iVend Retail 6.5 – March 2016
You must use the iVend Retail Installer while upgrading from iVend Retail version 6.4.X or prior release to iVend Retail version 6.5.X.
You must use the iVend Retail Installer to upgrade the iVend Retail version 6.5.x Offline POS installations.
New Licensing Model
iVend Retail 6.5 incorporates a new hybrid licensing model for Management Console with support for both Device and User based licensing for an on-premises deployment. The Retailer can decide if the licenses are to be allocated to Devices or Users. A mix of Device and User Licenses can also be allocated across the landscape. Moreover, the license allocation can be interchanged at any time.
Cloud deployments will only support user based licensing.
The POS licenses are also interchangeable between terminal and mobile POS.
Multiple Subsidiaries (iVend Unplugged only)
With iVend Retail v6.5, users can define and create multiple subsidiaries. All the warehouses and stores will be defined under these subsidiaries. The head office will be able to manage and distribute master data from iVend Enterprise. Each subsidiary will have their own tax structures, item costing, customer balances, and promotions. The application will allow retailers to define replenishment plans & policies across subsidiaries from the head office. Stock movement across subsidiaries will be completed using the Stock Transfer document. Retailers will be able to define local currency, display settings and time zones for every subsidiary.
Multiple Subsidiary feature in iVend Retail will allow back office users at the Head Office to have a consolidated view of:
- Sales across subsidiaries
- Payment collection across subsidiaries
- Stock Status across subsidiaries
Offline Terminal POS
The offline terminal POS feature allows the terminal POS to function even if the connectivity between the terminal POS and the store server is interrupted. As a part of the setup, the application will give the retailer the facility to define and configure such off line POS terminals. When a Terminal POS is configured as an Offline POS, then the transactions done at the POS will be first persisted in the local database at the POS and is then synced with the Store Server. The data sync happens periodically between the store and offline POS however if required user can also sync the data manually from the option given at POS.
iVend Retail v6.5 allows user to define multiple locations for effective back office inventory management. For example, users will be able to define locations for returned items, defective items, etc. Inter-location inventory transactions within the same warehouse is possible.
Inter-store communications is key in a retail environment. iVend Retail v6.5 allows user to setup inter-store notifications for the following back office transactions.
- Stock Transfer Request
- Stock Transfer Shipment
- Purchase Order
- Goods Receipt
- Goods Issue
- Goods Receipt PO
- Goods Return
- Bonus Buys
- Query Based Alert
As a part of the setup, the communication template for each transaction type will determine which all users will be notified when a particular transaction is initiated or completed.
Notifications to users can be sent as in-app messages and / or e-mails. Administrator can also create ad-hoc query based report that can be sent to other users available in the system.
Apart from notifications being visible from the iVend Management console, users can also view the notifications on iVend POS.
User can click the notification to view the record details however this functionality is limited to iVend Management console only.
This functionality allows tracking of data changes made in the application. All operations like Add, Update and Soft Deletes are logged in the application. Users will be able to track the records and values that were modified. Users can also compare the version of the record to see the information that was updated.
This feature is available across master data such as product, customer, price, item cost, etc.
Margin Protection (iVend Unplugged only)
With iVend Retail v6.5, users can set the gross profit and gross margin for a product.
iVend Retail v6.5 includes margin protection feature that allows user to configure the system to block a sale transaction if an item is being sold below margin and prompt for manager override.
The prompt for manager override will only trigger in case of manual price override and manual discount.
Purchase Order Enhancements
With iVend Retail version 6.5, Purchase order has been significantly enhanced to incorporate following features:
- Multi-Currency Purchase Order: it is possible to raise a purchase order in the currency defined for a vendor or in a currency specified on the Purchase Order.
- Multi Warehouse Purchase Order: It is now possible to raise a centralized purchase order for multiple warehouses.
Price List Management (iVend Unplugged only)
With iVend Retail version 6.5, it is possible to create a new price list based on an existing price list defined in the system. The Price manager in the system will allow the user to create a new pricelist based on an existing one with different factors. The rounding option available in the price manager allows user to create retail friendly prices. For example, when you select rounding to .25, the end digit values will be .25 / .50 / .75 / .00.
Combining of Stock Take counts from multiple users / Zones
With iVend Retail 6.5, it is possible to combine the stock counts performed by multiple users at different locations. User can select the multiple inventory counts from the inventory counting screen and then click on the Combine button to combine the counted inventory.
