Download the latest version 2025 Build 250422 The best way to get updates is to click the check for updates link in Retail Operations.
To see what version you are running, look for the build in either the Master/Launch Menu window or in the Retail Operations login window.

V2024 Build 240422
New: New and improved scuba calendar. New toolbars, faster load times. The roster now displays dive card usage indicators, better waiver indicators, the ability to view each
receipt against the payment history without leaving the page. New Pay, Deposit, Drop, Move , Swap, and Copy buttons for easier identification.
New: Tips/Gratuity prompt can now be set to suggestive tipping at the payment terminal with 4 percentage defaults. The customer can choose one of the new preset tip points, choose a custom amount or select No Tip.
New: The 'Copy Reservation' feature in the roster now prompts you to include any associated options.
New: New 'Visual Outlook' View: The toolbar now includes a new view called Visual Outlook, which presents a 3-day or 7-day snapshot of activities and dives, along with their associated reservations—all in one place. At a glance, you can see whether participants have outstanding balances and whether waivers are completed for each entry.
New: Work Order improvements. The window displays more information and management of services and items is easier than ever.
Enhancement: Web Items section. An improved editor and setup screen is now available for building your Scubaocity/EnCart Online Shopping Items.
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V2024 Build 250107
Fix: End of Year Payroll date range bug.

V2024 Build 241212
Fix: When adding a card on file while in non-touch mode and non scuba industry, caused an error on saving the token.
New: Rental Service Reminders can be set to # rentals or by # days from last service. The system now tracks total rental count and rental count from last service.
New: Rental Items now have an additional field for size. By adding a separate size field, we can filter rentals on the calendar for quick gear selection.
New: A new system alert is available whe n the CRM email service is not running. See System Configuration - Retail Environment - Email Setup tab, For Entouch CRM Emailers tab - check/ uncheck "Alert users when service not running."
New: The selected graph style on Retail Operations Dashboard section for hourly sales is now saved in the user profile, so that it shows the same graph on launch.
New: The Rental Calendar has visual improvements and both rental counts are now displayed on the hover popup.

V2024 Build 241002
New: Upgraded Version of Developer Tool taking advantage of new Windows 11 features, .net, chromium browsers, improved pdf capabilitie, JSON libraries and 64 bit app creation. Installation may require a reboot first as new base DLL's are being installed and replaced.

V2024 Build 240905
New: Work Orders - It is now easier tyo select rows and delete items off a work order. A new icon disdplays on selected rows to quickly remove unwanted entries.
New: Infra Promotion shlef tags now supports custom logo settings. Choose from everyday, deals, or custom image. The infra logos have 12 custom back colors to choose from.
New: EBT now supports Healthy Incentive. This is a state level addtion to the federsal program. Colorado and California are the only 2 states supporting this feature. This program issues rewards to the EBT card holder as incentive for purchasing designated healthy food items. Requires Colorado Residency, FISERV back end.
New: Print Tags now from the inventory search now supports specialty promotion tag printing.
New: Added support for IP WiFi based payment terminals. This includes the Pax A77 and the Ingenico Link 2500.

New: Added support for a small inexpensive portable payment device. The ID Tech VP3300. Chip, Swipe and Tap to Pay.


V2024 Build 240819
Fix: The New Retail column did not save edits within Purchase orders - Unsent Worksheets.
Fix: When Receiving Purchase Orders, the tag order process order tags for the receive quantity rather than 1.
Fix: When Reviewing Retail Price changes on a PO, the system would order tags for all shown rows rather than edits only.
New: E-Waivers have been added to Scubaocity as a separate subscription. This ties to Diverse Retail for Roster waivering.

V2024 Build 240612
New: Added a new RF activity. Pricing and Promos. This will lookup up a product and display any promotional pricing plus member pricing. We also renamed Price Check to Product Lookup, Price Check & Change is now Retail Check & Change.
New: Customer Display options. Now supports 1366x768px displays and 1280x768px displays.
New: Added the ability to duplicate a PO. Take any PO worsksheet, sent or closed and create an exact copy ready to send. Right click to a PO to see the new option.
Enhancment: PO Check In on the Handheld RF limited the list of PO's to 30. It is now expanded to 42.

V2024 Build 240527
New: Added the ability to enter birth date via touchscreen for age verification items.
New: Added the ability to enter your pos code via touchscreen to unlock a register.
New: Added support for EBT Healthy Incentive Programs. The system now tracks the purchase of fruits and vegetables to apply against their EBT account and get money back on your EBT card when specific purchase criteria are met. This is an add on to the Federal EBT Program is suppported by Colorado and California as of 5-28-2024.
New: Added the ability to cancel ringing a weighed item from the weight prompt window.

V2024 Build 240320
New: A new Express Seller Option is available. Choose from the original custom assigned paginated and the new auto alphabetical - no pagination scrolling window. The new method does not require any page assignment or manual sort order. We have also added the ability to globally update an items express seller status by right clicking the selected search item(s) and choosing more mass update options, Set check box options. Check update on Express Sellers and choose on or off.
New: Added a secondary email to customer forms. At this time, it is a reference field and does not use this email when contacting the customer via CRM or internal manual email.
New: A new option has been added to the leader/loser inventory report. Besides department and supplier, you may now select a specific brand to assess.
Fix: Double clicking a rental service item caused an internal error instead of opening the status window.
New: Added a setting to disable printing price adjust discounts on the customer receipt. See System Configuration --> Retail Environment - Thermal Receipt Settings Tab.
New: Added support for Microsoft 365 Mail direct o-auth connections as well as Gmail API direct connections in your email settings. o-auth may be required.
New: To Quickly enter customer information, you may now scan a drivers license at any new customer entry form. This includes the back office form view.
New: Mass update charters and trips with new criteria. Click the ACTION MENU TOOLBAR from the calendar or charters screen to access this feature. For example, if you forget to set the boat or set it incorrectly. You build 100 recurrences and now have to fix all 100. This feature will let you fix them in one go.
New: Work Orders have been re-worked making it easier to assign customer gear and filter the work process by individual gear within a multi-gear work order.
New: Search for work orders that contain partial/full serial #, part # and service item #.
New: Added Activity attribute 1-3 from scubaocity to Diverse Retail. The drop downs are only populated when Scubaocity is activated in the system. The activity attributes are used to view the on line calendar by activity types. So you may have a 9am dive that is set to early dive, reef dive and 2 tank. When building a new charter, please use these fields to assign the outside activities when using Scubaocity.
New: Bi-weekly payroll customers can now set the payroll period start date to any day of the week.
New: Revamped the Scubaocity Group Booking from the Management side of the system.
New: Consolidated Non Diver Leaders/Companies into a selectable drop down for consistent bookings.
Fix: The last week of a weekly timeclock setup did not automatically load the last week for view. You had to use the calendar to set the date range.
Fix: The new work order module had a pop up message when creating a new Work Order. The gear is easier to edit and remove from a work order.

V2023 Build 231107
New: Tag size - 2.4" x 1.25".
New: Supplier invoice format for KEHE 2024.
New: Promotion Report for Astro export. Loads transaction detail for all promotional rebates applied for the period. Load the report and click export... select Excel with headers and upload that file to Astro. (Pet industry)
New: Promotion Tag. 2" x 2.625" 4 across, 4 down. 16 per page now has a style 3 using the everyday logos to present items that are discounted all the time from a promotion.
Fix: When utilizing automatic surcharges to credit card processing, the caluclation for surcharges could exceed your registered limity. for example, Sale Total: $1.99 x 3% = .0597 became rounded to .06 cents naturally.  this then went over the 3% slightly.
Enhancement: New PO Supplier invoice format file for UNFI (United Natural Foods).
Enhancement: Importing a Supplier Invoice file now pulls in Brand, Size and Attribute into the PO. When importing a supplier invoice file, the inventory or catalog size and attribute will be used.
Enhancement: Price Point Inventory Items now have a custom sort for the sub item display at the POS. Set the sort manually in the form view of the item.
Enhancement: The SPINS inventory feed has been updated to support SFTP connections required by End of Year.
New: A new inventory search criteria has been added to find items that are attached to event options. See Used as Option (Y/N) lower right.
Fix: Volume Discounts that contained a 1 for price caused a divide by zero error.
Fix: Customer search (Has a Note Y/N) generated a SQL error.
Enhancement: You may now hide the info icons column by choosing hide from the popup menu of the grid option located in the bottom workbar.
Fix: PO info icons have been updated to match the new system icons.

V2023 Build 230830
New: Promotion Tag. 2" x 2.625" 4 across, 4 down. 16 per page.
New: Matrix Items are now complete for the shopping cart feed.
New: Add a Manual Surcharge button to your POS Pad. This will report surcharges separately in the closeout report.

V2023 Build 230810
Fix: Running Tabs had an issue when paying off customers from the actvity roster and both have open tabs against their name. This caused the tabs to combine. Also merging customers with a running tab caused the tab to disappear. The merge now checks for running tab and halts the merge.
New: Running Tabs now has the Pay, Save and Close tab buttons all on the right hand side grouped together. Running tabs now auto save when switching to another tab without having to save or close the currently open tab.
New: Running Tabs established for mutilple group guests on a roster. When paying group guests that have a running tab, the system saves the tab between each payment made.

New: Employees can now be set to non employee status. This removes them from the automated timeclock commission split system.
Fix: Option Items that are directly assigned to an inventory item and the inventory item had a group discount, the discount was not applied to the transaction.
V2023 Build 230715
You may now set a customer to be non-commissionable to associates in the event they get wholesale prices or cost + discounts.
New: Purchase Orders now contain a column displaying current inventory retail and a new column to set the new retail price. Any retail price changed in the PO will be updated upon receive.
Fix. The new Rental Calendar had an error when canelling an entire reservation.

V2023 Build 230705
Enhanced: Rental frameworks now have a setting for Rent By Item and Rent By Weight. Rent by weight is useful for rental weights or items that do not need specific reference # tracking/ serial tracking. This makes it very effecient to check out a large quantity of weights in one click. set the qty to "9" lbs and press rent. One click check-in for By Weight makes rental returning just a easy.

The rental calendar has been revamped and is now easier to use than ever.
- New Look
- New Rental Type (By Weight) with a different view. (see second image below)
- Rent By Weight - Set a quantity and timeframe. Simple, fast, done. Modify the quantity afterwards by highlighing the rental on the ticket and clicking the Qty (x) button.
- Auto select mutiple tracked rentals like BCD's in one-click
- Switch the paying customer within the calendar


Rent By Weight

Rental reservations can now be printed from the pickup reservation window of the rental calendar.

V2023 Build 230619
New Commission Option. You can split commissions based on who is clocked in. So, if 2 employees are clocked in they will get a 50/50 split based on your comission settings.

Employees can now be set to non commissionable in the user setup page.

The order analysis has been updated to recalc on order, last ordered, and last PO every time its run.

V2023 Build 230611
Improved interoperability between Scubaocity and Diverse Retail.

Improved group bookings. When choosing the group leader, you may now single click a row to assign them.

Heartland has disengaged with smaller third party POS providers and we are no longer able to support heartland processing. Customers affected have been notified and can remain on the prior build until a new partner is established.

V2023 Build 230523 - Last Build Supporting Heartland
Added support for a New Avery Brecknell scale. The USB 6710 15lb. scale displays live weights on both the POS screen and customer display. Set your items to weighed and the retail will be multiplied by the qty for a selling price.

Fixed an issue in scubaocity where deleted activities in Diverse Retail were not being deleted in Scubaocity.
V2023 Build 230501
Integrated processing - dsiEMVX now supports surcharging to help merchants mitigate processor fees associated with processing credit card transactions. Datacap’s “Surcharge with Lookup” function checks the card’s BIN in real-time to confirm that the card is eligible for surcharge (credit only). Surcharging is legal in most states, but we recommend that you check your merchant's local and state local and state regulations specific to surcharging prior to implementation. To learn more about surcharging, check Visa’s guidelines surrounding regulated fees.

VISA - Surcharge PDF Guideline

EncomPos Retail has added a setting under Merchant Services --> Merchant E-Pay Setup to enable surcharge with lookup. Assign a surcharge account by creating a specific surcharge account for Credit Card Fees or Credit Card Surcharge in System Configuration-->Drop Downs and Lists. After creating the account, select the account in the drop down on your merchant settings page set a surchage % greater than 0% to activate. When an ePay transaction is tendered, the system adds a surcharge before authorization and the processor determines if it is a surchargeable card. If it meets surcharge requirements, the transaction total is bumped up and a surcharge is added to the receipt and is part of the main daily reporting.

