What's New in 2016

Following are some enhancements introduced in 2016.

December 2016: New Features and Improvements

Menu

Products access has been redesigned. It is now possible to navigate between the available products via a new switcher in the top-right corner of the screen .

Some areas of the CStoreOffice® are permission based. If you do not see some products below, you might not have the necessary permissions. Contact Sales Team for details.

For more information, see Products Menu Reorganization: Products Switcher

Fuel Central

Minor usability improvement at Vendors > Vendors List. Vendors has been renamed into suppliers for the Fuel Central product.

A new feature has been added at Fuel Central. It is now possible to send the fuel orders to drivers via MMS at Fuel Central > Vendors > Fuel Orders.

Minor usability improvement made at Fuel Central > Drivers. 'Print POs' button has been renamed into 'Send POs'.

 

Loss Prevention Analytics

Minor usability improvement made at Loss Prevention Analytics > Risk Event Rating, Video Journal and Sales Chronicles.

• It is now possible to navigate the events via the arrow keys, and expand the selected period via CTRL+arrow.
• Keyboards shortcuts have been enabled for Video Journal.
• it is now possible to filter Video Journal and Event Chronicles reports by Direct Department sales.

For more information, see About Loss Prevention Analytics.

Improvements to Video Journal

Improvements made at Loss Prevention Analytics > Video Journal.

• It is now possible to filter by two refund types - itemized and non-itemized refunds.
• It is not possible to use quick filters - presets - to save your time using Video Journal.

For more information, see Viewing the Video Journal.

Improvement to Risk Events Rating

New events have been added at Loss Prevention Analytics > Risk Events Rating : shortages, overages, cancels and direct departments sales.

For more information, see Viewing Risk Events Rating

events and Sales chronicles Screen tip

Improvement made at Loss Prevention Analytics > Events/Sales Chronicles. A screen tip with detailed information on the selected period is now added when hovering over the graph.

For more information, see Viewing Events and Sales Chronicles

Sales Chronicles Now include events

Sales Chronicles reports have been improved. Currently they display all kinds of events, not only the sale ones:

• Sales Chronicles by Locations renamed into Events Chronicles by Locations
• Sales Chronicles by Employees renamed into Events Chronicles by Employees
• Events Chronicles by Locations and Employees filtering options have been improved
• New quick filter presents are now available at Events Chronicles by Locations and Employees

For more information, see Viewing Events and Sales Chronicles

new Risk events Chronicles feature

With Risk Events Chronicles you can gather chronological data for the events that are considered to be of high risk in the industry. The data is collected for the period of 24 hours for selected location or all available locations. The data is grouped by risk events. You can view the specific period for the specific risk event in more details by clicking it which leads you to Video Journal feature.

A new feature has been added at Loss Prevention Analytics > Risk Events Chronicles.

For more information, see Viewing Risk Events Chronicles

Sales Summary now leads to Loss Prevention Analytics

Minor improvement made at Reports > Accounting > Sales Summary. Currently the voids, no sale and safe drop event details can be viewed within the About Loss Prevention Analytics product.

For more information, see Sales Summary Report

Price Book

Improvement to New Price Groups, Promo Groups and Promotions

Improvement made at at Price Book > Promotions. All new (created within last 7 days) Promotions, Price Groups and Promo Groups are now marked with green asterisk.

For more information, see Promotions

Design Improvement to Promotions

Form for creating new promotions has been redesigned at Price Book > Promotions > Add New. The form functionality remained the same.

Old Form

New Form

For more information, see Adding New Promotion

Data Entry

Minor usability improvement made at Data Entry > Cash Reconciliation. The form data alignment has been improved.

Before

Now

For more information, see Cash Reconciliation

Reports

Improvement to Tobacco Scan Data Export Reports

The following reports have been renamed at Reports > Accounting:

• Altria Scan Data > Tobacco Scan Data supporting PMUSA
• RJ Reynolds Scan Data Export > Tobacco Scan Data supporting RJR

For more information, see Tobacco Scan Data Supporting Altria, Tobacco Scan Data Supporting RJR

Improvement to Balance Sheet

Minor improvement made at Reports > Accounting > company > Balance Sheet report. Currently the accounts with empty balances are not displayed in the report.