This will assist in cases where the multiple zone/locations are counted separately by the users and then the consolidated counting is required to be posted.
Business Transactions from Enterprise
iVend Retail 6.5 will allow users to perform business transaction from iVend enterprise even if the enterprise is not configured in the Mixed mode.
The following transactions can now be performed from iVend Enterprise:
- Goods Receipt
- Purchase Order
- Goods Receipt PO
- Stock Transfer Request
- Stock Transfer Request Received
- Stock Transfer Shipment
- Stock Transfer Receipt
- Goods Issue
- Goods Return
- Inventory Counting
- Forecast Planning
Tax Free – TPOS
In case of Tax Inclusive pricing, a transactions line or the entire transaction can be marked as Tax free. This will reduce the item price by the tax amount applied on the product.
A customer can also be marked as Tax free. For such customer the price of an item will reduce by the tax that would have been paid by the regular customer.
Stock Transfer - Over / Under Receiving
iVend Retail 6.5 will allow users to receive over and under stock quantities for products in Stock Transfer receipt document.
In case of under receiving at store, user can short close a document row.
GRPO - Over / Under Receiving
With iVend Retail 6.5, users can receive over and under stock quantities for products in Goods Receipt PO. It is also possible to create a Goods Receipt PO with additional line items i.e. When a user creates the Goods Receipt PO based on a Purchase Order, the system will allow the user to add and receive additional line items in the Goods Receipt PO
Set Parent Product as an Alternate for it’s Child Items
With iVend Retail 6.5, when child items are created, system would automatically assign the parent item as an alternate item of the child item.
On POS, in case if any matrix child items is not available, then system will display other child items with similar attributes.
Failsafe POS (Auto Recovery POS)
This feature allows the terminal POS to auto-recover the transaction in situations where the terminal POS shut down due to an unexpected error (say power failure). The terminal POS in such an event will resume from the point where it was shut down. The auto-recovery feature will also be available in situations where all items were scanned and the tendering process was in progress.
This feature is extremely pertinent for retailers who have large retail invoices for e.g.: supermarket, grocery stores, etc.
Combining import of UOM pricelist
With iVend Retail 6.5, user can now use a single import template to import the UOM prices along with the base product price.
Consolidated error messages
In iVend Retail 6.5, instead of displaying error one by one, the system will now show all the relevant error messages while importing the data using excel import or while entering the data using ivend API.
Import option for serial/batch for goods receipt
In iVend Retail 6.5, user can now import the serial/batch item information while doing goods receipt using excel import.
Multi-level user authentication for Cash in/ Cash-out
In iVend Retail 6.5, Multi-level user authentication is now enabled for Cash in/Cash-out functionality.
Payment Gateway Integrations
iVend Retail 6.5 extends support for following payment gateways:
- Cayan with support for Apple Pay
- Handpoint for mobile POS
iVend Retail has been recertified for PA-DSS compliance. This new certification is based on PA-DSS version 3.1.
APIs are significantly enhanced to incorporate following.
- Bonus Buys
- Product category
- Product class
Apart from English, iVend Retail application is now available in the following languages:
- Latin American Spanish
- Simplified Chinese
- Traditional Chinese
- Spain – Spanish
- Portugal – Portuguese
Usability EnhancementsQuick Entry Form for Product Master
With iVend Retail 6.5, a new user interface has been provided to create and manage multiple products at the same time. The new user interface consists of multiple tabs which contains information for creating Alternate items, upsell items and matrix items.Display decimal places only for fractional items
With iVend Retail 6.5, if an item is marked for fractional quantities then only it will display with decimal places in the transaction screens.Management Console form design based on security levels
With iVend Retail 6.5, a display profile can be created which can then be assigned to a security role. Admin can then customize various Management Console screens and save under a display profile. When a user logs in, based on the attached Display Profile the screens are shown to the user. This functionality can be used to remove the unwanted fields from the forms.