We have also added the ability to manually add a surcharge to a transaction from the manual surcharge button now available in the POS Pad layout.

New: Label Size. 3.5" wide x 1.10" high. There are currentlyu 2 default styles to customize.

V2023 Build 230309
Enhancement: Added the 3 open tenders to the transaction journal filter list. So now you can view "Tender Paypal" for instance to display transactions that were paid via paypal only.

New: A new favorites view has been added to Retail Operations. This supplements the Treeview for feature navigation. Right click any treeview item to add it to your favorites list. When viewing favorites, you can click the sort icon (see below image) to open a sort window. Right click any favorite to remove it from the favorites list. The favorites list is saved seperately for each user in the system.

Enhancement: Purchase Orders now contain a quick add box to add products to the PO by UPC or Item #.
Fix. Adding a Pay All Checked In charter where more than 2 patrons were added to a running tab caused previous dives to get erased off the ticket. This did not affect Pay or Group Pay options.
Fix. When a layaway quantity for an individual item was greater than 1 and the price for the layaway was lowered from the inventory retail, the system recalculated with a quantity of 1 and had to be adjusted manually.
Enhancement: Added location to sale tags.
Enhancement: Added export functionality to any reports that did not support exporting in the past.
Enhancement: The timeclock screen now displays total hours for the employee by pay period rather than past 7 days.
Enhancement: Added support for 2.25" x 1.25" roll mailing labels.
Enhancement: Blocked the ability to print a duplicate receipt from a hold sale.
Fix. The drop down calendar use last full month did not work on December 31st.
Enhancement: The Web Items section has been improved for building the shopping cart items. This is the first production release. Requires a subscription to the online system.

V2022 Build 221205
Enhancement: Added 2 additional affiliations for customers.
Enhancement: Added a new invoice format displaying ship to and bill to. See System Configuration.
Enhancement: Improved Label Drop Down now shows a more accurate depiction of the stock. The Labels and Tags order window now displays location.
New: PO Supplier Invoice File format for KEHE Natural Foods 2023.
Fix. The new label and tag order window was unable to delete a tag on order manually.

V2022 Build 220921

Enhancement: The Inventory search has been optimized to load faster. It presents a new search list and cleaner drop downs. There is also now a quick filter of 3 views. One is the full or customized workset that always existed. New is a Light view with less columns of info and finally a compact view with just the essential inventory info. You can now hide the search section while in search mode. Click the arrow in the right hand of the inventory search header.

Enhancement: New Promotion type: Incentive Campaign. This is a get them in the store monthly themed deal. Set a spend and reward amount. If the customer is under the spend they can accept a lower than maximum discount or wait until a future visit. Reset the campaign monthly, Quarterly or never. Email the deal through our new Bulk Email service. (requires a 3rd party SMTP bulk email account) See Mailjet or Sendinblue. Just add their smtp INFO to your mail mx record for your domain and send through their SMTP servers for guaranteed delivery and online stats. Microsoft Office 365 although a paid service still limits outbound mail to 1000 receipients per day and a rate of 30 per minute max. These limitations are on all platforms of varying degree including Gmail 500 per day, Yahoo, AOL etc.

V2022 Build 220810
Enhancement: Promotions now support activating a deal cost that will be used to set the transaction item cost and ordering cost. This cost can be assigned on the promotion item deal cost column. If there is no deal cost, inventory cost will still be used. Note the value of using this feature is not having to remember to set and reset your cost during a special buy in deal. This can be auto assigned from an import promotion file such as INFRA for food and health products.

New: Promotion Sign. This is a full sheet sign in portrait and landscape to post specials. 4 theme colors and 2 watermark graphics, plus custom text.

New: New Promotion Label. This is a sheet stock 4 across 3 down, with 3 styles to choose from.

Supplier Format Change: Purchase Orders sent to UNFI (United Natural Foods) are now CSV files rather than the tab delimited files from their original portal. Make sure to upload these files using their new web portal.

V2022 Build 220728
Enhancement: Now you can print the store email on the thermal receipt header.
Enhancement: Scubaocity transactions under terminal 99 now auto closes with all the media counts complete.
Enhancement: When running the software from offsite (internet based connection), the calendar load time has been significantly sped up and now takes less than 1 second.

V2022 Build 220704
Enhancement: New Rental Toolbars, New Retail Operations button theme, Improved Price Change sheets where you can manage price updates prior to affecting inventory.
Enhancement: Importing promotions now supports INFRA Pricing. (Food industry related).
Enhancement: Scubaocity - Now guests are saved under each main account profile. If your customer books a typcial group, the guest names are selectable from a drop down list of all of their previously booked guests making it fast and easy for your customers to repeat sign ups. Check out Jupiter Dive Center's Scubaocity site for a quick glance of the customers shopping experience. Please note their is an entire management side to Scubaocity, all of which seamlessly works with Diverse Retail to keep sales, customers and calendars synchronized.

Enhancement: Scubaocity - Tips can be enabled for stores desiring pre-tipping at checkout.

V2022 Build 220615
Enhancement: Department promotions can now be added in bulk.

Enhancement: Accumulation Rewards has added additonal discontinue options. The original option discontinued signups for new customers and allowed existing customers to complete the current round of rewards. No Rollovers were permittted. The new option just discontinues signups for new customers but keeps current customers in the program indefinitely or until the actual program expiration.


New: New Report. What else did they purchase when buying product x over a date range. Report Name What else did they buy? This is available as a quick on screen report in inventory search or as a POS Activity report in the document center. A product must be selected on the inventory search for the report to pull data.

Enhancement: Dashboard additons. When viewing the Dashboard by store overview, the hourly sales graph can now be set to display Item Counts by Hour, Transaction Counts by Hour, and Cost Retail & Profit views in addition to the sales and sales and deposits view.
Enhancement: The Transaction Journal now shows sold count and return count separated out rather than combined.
Enhancement: The Associate Commission report and Scuba Crew Schedules can now be viewed by payroll dates.
Enhancement: New Flat Buttons default is on. Still in progress. In a future update you can go back to 3D buttons. see System Config.
Enhancement: New Button styles are available for the POS Pad. We now have sets of 3D, Edge colors and the new flat color buttons. See POS Pad Layout in System Configuration.


Edge Buttons

OLD 3D



V2022 Build 220426
Enhancement: Promotion Zone: Added a new Volume Discount option. Buy x Get % off. This can be multi level. Buy 5 get 10%, Buy 10 Get 15%.

Enhancement: Promotion Zone: Promotions can be added for an entire Department with one entry.

Enhancement: Catalogs can now be downloaded from a new toolbar icon in the supplier catalogs section of retail operations. Just download the catalog installer and the 2022 catalogs will be installed in your My Imports Folder. The catalogs now contains an import map section that automatically generates the mapping for you when importing a catalog update. Some catalogs have mulitple price points. Make sure to select the correct cost in your map before proceeding.

Enhancement: The Point of Sale Customer Profile has been updated with new graphics and more display features, including a more detailed service overview.

Enhancement: The Point of Sale payment pad has been revamped with buttons that contain icons and text. Open Tenders can be selected from a drop down to get the brand logo on the button. See System Configuration - Retail Environment - Point of Sale Tab, Tendering Rules Tab. Select your open tenders from the drop down lists.


Fix. Rental Agreements/Liability Waivers did not print when a rental was placed on a running tab.

Fix. Column header sorting within the Labels and Tags Order window by supplier and department did not work.

Change: The inventory type of Mfg Sell Thru is now Price Points for clarity of function. The 5 digit restriction is no longer enforced. Keep it the 5 digit Mfg Code if wanting to apply UPC codes to price points.

Enhancement: The Inventory Form View has a new look with modern graphics.

Enhancement: Running Tabs can be set to adjust QOH immediately or adjust on Payoff. The default is adjust on Payoff and was the original and only setting. To change the behavior, see Retail Operations -> System Configuration, Retail Environment, POS settings Tab, Selling Behaviors tab.

New: New Promotion Sale shelf tag. 12 labels per sheet. From www.rtisigns.com These have adhesive for the top and solid for the hanging portion.

New: New Currency Exchange Flag entry for Belize Dollar. Typically 2 to 1. Exactly Currently: 2.03 to 1. Be sure to update rates as necessary for proper exchange rates.

Enhancement: The Deposit Report now has a summary view displaying the status of all Deposit Accounts as of a specific date. You can also summarize by customer or see full detail. See POS Activity Reports -> Deposit Report.

Enhancement: The dashboard now has a new view Master Department that summarzies sales to the high level department including it's sub departments rolled up. The leaderboard on our dashboard now contains leaderboard by Dollar (original), Volume and Margin. New hourly views display for Category, Department, Brand and Supplier.

Fix. Rental Agreements/Liability Waivers did not print when a rental was placed on hold and recalled.

Fix. Rental Agreements/Liability Waivers The last digit of the tan # was getting cut off in the printed rental agreement. 

Fix. The Repair Tag field was not saved on a new work order, only an edited work order.
V2022 Build 220107
Enhancement: Work Orders now display the Technician,Due Date, Ready Date and Create Date in the open order list. Due date has replaced Estimated Ready Date.

Enhancement: Upgraded email now supports SMTP over TLS1.2, more connection options and soon a direct connection to Gmail and Exchange.

Enhancement: Added SEI, ERDI, and FRTI to the agency quick course list. Updated course lists for 2022.

Enhancement: Added a web description column to inventory. If a catalog has a full description it will be assigned from the catalog.

New: Retail Operations now has a web item builder page under Inventory. Build your web selling matrix and with a Scubaocity subscription you can start selling on the web. Includes a calendar for booking charters trips and classes.

New: A web orders page has been added showing all web orders that were processed. Just print the packing slip and ship.

V2021 Build 211112
Enhancement: Blueprints have been revamped adding the HTML description to better match up against Scubaocity Blueprints. The layout has been changed to display a list of blueprints on the left and the editor on the right.

Enhancement: The document Center has a new toolbar icon to set the printer without entering the print dialog. This makes it easy to switch printers before previewing the report.


Enhancement: Terminal Settings is now Station Settings. The layout has been revamped and easier to edit. The station settings now include an override for the label printer. This will be used when assigned. If it is not, it reverts to the default printer assigned to the tag style. This is useful in situations when there is more than 1 label printer within the store and they each require a unique label printer by default.

Enhancement: The Handheld software has added support to print multiples of a particular item's label/tag from the wifi-printer without rescanning. Requires version 2021-1029. Get it here.

Enhancement: Scubaocity now supports non scheduled items - a built in shopping cart to leverage one system for bookings and online sales. This includes products (with availability counts), Dive Cards and Starter Classes without dates. All of these will sync to Diverse Retail and become part of the reporting for the day. The sales will be separated out as terminal 99. All starter classesd will be directed to a holding class in Diverse Retail. New features go live Januray 2022

Enhacment: PLU Image sell now has a cleaner interface hiding empty entries rather than show the empty slot with a "no photo icon".

Enhancement: Running Tabs - The Associate and timestamp are now displayed in the running tab window within Retail Operations and the POS.

Enhancement: Scubaocity and Diverse Retail can now share colors on the calendar rather than rely on the separate color management system.

Enhancement: Added Booked By and Create Date to the hover information on a roster booking. This applies to Classes, Trips and Charters/Activities.

Enhancement: When searching for customers or inventory the search by beginning with/containing is now in a tab format to make the option more obvious.

Enhancement: Now that Scubaocity has calendar categories to filter the shopping view, EncomPos has added calendar categories to assign against charters, events, activities, classes and trips when using Scubaoity. The filter will be available on the Diverse Retail calendar soon.

Enhancement: Stores who use the force customer on every transaction option and the total is pressed the system presented a customer lookup options window. This windows has been modernized and more importantly, after choosing a customer, the system now auto totals without having to press total again.

Fix. Product Coupons generated from Accumulation Reward, printed the coupon twice on the receipt.

Fix. Creating a New Work Order from the Retail Operations (back office) generated a database error in some instances.

Fix. Special Orders. Taking a full deposit on the amount due including tax, had a penny rounding error for stores with tax rates containing 5 decimal places. i.e. - 8.135% translates to .08135. The Special order system rounded that rate to .0814.

V2021 Build 210818
Enhancement: The Scuba Roster window has been made larger, with larger fonts, and cleaner layout. All group guests now have their email and phone # displayed in the roster. Move and Copy have been improved as well.

Enhancement: Boat / fleet editing is now within the charter section.  Click the Hamburger icon or right click the charters window to pop the menu.  Click Edit Boats / Fleet…  No need to go to the drop down list if you don’t want to.

