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Change Account Splits In Bulk
You can now change the Split for multiple accounts at once! There's a new 'Account Split Manager' under Settings > Store Options.
This allows you to change the Split on each account, in bulk.
You can specify a range of Account IDs, Account Date Created, and to change 'From' which Split 'To' another Split.
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Change Item Splits In Bulk
You can now change the Split for multiple items at once! There's a new 'Item Split Manager' under Settings > Store Options.
This allows you to change the Split on each item, in bulk.
You can specify a range of Account IDs, Date Added, and to change 'From' which Split 'To' another Split. NOTE: The 'Date Added' uses the items' 'Real Date' added.
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Check for 'Zebra' when selecting printers
If you select a Zebra printer for Reports/Lists or Receipts, the software will prompt you to let you know. :) Typically, a Zebra printer is used for printing tags. The software won't *hard-stop* you, but you'll at least be alerted, to make sure you *really* want to use a Zebra for Reports/Lists or Receipts. :)
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Frequent Shopper/Rewards System
Hoooooly heck, have we got a big one! We've added a Frequent Shopper system to Peeps! We've built an extremely robust rewards system, designed around our experiences with our customers.
To summarize:
• Create Frequent Shopper Programs so customers earn points.
• Send email + SMS notifications when they sign-up.
• Redeem points @ Point of Sale.
• Adjust points on a consignor's account (e.g. to add bonus points).
• Points earned show at the bottom of the sales receipt.
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System-wide Category Sales
You can now put entire Categories on sale! Under each Category -- e.g. Women's Jeans, Men's Shoes, etc. -- you can now specify a percent off.
To enable a sale/discount for Categories, head to Settings > Inventory and double-click the Category you'd like to put on sale.
The maximum percentage off is 99%. :)
The 'order of discounts' when there are multiple discounts in-play @ POS, are as follows:
• Automatic markdowns
• Tag Color markdowns
• Category sales
• Manual discounts
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'Quick Set'/Lock It Down! Options to Set All Access Levels
We've added one-click "Red Light, Yellow Light, Green Light" security toggles! Now you can quickly and easily either lock-down the system, unlock the system, or set the recommended security levels.
Under Settings > Users & Security > Access Levels, you'll now see three buttons:
• Red Light -- Clicking this sets all Access Levels to 100, locking-down the system.
• Yellow Light -- *RECOMMENDED* Clicking this sets the recommended Access Levels, setting the most-sensitive sections of the software to a 100, the not-as-sensitive but still important sections to a 50, and the common areas of the software to a 1.
• Green Light -- Clicking this removes all security, setting Access Levels to a 1.
There are built-in checks before performing all of the above. First, you'll be prompted to confirm you truly want to do this. Next, the software will check to make sure your account is at a Level 100 before locking-down the system (so you can't lock yourself out).
We feel with the above feature, Peeps' Software has the most-robust, granular security controls, while still being extremely easy to set and configure. :)
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There is now a 'Recently Viewed' accounts list! On the Accounts tab, the 'Recent Accounts' section now contains two views -- Recently Added and Recently Viewed.
The Recently Viewed ties in with Bug ID 929 (track when an account was last viewed).
The Recently Viewed list will display a list of the last 20 accounts that have been viewed, in chronological (most-recently-viewed first) order.
You can also double-click an account from this list to go straight to the account.
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BluePay Signature Capture
Signature capture for BluePay credit card processing is here! So you can now accept digital signatures on your PIN Pad for credit card payments!
Not every payment requires a signature, so only when the card issuer sends back a 'signature required' signal to the CC processor, will a signature prompt appear.
I've also made this optional, so you don't have to use digital signatures/can disable it at any time. This is disabled by default, so to enable signature capture for BluePay, head to Settings > Point of Sale > Credit Cards and select the 'Signature Capture' checkbox.
Signatures are stored as an image for each authorized payment. If a signature was captured, you can view the signature on the View Sale screen by clicking the 'View Signature' button.
Signature capture has also been added to Consignor Agreements, so you can capture signatures and store it on-file for your Consignor Agreements!
Signature images are automatically backed-up when you close the software, as well as via Peeps' Automatic Backup. :)
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Add A Way to View Voided Payouts Within A Consignor's Account
You can now right-click on the Payouts tab to 'Show Voided Payouts'! Once clicked, this menu automatically changes to 'Show All Payouts' so you can toggle back and forth. :)
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Add Access Level To Prevent Access to Void Payout
Added an Access Level to restrict employee access to 'Void Payouts'.
This is also included in the new 'Red Light, Yellow Light, Green Light' one-click security setup. :) i.e. For the 'Yellow Light' (recommended levels), it sets 'Void Payouts' to a 100.
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Peeps' Automatic Backup -- Check For/Require .DLL @ Launch
If the required 'Chilkat' library file was not present, Peeps' Automatic Backup would crash. While this file should be present at all times, the software really should've checked for and required its existence (just like the main application does).
