Release Notes

A PIN based 4 digit number can be created on employee records to be used for logging into the POS and for clocking on/out. (Upgrades to the ZeroPOS and WinPOS will be available on the next scheduled release to support PIN entry). This is an option available for those needing a simpler password for their employees.

QSR (Quick Serve Restaurant) modifiers – The system no longer limited you from entering the same item multiple times in the same item recipe. This has been requested by merchants wanting to use the same item from the recipe with different modifiers (and they do not want to use the Add-on feature.

Modify default values – New users have easy access to modify the default settings and customize the values. These values can be changed in one section for quick customization to get the new user up and running smoothly.

Enhancements for re sellers :

We have added the ability for partners to create new merchants on CAS, with access using their partner code.

When Partners create the new domains, they can assign an affiliate code to indicate that this account is theirs. This will help identify affiliation for reporting and billing.

Release Notes CAS 4.0.3

Release Notes CAS 3.9

Enhancement to the user experience:

Inventory Adjustments – We listened and have updated the inventory adjustment function to include options that you have requested. Inventory can be adjusted in two additional ways – for a major clean up reset all negative quantities to zero

For merchants adding tips to their sales or tracking sales person on sales transaction, new reports are available to provide details of these transactions.

Reports can now also be saved to your drop box or to Google Drive to provide even more options.

New item import experience:

Importing your items into the system has just become so easy. The process has been simplified to allow you to just have a file of the data you need entered and an email is sent to you with the status once the import is completed so you no longer need to wait on the import screen to find out if you were successful. The email will also list all items that fail to import so you can make the correction and re-send them.

New Integration - Mail Chimp

Integration with the well known marketing giant, Mail Chimp to send out promotional emails to your customer base. You can send great looking discounts or coupons to your customers in minutes.

Enhancements for re sellers:

For our larger re sellers that handle the back end merchant creation, we have enhanced the UI to have all set up on one page. Also, for those who enroll many merchants at one time, we have incorporated the ability to import the On Board Set up.

Our Welcome Letter has been redesigned to provide merchant’s new to our system an easy to follow steps and resources so that they can be up and running in a few minutes. Video and FAQ links are included to answer their questions.

Release Notes CAS 3.8

Minor Enhancements – Small changes make life easier:

1) You are now able to view clocked in employees who have not clocked out yet, on the Modify Time Card screen. This provides the payroll employee additional information on their personnel.

2) The Welcome Message has been enhanced when you log into CAS. This is shown when you do not have dashboard settings enabled.

3) On CAS using the configuration tab, access to set up features have been moved under titles that are more applicable. Such as setting up your email settings so that you can provide Go Green digital receipts to your customers and get email alerts has been moved under Company Settings.

Enhancement to the user experience:

For customers who have not enables premium features such as Time and Attendance, Recommended items, CRM History, Loyalty Program. These can be enabled from the Company Settings tab under Configurations.

You are a System Administrator and have forgotten your password... This has now been streamlines so that a temporary password can be sent to their email address so they are back in control of their business quickly.

Release Notes CAS 3.7.6

New Payment Gateway option – Paygistix

Please welcome our newest Payment Gateway – PAYGISTIX. This gateway provides an integrated solution for retail swipe, pin debit, as well as signature capture. Pricing cannot be beat!

Utilities – Receiving Import

Receiving of merchandise can now be done for multiple vendors using the same import file. This will speed up the process if you receive merchandise from multiple vendors at the same time. Separate receiving transaction numbers will be generated for each vendor as well as a separate receipt.

This is especially useful for a new merchant entering in inventory numbers from many suppliers at once!

QSR – Quick Service Restaurant

The application can be converted to a QSR (Quick Service Restaurant) application and handle groups of items (rye bread, jack cheese, ham, mustard) for create the finished product. This will be great for everyone from sandwich shops to your local ice cream shop.

Transaction Receipts – Additional Options

You can now pull up past transaction receipts by entering the UPC or item ID. This was developed based on a customer request. They would have products returned without a receipt and not know what price to credit. This will now allow them to display all sales of that item to help locate the particular sales receipt.

Inventory - Adjustments

On full reconciliation of inventory (adjustment), the limitation on number of items in the store has now been removed.

Price Book - Modifications

The size limitation on items in price books has now been removed so you can now modify price books with up to 999 items.