Improvement to Merchandise Orders Form

Usability improvement made at Reports > Store > Merchandise Orders. The following new columns have been added to the form:

• Unit in Case
• Case Cost
• Case Retail
• Case to Order

Minor Usability Improvement to Consolidated Item Group Reconciliation

Minor usability improvement made at Reports > Store > Consolidated Item Group Reconciliation report. The PDF version of the report has been rotated to landscape position and wide tables are now split into two.

The email version design has been also improved.

Vendors

Improvement made at Vendors > Bills > Fuel Invoices. The applied filters are now displayed at the form.

For more information, see Entering New Fuel Invoices

Supported Browsers Update

	PC	Mac
Browser	Chrome 52.0.2743.82 Firefox 49.0.2 Internet Explorer 11.0.9600 Safari 9.1	Chrome 52.0.2743.82 Firefox 49.0.2 Safari 9.1

For more information, see Supported Browsers

October 2016: New Features and Improvements

Reports

Various Cash Register Video Analytics feature Improvements

• It is now possible to view the video recordings in the full screen mode.

  

• It is now possible to view the data for the specific time frame.

  

• It is now possible to view the data for the specific MOP used for the transaction.

  

• It is now possible to view the data for the specific item tags.

  

For more information, see Viewing the Video Journal

Minor Usability Improvement to Gasoline Price Management

Minor usability improvement is made at Reports > Gasoline > Gasoline Prices Management report. Currently user is prompted when he exceeds the price limit of 9.999

Improvement to Sales Chronicles, Risk events and Video analytics Filters

Usability improvement has been made to the filters of Sales Chronicles, Risk Events and Cash Register Video Analytics features. It is now possible to navigate between the time periods using the keyboard combinations of ALT → to navigate forwards, and ALT← to navigate backwards.

Improvement to Sales Chronicles, Risk events: Ability to Switch to Cash Register Video Analytics

It is now possible to navigate to Cash Register Video Analytics feature from the selected period of Sales Chronicles report and from the specific event of the Risk Events report.

For more information, see Viewing the Video Journal, Viewing Events and Sales Chronicles, Viewing Risk Events Rating.

Improvement to Excel Export of Cash Register Journal Report

Minor usability improvement made at Reports > Store > Cash Register Journal report. It is now possible to export the transaction details in expanded view.

For more information, see Cash Register Journal Report

Data Entry

Improvement to Daily Data Form

Cash register paid out information has been added at Data Entry > Cash Reconciliation > Daily Data.

For more information, see Cash Reconciliation

Accounting

Customer Statements Feature Added

A new feature is now available at Customers > Customer Statements . With this feature you can issue customer statements of two types - open item and balance forward statements - and send them to your customers.

New Filtering Option at Chart of Accounts

Improvement made at Settings > Chart of Accounts > Series column. It is now possible to filter the chart of accounts by the contents of the series column.

Minor improvements to Account Register Report

Several usability improvements made at Account Register > Account Register report: the 'Balance changes explanation' button has been renamed into 'Accounting History'; transaction history confirmation dialog has been removed; page name has been made shorter - Accounting Changes History - Accounting History.

New Filtering Option at Chart of Accounts

Improvement made at Settings > Chart of Accounts > Series column. It is now possible to filter the chart of accounts by the contents of the series column.

Settings

Improvement to Cash Reconciliation by Paypoints

Usability improvement to the process of enabling cash reconciliation by paypoints at Data Entry > Dashboard > Cash Register > advanced. Previously to turn this option on it was necessary to turn the 'Enable CR data processing' option as well. Currently, this dependency has been removed.

For more information, see Cash Reconciliation

New Fiscal Cash Register Support

A new cash register - Fiscal - is now supported in CStoreOffice® at Data Entry > Station Home > Cash Register.

New option to map credit cards by Cash register name

A new option - 'Mapping Credit Cards by CR Name' - has been added at Data Entry > Dashboard > CC Mapping. Selecting this option hides the grid for manual mapping.

New Merchandise Order Email Template

A new merchandise order email template has been created at Home Page > Pending Orders > Merchandise Order > Send to vendor.

