iVend Retail 6.5 Update 2 Release Notes

iVend Retail 6.5 Update 2 – October 2016

 iVend Retail- Over the Air Automatic Update

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.

 POS Interface Designer

The POS Interface Designer module in iVend Retail will allow retailers to create terminal POS interface layouts based on their business needs and branding preferences.

iVend Retail 6.5 Update 2 will be shipped with 6 different terminal POS interface Layouts which can be customized further.

       

       

The layouts will be assigned to Point of Sale terminals from the Management Console application and it will be possible to have different layouts for different POS terminals. For example the terminal POS layouts in the refunds & returns section of a store may be different from the other POS layouts.

The terminal POS templates, which will normally be defined in the Management Console at the Head Office will automatically get replicated to the entire retail landscape. It will still be possible to change the terminal POS templates at the store.

It will also be possible to export and import the terminal POS templates.

POS Interface Designer is limited to iVend Terminal POS only.

To Learn More About iVend POS Interface Designer

Receipt Designer

The Receipt Designer functionality in iVend Retail 6.5 Update 2 will allow users to create and modify receipt layouts using a graphical user interface. This will negate the need to edit the XML file for receipt layouts. The Receipt Designer will also allow the existing receipts to be edited. This will make it easier to design different formats to existing receipts like:

  • Transaction Receipt
  • Gift Receipt
  • Coupons
  • Expense Chit
  • Cash In/Cash Out Receipt
  • Payment Receipt
  • X Tape
  • Z Tape
  • Day Labor Session Report
  • Drawer Count Chit
  • Gift Certificate Receipt
  • Labor Session
  • Quotation Receipt

 

 

 

 

 

Watch iVend Receipt Designer Videos Now

iVend Receipt Designer – Part 1

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iVend Receipt Designer – Part 2

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​Offline TPOS for iVend Cloud

With iVend Retail 6.5 Update 2, retailers will be able to configure and connect the terminal POS to a hosted / cloud store. This store will be configured within the hosted iVend Enterprise database instance.

In this deployment terminal POS will have its own embedded database and will be configured in an offline mode. The terminal POS will synchronize with iVend Enterprise periodically. Such a deployment will eliminate the need to have an on-premises Store Server. This will not only reduce the in-store investments in hardware and software, but will also reduce investments in database maintenance at the store.

iVend Cloud Control Center

iVend Cloud Control Centre is a Tenant Management tool for partners who host iVend in a Data Centre.

iVend Cloud Control Center helps in managing the following:

  • Create and manage service units

  • Create and manage tenants

  • Association of users with tenants

  • Activate and Manage Tenant Licenses

Product Dashboard

The Product dashboard is being revamped and will include multiple new widgets. Management Console users will be able to view the product statistics from the product screen.

Following widgets will be added to the product dashboard:
  • Total Sales:

    • Sales: This widget will display all sales data from the beginning with quantity sold.

    • Quantity: This widget displays net quantity sold which does not include the Void, and Suspend Transaction.

  • Total Sales - YTD:

    • Sales: This widget will display all sales data from the year to date with quantity sold.

    • Quantity: This widget displays net quantity sold which does not include the Void, and Suspend Transaction.

  • Stock Cover (Weeks): This widget displays stock availability for the number of weeks.

  • Sale and Refund – Last 12 Months: This widget displays the sale and refund data in monthly manner with two line graph. This widget only displays the data of month in which sales /refund are transacted.

  • Online Vs Store – Last 12 Months: This widget displays the online and retail store data monthly manner with two line graph. This widget only displays the data of month in which online sales /retail store sale are transacted.

  • Online Vs Store Sale: This widget displays the e-Commerce store sale versus retail store sale in pie chart.

  • Available Stock and Value: This widget displays the store wise total product stock and total product value.

  • Ordered & Fulfillment Qty.: This widget displays the ordered quantity which includes open purchase order quantity and fulfillment quantity.

  • Product Category and Contribution: This widget displays the product category and contribution where the product Category shows a group name under ABC Group using ABC Analysis and Contribution shows product contribution percentage using ABC Analysis.

