POSIM ENHANCEMENTS, UPGRADES & CHANGES

POSIM 17 Major Enhancements

  1. Added ability to Drag an image into the Picture section of an Item Card
  2. Added the ability to mark Customer Cards inactive
  3. Added a Preference to Hide Inactive Cards for Items, Events, Vendors, Customers and Employees
  4. Added the ability to Import Categories

POSIM 17 Changes

Inventory:
  1. Items
    1. Added a “Strikethrough” checkbox option when making Barcode Labels
    2. Added a verification pop-up when using the Delete key to remove a Vendor from an Item
    3. Changing the Web Title on Style Masters no longer sends the changes to their Members
    4. Duplicated Items no longer Duplicate Item Image if the Item is Web Enabled
    5. Fixed an issue where Quick Add would allow you to exceed the character limit for Department then error upon Save
    6. Fixed an issue where typing Category Code on Quick Add wouldn’t stick. Changed Quick Add to be a dropdown only selection.
    7. Fixed an issue where Item Component quantities would automatically increase quantity after SKU field being selected and clicked out of
    8. Fixed an issue where the Available Dialogue box on Item Card would display inaccurate quantities ordered with multiple Salespeople and with some Layaways and Special Orders
    9. Fixed an issue where in Style creation the incorrect Row and Column values would be appended to the SKU if the labels were changed
    10. Fixed an issue where a Style could be created without the Style field populated
    11. Fixed an issue where Last and Avg Cost would appear to be editable on Bundles
    12. Fixed an issue where Our Retail would not be editable after using Quick Search to switch from a Bundle to another Item
    13. Fixed an issue when adding Vendors on the Basic Item Card
    14. Fixed an issue where adding existing Components to Events would not Prompt for Additional Quantity with that preference enabled
    15. Fixed an issue that allowed Styles to be created is Quick Add without a Vendor selected
    16. Fixed an issue where Bundle Components’ Item History would show incorrectly if Receiving the Bundle and the Component had a Quantity larger than 1
    17. Fixed an issue where clicking New Item in Quick Add would increase SKU but not add new Item line
  2. Physical Inventory
    1. Fixed an issue where Serial Numbers were limited to 20 characters in Key Entry
  3. Purchasing
    1. Added “Print” option to Vendor Card Items Search
    2. Added Item Update options if using Vendor Integrations and the Items already exist
    3. Added the ability to Export PO Wizard Results before making Purchase Orders
    4. Clicking the Red “X” on a Vendor Contact Profile now acts as a “Save & Close”
    5. The “Vendor SKU” field now can only be used to search for Vendor SKUs or Caselot Vendor SKUs
    6. The PO Wizard now defaults the Item search to the “AND” option rather than “OR”
    7. Pressing Tab with a partial Vendor ID now searches for Vendors
    8. Fixed a rare issue where some items wouldn’t load into the PO Wizard
    9. Fixed an issue where the Brewer Catalog would sometimes display and Invalid Vendor Quantity Error
    10. Fixed an issue that would prevent switching Open POs if Vendor was blank
    11. Fixed an issue where ordering Styles through the Style Grid would replace the Style if it was already on and existing order
    12. Fixed an issue where Vendor Cost wasn’t added if an item was created through Quick Add on the PO and Vendor Cost was the last field updated
    13. Fixed an issue with Importing Caselots through Import Manager
    14. Fixed an issue where when ordering Caselots Rounding to Case Pack QTY would display the wrong Cost
    15. Fixed an issue where when marking a Vendor Inactive deleted Vendors would appear from the dropdown menu to Replace
    16. Fixed an issue where Importing Purchase Orders with New Item Vendor would result in an error
  4. Receiving
    1. Modifying a Receiving Log to have less than the total Ordered now automatically send the Closed Purchase Order to Working
    2. Purchase Orders no longer keep Lines with Zero Quantity
    3. Fixed an issue where searching for a Close Receiving Log from an Open Receiving Log would show the Closed Receiving Log as Open and vice versa
    4. Fixed an issue where Invoice Date and Receive Date revert to today’s date if entered manually after “Post & Receive” on a Purchase Order
    5. Fixed an issue where adding an item to the Receiving Log that wasn’t on the Purchase Order would give the item an On Order quantity
    6. Fixed an issue that would allow a Receiving Log to be posted without a Purchase Order
    7. Fixed an issue where Serialized Items with Actual Cost wouldn’t show the correct cost on the Serial Number card if Freight was allocated
