Prism Feature List
This page has lists of the features added to each release of RP Prism.
|Prism Licensing||Prism 2.0 is a licensed product. During installation of Prism 2.0, users are required to enter a valid Client ID and License Key (Software Assurance (SA) code). This means that the client must purchase Prism licensing and SA must be current.|
|Sublocations||The Sublocations feature gives a store or warehouse the ability to divide the stock into physical or logical partitions ("sublocations") smaller than a single inventory and allow this stock to be tracked by quantity to a specific partition|
|SRO Tool||DevTrack ID #20600
The Prism SRO tool enables users to update sold, received, and on-order totals for inventory. Running SRO on a regular basis gives users the most up-to-date information, helping managers and other key personnel make better decisions about replenishing inventory and avoiding stockouts. Navigate to Technician's Toolkit and log in. Once you are logged in, click Data Utilities on the top menu and then select SRO Tool. After running the tool, the values can be viewed in Inventory > Item Details on the Qty tab.
|Update PI||DevTrack ID #20302
PI Sheets created in Prism 2.0 are updated in Prism. Previously, updating a PI required a user to export the PI to RIL (or Retail Pro 9) and do the update there. To update a PI in Prism, when you are finished counting items, highlight the PI on the main screen and click the Update PI button.
|Manage Shipping and Fee reasons||Users can now manage POS fee types, including shipping fees, in Admin Console > Node Preferences > Transactions > Fees/Shipment. Previously, POS shipping and fees were managed in RIL. This change helps make Prism a standalone product.
Fees and shipping may only be modified at the subsidiary level (or lower). In Admin Console > Node Selection, drill down to the desired subsidiary.
On the side menu, navigate to Node Preferences > Transactions > Fees/Shipment
|Manage Loyalty programs and levels in Prism||Users now add/edit/delete loyalty levels and loyalty programs in Prism. Previously, these tasks had to be done in RIL/RP 9.|
|Track changes when editing style grids||DevTrack ID #19521
A checkbox labeled "Track changes" is included in the Inventory > Style View > Style Grids area. When the Track changes checkbox is selected, changes made in style grid cells are color-coded. If unchecked, all cells are shown without color-coding. This feature is especially useful for keeping track of which cells have been edited when working with styles with many sizes/attributes. The Track Changes checkbox is only editable when the user is in Style Details and in edit mode.
|Assign item/style images in Prism||Users can now assign up to 10 item and 10 style images via the Prism Inventory UI. Previously, users could not assign images to items or styles via the Prism Inventory UI; users had to use the Image Export tool to export images from RIL (or Retail Pro 9) and then move the images to a Prism server. The ability to add/edit item and style images in Prism helps make Prism 2.0 a standalone product.|
|Available Qty column in lookups||DevTrack ID #20838
"Available Qty" is now available as a view column in inventory lookup
|Schedule deletion of promotions||DevTrack ID #18859
Prism users can schedule the deletion of promotions to occur on a regular basis. This provides an easy way to remove promotions that are no longer needed. When scheduling the "Delete Promotions" task, you target for deletion promotions that have been inactive for a user-defined number of days. The user defines the "number of days inactive" in the task payload. Any promotions that have been inactive for that number of days (or more) will be removed from the database
|Up to 500,000 items on PI||DevTrack ID #21198
Prism users can now create a PI sheet with up to 500,000 items.
|Assign country to customer||DevTrack ID #19324
You can assign a Country to customers in Prism. This enables Customer lists to be filtered by Country. Previously there was no way to assign a country to a customer.
|Allow voucher to update Inventory prices||DevTrack ID #21621
A new "Allow Voucher to Update Inventory Prices" preference has been added to Admin Console > Purchasing > Vouchers. This preference, when enabled, will add a "Price" column to the voucher item grid. By default, this Price column will display the Price for the currently active Price Level. To update inventory prices, the user can edit the Price field. When the voucher is updated, if any Voucher Prices have been changed, a prompt is displayed to the user:
Update Inventory Prices?
Yes - Updates the voucher and generates price adjustment memos.
No - Updates the voucher without generating price adjustment memos (therefore, no price change).
|Regional Inventory||DevTrack ID #16063
When using Regional Inventory, the retailer designates a master subsidiary and selects which key item information (e.g. UPC, Cost, Price) will be controlled centrally by the master subsidiary. Information that is not controlled centrally (e.g. Description 1, Description 2) can be defined and controlled at child subsidiaries.
|Multi-SBS/Multi-Store on Documents and Records||DevTrack ID #15063
Allow users to select a different subsidiary and store on documents and records. Previously the only way to change the sub or store was to edit the user's Workstation record.
|Web-based Tech Toolkit||
DevTrack ID #17420
DevTrack ID #19591
|Logging Enhancements||Logging has been reworked to make the log files more readable and easier to search. The web-based version of the Prism Tech Toolkit includes a Logs area. Click the Logs tab on the Tech Toolkit menu|
|Days in Transit Status||DevTrack ID #18702
Changes have been made to the transfer slip UI to make it easier for users to determine the status of the transfer and the arrival date of the merchandise.The label for the ETA Date field on transfer slips changes to Arrival Date after the transfer has been verified and the date reflects the actual arrival date.The Arrival Status field has been added to the slip header area. The Arrival Status changes from Scheduled to Received to Verified as the transfer moves through the receiving and verification process.
