new features in v6 welcome!. point of sale presenter: christine rodriguez

New Features in V6

Welcome!

Point of SalePresenter: Christine Rodriguez

Point of Sale

Major Topics To Be Covered In This Presentation

• Redesign of Main Celerant Screen• Changes for Firearm Sales• FedEx and USPS Shipping Integration • Inventory Inquiry Screen• POS Changes• Quick Transfers• Receipt Changes• Order Entry Changes

Point of SaleRedesign of Main Screen

Point of Sale

Celerant Command’s Main Screen Redesign

• Windows-based popup menus for easier navigation

• Easily Manage and View Favorites

• Ease of Main Menu Navigation for Touch Screen users

Point of Sale

Main Screen Redesign

Point of Sale

Main Screen Redesign

Point of SaleChanges for Firearm Sales

Point of Sale

Changes for Firearm Sales in 6.1.1

• New Settings added in Store Settings and Customer record

• Additional ATF required fields added into the POS and Customer record

• Additional fields to print on 8.5 x 11 laser receipt

Point of Sale

New Store Setting for Firearms

Restrict Firearm Sales – For items flagged as Firearm:

• Item must have a serial number to be sold at POS

• Forces customer to be entered on the sale• Forces NICS# or FFL# & FFL Expiration Date on

Serial # items• Forces DL# and Expiration Date on NICS

Customers

Point of Sale

New Customer Settings for Firearms

• DL/ID#, State, and Expiration Date fields – This is a required field for individuals purchasing a firearm

• Setting to Require PO# on All Purchases – Forces a PO# to be entered on POS screen before purchase can be completed

• FFL# and Expiration Date for Firearm Dealers

Point of Sale

Additional Fields on POS Screen for Firearms

Point of Sale FedEx and USPS

Point of Sale

FedEx and USPS Shipping Integration in 6.1.1

• In addition to UPS Online Integration, we now have the ability to integrate with FedEx and USPS for shipping

• View live rates from POS screen, compare rates per carrier, and select the carrier you want to use for the sale

Point of Sale

• Set up Shipping Methods by going to Misc Categories > Shipping Methods

• Choose your Shipping Carrier, and select the Carrier Method. Enter in a Shipping Method name which will show at POS Shipping Screen

Point of Sale

• Subscribe to your Shipping Service(s) by going to Settings > Options > Shipping Subscription

• Select the Carrier you wish to subscribe to, and fill out the required information

Point of Sale

• Enable Shipping Service(s) in Store Option > Shipping Services tab

• You also have an option to add a Shipping Rate Markup amount to be charged on top of the Freight Charge

Point of Sale

• At POS > Misc1 > Shipping, enter Shipping Weight, and click on Shipping Rates to bring up the Check Rates Screen

Point of Sale

• On the Check Rates screen, fill in the information for the Carrier(s) you want to view the rates for, and click on Check Rates

Point of Sale

• The Shipping Rates screen will come up and display all of the rates for the selected Carriers

• Select the rate you want to apply, and click on the Apply Rates button to apply that rate and shipping method to the sale

Point of Sale

Point of Sale Inventory Inquiry Screen

Point of Sale

Inventory Inquiry Screen in 6.1.1

• Option under POS Screen allows you to easily view your On Hand for items in multiple locations

• View the Sales Activity totals broken down by Store location including Received, Sold, and On Hand

• See Sales Activity totals broken down by Attr1 including Received, Sold, and On Hand Totals

Point of Sale

Inventory Inquiry Screen in 6.1.1

• The Sales Activity screen will display the Style information on the top and is broken down into two sections

• The top section breaks down Received, Sold and On Hand by Store

• The bottom section breaks down Received, Sold and On Hand by Attr1

Point of Sale

Point of SalePOS Changes

Point of Sale

Place Multiple Transactions on Hold at POS in 6.1.2

• User Conference 2008 Modification!

• Ability to place multiple receipts on hold and recall those receipts from the POS screen

• Previously you could only put one transaction on hold at each register

Point of Sale

Place Multiple Transactions on Hold at POS in 6.1.2

• To Recall Hold, go to Misc1 > Recall Hold

• Select the customer to recall and click OK

• That receipt will be brought up on the POS screen

Point of Sale

Machine Option ‘Must Enter Customer’ in 6.1.2

• Current Machine Option ‘Must Enter Customer now has options to enter Always, Never, Store Credit Only, Gift/SVC Only, or Store Credit/Gift/SVC

• Previously, you could only toggle between requiring a customer on every sale, or not

Point of Sale

Machine Option ‘Must Enter Customer’ in 6.1.2

• Go to Settings > Options > Machine Options

• Edit machine ID

• On the POS tab, select from options for Must Enter Customer (Never, Always, Store Credit Only, Gift/SVC Only, Store Credit/Gift/SVC

