What's New on Release 21.2What's New on Release 21.2
Windows Inventory Enhancements
Windows Purchasing & Receiving Enhancements
Windows Accounts Receivable Enhancements
Windows Accounts Payable Enhancements
Windows Advanced Receiving Enhancements
Backorders on transfers. This feature is especially useful if you load merchandise from multiple transfer requests until the truck is full, thus leaving some items unfilled (backordered) on the various transfers; or if the from-store does not have sufficient quantity to fill the transfer request. When the transfer quantity is insufficient, the backordered amount can be sourced to a purchase order via the buyer's list. When you change the transfer status to S (shipped), the available quantity is shipped. When you change the transfer status to C (complete) and backorders exist, the system creates a new transfer to which the backordered items are moved. The original transfer is updated to reference the new transfer. If an item on the new transfer is not linked to the buyer's list or a PO, the quantity on backorder moves to the quantity field, so that the item is ready for transfer on the next scheduled delivery truck. If the backorder is linked, then the quantity remains on backorder. This feature requires option 8641 “Allow quantity to be backordered on transfers," option 76 "Customer Order Management," and option 110 "Display Backorder Prompt" all be set to Y . Also refer to option 5158 "Prompt for backorder when reducing the quantity on order or s/o" and option 5458 "Automatically place backorders on Buyer's List."
Cash drawer locking for improved till management. The purpose of this enhancement is to provide a "soft lock" for cash drawers in order to greatly reduce or eliminate the need for using a physical key to control access to the drawers. With this new capability, when a clerk signs on to a POS station, the cash drawer will be "locked" or assigned to them, and they are the only user who can access and use that drawer until they "release" it. When they go on break, they simply log out of POS. They no longer need to remove their till or lock the drawer. Another clerk can sign on and use that station as long as there is a second cash drawer that is available. With proper security, another clerk can use the station for non-cash transactions. In addition, with proper security, managers can access a clerk’s locked drawer. Note: This enhancement assumes cash drawers are kept by clerk, not by terminal or by store. Although it is not a requirement, it is highly recommended that this feature be used in conjunction with the Cash Drawer Balancing feature (option 5419 set to Y) and option 5419 set to "by Clerk."
Improved method of storing archived signatures in Signature Capture. Now signatures are archived based on their placement on the actual receipt, and include the verbiage that displayed on the signature pad when the customer signed. This means that if two people make a purchase and they each use their own credit card to pay their part of the purchase, each of those two signatures are archived. Prior to this change, transactions that had multiple signatures were archived with only the last captured signature, and were displayed with that last signature in all of the signature locations on the receipt.
New terminal-based option 340 “Override MIV "Return to Clerk?" setting” which is an optional replacement option for the store-based option 340 “Return to Clerk? (Y/N/T ).” Use the original option to indicate how the majority of the terminals in that store should behave in regards to returning to the Clerk field on the Posting screen after each transaction. Then use this new option to indicate specific terminals within that store you want to behave differently.
New option 9805 “Dynamic Promotions Apply DP pricing when layaway is created.” This option determines when the Dynamic Promotion (DP) pricing is applied to a layaway. When this option is set to Yes, and a new layaway is created, the DP promotions active at that time are applied. Once the new layaway has been saved, adding an item, changing an item’s quantity, or deleting an item will not cause DP pricing to be re-applied (nor will a Reprice (F3) of the layaway). Note: with this option set to Y, if you want to apply the most recent DP pricing to a layaway, you must refund any deposit and then delete the layaway. When this option is set to No, the layaway does not reflect DP promotions until you take the final payment, and at that point the DP promotions that are active are applied.
