RetailEdge 2024.07 Release Notes

Published July 9, 2024.

This is a major release that adds over a hundred new features, user suggestions, and fixes.  Some of these changes might affect how you use RetailEdge.  A list of important ones to familiarize yourself with can be found on our website.

New Features and Improvements

1. Added ability to prevent sales of items from certain locations. This can be helpful for multi-location businesses that carry products that cannot be sold in different states or when creating different addons for different locations.
2. Added Custom Subtotals on the Weight, Age, EBT page of the inventory item editor. If selected, sales of these items will display a separate subtotal. This can be useful for special programs like EBT, Double Up Food Bucks, etc. These totals can be renamed from the Tools | Settings | Organization (All Locations) menu item.
3. You can now take 100% deposit on the Touch Sales Screen.
4. Added the ability to reset/set a new Preferred Vendor when receiving an item.
5. Added Tax Info button on Sales Screen to provide an instant display of Sales Tax jurisdiction breakout.
6. Added Cust Info and Item Info buttons to the bottom of the Touch Sales Screens and Status Bar Info to the Traditional Sales Screen to allow users to see detailed customer and sale item information more easily during the sale.
7. Added options to Suppress warning notifications for a selected amount of time. This can be reset from the Misc page of the Workstation settings.
8. Added ability to use weight embedded barcodes as well as price embedded barcodes for weigh scale generated barcodes.
9. Customer and Inventory User Fields can now be renamed through the Tools | Settings | Organization (All Locations) menu item.
10. Added a new Price Update feature to inventory import to allow you to update prices from costs based on fixed margins.
11. Security Action List can now be edited through the Organization (All Locations) menu item. This will be permanently moved from the Location Settings in a future release.
12. Added a new Label Designer (preview). If you are interested in using this function, please contact our support team.
13. The Physical Inventory Collection System (PICS) now includes lookups by scanning of Vendor and Manufacturer’s Part numbers.
14. Change PICS List Grid value from “Stock Number” to “Scanned Value.”
15. Void PIN Debit transaction when the transaction issued cash back will now display a warning to the clerk to get the cash back.
16. Changed captions on discount rule settings from Start and End times to Daily Sale Hours, to clarify what this option does.
17. Changed RetailEdge Versioning from Version 8.2 to the Year and the Date (2024.07) to better convey release dates and program age.
18. Changed Locally to allow RetailEdge to communicate with their new SFTP Servers.
19. Changed Closing Report button caption from “Exit” to “Post Sales” and “Cancel.”
20. Copying a Matrix Parent item will no longer copy the copied item’s matrix definition. Matrix’s parent items that have no undeleted items associated with them can be converted to a regular (non-matrix parent) item.
21. Improved performance of Inventory Quantity Purge. The new procedure ignores items with existing zero quantities.
22. Changed RetailEdge and encryption utilities to allow RetailEdge to work with international characters when turning on Beta Unicode option in Windows Regional Settings.
23. Added better startup error messages when files needed for startup are missing or damaged.
24. Updated Location Grid column names to properly identify Location ID and Business Name Fields.
25. Created a new mail server to provide better reliability when Submitting Support Requests, Sending Files to Support and Signing up for Email Updates from the RetailEdge Help Menu.
26. Customer Display now moves to the primary monitor when the secondary display is disconnected or is turned off allowing the user to take action to fix the problem.
27. Added topic link to Online help on how to associate an item with an existing matrix group.
28. Added additional server checking to triPOS integration to prevent duplicate transactions when contactless card read errors occur.
29. Changed default in triPOS settings in Workstation Credit Card Settings to Check for Duplicates Transactions.
30. Changed Audit Log Purge warning limits to better accommodate users with large datasets.
31. Added warnings when directly editing an item’s inventory quantity that it might adversely affect reports.
32. Updated RECON servers to support newest TLS versions for better communication security.
33. Multiple Cloud Server performance and reliability improvements including installation of new load balancing front-end server.
34. Changed instances of Customer Fax Number to Mobile Number.
35. Shopify Sales, with no billing information, no longer prevents all orders from downloading.
36. Made changes to the Touch Sales Screen to allow the Keyboard button next to the Enter or Scan Item Here… box to work better as a Find button.
37. Quantities for weighed items will now display “weight” instead of “quantity” on inventory editor and sales screens.
38. Added a new Tax-Exempt status filter to customer sales reports.
39. Made modifications to RECON Server that better handles Daylight Savings Time changes.
40. Added additional email and last action date validation for finding existing RetailEdge Customers to prevent customer duplication when pulling in Shopify Orders.
41. Added text wrapping to Notes field in the Customer Editor
42. Modified Clerk Sales Report to include columns for Transaction Count, Average Quantity and Average Sale.
43. Modified Island Local Table Resync Utility to include better logging.
44. With integrated payments, added a delay on the Paid message to the Customer Facing Display to display paid only after receiving the response from the processor.
45. Added new report – Detailed Payments Grouped by Sales Session. This will help businesses that do a lot of intra-day closings/shifts.
46. Added new API server functions to get promo codes and return the server time.
47. Changed API server function GetLocationList to allow a -1 value to get the value of existing location IDs.
48. Added the location of the retailedge.ini file to the Help | System Info form and new hot key to Help About form to open the file (Ctrl-Alt-I).  This will make it easier to find and open this file required for setting-up various advanced features (e.g., sales subtotals, tip departments, custom receipt locations, etc.).

