Site Manager Improvements
Here below are descriptions of additions and improvements that affect the Site Manager
If a ticket from the support portal is attached to the work described here below, the ticket number (both development and support ticket number) are listed after the description. If no ticket numbers are listed, then either this change request came from the LS One roadmap and/or backlog or the request came to us through some other channel.
Initial configuration dashboard ticket
Initial configuration dashboard ticket will now show a warning if a store does not have any payment types configured or the price setting is not matched with the discount calculation setting.
Permission changes
When creating a purchase order before the user needed to have Edit retail item permission. This has been changed and now the user only needs Manage purchase order permission. (ONE-8259, LSTS-2005)
A new permission called Manage vendors on items has been created. When granted the user can edit the vendor information on the item card.
A new permission called View on hand inventory has been created. When granted the user can view the inventory on hand information on the item card
A new permission called Create store transfers for all stores has been created. When granted and the Site Manager is configured to be on a specific store the user can create and manage transfer orders and requests for all stores, otherwise the user will only see the orders and requests for the current location.
A new permission Import data packages needs to be granted for the user to be allowed to import default data. (ONE-8200, LSTS-1912)
Added new permissions so that the viewing of different reports can be controlled on a user bases: (ONE-7940, LSTS-5100)
- View customer reports
- View financial reports
- View hospitality reports
- View inventory reports
- View item reports
- View sales reports
- View setup reports
- View user reports
Customers
Tax exempt option has been added to the customer configurations. If the tax exempt is set as Yes the tax group on the customer card can not be edited. A default tax exempt tax group can be set in the store management options in Tools, Administrative options. Both the Site Manager and the POS will use the default tax exempt group if it is set in the store management options and ignore the tax group that is on the customer (if any).
The Excel import also includes this option for customers for when they are being imported.
Some changes were also done in the POS around the tax exempt functionality. Please see the LS One POS Improvements for more information.
The Store management tab in the Administrative options also provides the option of updating all tax exempt customers to have the tax exempt tax group by clicking the action Update tax exempt customers under the Related options. But this is not necessary for the tax exempt functionality to work.
Also:
Fixed an issue where some customer fields were not saved when changing the max credit limit.
Inventory improvements
Transfer orders and transfer requests have been updated completely, please read a detailed description here.
The performance of the stock counting functionality was also greatly improved as well as other minor fixes and changes. For a detailed description please click here.
The general inventory improvements can be viewed here.
Receipt designer
Variable Total without tax (under sales section in receipt designer) can now be printed with the other tax information in a tax line on the receipt. (ONE-8511, LSTS-2691)
A new receipt variable has been created: "Tender details". This variable prints the details of the tender lines that was used for payment or for change back. (ONE-7518, LSTS-583)
This change means that the variable "Tender name" only prints the name of the tender. Information that was previously also printed in "Tender name" variable are now only printed if this new variable "Tender details" is added to the receipt. So in order to view f.ex. amounts in foreign currency, customer account number for customer account payments, the variable "Tender details" needs to be added to the receipt.
The system form layout for the customers receipt and customer order information have been updated to use the new "Tender details" variable.
The Gift Card balance receipt was redesigned to match other forms included in the default profile. To get the new design click Reset default profile action on the Form profiles view
The customer account deposit payment receipt footer was fixed so that the deposit total is printed and the tender details were added to the tender lines in.
Scale item
When creating a new item in the Site Manager and a unit is selected that has been configured as being a scale unit the property Is scale item on the item is set by default to true when the item is saved.
The property Is scale item can still be set to true for items that are not marked as being scale items as before.
Some changes were also done in the POS around this functionality. Please see the LS One POS Improvements for more information.
Discount calculations
A new configuration has been created that sets when the periodic discount cache is cleared. You can find this new configuration in Tools, Options, Discount settings. (ONE-8702, LSTS-3703).
The default configuration is Before each sale but it can be set to be reset after a specific time, for example 60 minutes. Please see more specific information in the field help
Rounding changes
The rounding functionality in LS One have now been updated to also accept two digit rounding such as 0,25 (ONE-8240, LSTS-1987)
Fixed an issue where the rounding setting on a currency would not be saved when choosing "Round to next".
Scheduler improvements
Functionality to create replication counters for subjobs has been added to the scheduler plugin. In the Subjob view, Replication counters tab the replication counters can be created for different locations.
Added functionality that allows the user to send a single replication job from one database to another from the job view.
Scheduler now appends the location ID when jobs are scheduled via TransAutomClient and the "Location" parameter is provided. This was mainly done so that LS One Pull from POS are not all put into the same job queue.
Added CompressionMode and IsolationLevel overrides to job headers. This means the jobs can override the global setting set in the Configuration Tool.
Fixed an issue causing the currently selected job to lose the selection when editing a sub job.
Fixed a bug where Job type code on jobs was not saved properly
Sub jobs view now has a record cursor which allows quick navigation between sub jobs.
Fixed an issue causing the sub jobs view to be refreshed without taking the search filter into consideration.
The size of the fields for the filters that can be set on subjobs have been increased in the database to be nvarchar(max) so there is no limit to the length of the filters
DD plugin parameters are no longer limited to 60 characters.
