Release Notes v3.6.4
These release notes cover all the changes made since the release of version 3.6.3. This includes information regarding changes that were already documented in the release notes for version 3.6.3a+b as well as version 3.6.3c.
Important Notes
Installing version 3.6.4 of CoPOS may disable some of your saved queries which are also known as existing queries. CoPOS has added new criteria in the item query and the new structure is not backward compatible. Consequently all the existing queries will need to be respecified, recompiled and saved.
If upgrading from a version before 3.6.3, remember that the CoPOS Item Template has changed. A new version is available at CoPOS.com. This replaces an older version and is required for options using this file to work properly. This new CoPOS Item Template says “Use with CoPOS v3.6.3 or Later” in the file header.
Option 8.19 Print MULTIPLE Shelf Tags has changed to 8.20
Option 8.20 Print Shelf Tag for ONE Item has changed to 8.21
New and Changed Features:
CoPOS Announces Direct Integration with the UNFI Website
CoPOS is excited to announce integration with the UNFI EDI (Electronic Data Interchange) server. You can now automatically download your UNFI Invoices straight from the UNFI website into CoPOS and process them in options 8.1 Enter Item Prices or option 8.7 Process Electronic Invoices.
If you are interested in this new feature, contact CoPOS to walk you through essential procedures. From there you need to contact your UNFI representative and get the login credentials for the UNFI EDI server. This will be an FTP username and password for the server ftp1.unfi.com. You add these credentials to CoPOS and the Invoices are downloaded and converted automatically into files ready to be processed.
The photo shows a list of your UNFI invoices automatically downloaded and converted and ready to process in CoPOS.
Smart Rounding is Available — this is a new CoPOS SRP price rounding methodology
CoPOS learned that many Co-ops were starting to use a more sophisticated methodology to round their prices. Here is how it works:
If the price (SRP) is:
1. < (less than) $3 round up to .19, .39, .69, .99
2. Between $3 and $6 round up to .39, .69, .99
3. Between $6 and $10 round up to .69 and .99
4. > (greater than) $10 round up to .99
As a buyer or manager you can always use whatever price point you like and CoPOS will show you what your margin will be. If your co-op is interested in using this methodology it is now available as a system wide setting in option 9.1 Store Settings or while updating prices in option 8.1 Enter Item Prices. Smart Rounding was implemented in place of $SLIP rounding which nobody seemed to be using.
Quick Member Contact List
CoPOS has had a some requests recently to be able to print out a quick member list with contact information to make calls to members for special events or for other reasons. Now you can do this. In many of the Membership options you can now choose to [Print List] and than [Quick Member Contact List] to accomplish this task. The membership options that have been updated with this functionality include, 7.6 Member Newsletter Status, 7.7 Member Voting Status, 7.8 Patronage Distribution Method, 7.11 Overdue Members, 7.12 Member Sales By Date, 7.14 Member Sales By Volume, 7.15 New Member Signups, 7.17 Member Discounts and 7.18 Member Payments.
CoPOS Weigh and Label Kiosk
The Weigh and Label Kiosk now has the ability to allow customers to use their own containers. “*tare” will allow customers to override the default tare of the item. To enable this feature set System Constant #125 to Yes.
1.1 Record a Sale
Provided the capability to Block the COST Syntax when entering Prices in option 1.1. This is controlled by a new System Constant, #232, which when set to “Y”, blocks the use of COST Syntax in Enter a Sale (1.1)
1.3 Enter a Return
Notes can now be attached to returns. These attached notes can then be viewed in option 1.9 Returns Query.
1.4.8 Gift Card Inquiry
This option now allows the inquiry to be filtered by a Member or a Customer
1.4.10 Create Gift Cards From Patronage Rebates
Figures from DBGCs that are created or incremented via this option are now shown on the Sales Recap in option 3.1. They Increment the following fields on the Sales Recap:
1) Gift Cards Purchased
2) Patronage via DBGC (this is a new field)
1.7 Inquire on a Sales
The Declining Balance Gift Card (DBGC) used in a sale is now displayed in this option. There is a summary option called [DBGC Info] to view the details of the DBGC used in the sale. The option is under [More] in the choice bar.
