2005 Release Notes

Sales

• When discounting a piece if the discount exceeds the maximum discount amount within the inventory information then it will pop-up with a message that says this exceeds the maximum discount, would you like to override this and then asks for a password. The default password is INV. If you do not care about the amount of discounting then change your maximum discount to 100%
• There is a new Paid out feature. This allows you to account for cash being taken from the till for small purchases etc.
• In the customer profile if a Ship To address is filled out it automatically brings this information into the sales screen.
• There is now an option to set up an Invoice category, which means that you can set up any sales from a tradeshow etc. and know that they were from that event.
• The note field on the sales screen is now editable.
• When creating a layaway there is a date field which is NOT to be filled in but is automatically filled in with the date that the layaway is paid off.

Deposit/Credit

• The notes field within deposit/credit is now mandatory before completing the deposit or credit.*
• A disclaimer is now an option to print on the bottom of a deposit receipt. This is ONLY for when a deposit is made, not when deposit is used as a payment method. (To change disclaimer go to Maintenance, Store Setup, Disclaimers)

Account Payments

• When searching for an invoice it will only show the invoices that have a balance owing. To see all the invoices that this customer has had press the show all button and then drop down the list.
• The invoices have now been organized by starting with the most recent invoice created.
• In the top right hand corner the Gift card amount now displays along with all the other customer information displayed.

Customer

• The cash customer (i.e./***) is an un-editable field. This customer is now built in thus you cannot overwrite the customer with another person.
• A Do not call feature has been implemented so when you run a report of people to call those that have a check in the box will not show on this report.
• Gender is now a part of the customer's profile screen. This allows you to run reports based on gender of your customers
• Billing address can now be inputted under the customer's name. Shipping address is a new button on the customer screen that you can fill in and it automatically updates the sales screen when this customer makes a sale.
• Dates is now used for Birthdays or any other date concerned with the customer.
  • Events is now used for any event you may be putting on, or other events such as Baptism, graduation etc.
• There is now a Gift registry button that gives information about this particular customer's gift registry (History field). It is also linked to the gift registry.
• There is a new button called Maintenance. This allows the staff to fill in when the customer needs to come in for a jewellery check-up. A pop-up reminder will show that it needs a check up.
• The customer wish list screen now shows the On-hand level of the products.
• When searching for a customer you can now use Address field and type in the house number, street name or type and city in the corresponding box.
• Under the miscellaneous tab there is a Special Circumstances box that will pop up whatever text is typed in it when the customer is selected.

Gift Certificate/Card

• The reference number in the final screen of the sale will now accept Gift Certificate and Card numbers.
• You are now able to have a client redeem a Certificate/Card that is not made out to them. However you must still issue the GC to a customer.
• A "Returned" radial button has now been added to the certificate/card screen.

Purchase Order

• When you press the "Receive all" button it receives the entire purchase order.
• When you are returning a purchase order, it now says, "Return" instead of forcing the user to enter negative numbers.
• There is now a field to enter in shipping charges and job bag number for the purchase order.

Special Order

• There is a disclaimer for Special Orders that prints out when a print out is created for the special order.
• There is a place on the screen to connect the Special Order to a job bag number.
• On the special order screen there is a cancel checkbox so that even though an order is placed and cancelled you can still track that history.

Gift Registry

• Gift registry screen has been setup similar to the special order screen.
• The gift registry is left editable so you can add to it. It no longer acts complete when you exit.

Inventory

• When searching for inventory you can no w use ring size and whether the piece is current or not to search.
• When searching by Style Number, it will broaden the search to include the number's core value, just in case you only remember part of the sequence.
• The find inventory screen now shows how many pieces are on order (O/O).
• The find inventory screen now has a camera icon to view pictures so that cost is not shown.
• In both find inventory/enter inventory the Supplier name is now alphabetized.
• There is an insurance value box, which allows you to type the current market price of the piece.
• There is a checkbox for serial number now and you must type the serial number in when this piece is received.
• There is a new button called Item Details which shows that displays the received date, cost, insurance value, serial number, order number, and invoice number. This is where you go to see the serial number. Therefore it individually tracks the price changes for every piece that you receive, even those with the same SKU number.
• Under the Inventory Level box there is a minimum and maximum field that allows you to put in a minimum level of this inventory piece and a maximum level. This allows staff to re-order the correct level of inventory.
• Each inventory piece has a current checkbox now. It defaults with a check, which means that it is current.
• There is a mark down button that shows the history of the markdowns on this particular piece with the start and end dates and also the discount off.
• There is a special circumstances box, which allows typing text about this piece and puts a check mark in the box and your text will pop up whenever this SKU is used. (i.e./ receive a free gift with this piece)
• System now tracks the ages of reused SKU's and whether or not it is a special order item.
• In the Notes button there is a magnifying glass that allows you to look up/print notes field for the inventory item.

Job bags

• A print image has been added on to the full-page receipts.
• The user can now change or add a supplier name on job bag after the job has been entered.
• There is a "cancelled" box now so that if no work is actually done, it can be marked as that way in the computer.
• In the inventory SKU for job bags stock item and custom there is a maximum discount spot to allow the job bags to be discounted or have a level of discounting.
• There is now a Quoted box, for staff to put how much the customer was quoted for the job. This also prints on the service receipt.
• When printing out the service print out you now need a password, which is SP. Then press enter to print the print out.
• The instructions for the suppliers are viewed by clicking the paper and magnifying glass icon to the right of the supplier code. This is not the instructions button at the bottom!
• The instructions button now shows the service task and the details of the piece for the workshop.
• New area called Additional Information to type more details about the job bag.

Time Clock

• There is now a calendar that pops up when you click on the date field.
• There is now a notes field and a corresponding report in the Time clock section.
• To clock out you must first clock in.

Receipts

• When a customer pays for a piece with in-store Credit the receipt lists the remaining amount of credit left on the account.
• In Maintenance you can now set the amount of receipt copies that you would like of certain receipts. (If the receipt you would like is not an option then it defaults to one copy)
• You can now print images on receipt copies. This is done by going to maintenance, store setup putting in the password and checking off Images on Invoice?
• On the layaway invoice receipt for balance due it now gives the heading layaway
• The customer's address can now be printed on the receipts. In general, if the Store Set up has the customer address checkbox as on, then all receipts will print the customer address.

Maintenance

• In system, link data there is now 5 linking tables. They must all be linked to make Executive work correctly.
• Under security you can group employees under a certain group to put a certain security level related to that group.

Functions

• A retail price field has been added to the Universal Product Changer. This will change all of the retail prices of the items that are selected, to the amount entered.
• You can now search by the style number under the universal product changer.
• You are now able to use the SKU or item number for a product markdown.
• Jewellers with more than one location are able to export to all stores at once.
• When doing an auto-reconcile you must type in the serial numbers on the last screen. The pieces must be scanned in but put aside so in the final screen the serial numbers can be added in. Please see the updates manual for more details.
• When transferring a piece with a serial number into a location you must type in the serial number of the piece. When you transfer out you need to select the corresponding serial number that you are exporting.
• A warning has been placed in the import/export screen to caution users when doing an import/export, telling them that everyone must be out of Executive to do this and to check the size of the 'ToLocation" file to avoid any errors.
• The customer merge now works when doing a batch merge.

Tags

• Tags have now been cued with a return sale as well as the purchase orders.
• The user now has the "on hand" drop down box as an option when selecting tags.