What's New on Release 21.1What's New on Release 21.1
Windows Inventory Enhancements
Windows Purchasing Enhancements
Windows Accounts Receivable Enhancements
Windows Accounts Payable/General Ledger Enhancements
Mobile POS on handheld devices provides one-on-one personal shopping, faster checkout; easier yard, sidewalk, or garden center sales; and improved customer service. With Mobile POS, you can quickly scan items, scan loyalty card numbers, and do item lookups. You can even look up customer accounts, and add customer accounts on the fly. All these features will help keep your customers happy and eliminate abandoned carts. Mobile POS allows you to do in-house charge checkout, or Linebusting, creating a suspended sale to be recalled and tendered at a POS station. For tendering at a POS station, Mobile POS prints out a receipt with a scannable barcode to a mobile printer that can be used to recall the suspended sale.
There are two possible configurations for Buyer’s Purchasing. The foundation of Buyer’s Purchasing is Purchase Order Worksheet (POW). POW is an alternate purchase order posting screen designed to create and manage multi-store purchase orders with ease and efficiency. POW uses alternate vendor information only, including cost and vendor order multiple. Several tools make it easy to easily update alternate vendor information including enhancements to Inventory Import Tools, CAV – Create/Delete Alternate Vendor Report, and auto-generating alternate vendor information when adding items in Inventory Maintenance and in POW.
Advanced Multi-Store Purchasing--Purchase Order Worksheet and other features without a Distribution Center or Centralized Distribution/Receiving. This is for you if you have a multi-store system and desire an easy, more manageable way of creating and maintaining multi-store purchase orders. Below is an overview of features:
Access to POW in Purchasing/Receiving
Automatically suggest order quantities when manually creating purchase orders in POW
Ability to create one multi-store purchase order and then have the system automatically split into single purchase orders for each store
Ability to use item-level and PO Header level cost discount codes
Can use a temporary order multiple when adding/maintaining items in POW
Cost synchronization enhancements to include alternate vendor cost
Four years of viewable sales history
Vendor minimums enhancements
To use Advanced Multistore Purchasing, an Epicor representative must set option 1002 “Advanced Multi-Store Purchasing” to Yes.
Buyer’s Purchasing without a Third-Party Warehouse Management System (WMS)--This configuration has the same features as Advanced Multi-Store Purchasing with enhancements to centralized distribution/receiving. This is for you if you have a small to mid-size multi-store business with a designated store or stores where merchandise is stocked, received and transferred to individual stores. Below is an overview of the additional features above and beyond Advanced Multi-Store Purchasing.
Enhanced centralized distribution types including splits, auto-reallocation splits, direct shipment, and pass-thru orders
Automatically re-allocate order quantities based on the current need at each retail location on the multi-store purchase order with REPO – Reallocate Purchase Order Report
Streamlined replenishment ordering for merchandise stocked in the distribution center (DC) to the retail locations
Items can be set up with a DC pack quantity as well as a vendor order multiple. This allows the buyer to purchase by the vendor’s order multiple, but split and transfer by the DC pack quantity.
Centralized receiving enhancements to receive by DC pack quantity, including enhancements to Eagle Mobile Receiving
EDI (electronic data interchange) integration
Stock transfer balancing availability within POW
Options 1051 “Buyer's Purchasing on System” and 9081 “Centralized Distribution on System” must be set to Yes by an Epicor representative.
The system must be set up and configured for Centralized Distribution (see online help)
Comprehensive online help for Purchase Order Worksheet
Training is part of this package
Promotions Reporting is a new dashboard reporting tool to provide sales and margin data on all types of promotions including Dynamic Promotions.
Pricing Planner is a new Compass based application that promotes improved margins through built-in analysis, rules based pricing adjustments, and competitive and catalog price matching. It helps the customer track competitor pricing, identify items that require pricing attention, and pass new prices directly into Eagle’s existing Price Change workflow.
Mobile Shopper is a new application that collects competitive pricing data on mobile devices. It allows for shopping items at multiple competitors, image capture, additional note entry, and targeted shopping lists. The data collected is integrated into Pricing Planner in real time through the cloud.
New Compass Analytics Features
Numerous performance enhancements have been added to the Compass Platform to improve query and page load performance
The Ignore Rows Previously Reported feature of Scheduled Tasks now allows time periods of up to 6 months
Scheduled Tasks can now be delivered via FTP
New Field / File Mapping
Cash Drawer Balancing -- all dimensions and measures related to Cash Drawer Balancing are now included
Eagle Catalog -- all data dimensions from the Eagle Catalog are now mapped, including support for multiple catalogs
Terms Codes -- the entire terms code file is now mapped including discount thresholds
Numerous field additions to Sales Transactions, Vendor, and Purchasing Files
There are two configurations for Item Attributes, Style Color Size, and Generic Attributes. These new features help you purchase and sell items with attributes such as size/color, and width/length.
Style Color Size (SCS)--Style Color Size is for softgoods retailers who need a comprehensive, streamlined solution to selling and ordering softgoods. The Style Color Size mode allows you to manage Styles which contain items of the same type with different colors and/or sizes. Styles can contain colors, sizes, or both a color and a size. For example, shirt XYZ comes in three colors and ten sizes. Even though all these items have different SKUs with different attributes (color/size), they all belong to the same Style.
Generic Attributes--The Generic Attributes application allows you to set up a single custom Product Group (clothing, shoes, studs, etc.) and up to five user-definable item characteristics (Attributes). A “Product Group” is a fixed set of Attributes. You can use these Attributes to look up items in the Inventory Viewer, and the first three Attributes are visible as columns in most Eagle viewers and grids. Every attribute is backed up by a user-definable attribute value table. To use Generic Attributes, option1052 "Attribute Group Feature on System" must be set to Yes in Options Configuration by an Epicor representative. Below are two examples of using Generic Attributes. The first setup is for the Product Group studs, and the second setup is for the Product Group clothing. Remember that you can only have one Product Group.
Examples of Item Attribute Setups:
Example 1: A Farm supply store set up these three attributes to keep track of their clothing: 1) Color, 2) Size, and 3) Style. This provides the store with an easy way to distinguish different colors/sizes of the same product.
Example 2: A drywall company uses the following attributes for their metal studs: 1) Width, 2) Gauge, 3) Flange, 4) Length ‘ (feet), and 5) Length “ (inches). By adding these five attributes to the company's stud inventory, their sales people can quickly view item characteristics. Every attribute has a user-definable table which helps keep the attribute value file clean and consistent.
Also see iNet eBusiness online help on the Epicor Eagle website for more details.
Product Data Cache. iNet now maintains a database of product data that combines a customer’s Eagle, iNet, and coop data into a single data source. This database resides on the iNet servers and is used for the new Search engine and Data feeds module. iNet automatically maintains this database. Typically iNet runs a full rebuild of the database weekly, and runs a daily refresh of the data. Each time the database is rebuilt or refreshed, it adds an entry in the new Event Log. If you are making significant changes to the structure of your iNet site or Eagle data, you may wish to run a rebuild manually.
Rebuild Database has been enhanced to include a full rebuild of the new data cache. In addition, if you have purchased the Google Feeds application, there are options to trigger either a full rebuild or an update from that application as well. A count of products in the database, and a note indicating the last time the database was updated, displays.
New Google Feeds module allows you to reach out to potential customers who are searching online for products, and let them know that those products are currently for sale and available in your iNet eStore or in your physical store location(s). Google Feeds fall into two categories:
Online Feeds (Merchant Feeds). These are intended to drive customers to your iNet site. Online Feeds send products available for purchase in your iNet store to Google. As a result, consumers shopping on the web can search/find the products they are looking for, and are taken to your iNet site to complete the purchase. Feeds are transmitted based on Google’s recommended schedule. Currently, Product Listings transmit weekly.
Local Feeds. These are geared to drive customers to your physical store(s). Local Feeds send products available for purchase at your physical retail store(s) to Google. Consumers looking for products online can find the products and their availability status, and are given a map and directions to your store location to make a purchase. This can be a very powerful tool to bring online shoppers, particularly those using mobile phones or other mobile devices, into your store(s). Feeds are transmitted based on Google’s recommended schedule. Currently, Price/Quantity updates are transmitted daily, Product Listings are transmitted weekly, and Business Listings are updated monthly.
Improved Search Engine. iNet’s search engine has been improved to use the new product data cache. iNet keywords, iNet descriptions, Inventory Maintenance notes, and coop descriptions are now searchable from the standard and advanced search. Two-character words are no longer excluded from searches. The method used to search by item code can now be controlled on the Advanced search page. This impacts searching for item code, UPC, or manufacturer part number. iNet searches for the terms entered in the search box – it will do a “partial match,” allowing a user to enter a portion of the word. If a user enters multiple search terms, iNet requires both terms to be in the result. If the user uses the Advanced search page, it allows the user to search specific fields as before (UPC, MFG, Department, etc.) and requires that they match in addition to the search terms entered for description. Search results are sorted based on rank, and rank is based on the number of times a search term appears for an item, and is also weighted based on where the term appears. Words in the title, or words specified as keywords, carry more weight than a word in the description. In addition, while iNet does a partial match, words that are an exact match to one of the search terms are also given a higher weight.
Employee Order Entry allows employees to place orders on behalf of customers. Employees can login to the administrative interface and then use an order entry/POS-like interface to create orders. This module, which is a purchase option, works on both a desktop web browser and an Android Tablet. The interface varies slightly based on the device used.
You can now select the Balances page as a default home page for customer accounts. When editing a customer account, simply select the Account Balances page as the default page they see after they log in to iNet.
Web designers can now remove the HTML table that was used to create multiple columns when displaying sub-categories in the store.
Ability to display the department list on all pages instead of just “store pages.” The new settings can be found in Store Administration -> Settings -> category_menubox.
iNet can now charge taxes based on the customer’s zip+4 code. When adding tax codes to the iNet tax map, you can now create an entry for a specific zip+4 range. When a customer goes through the checkout process, if they have entered a zip+4 code, then iNet will first check for a tax rate set on their zip+4 code, and use that rate. If there is no rate for their zip+4, or they did not enter one, it will fall back to the standard tax map by zip/state/country.
