New Features: Retail Pro Prism 2.3
Retail Pro International is pleased to announce the general availability of the latest release of Retail Pro Prism 2 (build 2.3.0.1304).
With this release, we crossed a significant milestone for the Retail Pro Prism product line. It includes some great new features, as well as technological improvements to support your business environment.
Please familiarize yourself with the extensive scope of new features and functionality, some of which are shared below. The release notes, user guide, and training materials are available on the My Retail Pro resource portal and should be thoroughly reviewed to ensure you are fully aware of everything included in this release of Retail Pro Prism.
Transfer Items Between Sublocations
![Transfer Items Between Sublocations](https://prismdocsapi.retailpro.com/images/2024-06-01-transfer.png)
This new feature allows you to use transfer slips to move OH quantities between sublocations in a store. Previously, users had to create adjustment memos to move OH quantities between store sublocations.
Physical Inventory
![Physical Inventory](https://prismdocsapi.retailpro.com/images/2024-06-02-PI.png)
You can now create multiple active PI sheets, provided each active sheet is for a different store. The main PI screen that lists PI sheets now includes a dropdown for selecting a Store Name. Previously, the PI Sheet list was hardcoded to display the PI sheets (if any) for the current logged-in user's store. Users had to delete the current active PI sheet before creating a new active PI sheet. New features also allow you to scan (or type) an item's serial or lot number to quickly add the number to a PI sheet. This change makes it easier to add serial/lot items to a PI sheet.
Preset Coupons for Promotions
![Preset Coupons for Promotions](https://prismdocsapi.retailpro.com/images/2024-06-03-promo.png)
You can now designate individual coupon codes as "presets" when defining validation rules for promotions. Preset coupon codes are available via drop-down at the POS (no need for the Associate to scan or type the code). Preset coupon codes are especially useful for offering common discounts for students, seniors, and military personnel.
Max Take Amount for Tenders
![Max Take Amount for Tenders](https://prismdocsapi.retailpro.com/images/2024-06-04-maxtake.png)
Tender Requirements preferences now include a "Max Take Amount" setting that limits the total amount allowed for a particular tender type on a single transaction. For example, you can restrict an individual store to not take more than $100 in cash on a single transaction.
Restrict Return Tenders
![Restrict Return Tenders](https://prismdocsapi.retailpro.com/images/2024-06-05-returntenders.png)
The "Restrict Return Tenders to original Sale Tenders" preference, when enabled, restricts the tender types and amounts on item returns to the types/amounts taken on the original sale. This gives retailers greater control over returns and aligns with the typical desire of customers to be refunded in the same tender as the original sale. You can configure this preference at the Subsidiary and Store level.
POS Associate and Cashier Flags
![POS Associate and Cashier Flags](https://prismdocsapi.retailpro.com/images/2024-06-06-POScashier.png)
Employee records have two new flags (POS Associate and POS Cashier) that enable you to select which employees are included in the Associate and Cashier dropdowns on documents. Previously on POS transactions, all users assigned to the subsidiary were listed in the drop-down lists, including back-office users and administrators. This made it harder to find the desired employee. This change is especially useful for retailers who use Salesperson Incentive Fees (SPIF).
Require Daily Register Closure
![Require Daily Register Closure](https://prismdocsapi.retailpro.com/images/2024-06-07-daily.png)
New preferences have been added for Structured Z-Out reports. The "End of Day" preference triggers the "Daily Register Close" action at a preset time of day. If the "Require Daily Register Closure" preference is enabled and the specified End of Day time elapses, the system starts a drawer close that must be completed before the drawer can be reopened.
Tag Copy Defaults
![Tag Copy Defaults](https://prismdocsapi.retailpro.com/images/2024-06-08-tags.png)
Print Preferences for Merchandise Tags enable you to define the default number of tags to print in individual areas of Retail Pro Prism: POS Transaction, PO, TO, Voucher, Inventory, Adjustment Memo, Slip, and ASN. This helps avoid situations where users print more or fewer copies than desired. For example, you might want Associates at the POS to print only tags equal to the Doc Qty (e.g., to replace a damaged or missing tag).
Edit Fees and Taxes on a Former Voucher
![Edit Fees and Taxes on a Former Voucher](https://prismdocsapi.retailpro.com/images/2024-06-09-fees.png)
Users can now edit the shipping fees and taxes on a prior vendor invoice voucher (provided the total voucher amount does not exceed the vendor invoice amount). This change is especially useful when fees or taxes are unknown at the time of receipt, as when there is only a delivery docket that lists item quantities. Now when the user receives the complete vendor invoice, they can update the voucher with the correct information, helping maintain accurate inventory valuations.
Discount Voucher Items
![Discount Voucher Items](https://prismdocsapi.retailpro.com/images/2024-06-10-discount.png)
Users can now apply a line-item discount to individual voucher items by editing the item's Disc % field. This change is especially useful when vendors offer one-off discounts to retailers because of missing items or damaged quantities on a voucher. Previously, users could edit the Disc % of a PO line item but not a voucher line item.
Customize Strong Password Policy
![Customize Strong Password Policy](https://prismdocsapi.retailpro.com/images/2024-06-11-password.png)
Users can now customize the "Enforce Strong Password Policy" feature with various options. This gives retailers the ability to fine-tune password policies to meet their specific requirements.