Upgrade Details Version 4.95 Option to confirm finalization of transaction before invoking Close Of Sale - Extra Details form [Close Of Sale - Extra Details form > Options] Option to display slip number in main form statusbar after closing transaction [Close Of Sale - Extra Details form > Options] Option to print contents of main form transaction window [Transaction window popup menu ... Print] Optional Flat style for main form [Preferences > Point Of Sale] Item barcode may be scanned directly into Description field of Current Order Pad [Edit > Current Orders] Refund, Credit Note and Petty Cash Pay Out reimbursement methods for cancelled lay byes [Transaction > Lay By > Pay/Collect] Loyal Customer Card: Option to suggest redemption of loyal customer points if customer's available points exceed a specified value [Preferences > Loyal Customer Card] New point redemption methods: Petty Cash Pay Out, Remove From Till or Redeem On Current Transaction [Edit > Loyal Customer Card > Redeem] E-mail and Birthday fields added to Loyal Customer database [Edit > Loyal Customer Card > Loyal Customer Database] Loyal Customer database report sorted on Birthday [Edit > Loyal Customer Card > Loyal Customer Database] Inventory Database: Utility to check availability of item code [Managerial > Inventory Database ... Item Code field popup menu ... Check Availability Of Item Code] Utility to check for duplicate item codes [Managerial > Inventory Database ... Item Code field popup menu ... Check For Duplicate Item Codes (All)] Option to check for duplicate item codes before posting record [Managerial > Inventory Database ... Item Code field popup menu ... Check For Duplicate Item Codes Before Post] Utility to check availability of barcode [Managerial > Inventory Database ... Barcode field popup menu ... Check Availability Of Barcode] Utility to check for duplicate barcodes [Managerial > Inventory Database ... Barcode field popup menu ... Check For Duplicate Barcodes (All)] Option to check for duplicate barcodes before posting record [Managerial > Inventory Database ... Barcode field popup menu ... Check For Duplicate Barcodes Before Post] Utility to export flagged inventory items to a CSV file, suitable for use by third-party programs that update inventory data on an electronic scale (e.g. Scale Link Pro® for Ishida® scale) [Tools > Item Labels ... Options > Export Utilities > Export Items With 'Own-Defined' Flag To CSV File] [Hand-Priced Items option must be enabled on the Barcode Scanning page of Preferences] Utility to export selected inventory items to a CSV file, suitable for use by third-party label printing programs (e.g. BarTender®) [Tools > Item Labels] New automatic re-ordering option: Top Up To Recommended Stock Level [Preferences > Stock Control] Optional non-standard slip format for account invoices [Preferences > Print > Print 1] Editable printed serial number descriptor (e.g. 'Serial number', 'Batch number', 'Expiry date') [Preferences > Print > Print 1] Option to select printer before printing custom report [Grid right-click popup menu ... Custom Report] Option to select printer before printing gift voucher [Edit > Gift Voucher > New] Tally-roll format for gift vouchers [Edit > Gift Voucher > New] Option to insert date-time in Notes field of current order pad [Edit > Current Orders ... right-click popup menu ... Insert Date-Time In Notes Field] Utility to create Branch Order file independently of Branch Data Summary file [Managerial > Multi-Branch > Branch > Create Branch Order File] Utility to merge Branch Order files independently of Branch Data Summary files [Managerial > Multi-Branch > Head Office > Merge Branch Order Files] Option to add sales tax to selling price on item labels in an exclusive sales tax environment [Tools > Item Labels ... Options] Session Transaction Exceptions [Managerial > Cashup > Session Transaction Exceptions] Staff Attendance: Multiple check-ins disallowed Utility to view staff members currently checked in [Edit > Staff Attendance > Currently Checked In] Editing capabilities in Staff Attendance Register [Managerial > View > Staff Attendance] New transaction database filters: Financial Transactions Only Non-Financial Transactions Only [View > Previous Transaction Details ... Filter] New stock control filters: Quantity In Stock Greater Than Recommended Stock Level Quantity In Stock Greater Than Maximum Stock Level [Managerial > Stock Control] New slow movers filters: By Department Code By Product Category By Supplier By Item Flag [Managerial > View > Sales Histories > Stock Movement > Slow Movers] New daily sales reports: Daily Sales - Last 28 Days (Grouped By Supplier) Daily Sales - Last 28 Days (Grouped By Manufacturer) Daily Sales - Last 28 Days (Grouped By Location) [Managerial > View > Sales Histories > Item Sales > Daily > Last 28 Days] Changes Sale discount disallowed on a zero or negative sale total If one or more item discounts have been allowed, sale discount is allowed on nett rather than gross amount Refund may be allowed after a sale discount has been allowed Ctrl Q to change item quantity prior to selecting item available in all search modes (previously only when searching on barcode) [Press Ctrl Q with cursor in Item Description, Item Code or Barcode edit box] Password required to charge to account after item or sale discount allowed Password to amend item quantity in main form now an option in Preferences (previously a session password). [Preferences > Security] Password to amend transaction details (amend quantity, override price or delete an item) after a promotion has been applied or after a discount has been allowed now a session password. Password required to cancel a transaction after a credit note or loyal customer points have been redeemed Printing of customer address in dot/matrix/thermal and Narrow (RTF) cash sale slips now optional [Close Of Sale - Extra Details form ... Options] Editable alternative title for Pick Lists (could previously only be selected from a dropdown list) [Preferences > Print] Option to select non-standard slip format for hire invoices moved from Hire page of Preferences to