The Status field can have one of the following values:
Scheduled: If a Days in Transit value is defined, then before the voucher is updated, the Status is set to Scheduled. The Days in Transit shows the default value defined in preferences.
Received: When a transfer voucher is updated but not yet verified, the Status is set to Received. The Days in Transit shows the actual number of days based on the slip and transfer voucher created dates.
Verified: When the transfer voucher is updated and verified (per preference setting or Transfer Verification), the Status is set to Verified. The Days in Transit shows the actual number of days based on the slip and transfer voucher created dates.
|Caching during Data Replication||DevTrack ID #19603
Prism uses the RabbitMQ message broker software to replicate data between servers. Previously, data messages were sent directly from sender to receiver. Now, Prism caches messages before sending and receiving. This enables replication to proceed more smoothly and helps prevent bottlenecks.
|MySQL 8.0 Support||Prism supports MySQL 8.0 release. Previously, MySQL 5.7 was the most recent MySQL version supported.|
|Log Override||DevTrack ID #17564
A user can now enable Log Override for any permission that is set to Override. Each time an override occurs for a permission that is configured to Log Override, the date/time, the permission and both users involved will be recorded to an audit_override_log table. If the permission is not set to Override, checking the Log Override checkbox has no effect
|Store Qty filter for Inventory Lookup||DevTrack ID#19142
Users can search Inventory for items that have a certain Store Qty. This enables retailers to verify inventory quantities at the store level. The Store Qty filter element is only available in the Inventory area. It is not available when searching for Inventory items on documents (transactions, purchase orders, etc.).
|Round Loyalty Points preference||
DevTrack ID #18404
|Dynamic loading of .js and .html files for EFT||DevTrack ID#19999
Now, when a user selects an EFT Provider (Cayan, Adyen or B+S) in Admin Console > Node Preferences > Transactions > Tender > EFT Server Configuration, Prism will automatically load the correct version of the customizations.js and customizations.html files. Previously, users had to navigate to the \ProgramData\RetailPro\Server\WebClient folder and manually edit the files using a text editor.
|Multi-Proxy support for Adyen||DevTrack ID #18772
Changes have been made to the Adyen configuration file (Adyen.ini) to support multiple Prism Proxies on a single workstation
|Permissions for printing documents and barcodes||DevTrack ID #17293
You can set group permissions for printing documents and barcode tags. This provides added security by enabling you to control which employees can print documents and barcode tags. Previously, most printing tasks were not controlled by permissions.
|Change fulfilling store of customer order||DevTrack ID #16366
You can fulfill an order at a different store than where the order was created. This enables a customer to order an item at one location and then pay for and pick up the item at a different location (e.g. the store in the customer's own hometown). This is especially useful if the item is difficult to transport. Previously, orders had to be fulfilled at the store where the order was created
|Change Item tax in POS Item Details||DevTrack ID #19141
Prism users can set the sales tax amount for each item on a transaction on an automatic or manual basis in Item Details. Previously, only the document-level tax could be set (in Transaction Details). As part of this change, a new Taxes tab has been added to Item Details. All item tax-related fields have been moved to the Taxes tab in Item Details
|Export/Import Resources tool||DevTrack ID #18907 The Export/Import Resources tool enables bulk data export and import. The tool assumes child records are replicated already to allow the import of data. See the Export/Import Resources Tool document for more information.|
|Turbo Initialization tool||DevTrack ID #18909
The Prism Export Import Resources Tool helps retailers overcome special challenges in both Initialization and Day-to-Day replication. The tool can work with both Oracle and MySQL databases.