1.8 Sales Query
The sales query can now be consolidated by member. This is done by selecting the option [More] and than [Member Summary].
There have also been 4 additional Green Attributes that can be shown in the Righthand Column. These are:
1) Local Source
2) Organic
3) P6 Standards
4) Independent Producer
This new feature will easily give the ability to look up information such as how much locally sourced product did any member purchase over a given amount of time. Or what percentage of organic products did any member purchase over a given amount of time.
The Declining Balance Gift Card (DBGC) used in a sale is now displayed in this option. There is a summary option called [DBGC Info] to view the details of the DBGC used in the sale. The option is under [More] in the choice bar after viewing an individual sale.
1.9 Returns Query
Notes entered regarding a return can now be viewed and printed on the Returns Report
2.3 IOU Payment Summary
Initials of the individual who collected a payment in option 2.7, Enter IOU Payments/Credits, or at the Register in option 1.1, Record A Sale, are now shown in this option when looking at the payment detail. Requires system constant 207, Require Initials When Entering IOU Payments via 2.7, be set to yes.
2.4 IOU Payment Detail
Initials of the individual who collected a payment in option 2.7, Enter IOU Payments/Credits, or at the Register in option 1.1, Record A Sale, are now shown in this option when looking at the payment detail. Initials are also printed in the reports and exported in the file IOUPD.txt. Requires system constant 207, Require Initials When Entering IOU Payments via 2.7, be set to yes.
2.7 Enter IOU Payments/Credits
Now prompts for the Initials of the individual who collects a payment. Requires system constant 207, Require Initials When Entering IOU Payments via 2.7, be set to yes.
3.18 Sales By Hour
For those of you who track Hourly Sales By Department (System Constant
#66 set to Yes), the print option has been added when viewing a selected department.
3.20 Daily Sales By Item
This option now has the capacity to toggle between displaying Inventory Information and Pricing information. Inventory information includes the number sold, Quantity On Hand and the Low Reorder Number. In order for this capacity to be realized, Active Inventory MUST be turned ON.
Added a Quantity On Hand (QOH) column in the printed report when Active Inventory is turned on.
3.24 Monthly Sales By Department
It is now possible to view detail on the Monthly Sales By Department report. Simply use the choice bar option [view detail].
3.25 Sales (Movement) By Month
Brand Names are now part of the Sales (Movement) By Month export.
4.1 Item Enter/Edit/List/Query -> [Query]
Added the capability to filter by Member Only Sale when doing a query of items on Future Sales.
Item Queries can now be run on both Existing Queries and Item Lists in addition to the Item database. This means the primary data source (the file searched first) can be either an Existing Item Query or an Item List.
5.1 Enter (Place) a Special Order
Items that are not in the system can be added via this option. This feature was mistakenly removed in the last release.
6.14 Inventory Inquiry By Item
A summary of Periodic Counts can now be viewed for Items.
7.23 Member Patronage
This report now shows the total basis dollars used to calculate the patronage distribution.
7.25 Individual Member Sales by Month
This report now displays the total sales and the average net sales by month.
8.1 Enter Item Prices
The Price Change Summary option under the choice bar option [Chg ALL] now gives you summary information regarding the price changes that have been made.
8.23 Print MULTIPLE Sale Tags
Sale Tags printed by CoPOS now show the UPC.
10.1.2 Enter Employee Hours Worked (By Day)
This option now displays the current work week as defined by System Constant 91 “Start Week on Sunday instead of Monday.”
10.1.3 Enter Employee Hours Worked (By Employee)
This option now displays the current work week as defined by System Constant 91 “Start Week on Sunday instead of Monday.”
This option can now be set to default to the current work week using System Constant 236.
