Note: If you need to cancel before you press the Post Order button, you can press the Undo New Order button, and it will convert the transaction back into a sale.

New Preferred Vendor Option in Receiving Screen #

All RetailEdge inventory items have a preferred vendor associated with them.  The preferred vendor is used for inventory reporting and is the vendor that gets used for auto generating a purchase order.   This preferred vendor does not get updated when receiving from another vendor.   RetailEdge now allows you to adjust this preferred vendor during the receiving process.  This can be help you maintain your inventory’s vendor information when old vendors are no longer available or if you are switching  vendors for a particular product.  Note:  You have always been able to change this preferred vendor directly on an item from the inventory manager or when editing an item on a purchase order.

New Organizational Settings #

In the Tools > Settings Menu we have added an Organizational Settings (All Settings) option.  These settings control the Customer and Inventory User Fields Names and allow you to create Custom Subtotals for items from the Weight, Age, EBT Item Editor page.

In addition, since the Security Action List is a Organizational Setting (enterprise wide), this version copies over the Action List editor to the Organization Editor. In a future release we will remove the option to edit these settings from the Location Settings. In order to make this change, we added some security settings to be able control access to these settings. You may need to modify the action level settings if you had the location settings action level something other than 99 (highest level).

Customer and Inventory User Field Names #

Changing customer and inventory user field names can help you identify the fields use.  For instance, you could rename your user fields, something like Season Code, Web Item, Image Name depending on how you want to use it.    If you are editing the User Field Names, be aware that:

1. this will affect these field names on all workstations and locations in your organization.  So before you update these fields, you need to make sure that all workstations and locations have been updated to this this program version.  And in a multi-location or Island Workstation environment, all the locations are syncing so that they can receive the change.
2. this change affects anywhere these custom fields are used.  This includes:
   • report filters,
   • discount rule filters (user name season codes),
   • export filters (Shopify tags and filter values ),  and
   • import templates.

Although changing these values can help to identify what the field is being used for, care should be taken when changing user field names.

Custom Subtotals #

Custom Subtotals allow you to rename the Custom Subtotals displayed on the Weight, Age, EBT Item Editor page and on the Sales Screen.  Custom Subtotaling can be useful for SNAP/EBT, Loyalty Program Eligible totals, or any other to subtotal that you might need information about during the checkout process.

Item Info, Cust Info, and Tax Info and Buttons #

Sometimes you might want to view a little more information about the sales tax collected, about the customer or items on the sale.  This version has three new buttons allow you to quickly see this this information from the sales screen.

Prevent Item Sales from other locations #

This version added the ability to prevent sales of items from certain locations. This can be helpful for multi-location businesses that carry products that can’t be sold in different states or when creating different add-ons for different locations (e.g., certain wines can be sold in one location or bottle deposits are different in different states).

This option can be found on the Location page of the inventory editor.  When Prevent Sales is selected for a particular item, the item can’t be added to the Sales Screen in the selected location.

PICS now looks up Vendor and Manufacturer’s Part numbers scans #

When scanning items into the PICS (Physical Inventory Collection System) list, RetailEdge will now recognize Vendor and Manufacturer part numbers.  This can help you scan and identify items that have not been tagged with a RetailEdge barcode label or where items scanned have just a manufacturer’s part number barcode on them.

The scanned value will show up in the list to allow you to easily see which barcode was scanned on entry.  And as always, the description will be populated in the grid if the item is found in the inventory.

Clerk IDs Now Required if Security Is Turned On #

When security is turned on from the Location Editor, it will now require that Track Clerk IDs is also checked.  This can cause some issues for users who were not tracking clerks on the Sales Screen but wanted security turned on for other functions.   To get around having to enter a Clerk ID for every sale (even if security is set to 0) you should consider creating a generic clerk with a simple Clerk ID that you can use (e.g., 1) and then setting your Security Mode in the Workstation Settings to Workstation  Based with a Short Idle Lockout value (e.g., 2 minutes).

Update Prompt when Running a Customer Facing Display #

We have seen with some users running customer facing displays, that the update confirmation screen gets displayed on the Customer Display and not the main screen.  This can make RetailEdge appear to freeze.  Just close the confirmation box  on the rear display with your mouse (or press ESC), and choose Program Updates again from the Help Menu.