Originally written by Will Miller, last updated Sept 01, 2023, on the Swan Retail knowledge base (FRS).

Release Date: 9th August 2023

Click to view the PDF download link

FRS-SwanFRS Release notes for version 1207-150823-131115.pdf

Key New Features

Support #: FRSSUP-5910

New Features

The 'General and Salesperson variants of the New Commission reports now use the flat rate commission value (where set) against the SKU, which is paid irrespectively of final selling price at time of confirming delivery of the goods or service.

This works in partnership with other commission protocols and is documented in the accompanying guide.

As part of this work a 'New Commission - Supplier / Vendor' report is available which produces commission values for items from a selected supplier.

Support #: FRSSUP-6463

A new Application Parameter has been introduced, allowing the issuing of stock marked as ‘on display’ to be omitted from the available stock data export sent to the web via the GetStockQuantities and GetStockItemQuantities.

The application Parameter is BLOCK_DISPLAY_STOCK_TO_WEB and is documented within SET UP APPLICATION PARAMETERS

Support #: FRSSUP-5529

The mass stock upload, used to inform SwanFRS of large numbers of new stock (write on's) has been extended.

The load file structure now offers the following additional optional control fields.

The CSV file will be extended to accept the following fields.

1. Write on date

2. Original Cost Price

3. Showroom indicator

4. Can’t sell indicator

5. Imperfect indicator

Full details can be found in the mass stock load guide.

Support #: FRSSUP-6493

Cost and selling prices have been added to the Qlik Data export for purchase details (RMS / CSF Link)

SwanFRS label production for Accessory classed products has changed.

Pre release 1207, SwanFRS printed the SKU number when producing accessory classed stock tracking barcodes, however for clients using third-party product creators the SKU sent to SwanFRS has become large with elements of the SKU reaching 6 or more characters. This resulted in a SKU barcode which was either too wide to fit the stationery or become too small to scan.

The solution therefore was to move from printing SKUs for Accessory classed items to printing the SwanFRS internal tracking number. This makes the barcode length smaller and therefore removes (reduces) the issues relating to smaller label sizes.

To ensure consistency and to allow labels produced using the old SKU tracking barcode, SwanFRS will accept accessory labels with either the SKU or the secondary barcode.

This feature applies only to Accessory classed barcode.

Support #: FRSSUP-6307

Changes to the following APIs to omit items marked as display when communicating with the web and subject to the WEBSHOP_EXCLUDE_DISPLAY_STOCK application parameter being set.

• GetStockItemsMarkedForWeb

• GetStockItemsMarkedForWebForSKUSearchString

• GetStockItemsMarkedForWebModifiedSinceDate

• GetStockItemsMarkedForWebModifiedSinceDateForSKUSearchString

Support #: FRSSUP-5529

Changes to Existing Functionality

The description length has been restricted to a maximum of 60 characters when sending data to the RMS (CSF) accounting System

Support #: FRSSUP-6897

When sending data to the RMS (CSF) system, the generation of an 04 record has now been blocked.

The RMS (CSF) interface has been changed to exclude posting types 10 and 24.

The RMS (CSF) interface has been modified to take into consideration the posting account code set against the write on / off reason codes.

Where set the reason specific nominal code will now be used in preference to the system-wide application control write on & write off nominal codes.

Modifications have been made to the RMS (CSF) interface to accommodate staff discounts processed against the sales order when sending confirmation of delivery / customer collections.

Two new staff discount checkboxes have been added to the set up discount reasons and set up discount types, enabling a discount to be marked as a staff discount. The discount applied to the order line is then reported as a separate entity within the RMS / CSF interface.

The signage has been reversed when sending type 41c records to the RMS (CSF) accounts system

Support #: FRSSUP-6530

The GetProducts and GetOptions APIs have been adjusted to include the Supplier’s ID allowing the Web provider to differentiate between Option Questions which are replicated for different suppliers (for example - The question ‘colour’ may exist for several suppliers with different choices, adding the Supplier ID allows the data to be linked to the appropriate supplier)

When sending specific data sets to Shopify, a time-out was encountered with specific scenarios. The interface has been changed to stop timeouts from affecting the data sending.

The find purchase order results page has been modified to provide more information relating to the various states of the purchase order.

• New Status filter - Cancelled and not sent has been added which will show all Cancelled POs which have not been re-sent to supplier

• A new SENT column right of status improves visibility of whether POs are deemed to have been communicated to the supplier.

• The Sent method column has been rename to Printed to make it clearer for the operator.

• The Status column has been extended to show SENT , NOT SENT , AMENDED and CANCELLED badges

Support #: FRSSUP-6140

The keyword search option (top right of the menu) has been extended to include a customer number search

The AVAILABLE STOCK button on the tablet version of the Catalogue Search will be coloured teal when available to ensure they stand out to sales staff.

When adding a product to the sales order and the product is available for home delivery, SwanFRS will now show a notification in the top right of the page advising the operator the item could be ‘home delivered / direct shipped' if desired.

Support #: FRSSUP-6145

SwanFRS now offers a link for ‘set up’ programs' and reports to the knowledge base.

Access to the knowledge base will be required in the form of a login.

The link will show in the system settings page and on the report list grid.

Support #: FRSSUP-5910

The Accounts Menu has been changed to offer separate New and Find options for Ancillary Invoices, Invoice Matching and Credit Note processing.

• Find Ancillary Invoice

• New Ancillary Invoice

• Find Supplier Invoice / Find Vendor Invoice

• New Supplier Invoice / New Vendor Invoice

• Find Credit Note

• New Credit Note

Support #: FRSSUP-6214

The InsertSalesOrder API has been modified to accept the Branch ID and Salesperson ID (both of which much match records in SwanFRS).