Enhancement: Changing a boat capacity will now ask if you want to update all future dives to the new count.  Then the new max count will sync out to Scubaocity charters, activities and events.  The master boat capacity gets updated in Scubaocity as a result.  This is a fast way to modify the count and have it sync without issue.

Enhancement: Added an indicator display for Non Diver Leader (NDL) status in back office roster.  Fixed roster count display error in back office when leader was an NDL (Non Diver) status.

V2021 Build 210801
New: The Merchant Panel now contains a Token - Credit Card On File section to manage, remove and print customer tokens on file.

Enhancement: All overviews have been rebuilt and many have new stats and summary information. This includes an all new Scuba Overview with more informative overview stats.

Fix. When resetting a sent PO to the unsent status, there was a condition where the first item would be removed from the PO.

V2021 Build 210723

New: We now have a premiere connection to Locally.com. Click here to find out which suppliers they work with. We have a free connector that syncs your products and quantity on hands. Locally provides you a shopping cart that can be embedded in your site in seconds without coding know how. Generate a Facebook page or publish to Google. It's Simple, and gets your name out there through Locally. No prcoess to manage, just set which products to advertise online and occasionally update the availability list. Diverse Retail and EncomPos Retail will send everything to Locally. Contact us for more information.

New: The dashboard (overview) in Retail Operations now contains views summarizing data in various ways by Department, Category, Supplier, Brand and Overview. Default views and settings will be saved for each user in the system. Thanks to Katama General Store for requesting and paying for this enhanced dashboard.

Enhancement: Credit Card Tips are now reconcilable on the closeout report, transaction journal and shift closeout rather than relying on the merchant activity report. Additonally, overtendering the custom (open tenders) now results in the excess tender being applied as cash tips. For example, an on line order comes in with a tip. You ring the items and total the sale to capture it in EncomPos. The over tender is treated as cash out tips for the associates. The tip amount will be under cash tips and reduce the cash in drawer down by the tip amount. If you do not want to have this behavior, you can set the open tenders to not allow over tendering. See System Configuration, Retail Environment, POS Options, Tendering Rules tab.

Enhancement: The drop down calendar now has an option for full history. The first date is detetmined from the first sale date.

V2021 Build 210605

Enhancement: You can now set Receipt Back Log Purge Timeframe in the CRM. Set the number of hours or days to purge emails from being sent when the outage reaches the set timeframe. The default is Catch Up On All. No Purging. To modify this setting see System Configuration -> Retail Environment -> Email Options -> Entouch CRM settings.

Enhancement: Running Tabs has been improved. All running tabs now retain the same tab # throughout the life of that tab. Additionally, when loading a tab, you now can save the tab or pay it off more easily. The receipt void wasd misleading, but used to retain the tab before changes. This has been changed to the text close tab when a running tab transaction is in progress. It offers save options when clicked.

Enhancement: The receipt lookup can now show voids. This feature can be on ot off by default. It cal alsxo be accessed within the reciept lookup from a checkbox filter option. This will help clear up and acount for missing transaction #'s from this view.

Enhancement: The POS Pad Layout now has 10 new button styles, ability to set fonts, font sizes and font colors. The editing is improved and Direct Product Rings are easier to setup and view.

Enhancement: Credit Card Processing improvements. Improved cashier instructions and screen design. We have also added support for DataCap Cloud Hosted processing with shared tokens between in store and on line entities that support PayAPI. As of now we support EVO and WorldPay. Heartland is coming to PAYAPI soon. It is already availble on in store processing.


Fix: When adding a PO new item from a handheld scan or you manually add an item from the quick order search (not from inventory search) and it contained a case qty, the order defaulted to the each cost instead of the case cost.

V2021 Build 210327

Fix: When processing a supplier invoice file against a purchase order and the PO had no items on it (meaning it is being created from a supplier generated order file) and the supplier file format contained a description and the description in their file was different from the inventory description you have, the system would update the inventory description inadvertantly. The checkbox to update description was only used for the catalog. Now the checkbox willl apply to both areas at once and is turned off by default.

Enhancement: Valuation Report. The valuation report now has options to select what gets valuated from within the report. The values come from the system default valuation settings in system configuration. For example, if you want to see only serialized items in the valuation, you can uncheck all inventory types except serialized items for the report.

Enhancement: Running Tabs. The point of sale running tabs can be sorted by name, amount and Tab #.ial pricing is around 1 cent per text. To sign up or get exact g

Enhancement: EncomPos Retail for The dive industry is now Diverse Retail.



Enhancement: You can now send sms text in the rosters. Click the send email icon and you can choose email or text. Remeber you need a clicksend or equivalient service that supports email to SMS. Typcial pricing is around 1 cent per text. To sign up or get exact pricing visit: https://clicksend.com/?u=56239



Enhancement: New security permission to lock down the check for updates link. This will help you prevent select employees from updating a station when you are not committed to updating all of them at once. By default all users are not permitted to udpate with the exception of the Admin group. To change this, see Security, Permissions, set your security permission group and scroll to Check for Updates. Uncheck Hide/Deny access.


Enhancement: The built in email service has utilized an engine update to improved performance on large volume customer emailers.

New 2021 Preview: The inventory, PO and customer search in Retail Operations are sporting a new toolbar look. We are finalizing a new toolbar for next year's release. Feel free to comment or offer some critique. Shoot us an email: kim@encomposretail.com

Fix: Weekly Payroll had an error generating the last payroll numbers (week 52) from the timeclock management page. You had to run the report from the document center to get the last weeks timeclock figures.

V2020 Build 201120

Fix: When adding a new inventory item from the Point of Sale and the option to assign (set) description is enabled, the description entry window did not enforce a limit of 35 characters and would fail adding the new item if it was assigned over 35 characters.


Enhancement: You can now resize the height of the work order window if your monitor has more vertical space.


Enhancement: The work order module now tracks the date a work order was set to ready for pickup. We now track Create Date, Estimated completion date, ready for pickup date, and actual pick up date.


Enhancement: You can now send SMS Texts as well as emails from the Work Order window. You must have a clicksend account (we also support TextMagic) to use this feature. To sign up or get pricing visit: https://clicksend.com/?u=56239


Enhancement: The back office work order module now has 2 display modes. New condensed view - by default. to see the notes, click the resize row icon or edit the order (pencil icon).





New Work Order Report: Within the document center, a revamped work order reporting section has been added. See Customer reports section. The report displays various aging information based on the state of the work order.



Enhancement: Updates to the visual look of the Scuba Calendar. It now uses rounded boxes for the scheduled events, and activities. Larger font on the roster view, refreshed colors on pop up windows.


Enhancement: There is now security settings for updating/changing the customer base price for Classes, Excursions /Trips and Activities/Charters. The system originally used the generic price adjust security setting. The price adjust is now for POS price adjustments only. See Security -> Permissions to add security to your scuba pricing.


Fix: When applying a discount % on a PO, the option to apply the discount to many rows at once from a right click limited the entry to non decimal values. You may now specify for example 25.50%.


Fix: When updating inventory from a supplier catalog, the system has a few options to calc a new retail from MSRP or MAP and generate a new margin or cost as a result. This process generated a tag or label for items that did not have a retail price change.


Fix: When printing tags from the inventory search "Print Tags Now" option, the tag would not load any customizations that were set in the tag designer tool within the Document Center.

V2020 Build 200901

New: A new Scuba report is available that reports on year over year head counts for Charters/One Day Trips summarized by month.


New: A new order file is now available for the Order Dog Online Grocery system. This file now contains the EncomPos supplier #. The supplier # must be associated to the Order Dog vendor by assigning the EncomPos supplier # to the "Alt. Vendor" field in your Order Dog Vendor set up screen. Then set your send PO Via option to Order Dog by Vendor file. This will generate a file containing the UPC, Qty and Vendor # (comma delimited) that forces the Order Dog system to use the assigned vendor rather than distribute the item to an alternate vendor based on some internal criteria on their part. The force will only occur if the item is carried by that particular vendor in Order Dog.


Enhancement: Rental Timeframes now have a rental due rule to specify if the rental is due at a specific time or dynamic based on check out time. The late fee will be calculated from the due time if set to hourly or by the minute.

V2020 Build 200716

Enhancement: The customer name is now printed on the kitchen orders slip along with the Order #. You must assign the customer to the sale for this portion to be printed.


New: A new PO order file format has been added for ScubaPro. This new file format is a CSV file with Item# and Quantity. Remember to set your ScubaPro send PO Via to the new ScubaPro Order File. See image below.



Enhancement: When viewing a class on the scuba calendar, we now list the agency in the class details to the left of the class roster.


Enhancement/Fix: The document center overview has a My Favorites/Quick Access report section. From here you can run your favorite reports without having to navigate the full document center report list. When adding favorites, you had the option to auto run reports. This feature did not perform the automation. You may now set any available report to run and print after the last POS Lane/Shift closeout.


Enhancement: EnCorp Package Center: Partial Packages can now transfer size and attribute. It also will send case quantity as part of the price package.

V2020 Build 200609

Fix: Work Order: When changing the completion date on the work order, the save icon was disabled. You had to edit another field to allow the save to work.


Enhancement: Event/Activity Options have been enhanced. Larger font from the calendar view to the options builder window, easier editing and the new ability to override an activity price from the base option price. Quickly reset to the base price from the edit options window on the calendar or back office wityh a simple click on the new reset icon next to the price.


Enhancement: When editing options in the drop downs and lists section of retail operations, you may now unlink/remove an attached inventory item from the option.


Fix: Scuba Shops: When buying a charter where the customer has a dive card and the setting for using the dive card is credit up to amount. If the dive price is higher than the usual - say $100 for a 3 tank and the credit up to is set to $85 for the dive card, the system would only charge the 15 dollar difference when paying off the charter/dive. If they were dropped, the system re-upped their card and gave no refund. But in this scenario they are due the difference. This has been fixed to re-up the card count and also refund the difference. This is the same for options checked off for a dive. They will get the difference in the dive card allowed price and what they paid.


Fix: The Quickbooks IIF feed had an issue generating a balanced file for Account Payments paid in cash when set to "Create A/R Invoices and Payments". If set to "Basic General Ledger Posting" everything was fine.

Enhancement: The EncomPos Kiosk now has a setting to auto assign a customer group. This will allow the store to utitlize member discounts, accumulation rewards and special promotions that are assigned to specific customer groups only. Requires Kiosk version 2.200419. and EncomPos Retail version 2020- Build 200504.


Enhancement: Labels and Tags had an option to print an arrival date code on most styles. This field has been renamed Expiration/Arrival Date. You can now specify if the tag prints as a Date Code (where the month is a Letter A=January B=February... (C520 = March - 5th day of week (Thu) and year) or show the raw date m/d/yyyy or show "Exp: m/d/yy". To set the expiration see the order tag window and scroll to the right. You can set the date to any date desired and choose the print format. If you order Promotion/Sale Tags, the promotion expiration will automatically be set otherwise it auto fills with the tag/label order date.


Fix: The new Labels and Tags feature would reset back to the default printer after each view of the report. This would cause the paper size to go back to 8.5x11" and mess subsequent prints without changing stock size or closing the label/tag center.

V2020 Build 200415

Enhancement: More updates to aid during the COVID-19 pandemic. The automated email service can now send a text in addition to a receipt for curbside pickup notifications. If the customer has a phone # in the system which accepts text messaging and the event for sending automated receipts is set to email and text, the sms message will be sent in addition to the emailer. You will have the option to not send the text if the customer is in house purchasing but still wants an emailed receipt. To use this feature, it requires a subscription to EnTouch CRM (our enhanced emailing service) and an account with ClickSend to send texts out of EncomPos. To configure events see System Configuration -> Email Automation.

Sample e-Receipt Template - We customize one for your store when signed up. Dynamic tags are replaced on the fly with customer and transactional data.



Enhancement: The customer thermal receipt and hold slip now contains the EncomPos Customer # plus a "/" and the Alternate Customer id.

V2020 Build 200401

Enhancement: Scuba Shops: The Scuba calendar now has an email icon on the bottom toolbar. You can email all signed up customers/students or an individual in the roster. Additionally, when viewing the Manifest/Checklist, you can email the manifest to staff or create a custom notification to staff. In order to fit the new email icon, some print features are now consolidated under a new print icon which pops a menu of print options. The Paste icon is now moved to the left near the customer related icons.
2 sample HTML files are included in the update. charter_notification.html and class_notification.html. Use these to make your stores notification template. This requires a free cloud account to embed
images in your HTML. Please request this account from EncomPos support if you choose to send images in your email.