Loyalty Program - Tablet Application Only

A loyalty program has been added (available on the tablet application only). Set up your point criteria and redemption awards and you are all set to get your first customers enrolled.

Release Notes CAS 3.7.5

Configuration - Emailing Settings

We recommend that email settings are enabled so that you can take advantage of some great features. Be able to generate email receipts, customers will appreciate the convenience of this feature. Email automatic notifications to employees before their passwords expire, and best of all, generate email notifications when important transactions occur.

The configuration of email settings has now been make more user friendly and can be set up in a few seconds.

Configuration - Dropbox for Backups

We all realize the importance of scheduling a backup of your database. We have now made it more convenient to store the backups and retrieve the information when needed, by using a drop box. The drop box is easy to set up and is available for a nominal setup fee ($20) and a $5.95 monthly maintenance fee. This is a small price for knowing that a backup will be available if disaster strikes and data is lost. Take the backup, restoring it, and you are back up and running before your first customer arrives.

Inventory – Manufacturing Goods

Are the items you sell comprised of raw material that must be added up to determine the cost? We now have the ability to use the cost and quantities of the raw material to determine the cost of your inventory. You can now reorder based on your use of this raw material to determine what needs to be restocked.

Utilities – Redesigned Sync Page

Now that looks nice! For the rare occasion where you need to sync the POS data with CAS, the page has been redesigned to make it a quick, easy to complete action.

Management – Verify ID Prompt

You now have the ability to select certain items to prompted at the sales screen – reminding the cashier to verify the customer’s ID. Great new feature for convenience stores.

Management – Another Tax Rate Option

Your business is often required to charge sales tax in creative ways – no longer do municipalities just collect tax on the full sales amount. Some areas must tax on amounts over a base amount or up to a ceiling only. The system now has even more options to make sure that you are able to tax every item correctly.

Utilities – Imports tab is renamed

You know who you are... You have mastered the import functions. We consider you a power user and the tab now reflected your status. The tab is now called Advanced User Imports.

Reports – Attribute Analysis Report New Consolidation

The Attribute Analysis Report can be utilized as a component of your overall category management. Category performance analysis provides insight into merchandise performance by department, category, subcategory and vendor. Product and store managers analyze sales performance to understand which products and categories are selling well and which are selling poorly, as well as to identify the attributes of high and low performers. We have added a consolidation of store and venue in addition to the classifications and attributes you have become accustom to using.

Release Notes CAS 3.7.4

Reports - Easy Date Options

The six most commonly used date options are now available on reports using easy tab options. The date ranges are customizable to meet the needs of specific merchants or industries.

This new features allows for merchants to have quick access to their most commonly used report date ranges. These date ranges are set at the domain level.

Forgotten Password Reset

If a user has forgotten their password they can easily reset it on CAS. A temporary password will be sent to them.

New Role – Vendor

A new role has been created, Vendor. The vendor role is created in the same way as other users and is treated like other roles with specific rights that can be modified. The vendor user is assigned to specific vendors/suppliers and only has access to their data.

Bar Code Printing

Two enhancements have been made to the generating of barcodes from CAS. One is the enlargement of price on the labels. The other enhancement is the tie in to standard label sizes for sheet labels.

Vendor name is no longer required on items

Items can now be created without entering a vendor/supplier name. This allows for more flexibility for those users that do not distinguish between vendors and are not using this field to track or monitor sales or inventory. Including a vendor as information on each item in the system is now optional.

Exclude Discounts for specified items and classifications

Users can now identify specific items or classifications to exclude from discounting. This will allow for items that the merchant does not want to be discounted to be flagged as such and not be able to have item level discounts applied to them.

New Import – Item Management

A new import file is available which allows for existing items to be modified using an import file. This allows for a large number of items to be modified quickly.

CAS Restore – Redesign

The screen that is used for accessing and restoring CAS has been redesigned to be more user friendly.

Reports – Inventory Balance Report (additional to csv)

When the inventory Balance Report is saves via an excel csv file, attributes of the items are now also included on the report. This provides additional information on the inventory item that may be useful for the user.

Disclaimer can be set by sub category

The system now has the ability to print a disclaimer on receipts by sub category. The user would select the sub category and add the disclaimer message (up to 250 characters). When an item is sold from this sub category a disclaimer will be printed on the sales receipt. A signature line can be added so the customer can attest to the statement.

