SMARTSystem Release Summary January thru May 2022

#

Description

Type

Ver. ID #

1

Big Screen Program Will Display When There Were No Orders For The Day

RES

2

Added System Control Option to Enable Box Packing

IMP

222872

3

SMARTScan Barcode Pallet Receiving:

Receive pallets that have products mixed from multiple purchase orders to improve receiving efficiency by scanning the UPC and GTIN codes that are printed on the boxes without first identifying which purchase order it is related to and without placing a SMARTSystem generated identification label on each box.

ADD

222667

4

Allow Editing Primary Shelf Location from Price Lookup in SMARTScan Tools:

The SMARTScan Tools Price Lookup screen shows the shelf location as a read-only value. This was changed to show it in a textbox that will allow changing the value of the primary shelf location when the set button to the right of the field is tapped.

IMP

222807

5

Determine How Many Devices Are Running MOTM and Updates to MOTM2 (Cell Phone version)

IMP

222777

6

MOTM2 Resolved Condition for Duplicate Invoices

RES

222882

7

Product Lookup is Clearing SKU Field to Prep for Next Scan

RES

222885

8

Added Master System Control Option to Show Full Credit Card Number in Customer Screen

IMP

222883

9

Added System Control Option to Show Alternate Shipper on EOD:

A new system control option is added to the Options tab in System Control to Show Alternate Shipper on EOD Reports. When this new option is enabled the Alternate Shipper Code will be shown on the Invoice Register by Date report and the Invoice Payment Register.

IMP

222869

10

Allow Incoming Products to Only Show When a New "Release to Web" Option is Checked on the PO:

A new system control option is added to the Mobile / Web tab to Show Release to Web option on Purchase Orders and on the PO document processing screen. When the new system control option is checked, a new option will appear on the Purchase Order and a new checkbox column will be added to the PO document processing screens to Release to Web.

IMP

222355

11

Improved Performance With Type 2 Pick Ticket

IMP

12

Future Inventory Status Report Resolved From Timing Out

RES

222892

13

Running Multiple Copies of SMARTSystem So That It Allows 1 Copy Per Session Not 1 Copy Per Computer

IMP

14

Added a Default Value for Customer Discount Settings To the Customer Import

IMP

221786

15

Added Feature For Separate Logos For Company Defined By SetPath Option

IMP

222896

16

Added Print Option For Inventory Picture Viewer:

Added a Print Button to the Inventory Pictures Screen Which Will Print the Current Screen Depending on What Filters Are being used. Provided an option to show only inventory items that do not have pictures.

IMP

222858

17

Added Credit Amount On Invoiced Sales & Credit Report

IMP

222888

#

Description

Type

Ver. ID #

1

Added Option to Show Unit Price On Sales By Product Report:

A new checkbox option is added to the Sales by Product Report that will show a new column for the Unit Price for each line item. When checked, this will show the average unit price in the total line for each product type.

IMP

222897

2

Showing Customer Type In Customer View:

The customer view is modified to include a column for the customer type. The customer view list has been made to fit one page wide when printed.

IMP

222901

3

Added Option to Disable Inventory Price Replication:

A new system control option was added to the options tab to disable replicating price changes for customers with multiple locations. When enabled, all locations will be able to modify their prices in the Sales Price Maintenance screen without overwriting the prices at the other locations. Prices will still be replicated when new inventory items are created. Prices will not be replicated when pricing for existing products is updated.

IMP

222898

4

Allow Print Individual Grower Style 3 Label For Unboxed Items When Show Box Packing is Enabled

IMP

222913

5

Added PMA Product Code to Inventory Record:

A new field was added to the Inventory Table for the PMA Code which is up to 14 characters in length.

IMP

222910

6

Sales Order Performance Report Improvement

IMP

222922

7

Added a Do Not Export to Accounting Info Tab on the Vendor Maintenance Screen:

A Do Not Export to Accounting option was added to the accounting tab on the vendor maintenance screen. When this option is checked for the vendor, that specific vendor and the purchase orders for the vendor will not be exported to accounting when the end of day process is run.

IMP

222890

8

Showing Invoice Surcharge in Other Charges on Sales Order Screen:

A new system control option was added to always show invoice delivery charge and balance due on sales orders. A second system control option was added to include surcharge in the delivery charge shown on sales order.

