Release Notes for Peeps v2.13
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Ability to Add/Edit Note on Account History Records
You can now Add/Edit a Note on a History entry *after* the fact! Where you could always put a Note in while adding an account History entry (e.g. Account Credit/Account Debit), you couldn't add or remove the Note afterward.
To Add or Edit a Note on a History entry, right-click the History entry and you'll see Add/Edit Note. :)
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Print Payout Receipts to the Receipt Printer
The optional 'Payout Report' that prints when paying an account, can now be sent to your thermal Receipt Printer instead of your Lists & Reports Printer!
There's a new 'Settings' icon at the top-right of the Pay Account screen to adjust this preference.
This only affects the Pay Account screen, not the bulk Pay Accounts screen.
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Documents/Printouts for Store
Introducing Peeps' Document Manager! You can now create custom printouts with color, formatting, and automatic merging of details such as an account's first/last name, item count, total owed, total points, total sales, etc.
To create new Documents, head to Settings > Store > More -- you'll find the new Document Manager button.
To print these Documents within an account, head to More > Printouts and select Documents.
You can also print these from the Reports tab, by clicking the Documents button.
These documents are centrally stored, so you can create, edit, and print them from any computer running Peeps on your network! So no need to worry about backing-up these documents separately, or not being able to access them from certain workstations.
Uses for Peeps' Document Manager:
• 'Closing letter' for accounts that are being closed.
• 'Rejection' letter for items.
• Account overview.
You have some additional options too, such as whether or not to show the Page # on each page, whether or not to view vs. print, and whether or not to show the Title of the Document.
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Mailing Labels By Total $ of Sold Items
There's a new Mailing Label called 'Mailing Labels (By Total Sold $)'. This is so you can target accounts whose inventory has generated more than $x.xx in sales.
This was requested by Traci @ Frugality. :)
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Mailing Labels By Total Customer Purchase $
There's a new Mailing Label called 'Mailing Labels (By Total Purchase $)'. This is so you can target accounts who have purchased more than $x.xx from your store.
This was requested by Traci @ Frugality. :)
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Mailing Labels By Last Item or By Last Purchase
There's a new Mailing Label called 'Mailing Labels (By Last Item)', as well as 'Mailing Labels (By Last Purchase)'. This is so you can target accounts whose last item was added between xx/xx/xxxx and xx/xx/xxxx dates, or whose last purchase was between xx/xx/xxxx and xx/xx/xxxx dates.
This was requested by Traci @ Frugality. :)
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Add 'Payout ID' to Consignor Login Website
The Payout ID is now uploaded in the background, so the data for the Consignor Login system can reflect a Total based on what's been paid or not.
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Primary Sales Report Enhancements
Documenting general cosmetic improvements/changes at the bottom of the Primary Sales Report.
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Buy Outright Quote System
There's an all-new 'Quick Quote' system for our buy outright stores!
You can now quickly generate + print-out an offer before entering items for a buy. To start a Quick Quote, click the BOR Calculator on the Inventory screen and click Quick Quote.
Some notes about this new feature:
• You can add/remove items from the Quote
• It'll show a total count of items + the total Offer as you enter
• Clicking print will generate an Offer receipt, which is designed to go to your Point of Sale Receipt Printer
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Print Cash Payout Receipt To Receipt Printer (Option)
You can now print the actual Cash Payout to your receipt printer! So not only the Payout Report, but the Cash Payout itself.
This prints with a signature line on the bottom of it too.
To enable/disable this, click the Settings icon at the top of the Pay Account screen.
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Print Your Own Gift Certificates from Peeps' Software!
You can now create your own, custom, barcoded Gift Certificates! We've built a new Peeps' Gift Certifcate Maker!
This system is available for-use, for any store on Peeps' Support.
These Gift Certificates even work with our competitors' programs!
You can customize a variety of options:
• Store logo
• Color
• Font
• Gift Certificate name -- e.g. 'Penny's Pennies'
• Whether or not a barcode will print or not
• A ton more!
These are designed to print on a 3-up, 8.5" x 11" sheet of paper. There is inexpensive gift certificate stock available on Amazon, which is pre-perforated, or, you can just cut the gift certificates by hand. :)
If you'd like to utilize Peeps' Gift Certificate Maker and if you're on Peeps' Support, just give us a buzz or send us a message and we'll install + license a copy for you to use!
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Access Level To Prevent Changing Split or Received As During Add Inventory
I've added a new Access Level to prevent employees/users from changing the item Split while on the Add Inventory screen!
If you'd like to block employees from manually-overriding the Split on an item, head to Settings > Users & Security and you'll see a new 'Add Inventory > Change Split' Access Level!
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Track 'Last Updated' Date/Time for Email Settings
The Email Settings screen now shows/tracks the last time your email settings were updated.
Thus-far, this hasn't been an issue in Peeps, since Peeps proactively tells you when you try to send an email, if your settings aren't valid.
But something I've seen with a lot of other stores and other programs, is *something changed* (or didn't change) and they're not sure why emails aren't working.
So I figured by storing the last updated date/time, it would help show any issues @ "settings were changed yesterday."
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Allow Users/Employees to Change Their Own Password
There's a new option that allows users to change their own password! By default, this is off/disabled. I feel in most situations, if an employee needs/wants to change their password, the owner/manager can bring up the change password screen and let them change their password. This helps prevent 'I forgot my password!' issues. :)
If you'd like to allow users to change their own password, there's a new check-box on the Users & Security screen that lets you enable this.
Once enabled, they'll see a red 'Change Password' button next to their username at the top of the Main form.
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Split Stats (Total Items, Total Accounts) on Split Info.
