Important Notes

Some new features require specific CoPOS file templates available on our website at www.copos.com/download/

New and Changed Features:

Storewide Coupons

CoPOS now has the ability to apply a store wide coupon.  This means that a coupon can be setup to take, for example, $5 dollars off an entire purchase or 5% off an entire purchase.  A coupon can also be configured to automatically take more money off, or a high percentage off, when the sales total reaches a predefined amount.  Multiple coupons can be setup in the system at the same time. When multiple coupons are present, the cashier has the option to choose which coupon to use. The coupons are tracked as store coupons in the 3.1 Sales Recap report.  There is currently no separate tracking of these coupons.  All Storewide Coupons will be recorded as Store Coupons.  CoPOS plans to add the ability to link these coupons to a member and have them work as part of the Basic Member Discount structure.  This would allow the coupon to be taken once and only once by each co-op member during a defined time period such as every month or calendar quarter.

To setup a Storewide Coupon, go to option 4.17 Storewide Coupons.  To use a Storewide Coupon while in a sales transaction, type F8 for Coupons, choose [Apply Coupon] and than at the prompt, “Apply Coupon to Line#:” type in “.s” or “sale” or “all.”  The F10 help text lists these options as well. Read more about this option below in the section CoPOS – New and Changed Features.

Create, Modify and Delete both Item Lists and Member Lists

Create your own custom Item Lists or Member Lists.  This is a great new option that allows you to add your own unique list of members or items to a list.  You can than use that list in many CoPOS options where List is one of the Selection Input Methods. Try out these new feature by going to options 4.18 and 4.19.  Lists can also be deleted using these options.

CoPOS Integration with CostGuard

CoPOS now integrates with CostGuard which is software for managing deli costs and inventories. The software provided by CostGuard is completely separate from CoPOS but we understand that several of our clients are using CostGuard for managing deli costs and inventories.  CoPOS only uses the Ingredient (Labeling) segment of CostGuard. To find out more about CostGuard, visit their website:  www.costguard.com

CoPOS – New and Changed Features:

1.1  Record a Sale 

Returns can now be done from within option 1.1 Record a Sale.  This is done by going to the Member Selection [F7] and entering “.RETURN”.  When you do this, you are taken to option 1.3 Enter a Return where Items can be returned. If you get to the option Enter a Return in this manner, you are blocked from changing the Member. Currently returns done this way results in two separate tenders, one for the return and the other for the sale.  At some later point, CoPOS will consider bundling these two tenders into one.  For now, you can return the item as [Store Credit] and than CoPOS will immediately ask you to use that credit when you return to the sales transaction.  This is a nice way to apply the money from the item returned directly to the current sale.  This method uses the DBGC (Declining Balance Gift Card) feature and works well if the current member does not already have a DBGC.

1.8  Sale Query 

Member information can now be viewed much faster from within the Sales Inquiry.  This is done from the [Detail] option and than selecting [View Member] when browsing sales.

4.14  Item Group Enter/Edit/List 

Items can now be added to an Item Group using a CoPOS List or the CoPOS Item Template file.

4.17  Storewide Coupon Enter/Edit/List

A Storewide Coupon covers an entire Sale rather than just one Item. Storewide Coupons can be set up to handle absolute dollar amounts off or percentages off.

Storewide Coupon can apply different coupon amounts based on net sales. For example:

• $5.00 off purchases over $50.00 and $20.00 off purchases over $100.00
• 10% off purchases over $50.00 and 20% off purchases over $100.00

Applying a Storewide Coupon in Record a Sale:

• After all Items have been entered, press the [F8] key than [Apply a Coupon]
• At the prompt, “Apply Coupon to Line#:”  enter “.S” or “SALE” or “ALL”.
• If there is more than one Storewide Coupon in the database, the cashier is asked to select one.  Otherwise, CoPOS will automatically apply the Storewide Coupon as a Store Coupon.

CoPOS applies the Storewide Coupon proportionally to all Items in the sale, so wait until all Items have been rung up to apply the Storewide Coupon. If you try to add more items, CoPOS will simply ask you to “un-apply” the Storewide Coupon before continuing.

Notes:

• Only one Storewide Coupon can be used in a sale.
• Storewide coupons can be used with other coupons.

4.18  Item List Enter/Edit/List

View existing Item Lists, add new items to a list, delete items from a list or create a whole new list. Item Lists can also be generated from many options throughout CoPOS or imported from the CoPOS Standard Item File (CoPOS Item Template).  In many options, the way to create a list is by selecting [Print/Export], then [Save List].  These lists along with the lists created in this option are available for use as a selection method throughout CoPOS. An entire list can be deleted as well.

4.19  Member List Enter/Edit/List

View existing Member Lists, add new members to a list, delete members from a list or create a whole new list. Member Lists can also be generated from many options throughout CoPOS or imported from the CoPOS Standard Member File (CoPOS Membership Template).  In many options, the way to create a list is by selecting [Print/Export], then [Save List].  These lists, along with the lists created in this option, are available for use as a selection method throughout CoPOS. An entire list can be deleted as well.