Bug Fixes:
1.1 Record a Sale
Senior Discount now recalculates prices correctly on a Senior Day
Restored the functionality of “C” when in any Payment field to apply the remainder to a credit cards and chose the type of credit card or debit card used.
1.3 Enter a Return
Attached bottle deposits now work correctly when returning singles of a break pack item.
1.4.1 Enter/Recharge a Gift Card
Fixed a rare situation where Gift Card numbers, when recharged, were lost.
1.4.2 Delete a Gift Card
Fixed imbalance problems on the Sales Recap (Option 3.1) that occurred when a Declining Balance Gift Card (DBGC) created by a Patronage Distribution was deleted using this option.
1.4.10 Create Gift Cards From Patronage Rebates
When creating declining balance gift cards from a member patronage file, the first member is now included.
1.7 Inquire on a Sales
Fixed a problem with sales that were paid for by a Paper Gift Certificate that occasionally showed up as being paid for by a Declining Balance Gift Cards (DBGC).
1.8 Sales Query
Respecifying Dates on the Sales Query now works. After you do a Sales Query, you are now able to go back and change the dates of that query without changing other search criteria.
Fixed a problem with sales that were paid for by a Paper Gift Certificate that occasionally showed up as being paid for by a Declining Balance Gift Cards (DBGC).
1.10 Cash Payouts Query
Cash Payout Notes now appear on Cash Payout Query.
1.12.11 Opening Tills
All the tills for the day, not just the first one, are now shown in this option.
3.1 Sales Recap
The Sales Recap export now handles missing Department Macros. Department Macros are a way of grouping Departments together. This feature is controlled via System Constant #132. If Department Macros are Enabled and the Sales Recap Export detects unmapped Departments, Department Macros are not used.
3.2 Sales Recap Comparison
Corrected the figures in option 3.2 because they did not match the Department figures in option 3.1 when option 3.2 was ran for Specific Department(s). The figures in option 3.2 were always too high for the previous year which resulted in the erosion of profit or a loss for Departments. The problem was that the previous year was set to include 1 more day.
3.20 Daily Sales by Item
1) Corrected a computational problem. This problem only occurred when using a Gross Sales basis and when an item was sold using a price overwrite.
2) The #Sold now displays correctly.
4.1 Item Enter/Edit/List/Query -> [Print a Tag]
Suppressing the date while printing a shelf tag now works. Printing a shelf tag in this option was not respecting the setting of system constant 196, Block Date on Shelf Tag.
4.1 Item Enter/Edit/List/Query -> [Query]
Querying for items On Current Sale with a particular sale flyer type now works.
Querying for items on Future Sale now works correctly.
4.1 Item Enter/Edit/List/Query -> [Edit]
Using the notation c#.## in the Item Price (SRP) field of option 4.1 Item Enter/Edit/List/Query now correctly updates the SRP using the current margin when answering [Yes] to the question, “Adjust SRP to Reflect Cost Change.” Example: typing “C1.10” in the Item Price (SRP) field will now correctly change the cost of the item to 1.10 and update the SRP based on the current item’s margin when directed to do so.
7.14 Member Sales By Volume
The option [View Summary By Type] occasionally produced an error that is now fixed.
8.10 Delete Sales
Now works correctly when both current and future sales are selected for deletion.
8.21 Print Shelf Tag for ONE item
This option now lets you specify the number of Shelf Tags to print when System Constant #190 is set to Yes
CoSAT Bug Fixes:
3 Conduct a Periodic Inventory
Adding a new item while doing periodic inventory on CoSAT now works. It is important to remember to import the item file from the CoSAT to the CoPOS server BEFORE transferring the periodic inventory file from the CoSAT to the CoPOS server.
System Constant Changes/Fixes:
#125 Allow Customers to Enter Tare Weights at the Weigh/Label Kiosk
Controls whether customers can enter Tare Weights at the Weigh/Label Kiosk.
