Originally written by John Hardwick, last updated Jan 12, 2024, on the Swan Retail knowledge base (FRS).

Release Date: 12th January 2024

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FRS-SwanFRS Release notes for version 1208-120124-104202.pdf

Key New Feature

New Features and Enhancements

The ability to send sales orders and quotes by email has been added to the tablet friendly version.

When processing orders via the tablet, the Order Message function (notes) is now only available once the customer has been selected.

The access button has also been retitled Order Notes.

When processing orders via the tablet, the payments tab is now only accessible once the customer has been assigned.

The grey ‘not enabled' NOT ENABLED badge has been altered to a red ‘Not Started’. NOT STARTED

When configured to do so, the tablet friendly version will now display the margin achieved on the sales order (as highlighted below with the red box).

The parent / child section of the detailed stock page has been adjusted to only show data in the CUT column when displaying ‘measured' goods.

A new Picking Note (version 32) has been created, which now includes a stop number, when set, as allocated by Dispatch Track in its sequencing.

The user’s avatar image is now restricted to either a GIF, JPG, JPEG, PNG file format

As part of the general tidying up of security, SwanFRS will now only allow the following data file types when linking files to service events. (file type suffixes)

GIF, JPG, JPEG, PNG, DOC, DOCX, PDF, RTF & TXT

The error message produced by the system has been modified to hide ‘sensitive’ information which could be used to gain access to the database / servers. The error message now contains a reference number which will be used by our support team to obtain this now hidden information when investigating calls.

Please ensure all errors produced by the software are reported to Swan and include the reference number (or screen grab) of the error along with a synopsis of actions / steps processed immediately before the error.

(When logged in as an administrator, the full error details are displayed to screen - as per pre 1208 error reports.)

Changes have been applied to SwanFRS to encrypt the URL shown in the browser when viewing pages in the application for added security.

As part of the steps taken to secure the application, when logging on to SwanFRS the system has been modified to no longer ‘auto suggest’ the remainder of keyed usernames or passwords. For example, if you had previously logged in as Amanda, when beginning to type Ama… and your browser is set to do this, the prompt would autofill with the remainder of Amanda’s name.

This change does not affect stored passwords - if your Browser is set to remember passwords, the password will continue to autofill once the username has been entered. From a security perspective it is NOT RECOMMENDED this feature be used, especially on customer facing devices.

When saving attachments the filename is not visible to screen when viewing at a later date.

References to JQuery have been modified to access the latest versions for additional security.

Filter special characters when importing CSV into Stock Take for added security.

Support

A new DELETE button has been added to these programs, when selected all marked lines (checkboxes) in the data grid will be deleted.

When creating a new product group, the routine will now leave the linked account codes unset.

Previously new product groups defaulted to the first expense code in the pick list.

When closing the service call, the system no longer writes a zero cost record to the sales order if the operator leaves the 3 manually specified cost fields set to zero. (If a non-zero value is set against the ‘inspection/repair, delivery or administration’ fields, a cost of service record will be written to the sales order using the pre-specified cost of service SKU)

When viewing the delivery run if the operator does not have the PLAN_DELIVERIES privilege the routine now hides the EXPORT DELIVERY , CANCEL EXPORT, REFRESH DELIVERIES and IMPORT DELIVERIES buttons.

When generating purchase orders, a new option “Sales Order controlled” will be available in the delivery branch list which will be considered if “Entire Supplier” is selected when generating POs.

A change has been applied to the logic controlling the changing of the secondary salesperson once the sales order has been accepted.

Once the sale has been accepted for the first time, unless the operator has the CHANGE_SALESPERSON and / or SO_BACK_OFFICE role privilege, it will not be possible to change the secondary sales person.

Changes have been made to the Set Up Roles routine to prohibit the changing of role privileges or swapping of role when viewing the results from a search filter.

Changes to role privileges can now only be made when the EDIT button is selected, which now locks off the changing of role and privilege filtering.

The sales order summary page was incorrectly showing the number of units on a sales order if a stock item previously delivered to a customer and subsequently returned was then re-delivered at a later date on the same sales order.

Having acknowledged some but not all lines on a purchase order, the overall PO status moves to acknowledged, however if these acknowledged lines were subsequently removed from the PO leaving only lines which are not acknowledged, the status of the PO did not revert back to ‘not acknowledged’.

This scenario has now been rectified.

The Purchase order status will now remain set to the SENT state, if the EDIT button is selected followed by ACCEPT or CANCEL (i.e. without making a change).

Previously, the PO stated reset to the NOT SENT status.

The Cash Reconciliation process produced an error when viewing search results where multiple pages had been found and whilst viewing page 2 (or later) the search pattern was altered, to a range resulting with a single page of matches being displayed. The program continued to try to show page 2 and as a result caused an error.

This scenario has now been resolved.

When requesting the digital signature at time of order acceptance on a tablet the signature ‘window’ moved as the operator signed the form. The window has now been locked into place to make signing the page easier.

The export data to Dispatch Track has been adjusted to stop it sending delivery instructions for items that are not deliverable. I.e. stock on order, not in stock or measured items that are not cut will not be sent to Dispatch Track.

Data grids presented by in the following routines have been enhanced to allow column sorting.

• Find Transfer Note

• Find GRN

• Find RTS Note

• Find Write Off Note

• Find Write On Note

Bugs

Fixed an issue with the transfer note’s “lost” status not displaying on the line details.

Fixed an issue where the outside carrier delivery method was not being selected when opening an outside carrier sales order.

The customer’s deposit value introduced as part of the ‘Making Tax Digital’ work was excluding values processed in relation to orders received from a Web site or via an EPOS till payment.

Changes to the software now ‘seed’ the customer deposit with all pre-payments

A script will be applied at time of upgrade to capture all missing order data.

The region search filter is now only populated once the location search filter has been selected.

The sort sequence of the Sales Order tab as shown when viewing the customer details wasn’t sorting A-Z / Z-A correctly.

The Set Up Sales Department has been changed to accommodate multiple pages. (Previously, only the first page of data was displayed).

When working with containers, the badge used to show the status of a PO when linked to a container was PO WIP which wasn’t representative of the PO status. The badge now shows the CONTAINER LOCKED message.

When configuring the foreign container, it was possible to select a ‘port’ which belongs to a different company. The logic has been changed to ensure only docks linked to the order branch can be selected.

The program has been modified. The MODIFY button has been retitled to NEW to make it more representative of the action it performs.

When using the NEW button, and the list of up to 6 categories is presented - if they are all set to either ‘No Change’ or ‘Not Set’ then disable the ‘accept’ button. (To be able to ‘accept’ and therefore create new record(s), at least one of the web categories must be set.

Increased the width of the option choice selection boxes.

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