What's New in 2015

Following are some enhancements introduced in 2015.

December 2015: New Features and Improvements

New Ability to Integrate Plenty Loyalty Program into Verifone Sapphire Cash Register

With this new feature you will be able to integrate Plenti loyalty program from the www.plenti.com web-site into your Verifone Sapphire register to appear in the shift report and on the Cash Reconciliation forma as a separate MOP.

Shift Report

Cash Reconciliation Form

MOP Mapping Form

To have this feature activated for your Verifone sapphire cash register, please, contact Support.

improvement to store reports: item shortages report, Inventory Progress Report, Consolidated Store Inventory Progress report

Item Shortages report, Inventory Progress report and Consolidated Store Inventory Progress report have been improved. It has been made possible to distinguish the reports' data by accounting methods - Retail and Cost.

Item Shortages Report

Item Shortages report's contents have been regrouped according to the methods of accounting applied to the item categories - Retail method of accounting and Cost method of accounting.

To expand the data, click the item you are interested in.

Inventory Progress Report

Inventory Progress report has been improved with an ability to select between the inventory accounting methods for the report - Retail method of accounting and Cost method of accounting.

Consolidated Store Inventory Progress Report

Consolidated Store Inventory Progress report has been improved with an ability to select between the inventory accounting methods for the report - Retail method of accounting and Cost method of accounting.

Improvement to Cycle-count tickets

Minor improvement has been made at Data Entry > Inventory > Cycle Count Tickets > open an inventory ticket > Convert to Excel. A new "Retail" column has been added to the Excel export.

Improvement to MAS90 Export settings

Improvement has been made at Settings > Company > Export Settings > MAS 90. A new Output Option setting has been added under the Report Settings tab. It is currently possible to select if you want the store sales and purchases data for several locations to be exported individually or combined in one file.

Individual Export

On this example, the sales and purchases data are exported in separate files.

Combined Export

On this example, the sales and purchases data are exported in a single file.

For more information, see Connecting to MAS90

New RJ Reynolds Data scan export Report

With this report, you can set up the transaction-level scan data export to the R. J. Reynolds Tobacco Company on the weekly basis. Scan data are all RJ Reynolds SKUs.

This report is only available for the cash registers with the PJR files enabled. For more information, see Enabling PJR Files

For more information, see Tobacco Scan Data Supporting RJR.

User's Home Page Redesign

CStoreOffice® user's station home page (simple view) has been redesigned for the usability purposes. Contents of the page remained the same, only the look has been changed.

Old Home Page

Redesigned Home Page

For more information, see Station Home Page Views: Simple, Extended, Default.

Minor Improvement to the Password Requirements

Minor improvement has been made to the password requirements. For the security purposes, a limitation has been set to the ability to use spaces in the password.

This improvement affects the following forms: logging in, profile, create new employee and edit employee forms.

Some of these forms are permission-based and you might not have access to them.

For more information, see Password Requirements.

Minor Improvement to the COGS by Category Report

Minor improvement has been made at Reports > Accounting > Operating Profit Estimates (Profit & Loss) > COGs by Category Report. A new "Taxes" column has been added to the report.

For more information, see COGS by Category Report.

Minor Improvement to the Physical Inventory Form

Minor usability enhancement has been made at Data Entry > Inventory > Physical Inventory. A note about the fact that all purchases are accounted for the next shift after the physical inventory has been added.

Improvement to the Fuel Inventory Alerts Setup Form

Several usability improvements has been made at Home Page > Alerts > Alerts Setup > Fuel Inventory.

Before

Now

Minor Improvement to Item Updates

Minor improvement has been made to the UI of the item updates at Home Page > Item Updates > Active Promotions. "Specials" section has been renamed into "Active Promotions"; new price type promotions are currently displayed in this section as well.

Improvement to the BuyDowns Report

A new column - MA Transfers - has been added to the Buydowns report. This column shows if the buydown has been received for the items moved to the station as a result of a merchandise addition transfer (inventory transfer).

If the buydown was issued for the transferred item, the MA Transfers column contains the link with the source station name (from where the transfer was issued) to the corresponding inventory transfer report.