Print > Print 1 page of Preferences Option to retain current cashier after cashup (previously only New cashier or Clear cashier after cashup) [Preferences > Point Of Sale] Updating of item's date-time stamp in current order pad each time record is modified now optional [Preferences > Stock Control] Time stamp in current order pad now in 24-hour format to allow for correct sorting on date-time [Edit > Current Orders] Warning message no longer displayed at close of sale if one or more entries were added to the error log in the course of saving the transaction. Button to display total value of counted items at cost in previous stocktake form [Managerial > Stocktake > Previous > By Stocktake Number] Total value of counted items at cost displayed in previous stocktake report [Managerial > Stocktake > Previous > By Stocktake Number] Dual Currency mode: Amount tendered and change are displayed in both currencies Option to enter amount tendered in second currency in Close Of Sale - Extra Details form Fixes Invalid card flag is ignored when specifying Loyal Customer number. [Transaction > Loyal Customer Number] Free Item promotion: Comparison of selected quantity with buy quantity is made with Buy Quantity of the first item in the list rather than with Buy Quantity of the selected item. If Buy Quantity of the first item in the list is greater than selected quantity, Free Item promotion is not applied. [Managerial > Edit > Promotions > Free Items] If promotion on an item has expired (not within the specified date range) the Free Item promotion is not applied within the transaction but is still written to the Free Item promotion history table. [Managerial > View > Sales Histories > Promotions > Free Items] File holding additional slip print lines, if edited from Print page of Preferences form, is saved in Rich Text rather than the required ASCII format. [Preferences > Print] Various optimizations Full build of Version 4.95 released. Version 4.96 Optional bitmap in far right-hand panel of the main form when maximized at high resolution (displayed if suitably-sized bitmap rp_logo.bmp is present in the c:\sa\ directory). Reminder is displayed if selected loyal customer's birthday falls within ten days of the current date [Transaction > Loyal Customer Number] New Loyal Customer report: Loyal Customer Database (By Birthday - Day And Month) [Edit > Loyal Customer Card > Loyal Customer Database] Print grid options: Quantity Before Description Suppress Selling Price [Main-form right-hand pane popup menu ... Print Grid] Employee bitmap is displayed when an employee checks in or checks out if bitmap image is present in the c:\sa\bitmaps\ directory on the server) [Edit > Staff Attendance > Check In] [Edit > Staff Attendance > Check Out] Notes option off the system menu of the Customer Database form [Managerial > View > Customer Database] Changes Cash Book, Creditor Payments and Banking modules moved to Financial sub-menu [Managerial > Financial] Transaction voids no longer restricted to day of transaction [Transaction > Void Previous Transaction] In a network environment, employee bitmaps need only be stored in the c:\sa\bitmaps\ directory on the server (previously had to be present on the server and all terminals) [Managerial > Edit > Staff Register] Fixes Pressing the Enter key in the Quantity edit box of Stock Receiving does not move the cursor to the Cost Price edit box [Edit > Stock Receiving] If a credit note is issued on an exchange, the credit value is reflected as a negative rather than a positive value. [Transaction > Exchange] With Check Quantity Before/After Selection Of Item enabled, warning box is repeatedly displayed, regardless of the user's choice. [Preferences > Point Of Sale 1] Gift voucher option Must Redeem For Goods is deselected each time Preferences form is loaded [Preferences > Gift Vouchers] Various optimizations Full build of Version 4.96 released. Version 4.97 Significantly faster loading of additional price levels [View > Additional Price Levels] Utility to save closing stock [Managerial > View > Stock On Hand > Closing Stock > Save] [Managerial > Cashup ... Options > Save Closing Stock] Option to archive stock receiving tables [Managerial > View > Stock Receipts > Current] [Managerial > View > Stock Receipts > Previous to view archive] Optional view-only access to inventory item memos from main form popup menus [View > Item Information > Memo > Properties > Allow View-Only Access From Popup Menus to enable] [Popup menu ... Item Memo to view] Utility in Sale Discount form to calculate the discount necessary to get a desired sale total [Press Ctrl Enter in the Sale Discount edit box] Time Captured field added to stock receiving header table [Edit > Stock Receiving] Editable printed message on loyal customer's birthday [Preferences > Loyal Customer Card] New Loyal Customer report: Loyal Customer Database (By Birthday - Month) [Edit > Loyal Customer Card > Loyal Customer Database] Option to make Any Items promotion type mutually exclusive with other promotion types [Managerial > Edit > Promotions > Any Items] Changes Duplicate Username disallowed in staff register [Managerial > Edit > Staff Register] Retail value of inventory items with a negative selling price (e.g. empty bottle returns) shown as positive rather than negative value [Managerial > Stock Control] [Managerial > View > Stock On Hand > By Item Description] Operator prompt on or near selected loyal customer's birthday now optional [Preferences > Loyal Customer Card] Fixes All currently checked-in staff members are checked out when a staff member checks out [Edit > Staff Attendance > Check Out] Double-clicking on item in Price Lookup form doesn't select item for transaction in Preset mode Quantity in stock of inventory item with negative selling price is decremented, rather than incremented, if composite items active When printing labels from the Stock Receiving module, the statusbar in Select Label Style form displays a zero for the number of labels that will be printed. Computed item quantity with more than two decimal places (e.g. weighed items) causes misalignment of Amount field