Browse Mode Feature. In Store Administration -> Settings, there is a new setting called browse_mode. This setting controls how a consumer navigates the Eagle department hierarchy when browsing the iNet store: 1) Full Tree (default setting)- Departments, classes and finelines appear as per the Eagle hierarchy. 2) Simple Tree – Departments, classes and finelines appear as per the Eagle hierarchy. Products appear at the level they are defined if there are no further sub-categories at that level. 3) Flatten Finelines – This setting works like “Full Tree,” except that finelines are omitted. 4) Refine Mode – All products appear starting on the main page,and from there you can “refine” the list by department, then class, and then fineline. 5) Refine Mode [Custom Homepage] - Unlike the Refine mode, this setting doesn't show products at the top level (prior to selecting a department). 6) Category Menu [ Replace] - The list of categories to refine a search by replaces the existing category menubox. 7) Category Menu [Extend] - The list of categories to refine by appears in the same location as the existing category menubox as a separate menu. 8) Category Menu [ Extend, Replace top level only] - The list of categories to refine by appears in the same location as the existing category menubox as a separate menu, except at the top level, where it replaces the category menubox. 9) Refine Menu – The list of categories to refine by is created as a new menu. This uses a new template variable and therefore requires a web designer.
Improved Time Zone Support. iNet now displays times in the time zone specific to the iNet site. There is a new setting under Configuration->Settings->timezone where you set the time zone for a specific site. This only reflects the iNet time-zone. When Orders are placed in iNet, the order log and the events on the log appear in the administration side.
Canadian Postal Codes and U.S. zip +4 codes are now supported in the following places in iNet: 1) All areas where postal codes are visible, 2) When creating linked guest accounts, 3) When editing user preferences for linked guest accounts, 4) When Editing customer’s address in the Accounts Online module, and 5) When entering shipping destinations in the online store.
Surcharges on third-party shipping. You can now set up surcharges on the shipping costs that are returned by third-party shippers (FedEx, UPS, and USPS). The surcharge is defined separately on each iNet shipping method. Surcharges can be a percentage or flat rate, and they use Minimum/Maximum charge settings.
New iNet Reports: 1) New Category Report that lists custom categories, available from Store Administration -> Custom Categories. The report allows you to list all custom categories, or look for missing images or linked categories. The export links allow you to export the full category settings/data from the iNet database as a CSV file. 2) Store Administration-->Departments->Reports->List Products now includes all items. Previously, only products customized directly from the department tree were included. A new option limits the results to those customized directly from the department tree. Additionally, this report now shows the I/T/P indicator for what images/media exist for an item: I = Image, T = Thumbnail, P = PDF. 3) Departments->Reports now contains an export Product data option that exports all customized product data in iNet as a CSV file.
Enhancements for managing custom product data in iNet. Several additional indicators and warnings now appear throughout iNet to provide better visibility into what additional product data has been loaded in iNet.
A warning now appears after saving iNet data for a product if the product exists in multiple places in the catalog. The warning will include a link to view other occurrences of the product.
When listing items in the custom catalog, an indicator will appear on any product that occurs multiple times in the iNet database. Clicking on the warning will list all occurrences of that product.
When a consumer browses the Eagle department tree, iNet can display custom product data that is either customized directly in the department tree, or alternately from the custom catalog if products have been defined there.
When listing items as an administrator in the department tree, a new indicator will appear to show all places within iNet where custom data for the product may have been loaded. This allows you to modify existing data instead of unintentionally creating duplicate entries.
The PayPal solution logo now appears at the bottom of the shopping cart. This logo appears on the select payment page when PayPal is set up and is a possible shipping option for the order. This helps indicate to the customer that PayPal can be used for credit card payments in addition to using a PayPal account.
Display a user’s default store. When listing users in User Administration, a new column has been added to indicate a user’s default store.
The shopping cart now follows the Store Administration->Settings->consolidate_locations setting when determining the quantity available to order. This impacts the quantity iNet considers available when placing an order and interacting with the zero quantity behavior setting. If there is zero available in the store to which the order is associated, and some quantity is available in another store that is visible online, iNet consider the product to be in stock.
The Subtotal, Shipping, Tax, Freight Allowance, Discount and Final Total now appear when viewing detail for an order in the iNet order log.
Eight-character password requirement. The minimum password length for both customer and employee accounts has been changed to 8 characters.
Include additional customer information when an order is placed by a guest account that is not linked to a unique Eagle account. When orders are placed by a guest account in iNet and the link_guest_accounts setting is set to No, then there is no unique customer account in Eagle for the order, and iNet has limited data available on the customer. The following improvements have been made for orders placed in this setup: 1) The iNet user’s phone number is now added as a comment on the Eagle order when placing the order as a not-linked guest account. 2) iNet user details are added to the sold-to/ship-to section of the iNet order/receipt when the order is placed by a non-linked guest account for in-store pickup.
The customer’s loyalty balance now appears on the Balances page for rewards customers.
The employee interface now supports searching for customers by loyalty ID. Loyalty number is now available in any of the standard customer search boxes, in addition to customer name, customer code, and other search fields.
The employee interface now supports searching by UPC and MFG SKU in any of the standard inventory search boxes.. These are in addition to description and SKU.
New setting to enable/disable Product Reviews. Product Reviews is no longer controlled by an Eagle license flag; the application can now be turned on or off by a new iNet setting: Store Administration->Settings->enable_product_reviews.
The Department List under Store Administration now only includes stores that are visible in the online store. In addition, iNet will start at the default store instead of “all stores.”
Customer Reference fields added to iNet shopping lists. These new fields allow the consumer to add additional information to the list of products they buy on a regular basis. There are three additional fields that have been added: Minimum, Maximum, and Location. To enable these fields, you must 1) Set enable_list_reference_fields to Yes in Store Administration->Settings, and 2) Add these fields to the display in Configuration->Tables and Lists->Shopping list. You can include these fields when importing CSV files into shopping lists, shopping lists can be sorted by these fields, and customers and employees can update these fields as they update the existing default quantity field. When accessing shopping lists from the Employee Order Entry module, the list of items shown can be filtered based on the Location column. If items are added to the order from a list filtered by location, the location is added as a comment on the order, ahead of the list of items added.
New features available to employees when managing customers shopping lists. Employees can now import CSV files into shopping lists, and can now change shopping list names, sort methods, and shared status.
Additional sorting options for shopping lists. Shopping lists can now be sorted by the sequence they were added to the list, and by the new customer reference fields.
The shopping list value can now be hidden when viewing shopping lists. A new Store Administration setting, show_list_subtotal, controls if the total value of all items in the shopping list appears when viewing a list.
New Event Log. A log viewer has been added to iNet to assist with troubleshooting. The log is accessed under the Configuration menu, and will include the following: Login/Logout Events, password and other account changes, any errors returned to iNet from Eagle, payment processor events and errors, and automatic events (Inventory Cache updates, Data Feed Generation, etc).
Improvements to additional product images.
The additional images popup window has been replaced by a new more modern looking popup instead of opening a new browser window. The new popup will grey out the main web page to emphasize the product image.
Each additional image can now have a unique title and description--these can be set from the additional images maintenance page in iNet Administration.
In addition to loading standard images (gif, jpeg, png, etc), you can also upload flash animations. To do this, use the standard “Add Image” form and simply upload a .swf file. iNet will also support embedding a YouTube video in the additional images popup.
If you have loaded multiple images, there is now a “handle” that will appear when viewing the additional images page. This handle can be used to drag and drop the images to change the order in which they appear.
Additional images are now saved by inventory item instead of iNet product. They can be edited by clicking the Additional Images link on any occurrence of the product. The product must exist at least once in the iNet database. If there is only one occurrence of the product in iNet, deleting it will delete the additional images.
iNet now can give consumers the ability to select “Pay in store” instead of using a credit card when they are placing an order for in store pick-up. This option only appears for users that cannot “place an order on their account” such as guest(retail) users or customers with an Eagle account set to not allow charges. Store Administration->Settings->enable_pay_in_store will enable this choice for orders set for in-store pickup. Each shipping method can also be set to enable pay in store when the shipping method is used for an order. Pay in store will create an order in Eagle, and not require payment on iNet
You can now capture a signature for various events on the Eagle system, including particular items, customers, alternate tender methods, and simply “on demand.” Enter the Note ID, description, and content in Options Configuration’s Misc Menu option Z "Maintain user-defined notes/text." The Note ID links the note’s description and content to the various signature request methods. The note’s description appears directly below the signature line on the pin pad to identify the signature request reason. The note’s content displays to the clerk on the POS screen prior to requesting the signature, and prints on the customer receipt below the signature line. If multiple signatures are taken on the same transaction, only the last signature taken prints on the Customer receipt, along with the all the verbiage for each type of signature required printed below the signature line.
In option 4904 “Reason to print on receipt for No Signature Required,” enter the reason that prints on receipts when the clerk uses the No Signature Required button in the Signature Capture dialog in POS totals. You can enter a reason up to 32 characters. The No Signature Required button displays on this dialog if the clerk has security bit 974 "Ability to use the No Signature Required button," which means the clerk can bypass this process without giving a reason. The reason entered in option 4904 (which defaults to "No signature required") prints on the customer’s receipt. This option is used in conjunction with security bit 974 “Ability to use the No Signature Required button.”
The new Item List button displays the Item List Maintenance function, where you can quickly see the items included in the highlighted Dynamic Promotion (DP). If that promotion doesn’t have an item list, Item List Maintenance still displays, but is blank. If the highlighted DP has more than one item list linked to it (like Dynamic Promotion Type 3 can have), you can select the desired item list from a dialog box that displays.
There is a new column for Dynamic Promotion (DP) Type, to indicate the number that refers to the type of DP. Currently there are DP Types 1 through 10.
New option 9801 “Dynamic Promotions - apply to items posted with manually entered price?” Set this option to Yes if items which had their price manually typed into the POS posting area's Price field should qualify for a Dynamic Promotion. Otherwise, set this option to No to not allow items with a manually entered price to qualify for a DP. This applies to item(s) which would receive a DP price as well as item(s) that qualify an item or group of items for DP pricing.
For example, the clerk changes the item's price from $14.99 to $13.99 to account for an incorrect bin label, or the clerk is entering the price of a screen repair where the SKU’s Keep Prices field is set to No. If you want these items with manually entered prices to be considered in a “buy one, get one” promotion, or in a “15% off highest priced item” promotion, set this option to Yes. This option does not apply to totals-based Dynamic Promotions (Types 7 & 8).