IMP

222808

9

Added a System Control Option to Not Write Comment When a Product is Substituted

IMP

222932

10

Coloring Cart Items When Manual Backordering is Used

RES

222937

#

Description

Type

Ver. ID #

1

Added Option to Override Duplicate PO Reference:

A new system control option was added to the Sales Miscellaneous tab to prevent duplicate PO Reference Entries. When this option is checked the system will check all other sales orders for the same PO Reference value when the data in the field is validated. If a duplicate is found, a pop up will be shown letting the user know that a duplicate was found and provide a field to allow entering the supervisor password to allow the duplicate. If the supervisor password is not provided either by clicking Cancel, the red x, or Ok with a blank password, focus will return to the PO Reference field until the user clears the field or enters a valid value. Blank PO Reference values are allowed to be duplicated without entering a password.

RES

222909

2

Added Option to Hide the View Invoice Option on Sales View Context Menu:

Added a System Control switch to Hide the View Invoice option from the context menus in the Sales View and Warehouse Order Management. When the Hide View Invoice Option From Context Menus option is enabled,

View Invoice Option will be hidden from the user.

IMP

222924

3

Resolved Ship Via Properties on the Sales Order Screen to Show Number of Delivery Labels

RES

222961

4

Created Customer Carrier Import Tool:

Added a new import tool, Import Customer Carriers, and placed in the import menu under Customer Balances.

ADD

222930

5

Resolved Sales Orders Being Locked When Printing From Invoice Screen After Consolidation

RES

222958

6

Resolved Sales By Product Report Showing Non-sequitur Dates in the Modified Column

RES

222873

7

Pick Ticket Type 2 Improvements:

Added larger font to make it easier to read in warehouse for Ship To Name and Ship via Name. Added the customer primary phone number under the City/State.

IMP

222951

8

Resolved Source in Mixed Box to Hold Change on Purchase Order

RES

222948

9

Resolved Purchase Order Worksheet Word Wrap Cutting Off Text on the First Line

RES

222946

10

Added New Product Discounts by Sub-Category:

Added a new system control option to the Sales / Misc tab to Enable Subcategory Discounts. This option will be added near the other discount settings in the Misc tab. Added a notice near the checkbox to enable Subcategory Discounts to notify the user All other discounts will be disabled. In red bold lettering.

The subcategory screen was modified to allow entering three distinct quantity and price break levels.

IMP

222893

11

Added Checkbox to Omit Pre-book Orders on Pull Sheet

IMP

222979

12

Added Unit of Measure to Pull Sheet and G3 Label

ADD

222947

13

Allow Surcharges to be Applied to Pick up Orders

RES

222965

14

Added Option to Prevent Deleting Items from Purchase Orders:

Added a new option User Cannot Delete Items from Purchase Orders to the staff options staff screen to disable deleting items from purchase orders which need to be controlled at the user level. For users who have this option checked, the delete options will be hidden to prevent them from deleting products.

IMP

222978

15

Hide Shipping Grid in Warehouse Order Management Screen When Show Box Packing is Enabled

IMP

222985

16

Expanded Grower 3 Label to Print 13 Lines

IMP

222975

17

New Field Report for Grower Products Needed for Sales:

Created a report listing all of the products on pre-book sales orders that are due for shipment/delivery for a selected date.

IMP

222988

18

Follow Up on Duplicate PO Change:

Limited Duplicate Customer PO/Ref check to orders from the same customers with the same ship to address and orders within the last calendar year of the order's delivery date. No prompt for the override password if the correct password is entered.

IMP

222957

19

Added Heading to Pop-up Details in Product Committed Status Report

IMP

222842

20

Admin Hold Customers Are not allowed to Place Orders Through the Website

IMP

222412

21

Resolved Manual Backorder Issue and PreBook Sorting

RES

222999

22

Added Option to Not Show Comments on G3 Label to Sales

IMP

223000

23

Master Accounting System (MAS) menu Added Surcharges to Other Vendor Charges in PO

IMP

222982

24

Added Reservation Order Options to Mobile Web Tab:

Added a new checkbox to the sales order screen to allow identifying the sales order as a Reservation Order. This checkbox will only be available on Sales Orders and will be invisible on Pre-Book orders.

IMP

222868

25

Track Original Lot Number With Inventory Transfer and Print Label with Original Lot Number

ADD

223006

26

Added Comment to Credit Summary by Product Report

IMP

222998

27

Show the Box Numbers Everywhere Option:

Added the last 4 numbers of the Box ID to the Grower Style 3 label.

IMP

222949

28

Added New Price Override Password:

Added Sales Price Override Password to the General tab in System Control under the existing passwords. The prompt to override a price when a price lower than the defined minimum price is entered by the salesperson will be changed to ask for the Price Override Password and will only accept the Sales Price Override Password for validation.