in pole display and sales slip Main form buttons are not re-enabled if operator elects to return to transaction from close of sale Cashier or Salesperson form Various optimizations Version 4.98 Option to highlight items with special selling price in main form left-hand pane [Left-hand pane popup menu ... Properties > Highlight Items With Special Selling Price] Optional tally-roll format for stock receiving reports [Edit > Stock Receiving ... Options] [Managerial > View > Stock Receipts] Various optimizations Version 4.99 Use Last Report Footer option for custom reports (Allows same report footer to be used for all custom reports) [Grid right-click popup menu ... Custom Report] Option to specify alternative delivery details for wide-format account and hire invoices [Main form Print button ... Alternative Delivery Details] Option to select customer from general customer database in Customer To-Follows form [Edit > Customer To-Follows ... double-click or press Ctrl S in Name field] Notes option in Customer To-Follows form [Edit > Customer To-Follows] Option to adjust size and font of Windows® elements (title bar, menus, scroll bars, message boxes) to those required by ShopAssist [Preferences > Advanced ... Windows® Schemes and Themes] New Calculator operators and functions: Percentage Add Tax Remove Tax Tax Rate Mark Up Cost Price Utility to capture local printer port and send output to a shared printer on the network [Preferences > Print > Advanced Dot-matrix/Thermal Settings] Utility to view shared resources on computer [Managerial > Network > View > Shared Resources] Utility to view current network connections [Managerial > Network View > Current Connections] Utility to test network connection [Managerial > Network > Utilities > Ping] Automated dial-up connection to head office server, as per parameters specified on Remote Connections page of Preferences [Managerial > Multi-Branch > Establish Dial-up Connection To ] Dial-Up networking monitor [Managerial > Network > Dial-up Networking > Dial-up Networking Monitor] Changes Password required for Exchange petty cash pay in (customer owes money) [Transaction > Exchange] Password required to cancel Exchange petty cash pay in or pay out [Transaction > Exchange Password requirement for zero or negative sale total now optional (Default: Deselected) [Preferences > Security] If highlighting of flagged items is enabled in main form, discontinued items ('D') are highlighted in yellow and fridge items ('F') are highlighted in light blue. [Main form left-hand pane popup menu ... Properties > Highlight Flagged Items] Fixes Double-clicking on item in Price Lookup form doesn't select item for transaction if item description is a single word Double-clicking on item in Quick Select form doesn't select item for transaction if item description is a single word If Dual Currency mode is enabled, Price Override does not adjust second currency price [Main form right-hand pane popup menu ... Price Override] Runtime error when running Profit Margins - By Supplier report [Managerial > View > Sales Histories > Item Sales > Profit Margins] Various optimizations Full build of Version 4.99 released. Version 5.00 Calendar planner [Tools > Calendar planner] Expression evaluator - allows evaluation of expressions of the form (((12.50*3)+(14.00*6))/9)*1.5 [Tools > Expression Evaluator] [Calculator system menu ... Expression Evaluator] Customer special orders module [Edit > Other Orders > Customer Special Orders] Average Cost Price option in Markup Calculator [Tools > Markup Calculator] Active Till Cancelled option for additional price levels 3 to 8 [View > Additional Price Levels] Other Costs field added to stock receiving header table [Edit > Stock Receiving] Ellipsis button to add sales tax to cost price now available in all sales tax environments (previously only in Inclusive Single-Level sales tax environment) [Edit > Stock Receiving] Ellipsis button to add sales to selling price [Edit > Stock Receiving] Option to update Recommended Markup in inventory database if markup has changed in Stock Receiving module [Edit > Stock Receiving ... Options] Old Markup (%), New Markup (%), Markup Variance (%), Old Margin (%), New Margin (%) and Margin Variance (%) calculated fields added to Stock Receiving and Stock Receipts modules [Edit > Stock Receiving] [Managerial > View > Stock Receipts] Report displaying total input tax, total output tax and the differences between the two, for a given date range [Managerial > View > Cashup Data > Sales Tax > Input/Output Tax] Cashup options: New filter: Strip VAT From Retail Values For Profit Margins Save adjusted cashup values to Cashup log Use selected sales tax filter as default (previously had to be selected each time the Cashup form was invoked) [Managerial > Cashup ... Options] Option to include Transaction Totals report in Quick Cashup [Preferences > Cashup] Option to include sales tax raised on account sales in tax total [Preferences > Sales Tax] [Managerial > Cashup] PIN Number field added to account customer database [Accounts > Customer Database] Option to specify alternative delivery details for all account and hire invoices (previously had to be invoked on a per-invoice basis) (A4 and Letter slip format only) [Main form Print button ... Alternative Delivery Details > Active Till Cancelled] Database grid options: Search all columns (previously only selected column) [Grid right-click popup menu ... Search > All Columns] View selected database record in vertical grid [Grid right-click popup menu ... Selected Record In Vertical Grid] Highlight selected cell [Grid right-click popup menu ... Customize > Highlight Selected Cell] Copy adjacent column settings [Grid right-click popup menu ... Customize > Copy Adjacent Column Settings] E-Mail field added to hire customer database [Transaction > Hire > Hire Customer Database] Option to highlight items in inventory database by Department, Product Category, Supplier, Manufacturer or Item Location [Managerial > Inventory Database ... Filter > Highlight Only] Option to display on-screen keypad in Password form [View > Keyboard Remapping > Show Keypad