UPDATES IN VERSION 7.14
(12/24/07):
Sales / Print
Invoice...: Added new option
"Detailed invoice receipt (POS)", with printing layout and
details.
Setup / Printing / Invoice format...:
Added "Detailed invoice receipt (POS)" to the list of possible default formats for invoice
printing.
Sales / Print Invoice
/ Detailed...POS...: Added printing of "PAID BY" and "DUE" information in footer, fixed printing of taxes in footer for credit memos. Added printing of tax code (T2 or T1) after item price, added printing of item discount (if applied) after item
details.
Setup / POS...: Added option "X-Charge transactions folder" to allow setting the folder where X-Charge is
installed.
Sales / Invoice / Credit Card
Payment...: Changed initialization of X-Charge folder, if default folder is defined in setup (e.g. X:\) then program will automatically use that path and
the LocalTran subfolder on it. If X-Charge folder is not defined in setup
then configuration will be read from Windows Registry, as before.
Inventory -> Find [Consign
only]...: Added a
new option allowing the search on SKU code, search is done on exact code and starting
letters. As example, "AB2527" can be searched for its exact SKU code, or just on "AB" to show all items with SKU codes starting with "AB".
Also on the Find screen, fixed the problem of not showing the labels for Date In, Date of last sale and Date
Discounted.
Inventory Reports [Consign
only]...: Added support for filtering on SKU code (as in Find, exact SKU can be entered, or starting part of the
code).
Invoice...:
Added
the feature to now display the (Print/Preview/...options) when invoice is paid through X-Charge, after payment process is
completed. Instead of closing the invoice dialog now the invoice printing dialog will be shown (with Print/Preview/..
options).
Batch Settlements...:
Added new selection criteria "Only invoices from the following date range:" (with edit boxes for from/to dates).
Inventory / Define Discounts [Best
only]...: Moved
the option to define default discounts from Setup screen to Inventory menu.
Setup / Inventory...:
Added "Show flags on tags:" checkbox option (turned off by default), along with edit boxes to define various one-character flags to identify items that with flags for Return (default value is "R"), Donate ("D"), Dispose ("X") and Retain ("S"). Note that write-off flags are defined in the consignor record, so each item will carry the consignor's
flag.
Inventory Reports
Thermal Tags...: Added printing of item's status flag (return/donate/..., as defined in Setup) to the following reports:
on Labels page: "Detailed 2x10" and "Large 2x5" on Thermal tags page: "Forms Plus, 2-across" and "Labels 1.25'' x 1''" (on the right side of the same line as item
#).
Reports / Daily Close Out Report...
: Added the display of amounts paid on
Sales Orders so that they are now included in the report and are shown in the "Payment Recap" list as "Paid on SOs (Deduct)". Note that this figure is summary of all "Deduct" columns entered on
Sales Orders, and include only open Sales Orders (as once the Sales
Order has been converted to an invoice, amounts paid will be shown under invoice
totals).
Sales...:
Changed the "Status" column for closed sales orders to
now show "Closed SO" instead of "S.Order".
Utilities / Maintenance...:
Changed the wording on the maintenance option
from "Update Consignors Status" to "Check for Consignor Updates" and from
"Update Amounts for Settlement" to "Check for Inventory Updates".
UPDATES IN VERSION 7.13
(10/15/07):
Checks /
Print...: Added new check
type "Safeguard Pre-Printed (3 per page)" for our Canadian
users. Similar layout as the "CPA006 Compliant Checks", but
without printing the Consignor name and other info that is pre-printed by the
check vendor.
Checks /
Print...: Enhanced the
printing positions of a second check based on the "CPA006 Compliant
Checks" for our Canadian users.
UPDATES IN VERSION 7.12.9
(10/2/07):
Inventory Batch Entry...:
Enhanced this screen so that it now can be minimized in the midst of entering
data, allowing you to activate another screen or component.
Setup...:
Added new option
to the screen to activate the Invoice and Inventory Batch Screen.
Batch Settlement...:
Added
the ability to specify exact amounts under which no settlement will be
created. After processing, confirmation of settlements and checks will
be displayed.
Setup / Consignors...:
Added
the option "Minimum amount to create batch
settlements/checks". When defined, will automatically activate at
Batch Settlements.
Checks /
Print...: Added
the new check format "CPA006 Compliant Checks" for our Canadian users.
UPDATES IN VERSION 7.12.7 (8/4/07):
Weekly Web
Catalog / Internet POS Service...:
Added a new optional
Web Catalog service, allowing users to have a Web Catalog of their selected
items from inventory to display on their free (or individual) webpage.
Entirely automatic for the user, no programming or website posting;
simply select items, (with or without pictures), create special backup and
e-mail.
Buyers...:
Enhanced the browse/grid component, resizing some columns to make space
for a new features.
Buyers...:
Added column "Last Sale $", for each buyer which will lookup the
invoices, and display the total amount from the last invoice (total including
taxes etc.).
