*********************************************************************** CRE 2000 Copyright 1994 - 2001 by, PC America CRE 2001 Copyright 2000 - 2001 by, PC America Cash Register Express (c) 1994-2001 PC America *********************************************************************** * * * CRE 2001 * * * * * * Cash Register Express for Windows '95, '98 and NT * * * * Release Notes * Release 10.5 October 12th, 2005 1. ** SECURITY RELEASE ** In order to keep up with the changing world, PC America will be voluntarily pursuing observation of the 'Payment Application Best Practices' released by Visa and Mastercard. This procedure is a fully voluntary process that PC America is undertaking in order to ensure our clients have the latest and most secure point of sale application. The procedure consists of a few changes to CRE and RPE in addition to releasing documentation that informs our customers how to best protect their customers. CRE and RPE already embraced certain security features such as masking the credit card number and expiration date on the receipt BEFORE this was required. This update obliterates swipe information from the credit card and provides a generally more secure process for taking credit cards. Future versions over the next year will include features such as mandatory periodic changes of passwords. It is very important to update for this release -- if you do not have a current support and updates contract, renew now. At the end of the approximate 12 month period, PC America will voluntarily sign up for an extensive security audit in order to be months or years ahead of security legislation. 2. ** NEW ** Voucher system for loyalty; a new option has been created for the loyalty system where you can give clients a $ 100 gift card (or store credit voucher) for FREE when fulfilling certain loyalty requirements (such as spending $ 200 dollars, etc.) This provides another loyalty tool to get customers purchasing more dollars more often. 3. ** NEW ** Added support for the Topaz Signature Pad, allowing your customers to sign for credit cards electronically versus signing a paper receipt. Adding a Topaz signature pad to your POS system is a huge time saver; there is no need to file huge piles of receipts, you can re-print any past credit card receipt and it will reprint the signature exactly as it appeared when they signed it. 4. ** NEW ** Added support for the Telequip Coin Changer; if change is due back to a customer, the coin changer will automatically dispense the proper coin change into a plastic cup at the buttom. This significantly speeds up stores and restaurants that ring up many cash transactions. 5. ** NEW ** New report; the 'Profits by Department' report in the 'Sales' section of the 'Reporting Screen'. This useful report will list all the quantity, cost, price, profit and most importantly the profit margin of every item sold in a date range; the information is summarized by department to help ensure you are retaining the margins to need to sell at to support your business. 6. ** NEW ** New report; the 'Grand Totals by Customer' report will generate a list of customers and the total number of dollars they purchased from your business. This report can be generated in order of customer number or in order of dollars purchased. Use this information to market to your best customers (tell them of new products) or increase business from your worst customers (we haven't seen you in awhile, come in and receive 25% off your next purchase!) 7. ** NEW ** Support added for the Verifone Everest Plus, a payment terminal used at the end of the lane in many grocery stores. Customers can swipe their own card, select credit or debit (and if debit enter their pin number.) Stores and restaurants with with multiple lanes should consider purchasing this unit. 8. ** NEW ** 'Print Customer Information' option added; in the past, the information for a customer (including phone number, name and address) would appear on every receipt that customer is selected for. The new version (for 'Receipt' and 'Short Receipt' sizes) allows you to limit this to the customer # only, customer name only, company only or a masked version of the customer number (where most of it is asteriks.) This helps preserve confidentiality in environments where customers are sensitive to their personal information. 9. ** NEW ** Option added to the 'Customer Maintenance' screen to apply finance charges to all overdue balances. 10. New functionality added to Global Inventory Changes; options now exist to increase prices by a certain percentage, assign tax and more. This allows users to make changes to inventory items faster than ever. 11. ** NEW ** Menu schedules added, allowing for creation of multiple menus within RPE. For example, you can create a special Valentines Day menu that is automatically turned on February 14th; it will revert back to the normal menu the next day. Another example is a late night menu that turns on after 9 PM and stays on until closing. These menus can be scheduled in a very flexible fashion. 12. A one touch option has been added to quickly change between menus. This, as well as a few new one touch options, has been added to the 'Touch Screen Configuration' screen. 14. Option to automatically generate ticket numbers for Quick Serve Restaurants or retail stores that frequently put invoices on hold; this is located under the 'Restaurant Features' tab of the 'Setup Screen'. 15. Added an option to 'Keep check open until Tip Applied' in RPE, which forces servers to add tips to a table before they can re-use the table for the next party. Release 10.1 September 29th, 2004 1. Updated the 'Quick-Add' feature (Which adds items on the fly.) It now has it's own tab in the setup screen, and you can set up defaults for whether or not an item is taxable and foodstampable. You can also have the 'Quick Enter' version prompt you for a cost. 2. Re-designed Non-Inventory screen for retail invoice screens. The new screen is easier to use and touch screen compatible. 3. ** NEW ** Modified the 'Send Mass E-mail Feature' so you can now send e-mail to all customers, or customers with a specific price level. 4. Option to 'Display Lines' on Full Professional Invoice added to the 'Receipt' tab of the 'Setup Screen'. 5. ** NEW ** Added 'Employee Listing' report to the 'Employee' tab of the 'Reporting Screen' which lists the ID and personal info of each employee. 6. ** NEW ** Added dual-currency features. The second currency description can be set up in the 'Invoice Settings' tab of the 'Setup Screen', and allows you to provide a description of the second currency, the current exchange rate and the currency symbol. After setting up an exchange rate, you will then have a new payment type for your secondary currency (requires the detailed amount tendered screen.) 7. ** NEW ** Modified 'Order by Guest', so if you are using this feature you can either select the guest number before the item, on the bottom of the screen (as it is now) or be prompted for the guest number after selecting each item (new.) 8. The short receipt now combines like items on the receipt to make it even shorter. For example, if 2 people each ordered a steak, rare with baked potato, it will now print the 1 steak with quantity 2 on the receipt, as opposed to 2 lines with quantity 1. This can drastically reduce the length of the receipt for large parties. 9. ** NEW ** Added 'Tax Exempt' custom button option for the restaurant invoice screen. 10. ** NEW ** Added 'Item Info' button to the RPE invoice screen (custom button.) If you hit 'Item Info', and then touch an item, a window will popup showing the description, item number and price. 11. ** NEW ** Added 'Alphabetize' button to the items list for touch screen configuration, so a retail store or restaurant can easily put their touch screen buttons for their items in alphabetical order. 12. ** NEW ** Added 'Reorder Round' custom button to Restaurant Pro Express which allows the user to select one or more food or drink items and easily re-order another round of them with the touch of a button. 13. ** NEW ** Expanded 'Employee ID' field to 4 characters. 14. A second copy of the receipt (for the customer to sign) will no longer print for debit cards with a pin number. 15. ** NEW ** The 'Inventory Maintenance' screen will prompt you to save changes if you make changes to an item, move to a different item and forget to hit the 'Save Changes' button. 16. ** NEW ** Floor amount added for credit cards. You can now set up a minimum amount that someone is allowed to charge on a credit card. There is also a new permission that is tied to this in the 'Employee Maintenance' screen. 17. ** NEW ** 'Overpayment as Tip' feature added for to the 'Restaurant Features' tab of the 'Setup Screen', which allows a cashier to type in an extra amount and have it immediately processed as a tip. 18. ** NEW ** 'Deny Credit Card Settlement with Open Tips' feature added, which helps protect against mistaken, pre-mature settling of the PC Charge Credit Card batch before entering tips. 19. ** NEW ** You can now select the number of seats at a table in the 'Table Diagram' table selection screen in 'Restaurant Pro Express'. If you use this feature, you will be required to select which seat numbers are being used at a partially filled table. 20. You can now decrease the size of a party in Restaurant Pro Express. 21. ** NEW ** 'Cash Alerts' added to CRE\RPE. 'Use Cash Alerts' in the Setup Screen in the 'Quick Invoicing & Alerts' tab enables notification of a manager to remove money from a cashier's drawer once they reach a certain limit. You can setup 2 Alert levels. The first is an alert level, which tells the cashier to find a manager soon. The second is a lockup-up level, which prevents the cashier from ringing sales until a manager removes money from the drawer. Cashier's have the option to override the alert to continue sales until the lockup occurs. 22. ** New ** 'Cash Alert Override' and 'Cash Pickups' permissions added to the Employee Maintenance screen. Once a cashier has reached their cash lock level, an employee who has permission can override the current sale, or, using a separate permission, they can do a pickup. 23. ** NEW ** 'Cash Pickups Report' added to the Employee category of the Reporting Screen. Displays all pickups within a date range. Pickups are also accounted for in a cashier's shift report. 24. ** NEW ** 'Mass Table Transfer' added to CRE/RPE. When you require all tables to be closed before a server clocks out, they will beprompted to transfer ALL of their tables to another server. If they do not have permission to Transfer With No Swipe, the server receiving the tables needs to swipe their card to accept the tables. Used in conjunction with the 'Tie Pullbacks to Timeclock' option. 24. ** NEW ** 'Global Transfer Markup' added to CRE/RPE. When doing an Enterprise transfer between stores, a markup can be applied to automatically adjust the cost and price of items based on a markup you specify. This global markup can be overriden on a per item basis by setting a different 'Transfer Cost Markup' in the Inventory Maintenance screen under ordering info. If the item markup is set to 0, the global transfer markup will be used. 25. ** NEW ** 'On-the-Fly Enterprise Transfers' added to CRE/RPE. When transferring an item to a store that does not have the item in their database, the item will automatically be created, along with the automatic creation of the department it belongs to if necessary. 26. ** NEW ** 'Serial Transfers' added to CRE/RPE. Now when serial number items are transferred, you are prompted for which specific serial numbers should be transferred. Host or Enterprise. 27. ** ADDED ** 'Transfer Description' added to CRE/RPE. You will now be prompted for a reason a transfer is taking place. 28. ** ADDED ** Additional payment types have been added to the Vendor Payout section of CRE. You may now mark a payout as either cash, check, credit, or debit. 29. ** NEW ** 'Payout Report' Added to the Sales category of the Reporting Screen. 30. ** NEW ** 'Overall Top 10 Sellers Report' added to CRE/RPE. Lists the top 10 selling items within a date range. 31. ** NEW ** 'Top 10 Sellers by Department Report' added to CRE/RPE. Lists the top 10 selling items within each department within a date range. 32. ** NEW ** 'Customer Purchase Request List' added to Customer category of the Reporting Screen. Allows you to print out a list of your inventory (optionally by department) for a customer to request specific quantities of items, then sign and date their request. 33. ** NEW ** 'Billing Info' tab added to Customer Maintenance. New fields for a Bill To company, Primary Contact, Secondary Contact, Terms, and Resale Number are now available. 34. ** NEW ** 'Vendor E-mail' field added to Vendor Maintenance. 36. The order filling screen is now in 800x600 resolution with a larger and bolder font. 37. ** NEW ** Added 'Print on Receipt' option to CRE and RPE, so you can select which items will print on the receipt. This should only be turned off for items that have a zero price, so as not to confuse the customer. 38. ** NEW ** 'Stock Levels on Touchscreen' feature added to Restaurant Pro Express. For items that you count, you can now see the total number of portions remaining on the corresponding button on the invoice screen. This only works for items directly, not passalongs. 39. ** NEW ** 'Overpayment as Tips' feature added, which allows a server to enter one flat amount and have the extra applied to the credit card tip (credit card invoices only.) 40. ** NEW ** 'Pullbacks' for retail and restaurants now remember the credit card numbers that were voided and pulled back, allowing for an easier recovery if the wrong amoungs were charged to the wrong card. 41. The gift registry report now includes the item price. 42. The 'Zero Movement' report now includes the amount in stock, and the value of these in stock items. 43. ** NEW ** Option 'Print Bar Code for On Hold Receipt (Epson)' added to the 'Receipt' tab of the 'Setup Screen'. This allows you to turn on and off the bar code for on hold receipts (receipt and short receipt size, Epson receipt printers only.) 44. ** NEW ** If a clocked out cashier tries to log in, CRE\RPE will prompt them if they want to clock in now (as opposed to forcing them to touch the clock button on the login screen.) This provides for faster, more streamlined operation. This only applies to stores or restaurants that require their employees clock in before they log in. 45. In 'Inventory Maintenance', you can now add in time-based prices multiple days at a time (so to set up a happy hour, you can add the special price once for five days, as opposed to five different times, one for each day.) 46. ** NEW ** Added automatic on-hold ID options. You can now set CRE\RPE so that when you put an invoice on hold, it automatically uses the invoice number as the on-hold ID, so you do not have to make up a number. You can also have it use the last 3 digits of the invoice number, which in effect gives you a quick 'ORDER #" to call out to a person waiting for a meal. The 'Prompt' selection for this option functions as on-hold invoices did before this feature, prompting you for the on-hold ID. 47. ** NEW ** Added a new return feature, where returns can be forced to go onto a gift card, or automatically printed out on a bar-coded store credit slip (bar codes only print with an Epson receipt printer.) This new feature is located in the 'Invoice Settings' tab of the 'Setup Screen' and is called 'Return Media'. 48. ** NEW ** Added 'Returns by Tender Type' report, which lists each invoice with a return on it, and by which payment method the money was returned to the customer. 49. ** NEW ** 'Store Credit Notes' can be set up in the 'Invoice Notes' setup screen, allowing you to print special notes on the bottom of store credit slips. 50. ** NEW ** 'Top of Receipt Notes' added to CRE/RPE. You can now insert a message that will print at the top of your receipts. Setup the text in the 'General Invoice Notes' screen. 51. ** NEW ** 'Department Receipt Notes' added to CRE/RPE. You can setup specific receipt notes, per department, that will print at the bottom of the receipt. Use the 'Receipt Notes' section in the Department Maintenance screen to setup the notes. Check the box for 'Print Department Notes' in the 'Department Maintenance' screen and also check the 'Print Department Notes' box under the 'Receipt' section of the 'Setup Screen'. 52. ** NEW ** 'Force Returns to Media' added to CRE/RPE. You can now force all returns to be issued to either Gift Cards or Store Credit Slips, or allow any other payment method. If using Store Credit, a receipt will print automatically that details the balance. If using an Epson TMT-88 receipt printer, the credit slip will have a printed barcode at the bottom that makes it easy for a cashier to scan to redeem the slip. Credit slips will be redeemed using the Gift Card tender type. 53. ** NEW ** 'Issue/Redeem Credit Slips Permissions' added to CRE/RPE. Two new employee permissions have been added that control whether an employee is allowed to issue or redeem a credit slip. 54. ** MODIFIED ** 'Recall Invoice' screen in CRE/RPE. A screen is now displayed that shows all invoices completed within the past 24 hours, starting with the most recent. This allows recent invoices to be recalled visually and easily. Optionally, the 'T' button at the bottom of the screen can be used to recall an invoice by number. 55. ** NEW ** 'Require Permission for Sale' added to CRE/RPE. You can now enable the 'Special Permission' option for items in an entire department using the 'Department Maintenance' screen. 56. ** NEW ** 'Require Serial#/Reference Entry' added to CRE/RPE. You can now enable the 'Use Serial\Batch#' option for items in an entire department using the 'Department Maintenance' screen. 57. ** MODIFIED ** 'Returns' report in CRE/RPE. You can now search for return history by customer number. 58. ** NEW ** 'Discounts Show on Invoice Grid' added to CRE. Line discounts are shown on the line item on the invoice. This helps cashiers easily identify how much of a discount has been applied to a specific line. 59. ** NEW ** 'Voiding Invoices Reverses Credit Card Charges in PC Charge/IC Verify' added to CRE/RPE. Now voiding an invoice will reverse credit card charges just like Invoice Pullbacks. 60. ** NEW ** Restaurants can now set up multiple menus, which can be used for breakfast, lunch and dinner menus for an all-day restaurant, late-night menus for restaurants open late, bar menus for bars open late that serve less food, as well as special holiday menus. Menus can have a start and end date, can be set to work for certain times of the day, and holiday menus can be given priority over standard menus. 61. ** NEW ** Added option to 'Tax Primary Rate' in the 'Tax Rates' screen (option 4I in the options screen.) This can be selected for the secondary tax rate. When selected, the tax 2 percentage will be applied to whatever is charged for tax rate 1. 62. ** NEW ** For retail stores, the bar code will now print on the bottom of completed invoices (epson printers only.) If you scan the bar code on a new transaction, you will have the option of returning items sold on that transaction. Release 10.0 May 18th, 2004 1. ** NEW ** Added '# Seconds Timeout' to the 'Credit & Debit' tab of the 'Setup Screen'. This allows you to define how long CRE\RPE will wait before informing you a credit card operation timed out. This is particularly useful for stores trying to settle large batches via modem. 