There's a new 'Split Stats' section on the Info. tab of each Split. This shows the Total Accounts and Total items on the selected Split. Handy, so you can see if there are any accounts or items on a Split you might not be using anymore.
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Provide A Way to Set ALL Accounts to a Specific Frequent Shopper Program
You can now add all accounts to (or remove all accounts from) a Frequent Shopper Plan!
Head to Settings > Point of Sale > Rewards and right-click the Plan in question -- you have two new options -- Add All Accounts To This Plan or Remove All Accounts From This Plan.
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On Frequent Shopper Program Add/View, Show Store's Average Sale Amount
When adding or viewing a Frequent Shopper Plan, Peeps now shows you your Average Sale Amount. This way, when trying to decide what your minimum sale amount should be before points are earned, you have an idea of what your average sale amount is. :)
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Three Printing Pieces to Speed-up -- Tags, Item Receipts, Sales Receipts
All of these have now been moved out of the reports library and into the direct, native .NET Printing system.
The result? Printing at these 'hot-spot' areas is lightning fast!
This started with tags last year, then the drop-off receipt, and now, sales receipts.
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The all-new 'Bulk Status Items' system is here! This allows you to change the Status of multiple items, in one shot.
You can filter based on Account ID and items' Date Added.
There are a LOT of handy features built-in to this system, including:
• When choosing 'Donated' as the Status, Peeps automatically excludes items that are set to Donate = No.
• You can print the list of items you're about to Status.
• You can selectively remove individual items or a range of items from the list, before proceeding.
• You can choose how to handle multi-Quantity items -- i.e. reduce the entire Quantity to 0, or just reduce the Quantity by 1.
There are also a LOT of safety nets built-in to this system, including:
• Before viewing the Bulk Status Items screen, you're alerted and asked to confirm before proceeding -- changing the status of hundreds/thousands of items, can create issues. :)
• When clicking 'Go', you're asked to confirm before proceeding. If you click 'Yes', you're asked one last time to confirm before proceeding -- giving you plenty of time to bail-out. :)
• Even though you're heavily-prompted A) before getting to this screen and B) before proceeding with the Status changes, Peeps also automatically writes-out a *secret* file (.CSV) that contains a list of every item that was Statused. ;)
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Split Based on Age of Item, or Selling Price of Item
I'm proud to announce what is essentially the last, 'big thing' to add to the software -- custom Splits based on *EITHER* the selling price of the item, or the age of the item.
Splits & Terms can now be set to one of the following:
• Normal
• Price
• Date
The Normal Split is the one that's been there all along and is what most stores would utilize -- e.g. 50/50, 60/40, etc.
The new Price Split, is based on the selling price of the item. You can add as many 'tiers' as you need and when the item sells, the consignor's split will be based on the price range outlined in your terms.
The new Date Split, is based on the age (days old) of the item. You can add as many 'tiers' as you need and when the item sells, the consignor's split will be based on the days-old range outlined in your terms.
I still don't think this type of Split is beneficial to stores -- it over-complicates things and consignors like to see simple terms @ "You get 40% when it sells, items older than 90 days become store property." Nonetheless, this is one of the final 'big' pieces to add, to ensure Peeps' Software can literally handle *any* possible split option. :)
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Digital Signature When Paying With Store Credit
Signature capture for Store Credit payments is here! For stores on BluePay with signature capture PIN Pads OR stores with a Peeps' Signature Pad (no credit card processor required!), you can now use that to collect signatures when a shopper uses Store Credit.
This helps *prove* a shopper did in fact pay with their Store Credit (even though the history on their account reflects this).
BluePay -- To enable Signature Capture for Store Credit, head to Settings > Point of Sale > Credit Cards and check the 'Store Credit' box.
Peeps' Signature Pad -- To enable Signature Capture for Store Credit, head to Settings > Point of Sale > More... and check the 'Store Credit Signature Capture' box.
If a signature is captured, you can view it within their account by right-clicking the History entry for their Store Credit Payment.
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Digital Signature On Cash Payouts
Signature capture for Cash Payouts is here! For stores utilizing BluePay or X-Charge with a signature capture PIN Pad, you can now capture signatures when cutting Cash Payouts!
You can choose to capture the signature during the payout process itself, or after the payout has already completed, by viewing the payout.
If you have BluePay or X-Charge already enabled, you'll see a new 'Collect Signature' checkbox when cutting payouts. This is un-checked by default, but once you check it, it'll remain checked from here on out (unless un-checked again).
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Option To Disable Paper Receipt Copies for Digital Signature Capture CC Sales
There's a new option for BluePay customers, so you can disable the 'Merchant Copy' receipt from printing, *IF* a digital signature was captured.
Head to Settings > Point of Sale > Credit Cards and un-check the 'Print Merchant Copy' option, if you'd like to disable paper copies when digital signatures are captured.
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Add 'No Layaways!' Notice/Text On View Layaways Screen, If No Open Layaways
The Search Layaways screen now displays 'No Layaways! :)' if there are currently no, open Layaways.
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Option To Enable/Disable Peeps' Built-in 'NumLock' Check
Peeps is the only software that proactively checks to see if your 'NumLock' key is on and alerts you if it's off -- we've seen just how many times a support call has come in over the years, saying "I can't type prices!!!" ;)
On some systems though -- e.g. compact laptops -- they don't have a NumLock key/keypad on the right. So we've made this check optional, so it can be disabled for those running Peeps on a compact laptop.
You can disable this under Settings > Point of Sale > More.
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Tax Option for 'POS Misc. Items'
POS Misc. Items can now be taxed! Where previously, all POS Misc. Items simply went in as 'Non-Taxable', you can now assign any of your taxes to a POS Misc. Item. :)
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'Aged Accounts' View Includes Accounts Owed $0.00, but Have Unpaid History Entries
I've improved the query/logic behind the 'Aged Accounts' notification!