By creating multiple profiles, system can be setup to enable the field level security in the system.RTL support using latest UI Components
In iVend Retail 6.5, RTL support is enhanced using latest UI components.Allowing Creation of Product Attribute and Child Attribute from the Product Master
With iVend Retail 6.5, It is possible to create product attributes from the product master screen and based on those attributes user can create the matrix parent and child items.Keyboard for Customer Creation Window
With iVend Retail 6.5, it is possible to use the Onscreen Keyboard on Point Of Sale during customer creation. This is especially useful with touch screen based POS systems.Keyboard on POS Scan Window
With iVend Retail 6.5, it is possible to use the virtual Keyboard on Scan area at Point of Sale.Ability to configure data field as un-editable
In iVend Retail 6.5, user can mark any data entry field as non-editable. This would prevent the user from updating the field value in update mode.Globalization of dropdowns field
In iVend Retail 6.5, all the dropdowns field in iVend are globalized.Masking for payment attributes fields
In iVend Retail 6.5, if required, user can mask the attributes field available on payments. This has been done for security purposes.
Search EnhancementsAbility to display Product Images in Product Search
With iVend Retail 6.5, it is possible to display the product images in product search. On enabling the Product images in Search Grid setting available on Retail Profile will display product images in the search grid.Search View - Filter Row added
With iVend Retail 6.5, it is possible to filter the data available in search view. A blank row on top of the search results is added which helps in further filtering of the records.Ability to display additional columns in Search View
With iVend Retail 6.5, it is possible to display additional information in search results as per the customer requirement. For Example, In Product search view, user can add additional column to search the product data.
This functionality is generically available across application. Once configured, the same information would also be available at each store.Color Code in Product Search for Matrix Parent / Child Items
With iVend Retail 6.5, it is possible to define the color code setting for matrix Parent and child items. In the search view, parent and child items will display in color based on the color code setup in the retail profile. It will help in distinguishing non matrix and matrix.Color Code for Loyalty Customer in Customer Search
With iVend Retail 6.5, it is possible to define the color code setting for Loyalty Customer. In the customer search view, loyalty customer will display in color based on the color code setup in the retail profile. It will help in distinguishing customers with loyalty customers.Lookup for Search Criteria
With iVend Retail 6.5, instead of typing the values to be searched user can select the values from the provided lookups in the search criteria. For e.g when user want to search products based on a product group then instead of user typing in the values in the search criteria the user can select the product group value from the provided lookup within the field.Auto highlight selected values in lookup
With iVend Retail 6.5, the selected value is automatically highlighted on opening the lookup screens.New or updated value comes highlighted in the search screen
With iVend Retail 6.5, when user creates a new record or update any existing record then the same record will be highlighted in search screen.Item Type field in Search Criteria to display All / Parent / Child Items
In iVend Retail 6.5, Type field is added in search criteria to display all items, parent items or child items in the search window. Based on the value in type field the data is displayed in the search window.
Reports & DashboardsLabel printing enhancement
With iVend Retail 6.5, a user can print Suggested Retail Price along with the regular price on the Item Lables. The original product price (SRP) can be picked from the retail price list attached to the store.New Reports
ABC Analysis report displays the classification of items into three categories (A, B, and C) in order of their estimated importance. 'A' items are very important, 'B' items are important, 'C' items are marginally important. The ABC analysis suggests that inventories of an organization are not of equal value. Thus, the inventory is grouped into three categories (A, B, and C) in order of their estimated importance.Store Analysis
This report shows total sales, number of pieces sold, number of customers and the average basket size. The user needs to define the date period and an option to define the store to filter on. An additional option is to define if the data should be displayed per day, week or month.Best Selling Items
The Bestselling Items report displays the list of best selling items within a selected period.
You can set the different filter criteria to view the report data. For Example, you can set the number of records that will be shown in the report.Worst Selling Items
The Worst selling Items report is opposite of bestselling Items reports. The worst selling items report displays the list of worst selling items within a selected period.Decrease Movements
The Decrease Movement report displays the list of item movements out, indicating a decrease in inventory. You can set the different filter criteria to view the report data. For example, you can select the Goods Issue or Stock Take option based on which inventory is decreased.Item without Sale
This report displays the list of Items which have not sold within the selected period.Location List
The Location list report displays the total locations available in the system with total quantity and how many kind of items stored in the location.Stock by Location
The Stock by location report display the location wise stock. You can set the mentioned below filter criteria to view the report data.
- List – if selected, displays the location contents in a list view per location per item
- Hierarchical – if selected, displays the location contents in a hierarchical structure.
- Product before Store: In hierarchical structure, if Product before store is selected, the product data is displayed before the store column.