New option 9803 “Dynamic Promotions - applies to <Promo>'d items?” Set this option to Yes if items that were posted to the transaction using the Promo key qualify for a Dynamic Promotion. Otherwise, set this option to No not allow a DP on items for which a manual promotion has been given. This applies to items which would receive a DP price as well as items that qualify an item or group of items for DP pricing. Note that this option does not apply to totals-based Dynamic Promotions (Types 7 & 8).
New Dynamic Promotion Type 8 “Discount off ‘all item’ total (tiered).” If you want a totals-based promotion to be calculated using the total of all items on the transaction, even non-discountable items, use DP Type 8 instead of DP type 7 (Discount off discountable total). DP type 8 also allows the promotion to be gift card, whereas DP type 7 does not.
Using a Gift Card as the promotion is now supported on Dynamic Promotion Type 8 and Type 10. To use this, you must set Option 9078 “Allow use of Gift Card on Dynamic Promotion types 8 and 10” to S (Yes using Sells With Credit SKU for offset), and the gift card SKU to use for activation must be entered in Option 9079, and this gift card sku must be set up with a "Sells With Credit SKU" for the offset. (See information on Option 9078 and 9079 below, which includes steps to set up the "sells with credit sku.")
New Dynamic Promotion Type 9 “Instant Rebate.” This type of DP gives the consumer an immediate credit on an item (or items) purchased, and uses the same standard fields as the other item-based DPs. Other important aspects are:
You must set up a credit SKU because rebates are issued under a separate credit SKU. Each application of the rebate posts the credit SKU, which means that there is no ‘Times Per Transaction’ limit. For example, if the customer purchases three of the item getting a $5 rebate, the credit SKU is posted to the transaction three times for qty=1 and price=-5.00.
Epicor recommends the credit SKU use the following settings: Keep Stock=No, Keep Prices=Yes, Price Rounding=2, Discountable=No, Replacement Cost=.001 (and set option 8711 to Yes), Desired GP%=.01%, and Tax Status should be set to Yes if the rebate is store-sponsored, or set to No if the rebate is vendor/manufacture-sponsored.
Note the following additional information about instant rebates:
The rebate is always a fixed amount entered in the Rebate Amount field.
An Item List is required, even if the rebate only applies to one item.
Requiring a coupon is optional
The “Rebate Given On” can be set to “A-All Purchases” (the default) or “Q-Qualifying Purchases per Options.” Note: selecting Q essentially means that the rebate is only given if eligible per the settings in options 9559, 9560, 9801, and 9803.
Examples of instant rebates:
Consumer buys one Estwing hammer, SKU #27000 (at any price), and gets instant savings of $5.00. There is a limit of one rebate per POS transaction. POS computes the customer’s price based on current best pricing and adds the credit SKU to the POS transaction for $5.00 regardless of the POS-calculated price. The limit of one means this dynamic promotion can be applied once per transaction.
Your supplier sets up a special—buy any gallon of paint from a list of SKUs at $22 per gallon, get a $5.00 dollar rebate per gallon, limit 2 (net price $17.00 per gallon). The consumer purchases one gallon of white, and one gallon of blue. Both are on the item list of SKUs. POS uses current best pricing logic to sell each for $22.00. POS adds two of the credit SKU to the POS transaction each for $5.00 (these will be the same credit SKU).
New Dynamic Promotions Type 10 “Instant Gift Card Reward.” This type of DP gives the consumer a gift card for a fixed amount purchase for an item (or items) purchased. This DP includes most of the standard fields as the other item-based DPs. To use DP Type 10, you must set option 9078 to S, and the gift card to use for activation must be entered in Option 9079. Additionally, this gift card SKU must be set up with a "Sells With Credit SKU" for the offset. (See the information on option 9078 and 9079 below, which includes steps to set up the "sells with credit SKU.") Other important aspects are:
The discount is always given as a gift card. The gift card SKU must be set up in option 9079 (including the “sells with” credit SKU that offsets the selling of the gift card).
The gift card is always a fixed amount entered in the “Gift Card Amount” field.
An item list is required – even if the rebate only applies to one item.
Requiring a coupon is optional.
No discount restrictions – this DP applies to all purchases of the item, regardless of the posted price (even if it is already discounted).
New option 9078 "POS Allow use of Gift Card on Dynamic Promotion types 8 and 10." When adding a type 8 promotion, you can define a minimum purchase amount and up to six ranges for the system to use in determining the amount of the gift card the customer receives. For example, if you want to give a gift card that is 25% of the transaction's total, but require a minimum gift card of $5 and a maximum gift card of $200, you would set Minimum Purchase amount to $20, Tier 1 Up To amount to $800 with Gift Card Percent for 25%, and Tier 2 Up To amount to blank for unlimited with Gift Card Amount of $200. A gift card SKU for the amount of this discount is posted to the customer's transaction and activated once the transaction is totaled; therefore, set this option to S if you want to allow the use of a gift card on DP Type 8. You can also use type 10 “Instant Gift Card Reward” if you set this option to S. This type of DP gives the consumer a gift card for a fixed amount if they purchase a specific item. To set this up, enter the gift card SKU to use in Option 9079 "SKU to use for Dynamic Promotion gift card.” To offset the amount of the free gift card, the system posts a Credit SKU, which you must set up first (see below)
New option 9079 "SKU to use for Dynamic Promotion gift card." In this option, enter the gift card SKU to post for Dynamic Promotion Type 8 - Discount off ‘all item’ total’ (tiered) or Type 10 – Instant Gift Card Reward
Set up a credit SKU to work with options 9078 and 9079, as follows:
Add an SKU to Inventory Maintenance that automatically posts as a credit by setting its Location to CRED and its Promo Sales Code to C. Also, this credit sku should have Discountable=N, Tax Status=N, Keep Price=Y, Keep Stock=N, Price Rounding=2, Replacement Cost = .001, and Desired GP% = .01%
In Inventory Maintenance, use Misc Menu option W to add this CRED SKU as a "Sells With" (type 4) to the gift card giveaway SKU you entered in option 9079. Set the % of Parent Sku's Price to 100%.
When the system posts the gift card giveaway SKU for the amount of the reward, it also automatically posts the "sells with" SKU as a credit for the same amount.
New option 9797 “Cash
Drawer – Cash Drop Warning Threshold.”
This option controls whether the system generates an alert to the
manager and a warning to the clerk (optional) when the cash in their
drawer is high and a cash drop should be done because the drawer’s
cash has reached or gone over the threshold amount. This alert and
warning will continue to be given at the start of each transaction
until the amount of cash in the drawer is below the threshold. Set
this option to zero if you do not want the system to generate this
alert or warning.
Use option 9799 “Cash Drop Warning given to clerk (alert always issued)”
to tell the system to display this warning to the clerk (you may not
want them to be aware of excess cash). The alert is always generated
regardless of whether you want the clerk to receive the warning.
Use function PDO to define a Paid Out to use for performing a cash
drop from a drawer, and to define a Paid In for adding change to a
drawer.
If the warning is ignored, then once the drawer’s cash has reached
the maximum amount entered in option 9798 “Cash Drawer – Maximum Cash
Lockout Amount” a manager override will be required to do a cash drop
in order to continue using POS.
Notes:
Maximum cash is calculated using the drawer’s total cash less the beginning cash.
This option only applies if you are using Cash Drawer Balancing (option 5419 is not set to “Not Using”).
You can use both this excess cash warning and maximum cash lockout (enter value in both options 9797 and 9798), or excess cash warning only (enter value in option 9797 and set option 9798 to 0), or maximum cash lockout only (set option 9797 to 0 and enter maximum in option 9798).
New option 9798 “Cash Drawer – Maximum Cash
Lockout Amount.” This option controls the threshold at
which the clerk is prevented from starting a new transaction because
the cash in their drawer has reached this maximum amount. Once the
drawer’s cash has reached or gone over this maximum, a manager override
by a user that has security bit 1018 “(MO) Ability to do cash drop
after maximum cash lockout” set to Yes is required to do a cash drop
to reduce the drawer’s cash to an amount below this maximum.
Set this option to zero if you do not want to lockout a POS station
when a maximum is reached. An alert is also generated when this lockout
maximum is reached.
Notes:
This comparison is done using the drawer’s total cash less the beginning cash.
This option only applies if you are using Cash Drawer Balancing (option 5419 is not set to “Not Using”).
You can use both this excess cash warning and maximum cash lockout (enter value in both options 9797 and 9798), or excess cash warning only (enter value in option 9797 and set option 9798 to 0), or maximum cash lockout only (set option 9797 to 0 and enter maximum in option 9798).
New option 9799 “Cash Drop Warning given to clerk (alert always issued).” This option only applies if you are using Cash Drawer Balancing (option 5419 is not set to Not Using) and an amount greater than zero is entered in option 9797 “Cash Drawer – Cash Drop Warning Threshold.” A Cash Drawer Cash Drop Needed alert is always generated when a cash drawer has reached the threshold entered in Option 9797. This alert continues to be generated until the drawer’s cash is below this minimum. Use this option to determine if the clerk receives a warning on their screen in POS that “the cash in their drawer is high and a cash drop should be done.” Set this option to Yes if you want the system to both generate the alert and inform the clerk. Set to No if you only want the system to generate the alert.
You can configure options 9797, 9798, and 9799 (described above) in any of the following ways to meet your needs:
You want managers to receive an alert when a cash drawer needs a Cash Drop, but don’t want the clerk to receive this warning, and don’t want to lock out a clerk from doing the next transaction no matter how much cash is in their drawer. Set option 9799 to N (only an alert to the manager), set 9797 to the amount of cash to trigger the “Cash Drop needed” alert, and set option 9798 to 0.
You want to do same as above, except that you also want the clerk to receive the warning that a Cash Drop is needed. Use the same setup as above, except set option 9799 to Y (warning to clerk and manager).
You want the full impact of these options—that is, you want the manager and clerk to receive the warning that a Cash Drop is needed, and want the clerk to be locked out from doing the next transaction if the warnings are ignored and the cash in the drawer hits the maximum. Set option 9799 to Y (warning to clerk and manager), set option 9797 to the amount of cash to trigger the “Cash Drop needed” alert to the manager and on-screen warning to the clerk, and set option 9798 to the maximum amount of cash allowed in the drawer that triggers a clerk lockout from creating transactions until a Cash Drop is done.