For more information, see Buydowns Report.

Improvement to the Employee List

Improvement has been made at Settings > General > Employees > Employee list. A new All Locations filtering list has been added. With this list you can now filter employees by the station they are assigned to.

To view employees assigned to a specific station, select the station from the list.

For more information, see Employees.

Minor Improvement to Docs Scanner

Minor improvement has been made to Docs & Files > Docs Scanner. Currently, when user uploads an invoice via the Docs Scanner and changes the vendor name on the account level, he receives a notification about it when he opens the Docs Scanner the next time. No actions are required from the user.

new PJR Based reports: Risk Events Rating, Cash register video journal and Sales Chronicles

Three new store reports are now available.

Since report information is collected from cash register transaction logs (PJR files), you need to have PJR file processing enabled for your cash register. For more information, see Enabling PJR Files

Risk Events Rating

With Risk Events Rating report you can monitor the potential sources of loss - "risk events" - for the selected period. You can view sales data grouped by employees, locations and shifts.

The general purpose of the report is to monitor and analyze the risk factors to prevent the money loss.

For more information, see Viewing Risk Events Rating

Cash Register Video Journal

With Cash Register Video Journal report you can view all cash register transaction data and store cameras video records for the selected periods and locations.

For more information, see Viewing the Video Journal.

Sales Chronicles

With Sales Chronicles report you can gather sales data for the period of 24 hours for selected location or all available locations. You can view sales data grouped by locations, cash register departments and employees.

The general purpose of the report is to collect sales data in the convenient format for the further analysis and decision making.

For more information, see Viewing Events and Sales Chronicles

October 2015: New Features and Improvements

New Altria Scan Data Report

With this report, you can set up the transaction-level scan data export to the Altria Group Distribution Company (“AGDC”) (previously named Philip Morris Companies Inc.) on the weekly basis. Scan data are all Altria Group SKUs.

This report is only available for the cash registers with the PJR files enabled. For more information, see Enabling PJR Files

For more information, see Tobacco Scan Data Supporting Altria.

Improvement to Price Change Tickets

Price Change tickets have been improved with a new ability to auto-populate the "QTY" field in case the current on hand quantity equals zero. The purpose of this feature is to save time on inserting the zero values manually.

Auto-populating off

Managers will have to populate the "QTY" column with zeros manually.

Auto-populating on

The "QTY" column is populated with zeros automatically.

To have this feature activated for you, contact Support.

Improvement to the MOPs Summary Report

Improvements has been made to the Reports > Accounting > MOPs Summary report. Previously the report was only supported for Passport and Sapphire CRs. Now the report displays data for the Commander registers as well.

For more information, see MOPs Summary Report.

Improvement to Custom Income Item Sales Report

Two new columns "Custom Income Refund Quantity" and "Custom Income Refund Amount" have been added at Reports > Store >Loss Prevention report.

For more information, see Loss Prevention Report.

Improvement to the Schedule Reports Feature

Scheduled reports have been improved with a new option - DST(Daylight Saving Time ). Turning this option on adjusts the scheduled reports' time during the Daylight Saving Time period making the reports sending time correct.

For more information, see Reports Scheduling.

Minor improvement to Docs Scanner

Minor improvement has been made to Docs & Files > Docs Scanner. Previously it was possible to enter the same document number for the same shift for the same date, which was causing some discrepancies in the accounting module. Currently, user is not able to enter the same document number for the same shift and date more that once.

Docs & Files > Docs Scanner > Document Type > Shift > New Document > Document Number

For more information, see Data Processing Services.

New Cash Register Option for Verifone Ruby/Sapphire registers

A new ability to edit the day reports parsing - "Report Period" - has been added at Data Entry > Dashboard > Station Options > Cash Register > Advanced for the Verifone Ruby/Sapphire registers. Currently you can select if you want the CR data parsed on the basis of a shift or of a day.

Improvement to Custom Income Item Sales Report

Two new columns "Retail QTY" and "Retail Amount" have been added at Reports > Store >Custom Income Item Sales report.

For more information, see Custom Income Item Sales Report.

new Find and Replace Field

A new field "Last date of sale" has been added at Price Book > Items > Price Management > Fields to Show > Last date of sale. With this field selected you can view the date when the item was sold the last time.

