POSIM ENHANCEMENTS, UPGRADES & CHANGES

POSIM 18 Major Enhancements

  1. Added the ability to import CSV files through import manager
  2. Added the ability to send emails with automatic DAR exports
  3. General Preferences only allows one active window at a time
  4. MailChimp linker automatically merges duplicate contacts on upload
  5. Added checkbox preference to disable the removal of list emails by Mailchimp linker.

POSIM 18.3 Changes

Inventory:
  1. Items
    1. Added dropdown menus for Brand, Line, and Collection fields on the Basic Item Card
    2. Fixed an issue where Adding New Events would cause errors
Sales & A/R:
  1. Fixed an issue where selecting Cancel would still Save changes on Customer Contacts
  2. Fixed an issue that would not allow anything to be entered when selecting Card Not Present for Credit Card Transaction
  3. Fixed an issue where Itemized Bundles would miscalculate Rewards Points
Administration:
    1. Added Character Limit constraint to Account Reason Code Descriptions
    2. Fixed an issue where Discounted Orders from Shopify would come into POSIM with an incorrect Invoice Total Price

POSIM 18.2 Changes

Inventory:
  1. Items
    1. Fixed an issue with Events having Negative Reserved amounts
Sales & A/R:
  1. Invoicing & SRO
    1. Fixed an issue where manually typing an Item Discount on an Invoice wouldn’t lower the Invoice Total when a Manual Discount Reason was required
    2. Fixed an issue where mouse focus would disappear after exiting credit card payment window
Administration:
  1. Employees & Privileges
    1. Fixed an issue that would allow users to change Usernames without the Employee – Edit privilege
    2. Fixed an issue that would allow users to Edit and Save Address fields in the Authorization tab in General Preferences without the Authorization – Edit privilege

POSIM 18 Changes

Inventory:
  1. Items
    1. Fixed an issue where Customers weren’t shown as Removed from an Event Wait List immediately
    2. Fixed an issue where newly created Bundles would not keep the first component added on creation
    3. Fixed an issue where Current Price could be changed without Employee Privileges
  2. Purchasing
    1. Entering a Vendor SKU that belongs to multiple items no longer searches for Description
    2. Fixed an issue where the Brand field wasn’t retaining information when marked as a sticky field on Quick Add
    3. Fixed an issue where Sorting POs from a Vendor Card would desynchronize color coding
    4. Fixed an issue with the Checker integration that caused Items’ Cost to populate as Our Retail value
  3. Receiving
    1. Multiple Receiving Logs can be created from a Purchase Order
General:
  1. Main Windows
    1. Fixed an issue where the “Max Number of Connections”  message appears with many Item Cards or Customer Cards open simultaneously
  2. E-Commerce
    1. Fixed an issue that prevented Shopify Orders from coming down with Custom Items
    2. Fixed an issue where Default Magento Website wasn’t automatically selected for Events
    3. Fixed a rare issue with Shopify sending up duplicate Item Images
    4. Fixed an issue where Labor Items were being brought down onto Invoices as Sale transactions
    5. Fixed an issue where Shopify Items with Custom Options would only appear as one invoice line if multiple were purchased
    6. Fixed an issue where the Linker wouldn’t update Items with a Web Special Price less than $1
Sales & A/R:
  1. Customers
    1. Description column in Customer History now includes Additional Description
    2. Fixed an issue where loading all through Advanced Search would display an incorrect number of Customers and wouldn’t scroll properly
  2. Invoicing & SRO
    1. Using the Shortcut for Discounting All Items no longer prompts for Discount Reason for each Item
    2. Fixed an issue when partially Shipping a Special Ordered Caselot adversely affects remaining items.
    3. Fixed an issue where Itemized Bundles imported through Remote Sales would double component quantities
    4. Fixed an issue where Invoices with Events could be posted before adding a Customer as an Attendee
    5. Fixed an issue where adding items to a Service and Repair Order (SRO) from Cheat Sheet would initially display an incorrect Total Qty
    6. Fixed an issue where Labor Transaction Type wouldn’t transfer to Invoice when using Insert to add an item
    7. Fixed an issue where a Salesperson could discount the Margin using shortcut keys without having the Invoice – Discount Line privilege
    8. Fixed an issue where an Open Invoice could be Posted without an Invoice ID
  3. A/R
    1. Fixed an issue that would allow users to Edit Closed Accounts Receivable (AR) Batch Payments without the required privilege
Administration:
  1. General Preferences
    1. Added constraints to the character limits for Account Group fields
  2. Computer Preferences
    1. Fixed an issue where POSIM would error when trying to select a Label Printer without any printers installed on Mac
  3. Employees & Privileges
    1. Fixed an issue where the Item Card – Reorder – Edit privilege would allow Max Stock to be changed

POSIM – System Requirements & Installation

Click the links below to be taken to our Knowledge Base articles.

System Requirements for Mac

System Requirements for Windows

System Requirements for iPOSIM

Note for iPOSIM Users:

POSIM customers who use iPOSIM as an additional sales tool will need to be aware of the system requirements when upgrading to POSIM 16.

  • POSIM 16 is only compatible with iPOSIM 13+.
  • If POSIM customers are still using iPOSIM 4, then the device must be updated to our most recent release.
  • To update to our most recent release of iPOSIM, users must have an Apple device currently on iOS 9 or newer.
  • iPOSIM 4 will discontinue service on your Apple device if you upgrade to POSIM 16.
  • If you have a device that has not been properly updated and is running on iOS 8 or earlier, you will not be able to upgrade to iPOSIM 13.
  • If you have any questions regarding your Apple device and the compatibility with our iPOSIM software or downloading POSIM 16, please contact a POSIM Professional at 801.546.1616.

 

POSIM Installation Instructions

Steps to upgrade if your server is on a Mac:

  1. Download POSIM on your Server Machine Only (use the link provided).
  2. Close POSIM on your Server Machine.
  3. When the download is complete, double click on “POSIM_EVO.pkg”
  4. Click: Continue, Continue, Agree, Continue, Install. Then enter the computer password and press “Install Software.” When the installation is complete select “Close”.
  5. POSIM will launch, and prompt you to update your database, click “Ok”.
  6. Type your employee login username and password and then click “Ok”.
  7. A message asking for permission to backup your database will appear. Enter your employee log-in information once more and then click “Ok”.
  8. Select a location to save your backup to, and select “Save”
  9. At this point the database will be backed up and upgraded.
  10. When you see the login screen the update is complete and you can use POSIM like normal.

 

Steps to upgrade if your server is on a Windows:

  1. Download POSIM on your Server Machine Only (use the link provided)
  2. Close POSIM on the Server Machine.
  3. When the download is complete, double click on “POSIM_EVO.exe”
  4. Click: Next, Accept Agreement, Next, Next, Next and Install.
  5. Launch POSIM. It will ask to update your database, click “OK”
  6. Type your employee login username and password then click “OK”
  7. A message asking for permission to backup your database will appear. Enter your employee log-in information once more and then click “Ok”.
  8. Choose a location on your computer to backup the database then click “Save”
  9. At this point the database will be backed up and upgraded.
  10. When you see the login screen the update is complete and you can use POSIM like normal.

 

NOTE: Once your server machine is updated, your client machines will automatically be updated on their next launch. Please be aware that this release will require an authorization. When prompted for authorization, simply click “Authorize Online.”

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