SmartPOS

SmartPOS Video NAS settings

SmartPOS video NAS settings have been added at Data Entry > Dashboard > Station Settings > MISC > Video NAS Settings (for stations with SmartPOS registers).

Price Book

Minor Improvement to Price Book Wizard

Minor improvement made at Price Book > Price Book Wizard > step 3 - send instructions to vendor. Unnecessary option has been removed from PB Wizard.

Vendors

Minor Usability Improvement to the Vendor Form

Minor usability improvement has been made to the recently redesigned Vendor form at Vendors > Vendor List > New Vendor. All newly created vendors are currently marked as active by default.

For more information, see Vendors List

Minor Usability Improvement to the account Vendor Form

Minor usability improvement has been made to the recently redesigned Vendor form at Vendors > Vendor List > account level. 'Add all' and 'remove all' buttons have been added to the sections for assigning vendors to categories and stations.

For more information, see Vendors List

Improvement to the process of adding new PB item while entering an Invoice

Usability improvement has been made to the process of the invoice entry at Vendors > Bills > Store Invoices > start creating new invoice. It is currently possible to create a new Price Book item in the middle of entering invoice, and then return back to the invoice form and continue populating it.

Improvement to store Purchases

Minor usability improvement made at Vendors > Bills > Store Purchases. It is now not possible to edit of delete invoices with empty vendor ID (IMoA invoices).

New Training recordings added

New CStoreOffice® online training recordings have been added:

• Cash Reconciliation
• Invoice: Manual Entry
• Invoice: Data Processing
• Merchandise Ordering

August 2016: New Features and Improvements

Home Page

Minor Improvement to Cash Register Rates

Minor usability improvement has been made at Home Page > Cash Register Rates section. To ensure consistency with the Loss Prevention report, 'Manual Refunds' has been renamed into 'Itemized Refunds'.

Data Entry

Several Improvements to New Cash Reconciliation module

Improvements made to the recently redesigned Cash Reconciliation module:

• Daily Data form has been made smaller and more compact

• The icon for day completion has been turned into a button on the Daily Data form

• Credit card and lottery tool tips have been added on the Daily Data form

  

• MA for Today form has been redesigned

  

• Sales Sum form has been redesigned

  

The old cash reconciliation forms - old Daily Data, old MA for Today and old Sales Sum are still available from the left panel.

For more information, see Cash Reconciliation

Cash Register

Improvement to Comdata Smartdesc CRs

It is now possible to export the department minimum age settings from CStoreOffice® to the cash registers of this brand.

Customers

Minor improvement to Fuel invoices

Minor improvement has been made to the process of editing fuel invoices. It is now possible to add an additional line in the Fuel / Services section at Customers > Invoices > edit Fuel invoice.

For more information, see Invoices.

Documents and Files

New Ability to Accept and Store PDF Backup Files From Gilbarco Passport

Improvement made at Docs & Files > Docs Explorer (Gilbarco Passport CRs only and on condition the Passport PDF shift report printing is enabled). It is now possible to accept and store the PDF backup files coming from Gilbarco Passport register and send them to the predefined FTP location or email address.

Reports

Improvement to Cash Reconciliation report

Minor usability improvement made at Reports > Accounting > Cash Reconciliation report. The shift data is currently displayed under the day data.

Improvement to Payroll Graphic report

Improvement made at Reports > Payroll > (account / division or company level) Payroll Graphic report. It is now possible to subtotal the report data by stations on the account or division level.

Improvement to Gasoline Sales Detailed by Positions Report

Improvement made at Reports> Gasoline> Gasoline Sales Detailed by Positions. Diesel sales are currently displayed in this report as well.

Make sure the diesel type of fuel is selected at Data Entry > Dashboard > Station Options > UST System.

Improvement to Sales Chronicles Report

It is now possible to filter the Sales Chronicles report by specific time at Report > Store > Sales Chronicles

Additionally, the report graph has been slightly redesigned for the usability purposes.

For more information, see Viewing Events and Sales Chronicles

Two new Accounting reports added - FIS Departments List and FIS Items list

Two new accounting export reports - FIS Department List and FIS Item List - have been created at Reports > Accounting.