2. ** NEW ** Added 'Vendor Payout' permission to the 'Employee Maintenance' screen. 3. ** NEW ** You can now require that certain items require Special permission to sell. To designate that an item needs special permission, you can check off the 'Special Permission' checkbox in its record in 'Inventory Maintenance' The 'Sell Special Items' permission in Employee Maintenance designates which employees are allowed to sell these items. Examples of use: 1 - Require a manager to be present to check ID for sales of cigarettes 2 - Require a manager's presence to sell a special order item 3 - For restaurants, require a manager to approve a special order being sent to the kitchen, ex: 'Open Liquor' and 'Open Food' 4. Open gratuities applied through Restaurant Pro Express will now be displayed combined with the tax in the totals. 5. ** NEW ** Added 'Recall On Hold Invoice' option for the customizable buttons in Touch Screen configuration. 6. When puttin invoices on hold in RPE, it now shows the touch screen keyboard instead of the touch screen numberpad. 7. Both the 'Table Diagram' and 'Layout' table selection screens currently protect two servers from accessing the table at the same time. This protection has now been added to 'Manual Entry'. 8. ** NEW ** Added 'Prompt Description' option for inventory items, located in the 'Optional' tab of the 'Inventory Maintenance' screen. When you sell an item that has this option checked, you will be asked for the description. 9. The expiration date is now hidden on the receipt size receipt, to meet new security requirements starting January 1st, 2005. 10. Added the customer number to the 'Receipt Listing' report. 11. ** NEW ** Integrated with the Weightronics NCI-6720 weight scale. This weight scale has a few different models. Depending on the model you are using, CRE will now have the capability to weigh items up to 60 pounds (as opposed to a maximum of 30 pounds with other scales) OR with the precision of hundreths of a pound (as opposed to tenths of a pound with other scales.) 12. The Kit Maintenance screen now has a Duplicate button. 13. Added option to 'Loyalty Plans' that indicates whether or not members of this plan accumulate bonus points. 14. ** NEW ** Permission added for the 'Apply Gratuity' function of RPE. 15. ** NEW ** Added a 'Notes' section to the 'Inventory Maintenance' screen. 16. ** NEW ** CRE can now print validation for multiple checks on one invoice (entered through the detailed amount tendered screen) as opposed to just one check per invoice, the previous limit. 17. ** NEW ** Re-designed the 'Employee Maintenance' screen 18. You can now specify the question that appears when a pass-along is sold. Previously, pass-along sales prompted you with "Select the Item To Sell". You can now specify your own prompt for each pass-along, which will make the user interface easier for your cashiers. 19. Added 'Exclude Cash Tips from Shift Report' option to the 'Restaurant Features' of the 'Setup Screen'. This option will prevent the cash tips from appearing in the cash count of the shift report, for restaurants that have the servers track that information separately. 20. Added employee permission for whether or not employees can do buybacks and trades. 21. ** NEW ** Added 'Performance Statistics' option to the Detailed Daily Report. For retail, this includes the number of invoices and average dollars per invoice. For restaurants, this includes the number of invoices, average dollars per invoice, number of guests, average dollars per guest, and the total of credit card tips. 22. Modifiers now appear in red in the invoice grid in Restaurant Pro Express. 23. You can now double-touch\click the time in the reporting screen to have a touch screen time entry screen pop up. 24. ** NEW ** For both the restaurant and retail touch screens, you can now mark which items are visible on the touch screen (as opposed to only departments in the past) 25. ** NEW ** Added a second level of 'Check ID' to items within 'Inventory Maintenance'. This level is called 'Check ID #2 Before Selling". Two levels of ID checking are useful in stores such as a convenient store, where you may sell both liquor and tobacco products. 26. ** NEW ** You can now define an age and prompt to be used for checking both levels of ID. You can also tell CRE to prompt for the birth date so the cashier does not have to figure out if the purchaser is old enough. 27. ** NEW ** Officially added 'Diners Club' as a credit card type. 28. ** NEW ** Manually entered credit cards have their type automatically selected. 29. ** NEW ** Added 'Force Credit Cards' permission, which determines whether or not a cashier can perform a force credit card transaction. Occasionally your process will return a message of CALL CENTER, or for some other reason you want CRE\RPE to accept the transaction as credit card even if it was not approved by normal means. Adding this permission means you can restrict this function to managers only. 30. ** NEW ** Added 'Count This Item' feature to Inventory Maintenance. If this option is DISABLED for an inventory item, it will not deduct from its stock when the item is sold. This is a great feature for items that you want to track the quantity sold, but not the quantity in stock. This option is enabled by default for every item, and can be disabled on a per item basis. 31. ** NEW ** Added 'Notify Cashier of Expired Members' option to the 'Account Control' tab of the 'Setup Screen'. If this is checked and you select a customer with expired customer membership date, it will display a message for the cashier. 32. ** NEW ** Added option to print labels for customers whose memberships expire within a specified date range. This feature can be used by selecting the 'Membership Expiration Range' in the 'Print Customer Labels' menu in the 'Customer Maintenance' screen. 33. ** NEW ** CRE and RPE now support the use of two merchant accounts (with PC Charge.) You can set any station to process using your first merchant account, your second account, or to ask you each invoice. This can be set up in the 'Credit & Debit' tab of the 'Setup Screen'. 34. ** NEW ** Added a custom button for 'On Screen Keyboard' in RPE. This can be used to type in bar code numbers for bar codes that are damaged and\or will not scan. The new button can be configured in the 'Touch Screen Configuation' screen. 35. ** NEW ** 'Display Last Order' function added to the restaurant invoice screen. This will display the last order from the selected customer. This custom button can be set up in the 'Touch Screen Configuration' screen. 36. ** NEW ** Added 'Area Tax Rates', which allow you to charge different customers different tax rates. This is very useful for retail stores who ship their goods to other counties, and are required to charge the tax rate of that county. The tax rates can be set up in the 'Set Tax Rate' screen, and can be assigned to the customer in the 'Extended Info' tab of the 'Customer Maintenance' screen. 37. ** NEW ** Added 'On the Fly' adding of items for Cash Register Express (modern screen only.) If you scan an item that does not exist in the database, you now have 6 options of how to handle it: 1 -- Display the standard Item Not Found message 2 -- Display Item Not Found and require the user click or touch the OK button (so a second scan will not bypass it) 3 -- Quick Enter, Forced -- A quick entry screen where you can enter a description and a price and click OK or hit enter. The item will be permanently added to inventory AND added right to the invoice 4 -- Quick Enter, Prompt -- Prompts you if you want to add the item before doing # 3. 5 -- Full Enter, Forced -- Similar to # 3 but launches the full inventory screen so you can enter extra details 6 -- Full Enter, Prompt -- Same as # 5 but it prompts you first 38. The Inventory Reports (Numerical and Alphabetical) now include the second line of the item's description. 39. Added option to 'Print Second Description on Full Size Professional' receipt to the 'Receipt' tab of the 'Setup Screen'. This will also display the second line on the invoice screen, and is very useful for businesses who sell larger products and use full size receipts. 40. The on-screen keyboard now includes a shift button for lower case, as well as popular punctuation symbols (making for easier entry of e-mail addresses and phone numbers.) 41. ** NEW ** Added 'Tax on Tips' features. If checked, this option will add tax to tips applied by auto-gratuity. This is not used in the United States, but is used in some other countries around the world. 42. If 'Display Tax in Price' is enabled, the price change button in the modern retail screen will now allow you to enter the 'after tax' amount, and reverse calculate the figures for you. 43. There is now a 'Two Color Printing -- Epson Dot Matrix' option in for order\kitchen printers. This allows for easier setup. 44 ** NEW ** 'Global Special Pricing' renamed to 'Global Price Changes' and now allows you to change prices in mass (it used to only let you change sale prices in mass.) 45. In the styles matrix screen, if you update the cost and\or price for the style, it will update the cost and\or price for every item within that style. 46. Added an option for invoice pullbacks so that it does not require you to use the time clock. The new setting is called 'Tie Pullbacks to Time Clock' and can be accessed from the 'Retaurant Features' tab of the 'Setup Screen'. 47. ** NEW ** Added 'Transfer Server' button to the RPE Edits screen, which allows you to transfer a table\check to a different server. This used to be part of the Transfer Check button. Transfer Check will now only transfer the table to a different table, same server (and allow you to combine the two tables if the destination is occupied.) 48. ** NEW ** When using a gift card, the default amount displayed will either be the maximum balance on the card (if the sale is more then the balance on the card) or the total amount of the sale (if greater then the balance of the card.) 49. ** NEW ** 'Split Checks' overhauled for Restaurant Pro Express. When you split a check, it will now appear under the same check as 2 or more subchecks. You can print receipts and close out each subcheck individually. 50. ** NEW ** 'Coupon Item Type' added to inventory maintenance. The special coupon item type allows you to define expiration dates of coupons, days and times they are valid and what products you will allow them to be redeemed against. Release 9.50 February 11th, 2004 1. Modified gift receipts so you can: A -- Print a gift receipt for an older invoice B -- Print the purchase date and invoice # on the gift receipt 2. Modified 'End of Day' function. 3. ** NEW ** Pullbacks 4. ** NEW ** 'Guest #' option added to the function buttons of theEdits screen. This will allow you to assign an item to a different guest at the table, if you are using 'Order by Guest'. 5. ** NEW ** Added 'Sell Non-Inventory' permission, which controls whether or not an employee may sell a non-inventory item (CRE) or extra item (RPE). 6. The receipt now shows 'FS' next to the item description of the item is foodstampable. 7. There is now a 'Reprint Shift Report' button in the 'Time Clock Management' screen. 8. The 'On Order Matrix' in the 'Styles Screen' now shows the in-stock amount in parentheses. This eliminates a step for ordering from that screen. 9. ** NEW ** 'Substitute second description to kitchen printer' added to the 'Restaurant Features' of the 'Setup Screen'. When this option is checked, it will print the second description line to the kitchen printers, allowing the chefs to see a shorthand description, an alternate description or an order printed in a different language then would appear on the receipt. 10. ** NEW ** 'Breakdown by Category' section added to the 'Detailed Daily Report'. This will allow you to see the total quantity and total dollars sold by each category. 11. There is now a 'Delete Clock-Out' button in the 'Time Clock Management' screen which gives administrators a way to delete clock out times using a touch screen. The time clock entries are now placed in reverse order, so you don't have to scroll down to see the latest entries. 12. ** NEW ** Added 'Prepare Batch' button for ingredient tracking, which allows you to create an item, put it in stock now, and subtract its ingredients from stock now. For example, if you 'Prepare Batch' for a pizza, it will deduct the dough, cheese and sauce from stock now and add in the number of pizzas made. To enable this, you must select 'At Preparation' for the 'Deduct Ingredients' option in the 'Inventory' tab of the 'Setup Screen'. 13. ** NEW ** Added 'Tax Exempt Invoice' permission to the 'Permissions' tab of the 'Employee Maintenance' screen. 14. ** NEW ** Added 'Combine Checks' option to the 'Edits Menu' of the touch screen invoicing screen. This allows you to combine two checks into one. First, select the table you want to keep. Second, select the 'Combine Check' option. Third, select the table you want to combine (which will be deleted after the check is combined.) There is an option in the 'Setup Screen' under 'Restaurant Features' that allows you to define if the current check should be comined into the target, or vice versa. 15. Modified 'Inventory Maintenance' screen so that after you add an item, when asked if you would like to add another item, you have a choice of "Duplicate Last". If you choose this option, it will duplicate the item you just added. This allows for faster adding of multiple similar items. 16. You can now add departments 'on the fly' while in the Inventory Maintenance screen. To do this, click on the word 'Department' next to the department dropdown. This is a convenient way to add a new department. 17. ** NEW ** Added description and signature line for Vendor Payouts. This will give you more information when payout receipts are handed in at the end of the day. 18. If you have 'Prompt ID' turned on, it will now exit back to the login screen after each transaction. It used to ask for the cashier ID at the end of each sale. 19. If you exit CRE, it now exits back to the Login Screen. 20. For each inventory item, you can now have a different part number for each vendor. This is accessed in the 'Ordering Info' tab of the 'Inventory Maintenance' screen. 21. ** NEW ** In Cash Register Express, if your employee is required to clock in before logging in, if they clock out they will automatically be logged out. 22. ** NEW ** When an employee clocks out, it now prints a Clockout Receipt with the amount of time they've worked. This feature is activated by checking the 'Clockout Receipt' checkbox in the 'System Access' tab of the 'Setup Screen'. 23. ** NEW ** Added two new employee permissions, one for selling gift cards, the other for redeeming gift cards. These can be set up in the Employee Maintenance screen. 24. Modified the rounding invoice function so you can either round to the lowest nickel, dime or dollar (as it was currently) or to the NEAREST nickel, dime or dollar. These features make for faster change. Additionally, instead of applying a discount, if an invoice is rounded, it calculates it by adding a positive or negative non-inventory item for the appropriate amount. 25. ** NEW ** Support added for the Metrologic MS 2020 Scanner\Scale, which is a great scale for any store that scans a lot of items and also has to weigh such items as produce. Release 9.42, December 2nd, 2003 1. ** SPEED UP ** Save 1-3 keystrokes, 1-3 seconds. Credit card transactions can now be ended by simply swiping the credit card. You no longer have to hit the end transaction buttons and then swipe the credit card. CRE\RPE will recognize your credit card swipe and save you the keystrokes. 2. ** SPEED UP ** Save 1 keystroke, 1 second. 'Quick Change' option added to the 'Quick Invoicing' tab of the 'Setup Screen'. With this option enabled, change will be displayed in the top right corner of the invoice screen, instead of in its own window. The change is automatically cleared when you ring up your next item. This works for retail, and restaurant stations where Prompt Table is turned off.x 3. ** SPEED UP ** Save 2-5 keystrokes, 1-3 seconds. 'Quick Tender' option added to the 'Quick Invoicing' tab of the 'Setup Screen'. With this option enabled, the amount tendered screen will show quick tender buttons for common amounts (ex: $ 5, $ 10, $ 20) on the amount tendered screen. A one button touch can be used to select these amounts. This feautre is best used with a touch screen. 5. ** NEW ** 'Gift Receipts' added to CRE\RPE. The 'Print Gift Receipt for Last Invoice' button in the Cashier Functions tab of the Options Screen will bring up a box of all items sold on the last invoice. Select which items you want to print gift receipts for (using the arrow keys and enter, or a touch screen.) A gift receipt, including a bar code if you are using an epson receipt printer, will print for each item selected. To return the item, simply scan the bar code or type in the code on the bottom of the gift receipt. 6. ** NEW ** Mix'N Match -- Two new types of Mix 'N Match have been added - Bulk Discount and Discount Percentage. Bulk discount allows you to setup a bulk price for a group of items. When the specified quantity is reached, the prices of all items in the group change to the bulk price. Discount percentage will discount all items in the group once the quantity required is reached. 7. The 'PO History' report (accessed through the purchase orders screen) now includes serial numbers of the items received (if you are using the 'Track Incoming Serial Numbers' feature.) 8. There is now an on-screen keyboard in the 'Employee Maintenance' screen. 9. In RPE, if you send an item to the kitchen (and put the check on hold), then when the table is recalled, items that already printed to the kitchen will have a '>' before the description of each item. This allows servers to easily distinguish what is already on the check vs what is new. 10. ** NEW ** Added restaurant permission for splitting checks. 11. ** NEW ** Added restaurant permission for transferring tables. 12. ** NEW ** 'Cost Centers' added to the 'Table Diagram' table selection screen of Restaurant Pro Express. A cost center refers to an area of income for your restaurant, such as 'Dining Room', 'Bar', 'Takeout', and 'Delivery'. The cost centers can be created in the 'Setup Screen', and configured in the 'Edit Layout' section of the 'Table Diagram' screen. 13. ** NEW ** 'End of Day' feature added for Restaurant Pro Express. This feature, to be run once per day, "closes" the restaurant, and runs a report for the entire day since the last close. The 'Daily Close' report includes a total of sales, breakdown by payment method, and a breakdown of sales by cost center and category, for lunch and dinner periods. Release 9.30 October 28th, 2003 1. ** NEW ** Re-designed 'Inventory Maintenance' screen. The new screen is nicer looking, easier to use and 100% touch-screen compatible. In addition to the visual changes, a number of features have been added or enhanced: -- You can now have an unlimited number of Tag-Along items (previously called Helper Items) -- A picture can be selected for each item -- Each item can have multiple vendors associated to it, each with their own re-order cost. Any one can be assigned as the preferred vendor for an item, for purposes of purchase orders. -- Modifier groups can now be created, and assigned to an inventory item. (Explained below) -- Recipe section has been added (explained below) -- Pass-Along item type added. A Pass-Along item is a way to easily select which product is being sold from a group of similar products. For example, if you are a grocery store that sells green grapes, red grapes, black seeded grapes and black seedless grapes, you can make a pass-along item called Grapes. When you sell grapes, it asks you which of the four you'd like to sell, displaying the four options on the screen. 