Retailer 3.3.1

Please note: If you are an accounting link user and you use the pending invoices function in invoice arrivals, please see the accounting link change below before exporting data after loading the update.

This Update contains over 70 changes including new features, enhancements from software ideas and of course some bug fixes.  All of the changes are listed below but the notable changes are:

Accounting Link

• Supplier Invoices: Fixed an issue where pending invoices were not exporting when their status changed to no longer pending, after the invoice arrival date had passed. Your first accounting export after this update will include any missed invoices. This should not cause issues if you have manually entered and approved the invoice in your accounting program, as the link will prevent it from being imported twice. Otherwise, any invoices that have not been imported will be imported. If you use pending invoices, it may be a good idea to discuss this with the support team prior to your first export.  

Archiver

• Stock: Improved the archiver to allow more stock items to be archived when checking sales.
• Sales Balance Allocations: Added an option to archive old sale balance allocation records.

Customers

• Customer Mobile Numbers: When the mobile number is changed in the customer's default delivery address, it is now also updated on the customer's card.
• Duplicate Email Check: Added an option (Setup --> System --> Customers "Allow Duplicate Email") which can be disabled to prevent adding duplicate emails to a customer's account.
• Duplicate Mobile Check: The duplicate mobile check now works in Multi-Store.
• Customer Merge: Corrected an issue with customer merge and discount profiles.

Invoice Arrivals

• Packs: Corrected an issue with the QOH when an item in a carton (Unit/Pack) structure was deleted from an invoice arrival.

Multi-Store

• Inter-Store Transfers: Corrected an issue with the sale balance for inter-store transfers.
• Variants: Variant details are now automatically created in all locations.

Orders Maintenance

• Evergreen Connect Purchase Order Importing: New functionality allows importing orders from Evergreen Connect.
• Order Arrival: Resolved an issue preventing the arrival of orders containing stock ordered by customers.
• Reorder Report: Fixed an error occurring when generating the Reorder Report.

POS

• Credit Limits: Resolved an issue where switching from Cash Sales to Invoice for a customer did not check the customer's credit limit.
• Delivery Details: Resolved an issue where delivery details did not include some customer contact details.
• Gift Vouchers: Fixed issues with partial redemption of gift vouchers and account payments.
• Gift Vouchers: Fixed an issue where receipts were not printed for layby sales when a gift voucher was used to pay the deposit.
• Loyalty: Corrected point calculation issues when refunding and redeeming in the same sale.
• Max Qty: Exposed the Maximum Quantity setting to allow user adjustments in Setup --> System --> Other. This is a per terminal setting, meaning changes need to be made on each terminal.
• Performance: Improved performance of the notes screen for customers with many sales notes.
• Receipts: Fixed an error with stock images not printing on receipts when the images were not in .jpg format.
• Receipts: Added an option to add left and right margins to receipts (Setup --> Point Of Sale --> Terminals --> Report Mapping).
• Refunds: Fixed an error occurring when refunding an item for a second time.

Quote and Invoice Management

• Customer Notes: Customer notes no longer appear twice on quotes in Quote and Invoice Management.
• Customer Orders: Banding is now maintained on customer orders if the item is backordered.
• Delivery Details: Fixed issues causing errors when adding delivery details.
• Filtering: Resolved an issue where opening a quote from the Customer Screen with a filter enabled caused an error.
• Notes: The notes button is no longer disabled once a quote is converted to an invoice.
• Performance: Significant speed increases when opening large quotes.
• Stock Item Notes: Fixed an issue causing stock item notes to disappear when removing items from quotes.

Recurring Invoices

• Frequency: Resolved an error when creating a recurring invoice without a frequency.
• Invoice Dates: Corrected an issue with incorrect data being recorded on monthly invoices.

Reports

• Sales Profitability Report: Fixed the report headings on the Sales Profitability Report.
• Stock Take Report: Added back the option to see items not included in a stock take on the Stock Take Report.

Retailer Backup

• Backup Settings: Fixed an issue that caused backup settings to reset upon installation of the update.

Stock

• MFG Items: Added a restriction to prevent deletion of MFG items that have arrived.
• Stock Descriptions: Added an option to set the desired stock description case format (Setup --> System --> Stock, Stock Description Format). Options include UPPER CASE, lower case, Sentence case, and Title Case. A utility is also available to change the format of existing stock items.
• Stock Images: Resolved issues with maintaining PNG transparency.
• Stock Images: Fixed an issue where replacing an image could result in multiple default images.
• Stock Manager: Fixed a Multi-Store QOH error when exporting via Stock Manager.
• Stock Screen: Re-added functionality for Multi-Store to allow setting the retail price of stock items to zero.
• Stock Wizard: Fixed issues with the 'Find Similar Item' function not copying all details, such as tags and variant structures, to the new item.
• Stock Wizard: Improved performance when linking a variant item from the Stock Wizard.
• Write Offs: Fixed an issue where a write-off was not saved when cancelling the serial number selection.
  

3.3.1.2

Orders Maintenance  

1. Evergreen connect Integration - Added the ability to check an FTP folder location for the order file.
   

Quote and Invoice Management

3.3.1.3