Fixes

1. Fixed Rounding Issue with VAT In Closing Report.
2. Tape style Closing Reports now properly use T88 left margin offsets defined in the device settings.
3. Deleting All Clerks from Clerk List no longer locks you out of program if Security is on.
4. Modified Gift card screen to make it easier to redeem multiple gift cards by scanning the barcode.
5. Customer Import using Customer: Add New Customers AND Update/Replace existing customers now works and allows you to select the key criteria for updating/replacing existing customers. (Cust ID, Last Name, First Name , Street 1)
6. Fixed rounding issue calculating change when posting a sale, when global rounding is on, but is turned off temporarily.
7. Discount Triggered by Sale Total – Amount now properly works when using filters.
8. Pushing new products to Shopify when sales tax is in VAT mode now properly use VAT pricing on Shopify.
9. Remove All items on the sales screen will now remove discount coupons as well.
10. The language receipts now properly display international characters when Windows Beta Unicode settings are turned on.
11. If only one balance (Loyalty, Store Credit, HC) is On, the decimal on the tape style windows receipts is no longer truncated.
12. Discount rule: Inventory Discount by Quantity Total now applies to all items on the sales screen not just the first item.
13. Discounting a zero cost PO is no longer allowed.
14. Adding/Removing an item to a matrix definition and then pressing sort no longer displays an error.
15. Searching for purchase order items with no results and exiting no longer displays an error.
16. Reset Prices on the sales discount screen now properly excludes quantity-based discount rules.
17. Worldpay triPOS connected device is now properly displayed in the Workstation settings after initial connection.
18. Switching Server Connection Settings now works properly when switching IP address and Register ID at the same time.
19. An item that prompts for price with $0 Unit Price now properly displays a discount percent when discounting the item.
20. Multiple sales functions that require clerk tracking are now properly tracking the clerk when Clerk Tracking is turned on, but not Security.
21. Choosing Touch Screen Full on when running RetailEdge for the first time, now properly selects and uses the Full Touch Screen.
22. Resetting the average cost on an inventory item now works properly with costs that go out to four places after the decimal.
23. Items that display notes on the sales screen and gift card redemption screen no longer turn the sales items grid black.
24. Cancelling an Open Order or Layaway from the Customer Manager without an open sales session no longer creates an access violation.
25. Removed the Post Sales option from the Register Status Report.
26. Fixed right-click pop-up menus that were being affected by grid Refresh procedures on the Customer Manager.
27. After adding a customer to the sales screen from the Customer Manager, the Customer Information (Sales History, Credit and House Charge balances, etc.) is now being displayed properly.
28. Fixed error while making house charge payment and then editing sale item notes and other customer screen button options.
29. Payment Method Report can now filter on House Charge Payments.
30. Instant loyalty no longer generates loyalty rewards from loyalty dollars spent.
31. Updated device list settings in the live, demo and training databases.
32. Devices editor now allows negative margin values.
33. Changing clerk on a sale now properly changes the clerk associated with the sales tax.
34. Overhauled RegID filters to show Register Names in the list to help with register selection in multi-location businesses.
35. Fixed demo DB unassigned Register Name with LocID issue.
36. REDI Department Import now properly uses import file’s department margin field.
37. PICs inventory lookups are now case insensitive.
38. Printing labels from a PO now matches PO item order when PO Order is set to Order of Entry.
39. Searching inventory and resorting on “On Order” column now works properly.
40. Closing History Report timestamps now properly show in local time.
41. Sub Totals on printed Quotes now properly stay with the items instead of wrapping to the next page.
42. Sales Report with Manual Discounts no longer hangs under certain conditions.
43. Customer facing display no longer locks inventory package table when verifying tables.
44. Item merge now prevents items from having multiple aliases of the same value.
45. Reprint summary close now properly shows the starting cash when closing for multiple registers at the same time.
46. Fixed issues with search on the Customer Manager that would cause resultant highlighted record to be below the visible portion of the grid.
47. Receiving Quick Report now works properly in multi-location businesses with security turned on.
48. Items marked to go to Shopify but have a blank Key field is no longer create items on Shopify.
49. Quantity box on the traditional sales screen now resets to quantity one after an item has been added with a quantity other than one.
50. Retail rounding feature on Price Calculator now works properly for Price 2-5.
51. Cost in Receiving Tab in Inventory Manager now displaying properly when invoked from Sales Screen or within Item Editor with security turned on.
52. Form/screen positions are now properly saved in multi-monitor systems with different scaling.
53. Right-Click, Set Receipt Message on a Saved Sale no longer causes an error.
54. Find By Description in Sales no longer triggers Quan SPACE SKU for descriptions with a number with a space in a description.
55. The Touch Sales QuickList buttons now refresh when selecting pages 11-20.
56. Island Local Table Resync Utility – Checksums now working properly with large tables.
57. Receipt Full Page adjusted Sales Total Line-Separator position.
58. Penny rounding now properly works with Open Orders.
59. Fixed issue when overpaying for an Open Order especially with gift cards.
60. Fixed rounding issues that were affecting the Account Payment Distribution Screen
61. CSV Import tool now working for Bin/Shelf field.
62. Reports: Sales with Manual Discount no longer showing certain non-discounted sales.
63. With the Shopify integration, if an order fails to import, the customer on the order no longer gets imported.
64. Reduced the default Card Connect Clear Display setting to 2 seconds to allow for faster transactions.
65. Cayan Genius Line Item Display (LID) now displays proper quantity of items on screen.
66. PIN Debit Cash Back used with multiple cards now properly shows cash back totals on receipts.
67. Tab order for default margin, layaway minimum, and open order minimum on Location Editor is now correct.