Enter back office notes for payments in POS Received on Account. To add a note, begin an ROA transaction in POS, enter the payment amount, and then press the new A/R Note (F3) button to begin typing your note/message. The notes do not appear in the POS grid, they cannot be modified in POS, and they don't print on the receipt. These notes are intended to be internal, and appear in the “A/R Note” column in back office ROA, and also in the A/R Transaction Viewer. Note: For Balance Forward and Revolving accounts, posting multiple payment amounts for the same account in the same ROA appends the notes into one. For example, you post a payment for 125.00 and click A/R Note (F3) to enter "TEST111." On the same POS ROA, you post a payment of 75.00 and use A/R Note (F3) to enter TEST222. Once the ROA has been completed and you view it in backoffice ROA and click the A/R Note link, the note displays as “TEST111 TEST222.”
Track in-store gift cards and cloud-based gift cards separately in G/L. To do this, from the Eagle Browser go into GLSET, filter on the Type column for "Gift" and enter the GL Account you want to use for tracking the issuance and redemption of in-store gift cards. Be sure you are using two separate SKUs to sell these gift cards and that each of them has a department that represents the appropriate GL account.
New columns in the Open Orders Viewer. They include Special Instructions 1, Special Instructions 2, and Cost Backordered (the total cost of all backordered quantities).
New option 3521 “Default answer for 'display customer open orders?' prompt.” This option only applies when option 3513 “Check for customer's open orders or quotes at start of new transaction" is set to any value besides No. You can set new option 3521 to one of the following settings: No–display the prompt and default answer to No; Yes–display the prompt and default answer to Yes; or Proceed–do not ask, but if the customer has open orders, immediately display the list of them.
POS signon now allows you to change your password. This enhancement is controlled by the new option 556 “Allow Change Password function in POS Signon.” The clerk must have security bit 41 "Allow password to be changed within Signon application.” This feature is specifically for POS clerks who only use POS. Because these clerks do not use Eagle Browser, they do not otherwise have a way to change their password, nor to receive "‘password expiring" warnings if they user high security passwords. When you set up this feature, the POS Signon dialog has a Change Password button, includes a warning for high security password users if their password will expire within 10 days, and automatically prompts the clerk to change their password if it will expire within 5 days. Note: Changing your password is not supported in Offline POS.
QuickRecall enhancements. Miscellaneous Menu option A “Change Ref/PO#” has been changed to “Change Invoice Info” and has the enhancements described below. Additionally, access to this menu option is now available if either bit 741 “Ability to change Customer PO# or Reference on QuickRecall documents” or new bit 1042 “Ability to change MOI Doc Date and Due Date in QuickRecall” is set to Yes.
The new fields Doc Date and Due Date can be changed in this dialog if the user has security bit 1042. The dates are changed in Open Item Maintenance (MOI) only – the original date on the QuickRecall transaction does not change.
The new option 9898 “Should changing Reference and/or PO # in QuickRecall update MOI” can be set to B “Both QuickRecall and MOI Reference” to have the system update these fields in QuickRecall and also update the MOI Reference based upon the setting in Option 330 “Point of Sale Reference Priority”. Prior to this enhancement, changing the Reference or Customer PO only updated these fields in the QuickRecall document.
You can now use Misc Menu A to change these fields on multiple selected rows instead of only the highlighted document.
New option 9897 “Revisions to Doc Date and Due Date in MOI appear on Invoice Reprints.” If this option is set to Y, then when an invoice is reprinted, faxed, or emailed from QuickRecall, or printed with the statement as a tiled invoice, the system prints the Doc Date and Due Date as they were at the time the invoice was created. If set to N, the system prints the revised date. Note: This option does not apply to reprints from the Document Archive, nor to the Image hyperlink in QuickRecall, because these print an image of the actual original transaction, and therefore always prints the dates as they were at the time the invoice was printed.
Email invoices from POS. When you press "Select" in QuickRecall, or select "Reprint, View, or Fax Invoice" from the POS Header or Posting menu, you now have the ability to email an invoice. Set option 5784 “iNet e-mail POS invoices on system”to Y. To email the document, click Email, fill in the Send Invoice dialog, and click OK.