Other improvements
Both the development and support ticket number are listed in the list below when applicable. If no support ticket number is listed, then either this change request came from the LS One roadmap and/or backlog or the request came to us through some other channel.
| Issue number | Support issue | Description |
|---|---|---|
| ONE-7028 |
Denominations can now have a description that will be shown on the POS payment dialogs instead on the unit value f.ex. 5p or 5 cents can be displayed instead of 0,05 |
|
| ONE-7977 | The "Is independent" property on the terminal card has been removed (see more information here) | |
| ONE-8837 | LSTS-3517 | When the LS One setup includes a Head office and Store level with databases at all levels, when the user's password was changed at Head office level then in some cases the user had to change their password again and again. This issue has now been fixed |
| ONE-8441 | LSTS-2402 | Tare weight has been added as a property to the item and retail group. This value is used when an item is being weighed using a connected scale. If the scale is not connected and the tare weight is set on the item, the weight that is manually entered will be reduced by the tare weight value |
| ONE-8356 | LSTS-2243 | Fixed an issue causing barcodes not to be replicated when edited. Now actions are created when barcodes are edited and an action job can be used to replicate the changes. |
| ONE-7458 | LSTS-577 | Deleting barcodes now marks them as deleted. When deleting an item that has a barcode the barcode is also marked as deleted and when undeleting the item the barcode is also undeleted. Reusing barcodes that have been marked as deleted for other items is now possible. |
| ONE-9179 | Minimum and maximum barcode length is no longer checked if the barcode mask contains only X (Any number) characters on the new item dialog. | |
| ONE-8149 | LSTS-1818 |
The user can now configure the system to allow manual entry of gift card IDs (numbers) in the Administration options view. When this is set a new option is added to the Gift cards view (in the Action box) where new gift cards with specific numbers can be created. |
| ONE-7976 | Fixed an issue causing the retail item image import to throw errors when importing data files. | |
| ONE-7867 | Fixed an issue where the Site Manager crashes when opening Item > Price > Promotion view in certain instances. | |
| ONE-8351 | Fixed a bug where the customer ledger is incorrect when paying with loyalty points | |
| ONE-9397 | When adding images to an item, multiple images can now be added at once on each item | |
| ONE-8720 | Fixed an issue where periodic discount percent would not be correctly shown when viewing receipts in Site Manager. | |
| ONE-9151 |
Periodic discount offer line dialog now allows adding items with price 0, but only discount percent can be changed. Fixed an issue where Site Manager would crash when selecting a variant then selecting None in the variant field, on the periodic discount offer line dialog. Fixed an issue where editing a periodic discount offer line, changing the item then selecting the original item again would give an error saying that this relation already exists. Fixed an issue where the variant header would not be visible on the mix and match items view. Fixed an issue where certain columns would be shifted by 1 column to the right on the mix and match items view. Fixed an issue where the price with tax would always show the price on the mix and match items view. |
|
| ONE-8729 | When tax information is changed in the Site Manager the tax information cache is now cleared and any functionality using the tax information is forced to retrieve the information again from the database | |
| ONE-7333 | LSTS-285 | Fixed a bug on the item ledger where the displayed Quantity is incorrect for return transactions from receipt number. |
| ONE-7114 | LSTS-1619 | When importing information using Excel import all string values from the Excel document are now trimmed. |
| ONE-8311 | LSTS-2177 | Fixed an issue when importing retail items from an Excel file where the new assigned retail group is not updated if it is part of another retail department than the one the importing retail item initially was. |
| ONE-8361 | LSTS-2298, LSTS-2578 | A bug has been fixed in Site Manager where the default purchase price for vendor item was not updated when importing the items from an Excel file |
| ONE-8283 | LSTS-2076 | When importing items and you have a vendor set on the item, that vendor will now be set as the default vendor for that item. |
| ONE-7933 | Fixed an issue causing the Site manager version to not be fully displayed in the login view. | |
| ONE-7756 | Fixed an issue causing menu button to not be copied correctly when creating a new menu header and the user selected to copy the information from another menu header (Copy from option). | |
| ONE-7735 | LSTS-884 | Fixed an issue where the wrong unit of measure loaded when infocode subcode line is opened. |
| ONE-7558 | The button menu view now has a preview button to view the menu as it has been configured. | |
| Fixed tab ordering on the general page of the vendor card. | ||
| ONE-7067 | Fixed tab ordering on the new gift card dialog. | |
| ONE-7066 | Fixed tab ordering on the store form settings page. | |
| ONE-7064 | Fixed tab ordering in the store price calculations page. | |
| ONE-8823 | The icon for CSV profile operation has been changed in the ribbon of the Site Manager | |
| ONE-9076 | A bug has been fixed in Site Manager and POS on customer address where states names were displayed instead of states codes. | |
| ONE-8782 | Moved the option menu "CSV import profiles" in the ribbon. This option is now in Tools -> Import | |
| ONE-9223 | LSTS-4827 | Fixed an issue where the unit ID would not be displayed correctly in the vendor item dialog. |
| ONE-9490 | User profiles can no longer be removed from users. | |
| ONE-9326 | Changed the size of the new goods receiving document dialog to fit the minimum resolution. | |
| ONE-9248 | Fixed tab order on the new retail department dialog. | |
| ONE-9379 | The list views in the Site Manager should all accept Ctrl+A keyboard combination to select all lines in a list view. In some views this functionality was not working. The framework of the Site Manager has now been updated so this should now work in all views. | |
| ONE-9147 | LSTS-4601 | Fix an issue in Site Manager where the Price group value is lost when the Sales type view is opened and closed. |
| ONE-8839 | Added the store name in the stores drop down on the "Default tax calculation store" management view. | |
| ONE-9057 | A typo in a dialog displayed during the posting of a statement has been fixed | |
| ONE-7940 | LSTS-5100 | When importing reports now a report type needs to be selected. Existing reports are updated when the database is updated and system reports demo data has been updated as well. |
| ONE-8360 | LSTS-2254, LSTS-2884 | The Stock level report from the system report data package now connects to Head office through the Site Service to report the correct stock levels. The system report data pack needs to be imported both on the Head office and store level for this report to work now. |
| ONE-9610 | LSTS-5791 | Fix an issue where sales receipts are not viewable from Site Manager due to a time out error if there are many receipts in the database. The query execution speed also improved drastically. |
