Cumulative Release Notes Ver 4.0 - 10.6

CHANGES & IMPROVEMENTS
 Ver. 4.0 through 10.6

(Updated 4/28/23)
 

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.
• SETTING > 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

• SETTING > 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.
• SETTING > 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.
• SETTING > Ability to suppress "D" buyback price labels.  This is done through a location level setting.
• Logged in employee's name now shows next to the Logout button

• Reversing a Receive transaction restores original state
• SETTING > Minimum price threshold for “signature-required” transactions can be set for all card types. This can be set using a new machine setting called “All Credit Cards Minimum Signature Limit”.
• Duplicate email check functionality extended to Verify Email pop-up
• A new "Add Discogs Item" button is added to Buyback & Receive mode, allowing a user to create a new item listing for a specific item based on Discogs item ID

• Terminology for Up-stocking List and Dot List has been consistently reworded as Up-stocking List.
• Added a company setting to add associate name to customer receipts.
• SETTING > Added the ability to disable the printing of hold receipts. This feature can be turned on and off through the new setting in Configuration Management: Suppress Hold Receipts. 

• Added the ability to look up Gift Cards. The Find Gift Card tool can be found under the Search tab and can be used to search for gift cards by the card number and a date range of use. Results are returned in a split pane to represent transactions and transaction details. 
• SETTING > Improved existing and depreciated unused label queue configuration settings, including:
  1. Is Zebra Printer - When set to TRUE, automatically locks changes to Price Label Sheet Size and sets to 1. When FALSE, can be set by the user to desired sheet size. Improved verbiage on tooltip to include ZPL Compatible devices.
  2. Price Label Queue/Price Label Queue to Monitor and Print - Both have been linked together, causing changes to one setting to update the other. These have also been removed from the settings screen.
  3. Print All Transaction Labels - Has been depreciated.

Search Invoices/transactions screens

• 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 sent as an attachment
• On the Find Transaction screen "All Stores" is now an available option in the Store Name dropdown. 

Customer Account Details

• SETTING > 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.

• SETTING > New Option: force proper Email Address format validation on Customer Edit screens (require __@__.__ format)
• No longer giving new customers without an entered 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.
• SETTING > 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
• SETTING/PERMISSIONS > 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

Employees

• Employee Scheduler 

1. Ability for employees to request time off and managers approve it.
2. Ability to create a shift as inactive and then activate when ready for employees to view an employee view of their own schedule

• Link an Employee to their Customer Rewards Account.  This will automatically set their in-store discount.  The customer account edit screen will indicate if the customer is tied to an employee.

• Search feature in Employee List.  This should enable quicker access to individual employee records without have to first select the employee's store.

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:

1. Customer Name
2. Customer Code
3. Special Order Code
4. Email
5. UPC

• 3^rd PARTY > SMS Notifications now available for in-store Special Order communications. This must be activated though a 3^rd-party service, and Customer Notifications configured by FieldStack.
• Special Orders can now be sold from the special order search screen.  Previously the special order barcode needed to be scanned.

• The Customer Special Orders page has additional columns for store name, customer phone, and customer email. 
• Total fields added to POS Special Orders screen shows the total cost of the customer’s holds or special orders.
• Added time to the Arrival column in the POS Special Order screen.
• Improved communication relating to a greyed-out Completion Date field in the Special Orders screen for Web-tied orders and orders with deposits. Added a red alert icon with a tooltip explaining why the field is unavailable.
•  

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.

• Ability to bulk add a list of UPCs to coupons

• UPC Column now part of the Promotion Edit screen

Product Attributes 

• New button on inventory tab - Find Items (Attributes)

• Ability to add multiple images to an item

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
• Sales Comparison (Daily Income/F7 Report ) report now shows the dates you are comparing against.  Previously you just saw 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
• Daily Income/F7 Report now shows Marketplace Sales broken out separately and blended back into the store sales.

Other

• Added the ribbon search bar, providing the ability to search the FieldStack ribbon for any report or feature.  
• The "Sold" column on the Item Listing screen now represents both instore and online sales. Breakout columns can now be added using the Column Chooser (note: this is NOT realtime sales, it is refreshed once a day overnight).
• Vendor Management screen updated.  Removed redundant confirmations, give warning if there are unsaved changes and moved save button.

• 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 some 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 (link attached)
• Buying tab vendor list now has "Last Reported" column for those vendors providing on hand feeds.

• QOH tab - sold now represents the total of in store sales and online sales for that location.  There are two hidden columns in column chooser that break out in store and online sales.

• Vendor On-hand value now available on Order screen for vendors supplying on-hand feeds.  Right-click on order items grid ->Column Chooser.  Drag Vendor Item Quantity onto the grid.  Available on both Find Order and Order Listing screens.

• Ability to maintain an external vendor Id on your vendors.  This would likely be the ID you have assigned in your accounting package.
• Emailed and EDI vendor orders can now be re-sent from the Find Orders screen.
• On Buying Tab and Item Listing screen changed label from Price to Cost for consistency.

• Items added from a similar item (Ctrl + S on the Item Listing Screen) will open in a new Item Listing Tab. 
• Item attributes copied over when adding a similar item (Ctrl + S) can now be altered as soon as the item is created. 

• An item’s expiration/kill date can now be changed from the Order History tab of Item Listing. 
• 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.
• Renamed "Category 1" and "Category 2" columns to "Category" and "Extended Category" in the Bulk Item Loader, matching the column names found in the Item Listing screen.
• Added a block to prevent Amazon's Image Not Available image from being downloaded when updating a product image.3

NEW MARKETPLACE AND WEB STORE

Marketplace Order Fulfillment

• Now available 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 gift cards.
• FedEx Shipping Integration from new marketplace, including multi-piece shipments.
• Ability to produce USPS Shipping Manifest.  
• On standard 8.5 x 11 packing slip, we now show customer phone number and pickup/delivery instruction on the top portion.
• BOPIS/CURBSIDE System available
• SETTINGS > Amazon manual listing tools now allows you to factor in your shipping price.  Previously it used the default shipping template you had specified on Amazon.  Specific Amazon configuration is required through FieldStack.

Marketplace Customer Service

• Customer Assist Mode allows you to log in as a customer and assist them with their cart/checkout live.

• Refunding Customers

• Address checking and validation

• Create and Email a return shipping label

• SETTING > Abandoned Cart Email Notification ability.  This feature must be configured by Support. 

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 

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
• 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
• SETTING > This functionality must be configured by Support.

Customer Merge Improvements 

• Easier to use and more difficult to make mistakes with customer 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

Streamlined Store To Store Product Transfers 

• Can dynamically create a purchase order for expecting store to receive against based on what sending store sends – from Send/Receive screens.
• Better tracking to make sure product is making it to its destination.

CLIENT-SIDE REQUIREMENTS
 

Webstore & Marketplace

• TSYS will be required for website integration.
• Zebra 4x6 Label Printers are recommended (but not required) for new marketplace.
• SMTP Email set up if choosing to utilize for customer notifications.