The following explains the changes to Epicor Eagle™ POS for Windows on level 25.1097.50 (Eagle for Windows level 12.1159.80). 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.
There is now even more pricing flexibility when you set up Category Pricing Plans (CPP), because fifteen additional pricing methods have been added:
E = Markup from price matrix 1
F = Markup from price matrix 2
H = Markup from price matrix 3
I = Markup from price matrix 4
J = Markup from price matrix 5
N = Down from price matrix 1
O = Down from price matrix 2
P = Down from price matrix 3
Q = Down from price matrix 4
S = Down from price matrix 5
T = Dollars up from average cost
U = Dollars up from replacement cost
V = Dollars up from MIC 'cost used in calculations’
W = Markup from retail
Y = Dollars off retail
When setting up a CPP plan, you can now select ALL if you want to add a category record for all departments rather than adding individual departments (multistore: the system adds a Category record for each department in the lockin store). If a given department is already on the plan, you’ll be asked if you want to replace or keep the existing record.
Greater Flexibility in Creating Quantity Breaks
You now have more flexibility than ever in customizing your quantity breaks because the many pricing calculation methods available in CPP (Category Pricing Plans) are now available to use with quantity breaks. When you set up a quantity break code, select type "N" to indicate that you’ll use CPP to calculate the quantity break prices, and then set up the CPP plan(s). For example, you could tie a quantity break code (such as code "100") to several CPP plans that are each set up for a particular quantity break, such as a CPP plan for selling 25, another for selling 50, another for selling 75, and so on. In each of these CPP plans, you'd designate the ranges of items that get the specified quantity break. So, in the first CPP plan you might designate that items in class 222 with code 100 get a 5% off retail when buying 25, items in class 200 with code 100 get 7% off retail when buying 25, etc. Then you'd designate the ranges of items for the other CPP plans. Finally, you'd assign the quantity break code (code 100 in our example) to the appropriate inventory items.
Greater Flexibility in Setting Up MSUs
For items sold in multiple selling units (MSUs), you can now have any selling unit as your default unit of measure. Before this change, you had to use a small unit as the default because if a large unit was used, and you sold a quantity less than .01 of a smaller unit of measure, the system couldn’t accommodate a quantity that small. However, now the system can accommodate a quantity as small as .001 (but only in the MSU window— not in the Quantity field in the posting area of POS. One exception is if you’re changing an MSU item after it’s been posted on the transaction).
Repricing Retains the MSU Price
If you change the customer on a transaction that contains MSU items with a "price factor," and the transaction is repriced for the new customer, any MSU prices are retained from the original customer. Note that the MSU items are not repriced by taking the new customer’s pricing and then applying the MSU price factor to it; the MSU items simply retain the MSU price from the original customer. Also note that these MSU items will begin appearing on the Price Exception Report (RPE) Option O as manual overrides.
The Epson receipt printer has the following special capabilities:
Barcode Representation of the Document Number
The Epson printer prints a barcode representation of the document number on the receipt. If you later scan this barcode while your cursor is in the customer field, the system will perform a lookup to locate the document. You can recall the following type of transactions: suspended transactions, layaways, sales or credit memos saved in Totals (F5) as an Order, sales saved in Totals (F5) as an Estimate, and orders if a deposit was taken.
Printing Logos on Receipts
You can print header and footer logos on receipts generated in Eagle for Windows POS. Device Configuration has a new LOGOS button that will download the logo files from the E4W LOGOS directory on the PC to the receipt printer. Once the logo files have been downloaded, they will print on each POS transaction. Additionally, a new logos procedure document has been added to Device Configuration that explains the logo file requirements and download procedure. To access the document, double-click on Receipt Printer in Device Configuration, and then click the "Docs" button.
Ability to Print Electronically-Captured Signatures on Receipts
(Signature Capture users only). This feature is controlled by the option "Print Electronic Signature on the POS Receipt Printer" in Options Configuration. When this Option is set to Yes, a store receipt prints for bankcard and charge transactions with the customer’s signature on it. When this Option is set to No, only the customer’s receipt prints – no store receipt prints, but a receipt with the signature does get stored in the receipt archive.
In Offline POS, when an item is sold and linked to a raincheck (Posting Menu Option R "Sell Raincheck Item") and then uploaded to the Eagle, the system now updates the raincheck to reflect the sale. If the raincheck document number you enter in Offline POS is invalid--either the document number doesn’t exist, isn’t a raincheck document, or the item isn’t on the raincheck--the system will log the error in the File Update Manager Error Log (accessible by typing SHOWLOG from the Function prompt in Network Access).