You don’t want any alerts or warnings for a Cash Drop, but if an unusually high cash transaction occurs, you want to lock out the clerk from doing the next transaction until a Cash Drop is done. Set option 9797 to 0 and set option 9798 to this unusually high amount of cash (option 9799’s setting is irrelevant since option 9797=0).
New security bit 1018 “(MO) Ability to do cash drop after maximum cash lockout.” This bit controls the ability to perform a cash drawer cash drop once the cash in the cash drawer has reached the maximum amount entered in option 9798 “Cash Drawer – Maximum Cash Lockout Amount.” If the clerk has this bit (as well as bit 552 “Allow No Sale option for Paid Out”), then after receiving the message that the drawer is locked due to cash over the maximum, the clerk can perform a cash drop to reduce the amount of cash in their cash drawer. Otherwise, a manager override is required to do the necessary cash drop. Also refer to related option 9797 “Cash Drawer – Cash Drop Warning Threshold.”
Two new Alerts a manager can receive in their Alert User Profile for managing Cash Drops: “Cash Drawer Cash Drop Needed” (option 9797 must be greater than 0) and “Cash Drawer Lockout” (option 9798 must be greater than 0). Note: Both of these alerts support the Signon Store Only capability in Alert User Profile so that a manager can get this alert only for their store.
Cash Drawer Balancing Viewer now has columns for each individual paid in/out. In addition to the existing column for the net of the paid in’s and out’s, now the viewer has two additional columns for each paid in/out – the amount and the number taken for each. The column headings for each will be the Description entered in PDO for the paid in/out.
New option 8852 “Print 2 copies for these Paid Outs (Paid Ins)” can be set to Yes to print two copies of the “Cash Drop” paid out: one copy to go along with the cash removed from the drawer, and one copy to place in the drawer. Note: This option has a multi-select list of up to nine Paid Ins/Paid Outs, so you can tell the system to print two copies for particular Paid In/Paid Outs, or for all of them.
Tip: If you are using option 9798, in PDO set the description of the paid out you are using to do cash drops to “Cash Drop”. If the maximum is reached and the clerk has bit 1018 (or gets a manager override), they are taken immediately to the Cash Drop paid out instead of having to select one from the Paid Out/In menu.
Accounting for a cash drop in General Ledger: Each Paid Out (and Paid In) can have its own GL account; therefore, designate one of the paid outs to be used for Cash Drops. The system will credit your cash account and debit the GL account number entered in the Set Up G/L Passoff window for this paid out. If you enter your normal cash account number as the Cash Drop paid out’s GL account number in the Set Up G/L Passoff window, then it will be a wash since it will credit and debit the same account number. For multi-store users: Since your cash account is probably different in each store, your Cash Drop paid out GL account would also be different in each store (but always the same as the cash account for that store).
New report option I “Print Item Location (Large Format Only).” This is only available when printing the ROO with Large Format=Yes. It is not available when printing Pick Tickets with Option P (since it is printing an enhanced form, not a report). When you use option I, the item’s location prints at the end of the detail line after the gross profit percent. If an item’s location from Inventory Maintenance was overridden during posting,that new location prints; otherwise, it prints the current location in Inventory Maintenance.
New option 9821 “Prompt if internal comments should print when using Save and Print." Typically, comments marked as internal do not print; however, if this option is set to Y “Ask and default to Yes” or X “Ask and default to No,” then when using Save and Print after totaling an order, the clerk is asked if the “internal comments” that exist on the order should print. This option applies to Orders, Special Orders, Service Orders, and Layaways. It does not apply to Estimates or Transfers. Note: If the transaction does not contain internal comments, this prompt does not display. When setting this option’s value, if clerks typically answer this question Yes, then set this option to Yes. Otherwise, set it to X.
Existing option 9290 “URL in POS posting area’s ‘Additional Information’ dialog” now lets you use the URL to launch Eagle for Windows applications by entering a leading “$” followed by the application’s shortcut. For example, enter “$DSQ” to launch Document Scanning from the POS Additional Information dialog. Note: If you don’t know the shortcut of the program you need, you can type DSKLNK in the Launch Bar or from the Eagle Browser, click Utilities, then click Create Desktop Shortcut to find a list of all Eagle for Windows program shortcuts. Remember to set option 9291 to define a label for the link, such as “Scan Document.”
Option
9129 “Require specific fields when adding account using POS Customer QuickAdd”
has been changed from a Yes/No option to a multi-select list, so you can
now select those fields that you want to have as required fields when
adding a customer in POS Customer QuickAdd (header menu choice 8). Note:
In the POS QuickAdd dialog, each field selected in this option will have
its label preceded with an asterisk (*) to indicate it is required. If
the clerk leaves any one of the selected fields blank and presses Add,
he/she is prompted to enter a value in the specific field or fields. This
option only applies when Option 5432 “Allow quick add of customers/jobs
in POS” is Yes, and only applies to adding a customer. It does not apply
when making a change to an existing customer. The E-mail selection appears
in this dialog if option 3509 “Allow access to customer contact fields
in Customer Maintenance” is set to Yes.
Loyalty ID # appears in this dialog when option 1182 “Loyalty Program”
is not set to None, Do It Best Time After Time, or Ace Rewards.
POS Quick Add of Non-Stock Items Now Supports Lumber Records. Quick Add of Non-Stock Items now distinguishes between adding an L (lumber) type item and an H (hardware) type item based upon the template SKUs’ Record Type. If the template SKU is an L-type record, its stocking, pricing, and alternate units of measure, conversion factors, and Default POS units for selling and pricing are used. The add dialog that displays after entering an L type template SKU is slightly different, indicating that the Cost and Price must be entered in the pricing unit of measure (not in stocking units as with an H type record).
New Option to Require Fields for Adding Non-Stock Items. New option 9859 “Required field for POS QuickAdd of Non-Stock Items.” This option applies when using template SKUs in POS posting to add non-stock (special order) items to inventory. This option also applies when Option 8717 “Add mode used when using <Sell> from Catalog” is set to A and you’re adding a special order item using the <Sell> button from a Catalog, including user-defined catalogs. Checkmark each field in this list that you want to be required in the Add SKU dialog. All fields display in the dialog, but only those selected in this option are required. An asterisk displays next to the fields you have designated as required. Note: SKU, Description, Order Qty, Stocking Unit (or Pricing Unit if the template is an L-Type [lumber] record), Purchase Unit, and Additional Stores are always required.
The Order Document Viewer (To access it, click Display from the Order Viewer) now has new columns for item-level tax code and sales rep. If no override was done for an item, then the column will show the value from the header.
The CDD now shows the "You Saved" amount if option 320 “Print Savings Line on Receipt Printer?” is set to Yes.
The "You Saved" amount on the receipt and on the CDD now includes any discount given after totaling a transaction (either a trade discount or an immediate terms discount) if the new option 5956 “Include Trade Discount in the 'You Saved' amount?” is set to Yes.
To avoid confusion, when the customer is changed in the middle of a transaction, causing a reprice to occur, the detail lines posted prior to changing the customer are cleared.
The Customer Detail dialog in POS now shows the True Value Rewards customer attribute if the new option 9197 ”Display TVR Customer Attribute in POS Customer Details Window” is set to Yes. This attribute designation displays in the Credit Message field (if this field already has something in it, the system appends the TVR customer attribute to the end of the Credit Message). Customer attributes include:
DIY VIP Foundation
DIY VIP Builder
DIY VIP Achiever
Foundation
Builder
Achiever
The Customer Detail dialog displays after entering the customer (manually or by scanning the loyalty card) on a new transaction It can also be displayed from the mini-header screen by using Misc menu option W “Show customer balance info” or by going to the big header and clicking the Credit Message hyperlink.
Looking up a customer by Name in the Customer combo can now be case insensitive so that regardless of entering upper, lower, or mixed case in the customer combo, the system finds the customer. To use this feature, set option 8958 “Lookups forced to uppercase (case insensitive)” to 1-Customer Sort Name. This automatically queues a utility that changes the sort name to uppercase on all existing customers.
New option 9851 “Minimum GP% for item to qualify for terms discount” applies to any transaction that has a Terms Code with a prompt payment discount. This option indicates the minimum gross profit threshold for which an item must be sold to receive the terms discount. An item sold with a gross profit less than this percentage will be excluded from the terms discount. For example, if you set this option to 10.00%, and an item is sold with a gross profit of 9.99% or less, the item is excluded from terms discount. Set this option to zero if you do not want the system to include/exclude items from terms discount based upon meeting a gross profit minimum. Note: The following options still apply, regardless of how you set option 9851:
5495 Minimum GP% when price and/or cost manually entered
600 Apply Terms Discount to Promotion Items?
620 Apply Terms Discount to Discounted Items?
650 Apply Terms Discount to Quantity Break Items?
670 Apply Terms Discount to Pricing Matrix Items?
690 Apply Terms Discount to Open Quote Items?
740 Apply Terms Discount to Millwork Assemblies?
New option 3121 “Print Loading Ticket for returns” determines if a loading receipt is printed when Loading Required items are returned (return or defective return). Set this option to Yes if you want to print a loading ticket when a loading required item is returned (return type R) or returned defective (return type D). Loading Required always applies to items returned as an exchange for defective (return type X).
A loading ticket is a second receipt that prints items the customer has purchased (or returned) which require loading (or unloading). The receipt prints ***Loading Ticket*** at the top. Items are designated as requiring loading by setting the Loading Required flag in Inventory Maintenance (Codes tab) to Yes or Prompt. Items flagged as Prompt may or may not require loading, and the clerk will be prompted at POS if the item requires loading. You can also override the loading required flag while posting the item by pressing the Menu button and selecting "Enter additional information."
Note that this option does not apply to items whose Loading Required flag is set to Prompt. For such items, the clerk is only prompted if the item is sold or returned as an exchange for defective. This option also does not apply if you print loading tickets to the invoice printer (Option 3119 is set to Y or L). It only applies when printing loading tickets to the receipt printer. Also refer to related option 160 "Print Loading Receipt."