This feature is helpful when groups of items in inventory require additional disclosures at the sale.

Master Item – Defaults set

When an item is created on the Master Item screen, the user can omit the mandatory classifications (Department, category, subcategory) from the item and the system will create the item with Default as the entry. This creates an easy experience for the user that is not using classifications for items.

Reports – Brand and Season added to filters

Reports now have the attributes brand and season available as search criteria in generating reports. This will allow the users to further refine their search, such as generating a report by vendor of all inventory in a past season to review for possible discounting or end of season promotions.

New Gateway - Norse Integration

We welcome Norse as the newest payment gateway to be integrated into our application. As with the other payment gateways, credentials can be entered on CAS or the POS.

Drop all records of a POS from CAS and restore new file

An additional CAS restore feature is now available which allows CAS to drop existing POS records and restore to a new file.

Release Notes CAS 3.7.31

Serial Numbers for Items

Items in your inventory can have a serial number attached to them to allow for more detailed tracking of these items. This can be used to identify more expensive items like antiques, computers, electronics, automobiles, and jewelry. Serial numbers also allow you to keep detailed records about an item’s warranty and, if necessary, recall information.

You can select to always require a serial number on an item or make it optional – this can be selected by item or classification level. You can also select what additional information must be obtained when the items are sold.

This feature can be used to provide additional security on these items by requiring a serial number be entered when sold or returned.

Decimal Application - Code Update

Our decimal application (which allows for quantity to be in decimal numbers – such as when you weigh items (produce/meats) or sell in bulk (grains/teas) is now integrated into our application so that all enhancements are available to those using the decimal feature.

Under the Hood

A few updates have been made to make our life easier:

All domains are now automatically mapped to be mobile enabled

The Auto Enrollment settings are now configured for easy modification

Release Notes CAS 3.7.3

Layaway - New Feature

Layaway is a popular feature during the holidays when customers want to get their larger purchases ahead of time and pay them off with payment plans instead of one lump sum. With our new Layaway feature merchants can offer this service to customers and perform essential layaway functions easily. When coupled with STS tracking, a merchant can maintain their layaway program seamlessly and always know the status and balances.

Add inventory from the master item screen - New Feature

With our newest feature a user can create and receive items into their inventory in one easy step and on the same item creation screen- Master Item

Paypal as payment option - New Feature

Customers sometimes forget to bring a credit card or their phone (dwolla) but no one forgets to bring an email address. Our system now can accept paypal as a payment type.

Item Import adding Quantity to store or warehouse - New Feature

When importing an item you can now select if you want the QOH to be imported into a store or a warehouse and what store/warehouse you want the items to be imported into thus eliminating the need to transfer the quantity from the warehouse to the correct store.

TSYS - New Feature

We welcome a new payment gateway - TSYS.

Item Creation from Size Brick on Master Item - New Feature

The system now allows for the creation of items with size brick in the master item screen. This new feature is based off the existing ability to create a group of items with a size brick in the purchase order screen but when using the master item screen you can modify and delete items from the size brick. Size bricks are used to create items that are similar to each other in almost all aspects with the exception of something like size.

Create and Modify employees remove mandatory fields - Enhancement

Mandatory fields have been removed from the second page of create/modify employees. These were previously required for time and attendance information to be accessible, but that has now been changed. Now minimal new employee data is required to enable to the clock in/out POS feature to be reflected on the employee reports.

Allow Negative Stock - New Feature

When selling certain items (user defined) if the stock for that item is negative the system will not allow that item to be sold.

Price book Modifications page 2 - Bug Fix

On the second page of price book (second page is used when creating a price book with more then 150 items) the save and modify buttons where not present so any modifications made to the second page could not be saved. This has been corrected.

Manual Sales moved to Sales Tab - Enhancement

The manual sales function on the CAS has been moved to transactions > Sales.

Typos - Bug Fix

Several typos have been corrected on CAS function titles for ease of recognizing the feature.

Release Notes CAS 3.7.2

Multiple Suspended Transactions

The system now allows sales to be suspended at one register and resumed at another register within the store or even from another venue. From the CAS, the user can view outstanding suspended transactions and void them.