Where set, the electronic order creation process will overwrite the system default settings for location and salesperson with those supplied by the web order creation software. This makes it possible to send web orders to variant selling locations commensurate with controls built into the web and to record sales across differentiating salespersons (be them pseudo salespeople.

Support #: FRSSUP-5806

The Find Sales Order program now allows the searching of sales orders by Supplier / Supplier-Range or SKU and for these settings to be saved as part of a search profile

When looking at stock histories for accessory and measured goods the list of ‘child’ items now shows the ‘parent’ item. I.e. it is possible to see where the item originated. This shows the origin of the item.

In addition the Cut column now shows the NOT CUT and CUT badges making it clearer to see if the child is still ‘attached’ to the parent.

SwanFRS can be configured to send reference data used by the Product Creator Spreadsheet in the form of a data file which is then used by the spreadsheet to populate the product group, attributes, sales departments and relationships.

This allows all ‘static’ data to be maintained in SwanFRS and sent to the product creator spreadsheet to ensure consistency between systems.

A new CAN_OVERRIDE_DISCONTINUED role privilege has been introduced to allow operators possessing it to place demand / purchase orders and to write on stock for discontinued products.

Support #: FRSSUP-5389

Fixes

The finance amount was not showing on finance claims report

Support #: FRSSUP-6600

When operating with digital customer signature capture, and processing a legacy sales order the routine no longer request s the capture of the customer's digital signature.

Fixed an issue with the tablet version of Sales Order incorrectly requiring the user to have the privilege DISCOUNT in order to open sales orders.

Support #: FRSSUP-6462

The tablet ordering application has been modified to stop the operator from being able to discount an order when the order is in the accepted state.

When viewing the home page within the tablet, the page now shows the logout and desktop version buttons for both floating buttons and fixed button operation.

Fixed an issue where Write Off Notes created for “Multiple” locations were not returned by entering the Write Off Note number into the quick search field.

Support #: FRSSUP-6374

Fixed an issue with updating the advised (expected) date on Containers, rippling through to attached purchase orders, when the confirmed checkbox has previously been checked.

Support #: FRSSUP-6228

Container processing has been modified to ensure that when acknowledging import containers, the docking date is expected to be set to a date prior to the acknowledgement date.

Support #: FRSSUP-6228

When viewing the sales order where a mixture of line and order total discounts have been applied (and in particular in the US market where taxes are added to the selling price) it was difficult to establish the origin of the final order value.

For these orders, hovering over the order total produces a pop message (tool tip) showing the discount applied.

Support #: FRSSUP-4985

Range and debranded range names added to invoice matching screens.

Support #: FRSSUP-6211

Ensure that items returned for repair are processed using the settings as at the time of delivery, previously if the customer’s tax exemption status changed the return picked up the new rather than the original setting.

Support #: FRSSUP-6166

Fixed an issue with the line discounting to ensure that discount types are not requested when the USE_DISCOUNT_TYPES parameter is not checked.

The line discounting has been modified to show all individual lines along with the stock/inventory number to help users to differentiate the lines.

An issue with applying discount to order lines when there were multiple identical lines has been fixed along with an issue clearing discounts on the lines.

Support #: FRSSUP-6126

For mobile users, changing the location at login or via the “Swap Locations” option will now set the current workstation to the default workstation for the chosen location.

Support #: FRSSUP-6154

Modifications to the tablet order line discounting have been applied to control when a discount can be added to the sales order line.

Support #: FRSSUP-6142

Mobile numbers and original delivery address have been added to the service header display.

Support #: FRSSUP-5987

Additional logic has been introduced to increase control relating to issuing a customer credit. The logic will now filter out ‘cancelled’ sales when looking for an order to add the credit to. If no sales orders are suitable, a new sales order will be created.

It is now not possible to ‘unscheduled a cut’ once the measured stock item has been written off.

Support #: FRSSUP-5964

The set up product relationships program has been enhanced to stop the ability to add a product which already has a relationship built from being used as a related item.

The ordering process now checks the selling location to establish if it allows ‘pay and take’ items and prohibits the ‘pay and take’ choice for the sales order order line if not enabled for the selling location.

The error produced when removing a previously processed GRN’d item ( in detail mode), where the item had previously had the number of units manually increased post purchase order creation, has been fixed.

The logic relating to the list of recipients to entering an event within SwanFRS has been changed. Raising a note outside of service will offer any ‘active’ user as the note’s recipient (send message to). When in service only users with the ‘service operator’ checkbox ticked will be listed.

Reports

The following reports have been modified or created.

Product Creator Spreadsheet

The 1207 version of the spreadsheet has the following key developments.

• Added Sequence number for use within menu ticketing,

• Added matrix ticketing,

• Fixed '0' alerts when adding new rows.

• Added duplicate check to Options tab.

• Fixed duplicate warnings being incorrectly issued.

• Added option to add an image via a file select process

• Block of row delete if exported

• Auto Filter to hide / Show Include=N and discontinued lines

• right click - show/add images

• SKU finder

• Alert on item attributes tab

• Removed vlookup / background reference tables - speed improvement

• Rework of mapping tabs

• Enhanced control re setting paths and linked features

• Added attributes to Options and Option/Choices - changes to Options and Choices tabs plus new Option Attributes and Option Choices tab added

• Item tab shows green indicator if record changed since last export of XML data - right click on menu to hide / show amended lines & to reset control

Files from the Confluence page

• FRS-SwanFRS Release notes for version 1207-110823-150359.pdf
• 2023-08-12_18-26-00.snagx

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pdf

FRS-SwanFRS Release notes for version 1207-150823-131115.pdf
1.9 MB

pdf

FRS-SwanFRS Release notes for version 1207-110823-150359.pdf
1.83 MB

snagx

2023-08-12_18-26-00.snagx
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