|Rename Prism Host Computer||DevTrack ID #18510: The Reconfigure Host Computer tool in the Prism Technicians Toolkit leads you through the process of renaming a computer that has Prism installed. Special steps are required to ensure the machine can rejoin the enterprise under the new name.|
|Special Orders||DevTrack ID #18709: Special orders enable customers to order items not normally carried in inventory, or to order a special shipment of an item that already exists in inventory. When creating a special order for a new item, the user enters basic item information and the new item is added to Prism inventory with a Special Order flag selected. By default, Special Orders are disabled. To enable special orders, navigate to Preferences and Settings > Node Preferences > Transactions > Orders and select the Enable Special Orders checkbox. After you enable special orders in preferences, the "Special Order" button will be available on the transaction Options button menu|
|Adyen EFT||DevTrack ID #16165: Merchants can use Adyen for processing of Prism credit, debit and gift card transactions. The Adyen Personal Engagement Device (PED) sits on the retail countertop and connects to the POS via the local LAN. The PED accepts all traditional swiped credit cards, PIN debit cards, and gift cards. All signatures are captured directly on the CED screen and stored digitally in the Adyen Database (not in Prism).|
|Style Grid Management||DevTrack ID #15348: Styles enable you to group inventory items that are more-or-less the same but vary in size, color, or some other attribute. Each member of a style shares the same DCS Code, Vendor Code and either Description 1 or Description 2. These fields make up the style definition. Within a style, fields like Size and Attribute distinguish the individual items. For example, a sweater sold in four sizes and two colors comprises a style of eight items. You can find details about working with styles in Chapter 16. Inventory of the Prism User's Guide.|
|Email Receipts in HTML format||DevTrack ID #18799: Prism Email receipts are now sent in HTML format. Previously, Prism would generate a .pdf file of the receipt and attach the email to the email sent to the customer. Sending email receipts in HTML format (instead of as an attached PDF) has the following benefits:
|Z-Out Audit||DevTrack ID #18232: The Z-Out Audit feature enables retailers to monitor sales activity via a Z-Out report without going through the reconciliation process. This enables retailers to flag abnormalities earlier, while still being able to roll up all the Z-Outs at the end of the day. The Z-Out Audit feature is only available when your system is configured to use Structured Z-Out Audit. (Node Preferences > Reporting > X/Z-Out). When using structured Z-Outs, the menu in Z-Out reports enables the user to go through the audit process or the close process as needed. The Z-Out Audit process is like the normal Z-Out Close process minus the reconciliation step.|
|Genius Mini enhancements||DevTrack ID #17410: This release adds functionality for doing Gift Card Add Value, Activation, and Balance Inquiry for the standard Genius device and Genius Mini.
For both the standard Genius device and the Genius Mini:
|Change Item Tax Code at POS||DevTrack ID #17573: The POS - Change Item Tax Code permission controls an employee's ability to change an item tax code on a transaction. If the user belongs to a group that has the permission enabled, the user can navigate to the Item Details > Item Details tab and select a different Tax Code from the drop-down. If the user's group permissions are set to Deny, the Tax Code dropdown is read-only.|
|Change Tax Area at POS||DevTrack ID #17819: The POS - Change Tax Area permission controls an employee's ability to change the tax area on a transaction. A user who belongs to a group with the permission set to Allow can navigate to Transaction Details > Taxes and select a different Tax Area from the drop-down. If the group permissions are set to Deny, the Tax Area drop-down is read-only. This gives retailers the flexibility to allow certain employees to change the tax area|
|Print Report Groups||DevTrack ID #12642: Design Groups in Document Designer enable retailers to group similar types of documents together and print the entire group with one print command. This saves time for retailers who regularly need to print multiple copies of receipts that have slight differences in the designs. For example, some retailers keep a printed copy of the receipt at the store with the word "copy" on it (to prevent fraudulent returns). This requires two print designs: one without the word "copy" (for the customer) and one with the word "copy" (for the merchant).|
|Transfer Verification||The transfer verification feature enables retailers to confirm that the items and quantities on out slips match the corresponding receiving voucher for the transfer. Any discrepancies between the sending and receiving documents can be resolved and the document history updated.|
|Reverse Slips||DevTrack ID #16500: Reversing an out slip enables retailers to "undo" the effects of an out slip. Reversing an out slip creates a new pair of slips, marked "Reversed" and "Reversal". Together, these slips zero-out the effect of the original slip and return the item quantities to inventory. Use Transfer Slip Lookup to view the desired slip. Click the Options button on the slip form and select Reverse Transfer Slips.|
|Zone PI||DevTrack ID #17195: The physical inventory zones feature enables retailers to divide a store PI into zones. Using zones makes the physical inventory process more manageable and flexible. You can count the store inventory one zone at a time. As each zone is counted, the zone's counts are merged into the store PI counts. When updating a zone PI, the on-hand values in inventory can be updated with a single zone count, multiple zone counts, or the entire store.|
|PMQPROTECTASN setting in PrismMQ.ini||DevTrack ID#18211: In certain scenarios, it was found that items added to an ASN could become "lost" during replication. Now, extra protections are applied to ensure that any edits made (e.g. adding items) are maintained correctly when the document is replicated. These changes work for both RIL-to-Prism and Prism-to-Prism replication (both are needed if RIL sends the document to POA and then the POA sends it to the store).
A new PrismMQService.ini setting "PMQPROTECTASN=True" has been added to address ASN items disappearing while a newer version of the same document is replicated.
