New Features


  POS/OE 4™ New Features

 

Every business is different and has different requirements - some features can be applied in more than one way to accomplish a business need or goal.   The list below is a partial list of changes, and is somewhat technical in nature.  We suggest you contact us and work with one of our representatives to discuss your needs as there may be capabilities not listed here or we may consider adding functionality.


POS/OE 4 Version 8.1 Enhancements / Changes

  • New Order and Invoice Fulfillment and packing process - display a screen with item information to be picked/packed, use a barcode scanner to scan the items as they are packed.  Warnings for short or over in quantity scanned.  Printable report.
  • Package Make Inventory Light Manufacturing System improvements for a much more intuitive process
  • JIT (Just In Time) Inventory by Location - now you can take advantage of the powerful JIT Calculations for each of your stores in a multi-store system.  The JIT calculation is used to determine stock replenishment numbers based on periods of time, lead time from vendors, and other numbers.
  • Ability to import and export internal location data - manipulate and update your re-ordering information for your inventory locations.
  • Various screens now have the ability to be customized for color - for example, make your invoice screen green, your order screen blue, and your return screen red. Many options are available.
  • Various screens are now re-sizable - for example, re-size your list of inventory items to view more data.
  • Improvements to the events alert system - receive audible notification on your terminal or even via email when an event is due to be followed up.
  • Multi-Tasking Menu Palette feature has been expanded - new option: forms/reports - faster and more flexible access to features
  • Live Links Web Interface Expanded - additional Ship To Customer data can be passed
  • Live Links OSC Push Interface Option - interface to the OSCommerce shopping cart engine with your POS/OE 4 System
  • Gift Card Option - sell, accept, and track gift cards without the use of a third party processor! Professional full color gift cards can be provided by EES.
  • Quick access to vendor record from inventory record
  • Quick access to vendor record from purchase order screen
  • Just In Time Inventory System (JIT) - Tool tips and columns showing max stock and re-order point data, Super Report module is now used to print JIT list for more flexible printed output, additional screen changes to streamline the process.
  • Department pop-up on an order when changed can now change the department (inventory location) for items on the order. For example, if you want to pull stock from a different warehouse or store.
  • Accounts Payable Charges screen made re-sizable - easier to view A/P Charges with many charge detail lines.
  • Hierarchical choice list pop-up menu, and pop-up window features now available in product class record, and inventory record. You are able to have a complex product class hierarchy, yet pick a specific product class easily by navigating through a parent/child hierarchy of product classes.
  • Menu-Palette multi-tasking feature now allows access to product class table.
  • Special import routines for importing inventory, vendors, customers, and other data when upgrading from other software packages updated and improved.
  • Speed improvements in inventory fast search screens. 
  • Matrix Option - create inventory items using a matrix or grid style interface - this is very powerful when creating items such as shoes, pants, shirts, or any items that are the same item, but found in different sizes, styles, colors, etc. Very flexible and powerful. It even lets you automatically place purchase orders (add to a new or existing PO) to order stock while creating the items
  • Matrix Option on Receiving's, Transfers, and Purchase Orders- the matrix can also be used when receiving in stock, ordering stock, or transferring stock. Very intuitive interface when working with these types of items. When printing purchase orders, you can even have the matrix print!
  • Service Order screen re-sizable / expandable for easier entering of large amounts of data or text.
  • Invoice Inventory Item Select List made re-sizable - more flexible viewing of items when selecting/finding them for a sale.
  • Apply to selection of inventory items: Product Class, Manufacturer Number, Preferred vendor, Flags 1-6 (change these fields quickly for a group of items)
  • When sending large group of emails to customers, it is now possible to abort the process. These messages can also be logged for tracking purposes.
  • Inventory LOT numbers additional support added to make entering of large groups of lot numbers (thousands for example) easier to enter, and view.
  • Drag and Drop functionality added for an existing item record or list of items to a purchase order - drag the item number on to a purchase order entry screen.
  • New commands from list of inventory: Show all records, show subset (user selection), Reduce selection (remove user selection), Change price control for a group of items
  • Inventory Physical Spot Check function available from a list of items - it is now possible to do a 'quick' inventory count without performing a full physical inventory. Ensure your inventory accuracy quicker and more often.
  • Inventory input screen re-sizable.