Change information on invoiced Orders/Special Orders. The Invoiced Orders/Special Orders Viewer has the new Misc Menu choice “Change Invoice Info” which has the same functionality as it does in QuickRecall (see QuickRecall enhancements, above)
Print consolidated archived invoices or orders/special orders. Both QuickRecall and the Invoiced Orders/Special Orders Viewer have the new Misc Menu choice P “Print checked invoices as one document.” This selection allows you to place a check mark by multiple invoices and/or credit memos and print them out as a single consolidated invoice. In QuickRecall, the selected documents must all be for the same customer/job, and the document type on all must be either invoice or credit memo, or they can all be transfers. In the Invoiced Orders/Special Orders Viewer, the selected documents must all be for the same customer/job and all from the same order number. Unlike the Reprint capability using the Select button in these viewers, using the Misc Menu to print the invoice does not require initiating the viewer from within POS. Using this capability requires option 3350 “Eagle For Windows Document Imaging on system”, security bit 1043 “Ability to print multiple invoices as one single invoice,” and use of an Enhanced Form.
Report QRPRINT has the new Option C “Charge transactions only.” This new report option prints invoices and/or credit memos from QuickRecall which were tendered fully or partially by in-store Charge.
Finished Goods enhancement. You can now post a Bill of Materials (BOM) to an order, save it, recall and modify it as many times as necessary, and then once all components, costs, and pricing are settled, turn it into a work-in-process finished goods item that will be made. This gives flexibility to post some of the components and have them committed while deciding upon or waiting for the remaining components. This feature also applies to allowing for additional components to be pulled and added to the BOM; once all components have been posted within the BOM and priced correctly, the BOM item can be marked as a finished good awaiting completion of the new Finished Product. Note that nested BOM’s are not supported with this feature. Prior to this enhancement, the only way to create a Finished Goods BOM was to create the BOM and immediately turn that BOM into a finished goods SKU. Now you have the means to build an initial BOM, make modifications to it, and then once satisfied, designate it as a work-in-process finished goods SKU. Note: The menu choices for Finished Goods have been changed to make them clearer. The BOM Misc option 1 has been re-labeled as "Post as Work-in Process Finished Goods," and the POS posting menu option B has been re-labeled as "Post as Completed Finished Goods.”
No Charge items now print on Price Exception Report (RPE). An RPE run with no options will print both Automatic and Manually-posted No Charge items. An RPE run with option B "Items sold at lower price," or G ‘"GP Variance items," or O "Manual Overridden Prices" will print only the Manual posted No Charge items. "Automatic" means that the "Sell at No Charge" field is set to Y in Inventory Maintenance, and "Manual" means the item is sold in POS using posting menu option 4 to sell it at No Charge.
Require loyalty dollars card number when adding accounts in POS. There is a new choice, G=Loyalty Dollars ID, for existing option 9129 “Require specific fields when adding account using POS Customer QuickAdd.” Note: option 1182 "Loyalty Program" must be set to something other than None, Do It Best (D), or Ace Rewards (Y).
New choice, R=Sales Rep, for existing option 9787 “Required fields for POS Header.” Note: The Sales Rep field appears in the POS header screen when option 9299 “Show Sales Rep field in POS” is set to Y.
Require Sales Rep when adding accounts in POS. Existing option 9130 “Additional fields to include in POS Customer QuickAdd” has a new choice, 9-Sales Rep. With this selection, the Sales Rep drop-down list displays in the "Additional fields" dialog of Customer QuickAdd and defaults to the Sales Rep of the template customer. Additionally, if you want Sales Rep to be a required field when adding a new customer, select the new choice of R-Sales Rep in existing option 9129 “Require specific fields when adding account using POS Customer QuickAdd.” Note: "Sales Rep" only applies when option 9299 "Show Sales Rep field in POS" is set to Y.
Inventory Viewer enhancements.
New option 8618 “Display item's extended description in the Inventory Viewer?” This option only applies when option 8287 "Display the Inventory Viewer in expanded format?" is set to either Yes or H-Hardware/Home Center (HWHC), or S (Flexible Attributes, Style/Color/Size). Set this option to Yes if you want the system fill in the new Extended Desc column of the Inventory Viewer (this column is initially hidden). It will be populated with the first 50 characters of the item's Note Type 2 or Type 4 (if Type 2 is blank). Note that setting this option to Yes can affect how long it takes the Inventory Viewer to load data. If you find that loading the viewer is taking too long,improvement may result by setting this option to No. Note: This new Extended Description column is not available in the High Performance Inventory Viewer.