For more information, see FIS Department List

For more information, see FIS Item List

Improvement to QB synchronization manager report

Minor usability improvement made at Reports > Accounting > QB Synchronization Manager. 'Expand All' elements have been added to the Errors section.

Improvement to AIM export

Improvement made at Reports > Accounting > AIM Export. It is now possible to select the export period in the filter - 1 day, 3 days and a week.

For more information, see AIM Export Report

Improvement to Atria Scan Data

Improvement made at Reports > Accounting > Altria Scan Data. It is now possible to filter the report data by category. Additionally, the report's performance has been optimized at in currently loads faster.

For more information, see Tobacco Scan Data Supporting Altria

Improvement to Itemized Inventory by Tags

Previously the parent items were excluded from the report. Currently the parent items are replaced with the last child items and a tip with an explanation has been added at Reports > Store > Itemized Inventory by Tags.

Improvement to Global Items Log Report

Improvement has been made at Price Book > Items > open an item > Item Log > Global Items Log report. PLU Batch data changes (inserting, updating, deleting) are now displayed in the Global Items Log report.

Station Settings

New option to enable reconciliation by paypoints

It is now possible to enable the cash reconciliation by paypoints for the following types of cash registers:

• Verifone Ruby / Sapphire
• Gilbarco Passport
• Wayne Nucleus
• Radiant
• SmartPOS

Cash reconciliation by paypoints provides more detailed information on activity of each cashier within a shift.

To turn this option on, follow the steps:

• Enable PJR processing at Data Entry > Dashboard > Misc > Journal Settings > Enable PJR Processing option.
• Enable the option at Data Entry > Dashboard > Cash Register > advanced > Paypoints for Cash Reconciliation.

With this option on, Cash Reconciliation > Cash Register > Daily Data displays paypoint data as well.

For more information, see Cash Reconciliation

Other

Several improvements to Petrosoft email templates

Email template notifying on the successful Price Book clearing has been created.

It is possible to clear the account's Price Book by creating the request to Support.

Email template notifying on successful invoice upload at Shift Report > Enter Store Purchases & Expenses > Upload Scanned Invoices > Upload File has been redesigned.

Email template for scheduled reports has been redesigned.

Training Center Improvements

New Videos Added to Video Library

Please find the Video Library enhanced with several new Price Book, Data Entry, Fuel and other videos.

Invoicing Training Split into Two Trainings

Invoicing training has been split into Invoicing (Manual Entry) and Invoicing (Data Processing for Full Service Customers) training.

For more information, see Training Schedule.

June 2016: New Features and Improvements

Customers

Improvement to the Customer Invoices Form

Minor improvement made to Customers > Invoices. 'Invoice Template' field has been renamed into 'Invoice Type'.

For more information, see Invoices.

Improvement to PDF Version of Customer Invoice

Minor improvement made to the customer's invoice PDF email template at Customers > Invoices > edit > Send invoice by email. The PDF template has been redesigned.

For more information, see Invoices.

Improvement to Customer Invoice Creation

Minor improvement made to the customer invoice creation process at Customers > Invoices > create new. Currently when there is only one shipping address assigned to a customer, it is selected automatically after specifying the billing address.

For more information, see Invoices.

Data Entry

Cash Reconciliation > Daily Data Form Redesign

Daily data form has been redesigned at Data Entry > Cash Reconciliation. The functionality of the form remained completely the same.

For more information, see Cash Reconciliation.

Payout information added to the cash register form

Improvement made at Data Entry > Cash Reconciliation > Cash Register. A new 'Total CR Pay-outs' field has been added to the form.

New Lottery Alerts

Improvement made at Alerts > Alerts Setup > Sales > Lottery sales without Serial Number or Position. Currently an alert is issued when there are lottery sales with absent serial numbers or rack positions appear on the cash report.

New Sales Events Alerts Added

It is now possible to set up sales events alerts for the following events: voids, refunds, error corrections, no sale occasions. To do it, go to Station Home > Alerts > Alerts Setup > Sales > Sales Event Alerts > Edit > select the events and specify the amount to trigger the alert > Save.

Select / clear All department Taxes

Minor usability improvement at Data Entry > Dashboard > Cash Register > Departments Taxes. It is now possible to select/clear all taxes at a time.

