• Several improvements and new features to enhance the user experience when working with Customer orders and invoices

• New report allowing retail chains to report on items with expiration date

• Improvements to stocktaking and user management

Date from - Default today

EAN - EAN

Date to - Default today

Item name - Article name

Retail store - Default users store.

Item number - Item number

Department - Default all

Cashier - Cashier number.

Article area - Default all

Date - Transaction date.

Article group - Default all

Per item / Net price - Net price per item.

Data type - Expiration or best before. Default all.

Per item / Price inc VAT - Item price including VAT.

Shelf life date - Default today. This only works if parameter "All shelf life dates" is turned off.

Quantity - Quantity

All shelf life dates - If on report shows all transactions regardless of shelf life date. If off, only transactions with shelf life date from parameter "Shelf life date" is shown.

Cost price - Cost price for transaction (all items)

EAN list - Default none.

Amount - Price including VAT for transaction (all items).

Gross profit - Gross profit for transaction (all items)

Expiration date - Expiration / Best before date

Data type - Expiration or Best before

Reason code - Reason code on transaction.

Action code - Action code on transaction.

Reporting v.59

Accounts Receivable

Can’t use manual payment on invoices that are credited or partially paid (TFS: 169059)

Now it is possible to add manual payment to “Credited”, “Partially paid” and “Not paid” invoice.

Cashiers

Improvements in service for cashier password change (TFS: 172932)

The cashier password is validated based on the values in the PinLastChangedDate column and CashiersPinValidityTimeInMonths parameter (PinLastChangedDate + CashiersPinValidityTimeInMonths < today). This way changes in the 'CashiersPinValidityTimeInMonths' parameter has an immediate effect on all cashier passwords. This change included backwards compatibility with the previous validation method.

Configuration:

The link in the Web.config file for BackOffice should be updated by default:

from:

 <add name="BackOffice.CashierService" uri="http://#BASESERVERNAME#/backoffice-service/UserManagement/v1/CashierService.svc" contract="BackOfficeIPingable"></add>

to:

<add name="BackOffice.CashierService" uri="http://chainwebappserver/LindbakRetail.Service.Host.IIS/UserManagement/v1/CashierService.svc" contract="BackOfficeIPingable"></add>

Customers

Hide customer discount on brand (TFS: 173677)

Adding brand discount directly on customer should not be possible until it is supported in POS. When this functionality is added, the system parameter UseCustomerBrandDiscount should be set to True.

Required configuration:

UseCustomerBrandDiscount set to false.

Customer account endpoint not fetched (TFS: 172875)

An issue with sending a customer segment to APSIS has been corrected. 

Requirement: 

ApsisIntegration version 1.7.10 (and higher).

Customer order

Identifying the cashier (TFS: 166635)

The cashier number instead of the username is added to the Salesperson and OperatorID fields in the POSLog. This is done to ensure the identification of the cashier who conducted the sale is correct, so that reports are correct.

Reminder to save changes before exiting customer order (TFS: 173652)

When the user is navigating out of an order with status “Changed without submitting”, a popup reminder to save the changes will appear.

Customer project

Improve project search (TFS: 168305)

Support for search on reference number and reference text has been added in project search.

Requirement:

To apply changes for old (already existing) projects, project full text has to be rebuilded.

General

Log in page (TFS: 173839)

'Lindbak' has been removed from login page in Chain Web and InStore App.

Invoice

New text on invoicing regarding remaining total to pay (TFS: 170780)

On the invoice pdf, the previous “Remaining” (NO: Gjenstående) label is replaced by new text To pay (NO: Å betale). It appears on 'Partially Paid ' invoices which are created in POS and displayed in Chain Web menu Invoices. This is done to make the amount the customer needs to pay more transparent.  

No rounding in the invoice journal export (TFS: 172273)

No amounts in the invoice journal export are rounded in order to provide as accurate amounts as possible.

Item search

Changes in item search (TFS: 173145)

When searching for items in Item search, the user will only see items that exists in the store the user belongs to.

Reports

New colors in reports (TFS: 166652)

Changed color scheme in all reports to match the new EG design.

Stocktaking

Sorting and filtering of stocktaking grid (TFS: 169108)

An issue where adding a filter on the 'Counted' column and sorting any other field descending in Stocktaking resulted in duplicating lines when exporting to 'Excel' is corrected. Additionally, multiple issues with adding filters on columns and sorting by other fields than 'EAN' is corrected.

Items not counted should not be treated as counted (TFS: 169380)

Not-counted items were treated as counted, in the event that the user chooses “keep stock level” when creating a stocktaking with the option “items not counted since”. Additionally, all not-counted items contain 0 in 'Counted' column which caused the user to perceive them as not counted. This has been corrected and these type of items is no longer visible in the grid if they have already been treated. Furthermore, the performance of 'Stocktaking Basis Processor' has been improved.

User management

Error message when user is required to change password on next login (TFS: 174312)

An error message was shown, when the user logged in after “Password reset is required on next login” had been selected in the User details page.