Previously, it would include accounts who were owed $0.00, but the History entries for these hadn't been paid -- e.g. they earned $5.00 from a sold item, used -$5.00 as Store Credit. Thus, they never got 'paid' for these entries, thus, would show up in this query. There was nothing to be paid, but since their history entries were unpaid, they showed-up in the query.
You can also print this after the initial pop-up that appears when loading the software, via Reports > Accounts > Aged Accounts.
On a technical note, instead of loading this on 'FormLoad', I've moved it to a Timer which 'ticks' 1.8 seconds after the main form loads. :)
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Print Button on Search Inventory Screen
You can now print the list of results on the Search Inventory screen! There's a new Print button at the top-right of the screen. :)
There's also a new Access Level (Print Search Inventory) to go with this, so you can prevent employees from printing a list of your inventory. ;)
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Print Button on Search Accounts Screen
You can now print the list of results on the Search Accounts screen! There's a new Print button at the top-right of the screen. :)
There's also a new Access Level (Print Search Accounts) to go with this, so you can prevent employees from printing a list of your accounts. ;)
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Add Auto-Scroll to 'More...' tab on Account Overview
The 'More...' tab within an account, now automatically shows a 'scroll bar' on the right, if the screen is smaller -- e.g. on laptops.
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Option to Remove Store Name on Receipts (For-Use When Logo Is Enabled)
You can now remove/hide your Store Name on receipts! This is typically if a store has a store logo printing on the receipt and the logo already shows their name.
This feature is only available on the 'New-School' receipt, added in v2.13.
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When Changing Split to Buy Outright, Do NOT Prompt To Change Existing Items
Since Buy Outright items are unique @ having a Cost, then the convenient 'update existing items?' prompt would lead to Buy Outright items with no Cost.
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Make 'Numlock' Check An Option
Peeps' is the ONLY software on the market, that checks to see if your 'NumLock' key is on. Why? Because if your NumLock key is off on your keyboard, you can't type numbers...which means you can't type prices (e.g. when adding inventory, ringing-up sales, etc.)
However, on some computers -- e.g. laptops -- the NumLock might never be on, if they do not have a KeyPad on the right-hand side of the keyboard.
So for these unique situations, we've made this proactive prevention system, something those using laptops can turn-off. :) You can turn this off under Settings > Point of Sale > More.
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Make 'No Receipt Printer Selected' An Option
The prompt to alert that you don't have a Receipt Printer selected for POS, now only comes up IF your # of Receipts is set to more than 0.
This way, if you don't print receipts at all at a specific station, the prompt to alert you don't have a Receipt Printer, won't appear. :)
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Add 'Total Store Credit Payments' to Daily Email Summary
Store Credit Payments (both # of, as well as $ amount) has been added to the Daily Email Summary!
This is both so you can see how much was paid-out in Store Credit @ POS, as well as so you can spot any potential abuse/issues -- e.g. using Store Credit and then pocketing Cash, is a way I've seen employees try to abuse Store Credit on accounts.
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There's a new Payouts by User report! This allows you to filter based on the user/employee who cut the payout. You can view all payout types, or specific payout types, along with filtering by payout date and payout amount.
Also, on each of the payout reports, the User is now listed.
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Add Payment Date to Layaway Reports
The 'Date' each payment was made, now shows next to each payment on all three of the Layaway reports -- Open, Completed, and Cancelled.
This way, you can see when each payment was made. You could see this on each Layaway, but not when printing out a list of all Layaways.
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Each Drop n Go is now stored in the database, so you have a history of all Drop n Gos! For any Drop n Gos that were tied-to an account, you can see their Drop n Gos on their 'Drops' tab within their account.
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Print Pay Accounts Screen List of Accounts, Totals and Grand Total
The 'Pay Accounts' screen (used for bulk payouts, seeing total owed to accounts, etc.) can now be printed!
There's a new printer icon/button at the top-right. If any accounts are in the list, they'll be printed, along with the Total Owed, Total Accounts, and From/Through Dates selected.
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Inventory by Status shows $0.00 for Total Cost
This was being caused by an outdated database View.
This was reported by Melynda @ Hand-Picked!
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Print Employee on Sales Receipt
With the new 'New School' receipt, you can now choose whether or not to show/hide the employee on the sales receipt. :)
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Option to Automatically Log-out After Punching-in/-out
There's a new 'Auto-Logout' setting under Settings > Store > More... so employees can be automatically logged-out, after punching-in or out. :)
This way, for stores with multiple employees, they don't have to worry about someone else taking over the station after they punch-in/out. :)
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Move Sales Receipts Out of Reports Library (Slow Printing)
Point of Sale sales receipts have been moved out of the 'reports library' and into a much, much faster engine!
Where utilizing the reports library made for easy printouts, it takes a while for reports to compile and then print. For sales receipts -- especially with stores that have a lot of sales records -- this can compound and lead to really slow receipt printing.
Moving it into a hand-coded, native .NET printing function, has resolved this issue!
In addition to printing much faster, there are also a slew of new enhancements to sales receipts!
• Employee is now displayed (optional)
• Station is now displayed (optional)
• You can choose whether or not to show your store name text (e.g. if you're using your store logo and it already has your name in it)
• You can control the store name font and size
• You can change the 'label' for Employee, Station and Sale ID
• You can adjust the 'padding' (space between) your store logo and store name/info
• You can choose to show a scanable Barcode at the bottom of the receipt (which can be scanned-in to the Search Sales screen to lookup a sale)
• Fine Tuning -- This reveals options that let you control the 'detail' font size (each line item in the sale), the 'cut-off' length (i.e. the length of an item description before it will be shortened), the length at which the ellipses (...) will appear at the end, and lastly, 'Proper Case' (i.e. whether or not Item Descriptions will be forced to proper case or left as-is (e.g. all caps or not). These options help accomidate the variety of store inventory descriptions, providing an extremely flexible way to customize receipts for any type of store.