Point of Sale

Allow Refund of Deposit for Rentals in 6.1.1

• When returning a Rental item at the POS, if a change is made to the Rental Term Fees, the system will now allow you to refund that amount back to the customer

• You will be able to either issue a credit or Reimburse the customer

Point of Sale

Allow Refund of Deposit for Rentals in 6.1.1

• If you click on Issue Credit, a receipt will print with the customer credit

• If you click on Reimburse, the Pay screen will come up so you can reimburse

Point of Sale

X Scan Prompts Tax Question in 6.1.1

• There is a new machine option to prompt the cashier when entering an X barcode at POS “Is item taxable”

• If Yes is selected, the barcode will change to an XT barcode and tax will be applied

• Previously, you would need to enter an X for Non-taxable items, or XT for taxable items at POS

Point of Sale

X/XT Scan Prompts Special Order in 6.1.1

• There is a new machine option to prompt the cashier when entering an X barcode at POS “Did you want to enter a Special Order?”

• Previously, you would need to manually change the receipt type to Special Order if that was not your default transaction type

Point of Sale

Punch In/Out Does Not Close Punch Clock in 6.1.2

• Now when using the Celerant Punch Clock to punch in or out, the window will stay open

• Previously, the window automatically closed after Saving a Punch In/Out

Point of SaleQuick Transfers

Point of Sale

• For POS Quick Transfers, when the receipt prints, the barcode will print on top of the receipt so the receiving store can easily scan the receipt to bring up the transfer to receive

• Previously, only a receipt printed with the Transfer Order # on top of the receipt

Print Barcode on Quick Transfer Receipt in 6.1.1

Point of Sale

• For POS Quick Transfers, you will now have the ability to Reprint Quick Transfer receipt, as you have with the Standard Receipt

• Previously, there was no way to reprint the Quick Transfer onto a Simple 40 Receipt

Reprint Quick Transfer in 6.1.2

Point of Sale

• For POS Quick Transfers, you will now have the ability to select from all active employees for the ‘Picked up by’ field, regardless of if they are in your store affiliation or not

• Previously, security settings prevented you from being able to select from all employees on this screen

Ability to Select All Employees on QT in 6.1.2

Point of Sale

Point of SaleReceipt Changes

Point of Sale

Setting to Not Print Line Notes on Receipts in 6.1.2

• There is a new store setting in the Point of Sale1 tab called ‘Do Not Print Notes’ which will allow you to enter line item notes on the sale without them printing out on the receipt

• Previously, line item notes printed on the customer receipt

Point of Sale

Setting to Not Print Line Notes on Receipts in 6.1.2

Point of Sale

Setting to Suppress Policies on Receipt in 6.1.2

• There is a new machine setting in the Receipt Printing tab called ‘Suppress Policies on Store Copies’ to prevent the Store Terms and Conditions from printing on the Store copy of receipts

• Previously, the Terms and Conditions printed on both the Customer and Store copy of receipts

Point of Sale

Setting to Suppress Items on Gift Receipt in 6.1.2

• New machine setting ‘Suppress Items on Gift Receipt’ will not include items on Gift Receipt Printout

• Previously, the Gift Receipt printed all items on the receipt

Point of Sale

• Go to Settings > Options > Machine Options and edit machine

• In the Receipt Printing tab, enable setting “Suppress Items on Gift Receipt”

Setting to Suppress Items on Gift Receipt in 6.1.2

Point of Sale

List SVC’s Sold on 8.5 x 11 Receipt in 6.1.1

• Stored Value card numbers and amounts will now print on 8.5 x 11 receipts

• Previously, this only printed to Simple 40 Receipt

Point of Sale

Point of SaleOrder Entry Changes

Point of Sale

Order Entry Changes and Screen Redesign in 6.1.2

• The Order Entry Screen now has a new screen design with easy to follow tabs to follow for Order Entry

• Order Entry also has Multi-Find Capability so you can select multiple items to add onto the order

• Ability to Preauthorize Credit Cards on Order Entry

Point of Sale

Promotional Discounts

Presenter: Christine Rodriguez

• Streamlined Buying Club Enrollment

• Show Buying Club Free Dollars on Receipt

• Option to Combine Discounts

• Reminder for Multi Buy Opportunities

Promotional DiscountsBuying Club Enrollment

Streamlined Buying Club Enrollment in 6.1.2

• There is a new menu option at the POS to allow the cashier to add a customer to a Buying Club

• Instead of having to add a customer to a Buying Club using a trigger item, or manually selecting the CRM club from the customer record, they can just scan in the Club ID

• If you select No, the Enter New Customer screen will launch

• If you select Yes, the Find Customer screen will launch

• Search for Customer and click on Enroll in Buying Club

• You will be prompted to scan the Club ID barcode

• This will update the customer record and add the customer to the CRM club

Promotional DiscountsBuying Club Receipt

Show Buying Club “Free Dollars” on Receipt in 6.1.2

• New Machine Option to “Show Reward from Buying Club on Receipt”