In Password Form] Size and Sort options in Quick Select form [Right-click popup menu] Selectable fonts in Notes module [Edit > Notes] Support for JPEG item image files [Preferences > Miscellaneous] Option to print item labels on a separate sheet for each item [Tools > Item Labels ... Options > Individual Label Sheets] Option to request parameters each time third-party on-line credit card processing application is invoked (Specify a question mark (?) as the command line parameter) [Preferences > Auxiliary Programs] Optional dedicated menu item (and button on the main form) to invoke user-defined third-party application [Preferences > Auxiliary Programs] Optional Flat Style for selected forms (previously only for the main form) [Ctrl Shift A to invoke application-wide popup menu ... Flat Style (Current Form)] [Hotkey: Ctrl Shift F] Optional Flat Style for calculator at startup [Preferences > Miscellaneous] Optional neon effects in calculator [Calculator ... Right-click popup menu] Pole display text options between transactions [Edit > Pole Display Text] New pole display special effects during idle time: Left slide (Loop) Random Fill Revolve Sparkle [Preferences > Peripherals ... Pole Display] Input/Output Sales Tax report [Managerial > View > Cashup Data > Sales Tax > Input/Output Sales Tax] Option to view/change COM port settings before testing a peripheral device [Preferences > Peripherals ... Test A Device] Utility to remap ASCII code of currency symbol before sending output to slip printer or pole display (Used if the ASCII code of the currency symbol in the Windows® character set does not correspond to the ASCII code of the character in the printer or pole display's code page) [Preferences > Currency] Option to copy and/or print item barcode bitmap [Managerial > Inventory Database ... Inventory Utilities > Barcode Bitmaps ... barcode image right-click popup menu] Department printers: Selectable font (previously used same font as sales slips) [Preferences > Customize 1 ... Map Department Printers] Option to suppress Selling Price [Preferences > Customize 1 ... Map Department Printers] Utility to add to existing count in remote stocktake module [c:\sa\remotest.exe] New custom item label: Avery 7651d.rpt (Smaller font and includes item code) [Tools > Item labels] Changes Item serial numbers, if entered, are saved along with other suspended sale details [Transaction > Suspend Sale] Items for credit requisition can be imported from the main form [Managerial > Credit Requisition > New] In conformity with behaviour for items with negative Selling Price or negative Special Selling Price, sale of items with negative Second-Tier Price increments rather than decrements quantity in stock. Password required to access hire customer database (Transaction > Hire > Hire Customer Database] Option to ignore suspended status when selecting hire customer [Main form ... New Hire] In a multi-branch environment, Head Office and Branch functions can be disabled independently of each other (previously, multi-branch functions could only be disabled or enabled as a whole) [Preferences > Customize] Default width of sub-total and total fields increased from eight to twelve characters on 40-column slip printouts Optional auto-initialization of DOS COM port settings to 9600,8,1,N for serial slip printers (Default: Enabled) [Preferences > Print > Advanced Dot-Matrix / Thermal Settings ... Auto-Initialize COM Port Settings At Startup] Optional auto-initialization of DOS COM port settings to 9600,8,1,N for pole displays attached to a serial port (Default: Enabled) [Preferences > Peripherals ... Pole Display ... COM Port Settings ... Auto] Extraneous details (company details, cashier, salesperson, footer text, etc.) are suppressed when printing to department printers [Preferences > Print > Print 1] Fixes Item quantity prints in scientific notation if quantity has more than four digits after the decimal point In a network environment, stock receiving report cannot be printed from a terminal [Edit > Stock Receiving] After changing to an alternative database off the c: drive, certain stock receiving reports still draw their data from the c:\sa\ directory [Managerial > View > Stock Receipts] Pole display special effects during idle time freeze if focus moves away from the main form [Preferences > Peripherals ... Pole Display] Various optimizations Full build of Version 5.00 released. Version 5.01 Option to store total captured when receiving stock [Edit > Stock Receiving ... Options] Option to log access to password-protected modules for the current session only [Managerial > Edit > Password Protection > Log Access To Password-Protected Modules] Future Orders form [Edit > Other Orders > Future Orders] Grid popup menu and report added to Import From Portable Scanner form [Managerial > Stocktake > Carry Out ... Import From Portable Scanner] Optional report after importing from portable scanner [Managerial > Stocktake > Carry Out ... Import From Portable Scanner] Optional daily and/or weekly automated database backup [Preferences > Security 1] Notes option added to calendar planner [Tools > Calendar Planner] Reseller options: Restrict Access To Registration Form Limit Evaluation Period > Days Limit Evaluation Period > Load Count [Managerial > Utilities > Reseller Utilities] Changes Stock receiving archive included in item summary information search [View > Item Information > Summary Information] Editing of Supplier and Invoice Date fields disallowed in Stock Receiving history form [Managerial > View > Stock Receipts] Password required for new and previous credit requisitions [Managerial > Credit Requisition] Company details printed in top left-hand corner of credit requisition report [Managerial > Credit Requisition > New] Amount Tendered and Change are displayed if the amount tendered on an initial lay by payment exceeds the initial lay by payment Fixes The price returned by ShopAssist® for a weighed item may differ slightly from the price on a scale-generated barcode label if the fraction of a kilogram contains more than two decimal places When receiving stock on the same invoice