Buyers...:
Added new option "Update Sales" to calculate buyer statistics
(total number of invoices and sales total), starting from a selected date. By
default this will calculate the total starting from January 1st of the current
year, if date is cleared in this dialog then it will calculate for all sales
in the database. This option replaces the earlier maintenance option
"Update Buyer Purchase Statistics".
Maintenance...:
Removed old option "Update Buyer Purchase Statistics" (now
replaced with the new option on Buyers screen).
Invoice...:
Added the ability to activate the discount on any Buyer having that
defined in its record. (If existing buyer is selected for invoice in
"Buyer #" and that buyer has discount defined in his record, then
discount % will be applied to all items on the invoice. If the particular item
also has a discount (e.g. sales promotions), then buyer discount will be
applied.
Inventory
Clean-Up...: Added new option "Change date in
to" (shown after items are pre-processed when "Proceed" is
selected), if date is defined then new date will be set as "Date In"
for all retained items. If this date is empty, then date in will remain as is.
Inventory
Clean-Up...: Added new options to define consignor fee
for retained items. There is a selection between "Keep settlement
settings unchanged" (default, works the same as before), "Change to
consignor %" (percent can be also set to zero when the items are
transferred to a store-account) and "Change to fixed fee $".
UPDATES IN VERSION 7.12.3:
Consignor
Internet Inquiry...: In this update, you now can offer
your Consignors the ability to view their entire account activity direct on
the Internet. The Consignor activity includes their account balances,
inventory on hand, sold items and the amount owed the Consignor "item by
item". The entire Internet updating process has been reduced to a
single option. A true bargain at $5.00 per month (paid quarterly)
Click here for complete details and a narrated demo!
Updates
and Upgrade Releases...: Added the ability
for Users to now check for new updates and upgrades direct from
"Help" on the top menu bar. The new feature "Check for
Updates" will automatically check and notify if your software has been
updated!
Consignor
Record...: Added a "Consignors Web
Login" section to the "Address/contact" page, where you will
enter the Consignor's "Username", "Password" and
"Expiry". This provides you to setup as many individual
Consignors as you choose to easily their entire account activity at any time.
Program
Setup...: Expanded and corrected the transposition
of "Terms" and "Ship Via".
Inventory
Reports...: Enhanced the Thermal Tags
"tear-off" portion for easier viewing. This has been changed
on all Forms Plus tags (2-across, bar code, and discounts).
Inventory
Categories...: Added a checkbox "Exempted
from buyer fees", which when checked will allow those items to be
excluded from buyer fees calculations at the Point Of Sale for all items
within that particular category. By default, the buyer fees are
calculated and not exempted, depending on your buyer fee rules
Invoice...:
Added buyer fee calculations to support fee exemption for selected
item categories. In other words, if a particular category is exempted,
then the buyer fee will not be calculated for that item.
Invoice...:
Added a New column "Fee", which is checked if the buyer
fee will be applied to the item, and clear if the buyer fee is not applied,
(whether the item category has been exempted, or the "date in" range
is excluded, or if the buyer fee is not defined at all). Please note,
that "Fee" column is read-only - no edits!
Sales
Order / Layaway...: Added a new column
"Disc.%" to the items list, allowing for individual
"line-by-line" discounts on items being sold.
Sales
Order / Layaway...: Changed to overall style and
design so as to be consistent with the invoice screen.
Sales
Order / Layaway - Convert Sales Order to the Invoice...:
made changes to carry item discounts over to invoice created from Sales
Order.
Sales
Order / Layaway...: Enhanced the " Print
Sales Order" to print item price with applied discount. If there is a
discount, then price for that item will be marked with "*" (the same
way it works in invoice printing). Also added total
"Discount" amount below "Subtotal".
Inventory
Reports...: Added "date in" to all FormsPlus
thermal tags (2-accrows, bar-code, discounts). The date is now printed
next to item price (and before bar-code or discount area) if "Show Date
In..." option is turned on in Setup->Inventory
Consignor
Reports...: Added both the e-mail and telephone
numbers to the " Export to .csv" report option.
UPDATES IN
VERSION 7.02:
Utilities...:
Added a new backup option "Year End / Start Up Backup"
which will create a backup of just consignors having inventory on hand, along
with the Buyer and Wish List records. As part of this
feature an additional backup is made of all databases should there be an
emergency need to restore the data just prior to the "Year End / Start Up
Backup" The location of each backup can be user defined for
saving multiple storage files.
Consignors
/ Edit...: Added "Settlement
Deduction Fee" with both "Amount" and "Percent"
fields available for user entries to effect the Settlement total.
Settlements
/ New...: Enhanced "Settlement
Deduction Fee" (SDF) so that when it is defined for the selected
consignor, it will be set as default value in "Deductions". If SDF
is defined as a percentage, the deduction amount will be calculated from total
amount for settlement, and will be auto-recalculated when sales are unselected
or selected for settlements. Note that when "Balance Adjustment" has
been set for the consignor, it will take precedence over the settlement
deduction fee (as both can't be calculated at the same time; the balance
adjustment will be cleared after it's included in the settlement). Note that
settlement % is calculated as percentage of "settled amount", not as
a percentage of "sales value".
