CStoreOffice® Support & Learning

Petrosoft Year in Review

To close out 2021, see below some product development highlights from 2021. You can view these additions and improvements details by accessing the full release notes in the links at the end of this article.

Integration Highlights

Dec 15, 2021 Release

  • The Acumera router can now be monitored in CStoreOffice®
  • Petro-Canada (Suncor) network certification
  • Altria's promotional API for Scan Data
  • External Promo ID value can now be sent to new and installed POS systems
  • Data Ventures integration supports compatible data exports

Some updates you may have missed in previous releases:

  • Mako and Acumera are now integrated with their corresponding Verifone and Gilbarco Passport cash registers
  • Added a new Pricebook download to CR option for Bulloch BT9000, Esso, Touch, and BT9000(PC)
  • Verifone cash registers setup has been enhanced, system reliability has been improved by setting the defaults to HTTP API and manual entry of period values has been automated
  • The Bulloch Item Number mandatory field has been added to the Global Attributes section of the item setup form
  • Bulloch, SmartPOS and ITL enhancements, enabling new promotion types
  • Radiant enhancements, enabling promotions priority ranking
  • Price book data can now be downloaded to the Bulloch BT9000(PC) cash register in two possible formats, Proprietary or NAXML
  • Automatic import of linked items, including fees and deposits if any, for the initial station (location) and incremental updates for additional stations (locations) for Verifone Sapphire, Verifone Commander, Bulloch BT9000 (Esso) and Gilbarco Passport
  • Maximum quantity of items can be set for Verifone cash registers
  • Purchases data in a specific IBM IS400 format can now be exported
  • Verifone cash register connections can now be monitored via the POS/BOS Push Synchronization Module
  • Go Loyalty Promotions added to Bulloch integration and is now integrated with Verifone
  • SmartPOS now support PAX PIN pad model A80 and Aries8

CStoreOffice® 2021 Updates

Data Entry Module

Some updates you may have missed in previous releases:

  • Adding POS data exchange functionality for Mako and Acumera and their corresponding Verifone and Gilbarco Passport cash registers
  • Adding a new Pricebook download to CR option for Bulloch BT9000, Esso, Touch, and BT9000(PC)
  • Verifone cash registers setup has been enhanced, system reliability has been improved by setting the defaults to HTTP API and manual entry of period values has been automated
  • Direct Connect (DC) box enhanced:
  • Shift reports, PJR files and other data from the cash registers data transfers are improved
  • The Description field has been increased to display the whole error description at once, incorrect shift period setup and other errors from the cash register are now displayed in the report

Inventory

Dec 15, 2021 Release

The Other Charges field is now available in Manual Invoice Entry and Items can now be selected using a UPC-A or UPC-E code.

Some updates you may have missed in previous releases:

  • Store Inventory Conducted by a 3rd Party Company is enhanced, a new CSO Inventory File Format with SKU Code Type inventory file format has been added and can be both downloaded and uploaded in this format
  • Manual Invoice Entry enhancement, several new permissions have been added to grant or forbid access to the Invoices functionality

Navigation

Dec 15, 2021 Release

New links are added to the left navigation of many modules, creating more shortcuts to frequently accessed reports and tasks.

Price Book

Dec 15, 2021 Release

  • Vendor Cost Wizard is enhanced, the item's current and selected vendors are now displayed to simplify setting up the item's negotiated cost
  • Cost Changes History log is enhanced, added are two new columns: the user and process which triggered the changes
  • Import Tool now includes a new field, Gift Card Terms & Conditions, and Drafts have vendor cost data for existing and new POS systems

Some updates you may have missed in previous releases:

  • Two new fields were added to Items > Price Management, created by and create at (created date) fields
  • New CR Transaction Quantity Limit added, enabling quantity limits by department and/or items
  • New Price Book Visualizer has been added, enabling parent-child relationships to be monitored and analyzed more effectively
  • POS integrations have been enhanced:
  • The Bulloch Item Number mandatory field has been added to the Global Attributes section of the item setup form
  • Price book data can now be downloaded to the Bulloch BT9000(PC) cash register in two possible formats, Proprietary or NAXML

Some Import Tool updates you may have missed in previous releases:

  • POS integration enhancements:
  • Automatic import of linked items, including fees and deposits if any, for the initial station (location) and incremental updates for additional stations (locations) for Verifone Sapphire, Verifone Commander, Bulloch BT9000 (Esso) and Gilbarco Passport
  • Maximum quantity of items can be set for Verifone cash registers
  • Promotion unit cost can now be set up for the item regardless of the item's participation in active promotions
  • The General Ledger account number can now be imported and exported in the Categories, CR Departments, and Vendors’ data
  • The difference between the item's invoice and negotiated costs, if any, can now be disregarded in further calculations, if needed

Promotions

Dec 15, 2021 Release

  • Promotions can now be accessed from the Cash Register Updates Manager
  • Promotions can now be deleted
  • Promotions by Tag report has new filtering options and a new report line was added to report items sold that didn't take advantage of the promotion

Some updates you may have missed in previous releases:

  • Enhanced POS and loyalty integrations:
  • Bulloch, SmartPOS and ITL, enabling new promotion types
  • Go Loyalty and Scan Data, enabling new promotion types
  • Radiant, enabling promotions priority ranking
  • Better control over promotions with a new Apply Discount Once option
  • Item promotion unit cost can now be added to global records or during promotions setup, regardless of whether it is active

