New Features

Modernized User Interface

The icons used in the application have been updated and give the application a more modern feel. Several List boxes have been enhanced to show additional columns on larger monitors.

Report Enhancements

Export Reports. Over 80 reports can now be exported to a .CSV file that can be opened and edited by Excel. Reports that can be exported will have an Excel icon next to the report name on the menu, a button to export the report on the Printer and Output Selection dialog, or will have the option at the top of Report Preview. After selecting to export a report, you can select the sections of the report to export. For example, some reports have subtotals right after a detail section. In many cases, you will not want the sub-totals and choose to exclude them from the export by unchecking the section. Enjoy!

Sales Reports for Groups/Retail Only. A new option has been added to only include “Billed” or “Not Billed” sales on all Sales Reports. This handy option will help you analyze the items that are selling on the sales floor and are not affected by “Group” sales. Just select a Sales report and set the “Billing” option to include All, Billed, or Not Billed sales. Just for kicks start with the Top 40 Report and see how the options affect your best sellers.

Signature Capture

You can now use the signature capture terminals from ChargeItPro and XCharge to save signatures for invoices. This new feature is enabled and ready to capture signatures for Billed Invoices, Payroll Deduction, Order Delivery, and Returns. To modify the signatures capture setup, select Setup > Signature Capture. There you will find the items already set up for you. You may set items in the list to “inactive” if you do not want to collect signatures, and you can add or modify existing items. Both receipts and invoices with print the signatures with their purpose. These signatures will be included in the Polling operation if you have remote locations.

WebStore Enhancements

WebStore Remote Stock Lookup.  WebStores can now show the current stock levels at all locations – even “Remote” locations. Just configure the setting in the “Stock” section of the WebStore configuration to “show stock levels for all or selected stores”. If the stores are Local (like in the US Cloud), there is nothing else to do. If the stores are Remote locations, you will need to set up the URL for the “Remote” store’s web server on the “Web Server” Tab in Store Setup (i.e. Setup > Store > Web Server). At the remote location, you will also “Approve” the Web Server on the Device List (Setup > Mobile Devices and Web Servers).

The latest Mobile app for iOS and Android also supports Remote Store Stock lookup. While you are on the sales floor, just look up an item and select to see stock from other stores.

Multi-select Filtering. The WebStore now has multi-select filtering to enable your WebStore customer to drill down to selected Brands, Descriptions, and Departments. Each selection has a slight delay before the “resort” occurs to allow the user to select more than one option before the WebStore is re-displayed with their selections. Each selectable option also displays how many items will match the selection. List of items can now be sorted by price or item descriptions in both ascending and descending order.

WebStore Content Pages. You can now save URL’s that are up to 256 characters when adding a link for a graphic.

WebStore Order Message. You can now set a custom message to print on all WebStore Orders. This message replaces all the messages for Sales, Special Orders, and On-account Invoices. Leave this message blank if you wish to use the other messages. You can set this option on the Store form by selecting Setup > Store > Store Number > Messages Tab.

WebStore Detailed Description. You can select to show the detailed description for items in the WebStore on the main grid. On the WebStore Configuration Form, select Stock > Show detailed description on Product Page.

Customer List Enhancements

The Customer List now displays additional columns like the customer’s email address, their 2nd phone number, and more as the window is made wider.

Tagging Customers. Tagging is now easier than ever too. You can hold the Control key + Mouse click to Tag or UnTag a customer record. Selecting Shift + Mouse click tags all the records between the currently highlighted record.

Copy Tagged Customer Emails to Clipboard.  This is a very handy feature that makes it super easy to grab your customers emails for a campaign or quick group email.  After tagging at least one customer, select Tag Options >  Copy to Emails Clipboard (Tagged).  You can then just paste (Ctrl + V) the emails in the Clipboard to your mail client or email campaign manager. If there is not an email address on the General tab, the WebStore login email is used if it exists.

Purchase Order List. This list now displays the estimated delivery date and the first 100 characters of any notes when the list is fully expanded on larger monitors.

Purchase Order Item Notes. These notes are now displayed along with the item details on the Purchase Order Receipt window and on the form used to display the received item details.

Inventory List. The Style and Product List boxes have additional columns that are displayed as the window and table are made larger. These include Taxable (Yes/No/Selected), Disc OK (Yes/No) and the Detailed Description for the item.

Customer and Inventory Lists. These lists were reworked to display on monitors with less vertical height. The customer list will hide the image for a customer as the height becomes too small.

Catalog Enhancements

The Catalog has several enhancements to help you know if your products are up-to-date and meets MAP pricing (if provided by the vendor). The Catalog List also displays MSRP for you to review (if provided by the vendor), and a new option called a “conversion factor” can set your cost pricing using a multiplier.

