SMARTSystem Release Summary from January thru December 2021
SMARTSystem Release Summary
January thru December 2021
Your SMARTSystem Support Plan (SSP) provides you periodic updates to the SMARTSystem for features added, improvements made, and issues resolved. These SMARTSystem Software enhancements, changes and fixes are done to help you better manage your business operations.
Abbreviations:
There are 3 Types of changes:
o ADD- New program
o IMP Improvement
o RES Issue Resolved
DPC Discount Price Code Sub-System
PO Purchase Order
UDQ User Defined Query for reporting and to export data to excel.
UPC Universal Product Code identifies the inventory product referenced
January 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
Added option to print Shelf Tag Labels with UPC or Product Code |
IMP |
212213 |
| 2 |
Purchase Report Changes |
IMP |
212193 |
| 3 |
Pickup Order Label Printing |
RES |
212223 |
| 4 |
Piece Count and Invoice Comment Functions in System Control Options Separate Checkboxes |
IMP |
212202 |
| 5 |
Add Filter for Sold Items based on Incoming for Tags |
IMP |
212110 |
| 6 |
Added printer settings utility to Sales Menu for all Users |
IMP |
212214 |
| 7 |
Projected inventory Status Report correction for invalid Entry |
RES |
211591 |
| 8 |
Add option to Sales Order Entry program to create sales order from excel import |
IMP |
212217 |
| 9 |
When PO closes re-calculate On Order quantities, plus logging added for inventory update in PO SetOnOrder function |
RES |
212222 |
| 10 |
Mask credit card numbers, except the last 4 displayed in sales order |
IMP |
212238 |
| 11 |
UDQ Sales by Farm |
ADD |
212241 |
| 12 |
Provide Sub-system to interface with Woo Commerce websites |
ADD |
212265 |
| 13 |
Holiday Pre-book not showing under certain condition when order created |
RES |
212268 |
| 14 |
Vendor Import-add Account Number |
IMP |
212277 |
| 15 |
Add option to rotate 5x3 shelf label printing 90 degrees |
IMP |
212282 |
February 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
Fix lower limit for availability to sell on website |
IMP |
211751 |
| 2 |
Fix sales date error in Dashboard |
RES |
212259 |
| 3 |
Add back-order filter by suffix; add web sales only option to Sales by Product and Sales View |
ADD |
212291 |
| 4 |
Add option to only show un-invoiced orders to Sales by Product report |
ADD |
212292 |
| 5 |
Added logic to assess delivery charge on consolidated invoices |
ADD |
212288 |
| 6 |
Import DPC fields to create Discount Price File |
ADD |
212301 |
| 7 |
Added ability to send images with Quotes |
ADD |
211682 |
| 8 |
Invoice Exporting again when Payment taken on an invoiced sales order. |
RES |
212297 |
| 9 |
Added additional options and criteria to Product Sales by Date Report |
IMP |
212289 |
| 10 |
Modified option to include Images on Quotes |
IMP |
212309 |
| 11 |
DPC program load time, Categories and Subcategories sorting |
RES |
212299 |
| 12 |
Quote document not printing enough pages when images included. |
RES |
212311 |
| 13 |
Changes to lock form during sales order cancelation |
IMP |
212313 |
| 14 |
Option to exclude dump customer in Top Sold Products report |
IMP |
211517 |
March 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
Fixed Screen grid error in State table maintenance |
RES |
212325 |
| 2 |
Prevent duplicate Customer Type Screen entry |
RES |
211617 |
| 3 |
Add vendor filter to Future Inventory Requirements |
ADD |
211414 |
| 4 |
Do not show Inactive items on Batch Production Entry |
RES |
211375 |
| 5 |
Price Label Maker Changes |
IMP |
212328 |
| 6 |
Made change to distinguish Smart field from web field |
IMP |
212304 |
| 7 |
Groups Label needs to be centered on 5.5 wide paper |
RES |
212351 |
| 8 |
Sell-by-Date Changes |
IMP |
212284 |
| 9 |
Managers Dashboard update |
RES |
212333 |
| 10 |
Changes to Price Label maker |
IMP |
212328 |
| 11 |
Consolidated Customer Invoice Payments report adding delivery charges. |
RES |
212300 |
| 12 |
Prevent MOTM to enter sales for customers on Admin Hold |
RES |
212099 |
| 13 |
