2008 Release Notes

The following changes were made to the 2008 Version of Executive. Other modifications may have been made since the release, see [Updates#2008 Version|Updates].

Main Executive Program

Account Payment

• Fields have been added to allow the payment of Gift Cards and Certificates that were charged On Account, much the same as paying an Invoice charged on Account.

Auto Reconcile

• The Clear All button is now password protected, so that a user can not accidentally clear the reconcile list.

Customer

• The Postal/Zip code field has been enhanced, so that depending on your Province/State it will format the code properly. For example, it will force n1h4e6 to N1H 4E6.
• The Customer Type field will now default to Retail, it can no longer be left blank.
• In the Customer Find screen, you are now able to search by Spouse Work and Mobile numbers. You can also search by partial phone number.

Email

• You are now able to Email Appraisals and Invoices through Executive. The email will include the attachment in Microsoft Snapshot format, which can be downloaded and viewed by the recipient with MS Office or a free download of Snapshot.

Gift Cards/Certificates

• You can now use payment method On Account to pay for the purchase of a Gift Card/Certificate.

Importing/Exporting

• Exporting from the main store will now track Supplier Code SKU changes, ensuring the change is made at all stores accordingly.

Inventory

• You are now able to filter inventory by location, adding more flexibility for retailers with multiple store locations.
• The Product Location field in the inventory screen is now password protected for users with Read Only Access, those given permission must double click on the field and enter the password to change this field. Users with Full Access are not affected.

Job Bags

• Service Printout now includes Materials and Findings costs, as well as Supplier Price and Cost.
• There is now a locking mechanism on Job Bags. If a job bag is being edited, other users will receive a message that they are unable to make changes to the Job Bag and are made aware that it is already in use by another user.

Layaways

• If a layaway is started and completed on the same day, it is now switched to a regular sale for accounting purposes.

Miscellaneous

• The Installation Path for Executive has moved back to C:/Executive/ from C:/Program Files/Executive/. This allows better compatibility with Windows Vista.
• There is now the option of printing using horizontal half page receipts, choose this using Half 2 as your receipt type.

Rattail Tags

• Tags printed using the WIN Driver now have a font that is larger and easier to read. The barcode font was also updated for enhanced scanning quality.
• '306' style tags printed using the EXE Driver now have a larger SKU for increased readability.
• You are now able to create a Custom Rattail Tag, with 8 blank lines to enter custom text to supplement standard tags.

Special Order

• There is now a Find Filter for Special Orders.
• If there is a special order associated with a sale, a reminder will pop up, allowing you to complete the Special Order item without needing to exit the sale and transfer it from the Special Order screen.

Transfers

• Extra safeguards added to protect against transferring in and out of the same location, as well as warning when required fields are left empty.

Universal Product Changer

• You are now able to filter by In Stock and On Hand.

Executive Reports Program

Report - Customer

• You are now able to filter customers by source description in the customer report section.
• Customer Events report now sorts by the associated Employee.
• The Customer Export will now export all phone and mail contact information, for both the Customer and their Spouse.
• You are now able to run a 'Customer Maintenance Report' to find upcoming dates for scheduled maintenance. This can be found in the top menu in reports, clicking on Reports, Customer, Customer Maintenance.

Report - GMROI

• You now have the option to show or hide items that are not assigned departments in the GMROI report.
• Price Points are now automatically updated when you generate your On Hand Levels. This updating process has also been made faster and more efficient.

Report - Inventory

• You are now able to filter by Inventory Cost, in addition to Price.

Report - Service

• You can now filter Service reports by Cancelled and No Charge options, as well as by Date Finished.
• You are now able to filter by either Service Departments/Categories/Groups or Inventory Departments/Categories/Groups for the Inventory Used report.

Report - Top Customer

• The Top Customer Export will now export all phone and mail contact information, for both the Customer and their Spouse.

Report - Sales

• The Sales Export will now export Spouse contact information and details.