In the item Display dialog of the Inventory Viewer, there is a new Notes button, which displays that item’s Note Type 2, or displays Type 4 if Type 2 is blank.
The Inventory Viewer now supports the ability to "Import from an Item List" (requires option 9585 “Inventory Item Lists Enabled”). You access this feature under the Misc Menu’s "Custom SKU List" submenu. The Store field in the Inventory Viewer must be set to a specific store before you use "Import from Item List." If the Item List contains quantity, that quantity is placed in the Inventory Viewer's Posting Quantity column.
Existing option 8287 “Display the Inventory Viewer in expanded format?” has the new choice of S “Flexible Attributes/SCS.” If you use any of the softgoods applications (option 1052 “Attribute Group feature on system-used for Softgoods and other things” is set to Yes), you should set option 8287 to S. This setting populates the following columns:
Attr 1+
Attr 1^Value+
Attr 1 Value^Description+
Attr 2+
Attr 2^Value+
Attr 2 Value^Description+
Attr 3+
Attr 3^Value+
Attr 3 Value^Description+
Attr 4+
Attr 4^Value+
Attr 4 Value^Description+
Attr 5+
Attr 5^Value+
Attr 5 Value^Description+
Product^Group Code+
When set to S, these columns are not populated (they are only populated when 8287=H):
True Value^Core (H)
True Value^Retail Asst Level (H)
True Value^Greener Item? (H)
Unused^Column 5+
Cat^Substitute^Item+
Cat Referral^Item+
Cat^Catalog^Page+
Catalog^Multiplier+
Order^Indicator+
Catalog^Ace Assigned^Level+
Level^Price^Override+
Accept^Ace MSUs+
Catalog^Discontinued+
Vendor^Stk #+
True Value^Warehouse^Item+
Hazardous^Item Code+
Multiple Selling Unit enhancements.
The ability to add/change/delete an MSU Code from the Inventory Maintenance Codes tab now requires existing security bit 86 “Add/Change/Delete quantity breaks or MSU Codes.”
If existing option 3030 "Allow quantity breaks for non-discountable items" is set to Yes, then when an item is non-discountable, the system now allows assigning an MSU Code that contains a unit that has a Price Factor of less than 1. If option 330 is set to N, adding that MSU Code to the non-discountable item is not allowed.
The Lumber Type field in Inventory Maintenance has new choice 6-Custom Wallboard.
Use this Lumber Type if you stock and sell commercial lengths of sheetrock in non-standard sizes. The existing Lumber Type 3 “Plywood/Wallboard” only supports widths and lengths in one foot increments such as 4’ x 8’. A non-standard size of sheet rock such as 4’x9’2” would require the length to be entered as 9 ft and 2 inches or a non-standard size such as 4’x8’6 1/2” would require the length to be entered as 8 feet and 6 and 1/2 inches to have the correct conversion factor calculated to stock by each and sell by the square foot or per thousand square foot. With Lumber Type 6, you can enter: 1)Thickness in inches and fractional inches such as ½, 2) Width in feet, inches, and fractional inch such as 3’2 ½”, and 3) Length in feet, inches and fractional inch such as 8’6 ½”. Calculating and setting the conversion factor based on the calculated width x length should follow the same logic as Lumber Type 3. For example, using Lumber Type 3 with the compatible units of measure as SF or MS for pricing and alternate units of measures would take a 4’x8’ and calculate a 32.00 conversion factor, or 32 square feet in one sheet sized 4’x8’, thus for an entry of 4’6” in the width and 8’2 ½” in the length the calculated sq footage would be 36.9374.
New lumber type 6 “Custom Wallboard” is included in the lumber totals view/print (option 430), and the system calculates the square footage of each item labeled as lumber type 6 for the total square footage of all items of this new lumber type 6 that exist on the transaction.