New: Added 2 new thermal receipt options. 1) Option to print the customer address and phone # below the customer name. This has become a need during the COVID-19 outbreak. Additionally, the customer name was printed in the smaller font. You now have an option to print small or large. See system Configuration -> Retail Environment -> Receipt Options -> Thermal Roll Receipt Printer.


Fix: When manually ordering Labels and Tags from inventory, Avery style tags were ordering with a price equal to the quantity ordered instead of the retail.


Enhancement: The EnCorp Sync Software can send cost and retail comparisons to identify price differences between locations. Any price differences can be synchonized if needed.+

V2020 Build 200317
New: Added support for the Epson TM-H6000V receipt printer.


New: Added the capability to rebuild a historical Inventory Valuation based on the QOH, Cost and Retail on a selected date. This can be useful if the valuation did not run because your PC was off when it auto generates at night or if you back date the system to make corrections or enter sales manually after the fact. See the new button on the Inventory Valuation report - Rebuild Historical Valuation.


Fix: When building a work order, the drop down list for the Repair Associate displayed current and retired employees. It now filters the display to current employees only.

V2020 Build 200311

Enhancement: When creating a new user account the system auto generates the operator number. This field is only used on receipts to identify the associate without displaying a critical ID. Additionally, the system now unassigns the operator number when an account is retired. This will free up availiability of previously assigned numbers.


Fix: When the Scuba Calendar auto-refreshes, it had the potential to re-draw the entries for a given day in a different order when the start time of the events/activities were the same.


Fix: When pasting a customer from a move or copy to another scheduled class, activity, charter or trip, the system would generate an error by clicking the paste button without first copying or moving a customer.

V2020 Build 200309

Enhancement: When signing in at the Point of Sale, the sign in POS code can now be set to a specific length. The default is Any and requires the <Enter> key to sign in. If you choose a specific length, EncomPos will auto sign in after the final number is pressed. You must first set all of your POS codes to the proper length before the system will allow the change. See Security -> User Accounts. Set the fixed length between 2 and 10.. It's all about saving a keystroke or touch!. Sign in cards are still functional and unchanged.

+
Fix: When selling a serialized item and the serial # is not known, the system has an option to generate a temporary Serial Number. If you choose to line void or receipt void the serialized item, the temp serial number was not deleted from the products serialized list.


Enhancement: Re-built the tag ordering /printing from a PO. EncomPos will only order shelf tags if a retail price changes and always orders 1. If set to Product Label, the PO will order the Receive Quantity if not set to retag all. If set to retag all, the system orders the receive qty if no price changes occurred or the QOH if set to retag all. See System Configuration -> Retail Environment -> Label and Tags tab to change if the label is a shelf Tag or Product Label.


New: Added tracking for modifications to the Inventory Re-order by Method. When modifiefd, EncomPos tracks where it was changed, by whom and what the old and new values are. See Delete/Modified Records in Security.


New: Added delete tracking for Accumulation Reward programs. Encompos has been modified to not allow a reward program to be deleted if it is still active.


Enhancement: Revamped Label customizations. You may now style any field in every tag. Move fields up,down, left, right. Change font size, font name, color, alignment, height, width and visibility. All 50 tag styles and sizes have been rebuilt to ensure best printing capabilities. Feel free to customize any tag to meet your individual needs.
See Document Center -> Labels & Tags -> choose a tag and view the label. Click the customize tag layout button to modify your label.



New: Added a new Promo Label size. 2.5" x 4 " Roll stock. The top portion is adhesive and the hanging part is non adhesive. There is a perforation to remove the sale portion of the tag when the promotion has expired. Stock will be available late May 2020. Requires a desktop roll label printer or a portable label printer like the supported Zebra ZQ520.

New: Added a new Label size. 2.5" x 1.5" Roll stock. See the 3 styles below. This brings the total to 21 supported tag sizes. Requires a desktop roll label printer or a portable label printer like the Zebra ZQ520.

Fix: When right clicking a Work Order in Retail Operations and selecting Cancel Order..., the system displayed text that stated the Work Order would be deleted. The Work Order was not deleted so the text has been updated to state Cancel rather than Delete. Cancelled orders move from the active Work Orders to the Closed/Completed Work Orders view.

V2020 Build 200203

New: Pet Shops: Accumulation Reward Programs now have an Astro Generator to upload or email the required data for supplier reimbursement.


New: Added Support for Ingenico Lane series 3000, 5000, 7000 and 8000 - 2020 payment terminals.


Enhancement: Scuba Shops: The Boat Personnel list now has a primary function drop down to select if they are a Captain, Deck Hand, Mate or Guide/Leader or custom title.

New: Scuba Shops: There is now a drop down list to assign the Boats 5 primary staff types. Choose from the provided list of options or name your own label. i.e. Captain, 1st Mate, Deck Hand, Dive Guide, Dive Leader, Private Guide, 2nd Mate, Third Mate etc.

Enhancement: Scuba Shops: The Captain schedules, Dive Leader schedules, Mate schedules, Deck Hand and any custom crew are all combined into a single report entity named Crew Schedules. From this single report all of the staff is now reportable.


Enhancement: Improved the Time Clock feature. You may now specify a pay period. Choose from Weekly, Bi-Weekly, Semi-Monthly and Monthly. The date selection will be smart and load date ranges based on the pay period setup. Note: Only the Weekly Timeclock can use the Week Begins on this Day setting.


Enhancement: When a customer is dropped from a charter and a penalty or full payment is NOT refunded, and later the customer decides to take the same charter, you have two options to re-apply them to the charter.
1) Click the Cancelled status indicator text on the roster to re-board them with their payment intact.
2) sign them up again and have the option to retain the payment or not.


Enhancement: Scuba Shops: The Boat Personnel list now has a primary function drop down to select if they are a Captain, Deck Hand, Mate or Guide/Leader or custom title.


Fix: When selling a serialied item and the serial # is not known, the system has an option to generate a temporary Serial Number. If you choose to line void or receipt void the serialized item, the temp serial number was not deleted from the products serialized list.

Enhancement: Physical Inventory Worksheets now include indicators for Discontinued, No Reorder and Special Order inventory. You can also filter out these items from the report.


Enhancement: If your ISP has rules about the number of emails sent per minute, you can set a delay from .1 milliseconds up to 3 seconds between email sends. This can aid in SPAM Protection.


Enhancement: Added a new column to the Unsent Purchase Orders worksheet. Select a sold within timeframe to view the # of products sold in that period. This can be a useful aid for calculating an order quantity.

Enhancement: New icons, larger font, improved layout.

Enhancement: Inventory Search and Customer Seach screens now load all inventory and all customers when opened. This behavior can be set to open with no search results from a new option in System Configuration -> Retail Environment -> Back Office Settings Tab - Inventory tab. check or uncheck the Show All Inventory on Search Open. On the customer tab check or uncheck the Show All Customers on Search Open.

Enhancement: Updated Course Lists and Agency Maps for 2020. New courses and maps include: PADI, SSI, DAN, SDI, TDI, IANTD, BSAC, and Newly Added RAID.


Enhancement: Added a temporary password to newly created Scubaocity accounts so that the customer can use the on line calendar to sign in and update their password. The temp password is the EncomPos customer #: 2501000000xx.

V6 Build 190822
Enhancement: Special Ordering has been enhanced. You may now make payments on mutplile special orders on one transaction as well as pick up mulitple special orders in one ticket. This includes mutliple orders under different names, so that a special order for a husband and wife can be succesfully worked in a single transaction.

Enhancement: The EnCorp Sync Software now sends and receives Min Order Qty and Multiples Of along with Min/Max. Requires the 190820 build or later of EnCorp Sync as well.

Fix: When using age verification against departments or products, the system would pop the age verification windows for every product or department on the ticket. The system now validates only once per transaction.

New: Double clicking an item in a Purchase Order to open up the Inventory Search and load all P.O. items now has an option to enable or disable this feature. See Retail Operations -> System Configuration -> Retail Environment -> Back Office Settings tab -> Purchase Orders Tab.

Enhancement: The Department Analytics report now has a 4th option to compare department sales by custom date range. So, now it has Month to Month, Quarter to Quarter, Year to Year and custom to custom.

New: When paying a charter or trip using a loyalty dive/trip card and later dropping and refunding the customer refunded them the money and kept the dive card status the same. With the prospect that the dive card price may be a discount over the regular price, this could result in the customer getting more money back based on the difference in card price vs regular price. To resolve this, when dropping a customer from the roster, the system now checks if the payment was applied from a dive card and if it was, the system drops them and bumps the card count up by 1 and does not allow a refund of any money.

New: You may now print the Product Card/ Dive Card balance summary report from the printer icon on the Product Card page in Retail Operations.

New: Added a terminal level override to the default system setting for handling Start and close shift defaults. You may now choose to set a terminal to Auto Start/Auto Close or just Auto Close the drawer. The auto start/auto close is used for cashless stations where only credit card transactions are being apllied. In this scenario, the start cash is set to zero and the shift does not need to be closed out and counted. The auto close option still triggers a start cash (whether automatic or manual), but will auto close the shift with the keep in drawer amount set to the start cash.

Fix: When returning a full ticket that contained Store Coupon % discounts, the invoice would not apply the discount back to the return invoice allowing the customer to gain the benefit of the coupon.

New: Added the ability to open a catalog item that you stock (in inventory) from the suppliers Catalog view. Right click a stocked item and choose Open Inventory Item...

Enhancement: You may now import a catalog with duplicate UPC/GTIN codes as long as they have a unique supplier item #. This is now allowed because many vendors are providing case purchase options with the same UPC but different items #'s for ordering. This has no impact on inventory.

Enhancement: Added security for Cash Returns. See Security -> Permission Control -> Tender Cash Return to record or require ranking signoff. Set Prevent access to disable cash returns entirely.

Enhancement: All Web Cam capture screens now have an option to set the default web cam when there is more than 1 web cam attached to a PC. Once set, the web cam will default all activity captured (customer Photos, Inventory photos and Drivers License capture) to the designated web cam. Click the gear icon in any cam capture window to assign the default camera.

New: Added additonal security for Cash Returns. See System Configuration -> Point Of Sale Options -> Tendering Rules to require a web cam to image a customers drivers license. This is used to ensure the customer is present and employees are not attempting to return cash from a previous cash tendered transaction to themselves or a friend/family member. To view the captured drivers license, see the transaction journal and click the car icon next to the customer column.

Fix: Work Orders in Retail Operations could not generate a ew Work Order. Work Orders had to be created at the Point of Sale.

Fix: The web cam had issues connecting on some Windows 10 PC's for customer photo capture and the new license Imaging feature for Cash Returns security.

Enhancement: Added new search criteria to the supplier catalog Section. You may now search by Add Date and Last Updated.

Enhancement: Added a new Accumuation Reward: "Instant % off" This is valid for Spend $ programs where the reward is in one visit for all Inventory. The % discount is calculated from the sub total. You can also set a maximum reward amount. For example, you can set a maximum reward of $40 even if the customer spends $1000 on a 10% off program. This option is located to the far right in the grid.

V6 Build 190624
Fix: Lookup Catalog by Supplier had an error when ringing an item not found in inventory.

Fix: There are instances when looking up a product code beginning with 24 and 12 or 13 in length was not further found by any if its alias codes. This is related to the UPC standard of not issuing any upc coces beginning with many 2X codes. Regardless, this has been fixed..

Enhancement: The customer gender/sex column has been aded to the Customer Search Results. This column is sortable and can be used to target men or woman for various tasks.

Enhancement: Work Order Claim Checks can use the existing embedded/combined Work Order plus the Rich Text document or it can now print the work order separate from an attached PDF agreement. See Retail Operations -> Customers -> Work Orders -> WO Claim Check. Choose a print style.

New: A new color code has been added to the row of an inventory search item. The color indicates a No Reorder setting on the item. The default color is purple, but can be modified in the Grid Preferences option. Additionally, if attempting to add a no reorder item to a PO, the system warns the user and provides an option to add or skip the item from being applied to the purchase order.


Version 6 Build 190521
Fix: Coupon set to start on a specific date were denied use until the day after the start date.

Enhancement: Added security to Purchase Orders for adding new Items to a PO from the right click and from processing handheld and vendor receive files. See Security -> Permission Control -> Purchasing -> Purchase Orders -> Add New Inventory. This can be set independently for each permission group defined.

Version 6 Build 190510
Fix: When line voiding mulitple rows at once and some of the items being voided were just the line discount of an item, the system retained and displayed the discount in the commission report and product sales. This did not impact closeout or summary reports.