    8. Fixed a display issue that would appear to allow comments to be entered on Closed Receiving Logs without being in Modify
    9. Fixed an issue where Items that weren’t on the original Purchase Order would be zeroed out after selecting ‘Receive Remaining’
    10. Fixed an issue where Serial Number prompt was not showing up when modifying a Receiving Log to add Serialized Inventory
  5. Transfers
    1. Fixed an issue where Style Members that were not transferred would still appear on the printout
    2. Fixed an issue where dates would disappear on an Open Transfer if they were entered manually
    3. Fixed an issue where Vendor SKU would be prioritized over UPC on item entry
    4. Fixed a rare issue where using Serial Numbers as the identifiers could cause an unexpected error
General:
  1. Main Windows
    1. Added Logout Shortcut with Alt+L on Windows and Option+L on Mac
    2. Added option to Manually Backup Without Images from Connection Screen
    3. Added Invoice Line Deleted to EVO Logs
    4. Added Ctrl + F shortcut to open Advanced Search from Cards with an Advanced Search
    5. Added the ability to open Remote Support from the Connection Screen
    6. When switching users windows left open will now close and the new user’s Auto Open On Login window will open
    7. Fixed an issue where Exports wouldn’t always export in a sorted format
    8. Fixed an issue where pressing the Space Bar while focused on the Navigator close EVO
  2. E-Commerce
    1. Added “Web Tags” Field for Shopify Integrations on Item Cards
    2. The Linker will now check Styles so that if no Members are Web Enabled the Master will not be Web Enabled, and if any Members are Enabled the Master will be as well
    3. The Shopify Linker will no longer overwrite the Shopify Inventory Policy if it has been changed after the Linker created the item
    4. Magento Linkers no longer change Product Visibility after initial item creation on the website
    5. If Customers checkout with an account online the linker no longer creates separate contacts in Billing and Shipping match
    6. Incorrectly Mapping Data on a Web Item Web Category Import no longer freezes up the import
    7. Events are now sent up to Shopify without the “This is a physical product” preference selected
    8. The Shopify Linker now sends EVO Average Cost up to the Products in Shopify
    9. E-Commerce Linkers now ignore PayStream SI Settings
    10. Fixed an issue where Default Magento Website wasn’t automatically selected for Events
    11. Fixed a rare issue with Shopify sending up duplicate Item Images
    12. Fixed an issue where Labor Items were being brought down onto Invoices as Sale transactions
    13. Fixed an issue where Shopify Items with Custom Options would only appear as one invoice line if multiple were purchased
    14. Fixed an issue where the Linker wouldn’t update Items with a Web Special Price less than $1
Sales & A/R:
  1. Customers
    1. Added Print and Export buttons to the History tab on Customer Cards
    2. Added Pop-Up when deleting contacts
    3. Added the ability to create a New SRO from the Customer History Tab
    4. Fixed an issue where deleting sorted Contacts would delete the wrong one
    5. Fixed an issue where adjusting the column size for the Preferred Pricing tab wouldn’t add a scroll bar
    6. Fixed an issue where Customer Card would error and freeze if Misc field were changed while Card was open
    7. Fixed an issue where Extended Price was miscalculated for certain Item Types in Customer History
    8. Fixed an issue where Customer Cards wouldn’t display in sorted order from Advanced Search
    9. Fixed the option to Print Company Name on Invoices and Receipts
  2. Invoicing & SRO
    1. Added a warning when posting a Special Order or Layaway and Freight is being charged but nothing is being Shipped
    2. Added a New SRO button to Customer Cards under the SRO tab and a shortcut to create a New SRO from Customer Card with Ctrl+O
    3. Added a Clerk facing message when trying to Void an Invoice paid by Debit Card(s)
    4. Added Timestamp to Invoice PDF and Print outs
    5. Added Dropdown menu for Division on Post if it is required on Invoice and SRO and not selected
    6. Added Text box for PO on Open Order Invoices and SROs on Post if it is required and not populated
    7. Added a pop-up display message if a Customer has Leads on their Card
    8. Suggested Sales Prompt now displays items in the same order they appear on the Components tab of the Item Card
    9. Changed shortcut to Clear Invoice to Ctrl+M and added verification prompt
    10. When using Invoice Level Discounts the Tax hyperlink now shows the Extended Price and the Taxable Amount of each Item
    11. Changed the wording for the “Warn on Insufficient Qty” message