Some of the benefits of being able to view abandoned sales is to be able to see what customers put into there carts and didn't buy. This opens up marketing strategies such as offering the customer the merchandise at a discounted price.

Serialization:

The system now includes a customizable serialization function that consists of several tools that can be used to track the serial numbers and names of customers that bought the items. The Serialized Items module is an excellent tool to track detailed information for each serialized item being sold. The serial number creates a unique record that can be referenced for history purposes. Pricing, additional costs, and options can be recorded for individual products. Large or expensive inventory items are often serialized. This detailed history is necessary to properly process a warranty claim or review details about the unit.

Release Notes CAS 3.7.1

Enhancement – Ability to add new Classifications and Attributes from the modify item Screen

The user can now add a new classification or attribute while in the screen for modifying an item. This simplifies the process for updating and changing information on an item, where the user can accomplish both tasks at the same time.

Enhancement – Supporting Merchandise Receiving from the POS

A recent POS release allows for merchandise to be received directly to the POS. This is especially useful for smaller retailers that can quickly scan the merchandise and get the items immediately onto the sales floor. This reduces the time spent on incoming shipments and allows for new merchandise to be available for your customers as quickly as possible, hopefully shorting the turnover rate as well as enhancing the customer experience as they see what’s new. The CAS enhancement allows the merchandise received at the POS to be reflected in all relevant reports and functions.

Bug – Item search for Brand and Season

The brand and season can be added to all items to enable to retailer to better analyze their merchandises attributes and determine inventory management strategies. From the Master Item screen, there was a bug when displaying existing brands and season from the drop down selection, which has now been corrected.

Bug – Initiating Transfers

An error occasionally occurred during the initiating of a transfer, which did not allow the transfer to complete. This has now been corrected.

Release Notes CAS 3.7

Imports – New Import File Manual Sales (POS)

A new import has been created to allow the user to import manual sales and the sales will be applied similar to a sale on the POS. Our previous manual sales import was designed to close out sales from a temporary event, this import will treat the sale as a normal sales transaction.

Imports – Confirmation Messages

When an import file is sent, a status bar is now displayed which shows that the sending of the import file is being processed. For failed imports, the error messages have been enhanced to provide better clarification as to the issue so the user can correct the error and successfully resubmit the import file.

Multiple Suspended Transactions

New Sales Tax Option

A new sales tax option has been added for the tax scenario where tax is to be applied on an amount over a minimum sales amount. An example is where tax is due on the sales amount on apparel over $175 (under $175 the sale is not taxable). The system now supports applying the tax on only the sales amount over the set amount.

Bug – Sales Summary Report

The Sales Summary Report was reporting “No Data” when the sales and returns net out to $0 for the date range selected. This bug has been corrected so the sales are now reporting as the net $0 when all sales and refunds net out.

Release Notes CAS 3.6.4

Enhanced description field

An additional field has been added to the Master Item called Enhanced Description, as well as adding the image of the item. These can be added on the Master Item screen or using a new import file (Expanded Item Details). This field has also been included as an option on the barcode labels (CAS only).

The enhanced description field is used for ShopLocal in the product searches.

New - Multiple Item Discount

The ability to create a promotion using buy Q3 for $10 (when each item individually sells for $4) has been added. This enables the merchant to select items from an attribute or classification, select the quantity that need to be purchased to receive the discounted price, then select the sales price for the items. The user can also select a cost that the items must fall below to qualify for the promotion.

This is an effective promotional discount program option that is easily set up and implemented. The user can set the date ranges for the promotion.

Release Notes CAS 3.6.3

Please refer to POS 4.00.21 release notes for additional enhancements

HIGHLIGHTS:

New Inventory Report:

Over Stocked and Under Stocked Report - Using a proprietary index, this report displays items targeted as over stocked or under stocked (determined by the report filter set). The retailer should use this as an indication of items that may need further attention.

Customer Activity Report:

This report has been re-vamped (and re-named) to provided sales information on your customers. Filter by group, geographical, by date - or other to produce sales data to use for many purposes, such as promotional marketing. You now have the ability to target just those customers you want to receive your message.

Recommended Items:

New and improved. The algorithm used to suggest recommended items has been refined to provide better results, resulting in a more successful match with your customers needs. Implement the recommended items feature to have an easy and effective aid in increasing sales.