These options can be controlled via Settings > Point of Sale > Advanced.
This was originally reported by Frugality, as well as Mommy's Lil Rascals.
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Mini/Summary Receipt for Layaway Payments
Each time a payment is made on a layaway, a 'mini' receipt prints, outlining their current payment made, as well as their remaining balance-due.
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POS Payment Totals to Receipt Printer
The POS Payment Totals printout that auto-prints (if Use End-of-Day is enabled), can now be printed to your thermal receipt printer!
Previously, this printed to a single 8.5" x 11" sheet of paper.
To enable this, head to Settings and click the 'Options' button next to Use End-of-Day -- you can now select 'Use Receipt Printer' for End-of-Day printouts, which send both this + the Summary printout to your thermal receipt printer. :)
This was requested by Suki @ Closet Revival and Sue @ 2nd Chance!
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End-of-Day Summary to Receipt Printer
The Summary report that auto-prints at the end of the day (if Use End-of-Day is enabled), can now be sent to your thermal receipt printer! To enable this, head to Settings and click the Options button next to Use End-of-Day -- there's a new 'Use Receipt Printer' option, which also covers the POS Payment Totals.
This was requested by Suki @ Closet Revival and Sue @ 2nd Chance!
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Option to Hide 'Consignor Login' Button on Home Tab
The 'Consignor Login' button on the 'Home' tab, can now be hidden. :) For buy outright stores or stores not using Peeps' Consignor Login system, they might not want to see this button.
Head to Settings > Store > More... and un-check the 'Show Consignor Login' option if you'd like to hide this button.
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You can now search and print your Drop n Go history! On the main Drop n Go screen, there's a new 'Search' icon at the top-right.
You can adjust the Date From/Through for this list, as well as print it.
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If Item Expires While On Layaway, Options To Handle If It Should Really Expire
If an item is put on Layaway and remains on Layaway after when the item Expires, when it finally sells, the consignor wouldn't get their net due. Some stores might want to control whether or not items on Layaway, should Expire or not -- why penalize the consignor? :)
There's a new 'Layaway Start Date for Expire' option under Settings > Store > Policies. This makes it so items on Layaway, won't Expire based on the current date and thus, the consignor can still get their amount owed. :)
This was reported by Sherry @ Sadie's!
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Move Smart Pricing Check to 'Lost Focus' vs. 'Key Up' Event, to Make Typing Faster
The 'Smart Pricing' feature (i.e. High/Avg./Log) now triggers when you leave the Category Detail field, as opposed to happening as you type each letter.
On slower computers, this was creating a brief delay between each key-press.
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Cost (High/Avg/Low) History for Buy Outright (Like Peeps' Smart Pricing)
There's a new 'Cost History' feature while entering Buy Outright inventory!
To see the Cost History, click 'Cost' and you'll see the High/Avg/Low, as well as the Last amount the selected Category > Brand was purchased for. :)
This was requested by Suki, Tiffany, and Angela @ Closet Revival!
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View Layaway > Email Reminder Button -- 'Bubble' Hint Shows 'Print' :)
This bubble/hint now shows 'Email' instead of 'Print'. :)
This was reported by Sherry @ Sadie's!
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Option To Open Drawer (No Sale) When Updating Till
There's a setting under Settings > Point of Sale > More... that allows you to disable/enable whether or not the cash drawer will open, when updating the Till. :)
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Log to Core System Log, Each Time Till Is Updated
Each Till update/change, is now logged to the database. This provides a way to see each and every time a user updated the Till.
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Access Levels for Till (View & Update)
There are two, new Access Levels for the Cash Till:
• Till (Adjust)
• Till (View)
The former, allows you to block certain employees from adjusting/updating the Till amount. The latter, allows you to block them from viewing the Till at all.
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When viewing the Till, you can now choose to print this out as well.
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Sale Stats -- Average Sale $, Average # Items Per Sale, etc. (Like Daily Email Summary)
The Primary Sales Report now shows the 'Avg. Sale' and 'Avg. # Items' at the bottom/on the last page.
This was requested by Pam @ Worthy Girl!
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When Deactivating A User Account, Check If They're Punched-in
If you attempt to deactivate a user account *and* they are currently punched-in, Peeps will alert that they cannot be deactivated until they punch-out.
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Mailing Labels Cut-off If a Really Long Addr1 AND Addr2 on Account
Really long Address lines now wrap, so they don't cut-off. :)
This was reported by Bird In Hand!
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If % Off Coupon Is Added to a Sale, Then An Item Is Removed, Trap % Discount
Previously, if you added items to a sale, then added a % off coupon, THEN removed an item, the percentage off coupon would stay -- thus, the customer is getting more off than they 'deserve' since the total sale is now lower.
Now, if you attempt to remove an item from a sale that already has a % off coupon in it, Peeps will prompt to alert you that items cannot be removed until the coupon is removed.
This was reported by Kristina @ Worthy Girl!
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Taxable Sales $ Amount on Primary Sales Report, Is Too High -- Should NOT Be the Total Sale
The Primary Sales report was showing a higher amount for the Total Taxable Sales. Within a sale, you might have some items that are taxable, some that are not, so it isn't the *entire sale* that should count towards the total, it should be the sum of only the taxable items.
This was reported by Pam @ Worthy Girl!
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Make 'Print Payout Report' on Pay Account Screen Optional
The 'Print Payout Report' option/checkbox on the Pay Account screen, used to always be checked. So for stores who didn't want to print this every time, they had to keep un-checking it.