New option 9831 “Customers for Lowest Price on returns w/o original receipt/bankcard” determines which customers receive the automatic lowest price for returns without a receipt as defined in option 9436 “Use lowest price on customer returns w/o receipt/original bankcard." Set this option to A for all customers; C for cash customers (customer number starts with an asterisk); D for the default customer entered in Option 330 "Default Customer Number?" which is usually a generic cash customer, such as *5; X for any cash customers (customer number starts with an asterisk, or is a non-asterisk customer with the Charge Allowed field set to W—no charge allowed, no warning).
Option 3513 “Check for customer's open orders or quotes at start of new transaction” has two new choices: R=Check for orders and quotes for non-asterisk customers only, and Q=Check for orders and quotes for all customers. Set this option to R or Q to see quotes in addition to open orders, special orders, and suspended transactions.
The new Invoiced Orders/Special Orders Viewer (VIEWIO) displays invoices from the QuickRecall Archive which originated from invoicing an Order or a Special Order. It has selection criteria of Customer, Job, Store, Order #, From and To Date, and Type, or O&S (both Orders and Special Orders). The viewer defaults to O&S (Orders and Special Orders), but you can change it to O (Orders) or S (Special Orders). The toolbar’s Display and Drill buttons display the details of the transaction just like they do in the Quick Recall viewer. The toolbar’s Select button (only available if you launch this viewer from POS) is just like the one in Quick Recall, allowing you to reprint, view, or fax the highlighted invoice. This viewer can be accessed from the Misc Menu of the Quick Recall viewer by selecting D “View invoiced orders/special orders,” from the Sales Review Menu in Eagle Browser, or by entering VIEWIO in Eagle Browser’s Launch bar. Access to this viewer is controlled by existing security bit 185 “Full access to QuickRecall (archived invoice) documents.”
Existing option 115 “Adv S/O Receiving - Print Receipt Tickets or Add to Batch Invoice” has a new choice B “Add POS orders to Batch Invoice.” When the Receiving Report (RRP) with Update Option F is run, the system adds orders with items that are allocated to orders and special orders to Batch Invoice. The Custom Batch Number used will be mmddyyyyRRPBAT, where mm = month, dd = day and yyyy = year. To invoice and print these batches, use Batch Invoice Print (RBI) and Batch Print Archived Documents (QRPRINT).
Two new report options for the Open Order File Report (ROO): T = Create Batch Invoice for Orders without Backorders (requires Opt 76), and U = Create Batch Invoice for Direct Ship Orders w/o Backorders (requires Opt 76). Note: If ROO with either option T or option U is being added to a daily end-of-day queue, use the Cutoff Time on the Code Selection tab to tell the ROO to ignore any orders created after that time. For example, entering a Cutoff Time of 4PM means that when ROO runs today, it will ignore any orders created after 4PM today.
COM users can now use the "Ship Complete" flag that is on the Big Header’s Shipping Options dialog.
Option
9364 "Calculate Deposit for which customers?" determines the
customers for which the system calculates deposits. If you do not want
the system to calculate deposits for any customers, set this Option to
N. If you want to calculate deposits, set this option to A for All Customers;
set to C for cash customers only (customer number starts with an asterisk);
set to X for any cash customers (customer # starts with an asterisk, or
is a non-asterisk customer with charge-allowed of N or W); set to D for
the default customer entered in Option 330 "Default Customer Number?"
which is usually a generic cash customer, such as *5; or set to Y for
charge customers (non-asterisk customer regardless of how charge-allowed
is set).
If this option is set to T, then the old-style of option (a preference)
set in POS/Tools/Options on each POS station is what the system will use.
We recommend you change this option to a choice other than T instead of
using this old-style of setting an option. The new option gives you more
flexibility than the Calculate Deposit choices in the POS/Tools/Options
preferences.
Note: This option does not apply to Layaways where the suggested deposit
is always calculated for all types of customers.
Advanced Special Order users can set new option 9837 “Create alert if invoicing special order item which hasn't been received” to Yes so that the system will create an alert whenever a special order is invoiced and it has one or more items sourced to a PO which hasn’t been received yet. Any user who wants to receive this alert must go into their Alert User Profile and set “S/O Invoiced-item not received” to Yes. Refer to related Option 5448 "Warn if invoicing special order with items which haven't been received" if you want the clerk to receive this warning when they attempt to invoice a special order in this state. There are several ways to use these options together:
If you want the clerk to receive this warning in POS, and also create this alert if they continue invoicing the special order despite this warning, then set option 5448 to either Y or C and set this option to Yes.
If you want the clerk to receive only the warning in POS, and no alert if they continue with invoicing, then set option 5448 to Y or C and set this option to No.
If you do not want the clerk to be warned in POS, but do want to have the system create this alert when a special order with un-received items is invoiced, then set option 5448 to No and set this option to Yes.
Account Balance—When a transaction is tendered with a Visa or MasterCard prepaid cards, the card’s remaining balance (if provided by the processor) will now print on the customer’s receipt.
Partial Redemption—Visa and MasterCard debit (including prepaids) cards now support partial redemption. For example, if the customer’s transaction is $50 and they use their MasterCard gift card which only has $30 available, the transaction automatically approves for $30 then return to the Totals screen. POS will now prompt the clerk with the remaining outstanding amount due on the transaction. If after the card has been approved it is determined the customer does not have sufficient funds to pay the remaining balance, the clerk can void the previous authorization and/or transaction by pressing F10. If the void processes successfully, the funds are immediately put back onto the customer’s card, or you will be prompted to issue a credit to the account that will be processed in the nightly settlement.
Partial Redemption behavior is controlled by option 9540, Partial Redemption Support. Leaving this option as No causes Eagle to not support partial redemptions of any kind. Setting to Yes causes Eagle to support partial redemption on any transaction approved by the your processor as a partial redemption. Setting this option to C causes Eagle to support partial redemptions only on credit card transactions (the default).
Transaction Voids—The system now attempts an authorization void instead of issuing a credit when the clerk voids the transaction which was already partially paid for by a credit or debit card. For example, if the customer’s transaction is $50 and they process a VISA payment for $25, and they don’t have cash to pay for the remainder so they tell the clerk they are not going to buy the item, the system now initiates a transaction void for the $25 authorization instead of issuing a $25 credit when the clerk voids the transaction. This avoids having their credit card statement reflect the original authorization and the subsequent credit transaction in favor of neither being displayed. This benefits you as the merchant because it reduces the fees paid for transaction processing, as well as not affecting cardholder’s account. This feature also applies when creating a transaction reversal of a transaction created today and paid by credit card.
Gift Cards – A new Gift card activation option has been added that will allow you to “Add Funds” to an existing Gift card rather than selling a brand new gift card. To use this capability, add an additional gift card SKU to Inventory Maintenance using the information in the online help, but set the Gift Card SKU field on the Additional Codes Flags dialog of Inventory Maintenance to A-Add Funds. Only use this Add Funds SKU when you know the card has been previously activated and you want to increase its value, or enable its reuse if it was depleted of funds. Note that using the Add Funds SKU to activate a new card will result in a failed activation. To use this new Add Funds feature, you must verify that your Gift Card processor supports the Add Funds feature.
Payment by Debit card is no longer required to be the final method of payment. POS now allows tendering of multiple debits cards, partial debit payment, and split payments with other forms of tender in any payment order.
Option 4902 “Does pinpad ask for verification
of amount prior to sending auth request.” This option controls the ability to
bypass the pinpad's prompting to verify the amount being authorized.
Set this option to Yes if you want the pinpad to ask the customer
if the transaction amount is correct. Otherwise you can set this option
to No to speed up the authorization process by eliminating this part
of the customer interaction.
Notes:
Applies to all types of payment authorizations - i.e. debit, credit, gift.
Exception - adding “cash back” to debit will always ask the customer to verify the amount, regardless of how this option is set.
Only available on the 65XX series pinpads.
There is no ability to only prompt for verification when the amount is above a certain threshold.
Two new choices have been added for existing option 9300 “Default POS Header's Sales Rep to the customer's Sales Rep?” (this option only applies if option 9299 "Show Sales Rep field in the POS " is set to Yes): B = Sales Rep or Clerk if Sales Rep is blank, and C = Clerk. If this option is set to B, the Sales Rep field on the mini-header, big-header, and service order header screens of POS will default to the value that is in the customer's "Sales Rep" field. If customer’s the "Sales Rep" field is blank, Sales Rep will be set to the Clerk. If this option is set to C, the Sales Rep field on the mini-header, big-header, and service order header screens of POS will default to the current clerk.
New Understocked option R "Return all overstock (ignore understock calculation)" which can be used to move the overstock from the stores identified in the Overstock Stores field to the Store entered in the Understock Store, regardless of that understocked store’s current stocking level. This option is useful if you want to move all overstock to the main store or warehouse for returning to the vendor. When using option R, the following do apply: the From/To “Understock Store Ranges,” “Exclude from understock if” rules, and selection options I, X, and Z.
New rule for “Exclude from Overstock If” that is called “Days since last receipt is less than XXX days ago." This rule excludes overstocked items whose last receipt date is less than the value entered into this field. This rule helps to eliminate sending back items that were sent to the store for a customer pickup and they have not yet come in to pick them up.
(Single and Multi-Store users) - Inventory Import can now automatically run the Flexible Inventory Load Report (RFL) option F to finalize records if you enter the stores to update in the “Stores for chg” field (defaults to blank) when mapping the import in the Inventory Import Designer. If you are a single-store user, you can enter 1 in this field and the RFL (F) automatically runs. If “Stores for chg” is left blank, the RFL (F) will not run automatically.
(Multi-Store users only) – If your import includes store-specific fields where the same value needs to be updated to all or some stores, you can now do one single import and a single RFL (F), whereas before this enhancement you had to run the import for each store and then run the RFL (F) for each store. When mapping the import in the Inventory Import Designer, populate the “Stores for chg” field with the stores you want to update. You can enter individual stores separated by commas, or a store group. Note: When you use the “Stores for chg” field, the system still creates RFL records for each individual store, and automatically queues and runs RFL (F) for each of these stores. If you leave “Stores for chg” blank, the Store value shown under the Import Options in the Import Designer is used, and you will still need to run the RFL (F) manually.
You can use the Drill button on the toolbar to launch the Inventory Transaction Register (ITR) “By SKU” viewer, which carries in the highlighted row’s SKU and Store.
