Chain Web v. 2.10.70
New Report based on EOD
New report showing sales per itemgroup where period is based on EOD (End of day). Made based on report 0600.
| Report details Sales per item | |
|---|---|
| Filename | 0609_SalesPerArticleWithBreakage |
| Data Source | Lindbak POS Reporting DW and Lindbak POS Message Service |
| Selection | Comment |
| Date from | Default last available End of day |
| Date to | Default last available End of day |
| Relavant hidden parameters: | |
| pRetailStore | Store, default 1001 |
| pReasonCodesExcluded | Reasons codes which will be excluded from breakage fields. Default 14 and 15. |
| Columns - One row per item group | |
| Article Group Key | Article group key |
| Article Group name | Article text |
| Quantity | Quantity sold |
| VAT Class | Shows 4 if VAT% is 8, Shows 3 if VAT% is 15, shows 2 if VAT% is 25, shows 1 on all other values |
| VAT % | VAT percentage |
| Ex. VAT | Shows sales excluding VAT |
| VAT | Shows VAT amount |
| Sales w/VAT | Shows sales including VAT |
| Butikknr | Retail Store |
| Net Cost | Net cost |
| Breakage Quantity | Quantity of broken items |
| Breakage Net Amount | Net cost of broken items |
New report showing top sales per item
In order to follow up on sales, a new report is created, showing top x sold items, grouped by area, item group or store.
NB! Report require Lindbak POS Reporting version 69.
| Report details Top sales item | |
|---|---|
| File name | 0454_TopSalesPerItemWithItemInfo |
| Data source | Analysis services (Cube) and Lindbak POS Reporting DW (Database) |
| Selections | |
| Date from | Default today |
| Date to | Default today |
| Compare date from | Default same day in same week last year |
Compare date to | Default same day in same week last year |
| Retail store | Default all |
| Article area | Default all |
| Article group | Default all |
| Grouping | Default area |
| Count | How many items to show - Default 10. Default valuye can be change in hidden parameter pCount |
| Sort type | If items sould be sorted by best or wors - Default best. Default value can be change in hidden parameter pSortType |
| Sort measure | What mesure to sort by. Available measures are Amount, Quantity, Net Cost, Gross profit or Gross profit %. Default Amount |
| Include VAT | If VAT should be included in sales amount or not. Default Yes. Default value can be changed in hidden parameter pIncludeVAT |
| Vendor | Default all |
| Subvendor | Default all |
| EAN list | Default empty |
Columns - One row per item | |
| Area | Article area |
| Grp | Article group |
| EAN | EAN |
| Item name | Item name |
| Article info | Label text 2 |
| Date from | Date to |
| Quantity | Quantity sold |
| Turnover | Sales amount |
| Gross profit | Gross profit |
| Gr. prof. % | Gross profit percentage |
| Compare date from | Compare date to |
| Quantity | Quantity sold |
| Turnover | Sales amount |
| Gross profit | Gross profit |
| Gr. prof. % | Gross profit percentage |
Sales Report per department/area based on EOD
New report showing sales per department in 4 tables divided by Article group numbers. Period is based on EOD (End of day).
| Report details Sales per department | |
|---|---|
| Filename | 0608_SalesPerDepartment |
| Data source | Lindbak POS Reporting DW database |
| Selections | Comment |
| Retail store | Store, default first store in list |
| Year | Default current year |
| EOD Date from | Default last available EOD |
| EOD Date to | Default last available EOD |
| Include nonsale | If nonsale is included in sale. Default true |
| Relevant hidden parameters | |
| pArticleGroupList1 | Add Article Group numbers for Articles to be displayed in first table (Fuels) |
| pArticleGroupList2 | Add Article Group numbers for Articles to be displayed in second table (Retail goods) |
| pArticleGroupList3 | Add Article Group numbers for Articles to be displayed in third table (Automatic Car Wash) |
| pArticleGroupList4 | Add Article Group numbers for Articles to be displayed in fourth table |
| pIncludeNonsale | If Include nonsale should be default true or false |
| Columns - One row per distinct combination of Department, Article Area and Vat% | |
| Department | Department number |
| Dept name | Department name |
| Area no | Article Area number |
| Area name | Article Area name |
| Quantity | Quantity sold |
| VAT class | Shows 4 if VAT% is 8, Shows 3 if VAT% is 15, shows 2 if VAT% is 25, shows 1 on all other values |
| VAT% | VAT percentage |
| Ex. VAT | Shows sales excluding VAT |
| VAT | Shows VAT amount |
| Sales w/VAT | Shows sales including VAT |
Sales report per item/itemgroup based on EOD
New report showing sales per item / itemgroup where period is based on EOD (End of day).