By default this setting is NOT exposed in the PrismMQService UI. If you experience losing ASN items, add the PMQPPROTECTASN setting (set to True) to the PrismMQService.ini file. If you change the value of the setting, you MUST restart PrismMQService. If you haven't lost ASN items, do not add the PMQPPROTECTASN setting
|Customer UDF Defaults||DevTrack ID #15807: Users can now set a default Customer UDF entry for each UDF field. If the Default checkbox is selected for a UDF field entry, that entry will be entered by default in that Customer UDF field when a user creates a new customer record.|
|Add Customer to Updated Receipt||DevTrack ID#13727: Users can add a customer to a transaction that has already been updated. This is especially useful for retailers with loyalty programs. It enables customers to be credited with loyalty points for a transaction even if they join the program after the transaction is updated. Previously, a customer could not be added to a transaction after update. This is controlled by security. To add a customer to an already updated transaction, a user must belong to a group that has the following permissions: Customers - Add Customer to Former Transaction.|
|Default Status Filter for Pending Transactions||DevTrack ID# 12994: When using Pending Transactions, users can filter the list of results by transaction type (All, Held, Pending or Discard). Now, users can also define a default transaction type for pending transaction lookup. When a user goes into Pending Transaction Lookup, the default filter selected in preferences will be applied. This helps speed up the process of finding pending transactions. The preference is found in Node Preferences > Transactions > General > Default Status Filter for Pending Transactions. By default, the Status Filter is set to "Pending."|
|Enhanced Date Picker for Document Lookup||DevTrack ID#17274: When looking up documents, users can enter a date range. The default date range is the first day of the current month to the current date. This release includes a new date picker that takes advantage of accessibility and internationalization (i18n) features built-into the latest versions of AngularJS to provide a more consistent and better experience for the user|
|Season field in Transaction Details||DevTrack ID #17146: Users can now see the currently active Season by going into Transaction Details. This enables Associates to confirm when seasons change and which season is currently in effect (e.g. to know if certain promotions will be in effect).
Store Credit Balance on Receipt Document Designs Prism users can now include the Store Credit Balance field on printed document designs. This enables the balance to be printed on the customer's physical receipt. This field is populated for non-central store credit tenders.
|"Price Level Price" Discount Type for Promotions||DevTrack ID#16434
A new PL Price (Price Level Price) option is available when selecting a Discount Type for the Reward Rules for Item, Qty and BOGO promotions. Previously, the only Discount Type options were Percentage, Amount, or specific price.
|BOGO Promotion Changes||DevTrack ID#18658
The following logic now applies to all promotions that use Item Filters to validate a promotion.
• The Promo Name is written to the Item Note field specified in preferences for Reward Items AND Validating Items. Previously, the Promo Name was only written to the Item Note field for Reward Items.
• The Validating items will be split off from the original item, just like Reward Items are. However, if an Item Note field for storing the Promo Name is NOT specified in preferences, then the validating items will NOT be split (only reward items will be).
• If a validating item acquires a promotion name (i.e. the Item Note field is selected in preferences) and the item does NOT get a discount - that validating promotion name will be recorded in the Item Note field. If the item gets a discount (i.e. it's a reward item) - the name of a reward giving the promotion will be written to the Item Note field.
|Override Customer Price Level||DevTrack ID #17207
This release includes a new Activation Details setting for Promotions that enables retailers to control whether a promotion can override a customer price level. On the Promotion Activation Details screen, is an Override Customer Price Level check box.
|Tax Code, Tax Area, Tax Rule Management||DevTrack ID #15068
Retailers can now add and edit Tax Codes, Tax Areas and Tax Rules in Prism. This enables retailers to manage taxes complete in Prism. Previously, tax codes, tax areas and tax rules had to be defined in RIL.
|Advanced Item Lookup Changes||DevTrack ID #17791
Enhancements have been made to the search results dialog that is displayed as part of Advanced Item Lookup feature.
|Using Loopback interface for Wireless Connections||DevTrack ID#12797
Prism can be used even for home-delivery scenarios in which a customer orders merchandise over the phone or internet, with the customer taking payment upon delivery.
|Manage Currencies permissions||DevTrack ID#17220
Permissions enable you to control employee ability to add/edit currencies and currency exchange rates. These permissions are found in the Admin Console group of permissions.
Manage Currencies: Allows group members to add or edit currencies.
Manage Exchange Rates: Allow group members to add or edit exchange rates.
|Zip Code Lookup||DevTrack ID#18424, 18507
The ZIP Code lookup feature enables a user to type in a ZIP Code for a customer or vendor address and Prism will fill in the City and State information. You specify which address fields should be populated with the City and State information (e.g. Address 3).
|Print Zero Quantity Items||DevTrack ID #17514
A preference has been added in Admin Console > Node Preferences > Transactions > General, called Print Zero Qty items (checked by default).
If selected, the printed receipt will include any items that have a quantity of zero (e.g. voided items).
If not selected, the printed receipt will not include items that have a quantity of zero.
|Resources for Country and Language||DevTrack ID #16776
Users can replicate Countries and Languages via dedicated resources. These resources can be included in all Profile types (Prism-to-Prism, V9 (or RIL)-to-Prism, and Prism-to-V9(or RIL))
|Biometics replication||DevTrack ID #18710
This release has updates to the BIOMETRICS database schema and there are new guidelines for replicating biometric data. Two database columns play a key role in biometric login: user_name and empl_name.
|Combine Sales and Tax for VAT||DevTrack ID#18019
A new preference has been added that enables retailers to control how sales and tax amounts are displayed on X/Z-Out reports.
The preference is called Combine sales and tax for VAT. The preference is in Admin Console Node Preferences > Reporting > X/Z-Out.
|Scheduler: Added Auto Refresh, Schedule Multiple Tasks||DevTrack ID #17780
The Prism Task Scheduler in Tech Toolkit has some new user interface elements that make it easier to manage tasks.