RELEASE NOTES: CAS Release 3.6.3

Brand / Season / Item Inventory ID Listing

Inventory listing reports can now be run for brand and seasons; also the item listing report has been expanded to provide more detail.

Currency Symbols

Each domain can set its default currency from the Company Information field on CAS.

Customer Activity Report

The same Customer Activity Report available on the POS is now available on CAS has been enhanced to support additional search criteria and the report output has been enhanced to include additional data. You can now run more target reports to identify which customer are most likely to buy new or Overstocked Items.

Customer Look Up Only Populated for Static Group

Customer can now be looked up by frequency categories; this allows you to identify your highest volume and margin customers for exclusive marketing programs. Use this in conjunction with the Price Book features to target your market.

Expansion of Attribute Analysis Report

The attribute analysis report has been changed to include GMROI, Stock Days and Inventory Turnover. Additional filters have been added as well. Use this report in conjunction with the new Overstocked and Understocked Report to identify what product lines are most profitable for you.

Expansion of Best Seller Report (Item Performance Report)

Additional features have been added so you can run the report by margin, GMROI or total sales. The report will also display markdown percentages and stock days. You can also run this report for your Best Sellers or your Least Sellers.

Over Stocked and Under Stocked Report

This is a new report that helps you identify which items are Over Stocked and Under Stocked. The ranking of items is done using the retailcloud Stock Index which takes into consideration several data elements including selling price, cost of items, and inventory

performance to identify your best performers. This feature will be enhanced by the In Store Promotional Marketing capabilities that will be released in future releases.

Recommended Items

The recommended items algorithm that makes suggestions based on what other customers have purchased has been enhanced to provide even more precise recommendations. Key to successfully implementing this is good category management and a large enough sample set. Use this with the CRM Builder for most effective results.

KNOWN ISSUE:

Sales reports are not able to be run for same day sales period (response is "No Data") - To run and capture same day period, sent the date range as previous date at 23:59:59 and end date as Next day at 01:00:00

Release Notes CAS 3.6.2

Pricebook Modifications

The Pricebook feature has become more robust to offer the merchant more group pricing options. Special pricing through the pricebook can be applied using customer categories (allowing for your unique customer groups to have access to pricing or discounts which applies only to them) or apply the pricebook by classification or attribute such as category to discount a specific type of merchandise. Using these tools, a merchant can promote their inventory to best cater to their customer base or marketing strategies.

The use of pricebooks to offer discounts to specifically targeted customer groups is further enhanced by using it in conjunction with the CRM Builder. This features helps build your customer tracking data and allows for the incentives to reach the customers you want to be targeted.

Ajax Auto-Fill for Item Search

In search fields for items, such as: master item, receiving search, and item look-up, Ajax coding has been added to auto fill the field. Merchants searching for commonly used items can benefit from streamlined searches.

Coupon Report

The coupon report has been modified to display the total # sold and sales volume of items that were sold using a coupon. This will help merchants compare items sold using a coupon against all items sold for the date range. A merchant running a weekend sale can compare items sold with a weekend coupon vs. how well the item did on its own during the week.

Listing Reports - Hierarchy

The hierarchy listing report has been modified to include additional information for store and employee. Merchants now have access to additional information on each report. This has also been included on the PDF and downloaded version of the listing.

Modifications to the employee listing report include whether the id is active or inactive; company code and most importantly, when their password will expire. Modifications to the store listing report include adding which venue the store is in, which manager is assigned, if there is a price book assigned, and if a tax override is in place.

Listing Reports - Inventory

The inventory listing report for vendor has been modified to include the email address for the vendor. This is useful when the merchant has a notification to send to all vendors (such as changes to store hours or address changes) and they can obtain all vendor emails in one accessible location.

Listing Reports - Transaction

The transaction listing reports now include a report for pricebooks which shows all pricebooks which have been created, indicating if active or inactive. This can be used as a quick reference for users planning marketing campaigns.

New Attributes

Two new attributes have been added to the master item - Brand and Season. This further refines the attributes to allow for the user to offer segmented discounts or use reporting filters to refine your targeted inquiries. Currently these attributes can be included on barcode labels and in future releases they will be added to reports and pricebook.