• When enabled, this will print the accumulated Buying Club Free Dollars on the bottom of receipts printed for a customer who is in the Buying Club

Promotional DiscountsCombine Discounts

Combine Discounts and Set Precedence in 6.1.1

• There is a new Store Setting to ‘Combine Discounts’ which allows you to set the order you wish to have them applied

• Previously, you only had an option to ‘Use Best Price’ or the system applied the discount based on several variables

• When this new Combine Discounts setting is enabled, if multiple discounts are potentially being applied to the same line-item, each of them will be applied to the item’s price, in the order based upon the priority

• If Combine Discounts is not turned on, then if multiple discounts are potentially being applied to the same line-item, only one of them will be applied to the item’s price, whichever has the highest priority

• When ‘Use Best Price’ setting is enabled, if multiple discounts are potentially going to be applied to a particular line-item on the POS, only the discount which will produce the lowest price will be applied

Promotional DiscountsPop-up Reminder for Multibuy

Pop Up Reminder for Multi-Buy Opportunities in 6.1.2

• There is a new Store Setting to ‘Remind for Multi-Buy Opportunities’, which will enable Pop Up reminders when you are within a 20 percent threshold of receiving a Group Quantity or Multi-Buy discount

• There is a field in the Group Quantity Pricing and Multi-Buy Pricing screens which allows you to define the message you want to pop up reminding the customer about the discount opportunity

• In Settings > Stores > Stores List, edit your store(s)

• In the Point of Sale3 tab, enable the setting ‘Remind for Multi-buy Opportunities

• If you click on Yes, Please on the Pop-up screen, another Prompt will appear to enter customer name to allow you to put the receipt on hold, which you can recall at a later time

InventoryPresenter: Christine Rodriguez

Inventory

• Size and Attr2 Master List

• Gun Log Control Number

• Set “In Item Menu” in Change Style Attributes screen

• Ability to Delete Multiple Associated Items

• Redesign of Style Import Utility

• Rental Fees, Deposits and Style Detail

InventorySize and Attr2 Master Lists

Inventory

Addition of Size and Attr2 Master Lists in 6.1.2

• Modification Request from 2008 User Conference!

• In addition to the Attr1 Master List, we have added Attr2 and Size Master Lists to the Inventory section

• Master Lists allow you to set up your Attr1, Attr2, and Sizes, so that you can select from the list you predefine

Inventory

• To enable the use of the Master Lists, go to Settings > Stores > Stores List, and edit your store(s)

• In the Inventory tab, enable the settings to use the Master List (Use Attr1 Master, Use Attr2 Master, Use Size Master)

Addition of Size and Attr2 Master Lists in 6.1.2

Inventory

InventoryGun Log Control Number

Inventory

Gun Log Control Number in 6.1.1

• A new field is being added to each serial# transaction to track the control log#

• Each time a serial# is received into a store from PO receiving, Returns, Transfer In and Interstore Transfers, a new control log # will be assigned

• All other transactions will reflect the current control log# on that serial#

Inventory

Inventory‘In Item Menu’ Setting

Inventory

Set ‘In Item Menu’ in Change Style Attributes in 6.1.2

• You will now have the ability to set ‘In Item Menu’ option in Change Style Attributes

• Previously, you could only set this by editing each style you wanted to add into the Item Menu

Inventory

InventoryDelete Associated Items

Inventory

Ability to Delete Multiple Associated Items in 6.1.2

• You now have the ability to select and delete multiple associated items in the system instead of having to select and delete one at a time

• Previously, you could only select one at a time to delete

Inventory

InventoryRedesign of Style Import

Inventory

Redesign of Inventory Import in 6.1.2

• The Inventory Import process is being redesigned!

• The majority of the process is being moved out of the application server and into the database (using stored procedures) to optimize functionality

• In addition, frontend functionality is added to allow the user to maintain "templates“ which can be configured through the frontend with a drag-and-drop process of mapping source fields to destination fields to allow data files from multiple sources

Inventory

Redesign of Inventory Import in 6.1.2

• Go to Inventory > View/Alter Styles > Import > Import Styles

• Select File to Import, Pick Template to use for the import, then, Start Import

• Once complete, view Import Styles Log to see status details

Inventory

InventoryRental Fees and Deposits

Inventory

Rental Fees and Deposits in 6.1.1

• You can now flag an item as a Rental Item and define the Rental Fees at the Style Level

• Ability to search for Rental items from all Style search screens

• Ability to authorize a dollar amount as collateral when renting equipment. This can be taken as cash or as an authorized hold on a credit card

Inventory

• On Style List screen, you can now search for items flagged ‘Rental’

