2.1.2.525 What's New
This topic has information about new features and functionality added in Prism 2.1.2.525.
- Shipping Customer Information on Transaction form
- Search for Receipt by Customer Phone, Store Code
- Line Item Count field on Transaction Form
- Filter Transaction Lookup by Returns
- Easy Search by Document Number, Document Barcode
- Doc Case Qty at POS
- Enter Negative Deposit to Refund a Deposit
- Alternate (Multi) Vendors for Items
- Prism Menu shows Logged-in User
- Export Bad PI Scans to Excel
- Permissions to Access "Lookup" Areas
- "Enable Broadcast" Permission for Promotions
- Bypass Full-Control Serial, Lot Numbers on Adjustment Memos
- New Groups have Permissions set to "Deny"
- View/Edit Subsidiary on Coupon Sets
- Centrals checkbox removed from Profiles UI
Shipping Customer Information on Transaction Form
DevTrack ID #19174
Associates can enter shipping customer information directly on the main transaction form via the "Ship To" tab on the form. Previously, only Bill To customer information could be entered on the main transaction form; users had to navigate to Item Details to enter shipping customer information. Adding the Ship To customer tab on the main transaction form makes it easier for Associates to enter and view customer information.
By default, the Bill To tab is selected on the form. Click the Ship To tab to add/edit shipping customer information. The Ship To customer tab includes a "Same as Billing" button that enables the Associate, with a single button click, to copy the Bill To customer information to the Ship To customer fields. On either tab users can search for an existing customer, add a new customer, or remove the currently entered customer.
Sample Transaction form with Ship To tab selected:
Search for Receipt by Customer Phone, Store Code
DevTrack ID #20815
When doing item returns, Associates can search for receipts using Customer Phone No and Store Code. These fields have been added to the Transaction Filter displayed when the "Search for Receipt" option is selected for an item return. The Customer Phone No and Store Code fields are at the end of the list of fields in the Transaction Filter area. Scroll down if necessary to display the fields.
Sample item return screen showing Customer Phone and Store No fields in transaction filter:
Line Item Count field on Transaction Form
DevTrack ID #21441
A Line Item Count field is included on POS layouts just above the "Totals" area. This change enables users to easily see the number of rows on the document. The Line Item Count field only becomes visible after at least one item is added to the transaction.
Filter Transaction Lookup by Returns
DevTrack ID #22553
Return was added as a transaction type when using transaction lookup. This makes it easier to find returns.
Easy Search by Document Number, Document Barcode
DevTrack ID #20520
When using Transaction lookup to find documents by Document Number or Document barcode, users can now press the
Doc Case Qty at POS
DevTrack ID#22227
Prism supports entry of case quantities (Doc Case Qty) for items at POS. Previously entry of Doc Case Qty was only supported for purchase orders. This change makes it easier to sell merchandise by the case. Case quantity items are items that have a "Units/Case" value defined in the Inventory record.
Add Doc Case Qty to Inventory Search Grid Formats
To search for case quantity items at POS, add the "Doc Case Qty" column to Inventory search grids. Navigate to Admin Console > Node Preferences > Grid Formats and select Inventory Search (Document) from the dropdown. In the "Show Columns" area, move the "Doc Case Qty" column from the Available to the Selected list. Save the changes.
Once the Doc Case Qty column has been added to the Inventory Search grid, when searching for items at POS, users can enter a Doc Case Qty (or Doc Qty) for the item.
Enter Doc Case Qty in Item Details
Users can also edit the Doc Case Qty in Item Details (for example after adding case quantity items by scanning). Select the case quantity item in the item list and click Details. In Item Details on the Item Details tab are Doc Quantity, Doc Case Qty and Units/Case (read-only) fields. The Doc Qty is updated based on the Doc Case Qty entry and the Units/Case value. Likewise, if the user edits the Doc Qty for the item, the Doc Case Qty updates.
Enter Negative Deposit to Refund a Deposit
DevTrack ID#24218
Associates can enter a negative deposit amount when needed. Previously, only positive non-zero amounts were allowed for deposits. Entering a negative deposit amount enables the Associate to easily refund a deposit. For example, if a user made a $5.00 deposit in cash but later wants to close the order, when viewing the order, user can click Order Details > Take Deposit and then enter -5.00 (negative five dollars) as the deposit amount and give the deposit back in cash. Previously, users had to close the order, accept the deposit refund as store credit, then make a second transaction to take the store credit and give the amount back in the form of the original tender.
Sample Deposit modal showing a negative deposit amount:
ORDER_NO, REF_ORDER_NO on Document object are Alphanumeric
Previously, document.order_no and document.ref_order_no were integer fields; now they are alphanumeric. This change enables the Prism Data Migration Tool to import legacy order documents that include alphabet characters in the Order No field.