number for the same supplier, the invoice date shown in the confirmation dialogue is the newly entered invoice date rather than the original invoice date [Edit > Stock Receiving] Credit Requisition and Repair information only appear in the Item Summary Information form if the global shortdate format is mm/dd/yyyy [View > Item Information > Summary Information] Cashup data repeats for each stock receipt on a given date in Input/Output Sales Tax report [Managerial > View > Cashup Data > Input/Output Sales Tax] Calendar planner dates do not correspond to day of week [Tools > Calendar Planner] Various optimizations Full build of Version 5.01 released. Version 5.02 New promotion type: Price Based On Quantity [Managerial > Edit > Promotions > Price Based On Quantity] Tracking of tender totals by Cashier (previously only by Till Number). Archive button allows selected cashiers to be cashed up without doing a full cashup. [Managerial > Cashup > Cashier Totals] Float field added to cashier declaration table. Allows cashier to declare full amount in till. Float amount, if entered, will be deducted from the declared amount. [Managerial > Cash Up > View/Write ... Declare] [Edit > Cash Up > Cashier Declaration] Promotion information is available from Price Lookup form [Price Lookup system menu ... Promotion Information] Option to enter new unit price (rather than extended price) when doing a price override [Right-hand pane popup menu > Price Override] Option to require password to carry out sales on selected terminals [Managerial > Edit > Password Protection > Password Required To Carry Out Sales On This Terminal] Option to automatically synchronize terminal date-time with server at startup [Preferences > Date] Option to update cost and/or selling price of composite item if cost or selling price of one of its components has changed [Managerial > Inventory Database] [Edit > Stock Receiving] Option to display actual markup in % Markup field [Managerial > Inventory Database ... Double-click on Selling Price field ... Click All to display actual markups] 0% fixed markup available in Additional Price Levels module. Allows setting of selling price for the selected price level to item cost price. This price level may then be used for charging goods to other branches. [Managerial > Edit > Additional Price Levels ... Fixed Markup] Menu option to display amounts removed from till since last cashup [Managerial > Cashup > Removed From Till Since Last Cashup] Amounts removed from till, if any, are printed on Transaction Totals report [Managerial > Cashup] Significantly faster scrolling through large **filtered** database grids Properties popup menu in main form. Allows session override of properties set in Preferences. [Right-click ,,, Properties] Option to highlight items with special selling price on sales slips [Preferences > Print > Print 1] Support for Windows® XP/Vista look and feel [Preferences > Advanced 1 ... XP/Vista Look And Feel > Enable] New Current Orders report: Alphabetical (With Qty In Stock And Re-order Level) [Edit > Current Orders] Changes If a single match is found when searching for an item in the main form, and the item has an image associated with it, the image is displayed and the user must press Enter to select the item. Option to ignore fact that a gift voucher is flagged as redeemed [Edit > Gift Voucher > Redeem] Option to ignore fact that a credit note is flagged as redeemed [Transaction > Credit Note > Redeem] More than one credit note can be redeemed per transaction [Transaction > Credit Note > Redeem] Fixes After customer enters PIN number, cursor jumps to first record in customer database [Main form ... Charge Account] [Accounts > Customer Database] Refund amount is posted to both the selected tender type and to Unallocated when doing a refund [Transaction > Refund] [Managerial > Cash Up] Double-clicking on item in Quick Select box starts drag operation, Quick Select box must be clicked again to end drag operation [View > Quick Select] Database grid columns not scaled correctly when zooming in or out of a form [Ctrl Shift +] [Ctrl Shift -] Various optimizations Full build of Version 5.02 released. Version 5.03 Conditional second-tier pricing. Allows second-tier price to be charged if purchase quantity is greater than or equal to a specified amount. [View > Second-Tier Pricing > Conditional] Option to auto-load previously saved grid views [Grid right-click popup menu ... Customize > Custom Views > Auto-load Custom Views] Stock Receiving: Calculator and Markup Calculator available while entering item details [Edit > Stock Receiving] Option to specify number of labels on a per-item basis [Edit > Stock Receiving ... Options tab > Item Labels] Option to use supplier and invoice details from current stock receiving session when doing a credit requisition from the stock receiving module [Edit > Stock Receiving ... Options button > Credit Requisition] Notes option [Edit > Stock Receiving ... Options button > Notes] Option to restore default options [Edit > Stock Receiving ... Options button > Restore Default Options] Mailmerge: Option to do mailmerge from the Loyal Customer and Hire customer databases (previously only from the General and Account customer databases) New parameters: . If present, parameter is replaced with current date in long date format (Date Month Year). Previously only parameter, with date in short date format (dd/mm/yyyy), available. , , . If present, one or more custom comments may be entered for all or selected merged documents. Option to e-mail merged documents to recipients (previously only Print option) Option to fax merged documents to recipients Option to print address labels [Tools > Mailmerge] Selectable status panel background colour when maximized at high resolution [Status panel right-click popup menu ... Options When Maximized > Background Colour] Option to save screen capture images in JPG format (previously only in bitmap format) [Ctrl Shift C to capture screen ... View Bitmap ... Save] Additional print lines available for inkjet, bubble jet and laser slip formats (previously only for Windows® RTF and