2. ** NEW ** Added support for DEBIT CARDS using a pinpad. Debit cards have a lower processing fee versus credit cards, and are becoming more popular with consumers. Using PC America's credit\debit processing service, along with CRE and a high-speed internet connection, you can now process debit cards in 2-3 seconds. 3. ** NEW ** Modifier groups and multiple levels of modifiers added. Instead of having all the modifiers for an item appear in one big selection screen, RPE can now be set up to walk you through different levels of selection. For example, when you sell a steak dinner, you can set up RPE to first ask the server to "Select Meat Temperature". After the server selects the meat a second modifier screen 'SELECT VEGETABLE' can appear. 4. ** NEW ** Recipe and Ingredient Tracking added into RPE\CRE. Restaurants can use this feature to track their COGS and forecast what ingredients they need for any given day. Retail stores such as a candy store can use it to turn their raw ingredients into finished product. A recipe can be built in the new 'Inventory Maintenance' screen. 5. ** NEW ** Added 'Item Transfers In' and 'Item Transfers Out' reports, which details inventory transfers. 6. ** NEW ** 'Invoice Totals -- Daily Summary' report added. This report includes the totals of each day, within a date range, including number of tickets and average ticket. 7. ** NEW ** 'Process Offline' added for PC Charge credit card processing. If you ever do sales and\or shows where you are on the road, and have no access to a dialup or internet connection, you can check this box off to direct PC Charge to process offline. 8. ** NEW ** Replaced 'Group Maintenance' with 'Styles Matrix' screen, which has a more detailed, easier to use matrix. The new matrix allows you to have item numbers automatically generated for a large amount of size and color combinations. Using this screen to enter your styles cut the amount of data entry down to a fraction of what it was before. 9. ** NEW ** Added 'Returns' report, which can generate either a simple report listing what was returned, or one itemized by reason code if the 'Log Returns' feature is being used. 10. ** NEW ** 'Log Returns' feature added into CRE\RPE. You can now require all returns to have extra information attached to them, so you can know who returned products and why they returned them. 11. ** NEW ** Re-designed 'Inventory Track Express' to include a new look and several new features. The new ITE allows you to create or receive purchase orders, take inventory, and print inventory worksheets so you can take inventory even if you don't have a handheld. The interface is more graphical and user-friendly. 12. The 'Cash Drawer Port' can now be set to 'Epson Printer Driven', which allows use of USB and network models of the Epson printer. 13. ** NEW ** Added in 'Employee Hours & Wages -- Summary' report. This report lists only the totals of the Hours & Wages report, which is easier to read through if you do not need the details. 14. ** NEW** 'End of Day' report added, which will break down basic sales figures for each cashier. This report requires your default printer to be your report printer (so it will support landscape printing.) 15. ** NEW ** 'Earn $'s for Bonus Points' option added to the 'Invoice Settings' tab of the 'Setup Screen'. This feature will override the other bonus point options, and reward customers one bonus point for every dollar spent. 16. ** NEW ** 'Cashier ID to Store with Sale' option added to the 'Invoice Settings' tab of the 'Setup Screen'. This is only used in stores and restaurant where the person who closes out a sale may be different then the one that starts the sale. Usually, the cashier who starts the sale is the one whose ID is stored with the sale forever. You now have an option to record the sale under the cashier who closes out the sale. 17. You can now select the 'Start Date' and 'End Date' fields off a calendar. To bring up the calendar selection, double click on the start or end date. 18. ** NEW ** 'Change Party Size' button added to the touch screen configuration. This allows you to put a button on the restaurant invoice screen that can increase the party size if more guests join the party. 19. If the 'Order By Guest' function is used in Restaurant Pro Express, it will now display the guest number on the invoice grid. 20. Check transactions can now be processed through PC Charge. 21. ** NEW ** Added 'Delete Backorder' button to the backorders screen, so if somebody cancels the backorder, you no longer need to have it on the list. 22. ** NEW ** You can now print a customer's notes on the bottom of the receipt. The 'Print Notes' on receipt option has been added to the 'Notes' tab of the Customer Maintenance screen. This option is selected by the customer, and the notes will only print on the 'Receipt' and 'Short Receipt' size printouts. A good use for this feature is to put directions to the customers house or office, for deliveries. 23. ** NEW ** Added 'Cashier ID to Store With Sale' option. For retail stores who use on-hold invoices, and restaurants who use table management, you can choose if the sale will be tied to the cashier\server who started the invoice\table, or the person who cashed it out. Release 9.20 August 20th, 2003 1. ** NEW ** The 'Enterprise Edition' of CRE and RPE is now available. This is a new edition of CRE\RPE that allows your cash registers to keep running if the server goes down. This is a great upgrade for any multi-register store or restaurant, reducing the chance of downtime in your business. 2. ** NEW ** 'Receipt Listing' report added. This report lists each receipt, with the date, cashier\server, and list of each item on the invoice. It is in the 'Sales' category of the 'Reporting' screen. 3. ** NEW ** 'Zero Movement' report added. This report will show you a list of all items that have not been sold within a date\time range. Regular use of the Zero Movement report will show you what is not selling, allowing you to use your shelf space more effectively. The zero figures can be generated for all your inventory, or for specific departments and\or vendors. 4. ** NEW ** Added 'Job Codes' to Employee Maintenance. An employee can now work multiple jobs, at different wages (ex: retail employee can be cashier today, stock-taker tommorow, restaurant employee can be server today, dishwasher tommorow.) If the job codes are set up, employees will be prompted which job code they are working. The shift report can be printed when they clock out to show their daily sales and activity. 5. ** NEW ** Opening and closing drawer amounts added to the software, with automatic calculation of over and short. This option needs to be enabled through a 'Job Code' in the 'Employee Maintenance' screen. 6. ** NEW ** Added 'Inactive' option for an inventory item in the 'Inventory Maintenance' screen. If an item is set to inactive, it will not appear in the invoice dropdowns, the inventory reports, the reorder reports and the Purchase Orders screen. This allows you to clean up your lists by not including items that you no longer sell. Inactive items will still appear in Inventory Maintenance and your sales reports, so you can reactivate them and see their past performance. 7. ** NEW ** 'Prompt for Rental or Sale of Rental Items' option added to the 'Inventory' tab of the 'Setup Screen'. When you ring up a rental item with this option enabled, CRE\RPE will ask you if you want to rent this item (at the price) or sell this item (at the retail price.) 8. ** NEW ** 'Require Description for Instant POs' option added to the 'Inventory' tab of the 'Setup Screen'. When you receive an item through the Instant PO function, it will allow you to enter a description of why you are making the adjustment. 9. Modified the Late Rentals report to include the due date, number of days late and an alternate phone number to supplement the main phone number. The report has also been reformatted to be easier to read. 10. For rentals, the receipt now prints the day of the week the rental is due, in addition to the date which is currently there (i.e. Saturday 5/25/2003 now prints, as opposed to just 5/25/2003 in previous versions.) 11. ** NEW ** Added 'Delete' button to the Employee Maintenance screen. This will allow you to delete an employee that has not processed any invoices. Employee '01' may not be deleted. 12. Removed the 'Printer Setup' tab of the 'Setup Screen'. These options are deprecated and have been replaced by newer features over a year ago. 13. Added the invoice #, quantity and grand total to the 'Purchasers of Items' report. 14. ** NEW ** Added employee permission for opening the cash drawer. In the past, the administrator password was required to open it; now, it can be done by employees with the proper permission. 15. If you make an A\R payment via credit card, it will now print 2 copies of the receipt as opposed to only 1. 16. The employee name will now print on the DDR if -- The employe has a name entered in employee maintenance -- You select a specific cashier ID from the cashier ID list 17. ** NEW ** The receipts can now print the suggested tip amount for a credit card sale. If the 'Print Sugg CC Tip' option in the 'Receipt' tab of the 'Setup Screen' is enabled, all credit card sales (not using express manual processing) will print suggested gratuity amounts of 15%, 18% and 20% along with the totals. 18. ** NEW ** 'Print Extra Copy of On Account Receipts' option added. If this option (located in the 'Receipt' tab of the 'Setup Screen') is enabled, an extra copy of the receipt will print for on account invoices (if you have the receipt printer set to receipt size.) This is so the store can keep a signed copy for their records. 19. ** NEW ** CRE and RPE can now be set to require the extra numbers printed on the back of the credit card (or front for American Express) if the credit card number is entered by hand. Having these extra numbers decreases the chance that the credit card is stolen by helping ensure that the person actually has the card. This does not apply to transactions where the card is swiped. CRE\RPE can prompt for the number whether you are using PC Charge, IC Verify or manual processing, but will only be processed if you are using PC Charge. This option is in the 'Credit & Debit' tab of the 'Setup Screen'. 20. Added a utility to import data directly from QuickSell 2000. It imports inventory, customers, departments, and vendors. You can access this utility by typing Control+Q from the ASCII Transfer screen (option 3A.) 21. ** NEW ** Added a 'Keyboard' button to the password screen. When touched or clicked, this will bring up an on-screen keyboard for terminals that don't have a physical keyboard. 22. ** NEW ** Changed 'Recall On Hold Invoice' buttons to a new list interface, where you can select the on hold ID off of a list of all the invoices currently on hold. 23. In Restaurant Pro Express, adding in an Extra item with a negative price is now subject to the Returns (- Quantities) permission in the 'Employee Maintenance' screen. 24. The total amount of voided sales, tax-inclusive, is now included in the totals section of the 'Detailed Daily Report'. 25. ** NEW ** 'Require Employee to Clock-In Before Log-In' option added to the 'Employee Maintenance' screen. If this is enabled, the employee is forced to clock in before they use the system. 26. ** NEW ** You can now disable a Friendly Printer for a particular station. This only applies for order and kitchen printers -- you can not disable the receipt printer, report printer, etc., only for Friendly Printers that you create. One useful situation for this is in a bar -- normally, if you have a bar order printer set up, all orders print there, even orders that the bartender themself places. You can now specify that orders placed at the bar station don't print to the bar printer -- as the bartender already knows to make their own order. 27. ** NEW ** 'Item Activity' report added. This report lists the quantity of sales and PO activity for your items within a particular date range. Item quantites must be updated using PO's and Instant PO's for this report to work effectively. Release 9.10 May 7th, 2003 1, ** NEW ** Added TOUCH SCREEN LOOKUP to the Retail Main Invoice Screen. Adding a touch screen can give you a powerful new way to add items to your invoice. This is VERY USEFUL for items that don't have bar codes, and can even be used for those that do. When you touch the 'TS Lookup' button, the right half of the screen will be replaced with the touch screen lookup. All of your items can be listed by department. You can touch the department on the left, and all of the items in that department show up on the right. You can change the color and caption of every item and department button by using the 'Touch Screen Configuration' option in the Options screen (option 4K.) Examples of usage: gasoline in gas\convenient, open produce in grocery, non bar coded corkscrews on counter in liquor store, seasonal items you will only carry once, keychains and magents in gift\book store, etc. 2. ** NEW ** Added 'Administrative Card Access' checkbox to the 'Employee Maintenance' screen. Checking this option for an employee gives them full administrative permission via card swipes, allowing them to swipe for any secure function. This is useful if a store or restaurant has more then one owner or trusted administrator, they can now both log in under their own ID and not have to share the same login card. 3. ** NEW ** Added 'Prompt Quantity' option to the 'Inventory Maintenance' screen (Optional tab.) If this is enabled, it will prompt you for the quantity every time you sell an item. This is useful for items where you almost always change the quantity and will save a keystroke. 4. ** NEW ** Added 'Prompt Price' option to the 'Inventory Maintenance' screen (Optional tab.) If this is enabled, it will prompt you for the price every time you sell an item. This is useful for items where you almost always change the price (Example: gasoline, if somebody reports how many dollars and cents they pumped) and will save a keystroke. Another example is users who want Opem Items in different categories, where they don't track they stock (example: open produce, open toy) 5. If you add a customer through the Restaurant Pro Express invoice screen, the customer will automatically be selected for the invoice as soon as you hit 'Save' in the 'Customer Maintenance' screen. 6. Modified the 'Invoice Item Deletion' permissions as follows: -- With table prompting on, it will only effect items that were already put on hold (this is how it always was) -- With table prompting off, the permission effects items that haven't yet been put on hold (which means a drive-thru can delete items when they first enter the order, but when they recall the order to take payment, the deletion is subject to the permission.) 7. ** NEW ** Added 'Hold and Print' permission, which controls whether or not cashiers can use the 'Hold and Print' cashier function from the options screen (retail side only.) 8. ** NEW ** Added 'Disable this Employee' option to the Employee Maintenance screen. If an employee leaves your business, you can mark them as Disabled -- which means their user name and password, or their swipe card, can not be used to log in to the software. 9. ** NEW ** Added 'Allow this Station to End Transactions' option to the 'Station Specifics' tab of the 'Setup Screen'. This can be set to Yes (station can always end with any payment type), No (this station can never end) or Credit Card Only, which means the transaction can only be ended if it's paid by credit card. 10. ** NEW ** Added 'Default Order Type' option to the 'Restaurant Features' tab of the 'Setup Screen'. This allows you to specify, by station, the default of whether the order is to stay, to go or delivery (for stations that are always the same order type.) You can also set it to 'Prompt' at the end of every transaction, in situations like quick service where it changes for every order. In a drive-thru quick service, the drive-thru station can be set to 'To Go', and the counter stations to 'Prompt' as some orders are to stay, others to go. 11. 'To Go' and 'Delivery' now print on top of the receipt and kitchen printout (if the order is to go or delivery.) They will print in red in the kitchen to make it more noticeable, if you are using an Epson printer that has the ability to print in red. 12. Modified the Accounts Receivable Statement to work better when re-printing old statements. 13. ** NEW ** Added support for the NCR 7875 Scanner\Scale. 14. The 'Invoice Totals Report' now displays the station on the report (if one was selected.) 15. The 'Detailed Department Sales' report now displays the stations on the report (if one was selected.) 16. For restaurants, the top of a closed check will show "Table # 10 closed to cash" (with the appropriate table and payment method of course) instead of just "Cash Purchase" 17. Moved the retail 'Payment Options' button to a menu item in the 'Tools' menu. 18. ** NEW ** Added 'Prompt Another Table' feature to the 'Restaurant Features' tab of the 'Setup Screen'. This feature allows the server to access another order without re-logging in. A box will appear asking them if they would like to access another order\table. If they do not say yes within 3 seconds, it will automatically select no (in case the server walks away and forgets to choose.) 19. ** NEW ** The cashiers name (instead of the ID) will now appear on the receipts (if you have one entered for the employee in Employee Maintenance.) 20. Added support for the 'Report' and 'Settle' features for PC Charge. Release 9.0 April 2nd, 2003 1. ** NEW ** Mix 'N Match features added. You can now set up price groups so that customers can automatically receive a discount for purchasing a mixture of different items. For example, you can set up a 'Soda Discount' which automatically discounts 50 cents if you buy three 3 more of any variety of soda (ex: 1 cola and 2 ginger ales, or 3 colas, or 1 orange soda, 1 root beer and 1 black cherry.) Mix N Match groups can have a start and end date -- you can set up your sales in advance and have them automatically activate. Mix 'N Match must be enabled in the 'Invoice Settings' tab of the 'Setup Screen', and the actual Mix 'N Match price groups can be set by choosing the 'Mix 'N Match Pricing' option in the 'Administrative' tab of the 'Options Screen' Examples of usage: 50 cents off 3 sodas, $ 1 off any 4 greeting cards, buy any 3 candy bars get one free, buy 4 tickets get the 5th ticket free this week only! 2. ** NEW ** Internet Credit Card processing added! You can now process credit cards over the internet using PC Charge and an online internet credit card processor. Instead of waiting 25-35 seconds for a credit card to process over the phone lines, you can utilize your internet connection to clear cards in 1-4 seconds! This requies an active internet connection, such as a cable modem, DSL, T1 or other high-speed connection. Internet credit card processing is a great way to speed up checkout. Please contact your PC America account manager to be set up with our recommended online credit card merchant. 