  • Profit Margin and Percentage: This widget displays the product profit margin value and percentage.

Customer Dashboard

The customer dashboard is being revamped and will include multiple new widgets. Management Console users will be able to view the customer statistics from the customer screen.

Following widgets will be added to the customer dashboard:

  • Total Sales: This section displays sales refund and transaction count values.

    • Sales Refund: This widget displays all sales data from the beginning with Transaction count.

    • Transaction count: This widget includes number of transactions for Sale, Refund, Order, and Layaway. Transaction count does not include Void, and Suspend Transaction values.

  • Total Sales YTD: This section displays sale refund and transaction count values.

    • Sales Refund:  This widget will display all sales data from the year to date with transaction count.

    • Transaction Count: This widget includes number of transactions for Sale, Refund, Order, and Layaway. Transaction count does not include Void, and Suspend Transaction values.

  • Sales By Product Group: This widget displays sales by product group in pie graph.

  • Last 10 Transactions: This widget displays last 10 transactions in grid view which include Date, Store, Transaction No, Product Code, Description and Line Total.

  • Last Visited Store: This widget displays the Last Transaction Store Name.

  • Customer Balance: This Widget displays customer balances including Balance, Order Balance, Layaway balance, GC Balance, and Store Credit Balance. The GC Balance and Store Credit Balance are shown separately which include sum total of GC balance and sum total of store credit balance.

  • Sale and Refund – Last 12 Months: This widget displays the sale and refund data month view with two line graph. This widget displays the data only for the month in which sales /refunds are transacted.

  • Average Sale Amount: This widget displays an average sales amount which is Total Sale Amount excluding refund/Number of sale Transaction excluding refund.

  • Loyalty Details: This widget displays customer loyalty slab and loyalty points details. The Registration method customer code and loyalty card attached to customer code are only required.

  • Online Vs Store – Last 12 Months: This widget displays online and retail store data with two line graph in monthly manner. This widget displays data only for the month in which online sales /retail store actually happens.

  • Online Vs Store Sale: This widget displays the eCommerce store sales versus Retail Store sales in pie chart.

Effective Date for Store Price List

This functionality would allow retailers to create price lists that may be applicable in stores on a future date. It will be possible to attach multiple price lists to a store and the new price list will get applied automatically to the store based on the store’s business date.

This ability to attach multiple price lists to the store with different effective dates will allow retailers sufficient lead time to be ready with the appropriate labels.

Stock Transfer Request Notification - Accept and Reject (iVend Unplugged only)

iVend Retail 6.5 Update 2 will allow to accept or reject stock transfer requests received from other warehouses or stores.

When user raises a stock transfer request to another store and the “requested from” store does not have available stock, the user at the “requested from” store will be able to partially accept or reject the stock transfer request. Only accepted (or partially accepted) stock transfer requests will be considered for MRP runs.

The application will also generate notifications for acceptance or rejections of stock transfer requests.

Stock Transfer Cost for Multi Subsidiary Stock Transfer (iVend Unplugged Only)

With iVend Retail 6.5 update 2, it is possible to specify the cost at which store is receiving the merchandise from another store. When stock transfer is being received, the application will populate the current cost of the product in the price field.

The retailer will have the option to change these defaulted costs to adjust for additional costs incurred in the transfer – for example additional costs for shipment, customs, etc.

It will be possible to either adjust all the costs at the header level by specifying a Price List or individually change costs for selective items.

Globalization of Dashboard Designer

In iVend Retail 6.5 update 2, dashboard designer will be globalized. All the dashboard designer toolbar options will be shown in the user preferred language.

 Transaction Server Search Enhancement

In iVend Retail 6.5 update 2, the application will connect with the centralized server using transaction server to check whether a refund already exists against a particular transaction or not.

In case the refundable quantities retrieved from server is less than the refundable quantities information available locally, the application will override the refundable quantities information at store with the transaction server information.

The system will handle the following three scenarios: (quantities used are for representation purposes only)

  • If the refundable quantity at store is 5 whereas refundable quantity retrieved from the transaction server is 3, the cashier will be able to refund only 3 quantities.