- Show Details: if selected, displays the serial/batch information for the items stored in the location
The New Items report displays all item master record that have been created with in the selected period.Item Cost
This report displays the current cost for an item whether the costing method is standard or moving average. You can set the mentioned below filter criteria to view the report data.
- Product after Warehouse: If Product after warehouse is selected, the product column is displayed after the warehouse column.
- Show Details: if selected, displays the serial/batch information for the items displayed in the report.
This report provides an audit trail for the posted inventory transactions in the system within the selected period.Cost Audit Log
This reports provides the cost change information which is done either manually (when costing method is Standard) or by transaction (when costing method is Moving Average).Price List Log
This report displays the price change in the price list for a normal product within the selected period.UOM Price Log
This report displays the price change in the price list for a UOM product within the selected period.Stock Quantity Log
This report displays the quantity changes for a product after performing the Inventory counting in the system.User Authorization
This report displays the security rights configured for the users in the system.Exchange Rate Report
This report displays the exchange rates defined for the currencies in the system within the selected period. You can select Missing Exchange Rates check box in filter criteria to display the dates for which exchange rates are not available in the system.Transaction Promotion
This report displays all transaction performed in the system using selected promotion in the filter criteria.Employee List
This report displays the list of all employee available in the system based on filter criteria.
LoyaltyLoyalty Referral Program
With iVend Retail 6.5, it is possible to define and award referral bonus points whenever an existing loyalty customer introduces a new loyalty customer. This is typically used in a multi-level marketing program. It is also possible to award points to customers whenever their referred customers graduate to the next higher loyalty level. New customers can be referred via the Customer Portal or from POS.Multiple Loyalty Programs
With iVend Retail version 6.5, multiple loyalty programs can be defined for an enterprise / subsidiary. In general, we can define multiple loyalty programs and have different setup for each loyalty program. With subsidiary following setups are possible:
- Each subsidiary in an enterprise can have a separate loyalty program.
- One subsidiary can have more than one loyalty program
- Two or more subsidiaries can share the same loyalty program, if they have the same subsidiary currency.
With iVend Retail 6.5, iVend loyalty can now work in a standalone mode. This would allow third party retail systems to use iVend Loyalty management system for managing their loyalty programs / customers.
Data exchange between third party retail systems and iVend Loyalty would be facilitated through iVend APIs. Third party systems can exchange transaction information with iVend loyalty for point accumulation and redemption using iVend APIs. The standalone loyalty system can as well send notifications to the loyalty customers using iVend Passes, SMS and Emails.Customer Portal Re-Design
With iVend Retail 6.5, the customer portal has been re-designed, making it more user friendly and responsive.
The customer portal can also be used as a kiosk for enrolling loyalty customers in a faster way. The customers can enroll by entering either email or mobile number.Transaction Receipt on Customer Portal
Transaction Receipts issued at the POS can now be viewed by the loyalty customers on the Customer portal. Loyalty customers can also reprint their transaction receipt from the customer portal.
iVend Passes Enhancement
With iVend Retail 6.5, the passes integration has been enhanced to incorporate following scenarios:
- Ability to issue Loyalty Passes
- When customer is registered from iVend Management Console
- When customer records are imported from iVend Management Console
- Ability to Issue / Update passes
- When customer balances changes using the Adjustment Journal
- When customer balance changes using import tool
- Ability to Issues Gift Card Passes
- When Gift Card are issued from iVend Management Console or using Import Tool
- Ability to update Gift Card passes when balances are changed from iVend Management Console or using Import Tool
For cases where the user would like to connect to multiple stores / warehouses using the same Handheld device, multiple profile feature has been incorporated in iVend handheld module.
With the multiple profile feature, the user can setup profiles for each store and use the same device to connect multiple stores.
iVend Retail Integration with Microsoft Dynamics NAV
With iVend Retail 6.5 we are releasing a new connector for integration to Microsoft Dynamics NAV 2013 R2.
The seamless integration between iVend Retail and Microsoft Dynamics Navision improves end-to-end retail management with minimal manual intervention and streamlined retail functioning.
iVend Retail integrates with Microsoft Dynamics NAV using iVend Retail APIs. The entire landscape is designed to utilize the best practices in Microsoft Dynamics NAV for enterprise processes and extend them via iVend Retail to the retail landscape.