3. ** NEW ** 'Gift Registry Summary' report added in the 'Customer' section of the 'Reporting' screen. This will allow you to view a list of all items on all gift registries and compare them to what is currently in stock. 4. The background color of the Restaurant Pro Express screen can now be changed through the 'Display Settings' tab in the 'Options Screen'. 5. The 'Grand Totals by Item' can now be printed (in the past, you only had the options to display the results on the screen.) It will print to the Friendly Receipt printer. 6. Finance Charges in Customer Maintenance screen modified. The old method of applying Finance Charges to all customers has been moved to the 'All Customers' menu. A new option, 'Apply Finance Charges to Current Customer' has been added to the 'This Customer' menu. 7. The 'Detailed Department Sales' report can now be run by station, in addition to the other existing criteria. 8. Modified the Host Transfer Screen to allow for searches by description, in addition to the item number search that was already there. 9. ** NEW ** You can not use the invoice tax exempt features for each individual tax rate. Previously, tax exempt would take ALL tax of the invoice (for all 3 rates.) With this version, you can choose any combination of the 3 tax rates. IF you only use tax 1 and don't want to be prompted which rate to exempt, set Tax2 and Tax3 to ZERO perecent in the tax setup. 10. ** NEW ** Server name is now printed on the kitchen printout. 11. ** NEW ** Added new permissions, which specifies whether or not employees can end transactions. This is great for any store or restaurant where multiple employees can place orders, but only certain employees can close out the transaction. 12. ** NEW ** Modifiers can now print in the kitchen in RED. To use this feature, your Epson TM-U200 kitchen printer must have the correct half-black\half-red ribbons, and you must install the Epson TM-U210D printer driver. Once you set up this printer in frkiendly printers, modifiers will print in RED. 13. ** NEW ** Table Transfer feature added into Restaurant Pro Express. You can now transfer a check from one table to another, and\or from one server to another. This feature can be accessed by using the 'Xfer' button in the Touch Screen Invoicing Screen. Tables can only be transferred to another server if the other server swipes their card (unless Require Swipe is disabled.) If you have 'Order by Guest' enabled, you will have the ability to choose which guests to transfer. 14. ** NEW ** Permission added -- the 'Transfer without Swipe' permission has been added to the restaurant permissions tab of the Employee Maintenance screen. This permission applies only to restaurants where the 'Require Swipe' feature is enabled, and you want an employee to be able to transfer to another server without swiping their card (example: if a bartender needs to transfer tabs from the bar to a table, and having the server come behind the bar is too cumbersome.) 15. ** NEW ** 'Amount Tendered Screen' choice added to the 'Station Specifics' tab of the 'Setup Screen'. You can now choose between the 'Rapid Entry' screen (which is the same as before) or the 'Detailed' screen. The 'Detailed' screen is an alternative that displays what payment options you have selected so far, and allows you to process different amounts on multiple credit cards. The 'Detailed' screen does not have options for Food Stamps or Debit Cards, but allows you to process multiple credit cards for one invoice. This screen is geared for businesses using a touch screen. 16. ** NEW ** New permission 'Add CC Tips' added to the 'Restaurant' section of the 'Permissions' in 'Employee Maintenance'. This will allow you to set up permission for employees to enter tips. 17. ** NEW ** Added support for the Logic Controls USB Pole Display. 18. On account invoices are now paid off automatically if you process a reverse on account invoice for that customers (example, if you have an open $ 10 on account invoice, and you process a $ 5 credit note invoice, the open balances on those two invoices will automatically pay each other off $ 5 each) 19. The 'Idle Logout' features of Cash Register Express now work in Restaurant Pro Express. Release 8.30 January 14th, 2003 1. ** NEW ** 'Table Diagram' added to Restaurant Pro Express. This is a new table selection screen that will allow you to layout your tables on the screen as they appear in your restaurant. Different sections can be created, each with their own layout. If this feature is enabled, a server will be required to select the section they are working before they can log in. This feature can be turned on in the 'Restaurant Features' tab of the 'Setup Screen'. 2. ** NEW ** 'Prompt Party Size' option added to the 'Restaurant Features' tab of the 'Setup Screen'. This option used to be tied to the auto-tipping features but can now be used independently. When enabled, if you open a table in Restaurant Pro Express, it will ask you for the number of people sitting at that table. 3. ** NEW ** 'Order by Guest' option added to the 'Restaurant Features' tab of the 'Setup Screen'. This option is for Restaurant Pro Express, and, when enabled, will allow the server to select which guest at the table is ordering which items. The kitchen printout will be printed in order of guest. Instead of auctioning off food ('Who has the prime rib?'), the runner delivering the food will now know exactly who is supposed to get which meals. 4. ** NEW ** Added in 'Drivers License ID' field into the 'Extended Info' tab of the 'Customer Maintenance' screen 5. ** NEW ** Gift Registry feature added. Gift registries work as such: -- A customer (A) comes in and wants to open their registry -- The store employee enters the customers information into customer maintenance -- After the information is entered and saved, the employee goes into the Gift Registry screen for that customer (either through the menu option, or by hitting Control+R) -- Add items to the Registry by clicking or touching 'Add', and entering in the item number and quantity desired of each product -- The registry is now set up -- If a different customer (B) wants to purchase off A's registry, the store employee can give them a printout (from the registry screen) -- Customer B shops the store and picks up the products they wish to purchase -- Customer B brings the products to the register, and tells the cashier to deduct them from the appropriate registry -- The cashier rings in the items, and hits Control+R for each item that is to be deducted from the registry -- The cashier enters the registry number -- Upon ending the transaction, the registry will update with the purchased quantities 6. If you change the department of an item in 'Inventory Maintenance',it will automatically change it in the 'Touch Screen Configuration' settings without having to enter 'Touch Screen Configuration' and click save and exit. 7. ** NEW ** The 'Extra' item button in Restaurant Pro Express now allows you to enter a description for the item, on a touch screen compatible keyboard. 8. ** NEW ** 'New Items Report' added to the 'Inventory' section of the Reporting' screen. This report will show, within a date range, what items were created. This is useful if you create items on the fly (with customers waiting on the line) and you want to go back and modify those items later on. You can generate the report to see what new items were created. This will only effect new items created after installing this version or above. 9. The 'Invoice Totals' report can now be run for all stations or one particular station. Before it was only for all stations. 10. The 'Daily Totals' report can now be run for all stations or one particular station. Before it was only for all stations. 11. The 'Check Sales' report has been changed to 'Check Listing' and will include all checks collected via sales or accounts receivable payments. It can also be run by station. 12. If you are using an epson receipt printer with a cash drawer, you are no longer required to select 'Epson Receipt Printers' under 'Printer Type' in the 'Setup Screen', it recognizes the settings in Friendly Printers. 13. ** NEW ** 'Delete Non-AR Transactions' function added to the 'Clear DB' screen. This will delete all invoices, within a given date range, that are not on account transactions. 14. ** NEW ** Security interface introduced when accepting check payments. CRE and RPE will now record the checking account number (when a check scanner is used.) If you set the '# Days ID Valid' ('Account Control' tab of 'Setup Screen') field to a number greater then zero, (example 45) , it will require the check passer to show their ID every 45 days. If a customer come in on day 1 and wants to use a check, they have to show their ID. If they come in again on day 37, they will not have to present their ID. However, on day 48, they will have to show their ID again in order to use a check. This helps you secure yourself in the case of a bad check, as you will have up to date contact info. 15. Check ID Speed Entry added. This feature is used in conjunction with the # Days ID Valid field, which was added for customers that are using checks to pay for their purchases. If Speed Entry is turned on, you will not be required to enter an ID number for customers who are not entered into the database. The cashier is instructed to write the ID on the check, and the administrator will enter the customer into the database at a later time. 16. Modified the currency entry screen (like the one that shows up for the invoice price change function) to recognize the 'Use decimals in numeric entries' setup option. Release 8.20 December 3rd, 2002 1. ** NEW ** 'Check ID' option added into 'Inventory Maintenance'. If this option is checked for an inventory item, when you sell the item, it will prompt the cashier to check the customer's ID. This is useful when selling items such as cigarettes, mature video or video game titles and alcohol. This prompt will only happen once per invoice. 2. ** NEW ** 'Quantity Comparison Report' added to the 'Inventory' section of the 'Reporting Screen'. This report will display the current in-stock levels versus the quantity sold within a specified date range. It is useful in making sure you are stocked properly for the coming season. For example, if you have a business that sells snow shovels, and it is currently October, you can run this report. It will tell you that you sold 176 snow shovels, and you currently have 25 in stock. This indicates you need to order 175 snow shovels (to bring you to 200), a comfy amount to meet this years demands but not leave you with huge amounts of overstock. 3. ** NEW ** 'Customer Purchases by Department' added to the 'Customer' section of the 'Reporting Screen'. This report will display each department, and how many dollars each customer purchased of each product. 4. Restaurant Pro Express can now accept letters as well as numbers for table numbers (in Manual Table Selection mode only.) 5. Restaurant Pro Express will not print the table number on the bottom of completed transactions. 6. ** NEW ** 'Discrepancy Report' added to the 'Inventory' tab of the reporting screen. This works with Pocket Inventory (our wireless inventory taking system) and will compare your actual stock levels to what should be on your shelves. This report is an excellent tool to help track theft and other forms of inventory mismanagement. The Discrepancy Report can inform you that you are missing a high number of candy bars, and that you should move the candy bars to a more visible place to reduce theft. If you suspect an employee of stealing cigarettes during their shift, you can take inventory once their shift is over -- the discrepancy report will tell you if you are missing more then you sold. This report should be used in conjuntion with Pocket Inventory and a wireless Palm Pilot Bar Code scanning device. 7. ** NEW ** Added the 'Global Special Pricing' screen. This screen gives you a quick way to put groups of items on sale (as opposed to entering sale prices and dates one by one in inventory maintenance.) Sales automatically take effect on the start date and end on the end date, meaning the cashier does not have to make manual markdowns. This feature is protected by the 'Edit Inventory' permission. 8. ** NEW ** Added 'Gift Card Life' under the 'Account Control' tab of the 'Setup Screen'. Putting a number in this field will determine how many days a gift card is good for before it expires. Leave this field at zero if you would like your gift cards to never expire. Release 8.151 October 9th, 2002 1. ** NEW ** Account restriction added, where you can prevent a customer from charging over X number of dollars within Y days on account. The dollar amount and number of days can be set differently for each customer. These amounts can be set in the 'Account Info' tab of the 'Customer Maintenance' screen. 2. ** NEW ** Stores can now send inventory transfers back to the host site. 3. ** NEW ** The 'Detailed Department Sales' report can now be run for a specific customer. 4. Added administrator password protection to the 'Send All Data At Next Transfer' option in the 'Communicate with Host' screen. 5. Added the Employee Name to the hours and wages report. It used to include only the employee ID. 6. Added support for the Posiflex pole display. 7. The 'Grand Total of Tax Exempt Sales' report can now be printed. In previous versions, it could only be displayed on the screen. 8. You can now add funds to gift cards. To do this, go about the gift card sale process as you normally would. When you swipe the card you would like to add funds to, it will ask you if you would like to add funds. Choose yes, type in the amount to add and the funds will be added when you end the transaction. 9. 'Detailed Department Sales' report now shows the start and end dates on the top of the report. 10. ** NEW ** Mass e-mail feature added to CRE. You can now e-mail sales, specials, new product announcements and newsletters to your customers. This feature requires a working e-mail account (such as Hotmail, Yahoo! mail, etc) that is set up in Windows (through programs such as Microsoft Outlook or Outlook Express.) Release 8.14 August 28th, 2002 1. 'Grand Totals by Item' report now lets you specify an extra level of criteria -- you can run the report for all cashiers or a specific cashier. 2. ** NEW ** 'PO Generation' permission added. This permission determines if an employee is allowed to add new purchase orders, or to add items to an existing purchase order. 3. ** NEW ** 'PO Receive Items' permission added. This permission determines if an employee is allowed to receive items through purchase orders. 4. ** NEW ** 'Instant PO' permission added. This permission determines if an employee is allowed to receive items through Instant POs. 5. The 'Reorder Report' can now be run for a specific vendor. 6. ** NEW ** Professional Purchase Order print out. The purchase order is now nicer and more clearly laid out. 7. ** NEW ** 'Print History' button added to the PO screen. This new report will print a detailed record of all the items received against the current purchase order. 8. The number of discount levels was changed from 10 to 26. 9. ** NEW ** Added the 'Yearly Comparison Report' to the 'Inventory' section of the 'Reporting' screen. This report can be run for any particular item and will list the total quantity sold and total sales of that item each month for the past five years. 10. ** NEW ** 'Debit Card' payment method added. If you process debit cards through an outside terminal, you can now type in the amount processed into CRE. 11. The 'Select Industry' and 'Select Database' functions have been redesigned. They are now an easier to use, graphical interface. 12. ** NEW ** Six sample databases added. Three retail store databases and three restaurant databases are included with the full install of the software, allowing new users to try out the software with a fully loaded database. Release 8.13 July 30th, 2002 1. ** NEW ** 'Prompt # of Days for Rentals' added to the 'Inventory' tab of the 'Setup Screen'. If enabled, the inventory maintenance field will allow you to setup different prices for different number of days rent for an item (example rent Mission Impossible, 2 days for $ 2 or 5 days for $ 3.50.) 2. ** NEW ** 'Account Number' added to the 'Company Info' tab of the Setup Screen. If you are using check validation (on the back of a check) then the account number will print there. 3. 'Sales History' report slightly modified. The title on the report used to say 'Customer Sales History', it now says 'Sales History for John Smith' (John Smith being the customers name.) 4. ** NEW ** Kits can now be printed to Friendly Printers 5. Hours & Wages report now totals the number of hours and minutes by employee. 6. ** NEW ** Support added for check validation with the Epson THM-6000II thermal receipt\dot matrix slip printer. Release 8.12 June 26, 2002 1. Added 'Reporting' button to the 'Administrative' section of the 'Options Screen'. (ack John Hess @ Compu-Save) 2. Modified 'Items by Department' report to display the report directly from the reporting screen (instead of loading up an intermediate department selection screen.) Release 8.10 June 18th, 2002 1. ** NEW ** Gift Card Interface added! You can now sell gift cards (by typing hot key Control+G from the main invoice screen.) It will prompt you for a gift card ID number (where you swipe the gift card to be activated) an an amount (50 for a $ 50 gift card.) At a later time you can use an active gift card to pay for a purchase. Other gift card features: combine git cards, check balance, print general active gift card listing. 2. ** NEW ** Friendly Printer Setup added. Retail stores: Through Friendly Printers, you can now pre-define a receipt printer and a report printer. Your printouts will go to the corresponding printers without having to change the default printer! Retaurants: Same benefits as retail, plus remote printers (for kitchens, bars, etc.) can be set up easily through friendly printers. 3. ** NEW ** Friendly Printers allow the use of USB and network printers within all areas of CRE\RPE. 4. ** NEW ** Second item description line added. 5. ** NEW ** Non-inventory item (Ctrl+N popup screen) now defaults to tax 1, 2 and\or 3 if the non_inventory item in the Inventory Maintenance screen has those taxes selected. 6. Retail price now defaults to price until you manually change the retail price. 7. Serial numbers now show in the 'History' tab of the 'Customer Maintenance' screen. 8. ** NEW ** Short Receipt Type added -- 'Short Receipt'. This is available in the 'Receipt' section of the 'Setup Screen'. The short receipt will only print one line for each standard item on the invoice (as opposed to 2-3 for the normal receipt.) Only businesses that sell items in whole number quantities (no decimals) should use this format. The item name, quantity and extended price are the only fields displayed for the Short Receipt. 9. ** NEW ** 'Table Selection Screen' added under 'Restaurant Features' in the 'Setup Screen'. You can choose either 'Manual Entry' (the current method where you type in a table number) or 'Layout' which has a list of preset numbers for tables and deliveries. The Layout has color coding. When you log in with your Server ID, tables in green are your tables, tables in yellow are occupied tables being handled by other servers and tables in gray are unoccupied. 