Fix: When selling an item that is not in inventory or a catalog or the item is not in inventory but found in a supplier catalog, the system did not check for age validation, Weighed Item Status or EBT settings.

Enhancement: Quick Customer Reports within the customer search now has 2 new shopping activity reports limited by date range instead of full history.

Fix: When sending a PO via email, the system allowed a cancel when choosing the PO format, but moved the PO to the sent display when you attempted to cancel from the email send window. Now you can cancel at any point on the send process and keep the PO in the unsent view.

Version 6 Build 190502
Enhancement: Coupon programs now have the option to set a minimum required spend amount for the coupon to work, a maximum discount when set to %off and the ability to set a start date for the coupon in addition to today and tomorrow.

Version 6 Build 190424
Enhancement: EnCorp Sync now includes synchronizing Department and Supplier deletes In and out. Requires EnCorp Sync version 190418.

New Add-On Kiosk: A New software EncomPos Kiosk is available that allows customers to self sign up for your store deals at a dedicated kiosk station. Collect their Email, Name, Address, Phone #. Choose to automatically put them in a discount group and offer an instant reward for signing up. The reward can be sent to their email or printed as a coupon immediately. In order for this to function as a true kisok, a third party windows lockdown software is required to remove access to windows features and prevent customers from tinkering on the PC.
We recommend Secure Lockdown https://www.inteset.com/secure-lockdown-standard-edition for $19.95.
Screenshot:


Version 6 Build 190410
Enhancement: Accumulation Reward Programs has split off the Reward Free Product(s) into 2 separate programs. The first is now Free product (same) which is limited to 1 free product where all accumulation eligible items are also reward eligible. This behaves exaclty the same as the original Free Product reward setting and limits the reward to 1. The new reward setting is Different Product(s) Free and contains accumulation products and separate reward eligible products. This program can issue more than 1 free product as a reward. For example, set up a Buy 1 get 2 free program where the buy in is a bag of dog food and the free products are some inexpensive treats.

Enhancement: Accumulation Reward Programs now have an option to accumulate the full retail price on all eligible items in the program. This does not affect the selling price, but overrides any promotion price, group discount or manual discount toward the reward program itself. This impacts the average retail off reward, lowest retail off reward and the spend $ total being calculated so that your lowest or average off will be issued against the lowest full retail of all items accumulated, or generate a higher average off for all items accumulated. Additionally, any spend program will accumulate a higher retail reaching the spend goal faster. See Loyalty Programs -> Accumulation Rewards. Check on the Accum Full Retail option to enable this feature.

Version 6 Build 190321
Enhancement: EnCorp Sync now includes synchronizing Customer Product Coupons across locations. This feature is under Loyalty Programs -> Coupon Generator Programs. Requires EnCorp Sync version 190321.

Enhancement: Coupon Generator Programs and Accumulation Rewards. The Coupon Generator Program has been expanded from generating coupons based on only products purchased to products, departments and all inventory. Set what triggers a coupon to be issued at the bottom of a receipt and what can be used to redeeem the coupon. It can also be triggered to print from an accumulation reward rule. For example set a spend $100 dollar reward rule to trigger a product coupon. The redemption of the coupons can be set to discount on specific products, specific departments, all inventory and all inventory can have exclusion departments and excluded products. The coupons can be set to dollar Off or % off. Coupons can be set to expire on a set date, or x days after issuance. We have added a new setting to determine when a coupon can be first used. Set it to today or starting tomorrow to force the customer to visit on a different day. The example below is triggered from an accumulation reward program set to Spend $500 on any scubapro items to get a $100 dollar coupon toward a G2 Wrist computer. The coupon prints at the bottom of the receipt.


Coupon Images must be 400x300 pixels and saved as a grayscale 8 bit BMP file to be printable on a thermal receipt printer. The coupon feature is currently limited to receipt printers only. A new option to email reward coupons is coming soon.

Version 6 Build 190306
Enhancement: The Inventory Price Change report now includes criteria to see Cost Changes and Retail Changes or Both. The original report showed all Price Changes Only.

Enhancement: EnCorp Sync now includes synchronizing case qty and case price as part of the cost, retail price change sync.

Fix: When using the arrow buttons to scroll through a 3 day or 7 day view, the roster would open when an activity was underneath the left and right arrow (pictured below). It will now scroll ahead/back 3 or 7 days. You may also click in any blank area in the first and last pane to scroll days.


New: A new display format is available on the Scuba calendar. The Activity View displays a scrollbale list all non closed activities, events, charters, trips, classes and swim lessons ordered by Year or (Year and Month). Sort Newest to Top or Oldest To Top. This is great for quickly viewing all scheduled activities in one scrollbale list. It's also useful when you don't know when an activity or event was scheduled. Simply scroll through the list and click for the roster.

Fix: Fixed an error that could display when viewing the 3 day detail calendar where classes were scheduled in the veiwing pane. Additonally, the 3 day detail and 3 day standard views are now accessed by clicking a hyper-link on the bottom left of the first day's pane.

Version 6 Build 190226.
New: Retail Operations -> Customer - > Memberships: The Customer Memberships page now has a report feature displaying various Membership Listings. There is also a mechanism to deactivate a non dated membership. Right click and choose Deactivate Membership Program to set the status to inactive. Inactive Memberships will not accept new memberships, but will let existing members benefit to their expiration date.

New: The Drawer Loan Feature is now active. Use this in lieu of the Paid In for adding cash to the drawer. Cash Drops and Drawer Loans do not impact QuickBooks feeds. It's just money moving in and out of the cash drawer. Use Paid Outs and Paid Ins for Expense accounts. A Paid In will typcially be used to put change back into the drawer from purchasing store supplies or paying out petty cash for services. So for example, you may take out $20 dollars for Office Supplies, but the final receipt for those supplies was $19.01. You can put the change back in the drawer and hit the expense account for .99 cents making the paid out accurate at 19.01. To activate Drawer Loans, add the button to your POS pad from Retail Operations -> System Configuration -> POS Pad Layout. Drawer Loans will now appear on your POS closeout slip.

Enhancement: Selling a Membership now prints the membership customer name on the receipt. The customer on the sale can be different than the membership customers. A typical example is selling multiple children a membership but having the sale tie to the parent.

Fix: Selling Memberships now limits the Quantity Multiplier to 1 when sold. This forces the associate to choose a customer for each membership sold.

Enhancement: PET Industry: When generating a Pet Food Experts PO, the order file generated now includes the PO# in the file name. The original file name only included PFX-Account#.txt. The file would get overwritten each time a new order was sent. This will now retain copies of sent orders for review/verification. This change has been approved by the supplier.

Fix: When defining a Product Card Program for Dives and the rule for free or discounted dives is set to Credit Any Dive Up to $, the system credited trips in addition to Charters. Dive Cards will no longer apply to any trip. This did not effect the other two rules: 1) dive = $ and 2) Any Dive Under $.

Enhancement: Added a default commission percent to the course list. The commission in the course list will apply to any classes created for the course. Additionally, the commission % on the course will default from the commission % on the department when a department is chosen for the course. If no department is chosen, the default department in the toolbar will be used to determine the default commission %. The only time a commission % will be used to calculate a commission earnings for an associate is when the commission rule is set to Dynamic product %, otherwise it will always use the associate commission % or the dynamic margin levels calculation depending on what the setting is in system Configuration -> Retail Environment -> Back Office Settings Tab -> Employee/Associate Tab.

New: A product's tax status (not tax rate) can now be included in the sync of inventory. If stores have different tax requirements or have multiple taxes that other locations do not, please disable the syncing of tax settings between stores. We have also included syncing out changes to Commissionable status, Commission Percent, Weighed Item, Default Qty, EBT, Request Price, Needs Barcode and Supplier Item # on inventory records. These new options require EnCorp Sync version 5.19.03.01

New: The Inventory Search List now contains Prior Cost, Prior Margin and Prior Retail columns. This helps to see the impact of a catalog update or PO Receive when a cost or retail change occurred. See the last 3 columns in your search. Feel free to move the columns where you want. These fields make it easy to visualize the changes without having to click the full cost or retail history links in the form view.

Enhancement: Adding products from a catalog to inventory now defaults the Reorder By to the system default reorder by located in System Configuration -> Retail Environment -> Back Office Settings Tab -> Purchase Orders tab.

Version 6 Build 190204
New: Double click an item in a Purchase Order to open up the Inventory Search and load all P.O. items. It also highlights/selects the item double clicked allowing for quick edits and review.

New: Last Sold and Last Received columns are now on the Purchase Order Worksheet. (Not Sent View).

New: 2 New Handheld RF activities have been added.
Sales History - Shows a products QOH, Supplier, Last Sold, and 1 Month, 3 Month, 6 Month, 1 Year and Previous Year Sold Count.
Alias Lookup - Displays a products alias codes and supplier item #.

Enhancement: When using the Handheld RF to perform a Physical Inventory, the system now marks an item as counted when the count remains the same and the associate presses enter to accept the displayed QOH count. Originally, you had to re-type the current QOH. This was in place to force a count on every item, but slowed down the process and often created issues where items counted were not officially marked as counted forcing a review of not counted items.

Fix: Returning a Kit Assembly item from a receipt return did not re-up the QOH on the inner items.

Fix: Selling multiple Kit Assembly items in the same transaction, caused some of the QOH adjustments of the contained inventory items to not be adjusted correctly.

Fix: Reversing a PO receive did not re-up the On Order Count. This was always corrected when a nightly or manual order analysis was run. So, the problem was always self rectified that same night or earlier.

Version 6 Build 190122
Fix: When using FIFO (First In, First Out) or LIFO (Last In First Out) for your inventory valuation, the FIFO/LIFO calculation was not inserting a new record when the cost was different on a QOH manual Adjustment and that cost was not in the FIFO table. Instead, it adjusted the existing QOH for the last cost point found.

Fix: When using FIFO or LIFO for your inventory valuation, the FIFO/LIFO calculation was not re-calculated on Handheld Tasks including Quick +/-, Quick QOH Replace and Physical Inventory. It now adjusts down from the oldest cost point and up from the newest cost point.

New: Card On File tokenization is now supported on the Ingenico iPP320 and Ingenico iPP350 terminals. The Verifone VX805 and Ingenico iSC250 were the only payment terminals originally supporting tokenized Card on File.

New: Customers dropped in the Scuba Calendar for Day Trips/Charters and Activities where a penalty was retained, now allows the cancelled customers to be re-activated by clicking the cancelled text label.

Enhancement: Day Trips/Charters and Activities on the Scuba Calendar now supports Group Pay Deposits and Drop with Penalty options. The penalty will only apply to fully or partially paid customers.

Enhancement: Loyalty Product Card Programs (Air Fill Cards, Trip Cards and Product Cards): Added a setting to apply an expiration x days after sign up. This will place an end date on liability for customers who have not used up their remaining count. Any programs with an expiration will print the current expiration on the customer receipt.

Enhancement: Supplier Catalogs now include a new blue status indicator representing that an item is in your inventory but discontinued. The green indicator now only represents active inventory items.
The new legend is:

Version 6 Build 181228 year end 2018
Enhancement: An EnCorpHQ package now includes serial number transferring as part of a store transfer package.

Enhancement: Integrated merchant processing now semi supports "pre-dip" chip card. Pre dip means a customer can insert their chip card prior to tendering epay. Additionally, cancelling an e-pay transaction can now be initiated by the associate on the POS screen rather than having to press cancel on the payment terminal. The pre-dip will only be supported for customers that disable the Amount OK Prompt in Merchant Settings. Furthermore, all Ingenico payment terminals require RBA version 19.01 or later to support this feature. The version can be found on the back of your payment pad. Note: This is only an interum merchant processing update as the next generation of Tetra Payment Terminals from Ingenico will be out in spring 2019 to support true pre-dip and ultra fast chip processing. Yes it never ends!!

Enhancement: You can now look up a customer membership status from the POS screen when a customer is assigned to a sale. Click the customer balances button after looking up the customer.

See the New Membership box within that pop up window. This will show a list of all membership status 's.


New: Volume Discount Promotion Type. We now support mix-n-match volume discounts for Buy X Get Y Free. This makes 3 supported types. See Retail Operations - Promotion Zone.
1) Buy x Get $ Off
2) Buy x For $ Price
3) Buy x Get y Free

Enhancement: Special Promotion Shelf Tags have been modified to display Volume Discount promotions with up to 3 buy points on a single tag. Improved the tag layout and added support for Buy x Get $ off volume discount presentation on the tag. See sample print of various promotion styles below.



New: A product's add time is now displayed within the inventory search results grid and form view.