Batch
Settlements...:
Added checkbox "Apply settlement deduction fees" (checked by
default) and "Deduct" column. Amount of the deduction is
auto-calculated depending on settings in the consignor record (only if
"Apply..." has been checked), using the same rules as above (when
individual settlement is created).
Inventory
Reports...: Added saving and
restoring of report margins (Top, Bottom, Left, Right in the print/preview
dialog) for all reports on "Labels" and "Bar Code" pages.
Margins are saved in the .ini file (Consign.ini or Best.ini) with other
configuration settings, .ini file is updated if any margins are changed from
the print/preview dialog (regardless if report has been printed or not);
Item
Categories / Add/Edit...: Increased number
of data/detail fields to 4 in Consignment Success and to 2 in Best
Consignment.
Inventory
/ New...: Corresponding to the Item
Categories, added more detail fields on the inventory records.
Inventory
Reports...: Corresponding to the
additional detail lines/fields various reports will include those fields,
however, due to lengths, some reports may truncate excessive details.
Buyers
/ Reports...: Added "List
Report" and "Detailed List" report, to print list with basic
buyer information (ID, name, credit, discount, dates), and list with
additional address and telephone numbers (similar to reports in Consignors).
Buyers / Reports...:
Added option to select between two filtering modes - "Use filter
already defined in Buyers / Find" and "Use the filtering rules
defined below" (default). If Find option is used to filter buyers, then
the first option will be auto-selected, and filtering will be done using the
rules defined in Find (otherwise, it will work as before, with filtering rules
defined on Buyers Report screen).
Buyers
/ New/Edit...:
Added "Status flag" field, with drop-down selection
initialized from BuyerStatus.lst (file structure is the same as for
CustStatus.lst as used in consignors screen). Support for the new status flag
has also been added to Buyers / Find and Buyer Reports.
Buyers...:
Fixed problem of not showing "Notice" field before
refresh/change.
Invoice...:
Added "Buyer Discount" information (shown in toolbar above items
if selected buyer has defined discount, otherwise nothing is shown).
Inventory Reports /
Bar Code...: Added new tag
"Bar Code (3*10)" with same label size as in "Bar Code
w/Logo", but without logo and different fields layout (bar code on the
left, item # and price on the right, description and detail fields below).
Also added support to save page margins for this report (if changed from the
print/preview dialog, as in other reports). Note that new bar code report is
printed with a different bar code component than other report (phasing out of
the old component and using the same UPC-A standard).
Inventory
Reports/ POS...: Added new tag
"(4''x1'', fan-fold)", with custom layout, prints 6 lines * 40
characters (max), with item # and price on the left side, and item #, price,
description and item details on the right (larger) side.
Setup
/ Printing...: Added "Printer
type (POS tags)" (on the right part, below the margins) with
"Epson", "IBM" and "Zebra/Eltron" options.
Printers set here will be used as default when printing inventory POS tags
(which can be also changed from the POS print dialog).
Wish
List...: Add/Edit...: Fixed problem
with not allowing a change on the "Category" field.
Consignors
/ Find...: Added the following
filtering options to "Find": Open on from/to (account creation date)
and Close on from/to (account closing date).
Invoice...:
Added ability to show tax
description/name (as defined in Setup) for both taxes (in summary area, before
the tax %).
Utilities
/ Compact Databases...:
Added "Settlements" checkbox to compact the settlements
database, fixed checkbox text for Consignors and Inventory.
Internet
/ E-Mail Inventory Lists...: Added new
option to allow sending e-mails to all selected consignors, with the list of
their consigned inventory (similar to the "E-Mail Consignor
Settlements" option). E-mails will be sent in plain text format, with
"Item #", "Date In", "Description",
"Price" and "Qty" columns. Default e-mail subject and
message header may be changed, and program will insert registered user
information (store name and address) at the beginning on the message. This
option is available in Consign only.
Consignor
/ Reports...: Added new report
"Cons. Inventory List" that will show detailed report for all
consignors (with each consignor on a new page), with the list of available
inventory. Consignor address will be shown in a box in upper-left of the
report, to be window envelope-ready
Consignor
/ Reports...: Added "Number
of items" (below the "Balance range") to allow for additional
filtering of consignors on the number of items on hand. This is mostly to be
used with the new report "Cons. Inventory List" and to filter only
consignors with inventory on hand (e.g. enter "1" as the starting
range, ending range can be left as 0).
Consignors
/ Find...: Added "Track
Date" to the find criteria.
Inventory
Reports...: Added a new Bar Code
report "Bar Code w/Discounts" (to both Best and Consign), it is the
same size as "Discounts, large (2*5)" report, but with the store
logo and added bar-code removed.
Report
dialog (Print/Preview)...:
Modified edit components, for all labels/tag reports changed
"Page margins" edit boxes to accept larger values, and changed
margins increment to 0.05''.