This is helpful if customers bring in their own containers. It also opens the
door to theft (customers can enter an inflated Tare Weight).
Related System Constants: NONE
#226 Use Small Tags for Weighing Kiosk
Controls the size of a label printed at the Weighing Kiosk.
If set to “Y”, smaller labels are used. Their dimensions are 1.25″ x 1.25″.
If set to “N”, larger labels are used. Their dimensions are 2″ x 1.25”.
Related System Constants: #227
#227 Use Small Labels at the Pricing Kiosk
Controls the size of a label printed at the Pricing Kiosk.
If set to “Y”, smaller labels are used. Their dimensions are 1.25 x 1.25″.
If set to “N”, larger labels are used. Their dimensions are 2″ x 1.25”.
Related System Constants: #226
#228 Automatically Export Price Changes and New Items to Online Store
Controls whether CoPOS can communicate with an online store. In order for this to work, you need to set up a file path C:\IPC\STORE. If this System Constant is set to “Y”, any SRP changes and all new Items will be sent to the Store when CoPOS starts up.
Related System Constants: NONE
#229 Allow SRP Changes From Invoices to be Selectively Blocked
Controls whether SRP changes that come in from electronic invoices can be blocked on a per-item basis. If this System Constant is set to “Y”, you have the capability of selectively blocking SRP changes arising from electronic invoices on a per-item basis. Otherwise, this is not possible.
Related System Constants: NONE
#230 Use Invoice Processing Feature of Controller
Controls whether the Invoice Processing Feature of the Controller is enabled.
CoPOS has a feature that lets you automatically download UNFI Invoices from
their website and place these invoices in the CoPOS Standard Invoice form.
All of this happens automatically — no more cutting and pasting, no more
file renaming. Setting this System Constant to “Y” enables this feature.
Related System Constants: NONE
#231 Show Item Code on receipt instead of Receipt Description
Controls whether the Item Code or receipt Description is displayed on Sales and Return Receipts. Set this System Constant to “Y” in order to have Item Codes displayed.
Related System Constants: None
#232 Block “COST” Syntax for Item Prices AT THE REGISTER
Controls whether the “Cost” syntax is blocked when overwriting Item Prices in option 1.1, Enter a Sale. Setting this System Constant to “Y” blocks this syntax Otherwise, it is permitted.
Related System Constants: None
#233 Prompt for DBGC# If Member or Customer has no DBGC on file
Controls whether the Declining Balance Gift Card# (DBGC) is promoted for when a new DBGC is entered. If this System Constant is set to “Y”, a prompt for the DBGC is issued. Otherwise, things work as they did before.
This allows for a more intuitive way to sell physical Gift Cards with bar codes. This will prompt the user in option 1.4.1 “Enter/Recharge a Gift Card” to scan in the physical gift card instead of having CoPOS automatically assign a gift card number.
Related System Constants: None
#234 Show Tally of Locally Purchased Items at End of Sale
Controls whether the dollar amount and percentage of local items purchased in a sale are displayed on the screen at the end of a sale. Items are marked as “Local” utilizing the green fields in option 4.1 Item Enter/Edit/List/Query.
Related System Constants: #7, #8, #11, #14, #15, #19, #47, #104, #124, #126, #143, #149, #154, #180
#235 Indicate Locally Sourced Items on Repack Labels.
Controls whether Locally Sourced Items (Items with a Green Status that contains “L”) are indicated as such on the Repack Labels. If this System Constant is set to “Y” it supersedes the Country/State of Origin.
Related System Constant: #195 (Show Country of Origin on Label)
#236 Default Date Range in Timekeeping Options is this Week
Controls whether the Default Dates on Options 10.1.3, 10.1.5, 10.1.6 and 10.1.7 default to Today or the Current Week. Setting System Constant #236 to “Y” defaults the From and Thru Dates on the above Options to the current week. Otherwise, the From and Thru Date are defaulted to Today.
Related System Constant: #91
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