• You can also show items flagged as rental items in grid

Inventory

• On POS Screen, go to: Receipt Types > Rental

• Scan in or find item to rent

• Rental Terms will pop up with predefined fees

• Enter in Time Units and price will adjust

Inventory

• Under Point of Sale > CC Authorize Hold, you can put a hold on the customer’s card to be used as collateral for rental equipment

• Find Customer, select tender, enter the amount you want to put On Hold and click OK

Inventory

• You can view the CC Authorized Holds under Sales Back Office > Credit Cards > CC Authorized Hold List

• Search by Customer, Card Number, Clerk, Date or Store

Inventory

Purchase OrdersPresenter: Frank Eckert

Purchase Orders

• Future Uptick on PO• Make Special Orders in Purchasing filter by

Salesperson• Enhanced Edit of Receiving• Save Employee and Machine in PO Receiving• Option for Auto Wildcard Search for Style in PO• Add Quantity to Receiving Log List• New Columns on Special Order Status Screen• Bad Scans in Data Collector Screen

Purchase OrdersUptick on Purchase Orders

Purchase Orders

Uptick on Purchase Orders v6.1.1

• Price change at time of receiving takes any future upticks into consideration

• Properly calculates and saves new price for entire style or SKU

Purchase Orders

Purchase Order Detail

Purchase OrdersSpecial Order Filtering

Purchase Orders

Special Order Filtering v6.1.1

• Purchase Orders > Make Special Orders

• Special Orders now searchable by Salesperson

Purchase Orders

Make Special Order Screen

Purchase OrdersEnhanced Edit of Receivings

Purchase Orders

Enhanced Edit of Receiving's v6.1.2

• New functionality in screens where you can edit a receiving• Purchase Orders, Receiving Logs, Edit, Edit• In the Purchase Order Detail, on the Boxes/Customers tab• Accounts Payable, View Payables, Edit, View Merchandise, Edit

• When editing a receiving through the receiving logs, it is no longer necessary for the user to adjust one line at a time adjusting it on the top summary portion of the page automatically enters it in for all of the items on the receiving for that style

Purchase Orders

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Purchase OrdersEmployee and Machine number saved with receiving

Purchase Orders

Employee and Machine Number Saved with Receiving v6.1.2

• Purchase Orders > Receiving Logs

• Now saves the Employee Name and Machine number on receiving and this information is now shown on the Receiving Logs

Purchase Orders

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Purchase OrdersAuto Wildcard Search Setting

Purchase Orders

Auto Wildcard Search Setting v6.1.2

• Setting to automatically insert the wildcard character (*) when searching for a Style in a Purchase Order

Purchase Orders

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Purchase OrdersTotal Qty on Receiving Log List

Purchase Orders

Total Qty on Receiving Log v6.1.2

• Purchase Orders > Receiving Logs

• Addition of a “Total Quantity” column showing the total number of pieces received for a specific order

• Grand Total is shown at the bottom of the column, for the date range searched for

Purchase Orders

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Purchase OrdersNew Columns on Special Order Status Screen

Purchase Orders

New Columns on Special Order Status Screen v6.1.2

• Purchase Orders > Special Order Status

• Quantity column renamed to “PO Quantity” and shows quantity on the PO

• New column named “Ordered Quantity” added and shows the quantity on the customers special order

Purchase Orders

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Purchase OrdersBad Scans in Data Collector

Purchase Orders

Bad Scans in Data Collector v6.1.2

• When the system returns a bad scan for an item a report can be generated showing the previous good scan and the following good scan to allow for easier finding and correction of the bad scan

Purchase Orders

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TransfersPresenter: Frank Eckert

Transfers

• Show Individual Totals on Transfer Tab in Style Detail

• Automated Transfers

• Additional Search Options in Transfer to be Received Screen

TransfersIndividual Totals

Transfers

Individual Totals on Transfer Tab v6.1.1

• Inventory > View Alter Styles > Style List > Style Detail > Transfer History Tab

• Now shows the numbers of that particular style on the transfer order

Transfers

Style Detail – Transfer Tab

TransfersSystem Generated Transfers

Transfers

System Generated Transfers v6.1.1

• System analyzes the items that were sold, returned, and transferred since the last time the report was ran to see what inventory movements should be performed

• Transfers > Allocations/Transfers > System Transfer Requests

Transfers

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TransfersAdditional Search Criteria

Transfers

• Search by from and to stores, the date the transfer was created, the date the transfer was shipped, search for Allocator approved transfers, and for the transfer order number

Additional Search Criteria in Transfers to be Received v6.1.1

Transfers

View Transfers to be Received

Sales Back OfficePresenter: Frank Eckert

Sales Back Office

• Show Void Employee on Receipt Detail• Change Salesperson and Serial Number in

Receipt Detail• Daily Weather Data Report• Performance Meter for Managers• Print Gift Receipt from Sales Back Office• Add Customer Notes Screen to Customer Listing• Original Receipt Number in Receipt Detail in

