SwanFRS Release notes for version 1210

Created by Migration Bot, Modified on Fri, 23 Oct at 2:28 PM by Migration Bot

Originally written by Will Miller, last updated Nov 06, 2024, on the Swan Retail knowledge base (FRS).

Release Date: 4th Nov 2024

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FRS-SwanFRS Release notes for version 1210-051124-152825.pdf

New Features and Enhancements

FRS-1459 - Find Customer

Customer search results have been limited to between 10 and 100 results, dependant on the new application parameter CUSTOMER_SEARCH_RESULTS.

A new privilege, CUSTOMER_SEARCH_ALL, exists to override the parameter and see all customers returned.

When searching for records matching the specified search criteria, SwanFRS will now only display the first X matching records unless the operator possesses the CUSTOMER_SEARCH_ALL role privilege in which case all matching records will be displayed.

This change improves data security and improves response times when searching for customers.

See Set Up Application Parameters & Set Up Roles

Support #: FRSSUP-8616

FRS-1169 - Find Purchase Orders / Find GRN Note

New drop down list to select the Source of orders, Special Order or Internal Order, added to Find Purchase Order and Find GRN Notes.

Support #: FRSSUP-6938

FRS-273 - Tablet - Find Customer Advanced Search

The tablet / mobile version now offers an ‘advanced’ search option and to aid customer identification the customer’s email address has been added to the search results page.

The addition of the advanced search allows operator’s greater scope when searching for existing customers which should reduce the number of duplicated accounts within teh system.

Find Customer Searching

A New checkbox is available in the back office and mobile versions of SwanFRS allowing the operator to control the type of searching on the customer’s name.

Ticking the Containing checkbox tells the search engine to find text contained within the customer’s name. Leaving unticked tells the search engine to search names beginning with the specified text.

The ability to search for specific text embedded within the name reduces the potential for duplicate customers and improves the process of merging duplicate customers.

Changes and Fixes

FRS-1711 - Sales Order Amendment of Markdown Item

The system has been modified to retain the marked down selling price of a stocked item when amending the sales order line (previously the price reverted to the promotional selling price when amended).

FRS-1569 - Tablet - Hide SO lines

When processing sales via the tablet / mobile version, the ‘Hide Sales Order Lines’ check box has been added to the sales order comments window.

Comments entered in this window appear at the top of the sales order acknowledgement, if the Hide Sales Order Lines on print checkbox is ticket this instructs the print to omit the sales order lines.

This modification brings functionality in-line with the back office operation.

Support #: FRSSUP-9085

FRS-1488 - Find PO

The acknowledged PO value display has been modified to only show once the PO has been acknowledged and the red / green text logic applied to work on acknowledged lines rather than the order total.

Green indicates the acknowledge costs are less than originally set on the PO, Red indicates costs are higher. than expected.

FRS-1458 - Mark Down Remnants

Fixed an issue with the calculated price when selling marked down remnants.

Support #: FRSSUP-8697

FRS-1423/1455/1456/1481/1483 - Carpet Processing

Various changes have been made to how measured goods are processed within the application to remove processing incongruities.

The carpet history on Stock Detail page has been modified to include parent pieces that have a quantity of zero for a full view of the history.
SwanFRS now requires the measured item, marked as requiring a cut , to be ‘cut’ before it can be confirmed as ‘loaded’ on to a delivery run. (Measured goods where the full ‘length’ of the item is to be delivered do not require cutting and may be ‘loaded’ without the cut status flag being set).
Where a measured item has been cut into smaller units and these items have been confirmed as cut, it is now not possible to return to the ‘parent’ item and mark that as ‘uncut’.
The calculated square unit has been reworked to ensure all areas of the system use the same formula to stop rounding variances which resulted in price variants.
When creating demand items via the add product buttons in sales order and internal orders, the logic has been changed relating to the quantity being ordered. The change of logic is designed to improve data accuracy and remove the ‘please wait…’ message occurring.
- For unique classed items, the quantity will allow values in the range 1 to 100,
- Accessory items will accept values in the range 1 to 9999,
- Measured and service classed goods will accept values greater than 0 with a maximum of 4 decimal places.

Support #: FRSSUP-8532

It is now not possible to mark a parent measured item as a ‘remnant’ if there are cuts (children) from the parent item which have not been marked as cut. I.e. there must be no ‘outstanding cuts' linked to a parent piece before the parent item can be marked as a remnant.

FRS-1440 - Set Up Report Links

Set Up Report Links will only allow six ‘labels’ (records) to be set as a favourites (via the Favourite label checkbox).

FRS-1405 - Set Up Distribution Links

It is now possible to ‘clear’ a distribution link set up in error or no longer required by setting the link to ‘Not Set’ within the Set Up Distribution Links program.

FRS-1404 - Sales Order Markdown

The system has been modified to retain the marked down selling price for items being amended on a sales order. Previously amending a marked down sales order line set the item price to the promotional selling price.

Support #: FRSSUP-8416

FRS-1349 - Mobile Version Home

Fixed an issue with the Mobile version where the Home button was always loading the back office home page, even when using a mobile device or tablet.

