The following explains the changes to the Epicor Eagle™ Point-of-Sale for Windows software on level 23.2870 (Eagle for Windows release 9). 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.
An extended price now prints when you post a Tally 2 header with a quantity. The system calculates the extension using the header SKU's pricing.
You can specify the total number of feet of lumber a customer wants, and the system will suggest the individual lengths to sell based on percentages you have set up in Modify Tally Cross-Reference (MTL).
On an order transaction, you can enter the header SKU and specify the total number of board feet the customer wants. The pick ticket prints with two-pair input lines for the yard person to use for penciling in the tallies. The cashier can then quickly enter the selected lengths upon order recall.
You can now print Tally 2 components as pairs. There is a new option in Options Configuration called Tally 2 Component Print Format. The choices are "C=Components" (today's behavior) or "P=Pairs" (new behavior). The pairs print below the Tally 2 header's item description, as in the following example:
"2x4 Douglas Fir"
2/8 4/10 3/12
(The 2/8, 4/10, and 3/12 represent two eight-footers, four ten-footers, and three twelve-footers respectively.)
You no longer have to create two separate transactions for a customer who is both purchasing items and placing a special order. You can now add special order items to a regular POS sale transaction.
You can enter notes about a special order from either the POS or the Purchasing and Receiving window. This feature is particularly useful for communication between POS clerks who place special orders, and the purchasing agent who orders special order items.
Advanced Special Order is now available and includes the following features. If you are interested in purchasing it, call Epicor Direct at 800-538-8597.
Special order items can now be added to a "Buyer's List." From the Buyer's list, a purchasing agent can place special order items on POs, and quickly add non-stock special order items to the Inventory file.
During receiving, you can designate a will-call location for special order items so that upon item pick-up, POS clerks can easily locate the items for quick customer service.
There is a new feature in the POS document viewer that allows you to quickly check the receipt status of special orders directly from the POS window.
You can allocate purchase order receipts to backordered orders and special orders, and automatically print pick tickets for them.
You can automatically update item costs on special orders during receiving.
You can now create layaway transactions. Each time the customer makes a payment toward a layaway, you retrieve the layaway and select the "Apply a Payment" option. You can change the layaway (or even delete it) if necessary. When the customer pays the layaway in full, you select the "Apply the Final Payment" option.
The Advanced Rainchecks feature is now available. Unlike regular rainchecks, advanced rainchecks are saved in the system. Below is a list of the benefits of Advanced Rainchecks:
If you were previously using regular rainchecks (those that are not saved in the system), two new features will make the transition to using advanced rainchecks easy:
Advanced rainchecks say "RAINCK #" at the bottom of the receipt, whereas regular rainchecks say "JRNL #". This distinction will help you identify rainchecks you created after you began using advanced rainchecks. This is important because with advanced rainchecks, the clerk needs to use the raincheck redemption feature so that raincheck history is properly updated.
You can set the option "have Ctrl-P prompt for raincheck" to Yes, so that a clerk can redeem a raincheck by pressing Ctrl-P (or the Promo button). When you activate Advanced Rainchecks, you want clerks to redeem rainchecks by using the new "redeem raincheck" feature. However, clerks are usually in the habit of clicking the Promo button to redeem rainchecks because customers typically return for their raincheck item after the item has gone off promotion. With the "have Ctrl-P prompt for raincheck" option set to Yes, you eliminate the problem because the clerk can properly redeem a raincheck when he or she clicks Promo (or Ctrl-P).
The price at which you will sell the raincheck item to the customer is conveniently retained in the system.
You determine how long customers are given to redeem advanced rainchecks.
You can quickly and easily view advanced rainchecks in the POS viewer.
You can print a list of advanced rainchecks by running the Open Orders/Pick Tickets Report (ROO). The ROO report also purges past due and deleted rainchecks.
The system tracks the total current raincheck quantity for items in your Inventory. With this information, the Suggested Order Report (RSO) automatically orders raincheck items (unless you choose the option to not order them). The system also uses the value you enter in the "% of Raincheck Qty to Order" field in Options Configuration when it calculates the quantity of raincheck items to order. Or, if you want to indicate an order percent for individual items, you can enter a value in the "Percent to Order" field on an item-by-item basis in Inventory Maintenance.
So that you are alerted when raincheck items are received, they are reported on the Receiving Report (RRP).
The system tracks "To Date Quantity Issued" and "To Date Quantity Sold" and uses these two quantities to calculate the percentage of rainchecks that are actually redeemed. This percentage is helpful in determining the quantity of raincheck items to order.
You can view raincheck information from Inventory Maintenance by displaying the item, then clicking the hot link (blue) Raincheck Qty field.
Remote override is now available in Epicor Eagle™ for Windows. It allows a manager to authorize an override in a POS transaction from a remote terminal (a terminal other than the POS terminal).
When you display an item in the POS posting screen, the information that displays now includes 2nd Location, 3rd Location, Policy A Indicator (Catalog users only), and a Discontinued flag which displays in red if an item is discontinued.
You can easily identify Policy A items so that you can immediately take the necessary steps to receive credit from the vendor for the items. The Price Exception Report (RPE) Option X now prints a flag in the column to the left of the Department column to indicate whether or not an item is Policy A. For Ace and True Value, the flag is a "Y". For Do It Best, the flag is a 0 (zero), A, B, C, D, H, O, or X, depending upon the type of Policy A item. The Policy A flag has also been added to ReQuest, Transoft U/SQL, and the Inventory Item Display window in POS.