  • If the refundable quantity at store is 5 whereas refundable quantity retrieved from the transaction server is 6, the cashier will be able to refund only 5 quantities.

  • In case information is not available at centralized server or is not retrieved from server then local store information will be used for refund.

 End of Day from POS

In iVend Retail 6.5 update 2, it will be possible to perform the end of day operation from the iVend POS.

End of day from POS can be done only if the store has 1 POS (Mobile or Terminal POS).

 Loyalty Enhancements

iVend 6.5 Update 2 incorporates following enhancement in loyalty:

  1. Do not award points on loyalty redemption: This setting will not allocate any loyalty points to a transaction for which the payment is done using loyalty tender (partially or fully).

  2. Award points after excluding tax amount: This setting will exclude tax amounts while awarding the loyalty points/currency to the loyalty customer.

  3. Available Redeemable Currency: A new setting is added “Available Redeemable Currency” under Loyalty Points Information section on customer master. Enabling this setting will start displaying available redeemable currency.

  4. Enable Loyalty Notification: A new setting "Enable Loyalty Notification" is added on loyalty customer master. Loyalty notifications will be sent to the customer based on this field. If the value is false then loyalty application will not send any notification to this customer.

 Ability to view store transactions from Enterprise

This functionality will allow iVend Enterprise users to see all the documents created by stores. User will not be allowed to edit the store document from iVend Enterprise. Feature will also provide an option to filter down the documents based on warehouse. This functionality will be available for all the documents created from iVend Management Console.

 Ability to have Variable float Amount

In addition to the fixed float amounts, users will now be able to assign a variable float to a till. This will allow the cashier to record opening amount of till by just doing a count during the till assign process at the beginning of the day. The count done by the cashier will be considered as opening amount.

 Extended SQL Server Support

iVend Retail will now support following SQL Servers versions

  1. SQL Server 2016

  2. SQL Server 2014

  3. SQL Server 2012

  4. SQL Server 2008 R2 and Above

 Multiple Integration Queues

iVend 6.5 Update 2 will have multiple integration queues that will enable the application to generate events for multiple applications registered within iVend. This will ensure that every registered application integrated with iVend Retail will have its own integration queue. Each application would be allowed to specify the objects for which the events are to be tracked. User will also be able to see the status of each integration queue separately.

Allow Zero Price for Open Price Items

iVend 6.5 update 2 will allow users to enter a zero value in price field at the POS for an open priced item.

Contact Person Integration enhancements

Following new fields on Contact Person sub master will be integrated to SAP Business One:

  • Date Of Birth

  • Country of Birth

  • City of Birth

  • Gender

  • Profession

Allow Multiple Image Formats for Product Images

iVend now supports the following image formats as product images.

  1. .bmp

  2. .jpg

  3. .png

Management Console Information

The following information is made available on the Management Console footer

  1. Store Operation Mode

  2. Store Id and Name

  3. Current Business Date

  4. User Id and Name

  5. Logged In Date and Time

  6. Unread Notification Count

iVend Database Upgrader

iVend Database Upgrader can used for upgrading multiple iVend Databases deployed / configured on a single iVend Enterprise server. The database upgrader is installed along with iVend Enterprise. User can run iVend Database Upgrader and select multiple iVend Databases to be upgraded to the latest version of iVend.

Vendor Currency Based Price List

This feature is introduced in iVend so that user can raise a purchase order to a vendor based on the vendor’s preferred currency. Prices can also be maintained in the vendor’s preferred currency by selecting a currency while creating a price list. This feature can also be used in case when system is enabled to support Multiple Subsidiary scenario.

Import Tool for Customer & Vendor Catalog

2 new import templates are added in the existing Import/Export functionality provided in iVend. User can now import customer and vendor catalogues using these templates. This would help user in managing the customer or vendor catalogues using excel files.

Export Configuration Package

Export configuration package helps in migrating the data for the system settings from Test / UAT systems to the production environments. User can select the settings which are required to be exported and can then import the packet in the target system.

So far, this functionality was available for iVend Unplugged and SAP Business One integrated environments. The same has been now extended to all ERP types which are integrated with iVend.