New: A product's added by (user) is now displayed within the inventory search results grid and form view. This will only have values for new items added as it was not tracked prior to the update.

New: A product's add from store is now displayed within the inventory search results grid and form view. Requires an updated EnCorp Sync to push add store and added by from another location.

New: EnCorp Sync now includes synchronizing customer merges across locations.

Enhancement: EnCorp Sync now includes synchronizing added by and add store for new items pushed to other locations.

Enhancement: EnCorp Sync now has the option to set off hours so that the sync will not operate during a specific timeframe.

New: Integrated Merchant services now includes an option to capture and blind approve transactions when the internet is down. This feature is called store and forward and has settings to limit the maximum sale amount per transaction and the maximum # of offline transactions. Some processors must enable this feature to be active. An additional charge may apply. Set these amounts to a reasonably acceptable value if you wish to enable this feature for the convenience of your customers. To disable this feature, set the maximum to zero for both values. See Retail Operations -> Merchant Panel -> Merchant E-Pay Setup. Note: if there are any offline transactions, a back office function must be initiated to process offline transaction when the internet becomes available. The response from the processor will include totals for what was captured offline and what was ultimately approved in terms of amounts and # transactions. Any transaction not approved from offline mode cannot BE CAPTURED. It is wise to get the customer's email, phone and address during an oujtage where you want to use store and forward. Some prcoessor have an additonal monhtly fee for this service.


Fix: When defining an Accumulation Reward program for Buy x Get Avg. $ off, the system did not reward the average off when the definition was in 1 visit instead of over multiple visits.

Version 6 Build 181109
New: Added a new Pet Industry Purchase order file format. Bradley Caldwell is retiring the Bullseye 4 upload software for orders. The new method is sent via the Bradley Caldwell website. The new file format is a CSV file with Item#,UPC,Qty. Update your Bradley supplier file format in the Send PO Via setting to "(Pet) Bradley Caldwell Online Portal" on your supplier form view. This will automatically select the proper format when the Send button is pressed on your purchase order.

New: Added support for Sterling/EVO Merchant processing. Now choose from WorldPay/Mercury, Heartland, Sterling Payments or EVO International.

New: You may now set the system to allow shifts to carry over multiple days. See System Configuration -> Retail Environment -> Point of sale Options tab -> Tills & Money tab. The new option can toggle between the original setting (Only choice) named: "New Shifts Start Every Day" and the new setting "Allow Shifts to Carry Over Multiple Days".
The benfits of using a Multi-Day shift is that you can retain the start cash amount over mutiple days and accumulate cash over a longer period of time. This can help reduce the time and effort it takes to perform a formal closeout every day. This is especially useful for stores that have little cash in or procedurally wish to close out on demand at any interval.
The drawback to carry over mulitple days is that if you do not close out the night before and you wanted to start a new shift the next day, simply logging into the POS will not automatically trigger a start shift request. Instead an employee would have to close the previous shift first and most importantly remember to do it. Forgetting to close out would result in any new transactions combining into a single multi-day shift.
The Retail Operations closeout report now supports muti day shifts on the terminal shift view. It automatically displays each shift begin and end point by date range for instant viewing. All non closed shifts will always display regardless of selected date range. A hyperlink on the shift range will allow the report to be displayed for a specific date in the shift date range.

Fix: The 181029 release broke the ability to retire a user due to security changes. Additionally, retired accounts now have their password and POS code reset.

Fix: The 181029 release created an error on receiving a PO containing serialized items. This was a result of the new advanced sort right click feature added to the PO details grid.

Enhancement: Added a security permission for deleting a Purchase Order. The system always prompted with an Are you sure question?, but now you can block, record access and require ranking authorization prior to the final question. See Security -> Permission Control -> Purchasing -> Purchase Orders -> Delete PO. This can be set independently for each permission group defined.

Fix: After loading a running tab, the Point of Sale would allow the associate to load another running tab. This had the potential in some cases to replace the combined running tab into the second customers account. EncomPos retail now blocks the ability to load another tab until the first one is closed or tendered out.

Enhancement: When viewing charters on the Scuba calendar, the boat name is now displayed in the hover information box. This eliminates the need to click a calendar element to view all details if you are looking for the boat name and captain.

Enhancement: When loading inventory items from a saved workset, the performance has been increeased 10 fold.

Enhancement: When using the inventory search on date driven criteria (Add Date (New Products), Last Ordered, Last Received, Last Sold, Retail Price Change, Cost Change, No Cost Change, No Retail Price Change, Best Sellers, Dollar Volume Leaders, QOH Adjustment and Profit Leaders the Date fields and drop down calendar are now using the advanced version seen on reports.

Fix: When using the Inventory Search to apply Mass Price Adjustments - Right click... Choose Price Adjustments..., the price movement record was not generated for the items. Only a shelf tag or Price label was generated. Now the system creates a price movement record with the reason set to Mass Price Adjustment.

Enhancement: Added 2 new Inventory Search elements. First is to find all products with duplicate alias codes. The second is to locate any products where the product code is found in an alias or the supplier item # is found on a different product.

Enhancement: Added a new PO Send format for the Pet Industry. Phillips Feed now has its own format that can be assigned to the Supplier and/or PO send window.

Version 6 Build 181029
Enhancement: Added an advanced sort to the Purchase Order. Instead of sorting by clicking the header columns, you may now sort on multiple columns at once by using thhe right click Advanced sort...

Enhancement: Hide discontinued products from your supplier catalog by clicking the grid preferences icon in the bottom workbar.

Enhancement: Added a Department column (Target Department) to the Supplier Catalog list. If you want to bring in the department on your supplier catalogs it is now possible to include that column in your import file. When you add or update inventory you will have the option to assign the inventory department from what is designated in the catalog. It is also helpful to sort by Department to better see a breakdown of the types of items available in your catalog. To mass assign departments to a catalog with pre-existing items, you can right click and use the Set Target Department... option.

Enhancement: True EBT (Electronic Benefits Transfer) tendering is now available on non integrated systems. To activate EBT requires the Open Tender 2 text to be set to "EBT". This will then trigger an EBT evaluation of the ticket. If any items are EBT eligible from your inventory, then the tax will be removed for those items and the EBT eligible amount will be displayed on the payment pad. If not all items are EBT eligible, a balance due will be calculated for further tendering. Integrated EBT has not changed and automatically displays on the payement pad.

Enhancement: The EMV Chip credit card platform has been updated allowing merchants to disable the Amount OK? prompt at the beginning of a pin pad session. The result of disabling the amount OK speeds up the checkout for 2 reasons. 1) Obviously eliminating a prompt is automatcially saving precious time. 2) Customers often insert their card while ringing up. When the Amount OK Prompt is enabled, the remove card prompt is displayed followed by the Amount OK prompt?. Once verified they can finally insert their card. When disabled, the payment terminal will begin at the Insert, Slide or Tap Card prompt and accepts a previously inserted card. To edit this setting, see Retail Operations -> Merchant Panel -> Merchant E-Pay Setup and at the bottom uncheck/or check the Show Amount OK? Prompt.

Enhancement: Added the ability to import Min/Max adjustments from a text delimited file with Product Code, Min, and Max. (Do Not Include a Header Row)

Enhancement: Added a new setting in System Configuration -> Retail Environment -> POS Customer Settings Tab -> Customer Rules Tab. In the Phone Label section, you can now specify to default SMS Capable ON or Off by default. Originally, the system automatically set the SMS off for new customer records. When is this used? This is used by the EncomPos Email CRM subscription to push texts on defined events and activities. You may now set the send setting on each defined event to Email Only, Text Only, Try Text then Email or Send Both an email and text if an email is on file and a text phone # is on file. This can also be used to generate a list of customers with SMS capable phones by searching your customer rows and sorting by the new SMS capable column added to the search.

Enhancement: There is a new Worth Data RF (Radio Frequency) Handheld software available. The updated application supports full 15 line mode (from 6 line mode), color settings and activity level security. We have also added sign on security as well. Each activity provides more information and feedback to the operator.

Enhancement: Added the ability to set Return Amount Limits and Gift Card Amount Limits. When a limit is established, the system can then override the limit by setting a security permission for "Return Limit Override". See System Configuration -> Retail Environment -> Point Of Sale Options Tab -> Selling Behaviors Tab. See POS Limits at the bottom By default there is no return or gift card limit.

Fix: When paying off a trip/excursion that contained options linked to inventory (not standard options), the deposit reversal was not calculated correctly.

Fix: When Price Adjusting/Correcting an item that was already line discounted by %, the line discount was not recalculated based on the new price and % Off. The system now recalcs the discount amount. For example, a product rings for $4 and gets a 10% off discount. The discount line takes 40 cents off. Then a price adjust is made on the item to $3. The discount now gets adjusted to 30 cents off. Most stores secure price adjust so this is a rare but possible scenario. Originally you had to line void the discount and re-apply it. Arguably, why would you price adjust and discount on the same item unless the price was wrong and you did not notice until after your discount was applied. Obviously, Encompos does not recommend allowing any manual discounts as the system was designed to apply promotions, reward discounts, price levels, and special discounts automatically eliminating buddy pricing and employee cheating.

Enhancement: Added a new PO Print format for sending an order to your supplier. We now have one that includes Brand and Size. That makes 3 choices for your order PDF or print formats.

Enhancement: The Inventory Form View print out now includes Brand and Kitchen Item Status.

New: The customer search has a new criteria to list customers who are enrolled in an Accumulation Reward Program - choose the reward program in step 2 and the results will show customers who are enrolled or not enrolled in that reward program.

Enhancement: Inventory Search: When searching inventory for "In a Reward Program", the system orginally allowed for Yes or No. Now it has options to search "In a specific program", "Not In a Specific Program", "All Active Programs", "All Expired Programs" and "No".

Enhancement: When assigning a department to an inventory item, you have the option to apply default department settings. We have added the ability to apply commission settings from the department to the inventory item.

Enhancement: The EnTouch Email CRM service now supports any Email to SMS service. Originally, EncomPos only supported MessageMedia.com. EncomPos has tested with 2 additional services. They are ClickSend.com, and TextMagic.com. Feel free to choose from our 3 services or find any service that offers Email to SMS and you can specify which service you want to send Alerts and Notifications from. Click Send has the best price at less than 1 penny per text. To sign up for an account please use the follwing link. http://clicksend.com/?u=56239

Fix: When building an accumulation Reward Program and assigning a promotional barcode, there was no way to unassign a barcode requirment. Now you can right click the row and choose Clear
Promotional Barcode...

Fix: Barcode style 13 had an error when previewing the tag.

Version 6 Build 180828
Enhancement: Added a new Document Center Graphs option. You may now choose to graph # products sold by hour. This can be all inventory or limited to a master department or sub department. The master department option graphs on the master department and all of its sub department activity under one label.

Enhancement: Improved the performance on the charter and trip sales report. In addition, the report originally picked up the customer assigned to the sale, but now it reports on the customer(s) within the sale that were signed up for the charter or trip. This means from a single sale where mutliple participants were signed up and paid for, you can now see the mutiple customer names on the report for any given transaction.

Enhancement: The EnTouch Email CRM service has a new feature to delay the pace at which emails are sent. Some email providers such as Microsoft Office 365 Outlook accounts have limits on how many emails can be sent per minute. They have a 30 per minute limit. Our email program can send at a pace up to 120 per minute. In order to not have your account temporarily locked, we have added a delay in seconds option. Also note that free email accounts such as Gmail are limited to 500 emails per day. So you may need to consider a few options. You can buy into a paid gmail account or utilize our mailjet email service that has high monthly limits at an nominal add on price. Buying into Google's Gsuite email service will extend your daily limits to 2,000. Please call us if you need more info.

New: Added support for Heartland Merchant processing. Now choose from WorldPay/Mercury or Heartland.

New: Added support for 2 more EMV payment terminals, the Ingenico iPP320 and iPP350. They are both similar to the Verifone VX805. The 320 is monochrome and the 350 is color.


The existing supported payment terminals are:
Verifone VX805, Ingenico iSC250, Ingenico iSC480, ID Tech Augusta EMV Swipe, Quest Windows 10 EMV Tablet POS Station.

Enhancement: Generating a Work Order for Rental Items is now possible by right clicking a rental code on the Rental Item page or right clicking Items on the Rental Service page.

Enhancement: Added additional send email accounts. You may now set up a separate email account for the following system activities.
1) Customer related emailing such as Manual Notifications, Quotes, Work Orders, Receipts, Special Orders, Rosters, Running Tabs and Line Of Credits Statements.

2) Purchase Orders.