In lieu of returning cash to cash customers returning merchandise, you can now issue them a Store Voucher that they can use toward future purchases. Conveniently, you can specify a minimum amount for store vouchers, so that cash customers with a refund less than the specified minimum would get cash rather than a voucher. When you issue a store voucher, a receipt prints that contains a signature line for the customer to sign, as well as any additional text you’ve set up to print. You can also set up an option to print a store copy of vouchers, and this copy can also have additional text you designate.
When a customer wants to use a store voucher toward a purchase, and the voucher's value is greater than the purchase, the system can "re-issue" a new voucher for the remaining amount. If you want to ALWAYS issue a store voucher instead of giving cash returns, you can set up "mandatory" Store Vouchers. However, you can still override mandatory Store Vouchers on a case-by-case basis by assigning key employees the manager’s override security bit (684).
To help you better track merchandise returns, you can now set up POS to print a store receipt for returns from cash customers. This store-copy receipt will have a signature line for the customer to sign, and is supported for the Signature Capture application. You can also define up to 6 lines of text (one of the six lines defaults to printing a manager's signature line on the store-copy receipt) you want to print on the store receipt. Additionally, you may choose to have the system prompt the clerk to enter the customer's name/address/phone, which will then also print on the store receipt. To start printing store receipts, set the option "Print a store copy receipt for returns" to Yes, and optionally set up the options "Text for store copy of the item return/voucher," and "Require cash customer information on a return."
The gift card application is a purchase option that’s now available for Ace and Do it Best Corp. members who use ProtoBase credit card authorization. You must call Ace or Do it Best to sign up for the Gift Card program. Gift cards have a fixed cash value that is assigned to the card when it is activated at POS. However, you can recharge/reload Do it Best gift cards to add additional value to them. Gift Card transactions are similar to charge or debit transactions in that a plastic card is tendered, an electronic request for authorization is transmitted, and a reply is received that approves or declines the request. A Gift Card receipt prints, indicating the card number and dollar amount. A system Alert will also be generated, indicating the time of activation, the Gift Card number, and the dollar amount.
You can now view all open orders that contain a particular item. Simply type in the SKU in POS, click Menu, and select option O, "View Orders."
In the POS Open Document Viewer, you can now select Q in the "Type" field if you want to view only Open Quotes.
The terminal number at which a transaction occurred now prints on the invoice. This enhancement has been added to all invoice forms (retail form, contractor form, etc).
On occasion, typically as a result of a power interruption, you can lose the ability to recall a saved transaction in POS (you get a message that the transaction is "in use’ at a specific terminal). However, you can now recover the transaction by clicking the Menu button, selecting "recover in-process transactions," and then selecting "Recover Order/SO/Estimate/ transaction "in process."" Once the transaction has been recovered, you can proceed as you normally would with the transaction.
In the past, if for any reason you press Control-Alt-Delete while processing a POS sale transaction, you’d lose the transaction. However, now you can recover these aborted transactions. This new feature is accessible by clicking the Menu button in POS, selecting Recover In-Process Transactions, then selecting Recover Sale Transaction in Process." You can even set up POS to automatically prompt the clerk to recover abnormally aborted sales or credit memos when they start up POS. To set up this prompt, simply enter a "Y" in the option "Recover abnormally terminated sales or credit memos when starting POS" in Options Configuration. Once an aborted transaction has been recovered, you can proceed as you normally would with the transaction.
The Transfer Passoff application is a purchase option that allows you to pass off Transfer information not only from the From-Store, but from the To-Store as well. And, this application allows you to pass off transfers by department. These capabilities are significantly more advanced than traditional automatic passoff, with which you can neither pass off to the To-Store, nor pass off by department.
(Lumber/Contractor POS only) When you enter values to change an item’s price in the Item Pricing Window (accessed by pressing Control-O in POS), you can now view the gross profit and/or price the system calculates before you post the new price. This means you can enter various values to get a "what if" scenario before deciding on the price you want to charge for an item. To utilize this new feature, the option "Display Running GP%" must be set to Y in Options Configuration (or in Function MTR).
Two new options are available in the Open Order Report (ROO) to help you better manage your Bill of Materials orders: option K, "Print Millwork/BOM sorted/subtotaled by components," and option F, "Print Finished Goods change to inventory values." Option K combines all occurrences of a component SKU into one quantity, making ordering in bulk quantity easier. Option F reports cost and retail value changes associated with assembling finished goods from a list of raw materials. Because finished goods may have a different cost/retail value (i.e. due to labor) than the raw materials used to create them, this report gives you the necessary figures to post the resulting G/L cost/retail value changes.