New field

New column

minor Improvement made to Vendors setup

Improvement made to Vendors > Vendors List > Apply EDI Suggested retail option. Since only categories containing items can be set up as vendor categories, the empty categories in the Categories List are currently marked in red.

For more information, see Vendors List.

new ability to exclude the base mop data from the shift report

Now it is possible to exclude the selected base MOP's data from the shift report. If you want to exclude the base MOP from the shift report, go to Data Entry > Dashboard > Station Options > MOP Mapping and select the blank option for the MOP to be excluded.

The excluded MOP's data is sent to back-office anyway and does not cause any accounting discrepancies, it is just not displayed in the shift report.

Minor improvement to Journal Settings

"Keep Transaction Log Files on CR (DC)" option has been moved from Data Entry > Dashboard > Station Options > Cash Register > Advanced to Data Entry > Dashboard > Station Options > Misc > Journal Settings for the usability purposes. Currently all PJR related settings are grouped in one place.

For information on how to enable sending PJR files from your register to back-office, see .

Improvement to Cash Register Rates Report

Minor improvement has been made to the Cash Register report on the home page.

The following changes have been made:

• The "Cancel Count" column has been removed. This data is available within Voids.
• The "Cancel Value" column has been moved next to the "Voids" column

Before

Now

Improvement to reports

Minor improvement has been made to all CStoreOffice® reports. Currently when you specify the report's period manually and enter the incorrect date format (mm/dd/yyyy), the field is highlighted in red.

Minor Improvement of Journal settings

Journal settings have been renamed for the usability purposes at Data Entry > Dashboard > Station Options > Misc > Journal Settings .

Before

Now

For more information, see Setting Up Locations.

CipherLab 9700 support added

A new barcode scanner - CipherLab 9700 - is now supported in CStoreOffice®.

For more information, see CipherLab 9700.

DC301: Help Section Created

A new help section with DC301 setup instructions and LED statuses description.

Improved Multi Cash Register sales processing

The ability to apply a new logic to the multi cash register support has been added. Previously it was possible to have only one additional register for the station. Currently, this limitation has been removed.

By turning this option on, you make the following changes to the Multi CR logic:

• Shift reports from different cash registers set up for the station are consolidated into one report, but the information is separated according to the register, and selecting the shift report displays the detailed information within it.
• Data Entry > Cash Reconciliation > Cash Register contains the consolidated data from all CRs.
• The basic principles of working with the multi CR shifts are the same as the ones for the regular shifts from the single CR.
• Sales Summary report has been improved with an ability to filter the report data by the cash register.

To have the improved Multi CR sales processing option activated for you, contact Support at 412-306-6040 option #4.

For more information, see Multi Cash Register Support.

August 2015: New Features and Improvements

Category Inventory Level Report Improvement

Several improvements made at Reports > Store > Category Inventory Level report - item categories are currently broken down by RMA and CMA categories; report layout has been improved.

For more information, see Category Inventory Levels Report.

Company GPM Report Improvement

A new "Cost" column has been added at Reports > Store > Company GPM report. Previously report displayed only spoilage retail. Currently it displays both spoilage retail and cost.

Before

Now

For more information, see Company GPM Report

Store GPM Report Improvement

A new "Cost" column has been added at Reports > Store >Store GPM report. Previously report displayed only spoilage retail. Currently it displays both spoilage retail and cost.

Before

Now

For more information, see Store GPM Report

GPM Explanation Report Improvement

A new "Ticket Adjustments" row has been added at Reports > Store >GPM Explanation report. Clicking this row leads to the Item Shortage report.

For more information, see GPM Explanation Report.

PJR Files Enabled

PJR files are the POS Journal files that contain the transaction details from your register. You can enable these files for your cash register if applicable following the instructions here Enabling PJR Files.

New cash register option

A new cash register option - "UPC Code has a Check Digit" - has been added at Data Entry > Station Options > Cash Register > Advanced.

Dead Items Report Improvement

Two new advanced filtering options - "Station Included" and "Filter by Station Tags" - have been added at Reports > Price Book > select company > Movement > Dead Items report.