dot-matrix/thermal formats) [Preferences > Print ... Print Message ... click ellipsis button to specify additional lines] Item labels: New option: One Sheet Per Label Arrival and Expiry Date fields available for labels printed on a barcode printer (previously disabled when printing to a barcode printer) [Tools > Item Labels] New slow movers report: Slow Movers - Items Not Received In The Last n Days [Managerial > View > Sales Histories > Stock Movement > Slow Movers] Changes Cost price, rather than selling price, is filled in when importing items for credit requisition from the main form [Managerial > Credit Requisition > New] Adding to quantity in stock when updating inventory database from an external stock file now optional. If deselected (and updating of quantity in stock is enabled), the quantity in stock in inventory database is set to the quantity in stock in the source file. [Managerial > Inventory Database ... Utilities > Update From External Stock File ... Add To Quantity In Stock] Document scanning in Stock Receiving now invoked from a popup menu (previously invoked by clicking a button) [Edit > Stock Receiving ... Options button > Scan Document] Fixes Rebuild utility erroneously reports an error (with error description 'Test') when checking the main inventory table [c:\sa\rebuild.exe] 'Grid index is out of range' error message is displayed when accessing the last record in the staff register [Managerial > Edit > Staff Register] Formatting information (bold, underline, etc.) for a given line is lost when a parameter is replaced on that line [Tools > Mailmerge] Various optimizations Full build of Version 5.03 released. Version 5.04 Weekly item sales histories (previously hourly, daily and monthly) [Managerial > View > Sales Histories > Item Sales > Weekly] High and Low fields added to monthly sales histories [Managerial > View > Sales Histories > Item Sales > Monthly] High and Low fields added to daily sales - last 28 days [Managerial > View > Sales Histories > Item Sales > Daily > Last 28 Days] Optional search by keyword in Price Lookup form Optional sorting of departments by department description in the department selection form (previously only by department code) [Select Department ... grid right-click popup menu > Sort By Description] Form displaying cashier totals since last cashup available off Edit > Cashup menu in Till-only mode (previously only available off Managerial > Cashup menu in Full mode) [Edit > Cashup > Cashier Totals - Since Last Cashup] Option to enter a given password level (or lower) once only per session [Managerial > Edit > Password Protection > Enter Given Password Level (Or Lower) Once Only Per Session] Option to search Secondary Description field in stock receiving [Edit > Stock Receiving] Item selection based on quantity in stock in stocktake preparation form [Managerial > Stocktake > Prepare New] Two new stocktake history reports: Item Stocktake History (All) (Detailed) Item Stocktake History (Selected Item) (Detailed) [Managerial > Stocktake > Previous > Item Stocktake History] Two new Equivalent And Related Items options: Confirm Quantities Default To Original Item Quantity If Invoked By Flagged Item [View > Item Information > Equivalent Items] [View > Item Information > Related Items] [Left-hand pane popup menu ... Equivalent Items] [Left-hand pane popup menu ... Related Items] Optional printing of till number on sales slips [Preferences > Print] New custom print option for 40-column tally-roll sales slips: Print item description on a separate line if item description + quantity + amount cannot be accommodated on a single line (e.g. if quantity is greater than four digits or amount is greater than 8 digits) [Preferences > Print ... Custom] Optional non-default slip format for lay by slips [Preferences > Print > Print 1] Option to print customer contact details on lay by receipts [Transaction > Lay By > Pay/Collect ... Options] Option to print lay by details on lay by receipts [Transaction > Lay By > Pay/Collect ... Options] Option to print mirror image of last sales slip (if sales slip mirror-image archiving is enabled on the Print > Print 1 page of Preferences) [Main-form Print button ... Print Last Sales Slip (Mirror-Image)] New cashup summary report : Cashup Summary Report 1 (Cash And C.O.D. Sales) [Managerial > View > Cashup Data > Cashup Log > Current] [Managerial > View > Cashup Data > Cashup Log > Previous] Changes Confirmation before selling price is auto-calculated from cost price and recommended markup in Stock Receiving module [Edit > Stock Receiving] Confirmation before balancing department totals with day's takings if the two don't correspond (e.g. if there have been one or more part-payments on Hire or Lay By transactions) [Managerial > Cash Up] Tax Exempt option in Inclusive Multi-level sales tax environment strips sales tax from item prices before the transaction commences (previously at close of transaction) [Transaction > Options > Override Default Sales Tax Levels > Tax Exempt] Stocktake modules: Prepare New: Form can be maximized and columns dragged to desired position [Managerial > Stocktake > Prepare New] Carry Out: Several options previously available off speedbuttons now available from menu options [Managerial > Stocktake > Carry Out ... Options] Company details are printed on lay by receipts [Transaction > Lay By > Pay/Collect] Change in pricing for replacement licence-keys. The first replacement licence-key will be issued at no charge. Further replacement licence-keys on the original licence-key, should they be required, will be charged at US $60.00 per replacement licence-key. Fix Sale total rounding, if enabled, does not round down certain sale totals ending with a 6 to the nearest 5 [Preferences > Point Of Sale 1 ... Sale Total > Round] Multiple items starting with the same word are displayed for selection in the main form after selecting a particular item in the Search By Secondary Description form [View > Search By Secondary Description] If the loyal customer number entry form is invoked at close of sale, even though the amount tendered has been specified in the Amount Tendered