10. ** NEW ** Credit card processing is done differently for restaurants. There is a new screen 'Credit Card Settlement' which allows you to apply tips to a credit card invoice after the check is closed. This option is in 'Administrative' under the 'Options Screen'. 11. ** NEW ** 'Discount Percentage' added to the customer maintenance screen. The discount percentage will automatically be applied to the invoice upon selecting the customer. This percentage works on top of the discount level (so either the discount level, percentage or both can be used.) 12. ** NEW ** A\R Multiple Invoice Payment method added. Previously, a payment could either be applied to one specific invoice, or to multiple invoicse in order from oldest to newest. Now, one payment can be spread across multiple invoices of your choice. be spread across any number of invoices of your choice. 13. ** NEW ** Kitchen printouts for restaurants now print in a larger font size (for the Epson thermal and dot matrix printers.) (ack. to John Hess at Compu-Save and Bret Graham, Lakin Dairy Queen!) Release 8.052 April 23rd, 2002 1. ** NEW ** Top Sellers report now includes all top sellers. It used to be the Top 25 Sellers. 2. Modified customer statements. Release 8.051 April 22nd, 2002 1. Modified bonus point interface. 2. ** NEW ** "Detailed Department Sales" now has an option to display for All Items or Returned Items. This provides an easy to way view all your returns. 3. Using a Palm Pilot and Pocket Register, you can now import the current invoice on the Palm right onto the CRE invoic screen. This is another helpful way you can use the Palm Pilot for line busting. Release 8.05 April 1st, 2002 1. ** NEW ** "Reorder Low Stock Items" feature added to the Purchase Order screen. When adding a new PO, you can select a vendor and with the push of one button, reorder all the items for that vendor below the reorder level. 2. ** NEW ** Added "Employee Name" to "Employee Maintenance" screen. 3. ** NEW ** Mailing labels utility now has "Sort by Zip Code" option. 4. ** NEW ** Mailing labels utility now has a zip code range under certain customers. 5. ** NEW ** 'Helper Item' added to inventory maintenance. An item number is inserted into this field. Whenever the original item is added to the invoice, its helper item is added as well. This is useful for situations such as bottle returns, which would otherwise have to be done through a kit. 6. ** NEW ** 'Customer History' screen added into the customer maintenance for a quick reference to the customer's purchases. 7. Modified 'Touch Screen Configuration' screen with new custom button options. 8. ** NEW ** Added 'Frequent Visitor' bonus type, so that customers who visit you frequently may get discounts and\or free items after a specified number of visits. 9. ** NEW ** Added 'Birthday Bonus' so that customers who you track may get discounts and\or free items on or around their birthday. They will not be allowed to redeem the discount more then once per year. 10. ** NEW ** Added customer swipes into Restaurant Pro Express. 11. Sped up check printing in Restaurant Pro Express (for when you put an invoice on hold.) Release 8.046 January 21, 2002 1. ** NEW ** Hot keys (F2 - F7) added to amount tendered screen to select payment types. 2. ** NEW ** Added food stamps into Cash Register Express. An item can be marked as "Foodstampable" in the "Inventory Maintenance" screen under the "Optional Info" tab. If a foodstampable item is sold on an invoice, a new "Food Stamp" payment option will be available. Foodstampable items paid for by food stamps are tax exempted. 3. ** NEW ** 5 new discounts levels (total of 10) added. Levels F-J are now available in addition to the current levels of A-E. 4. ** NEW ** Search by Company added to the Customer Maintenance screen. 5. ** NEW ** Check authorization added. You can now scan checks in using a Welch Allyn Scanteam 8300 MICR check reader. If you are using IC Verify and scan a check through (when prompted for the check number), CRE will dial out to make sure the check is good! The reader must be a keyboard wedge reader and programmed to automatically hit enter after the scan. 6. ** NEW ** Signature pad added. You can now electronically capture signatures using the Welch Allyn Transaction Team 3100 signature capture pad. If enabled (under the Hardware tab in the Setup Screen) it will prompt you to sign for all on account and credit card sales (and swipe the credit card for credit card sales.) The signature will print on the receipt and be stored in the database in case you need to reprint it at a later date. Signatures will print on all Full Professional receipts. 7. ** NEW ** Database reindexed -- when this database is installed, CRE 2001 will remove old and add new indexes to the database to signifigantly improve the performance of reporting. 8. ** NEW ** Added second address line in customer maintenance. 9. ** NEW ** "Require Card Swipe" option added to "Restaurant Features" in the "Setup Screen". When this feature is enabled, waiters and waitresses may only log in by swiping their card, not via manually punching in their ID. This will increase the security of your table management. 10. Host module features enhanced. 11. ** NEW ** "Allow Food Stamps Change" added to the "Invoice Settings" tab of the "Setup Screen". When enabled, this option will allow you to add in more then the allowable foodstamp amount for the food stamp amount tendered. It will then calculcate issue change in food stamp change (for all amount $ 1 and up) and cash change (for all amount less then $ 1.) 12. Detailed Daily Report now prints the current date\time so you know when the report was generated. It also more clearly prints the range of time that the report is printed for. Release 8.03 Novemeber 8th, 2001 1. ** NEW ** Updated multi-site "Send Data to Host" feature to automatically import data from the central site. (Multi-site editions only) 2. Modified Touch Screen configuration screen. 3. Modified Touch Screen invoicing. Release 8.02 October 2nd, 2001 1. ** NEW ** Idle LogOut added -- if a station is idle for the specified number of minutes, the software will automatically log you out. Set number of minutes to zero to disable this feature (zero is the default.) 2. ** NEW ** If you attempt to exceed a customer's max balance, it now allows you to override it on the spot with the administrator's password. 3. Security check added to Detailed Daily Report in the Reporting Screen. 4. Modified invoicing rentals. 5. Modified invoicing late rentals. 6. ** NEW ** Bulk and break (case breakout) feature added. You can now track number of cases in stock (on top of the existing ability to track quantity.) Items may also be ordered (via purchase orders) by the case. 7. ** NEW ** Time Clock Management added (Options-->Administrative option 5J.) This will allow you to view and modify clock in and clock out times. 8. Modified invoicing kits. 9. ** NEW ** Restaurant\Service Touch Screen changed to a highly customizable screen. Through "Touch Screen Configuration" (option 4K in the Options screen) you can now assign colors, pictures and captions for each item and department. The bottom two rows of function buttons may also be configured to perform functions such as discounts, report generation, etc. 10. Modified clock in\clock out interface. Release 8.01 June 20th, 2001 1. ** NEW ** Detailed Daily Report has "List Line Discount Totals" which will list the total dollar amount of line discounts given for each department and overall. 2. Added serial number tracking to the modern invoice screen. 3. Reinstated the stock prompt feature. 4. ** NEW ** In Cash Register Express, the Prompt Cashier ID feature now allows for an employee to swipe their ID card (with their Swipe ID.) They can also enter their cashier ID just as before. This feature also works for prompting for a salesperson ID. 5. Inventory sort order can now be changed in the inventory maintenance screen via Shift + F2. 6. ** NEW ** Prompt Cashier ID now enabled in the accounts receivable screen. When you make payments, you can now do it under a different cashier. 7. Modified Split Check feature. 8. ** NEW ** Default salesperson added to the customer screen -- when CRE is set to prompt for the salesperson ID, the default salesperson ID setting from the customer screen defaults in the prompt box. 9. ** NEW ** Swipe IDs added to the customer screen -- the swipe ID serves as an alternate lookup for customers that is intended for use with magnetic-swipe membership cards. Each customer can have an unlimited number of swipes. 10. ** NEW ** Commission field added to the inventory maintenance screen (under optional info.) You can choose from % of gross, % of net or a direct dollar amount to determine how mcuh commission is earned when this item is sold. There is a new report (under Employee in the reporting screen) that allows you to generate commissions by salesperson. 11. ** NEW ** Detailed Daily Report can now be run by station ID OR Cashier ID. 12. ** NEW ** Added Time-Based pricing which allows you to offer alternate prices on certain days, within certain time ranges (for example, a bar may offer a beer during happy hour -- normal price $ 4.00, happy hour price $ 2.00 on Friday's between 4 PM and 6 PM.) This feature can be found in the 'Special Pricing' area of the 'Optional Info' in the Inventory Maintenance screen. 13. ** NEW ** Additional SKU's added to inventory maintenance screen under 'Optional Info'. This allows you have more then one barcode associated with each item -- so for a coke, you can have the usual barcode and also add an SKU 'COKE'. You can then invoice under either number. 14. ** NEW ** 'Referral Source' added to the customer maintenance screen (under 'Extended Info'.) You can now record where a customer heard about you and report on this (Customer-->Customer Referral report.) Referral sources can be set up in the 'Options Screen' under 'Account Control'. 15. ** NEW ** New accounts receivable screen -- payments may be made on specific invoices or the oldest invoice (instead of automatically applying to the oldest invoice) and you can now generate store credits right in this screen. 16. ** NEW ** Simpler, easy to read statement. The statement looks more professional and is formatted to show the address window in a standard mailing envelope (to eliminate the need for labels.) 17. Modified Detailed Daily Report -- if Breakdown by Items is unchecked and you had discounted sales during that day, the discounted sales would not print in the department totals. This is now repaired. 18. Modified Hobart Scale interface for items with different item lengths. 19. Credit cards verify faster now -- you no longer have to select the credit card type, it selects for you. 20. ** NEW ** Added zip code tracking -- when enabled in the Setup Screen under invoice settings. When enabled, this feature will prompt you to enter a zip code at the end of each invoice -- you can then run a report to see how many sales were processed in each zip code, therefore generating regional sales figures (to assist in advertising budgeting.) 21. ** NEW ** Check sales report added. This report will list the check numbers and amounts for each check sale. Release 8.00 April 16th, 2001 1. ** NEW ** Modern invoice screen added to the program, replacing the traditional screen. The traditional screen can still be used -- to change back, click on Options --> Setup --> Display Setup, choose Traditional and restart CRE 2001. The new screen is extremely easy for touch screen invoicing. 2. ** NEW ** Split check functionality added for Restaurant Pro Express. You can now split one check off into multiple checks in the instance that guests decide to pay separately. 3. Invoicing process optimized. 4. ** NEW ** Round invoice option replacing the round nearest nickel feature. This allows you to round the invoice to the nearest nickel, dime or dollar. 5. All features on invoice screen are touch screen enabled. In addition they all have highly-visible keyboard short-cut keys. Release 7.15 February 2nd, 2001 1. Modified changing administrator password. 2. Amount tendered screen now has the grand total as the default cash amount -- allowing for quicker invoicing for exact change sales. Other invoices remain at the same number of keystrokes. 3. Printed PO's now include the reference number. 4. Modified customer receipt to print phone number. Release 7.14 1. Fixed problem occuring on the full professional receipt when sending the invoice to a ship to address. 2. Modified Instant Purchase Orders done through the Inventory Maintenance screen. 3. Readded PO instructions to Purchase Order screen. 4. Modified duplicating inventory items. 5. You can now view closed and voided purchase orders. 6. Modified storage of specific invoice notes. 7. The Z-Out feature added in version 7.13 may now be enabled or disabled in the Detailed Daily Report screen. 8. ** NEW ** Employee permissions has a new option of whether or not a customers balance will display on the screen upon selection (allowing for more trusted employees to see balances but not others.) 9. The number of bonus points is now printed on the invoice. 10. ** NEW ** Added aging report (Reports-->A\R-->Aging by Company) which lists all overdue balances for each customer in periods of 1-30 days, 31-60, 61-90 and 90+. 11. ** NEW ** Added a "Scale tear" field for each inventory item. This tear, if set to a value other then 0, allows you to have different tear values for different items (i.e. the plastic container of a small and a large salad may weigh differently so they can have different tears.) Previous versions allowed only for one globally set tear. 12. Modified "Grand Totals by Payment Method" report -- you now have a yes or no option to break down the sales by cashier. Release 7.131 December 1st, 2000 1. Modified cash drawer interface. Release 7.13 November 30th, 2000 1. Modified searching by customer last name. 2. ** NEW ** Moved the Employee Permissions section into a redesigned Employee Maintenance screen. 3. ** NEW ** Employee Permissions now have two new options -- "Prompt" which, if set for a cashier, will prompt the administrator to enter their password on the fly so the cashier can perform the desired function. And "Override" which allows any cashier that has permission to perform this function to enter their ID and password on the fly (ex: cashier 01 has 'Void Invoices' set to prompt, 02 has it set to 'Override' -- so if 01 needs to void an invoice, either cashier 02 can enter their name and password to void it that one time, or the administrator can enter their own.) 4. Price changes on the main invoice screen now use a touch-screen entry interface (which will still work just the same with a keyboard) for faster entry. 5. ** NEW ** New employee permission -- you can now set the permissions for a cashier to void an invoice (previously this was combined with deleting an item from an invoice, it is now its own setting.) 6. Modified voiding invoices that were originally placed on hold. 7. Repaired bulk pricing of negative quantity sales. 8. Modified manually-processed credit card receipts to print reference code. 9. ** NEW ** When the detailed daily report is printed for an individual cashier (i.e. not ALL) then it will save the time and date of when you printed the report. The next time you go to the DDR, it will default the start date and time to whenever you last printed the report. The last date and time will then default to the current date and time. Using these times ensures that you will always print the Z-Out for the last shift of information, with no overlap. 10. Modified receipts for discounted invoices (so there is no redundant display of subtotal) 11. Modified Late Rentals report. Release 7.12 November 15th, 2000 1. Modified order entry screen. 2. Quick books setup screen now saves settings. 3. Optimized restaurant login for larger databases. 4. Modified vendor sales report. 5. Deadbeat control now displays all rented rentals. 6. Modified purchase orders. 7. Repaired inventory sorting. 8. Modified kit invoicing. Release 7.11 November 1st, 2000 1. Order Entry screen now scrolls over when an order is cleared. 2. Modified conversion utility. 3. Renabled kit item deletion. 4. Modified voiding invoices. 5. Cashier ID now required for inital login to RPE even if cashier ID prompting is turned off -- after the initial login it will not be required. 6. ** NEW ** Added "Sales By Vendor Profits" report under Reports--> Sales by Vendor. Version 7.10 October 16th, 2000 1. Invoice discounts now effect the entire invoice, not just items added after the invoice was applied. 2. Add\Edit Departments replaced by the Department Maintenance screen which does both. 3. Add\Edit Customers replaced by the Customer Maintenance screen which does both. 4. Add\Edit Vendors replaced by Vendor Maintenance screen which does both. 5. ** NEW ** Customer Notes added to the Customer Maintenance screen. 6. Invoices can now have an unlimited number of items on them (there is no longer a 100 item limit per invoice.) 7. ** NEW ** Restaurant and Retail touch screens combined and redesigned -- many of the functions are now one touch functions in a new column of buttons. 8. Combine lines added into Restaurant Pro Express -- so duplicates of the same item will go on the same line. 9. ** NEW ** Couponing added -- you can now print coupons to the Epson TMT-88 printer (using the Epson drivers.) Every receipt will have a coupon that will encourage customers to come back to your store and buy again. (setup in the Options Screen) 10. Tax\Tax Exempt option now effects the entire invoice, not just items added after the tax was toggled. 11. Combine lines now works with items with serial numbers. 12. Improved the backorders feature to be a lot simpler. 13. The Purchase Orders Generation and Purchase Orders Maintenance screens have been combined into one, easier to use Purchase Orders screen. 14. Many of the options in the options screen can now be set by station, allowing you more flexibility within your store. 15. Store ID is now MANDATORY -- it will default to Store ID 1001 if you have not chosen one. This will not effect single-store operations. 16. 40-column receipts have been condensed to reduce paper usage -- the only change being the elimination of unnecessary white space. 17. Inventory items may now have any combination of the three tax rates. 18. The non-inventory item now has tax 2 and tax 3 options instead of the previous tax 1 only option. 19. ** NEW ** Amount tendered screen added -- the new amount tendered screen is much more flexibile and allows for any combination of any tender very easily. Cash sales can be ended in the same way -- end transaction, type in the amount tendered and hit enter. 20. ** NEW ** New hotkeys have been assigned to the main invoice screen that will allow for one key, one touch ending of transactions for all tender types. This can help improve the speed of invoicing. 21. ** NEW ** Gift certificate tender type added -- this tender type functions similarly to checks. This new tender type is tracked on all existing reports. 22. ** NEW ** Restaurant Login screen has been replaced with an alpha-numeric screen for faster login. 23. Cash Register Express login screen has been replaced with a much simpler screen. 24. The Detailed Daily report now has a time range in addition to the date range so you can track sales by the hour as well as by the day. 25. ** NEW ** Cash Register Express now uses a brand new database structure. The new structure improves data integrity as well as making the program faster. 