Reports

Dec 15, 2021 Release

  • A search field in Reports is added, enabling the ability to search by location, company, or division by its name
  • The Itemized Inventory by Tags report loading speed is improved
  • The Shift History report added a field to display reprocessing
  • GSAP Reports field has changed, Total Sales - incl tax column is now Net Sales
  • The Promotions by Tag report is enhanced (see Promotions section)
  • The Shortages report has two new fields, Location ID and Location Name, and added is the Consolidate Data by Category option to the Export preferences section of the Export customization
  • GPM report now defaults to a backward rolling 12-month period start date

Some updates you may have missed in previous releases:

  • A new Dashboard menu item has been added to reports, enabling the ability to create dashboards
  • Movement report has been enhanced, enabling new filtering capabilities
  • Item Shortage report has been enhanced, options now include the account, company, division and location level
  • A new Item Log button is added to the quick buttons on the Items list, enabling faster access
  • The Credit/Debit Cards Summary report is now the MOPs Summary report
  • New data report export formats:
  • The Reconcile Deposits report data can now be exported into an XLS file with the default displayed report fields or in a raw data format
  • Purchases data in a specific IBM IS400 format can now be exported
  • Item sales data can now be exported to the SFTP server
  • Fuel BOLs data can now be exported into the *.CSV file and sent to a specific email within the specified schedule
  • The Itemized Inventory by Tags report's data export enhancement, the report can now be exported to in an XLS file format with expanded subtotals in one click.
  • A new External Number field has been added to the Item Tag in the Price Book > Item Tags list, this enables sales, COGS, shrink reports to be compatible with GSAP systems

Transactions

Some updates you may have missed in previous releases:

A new datatype field selection is required every time a transaction category is created or its name is updated.

Vendors

Dec 15, 2021 Release

Vendors has a new updates field, enabling the option to allow for price book updates.

Some updates you may have missed in previous releases:

  • CSV files fields have been added, the account's station number, 12-digit UPC with check digit, and VIN6 can now be exported
  • Vendors has added a new field, Cost Variance Range field to the account level of the Vendor form
  • Vendors List had added a new field, you can now view all your EDI vendors

Workflows

Some updates you may have missed in previous releases:

Admin Tools > Related Components has a new option added, Workflows can now be hidden.

Direct Connect

Some updates you may have missed in previous releases:

  • POS integration enhancements:
  • Verifone cash register connections can now be monitored via the POS/BOS Push Synchronization Module
  • The DC box activation key is now included on the store's card on the Customer Portal
  • Scan Data and Scan Data Go Loyalty promotions are now fully integrated with the DC Box

Go Loyalty

Some updates you may have missed in previous releases:

  • POS integration enhancements:
  • Promotions added to Bulloch integration
  • New integration with Verifone
  • New Go Loyalty Promotions added
  • New Loyalty Transaction Summary report added

Loss Prevention Analytics (LPA)

Some updates you may have missed in previous releases:

  • A new Age Verification Report for monitoring the violation of the age-restricted items sales policy has been implemented

Product Information Management (PIM)

Some updates you may have missed in previous 2021 releases:

  • POS integration enhancements:
  • The Bulloch Item Number can now be configured for the price book items
  • A new Prompt for Price option has been added to the Global Attributes section of Item Attributes
  • Promotion unit cost can now be set up for the item regardless of the item's participation in active promotions
  • Created by and Created at (create date) have been added

Scan Data and Scan Data Loyalty

Some updates you may have missed in previous 2021 releases:

Scan Data and Scan Data Loyalty products were launched.

SmartPOS

Some updates you may have missed in previous 2021 releases:

  • SmartPOS now supports PAX PIN pad model A80 and Aries8
  • A Transaction Quantity Limit field has been added

Get additional details by accessing the 2021 release notes

Release Date CStoreOffice® 2021 Release Notes
12/15/2021 Pre-Release 22.1.0
09/22/2021 Release 22.0.0
07/14/2021 Release 21.3.0
03/24/2021 Release 21.2.0
01/05/2021 Release 21.1.0

 

Release Date CStoreOffice® Import Tool 2021 Release Notes
12/15/2021 What's New in Import Tool: Release 22.1.0
09/22/2021 What's New in Import Tool: Release 22.0.0
07/14/2021 What's New in Import Tool: Release 21.3.0
03/24/2021 What's New in Import Tool: Release 21.2.0

 

Release Date Direct Connect 2021 Release Notes
01/25/2021 What's New in DC Box: Release 2.7

 

Release Date Go Loyalty 2021 Release Notes
03/24/2021 What's New in Go Loyalty 1.2
01/05/2021 What's New in Go Loyalty 1.1

 

Release Date Loss Prevention Analytics 2021 Release Notes
03/24/2021 What's New in LPA: Release 21.2.0
01/05/2021 What's New in LPA: Release 21.1.0

 

Release Date Product Information Management 2021 Release Notes
09/22/2021 What's New in PIM: Release 22.0.0
07/14/2021 What's New in PIM: Release 21.3.0
01/05/2021 What's New in PIM: Release 21.1.0

 

Release Date SmartPOS 2021 Release Notes
06/25/2021 What's New in SmartPOS: Release 3.8
09/22/2021 What's New in SmartPOS: Release 3.9
12/15/2021 What's New in SmartPOS: Release 3.10