| Report details Sales per item | |
|---|---|
| Filename | 0607_SalesPerItemInGroup |
| Data source | Lindbak POS Reporting DW database |
| Selections | Comment |
| Retail store | Store, default first store in list |
| Year | Default current year |
| EOD Date from | Default last available EOD |
| EOD Date to | Default last available EOD |
| Include nonsale | If nonsale is included in sale. Default true |
| Article group | Default All |
| Relevant hidden parameters: | |
| pIncludeNonsale | If Include nonsale should be default true or false |
| Columns - One row per item. Group by Item group / VAT | |
| EAN | Ean |
| Item | Article text |
| Quantity | Quantity sold |
| VAT class | Shows 4 if VAT% is 8, Shows 3 if VAT% is 15, shows 2 if VAT% is 25, shows 1 on all other values |
| VAT% | VAT percentage |
| Ex. VAT | Shows sales excluding VAT |
| VAT | Shows VAT amount |
| Sales w/VAT | Shows sales including VAT |
Receipt Journal Access
There is a new tab named Journal Access in user view. In this tab user is able to choose one of two options. This choice impacts to which stores user has access in Receipts Journal. After selecting the first option, available stores
match permissions given in User tab. When second option is chosen, user has access only to stores which are included in the selected configuration group. If user has "Manage receipts for all stores" access role, all stores are
available in Receipts journal view. If user has access to the configuration group which has become empty or inactive, available stores match permission from User tab.
Journal access tab in editing user view will be visible only if configuration parameter JournalAccessStoreConfigurationGroup is set to true (default value is false)
Password requirement when changing password in POS and Chain Web
New system parameter CashierPinCodeLength has been added. It defines the minimal length of the cashier password. Default value of this parameter is 6. When cashier's password is changed, it will be validated if it is shorter than the value defined in CashierPinCodeLength parameter. Additionally, the current password cannot be reused as the new cashier password.
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Improvement
| Module | Description |
|---|---|
Accounts receivable | Manual adjustment of credit balance (RTC-8235) User with permission is able to correct customer credit balance. There is also a possibility to check the balance history. Corrections of the balance will be saved in the balance history as a recharge or as a deduction of funds. |
Balance | ReceiptJournal requires store to be selected (RTP-12435) ReceiptJournal requires store to be selected When a HQ user filter receipts in Receipt Journal and does not select a store filter - receipts for all stores will be shown by default. Refund (RTP-12075) When an active campaign price is lower than the originally paid price of an item it is refunded without errors. Add permission for edit balance older than x hours (RTC-9862) New system parameter "EditBalanceNotPermittedIfOlderThanHours" which defines time (in hours) after which the editing of balance will not be permitted if user is not HQ user or does not have proper permission. |
Customer Orders | Editing a row in Customer Order (RTC-10476) Net cost field has been renamed to Weighted net cost. This field's working principle didn't change - Weighted net cost is equal to the result of multiplying the UnitNetCost by the QuantityOrdered. There is also a new field named Net cost and it's equal to net cost field in the database. Deleting and Updating C&C orders (RTC-13761) When a click & collect order is deleted in EG POS, the order will be marked as deleted and also the picking order details with lines will be deleted from Chain Web. The picking order will be correctly marked in Chain Web with the PickingOrderStatus = Delivered after the picking will be finished in EG POS. |
General | Simple search (RTC-14386) Improvements were made to the "simple search" in the Items grid, in customer search of sales/ orders/ grids and and in the other Chain Web areas where the simple search is used. |
Gift card | Migrate all data (RTC-8096) New job AllGiftCardsExporter has been added to the GiftCards Integration package. It exports all giftcards (both active and inactive) with transactions to the blob GiftCardUpdated2 (contract in gifcardservice version 2). This job should be enabled only when giftcard service version 2 is used. Resend digital gift card (RTC-14111) There is a DigitalGiftcardEnabled in System Parameters. It decides which button to show in Gift cards view. If this parameter is set to true, user has the possibility to resend gift card. If this parameter is set to false, user has possibility to remind PIN. |
Item | Search for items per store (RTC-13062) User is able to see items for each store when using "Search for item" (simple search) in the Items' grid. |
Order Dispatch | Returning order lines (RTC-11715) It is not possible to return more order lines than allowed - for example, when user is trying to return the same order line in two separate browser windows. The proper message is visible in three languages - English, Norwegian and Swedish:
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Reports | Bestseller report (RTC-13118) We have changed name of "sum" column to clarify that amounts are in thousands Changed report: Bestseller (0041_BestSellerPerStorePerArticle) Sales statistics report (RTC-10886) Some improvements have been made in report Sales statistics. In some cases, values for gross profit % excluding campaign would show n/a insetead of percentage value. Changed report: 0714_SalesStatisticsWithDrill Report 8002 - Credit Sales (RTC-12775) Deleted receipts are no longer shown in report 8002. Selection on price channel in reports (RTC-13892) To improve reporting on sales from different channels, we have added Price channel as selection in following reports: Cashier statistics report (RTC-13893) To improve following up cashiers, we have created new report. Translation: "No reports available" (RTC-14193) If there aren't any reports in the Reports view, following messege is displayed: "Ingen rapporter tilgjengelig". |
Shift Balance | Balance date is set to "End Shift" date (RTC-14353) When balance is configured to use shift, the balance date in shift balances is equal to the date of End Shift. Expected values on tenders while doing edit balance operation (RTC-14602) The proper expected values for tenders are displayed while editing shift balance or new cashier balance registration. |
Stocktaking | Stocktaking improvements (RTC-8023, RTC-7724) The following changes are implemented in the stocktaking module:
There are some changes in stocktaking's area. In some grids there are new columns: Created by, Modified Date and Modified by. Those columns are hidden by default. Also, Date column is renamed to Created Date. |
System | Logging in Integration Platform (RTP-12974) A logging issue with LIP in cloud where disconnected users was logged as exceptions is corrected. |
User Management | Filter on modified date (RTC-9094) User is able to filter modified date column in the User view. |
Chain Web v. 2.10.61
Document status:
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New report showing sales per department in 4 tables divided by Article group numbers. Period is based on EOD (End of day).
Report details Sales per department | |
File name | 0608_SalesPerDepartment |
Data source | "Lindbak POS Reporting DW" database. |
Selections | Comment |
Retail store | Store, default first store in list. |
| Year | Default current year. |
| EOD Date from | Default last available EOD. |
| EOD Date to | Default last available EOD. |
| Include nonsale | If nonsale is included in sale. Default True. |
| Relevant hidden parameters: | |
| pArticleGroupList1 | Add Article Group numbers for Articles to be displayed in first table (Fuels). |
| pArticleGroupList2 | Add Article Group numbers for Articles to be displayed in second table (Retail goods). |
| pArticleGroupList3 | Add Article Group numbers for Articles to be displayed in third table (Automatic Car Wash). |
| pArticleGroupList4 | Add Article Group numbers for Articles to be displayed in fourth table. |
| pIncludeNonsale | If Include nonsale should be default True or False. |
Columns - One row per distinct combination of Department, Article Area and Vat%. | |
| Department | Department number |
| Dept name | Department name |
| Area no | Article Area number |
| Area name | Article Area name |
| Quantity | Quantity sold. |
| VAT class | Shows 4 if VAT% is 8, Shows 3 if VAT% is 15, shows 2 if VAT% is 25, shows 1 on all other values. |
| VAT% | VAT percentage. |
| Ex. VAT | Shows sales excluding VAT. |
| VAT | Shows VAT amount. |
| Sales w/VAT | Shows sales including VAT. |
Sales report per item/item group based on EOD
New report showing sales per item / item group where period is based on EOD (End of day).
Report details Sales per item | |
| Filename | 0607_SalesPerItemInGroup |
| Data source | "Lindbak POS Reporting DW" database |
Selections | Comment |
| Retail store | Store, default first store in list. |
| Year | Default current year. |
| EOD Date from | Default last available EOD. |
| EOD Date to | Default last available EOD. |
| Include nonsale | If nonsale is included in sale. Default true. |
| Article group | Default All |
| Relevant hidden parameters: | |
| pIncludeNonsale | If Include nonsale should be default True or False. |
Columns -One row per item. Group by Item group / VAT | |
| EAN | EAN |
| Item | Article text. |
| Quantity | Quantity sold. |
| VAT class | Shows 4 if VAT% is 8, Shows 3 if VAT% is 15, shows 2 if VAT% is 25, shows 1 on all other values. |
| VAT% | VAT percentage. |
| Ex. VAT | Shows sales excluding VAT. |
| VAT | Shows VAT amount. |
| Sales w/VAT | Shows sales including VAT. |
Daily report for fuel sales
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In order to report on fuel stock and sales we have created a wet stock report. This report allows the user to monitor whether the actual fuel stock is correct compared with the amount of fuel sold.