Sales Back Office

• Spell Check on Memo fields in Celerant• Additional Columns and Changes to the

Sales Person Inquiry screen• Addition of COGS and Margin to Customer

Detail• Save Tax on Freight and Alterations in

Receipt• Summary Option: Increasing the Data

Fields

Sales Back OfficeVoid Employee on Receipt Detail

Sales Back Office

Show Void Employee on Receipt Detail v6.1.1

• Sales Back Office > Receipts

• Employee performing a void transaction on a receipt now shows on the receipt detail

Sales Back Office

Receipt Detail

Sales Back OfficeChange Sales Person/Serial

Sales Back Office

Change Salesperson and Serial Number v6.1.1

• Sales Back Office > Sales Transactions> Receipts

• New button to allow the selection of a new sales person to be placed on line items

• New button to allow the selection of a new serial number for a serialized line item

Sales Back Office

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Sales Back OfficeDaily Weather Report

Sales Back Office

• New functionality to show the weather conditions, High and Low temps, Net and Gross sales and Manager

• Sales Back Office > Transaction Summary > Weather Reporting

Weather Reporting v6.1.1

Sales Back Office

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Sales Back OfficePerformance Meter for Managers

Sales Back Office

Performance Meter for Managers v6.1.1

• Sales Back Office > Sales Transactions > Manager Inquiry

• New functionality to report on manager performance with breakdowns on Store, Hours Worked, Total Sales and Average Sales per Hour

Sales Back Office

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Sales Back OfficePrint Gift Receipt from SBO

Sales Back Office

Print Gift Receipt from SBO v6.1.2

• Sales Back Office > Sales Transactions > Receipts

• Allows back office personnel to re-print a gift receipt

Sales Back Office

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Sales Back OfficeCustomer Notes

Sales Back Office

Customer Notes v6.1.2

• Sales Back Office > Customer Notes

• Add notes to a customer’s record

• Search for notes on customers records by date, employee recording note and status

Sales Back Office

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Sales Back OfficeOriginal Receipt # in Receipt Detail

Sales Back Office

Original Receipt # in Receipt Details v6.1.2

• Sales Back Office > Sales Transactions > Receipts

• New column to show the original receipt number when viewing details on a return receipt

Sales Back Office

Receipt Detail

Sales Back OfficeSpell Checkers on Memo Fields

Sales Back Office

Spell checkers on Memo Fields v6.1.2

• In all memo fields, the ability to run a spell check against the entered memo

Sales Back Office

Receipt Detail

Sales Back OfficeSalesperson Inquiry Changes

Sales Back Office

Salesperson Inquiry changes v6.1.2

• Sales Back Office > Sales Transactions > Sales Person Inquiry

• Regular hours and over time hours now displayed as a decimal number

• Additional column “Login” displays employees login

Sales Back Office

Receipt Detail

Sales Back OfficeCOGS and Margin in Customer Detail

Sales Back Office

COGS and Margin in Customer Detail v6.1.2

• POS > Customers > History Tab

• Addition of COGS and Margin % to the information on the Customer History

• Shown for both “This Years Sales” and “Sales to Date”

Sales Back Office

Receipt Detail

Sales Back OfficeSaving Tax on Freight and Alterations

Sales Back Office

Save Tax on Freight and Alterations v6.1.2

• The breakdown of the sales tax rates and amount charged on freight charges and/or alteration charges saved in each receipt

• Allows for better tracking of the taxes assessed on these charges

Sales Back Office

Receipt Detail

Sales Back OfficeIncrease Available Data Fields in Summaries

Sales Back Office

Increase the Available Data Fields for Summaries v6.1.2

• In the right click grid options, increased the number of data fields available from four (4) to twelve (12)

• If percentages are given, a total for the percentages given at the bottom of the grid

Sales Back Office

Receipt Detail

AnalysisPresenter: Frank Eckert

Analysis

• Show Transfer Receiving on Serial Number History Report

• Convert Analysis Reports to Crystal Reports• Filter by Employee Status on Commission Summary

and Employee Analysis Reports• Grid Based Analysis Reports• AP and AR Aging Trial Balance Reports• ATF File Export• Audit Trail for Change Tender• Write to Audit Trail for Manager Overrides

AnalysisSerial # History Report

Analysis

Serial Number History Report v6.1.1

• Analysis > Analysis > Serial Reports

• When using In Transit, the "outbound" and "inbound" sides of an Interstore transfer now show as two different records on this report

• The outbound record now has the date of the transfer and the inbound now has the date of the receiving of that transfer in that store

Analysis

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AnalysisReports now run on Crystal

Analysis

Reports now run on Crystal Reports v6.1.1

• Reports now are created using Crystal Reports

• Users can now “customize” reports within Crystal Reports populated by the data provided by Celerant Command

Analysis

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AnalysisCommission Summary Filter