Price Book

Improvement to Promotions

A new ability to include specific departments to promotions has been added at Price Book > Promotions > new or edit > what is included > Departments.

If you apply this option, only the Mix & Match promo type will be available.

For more information, see Adding New Promotion.

Improvement to SmartPOS Promotions

It is now possible to specify the days of week for the SmartPOS promotions.

For more information, see Adding New Promotion.

Station Settings

New option to sapphire Cash register

A new option has been added to the Sapphire cash register settings at Data Entry > Dashboard > Station Options > Cash Register > Ruby / Sapphire > advanced. With this option on fuel loyalty discounts are added into fuel sales.

Reports

New Verifone Loyalty Report

A new gasoline report has been added at Reports > Gasoline > Verifone Loyalty Report. The report contains information on fuel loyalty discounts applied at the selected stations during the specified period. Previously the fuel loyalty was presented

The report is available to Verifone Sapphire and Verifone Commander registers only.

For more information, see Verifone Loyalty Report.

New quantity format for Reports

It is now possible to select the format of the quantity field displayed in various reports.

To do it, go to System > General > Setup Account > Extended decimals on reports to support weight / volume.

Access to account settings is permission-based.

Extended Quantity Option On

Extended Quantity Option Off

New Ability to Share the PJR Report Filters

It is now possible to share the PJR report filters via copying the filter link.

Sharing report filters allows copying the current filters and sending them via link to other CStoreOffice® users within your company.

To copy the report filter, specify the filtering criteria and click Share, and Copy. The link is saved to the buffer. Paste it to the recipient.

For more information, see Viewing the Video Journal, Viewing Events and Sales Chronicles, Viewing Risk Events Rating.

New filtering options of Cash Register Video Journal Report

New filters have been added at Reports > Store > Cash Register Video Journal report.

For more information, see Viewing the Video Journal.

Improvement to Item Purchases by Tags

It is now possible to filter the report data by invoice number and vendor. Additionally, new columns - invoice ID, invoice date and MOP - have been added to the report.

For more information, see Item Purchases by Tags Report.

Improvement to COgs by category report

Improvement has been made at Reports > Store > COGS by Category report. It is currently possible to select the method of the item cost calculation - category GPM or total store GPM (to match the P&L report).

For more information, see COGS by Category Report.

improvement to Cash Register journal report

Minor improvement has been made at Reports > Store > Cash Register Journal report. Suspended transactions are currently marked with asterisk.

For more information, see Cash Register Journal Report.

Improvement to the Stock Movement Report

Improvement has been made at Reports > Store > Stock Movement report. It is currently possible to filter the report data by items.

For more information, see Stock Movement Report.

Improvement to the Loss Prevention Report

Improvement made to the back-end of the Loss Prevention report. Now car wash sales refunds, custom income sales refunds and money order sales refunds data is used in the report.

For more information, see Loss Prevention Report.

Other

New Clock In / Clock Out Feature

It is now possible to clock in and out into CStoreOffice® using the separate Web interface. Previously in most cases it was necessary to enter the payroll data into CStoreOffice® manually, since the majority or cash registers are not capable of transferring the clock in and out data into CStoreOffice®. With the new Web interface station employees can clock in and out, and their working hours are displayed in the Payroll report automatically.

New Interface for Clocking in and Out

Payroll Report

For more information, see Clocking in and Clocking Out , Clocking in and Out Settings.

Register Upgrade or Replacement

If you are considering a register upgrade or replacement, it is essential to make an appointment with our Implementation Scheduler at 412-306-0640 x 2029, no less than 10 business days prior to needed date of upgrade or replacement. This will ensure that we have the proper associates available to help you and or your technicians during this process.

New SmartPOS Cashier Training Recording

You can find the recorded SmartPOS Cashier Training in the Recorded Training Sessions.

several improvements to CStoreOffice® Help System

Additional Search Options

CStoreOffice® Help has been slightly redesigned and improved with new abilities to search by index and glossary.

Responsive Output for Tablets and Mobile

CStoreOffice® Help is now responsive for the tablet and mobile devices.

If you experience issues opening help, try clearing your browser cache by pressing CTRL and F5 (CTRL + F5).