Discount was not being applied properly |
RES |
212260 |
| 14 |
Show Special Note and Substitution in popup on summary tab |
IMP |
212332 |
April 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
SMARTScan Combine Quantities by Product Code. Play fail sound on bad scan detected in entry field. |
IMP |
212386 |
| 2 |
SMARTScan changes to edit quantities. Play Success Sound on successful scan. |
IMP |
212387 |
| 3 |
Improvements to Customer maintenance Import |
RES |
212385 |
| 4 |
Develop improvements to common Website logic |
RES |
212310 |
| 5 |
Minimum Quantity Reorder Report |
IMP |
212354 |
| 6 |
Bill of Lading Address Fix |
RES |
212349 |
| 7 |
Sales Summary Inquiry Description Change |
IMP |
212350 |
| 8 |
Resolve Website handling When No Ship Via Assigned
|
RES |
212366 |
| 9 |
Make changes to handling Categories and Subcategories in shopping area of website for pre-book products |
RES |
212367 |
| 10 |
Correction for new inventory item throwing errors under certain conditions when selected for prebook order |
RES |
212364 |
| 11 |
Implement change for inventory flagged to not allow pre-booking for pre-book sales orders |
RES |
211583 |
| 12 |
Corrected Small font size for some items in the warehouse set aside program |
RES |
212359 |
| 13 |
Website not displaying product available to sell that have On-hold quantity
|
RES |
212382 |
| 14 |
Woo Commerce interface revised when creating a new customer because of email address not being detected |
RES |
212379 |
| 15 |
Do not allow sales to Administrative Hold customers with certain condition |
RES |
212210 |
| 16 |
Hide cancelled Invoices |
RES |
211881 |
| 17 |
SMARTScan - Allow Editing Quantities / Play Success sound |
IMP |
212386 |
| 18 |
Order place for invalid date |
RES |
212392 |
| 19 |
Sell by Date Fix |
RES |
212363 |
| 20 |
PO Advice report based on Min/Max reorder quantities |
IMP |
212388 |
| 21 |
Add new Fields to Vendor table |
IMP |
212370 |
May 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
Add Paytrace Integration to SMARTSystem |
ADD |
212400 |
| 2 |
Add Formal PO printing option to SMARTSystem |
ADD |
212389 |
| 3 |
Make revisions to PO Advice Report |
ADD |
212421 |
| 4 |
Add Option to Sales History Comparison Report to ignore Dump Customers |
ADD |
211198 |
| 5 |
Revise Price Level 2 Calculations |
RES |
211666 |
| 6 |
Ignore option to Internal Transfer Customers on Customer Sales History Report |
ADD |
211306 |
| 7 |
Inventory Reconciliation change to handling Holds |
RES |
212439 |
| 8 |
Resolve Internal PO emailing condition |
RES |
212446 |
| 9 |
Sales by Product Report |
RES |
212419 |
June 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
Prioritize Contract Pricing over Web Pricing |
ADD |
212475 |
| 2 |
Revise Employee Discounts |
ADD |
212444 |
| 3 |
Add more options to Sales Price Scheduling |
ADD |
212445 |
| 4 |
Add Line hold to Prebooks for Web Orders |
ADD |
212478 |
| 5 |
Changes to Pick Ticket to show $ sign |
ADD |
212344 |
| 6 |
Sales History Report Timing Out for long date ranges |
RES |
212509 |
| 7 |
Add Copy/Paste to Web Inventory Management |
ADD |
212489 |
| 8 |
Revise Inventory Import |
RES |
212510 |
| 9 |
Comment field too long for Woo Commerce integration |
RES |
212522 |
July 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
Position Cursor at Comment Field Text Box in Summary Grid after selecting product |
IMP |
212356 |
| 2 |
PO Overstrike issue / Prevent printing In Process PO's |
RES |
212464 |
| 3 |
Fixed problem with % in Ship Vias that prevented creating orders and invoicing |
RES |
212537 |
| 4 |
Add "Qty On Hold" to Product Aging Report |
IMP |
21781 |
| 5 |
Sales Backorder Checkbox highlight when zero or negative inventory is in use |
ADD |
212533 |
| 6 |
Add new option to Customer Sales History by Shipper |
ADD |
212414 |
| 7 |
Corrected Credits in Salesperson Performance Report for Entered by Salesperson |
RES |
212558
|
| 8 |
Improved PayTrace Customer Vault processing |
IMP |
212567 |
| 9 |
Create exception handling in PayTrace Transactions when data is missing |