Now, at launch, Peeps' Automatic Backup checks for this .DLL file and if not present, automatically downloads it from Peeps' server. :)
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Peeps' Backup Doesn't Create 'Log' Folder, Alerts if Main App Hasn't Been Ran At Least Once
If the Peeps' Database Backup system was ran before the software was ever opened, it would alert that the 'log' folder didn't exist (since it was created by the main application).
Peeps' Database Backup now creates this log folder if it doesn't exist (this applies to both the manual backup, as well as the auto-backup).
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Spelling mistake on 'Balloon' Tip When Hovering Over 'Preferred Tag/Label'
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Total CC Payments vs. Broken-out CC Totals
The POS Payment Totals report now shows not only a detail of each credit card (and debit card) used, but 'Total Credit Card Payments' as well.
This was requested by Traci @ Frugality, for quick comparison/viewing of reported CC sales/payments vs. actual CC payments batched @ the processor.
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Add 'Scratchpad' Accessible To All Systems on the Network
There's an all-new 'Store Scratchpad' feature! On the 'Home' tab, you'll see a new Scratchpad. You can use this to save notes -- e.g. for employee opening tasks, reminders, brands you're looking for, etc.
This is accessible from all of the computers on your network that are running Peeps' Software. If you attempt to save a note but the note has changed since you started typing, you'll be prompted to discard your changes and load the latest note, or continue.
Each note revision is stored. :)
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Formatting of Daily Email Summary for SMS/Text Message
The Daily Summary Email now has an SMS/text feature! You can now send one message to the store's email, formatted for a full email system, and a separate one to the store owner's cell phone, formatted for SMS/text. :)
This was requested by Traci @ Frugality. :)
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High/Avg/Low Smart Pricing -- Avg. Doesn't Format As Currency
The 'Avg.' price now formats as currency. :)
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Ability to do $0.00/NO Fee for Automatic Store Fees
When adding Inventory Fees/Store Fees to a Split, you can now do a $0.00/no fee for price ranges.
e.g. For items priced from $0.00-$100.00, do not charge a fee, for items from $100.01-$500.00, charge a $1.00 fee, etc.
Elizabeth @ Mommy's Little Rascals requested this. :)
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Ability To 'Close' Appointments/Mark As 'Done'
Appointments can now be marked as 'Completed'! To close/complete an appointment, head to Accounts > Appointment Scheduler and double-click the appointment in question. Click the 'Mark As Completed' button and you'll be asked to confirm you really want to close the appointment. Clicking 'Yes' will close the appointment and it will no longer display in the list of appointments.
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Check for 'Help' File, Download Latest If Not There
When clicking the 'Help File' button on the Help tab, if the Help File does not exist, the software will prompt to download the latest version from The Computer Peeps. :)
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Add Print Function for Store Stats
You can now print the 'Store Stats' for each year, under Store > Overview > Store Stats!
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Splits & Terms can now be deactivated! If you have a Split you're no longer using or don't want to see when adding accounts, inventory, etc. you can disable it by un-checking the 'Active' box on the Splits 'Info.' tab.
Existing accounts and items set to this Split will continue to function as normal.
When adding new accounts or new inventory, you'll no longer see any deactivated Splits.
Also, if you attempt to deactivate the store's preferred Split for new accounts, you'll be alerted and the Split will not deactivate. :)
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Status Multi-Quantity Items -- Status All Or Just Reduce Quantity by 1
When changing the Status of a multi-quantity item, the software now prompts to ask if you'd like to reduce the Quantity to 0 (i.e. mark all of the items as X), or just reduce the Quantity by 1.
A Note is also added to the account, documenting the Quantity before and after the change. :)
This was requested by Sherry @ Sadie's. :)
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If Store Fee Is Blank on Add Inventory, It Doesn't Format for Currency, Generates a 'String' Warning
The Store Fee field now properly formats as currency in all conditions. :)
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Move SSL/TLS Option to Database vs. Local Settings File
The SMTP Security Type (e.g. SSL vs. TLS) has been moved to the database and is no longer read from the per-workstation local settings file.
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'Welcome' Email Doesn't use 'Store Name' as 'From', Just Shows Full Email
The 'Welcome Email' was not displaying the store's name in the 'From' field, just its email address.
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Access Level to Block BOR Calculator
Added an Access Level security control to block access to the 'BOR Calculator'.
This was requested by Diane @ Luca. :)
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'Include In Check-run' Box Appears Un-checked by Default
When accounts were added @ Point of Sale, the account's 'Include In Checkrun' box was not enabled on their account.
They'd still be included in the check-run, but the checkbox did not display this until ticked/saved.
