These release notes cover all the changes made since the release of version 4.0A on December 28th 2016.

To download a PDF version of these Release Notes, click here.

To download the latest CoPOS (COA 4.1) release, click here.

CoPOS is excited to introduce integrated electronic invoicing direct from UNFI into CoPOS through the CoPOS Cloud. No more need to use a flash drive or any other computer. The invoices show up directly in options 8.7 Process Electronic Invoices and 8.1 Enter Item Prices. This feature has been previously available from select UNFI distribution centers but is now available on any UNFI account that uses the CoPOS POS system. We have been testing the integrated electronic invoicing in a few locations across the country for the past four months and UNFI has been able to resolve the issues that we have noticed. That said, this interface is still in beta and it is recommended that you continue to check, both your integrated electronic invoice and your paper invoice, for any discrepancies during the first month of utilization.

CoPOS now supports a delivery charge. A delivery charge can be added when selling a special order or an online order at the register. Delivery charges are added by entering “.DC” in the item column of the register. If a default delivery charge has been set up, CoPOS will display it in the price column. If an open ring delivery charge has been setup, CoPOS will prompted for the dollar amount.

To set up an open ring delivery charge or a default delivery charge use option 1.27 “Delivery Charges”. This option lets you specify the default delivery charge or an open ring delivery charge, as well as maintaining the tax status for the delivery charge. Note that the previous options 1.27 through 1.30 have been shifted down 1. (#1796)

The CoPOS menu option 4, Database, has been cleaned up to remove the extraneous verbiage of “Enter/Edit/List/Query.” The new wording continues to distinguish the options that allow user queries. Those are option 1, Item Database and option 4, Member Database.

Items in CoPOS can be exported from many different options in CoPOS. This handy export file contains many item attributes including the current or future sale price of items and the dates those items are on sale. There was a small issue with exporting the future sales that were marked as members only sales. This has now been corrected. (#1750)

It is now possible to bypass the file names assigned by CoPOS to file exports. This is done via a new System Constant, #279. (#1756)

The option Purge Members has been refined to have a similar user interface to the option Purge Items. Members to be purged can be reviewed on the screen or in a printed list or in Excel before purging. (#1802)

The balance on a Declining Balance Gift Card after the sale is completed is now shown on the screen. (#1735)

When entering initials, the user can now be forced to enter the initials of an on-file employee. This is controlled by a new System Constant, #286 and forces the initials to match an actual employee. (#1832)

Credit card processing can now be turned on or off at any CoPOS station. One register station can be configured to not use integrated credit card processing, while the other register stations use integrated credit card processing. (#1645)

Members or customers that have special orders and come to the register can now be looked up by using their order number. To pull up the member or customer using their order number type O/### in the Member Field of option 1.1 “Record a Sale”.

Comment: While this is not a big deal, it lays the groundwork for being able to handle orders that get auto-generated from an online store. The order number is also presented in option 5.1 “Enter (Place an Order)” after generating a special order and can be looked up in other special order options. (#1795)

It is now possible to filter by Session# in the options under the Balancing Tools menu. (#1745)

This option gains the ability to show the X-Tape on the screen for review before or instead of printing. (#1788)

It is now possible to have MULTIPLE Deposit In/Out Amounts. Multiple Deposit In/Out Amounts are set up after entering the default amount. When entering a Sale, if multiple Deposit In/Out Amounts exist, the cashier will be prompted to select the figure via the choice bar. Otherwise, Deposits In/Out behave as they did before this feature. (#1765)

It is now possible to easily view the Storewide Balance on all Declining Balance Gift Cards as of a specified date. This is a new option under the menu, Gift Card Options, called “View Storewide Balance of Gift Cards.” (#1763)

A prompt for Initials has been added to this option. Entering initials is a required action when using this option. The initials entered can be viewed in option 2.4 “IOU Payment Detail.” (#1816)

3.15 Print Repack Labels
When an Item is on sale, the sale price now shows on the screen when printing repack labels. (#1772)