For more information, see Dead Items Report.

MAS90 Export Category Settings Improvement

A new MAS90 category setting has been added at Settings > Export Settings > MAS90 > Categories > Sales Taxes. With this setting you can assign a custom GL account number to the sales taxes category. This custom number appears in the "sales" сolumn of the MAS90 Export report.

For more information, see Connecting to MAS90.

New ability to create split transactions in store invoices

New ability to apply the split transactions when creating store invoices has been added. Three new data types - "Store Purchases Cash-Split", "Store Purchases Check-Split", "Store Purchases EFT-Split" - have been created.

If the invoice number is populated when creating a store invoice (Vendors > Bills > Store Purchases), the transaction will be split.

If the invoice number field is left blank, the transaction will be created the regular way.

DC301 Activation Progress Report

A new DC Activation Progress report is currently available at Data Entry > Station Options > Cash Register. With this report you can track the status of the DC301 online activation process.

New Ability to Reprocess a Pending Invoice

Now you can reprocess a pending invoice at the Pending Invoices report for one of the following reasons:

• A system failure that occurred during the invoice parsing
• Changes in the EDI or Price Book settings
• Changes in the invoice file

Spoilage/S.Use Form Improved

A new "Cost" column containing the spoiled item cost has been added to the Spoilage/S.Use form.

Invoice GPM Range Report Improved

A new "GPM Range" column has been added to the Invoice GPM Range report at Reports > Store > Merchandize > Invoice GPM Range.

For more information, see Invoice GPM Range Report.

Improved performance of the Help Feedback form

Help feedback form performance has been improved. The form currently loads much faster.

You leave your feedback on the specific sections of this Help system and the whole Help system in general. All your comments, improvement suggestions and concerns will be thoroughly analyzed and taken into account.

To leave a feedback on the Help system, follow these steps:

1. Click the feedback icon at the bottom of any page.

   

2. Fill the feedback form and click Submit.

   

New ability to switch between the old and new shelf tags

New ability to switch between the old and new shelf tags has been added at Settings > General > Account Settings.

The setting is available for the system users only.

Old Shelf Tags

New Shelf Tags

Retail Price Change Improvement

Improvement has been made at Price Book > Price Groups > select price group > Change Retail Prices.

Previously you could only make a price change for the specific station(s).

Before

Now you can select various options to target the price change.

Now

For more information, see Price Groups.

Item Sales by Tags Improvement

Item Sales by Tags report has been improved with an ability to filter by year.

For more information, see Item Sales by Tags Report.

Item Sales by Tags and Item Purchases by Tags Improvements

Item Sales by Tags and Item Purchases by Tags reports have been improved with an ability to filter the reports data by vendor or by manufacturer.

Item Sales by Tags

For more information, see Item Sales by Tags Report.

Item Purchases by Tags

For more information, see Item Purchases by Tags Report

Customer balance detailed and vendor balance detailed improvement

Total balance calculation has been added to the reports.

Vendor Balance Detailed

For more information, see Vendor Balance Detailed Report.

Customer Balance Detailed

For more information, see Customer Balance Detailed Report.

New Profile Section Added

Old account information form has been replaced with the new one at Settings > Admin > Profile.

Old Account Info Form

New Account Info Form

For more information, see Profile.

New Favorite Reports Feature

A new "Favorites" feature has been added. With the "Favorites" feature you can get a quick access to the group of specific reports at your choice.

Automatic Tank Gauging Report Improvement

A new "Ullage 90%" column has been added to the ATG report at Data Entry > Inventory > Fuel Inventory.

For more information, see Fuel Inventory.

Profit Contribution Report Improvement

A new "Spoilage Cost" column has been added to the Profit Contribution report at Reports > Store > GPM > Profit Contribution.

For more information, see Profit Contribution Report.

Cash Register Rate Report Improvement

New "Cancel Count" and "Cancel Value" columns has been added to the Cash Register Rate report at Station Home > Cash Register Rate.

Competitors History Report Improvement

Competitors History report currently displays only competitors for the specified station and not for the whole account like before.

For more information, see Competitors History Report.