Costing Rule Changes in Inventory Counting

In iVend 6.5 Update 2 the logic for calculating the Inventory Cost while doing inventory counting is updated. User can attach a price list based on which the value of the inventory is calculated. However if the user has not selected a price list during an inventory count process, then system calculates the inventory cost based on the costing method selected for the product. Moreover user can further override the price shown on the screen.

In case iVend – SAP Business One integration is being used, system will use the current cost available in SAP Business One while integrating the Inventory Counting document. However in cases where the valuation method is set to FIFO for a product, system will first determine the last purchase price from SAP Business one and then use the same for posting the document. In case the last purchase price or average or standard cost is determined as 0 or is not found in the system then iVend inventory counting price will be used for integrating the document.

iVend NAV Changes

iVend - NAV integration is enhanced to support the delivery of the Sales Order from NAV. Earlier the functionality was supported in NAV 2016. The same has now been extended to NAV 2013 R2 Version. Apart from this if iVend e-Commerce is being used then, the shipping information is also integrated with NAV. For this the Shipping Agent code will flow from “Default Shipping Agent for In-store Pickup” field in Retail Setting.

 Issues Fixed:

Issue:  GRPO Date not replicated to NAV Posted Receipts

Description: - While posting the Goods Receipt against Purchase Order from iVend to NAV, the NAV system was drawing the posting date from Purchase Order. Now Receipt date will flow from iVend to NAV.

 

Issue: Sales Invoice Value mismatch in case of tax inclusive items.

Description: In NAV, if both the item and customer are tax inclusive then while posting the Sales Invoice from iVend to NAV the tax is calculated twice - once by iVend and second by NAV at the time of Integration.

 

 

Issue: Inventory mismatch between NAV to iVend.

Description: if Transfer Shipment and Transfer Receipt for Retail location is done in NAV and Restrict Transaction for Retail Location field is unchecked in iVend Retail Setup, then delta inventory does not get integrated from NAV to iVend.

 

Issues Fixed

  • 27441 – Item without Sales Report was taking too long to open in case the database size is about 5 GB. Report has been modified for this and now taken about 10 seconds to open.

  • 27315 - While Creating Layaway with an Open Price item, system shows and error 'Missing Information Required', in case the Price is not change from original the price shown by the system.

  • 27201 - When trying to import Loyalty customers using Loyalty Template, user receives an error "Object reference not set to an instance of an object."

  • 27170 – When customer changes the quantity of one of the line items in the purchase order, then system is getting the updated prices for other items on PO as well. This causes the prices being overridden in case the user can changed the price on the purchase order.

  • 26986 – In case the product selection screen on the item label is open multiple times (approx. 100) while selecting the items for label printing, system performance deteriorates and printing becomes slow.

  • 26985 – In case a price list was imported twice and then the same products are being selected for the label printing, the system gives an error. This happens as the system was finding 2 price records for the same pricelist. This is now resolved in iVend 6.5 Update 2.

  • 26721 – In case the UDTs are created in system and then a database backup is restored from iVend Enterprise to Store, the data of these UDTs were not being restored as the store which was causing an error while doing a transaction completion.

  • 26430 – In few cases where a product has a UoM applied, while doing a Goods Receipt against the Stock Transfer user gets an error “QuantityOrdered cannot have more than 5 decimals”. This was happening only in the cases where the UoM conversion was resulting in the decimal quantities.

  • 25958 – In case multiple Payment Types are created in currency other that the base currency, the tender report shows multiple records for the currency denominations. This has been fixed in iVend 6.5 Update 2.

  • 25932 – The totals value in the Voided Sales Report was not reflected properly. This is fixed now.

  • 24815Under Retail Profile, option for 'Enable printing for transaction preview' is missing in iVend version 6.5.1.

  • 24645 - Purchase price list assigned to a Vendor it not showing in purchase order.

  • 24505 - User defined message for POS is still shown to user even after the message To Date is surpassed.

Caution: iVend Mobile POS is not compatible with this release. A subsequent iVend Retail 6.5 Update will be released for Mobile POS compatibility.

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