This checkbox is now 'sticky' -- i.e. it remembers your last setting. :)
This was reported by Elizabeth @ Mommy's Lil Rascals!
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Ability to Set Custom 'Cost' Percentages on the BOR Calculator
You can now set custom percentages for the Buy Outright Calculator! These previously only showed 20/30/40%.
Some stores have slightly different percentages when quoting/buying -- e.g. 20/25/30.
You can now set these to any percentage you'd like, by clicking the 'Options' button on the Buy Outright Calculator screen.
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Access Level for 'Re-Assign Payout Station'
There's a new Access Level named 'Assign Payout Stations', which prevents employees from changing the workstation at-which a Payout was cut.
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'Recently Paid' Tab on Recent Accounts Section
There's a new 'Recently Paid' tab on the Recent Accounts screen! When on the phone with customers, I noticed a relatively-common topic (especially in Buy Outright stores), is getting back to an account you know you *just paid-out recently*.
So I figured having a 'Recently Paid' list here would be helpful @ getting back to accounts quickly. :)
This list is limited to 20 accounts and looks for any accounts paid-out *this week*.
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BluePay -- Make the 'OK Amount?' PIN Pad Prompt Optional
For BluePay users, you can now disable the 'Amount OK?' prompt that requires the customer to confirm the amount they're about to be charged.
To disable this prompt, head to Settings > Point of Sale > Credit Cards and un-check the 'PIN Pad Prompt' option.
From then on, as soon as you hit the credit card payment and hit Enter for the Amount, the customer will immediately be prompted to insert/swipe their card -- without having to confirm the dollar amount first.
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X-Charge - Option To Require or Not Require ZIP & CVV
For stores still on 'legacy'/older credit card equipment (e.g. a swipe instead of a chip/EMV reader), X-Charge requires a CVV and ZIP Code verification.
This can be disabled within X-Charge though, so I've added a setting in Peeps' Software under Settings > Point of Sale > Credit Cards that allows stores to disable this. It is enabled by default.
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'No Payments' Prompt When Closing Software
A setting that was checking to see if any payments had been added when cancelling a sale, was leading to a message popping-up when simply trying to close the software.
This has been fixed!
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Option to Send Cash Payouts To Another Printer
There's a new option to send Cash Payouts to your Lists & Reports printer, instead of to the Check printer. :)
Under Settings > Printers, when you select the 'Checks' Printer Task, you'll see a new 'Use Report Printer for Cash Payouts' option.
If checked, when a Cash Payout is cut (and this covers all three screens -- Pay Account, Payout Advance, and Pay Accounts (Bulk) -- it will be sent to the printer selected for Lists & Reports.
This is to help stores who cut both Cash and Check payouts, but have a dedicated printer for Checks -- they don't want Cash payouts going to the printer that has Check stock in it. :)
This was reported by Elizabeth @ Mommy's Lil Rascals!
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Way to See Check Payments
The 'Check' POS Payment method has been added to the POS Payments List report.
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Clicking 'Cancel' on Yes/No/Cancel Status Prompt of Multi-Qty Item, Continues vs. Cancels
There was no 'action' tied to the Cancel button, telling it to bail-out. :)
This has been fixed!
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Inventory by Status -- Allow Long Details to Wrap to Double Lines
The 'Inventory by Status' report now 'wraps' to double (or more) lines, for items that have really long Descriptions.
This was requested by Doris @ Attic Fanatic. :)
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Manually Changing Price of an Item -- Sales Tax Rounds Incorrectly
A tax rounding issue when doing a POS Price Adjustment, has been fixed! The specific issue would only appear under the following circumstances:
• If your tax percentage was a 'compound' one -- 8.25%
• If an item's price was changed during a sale, by double-clicking to do a POS Price Adjustment
This was reported by Tiffany @ Closet Revival!
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POS Payment Totals -- Include Refunds
The POS Payment Totals report now includes refunds! There are two new totals on this report:
• Total Refunds
• Total Less Refunds
'Total Refunds' being the total dollar amount that went out the door for refunds. The Total Less Refunds, being the total payments taken in for all sales (i.e. gross payments), minus the refunds that went out, providing a way to see net payments.
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'Select Customer @ POS' Doesn't Select AFTER a Refund Was Done
There was an issue where, if you did a Refund and chose Store Credit as the refund payment method, the 'Select Shopper' screen wouldn't select a customer during a normal sale, until the program was closed.
This has been resolved. :)
This was reported by Tiffany @ Closet Revival, as well as Elizabeth @ Mommy's Lil Rascals!
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Ability To Disable Confirmation/Success Prompt When Statusing Items
On the Status Inventory screen, you can now disable the 'Success' prompt that comes up after each item is scanned/statused! This makes for quicker scanning, so you don't have to hit 'Enter'/click 'OK' after each successful status-change. :)
To disable this, while on the Status Inventory screen, click the little 'Settings' icon at the top-right and the 'Success' prompt can be un-checked.
From then on out, instead of popping-up a prompt, a little green 'Statused! :)' message appears under the Barcode ID field, so you can see it was a successful status-change.
This was reported by Lori @ NU2U!
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If Quick Cash Buttons Are Clicked AFTER Cash Amount Is Altered, Incorrect Change
Since it's an "either/or" @ either typing the cash payment amount vs. using the touch-screen 'Quick Payment' buttons, the buttons now disable if you click or type in the Amount field.
This should resolve the "If buttons are clicked and an amount is typed, incorrect change" issue.
This was reported by Traci @ Frugality.
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Add Customer/Shopper Info. to Primary Sales Report
If a customer was selected during a sale, their Account ID now shows.