1. Auto Refresh
2. Status field
3. Allow Simultaneous Multiple Tasks
|Retail Pro Integration Layer (RIL)||Enables new 1.14.1 users to operate Prism in a standalone manner (no Retail Pro 9 needed).|
|Cayan Genius Mini Suport||This version of Prism adds support for the Cayan Genius Mini on Apple iOS. Prism users can attach the Genius Mini device to iOS devices like the iPhone, iPod and iPad to take credit cards and gift cards as payment.|
|Profile Creation Enhancements||The following changes have been made to simplify the process of creating and working with profiles at the POA for remote connections:
|Batch Receiving||Redesign of the Batch Receiving area.|
|Shipping Packages||Redesign of the Shipping Packages feature to work with the redesigned Batch Receiving area.|
|Employee Management||New Employee Management and Group Management areas for defining employee records, group records and assigning group permissions.|
|Ability to add/edit subsidiaries.|
|Add/Edit Stores||Ability to add/edit Stores.|
|Add/Edit Currencies and Denominations||Ability to add/edit Currencies and currency denominations.|
|Add/Edit Seasons||Ability to add/edit Seasons.|
|Add/Edit Reasons||Ability to add/edit Reasons.|
|Add/Edit Price Levels||Ability to add/edit Price Levels.|
|Transaction Lookup by Date/Time||Can lookup transactions by a certain time range (previously only lookup by date was available).|
|Serialized Coupons||Ability to create a coupon set and generate serialized coupons.|
|Prism Scheduler||Prism Scheduler tool for scheduling Prism-related tasks.|
|PrismMQ Server Mode||PrismMQ Server Mode for utilizing high-performance settings for initialization and other resource-intensive tasks.|
|PrismMQ Compression Threshold||Helps improve performance when replicating large files, such a large Promotions file. You can select to compress payloads above the selected size (default 100k).|
|PrismPOSv1 Service||This service has settings related to thread counts and timeouts, enabling you to scale up or scale down the number of threads to meet changing demand.|
|Activate Gift Cards for Original Amount||
A new preference controls whether gift cards can be activated for an amount other than the original amount. If the "Activate Gift Cards for Original Amount" preference is enabled, gift cards can only be activated for the original amount at which the card was sold. If the preference is disabled, then gift cards can be activated for an amount different than the original amount.
|Price Manager Price Plan Ownership||This preference enables retailers to specify which installation within the Prism enterprise is the "owner" of a price plan. Being able to designate the owner of a Price Plan is important because only the owner can reverse any adjustment memos associated with the Price Plan.|
|Merchandise Images on Document Designs (Print on Receipts)||Users can include merchandise images (Item or Style) on printed receipts. The following new default receipt designs are available to facilitate the easy printing of merchandise images on receipts: Receipt 40 Col - Image and Receipt 8x11 - Image. When a retailer who uses merchandise images prints a receipt using one of these designs, the appropriate image for the item will be printed, too|
|Gift Item Promotions Type||The Gift Item promotion type uses a special "gift voucher tender" that is handled by a custom plugin. The gift voucher tender and the custom plugin will set the gift item's discount % to 100, making it a free item. This is especially useful for things like vendor-supported gift vouchers. When the gift item promotion is validated, the reward item specified by the promotion is added to the transaction; if the promotion is subsequently invalidated, the reward item is removed.|
|Default Subsidiary Assignment for New Promotions||When creating a promotion, the promotion can only be created for a subsidiary to which the current logged-in user is assigned. This helps ensure that promotions are only created for the correct subsidiaries and by appropriate users. Previously, no check of a user's subsidiary assignment was done and users sometimes ended up creating promotions for the wrong subsidiary|
|Auto Reload Customizations after Failure||The proxy has been updated to automatically detect when a customization becomes unresponsive. After a notification request to a customization times out, the proxy will detect if the customization is running or not. If it is not running, reload it, reinitialize it, connect to it, and repeat the notification request. This saves users from having to restart the customization manually if it becomes unresponsive.|
|Pass-through Cash Drawer Support||
Instead of connecting to the workstation via a USB cable, a pass-through cash drawer connects to a receipt printer via a RG-12 telephone line cable. When the workstation updates a receipt, a command (the kick code) is sent to open the cash drawer, the signal passes through the printer and continues on to the connected cash drawer, triggering the drawer to open. You need to enter the correct kick code for Windows-driver receipt printers so that when a receipt is printed, the cash drawer opens automatically. Previously, only OPOS-driver based printers could be used with cash drawers. This enables retailers to use their existing Windows-driver-based hardware with Prism. You can find the kick code by looking in the printer's manual, or by calling the printer's manufacturer.