New option 9795 “Smart WinPIP item lookup by SKU, UPC, Mfg Part #.” If this option is set to Yes, then when adding an item to Physical Inventory Posting (PIP) you can enter that item's SKU, UPC, or Mfg Part # to find the item in the lockin store. The system uses the value entered in the SKU field to find the item by SKU, and if not found then by UPC, and if not found then by manufacturer part number. When set to No, the system looks for the item entered as an SKU number only.
Note: This option does not apply when option 2501 "SKU, Line/Part mode, field format and behavior" is set to 2 (Long SKU) or 3 (Line/Part). For these setups, the Option Configuration’s Misc Menu choice E "Maintain extended items searches" for I (Inventory) controls this lookup functionality in Physical Inventory Posting (PIP).
New option 9833 “Display the "Modify Item Promotions (MIP)" grid in expanded format?” can be set to Yes to have the system show additional inventory and sales history information in MIP (see list below). Note: Setting this option to Yes can affect how long it takes to load data into MIP. If you find that loading the viewer is taking too long, set this option back to No.
Curr Sales Units – the current period’s sales units
YTD $
YTD Units
YTD GP$
YTD GP%
YTD Trx
LYR Units
LYR Sales
LYR Cost (avg)
LYR Cost (repl)
LYR Promo Units
To date Sales
Two years of sales history (26 individual periods)
User Codes A1 thru D4 (16 individual columns)
Date Last Receipt
Date Added
If option 9381 “Allow use of 'timed' promotions” is set to Yes, you can now add a Timed Promotion from RPD when using the Add mode. Simply fill in the Timed Promos page to add a timed promotion. Note that you must enter either % off retail, $ off retail, or a specific promotion price. If you enter a promotion price, then this price is used for all items being added. Start and end times are entered as a 24 hour clock. For example, for 1:00pm, enter 1300.
Option 2002 “Master data fields to keep as store specific (IMU)” is a new option which currently has only one selection, which is the “Web?” flag for iNet 2.0 users.
This viewer now supports Posting Qty and multi-item select for posting a set of items from the viewer when launched from the Purchasing & Receiving window.
This enhancement makes it easier to add a new line offered from Ace to your inventory when you already purchase the item from a non-Ace source. To use this capability, set the new option 3201 “Ace Only: Log UPC matches of new Ace SKU's and existing SKU's to RCIN” to Yes. When Ace adds a vendor line to the warehouse, or you request hotsheets for a vendor, EFM processing does the following:
EFM looks at the UPC attached to the hotsheet record to see if the UPC is already attached to a non-Ace item on your system.
If there is a match on the UPC, then the New Ace SKU and the non-Ace SKU are both logged as a potential change/combine into Change Item Number (RCIN) under the batch name “ACENE.” The items can then be reviewed in RCIN, and can be accepted by pressing the Finalize button. If you prefer not to change to the Ace SKU number, then those entries can be deleted from RCIN.
There are three new options for multistore users that make it quicker to change a field in the Department file (MDE), the class file (MCL), or the fineline file (MFI) that should be kept the same in all stores.
When you press change in MDE for a store, any field you have selected in option 2004 “Store specific fields to copy to all stores when <Change> pressed in MDE” is copied from that store to all stores in which the department exists (regardless of how security bit 12 “Add/Change/Delete data in all stores” is set). The fields from which you can select are:
A=Department
Name
B=GP%
C=Square Feet
D=Linear Feet
E=Web?
F=Non-Merchandise Department?
G=Exclude from Points Calculation
H=Trip Point Multiplier
When you press change in MCL for a store, any field you have selected in option 2005 “Store specific fields to copy to all stores when <Change> pressed in MCL” is copied from that store to all stores in which the class exists (regardless of how security bit 12 “Add/Change/Delete data in all stores” is set). The fields from which you can select are:
A=Class
Name
B=GP%
C=Square Feet
D=Linear Feet
E=Web?
F=Location
G=Descriptive Billing Code
When you press change in MFI for a store, any field you have selected in option 2006 “Store specific fields to copy to all stores when <Change> pressed in MFI” is copied from that store to all stores in which the fineline exists (regardless of how security bit 12 “Add/Change/Delete data in all stores” is set). The fields from which you can select are:
A=Fineline
Name
B=Square Feet
C=Linear Feet
D=Web?
E=Stocking Department
Print Either UPC or SKU Barcode--The new field “UPC else SKU” in Label Manager is available to print on labels using one of the IDAutomationC128 barcode fonts. The system prints the UPC as the barcode if the item has one, and if not, it prints the SKU as the barcode. When the barcode is scanned in POS, RF, or Eagle Mobile, the system first tries to find the item using the value as a UPC, and if not found, then it uses the value of the barcode to find the item by SKU. Note: In Device Configuration the POS scanner’s scan option “Scan barcodes that are not UPCs” must be checked.
Added the following fields for including on a label: Last Received Quantity and Last Received Date (last receipt finalized by RRP). These two fields were also added as “columns to view” in the Label Manager grid.
The Label Report (RLA) and Bin Label Report (RBL) have a new report parameter “Only if Retail Changing?” that is available when printing from the Price Change file. When this option is set to Yes (Print only if new retail different from current retail), the report only generates labels where the New Retail is different than the Current Retail in the Price Change grid/report. When this option is set to No (Print if New Retail non-blank, even if same as current retail), the report generates labels for all items in the Price Change File regardless of whether or not the New Retail is different than the Current Retail. The default value for this new option is Yes.
If you use Price Synchronization (option 3080 “Allow price synchronization” set to Yes), if an item’s Synchronize Costs is Yes (or it is O and option 3082 “Default for WinIMU “Synchronize Costs” flag” is set to Yes) the alternate vendor cost on the Vendor tab now synchronizes (i.e., is kept the same) across all stores.
New option 9891 “Create price change records for items added from catalog?” can be set to Yes to have the system add a newly added Ace or True Value catalog items to Item Price Changes (IPC). The system automatically creates a retail price change record whenever a new item is added by the following applications: Electronic Catalog, Electronic File Maintenance (when the new item is finalized by RFL), Electronic Receipt Posting (ERP), Reverse PO ERPO (Ace only), Buyer’s List, True Value Line Review report, or True Value Market PO.
Security bit 813 “Ability to change Vendor Name in Vendor Maintenance (MVR).” See the Windows Security section of this document for more information.
New Update Prices option B “Prorate freight and other charges for Landed Cost” on the Receiving Report (RRP). This new pricing option only applies if option 105 “Use landed cost in receiving” is not set to No in Options Configuration. When you select this new report option B, the freight and other charges are prorated per the items that have been received, thereby calculating and updating landed cost just for the items being received. Use option B when the Freight and Other Charges represents those fees for the entire order regardless of how many individual shipments will be received. The system will calculate a percentage of the freight and other charges amounts based on the item’s received cost or weight (depending on how option 105 “Use Landed Cost in Receiving?” is set) instead of using the entire freight/other charges amounts. The percentage calculated will be used in calculating the landed cost, which gives a more accurate inventory average cost for the item. The remaining portion of Freight and Other Charges will remain on the open PO.
For example, you have a purchase order that contains two items, one costing $25.00, another costing $75.00, there is $10.00 in freight, the purchase order is set to backorder yes, and you have selected to land cost based upon extended cost. During the first receiving of the merchandise, only the first item is included and only $2.50 in freight is used, leaving the purchase order open waiting for the second item to be received and $7.50 will be shown as the freight remaining to be used.
The amount of freight and other charges that is applied is based upon a simple ratio of the portion being received. In this example, total merchandise was $100, the amount being received was $25, (100/25 = 0.25). The total amount of freight was $10.00, therefore (10 X 0.25 = 2.50) and $2.50 in freight was applied. If you land cost based upon weight, the same calculation is used, but in place of the cost, total weight and the weights of the items are used.
Set
option 9823 “Change Future POs to Normal POs once they become current?”
to Yes if you want the utility “Fix Quantity on Order” (AUDITO) to automatically
change Future POs to Normal POs once they become current. A Future PO
becomes current based on option 104 “Number of Days Before Future PO Quantity
Becomes Current.” For example, if option 104 is set to 14, the system
considers Future orders that are due within the next 14 days as current.
If this option is set to Yes, then when AUDITO runs with option F, it reads
through all the Future POs on your system. If it finds future POs that
are considered current (per option 104), the system automatically changes
this Future PO to a Normal PO. This means the order quantities are deducted
from the Future Order Qty (FOQ) field in Inventory Maintenance, and added
to the Quantity on Order (QOO) field. If this option is set to No, the
system (RSO) still considers a Future PO as current (based on the number
of days in option 104) but the quantities remain in the FOQ bucket in
Inventory Maintenance and the PO will remain a Future type order in Purchasing
(MPO).
The Purchasing Information Report (RPP) has a new report option, which is G “Delete PO’s with only comments remaining.” Report Option G can be used to delete PO’s (status X, or F, or P) which have nothing left on them except comment lines (all remaining lines have a blank SKU).
New Order Point Report (ROP) option W “Recalculate the # of weeks at the time the report runs (Method 3)” uses the current system date at the time the report is run and updates the number of weeks in each period on the OP Weights page of ROP. This change is most useful when the ROP is saved in a queue or when recalling a saved view in ROP. This option is only used when running ROP with Method 3 in the OP Methods section of the report.
The columns Order Point A, Order Point B, Order Point C, and Order Point D have been added to the Purchasing & Receiving Posting grid. These new columns are only populated if you use Multiple Order Points (option 1057 “Multiple Order Points on System” was set to Yes by an Epicor representative), and option 8285 “Display the PO create/maintain posting grid in expanded format?’ is set to Yes.
Bit 995 “Ability to add a discontinued item to a PO.” If a clerk has this bit set to Yes, he/she can post a discontinued item to a purchase order. If a clerk has this bit set to No, he/she cannot post a discontinued item to a purchase order.
Note: If this bit is set to Yes and option 2806 "Display warning when adding a discontinued item to a PO" is set to Yes, the clerk will receive a warning that the item is discontinued, but will be able to continue adding the item to the PO.