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Items Sold Report Not Using From/Through Dates
The report file for v2.08 was not included in the update. :)
This was found by Sherry @ Sadie's :)
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Items Entered-On Shows Email Items That Are 'Voided'
The 'Items Entered On...' email report no longer includes items that have been marked as 'Voided'.
This was reported by Michelle @ Second To None. :)
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Show 'Settings > Point of Sale' as a Hint @ both POS Misc. Items + Coupons
On both the POS Coupons and the POS Misc. Items screen, I've added a 'Help Tip'/Info. icon that outlines A) what each are for and B) where these can be edited/updated.
When there are no Coupons or POS Misc. Items, the screen automatically shows 'Head to Settings > Point of Sale to add these...', but once you already have at least one Coupon or Misc. Item, the *hint* as to where these can be added/edited is no longer there, so this helps guide the user as to where these can be changed. :)
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On 'Add Inventory' Screen, Change 'Account Info.' Box To 'Currently Adding Inventory...'
On the 'Add Inventory' Screen, I felt 'Currently Adding Inventory...' was more meaningful than, 'Account Info.' :)
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Track 'Last Viewed' When Viewing Consignor Accounts
The software now tracks when an account was Last Viewed, as well as who it was Viewed By. On the 'More...' tab within an account, you'll see two new fields showing each of these, respectively.
The Last Viewed ties-in with Bug ID 412, so you can see a list of Recently Viewed accounts on the Accounts tab (handy if you were just working in a consignor's account and need to get back to it quickly).
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Ability To Track/Assign a Company Name On An Account
You can now set a Business/Company name on accounts!
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Make 'Enter' Key Move from Note Subject to Note Text When Adding Account Notes
When adding a note to an account, hitting the 'Enter' button in the Note Subject field now navigates to the Note Text field -- so you don't have to click with your mouse (or hit the Tab button). :)
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POS Refund Says Item Is Sold and On Layaway
Lori @ NU2U reported an issue that showed an item was currently on Layaway, when trying to process a Refund @ POS (even though the item was not on Layaway).
This has been resolved!
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Prompt To Mark All Existing, Available Items As Donate Yes/No When Changing Account's Preference
When changing an account's 'Donate Items' setting, you'll now be prompted if you'd like to change this on all of their existing, Available items as well.
This way, you can either just change their account so that new items going forward take on the new donate policy, or change all of their existing items too.
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Include Payout Stats in Daily Email Summary
The Daily Email Summary now includes Payout stats! You can see how many total payouts, total Check payouts, total Cash payouts, and the total dollar amounts of each.
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Deactivate Users/Employees
You can now deactivate employee accounts! If an employee no longer works at the store or you need to disable a user's log-in for any reason, you can now deactivate their account.
To deactivate a user account, head to Settings > Users & Security and double-click the user in question. On the 'Security' tab, you can now change their 'Active' statatus from Yes to No.
I've included an additional safety measure on this screen, to prevent you from deactivating your own account. :) If you try to deactivate your own account while logged-in, you'll be prompted and prevented from doing so.
Deactivated user accounts will not be able to log-in to the software and any failed log-in attempts, will be tracked on their account.
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Signature Capture for Consignor Agreements/Contracts
Signature capture has been added for Consignor Agreements! You can now collect a consignor's signature when printing their Consignor Agreement/Contract.
*** This is currently only available for BluePay customers with a compatible Ingenico PIN Pad! ***
To enable this new feature, head to Settings > Store > Preferences and check the box for 'Consignor Agreement Signature'.
Once enabled, when you click the 'Print Contract' button within a consignor's account, you'll be asked if you'd like them to sign.
You'll also see a new 'Signature' button on their account, under More... > Extra. This displays their digital signature, if it's been collected.
If a signature is on file, it will be included when you print their contract, as well as when you email it to them.
Digital signatures are stored on the server computer, in the /signatures/ directory. These are also included in the daily close-out backup, as well as the automatic backup.
You can remove a signature from a consignor's account as well (which will also be logged as a Note on their account, if deleted).
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Include Signature Image Files In Backup
Signature image files are now included in Peeps' Backup when closing the software!
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Include Log Files + AppSettings Files in Peeps' Automatic Backup
Peeps' Automatic Backup now includes Log Files, AppSettings & Signatures!
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When Using 'Make Item Available Again', Add Note to Consignor's Account
When using the 'Make Item Available Again' Status option, a Note will be added to the consignor's account, indicating the item has been made available for sale again.
This does not apply to Sold items, only items that have had their Status changed -- e.g. Donated, Returned, etc.
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Prompt When Printing End of Day Reports
If 'Use End-of-Day' is enabled, you'll now be prompted/asked if you'd like to print the daily reports instead of them just automatically printing. :)
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Separate Thread for Email Sending on 'Test Email' Screen
The 'Test Email' screen email routine has been moved to a multi-threaded routine, so the UI remains clean and responsive while trying to send a test message. :)
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Error When Adding Accounts @ Point of Sale
A warning/exception that would come up on the Add Account @ POS screen has been fixed.