Minor Improvement to the competition form

Data Entry > Competition form has been improved. Now it opens for the current date.

For more information, see Competition.

custom income sales report improvement

New "Money Orders" column has been added to the Custom Income Sales report.

For more information, see Custom Income Sales Report.

New Online Training Available

Administration and Executive Reporting training is planned to be discontinued after the 6th of August. A new training - Administrative Tools - started on Thursday, August 6 at 3 PM.

For more information, see Training Schedule.

29/Jan/16

July 2015: Lottery, Accounting and Report Improvements.

Improvement to Promotions

A new "New Price (Special)" column has been added to the list of all promotions.

For more information on customizing the promotions view, see About Promotions.

Chart of Accounts performance improvement

To improve the Chart of Accounts load time, "Balance" and "Audited" columns have been hidden by default. You can include then back by selecting them from the "Columns" list.

For more information, see Chart of Accounts.

Lottery Games Upload in Bulk

You can now upload numerous lottery games in a single Excel file.

For more information, see Lottery Games.

Online Lottery Sales Report Improvement

Online Lottery Sales report has been improved with new information on the lottery payouts.

For more information, see Online Lottery Sales Audit Report.

Consolidated Item Group Reconciliation report improvement

Consolidated Item Group Reconciliation report has been improved with an ability to filter by custom date.

For more information, see Consolidated Item Group Reconciliation Report.

store GPM and company gpm reports improvement

The following improvements has been made to the Company GPM report:

• It is now possible to set the custom date period.
• It is now possible to view the non retail purchases in the Profit Calculation Based on Sales section of the report.
• The "Include spoilage and inventory adjustments" option is now on by default.
• The "Non Itemized Sales" column has been added available when subtotal by category or department is selected.

For more information, see Company GPM Report.

The following improvements has been made to the Store GPM report:

• The "Non Itemized Sales" column has been added available when subtotal by category or department is selected.

For more information, see Store GPM Report.

Customer and vendor Balance detailed report improvement

The "Credit" column has been renamed into "Payment"column at Report > Accounting > Customer Balance Detailed and Vendors Balance Detailed reports.

For more information, see Customer Balance Detailed Report and Vendor Balance Detailed Report.

Cash Register Journal Report Improvement

A new ability to filter by cash register departments has been added to the Cash Register Journal report.

For more information, see Cash Register Journal Report.

June 2015: PJR Files Has Been Enabled in CStoreOffice®; New Proper Cashier Scanning Video; New Reduce Overstock Video; Two New Training Recordings Added; Two New C-store Tips Added.

New Data entry Permission added

A new permission allowing to accept or reject multiple invoices has been added to Settings > General > Role.

For more information, see Managing Roles.

С-Store Tips: Before, During, and After a Physical Inventory Count

C-store owners can increase their ability to optimize store inventory by following these best practices on a routine basis. By utilizing CStoreOffice®, Petrosoft’s cloud-based back-office system specially designed for convenience stores, owners can also improve store efficiency and reduce the costliness of inventory errors.

С-Store Tips: Physical Inventory Count Overview

Retailers can optimize their store inventory in a faster, more efficient way by conducting a routine physical inventory count. Not only can this method help owners keep track of vendor deliveries to the store, it can also help manage any out-of-stocks, overstocks and shrinkage problems occurring at the store location. Technology plays a key role in connecting information gathered from physical counts to back-office systems such as CStoreOffice®. Conducting these counts verifies the accuracy of data entered into CStoreOffice®. In addition, CStoreOffice®’s Items Inventory Details Report clears up any invoice discrepancies after a physical count, providing owners a detailed view of every invoice that came in and how a particular item was retailed out. Combining physical counts with a trusted cloud-based back-office system prevents future inventory errors and can help owners stay on top of store inventory.

New Hand Held and Administrative and Executive Reporting Training Recordings Added

The following online trainings have been re-recorded and are now available for watching in the very latest version:

Administration and Executive Reporting Training

Hand Held Training

PJR Files Enabled

PJR files are the POS Journal files that contain the transaction details from your register. You can enable these files for your cash register if applicable following the instructions here Enabling PJR Files.