You can now recall suspended transactions from the POS Header screen as well as from the Posting screen. This feature is convenient if you start transactions on the Header screen.
You can display prior selling prices of an item from previous sales (not returns) for a particular customer. This feature is particularly useful when doing returns, but it can be used on any type of transaction. The prices display in a drop-down list. The number of prior selling prices that are displayed depends upon the length of time invoices have been archived in Quickrecall, and the number entered in the "Number of prior selling prices to show in POS" field in Options Configuration.
You can now set up items so they can be sold in different selling units at POS. For example, you sell copper tubing in three different units: by the foot, by the 10' length, and by the bundle (ten 10-foot lengths). You can set up these three selling units so when a clerk enters or scans copper tubing at POS, the system displays a list of the various selling units. The clerk simply selects a selling unit from the list, and the system posts the correct quantity and price. It is important to note that while Multiple Selling Units help you sell items in various units of measure, they do not have any affect on purchasing or electronic price updates.
You can quickly add customer accounts or jobs from the POS window by using the Customer Add dialog box. This method of adding accounts saves you time because you don't have to display the Customer Maintenance window to add an account. And, because the Customer Add dialog box contains only key fields, you only have to enter a small amount of information. Once you've added the account, you can directly proceed to ringing up the items the new customer wants to purchase. To use this feature, you must set the option "Allow Quick Add of Customers/Jobs in POS" to Yes in Options Configuration.
There are two new methods for repricing and recosting saved transactions: Increase each item by a percent, or decrease each item by a percent.
If the same SKU appears on multiple lines of the same saved transaction, a new feature called "Change Price for All Like SKUs" allows you to change the price on all the lines with the same SKU at the same time. Simply retrieve the saved transaction, type in the SKU in the Item (SKU) box, click Menu, and select the option "Change Price for All Like SKUs."
In order to make POS clerks more aware of important messages that display on the screen when creating a transaction, such as "no UPC was found", sounds in POS are now tied more specifically to the event (called a "sound event") that caused them. Each sound event defaults to a particular sound, but if desired you can assign a different sound from the POS Tools menu.
The "NotFound" sound event is now heard when you press Display (or Ctrl L, or Ctrl U) and the item isn't in your Inventory file, or when you scan a UPC that isn't in the UPC file.
The following new sound events have been added to POS:
The "AdditionalInfo" sound event occurs when an item has an MED extended description (MED type 2 or 4).
The "QuantityInsufficient" sound event occurs when posting (scanning or manually entering) an item that has insufficient quantity.
The "MultipleUnits" sound event occurs when posting an item that has a Multiple Selling Unit (MSU) code (this is a new feature on Level 23).
ProtoBase now supports Level II purchase cards. In Options Configuration, set the new POS option "Prompt for Customer Code" to Yes. Once this option has been set to Yes, you'll be prompted to enter the customer code when you swipe a card at POS. Once you type the customer's code (or press Esc to bypass it), authorization will commence. The Customer Code field is also available in the manual credit authorization window.
Ace members only: If you don't know the customer code, you can enter the last four digits of the customer's work or home phone number.
The View Purchase Order and the View Purchase History viewers are now available in POS so cashiers can quickly obtain purchase information about an item.
In addition to sales and orders, POS now checks for quantity insufficient when creating a special order.
Eagle for Windows now supports the ability to print to different printers based on transaction type. This feature is set up in the Device Configuration window.
For Pesticide items (Tally B), the pesticide license expiration date now prints on the invoice in addition to the license number.
You can now print loading tickets for invoiced orders or special orders if they contain items with Y in the Loading Required field in Inventory Maintenance.
You can now run multiple POS sessions simultaneously on one Eagle for Windows station. It is possible to run up to four POS sessions, but this number is dependent upon your system's resources. Only the first session can use POS devices such as the receipt printer, scanner, and customer display.
There is a new option in Function COR to "include description indexes." This option downloads item descriptions into the offline POS files so you can do inventory lookups by description in offline POS.
The following POS options have been added to the Options Configuration window:
Tally 2 Component Print Format. The choices are "C=Components" (today's behavior) or "P=Pairs" (new behavior).
Advanced Rainchecks in POS (yes or no).
Have Ctrl-P Prompt for Raincheck (yes or no).
Number of Prior Selling Prices to Show in POS.
Check - Maximum Amount on a Sale Without Manager's Override.
Bankcard - Maximum Amount on a Sale Without Manager's Override.
Alternate Tender Open Cash Drawer (yes or no for each alternate tender type).
Reprint Invoices from QuickRecall to the Receipt Printer (yes or no).
POS Timeout (seconds) for Automatic Return to Clerk— you enter the number of seconds with no POS activity after which the POS window automatically returns to the clerk field.
Smart POS Item Lookup by SKU, UPC, Mfg Part #— If this option is set to yes, POS automatically searches for the number you enter in the Item (SKU) field first by SKU, then by UPC, and finally by manufacturer part.
Add/Change Estimate Use Code— The ability to set up a list of estimate Use Codes and their descriptions that display in a drop-down list in POS.