------------ Release Update 19.03.19 DB Version 169 ----------------

Product Designers

• A sales chart control has been added to the product design pallet.
• A cover photo and review control have been added to the product design pallet. A Venstock subscription is required to use these controls.

Product Cover Photo Palette Option         

• Added to the screen designer palette for adding to the product properties, buying details, show items for products along with Venstock inventory form.
• Available in 4 sizes with largest size not available for many titles
• Book titles only currently, searching by ISBN of Ingram Data Tools.
  
• Non SaaS Customers might need to update some IE settings in their browser in order for photos to display correctly.  Go to IE, SETTINGS > ADVANCED> Setup TLS 1.2 as enabled.  Can enable other TLS settings also if needed.

Product Book Reviews Palette Option

• Also available on the form palette are Product Reviews.
• Limited text available (example: snow falling on cedar)
• Displays in a web browser box

Product Sales Chart Palette Option

• Added default text when adding chart from form palette
• Added preferences box to pick number of days, months, weeks to display

Main Menu

• An executive dashboard has been added on limited release.
• The option must be enabled via the Computac administration form.

Accounting QuickBooks Online Module

• Added error checker to validate batches, if reference not found in QBO we would then display a message about what to do next.  Add automatically to QBO or Cancel Batch & manually fix error.  We also show your existing references in QBO to make it easier to diagnose issues.
• Added check to confirm batch is not in QBO already, error will occur if batch is found in QBO using export ID.

• 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.

Accounting Exports

• A grouping button has been added to the following forms: (60)
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  • POS Transaction Summary
  • Cost-of-Goods Sold Summary
  • Cost-of-&Goods Sold for Services
  • Vendor Invoice Approval
  • Vendor Credit Memos
  • Transfers
  • Imported Sale Transaction Summary
  • A/R Invoices
  • A/R Payments

POS

• If a customer is selected after entering a tax exempt ID, POS will ask if the tax exempt ID should be changed to the selected customer’s tax id. (267)
• If the customer does not have a tax id the original ID will be removed.

• When using the A/R tender, if the sale will put the customer over the credit limit, POS will offer to change the amount charged to maximum that can be charged. The balance can then the taken using a different tender.

• When using the round up feature, POS will recalculate the amount when a tender is used that does not cover the entire amount. (260)
• The amount is automatically recalculated and adjusted in the sale.
• If the round up prompt did not appear because the net sale amount was an even dollar, POS will recheck and prompt if necessary after accepting a tender.

• When refunding items from a previous sale with a customer that is different from the customer in the current sale. A prompt will appear asking if the original customer should be brought into the sale. (127)

• The assume decimal system option setting was not being check when adding to the round up or taking a tip. This has been corrected (258)

• Improved edits on the discount code when using the discount code required option. (218)

• Added check to tax exempt for that makes sure an exempt box is checked and the exempt ID is filled in. (65)

• When selling a balance card coded as must scan as separate line items.
•  POS did not check if the same card was scanned multiple times. (185)

POS Sales & Receipt Report

• Two columns were added to the Sales & Receipt report and the Sales & Receipt Compare report, Gross Retail and Markdown. (120)
• Gross retail is the retail price on file at the time of the sale prior to adjustments made by the cashier or a sale promotion.
• Markdown is the difference between the gross retail and the retail amount used at POS before applying a discount.

POS Transaction finder

• The discount percent was added as a column and search field for the following transaction finders: (262)
• 
  
  • Product Sale Transactions
  • Service Sale Transactions
  • Balance Card Sale Transactions
  • Detail Journal Listing
• The percentage is a calculated value based on the total of all discounts on the line item.
• The markdown and PLU price fields were added to the list of fields that can be searched. (129)

Customer Order Properties

• The tax area will default to the tax area of the store on a new entry.

Customer Order Deposit

• A prompt will pop up if the customer order does not have a tax area assigned.
• The prompt gives the user the option to add the current tax area to the order and calculate the sales tax, or continue without sales tax.

Store Properties

• A default tax area field was added to store properties.
• The tax area is used to default the tax area on a new customer order.

Customer Sales Summary Report

• A summary version of the customer sales report was created.
• Sales can be selected as total dollars spent or just dollars spend on products.
• The summary report does not print customer specific line. Instead each detail line prints the sum of the customers with the same values in the selected fields.
• 
  
  • For example, assume the selected fields of the report were customer type, the billing state, and year to date sales. The report would have a single line for each customer type and state with the total year to date sales.
  • If these same fields were selected in the customer sales report, there would be a line for each customer showing the customer type and state, and that customer’s year to date sales.

Customer Sales Report

• An option was added so that sales can be reported as total dollars spent or just dollars spent on products.
• Previous releases only reported on total dollars spent.

EDI

• Processing of the 810 invoice document was modified. (36)
• The invoice date was not being saved properly.
• Processing of the 810 invoice files will wait until the 856 ASN files have been imported. Previously it was possible for the 810 invoice file to be processed before the 856 ASN was received. When this happened the invoice information would not be included on the preliminary receiving entry.

EDI ASN processing

• When processing multiple ASN files in a single batch, the first product in a file could be incorrectly tagged with the wrong carton ID. This has been fixed. (213)

Purchase Order Form Report

• Modifications were made to the printing of purchase orders. (45)
• The menu selection from Reports, Purchasing was changed from “Multiple Purchase Orders” to “Purchase Order Form”.
• A new menu selection and report definition was added called “PO Form Consolidate by product”
• 
  
  • This format will add together the quantities from individual product line items by product number. This allows a PO that contains products from multiple stores to print a PO with one line per product.
  • When consolidating products, [i]merchant will use the order cost, retail price, discount and other product information from the first item for the product.
  •  
• When printing from the PO Properties forms, [i]merchant will check to see if the PO contains multiple items for a product. If it does, a prompt will appear asking for the consolidated version of the PO form should be used.
• The standard PO form and the consolidated are separate reports. Although similar, they do not share the same designer, or saved report designs.

Used Voucher finder

• A void voucher button has been added to the find voucher screen.
• The void button only appears when the finder is launched from the used menu. Calling up vouches in POS will not expose the button.
• A Redeemed search option has been added. This makes it easier to filter the used from the unused vouchers.

Report Exports

• The SFTP options was not working properly.

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.

PC Settings

• A warning message will appear if the same register is used on multiple PC setting entries. (241)
• This message will appear for PCs that connect via a RDP session for online POS and have a separate entry for offline POS.

Immediate Transfer

• Under some conditions the barcode labels was using the incorrect label design.  (257)

Sales analysis product sales report

• Fixed error when selecting days.  (217)

SQL Server installer

• A new version of the [i]merchant SQL server express installer has been created for SQL server 2017.
• The installed instance is  called <ServerName>\imerchantsql2017
• SQL server 2017 requires a 64 bit version of windows. 
• Microsoft has broken out the SQL Server Management studio into a spate install. As a result a new button was added to the installer which installes SSMS.
• Since a reboot may be required after installing SQL server or SQL server management studio, the [i]merchant installer program automatically close after each installation.