26. ** NEW ** In Restaurant Pro Express, when it prompts for the table (if enabled) it will display a list of tables open by that waiter\waitress. At this point they can either choose an existing open table at the touch of a button, or they can enter a new table number of the table is not currently open. 27. Touch screen design used for the new credit card screen -- allowing for faster entry with a touch screen but no loss of speed without one. 28. Replaced "Inventory Reports -- Inventory\Dept Specific" with a more functional "Inventory Reports -- Items by Department" which will generate the standard inventory report for any given department. Release 7.097 July 26th, 2000 1. ** NEW ** Created "Order Filling Station" feature for restaurants. This allows items to be sent to a kitchen monitor instead of (or in addition to) a kitchen printer. In the inventory maintenance screen you can add a station ID under the printers tab. The orders will then be displayed on the station logged in under that ID by choosing "Order Filling" from the utility menu. 2. ** NEW ** Added number of receipts option to the invoice screen -- this will allow you to specify how many copies of the receipt will print when you end a transaction. 3. Modified vendor sales report to not include voided invoices. 4. Modified time clock to not accept invalid cashier ID's. 5. Modified customer searching in customer maintenance screen. 6. Modified tax exempt invoicing. 7. ** NEW ** Additional matrix features added to the Group Maintenance screen (mainly for clothing and shoe stores.) The new matrix will allow you to generate and receive purchase orders in a friendly grid format. 8. Added support for the Ithaca 153 Validation receipt printer. 9. CRE no longer prompts you to add a non-existing item into the database if the current cashier does not have permission to add inventory. Release 7.097 June 25th, 2000 1. Modified Breakdown by Payment Method report. Release 7.096 June 19th, 2000 1. ** NEW ** Added Touch Screen decimal option which allows you to select whether or not you want to hit the decimal . button for numeric amounts. Example: For $ 1.25 you can just hit 1 2 5 instead of 1 . 2 5 2. ** NEW ** Print invoices option added for credit card invoices only. If this option is selected then receipts will print ONLY for credit card invoices. 3. ** NEW ** Added scale tear feature that allows you to deduct a certain amount from each quantity weight from the ECR scale. Ex: A store that sells salad by the pound can automatically deduct .01 pounds so the customer is not charged for the plastic container. 4. ** NEW ** Round nearest nickel feature added. If this option is enabled then it will round all extended line totals to the nearest nickel (so if your tax is built into your price you don't have to deal with pennies.) 5. Modified the Last Price Lookup feature to be disabled for non-inventory items. 6. Modified the Retail Touch Screen. 7. Modified rounding for check sales. 8. For restaurants that do not use table prompting or cashier prompting, the restaurant touch screen has the hold and end transaction buttons swapped for faster invoicing. 9. Non-inventory capability added to the restaurant touch screen -- if you hit options, the clock button will change to a dollar sign. Click on that, enter the dollar amount and that amount is added to the invoice. 10. Modified bonus point plan. 11. Combined inventory alphabetical and numerical reports into Inventory Reports -- General, where you now have an option to select which order you would like. 12. Added "Item Ordering" to the purchase order generation screen (under the Purchase Order menu option) with two options -- manual ordering (default, how the purchase orders have always worked) or "Auto-Order by Item Name" which will put all items in the purchase order in alphabetical order by the description. 13. ** NEW ** If you try to add an item to an invoice that does not exist, it prompts you if you would like to add the item into inventory. If you select yes it automatically loads the Inventory Maintenance screen with that item number filled in -- and adds the item to the invoice after you are done. 14. ** NEW ** SSN, Rent and Commission % added to the vendors screen which introduces a new (optional) way to use vendors -- they can be seen as booth owners in a multi-booth operation, where each vendor runs their own booth and all items are purchased at a central location. Three reports can then be run to track these sales by vendor. 15. ** NEW ** Added "Prompt Amount Tendered" option into the option screen (under the invoice settings tab.) If this is disabled then CRE 2000 will no longer ask you to enter the amount tendered for a sale -- this can eliminate a few keystrokes if you prefer to do the math in your head. 16. CRE now requires a confirmation if you try to change the quantity in the grid to an abnormally large number (in excess of 10000.) This protects against some data entry errors. 17. Retail touch screen now displays each item on the pole display as it is rung up. Release 7.095 June 2nd, 2000 1. ** NEW ** Full professional receipt added -- this receipt is designed to print on a standard laser printer. There is an option to include a logo of your choice on the receipt (any jpg or gif file.) 2. Modified recalling invoices. 3. Made numerous cosmetic changes to the options screen. 4. ** NEW ** Added Last Price Lookup feature in the options screen. Ex: If an item normally is priced at $ 10.00 but you sell it to a customer for $ 9.00, the customer will be rung up automatically at $ 9.00 the next time they purchase this item. This option defaults to disabled and must be enabled in the options screen if you wish to use it. 5. ** NEW ** Added Prompt Table option for Restaurant Pro Express. If this option is enabled and prompt cashier ID is disabled, you can now enter only the table number and not the cashier ID (allows for faster invoicing in instances where cashier tracking is not necessary.) Release 7.094 May 9th, 2000 1. Modified rounding with discounted invoices. 2. Modified invoicing with discount levels that have zero prices. 3. Made a repair to tax information on the detailed daily report (for tax rates 2 and 3.) 4. Prevented closed accounts from being used in on account invoices. 5. Fixed Customer Sales History report for discounted invoices. 6. Check numbers now show up in the accounts receivable payment section. 7. Modified DDR to work with high markup percentages. 8. Recalling invalid invoice numbers no longer causes an error with new invoices. 9. Modified Top Sellers report to include 25 items as opposed to 5. 10. Repaired Grand Totals by Salesperson report to exclude voided invoices. 11. Cost column in invoice grid now display N/A if the cashier does not have permissions to add\edit inventory. Release 7.093 April 25th, 2000 1. Modified Server Tips report. 2. Modified Costs section on DDR. 3. Customer Sales History report now reflects discounts. 4. Made cosmetic change on Incoming Inventory report. 5. Sales History tab in the Inventory Maintenance screen no longer shows voided invoice information. 6. Added "Total Withdrawals" to DDR. This is reflected if somebody overpays by check or credit card and receives cash back. 7. Inventory-Vendors report now includes the vendor fax number. 8. The vendor number and company name now print on the "Inventory-Item by Vendor" report. 9. Modified "Grand Totals by Payment Method" report to reflect discounts. 10. Check number now prints on check invoices in Restaurant Pro Express. Release 7.092 April 19th, 2000 1. Modified invoicing tax calculation procedures. 2. Made cosmetic change in retail touch screen. 3. Modified Inventory Report -- Dept/Item Specific Release 7.091 April 10th, 2000 1. Modified invoicing with bonus points. 2. Modified adding customers on the fly with authorized members. 3. New rental items will now show up on the in store report immediately. 4. Modified reprinting old invoices. 5. ** NEW ** Autoweigh feature can be enabled or disabled for each inventory item. If enabled for an item, when that item is added to the invoice it automatically takes the weight from the ECR-Loc scale without any extra key strokes. Release 7.09 March 10th, 2000 1. Signifigant speed increases for invoicing with large databases. 2. Improved record locking techniques for multiuser environments. 3. Modified Top Sellers report. 4. Modified DDR printing when breakdown by items is unchecked. 5. Trapped errors in pole display interface if the wrong port is selected. Release 7.08 March 7th, 2000 1. Invoice number now prints on kitchen orders. 2. ** NEW ** Stock prompt added to the options screen. If this is disabled it will no longer prompt for backorders if an item is not in stock. 3. Cosmetic fix for tip prompting in Restaurant Pro Express. 4. Change due box is now centered in Restaurant Pro Express. 5. PO Maintenance screen repaired for receiving orders in chunks. Release 7.07 Febraury 23rd, 2000 1. Modified employee maintenance screen. 2. Modified kit invoicing. 3. Pole display interface modified for price changes. 4. Cost information on the grid is now further protected from cashiers. 5. Modified purchase order maintenance screen. 6. Modified price changes on the grid. 7. ** NEW ** Modified Detail Daily Report to include a "Include Costs" section. This changes the report into an 80 column, full sized report (i.e. should not be printed on a standard 40 column receipt printer.) Costs, extended cost, gross margin and gross margin % were added. Release 7.06 February 4th, 2000 1. ** NEW ** Added "Print Amount Saved" on receipt which prints the total difference between your selling price and the retail price for the invoice (non-NEBS receipts only.) 2. Modified tax calculation for certain situations with on hold invoices. 3. Modified Password Functions Allowed feature for RPE. 4. Modified kit items to not print on receipts for on hold invoices that were recalled (if option is selected.) 5. Modified printing of customer statements. 6. Modified invoicing with discount levels. 7. Modified on account invoicing in retail touch screen. 8. Modified Customer Sales History report. Release 7.051 January 21st, 2000 1. Worked on the "Change Cashier Cash Drawer Location" feature. 2. Modified the "Grand Total by Date" report. 3. Modified the "Daily Gross Profit" report. 4. Worked on the serial number tracking screen. Release 7.05 January 18th, 2000 1. Modified the "Grand Totals by Payment Method" report. 2. Modified kitchen printing so it is easier to see which items are modifiers and which are not. 3. Modified receipt printing so it is easier to see which items are modifiers and which are not. 4. You can now type or scan in the customer number in the retail touch screen. 5. Non-NEBS receipts will now print the total # of line items on the invoice. 6. Modified Detail Daily Report. 7. The signature line will not print for on account invoices, whether or not "Print Account Balance" is turned on. Release 7.04 January 4th, 2000 1. Repaired the "Grand Totals by Payment Method" report. 2. Modified NEBS receipt. Release 7.03 December 31st, 1999 1. ** NEW ** Added salesperson ID option in the options screen under the invoice tab. If this option is enabled then it will prompt you at the end of the invoice for the salesperson ID. (salespeople must be set up as cashiers -- you then enter the salespersons cashier ID.) This allows you to track one person getting credit for a sale and another ringing it up on the register. 2. ** NEW ** Added "Grand Total by Salesperson" report to give the grand totals of each salesperson. 3. Modified kit invoicing. 4. ** NEW ** Added option in the options screen to have the account balance not print on the receipt. 5. Modified ASCII transfer. 6. ** NEW ** Added "Load Current PalmPilot Invoice" to the tools menu in the main invoice screen. This allows to to do an invoice on the PalmPilot (but not complete it.) You can then synchronize with this option selected and the invoice will appear right on the invoice screen. Release 7.02 December 20th, 1999 1. Modified Invoice Totals report for increased year 2000 compatability. Release 7.01 December 17th, 1999 1. Modified input validation in inventory screen (spaces, punctuation symbols not allowed in item number.) 2. Modified department maintenance. 3. Price entry is now required in the non-inventory screen. 4. Modified card swipe on Restaurant Pro Express login screen. Release 7.00 December 9th, 1999 1. ** NEW ** Fingerprint recognition security interface added. Instead of typing in their cashier ID and password the cashier can simply push their finger on the pad to log in. This is great for security in your store as you completely eliminate the risk of stolen passwords between cashiers. 2. Modified the Invoice Totals Report for year 2000 compatability. 3. Large quantities are now trapped for when invoicing so your cashiers have a decreased chance of making mistakes during invoicing. 4. ** NEW ** Improved Palm Pilot invoicing. Your salesman can do invoicing on the go with their Palm Pilot and transfer all their invoices to CRE 2000 when they return. 5. Improved tip interface for restaurants. Release 6.86 November 29th, 1999 1. Modified deleting items off the grid in CRE. 2. Modified adding items with modifiers in RPE. 3. Updated the time clock. 4. Worked on on hold invoices. 5. Improved the department maintenance search. Release 6.85 November 17th, 1999 1. Added "Change Department ID" function in the "Info" menu in the "Edit Department" screen. This will allow you to change the department ID for any given department. 2. Modified invoicing so that bulk pricing will calculate even if the items are not added at the same time (i.e. two separate scans.) This feature requires "Combine Lines" to be enabled in the Options Screen. 3. Modified pole display behavior on discounted invoices. 4. Repaired a few minor bugs on the invoice totals report involving rounding. Release 6.84 November 1st, 1999 1. ** NEW ** Added "Top Sellers" Inventory report which lists the 25 top sellings items in a user specified date range. 2. Modified kit receipt printing. Release 6.83 October 26th, 1999 1. ** NEW ** Added "Additional CC Type" under the "Credit Card Processing" tab in the Options Screen. This allows you to define your own credit card types (to be used for manual processing) in CRE 2000. 2. ** NEW ** Most Frequent Buyers report added -- this report will list the 10 customers that have shopped most in your store within a date range. This report can be found under "Customer Reports" in the "Reports" menu. 3. Some of the reports (the ones associated with customers) have been moved to the "Customer Reports" section of the "Reports" menu. The functionality of these reports remains the same. 4. ** NEW ** A cashier can now swipe a card programmed with their Swipe ID (which you set up in the Employee Maintenance screen) into the cashier ID or password box on the login screen. Upon swipe the cashier will be logged in. This allows for quicker login (a swipe instead of typing both the cashier ID and the password.) Release 6.82 October 22nd, 1999 1. ** NEW ** Added "Max Balance" for customers. If enabled (in the options screen) customers will not be allowed to charge any amount on their account greater then their max balance. 2. Modified payments of multiple invoice balances in A\R screen. 3. Modified kits to refresh the drop down list immeduately upon add. 4. If an item with quantity x is sold with modifiers, all the modifiers will have quantity x as well. 5. Worked on Time Clock feature from the restaurant login screen. Release 6.80 October 12th, 1999 1. ** NEW ** Added "Gross Margin" calculation to Inventory Maintenance screen. 2. Modified adding inventory to refresh the drop down list immediately upon add. 3. ** NEW ** Added "Labor Scheduler" under the tools menu. 4. ** NEW ** Added "Wage Calculator" under the tools menu. 5. Modified Purchase Orders Maintenance printout to include quantity received. 6. ** NEW ** Detailed Daily Report can now be run over a date range. 7. ** NEW ** Added "Invoice Totals by Customer" report which displays all invoices in a given date range sorted by customer last name. 8. Modified receipt totalling. 9. Modified Deadbeat Control. 10. Centered title on Late Rental Report. 11. The hourly wage now saves in the Employee Maintenance screen. 12. Modified recalling tables in RPE. 13. Fixed the problem occuring when you tried to delete an item from a kit. 14. Optimized the scheduler. 15. If you recall a voided invoice and reprint it, it now says voided invoice on the top. 16. Modified invoice totals report with multiple tax rates. 17. Repaired the void invoice function in RPE. 18. "Clear Transactions from Database" now clears all account transactions and clears all customer balances to zero. 19. Modified adding inventory. 20. Fixed bug in RPE 2000 for when someone attempt to add over 99 items to the grid. Release 6.73 September 3rd, 1999 1. Modified NEBS receipt printing. 2. Repaired updating customers. Release 6.72 September 2nd, 1999 1. ** NEW ** Receipts printed to a Star TSP200 series receipt printer will a barcode for the invoice # on the bottom of the receipt. This requires you have the Star TSP212J printer driver installed (available from www.starmicronics.com). The driver must be set to print directly to the printer (in the spool settings of the print driver) and 80mmx1 paper size. 2. Repaired serial number tracking interface. 3. Modified on account invoicing. 4. Modified Matrix Quantity report. 5. Worked on purchase order generation. 6. The DDR has been repaired to print the accounts receivable information. 7. ** NEW ** Added the "Employee Maintenance" screen, which allows you to add\edit employees (cashiers) and set up their hourly wages. 8. ** NEW ** Added in a time clock (accessible to both general retail stores and restaurants) which allows employees to clock in\clock out. Employees can also be classified in different departments for reporting purposes. Restaurant employees are prompted for the amount they collected in tips when they clock out. 9. Modified department screen to include an employee type department. 10. ** NEW ** Tips and Wages report added. This report, which can be generated for a specific cashier or employee department, displays the total wages earned and tips collected in a user-defined date range. 11. Repaired serial number sales report. Release 6.71 August 20th, 1999 1. Upgraded to Crystal Report v7.0. 2. Fixed problem in Quick Books Sales Pass screen. 3. ** NEW ** "Authorized Members" added to the "Account Info" tab in the Customer Information screen. With this feature you can list the names of the people allowed to charge on a customer's account. When you select a customer for an on account invoice, the list of the people allowed to charge is displayed on the screen. 4. Modified Purchase Order Generation screen. 5. ** NEW ** A\R Payment export added to the ASCII Transfer screen. You can now export payments into a text file and have this file e-mailed to any valid e-mail address. This feature can be found under the 'Export Invoices' tab in the 'ASCII Transfer'. Release 6.70 August 10th, 1999 1. Redesigned Department Maintenance screen. 2. ** NEW ** "Display on Touch Screen" option added to the Department Maintenance screen. If this option is not selected then the department will not appear as a selection on the Restaurant Pro Express touch screen. 