Report details Wet stock | |
File name | 0750_WetStock |
Data source | Reporting cube (Olap) |
Selections | Comment |
Date from | Default 1. of previous month. |
Date to | Default last day of previous month. |
Retail store | Default all |
| Relevant hidden parameters: | |
| pVariance | Threshold when to color columns for Daily Variance orange. Default 200. |
| pVariancePrc | Threshold when to color columns for Daily Variance %. Default 0,75% |
Columns - Report is grouped per fuel tank group, showing one row per day in selection. | |
Date | Date |
Opening Stock | Stock from automatic or manual reading. If not available it will be calculated. If calculated values will be shown with pink color. |
| Deliveries | Delivery transactions (from Chain). |
| Sales | Sales for tank group (from POSLog) |
Adjustments | |
| Book Stock | Opening stock + Deliveries - Sales. |
| Actual Stock | Stock from reading. |
| Water Measure In Tank | Water in liters, if value is not 0 it will be colored red. |
| Daily Variance | Difference between actual and book stock in liters. If value exceeds value from pVariance it will be colored orange. |
| Daily Variance % | Daily variance divided by sales, in percentage. If value exceeds value from pVariancePrc it will be colored red. |
| 5 Day Cumulative Variance | Difference between actual and book stock in liters, last 5 days. |
| 5 Day Cumulative Sales | Sales for tank group, last 5 days. |
| 5 Day Cumulative Variance % | Daily variance divided by sales, in percentage, last 5 days. |
| 31 Day Cumulative Variance | Difference between actual and book stock in liters, last 31 days. |
| 31 Day Cumulative Sales | Sales for tank group, last 31 days. |
| 31 Day Cumulative Variance % | Daily variance divided by sales, in percentage, last 31 days. |
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Improvements
Module | Description |
|---|---|
| Balance | Shifts receipts in Receipt Journal (RTP-11724) New shift and end shift receipts are displayed in Receipt Journal in the same way as in printed receipt |
| Customer | Import of item list in customer group discount (RTC-13360) A loading indicator is displayed when importing item list or item group list to a customer group (for discounts). When the import has finished, a green notification is displayed to inform that the import was successful, or an orange notifications to inform that an exception occured. |
| Dispatch rules | Automatic Reassign: Issue with Delivery Method Configuration (RTC-11608) It is possible to configure automatic reassign for delivery methods defined in CustomerOrderDeliveryMethods system parameter. That means delivery methods for reassign order are expanded to include all delivery methods avaliable in CustomerOrderDeliveryMethod system parameter and are possible to be set in Dispatch Rules -> Reassigning Order as an option for automatic reassign. Additionally, Reassign Order Delivery Methods are no longer dependant on Delivery methods selected in Delivery Methods section.
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| Invoicing | Date when adding payment of invoice (RTC-13609) When adding payment to the invoice, payment date from date picker is displayed and processed in correct format, according to user settings. When for example the user has Norge as region, the date is displayed in Norwegian date format. |
| Gift card | Resend digital gift card (RTC-8266) There is a DigitalGiftcardEnabled in System Parameters. It decides which button to show in Gift cards view. If this parameter is set to true, user has the possibility to resend gift card. If this parameter is set to false, user has possibility to remind PIN. |
Order dispatch | Handle lack of delivery suggestions from DispatchService (RTC-13806) Dispatch orders are processed correctly even if there are no suggestions available from DispatchService. Issue deleting order lines with unsupported characters (RTC-10215) Order line in a dispatch order can be successfully removed even if it contains special characters like: '()", Fix validation of dispatch rules (RTC-12099) Dispatch rules correctly displayed and can be saved with default values. Error messages are displayed correctly when invalid values are entered fields. This is done to increase user friendliness of the dispatch solution, as previously the user would get no indication as to why they were unable to save the dispatch rules. |
| Reports | Deleted receipts in Store settlement report (RTC-12984) Previously, we did not show data for cashier if they only had deleted receipt and no sale. Changed report: 0450_StoreSettlementPerOperator. Report sales per profile (RTC-13527) In order to report sales per profile, Profile parameter is added to the following reports: 0100_WeekReport |
| Shift balance | Fix for inbound amount (RTC-13861) The amount "Submitted to bank" for shift balances is calculated properly. The Inbound amount is not replacing drawer money when registering balance for shift. Balance date is set to "End Shift" date (RTC-14353) When balance is configured to use shift, the balance date in shift balances is equal to the date of End Shift. |
| Stocktaking | Item synchronization performance (RTC-10344) A new database index is added to improve general performance when synchronizing (deactivated/deleted) items from Chain Classic to Chain Web. |
| User management | Create AD users (RTC-12968) We fixed a bug related to changes in AAD integration that broke the functionality in User Management for creating normal AD users. All AD users created during the period that the bug was present will have to be deleted. |
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Chain Web v. 2.10.50
Document status:
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The picking order's ShipmentNumber is updated by Chain Web based on ShipmentTrackingNumber from POSLog provided by AutoStore. That gives the ability for the tracking link to be included in the email sent to the customer.