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If 'V' + 'V' + 'Enter' Are Hit Quickly, Unable to Complete Payment or Sale
I've added a function that traps any non-numeric key taps in the 'Amount' field, to try and combat this issue. :)
This was reported by Holly @ 2nd Chance!
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If Check/Payout Printer Not Selected, Don't "Hard Stop" -- Just Disable Printing
In order to prevent issues that are common in other consignment/resale systems, Peeps' Software is unique and has a proactive prompt to tell you there is no printer selected for Checks/Payouts.
This alert though, would tell you, and then the Check/Payout process would (intentionally) close so you couldn't proceed until a printer was selected.
Under most circumstances, this is good. Sometimes though -- e.g. a brand new store that doesn't have a printer yet, or a store that never wants to print anything for Checks/Payouts -- you might want to proceed without a printer.
Now, this message comes up to alert you, but lets you proceed on the Pay Account screen. It does however, disable the print button, as well as the 'Print Payout Report' checkbox. This way, you can still use the 'Just Pay Now!' button to mark items as paid and then hand-write the check outside of the software. :)
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5 Minute Old Sale Alert Email w/ No Settings/Internet -- Leads to "Uh oh!"
If there's no Internet connection, or email settings enabled, when the "5 Minute Old Email" alert tried to send, it would cause an "Uh oh!" pop-up.
This has been fixed. :)
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"Beep, Bop, Boop, Bop" When Sending Peeps' Support Message
The recently added setting that checks to see if a store is on Peeps' Support or not, was causing an "Uh oh!" alert after sending the message to Peeps. The message would still send, but the alert popped-up and then the software would safely close itself.
This has been fixed. :)
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Barcode 'Nudge' To Move Barcodes Left/Right On Tags
There's a new 'Barcode Nudge' feature! For some stores, their Barcode IDs can get pretty long (e.g. if they have 100,000 items).
On certain tags, the barcode can be closer to the right-side of the tag, which can lead to it getting cut-off.
The new Barcode Nudge feature, lets you move the Barcodes left/right on each tag. Head to Settings > Printers > Tag Options and there's a new 'Advanced' button. Increasing the value for each tag, moves the Barcode to the right. Decreasing the value, moves it to the left.
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Status Item Receipt to Receipt Printer vs. Lists & Reports Printer
When statusing an item, if you have the 'Status' Receipt' option enabled, you can now choose whether or not to use your Lists & Reports printer for this, or your Receipt printer.
Click the little Settings icon at the top of the Status Inventory screen to control this preference.
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Various Reports/Printouts to Receipt Printer vs. Lists & Reports Printer
This is an overall 'capture' to outline the various printouts, which can now be sent to your thermal receipt printer!
• POS Payment Totals
• Summary Report
• Cash Payouts
• Payout Report (when using the Pay Account screen)
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Add 'POS Refund' to Account History List Drop-Down
You can now select/filter on 'POS Refund' in the Account History List report!
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POS Item-on-the-Fly -- Grammar @ "Are you sure you want to do cancel?"
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Additional Totals on Primary Sales Report
The Primary Sales Report has some new totals at the bottom, to help better see your net + stats.
There's a new Total Sales Less Refunds, so you can see your net sales.
There's also an Average Sale Amount, as well as Average Number of Items Per Sale total.
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Changes to Reports Screen
Instead of showing both a 'View' and 'Print' button for each report, there is now just a 'View' button. 'Print' was redundant, since you can print within the report itself *and* 99% of the time, you're typically viewing a report before deciding to send it to a printer -- especially if it's a 20+ page report.
One exception to this, are the Mailing Labels reports on the Accounts tab. Anytime a Mailing Labels report is selected, you'll see the View and Print buttons.
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Speed/Performance Improvements
You should notice both the initial opening of the software, as well as the opening of the Reports screen, are *much* faster.
Both of these screens had redundant report datasets on them, each of which were getting loaded the first time these screens were opened.
The main program form now appears almost instantly after logging-in and the Reports screen opens almost instantly as well. :)
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Option To Disable Prompt When Closing/Finishing Add Inventory
There's a new option that lets you disable the prompt that comes up when you close/start printing tags on the Add Inventory screen.
By default, this screen asks if you're sure you want to stop adding inventory, but you can now disable this! Click the settings icon at the top and un-check the 'Prompt When Closing' option.
There's still a safety catch to detect if you're in the middle of entering an item that hasn't been saved yet though -- i.e. if the Category is selected, it'll still prompt to help prevent you from losing an item you were still in the middle of entering.
This was requested by Sue @ 2nd Chance!
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There's a new 'Last Change Due' banner that shows in big, red text across the top of the screen!
This is so you can see the change due, long after the sale has completed. :)
This is on by default and remains visible for 20 seconds after closing the 'Change Due' screen (which stays open for 15 seconds, unless closed).
If you don't want to use this feature, it can be disabled via Settings > Point of Sale > More.
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Re-Assign Payout to ANOTHER Station, Other Than the Station You're Currently At
You can now assign Payouts to stations *other* than the one you're currently working at!
When viewing a Payout, there's a new 'Assign To Another Station' button. Clicking this brings-up a list of previously used Payout stations.
Note: If a station has never done a Payout, it will *not* show in this list -- only stations that have done a Payout before, will show in the list of available stations.
This was requested by Tiffany @ Closet Revival!
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Total Cost Shows $0.00 on Inventory By Status Report
The Total Cost field wasn't packed with the 'total' function, hence, it showed $0.00. :)
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Show Account On Sales + Layaway Reports
The Primary Sales Report, as well as each of the Layaway reports, now show 'Account' info. This way, you can see if a customer was selected (which would always be the case for a Layaway) and what their Account ID is.
