FieldStack Version 11.9

CUSTOMER ACCOUNT FEATURES & IMPROVEMENTS

CUSTOMER PRICE CODES: CUSTOM ICONS

Assign a unique icon to customer price codes to help POS users to easily identify the customer type during the transaction. 29 options to select from (and growing)!

This can be managed under Customers > Price Codes.

When a customer with the special price code (employee discount, municipal charge account, etc.) the icon will appear next to the account-holder’s name.

CUSTOMER EDIT > LAST NOTIFICATION: CONFIRMATION POP-UP ADDED

A confirmation pop-up has been added to ask users to confirm they would like to resend previous customer communications from within Last Notification button on Customer Edit. No more accidental sends!

ITEM LIST IMPROVEMENTS

ITEM EDIT: APPLY MULTIPLE ATTRIBUTE VALUES FOR THE SAME TYPE AT ONCE

Users can now add multiple attribute values to a SKU at once from a given attribute type. A message will appear if any of the selected values have already been applied to the item.

ITEM EDIT: CREATED ON & CREATED BY ADDED 

When items are created, a timestamp and the user who created the item are generated and saved in item history for future reference. This can be seen when the details of an item are opened to view or edit the item.

BUYING TAB: DYNAMICALLY SEARCH ORDER BINS

When viewing items on the Item Listing screen, users can now type to search ahead in order bin list on the buying tab and more efficiently navigate to the appropriate selection.

ITEM LISTING > HISTORY TAB: IMPROVEMENTS TO TIME SLIDERS 

A Clear button has been added to the time sliders on the Order History, History, and Info tabs within the Item Listing page to more easily reset time periods. Error messages will now appear if an invalid period is entered.

PERPETUAL INVENTORY TAB: DESTINATION STORE DISPLAY

When a store-to-store transfer is created, and stock is sent out of a bin/storage location, items will reflect the destination store on the related line in the Item Perpetual Inventory tab. This tab is accessed by double-clicking the location quantity on hand in the Qty tab of Item List.

MARKETPLACE FEATURES 

MARKETPLACE CENTER: PULL IN SELECTED ITEM DETAILS BY DEFAULT 

 Action Required 

Location Setting: Default to Selected Item in Marketplace Customer Service

Default = False

When set to True, users can expect details from the selected item to automatically be pulled into tabs within Marketplace Center without having to check “Selected Item” box. This would alter the view from order details to item details in all cases.

SAME DAY/BOPIS LABELS: SPLIT ORDER INDICATOR/MESSAGE ADDED TO SHIPPING LABELS

For orders that are split across stores or fulfillment centers, employees and customers will be notified with a message that other items may be fulfilled separately.

BLOCK CUSTOMER ACCOUNT SHIPPING ADDRESS

Block and prevent customer addresses from receiving same-day delivery orders

User with Marketplace permissions can block addresses from specific customer accounts. In Customers > Find Customer, right-click any customer and select View Same-Day Delivery Addresses. A form will open containing their shipping addresses. Click Add Block Instance to set a time frame to block orders to that address.

MARKETPLACES > SHIPPING SETTINGS: BLOCK ADDRESSES

Block and prevent specific addresses and zip codes from receiving same-day delivery orders

Under shipping settings for same-day delivery, users can now block individual addresses and zip codes from order eligibility. Blocks can be set by period and edited or deleted at any time. Reasons for blocking are also tracked.

By Address: In the Block Addresses by Search tab, simply search for the address and ensure the “Is Same Day Delivery Eligible” box is unselected next to any customer who should be blocked.

By Zip Code: In the Blocked Same Day Delivery Zip Codes pop-up window that appears, enter the zip code, time period, and reason for the block. Blocks can also be removed or edited from this window.