Improvement
Modules | Description |
|---|---|
Customer order | Disable the order locking functionality by default (RTC-11511) The Customer Order locking feature is disabled by default, the user need to change the value of Chain Web system parameter "CustomerOrderLockingEnabled" to True, to enable it. Parameter description: If set to True Customer Orders will be blocked from being handled in POS and Chain Web at the same time. Preventing simultaneously changes to a customer order (RTC-908) When a customer order is being changed from POS, it will be locked for simultaneously changes from both POS and Chain Web to prevent loss of data. Information is shown in the order details view when the order is locked. Any update/change of the order is not allowed when the order is locked. Users that want to edit the order must wait and try again later. Additional technical information: Order locking feature will work with versions EG POS 3.0.0.12401 or newer. |
Order management | Rejected order lines (RTC-10838) In order to display number of rejected order lines, Reporting imports this status from Retail database. This is done by existing package FactOrderRetail. This package require Retail database version 2.10.0.7 because of new procedures. Note: There are some limitations to this functionality: To get rejected status we need to fetch changes in Retail db and changes in POSLog. In some cases this can result in incorrect status for Order lines.
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System | Upload RIGAL files to Cloud (RTC-849) DirectoryListnerJob job in FileListener Integration package can upload any files to FileService based on a list of predefined content type or a list of Regex'es. The job can be configured to upload Chain/POS files (butikk, vpi, pris and so on), RIGAL files (V, K, M, Varetran and so on) or custom files types based on Regex. Detailed documentation on how the job works and how to set it up can be found in the documentation tab in Integration Platform Management App. |
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When the counting of a count group has not yet started (including when counting was cancelled), the following fields will be blank: counted at, counted by and modified by. This was previously not the case and was confusing for the user. A modified date will be added for the count group with status "Not started", when the counting was cancelled, in order to show the user when it was cancelled.
Improvement
Modules | Description |
|---|---|
Reports | Translations in Report (RTC-10828) The Swedish translations of the price channel names in the dropdown list of parameter pPriceChannels (used in reports 0705/0706 and others) are updated with the following Swedish translations:
Additionally, parameter pWorkstationType two values has new translations (“ITAB” is now changed to “ISA” and “SU” is now changed to “SCO”). |
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| Info |
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Requirements: Enable and configure new job StocktakingEraserJob placed under BackOfficeIntegrationSubscriber |
Improvement
Modules | Description | |
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Cashiers | Default price channel should be "None" (RTC-10067) When creating new user, default price channel is not set by default. | N |
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Version Requirements is located on the menu to the left.
Improvement
Modules | Description |
|---|---|
POS Configuration | Configuration group - can't find store (RTP-3652) Stores are properly returned and can be added in the store group configuration section |
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Version Requirements is located on the menu to the left.
Improvement
Modules | Description |
|---|---|
Balance | Registered balances can be edited (RTP-4041) It is possible to edit balances after registration when system parameter "NewBalanceRegistrationEnabled" is True. |
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Version Requirements is located on the menu to the left.
Improvement
Modules | Description |
|---|---|
Stocktaking | Don't allow creating new stocktaking if last stocktaking is not updated in Chain Classic (TFS: 189347) Now the user will not be able to create a new stocktaking in Chain Web (also with the refreshed stock level for the assigned countlists) inside the same store, until the last POSLog related to previous stocktaking (previous stock results) will be processed/ updated in Chain Classic. Related Chain Classic PBI with the requirements: Product Backlog Item 190077: 2.1.1: Sport1: Stocktaking: New proxy for checking that last stocktaking is finished |
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Version Requirements is located on the menu to the left.
Improvement
Modules | Description |
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Customer order | Search for active orders shows both active and cancelled orders (TFS: 186790) The flag IsCancelled has been added to the response of the GetCustomerOrders3 method in CustomerOrder service. It shows if an order is cancelled or not. Requirements: POS Services 7.76.03703 |
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