Helpful for tracking down account-specific/customer-specific info. for sales.
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Payouts By Type Report(s)
On each of the Payouts reports, you can now run it for all Payout Types, or just specific Payout Types (e.g. Cash, Check, etc.)
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Total # Items Sold on Daily Email Summary
The 'Total # Items Sold' is now included on the Daily Email Summary!
This was requested by Holly @ 2nd Chance!
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Automatic 'After Sale Email'
There's a new 'POS Follow-up Email' feature!!! At the NARTS Conference this year, I spoke with a few storeowners who were interested in seeing an automatic email go out to the customer, each time they shopped.
In said email, they were wanting to include things like a link to their Facebook reviews page, or to their Google reviews page.
To enable this new feature, head to Settings > Point of Sale > More... You can customize the email message by clicking the 'Email Message' button. There's a basic email outline already in there for you. :) You'll notice a <Name> placeholder -- this automatically merges the customer's first name, anywhere the <Name> placeholder appears. You can use this in both the Subject as well as the Body. :)
Some notes about this email:
• There must be a customer selected during the sale.
• The customer must have an email address on file.
• The customers 'Email' check-box on their account, must be checked.
• Your email settings must be configured.
If any of the above are not true, Peeps' Software won't attempt to send the email.
This was suggested by Pat & Julie @ Red Balloon!
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Make '5 Minute Old Sale Alert' Optional
The 5-Minute Old Sale alert pop-up can now be disabled! If you don't want to see a notice when a sale has been left open for more than 5 minutes, head to Settings > Point of Sale > More and un-check the '5-Minute Old Sale Pop-up' option.
This was requested by Sue @ 2nd Chance!
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Option to Print Layaway Policy to Receipt Printer
You can now choose to print your Layaway Policy to your Receipt printer (instead of the Lists & Reports printer)!
By default, the Layaway Policy will print to a full 8.5" x 11" page. To use your Receipt printer instead, head to Settings > Store > Policies to edit your Layaway Text. There's a new option to 'Use Receipt Printer'.
This was requested by Sue @ 2nd Chance!
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Change 'Net' Column to 'Last Net' for Clarity
On the 'Items' tab within an account, the 'Net' column now shoes 'Last Net'.
I changed this after a store reported an account had earned money for an item that had expired. The account had in fact *not* earned money and their History tab reflected this -- the item had sold four times and the consignor only earned the first time it sold.
The 'Net' shows the last time a Net amount was earned, but since it just says 'Net', it can appear as though they're earning a Net...until you view their History tab, or pay them out.
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Option to Disable Prompt Before Reprinting Receipt from Search Sales
On the Search Sales screen, there's a 'quick access' Reprint Receipt button -- the goal being, so you can quickly reprint a receipt, without having to view the sale first.
When I added this button, I was sensitive to the screen it was on and thought it would be best to have a confirmation before printing, to prevent an accidental print/drawer open.
There's a new Settings icon at the top right, that allows you to disable this confirmation prompt. :)
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I've added a new 'Top Sizes' chart! Head to Reports > Charts and you'll see the Top Sizes chart available.
And just like all other charts, you can specify dates, as well as save the chart to file, print-out the chart, or email a copy of the chart to yourself. :)
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Sales > Items Sold Shows Incorrect Date for Sold Date
The 'Items Sold' report 'Date Sold' field was using a column from the wrong (copied/pasted) database query. :)
This has been fixed!
This issue was reported by Tiffany @ Closet Revival!
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'Object Reference' Alert When Printing Primary Sales Report, ONLY If X, Y, Z
Doris @ Attic Fanatic had reported getting the 'Object Reference' alert when doing the Primary Sales Report. I could never reproduce the issue though. Even though I knew where/why that alert comes from, nothing about clicking the 'View' button and then printing the report, triggered it.
Found the issue was coming from...they click the 'Print' button. :) This button does not reset the From/Through variables, hence the alert.
In v2.13, the 'Print' button is removed and now is just one, larger, 'View/Print' button, to prevent someone from accidentally printing 100 pages vs. viewing the report first. :)
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Option To Disable 'Success' Prompt When Cutting Account Payouts
You can now disable the 'Success' prompt when cutting Payouts. I like the option being on by default, so you can see a clear notification that your payout was successfully completed.
I noticed it'd be nice to have the option though, to make the workflow quicker, but not popping-up a message.
So you can disable this on the Pay Account screen, by clicking the Settings button at the top.
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Option to Set Preferred Payout Type
You can now set your 'Preferred Payout Type'! I'm still not a big fan of this one -- I've seen stores using other programs run into so many, "Oops! I meant to cut a Cash Payout, not a Check Payout!" and then have to void, re-pay, etc.
Nonetheless, I do get the need for it under certain conditions *and* it's off by default, so only those who *really* want it, can go and set their Preferred Payout. :)
This can be set on the Pay Account screen, by clicking the Settings icon. This is a per-computer setting, since I do have a lot of stores that pay in cash at one station/section of their store, yet pay in check in another section of their store.
This *only* affects the individual Pay Account screen -- not the bulk Pay Acounts screen.
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Option to Customize Itemized 'Payout Report' Title
The 'Payout Report' title can now be customized! This applies to both the full 8.5" x 11" printout, as well as the new 3" wide receipt version.
To change this, while on the Pay Account screen, click the Settings icon at the top right.
This allows stores to customize their consignor-facing/customer-facing printouts even more. :)
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Option to Disable 'Just a Heads-Up...' Prompt When Using 'Just Pay Now' on Pay Account
When cutting a Payout within an account, you'll get a notice if you click the 'Just Pay Now!' button, to alert you that you're going to be paying-out the account, but no Check or Cash Printout will happen.