3. ** NEW ** Upgraded CRE 2000 to Access 2000 with the new Jet Engine 4.0. This allows for faster data processing. Access '97 databases will still work if you choose to use them. 4. In the Customer Maintenance screen, the current account balance is now displayed below the customer's name in the lower left hand corner. 5. Rental Reports --> Late Rentals Report now includes the customer's phone # displayed or printed right on the report. 6. If you select a customer with a balance then the customer's balance is now displayed right on the invoice screen. You need to enable Deadbeat Control in the Options Screen to use this feature. 7. Modified accounts receivable statement to include a payment details section -- basically listing all payments in the order they were made. These payments are relisted a second time by each invoice. 8. Modified automatic cost markup in the "Inventory Maintenance" screen. 9. Modified general retail touch screen. 10. Repaired the "Check Database" function. 11. Fixed the problem occuring when you had 99 items on an invoice. 12. Modified deleting items off a discounted invoice. Release 6.67 August 2nd, 1999 1. Modified customer label printing in customer screen. This option can only be chosen by a cashier if they have permission to print reports. 2. Modified "Accounts Receivable" section. The a\r statement has been enhanced to include all invoice and transaction information with a much simpler look. 3. "Customer Payment Transaction" and "Invoice Payment Transaction" tables have been combined into one table "AR_Transactions". 4. Modified Vendor Sorting in Inventory Screen. 5. Significant speed enhancements for databases with a large amount of inventory items. Both loading the program and invoicing are effected by these enhancements. Release 6.65 July 16th, 1999 1. Added "Change Customer #" function in the "Info" menu in the "Edit customer" screen. This will allow you to change the customer number for any given customer. 2. Added additional Epson TMU 295 support. 3. Modified inventory search by item name. 4. Modified kit invoicing. 5. Modified NEBS receipt printing. 6. ** NEW ** Added default payment type option which allows you to automatically set the default payment type to on account when you select a customer. 7. Modified ASCII importing. If an item name is not included in the import file and the item already exists then it will keep the current item name (and department.) Release 6.642 July 6th, 1999 1. Modified entry of the network support password. Release 6.641 July 2nd, 1999 1. Fixed vendor display in the inventory maintenance screen. 2. Modified rental item invoicing. 3. Modified non-inventory item invoicing. 4. Repaired the clear transactions from database function. 5. Modified Split Tender invoices to work with Express Manual credit card Processing. 6. The "Invoke Quick Books" function in the "Quick Books Sales Interface" now works for all versions of Quickbooks. 7. ** NEW ** You can now set up your cashiers with permission to print the Detailed Daily report but to not print other reports. Release 6.64 June 23rd, 1999 1. ** NEW ** Brand new inventory maintenance screen including the following features: -- Easy to learn, easy to use tabular user interface -- Numerous speed enhancements over the old screen -- Profit and retail discount percentages displayed right on the screen -- A complete sales history that can be generated right on the screen -- Instant PO feature allowing you to add additional stock at a new cost. CRE will then automatically calculate the average cost of this item. -- # of barcodes to be printed field added onto the inventory screen. This allows you to mark the item for barcode printing (which can be done through Bar Code Express) 2. ** NEW ** Average cost method added. If you are receiving an item into stock ta a new cost, CRE 2000 will automatically change the cost of this item to the average cost you have paid. This method is used when receiving stock from instant PO's through the inventory maintenance screen and also within the main Purchase Orders screen. The average cost method can be enabled and disabled through the options screen. 3. Modified the Accounts Receivable Transaction Detail report. 4. Modified the scheduler screen. Release 6.63 June 3rd, 1999 1. ** NEW ** Added in a scheduler tool that allows to to schedule appointments by cashier ID. This can be accessed through the tools menu in the main invoice screen. 2. Modified changing quantities on the invoice grid. 3. Updated inventory search in the edit inventory screen. 4. Improved the modifier item interface. 5. Changing the tax rate now goes into effect immediately instead of having to restart the program. 6. "Duplicate Lines" option changed to "Combine Lines" 7. Modified A\R Details reports. Release 6.62 March 9th, 1999 1. ** NEW ** Added 3 new split tender types -- Cash \ On Account -- Check \ On Account -- Credit Card \ On Account 2. Cash drawer now pops open for cash account payments. 3. On Account invoices now have a cancel option before completion. 4. ** NEW ** The invoice export file created through the ASCII Transfer screen can now be automatically e-mailed to the e-mail address specified in the options screen. This requires that a MAPI-Compatible e-mail client be installed and set up to send and receive e-mails (ex. Netscape Mail) Release 6.611 March 5th, 1999 1. Modified negatively priced inventory entry. 2. Modified recalling on hold invoices. 3. Duplicate button repaired for rental items in the inventory screen. 4. Modified invoicing on account sales. 5. Invoice discounts are now entered as 10 for 10% instead of .1 6. Modified Restaurant Pro Express invoicing. 7. Modified Taxed\Tax Exempt invoicing. 8. Updated Detailed Daily Report. Release 6.60 April 12th, 1999 1. Modifed IC Verify interface. 2. ** NEW ** Modified Purchase Orders Maintenance to include label printing to the Bar Code Blasters for received items. The labels are 1" x 1" split paper labels (COG-231 DTS.) 3. ** NEW ** Modified "ASCII Transfer" screen (previous "ASCII Export") to include two new features: -- Exporting invoice information -- Importing customer account balances and balance adjustments 4. Switch to toggle line item duplication added. 5. Modified recalling invoices. Release 6.59 March 25th, 1999 1. Modified ship-to information to allow 8 characters in the ship-to telephone number field. This will allow for a dash in the phone number. 2. Modified Accounts Receivable -- Invoice Detail report. 3. Modified IC Verify force interface. 4. Modified PO generation screen. Release 6.58 1. Modified IC Verify interface. Release 6.57 March 4th, 1999 1. Modified invoicing non-inventory items 2. Modified "Select Modifiers" screen. 3. Select Industry info prompt no longer gives you an error 13 if you hit cancel. 4. Repaired Accounts Receivable -- Invoice Details report. 5. Modified verifying even CC Amount through IC Verify. 6. Deleting the only line in the touch screen no longer gives you an error 9. Release 6.56 February 26th, 1999 1. Modified Accounts Receivable statements. 2. Modified Detailed Daily Report. 3. Re-added "Select for Current Invoice" check box to customer screen. 4. Modified Hobart Weight Scale interface. 5. Modified kit inventory control. 6. Non-inventory names will now once again be displayed on recalled invoices. 7. Modified voiding invoices. 8. Modified Split Tender invoices. Release 6.55 February 22nd, 1999 1. Modified touch screen invoicing. 2. Modified Inventory Report -- Current value. 3. Modified Options Screen. 4. Modified Tax Exempt invoicing. 5. Updated Accounts Receivable system. Release 6.54 February 15th, 1999 1. Modified deleting items from an invoice. Release 6.53 February 12th, 1999 1. Modified Touch Screen to not require cashier log in. 2. Modified grid price changes in the main invoice screen. 3. Modified printing on account invoices. 4. Modified recalling invoices. 5. Modified invoicing kits. 6. Repaired the customer membership info report. Release 6.52 February 2nd, 1999 1. Modified automatic conversion. Release 6.51 January 29th, 1999 1. Modified Options Screen. Release 6.50 January 24th, 1999 1. ** NEW ** "Add Port Address" added to "Select Printers" screen. This allows you to specify a networked port address (ex: //server/hp4000). Using this allows much greater flexibility in printer placement and setup for restaurant environments. 2. ** NEW ** "Print Kit Items" added to the "Invoice" tab in the "Options Screen". Disabling this option means that the individual items in a kit will not print on the receipt (but will still appear on the screen). 3. ** NEW ** Customer screen remodeled in tabular format. The new screen is faster and more user friendly. 4. ** NEW ** "Club Membership Expiration Date" field added to the "Account Info" tab in the customer screen. This is a reference field used to hold a date that a customer's membership expires (ex. expiration from a discount club or expiration date for a gym membership). The expiration date is also displayed when you hit the "More Info" button on the main invoic screen and you can generate a report including all customers and their club expiration dates. 5. ** NEW ** Item number field increased from 13 to 18 characters. 6. ** NEW ** Restaurant touch screen added. 7. Invoicing faster and more efficient. 8. ** NEW ** Check validation added -- you can now have the option to print the invoice number, date and grand total on the back of a check. This function requires a specialized printer. 9. ** NEW ** Added "Express Manual Processing" to the "Credit Card Processing" tab in the "Options Screen". This option will allow you to record an invoice as a credit card purchase without having to enter the credit card information. The credit card type will be recorded as "None". Release 6.30 December 21st, 1998 1. Modified touch screen interface to include easier number entry. 2. Modified touch screen interface to include easier credit card info entry. 3. Implemented "Restaurant Features" tab in the option screen. Some options from previous versions were moved to different tabs within the options screen. 4. ** NEW ** Implemented "Auto Tipping" feature which can be activated in the options screen (under the "Restaurant Features" tab.) When this feature is enabled and you are using touch screen invoicing you will be required to enter the number of people in the party when you put the invoice on hold. CRE 2000 will automatically apply a 15% tip (can be changed) for parties over a certain specified size. 5. ** NEW ** Added "Number of People Served" report which gives you the total number of people served in a day (when recorded through touch screen invoicing) 6. Epson TM 300 autocut support added. 7. Casio SA-5100 Pole Display support added. 8. If using IC Verify, force transactions will now call up IC Verify and post the transaction. 9. Modified tip report. 10. Modified the "Modifier Selection" screen to support unlimited modifiers. 11. Modified "Monarch Ticket" and "Monarch Voucher" printing. 12. Modified item searching from the main invoice screen. 13. Modified mailing labels utility. Release 6.02 October 14th, 1998 1. Modified touch screen interface. 2. ** NEW ** Added in Server Tips report. 3. Modified IC Verify interface. 4. Modified various reports. 5. Modified kits. 6. Modified Quickbooks Sales Pass for discounted invoices. Release 6.01 August 25th, 1998 1. Modified invoice printing. 2. Modified "Convert Database" function. Release 6.0 August 21st, 1998 1. Station ID from last login is stored between uses of CRE 2000. 2. ** NEW ** "Account Receivable" screen redone. The new screen is much simpler to use and has more functionality. Distinction between "Balance Adjustment" to directly change the balance and "Invoice Adjustment" to change the amount owed on an invoice. 3. Optimized the "Grand Total by Cashier" report for the year 2000. 4. Optimized the "Grand Total Sales by Department" report for the year 2000. 5. Optimized the "Grand Total Sales by Item" report for the year 2000. 6. Optimized the "Grand Total of Tax Exempt Sales" report for the year 2000. 7. Optimized the "Inventory Report-Daily Itemized Sales" report for the year 2000. 8. Optimized "Purchase Order Generation" screen for the year 2000. 9. Optimized "Purchase Orders Maintenance" screen for the year 2000. 10. Optimized "Quick Books Sales Pass" screen for the year 2000. 11. Optimized the "Customer Sales History" report for the year 2000. 12. Optimized the "Grand Total by Date" report for the year 2000. 13. ** NEW ** Ability to back up your database to PC America's internet FTP site (for an additional charge). This insures that if your data goes bad you have your latest backup off-site to get you back up and running in minutes. Release 5.44 August 3rd, 1998 1. Modified ship to info printing. 2. Modified cashier ID prompting. 3. Modified automatic conversion utility. Release 5.43 July 23rd, 1998 1. Modified Touch Screen interface. Release 5.42 July 16th, 1998 1. Modified printing recalled invoices. 2. The date on the invoice screen now changes if Cash Register Express is left on all night. Release 5.41 July 15th, 1998 1. Modified automatic conversion utility. 2. Modified inventory search in the Inventory screen to display more characters of the item name. Release 5.40 July 14th, 1998 1. ** NEW ** Added "modifier" items. In the second tab of the inventory screen you can select whether or not an item is a modifier item. You may then use the "Select Modifiers" button to select which modifiers can be selected for an item. When you add a modifier-enabled item to the grid you may then select which modifiers to apply to that item (ex. pickles can be a modifier for a hamburger.) 2. ** NEW ** Added "Select Printers" option in the inventory screen which allows you which port(s) the item will print to. For example, you can have a hamburger print to a kitchen printer while a beer prints to the bar printer. 3. ** NEW ** You may now include tips on credit card invoices. This option is on the "Invoices" tab in the "Options Screen". 4. ** NEW ** Added touch screen option which requires department selection before item selection (to make touch screen invoicing faster). This option can be enabled\disabled in the "Touch Screen" tab in the "Options Screen" 5. ** NEW ** Added touch screen option that allows you to hide modifer items on the touch screen (to make touch screen invoicing faster). This options can be enabled\disabled in the "Touch Screen" tab in the "Options Screen" 6. Modified the ASCII Importing option to allow you to select a default tax rate for all the items being imported. 7. Modified invoicing kits with override prices. 8. Modified deleting items from the invoicing grid. 9. Optimized the "Recall Invoice" and "Recall On Hold Invoice" functions (reduced the time by 75%, tested on a 12 meg database) 10. Integration of Restaurant Pro Express into CRE 2000. 11. Renamed the "Cash Drawer" setup tab in the "Options Screen" to "Hardware" 12. Moved "Pole Display Port" and "PD-1 ECR Scale" setup from the "Additional Hardware" tab to the "Hardware Tab". 13. Added "Convert Database" menu option to the "Utilies" menu in the Cashier logon screen. This function will perform all the database upgrades since the specified version in case your database has somehow gotten misaligned. Release 5.30 July 2nd, 1998 1. Modified 'Check Database' function. 2. Modified 'Print Last Invoice Processed' function. 3. Modified company information settings. 4. Modified item sorting. 5. Updated 'Automatic Conversion' utility. 6. ** NEW ** Added 'ASCII Importing' section which allows you to import delimited or non-delimited text. The text must in the following order: Item Name, Item Number, Cost, In Stock, Price, Department, Retail Price Release 5.21 June 25th, 1998 1. Modified pole display interface 2. ** NEW ** Added "Change Cashier Cash Drawer Location" which allows you to specify an override cash drawer location for each cashier. If no override is specified then it defaults to the station's set cash drawer location. Release 5.20 June 24th, 1998 1. ** NEW ** Accounts receivable transactions may now include descriptions (which will appear on the transaction details report of the a\r reports section.) 2. Balance adjustments can now be performed regardless of the balance. 3. "Restore Default Cashier ID" utility has been implemented directly into the "Check Database" utility. 4. Modified rental "Deadbeat Control" 5. Modified the "Late Rentals Report" report. 6. Modified the "Rentals Currently Rented" report. 7. Modified the "Rentals in Store" report. 8. Modified the "Rental History" section. 9. Modified deleting inventory items. 10. Modified duplicating rental inventory items. 11. Modified full size receipt printing. 12. ** NEW ** Added Groups to CRE 2000. Groups can be created and deleted in the "Group Maintenance" screen in the "Inventory" menu. Each inventory item can now be assigned a group, size and color. Groups are similar to departments in that they track numerous different items under one category. 13. ** NEW ** Added "Inventory Report-Matrix Quantity" which will prompt for a group and display, in matrix format, all the items in that group categorized by their size and color. 14. Modified invoicing procedures. 15. Modified Price Check function. Release 5.184 June 10th, 1998 1. Modified general invoice notes to include 10 lines (up from 3). 2. Modified quick books sales interface. 3. Modifed recalling invoices to display non-inventory item desriptions. 4. Optimized the "Generate Invoice Totals" report for the year 2000. 5. Optimized the "Grand Totals by Payment Method" report for the year 2000. 6. Modified "Look up Customer" function. 7. ** NEW ** Single user version now allows unlimited cashiers. Multi-user versions now have 'Station IDs' -- each station must have its own unique ID. Release 5.183 June 3rd, 1998 1. Modified file list distributed with CRE 2000. 2. Modified accounts receivable section. 3. Grid entry now allow 0 dollar price change. 4. Modified inventory screen for increased effiency. Release 5.182 May 28th, 1998 1. Modified IC Verify interface for manual credit card number entry. 2. ** NEW ** Added in sale dates for an inventory item. In the edit inventory screen, you can now enter the sale start date, end date and percentage off. When you sell the item within these dates the sale price will be applied instead of the normal price. Release 5.181 May 26th, 1998 1. Modified customer discount levels. 2. ** NEW ** Customer account balance before and after the sale appears on all on account invoices. Release 5.18 May 22nd, 1998 1. Cash drawer no longer opens for on hold and voided invoices. 2. Modified re-putting invoices on hold. 3. Modifed purchase orders generation print out to print the entire 30 characters of the item name (it used to truncate the item name to about 20 characters). 4. "Check #" box removed from the accounts receivable screen. You will now be prompted for the check number when you hit the update button. 5. Kit system modified. Kits with no override prices will ignore the tax option in the kits screen. Instead CRE 2000 will calculate the individual tax on each item in the grid. 6. The "X" will now only exit the program if there is no items on the grid. If there are items on the invoice grid so far you must first either delete the items, void the invoice or complete the invoice. 7. Changing data in the grid is done differently now. In the grid, go to the price or quantity you want to change, hit any letter or number key and then type in your new quantity or price in the input box. 8. Modified touch screen non-inventory items. 