You can now print a second detail line on POS documents that contains each item’s part number and/or UPC. This information will assist employees in the yard or warehouse in picking the right item. The four options from Options Configuration listed below control this feature. The first option must be set up because it activates this feature, while the other three options govern what document types are affected:
"Format of the invoice’s Mfg Part #/UPC line" (must be set to B, M, or U to activate this feature)
"Invoice prints Mfg Part #/UPC line on Estimates, Orders, Special Orders"
A new utility, called HHCADD, automatically adds Ace Rewards coupon and certificate SKUs and their corresponding UPC codes to your system. You can use the Ace Rewards SKUs at POS, regardless of whether or not you participate in the Ace Rewards program. After running HHCADD, you'll be able to simply scan a customer's Ace Rewards coupons and certificates at POS, and the appropriate amount will be added to or subtracted from the customer's invoice. You can re-run HHCADD at any time if you want to change the department and/or class of the Ace Rewards SKUs, add Ace Rewards SKUs for another store, or add additional Ace Rewards SKUs/UPCs that Ace has added to their data files. HHCADD can only be run from Network Access. It is not available in Eagle for Windows.
Offline POS invoices will now be clearly marked as occurring during Offline POS because "OFFLINE INVOICE" now prints at the top of the invoice. Before this change, offline invoices did not indicate the word "Offline", but merely said "INVOICE," which could be confused with online invoices.
Display Cash Drawer (DCD) now respects the "Lookup By’ method saved in the default view. Previously DCD would always come up with the Lookup By set to T (terminal). Now it will come up with the Lookup By in the Default View.
The following POS options have been added or modified in the Options Configuration window:
"Page Break on Location for Orders". Set this option to "1" if you want orders to do a page break every time the first position of the Location Code changes. This option is only supported on the "Extended Alternate" invoice form (form type "X").
"Calculate Terms Discount on deposits". Set this option to "S" if you want the system to calculate terms discounts for deposits on special orders.
The existing option "Alternate Tender Type" (1-6), has a new type available: G = Gift Card. This alternate tender type is used in the setup of Ace or Do it Best Corp. gift cards.
The existing option "Reprint invoices from QuickRecall to receipt printer" now has a new selection of "P" which prompts the clerk to select if they want to print to the receipt printer or the invoice printer.
The existing option "Smart POS item lookup by Sku, UPC, Mfg Part #" has been enhanced for option M (look up item by SKU first, then by manufacturer part number). At POS, if you type in a manufacturer part number and there is more than one match, a list of items displays, and you can simply choose the correct item from the list.
"Apply CPP pricing to Keep Prices = No items". Set this option to Yes if you want the system to calculate a Category Pricing Plan (CPP) price by using the price you manually enter at POS for items whose "Keep Prices" flag is set to N. Note: If you add an item--whose Keep Prices flag is set to N--to an order/special order and you don’t enter a price, and later you recall the order and enter a price, a CPP Price will not be calculated for the item.
The existing option, "Display Past Due Warning," which controls if a warning message displays at POS when the clerk enters a past-due account, has been modified to give you greater flexibility. You can now specify if you want the warning to occur after one, 31, 61, or 90 days.
The existing option "Gift/Cash card type" has been modified so your choices are now "Wildcat (including Ace)" and "Paymentech (including DIB)." (Note: There is an option called "Gift/Cash Card on System" that has to be set to Yes by Epicor for the gift card application to work.)
"Gift/Cash Card cash-out maximum without M/O." This option determines the maximum amount of a cash-out of a Gift Card without requiring a manager's override. If you use the Gift Card application, enter the maximum amount for which a clerk can cash out a Gift Card without a manager's override. Or, if you always require a manager's override for a cash-out, enter 0. If you never want to require a manager's override, enter 99999.99.
"Alternate tender available on ROA transaction" and "Alternate tender available on Deposits." If you want to accept alternate tender on ROAs (received on account) and/or deposits, set these options to Yes for any of the six available Alternate Tender types.
"Capture electronic signatures on orders/special orders." If you have signature capture, set this option to Yes if you want the system to prompt for a signature whenever you print an order or special order.
"Change customer when entering loyalty # at end of transaction". Set this option to C if you want to change the transaction’s Customer Number (and reprice/retax as necessary) if you scan a loyalty card at the end of a transaction and the card number is linked to an account in Customer Maintenance. If you’d rather decide on a case-by-case basis whether or not to change the customer number, you can set this option to P and you’ll be prompted to answer Yes or No each time.