This was reported by Abby @ Frugality. :)
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If Shopper Is Already Selected @ POS & Add Account Is Clicked, Prompt
If a Shopper is already selected @ Point of Sale and you click Select Shopper, the software will prompt and alert that there's already a shopper selected.
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When Adding A New Account @ POS, Total Owed Is From Previous Account
When adding a new account @ Point of Sale, once the account was added, the Total 'Balance' showing under Shopper Info., was pulling from the previous account. I noticed this while testing the new Frequent Shopper Plan. :) This has been fixed!
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Instagram Button/Icon for Store's Instagram Page
If your store's Instagram URL is set under Settings > Store > Social Info., an Instagram icon will now display at the top of the software. :)
This is a clickable icon, taking you directly to your store's Instagram page.
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Tray Icon > Double-Click To Focus/Restore
You can now double-click the little 'Tray Icon' (the icon down by the clock) to make the application visaible/restored (e.g. if you have another program open on top of it, or have minimized it).
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Where as most, if not all of the 'grids'/lists throughout the software are 'DataGrids' and thus, sortable, the Users & Security lists are a 'ListView', which are not sortable.
I've added a function to allow the Users & Security lists to be sorted by clicking the column headers. :)
This was requested by Donna @ Encore.
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Hourly Sales Totals Email Function Improvements
The 'Email' button on the Hourly Sales total screen was still using the old per-workstation settings and had not been migrated to the new, in-database email settings added in v2.08. :)
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Payment Type 'DEBIT' Not Included In POS Payment Totals Report
On the POS Payment Totals report, 'Debit' payments are now included.
This was reported by Abby @ Frugality. :)
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Access Level to Block Do Not Take List
Added an Access Level security control to block access to the 'Do Not Take List'.
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Access Level to Block Drop n Go
Added an Access Level security control to block access to the 'Drop n Go' screen.
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Store Cell Phone Provider On Account (To Use for SMS/Text Notifications)
You can now specify an account's cell phone/mobile provider within their account!
This ties-in with the built-in SMS notification system. ;)
We've added most of the major (and some minor) cell phone providers and we can easily add providers on the fly, so if you ever encounter a provider we haven't added, let us know and we can instantly add it to your system. :)
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Add A Progress Bar To Peeps' Backup
I've added a progress bar (green bar) to Peeps' Backup. :) There was already an on-screen log showing the activity and progress, but I felt having a progress bar provided even more 'visual communication' that the backup was in progress + shows how much time it has left.
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Show Cash Payouts on POS Payment Summary
The Total Cash Payouts now displays on the POS Payment Totals report!
This was requested by multiple stores, including Lori @ NU2U. :)
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When Changing An Account's Split, Prompt To Change Split for All Available Items
When changing an Account's Split under Account Options, Peeps' Software detects this and will prompt to ask if you'd also like to change the Split for all Available items.
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Enable Up/Down Arrow Keys on POS Coupons & Misc. Item Selection Screens
When viewing the POS Coupons and Misc. Items screens, I've *focused* the grid/list of each when pressing either the Up or Down arrows on the keyboard.
This makes for a faster/more-intuitive navigation of these screens -- e.g. open screen, down arrow to coupon or misc. item, hit Enter to add to the sale.
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Check To See if a Payout's Status is 'Voided' Before Voiding It
I realized there was nothing stopping someone from bringing up the 'View Payout' screen on one computer, then going to a second computer on the network and bringing up the same screen, voiding said Payout, then walking back over to the first computer and clicking 'Void Payout' again. :)
Fortunately, no one has come across this scenario, but I noticed this while working on other features related to Void Payouts.
The software now checks to see if the Payout you're about to void has already been voided and if so, bails-out, lets you know, closes the View Payout screen and auto-refreshes the account so you're seeing the latest data. :)
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Items Sold (Buy Outright) Report and Multi-Quantity
This report wasn't displaying/handling multi-quantity sales, so you'd see if one item sold and there was only one, but if you had multi-quantity items, then the status of the item wasn't truly 'Sold' yet and the items wouldn't appear on this report.
The database view for itemized sales was updated back in 2.08, but this Buy Outright report didn't receive the treatment. :) This report now properly displays each sold iteration of a multi-quantity, Buy Outright item.
This was reported by Sherry @ Sadie's!
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'Welcome Wizard' On/Off Toggle
The 'Welcome Wizard' can now be re-enabled on the Settings tab!
The 'Welcome Wizard' would display for new users/those in Peeps' 60-Day Trial and there was a check-box to 'Show This At Startup', but once un-ticked, the Welcome Wizard couldn't (easily) be re-enabled (without manually editing the Settings file).
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