IMP |
212569 |
| 10 |
Create New Receiving label for SMARTScan bar coding |
ADD |
212525 |
| 11 |
PO Overstrike Issue on multi-page Purchase Orders |
RES |
212564 |
| 12 |
Cost of Inventory by category report change |
RES |
212565 |
| 13 |
User Defined Query - List by Category alphabetically all the sub-categories associated with that Category |
ADD |
212571 |
| 14 |
When Add to Quantity of Existing Product is scanned, price is not being used as a criteria |
RES |
212568 |
| 15 |
Corrected validation issues in Paytrace Customer Import |
RES |
212569 |
| 16 |
Improve Credit Request processing by Salesperson |
RES |
212539 |
| 17 |
Bill of Lading Address alignment |
RES |
212349 |
August 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
Corrected multiple issues with MAS EOD export for multiple locations |
RES |
212398 |
| 2 |
Sales Document Processing added batch processing of Pre-Books to Sales Orders after the truck arrives and product is received |
ADD |
212516 |
| 3 |
Add Check if Sales Order already processed for Consolidated Invoice and Payment |
IMP |
212516 |
| 4 |
Expand Invoice for General UPC to print bar code |
ADD |
212586 |
| 5 |
Prompt for Number of Box Labels and UPC labels |
ADD |
212566 |
| 6 |
Fixed problem causing invoiced orders to update the invoice immediately when they were loaded |
RES |
212594 |
| 7 |
Added barcode to Invoice for General UPC for Invoice Only option |
ADD |
212595 |
| 8 |
Big Screen Warehouse Monitoring to show what is going out on the runs for the day |
ADD |
212479 |
| 9 |
Added code to prevent Processing All buttons in Standing Sales Orders multiple times |
RES |
212582 |
| 10 |
Changes to Future Inventory Status report |
IMP |
212453B |
| 11 |
Correction for an issue when adding products to sales orders |
RES |
212495 |
| 12 |
Made a change to allow printing labels for pickup orders |
ADD |
212602 |
| 13 |
Correction for issue with sales tax showing incorrectly on quotes |
RES |
212456 |
| 14 |
Program crashes when emailing invoices in Warehouse Order Management under certain conditions |
RES |
212609 |
| 15 |
Fix for items missing on IAG (Inventory at a Glance) G3 labels |
RES |
212630 |
September 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
Fix for SMARTSystem Inventory Import Problem with Inventory Location |
RES |
212623 |
| 2 |
Selective ordering tab not refreshing w/ customer's price level |
RES |
212625 |
| 3 |
SMARTScan Inventory Adjustments |
ADD |
212526 |
| 4 |
Identify Allocated Product on Receiving Labels |
ADD |
212581 |
| 5 |
Add Sales Rep filter to the View Invoice screen |
ADD |
211315 |
| 6 |
Inventory Hold Logging and Report |
ADD |
212362 |
| 7 |
Inventory Reconciliation Message Problem |
RES |
211630 |
| 8 |
POS "Enter Payment" is hanging under certain conditions |
RES |
212614 |
| 9 |
Fix issue with master inventory reconciliation synchronization |
RES |
212668 |
| 10 |
Limit Staff Access to View Costs |
ADD |
212642 |
| 11 |
Establish Price Level for Costs to Sell Branches |
ADD |
212644 |
| 12 |
Missing info needed on IAG (Inventory At a Glance) labels |
RES |
212630 |
| 13 |
Sales Document Processing change for moving buttons |
RES |
212676 |
| 14 |
Hold issues in inventory reconciliation |
RES |
212477 |
| 15 |
Add Export to Excel button to Open Orders Sales Report |
ADD |
212673 |
| 16 |
Corrected issues with new customer registration on Website |
RES |
21863 |
October 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
Resolve Inventory Replication follow-up to recent changes |
RES |
212693 |
| 2 |
Replicate Inventory on Import and create an Adjustment Record |
ADD |
212683 |
| 3 |
Option to Adjust Volume Discounts When Scheduling Price Changes |
ADD |
212643 |
| 4 |
Sales Price Scheduling Replication |
ADD |
212681 |
| 5 |
Sales Price Maintenance Replication |
ADD |
212682 |
| 6 |
Future Inventory Status Comparison Report Changes |
ADD |
212675 |
| 7 |
Changes for MOTM (Mobile-on-the-Move) Orders |
RES |
212469 |
| 8 |
Add Alt Shipper Armellini Shipper Code to Prime |
IMP |
