The page header for modifying store tax rates and cash drawer settings has been changed for added clarification. The new heading is "Modify Tax and/or Cash Drawer". From this page the user is able to modify the minimum and maximum cash drawer settings as well as tax rates.
Setting Min/Max Cash Drawer amounts adds another level of security to your cash drawer. With these settings set it will notify the user whether they have exceeded the amount or have not met the appropriate amount. When setting the cash drawer min and max remember to set realistic amounts, so that at each opening and closing of bank it will be helpful. Merchants that have shift changes or cash drops throughout the day, this will help with making sure there is an appropriate amount continuously in the drawer.
Under Management->Hierarchy->Modify Hierarchy (Register), only allocated registers will appear in the drop down selection to be modified; register that have been terminated will not appear in this listing, as there is no need to modify a terminated register and the list is now more streamline.
Terminating registers to free a license that is either not in use any more to be repurposed, is the main reason to terminate. Once registers are terminated that is the end of the transaction life for that ID. Terminated register can't be restored so merchants will need to be careful that the register will not be needed as that ID. Merchant may also want to terminate registers that have moved stores or locations to start a fresh sales data string for reporting.
Variance of Cost and Quantity in Merchandise Receiving
If Price and quantity are changed to a lesser value when receiving against a purchase order, an alert message will display to notify user of the variance. If cost and/or quantity are changed to a lesser or higher value the variance will show in red on the PDF receipt. The report visually emphasizes the change, so that a user can further look into the variance as needed, as part of the internal audit process.
Modify Customer Details
The user has the ability to modify customer information previously input. This is to help maintain a current/accurate customer list for promotions or other uses by the merchant.
A customer list is a useful edge to use to engage your clientele. It can be used to track purchase history, make recommendations, and help provide shopping incentives to your most loyal shoppers. Before any of these can be put into practice you'll need to create the customer database; easily done by adding a reminder to prompt the user at the end of the sale to add the customer to the database
Once in the database, you can use that information however it seems fit, through an email blast or a special sale announcement; perhaps a newsletter, informing the clients about new products or changes in the store.
Purchase Orders Over 50 Lines
When creating a purchase order (PO) with over 50 lines of items, the PO will now retain information from the existing lines of data after an error has occurred to be saved again. Users will be able to save every line over 50 after an error without any data loss.
There are three steps to creating a Purchase Order, create, approve, and send. Once a purchase order has been sent (if email is found for vendor, and email settings are entered) it can be emailed to the vendor and received off of. By default a purchase order has 50 lines, after selecting your criteria, there are options to add additional lines underneath the item fields. So if you needed to order more than 150 items, you would select the 250 tab and enter items. Allowing for larger orders to be processed and to be able to receive large orders quickly.