С-Store Tips: Reduce Overstock

A new video has been added to the C-Store Tips section. Overstocks mean wasted shelf space and money tied up in inventory that isn’t paying its rent. CStoreOffice® helps increase the efficiency of inventory management, reducing inventory levels up to 50% and improving the inventory turnover of thousands of items, ultimately increasing a c-store’s sales and bottom line.

С-Store Tips: Proper Cashier Scanning

A new video has been added to the C-Store Tips section. Cashiers scanning items properly provides the most accurate item-level inventory data. Control your shrink, out-of-stocks and overstocks.

May 2015: New Fuel Loyalty Options; Accounting Improvement; Recorded CStoreOffice® Trainings Update; Two New Accounting Reports; Minor Menu Improvement; Lottery Improvements; New C-Store Tips Section Added.

Lottery Count form Improvement

Data Entry > Lottery > Count has been improved the following ways:

• A new ability to switch between the regular lottery tickets and the ones from the vending machine has been added.
• Information on the sold vending tickets has been added

For more information, see Lottery Count.

New Vendor Setup option

A new "Apply suggested Retail For New Items" option has been added to the form for setting up a new vendor. With this option you can select if you want to accept vendor suggested retail for new items coming from EDI invoices.

For more information, see Vendors List.

New Radiant CR Option

A new "Foodstamp Tender Restriction" option has been added to Data Entry > Dashboard > Cash Register > Radiant.

best sellers Report Improvement

A new option has been added to Reports > PB > Best Sellers report.

To view the UPC-A codes in the report, select Show UPC-A instead of UPC.

For more information, see Best Sellers Report.

account register report Improvement

Minor improvement has been made to the Account Register report. It is now possible to sort the report data by the check number.

New C-Store Tips Section

New C-Store Tips section has been added to the Help. The section contains useful tips and best practices on how to make the most of CStoreOffice®.

Improvements to the Lottery Count Changes History Report

Several improvements has been made to the Lottery Changes History report at Data Entry > Lottery > Lottery Count > Lottery Count Changes History report:

• A new "Show sold out games" filtering option has been added
• It has been mad possible to export the report results in PDF
• A new "Pack value" column has been added to the report

For more information, see Lottery Count Changes History Report.

Minor Menu Improvement

For the consistency purposes, Bills > Fuel Bills and Store Bills have been renamed into Fuel Invoices and Store Invoices.

Before

Now

Added Four New Accounting Reports - Customer balance summary, Vendor Balance Summary, Customer Balance Detailed and Vendor Balance Detailed

Four new accounting reports has been added. With these reports you can view the general and detailed information on the vendors' and customers' balance status.

For more information, see Customer Balance Summary Report, Customer Balance Detailed Report, Vendor Balance Summary Report , Vendor Balance Detailed Report.

seven New re-Recorded CStoreOffice® Online Trainings

The following online trainings have been re-recorded and are now available for watching in the very latest version:

Introduction to CStoreOffice®

Fuel Handling

Invoicing

Lottery

Price Book

Manager's Daily Routine

Physical Inventory

Improvement to Accounts Payable

It has been made possible to add negative amounts to Accounts Payable.

New fuel loyalty options for Sapphire CR

New fuel loyalty options - 'Apply PPG discount as loyalty' and 'Apply ticket+PPG discount as loyalty' - have been added to Data Entry > Dashboard > Station Options > Cash Register > Sapphire > Advanced > Fuel Loyalty.

Make sure you have the 'Fuel Loyalty' option at Data Entry > Dashboard > Station Options > MISC > Station Options on.

New fuel loyalty options for Radiant and Passport CR

New fuel loyalty options - 'Apply fuel loyalty' and 'Ignore fuel loyalty' - have been added to Data Entry > Dashboard > Station Options > Cash Register > Sapphire > Advanced > Fuel Loyalty.

Make sure you have the 'Shop & Save' option at Data Entry > Dashboard > Station Options > MISC > Station Options on.

April 2015: New Video on Working with Invoices; Minor Accounting Improvement; New CR Department Option - Radiant Item Types Support; Improvements to Reports and a New Accounting Report.

