Version 6.31

Sales

Membership expiration date no longer required when creating a customer

Build 6.31.39.0: PRO-3993

Starting from 6.31.39.0, in CHQ under sales > customers > new > membership, the expiration date field is no longer required when creating a new customer record.

By default, the expiration date field is empty.

See also

Cloud HQ User Manual Sales & eCommerce in Teamwork Confluence

Services

Specifying connection type for F-NEDAP RFID reader

Build 6.31.39.0: PRO-3988

We’ve added the capability to define the type of connection used by the F-NEDAP RFID reader.

Purpose

This may be helpful if the user wants to connect via Wi-Fi instead of utilizing Ethernet connection. Additionally, the user may want to change the type of connection, for example, from Wi-Fi to Ethernet, if Wi-Fi is down or vice versa.

How to configure the connection type

To be able to configure device settings available in the edit device dialog, the user must have the Manage devices security right.

To configure the new F-NEDAP reader setting, in CHQ:

  1. Go to services > device controller.

  2. Find your device and click it.

  3. In the edit device dialog that opens, go to the app settings tab.

    If your device is not location-specific, the app settings tab is invisible. If your device is location specific but not Teamwork POS version 6.0 or higher, then the app settings tab is inactive.
    To check if your device is location specific or not, on the general tab of your edit device dialog find the location field in the device section. If the exact name of a location is indicated in the location field, then your device is location specific. Alternatively, you will see not location specific.

  4. In the RFID reader section, make sure that F-NEDAP is selected in the RFID reader field.

  5. In the connection type field, choose one of the options:

    • Ethernet (set by default)
    • WiFi

  6. Click save.

    On clicking save, all the updates made in the RFID-reader section are streamed to the respective POS device.

See also

V6.31 Mobile Release Guide in Teamwork Confluence

Settings

New Security Rights to hide safe values from Drawer Memo in POS Pro version 6

Build 6.31.30.0: PRO-3537

We’ve added the following new security rights for the Drawer Memo area of POS Pro V6:

Area Right Description
Drawer Memo Access/edit safe values View and edit values associated with a safe in the drawer memo
Drawer Memo Print drawer memo/deposit slip Print a drawer memo or a deposit slip

These rights allow for preventing certain store associates from seeing how much money is left in the safe. Also, these rights hide safe-related information in the Start of Day and End of Day areas of POS.

To learn more about changes in the Drawer Memo area related to the new security rights, refer to the V6.31 Mobile Release Guide. For information on how to assign security rights to users, see the Roles section of the Cloud HQ User Manual: Settings.

Accessing the RFID Tag Status area from POS Pro V6 Home screen

Build 6.31.30.0: PRO-3710

We’ve introduced the capability to define where on the navigation panel of POS Pro V6 the link to the RFID Tag Status area displays:

  • in the navigation panel proper (A – in the screenshot below) or
  • under the More menu (B – in the screenshot).

Purpose

In the RFID Tag Status area, it is possible to check and manually change the status of an RFID item tag. The capability to check if an item’s tag is on or off is important for knowing if that tag will trigger the store’s EAS theft prevention system.

The electronic article surveillance (EAS) system is designed to prevent shoplifting from stores. Typically, the EAS detection system at the store exit sounds an alarm when it senses an active tag on the merchandise.
Therefore, deactivating RFID tags during the checkout process is necessary to allow sold merchandise through the EAS system.

Additionally, manually changing the tag status may be required if the tag can’t be automatically turned on or off during tag reprogramming after the sale.

How to configure the RFID Tag Status order

In CHQ, to configure the location of the RFID Tag Status link in POS Pro V6 navigation panel:

  1. Go to settings > company settings > v6 App Designer.

  2. In the area that opens, choose Point of Sale V6 > iPad > Home:

  3. To add the link to the RFID Tag Status area to POS Pro Home Screen, under available fields, press the RFID Tag Status label and then drag it to the layout section: By changing the order of labels under the layout section you can define the place where the respective label displays:

    • in the navigation panel proper: the label is among the first five under layout
    • in the More menu: the label is in the sixth position or lower

    To remove a label, press the required label and then drag it back under available fields.

  4. Click save.

To be able to manually deactivate an RFID tag in POS Pro, the user must be granted the Manually deactivate RFID Tags security right. For information on how to assign security rights to users, see the Roles section of the Cloud HQ User Manual: Settings.