Logical names on item import

When a user creates the item import csv file, the classification, category, and vendor fields can now be entered using the logical name instead of the ID code. This will allow the user to easily see the hierarchy for the item and help ensure that the item is classified in the most advantageous way. Please note that the logical name should be entered exactly as it is, including capitalization, differences will create a new category.

Zivo Gateway settings

When a user enters the password when entering their Zivo payment gateway set up information, this number can include special characters.

Merging Classification and Attributes

A feature has been added to allow for the merging of classifications and attributes. This will allow for merchants that have multiple related entries to combine them into one and streamline their database while retaining the item data for each. The previous classification or attribute will be inactive and not appear on reports or drop downs.

POS Allocation

System Administrators now have the ability to create POS id's and allocate the POS based on the number of licenses for the domain. This allows for the multiple event venues to have the flexibility to perform these tasks themselves.

Release Notes CAS 3.6.1

Unit of Measurement Calculated on Receiving

When items are added to a Purchase Order that contain an unit of measurement, and then the items are received, the unit of measurement will be displayed on the individual units ordered. If one unit of measurement is a box that contains 10 individual units, the receiving will show 10 units and the cost will be reflected as for each unit. When ordering multiple boxes or cases the merchant will be able to determine the exact amount that has been ordered, and the cost for each item.

Test Mail Settings

On the mail server setup page, a button for test setting has been added, so that users can test the email settings entered. The test button will generate a test email that will be sent to the information entered. This will allow the user to be able to verify if the settings are correct.

There are many uses for having the mail server set up. Users can have the system generate email alerts for inventory levels, when employees passwords will expire, and be able to send emailed receipts from the Go Green option on the POS.

Service items available as Speed keys

Previously for an item to be set as a speed key it would need quantity received to a location, excluding a service item. Speed key has been updated to included service items without qty. These can be set the same as a store item in the speed key menu (either at the POS or CAS).

Merchants that use service items will find that attaching it to a speed key will be easier to find and ring up on the POS.

Dwolla set up on CAS

Dwolla has been added as a media tender (as an accepted form of payment for sales transactions). The acceptance of Dwolla is reflected in the CAS reporting so that Merchants

that are accept Dwolla can track sales. The merchant needs to enable their Dwolla account on CAS, so they can begin accepting Dwolla as a payment type.

Auto-lookup

Ajax programming has been added to the Item Look Up pop ups and screens. This will allow for a merchant to start typing and the system to search based on what has been entered among the items in the master item table. So merchants can shorten the amount of time used for searching items. They simple need to start typing in the item ID, UPC or description to bring up the items with the same characteristics.

Log and Bug Tracking

A logging and bug tracking has been added to the CAS. This will allow users that are experiencing issues to select to Debug, and enable enhanced logging. Added detail is retained in the log to provide great detail of the transaction in question and enable the user to better identify the issue. The steps and log can be emailed to retailcloud support for further analysis to determine the issue.

12 digit UPC s in Master Item

In the master item screen the 12 digit auto-populate has been removed to allow merchants to create a shorter barcode without leading zeros. Merchants can use a user created barcode without having leading zeros for items.

ShopLocal Integration

ShopLocal (Milo) service has been integrated into CAS 3.6.1. ShopLocal allows user to search for items based on the locations and amount of stock. CAS user will be able to integrate the systems inventory tracking into ShopLocal to give updated stock levels. This will allow customer to search for products within your locations and stores and be able to see how many you have in stock. Giving an edge for brick and mortar stores to compete with online merchants. Since the stores can provide the information on stock levels and compete with instant satisfaction of their customers

Coupon Report, Total Sold

Previously on CAS builds the Coupon Report column, Total Sold, would show the amount of that item sold with a line item coupon attached. It has been modified to show the total amount sold for the date range of the coupon, minus refunds. So Merchants can see entire amount of items sold for that item compared to the amount sold with a coupon attached.

Discount Expiration

When a date range is set on a Discount code, and that date range has been met it will be unusable from the POS. So once a discount expires user will need to update the discount to continue using it, or it will be removed from the drop down menu. This will also clear up any old discounts current;y found on the POS that aren't in use.

Listings- Transaction ID

Listings have been updated to provide more information on Coupon, Discounts, and Tax. They will include rates, dates, types, name, start and end when applied. These reports have been modified to include all the details, so merchants will be able track and maintain the database. Also merchant will be able to verify which coupons or discounts are active and which frequency they are set at.