New columns in the PO Viewer.
Billing Store
Freight Policy
Cost Discount Code (relevant only to Buyer’s Purchasing users)
Item Discount Code (relevant only to Buyer’s Purchasing users)
Terms
Terms Discount
Estimated Payment Date (relevant only to Buyer’s Purchasing users)
Estimated Payment Date Locked? (relevant only to Buyer’s Purchasing users)
Estimated Discount Date (relevant only to Buyer’s Purchasing users)
Estimated Payment Date Locked? (relevant only to Buyer’s Purchasing users)
Buyer’s Purchasing enhancements.
There are several new columns in the Purchase Order Worksheet (POW) to assist buyers with their decision making. These columns include: PO Season Code added to the Item tab, and User and Expanded User Codes added to the Store and DC grids.
New option 9945 “Update Alternate Part Number when Mfg Part Number is changed.” This option controls whether a change to an item's manufacturer's part number also updates the item’s alternate part number. When this option is set to Yes, the system:
Checks if the item's Manufacturer Vendor is also an Alternate Vendor for that item. If so, that Alternate Vendor's part number is changed to the new manufacturer part number.
Checks if the item's Primary Vendor is also an Alternate Vendor for that item. If so, that Alternate Vendor's part number will be changed to the new manufacturer part number.
Updates the part number on the DC Alternate Vendors.
For Purchase Order Worksheet (POW) users, buyers now have a quick means to identify items that were on promotion or on an upcoming promotion while in the POW,, and a means to quickly find out additional details about that promotion. The column “On Any Promo?” has been enhanced to be a hyperlink to the Modify Item Promotion (MIP) screen for the store of the row that was clicked.
New option 9903 “Report Parameters to refresh on queued RSO.” If you use the Suggested Order Report (RSO) to generate suggested orders, this option allows you to update a vendor’s ordering parameters in Vendor Maintenance (MVR) and have those new values automatically changed in that vendor’s queued RSO. This new option will honor the current value of any of the following vendor fields : 1) Ship Via, 2) Freight Policy, 3) Backorder, 4) Buyer’s ID, and 5) Terms. Place a check mark next to each field in this list where you want the system to use the current value that exists in MVR at the time the report runs.
New Sales History Summary Viewer. This new viewer is only available to customers that have four years of sales history (option 9456 "Keep four (4) years item sales and promo history" has been set to Y by an Epicor representative). Previously, the only way to view this information was with Compass or Purchase Order Worksheet (POW). This viewer is available from the Inventory Viewer by clicking the Summary (F7). This new viewer can display a given item and the total of the item’s sales history for a single store, all stores, or a store group. The view includes totals for quantity on hand, quantity on order, committed quantity, and future quantity on order, as well as providing totals for regular and promotional sales combined, regular sales units, and promotional sales units and markdown sales units for each period from the last four years.
A/R Statement Report (RSM) has the new field “Disc Date From _ _/_ _/_ _ to _ _/_ _/_ _”. Use this date range to indicate which invoices to include in the statement’s prompt payment Discount. The amount of the discount printed on the statement will only be for those invoices with document dates within this date range. This enhancement allows for running a mid-month statement on accounts to increase cash flow by encouraging customers to pay early. For example you have an account with a close date of end of month (EM), and as such, July transactions are posted with a due date of 8/31. A mid-month statement run on the 16th of the month with both the Start and Closing date range and Discount Date range set to 7/1 thru 7/15 will print a discount amount based on the documents in that range. At month end for these customers you only want to accumulate and print the statement discount amount for those transactions posted after the mid month run; to do this, run the statement with a start and closing date of 7/01-7/31 for the full month, and use the discount date range to control the discount amount printed to only include those discounts for documents dated from 7/16-7/31, thus only allowing a prompt payment discount for the transactions posted after the mid month run for these customers. If this date range is blank, then the discount amount is based on all invoices with document dates within the RSM’s Start and Closing Dates. Note the following about this feature::
If option 3577 “Statement discount calculation always includes credit documents” is set to Y, the statement discount will include all credits, regardless of the discount dates used.
