The following explains the changes to the Epicor Eagle™ Point-of-Sale for Windows software on level 23.3781 (Eagle for Windows release 10). For additional information about a particular enhancement listed below, click on the blue underlined text associated with it. To return to this page, click the Back button.
You can mark a special order as "direct ship" to both alert the vendor and to help you track them. To mark a special order as "direct ship," press the Menu button and select "Mark s/o as direct ship." When the purchase order is generated, the Ship-To information from the special order will be placed in the PO's Special Instructions and the Ship-to field will say "See Special Instructions". Additionally, to help you track direct ship special orders, a "D" will be placed in the third position of the Codes field on both the special order and the purchase order.
Note: If the special order is for a customer with an in-store account, the name and address from Customer Maintenance will be placed in the PO's Special Instructions.
You can enter credit card transactions while in offline POS (with Integrated Credit Cards 4.81 or higher). When you return to "online" POS and upload offline transactions, the credit card transactions can be automatically added to the day's processing and will settle along with the rest of the batch when you perform your daily settlement.
To begin using this feature, do the following:
In Options Configuration, set the option "Offline Credit Authorization Upload for Integrated Credit Cards" to Yes
If you want to set a maximum dollar amount for offline credit authorization, set the option "Offline Credit Authorization floor limit" in Options Configuration to the desired dollar amount.
if you want to allow particular clerks to override the floor limit, assign them security bit 626.
Note: while in offline POS, you must obtain authorization for each transaction by either swiping the card on alternate equipment (such as a verifone, omnipac, or hypercom) or by calling the processor to obtain voice authorization.
You can now highlight a prior selling price and paste it into a POS transaction. This feature is particularly useful when doing returns, but it can be used on any type of transaction. You can also view the original method of payment for an item being returned by clicking the View button, which displays the archived invoice from QuickRecall.
Bill of Materials is now available. A Bill of Materials (BOM) is a group of items linked together for selling purposes. You create a BOM SKU, which you will use at POS. To the BOM SKU, you link components. Components can be regular inventory SKUs, Kit SKUs, other BOMs, or comments. When you sell a BOM at POS, the components are automatically sold along with it, much like when selling a kit. However, unlike kits, with BOMs you can manipulate the components at POS by changing their price and/or quantity. You can even add or delete items from the BOM at POS. If you are interested in purchasing Bill of Materials, call Epicor Direct at 800-538-8597
You can now assign special prices by "Vendor" in addition to the existing categories of SKU, Product Code, Fineline, Class, and Department.
On transfers and transfer adjustments, the From-Store now defaults to the store listed in the transfer account's Store Account Opened field.
New security bit 648 controls the ability to change the "from" and/or "to" store on a transfer.
New security bit 647 controls the ability to change price and/or cost on a transfer.
If the same SKU appears on multiple lines of the same transaction, you can now use the "Change Price/Cost for All SKU Occurrences" feature to change the cost, price, or both, on all the lines containing the same SKU. Prior to this change, this feature was called "Change Price for All Like SKUs", and only allowed you to change the price.
Andersen Windows Import is now available as a purchase option for customers who have Anderson's Intelligent Quote package and Epicor Eagle for Windows. With this new application, you can import Andersen window quotes so you don't have to re-enter them in POS. If you are interested in purchasing this application, call Epicor Direct at 800-538-8597.
You can now display cash drawer totals for today, a previous day, or a range of days by selecting the appropriate dates in the From/To Date boxes. Note: The dates that are available for viewing are those that fall after the last time you ran the End-of-Day Sales Totals Report (RDS) with option F. For example, if today is 11/26/01, and you last ran the RDS with option F on 10/31/01, you can view totals for any day from 11/1/01 to 11/26/01.
There is a new column called Cash Collected, which is the net cash collected. The existing Cash column reflects net cash plus any alternate tenders.
The system can now automatically assign an account number when you use the Customer Add window in POS. To use this feature, you must first verify that "Auto Add To Next Customer" is checked in the Customer Maintenance "Options" menu.
The new Voided Transactions Report (RVT) prints all voided transactions, including sales, credits, ROA's, and all transactions done in the Training Mode. You can purge voided transactions on a daily or monthly basis by running the report with option P.
The following POS options have been added to or modified in the Options Configuration window:
Smart POS Item Lookup by SKU, UPC, Mfg Part #. This option has been modified. The settings from which you can now choose are as follows:
Y = The system will search for the item by SKU first, and then by UPC.
M = The system will search for the item by SKU, then by UPC, then by Manufacturer Part Number (this setting is equivalent to the behavior of the "Y" setting on the last software release)
N = The system will search for the item by SKU only.
"Default days for Estimate Expiration Date." This new option determines the expiration date for an Estimate; however, you can still change the expiration date on an estimate-by-estimate basis.
"Item cost/GP% in WinPOS displays readable". This new option is useful if you have MTR Display Cost on Inquiry or Display Running GP% set to Y, but want to disguise this information from the customer. When this option is set to N, the Cost or GP% that shows when you display the item is without a label, and the decimal point is replaced with the first digit of the item's department code. For example, an item in department 12 has a cost of 1.49 and GP% of 66.81. If this option is set to N, 11409/66181 displays. If this option is set to Y, C1.490/66.81 displays.
"Check Quantity Insufficient on Special Orders." Set this new option to Yes if you want the system to check for quantity insufficient on special orders as well as sales. This option only applies if the option "Display Qty NA Warning Message" is set to Y.
There is a new set of POS options (21 in all) that allow you to define what prints on receipts. The first option is "Receipt Top Header Message (Characters 1-32)", and the last is "Print Store Address on Receipt." Use these new options to define your own header and trailer receipt messages, create a customized coupon with up to five lines of detail, determine whether or not you want your store address to print, etc.
The following POS reports and functions are now available in Eagle for Windows:
Monthly Recap Report (RMR)
Modify Monthly Recap (MMR) (found under the new Sales Review Menu)
Price Exception Report (RPE)