Release Notes CAS 3.6

Effective Date for Price Lists

The effective date found for a price list is the date that the price list will be active from. Price lists that have a future date will be modifiable until the effective date. From the effective date the most current price list will be active, and won't be found for modification. Price lists can be used for updating a product price form a certain date forward. The price list drop down no longer includes expired price lists.

A merchant with merchandise that will be set a different price for part of the year, can create a price list to be effective the June 6, 2012, that list will be modifiable until it's effective date. From that date forward the new prices will be in effect and won't be able to modify that list. They can however, create a new list, or a Price Book if they wish to be able to set the prices to be active and inactive.

Transaction Activity- Date

The date format has been updated from the European format (DD-MM-YYYY) to the US format (MM-DD-YYYY), on exchange transactions. This has been corrected to relieve any confusion of when the transactions occurred and to create conformity on how the report appears.

Merchants can use the transaction activity report to view past transaction from any location or date range. After generating a list of transaction the merchant can select the data and view a customer styled receipt for that transaction. This is also useful for manual sales in which a customer may need a receipt other than the committed sales receipt.

Inventory Adjustment Report

The adjustment report UI has been modified in 3.6 to allow users who run venue level reports to select a hybrid of stores and warehouses, previously you could only run a report of stores or of warehouses. This was included for merchants to have ease of usability and conformity of reports.

Master Items Syntax

When cost is being modified from the master item screen a security pop verifies that the user would like to modify the cost. This message has been re-written for clarity. User will still be prompted for a user and password that has access to modify cost.

Automated Domain Enrollment

New merchant setup will be created automatically from the sign up form. This will allow for newly enrolled to be able to have almost instant access to their domain. Quickening the time it takes for a merchant to board and create the needed hierarchy. The user name and domain name will be taken from the sign up form . Merchants will have access to training materials and tutorials while completing the quick setup.

Reinstall Downloads

On downloads, currently all transactions are downloaded into the POS register, beginning with 3.6 only the last 1000 transactions are included in the table. The number to include can be altered, as it is set at the application level in the system properties file, and adjusted there.

This enhancement allows for easier and quicker downloads due to less data needing to be received by the POS.

Release Notes CAS 3.5.16

Inventory Balance Report

The Inventory Balance Report has been updated to include from the drop down criteria: Report all items with non-zero inventory, Report only items with negative QOH, Report all items. This was modified to help merchant have a better understanding of their inventory needs.

A merchant can get a better understanding of their current inventory, by being able to filter out certain data such as: looking at which items are running out of stock,or moving faster than others; being able to view all positive quantity on hand items; or viewing all items to see a wider range of inventory. For items that are in negative qty, a merchant can determine if there is a higher need for those items, and be able to order accordingly. When viewing all positive items, a merchant can see how many are currently in stock, and if those items has been in stock for a long period of time or haven't moved as they would like; they could create a discount or promotion for those items.

Integrating CAS Builds

The decimal build and the integer build of CAS have been integrated together, to allow Merchants that need to be able to track inventory in decimal format to be on the same build and version as integer. With the decimal build merchants that need to be able to have inventory based on scales or partial amounts will now be able to calculate that on the decimal CAS build along with the Decimal POS build. So merchants that buy and sell in half or partial numbers, such as a bakery or meat market, can now track inventory and sales accordingly, with the most up to date version.

POS Unit Status Report

The POS status report, was modified to allow users the ability to check the status of all POS' allocated or non-allocated. This will allow a merchant to verify how many licenses they have downloaded, and which license are still available.

Release Notes CAS 3.5.15

Modifying Store Data

The page header for modifying store tax rates and cash drawer settings has been changed for added clarification. The new heading is "Modify Tax and/or Cash Drawer". From this page the user is able to modify the minimum and maximum cash drawer settings as well as tax rates.

Setting Min/Max Cash Drawer amounts adds another level of security to your cash drawer. With these settings set it will notify the user whether they have exceeded the amount or have not met the appropriate amount. When setting the cash drawer min and max remember to set realistic amounts, so that at each opening and closing of bank it will be helpful. Merchants that have shift changes or cash drops throughout the day, this will help with making sure there is an appropriate amount continuously in the drawer.