    12. Vouchers for AR Transactions will print the Customer’s name unless Print Company Name is selected on the Customer Card
    13. Edited formatting on Invoice Printouts to accommodate long employee email addresses
    14. Fixed an issue where the Delete All Invoice Lines shortcut on a Working SRO would cause EVO to freeze
    15. Fixed an issue where Discount Reason comment would stay on the Invoice even if discount was invalid
    16. Fixed an issue where adding Items through the Cheat Sheet would default to 0 Ordered if a Default Transaction type was selected
    17. Fixed an issue where only one character could be entered into the SKU field on Open Touch and Retail Invoices
    18. Fixed an issue where the Reward Action Message wasn’t printing with the Coupon Image if Invoices were being printed
    19. Fixed an issue where Payments would appear to be multiplied in Advanced Search if multiple Salespersons were used
    20. Fixed an issue where multiple payments on a Working Invoice would make the Posted Invoice Date be the original Created
    21. Fixed a cursor focus issue when entering items that are part of a Date-to-Date Promotion
    22. Fixed issues that allowed Minimum Price to be overridden
    23. Fixed an issue where selling an unrecognized Serial Number would adjust On Hand, but not Available quantities on the Item Card
    24. Fixed an issue where the Pole Display wouldn’t show the correct total when changing a transaction type on the invoice
    25. Fixed how Cheat Sheet groups were measured to fix an issue with Cheat Sheet scrolling
    26. Fixed an issue where Subtotal lines would merge with Auto-Cleanup enabled
    27. Fixed an issue with Importing Caselots through Import Manager
    28. Fixed an issue where the Insufficient QTY window would have the incorrect amount in the “Shipped” if On Hand was positive, but Available was negative
    29. Fixed an issue where disabling and re-enabling Tax on an Invoice with Freight wouldn’t clear the Exempt Reason
    30. Fixed an issue that prevented Debit transactions to be Bypassed with PayStream SI enabled
    31. Fixed an issue where the Shortcut for Change Price Code for all Items wasn’t honoring the privilege
  3. A/R
    1. Fixed an issue where overwriting a Customer on an AR Batch would duplicate Payment Methods
    2. Fixed an issue where Customers created through and Invoice paid by AR would result in AR Lines without a customer
  4. Utilities
    1. Added a Popup window when printing/saving Ending Tills if there is an estimated Over/Under amount
    2. When checking Gift Card balances cards that haven’t been activated now show a $0.00 balance
    3. Fixed an issue where if an item that was on a Working Invoice changed SKUs it would remove the item from the Layaways utility
Reports & Timeclock:
  1. Reports & Journals
    1. Added dropdown options for Week to Date and Previous Week to start from Sunday or Monday
    2. Exporting the Reorder Report now puts all Item information in the same row
    3. Updated General Journal Report and Changed Font Size
    4. Fixed an issue where the Dynamic Management Report would show incorrect On Hand values if the item had components
    5. Fixed an issue that prevented Salesperson from being used a Range on the Invoice Management Report
  2. Define A Report
    1. Added the “Web Category ID” column to the “Items – Web Categories” Data Source
    2. Added the “Attendee Notes” column to the “Events – Attendees” Data Source
    3. Fixed an issue where numeric Caselot columns weren’t automatically rounding in the Serial Numbers Data Source
    4. Fixed an issue where the Open Invoice/SRO Lines Data Source did not display the correct quantities from Working Invoices/SROs
    5. Fixed an issue where some Data Sources loaded slower
    6. Fixed an issue where certain Data Sources wouldn’t display a Customer’s Current Balance properly
  3. Timeclock
    1. Employees in a hidden Employee Department will not appear in Time Clock
    2. Fixed an issue where HTML would appear on a Payroll CSV export if there were lines being included to show Overtime calculations
Administration:
  1. General Preferences
    1. Added a Backup Prompt when doing Mass Item Image Deletes
    2. Added Default Adjustment Reason Code for Item Card Adjustments
    3. Added options for Predefined Void Reasons
    4. Increased character limit for Layaway Message to 500 characters
    5. Fixed an issue where MailChimp would only show up to Ten lists in EVO
    6. Fixed an issue where deleting Prefered Pricing Groups after sorting would delete the incorrect one
  2. Employees & Privileges
    1. Added a “Unique Identifier” messages when created an Employee with a duplicate ID
    2. Added an Employee Privilege for Miscellaneous transaction

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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