|Print Tags from POS Options Menu||Access a Print Tags button from the Options menu in the POS area. Previously, price tags could only be printed from the item's record in Prism Inventory|
|SSL Changes||(#14128) In earlier versions of Prism, SSL certificates were automatically installed on the Prism server. These were self-signed certificates created by Retail Pro, not certificates issued by a certificate authority. Those self-signed certificates are now deprecated.|
|Apache 2.4.27||Retail Pro Prism is a web-based application that uses an Apache web server to provide access to back-end services. This release includes a required update to the Apache web server from version 2.4.25 to 2.4.27.|
This release includes an updated customer history module that has a slightly different workflow. The new customer history module makes it easier to replicate history across stores in the enterprise and verify details of a prior purchase (e.g. for a return)
|Price Manager||Prism Manager enables you to adjust prices (up or down) for any or all items. This is especially useful for marking down merchandise for sales events, or to increase sales for slow-moving merchandise|
|Edit Discounts Inline||
DevTrack ID#15434, 15447 Users can now edit the Discount $ or Discount % directly from the main transaction form. Previously, users had to go into Item or Transaction Details and select the Discounts tab to edit discounts. This reduces the time it takes to add or edit a discount, helping to shorten transaction time. To edit the item discount, click in the Discount field. Select the desired discount type from the menu.
|Advanced Item Lookup Enhancements||DevTrack ID #13189 This release includes a new interface for the Advanced Item Lookup feature. The new interface makes it easier to select lookup elements and enter lookup criteria. This new interface is used to look up items on transactions and other document types, including purchase orders, vouchers and slips|
DevTrack #15073 You can now add and edit tills in Prism. Previously, till names had to be defined and edited in Retail Pro 9 preferences. Adding or editing tills must be made at the store level. (Note: Cash drawers must be added/edited in Retail Pro 9 preferences.)
|Sold Qty, Returned Qty, Ordered Qty, Send Sale Qty on form||DevTrack #14959 The main transaction form now displays the total Sold Qty, Order Qty, Send Sale Qty and/or Return Qty. This change makes it easier for users to see how many items of each type are on the transaction and compare it with that actual quantity that is physically on the counter. Previously, it was hard to add up all the quantities line by line. Note: The fields only display when they actually contain a non-zero value.|
|Manual flag on Discount Reasons||DevTrack ID#12915 This release includes a new flag on Discount Reasons that controls whether or not employees can manually select reason at POS. Only reasons that have the "Manual" flag selected in preferences can be selected manually at POS by users. If the reason does not have the Manual flag selected in preferences, then it can only be assigned by the program (automatically) as part of a POS event. This feature is especially useful when retailers use different reasons for discounts applied manually versus those applied automatically.|
|New POS Permissions||DevTrack ID #12988 New permissions to provide control over key POS tasks that were uncontrolled before.|
|Max Discount in red on form||DevTrack ID#14954 When the item's Max Discount has been reached, the UI will display the word "Max" in red. Previously, associates would sometimes wonder why a certain portion of a discount was not applied. Now, associates can see the flag and quickly understand why some part of a discount was not applied. If the user sees the word "Max" in red beside the discount, the user can assume that the discount has reached its maximum amount and part of a discount may not have been applied.|
|Enable Tender Rounding||DevTrack ID #14126 The interface and workflow for enabling tender rounding has been updated. There is now a "Enable Tender Rounding" checkbox that users must select in order to view the options for Rounding Method and Rounding Multiple. If the "Enable Tender Rounding" checkbox is cleared, then no tender rounding controls are displayed|
|Deactivate Lot Number when quantity reaches zero||DevTrack ID #15625 A new preference enables the automatic deactivation of lot number items when the quantity reaches zero. The preference is in Preferences & Settings > Transactions > Serial/Lot Number. If the preference is turned on, then the lot number item will be deactivated once its quantity becomes zero. If the preference is turned OFF, then the lot number item will not change its Active flag when its quantity becomes zero|
|Populate Max Discount from||DevTrack ID#15390 Each item has a "Max Discount" field that determines the maximum percentage discount that can be applied to the item. Vendors will sometimes require that items not be discounted at all, or only a certain amount (e.g. maximum 10% discount). The new preference is in Preferences & Settings > Merchandise > Inventory > General and is labeled "Populate Max Discount From."|
|Due Date for Orders||DevTrack ID#11733 This release includes a new preference for setting a due date for orders. The preference allows you to enter the maximum number of days that can elapse before an order should be filled. For example, if you enter "20" and create an order on the first of the month, then the order must be fulfilled by the 20th. Previously, there was no way to set the due date for orders.|
|Item Images in Touch POS||DevTrack ID#12526, 15353 Beginning with this release, retailers can assign item images to touch POS buttons. This feature makes it easier for employees to work with items in a touch POS environment. Instead of reading button labels, the employee can look at an item image and click or tap the image to list the item on the transaction. As part of this change, users can also drag and drop individual buttons to the desired position.|
|Force Cash Drop||DevTrack ID#14963 Users will now see a prompt when the amount of cash in the drawer exceeds the trigger amount specified in preferences. This helps avoid a buildup of cash that leaves the business vulnerable to loss from theft. When the "Maximum Balance" preference is enabled, if a transaction causes the cash amount to exceed the amount specified in preferences, an alert displays to inform the associate of the need to do a cash drop.|
|Switching from Structured/Unstructured||DevTrack ID #5716 There is a new process flow when changing from structured to unstructured mode. Now, if a user changes from structured to unstructured mode and an open drawer exists, the user will see an alert. The user can then close the drawer first and then go back and make the change from structured to unstructured mode.|
|Reverse Slips||DevTrack ID#10605 Users can now reverse slips. Reversing a slip "undoes" the effects of the original slip, returning item quantities to the state they were in before updating the original slip.|
|Require Slip to reference TO||DevTrack ID #14529 A preference called 'Require Transfer Slips to reference a Transfer Order' has been added to the Transfer > General area. When this setting is on, Prism prevents the update of a slip that does not reference a TO.|