box, the sale total only (rather than the amount tendered and change) is displayed. [Preferences > Point Of Sale ... Close Of Sale > Request Loyal Customer Number] Focus does not return to the main form after launching the Cash Book from the Cashup form {Preferences > Cashup ... Launch Cash Book After Taking Total] Various optimizations Full build of Version 5.04 released. Version 5.05 Fixes In an Exclusive sales tax environment, with Specify Tender Details at close of sale enabled, Change is calculated on the sale total excluding tax rather than on the sale total including tax if the default tender type is changed Supplier table index not updated when applying Head Office Inventory Update Master File at a branch, and option to update Supplier information has been enabled [Managerial > Inventory Database ... Utilities > Branch] Various optimizations Full build of Version 5.05 released. Version 5.06 Interbranch Transfer (In) and Interbranch Transfer (Out) details available in item summary information form [View > Item Information > Summary Information] Optional printing of Days Valid and Comment fields on Quotations [Transaction > Quotation > New] Changes Price of licence-key reduced to US $60.00 per terminal. Revised terms and conditions of licence-agreement. Various optimizations Full build of Version 5.06 released. Version 5.07 Customer Self-Scan module [View > Item Information > Customer Self-Scan] Option to print sale discount (if any), sale total excluding sales tax, sales tax and sale total including sales tax in slip footer (Wide (A4) and Letter format only) [Preferences > Sales Tax ... Print In Footer] Option to filter by various categories when selecting an inventory item (Select Inventory Item ... Filter] Option to specify delivery instructions for account and hire sales without invoking the Extra Invoice Details form [Main form Print button ... Alternative Delivery Details > Delivery Instructions] Option to password-protect Options tab of Close Of Sale - Extra Details form [Close Of Sale - Extra Details form ... Options ... Options Tab > Password-protect] Optional large buttons in main form [Main form right-click popup menu ... Properties > Large Buttons] Optional large buttons in calculator [Right-click popup menu ... Large Buttons] Option to hide Popup Information title bar [Right-click on Popup Information title bar ... Hide Title Bar] Options to hide title bar, hide close button and hide focus rectangle in Quick Select box [Right-click popup menu ... Hide Title Bar | Hide Close Button | Hide Focus Rectangle On Exit] Options to resize, hide title bar and hide close button in main form's Select Product Category box [Right-click popup menu ... Size | Hide Title Bar | Hide Close Button] Options to resize, move, hide title bar, hide close button and play sound in the on-screen keypad [Keypad right-click popup menu ... Zoom + | Zoom - | Move | Hide Title Bar | Hide Close Button | Sound] Option to beep when popup information is displayed (Precede the string with [d] or [D) [Managerial > Inventory Database ... Popup Information] Option to force the user to confirm that popup information has been read (Precede the string with [u] or [U]) [Managerial > Inventory Database ... Popup Information] Option to hide the Windows® desktop [Preferences > Security 1] Options to hide the Windows® desktop, hide the Windows® taskbar and/or require password to exit program at runtime (latter two previously had to be enabled on the Security 1 page of Preferences) [Managerial > Utilities > Security ... Hide Windows® Desktop | Hide Windows® Taskbar | Require Password To Exit Program] Option to disallow minimization of main form [Managerial > Utilities > Security > Disallow Minimize] Option to elevate all passwords by one level for the current session [Managerial > Edit > Password-Protection > Elevate Passwords By One Level - This Sessions] Option to replace Null Count values with zeroes when carrying out a stocktake [Managerial > Stocktake > Carry Out ... Options > Replace Null Count Values With Zeroes] Option to view/print barcodes that weren't matched when importing stocktake data from a portable scanner [Managerial > Stocktake > Carry Out ... Options > Import Count From Portable Scanner] Option to view all gift vouchers (both redeemed and unredeemed) when redeeming a gift voucher [Redeem Gift Voucher ... View Log > View All] The gift voucher serial number is displayed in a statusbar when a issuing a new gift voucher [Edit > Gift Voucher > New] Stock Receiving: Access to Stock Control module [Edit > Stock Receiving ... Options > Stock Control] Optional manual capture of items from Orders [Edit > Stock Receiving ... Options > Capture From Order] Optional manual capture of items from Purchase Orders [Edit > Stock Receiving ... Options > Capture From Purchase Order] Extra item details [Select item and press /] Stock Control: New filters: Qty In Stock Less Than Or Equal To Specified Value Qty In Stock Greater Than Specified Value New report: Current Filter [Managerial > Stock Control] New statistical values: Coefficient Of Variation, First Quartile, Third Quartile, Interquartile Range, Five-number Summary [Grid right-click popup menu > Totals] Utility to view network settings [Managerial > Network > View > Network Settings] Changes Statistical functions ignore Null values rather than non-zero values [Grid right-click popup menu > Totals] Item code prints by default on Wide (A4) and Letter slip formats (Previously had to be enabled on the Print page of Preferences) Main form's Minimize button is disabled if option to hide Windows® taskbar is enabled [Preferences > Security 1] Fixes Incorrect weekly sales statistics displayed if start week greater than 1 is selected [Managerial > View > Sales Histories > Item Sales > Weekly] Exception is raised if, after receiving an item, the old or new quantity in stock is less than -32768 or greater than 32767 [Edit > Stock Receiving] Black is used as alternating row colour if selection of alternating row colour is cancelled [Grid right-click popup menu > Customize > Alternating Row Colours] Option to hide Windows® taskbar