212635 |
| 9 |
Replicate Price when changed in Volume Discounts |
ADD |
212684 |
| 10 |
Customer Import Fix |
RES |
212707 |
| 11 |
Sync Price Changes shown for Web Price |
RES |
212729 |
| 12 |
Texas Registration emailing |
RES |
212696 |
| 13 |
Add Extra Line on Invoice when Barcode Printed |
IMP |
212701 |
| 14 |
Correction for Customer Vault Entries with Apostrophes |
RES |
212727 |
| 15 |
Improve Purchase Orders Response |
IMP |
212737 |
| 16 |
Add Checkbox to create Pre-Books on Webpage |
IMP |
212738 |
| 17 |
Change Shopping View from Thumbnail to Tile |
ADD |
212702 |
| 18 |
Change to Prime EDI |
RES |
212741 |
| 19 |
Standing Purchase Order changes |
RES |
212752 |
| 20 |
Change Default Start Date for Incoming Availability |
IMP |
212561 |
| 21 |
Add Customer Sold To State to the Sales View |
IMP |
212679 |
| 22 |
Add a Salesperson filter to the Incoming Distribution |
IMP |
212563 |
| 23 |
Add Guest Checkout to website |
IMP |
212629 |
November 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
Add Customer Contact to Sales Customer Info Screen |
IMP |
212216 |
| 2 |
Lock Sales Order After Printing Pick Ticket |
IMP |
212740 |
| 3 |
Select the Pickup checkbox on Sales Order when pickup is selected in Pick Ticket Selection for Invoice Consolidation |
IMP |
212763 |
| 4 |
Updating price on Sales Order |
RES |
212424 |
| 5 |
Consolidated Invoice needed to be separated out delivery charges on pick up orders
|
RES |
211382 |
| 6 |
Unreceived POs from previous years are showing as "arriving" this year
|
RES |
212164 |
| 7 |
Customer Sold to/Ship to getting changed on sales order - billing the incorrect customer. Restrict this change. |
RES |
211424 |
| 8 |
Refresh Selective Ordering tab with customer's price level
|
RES |
212625 |
| 9 |
Sales Document Processing not printing under certain condition |
RES |
212764 |
| 10 |
Added to Ship Via for Purchase Orders the New Per Box Handling Charges |
ADD |
212606 |
| 11 |
Inventory Import Correction |
RES |
212779 |
| 12 |
Correction for an issue with price embedded bar code labels when add to order is disabled in system control |
RES |
212772 |
| 13 |
Adding new images created Server error |
RES |
212750 |
| 14 |
DPC (Discount Product Code) code SPE is adding discounts |
RES |
212773 |
| 15 |
PO Change to sort by Item Number and Mixed Box Number (MB#) on printed purchase order |
RES |
212695 |
| 16 |
Prevent SMARTSystem crash if internet goes down |
RES |
212792 |
| 17 |
Traze SMARTSystem Components |
ADD |
212705 |
| 18 |
Eliminate Supervisor Password Requirement for each line item changed to an invoice order. One time password OK. |
IMP |
212781 |
| 19 |
Buyers Purchasing Report Showing Duplicates on Some Orders |
RES |
212791 |
| 20 |
Color Labels for Shelves with Pictures |
IMP |
212670 |
| 21 |
Change Hours on Website |
IMP |
212766 |
| 22 |
Application Restart Fix on Cloud Server |
RES |
212811 |
December 2021:
| #
|
Description
|
Type
|
Ver. ID #
|
| 1 |
Website can now use SMARTSystem volume discounts |
ADD |
212812 |
| 2 |
Cut off time is not permitting pickup customers to place order for the same day |
RES |
211966 |
| 3 |
Allow importing Alternate Shipper in Customer |
IMP |
212774 |
| 4 |
Incoming Item Distribution Report Changes |
IMP |
212674 |
| 5 |
Upload ONLY all customer credit cards with special characters in their names converting to PCI Compliance |
IMP |
212814 |
| 6 |
Modify PO Detail EOD import to notify user if info is missing |
IMP |
212826 |
| 7 |
Order Group in Sales View Dropdown resolved |
RES |
212420 |
| 8 |
Improved Big Screen App for Warehouse and Drivers |
ADD |
212708 |
| 9 |
Add Option to allow setting Ship Date for Standing Purchase Orders
|
IMP |
212234 |
| 10 |
Product Quota Management by Customer for Grower Sales |
ADD |
212613 |
| 11 |
New System Control Switch for Stems Per Bunch Validation |
ADD |
212820 |
| 12 |
Salesperson Sales by Category Totals adjusted by Credits |
RES |
212806 |
| 13 |
Option to update Product Locations and Back Stock Quantity from Staged Inventory |
IMP |
212778 |