See also

V6.31 Mobile Release Guide in Teamwork Confluence

Configuring inventory attribute labels: multi-language translations for POS Pro V6

Build 6.31.30.0: PRO-3055

We’ve introduced updates to inventory attribute labels in CHQ. These updates allow for:

  • supporting the multi-language translations of the user-defined attributes
  • removing the any option from the position field of the attribute details dialog
  • supporting the user-defined inventory attribute labels in V6 App Designer for POS Pro

Multi-language inventory attribute labels for POS Pro V6

It’s now possible to add multiple translations for the item attribute labels (such as Color or Size) that display in various POS Pro areas. For example, in the Catalog area of POS Pro, attribute labels display as column headers:

Prior to adding a translation, these attribute labels must be defined by the user.

To do so, in CHQ:

  1. Go to settings > inventory / catalog > inventory labels.
  2. In the inventory labels area, scroll down to the attributes section.
  3. Populate the following fields (see the screenshot below):
    • attribute 1
    • attribute 2
    • attribute 3
  4. To add multiple translations, click the globe icon next to the required field.

    For a translation to be available in POS, first, it must be set up in CHQ. To do so:

    1. Click the globe icon next to the default label of the required field or value.
    2. On tapping the icon, the description: [default field name] dialog opens.
    3. Enter the required translation.
    4. Click save.

    Please be advised that if no translation is defined in CHQ for the language that is used for the user interface in POS Pro, default field labels and values display in POS.

Removed “any” option in the attributes details dialog

We’ve removed any from the list of available options for the position field under chq > settings > inventory / catalog > attributes > [selected attribute] > attribute tab. Accordingly, now it is required to assign a certain position to each attribute.

Please be advised that labels defined by the user under chq > settings > inventory/catalog > inventory labels > attributes appear in the position field instead of the default labels.
For example, attr1 instead of the default attribute 1 label (see the screenshots above).

Multi-language inventory attribute labels in V6 App Designer

In CHQ, under settings > company settings > V6 App Designer, the user-defined inventory attribute labels for POS Pro are available under the following areas:

  • Search Results under Point of Sale v6 > iPad > Catalog
  • Cart Descriptions under Point of Sale v6 > iPad > Sales Receipt
  • Purchasing Cart Descriptions under Point of Sale v6 > iPad > Shipments
  • Transfer Cart Descriptions under Point of Sale v6 > iPad > Shipments
  • Ship Memo Cart Descriptions under Point of Sale v6 > iPad > Shipments
  • Cart Descriptions under Point of Sale v6 > iPad > Adjustments
  • Cart Descriptions under Point of Sale v6 > iPad > Count Memos

See also

Fiscal settings moved to the country level in CHQ

Build 6.31.39.0: PRO-3747

Starting from version 6.31.39.0, all the fiscalization related settings are available at the country level in CHQ.

This update includes adding new tabs and settings to the country details dialog. This dialog is available in CHQ under settings > company settings > countries / regions on clicking new or when editing the selected country record.

Also, as a part of this update, it is no longer possible to change a country for an existing location record in CHQ under settings > location settings > locations / location settings.

If the user made a mistake on the country while setting up a location, the record must be deactivated and a new location record should be created with the right country indicated.

Purpose

This update ensures that all the fiscalization related settings are consistently defined for all the stores across one country, thus, making each store compliant with respective country-based fiscal regulations.

Updated country details dialog

The country details dialog now contains the following tabs:

  • general
  • POS
  • fiscal
  • invoice customer

To access the country details dialog, go to chq > settings > company settings > countries / regions > new or edit the selected country record.

The general tab

The general tab is available for every country and contains the settings that previously existed on the [selected country] dialog.

The tab consists of the following three sections:

  • general
  • gift card defaults
  • credit memo defaults

A new field, numeric code, has been added to the general section of the general tab.

The numeric code is a three-digit country code that defines the name of the country and is also used to determine which country the document was made in.

Please note that the user can configure the code, alpha 3 code, and numeric code fields only when creating a new country record.

The POS tab

The POS tab currently сontains only one section – general with one setting – allow sales and returns on the same transaction.

If the allow sales and returns on the same transaction option is selected, in POS Pro, it becomes possible to add both sale and return items to a single Sales Receipt. On a new installation, this option is selected by default.

The fiscal tab

The fiscal tab is available only for countries that require fiscal settings. These settings are country-specific. As of version 6.31, in CHQ, the fiscal tab is available for France (NF 525) and Spain.

Please note that to be able to access the tab, the user must have the Add/Edit Financial Settings in CHQ security right.

