Cumulative Release notes 4.0 - 6.8

Modified on Wed, 14 Oct, 2020 at 11:16 AM

Changes and Improvements

General Point of Sale Improvements

Change Quantity dialog box now overwrites the text (it would previously append to existing value).
Changing the price or cost in Point of Sale form was inconsistent; sometimes it overwrote and sometimes it appended to existing value. Now it always overwrites, expecting user to enter the entire new amount.
Differentiate between Drawer open/count/close dialog boxes. (They previously all had the same title)
Customer Search improvement. Handles spaces and commas better.
New machine level setting to allow POS search results to display unavailable items by default. Presently the clerk must uncheck a box to view unavailable item.
Can now re-print or email a receipt from the Customer Edit->History screen
Ability to restrict the editing of customer notes based on user level. Contact FieldStack if you'd like to restrict certain user levels and we can set that up.
New company level setting to require a loyalty card for customer's wishing to sell back items. When set to true, you cannot complete a buyback unless a customer is attached to transaction.
New machine level setting to remove the Credit Card button. This would be useful if you have a temporary register that is setup as a cash only register.
Ability to suppress "D" buyback price labels. This is done through a location level setting.
ISBN-10's are now searchable from Point of Sale form. If you scan an ISBN-10 (10 digit book UPC), it will automatically search for the matching 13 Digit ISBN.
Logged in employee's name now shows next to the Logout button

Search Invoices screen

Scannable transaction bar code on printed and emailed receipts that brings Search Invoices directly to that transaction.
When looking at a Credit/Debit transaction in Search Invoices, you can now double-click on the reference field that contains the payment Id and see payment details of that transaction.
From Search Invoice screen you can now save a receipt as an image so that it can be saved and sent as an attachment

Customer Merge Improvements

Easier to use and more difficult to mess up accounts.
Previously you had to merge into the Web active account, now you can merge the Web active account into a non-Web active account.
Previously store level associates couldn't merge Web active accounts, now they can
Account history will now show the transactions under the account that remains open

Customer Account Details

New Option: Warning and flow for handling duplicate customer accounts. If you add a new customer account and the phone number or email matches an existing active account, it will give you a warning and ask if you want to see those accounts. Same flow for editing an existing account
New Option: force proper Email Address format validation on Customer Edit screens (require __@__.__ format)
No longer giving new customers without an enter birth date a default value of 1/1/1900. They are now just blank.
Customer Overview
panel now available on Customer Edit screen. Includes access to the Customer's Edit history and Email Notification history.
You can now export a customer's Web shopping cart from the customer management area.
Removed restriction of $999.99 from the customer add credit area.
Company level option to remove Customer Gender from the customer edit/create screen if that is something that they do not want to track. If Gender option is active there are now two additional options, Non-Binary and Omitted
Customer Privacy Features
- Customer Data Export. Export of all customer data to respond to customer data requests. Controlled via a Security Token. Please contact FieldStack for any Roles you want turned on.
- Customer Data Delete. Delete all customer identifiable information in FieldStack. Same security token as Customer Data Export
- Customer Do Not Sell Data flag. Will need to work in conjunction with any customer data exports you have. Please contact FieldStack if you'd like to have any feeds consume this. Controlled by the same security token as Customer Data Export

Customer Special Orders

Store staff can edit customer contact information on previously placed special orders in their location.
No longer prints a special order slip when cancelling a special order.
The customer Special Order History button previously only showed open special orders in that location. It now shows all special orders for the customers in all locations.

⦁ Under the "Customer Special Orders" screen (Customers tab >> Customer Special Orders), there is now an Advanced Search, which includes the ability to sort by:

⦁ Customer Name

1 Customer Code

2 Special Order Code

3 Email

Promotions

Advanced Coupon functionality
An entirely new Coupon and promotion engine, capable of things such as category-wide promotions, BOGO sales, auto-applied discounts, customer specific coupons, and much more.
BOGO was always giving the cheapest item free. Now it will pair up as expected...so if you have a buy 1 get 1 free and have some items that are $2 and some items that are $3; when you buy 2 $2 items and 2 $3 items you'll get a $2 Free and a $3 item free. Previously you'd get both $2 items for free.
UPC Column now part of the Promotion Edit screen
New button in the "Sale" and "Position" tabs in Item List for searching Sale and Position history of an item.
Double-clicking the promotion name on Position tab of the Item Find screen now opens the promotion.

