new features in v6 welcome!. point of sale presenter: christine rodriguez
TRANSCRIPT
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
FedEx and USPS Shipping Integration in 6.1.1
• 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
Point of Sale
FedEx and USPS Shipping Integration in 6.1.1
• 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
Point of Sale
FedEx and USPS Shipping Integration in 6.1.1
• 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
Point of Sale
FedEx and USPS Shipping Integration in 6.1.1
• At POS > Misc1 > Shipping, enter Shipping Weight, and click on Shipping Rates to bring up the Check Rates Screen
Point of Sale
Point of Sale
FedEx and USPS Shipping Integration in 6.1.1
• 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
Point of Sale
FedEx and USPS Shipping Integration in 6.1.1
• 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
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
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
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
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
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
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
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
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
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
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
Point of Sale
Point of Sale
Point of Sale
Promotional Discounts
Presenter: Christine Rodriguez
Promotional Discounts
Major Topics To Be Covered In This Presentation
• Streamlined Buying Club Enrollment
• Show Buying Club Free Dollars on Receipt
• Option to Combine Discounts
• Reminder for Multi Buy Opportunities
Promotional DiscountsBuying Club Enrollment
Promotional Discounts
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
Promotional Discounts
Promotional Discounts
• 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
Streamlined Buying Club Enrollment in 6.1.2
Promotional Discounts
Promotional Discounts
• You will be prompted to scan the Club ID barcode
• This will update the customer record and add the customer to the CRM club
Streamlined Buying Club Enrollment in 6.1.2
Promotional DiscountsBuying Club Receipt
Promotional Discounts
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 Discounts
Promotional DiscountsCombine Discounts
Promotional 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
Promotional Discounts
Promotional Discounts
Combine Discounts and Set Precedence in 6.1.1
• 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
Promotional Discounts
Combine Discounts and Set Precedence in 6.1.1
• 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
Promotional Discounts
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
Promotional Discounts
Pop Up Reminder for Multi-Buy Opportunities in 6.1.2
• In Settings > Stores > Stores List, edit your store(s)
• In the Point of Sale3 tab, enable the setting ‘Remind for Multi-buy Opportunities
Promotional Discounts
Promotional Discounts
Promotional Discounts
Pop Up Reminder for Multi-Buy Opportunities in 6.1.2
• 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
Major Topics To Be Covered In This Presentation
• 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
Inventory
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
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
Inventory
Rental Fees and Deposits in 6.1.1
• On Style List screen, you can now search for items flagged ‘Rental’
• You can also show items flagged as rental items in grid
Inventory
Inventory
Rental Fees and Deposits in 6.1.1
• 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
Inventory
Rental Fees and Deposits in 6.1.1
• 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
Inventory
Rental Fees and Deposits in 6.1.1
• 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
Major Topics To Be Covered In This Presentation
• 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
Major Topics To Be Covered In This Presentation
• 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
Major Topics To Be Covered In This Presentation
• 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
Sales Back Office
Major Topics To Be Covered In This Presentation
• 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
Major Topics To Be Covered In This Presentation
• 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
Major Topics To Be Covered In This Presentation
• 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
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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
Major Topics To Be Covered In This Presentation
• 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
Settings/Application Server
Major Topics To Be Covered In This Presentation
• 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
Settings/Application Server
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
Settings/Application Server
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Settings/Application Server
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
Settings/Application Server
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
Settings/Application Server
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
Settings/Application Server
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
Settings/Application Server
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Settings/App ServerAllow Renaming of Attr1 and Attr2
Settings/Application Server
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
Settings/Application Server
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Settings/Application Server
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
Settings/Application Server
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
Settings/Application Server
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Settings/Application Server
• Cleaner, less detailed Receipt
• Possible savings in disposable costs
New Receipt Printing Machine Options
Settings/App ServerAbility to Set Taxes at Class Level
Settings/Application Server
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
Settings/Application Server
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Settings/Application Server
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
Settings/Application Server
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
Settings/Application Server
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Settings/Application Server
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
Settings/Application Server
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
Settings/Application Server
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Settings/App ServerAuto Punch Out in Task Scheduler
Settings/Application Server
Process Scheduler – Auto Punch Out
• Version 6.1.1
• Settings > Options > Task Scheduler > App Scheduler
• You can now automatically Punch Out employees that may have forgotten
Settings/Application Server
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Settings/App ServerScheduled Task for Correcting X Scans
Settings/Application Server
Process Scheduler – Correcting X Scans
• Version 6.1.1
• Settings > Options > Task Scheduler > App Scheduler
• Run against the Main Server, you can now automate the task for correcting X Scans
Settings/Application Server
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Settings/App ServerQuick Charge Auto Failover
Settings/Application Server
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
Settings/Application 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
Settings/Application Server
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
Settings/Application Server
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
Settings/Application Server
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
Settings/Application Server
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Settings/Application Server
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
Settings/Application Server
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
Settings/Application Server
Settings/Application Server
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
Major Topics To Be Covered In This Presentation
• 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
Title (add screenshot)
Physical Inventory
• Fully integrated• Upload items from within celerant• Orders are inserted automatically back into celerant• Fulfillment is done in celerant
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
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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
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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
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Wireless AppsPresenter: Keith Haskins
Wireless Applications
• Wireless Registry
Major Topics To Be Covered In This Presentation
Wireless ApplicationsWireless Registry
Wireless Applications
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 Applications
Wireless Registry
E-CommercePresenter: Zeke Hamdani
E-Commerce
Major Topics To Be Covered In This Presentation
• Dynamic Product Search/Navigation
• Quick View
• Packages
• Multiple Store Fronts
• Blow Out
• New Web Order Entry
E-CommerceDynamic Product Search/Navigation
E-Commerce
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E-Commerce
Title (add screenshot)
E-Commerce
• Fully integrated• Upload items from within celerant• Orders are inserted automatically back into celerant• Fulfillment is done in celerant
Benefits (or other title that is appropriate)
E-CommerceQuick View
E-Commerce
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E-Commerce
Add screenshot
E-Commerce
Benefits (or other title that is appropriate)
• Add Text
E-CommercePackages
E-Commerce
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E-Commerce
Add screenshot
E-Commerce
Benefits (or other title that is appropriate)
E-CommerceMultiple Store Fronts
E-Commerce
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E-Commerce
Add screenshot
E-Commerce
Benefits (or other title that is appropriate)
E-CommerceBlow Out
E-Commerce
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E-Commerce
Add screenshot
E-Commerce
Benefits (or other title that is appropriate)
E-CommerceNew Web Based Order Entry
E-Commerce
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E-Commerce
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E-Commerce
Benefits (or other title that is appropriate)
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!