The invoice customer tab

The invoice customer tab is available only for countries with fiscal requirements for invoicing customers. As of version 6.31, Spain is the only country in CHQ with the invoice customer tab.

For detailed description of Spain specific fiscal settings introduced in this release, see the European fiscal compliance 一 Spain article of this guide.

See also

V6.31 Mobile Release Guide in Teamwork Confluence

European fiscal compliance – Spain

Build 6.31.39.0: PRO-3329

We’ve introduced the following changes in CHQ:

  • Spain-specific fiscal settings have been added at the country level
  • a new type of receipt document – Customer Invoice – has been added
  • CHQ users can define required fields on Invoices
  • for Customer Invoices, a separate transaction emailing type has been created

In Spain, issuing (printing) a Customer Invoice is required if the customer purchases items valued at 3,000 Euros or more as well as upon the customer’s request.
In that case, the store staff can print an invoice instead of the regular customer receipt (regular Sales Receipt in Teamwork).

Also, at the device level, an extended list of transaction sequence numbers now displays.

Purpose

The update ensures the software compliance with Spanish fiscal legislation. Also, the introduced changes serve as a foundation for implementing similar logic for other countries.

Configuring fiscal settings

For Spain, the fiscal and invoice customer tabs are now available in the country details dialog.

To access the country details dialog, go to chq > settings > company settings > countries / regions, select Spain, and then click edit.

The fiscal tab

To access the fiscal and invoice customer tabs, the user must have the Add/Edit Financial Settings CHQ security right. For information on how to assign security rights to users, see the Roles section of the Cloud HQ User Manual: Settings.

In case of Spain, the fiscal tab includes the SII section with the following fiscal settings:

  • VAT #: the VAT number of the location that is printed on the invoice. Blank by default, max 30 characters allowed.
  • CIF #: the tax ID number for all companies that is printed on the invoice. Typically, it consists of a letter followed by 8 digits (example: B12345678). The letter represents the type of entity. Max 30 characters is allowed.
  • auto-issue invoices when total reaches: the field indicates that an invoice must be issued if the receipt total exceeds the amount defined. In POS Pro V6, if the indicated receipt total is reached, the Issue Invoice switch is turned on automatically and cannot be disabled. Values range from 0.00 to 999.999.99. If 0.00 is entered, in POS Pro, the Issue Invoice switch is never turned on automatically. 3000.00 is set by default.
The invoice customer tab

The invoice customer tab contains the list of fields that can be marked as required for Customer Invoice in POS Pro V6. In POS Pro, these fields are populated by the user during sale processing, and the information from these fields then appears on the printed customer invoice.

The following fields are available in the section:

  • tax ID (selected by default)
  • company name (selected by default)
  • first name (selected by default)
  • last name (selected by default)
  • address 1 (selected by default)
  • address 2
  • address 3
  • address 4
  • address 5
  • city (selected by default)
  • state/province (selected by default)
  • postal code (selected by default)
  • fiscal code
  • country (selected by default)
  • phone
  • email

Assigning a printing design to the Customer Invoice printing area of POS Pro

Please be advised that assigning at least one printing design to the Customer Invoice printing area is required for printing invoices in POS Pro. If none are assigned, no templates are available in POS Pro, and printing an invoice is not possible.

To assign an existing printing design to the Customer Invoice printing area, in CHQ:

  1. Go to settings > printing > mobile printing designs.
  2. Double click the printing design record related to Customer Invoice.
  3. In the [your printing design] dialog that opens, go to the printing areas tab.
  4. Click to select the customer invoice record in the printing area column, then click edit above the grid (see the screenshot below).
  5. In the ‘customer invoice’ area dialog that opens, configure the following:
    • selected: make the printing area available in POS Pro V6
    • display name: enter the name of the printing area to display in POS Pro V6
    • order: define the order to display in the printing area of POS Pro V6
  6. Click save twice for the changes to take place.

Creating a transaction email template for the Customer Invoice

We’ve added the capability to create transaction email templates of the customer invoice type in CHQ. In POS Pro, these templates are used when emailing the invoice to the customer.

To create a template, in CHQ:

  1. Go to settings > company settings > transaction emailing > new.
  2. In the dialog that opens, in the type field, select customer invoice (see the screenshot below).
  3. Populate the remaining fields of the new transaction emailing dialog.
  4. Click save.