FRS-1229 - Cannot Move To Next Page On Delivery To Customer

SwanFRS has been modified to allow the operator to scroll through multiple pages of ‘pending deliveries' within Confirm Delivery.

Support #: FRSSUP-7616

FRS-1675 - SwanPay - Void Payments

Immediately after the payment has processed on the PED, SwanFRS now offers a ‘void / continue’ confirmation panel.

The operator has a window of 80 seconds to select the void button should the payment taken need cancelling, after this time only refunds can be issued.

See SwanPay - Integrated Payments

FRS-1663 - Mobile App Customer Name Wrapping

When displaying the customer name in the tablet / mobile ordering screen, if the customer’s name exceeded the print box size, the system displayed the name on multiple lines which truncated on the screen.

The display logic has been changed to show the first 25 characters of the full customer’s name to the screen, truncating additional text.

The full customer name can be seen by touching the ‘customer’s name.

FRS-1537 - Stock Detail - Purchase Invoice hyperlink

When viewing the stock detail, the PO Invoice number has been changed to a hyperlink allowing the operator (subject to permission) to view the purchase invoice for this product.

FRS-1472/1497 - Set Up Locations

Set Up Locations has been modified to ensure that a Default Cash Customer cannot be linked to the location if the customer does not have master and delivery addresses setup.

This stops issues when processing cash sales / anonymous pay and take sales.

The program has been modified to ensure the default cash customer can only be assigned to locations that have the Pay n Take/Cash And Carry location set.

FRS-1432 - Postcode search Loqate (formerly Postcode Anywhere)

New logic has been introduced for those using the Loqate postcode verification software.

Searches now use Loqates latest communication protocols and provides a list of addresses or block address for which additional drill downs are required to obtain the clients address.

Support #: FRSSUP-5192

FRS-1413 - Auto Delete the Delivery Service.

Where the sales order contains an ‘automatically added’ delivery line and the composition of the order has now changed such that there are now no delivery items on the order, the system asks the operator if the automatically added delivery line can be removed from the order. Electing to remove the delivery line no longer asks for a cancellation reason or confirms the line has been removed.

This change removes two key clicks from the cancellation process whilst retaining all data validity.

Report Changes

FRS-1705 - Stock Transfer Note

The header section of the transfer note has been redesigned to show the current transfer status, include the reference (where set) and show any notes associated with the transfer.

See Stock Transfer Note

Support #: FRSSUP-9356

FRS-1686 - Quotation Analysis Report

This report now offers the ability to show the customer’s master address below the details of the quotation.

See Quotation Analysis

Support #: FRSSUP-9273

FRS-1604 - Sales Order Print Audit

A new section to the Sales Order Print Audit has been created which will provide an audit of delivery scheduling. The delivery audit section details who scheduled delivery for when and whether the delivery occurred, is pending or was cancelled.

See Sales Order Audit

Support #: FRSSUP-8481

FRS-1577 - Purchase Order Chase Export Report

Purchase order cost and acknowledgement costs have been added to the audit on the Purchase Order Chase Export Report

See Purchase Order Chase Export

Support #: FRSSUP-9127

FRS-1549 - Item Attribute Usage Report

The selection criteria of the report has been changed to allow the operator to select multiple attributes and attribute values and now produces a new page on change of attribute.

See Item Attribute Usage

Support #: FRSSUP-9044

FRS-1544 - Displaying Discontinued Items on Matrix Tickets

The matrix reports (portrait, landscape and single column versions), now offer the option of excluding discontinued items from the prints.

See Display - Matrix Style - 1 Column, Display - Matrix Style - Portrait & Display - Matrix Style - Landscape

Support #: FRSSUP-9033

FRS-1494 - Stock Check Analysis Report

Changes have been made to the Stock Check Analysis report to allow it to cater for larger datasets.

See Stock Check Analysis

Support #: FRSSUP-8441

Stock Position Report

The report has been redesigned providing extra analysis for demand goods

See Stock Position

Service Cost Breakdown Report

A new report for version 1210, this report is designed to provide a costing of service calls breaking down the costs into those relating to products which are the subject of the service and the recorded costs of ‘actions’ taken to resolve the complaint.

See Service Costs Breakdown Report

This is a New Report and may need adding to your menu via Report Links

Service Cost Breakdown by Supplier Report

This report is based on the Service Cost Breakdown Report offering the ability to filter by subject supplier / range and SKU producing totals of subject and add-on costs.

Please note the totals on this report may be inflated. This is caused when a service call has multiple subject lines and more than one of these subject lines are included in the scope of the report. It is not possible break additional costs across subject lines and therefore the report will repeat costs thus inflating values.

See Service Costs Breakdown Report By Supplier

This is a New Report and may need adding to your menu via Report Links

Service Closure Fault Analysis Report

The report now shows subject and additional costs per service and produces a data analysis grid as a total.

See Service Closure Fault Reason Analysis

Sales Invoice Print Report

This report is designed to be plugged into the sales order’s side menu and generates an invoice containing goods that have been confirmed as delivered.

See Sales Invoice Print