This notice is to give you a heads-up, so you know you're about to pay the account, but won't get a Check printed or Cash Printout.
I thought it would be nice to make this optional though, so the workflow of the Pay Account screen goes much quicker when you're in the heat of the moment. :)
So you can now disable this notice, by clicking the Settings icon at the top of the Pay Account screen.
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Activity Log Entries for Software Opened & Software Closed
I've added two new Activity Types and log entres to the core Activity Log.
• Software Opened
• Software Closed
While you can already get mobile alerts when the software opens/closes *and* while you can see when an employee logs-in, the only way to see when the software is closed is to A) look at the backup file and B) look in the local text file on the workstation.
So I figured I'd add these to the core log, so they're stored in the database. :) Helps storeowners see first-hand, if an employee closed the software *early* one day. ;)
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Add Icons to Each Tab Under Splits & Terms
Added icons to each tab on the View Splits screen. I think it looks nicer. :)
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Print Mailing Label Within An Account
I've added a new 'Printout' on the More... tab within each account! You can now print individual mailing labels for accounts!
I hadn't had any requests for this, but I've seen stores want to do this in the past with other programs and not be able to do so + it's something that saves you from having to go to Reports to manually print one based on Account ID. :)
You'll be prompted to ask how many you'd like to print -- I figured I'd provide this vs. forcing you to only be able to print one. :)
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Right-Align Right-Side Elements On Tags/Labels -- e.g. Barcodes
The '2-Across Landcape' tags' barcode wasn't right-aligned. This resulted in the barcode 'growing' to the right and eventually getting cut-off.
This barcode is now right-aligned, so it grows back to the left. :)
Also, barcodes can be moved left or right on ALL tags and labels, via Settings > Printers. ;)
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Grammatical Error When Adding Markdown -- "Percentage Cannot 0%" :)
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Add 'Account' Column to Search Sales, To See If An Account/Customer Was Selected
I've added an 'Account' column to the Search Sales screen, for a better visual indicator that there was a customer selected for the sale.
While you could still click View Sale to see the customer info, seeing it from the main search list provides a clear way to see which sale did or did not have an account selected.
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Gift Card History by Card # Report
Added a new Gift Card History by Card # report!
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Add an Actual Barcode to Converted Items Report (or Other Report)
Added a second Converted List report, named Converted List w/ Barcodes. This allows stores that have converted from othe programs to Peeps, to not only have a printout of converted items, but to also have a scan-able barcode for each item.
This comes in handy in a variety of scenarios, such as auditing inventory, statusing items, etc.
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Add 'Check' Payment to Layaway Payments
'Check' payments have been added to the Add Layaway Payment screen!
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Signature Capture for Stores Without PIN Pads
Peeps' Software now offers complete signature capture, without requiring a credit card processor's PIN Pad!!!
We're proud to introduce Peeps' Signature Pad! -> https://thecomputerpeeps.com/product/signature-capture-pad/
With a Signature Pad, you can utilize signature capture and store signatures on-file in the following places throughout the software:
• Consignor Contracts/Account Agreements
• Cash Payouts (both during or after, when getting picked-up)
• Store Credit payments @ POS
Peeps' Signature Pads can be purchased online or give us a buzz @ (888) 374-5422!
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Turn off 'Multi-Select' for Datagridviews on Account Overview Tabs
Multiple rows -- e.g. items, history entries, etc. -- can no longer be selected! I noticed a few stores selecting multiple rows, which gives the impression "you can do things to just these items" after you right-click. :)
Until that sort of functionality exists, it's better to disable multi-select on the DGVs.
All other DGVs -- e.g. Search Inventory, Search Accounts, Search Sales, etc. -- already have multi-select off.
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Print 'Search Sales' Screen/List
You can now print the list of results on the Search Sales screen! There's a new Print button at the top-right of the screen. :) While I was adding this for the Search Accounts and Search Inventory screen, I thought it'd be handy to have on the third and final primary 'search' screen. :)
There's also a new Access Level (Print Search Sales) to go with this, so you can prevent employees from printing a list of your sales. ;)
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Reports > Summary -- Cosmetic/Layout Changes to Totals
I made some cosmetic changes to the 'Summary' group on the Reports tab. For a variety of factors (e.g. the 'Print' button was at the top-right), I had 'Today's Sales Totals' further down in the list.
When printing this, as well as just *looking* at it, it didn't make much sense to have this 4th on the list.
So 'Today's Sales Totals' has been moved to the top, then 'Sales Entered Today', then 'Items Entered', then 'Accounts Entered', and the rest of the summaries/totals are in their original position.
This is for both the screen itself, as well as the printouts for these.
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You (or employees who have access) can now print the 'My Stats' screen! This prints to the printer set as your Receipt Printer.
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'Color' Quantity Background on Search Retail Items, If Lower Than Alert Level Quantity
On the Retail Inventory screen, if your Quantity is less than the 'Alert Level', it will display in red so it stands-out.
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Print 'Search Layaways' List
You can now print the list on the 'Search Layaways' screen! The 'Open Layaways' report always existed, but I figured while I'm adding print functionality to the various 'Search' screens, might as well add it here too. :)
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Search Accounts > Phone # -- Search Improvements
Searching both the Search Accounts and Select Shopper screen by Phone # has been improved!
Previously, the way the search matched against how the phone # is stored in the database, results wouldn't show-up once you typed beyond 6 digits. This was simply a poor implementation of the DGV search on my part.
This has been handled at the query-level now, so results are matched even when you type in the entire phone # -- e.g. typing 8883745422 will return results for (888) 374-5422. :)
This was reported by Elizabeth @ MLR. :)
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Generated: 7/31/2019 12:49:42 PM