3) EnTouch CRM Email Service (separate subscription based tool)

4) EnCorp Package Transfers and EnCorp Sync - sharing data between stores. (separate subscription service)

This has been expanded from 2 to 4 email accounts. Originally Customer, PO and Email CRM were all shared. See Syetem Configuration -> Retail Environment -> Email Setup. Note: The system assigns the default email account to all new email accounts on the software update, so no changes are required on this update unless you want to separate out your accounts.

A new option has been added to the email setup allowing you to assign a different reply to email account from the email sender account.

Change: Renamed Day Trip / Charter section of Retail Operations to Charters / Activities.

The EnTouch Email CRM service enhanced the x Days Before Birthday event to limit the email going ou based on lifetime spent as a range. So you can send 3 different emailers, Start with a Happy Birthday $5 coupon email for customers who have spent less than $500 dollars in your store, a 2nd email can be created to send an email with a $20 birthday coupon for customers who have spent between $500 and $1000 and a better deal for customers who have spent more than $1000. This is all customizable.

Enhancement: Improved the functionality of the Trip and Charter deposit window. The system now disables percentage buttons when it does not meet the minimum deposit requirement. We have also improved adding additional deposits after the intial deposit so that it defaults to the balance due rather than the minimum deposit or total.

Enhancement: Added the ability to take deposits on Charters / Activities just like Trips and Excursions.

Enhancement: The EnTouch Email CRM service now includes a send option to attempt an SMS Text and if no phone # or No SMS Phone on file or failure to send text then email as a backup. This is in addition to the SMS Text Only, Email Only and Email and SMS Text options already in place.

Enhancement: When using our Scubaocity sync subscription service and also utilize the Email CRM service, any booked activities that you email confirmations for, will now include the scubaocity login credentials for customers being added to scubaocity for the first time. This requires adding the @SCUBAOCITY tag to the confirmation email template. Must be running Scubaocity sync version 180828 or later and EnTouch CRM version 180828 or later.

Version 6 Build 180801
Enhancement: Expanded the HTML email draft subject field length from 50 to 100. This allows for a more robust subject line.

Enhancement: When changing a customer assignment on the transaction journal or assigning a customer that was not assigned to the transaction at the Point of Sale, the system now checks to see if any items sold were serialized and assigns the updated or newly assigned customer to the serialized tracking data.

Enhancement: Added a link on the serial # listing in the Inventory Form View. The Not Sold - In Stock label is now clickable and allows you to assign the product to a transaction and mark it as sold. This is useful if the product was entered into the system as a non serialized item and later corrected. By providing this feature, you can now post assign the sale of a serial # that was sold. This link works in coordination with the transaction journal. The transaction must be highlighted in the journal and the product code must be on the ticket.

Enhancement: Added a new field "Add date" to the inventory serialized product view and associated reports. This will be assigned automatically when receiving serialized items on a purchase order and historical serial #'s can have their add date manully entered in the inventory form view serial tab.

New: A new report "Inventory Serial #'s" has been added to the Inventory reports section of the document center. This report displays unsold or all serial #'s grouped by Product Code, Department or Supplier.

Enhancement: Made improvements to the POS Activity Report - Inventory Serialized Sales.

Enhancement: Transaction Journal: When printing a Transaction Journal, the total line did not include the Account Payment and Net sales/Total receipts columns that are visible on the visual journal.

Fix: When selling an Assembly of type Linked Seller, the items contained in the assembly would sell for the assigned kit price designated in the Linked Seller tab of the inventory form view. So, if a linked seller kit contained 3 items...
1) $51.99 - Kit discount 50.00
2) $2.49 - Kit discount 2.00
3) $34.99 - Kit discount 30.00

A linked seller sells all of the individual items contained in the kit at the discounted price. If a customer was assigned to the ticket after the assembly was sold, the pricing would re-calc to see if the customer gets further discounts. If they did not, the system would assign the regular retail of the contained kit items adjusting up in this case to 51.99, 2.49 and 34.99. This was corrected to retain the kit price if the customer wasn't eligible for further discounts.

Enhancement: The EnTouch Email CRM service now includes an option to send HTML emails or SMS Text messages for cancellations of charters and trips. Right click an event on the calendar and choose send cancellation notice... Classes are coming soon. Note: This is a separate subscription. Click here to learn more about this product. This is great for daily activities like dive charters to instantly notify customers when Maritime conditions are too dangerous to keep a dive scheduled or your dive boat is non operational.

Enhancement: Purchase Orders/Inventory Order Analysis - When building a purchase order or analyzing order history/suggested order figures from inventory, the sales history box displayed a 30, 60 and 90 day history. It now includes a 180 day history plus the capability to view averages by day, week and month for 30, 60 90 and 180 days of history. Originally it always averaged for a 90 day period.

Enhancement: Purchase Orders - Added 2 new columns to the PO Items window of the sent PO's / ready to receive tab. The new columns are Invoice Qty and Off Invoice. This will allow you to assign the invoice quantity separate from the actual receive quantity. As a result, there is a new off count column displaying what is off from the invoice to what was actually received. When an invoice count is higher than the receive quantity, the system sets the reason off to Invoiced - Short or Invoiced - Not Received (only set when the system PO default off reason is not set to back ordered).

So for example, if a PO contains items with an order quantity of 10, the supplier invoice states they shipped 8, but the actual quantity received is 6, EncomPos Retail will show a total off count of -4 and an invoice off count of -2. The invoice off count is back lit in red for invoice shortages and green for over shipped but not charged scenarios. If the invoice and receive quantity are the same but the received quantity is less than the order quantity the software will assign a reason of Short if some were delivered (New status) or Not Shipped (if none were delivered).

3 New Reason off options were added.
1) Short (receive quantity less than ordered but not zero.
2) Invoiced - Short (displays when the receive qty is less than the invoice qty but some were shipped)
3) Invoiced - Not Recv'd. (displays when the invoice qty is non zero and the receive qty is zero)
4) Not Shipped (Existing status but is only displayed when the invoice quantity shows zero shipped and the receive quantity is also zero.

The image below displays some of the new dynamics that can be acheived when adjusting both invoice and receive quantities.


To assist in automating this process, there are now 3 options on the right click of the PO. The first is Process Supplier Invoice File... This will zero out all Invoice and Receive quantities and process one of several supported file formats to apply invoice quantities to the PO. When this file is processed, the receive quantity is adjusted to the invoice quantity. Additionally, some formats contain cost and updated descriptions data that can be applied to catalogs and the PO.
The 2nd and 3rd options are to Process a Store Scan Receive File or against an RF handheld scan data table (requires a worth data RF handheld for option 3). After processing the scan data, the PO will display what was ordered, invoiced, and received plus differentiate between what was invoiced and what was actually received with clear indicators to what is off as shown above.

Also included is a new report "PO Invoice Discrepancy" that is available from the completed PO tab. This report lists all items that were shorted or not shipped from the supplier and the total cost of those items. The discrepancy report can also be emailed to your supplier rep directly.

Enhancement: Purchase Orders - when applying a supplier receive file or store scan receive file against a purchase order, and the product code was scanned in multiple times with different quantities, the system now combines and sets the receive quantity to the sum of all entries in the file. Originally, the system expected each product to be in once with a total receive quantity. This is not true for processing handheld scans, as the entered receive quantity was always added to the existing count each time the RF scanned the product and found that product with a receive quantity already applied during the check in process.

Enhancement: Purchase Orders - added Min and Max reorder values to the Purchase Order Unsent Worksheet. Easily adjust a products min/max value as you are building and analyzing orders. This can be a huge time saver for stores that require constant attention to these values for optimal reorder points.

Enhancement: When applying a supplier receive file against a purchase order, if the product code in the supplier file is an alias code in EncomPos, the EncomPos Retail now matches the alias to the master product code to locate the corresponding product on the PO.

Fix: Saving PO column adjustments for width, position and visibility did not always save correctly therefore not loading the adjusted layout when viewing a PO. If columns have been addded, it is necessary to click the Reset Layout... option from the Grid Preferences pop up menu by clicking the bottom workbar icon.

Then you can re-build the terminal layout and save it. Terminal layouts will automatically load with the PO. To assign the same layout across multiple terminals, save the layout as a global layout and load it at other stations then save as its terminal layout. Global layouts do not automatically load, but can be loaded on demand.

Fix: When printing a work order, the tax displayed even if the customer was tax exempt. This only effected the print out.

Version 6 Build 180627
Enhancement: Improved load performance of the Scuba calendar. If it is not loading super fast, this update should generate a monthly calendar faster than ever. Almost instantaneous. Yes!!

Enhancement: Adding a security delete log entry when deleting brands. The entry lists the brand ID + brand name. See Security -> Delete/Modified Records.

Enhancement: Adding a security delete log entry for deleting a class. The entry lists the class # + class name + class date. See Security -> Delete/Modified Records.

Enhancement: Adding a security delete log entry for reversing a dropped customer in a class. The entry lists the customer restored and the class + class date that the customer was restored to. See Security -> Delete/Modified Records.

Enhancement: Made it easier to clear the alias codes from an inventory item by introducing a delete icon next to each of the 4 main alias codes. Originally you had to clear the field entry by pressing the delete key when focus was in one of the alias columns.

Enhancement: When deleting an instructor, the system did not validate if the instructor was assigned to future classes. Now EncomPos will warn the user and ask if they want that instructor re-assigned on future classes.

Enhancement: When re-assigning the primary instructor on a master class definition, the system now prompts if you would like to reassign all session instructors to the new primary instructor for any session that is assigned to the original primary instructor.

Enhancement: Rental Check-Ins now prompt prior to charging a late fee. The prompt message displays the late fee amount, the # days, hours or minutes late, and the late fee amount per day, hour or minute. The fee can be bypassed, thus eliminating the need to line void the late fee that was automatically added to the receipt ticket. Late fees are only calculated for rentals with the late fee option enabled.

Enhancement: The EnCorp Sync Multi-store now synchronizes the brand table across stores. Included is an option to lock local edits of the brand table so duplicate ID's are not generated for different brands. Additionally, you can now include synchronizing inventory item brand assignments as a separate sync option instead of being lumped in the descriptive sync changes. You can also disable /enable syncing Min/Max settings separate from reorder method.

Enhancement: The EnTouch Email CRM service now includes an option to send HTML receipts that include logos, graphics and the transaction purchase within the email body of the receipt. This will also eliminate the need to wait the 1-3 seconds at the Point of Sale to send live receipts as it will be off loaded to the PC running the email service. Please inquire about Entouch CRM services as we have expanded the offering to automate emailing for over 40 customizable events, activities and reminders. Click here to learn more about this product.

Enhancement: You may now view and apply MAP price from a catalog when using the supplier link on the form view of an inventory item.

Fix: The system now blocks adding Assembly items to a PO with the exception of the Fusion assembly item which is an item that fuses / sells other items automatically when scanned at the point of sale and is a "real inventory item". A Kit and Linked Seller assembly types are blocked because they are not inventory, but rather a set of contained "real" inventory items that are ordered independently.

Version 6 Build 180530
Fix: When taking a line of credit account payment and placing the transaction on hold, the recall of the transaction failed to adjust the line of credit balance on their account record upon completeing the sale/transaction.

Fix: When taking a deposit on a work order and the customer had a pop-up note/screen message reminder, the deposit was reset to zero and a new amount had to be entered.

Fix: When launching Retail Operations from the Point of Sale (pad button), the POS window would position itself on top of the Retail Operations window 30 seconds after launch and you had to click the window to bring it back to the top.

Fix: Labels and Tags. When printing from the inventory search using the Print Tags Now... option, the tag color and price positions were not set on the printed tag that is established from the document center where you can modify font type faces, font sizes, price positions and font colors.

Fix: Labels and Tags. When printing tags from the purchase order receive window, the tags did not print when set to Print Receive Quantity. It worked on Print 1 or Print Quantity On Hand.

Enhancement: You may now preview generated tags from the Print Tags Now window within the inventory search and the PO tag print.

Enhancement: You may now print tags in a purchase order from the printer icon on the toolbar. This can be done for items in the pending receive tab or the completed tab.

Enhancement: Added a feature to set font colors for price, description, sale label and the you pay label (for Promotion Specialty Tags only). This will only apply to color printers. All Roll Label printers are black and white only and this setting will only lighten the font on some models and do nothing on others.



Fix: When applying the Price Per Unit on the Special Promotion Shelf Tag (#10), the unit price was calculated against the item's retail when generating the Shelf Tag. This has been fixed to calculate the Unit Price based on the sale price shown in the bottom part of the hanging sale portion of the label.