The iVend - Microsoft Dynamics NAV Integration is currently supported for the following localizations:
- United States
- United Kingdom
SAP Business One Integration
iVend Retail 6.5 will only support integration to SAP Business One 9.X series. Integration support for SAP Business One 8.X is being dropped with iVend Retail 6.5SAP Business One Certification
iVend Retail is seamlessly integrated with the latest SAP Business One. The iVend Add-on / integration is now certified with SAP Business One 9.1.Argentis Fashion and Apparel Add-on Integration with iVend
Argentis Fashion and Apparel Add-on is a Product life cycle management add-on for SAP Business One. It facilitates the management of products, from design all the way through to production.
The Matrix item functionality provided by this add-on has been integrated with iVend. A matrix item structure is identified by a parent item and categorized by child items having similar attributes. It extends the single level item definition schema of SAP Business One and allows creation of variants and child items to a parent item. It does that by creating and attaching different attributes to parent items. These attributes can then be inherited by the child items.Integration Model Implementation for Chile localization
iVend Retail 6.5 includes the new integration model for SAP Business One integration to support Chile localization calculation requirements.Support for SAP B1 – UDT (User Defined table) Integration with iVend
With iVend Retail 6.5, it is possible to integrate SAP Business One User Defined table with iVend. In the iVend Add-on, a new screen has been provided that displays all the available user defined table with "No Object" type. User can select the tables and enable them for integration with iVend. The integration engine will automatically create the selected tables and corresponding fields in iVend (except for fields with Type as General and Structure as Link).
If user would like to integrate any iVend UDT with SAP Business One then user must create the same table with same fields in SAP Business One and enable it for integration in iVend Add-on.
In SAP Business One UDT, code and name are default column which are unique. When record will be integrated between iVend and SAP, these two columns must have unique value in iVend.Support for SAP B1 – UDO (User Defined object) Integration with iVend
With iVend Retail 6.5, it is possible to integrate SAP Business One User Defined object with iVend. In the iVend Add-on, a new screen has been provided that displays all available user defined objects. User can select the UDOs and enable them for integration with iVend. The integration engine will automatically create in iVend all tables linked with the UDO.
User defined Object integration is unidirectional from SAP Business One to iVend only.UDF Integration
With iVend Retail 6.5, it is possible to integrate SAP Business one UDFs available on various masters and marketing document.
Along with Customer and Items masters, UDFs available on following masters are supported:
- Items Group
- Sales Employee
- Shipping type
- Customer Group
- Business Partner-Address
- Business Partner- Contact
With iVend Retail 6.5, it is possible to automatically receive stock transfer receipt in SAP Business One based on the setting provided in retail settings window. In Earlier version, user need to manually post the stock transfer receipt document in SAP Business One.Integration of Stock Transfer Requisition with SAP Stock Transfer Requisition document
With iVend Retail 6.5, Stock transfer requisition document of iVend is integrated with SAP Business One base screen of Stock transfer requisition. It is also possible to create the shipment document based on requisition document created in SAP Business One.
Users also have an option to cancel the stock transfer shipment document.Use Base Inventory Transfer Screen of SAP Business One
With iVend Retail 6.5, it is possible to use the base Inventory transfer screen in SAP Business One to transfer the stock from SAP Business One to iVend Store.Vendor Catalog master integration with SAP Business One.
With iVend Retail 6.5, Vendor catalog master available in iVend is now integrated with SAP Business One.Tax only field for Mexico localization
In iVend Retail 6.5, Tax only field available on Item master for Mexico localization is now integrated with iVend. If the Item is tax only then on Point of Sale, the document total is calculated by Tax and not by Item price.
Extensibility in iVend Retail has been significantly enhanced to incorporate following capabilities:
- Extending iVend screens – Users will be able to extend existing management console screens by adding UI controls, capturing UI events, etc.
- Creation of UDT (User Defined Tables) and UDF (User Defined Field) through programming interface.
- Custom Menu Item on Management Console and POS.
- Add-on execution sequence can be set from the management console.
- Manager override functionality is exposed in the add-on framework. I.e. add-on code can forcefully call the manager override functionality.
- Handle Business Object's UDF and UDT data via API interface.
- Scanning events on custom screen on POS e.g. MSR, Scanning, Printing etc.
Note: All existing add-ons build on top of iVend 6.4.X need to be refactored as per the new extensibility framework in iVend Retail 6.5. A number of code samples will be made available on the CitiXsys Knowledge Portal. (https://knowledge.citixsys.com/ivendextensibility)