3.20 Daily Sales (Movement) By Item
It is now possible to view spoilage figures by item when looking at this movement report. (#1740)

This option also has more extensive and clearer “Right Column” control. (#1780)

3.25 Sales (Movement) By Month
It is now possible to view spoilage figures by item when looking at this movement report. (#1740)

This option now exports the Average Items Sold per Month and Average Sale Dollars per month for the months included in the report. (#1768)

It is now possible to specify the field to display in the right-most column. You can choose between $Sold, $Cost, and $Profit. (#1781)

4.1 Item Database (with Query)
Preparation Charges can now be added to an item via the “Save and Continue” choice bar selection. (#1741)

4.1 Item Database (with Query)
It is now possible to default the sale prices of items to a percentage over cost by typing “%C” after the desired percentage over cost. This can also be done in option 8.2 “Enter Sale Prices”. (#1736)

4.1 Item Database (with Query)
The Alternate Item Code can now be queried in the Item Query. This is done by including field 1, which now reads “Item Code/Alt”, in the query. To indicate an Alternate Item Code, prefix your response with an “A/”. Example “A/*” will indicate ALL Items with an Alternate Code. (#1811)

4.1 Item Database (with Query)
Items that are Inactivated are now automatically removed from a Hotlist when inactivated. (#1831)

4.1 Item Database (with Query)
CoPOS will now alert the user when changing the item code of the open ring department default items. These are items/departments with codes between 1 and 17. (#1837)

4.1 Item Database (with Query)
When viewing items from an Item Query, it is now possible to view the date activated or the date inactivated for the items. These dates can be viewed using the choice bar function “Right Column”. (#1833)

6.10 Reduction Transfer (One Item)
It is now possible to specify the direction of transfer when doing a Department Transfer in this option. (#1729)

7.1 Post/Unpost Member Payments
Payment chits now print on an attached receipt printer when a member payment is received via this option. (#1726)

8.2 Enter Sale Prices
It is now possible to restrict the scope of items to ONLY have sales that match the “Sale Starts On” or “Sale Ends On” fields. (#1762)

8.10 Item Price Check and Change
A new option has been added to the CoPOS Pricing/Margin Options Menu (#8). This option, called “Item Price Check and Change,” is designed to make changing item prices (SRPs) easy to do from the floor. This option lends itself nicely to a future wireless CoTERM unit. (#1828)

8.31 Price Change Log
The changes in the log can now be filter be Cost or SRP and can also be restricted to the last pricing change only. (#1784)

10.9.4 Department Properties/Attributes
With this new option, CoPOS expands the number of department attributes to include Minimum Age requirements. When the department’s Minimum Age attribute is set to Yes, an item added to the department will automatically be set to prompt for a Minimum Age at the register. This new addition will make it easier to ensure that your store does not sell liquor to minors. (#1730)

1.1 Record a Sale
Items that are marked as not discountable are now priced correctly at the register when the item is on sale (sold at a reduced price) and the sale is to be used along with Member Discounts. (#1752)

Custom Discounts now work correctly when there are different discounts set up by Department. (#1827)

4.1 Item Database (with Query)
When viewing an item query and displaying the Alternative ID code for an item, the display was not accurate. This has been fixed. It should be noted that because of space limitations, only the last 10 characters of the Alt ID can be displayed. This is unfortunate since the Alt ID is designed to be in UPC A form which is 12 characters. This is expected to be corrected in a future CoPOS release. (#1813)

5.10 Open Special Orders
This option now works correctly when a response of “N” is given to Field #3 (Include Special Orders With ALL Items Received? Y/N). (#1819)

6.1.1 Enter Periodic Inventory Counts (Multiple Items)
Valuation figures now change correctly when posted via option 6.1.1, Enter Periodic Inventory Counts (Multiple Items). Specifically, if a pricing change was made on the base CoPOS figures while a Periodic Inventory is out, those changes are correctly incorporated to the Valuation Figures reported in 6.1.1. (#1721)

6.11 Reduction/Transfer (Multiple Items)
Singles (as in a single item of a break pack item) are now recognized as a valid quantity when doing a spoilage reduction or a transfer. (#1747)

#39 Show Alternate Item Code in Shelf Tags Where Relevant
Controls whether the Alternate Item Code (Alternate ID) is displayed on Shelf Tags instead of the Item Code when appropriate conditions are met. The conditions are:

1) The Item Code is a Number that is seven (7) digits or less.
2) The Item has an Alternate ID and that Alternate ID is twelve (12) digits.