|Spread Discount to all BOGO Items||DevTrack ID #14453 This release has a new "Spread discount to all BOGO items" option available for BOGO promotions. This option enables you to spread the promotion discount amount across all the items on the transaction that are included in the promotion. Previously, only the "GET" items would have the discount spread. This option is displayed on the Reward Rules section, right under the Sort Order dropdown.|
|Promotions Permissions||Copy and Delete permissions are now available for Promotions.|
|Manually Apply Promo - Tender Action||DevTrack ID#12959 One of the preferences in Promotions has been revised with a new label and a new option. Previously, the preference was labeled "Apply when Tendered" and was a Boolean check box. Now, the label is changed to "Tender Action" and the available selections are None, Prompt and Apply.|
|Enhanced Coupon Validation||DevTrack ID#10606 This release includes a new "Apply" section on the Validation Rules screen where users can define how often a coupon can be validated on a single transaction. Previously, users were required to key in the same coupon code multiple times to apply "unlimited" promotions (or promotions with a certain count).|
|Create Price Adjustments for Items with Zero OH Qty||DevTrack ID#14785 This release includes a new preference that controls the creation of adjustment memos when adjusting the price (via Price Manager) of items with a zero OH quantity. The preference is located in Preferences & Settings > Merchandise > Adjustments and is titled "Create price adjustments for items with zero OH Qty"|
|Enable Touch Screen Layouts||DevTrack ID#15289 This release includes a new preference that is designed to make the Prism interface more friendly to touch screen users (e.g. a tablet). The preference is called "Enable Touch Screen Select Inputs". It is located in Preferences & Settings > Themes & Layouts. If selected, dropdowns are defaulted to a popover instead of a modal by default.|
|Tech Toolkit - Service Manager||The Service Manager area of Prism Tech Toolkit provides a convenient interface for viewing and changing settings for the configuration files used by Prism. You can start and stop services, view info about dependencies and change configuration settings.|
|Tech Toolkit - SSL Manager||Use the SSL Manager in Tech Toolkit to install SSL certificates so you can run Prism using HTTPS. Beginning with Prism 1.12, users are responsible for purchasing their own SSL certificates from a certificate authority. Once you receive the certificate(s) from the CA, use the SSL Manager to install the files to the Prism server (or Proxy).|
|Tech Toolkit - Installer||DevTrack ID #15058 Tech Toolkit now has its own installer. This gives users the option of installing Tech Toolkit to a location of their own choosing. The Tech Toolkit is always installed as part of the Prism Server installation; however, having a separate installer gives users greater flexibility in choosing where to install the toolkit|
|Committed Quantities||(#13276) Beginning with this release, Prism users can configure the system to check available quantities for individual document types. If a user lists an item at a quantity that exceeds the available quantity, a prompt is displayed. When checking available quantities, Prism will include quantities listed on order documents, both quantities headed into and quantities headed out of inventory.|
|Allow manual entry of UDF values permission||(#12805) A new set of permissions controls the ability of employees to make free-form entries in UDF fields in inventory, vendors and customers. Unless a user has the "Allow Manual Entry of UDF Values" permission for the area, the user will be limited to the dropdown selections in UDF fields. Previously, it was possible for users to make manual entries in these fields.|
|Prevent update of transaction with no items||Beginning with this release, a new permission controls the ability of users to update receipts that have no items listed (e.g. a receipt that only includes a fee).|
|Central gift card items||(#11230) This release includes support for adding Central Gift Card Items. Retailers can add gift card items (assigned the Item Type of Central Gift Card) and then sell those gift card items and take them as payment for purchases.|
|Enter Totals/Enter Denomination Counts toggle button in X/Z-Out||(#12904) This release includes a change to Z-Out reports so that users can enter an Open Amount and/or Close Amount directly on the Count Denomination screen. Previously, users could not enter the open/close amount directly and instead had to enter individual denomination counts. A new Enter Totals button is available on the denominations counts screen. When selected, the denomination counts are cleared and the can edit the currency total (i.e. Total DOLLARS). This button is toggles between Enter Totals and Count Denominations|
|Open Drawer after Close||(#14962) This release includes a new preference that enables retailers to automate the drawer opening process. Previously, users would sometimes go to close a drawer only to find that a drawer had never been opened. Now, using the "Open Drawer after Close" preference, retailers can ensure that the drawer will always be opened after a closing is done. This preference is only available if the "Use Structured Z-Outs" preference is selected. This preference is turned off by default.|
|Biometrics||This release includes support for biometric login of employees. Biometric login enables employees to log in using a thumbprint or fingerprint that is scanned by a special device attached to the workstation.|
|Use Wedge Barcode scanner preference||(#14028) This release includes a new preference that helps streamline item scanning for retailers who use wedge barcode scanners. The new preference is in Admin Console > Preferences & Settings > Hardware > General: 'Use Wedge Barcode Scanner'.|
|Enterprise and Connection Manager||Various updates to Enterprise and Connection Manager|
|Serial/Lot Number Validation||Validation of serial and lot numbers; Ability to change Serial Type and Lot Type (partial or full control); Add/Edit/Remove numbers in Prism inventory; New preferences to handle lot numbers past the expiration date; Grid formats to include serial/lot number fields|
|Connection Manager UI Changes||New interface for configuring data replication between Prism and RP 9 and Prism to Prism|
|Prism-to-Prism replication of Preferences||Prism replicates preference settings from one Prism server (a POA) to another (Sub or Store pointing to the POA|
|Image Server Preferences||(#12601) A new preference enables retailers to centrally manage customer and item images by selecting the server where the image files are stored. Previously, images were specific to each Prism server and could not be mapped to a different server.|
|Launch different Prism server via Proxy shortcut||
(#11977) New command line parameters have been added to PrismProxy.exe to allow users to launch the Proxy for a server other than the server specified in the registry for that proxy port.
