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

Release Date: 13th March 2023

Fixes

FRS-878 - Purchase Orders

Fixed an error generating the links to goods received notes for lines with a write-in option containing a single quote.

Support #: FRSSUP-5789

FRS-840 - Product Set Stock Allocation

When adding a 'product set' to a sales order with “take from stock” selected, the check on whether a location can fulfil the component items will now ignore service classed lines as they will never have stock available.

Support #: FRSSUP-5367

FRS-525 - Accept Payment

When accepting new payments, the location drop-down list will now display but be disabled if the user does not hold either RECONCILE_CASH or RECONCILE_CASH_LOCAL privileges. This will help functions that rely on the location drop-down, such as the payment total calculator and full amount button.

Support #: FRSSUP-1889

FRS-397 - Getting Error when adding an item to transfer

It is now not possible to add stock to a transfer note if the item is already on a transfer note. I.e. you cannot add the same stock item to more than one note.

When searching for stock within Warehouse Stock, if an item is selected which is already on a transfer note and the transfer option is clicked on the side panel, a warning advises the operator that the item is already on a note and the process is blocked.

Support #: FRSSUP-447

Added

FRS-852 - Integration with CSF

CSF is a third party accounting / payment application.

Subject to configuration, SwanFRS can send data to a CSF accounting application. Posting types are restricted to specific financial activities and adhere to a rigid output data structure.

This data export works in partnership with issuing PO information to CSF for invoice matching purposes, and therefore postings sent to CSF reflect this.

If SwanFRS is used for invoice and credit note matching, cost price variances are only sent to CSF if the current cost price on the stock record varies from the PO cost.

The interface is designed for CSF to be processing the invoice and not SwanFRS.

Support #: FRSSUP-4850

As part of this development, SwanFRS also sends purchase order details at time of first GRN and updates to PO composition thereafter, along with GRN information to enable invoice matching within CSF.

FRS-844 - Focus Dev 2: Export Files

SwanFRS now offers the ability to hold a maximum of 6 'customer types' per customer.

This is controlled via the USE_CUSTOMER_TYPE_LEVELS application parameter, which is set to 1 at time of upgrade.

It is still necessary to set the USE_CUSTOMER_TYPE parameter to turn this feature on.

The Set Up Customer Types routine now allows setting of a customer type level, and the customer detail page allows up to 6 levels to be set.

Support #: FRSSUP-5347

Changed / New

FRS-837 - BalancePay Payment Types

BalancePay is a process whereby the retailer can issue a payment request to a customer via an email requesting them to make payment via a ‘web portal’.

This reduces staff time chasing customers for payment and removes the need to obtain customer card payment details.

BalancePay is a ClearCourse product.

FRS-829 - Add "Find Messages" to menu

The main menu now offers a quick link to the Find Messages option.

To the top right of the Open Messages table on the 'home' page, the Find Messages hyperlink.

When clicked, (and subject to permission), the 'message viewer' page is displayed.

FRS-828 - Additional Search option in Warehouse Search

Two new filters have been added to the Warehouse Search > Category tab.

• Special Order when selected, will show or hide stock specifically ordered to fulfil demand on the sales order.

• Internal Order will show stock or omit stock speculatively purchased via an Internal Order.

FRS-826 - Reverse Write Off

SwanFRS now offers the ability to reverse selected items on a write-off note.

Prior to this release, if a write-off note was processed in error, all items had to be ‘reversed’ individually, which was time-consuming.

It is now possible to reverse the written-off status for selected lines on a note in a single action.

When viewing the write-off note, place a tick into the left-hand-side check box against all the lines you wish to reverse, and then click the REVERSE WRITE-OFF button. All selected lines will be brought back into stock (subject to the checks already applied to the single reverse write-off function).

FRS-825 - login splash screen

The login / Splash screen now displays the version number of SwanFRS.

FRS-679 - Wondersign Stock Output

Wondersign is a product mapping company based in the USA and provide catalogues for retailers which can be loaded (via the SwanFRS Product Creator spreadsheet), into SwanFRS.

For retailers taking product data from Wondersign, SwanFRS now offers the option to periodically send stocking levels to the Wondersign Kiosk thus enabling the device to show stocking levels held in SwanFRS by trading location.

A suitable stock refresh interval is required to ensure the kiosk stocking levels are kept in sync with SwanFRS.

FRS-669 - Third-Party Payments Receipt Interface

SwanFRS is capable of receiving electronic payments processed via a third party till and importing them as payments against a sales order.

The import method is via the Accounts Interface, with rejected records held waiting for correction before loading into SwanFRS.

Sales Departments

The existing Set Up Departments has been retitleed Set Up Purchasing Departments and allows suppliers to be grouped together for reviewing demand (via Purchase Order Optimisation).

A new Set Up Sales Departments has been added to the sytem allowing the creation of up to three sales department groupings.

Product Creator Spreadsheet

The product creator spreadsheet has been reworked, offering a number of new features and processes aimed at making it easier for the operator to set up and maintain product catalogue

The naming of the spreadsheet has also been changed to correspond to the SwanFRS release it relates to.

Reports

Please visit the Support knowledgebase for more information about these reports

Reports changed in this release are

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