New transaction sequence number fields at the device level

For Spain, in CHQ, under services > device controller > [selected device], on the info tab, we’ve added the following fields for display:

  • sale receipt: the fiscal # of the last Sales Receipt with sale items
  • return receipt: the fiscal # of the last Sales Receipt with return items
  • sale invoice: the fiscal # of the last Customer Invoice with sale items
  • return invoice: the fiscal # of the last Customer Invoice with return items

See also

Cloud HQ User Manual: Settings in Teamwork Confluence

Other Enhancements

JSON-based Secure Customers Import API: the KeyField setting supports “MembershipCode”

Build 6.31.30.0: PRO-3726

The KeyField setting of the JSON-based Secure Customers Import API now supports the MembershipCode value in addition to EID and No (default).

This enhancement allows for updating light customer records that are created as a result of Sales Receipt import via JSON-based Secure Customer Import API.

Previously, this was impossible as the light customer record was created with the Membership Code only and the KeyField parameter of the JSON-based Secure Customer Import API supported EID and Customer No.

Qty Status Ledger: indicating an adjustment reason for quantity updates

Build 6.31.30.0: PRO-3622

It is now possible to define an adjustment reason when updating item quantities in the Qty Status Ledger.

Purpose

Teamwork Quantity Status Ledger is a back-end functionality that allows for keeping track of the inventory that is not available for sale, for example, if it is in repair, under review, or damaged.

Storing information on unsellable goods at the warehouse locations allows the retailer to avoid overselling as well as other errors in handling incoming and outgoing merchandise with various statuses.

Additionally, information stored in the Qty Status Ledger is an important part of calculating and correctly allocating inventory when running the company’s day-to-day operations. For example, the quantities provided by the Qty Status Ledger are automatically excluded when running the replenishment process.

Also, “not sellable” quantities are always available for the retailer to track in the Real Time Availability view in CHQ.

To accommodate changes related to the new capability, we’ve made the following updates:

  • the adjustment reason field has been added to the JSON-based Qty Status Update API
  • the adjustment reason ID field has been added to the Qty Status Adjustment table
  • during the execution of the Qty Status Ledger Update job, the adjustment reason is now automatically indicated in the created adjustment memo if the reason is present in the Qty Status Adjustment table

Issue Resolutions

Incorrect multiple captures of the same payment

Build 6.31.30.0: PRO-2607

In version 6.31.30.0 of the software, we’ve fixed the issue where, occasionally, on capturing a payment, no corresponding log record or Sales Receipt would be created.

The above, in its turn, resulted in multiple incorrect captures of the same payment amount and required further manual reconciliation. The text body under the expand.

Certain Ship Memos not visible in POS

Build 6.31.30.0: PRO-2603

We’ve fixed the issue where Ship Memos, visible in CHQ, could be missing from the Teamwork POS Pro version 6 app.

That happened as, at the Ship Memo level, CustomerID was not populated. The latter was caused by the absence of the ship-to information in the respective Sales Order.

Archived ASNs appear in POS Pro

Build 6.31.30.0: DS-1853

Issue
In the POS Pro app, archived ASNs would sometimes appear in the Shipments > Incoming area.

Resolution
Archived ASNs no longer display in the POS Pro app as expected.

Issue with customer birthday date format

Build 6.31.30.0: DS-1820

Issue
Prior to 6.31.30.0, when creating a new customer record under chq > sales > customers > new, the user sometimes couldn’t enter the customer’s birthday date in the MM/DD/YYYY format.

Resolution
The issue has been fixed. Now, it’s possible to define the birthday date in the MM/DD/YYYY format as expected.

Performance optimizations

Build 6.31.30.0: PRO-2814, PRO-2570, PRO-1234, PRO-2571

To ensure better performance of the system, we’ve optimized the following:

  • the Qty Status Ledger Reset process
  • RTA-related functions and views
  • Sales Order auto-processing

Also, at the database level, we’ve performed optimizations to the Sales Engine logic.

JSON-based Qty Status Update API: ‘‘Processor for apiRequestType ‘QtyStatusUpdate’ not found’’ error

Build 6.31.39.0: DS-1873

We’ve fixed the issue where importing files via JSON-based Qty Status Update API could occasionally fail with the Processor for apiRequestType 'QtyStatusUpdate' not found error.

Replenishment: the in ‘‘progress’’ status issue during production run

Build 6.31.39.0: DS-1880

Prior to version 6.31.39.0, the inventory replenishment process would sometimes remain in the in progress status when creating transfer orders even if the document creation was successfully completed.

The issue has been fixed. Now, the status of the replenishment updates as expected.