  • Accounts Payable Charges function now supports entering of charges by more than one user at the same time (from multiple terminals).
  • Apply vendor discount to all lines or a single line while entering a purchase order - quick key/menu options.
  • Inventory Item quick information function when entering a purchase order now shows on order, and matrix information.
  • Inventory location records can now have a group code specified. This allows the accounting system and certain accounting reports more flexibility in being able to print accounting reports not only by department or location, but also by a sub-group. This is useful for example in the case of a multiple-store system allowing you to view accounting data not only for store 2, but also break it down by store 2 office supplies department, or store 2 toy department. Inventory groups can be defined and chosen from a pop-up menu.
  • Manufacturer number and vendor item number new fields on purchase orders and receiving's / transfers, and are now pulled in when adding lines, or when transferring lines from a PO to a receiving/transfer.
  • Inventory Group Sales Usage Report added - print sales reports based off the inventory location group field.
  • Web Order Processing Internet Email order/invoice email acknowledgement added paid and balance due fields for use in email template used when sending emails to customers.
  • Quick modify vendor by command-clicking on the vendor ID in a purchase order (opens new window).
  • Accounts Payable (A/P) Charges: added button to distribute freight or other charges from vendor to selected items on the charge and adjust the prices. Distribution can be based off quantity or dollars.
  • Accounts Payable Payments : checks now have the ability to print check detail pages if there are too many detail lines to print on individual check stubs.
  • Inventory Misc field length increased to 20 characters.
  • Ability to modify item record from a receiving / transfer quickly (key shortcut/menu).
  • Ability to generate barcode label records (for use in the barcode labels screen) from a list of inventory records.
  • Button added to inventory state tax field to calculate state tax percentage for an inventory item for special items such as certain food items, in some states where tax on food is calculated at a percentage above the normal tax rate.
  • Accounts Payable Checks may now be customized by adjusting certain objects on the check, or even entire areas. This allows for different pre-printed check or envelope configurations.
  • Special import routine to create receiving documents, item lines keyed off inventory Misc1 or SKU field instead of item number field.
  • Settings folder (EES) can now be stored in the OS X users folder to support different settings folders for different users.
  • Button added to item number field when adding a new item to generate a sequential item number based on the users terminal identifier and a sequence number.
  • List of purchase orders when viewed from within an inventory record will now display quantity remaining on the PO.
  • Discount Level is now displayed at the bottom of the fast cash screen for easy visibility and verification.
  • Added special maintenance routine to delete 'out' location records.
  • Ability to make Inventory Location Group Code field required when adding new inventory items.
  • The enter key will now add line items to a fast cash sale when pressed. Press the enter key twice to complete the sale. This will speed up retail sales entry.
  • Added POS Cash amount to the receipt print out printed during a cash drawer count.
  • Keyboard short cuts command-G to select a vendor, command-M to modify a vendor, and command-S to select a receiving when entering an Accounts Payable Charge, speeding up the entry process.
  • When entering a receiving to bring in inventory, total quantity ordered and total quantity received are displayed at the bottom. Additionally, if there is a mismatch between ordered/received quantities, a visual and audible alert will occur.
  • Quick modify a vendor by command clicking while in a receiving or transfer (in a new window).
  • Tracer number added to purchase order display list.
  • Many new features added to the tour/show ticketing system to support different tour or show types. Additional support for ticket printers, and enhancements added to Live Links real time web interface when selling tickets online.
  • Special update routine to update alternate vendor data for inventory records will now allow the use of the Misc1 field instead of item number to find item records.
  • Improvements to the internal encryption system to ensure sensitive data is secure (including credit card setups).
  • Global Payments East credit card processing option - batch close function streamlined.
  • Barcode scanner additional support added to Inventory quick search, customers quick search, physical inventory quick search, orders quick search, purchase orders quick search, receiving/transfer quick search, serial numbers quick search, and payments quick search to speed search processes when using a barcode scanner.
  • Credit Card Manual Authorization button moved and can be secured with password (in system configure), short cut key stroke added.
  • Credit Card Security Code (CVV) required dialog now allows entry of security code 'on the fly'.
  • Maintenance routine to clean out inventory keyword records that are no longer needed.