Override Min Max Cash Drawer Settings

Modify Registers

Under Management->Hierarchy->Modify Hierarchy (Register), only allocated registers will appear in the drop down selection to be modified; register that have been terminated will not appear in this listing, as there is no need to modify a terminated register and the list is now more streamline.

Terminating registers to free a license that is either not in use any more to be repurposed, is the main reason to terminate. Once registers are terminated that is the end of the transaction life for that ID. Terminated register can't be restored so merchants will need to be careful that the register will not be needed as that ID. Merchant may also want to terminate registers that have moved stores or locations to start a fresh sales data string for reporting.

Terminating a Register

Variance of Cost and Quantity in Merchandise Receiving

If Price and quantity are changed to a lesser value when receiving against a purchase order, an alert message will display to notify user of the variance. If cost and/or quantity are changed to a lesser or higher value the variance will show in red on the PDF receipt. The report visually emphasizes the change, so that a user can further look into the variance as needed, as part of the internal audit process.

Modify Customer Details

The user has the ability to modify customer information previously input. This is to help maintain a current/accurate customer list for promotions or other uses by the merchant.

A customer list is a useful edge to use to engage your clientele. It can be used to track purchase history, make recommendations, and help provide shopping incentives to your most loyal shoppers. Before any of these can be put into practice you'll need to create the customer database; easily done by adding a reminder to prompt the user at the end of the sale to add the customer to the database

Other POS Settings

Once in the database, you can use that information however it seems fit, through an email blast or a special sale announcement; perhaps a newsletter, informing the clients about new products or changes in the store.

Purchase Orders Over 50 Lines

When creating a purchase order (PO) with over 50 lines of items, the PO will now retain information from the existing lines of data after an error has occurred to be saved again. Users will be able to save every line over 50 after an error without any data loss.

There are three steps to creating a Purchase Order, create, approve, and send. Once a purchase order has been sent (if email is found for vendor, and email settings are entered) it can be emailed to the vendor and received off of. By default a purchase order has 50 lines, after selecting your criteria, there are options to add additional lines underneath the item fields. So if you needed to order more than 150 items, you would select the 250 tab and enter items. Allowing for larger orders to be processed and to be able to receive large orders quickly.

Creating a Purchase Order

Release Notes CAS 3.5.14

Setup File Creation

An enhancement has been created to allow for a register setup file to be downloaded as a zip file that includes transaction data for that register. This is useful in the instance of loss of internet connectivity as the register file can be taken from the data zip file from CAS and sent to the POS to update the data.

Reports- larger column for UPC

Previously, the space allocated for the UPC number on 5 reports (Inventory Balance Report, Periodic Sales Report, Discount Summary Report, Reorder Level Report and the package item list) was 12 digits. Longer UPC's carried over to the next line on generated reports and pdf's. This enhancement allows for more space for the UPC on the reports for easier identification and readability.

Uniformity in Adjustment Receipts

Merchandise adjustment receipts are now formatted the same for both those generated on the UI and as an import. This creates uniformity regardless of how the adjustment was processed.

Purchase Order Total Cost

A bug was identified, where the 50th item entered on a purchase order is not included in the Item Total. The item is included in the PO, but is omitted from the sum on the report. Also, when the user tries to add more than 50 items without adding a page to accommodate the additional items, the additional items are not included in the Item Total. This had been corrected so all 50 items are included in the item total and when a user attempts to add more than 50 items without adding additional pages an alert message will be displayed.

Release Notes CAS 3.5.11

Simultaneous Multiple Venue Transfers

Merchandise transfers which occurred simultaneously from different venues often had one of the transfers receive an error and needed to be re-initiated. This has been corrected so transfers queue up and process one after another.

Decimal CAS build

The decimal CAS has now been integrated to include the enhancements which have been made to the CAS.

Item Changes on the Master Item UI

Cost and price modifications made to a master item from the UI are now reflected in the item history table. Tracking of the change includes when the changes were made and by which user to create a stronger audit trail for changes made on the system.

Reorder Levels set for same day

When the start date and end date for the reorder level is set to the same day, an error message now appears stating that the range cannot be the same date.

Error Message Clarification

The error message which displays when a user enters a weak (non PCI compliant) password has been clarified so that the user has a better understanding of the weakness in the password.

Release Notes CAS 3.5.10

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CURRENT RELEASE

Release Notes CAS 4.0.4