This enhancement applies to Open Item and Balance Forward. Also statements only print the discount amount for customers with date based terms, not day- based terms.
Disc Date From cannot be less than the Statement Start Date
Disc Date To cannot be greater than the Statement Closing Date
You can only enter one date, from or to, as long as one is entered. The blank date defaults to the Statement Start date for the Disc Date From and the Statement Closing Date for the Disc Date To
The discount line prints when the CURRENT + FUTURE bucket totals are greater than the Discount Cutoff amount entered.
Leaving both the From/To Disc Date range blank works the same as it did prior to this change, where the discount line only prints if there was an amount in the CURRENT bucket and that amount is greater than the Discount Cutoff amount.
Bank Reconciliation (BRV) enhancement. You can now flag transactions as Pending when you know they have cleared your checking account. This makes the final end of period bank account balancing much quicker. To do this, use the new Status field of Pending in the <Add> and <Change> transaction dialogs in BRV. To update many rows at the same time, you can place a check mark in each row that you want to set the status on,and select the option to "Set checked Transactions to Pending.” Previously, when you used bank reconciliation, you could not mark items as pending. This new method allows you to look at what has cleared the bank and flag them as pending without validating the last statement balance and entering in a new statement balance. You can flag cleared items as pending throughout the month. Then at the point that you receive their bank statement, enter the ending balance from the statement, add any bank charges that are not already posted, check any additional items from the statement that were not previously selected, and reconcile them.
Automatically cancel a voucher when voiding a posted A/P Check. The Voiding Checks window (APPM) has a new column called “Auto Cancel?’ which is initially hidden, but can be selected and saved as part of your default view. After voiding a posted check, the invoices that the check had originally paid display in the grid. For each invoice you want the system to cancel, set the “Auto Cancel?” field to Y. Leave “Auto Cancel?” blank (or N) on those invoices you do not want to cancel; you can select and pay them again. When the Post Void A/P Check (RPCM) report runs, the system creates a credit memo for positive invoices and a debit memo for negative invoices that had a Y entered in the “Auto Cancel?” column. Once the Post A/P Transactions (RATJ) report runs, the credit or debit memo will post through to offset the invoice(s) in APMU. Note: Invoices with debit and/or credit memos applied to them (as well as the debit and credit memos themselves) cannot be automatically cancelled.
Accounts Payable Dated Billing is now available. This feature allows you to add an invoice and set up a schedule of payments (installments) that occur over a defined length of time, and which may include a grace period before the first payment is even due. For example, you are switching a line of products over from one vendor to another. You work out an agreement with the new vendor that if you place an initial order of $50,000, they agree to payments of $800 per month. For more information about this feature, call Epicor Direct at 800-538-8597. If you purchase this feature, an Epicor representative will activate it by setting option 9895 “Accounts Payable Dated Billings / Installments Allowed” to Y.
Three new report selections for the Print Transaction Edit List (RATL).
Print Temporary Vouchers Only? – when set to Yes, the report only prints vouchers where the Transaction Type = T for Temporary. Regular, Adjustment, Debit, Credit and Cancellation vouchers do not print.
Print Adjustment Vouchers Only? – when set to Yes, the report only prints vouchers where the Transaction Type = A for Adjustment. Regular, Temporary, Debit, Credit and Cancellation vouchers do not print.
Print Out of Balance Vouchers Only? – when set to Yes, the report prints vouchers where the voucher is not fully distributed, or if the Invoice Total does not equal the Amount Distributed.
New option 9794 “Default MRV cost to IMU replacement cost?” This option applies when using <Add> to add an item to a receiving document that was not on the original PO. Set this option to Yes if you want the cost of the item being added to default to the current replacement cost from Inventory Maintenance (IMU), which the employee receiving the order in MRV can accept or change. Otherwise, set this option to No to default the Cost to .00, which forces the employee receiving the order in MRV to manually enter the cost on this new receipt.