April 2016: New Features and Improvements

Interface

Station home - simple interface improvement

Graphs on the station home page of the simple interface view have been slightly redesigned for the more compact view.

Before

Now

Station Dashboard Page Redesigned

Data Entry > Dashboard page has been redesigned to comply to the modern UI standards.

Before

Now

New functionality for viewing your tickets to support and their status

You can now view all your tickets and their status, and leave the feedback on how your request was addressed. You can find the form at Settings > Admin > Tickets.

For more information, see Tickets .

Price Book

Minor price Book Vendors Improvement

For usability purposes, it has been made possible to enter vendor's ZIP and city manually when creating a new vendor at Vendors > Vendor List > Create New.

For more information, see Vendors List.

New Shelftags format

A new shelftags format is now available at Price Book > Items > Price Management > select item > Print Sticker.

Minor Improvement to Item Setup Form

'Last Retail Change' has been renamed into 'Last Change' at Price Book > Items > Station Level, since the given section displays all the changes, not only the retail ones.

Customers

Improvement to the customer invoices form - New Invoice templates

Customer invoices form at Customers > Invoices > Invoice Template has been improved with a new ability to select between the invoice type template - merchandise or fuel. Previously it was one form for all invoice types.

Before

New Fuel Invoice Template

New Merchandise Invoice Template

For more information, see Invoices.

Improvement to the Customer Invoices Form - New Ability to Email Invoices to Customers

It is now possible to email the complete invoice to customer at Customers > Invoices > icon for emailing > enter the recipient's email address.

The PDF invoice is emailed to customer.

For more information, see Invoices.

Improvement to the Customer Invoices Form - New 'Memo' Column Added

Minor improvement has been made at Customers > Invoices. A new 'Memo' column has been added to the Customers Invoices form.

For more information, see Invoices.

Transactions

Improvement to the Chart of Accounts

For safety purposes, the Remove Accounting Settings and Remove All Transactions buttons are now password protected at Transactions > Audit > Chart of Accounts.

Reports

New Store Report - Distributor's Malt Beverage Added

A new store report has been added at Reports > Store > Distributor's Malt Beverage report. This new report you can view the malt beverage items movement information for the selected vendor, station and period.

For more information, see Distributor's Malt Beverage Report.

New gasoline report - extended sir export report added

A new gasoline report has been added at Reports > Gasoline > Extended SIR Export report. This new report is an extended version of the regular SIR export report.

For more information, see Extended SIR Export Report.

Improvements to the Altria Scan Data and RJ Reynolds Scan Data Export

Altria Scan Data and RJ Reynolds Scan Data Export at Reports > Accounting > Export have been improved with the following new features:

• It is now possible to group the export data by account stations.
• It is now possible to configure separate export settings for each station.

For more information, see Tobacco Scan Data Supporting Altria and Tobacco Scan Data Supporting RJR.

Improvement to the Store Reports

The following store reports undergone minor improvement - the quantity related fields of these reports now contain decimals as well:

• Item Sales by Tags
• Item Sales Comparison
• Spoilage by Tags
• Spoilage
• Item Shortage
• Itemized Inventory By Tags

Minor usability improvement made to the Item sales by Tags report

A UI tip on the way vendor filter works has been added. If filtered by vendor, the Item Sales by Tags report only displays information from the Primary Vendor.

For more information, see Item Sales by Tags Report.

Minor usability improvement to the payroll report

Payroll reports at Reports > Payroll > Payroll has been improved with a progress bar appearing after clicking Refresh.

Improvement made to AIM Export report - Fuel Nrgt data export

It is now possible to export the fuel NRGT data via the AIM Export report.

For more information, see AIM Export Report.

New online Lottery Sales Audit report added

A new lottery report has been added at Reports > Lottery > Online Lottery Sales Audit History report.

For more information, see Online Lottery Sales Audit History Report.

Numerous Improvements to the PJR Reports

Left pane has been redesigned.

Before

Now

Additionally, favorite reports feature is now available for the PJR reports

Improvement has been made to the Cash Register Video Journal report, It is now possible to filter the report data by the following new filters:

• Sale : Sale events.
• Refund: Refund instances.
• Financial: Financial events that affect the financial or inventory totals but are not sale, refund, or void.
• Other: Other events, such as working with pay points, reports etc.