  • When performing a fast cash return for a credit card sale, the prior authorization is now easily visible for quick reference of the previous authorization.
  • Manufacturer number added to receiving entry screen.
  • New employee discount option- customer discount level 30 added, supports use of customer discount level record to define a formula that looks at retail price, cost, and multiplies each and uses the higher of the two.
  • New version of the Telephony Phone System Interface Server (option) available- the Telephony server software will now run on OS X, supports the latest search / sort / report modules, and can auto-start in the event of a machine reboot.
  • On some credit card networks, the ability to display context help which is editable. For example, some credit card responses may be considered cryptic, especially for a non-administrator. Context help can be turned on to display helpful information to help interpret the response.
  • Option to allow stock check to be bypassed when converting a fast cash sale to a full invoice - preventing anything from being back ordered during a retail sale.
  • Positive Pay Export File - this file is a list of the vendors paid and information related to a check run. This file is normally sent to your bank, allowing a bank representative to verify if a check should be honored, or for example to alert you if the check is not on the list.
  • Quick access keys on the payment screen for a fast cash retail sale - quickly specify how this sale is being paid: F2 = cash payment, F3 = check, F4 = store credit, F5 = accounts receivable (A/R)
  • Inventory multi select dialog from fast cash will now show on order (how many are on order from the vendor), and will also show inventory location quantities if allocation by location feature is turned on.
  • Button added to quickly change a group of product class records general ledger (GL) accounts and group codes.
  • Tax Exempt ID added to fast cash customer add / modify screen.
  • Ability to customize "customer copy" and "merchant copy" text in constants when printing to the receipt printer.
  • Ability to turn on or off signature lines on receipt copies.
  • Inventory transfer screen - added delivery charge and misc. charge fields.
  • Price Control is now a protected function on a user by user basis (part of the user security system).
  • Query selection by formula menu option added from a list of inventory records - allows you to find inventory items using advanced formula query strings.
  • When viewing daily sales records (sales history data), click or command click the sale date column to sort the list ascending / descending.
  • New register disbursement feature - when turned on, new register disbursement screen will be displayed allowing transfer of money in new ways - for example, it is possible to transfer money from a drawer to the safe, or even drawer to drawer. It is also possible to pay out cash for expenses such as window washing, food, etc.
  • Updated credit card number recognition functions with latest number range information from the card networks.
  • Ability to display a list of receiving's and transfers for a selection/group of inventory items.
  • Inventory preferred vendor apply menu option will optionally also change alternate vendor records also.
  • Trade-In / Consignment screen improvements: now supports the new hierarchical pop-ups for product class. The inventory Misc field has also been added to the screen, and keyword generation from description has been added.
  • Color coding of rental items (blue) when viewing list of inventory items.
  • More powerful and centralized logging of certain system activity for administrator monitoring.
  • Bar code label printing from a list of inventory records enhanced to support printing of multiple quantities, as well as using custom label templates. Special label routines added to allow the label editor to link to the inventory, customer, invoices, or orders tables and print additional fields.
  • The Trade Show Polling option now supports sending/receiving of purchase orders.
  • Ability to turn on and print a 'tip' line on a receipt printed to a receipt printer.
  • Accounts Payable reprint checks now supports printing of check detail pages when there is a large amount of A/P charge information.
  • Inventory daily and monthly sales tables will now also track data related to receivings and transfers to further expand reporting capabilities.
  • Expanded and Enhanced Inventory ROI report - analyze your sales and inventory data with powerful formulas.
  • Support for special UPC style barcodes using a new field when printing barcode labels from the list of inventory items, or in the barcode labels function.
  • Inventory items can be individually password protected, requiring the rep to enter a password to add the item to a sale.
  • FedEx Internet Rate Lookup Option enhanced to significantly speed up rate requests when you are using the rate calculator/comparator screen and viewing many different methods at the same time. Performance improvements to the USPS and UPS rate lookup options.
  • Support for enhanced credit card encryption for Web Order Processing
  • And Much More!

Features or functionality may change without notice...

 

 

There are many other POS/OE 4 features and information on this site!

To learn more, click the links on the left to browse our site and view addtional screen shots and information.