Enhancement in New A/P Transactions (ATMU) for Advanced Receiving users. The PO Number label is now a hyperlink which launches MRV when clicked, carrying in the PO number and displaying the receipt(s) for that PO.
Enhancement to the Receiving Documents Viewer (VIEWRV). Use this viewer’s new Misc Menu choice A “Prorate freight to checkboxed rows” to prorate freight or other charges across multiple purchase orders. First refresh the grid, so that it includes the desired receipts, and then place a checkmark next to those to which the freight bill indicates it applies. Once all of the receipts have been checked, click the Misc Menu and select A. If the freight charge is for a third-party vendor, enter both that vendor and the total freight amount in this dialog. The freight amount is prorated to the selected receipts and posted to each one, along with the vendor in the Other Charges table. If the freight charge is to be paid to the PO’s vendor rather than a third-party freight vendor, enter just the total freight amount in this dialog (leaving vendor blank).
Enhancement to the AP Voucher window in Advanced Receiving. In MRV, there is a new toolbar button “<Vendor/F10>” which launches Vendor Maintenance (MVR) for the Remit-To Vendor that appears in the AP Voucher window.
You can now see the Special Instructions directly on the screen in MRV. You no longer have to press Misc Menu and select "Add/Change Special Instruction Note" to view the "special instructions." This feature is display-only. You must still use Misc Menu option 4 to change them.
Ace National Lookup. this new feature that has been added to POS allows cashiers to look up Ace Rewards customers that have not previously shopped their store. Since most customers no longer carry loyalty cards, this ensures that they are able to get Rewards credit for purchases at any Ace store. You access the National Lookup feature at the Ace Rewards prompt in POS. When the Ace Rewards ID prompt displays, if the customer does not have their loyalty card, click LOOKUP. From the screen that displays, you can use the traditional lookup, with which you find customers on your local Eagle; or use the national lookup, which uses the national Ace Rewards database. With the national lookup method, you can search by 1) phone number with area code, or 2) by name and zip code (note: entering the first name and the full last name helps narrow the search). If the cashier has entered both a phone number and a name/zip combination, they will be prompted which they would like to use for the search..
Note: The installation of Level 33 on the Eagle server sets the following new security bits to Yes, because they were added to control functionality that existed on prior levels. The relevant bits are: 813, 995, 996, and 997.
New bit 1028 “View Dynamic Coupons” controls access to new function MDC (Maintain Dynamic Coupons).
New bit 1029 “Add/Change/Delete Dynamic Coupons” controls the ability to add, change, and delete a coupon.
New bit 1030 “Ability to view MPO item note.”
New bit 1031 “Ability to add/change/delete MPO item note.”
New bit 1032 “Ability to use POS when all cash drawers are locked by other users.” This bit gives users the ability to access and use POS on a station even though there are no available cash drawers because each is already assigned "exclusive use" to another user. In this situation, if the user has this bit, they can select "Proceed without using cash drawer" when they signon to that POS station. This allows them to access POS as normal, except that the cash drawer will not open. Therefore, completing a transaction involving cash tender must be avoided. One exception is the ability to open and release the cash drawer for another user - refer to bit 1033 "Ability to release a locked cash drawer" for details.
New bit 1033 “Ability to release a locked cash drawer”. This bit allows you to select and release a cash drawer locked by another user. In addition to this bit, the user must also have bit 1032 "'Ability to use POS when all cash drawers are locked by other users." To release a locked cash drawer, do the following:
Signon to POS, and when prompted, select "Proceed without using cash drawer."
Press No Sale and select choice 1 "Release cash drawer." This opens the drawer to remove the till and release the lock on that cash drawer.
New bit 1034 “Ability to use a locked cash drawer.” This bit controls the ability in POS signon to select and use a cash drawer locked by another user. A manager may need this ability if he or she periodically must Signon and do POS transactions (e.g., to keep checkout moving along during a rush) and they do not have their own till. Also see related option 9906 "Which cash drawer is updated for roving manager."