Improvement has been made to the Risk Events Rating report. It is now possible to filter the report's data by department.

For more information, see Viewing the Video Journal, Viewing Events and Sales Chronicles, Viewing Risk Events Rating.

Minor Improvement to the Lottery Sales Increase Report

Minor improvement has been made at Reports > Lottery > Lottery Sales Increase. A redundant field has been removed from the report header.

For more information, see Lottery Sales Increase Report.

Improvement to Lottery Ticket Sales Report

It is now possible to filter and subtotal the report data by ticket value.

For more information, see Lottery Ticket Sales Report.

Improvement to the Satellite Export Report

Satellite Export has been improved. It now also exports the following instant lottery ticket data:

• Ticket value
• Ticket amount

Improvement to the Transaction History Report

Transaction History report at Transactions > Account Register > Account Register Report > click History for the transaction > Bill Transaction History report and Payment Transaction History report has undergone the following improvements:

• The report has been redesigned for usability purposes
• It is now possible to view information on the linked transactions
• Previously when rolling back a transaction within a batch, only the selected transaction was rolled back. Now then rolling back a transaction, the whole batch is rolled back.

Before

Now

For more information, see Transaction History Report.

QuickBooks

Redesign of the QB Synchronization manager (Web connector version)

The following improvements have been made at Reports > Accounting > QB Synchronization Manager:

• The 'Changes' and 'Errors' sections have been redesigned
• It is now possible to select the specific errors in the 'Errors' section
• Currently clicking 'Ignore Selected ' and 'Reload Selected ' removes the selected transaction from the list
• The 'Amount' column in the transaction details of the 'Errors' section has been replaced with two new columns - 'Debit' and 'Credit'

Before

Now

Improvement to QB Synchronization Manager (QB Webconnector Version)

Improvement has been made to Reports > Accounting > QB Synchronization Manager. A new - Mark Queue as Synched - button has been added. The purpose of this button is to remove the transactions sent to QB by user's mistake or the transactions 'stuck' in the queue due to the QB connection loss in the middle of the synchronization process.

Improvement to QB Synchronization Manager (QB Online Version)

Improvement has been made to Reports > Accounting > QB Synchronization Manager. The action panes of the 'Periods' and 'Actions' tabs have been redesigned.

Before

Now

Other

Improvement to the logic transactions display at Account Register

Improvement has been made at Settings > Account Register. You can now see both ends of the transaction - debit and credit - within a parent transaction, which affects balances of the parent and child transactions.

Minor Improvement to Station Options

The highlighted option has been renamed for the usability purposes.

For more information, see Setting Up Locations.

Training Center

Training Schedule Changed

We are introducing a new training schedule customized according to your feedback! The new schedule is effective starting 2/29/2016. For more information, see Training Schedule.

New merchandise Ordering Training is now available

A new Merchandise Ordering online training is now available every Friday at 3 PM. For more information, see Training Schedule.

New SmartPOS admin Training is now available

A new SmartPOS Admin online training is now available every 1st and 3rd Thursday at 1 PM. For more information, see Training Schedule.

February 2016: New Features and Improvements

New SmartPOS Cashier Training is now available

A new SmartPOS Cashier online training is now available every Wednesday at 11 AM. Fro more information, see Training Schedule.

New ability to Save the report filters

A new feature for saving the report filters has been added. With this feature you can save your time and effort by saving the filters you usually apply to the specific report to have a quick access to them afterwards.

For more information, see .

Report Favorites Feature Redesigned

Favorite reports feature has been redesigned. The process of adding report to favorites has been made easier.

Before

Now

For more information, see .

New lottery inventory changes history report

A new Lottery Inventory Changes History report has been created. This report  provides information on the lottery inventory changes for the specific period and location.

For more information, see Lottery Inventory Changes History Report.

Improvement to the Store Purchases Report Filtering logic

Store Purchases report filtering logic has been improved at Reports > Store > Merchandise > Store Purchases. Currently the invoice details are displayed according to the filtering criteria applied to the whole report.