doesn't work if the taskbar's Auto-Hide property is enabled [Preferences > Security 1] Item cannot be selected for the transaction from the Quick Select or Price Lookup forms if View > Item Images is enabled and the item has an item image associated with it ReportSmith® integrity check incorrectly reports two standard reports as missing [Managerial > Utilities > System Utilities > Check ReportSmith® Runtime Integrity] Various optimizations Full build of Version 5.07 released. Version 5.08 Own-defined barcode labels [Preferences > Labels > Own-Defined Barcode Labels *or* Tools > Item Labels ... Options > Own-Defined Barcode Labels to define settings] [Tools > Item Labels ... Print ... Select Label Style > Own-Defined to print] Ability to customize header and footer elements of the Inkjet / Bubble Jet Narrow sales slip format [Preferences > Print > Print 1 ... Inkjet / Bubble Jet > Customize] Utility to view current default slip printer settings [Main form Print button ... Printers > Slip Printer And/Or Format > View Default Slip Printer Settings] Utility to view, and optionally purge documents from Windows® print spooler [Main form Print button ... Windows® Print Spooler > View] Option to disallow sales on a particular terminal [Managerial > Utilities > Security > Disallow Sales On This Terminal} Option to hide quantity in stock in Extra Item Details form [Preferences > Security1 ... Extra Item Details > Hide Quantity In Stock] Item popup information, if any, is displayed in the statusbar of the Extra Item Details form. Item popup information, if any, is displayed on entering the main form's Quantity box if a single match on item code or barcode is found (was previously only displayed when selecting the item in the top left-hand grid). Cash Calculator available off Calculator system menu Printscreen utility offers option to print either the currently active form or the entire screen [Ctrl Shift P] New inventory database filter - Items With Actual Markup Less Than Recommended Markup [Managerial > Inventory Database ... Filter] Two new slow mover reports: Items Not Ordered in the Last n Days (Current Orders) Items Not Ordered in the Last n Days (Purchase Orders) [Managerial > View > Sales Histories > Stock Movement > Slow Movers] Change 'Telephone Numbers' changed to 'Contacts', with additional Cell Number, Fax Number, E-Mail, Account Number and Comment fields [Tools > Contacts] Fix Printer ejects a blank page on closing the Preferences form if 'Dot Matrix / Thermal, Windows Driver' is selected as the default driver [Preferences > Print] Various optimizations Full build of Version 5.08 released. Version 5.09 Option to export the contents of any database grid directly to Microsoft® Excel (contents previously had to be viewed, and then saved, in ShopAssist® spreadsheet) [Grid right-click popup menu ... Export To ... > Excel > Visible Fields Only] Option to chart selected grid column in Microsoft® Excel [Grid right-click popup menu ... Chart Selected Column] Utility to change grid title-bar colour [Grid right-click popup menu ... Customize > Title-Bar Colour] Left margin setting now also applies to Narrow RTF slip format (previously only applied to Narrow [non-RTF], Wide [A4] and Letter formats) [Preferences > Print > Print 1 ... Inkjet / Bubble Jet / Laser Sales Slips > Left Margin] Utility to check the status of the Windows® default printer [Main form Print button ... Printers > Windows® Default Printer > Check Status] Utility to check the status of the default slip printer [Main form Print button ... Printers > Slip Printer And/Or Format > Check Slip Printer Status] Utility to share a printer [Managerial > Network > Utilities > Share Printer] Changes Discounts allowed on unlisted items Preselection of format for Quick Cashup (previously had to be selected each time a quick cashup was done) [Managerial > Cashup > Write/View ... Options > Quick Cashup Format] Fix In a multi-level inclusive sales tax environment, with option to reflect sales tax on sales slips enabled, sales tax is not reflected if an item or sale discount has been allowed [Preferences > Sales Tax ... Sales Slip Options > Reflect Sales Tax] In a multi-level inclusive sales tax environment, with option to reflect sales tax sub-totals on sales slips enabled, first character only of the sales tax field is printed in Dot-Matrix / Thermal slip format [Preferences > Sales Tax ... Sales Slip Options > Reflect Sales Tax Sub-Totals] Various optimizations Full build of Version 5.09 released. Version 5.10 Option to confirm before applying inventory database cost and/or selling price update [Edit > Stock Receiving ... Options] Option to force clear of Previous Transaction Database [Managerial > Cashup > View/Write ... Options > Force Clear Of Previous Transaction Database] Option to suppress printing of available loyal customer points and print points earned only [Preferences > Loyal Customer Card ... Print Points Earned Only] Changes Date of pre-payment on suspended sales is recorded [Transaction > Suspend Sale ... Pre-payment] Additional slip copy printed for zero or negative value sales Fixes Registered versions display nag screen after fifty transactions have been carried out on the terminal Exception is raised when updating report listing with new reports [Managerial > Reports > Listing] Various optimizations Full build of Version 5.10 released. Known Issues ShopAssist® may terminate abnormally if a default printer has not been selected, or if a Fax-modem driver has been selected as the default printer, in Windows® Control Panel. This error is particularly likely to occur when installing ShopAssist® on a clean machine. Fix: Specify a regular printer as the default printer before running ShopAssist®. Installation may fail under Windows® XP if Service Pack 2 has been installed. Problem: Windows® XP Service Pack 2 deletes, and fails to re-instate, a necessary file Autoexec.nt in the Windows® system folder Fix: Copy the file Autoexec.nt from the Windows® repair folder (WINNT\Repair\) to the Windows® system folder (WINNT\System32\) [Upgrade details for versions 4.00 to 4.94 available on request.]