6.1.2  Enter Periodic Inventory Counts (For Individual Items) 

Scanning an Item UPC code in the field “Qty Counted” in this option now results in the quantity being incremented by 1 and the user returning to the field “Qty Counted”.  Being able to do this speeds up counts, particularly when they are done by a single individual.  This feature is available in the CoSAT option Conduct a Periodic Inventory as well.

6.25  Import Item Ingredients 

Item Ingredients can now be imported en masse from either the CoPOS Item Ingredient file or from a the standard CostGuard ingredient export file.  You can download the CoPOS Item Ingredient File at www.copos.com/download/

6.26  Out of Stock Items 

CoPOS now has a systematic way of marking Items as Out of Stock along with specifying the Date Out of Stock and the Date Expected Back.  The Item Query offers the ability to query for Out of Stocks.  Finally Out of Stock Tags can be printed for individual Items that are Out of Stock or en masse.

8.23  Print MULTIPLE Sale Tags

Sale Tags can now be printed on CoPOS LPQ05 shelf tag stock.

8.24  Print Sale Tags for ONE Item

Sale Tags can now be printed on CoPOS LPQ05 shelf tag stock.

CoPOS – Bug Fixes:

1.4.1  Enter/Recharge a Gift Card

The correct DBGC# now shows up when looking up Customers with DBGCs.

1.12.13  Transaction Log

The Transaction Log now correctly reports the Sale Amount when cash is returned at the register.  This fix ONLY works going forward from the date CoPOS version 3.6.5B is installed.

4.1  Item Enter/Edit/List/Query

Fixed the [Print List] option to work correctly when printing to the AUX Device while at a CoTERM.

4.4  Member Enter/Edit/List/Query

Fixed a problem where the next quarterly discount is displayed incorrectly in the option, “Last Discount Taken.”

4.4  Member Enter/Edit/List/Query – Member Query

Members with Refunded Equity now correctly query using the Member Query

6.1.6  Inventory Sheets

This option now respects the sort order within Departments when a separate sheet is printed for each Department.

7.3  Enter/Edit/View Fixed Member Days

Items marked as non-discountable will NOT be discounted during Member Day Sales for both members and non-members.

8.2  Enter Sale Prices

Sale Tags now print when a sale is to start on a future date.

8.10  Delete Sales

Future Sales can now be deleted using Option 8.10 in all situations.

CoSAT – New and Changed Features:

3  Conduct a Periodic Inventory

Scanning an Item UPC code in the field “Qty Counted” in this option now results in the quantity being incremented by 1 and the user returning to the field “Qty Counted”.  Being able to do this speeds up counts, particularly when they are done by a single individual.  This feature is also available in CoPOS option 6.1.2 “Enter Periodic Inventory Counts (For Individual Items)”.

System Constant Changes/Fixes:

#246 Automatically Print TWO DBGC Receipts When Entering a DBGC

It is now possible to automatically print two DBGC (Declining Balance Gift Card) Receipts when entering or recharging a DBGC in option 1.1 Record a Sale or option 1.4.1 Enter/Recharge a Gift Card.

#247 Show additional History in Item Profile

Controls whether the Last 30 Days Sales or Price Changes are initially displayed in the Item Profile. There may be a short delay while CoPOS compiles Sales Data. Not all stores track Pricing Changes (See System Constant #185).

Note: This System Constant controls whether the display of either occurs.

System Constant #248 controls which (Last 30 Days Sales or Price Change History) is displayed.

Related System Constants:  #248

To further clarify System Constants #247 and 248, see the flowchart below:

System Constant #247 = “N” ———> Nothing Displayed

| = “Y”

System Constant #248 =

|

—————————————-

|                                                           |
“N” – Display last 30 days sales             “Y” – Display Pricing Changes

#248 Show Pricing, not 30 Days Sales History in Item Profile

Controls what is initially displayed in the bottom right corner of the Item Profile.

Enter:

“Y” to Display Pricing Changes.  System Constant #185 (Log the last 20

Item Cost or SRP Changes) should be set to “Y”.

“N” to Display the Last 30 Days Sales (for this Item).  There may be a short

pause while CoPOS compiles sales data.

Related System Constants:  #185, 247

To further clarify System Constants #247 and 248, see the flowchart below:

System Constant #247 = “N” ———> Nothing Displayed

| = “Y”

System Constant #248 =

|

—————————————-

|                                                           |
“N” – Display last 30 days sales             “Y” – Display Pricing Change

#249 Using CostGuard Software

Controls whether Item Ingredients can be imported from files created by CostGuard, a deli management system.  In order to use this feature, System Constant #178 must be set to “Y”.

The software provided by CostGuard is completely separate from CoPOS but we understand that several of our clients are using CostGuard for managing deli costs and inventories.  CoPOS only uses the Ingredient (Labeling) segment of Cost Guard.

To find out more about CostGuard, visit their website:  www.costguard.com

Related System Constants:  #178

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