"Estimates – use "established’ price on subsequent posting of same item." Set this option to Y if when creating estimates, you want the system to use the "established" price (the price of the first occurrence of the item on the estimate) for additional postings of the same item to the estimate. Note that if you display the item before a subsequent posting (i.e. your system automatically displays items after you scan them, or you simply press the Display button), the display won't reflect the established price, even though the established price WILL be honored. Therefore, the message "This item previously posted on this estimate at this price: XXX.XX" displays at the bottom of the screen to reassure the clerk that the established price does not have to be re-entered.
"Format of the invoice’s Mfg Part #/UPC line" (this option is described in the section "Printing Part Numbers and UPCs on POS Documents," above)
"Invoice prints Mfg Part #/UPC line on Sales/Credits" (this option is described in the section "Printing Part Numbers and UPCs on POS Documents," above)
"Invoice prints Mfg Part #/UPC line on Estimates, Orders, Special Orders" (this option is described in the section "Printing Part Numbers and UPCs on POS Documents," above)
"Invoice prints Mfg part #/UPC line on Transfers" (this option is described in the section "Printing Part Numbers and UPCs on POS Documents," above)
"On suspended accounts allow estimates to be created/modified". Set this option to Yes if you allow Estimates to be created and modified for an account whose "Charge Allowed" privileges have been suspended. You will not be able to change the Estimate to a Bid, nor will you be able to create Orders from a pre-existing Bid.
"Print a store copy receipt for returns." Set this option to Yes if you want a store- copy receipt to print when a cash customer returns at least one item. The receipt will have a signature line for the customer to sign, and is supported for the Signature Capture application. If you set this option to Y, Epicor Software Corporation recommends you also set the option "Require cash customer information on a return" to Y, so clerks must enter the customer's name, address, and phone number, and this information prints on the store-copy receipt. You may also want to define what prints on the store-copy receipt. Use the options "Text for store copy of item return/voucher - Line X (Characters X-XX)" to define up to 6 lines of text (one of the six lines defaults to printing a manager's signature line on the store-copy receipt).
"Print a separate Store Voucher Receipt on a Refund/Re-issue." If you’re using the new Store Voucher feature, this option determines what prints when a store voucher is issued for a refund or when a store voucher is reissued in lieu of change. Set this option to S if you want to print a customer voucher plus a store copy to keep for your records, or set this option to V if you only want a customer voucher and no store copy.
"Print cash account’s name on invoice when no address". This option only applies to cash accounts that were set up with no address (except your default cash account, which is not affected by this option). Set this option to Yes if you want to print the customer’s name on POS invoices, or set it to No if you want to print "CASH" in lieu of the customer’s name.
"Print invoice # on offline invoices." If you set this option to Yes, an invoice number will print on offline invoices. If set to No, the invoice number doesn't print on offline invoices.
"Print invoice when non-taxable item sold to cash customer". Set this option to Yes if you want the following to occur in POS when a normally taxable SKU is sold to a taxable cash customer using the No Tax key on a sale, suspended sale, or order: 1) display the cash customer information window, and 2) print an invoice instead of a receipt.
"Recalculate cost on Keep Prices = No items when price is changed ". Set this Option to Yes if you want the system to recalculate the cost of a Keep Prices = No item when the price is manually changed in POS. It will be recalculated using the new price and the desired gross profit percent. This option does not apply to the Copy/Reprice feature.
"Require cash customer information on a return." Set this option to Yes if you want the cash customer information window to display on a credit memo, or on a saleor invoiced order/special order with at least one return regardless of whether the total is negative or positive. The clerk must enter at least the customer's name and phone number in the cash customer information window. The information is recorded in QuickRecall for future reference. If you print an invoice for the customer to sign, it will include the cash customer information.
"Store Voucher required on a POS Refund." If you want to force clerks to issue a store voucher (store credit) to cash customers in lieu of returning cash when giving a refund, set this option to the appropriate Alternate Tender type you’ve set up for store credits. If your store policy is to give a cash refund when the total is less than a specified minimum amount, such as $5.00, use the option "Minimum amount for issuing a store voucher" to set the minimum. You can also assign security bit 684, "(MO) Allow override of Store Voucher requirement on POS Refund," to key employees who you'll allow to override the store credit requirement.
"Text for store copy of the item return/voucher," (this option is described in the section "Store Receipts for Returns," above)