Analysis

Commission Summary Filter v6.1.1

• Analysis > Analysis > EmployeeAnalysis > Commission Summary

• New filter added to allow for searching for only those employees with a status of “Active” or “Terminated”

Analysis

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AnalysisGrid Based Analysis Reports

Analysis

Grid Based Analysis Reports v6.1.2

• Analysis > Report Designer

• Data mining type report builder allows for the building and saving of customized reports

Analysis

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AnalysisAP and AR Aging Trial Balance Reports

Analysis

AP and AR Aging Trial Balance Reports v6.1.2

• List and Total of all the Debit and Credit accounts for a company for a given period

• The trial balance is prepared after all transactions for the period have been journalized and posted to the General Ledger

Analysis

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AnalysisATF File Export

Analysis

ATF File Export v6.1.2

• Analysis > Analysis > Serial Reports > Export ATF File

• Export of sales data for serialized firearm data in a comma separated file

• This format is accepted by the ATF for reporting of firearms sales

Analysis

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AnalysisAudit Trail for Change Tender

Analysis

Audit Trail for Change Tender v6.1.2

• Analysis > Audit Trail

• When a tender is changed in Sales Back Office > Receipts an entry is now placed in the audit trail

Analysis

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AnalysisAudit Trail for Manager Overrides

Analysis

Audit Trail for Manager Overrides v6.1.2

• Analysis > Audit Trail

• Whenever a manager override is performed an entry into the audit trail is made

Analysis

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AccountingPresenter: Keith Haskins

Accounting

• Print List on Payable Merchandise• Ability to Apply Overpayments and Returns on

AR• Payin Detail Screen• Open Item and Balance Forward Receivables• Tax Dollar Amounts Editable in a Payable• Unassign AR Payments• Check # Search in AR Payments• Print Open Item Receivable Statements

AccountingPrint List on Payable Merchandise

Accounting

Print List on Payable Merchandise

• Version 6.1.1

• Accounts Payable > View Payable > Enter Payable > View Merchandise

• Addition of button allowing the Merchandise List to be printed

Accounting

• Fully integrated• Upload items from within celerant• Orders are inserted automatically back into celerant• Fulfillment is done in celerant

• Now allows you to print the list of all Merchandise attached to a payable

• Also can now export the list to Excel with a simple right click

Print List on Payable Merchandise

AccountingAbility to Apply Overpayments and Returns on AR

Accounting

Ability to Apply Overpayments and Returns on AR

• Version 6.1.1

• This will allow a company that performs “Open-item Receivables” to apply overpayments and returns to a customers outstanding charges

• Credits will be automatically converted to overpayments

Accounting

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Accounting

Ability to Apply Overpayments and Returns on AR

• New Open Item Receivable capability

• Can now apply credits to outstanding charges

AccountingPayin Detail Screen

Accounting

Payin Detail Screen

• Version 6.1.1

• Accounts Receivable > Payments

• A new screen has been added to allowing viewing of the detail of Payins

Accounting

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Accounting

Payin Detail Screen

• You can now see details such as:• Payment Breakdown • Amount• Receipt Nr• Charge Amount • Payment Method

AccountingOpen Item and Balance Forward Receivables

Accounting

Differentiate Open Item and Balance Forward Receivables

• Version 6.1.1

• Command now gives you options for Account Receivable methods

• Businesses can now chose between Open Item or Balance Forward methods

Accounting

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Accounting

Differentiate Open Item and Balance Forward Receivables

• Now you have the option as to how to handle your Accounts Receivable

• Open Item – Applying payments to specific invoices

• Balance Forward – Applying payments to account balance

AccountingPayables: Tax Dollar amounts now editable

Accounting

Make Tax Dollar Amounts Editable in a Payable

• Version 6.1.2

• Within a payable the tax % fields have always been editable

• Now the tax $ amount fields are editable

Accounting

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AccountingUnassign AR Payments

Accounting

UnaUnassign AR Payments

• Version 6.1.2

• The new Payment Detail screen now provides the ability to remove the link between the payment and the bill or bills it was applied to

Accounting

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Accounting

Unassign AR Payments

• An additional option to work with your Accounts Receivables

• If the incorrect bill is selected for payment, it can now be easily rectified

AccountingSearch for AR Payments by Check #

Accounting

Search for AR Payment by Check #

• Version 6.1.2

• A Check # search field has been added

• This will allow you to easily search for a payment associated with a particular check number

Accounting

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AccountingPrint Open Item Receivable Statements

Accounting

Print Open Item Receivable Statements

• Version 6.1.2

• Accounts Receivable > Open Item Statements

• This new node has been added to allow for printing detailed statements

Accounting

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Accounting

Print Open Item Receivable Statements

• The added flexibility to utilize Open Item vs Balance Forward Account Receivable