9. The "Find" button will now focus in the item scan box after you have selected the customer. 10. Late rental returns will now be taxed if the rental is taxed with tax 1. 11. Late rental returns will now display the first 22 characters of the item name when invoiced. 12. Modified Quick Books Sales pass to correctly calculate tax 1 amount. 13. Regulated backwards shifting of items in touch screen. 14. Upgraded some DLL files to improve the performance of reports. 15. Updated all Data Widgets utilities to Data Widgets 3.0. 16. Modified "Check Database" function to perform checks for the cash customer and non-inventory item. 17. Modified IC Verify interface to better accomodate track 2 swipes. 18. The invoice grid will now allow up to 99 items per invoice (increased from 40). 19. Modified accounts receivable screen to make a\r transactions easier. Release 5.17 March 13th, 1998 1. Modified inventory grid to display all characters in the item name. 2. Modified inventory screen related to currency amounts going to the third decimal place. 3. Modified detailed daily report to be faster and more efficient. 4. ** NEW ** Voucher printing available. Voucher worthy items will print a voucher to the Monarch 9820 (ex. a voucher that you can give a customer so they can pick up a pair of roller skates at a different counter) 5. ** NEW ** Touch screen interface available. The touch screen has 40 item buttons at a time and allows you to scroll through all of your inventory. Most invoicing functions can be done from the touch screen. The touch screen feature is a separate feature that will soon be modularized. 6. Modified tax rates to now allow tax rates below 0.1%. 7. Modified "Open Cash Drawer" password entry to include a cancel button. 8. Modified inventory screen search. 9. ** NEW ** Added "Rental History" report within the reports menu. 10. Modified purchase order generation to scroll down as you add the items. 11. Modifed customer last name search in the edit\find customer screen. 12. Telephone number now printed on receipts when a customer is selected. Release 5.16 January 19th, 1998 1. ** NEW ** Bulk quantity feature added. Example -- can of soup for $ 0.50 or 3 cans for $ 1.00. Bulk quantity can be set in the "Additional Info" section of the inventory screen. 2. Modified inventory screen into tabbed format. 3. Modified Quick Books Sales Pass. 4. Modified item number entry in the add inventory screen. 5. Modified accounts receivable open\close account dates in invoice screen. 6. ** NEW ** Line item discounts added. This allows you to discount one specific line on the invoice. To use this, add an item to the invoice, select "Line Discount" from the "Invoice" menu, enter the line number of the item (i.e. 2 for the 2nd item on the invoice) and then enter the percentage to discount (to discount 15% enter 15). 7. ** NEW ** "Days Valid" field added to the inventory screen. This can be used to specify how many days an item is valid for -- for example, a theme park pass can be valid for 3 days. 8. ** NEW ** "Inventory Report -- Current Items" report added to the inventory reports. This will list all items that are currently valid. 9. Modified "Find Customer" feature to properly display account balances. Release 5.15 December 23rd, 1997 1. Modified "Daily Sales by Dept" inventory report. 2. Modified "Print Grand Total by Cashier" report 3. Modified "Items by Vendor" inventory report 4. Added "Check Database" function under the "Utilities" menu in the Cash Register ID screen. This function checks the data in your database for any errors that may cause problems at a later time. 5. Modified cost recording for kit items. Release 5.14 December 10th, 1997 1. Modified Ship To Address screen. 2. Modified Accounts Receivable -- Customer Statements report. 3. Worked on Inventory Reports -- Item by Vendor. 4. **NEW** Added interface for the ECR Interface Scale (PD-1 Model). The ECR Interface Scale feature can be activated by going to the options screen and selecting the COM port that the scale is attached to. The ECR Scale's COM port can be chosen in the "Additional Hardware" tab in the Options screen. When activated, a button with a "W" on it will be visible to the left of the quantity box. Put an item on the scale, push the "W"eigh button, and the quantity will be taken from the scale and placed into the quantity box. (shortcut +) After this, type or scan in the item number and the item will be added to the invoice with the weighed in quantity. 5. Pole Display COM port selection was moved to the "Additional Hardware" tab from the "Pole Display" tab in the options screen. 6. Modified returns on kits involving override prices. Release 5.13 November 11th, 1997 1. Worked on editing rental inventory items. 2. Modifed "Look up Customer" function for when you print the old invoices. 3. Modified adding kits to invoices. 4. **NEW** Added interface to work with Delivery Express. Delivery Express allows portable invoicing using the Psion Workabout. Inventory and customers can be transferred to the Workabout. The workabout can then be brought anywhere to invoice and print receipts to a laser printer. Once completed the invoices are all transferred back to CRE 2000. 5. Worked on Inventory -- Customer Sales History report. Release 5.12 November 3rd, 1997 1. Worked on adding kits to invoices with the pole display enabled. 2. Worked on completing invoices with prepaid back order items on them. Release 5.11 October 27th, 1997 1. Modified Customer Sales History report. 2. Focus is now returned to the invoice screen after changing cashiers using the "Change Cash Register ID" option in the "Setup" menu. 3. Modified Grand Totals by Date report to be faster and also function correctly on days where the only invoices completed are discounted invoices. 4. Corrected overflow problem that was happening when a large hex number was used for an item number or an item name in the inventory screen. 5. Corrected problem in kitting screen where the tax and override price would be changed after updating a kit and scrolling through the others. 6. Corrected problem where only the first vendor could be edited. 7. Worked on "Look Up Customer" 8. Modified invoices involving returned discounted items. 9. Modified IC Verify credit card authorization when used from the accounts receivable screen. 10. Cashiers who are barred from adding or editing inventory can no longer scroll horizontally on the grid. Release 5.10 September 9th, 1997 1. Worked on searching by item name. 2. Worked on inventory reports- alphabetical, numerical and reorder. Release 5.09 August 29th, 1997 1. Worked on accounts receivable invoices. 2. Accounts receivable invoices now process faster. Release 5.08 August 28th, 1997 1. Modified "Grand Total of Tax Exempt Sales" report to include only completed invoices. 2. Modified "Grand Total Sales by Dept" to include only completed invoices. 3. Modified "Grand Total Sales by Item" to include only completed invoices. 4. Modified "Review Inventory for Vendor" in the Purchase Orders Generation screen. 5. Express Input screen can no longer be used by cashiers that do not have proper access to adding or editing inventory (which is set up through the Password Functions Allowed screen) 6. Worked on adding and editing departments. 7. Modified discount section on Detailed Daily Report. 8. Speed optimizations in the Detailed Daily Report. Release 5.07 August 12th, 1997 1. Modified split tender to function correctly with IC Verify. 2. Added "Grand Total of Tax Exempt Sales" report (under the Reports menu) which generates a popup box display the total of tax-exempt AND taxed sales within a specified date range. 3. Added "Grand Total Sales by Item" report (under the Reports menu) which generates a popup box displaying the total dollar amount and quantity sold for a specified item and within a specified date range. 4. Modified "Grand Total Sales by Dept" report (under the Reports menu) to generates a popup box displaying the total dollar amount and quantity sold for a specified department and within a specified date range. 5. Fixed null value problems in accounts receivable customer statement. 6. Modified database structure of the 'In Stock' in the 'Inventory' table from Integer to Double. 7. Modified adding departments to function correctly when there are currently no departments. Release 5.06 July 31st, 1997 1. Modified Inventory Reports -- Daily Itemized Sales report. 2. **NEW** Added Rental system, changing the following: - Departments can now be Sale or Rental departments (which can be specified in the Add\Edit Department screen). Existing departments are Sale departments by default. - Rental items must have a rental department chosen. All rental items must have a department. - A customer MUST be chosen for invoices involving rentals. - Rental items may not be included in kits. - **NEW** Reports. Rental Reports -- Late Rentals, Rentals in Store, Rentals Currently Rented. - Return Rental function can be accessed through the inventory menu. - Deadbeat control. If deadbeat control is enabled (which can be done through the options screen) then you will be informed which items a customer has rented whenever they come into the store. 3. Modified Purchase Orders Generation screen so items all load as a group instead of individually. This speeds up loading this screen noticeably if you have a large amount of inventory items. 4. Modified accounts receivable screen so invoices are properly ordered after ten thousand invoices. 5. Modified the Detailed Daily Report so it now prints accounts receivable payment information in a new section of the report. 6. Worked on accounts receivable invoices. 7. Modified split tender to function correctly with IC Verify. Release 5.05 July 9th, 1997 1. Modified date boxes in the following screens to be 2000 compatible: - Detailed Daily Report - Customer Sales History - Quickbooks Sales Pass 2. Modified accounts receivable payments to not subtract from negative amount invoices. 3. Modified "Inventory Reports - Daily Sales By Dept" to run for a range of days instead of a single day. Name changed to "Inventory Reports - Sales by Dept" 4. **NEW** Inventory reports printed for specific vendors. Report is named "Inventory Reports - Items by Vendor" 5. Modified Accounts Receivable screen to display ALL transactions upon entrance. 6. Redesigned the Options Screen. 7. Moved Company Information setup to the Options Screen. 8. Worked on the "Look Up Customer" function. 9. Began work on making CRE 2000 fully compatible for the year 2000. 10. Began work on making CRE 2000 date formats fully compatible with all date formats (for international date formats). Release 5.04 July 1st, 1997 1. Worked on kitting. 2. Modified detailed daily report so returns now appear separately. 3. Modified accounts receivable customer statements to print all transactions. 4. Accomodated for discount in IC Verify when swiping credit card on Track 1. 5. **NEW** Price check function so you can check the price of an item without adding it to the invoice (use the F5 hotkey to jump to the price check screen) 6. Speedups in the following reports: - Grand Totals by Date - Grand Totals by Cashier - Grand Total Sales by Dept - Print Daily Totals on Receipt Printer - Inventory Report -- Daily Itemized Sales - Inventory Report -- Daily Sales by Dept - Inventory Report -- Customer Purchases 7. Worked on adding and editing ship to addresses. Release 5.03 June 16th, 1997 1. Initial load time drastically cut down, especially for large databases. 2. Loading of detailed daily report and back orders screens also drastically cut down. 3. Cut down the delay of viewing large purchase orders in the purchase order maintenance screen. 4. Maintenance done on customer history report, including speed optimizations. 5. Worked on printing on hold invoices. Release 5.02 June 6th, 1997 1. Main screen loads numerous times faster then it used to. 2. *NEW* Hobart weight scale compatability added. 3. Work done on the "Inventory Sales Summary" screen. 4. Cash Register ID screen, Detailed Daily Report screen both load noticeably faster. 5. Conversion Wizard upgraded to Visual Basic 5 32-bit programming. 6. Mailing labels utility upgraded to Visual Basic 5 32-bit programming. Release 5.01 May 22nd, 1997 1. *NEW* Upgraded to Visual Basic 5 32-bit programming. 2. Various optimizations for speed and efficiency. Release 4.05 April 16, 1997 1. New Feature - Cash Register Express is now capable of utilizing other currency symbols than the US Dollar ($). - If you are in a Windows 3.1x environment: o This can be done by modifying the, "Currency Format" in the "International" settings within your Control Panel. - If you are in a Win95 environment: o This can be done by modifying the, "Currency Symbol" in the "Regional Settings" within your Control Panel under the "Currency" tab. 2. New Report - "Inventory Report-Department/Inv Specific" 3. New Report Interface - The new report (...Department/Inv....) has a newly implemented interface to speed you through the processes and procedures to generate this report successfully. 4. Optimization made to the, "Total Breakdown by Payment Method" report. - The optimization put in place for this report, is that it is now capable of printing over to a generic text only printer successfully. o This is for the users who wish to print this report out, at the cash register. o This will also save time in not having to change over to an alternate printer. 5. New Feature - The Ability to enter a mark up percentage. - This feature can be located in the "Inventory" Menu Option. o Click on, "Cost Mark Up Percentage" - This feature impacts the adding of new inventory. - As long as the "Price" has no dolllar amount, it will be marked up by the percentage entered. 6. New Feature - added to the Detailed Daily Report - All On Account Transactions are posted on the Detailed Daily Report. 7. Enhancement made to the Detailed Daily Report. - Accommodations for same day returns. 8. Enhancement made to the Detailed Daily Report - Related to the individual printing of cashiers. 9. Enhancement - Restriction placed on the processing of Checks. - A maximum of 8 characters are allowed for the check number being entered for the Check transactions to be successfully completed. 10. Enhancement - Auto Conversion wizard. - Stronger smoother enforcement for the introduction of a newly introduce field being appended to the database structure. 11. Enhancements made to the Quick Books interface. Version 4.04 - March 5, 1997 1. Enhancements made to the, "Accts Receive - Transaction Details" report. 2. Optimization made to the, "Accts Receive - Customer Statement - Specific Customer" - A much more smoother and optimized approach has been implemented. - All items printed will be from the starting date to the present date. 3. On-Line help information provided for the, 'Customer Bonus Plan.' Version 4.03 - February 14, 1997 1. Enhancements made to the, "Total Invoice Report -- Completed" report. 2. Enhancements made to the Detailed Daily Report. 3. New Feature for NEBS Form. - Prior to version 4.03. You were not able to see the print out of customer information onto your NEBS form Invoices. You are able to do so now. - This is only achieved if the Customer is not your CASH customer ("101"). o If it is your cash customer or a CASH Transaction, you will get the original print out for NEBS printouts. Version 4.02 - February 5, 1997 1. **NEW**The ability to get the last processed invoice number. - This will facilitate in recalling Invoices. - This new feature can be found under, "Sales Information" o "Last Processed Invoice" 2. **NEW**The ability to print the last processed invoice. - This is easy and can be done with just a click of the mouse. You don't have to know what the last invoice number was. - This will help out in the matters of where the invoice was not printed. - This new feature can be found under, "Sales Information" o "Print Last Invoice Processed" 3. Enhancements are made to the Credit Card Transactions. Guidelines are placed in the Credit Card Transactions. - When 'Sales' are being processed only positive invoices will be accepted. - When 'Credits' are being processed only negative invoices will be accepted. 4. With this new feature all inventory items are accounted for. This new feature is very vital in the processing of Credit Card Transactions, this feature now answers the question on the return of products through, Credit Card Processing in, Cash Register Express. Note: Always have ICVerify in the background first before doing any ==== type of Credit Card Processing. (This is if IC Verify is selected in your Setup Options.) 5. Enhancement has been made to the Credit Card Transactions. 6. Credit Card Transactions are able to accomodate for the usage of Tracks I & II Credit Card Readers. This will allow for faster setup and live time. The need to program or to convert to a Track II Credit Card Reader has now been eliminated. 7. Password Protection has been placed in the, 'Clear Transactions from Database' feature in the utility menu. 8. Modification made to the, Splash Screen. - A reminder has been put in place, for the On-line help. HELP can be accessed by pressing the, F1 Key. 9. Enhancement to the Customer Search, by last name. 10. **NEW**The ability to add Customers to the Invoice Screen (main screen) as they are being entered as new or being edited. 11. Enhancements made to the printing of the Detailed Daily Report. 12. Auto Conversion. - An enhancement that will correct the database structure automatically. This is however dependent upon when the database was last changed. We don't intend to do so any time soon. Version 4.01 - October 17th, 1996 * Changes to Detailed Daily Report * Modification to Quick Books Sales Pass * Major optimizations to various parts of CRE 2000 1. Enhancements made to the interface from CRE to IC Verify - Smoother credit card processing. - You will no longer have to continuously press the < ENTER > until the transaction is processed. ***Note: ======== Please make sure that IC Verify is working in the background before any Credit Card Transactions are placed through. If you don't have IC Verify in the background. Please read the manual it is very informative on this feature. 2. New implementation to the A/C Receivable Payment Method. Prior to version 4.01 you were only able to accept cash, or check as a form of payment. With this version you are now able to accept cash, check, or Credit Card: - MasterCard - Visa - American Express - Discover - Other - None 3. Modifications were made to the printing of Invoice Discounted Receipts. 4. Modifications were made to the purchase orders. 5. Modifications were made to the Edit Customer Screen, in reference to searching. 6. Modification done on Adding/Editing Inventory items. The entry of, Cost... Price, & Retail... less than .10 (i.e., $ 0.01, $ 0.02) 7. Enhancement made to the conversion wizard. 8. Enhancement made to the Item Search in the Main Screen. Refering to the Quantity, section. 9. Enhancements made to the adding of quantity of zero. 10. Enhancements made to the Kits and Inventory items through the quantity entries. 11. Modifications made to the Kits and Inventory items that are populated into the invoice grid. - The Kits could be taxed or non-taxed. - The Kits will associated better with taxed or non-taxed Inventory items. 12. Enhancements made to the Account Receivable. - Some, "NULLS" were rectified in the Account Receivable. Version 4.00 - July 2nd, 1996 * 32-bit upgrade to Cash Register Express * * * Thank you for using CRE 2000 * * *