Alternate (Multi) Vendors for Items
DevTrack ID #22646
You can add alternate vendors in Prism. Previously, alternate vendors were managed in RIL (V9). Each alternate vendor for an item can have its own UPC/ALU and Order Cost. When reordering the item, retailers can select a vendor based upon the most favorable order cost, item availability, or other factors. When listing items on purchase orders and vouchers, the correct vendor's order cost for the item is automatically used.
Add Alternate Vendor to an Item
Enter information for alternate vendors in the item record on the Purchasing tab. On the Purchasing tab, scroll down to view the Alternate Vendors area. In the Alternate Vendors area, click +New.
Select a Vendor from the dropdown and enter any or all the following values: ALU, UPC, Order Cost. Save the changes.
The vendor is now listed in the Alternate Vendors grid.
To remove an alternate vendor, in edit mode navigate to the Alternate Vendors grid on the Purchasing tab, select the vendor and click Remove.
Alternate Vendor Grid Formats
Users can include alternate vendor information in the following document item grids (Admin Console > Node Preferences > Grid Formats: "Select a grid to configure"):
- Adjustment Items
- Transfer Slip Items
Updating Cost when using Alternate Vendor for PO/Voucher Items
When updating Cost, the server updates the Cost for the alternate vendor if it is listed on the voucher item; otherwise, the server updates the last cost for the vendor listed in the item record (primary vendor).
When using Order Cost on Purchase Orders and Vouchers
When using Order Cost on purchase orders and vouchers (determined by "Cost to Use for POs and Vouchers" preference setting.) receiving an alternate vendor item updates the alternate vendor's Order Cost.
Prism Menu shows Logged-in User
DevTrack ID #21152
The currently logged in username is now visible at the top of the main Prism menu. This serves as a convenient visual reminder of who is the current logged-in user.
Export Bad PI Scans to Excel
DevTrack ID #20714
Users can now export bad scans and other PI sheet information to a variety of formats. When the user clicks the Print button on the PI sheet, the Print Dialog is displayed. Click the Export Format drop down and select the desired export type: CSV, PDF, XLSX or HTML.
Permissions to Access "Lookup" Areas
DevTrack ID #24052
New permissions control access to the following "lookup" areas:
- Adjustments - Access Adjustment Memo Lookup
- Customers - Access Customer Lookup
- Disbursements - Access Disbursement Lookup
- POS - Access Transaction Lookup
- Time Clock - Check In/Out
"Enable Broadcast" Permission for Promotions
DevTrack ID #23290
The "Enable Broadcast" permission enables retailers to control which groups of employees can send Promotions to other locations. If the permission is enabled for a group and a group member navigates to the Promotions area, the Broadcast button will be enabled. If the permission is disabled for a user's group, the Broadcast button will be disabled.
Bypass Full-Control Serial, Lot Numbers on Adjustment Memos
DevTrack ID#21798
Two new permissions enable retailers to bypass the requirement that numbers be entered for full-control serial and lot number items on adjustment memos.
- Adjustment Memos - Allow bypass of full control serial number entry
- Adjustment Memos - Allow bypass of full control lot number entry
Previously, there was no way to bypass the entry of numbers for full-control items. However, there may be situations when the number is not available. These permissions allow the memos to be created without entry of all numbers.
If any full control values have not been entered upon update attempt, the corresponding permission is checked. If the permission is set to allow, the users sees a prompt:
Not all full control serial [lot] numbers have been entered. Continue with update?
Users who belong to a group with the corresponding permission set to OVERRIDE will see the prompt to continue followed by the override prompt.
New Groups have Permissions set to "Deny."
DevTrack ID #24063
When a user creates a new employee group, all permissions for the group are automatically set to "Deny." Users must enable the permissions that group members will have.
View/Edit Subsidiary on Coupon Sets
DevTrack ID #23100
Users can set the desired subsidiary when creating a coupon set. Previously, coupon sets were hard-coded to the current logged-in user's subsidiary when creating a coupon set. The Subsidiary field for a new coupon set is set to the logged-in user's subsidiary by default; however, the Subsidiary field can be edited. Note: The Subsidiary is only editable when the coupon set is being created. After the coupon set is saved, the Subsidiary field cannot be edited.
Centrals checkbox removed from Profiles UI
DevTrack ID #23638
In Admin Console > Connection Manager > Profiles, the user interface no longer includes a "Centrals Resources" checkbox. Previously, when the Centrals Resources checkbox was selected, the ltycustcentral resource checkbox was displayed and made available for selection so that customer loyalty points could be replicated from RIL (V9) to Prism. All loyalty information is now managed in Prism and replicated using Prism-to-Prism replication so the Centrals checkbox is obsolete.