Trusted Index and Popularity Index Added as Filtering Options

Trusted index and popularity index have been added as filtering options to Price Book > Items > Find and Replace.

Find

Sort By

Fields to Show

New Ability to end a promotion

New ability to end a promotion has been added to Price Book > Promotions.

For more information, see Adding New Promotion.

New Ability to Add the Payment Amount

Accounts Payable form has been improved with a new ability to add the payment amount directly without specifying the invoice.

Improved Check Printing Sample

Transactions > Banking > Print Checks > Setup > new If the date is out of position option added.

For more information, see Specifying Printing Settings.

New COGS by Category Report

New COGS by Category report has been added to CStoreOffice®. To access the report , do the following:

1. Go to Reports > Accounting > Operating Profit Estimates (Profit & Loss)

2. To view the total COGS broken down by category, click the corresponding amount.

   

3. View the report.

   

For more information, see COGS by Category Report .

Improvement to the Loss Prevention Report

Loss Prevention report has been improved with the new filtering options - subtotal by Station, Day, Station Tag, and Division.

Improvement to Available Data Types

Data types, which were not used, have been disabled from Transactions assignment. To have the available data types recalculated for your account, do the following:

1. Go to Settings > Company > Transaction Assignment.

2. Click Required Data Types.

   

3. Click the corresponding link to have the available data types recalculated for you.

   

Working with invoices

Improvement to Accounting Module

Minor improvement has been made to the Accounting module of CStoreOffice®. It has been made possible to handle the negative transactions within Customers > Account Receivable and Vendors > Account Payable.

Accounts Receivable

Accounts Payable

Improvement to CR Departments - Radiant Item types support

Improvement has been made to the CR departments setup form. A new 'Radiant Item Type' option has been added. It is currently possible to specify the item types according to the Radiant regulations which are later sent to the CR devices (for the Radiant Cash Registers).

New permission for editing the fuel loyalty

New permission allowing to edit the fuel loyalty on the Fuel sales form has been added to the Data Entry permissions.

Fuel Sales Form

New Data Entry Permission for Editing the Fuel Loyalty

Improvement to Price Book

A new ability to remove the item tags via find and replace tool has been added to Price Book.

For more information, see Item Tags.

March 2015: Improvements to Reports

Price Change Report Improvement

Advanced filtering options have been added to the Price Change report.

For more information, see Price Change by Tags Report.

February 2015: New Account Types Added; Added the Ability to Manage the Addition Field (Item); Improvement to Loss Prevention Report; New Mobile Assistant Option.

new ability to enter the larger amount than due

New ability to enter the larger amount that the invoice amount has been added at Vendors > Account Payable > Amt. to Pay.

For more information, see Accounting.

New Mobile Assistant Option

New option for changing Price Book item descriptions via Mobile Assistant has been added to Data Entry > Dashboard > General > Mobile Assistant Settings > Allow to change Descriptions.

Improvement to Loss Prevention Report

Loss Prevention report has been improved with the ability to filter and subtotal by employees.

New Item Group Reconciliation Permission

It has been made possible to limit the ability to edit the 'Addition' field on the Item Group Reconciliation tab.

You can manage this permission at Settings > General > Roles > Edit > Data Entry > Allow users to change addition (purchases) data in Item Group Rec.

New account types

New account types - 'Credit Cards', 'Other Expenses', 'Other Income' - have been added to the accounting module.

If you want to use the payment account of the Credit Cards type with the Banking functionality, make sure the 'Available on Write check' option is on for it.

January 2015: Improvement to Fuel Bills; Improvement to the Money Order Sales Report

Money Order Sales Report has been improved with the ability to subtotal by Stations, Day, Week, Month. Shift and QTY columns have been also added.

Improvement to the Money Order Sales Report

Money Order Sales Report has been improved the following ways:

• Added the ability to subtotal by Stations, Day, Week, Month.
• Added new 'Shift' and 'QTY' columns.

For more information, see Money Order Sales Report.

Improvement to Fuel Bills

Fuel invoices functionality has been improved with an ability to export the newly created fuel invoice to excel. Vendors > Bills > Fuel Bills > Convert to Excel.