Improvement to Mas 90 Export Report

Mas 90 Export Report report has been slightly redesigned at Reports > Accounting > Mas 90 Export to improve usability. Two buttons - Select All and Deselect All - have been turned into a check-box.

Before

Now

Additionally, it is now possible to export other charges via this report.

For information on connecting to MAS90, see Connecting to MAS90.

Improvement to Cost Exceptions report

Cost Exception report's button design and confirmation message have been slightly changed for the usability purposes.

improvement to the itemized inventory by tags report

Itemized Inventory by Tags report has been improved. Currently the report data Excel export of the at Reports > Store > Itemized Inventory by Tags. Currently the report data is exported with the expanded subtotals.

Minor improvement to the Satellite Export report

Satellite Export report has been improved with a new 'DST' (Daylight Saving Time) option at Reports > Accounting > Satellite Export. Selecting this option adjusts the report time according to the Daylight Saving Time.

Minor Improvement to the Store Reports

Promotions report has been renamed into 'Promotions by Tag' at Reports > Store to avoid the confusion with Reports > PB > Promotions.

Minor Improvement to the Cash Register Settings

A UI tip has been added at Data Entry > Dashboard > Station Options > Cash Register > Shared Options. The tip prompts that selecting 'Allow CR Updates' option enables sending updates to the register's Price Book from the CStoreOffice®.

Minor Improvement to the COGS by Category Report

COGS by Category report can be now accessed from the list of store reports at Reports > Store > COGS by Category.

For more information, see COGS by Category Report.

Improvement to the Item Info Graphs Report

Item Info Graphs Report has been improved with a new ability to switch between the stations when viewing this report for the specific item.

To access the report, go to Price Book > Items > select item using Find and Replace tool > Item Info.

Minor Usability Improvement to QB Synchronization Manager

Minor usability improvement has been made to Reports > Accounting > QB Synchronization Manager. Currently Synchronization Manager opens in a full screen.

Improvement to the company losses Report

Company Losses report has been improved with 4 new columns with the cost and retail data for spoilage and inventory at Reports > Store > Company Losses.

Improvements made to the Loss Prevention Report

Several improvements have been made at Reports > Store > Loss Prevention report. The 'Manual Refunds' column has been renamed into 'Itemized Refunds'; a new 'Itemized Refunds QTY' column has been added; UI tips have been added.

For more information, see Loss Prevention Report.

Improvement to Best Sellers by Tags Excel Export

Minor improvement has been made at Reports > PB > Best Sellers by Tags. The redundant columns 'Cost' and 'GPM' retail have been removed from the Excel version of the report.

New ability to Change the Retail Type of the Fixed Retail Items in Bulk

It has been made possible to search for the Price Book items with the fixed retail at Price Book > Items > Price Management > Fixed retail > any > Find.

It as now possible to change the fixed retail type to the regular one: Replace tab > Fixed retail > any > N or 0 > select the items you want to change the retail settings for > Replace.

Several Minor Improvements to Price Book

Minor usability improvement has been made at Price Book > Items > View or edit any item. It is now possible to navigate between the fields of the form using the TAB key.

Minor improvement made to Price Book > Items > Price Management. A new - Show last date of purchase - filtering option has been added.

Minor Usability Improvement to Fuel Inventory form and Consolidated Fuel Inventory Report

A tip with information on the inventory calculation date has been added at Data Entry > Inventory > Fuel Inventory.

For more information, see Fuel Inventory.

A tip with information on the inventory calculation period has been added at Reports > Gasoline > Consolidated Fuel Inventory Report.

Improvement to the Payee Field at the Account Register Form

The Payee field at Transactions > Account Register has been improved with the additional information on the payee type.

Additional Fuel loyalty options added for Sapphire CR

Additional fuel loyalty options added for Sapphire CR at Data Entry > Dashboard > Station Options > Cash Register > Verifone Ruby/Sapphire > Fuel Loyalty settings. When turned on, fuel loyalty is displayed in the Shop N Save section of shift report.

Administration Tools New Recording Added

The very recent version of the Administration Tools training is now available here.

Petrosoft contact information change

Petrosoft contact number changed. Please update your records. Our new customer support phone number is (412)306-0640 ext.2.