|Restrict Tenders by User Group||(#11697) This release includes a new set of permissions that restrict the use of tenders by user group. There are separate give/take/return permissions for each tender type. Previously, there was no way to restrict tenders for individual user groups. These new permissions give retailers greater control over the tendering process. You can set these permissions at the Global, Subsidiary, or Store level.|
|Enforce Employee Store Assignment||(#12070) A key security requirement for many retailers is to restrict the store locations where individual employees can make transactions. Beginning with this release, store assignments from Retail Pro 9 are enforced in Prism. This means that to create a transaction for a store in Prism, the user must be assigned to the store where the transaction is being created|
|Option to display/not display Decimal Item prompt||(#14176) A new preference enables retailers to control whether or not a prompt is displayed when a user lists a decimal quantity item on a transaction. (Preferences & Settings > Transactions > General)|
|Copy customer||(#13958) You can now create a new customer record by copying an existing customer.|
|Customer Required Fields preference||New preference that allows retailers to pick the specific customer fields that require an entry when a user adds a new customer. The New Customer Required Fields preference is in Preferences & Settings > Customers > General.|
|Custom HTML Files||(#13511) A key feature of Prism is the ability to customize the user interface to match the company's color scheme, logos and other features. Beginning with this release, users can have Prism load a specific customized html page in lieu of the default html page. This simplifies the process of deploying customizations and custom screen designs.|
|Custom UI Translation||(#11897) Beginning with this release, retailers can easily implement translations for their third-party UI customizations by making simple edits to a copy of the appropriate language-specific .json file.|
|Availability Checking for Slips||(#12555) Retailers can now have Prism perform availability checking on slips. This enables retailers to verify the quantity listed on an out slip is actually on-hand in the source store's inventory.|
|Sort order for Promotions||(#13697) A new "Sort Order" option has been added to two areas of Promotions: Sale Item Validation and BOGO Discount Reward. The available values vary slightly.|
|ClaimAtStartup setting for cash drawers||
(14138) Current Proxy functionality allows multiple proxies to access the same cash drawer on a POS workstation. A new option has been introduced. Now the Cash Drawer plugin (OPOSCshDrwr.DLL) will read an additional optional field from the OPOSConf.ini file, called ClaimAtStartup
|Transaction Lookup by Date Type||(#11738) The Transaction Lookup dialog now includes a Date Type dropdown that enables users to apply the date filter to a certain Date field: Created Date, Ordered Date, Cancel Date, or Ship Date.|
|OPOS Printer Support||(#13627) RP Prism now supports OPOS printers. New document designs have been created for use with OPOS printers.|
|B+S EFT Plugin Receipt Printing Changes||(#13751) Changes have been made to Document Designs for printing receipts for the B+S EFT Plugin.|
|Availability Checking for Slips||
(#12555) A new preference (Preferences & Settings > Transfers > General) enables users to check OH Qty of items when listed on slips.
|Access Pending Transactions Permission||(#12667) A new permission controls the ability of users to access Pending Transactions.|
|Prompt when adding decimal quantity to items||(#12378) When users list a decimal quantity item on a transaction, a prompt is displayed to enter the quantity.|
|Require Customer for manual discounts||(#12162) A new preference (Preferences & Settings > Transactions > General) enables users to require a customer be entered on a transaction in order to make a manual discount (does not affect automatic discounts such as automatically applied promotions).|
|Item Details in Advanced Item Lookup||(#8243) The Advanced Item Lookup dialog now includes an Item Details button.|
|Item Quantity button changes||Instead of +1 and -1 buttons, there is a single Qty button. When clicked, users can enter desired quantity.|
|View Order Dates||(#11738) When working with orders (via the Order Details button), users can click an Order Dates button to display a pop-up showing each date field associated with the order|
|Choose Tender when returning order deposits||(#11739) Previously, when closing an order that had a balance, the balance would be returned in Store Credit. Now, user can choose from tenders enabled in Tender Requirements|