Each downloaded Vendor Catalog now has a Published date, along with a “Processed” date to indicate when the Catalog was synchronized with your inventory. Since “steps” in the Catalog Utility can be skipped, those steps are tracked and the following columns are listed to indicate if your products are up-to-date or not: Pricing, Discontinued, and New Items.

MAP pricing is an option you can choose to perform when synchronizing the Catalog Utility. When “Verify retail pricing meets MAP pricing” is checked, the utility will verify your products meet MAP pricing, and if they don’t you will have the option to update them to meet the MAP level.

The CFactor column displays the multiplier used to recalculate cost prices in the Catalog. With the conversion factor active, the price will be multiplied by the Conversion Factor (i.e. CFactor). If you live in another country and need to convert your cost prices, or wish to discount the cost price you use in the inventory list, just select to update the vendor on the Catalog List, go to the Catalog Tab, and set the Pricing Conversion Factor setting.

Contract Enhancements

Contracts have a new pricing option that sets the Contract Price to the item’s cost or retail price and a plus or minus (+/-) value. This new feature should help reduce the need to enter more than one contract item for styles where the pricing varies by size or color. After calculating the selling price for the item, a new option can round up the calculated price to a fixed amount. This works the same as the rounding function in the pricing formulas for vendors.

Contract Items Active. Contract Items can be specified to be active only for the POS or the WebStore. By default, they are always active.

The Contract List now displays the WebStore Group name if one exists and turns the Contract name, start date, and end date “red” when the contract is no longer active.

Contract Reference Barcode. Contracts now save a reference barcode for each item on the Contract that enables the vendor, style, color, or size to remain current as those values in inventory get updated by the Catalog or by manual changes. When your data is converted to version 6.30 or newer, Contract’s with contract items that do not match any items in inventory are flagged with an exclamation.  You should proceed to update these Contracts to either enter a valid item or remove the item from the Contract.

Contract Welcome Message. The Welcome message for Contracts accessed in the WebStore has been moved out of the “Notes” field for the Contract and into its own field on the WebStore Tab in Contract Entry.

The Welcome message for Contracts accessed in the WebStore has been moved out of the “Notes” field for the Contract and into its own field on the WebStore Tab in Contract Entry.

EdgeExpress for OpenEdge.

Edge Express is a new integration method from OpenEdge that processes EMV transactions much faster than X-Charge.  EdgeExpress integration has been fully integrated and will provide drastically reduced transaction times. You will need to contact OpenEdge Support and they will help you move your integration from X-Charge to EdgeExpress. EdgeExpress does not have a “local” option to review transactions like X-Charge. You will need to make sure you have your OpenEdge Merchant Portal setup for you to access.

Customer Allowance Available in Sales Entry and the WebStore.

The customer “Allowance Available” in Sales Entry and the WebStore now shows the amount “available” as the amount spent on invoices after subtracting the balance on all open special orders.  Therefore, Allowance Available = Allowance – Spent (on invoices) – Open Special Orders Balance. You can choose to NOT subtract the open balance on special orders by turning off the setting “Show available allowance after subtracting open special orders” on the System Settings Form (Setup > System Options > Professional Tab).

Apply Store Discount to Contracts in POS.

You can select an option to apply the current store discount to all contract items – even when the option to always use the contract price is set. Select Setup > Store > Pricing > Apply store discounts to contracts at POS.

Allowance Printing

You can turn off the option to print the customer’s allowance on invoices and receipts. Select Setup > Store > Update Store > Messages Tab > Receipt and Invoice Printing Options > On Account Preferences and turn off the option to “Print the customer’s allowance and balance”.

Remit To Address

The remit to address from the Setup > System Options now prints on Inkjet and Laser Invoices. Select Setup > Store > Update Store > Messages Tab > Receipt and Invoice Printing Options > On Account Preferences and turn off the option to “Print the remit to address..”.

Work Order Fees in Sales Entry

Fees added to Work Orders are now automatically added in Sales Entry when a Work Order is added to an item. Items on Contracts with Work Orders also include the item. Work Order fees added in Sales Entry are NOT automatically removed or updated when an item is deleted or changed.

Customer and Contract Shipping Options

Customers and Contracts can now have 5 specific shipping options defined.  For the WebStore, these options can be used to either replace the default WebStore shipping options or to add them to the WebStore defaults. For Sales Entry,  you have the option to limit the shipping options the user can select, and/or specify a default shipping option. The default shipping option can either be automatically added to selected transactions, or the user can be prompted to add the default shipping option.

If both Customer and Contract shipping options exist, the option for the Customer is used since it can be more specific.

Account Statements and Summary Invoice.

These reports can now include copies of each invoice after the statement or the summary invoice. Use the options tab to include a copy of each invoice. Also fixed an issue emailing statements to Rollup accounts. Statements were being emailed to the first Billed account invoice instead of the roll-up account. This has been fixed.

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