Block Addresses will bring up a form displaying any customers who receive orders at that address. Block Zip Codes will bring up a simple form to exclude an address from SDD ordering:

CROSSDOCK GRID & REPLENISHMENT GRID 

CROSSDOCK FORM: VALUES ARE SAVED AND REFLECTED WHEN RE-OPENING EXISTING FORMS 

When the Crossdock Grid is opened for an order that has a saved/in progress crossdock, the form will now show the saved quantities and allow users to make additional changes.

CROSSDOCK FORM: QUANTITIES LOCK FOR STORES THAT HAVE RECEIVED AN ITEM

When a store has received any quantity of a specific item, the cell for only that store (not the entire row) will lock and allow the user to continue adjusting inventory for other locations.

CROSSDOCK FORM: WHEN A CROSSDOCK IS EDITED, DATE AND TIME IS SAVED AND DISPLAYED

A last saved date/time now appears when users access an existing Crossdock Grid.

REPLENISHMENT GRID: TABBING

Tabbing has been rectified on the Replenishment Grid to allow the user to tab from one line to the next in store order.

REPLENISHMENT GRID: HIGHLIGHTING

The Replenishment Grid will now highlight the cell you are working in. This assists with tabbing and when a large amount of lines items is in the grid.

POINT OF SALES IMPROVEMENTS

SEARCH INVOICES > REVERSE TRANSACTION VOID PAYMENT FORM REDESIGN 

When using Reverse Transaction at the Search Invoice screen (if permissible), users will now experience a Transaction Void Payment window that matches the design and layout of the new POS.

SEARCH INVOICES: COLUMN FILTERING

Users can now filter columns in the Search Invoices window to quickly confine information. Filter options will display for every value included in each column.

SEARCH INVOICES: VIEW RECEIPT BUTTON

A View Receipt button was added to Search Invoices on New POS so that a Receipt image can be viewed on screen.

FIND IN STORE

“No Locations Available” displayed when an item has no store inventory or scan location

If an item has no inventory or scan location, a “No Locations Available” message will clearly display to users when the Find In Store button is selected in New POS. Tapping OK will close the form.

BUYBACK SIGNATURE RECEIPTS

Setting added to better format signature-required receipt acknowledgements in buyback mode 

Receipts can be configured via location settings to quickly format and print signature requirements in Buyback Mode. If changed to true a separate customer receipt and buyback disclaimer receipt will print.

Action Required 

Location Setting: Require buyback detail printed with disclaimer?

Default = False

BUG FIXES

Point of Sale – Alt + F was pulling up item search instead of applying the Buyer Award on a selected line item in a sale. This has been fixed.

Point of Sale > Search Invoices – When scrolling through transactions in Search Invoices on new POS, the transaction details would not refresh or fill in until the transaction row was clicked or tapped. Details will now fill in as a user scrolls.

Marketplace Orders – Tracking Numbers would sometimes not get recorded on an order or would get overwritten. Going forward all Tracking IDs should save on the item lines in the order.

Store Group – If a user with non-manager/admin permissions changed the store group, they could encounter error pop ups when doing many actions. This has been fixed so that if they change the store group, they can move forward with normal functions.

Marketplace Buy Postage – There were scenarios where altering an order during Postage Select would default the order to Curbside shipping and print a Curbside label instead of a shipping label. This was caused when the weight was altered which could sometimes default the Carrier and Class to internal settings.

Label Printing: Consolidated Orders – When receiving a large consolidated order with hundreds or thousands of pieces, a timeout would sometimes occur. This would cause large amounts of blank labels to print. The window or time has been increased to sidestep this timeout error and fix the label printing issue that would occur.

Points – Refunds to an online purchase that was bought with points and credit card would sometimes refund the customer with double points. This has been fixed and will not happen going forward.

E-gift Card Item Customizations tab – In some versions of the FieldStack Application, the item Customers tab was missing on items that had customizations such as E-gift cards. This tab will appear for all items that have this feature.

E-gift Card Resend Electronic button – The button to Resend the notification on E-gift cards has been re-established.