• Statements specifically geared toward your AR process

Settings/App ServerPresenter: Keith Haskins

Settings/Application Server

• Store Settings – Two new Inventory Settings• Backup Credit/Gift/SVC Lookups at POS• Option to Round Tax Totals at POS• Allow Renaming of Attr1 and Attr2• Machine Settings – Two new Receipt Printing Options• Ability to Set Taxes at Class Level• Confirm Inventory in Process Scheduler

• Combine Tasks in Process Scheduler• Auto Punch Out in Process Scheduler• Scheduled Task for Correcting X Scans• Quick Charge Auto Failover• Increased Retention of AppServer Log Files• Simplify Population of Fiscal Calendar• Copy Store Settings

Settings/App ServerStore Settings-Inventory: New Settings

Two new Inventory Settings

• Version 6.1.1

• The first will force a department to be selected when creating/editing a style

• The second will warn the user if a type had not be defined

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Two new Inventory Settings

• These options will help you maintain the integrity of your Taxonomy and Styles

• Settings will ensure that all staff enter items properly

Settings/App ServerBackup Credit/Gift/SVC Lookups at POS

Backup Credit/Gift/SVC Lookups at POS

• Version 6.1.1

• If a credit is looked up at POS and is not found when looking against the Main Server, (as is default), it should then look up that credit locally to see if it can be found there

Backup Credit/Gift/SVC Lookups at POS

• Added redundancy to ensure proper credits are available to customers

• If you have several locals in the same location, allows immediate access to data

Settings/App ServerOption to Round Tax Totals at POS

Option to Round Tax Totals at POS

• Version 6.1.1

• On the POS, taxes presently default to 4 decimal places

• This option will allow limit taxes to 2 decimal places

Add screenshot

Settings/App ServerAllow Renaming of Attr1 and Attr2

Allow Renaming of Attr1 and Attr2

• Version 6.1.1

• Settings > Stores > Store List > Store Detail > Inventory

• You can now rename Attr1 and Attr2 as best fits your business model

Add screenshot

Allow Renaming of Attr1 and Attr2

• Expanded adaptability within Command

• Allows you to tailor Celerant to your specific business requirements

Settings/App ServerReceipt Printing – Two new options

New Receipt Printing Machine Options

• Version 6.1.1

• Two new options

• Remove Brand and/or Style number

• This is for the Simple 40 Receipt type

Add screenshot

• Cleaner, less detailed Receipt

• Possible savings in disposable costs

New Receipt Printing Machine Options

Settings/App ServerAbility to Set Taxes at Class Level

Ability to Set Taxes at Class Level

• Version 6.1.1• You can now set taxes at the Department and Style level• For all new items being created, the user will setup AutoPricing for

Taxes• For all existing items, the Change Style Attributes Screen will be used• Create the specific tax rates from Settings > Options >Tax Code

screen

Add screenshot

Ability to Set Taxes at Class Level

• Additional flexibility to adjust to ever changing Tax Laws

• This will also be reflected in all Tax Reporting

Settings/App ServerProcess Scheduler – Confirm Inventory

Process Scheduler – Confirm Inventory

• Version 6.1.1

• Settings > Options > Task Scheduler>App Scheduler

• This enables the user to schedule a Confirm Inventory to run automatically

• Can be done for either a single store or all stores

Add screenshot

Process Scheduler – Confirm Inventory

• Allows you to set a schedule to run a Confirm Inventory prior to a Physical Inventory

• It is good to run this on a schedule from once a month to twice a year, as you feel is necessary

Settings/App ServerProcess Scheduler – Combine Tasks

Process Scheduler – Combine Tasks

• Version 6.1.1

• Settings > Options > Task Scheduler > App Scheduler

• The following tasks that were executed by the AppServer have now been built into the Scheduler

• Min/Max Utilities, CRM Item Count and the ASN Import

Add screenshot

Settings/App ServerAuto Punch Out in Task Scheduler

Process Scheduler – Auto Punch Out

• Version 6.1.1

• You can now automatically Punch Out employees that may have forgotten

Add screenshot

Settings/App ServerScheduled Task for Correcting X Scans

Process Scheduler – Correcting X Scans

• Version 6.1.1

• Run against the Main Server, you can now automate the task for correcting X Scans

Add screenshot

Settings/App ServerQuick Charge Auto Failover

Quick Charge Auto Failover

• Version 6.1.1

• The AppServer which processes Quick Charge has been modified so if the communication fails 3 times to the Quick Charge server, the AppServer will automatically “failover” to communicating with a different Quick Charge server

Quick Charge Auto Failover

• Built in redundancy to ensure that Credit Card transactions are processed

• Reduces the need to depend on Voice Authorizations

Settings/App ServerIncreased Retention of AppServer Log Files

Increased Retention of AppServer Log Files

• Version 6.1.1

• Now we will only compress files that are older then 4 days, instead of 2 days

• Create and maintain two zip files, each with a limit of 500mb

Increased Retention of AppServer Log Files

• Only compress files that are older than 4 days, instead of 2 days

• Create and maintain two zip files, each with a limit of 500MB• there will be one zip for the 7 days prior to the 4 days ago