IMP

222992

#

Description

Type

Ver. ID #

1

Added Changes to Make a Labels Group Loose Items By Boxes Based on POD pack:

The G3 Labels will now generate a label for products not boxed in the box packing screen or using advanced shipping. Boxes that are boxed from the box packing screen will still be printed normally.

IMP

223019

2

Show Number of G3 Labels in Warehouse Order Management Screen (WOMS)

ADD

223020

3

Resolved Processing Standing Orders Throwing an Error Before Completion

RES

223013

4

Change to Sales History Buyers Report:

Added a checkbox on Sales History Buyers Report to show an On-Order Quantity column.

IMP

222943

5

Resolved Manual Purchase Order Backorder:

Added a Manual Backorder button to the Quick Entry tab.

RES

222944

6

Streamlined Location Transfer:

Added an Instant Location Transfer checkbox on the current location transfer that is location aware. This Instant Location Transfer option fully completes the transfer immediately when the box is checked and transfer button is clicked.

IMP

222671

7

Allowing Customers to Over Order Against Products Reserved for Them and Preventing Ordering if No Product in Stock Before Order is Placed

IMP

223018

8

Created SMARTScan Box Scanning, Modified Inventory Count / Adjustment to Allow Importing Staged Data:

Added a new option to the SMARTScan Tools for SMART Box Scan. The default option for this scan program will be to capture the Quantity Received from the PO Line Item referenced in the barcode when the box number is scanned.

IMP

223027

9

Added New System Control Option to Allow All Locations to Use Sales Price Maintenance:

Added a new system control option to the System Control Options tab directly below the option to Disable Inventory Price Replication called Allow All Locations to Use Sales Price Maintenance.

IMP

223030

10

Added Option to Apply Surcharges to Pick-up Orders

IMP

223044

11

Resolved Sales History Buyer's Report Not Displaying Incoming Availability On Some Items

RES

223046

12

Added a Subtract Open Orders Option to Inventory Count / Adjustment in the SMARTSystem:

Added a checkbox to the top of the Inventory Count/Adjustment screen to subtract open orders from quantity entered.

IMP

223054

13

Price List Changes:

Updated the Category selection to a dropdown checkbox selection so that one or more categories can be selected.

Added a new Show all products checkbox to include products with zero on hand in the list. The default will only show products with on-hand quantity (the box will be unchecked).

IMP

223024

14

Product Quota Update

RES

223068

15

Modified G3 Label to Handle Line Items Sourced From Multiple Lots

IMP

223071

#

Description

Type

Ver. ID #

1

Added Optional Entry Parameter Feature to User Defined Queries (UDQ)

IMP

2

Resolved Printing a Large Number of Receiving Labels at the Same Time From PO Document Processing

RES

223076

3

Added Automatic Backorder Option To Main Inventory Count/Adjustment Screen

IMP

223078

4

Add new Account System: AccountMate:

IMP

223033

5

AccountMate Updates added to improve performance

IMP

223032

6

Resolved Pre-Book Colors When Negative Inventory is in use

RES

7

Corrected option in report center that was causing discounts showing on invoices generated by the website

RES

223015

8

Resolved Customer Name Not Fitting on the "Tag" Label:

Added a new checkbox on the Tags Screen to enable the smaller font for the tags to be printed.

RES

223061

9

Added Option to not Write Receiving to the Lots Entered Through Inventory Receiving

IMP

222844

10

Add new feature: Traze Internet Inventory

RES

223023

11

Added Sales Tax, Other Charges, Surcharges and Delivery Charges to Datablend Export

IMP

223085

12

Added New Inventory Item Sales History Comparison Report to the Sales Reports:

Added an Inventory Item Sales History Comparison Report.

IMP

222915

13

Cleared Lock Status on Screen When Order Selected from Sales Screen

RES

223111

14

Implemented Inventory Count Adjustment

IMP

223110

15

Resolved Sales by Product Report Inserting Blank Pages Between Each Printed Page

RES

223098

16

Created a Charges Only Credit Memo:

Using the existing credit memo procedures that require a current invoice added a button to Create Charges Credit Memo. The user will need to create an inventory item to be used for miscellaneous charges credits before being allowed to create any Charges Only Credit Memos.

ADD

223034

17

Added New System Control Checkbox to Print Standard Pick Ticket

ADD

223105

18

Added Old Vendor Code to AccountMate EOD

ADD

223102

19

Resolved Sales Order Locking During Invoicing

RES

223097

20

Resolved Sorting Issue in Summary Grid

RES

223114