Reporting

Recording discounts off normal selling price in the following circumstances:
- Employee Price Overrides,
- Promotion Sale Prices, Coupons
- Customer Discount Code
- Loyalty Program Redemption
- Bulk Purchase Discount
- Marketplace Customer Service Discounts
- Variance from Sticker Price to Current Selling Price
Ability to fulfill eligible Scheduled Shipment orders via the Same Day Delivery infrastructure.
Sales Comparison (Daily Income/F7 Report ) report now shows the dates you are comparing against. Previously you just say the number of days (e.g. 364) and had to calculate what those dates were.
Sales Comparison (Daily Income/F7 Report ) now shows Marketplace Sales broken out separately and blended back into the store sales.
Items marked as "No Internet Sales" now highlight purple in item search results

Other

Employee Scheduler -
Ability for employees to request time off and managers approve it.
Ability to create a shift as inactive and then activate when ready for employees to view
An employee view of their own schedule

Vendor Management screen updated. Removed redundant confirmations, give warning if there are unsaved changes and moved save button to lower left corner.
View Item History button added to the Item Edit screen
New screen to view credit card Batch Closes (Locations tab)
Store Center can now manage a few of the location settings. (sales tax, timezone, point rate)
Embargo Expiration Date added to Items – You can now hide items from customers on the Webstore and in search up until a specified date and time. This is managed on the item edit screen.
Improved Customer Display features
Buying tab vendor list now has "Last Reported" column for those vendors providing on hand feeds
Link an Employee to their Customer Rewards Account. This will automatically set their in store discount and eventually will be able to automatically grant them administrator privilege on the Webstore. The customer account edit screen will indicate if the customer is tied to an employee.

New Marketplace and Web Store

Marketplace Order Fulfillment

Now available via through Point of Sale
Ability to pick multiple batches at once
Ability to utilize the Zebra printer for printing 6x4 shipping labels and packing slips
Improved Gift Card Handling...no longer need to pre-load them.
FedEx Shipping Integration from new marketplace, including multi-piece shipments
Ability to produce USPS Shipping Manifest.

Marketplace Customer Service

Customer Assist Mode
Refunding Customers
Address checking and validation
Create and Email a return shipping label

Web Store Content Management

Section Management - Ability to setup sections based on Product Attributes. Sections then can be bound to Web Store pages.
Event Notification System - Comprehensive overview coming

Product Attributes

New button on inventory tab - Find Items (Attributes)
Ability to add multiple images to an item

Same Day Delivery Fulfillment Support

Alerts location they have a Same Day Delivery order pending
Supports special Delivery Instructions

Buy Online, Pickup in Store

In Store Pickup shipping option for customers to choose in Web store checkout
In Store Pickup item availability on the product page, and product tiles in search results
In Store Pickup is now a mail class across FieldStack, and has its own label
- Each In Store Pickup label has a "Mark as Delivered" bar code that can be scanned at the Point of Service when the customer comes to pick up their order
- Same Day Delivery orders have a similar bar code that functions the same
In Store Pickup flashing button in FieldStack for enabled stores
In Store Pickup Marketplace order item added to POS receipt for physical receipts in store and the email POS receipt
In Store Pickup mail class added to Marketplace Center mail class dropdown
In Store Pickup transactions can be found under "Journal Entry" transaction types in Find Transaction
- These are connected to an "E-commerce Order" green cell that can be double-clicked, and takes the user to that order in Marketplace Center
Please contact FieldStack to enable this functionality

FedEx SmartPost is now available for Marketplace Fulfillment

Streamlined Store To Store Product Transfers

Dynamically creates a purchase order for expecting store to receive against based on what sending store sends.
Better tracking to make sure product is making it to destination.