Bit 996 “Ability to add an item if none of the item's vendors match the PO Vendor.” If a clerk has this bit set to Yes, he/she can post an item to a purchase order even if none of the items’ vendors match the PO's Vendor. If a clerk has this bit set to No, he/she cannot post the item which is not linked to the PO's vendor. Note: If this bit is Yes and option 2820 "Display warning if none of the item's vendors match the PO Vendor " is set to Yes, the clerk will receive a warning that the item is not from this vendor, but will be able to continue adding the item to the PO.
The spooled report EDIRP now shows the Vendor, PO Number, and Invoice Number in the Comments column in Spooled Report Maintenance (MSP). This makes is easier to search for a given EDIRP report.
When electronic invoices are downloaded to your system using EDIRP, a copy of the vendor’s invoice is automatically sent to the spooler. This allows you to preview the invoice before reconciling it to your PO. It also provides a copy of the invoice, which the vendor usually no longer sends to you once you start receiving invoices through EDI.
There are four new verifications and warnings when posting items to a Do It Best purchase order. In all of the cases listed below, the items can still be added to the order. The warnings are informational in nature, and allow you to decide if you want to bring in substitute items as needed.
If an item will be discontinued from the RSC, a warning displays that reads, “Warning! Item will be discontinued from the RSC <OK>.”
If an item is out of stock in the RSC, a warning displays that reads “Item is not available in [your warehouse name]. <OK>”.
If you attempt to order more stock than is available in your RSC, a warning displays that reads, “Warning! Order Quantity is more than the quantity available in the RSC. <OK>.”
If an item has been temporarily discontinued from the RSC, a warning displays that reads, “Item has been temporarily discontinued from the RSC. <OK>.”
There is a new column for Manufacture Part Number.
The existing column Trans Type now distinguishes between a Direct Ship Order and an Order.
New option 9856 “Using 'Click Mode' in Windows Receiving?” is useful if you manually enter receipt quantities on purchase orders (versus using RF or Eagle Mobile Receiving), and particularly if you receive merchandise in multiple shipments (the Backorder field is set to Yes). With this type of PO, you must use receiving method E (receiving by exception) and enter the quantity for items received (whether partially and fully received), and the untouched items remain on the PO on backorder. Using the Click Mode, receiving fully received items is much easier because you simply click the checkbox at the beginning of that row, and the system automatically moves the Quantity on Order (QOO) amount to the Qty Received column.
Set option 9856 to Y if you want a purchase order received with method E (receiving by exception) to always be in click mode; set to P if you want the system to ask you if you want to be in click mode, defaulting to Yes; set to X if you want the system to ask you if you want to be in click mode, defaulting to No; and set to N if you do not want to use click mode.
With click mode enabled you can:
Click the checkbox of an item whose full order quantity was received. The system automatically receives the quantity ordered.
Click an item where a partial amount of what was ordered has been received. The item displays in the posting area for you to enter the quantity received and press Enter to post
Delete any item not received and not backordered from the PO.
Remaining untouched items will
remain on backorder.
Once all quantities have been received, you must press F5 to finalize your work in the Click Mode.
Note that the Click Mode is session-specific. You can turn it on and off from the Header screen using the hyperlink “Click Mode Enabled” (or Disabled), and from the posting screen by using Misc Menu R "Toggle Receiving Click Mode." Also note the following: If you forget to click Change, the following warning displays: “Auto receipts (checked rows) haven’t been finalized. Select Yes, then press <Change> to finalize them.” If you accidentally click the wrong row/item, simply uncheck the checkbox (by clicking on it) and this will reset that line’s QOO and Qty Received to the original values.
Statement Report (RSM) new option H “Age unapplied credits and payments for Open Item accounts based on Due Date.” This option works the same as the Aging Report (RAG) option Y that became available on release 20.1. You must have existing option 3556 “Calculate due dates on unapplied credits same as invoices” set to Yes in Options Configuration so that unapplied credits have a due date based on terms. Use RSM Option H to have unapplied credits for Open Item Accounts age based upon their Due Date period. If you do not use option H, they are aged based on Due Date, but then additionally if a credit balance exists, the system applies the credit to the next most current aging bucket.This moving forward of the credit balance is not done when using Option H.
The email address for a contact name entered on the Names tab of Customer Maintenance has been increased from 32 characters to 76 characters.
To use this report, you must have “Audits and Archives” (option 802 “Customer Maintenance Changes Viewer on system” must be set to yes). You must also have security bit 843 “Allow Inactive Customer report (RIC).” Use this report to produce an audit report of inactive customers, so that you can re-run the report using option F to delete them.
If option 1182 “Loyalty Program” is Ace Rewards, an account will be deleted when running the RIC report with option F if it meets the following criteria:
The customer’s Ace Rewards Status must be Inactive.
The account must have no Open Items in Open Item Maintenance (MOI) or Received on Account (ROA)—the account must be completely purged of any and all invoices and payments.
The account must have no departmental sales history (in Customer Maintenance, tab 3)
If Option 1182 is not set to Ace Rewards, an account will be deleted when running the RIC report with option F if it meets the following criteria:
The Last Sale Date must be 24 months or older at the time the report runs, assuming you leave the Last Sale fields on the From/To page of RIC blank. Alternatively, you can enter a specific date which must be at least 24 months ago or older.
Account Opened date must be 24 months or older from the time the report was run – this will avoid potentially deleting new accounts
The account must have no Open Items in Open Item Maintenance (MOI) or Received on Account (ROA) - the account must be completely purged of any and all invoices and payments.
The account must have no active job accounts
The account must have no departmental sales history (in Customer Maintenance, tab 3)
The account is not used as a “Bill To” for another customer account
The General Ledger Detail Viewer (GINQ) has been enhanced with improved drilldown functionality for linking from the GL sales tax accounts to the Daily Tax Totals Viewer. The drill from GINQ automatically takes you to the Daily Tax Total Viewer if the GL account is set up as the store sales tax account and/or the GL account to the individual tax code(s). If the system has the same GL account assigned to multiple tax codes, the drill from GINQ to the Daily Tax Total Viewer displays all tax codes associated with that specific GL account for the day and store from the highlighted transaction in GINQ. If the system has one GL account for the store tax code, all tax codes that were used for the day and store of the GINQ transaction display in the Daily Tax Total Viewer. The source of the transaction in GINQ must show “RDJZ” in order to drill to the Daily Tax Total Viewer from GINQ.
In the General Ledger Detail Viewer (GINQ), the drill down feature has been enhanced for transactions whose Source is RDJZ. If the lookup in GINQ is for a specific account number, then highlighting the RDJZ entry for that account (i.e., tender type) and clicking Drill (F3) on the toolbar displays the Daily Journal Viewer for that entry’s date and time and shows only the transactions that were tendered by the selected tender type. Note the following:
Drill on the cash account shows both Cash and Check transactions (including Electronic Check Conversion [ECC] checks unless they are tracked in their own GL account).
Drill on a bankcard account displays all transactions paid by bankcard regardless of type and whether or not they are tracked separately by type in the GL.
In New A/P Transactions (ATMU), the Vendor and Remit To field labels are now hyperlinks. When clicked, Vendor Maintenance (MVR) launches and displays that vendor for the lockin store.
In View Posted A/P Transactions (AVIQ), there is a new column called Voucher Date that displays the voucher date of the posted invoice. The Voucher Date only populates on the initial voucher occurrence. Any debit, credit, payment, or void transaction that is tied to the initial voucher occurrence will continue to show the voucher date in the Check Date column.
In View Posted A/P Transactions (AVIQ), the Lookup function on the toolbar has a new choice for “PO Number.” This allows you to find a voucher by PO Number without having to know the PO’s vendor. In the PO Number field, enter the full PO Number. This would include the sequence number for those using Advanced Receiving. If the PO Number in full is not known, you can enter an asterisk (*) at the end of the number entered to do a wild card search. This is helpful if the sequence number is not known, but the PO Number is.
The Accounts Payable Terms Code drop-down in Vendor Maintenance (MVR), Purchasing and Receiving (MPO), and New A/P Transactions (ATMU) now supports the ability to look up the terms code by description. Simply type an equal sign (=) followed by any word in the description to list just those terms code. For example typing “=EOM” will display the terms codes that have EOM any place in their description. This helps to easily find the necessary terms code when you have numerous codes.
In Windows Labels, several new labels have been created for True Value retailers to support True Value’s new warehouse bin labels. The new labels can be found in Label Designer and Label Manager:
Price Bin/Combo
Price Sticker: Template – True*Val 2” Bin & Price
Bin Label: Template – True*Val 2” Bin (don’t print)
The price sticker template is designed to print both price sticker and bin tag on the New Laser Bin/Pricing Labels sheet.
Laser Bin Label
Template – True*Val Laser Bin
Dymo Label
Template – True*Val Dymo
Zebra QL320
Template – True*Val QL320
True Value retailers can order these new label stock from True Value; information can be found on Members On-Line.
A new tab called “Catalog” has been added to Inventory Maintenance that displays for True Value retailers that have the True Value Electronic Catalog (option 1157 “Catalog on System” is set to C). This new tab displays information from the Catalog’s Detail and Pricing screens.
The following columns have been added to the Purchasing and Receiving posting grid (initially hidden until you add them to the grid), and are only populated if option 8285 “Display the PO create/maintain posting grid in expanded format?” is set to Yes.
True Value Tier Indicator
True Value Made in USA
True Value Visibility
True Value UOM Item
The following columns have been added to the Inventory Viewer (initially hidden until you add them to the grid) and are only populated if option 8287 “Display the Inventory Viewer in expanded format?” is set to H (HWHC).
True Value Tier Indicator
True Value Central Ship Indicator
True Value Made in USA
Catalog Level 1 – displays True Value RPE Level 1
Catalog Level 2 – displays True Value RPE Level 2
The following columns have been added to Item Price Changes (IPC) (initially hidden until you add them to the grid). You must have option 3079 set to Y in order for these fields to be populated:
True Value Whole Variable Retail
True Value Whole Variable UOM
True Value Each Variable Retail
True Value Each Variable UOM
True Value Visibility
True Value UOM Item
Catalog Level 1 – displays True Value RPE Level 1
Catalog Level 2 - displays True Value RPE Level 2
The following additional fields have been added to Label Manager for printing on labels. Note: To use the new field “Replacement Coded Cost,” you must set Option 5823 to TVCOSTCODE.