• there will be another one for the 7 days prior to that each of these zips will be appended with the month and day of when the zip was created

• Only retain 2 zips, so once it is time to create a 3rd zip, delete the oldest of the two remaining one

Settings/App ServerSimplify Population of Fiscal Calendar

Simplify Population of Fiscal Calendar

• Version 6.1.2

• This will allow the user to enter the fiscal calendar for an entire year

• Simply specify the year being populated

• The beginning date of each fiscal month in this year and the number of weeks in each of the months

Add screenshot

Simplify Population of Fiscal Calendar

• If you have ever populated the fiscal calendar for the three required years. This save hours of tedious entry

• Can enter by week or year

• Year: Command populates the next segment, you simply pick the number of weeks

Settings/App ServerCopy Store Settings

Copy Store Settings

• Version 6.1.2

• Provides the ability to copy settings from one store to another

• Similar to the existing Copy Options functionality for Machine Options

Copy Store Settings

• Eliminates the need to manually set options for each store

• Takes much of the possible human error out of the process

Physical InventoryPresenter: Keith Haskins

Physical Inventory

• RFID and Serial Numbers

• Setting to Specify Date of Physical Adjust Transfers

• Add Attr1, Attr2 and Size to Export File

• Physical Inventory by Department/Brand

Physical InventoryRFID and Serial Numbers

Physical Inventory

RFID and Serial Numbers

• Version 6.1.1

• Now you can do a Physical Inventory using RFID scans or by Serial Numbers

• This reconciles the On Hands not the Serial Numbers

• You should not scan sku’s and serial numbers in the same batch

Physical Inventory

RFID and Serial Numbers

• RFID - Some tags can be read from several yards away and beyond the line of sight of the reader

• Serial Numbers – Added functionality for Firearms Vendors

Physical InventorySetting to Specify Date of Physical Adjust Transfers

Physical Inventory

New Setting to Specify Date of Physical Adjust Transfers

• Version 6.1.1

• Normally when a Physical is created with a Rollback date, the Physical Adjust Transfer Order is created with the Rollback Date

• You will now have the ability to create the Physical Adjust Transfer with the current date if desired

• This is a Db setting and you will need to contact Technical Support to implement it

Physical Inventory

Add screenshot

Physical InventoryAdd Attr1, Attr2 and Size to Export File

Physical Inventory

• Version 6.1.1

• Physical Inventory > Export Barcodes to File

• Now Attr1, Attr2 and Size are available options

Add Attr1, Attr2 and Size to Export File

Physical Inventory

Add screenshot

Physical Inventory

Add Attr1, Attr2 and Size to Export File

• Added options to ease readability and detail in barcode file for physical inventory

Physical InventoryBy Brand/Department

Physical Inventory

Physical Inventory by Brand/Department

• A new Method choice has been added to the Physical Inventory

• Allowing a Physical to be done by the combination of a particular brand and department

• When creating a physical inventory of this method, the user will be forced to assign both the brand and department to be counted for this physical

• This particular physical inventory will then only accept items that belong to both the selected brand and the selected department

Physical Inventory

Add screenshot

Wireless AppsPresenter: Keith Haskins

Wireless Applications

• Wireless Registry

Wireless ApplicationsWireless Registry

Wireless Registry

• Version 6.1.1

• A new wireless application has been added, allowing you to apply items to a Gift Registry

• An added option for your customers

• Simplifies the process for your staff

Wireless Registry

E-CommercePresenter: Zeke Hamdani

E-Commerce

• Dynamic Product Search/Navigation

• Quick View

• Packages

• Multiple Store Fronts

• Blow Out

• New Web Order Entry

E-CommerceDynamic Product Search/Navigation

E-Commerce

Add text title

E-Commerce

Benefits (or other title that is appropriate)

E-CommerceQuick View

E-Commerce

Add text title

E-Commerce

Add screenshot

E-Commerce

• Add Text

E-CommercePackages

E-Commerce

Add text title

E-Commerce

Add screenshot

E-Commerce

E-CommerceMultiple Store Fronts

E-Commerce

Add text title

E-Commerce

Add screenshot

E-Commerce

E-CommerceBlow Out

E-Commerce

Add text title

E-Commerce

Add screenshot

E-Commerce

E-CommerceNew Web Based Order Entry

E-Commerce

Add text title

E-Commerce

Add screenshot

E-Commerce

The End

Thank You for your attention and enjoy

the rest of the conference!

The End

Thank You for your attention and enjoy

the rest of the conference!

new features in v6 welcome!. point of sale presenter: christine rodriguez

point of sale slide

usps slide

pos shipping screen

point of sale fedex

point of sale changes

shipping rates

point of sale presenter

shipping carrier

Documents

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