POS

When a customer is selected and there items already in the sale POS prompts to see if the customer discount should be applied to the existing items.

Previous releases would apply the customer discount to the current POS item no matter how the prompt was answered. This behavior has changed so that the current item is not automatically updated. If the user chooses to recalculate the discounts, all the items including the existing item will be discounted. If the recalculation is not accepted, items already entered will not be changed.

POS will lock in the customer discount for any new items being entered.

• The POS receipt has been modified.
• Customer code 3 can be printed via the new System Option setting.
• The department category can be printed next to the product number.
• The Sale ID is printed with the sale date and register information.
• When an automatic discount code is used, the discount code will print on the discount line.

• When the Print Custom code #3 option is enabled, the description will be displayed next to the customer’s name and type.

• Integration with DataCap for credit and debit cards.
• Add support for tips via register properties.
• Do not offer roundup on whole dollar amount.
• A button has been added to the Round Up Donation prompt which allows the user to enter an additional donation amount.
• The additional amount will be added to the rounded up amount.
• A check has been added to prevent  a discount of over 100% ( 112)
• POS will print the total number of item and total quantity at the end of the item list. These quantities match the totals printed on the receipt footer. (33)
• A security setting has been added to prevent selling a product from a different store. This is controlled via Store Properties POS security. (67)
• The tax exempt number has been made a required field. (65)
•  Previous versions warned about a missing exempt number, but allowed the cashier to override the issue.
• The exempt number must be entered.
• When issuing a new balance card the “Prefix Required when scanning” will be checked. (70)
• When a value is present, the barcode on the card must begin with the prefix entered.

Register Properties

• A Prompt for Tip setting has been added with three settings.
• Do Not Prompt 
• Will not prompt for tips IN POS or on the Pin pad device.
• In POS 
• Prompts for a tip amount in POS when the first tender is selected.
• Pin Pad / In POS 
• Displays a tip prompt on the pin pad device for transactions that use the Pin pad, credit, debit and 3^rd party gift cards.
• The Pin Pad device must be configured to prompt for tips via Charge It Pro or Data Cap.
• All other tenders will prompt for a tip amount in POS like the In POS option.
•  Only Prompt on Pin Pad 
• Displays a tip prompt on the pin pad device for transactions that use the Pin pad, credit, debit and 3^rd party gift cards.
• The Pin Pad device must be configured to prompt for tips via Charge It Pro or Data Cap.
• Tenders that do not use a Pin pad will not prompt for a tip.

Store Properties

• Fields to enable tips and enter the service to be used for collection have been added to the POS Options tab.
• A security option for accepting a product that is from a store other than the register’s designated store. (67)
• Previous releases warned, but never stopped the entry.
• POS will continue to warn the user, but will prompt for a password if one is present.

• Options were added to the POS tab.
• Under the print settings section, options for printing the department category on the sales slip have been added.
• The Print description drop down list now allows the department category to be printed on the same line as the product number.
• When selected the setting for Department Category printing is used to determine what should be printed. 

Tender Properties

• Balance card tenders can require a barcode prefix when issuing a card with a barcode. (70)
• The “Prefix Required when scanning” field was added to the balance tab.
• When this filled in POS will validate that the new card that is scanned begins with the prefix entered. 
• This provides better control that the correct physical card was issued to the customer.
• An empty prefix will allow any barcode to be used.
• The DataCap card processing option has been added to the Credit tab.

General

• The obsolete PC Charge batch functions and references have been removed.

System Options

• A check box has been added to the POS tab that allows customer code 3 to be printed on the sales slip.

Problem Code

• A check box was added to control if labels should be printed when the problem code is applied in receiving. (37)
• When checked labels will be printed.
• The update will automatically check all of the problem codes to maintain the legacy behavior.

POS Find sale for Review

• A print from slip option was added to the Print receipt menu. (117)
• The option will only appear if the PC has a POS receipt printer with a slip printer.

EDI

• The PO Acknowledgement screen now shows some counts on the bottom of the screen. These are:
• The number of line items in the response.
• The total quantity ordered.
• The total quantity acknowledged.

Receiving

• When updating a previously received item, if the problem code is changed [i]merchant will ask the user if the new problem code rules should be applied.
  
  Yes will remove any To Be Ordered and To Be Returned entries that were made by the previous receipt before applying the new Problem Code rules to the item. If the TBO or TBR created by the original entry was processed into a PO or a return, [i]merchant cannot reverse the entry.
  
  No will update the problem code entry but not reverse the previous actions or apply the new problem code rules. This matches the behavior of previous releases.

• Updating an invoice number or date in receiving will also update the invoice information on a To Be Returned entry that was created from this receiving entry.

Receive from list

• The Receive Selected toolbar shortcut of F12 was incorrectly removed in a previous release. This has been restored. 
• The Close and Exit shortcut key was changed from F12 to Escape so the legacy Receive Selected short cut key could be restored.
• Added to release 18.10.22l on 1/3/2019

Vendor Invoice Approval / Vendor Credit Memo

• The tool bar buttons were not being enabled/disabled properly. This allowed approved items to be deleted.

Accounting

• Multiple Quick Book Online accounts can be used.
• When exporting a batch to Quick Books Online, the export dialog will prompt for the Quick book On Line account that should be used. This allows a customer to have separate Quick Book accounts per store.
  
  
• Authorization for QuickBooks Online accounts is now in the QBO Inferface Settings form.  When you first visit the page, enter in your QBO Company ID, click save.   
• Next click "AUTHORIZE" to open a local web browser and authorize your QBO account.

Once your web browser opens, log in with the credentials matching the Company ID you entered above.  

After you close your browser, you will see a GREEN button saying "FINALIZE SETUP".  Click once to complete.

Then you will see the "READY FOR EXPORTING" gray button if authorization is complete.

Then when you go back to export data from the ACCOUNTING EXPORT, you will be asked to pick which corresponding account you are exporting data for.  Select the QBO Account and click "USE TO EXPORT"

If you receive an authorization error when exporting to QBO.  Use the "CLEAR AUTHORIZATION" button in the QBO settings form to clear your settings and restart the authorization steps.  Make sure you are authorizing to the correct QBO account and try your export again after completing the steps above.

SaaS

• When selecting an [i]merchant program from the SaaS menu, the form will be restored if it was previously minimized.
• Previous versions lost the minimized forms.

Customer Order form

• The contact/attention field was not always being printed.

Tax Exempt Inquiry

• The net sale and tax amounts were not being totaled when grouping.

Cost Profit

• A day period has been added to the Cost Profit periods.
• The daily information can now be selected on all the reports in the Sales Analysis report menu. This allows custom date ranges to be selected when reporting.
• Daily information is captured via the End of Day function that consolidates Weekly and Monthly information.
• [i]merchant will recreate the daily information using the inventory change log entries.
• The daily cost profit update will build the historical information during the automated end of day process.
• Since there can be a large number of records that need to be imported. The process will recreate the history in batches. Each batch will run for a limited amount of time. If all the data has not been imported [i]merchant will continue the next time the end of day process is run.
• Data is selected in reverse chorological order until all the daily information has been imported. The process will build up to two years’ worth of daily information.
• The beginning inventory quantity, cost, and retail values cannot be recreated on the historical periods since the information is not available.
• Daily beginning inventory values are captured for entries created after applying the release.