T.V. Disc/To Be Disc Date
T.V. Each Variable Price
T.V. Each Variable UOM
T.V. Whole Variable Price
T.V. Whole Variable UOM
T.V. Sub/Referral Item
Tier Indicator
True Value Catalog Page
True Value Core
True Value Green Item?
True Value Item #
True Value Member Number
True Value Retail Asst Level
True Value Visibility
True Value Warehouse Item
True Value Pack Quantity
Replacement Coded Cost – Must set option 5823 to TVCOSTCODE
Variable Price Indicator
Central Ship Indicator
F Pack Indicator
True Value E-commerce
True Value UOM Item
The following True Value fields have been added as “columns to view” to the Label Manager grid:
Tier Indicator
True Value Core
True Value Green Item?
True Value Retail Asst Level
True Value Visibility
True Value Warehouse Item
True Value E-commerce
True Value Pack Qty
Variable Price Indicator
Central Ship Indicator
T.V. Each Variable Price
T.V. Each Variable UOM
T.V. Whole Variable Price
T.V. Whole Variable UOM
New Product Classification. Do it Best has restructured the way they group their items, to make finding items within their structure much easier. This includes new departments, categories (class), and sub-categories (sub-class). In addition, a sub-level below sub-categories has been added, which is called product group.
The Catalog supports the new product classifications, including:
Ability to Drill using the new classification (set option 2612 to Yes)
When item detail is displayed in catalog, both the new and the old Do it Best product classifications are displayed
New columns have been added to the catalog grid
In addition, Inventory Maintenance now allows you to view an item's new product classification. Simply display the item in Inventory Maintenance, and click the “Additional Stocking Fields” link on the Stocking tab.
Catalog Drill Down. You can now use the DRILL feature of Catalog to drill down through the new product classification structure to find specific items. To set it up, set new option 2612 “Use new product classification in Do it Best catalog” to Yes.
While in Catalog you can change between the new and old drilldown for just that session by selecting Tools/Options from the menu bar at the top of the screen, and checking or unchecking the “Use New Dept/Class/Fineline” field.
Below is a list of Do it Best terms and their Eagle equivalents:
Do it Best Eagle
Department Department
Category Class
Sub-Category Fineline
Product Group New Product Group
The catalog drilldown feature is available down to the fineline level. To use the drill feature, open the Catalog, and either click the Drill button, or press F3. For further instructions on using the catalog drill function, see the help topic Looking Up By Drilling Down.
New Columns in the Catalog Viewer. The following columns have been added to the Catalog List Viewer:
New Department (Do it Best Department)
New Class (Do it Best Category)
New Fineline (Do it Best Sub-Category)
New Product Group (Do it Best Product Group) Note: This is the most finite grouping of items available, and thus only contains closely related items.
Item List Creation from Catalog. From the Do it Best Electronic Catalog, you can create an item list to use in creating an order with the Suggested Order Report (RSO). You must have option 9585 “Inventory Item Lists Enabled” set to Yes. Security bits 960 and 962 must be enabled to allow this functionality.
To create an item list from the catalog viewer, complete the following steps:
Check any items you’d like added to the list.
Click MISC on the tool bar.
Select 1-Create New Item List.
The system may ask you if you want to add the items to inventory. If you answer Yes, the item list is created. If you answer NO, then an item list is not created.
When prompted for an item list name, enter the name and click OK. The system displays a message that the item list has been created:
Note that you can add to an existing item list by choosing #2, Append Items To An Existing List, from the MISC menu.
View an Item’s Status in Your RSC from Inventory Maintenance. You can view various items that are “temporarily out” or “cancel when out.” To access this information in Inventory Maintenance on the Stocking tab, click on the Additional Stocking Fields link. The new Status field displays.
Schedule End-of-Day Queue (SEQ) – when adding or changing a queue schedule (via the Maintain Schedules hyperlink in SEQ) there is a new choice in the Time Option fields called After Maintenance. A queue whose schedule is set for After Maintenance runs after the nightly maintenance and reboot have completed. Prior to this, you could only enter a specific time in the morning if you wanted to run jobs after maintenance. When selecting a time, be conservative to allow for times when maintenance runs a little longer than normal. With this new capability, reports scheduled to start After Maintenance will run when maintenance finishes, or at the 6:00 AM fail-safe time if maintenance has not occurred (See related new option 9573 below to set the fail-safe time.)
New
option 9573 “SEQ After Maintenance Fail-safe Time for Report Queues.”
This option controls when report queues scheduled with SEQ to start
after nightly maintenance run if maintenance does not occur. Normally,
reports scheduled to run after maintenance start after maintenance
reboots the system. However, if maintenance does not run for some
reason the Report Queue Manager (REPQM) will automatically start the
reports at the time indicated with this option. The default is 6:00
AM.
Enter a time value (hh:mm) based on a 24-hour clock where the minutes
fall on a five (5) minute boundary such as 6:00, 6:05, 6:10, 6:15,
and so on. Be sure to allow a sufficient amount of time for maintenance
to finish normally. Also see: OSPREY function MMO which controls the
time that nightly system maintenance begins.
The following is an overview of the latest Pharmacy features. For more detailed information, please see the Pharmacy page of Epicor's website.
Enhancements to the Will Call viewer to allow the clerk to select which prescription or prescriptions to post to the POS transaction.
New RX file viewer to allow users to check the status of prescriptions and to verify specific information about the prescription.
New Family Will Call feature, e.g. the ability to set up accounts on the PMS system (assuming they can) so that they are linked and when prescriptions come over to Eagle. When sold at POS, the will call viewer will show all unsold prescriptions for the family.
Relationship to patient prompting. When this feature is set up, when a prescription is sold the clerk will be prompted to ask the customer what their relationship is to the patient.
Delivery Status. In the synchronized interface, when a prescription is placed on the delivery order and the order is completed, the prescription is updated with a status of "out for delivery." The prescription cannot be sold on a regular transaction until the status is re-set back to available, which can be done by either voiding the item from the original delivery order, or manually changing the status in the RX file.
Number of delivery receipts. There is a new option to indicate how many delivery receipts should print when a delivery order is created. This allows the pharmacy to deliver the prescription, capture signatures which they will scan in at POS upon return, and still leave a receipt for the customer.
Pharmacist consult. For PDX and synchronized transactions, the system can be set up to capture a pharmacist ID that provided the consult. This information goes back to PDX, and for synchronized interfaces, will update the RX record that can be seen in the viewer.
Default POS transaction type to Delivery. A new value to existing terminal (MTR) option to have the POS terminal default the transaction to a delivery transaction.
New ability to post different RX SKU based on the carrier / plan combination. This was created to allow customers to post RX items, award loyalty points with a different multiplier, or omit completely for RX items where the prescription was funded by a government program such as Medicare, Medicaid, Medical, etc. This is a requirement of these government programs.
Interface to the NPLEX national pseudoephedrine tracking program.
Complete with driver’s license scan (Barcode) using a symbol scanner
Ingenico pin pad will read driver’s license. Only available in NPLEX states.
Ability to set up the pharmacy listener so that it will re-launch if it gets stopped, and to set the listener up in the scheduler to automatically launch when the PC is rebooted.
QS1 synchronized interface will send back a voided transaction to QS1 to cause the purging of signatures.
Note: The conversion to server level 33 will set the first four new security bits to Yes because they were added to control functionality that existed on prior software levels.
New bit 813 “Ability to change Vendor Name in Vendor Maintenance (MVR)” controls whether or not a user with MVR change privileges (bit 176=Yes) can change the Name field. The purpose of this bit is to lock down who can change a vendor’s name, which is what prints as the payee on Accounts Payable checks. If you want a user to be able to make changes to all fields in Vendor Maintenance except for the vendor's Name, then set bit 176 "Change Vendors" to Yes, and this bit 813 to No.
New bit 995 “Ability to add a discontinued item to a PO.” If a clerk has this bit set to Yes, he/she can post a discontinued item to a purchase order. If a clerk has this bit set to No, he/she cannot post a discontinued item to a purchase order. Note: If this bit is set to Yes and option 2806 "Display warning when adding a discontinued item to a PO" is set to Yes, they will receive a warning that the item is discontinued but will be able to continue adding the item to the PO.
New bit 996 “Ability to add an item if none of the item's vendors match the PO Vendor.” If a clerk has this bit set to Yes, he/she can post an item to a purchase order even if none of the item's vendors match the PO's Vendor. If a clerk has this bit set to No, he/she will not be able to post an item which is not linked to the PO's vendor to the PO. Note: If this bit is Yes and option 2820 "Display warning if none of the item's vendors match the PO Vendor " is set to Yes, they will receive a warning that the item is not from this vendor, but will be able to continue adding the item to the PO.
New bit 997 “View inventory miscellaneous information (IMU Misc tab).” Note: Because the Misc tab in Inventory Maintenance only appears when certain Eagle features are enabled, you may not see this tab in Inventory Maintenance even if this bit is set to Yes.
New
bit 974 “Ability to use the No Signature Required button.” When
this bit is set to No, the "No Signature Required" button
in the Signature Capture dialog does not display. Using No Signature
Required allows the clerk to bypass the process without giving a reason.
The customer receipt will print the reason entered in option 4904 (the
reason defaults to "No signature required").
New bit 1014 “Allow receiving by line item when Central Distribution type is A, S or Y.” This bit only applies when Buyer's Purchasing (1051) is set to Yes by an Epicor representative.
New bit 1017 “Mobile POS: Ability to finalize POS transaction.”
New manager's override bit 1018 "(MO) Ability to do cash drop after maximum cash lockout." If a user has this bit, he/she can do a cash drop after the maximum cash lockout amount has been reached. If a user doesn't have this bit, he/she must obtain a manager's override to proceed.
New bit 1019 "(MO) Allow sale of pseudoephedrine item when over limit.”
New bit 1020 “Ability to view/change drivers license information” and 1021 “Ability to delete drivers license information”. These bits only apply when option 9829 - Prompt for Drivers License on return w/o original receipt/credit card is not N (currently a special only).
New bits for Pricing Planner: 1022 “Access to Pricing Planner”, 1023 “Ability to Update Prices to IPC” (for Pricing Planner), 1024 “Ability to Access other Users Work-In Progress in Pricing Planner”
For Mobile Manager’s new feature 1025 “Ability to Access Competitive Pricing”