass proforma invoices from quote & invoice maintenance to Roam for on-site COD (Cash on Delivery) payments.
- Once payments are finalised, they’re automatically sent back to retailer and applied to the quote, generating an invoice that’s emailed to the customer.
To use COD Payments, please follow the advice HERE
Roam Instore POS Handover
- Initiate a POS transaction within the Roam app and simply scan a barcode to transfer it to your main retailer software for finalisation.
- Ideal for stores with limited POS devices, allowing staff to start a sale on the shop floor and easily complete it at a central point.
To transfer a Roam sale to Retailer, please follow the advice HERE
Roam Quotes
- Create quotes in either a quote or proforma status directly from the Roam app, enabling efficient, on-the-go workflows.
- Once processed, quotes seamlessly sync with your main retailer system for further action.
To create a Quote or Proforma in Roam, please follow the advice HERE
Other Changes
Archiver
- Stock - Fixed
an issue that caused the Archiver to archive stock items used as components in
manufacturing (MFG).
Customer
- Late fees - Charges by percentage
now correctly handle up to decimal places.
GUI
- Catalogue Report screen - Corrected
the window size so it now opens at the proper dimensions.
- Inter-Store
Transfer: Resolved a problem where the long description field was
getting cut off.
Layby
- Layby Payment - Resolved
an error that occurred when processing layby payments with discount vouchers
through Layby Management.
POS
- Order number - Fixed
an issue where the order number field could exceed the target field length in
POS.
- Trade Price Unit Discount - Corrected
the discount application logic for trade prices above $999.99 when applying
individual item discounts
- Delivery Address - Addressed
a problem allowing the Google address field to be used without entering an
actual address, which appeared to function incorrectly.
Recurring Invoices
- Emails - Ensured
recurring invoices generate emails correctly for subsequent invoices in all
cases.
EmailQ
- Repair Job Cards - Fixed
an issue where incorrect email templates were used under certain conditions.
Quote & Invoice Management
- Proforma Payment Summary: Fixed rounding errors in the proforma payment summary.
- Serial Numbers - Resolved an issue where the system prompted for serial numbers when creating a back-order Proforma, even if none were supplied.
- Serial Numbers - Corrected a bug preventing serial numbers from updating when invoicing a previously reversed Proforma.
- Orders - Fixed the “Show order" right-click option so it correctly navigates to the corresponding order.
- Payments – Proforma payments now prompt for staff initials
- Reserved Pick Slip – Added a new option to print all items.
- Reserved Pick Slip – Added a new option to include Quoted Order Quantity.
- Reserved Pick Slip – Added a new option to include current Quantity on hand (QOH).
- Tower Events – Fixed an
issue where cancelling expired quotes in a multi-store setup created
notifications for the wrong location.
Receipts
- Layby Receipts - Corrected
Extended Description Rich Text Formatting when printing
Reports
- Detailed Performance Report By
Supplier - Fixed an issue preventing all relevant stock items from displaying for each supplier..
- General Stock Listing - Adjusted
the rounding for reserved stock so that values under 0.5 no longer display as
0.
- Stock Reorder - Corrected
a similar reserved stock rounding issue for the Stock Reorder report.
Returns
- Book Returns Report - Prevented
the supplier stock code from being cut off by the description field.
Stock
- Web Descriptions - Introduced
an HTML raw editor for web descriptions.
- PLU - Fixed
a validation problem that allowed PLUs starting with “0” or “9.”
- Web Descriptions - Introduced an HTML raw editor for web descriptions.
- Stock Wizard – When using
“Find Similar Item” in Add Stock Wizard, the Webstore Description now visually displayed.
Utilities
- Stock File Import - Addressed an issue where ‘GST payable’ was updated even when ‘Update Retail of Existing Items’ was not selected.
- Stock File Import - Barcode Label: Resolved a problem where “Print barcode on new stock” did not default to the correct label style.
Roam
- Stocktakes - Corrected an issue where custom stocktake counts did not update the first count date properly.
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