If both of the above conditions are met, the Alternate ID will be displayed in place of the Item Code when this System Constant is set to “Y”. Otherwise the Alternate ID is NOT displayed on Shelf Tags. (#1814)

#277 Show Dietary Guides On Repack Labels
Controls whether Dietary Guides are displayed on Repack Labels. When shown on Repack Labels, Dietary Guides appear at the bottom of the area reserved for Item Ingredients.

Note: If the Item Ingredients comprise all of their allotted lines, the Dietary Guides are not shown — Item Ingredients take precedence. (#1712)

#278 Allow Rapid Edits of QOH Levels
Controls whether inventory QOH (Quantity On Hand) levels can be edited in a tabular fashion from within CoPOS. This editing is done using the Multiple Items/ Single Field function of option 4.1, Item Database.

Having this system constant turned on can save a good deal of time if inventory QOH levels need to be edited for many Items. This comes at the expense of less tight inventory controls. (#1792)

#279 Do NOT Enforce CoPOS Filenames when Exporting
Controls whether the filenames assigned by CoPOS to file exports can be altered. If this System Constant is set to “Y”, the entire filename can be altered. Otherwise, the root of the name is fixed and only the last several characters of the filename can be altered. (#1756)

#280 Do NOT Subtract Refunded Equity from Equity In on Sales Recap
Controls whether $Amounts from Equity Refunds are subtracted from the Equity In figures on the Sales Recap. The normal behavior is for Equity Refunds to be subtracted from Equity In. Setting this System Constant to ‘Y’ prevents this. (#1774)

#281 Block IOU Privileges For Overdue Members
Controls whether Members who are overdue in dues or equity payments will be allowed IOU privileges. (#1786)

#282 Use Single Perf 3 x 3 Expanded Labels (vs Dual Perf 3 x 4)
Controls whether the 3 x 3 Single Perforation labels or 3 x 4 Dual Perforation labels are to be used as Expanded Labels.

To select the Expanded Label Type, enter:
“Y” for 3 X 3 Single Perforation Labels
“N” for 3 X 4 Dual Perforation Labels

#283 Enable [Backspace] Exit in leftmost position of Fields
Controls whether the [Backspace] key behaves like the [ESC] key when pressed at the leftmost position in a field in the Text Editor. If this System Constant is is set to “Y” this will be the case. Otherwise, there is no change in the behavior of the [Backspace] key.

Note: In the Spring of 2017, the [Backspace] key was made to function like [ESC] while in boxes and elsewhere in CoPOS. This System Constant was created in case stores were concerned about inadvertent exits while ‘leaning’ on the [Backspace] key in a field in the Text Editor.

#284 Block “.” Payment Response in Record a Sale
Controls whether the “.” shortcut is blocked when entering payments while in Record a Sale. This shortcut, also called “Dot Pays Remainder” is used in Record a Sale to speed up the transaction. (#1817)

#285 Show Both Non-Member and Member Prices on Repack Labels
Controls whether a second form of Repack Label is produced. This second form shows pricing for BOTH Non-Members and Members. This form is not available on the dual perf labels (LPQ07 stock) due to size restrictions. Stores that offer generous Member Discounts might consider using this form.

Note: If your store does not offer a Member Discount on each and every sale, we advise that you leave this System Constant as “N”. (#1821)

#286 Validate Initial Entered to Those of an Employee On File
Controls whether cashiers are required to enter initials that correspond to those of an employee already on file. Entering “Y” will require the initials to be on file. (#1832)