Fix: The Specialty promotion tag's You Pay Price for items put on promotion using the volume discount option was displaying the regular retail. The label now reflects the Buy x for $ each price or the Buy x Get $ off each price rather than the base retail. All other promotion pricing methods always worked. Customers utilizing this tag must realize the You Pay price is only valid when they meet the minimum buy in. In the example below, the retail will be .60 cents if the customer only buys 1.



Enhancement: Changed the Tag price look for product prices under $1.00. The tag now displays a larger font with the ¢ symbol. See Image below for a preview of the change.


Version 6 Build 180430
Fix: When defining a promotion with items using the "Use Price Level" option, the promotion retail displayed on the item in the promotion detail list was the retail rather than the price level. This did not affect the Point of Sale promotion price as that was still correct.

New: A new option has been added to disable prompting to email receipts for walk-in customers when the print and email or email only setting is selected in the Thermal / Full Page Receipt Printer Rules setting section. See Retail Operations -> System Configuration -> Retail Environment -> Receipt Options-> General Settings Tab.


New: A new Accumulation Rewards report has been added displaying a summary of all rewards given by program for a date range. See Document Center -> Customer Reports -> Accumulation Rewards. The new option is Reward Summary Report.


Enhancement: Customer Search: Added a new search criteria to display all customers without a visit in x days. Also improved the last visit, first visit and email mod date options so you can state less than, greater than, equal to, not equal to and between dates. Originally it was only between dates.

Enhancement: PO Notes: When adding notes on a purchase order, the system did not refresh the note column to show the new note or changes until you moved off and back on the PO. Now it is instant and also includes the ability to hover over the note to see its full contents without having to double click the note to open it.

Enhancement: EncomPos Retail now auto refreshes calendars,open rosters and the retail overview across all stations when the window or page is open at other stations. So, if multiple stations have the Scuba Calendar open and a new event is added or a person reserves or signs up, the calendar auto refreshes at the other stations within a few seconds. This will help with over booking and staying current (without intervention) at stations that keep the calendar open all day. It is especially useful for customers utilizing Scubaocity for on line reservations, as the calendar will now auto refresh those changes as well. The retail overview will also auto refresh as sales are made at the POS without having to press F5 or the refresh icon to refresh manually.

Change: Beginning 4/1/2018, VISA, M/C and AMEX have all expanded the no signature requirement from transactions over $50 dollars to no longer requiring a signature for any credit card transaction for any amount. You were able to setup a maximum amount for no signature in the Merchant Epay Setup screen in Retail Operations. This only worked against a signature capture pin pad including the Ingenico iSC250 and iSC480. Now we have also added this setting to apply to printed signature slips
for the Verifone VX805 and the encrypted Augusta Swipe from Magtek. Any transaction over $999.00 will still require a signature at this time. You can set that amount to any amount under and up to $999.00 as decided by your organization. EncomPos still recommends capturing a signature for transaction exceeding $200 so that you can better fight any chargebacks that may occur.

Version 6 Build 180409
Fix: When line discounting a product by % then changing the qty of the discounted item after the line discount, the POS would not update the discounted amount to match the new quantity. For example, if you sold a product at $2.00 with a 10% line discount, the line discout will be 20¢. If you then update the qty to 2 on the discounted item, the price goes to $4.00 but the discount stayed at 20¢ instead of adjusting to 40¢. Note: Dollar ($) line discounts remain the same regardless of quantity sold.

Enhancement: Added a new quick link "Last Date" in the date picker drop down used throughout EncomPos. This will set the date or date range to the last one selected. This is useful for quickly utilizing the same date selection across multiple reports without setting the date manually in the calendar. We have also made a single date selection from the calendar section of the date picker faster by automatically selecting and closing the date picker drop down when a day is clicked in the calendar.


Version 6 Build 180403
Enhancement: Expanded the serial number size from 40 characters to 100.

Enhancement: Added a barcode to the work order print out. Located in the upper right under the work order # is the barcode. Scan it at the Point of Sale to open the work order directly.


Enhancement: Work orders. When scanning a product on the work order to find any parts or services, the system now includes searching alias codes.

Enhancement: The Security Delete/Modified Records Log now has a find toolbar button to quickly locate a deleted ID code in the list.

Enhancement: The trip diving agreement now includes an improved dive itinerary. The itinerary will not display at all if no dives are scheduled. In that case the red outlined area below will be hidden.



Enhancement: Special Orders: When finalizing a special order entry, the system displayed the Special Order details at the bottom of the both the full page and thermal receipt generated copies. We have added a subtotal and total line to this display. It originally only showed the items special ordered and their price with a tax indicator followed by a set of total lines including tax, deposit and balance.

Enhancement: Special Orders: The tax is now displayed on each item in addition to the total tax calculated in the footer of the special order on screen display within the special order wizard.

Enhancement: Special Orders: You may now select more than 1 special order item per search. The system originally would only allow one item to be added to the special order per search.

Fix: Special Orders: When building a special order and tax3 or tax4 are being used on the item ordered, the system would not add the tax to any item but the first one on the special order. This only impacted the special order deposit receipt displaying the incorrect total estimated tax. However, once picked up the special order tax was calculated correctly.

Fix: Special Orders: The minimum deposit amount is selected by default when prompting for the deposit amount. If this value was changed to any other value, the minimum deposit button did not set the deposit to a minimum value when pressed again.

New: A new reporting category has been added to the system. Under system configuration -> Drop Down Options, there is a new Sales Category builder. Build an unlimited number of levels in a hierarchical structure and tie the category to a department by selecting the category in the department form view. This will be used to report consolidated figures or to better match a Quickbooks chart of accounts layout. Once configured, a new POS Activity report is available (Sales By Category) that rolls up to the new sales category accounts. For any category created, there is an option to break down that category into sales, refunds and discounts. You can also include cost of goods sold by category, Profit Margin by category and total freight for date range.

Fix: When printing labels and tags, there are 5 save text formats. The 5 text formats are:
1) ** Save $
2) Reg. $ Save $
3) Save $
4) #% Off $
5) Reg: $
When set to #5 - Reg: $, the price was the savings not the original regular retail.

New: Added the ability to accept Tips/Gratuity on the new EMV Platform. Requires a pinpad. Enabling Gratuity will always prompt for a tip during the card acceptance process. So it's either on or off. The customer will be presented with 3 new prompts. The first is after the Sale OK for amount prompt Yes/No and asks if they want to add a tip Yes/No. Second is the tip amount and third is to reconfirm the sale total with tip. A new tip window will be available to associates so they can see tips earned from credit card transactions and cash out/pay out those tips from the cash drawer.

Version 6 Build 180312
Enhancement: Improved the EnCorp HQ Package Center. It now includes the ability to transfer accumulation reward programs and eligible items to other stores.

Enhancement: Added speed improvements to the Inventory Valuation report. Added a button to show all Valuations stored in the system. When the window loads, you can view the report by clicking any date from the list.

Fix: The Inventory Valuation report broke from the 180115 Update. The Drop Down Calendar was replaced with a newer version and would not load the report for selected dates.

Version 6 Build 180221
Enhancement: Quick Customer lookups have been improved. Instead of having to press the now removed yellow icon to load/edit a customer or double click the search row, you can now select a search row from a single click and it will load the selected customer immediately for using or editing. This eliminates entering partial customer names and pressing OK, thus adding a partially entered new customer. We have also adding a notice informing the associate when an existing customer name has been changed and gives them the opportunity to undo the changes. This can happen if they loaded a customer but meant to add a new one and did not pay attention. If you have selected an existing customer and wish to add a new one instead, you can click the erase form link or click the eraser icon to reset the form.

Fix: Renting an item for more than 35 days did not draw properly on the rental calendar and sometimes cause an error to be displayed.

New: Accumulation Rewards feature. You can now specify to reward a product coupon which ties back to the coupon generator programs. Build a coupon and tie specific products that will be eligible for the coupon to work. In the Accumulation Rewards page, you can set the reward to product coupon and select the coupon that ties the programs together. Coupons require a Receipt Printer to generate the reward. The full sheet receipt/invoice does not work at this time.

New: Two new security permission settings have been added under Loyalty Programs. The first is to secure the Product Card Programs page, and the 2nd is to secure the new Coupon Generator Programs page. See Security -> Permission Control.

Enhancement: You may now change the Accumulation Reward coupon expiration date for any customer issued a coupon from the reward program. Right click any coupon in the Retail Operations -> Loyalty Programs -> Reward Coupon Tracking list and select Change Expiration Date.

Enhancement: Added the ability to re-activate a retired associate/employee account. Click on the edit icon to open edit mode. Then click the re-activate link on the associate to un-retire. The system now records a security modified record entry for retiring and re-activating an associate. Now you can see when and who performed the retirement or activation. See Security - Delete/Modified records.

Enhancement: Added the ability to manually add a customers initial Accumulation Reward balance. Right click a customer from customer list within the Accumulation Rewards page. See Retail Operations -> Loyalty Programs -> Accumulation Rewards.

Enhancement: Added the ability to manually adjust a customers Accumulation Reward balance. Right click the customer name in the customer quick stats list. Choose from the options menu. Set the products purchased, or just set a count/qty. See Retail Operations -> Loyalty Programs -> Accumulation Rewards.

New: Two new security permission settings have been added under Accumulation Rewards. The first is to secure adding/initializing a customer start balance and the 2nd is to secure adjusting an existing balance for a customer. They are defaulted to locked out for all EncomPos user accounts.

New: Two new security permission settings have been added under Line of Credit Accounts. The first is to secure deleting a line of credit account and the 2nd is to secure Adjusting a LOC balance. They are defaulted to locked out for all EncomPos user accounts.

Enhancement: Added the Account # to the signature slip on a line of credit account charge. This system originally printed the Customer # and account holder's name. Now it includes the Line of Credit Account #.

New: Added more information to the customer credits and balances window triggered from the money icon at the Point of Sale. It now contains unpaid past and future activities for pet and. This includes activities, appointments, events, classes, trips and charters. easily see a summary of all outstanding balances for the customer. There is also a show details... link that displays all of the unpaid or balance due activities broken down by activity and date.


New: When using a point based system for an accumulation report program, you can set a default point ratio calculated from the item retail. As an override, you can also set the point value on the inventory item. This had to be set on each inventory item that required a unique point value. In order to speed up this process, you can now use the More Mass Update right click option menu from the inventory search and choose Set Point Values... In this window you can set a ratio that generates a point value or set an exact point value for multiple items in one shot. For example, to set a point value to half the retail, you can set the ratio to .5 and the system will generate a point value equal to half the retail price.

Version 6 Build 180115
Fix: When adding a group reservation to a trip or charter, the group leader was always assigned as the active customer for the receipt ticket. This would override an active transaction's customer when only a reservation was needed. The system will now only assign a customer when making a payment, deposit or cancellation with a refund.

Fix: When selling an alias with a qty multiplier for the main product code and the main product code was a fusion assembly item, the qty multiplier was ignored and it only sells 1 of the assembly item rather than the qty assigned in the alias.

Fix: Integrated EBT had issues when selecting the EBT Foodstamp or the EBT Cash sub tender button. It had to be selected twice to activate.

Fix: The POS Activity report Returns By Customer had a link to view the original receipt. The receipt view did not size correctly and cut off the right side of the receipt.

Fix: The full page receipt did not display your store logo when emailing a full page receipt and the default logo folder was not used. The default logo folder is the install directory of EncomPos Retail. This can be changed in Retail Operations -> System Configuration -> Retail Environment -> Network Locations tab. Here you can set a logo folder location. If you are a multi-station environment it is best to share a folder on the network and map the other computers to the designated folder.

Version 6 Build 180103
Enhancement: Added a new parameter to the Accumulation Rewards definition. You may now specify if a reward is given multiple times per transaction (if qualified) or limit to 1 per transaction. The default original behavior gave multiple per transaction.

Fix: The Trip roster in Retail Operations total line included base cost and total cost tallies for cancelled/dropped customers. This has now been excluded from the totals line.

Version 6 Build 171217
New: Supplier Catalogs - You may now import a list of products to discontinue from a catalog. Click Import File from the toolbar and choose the discontinue Items Option. It should be a file containing a header row and 1 column of products (either product codes/UPC/GTIN or Supplier Item #'s). Choose the column to map against and select the discontinue file option to begin discontinuing rows. This also has an option to discontinue inventory items that exist for the set of catalog items being discontinued. Additionally, you can now edit and set discontinued status manually on catalog rows and you can force the discontinued status to inventory from the Update Inventory window.

New: Added a new customer custom field. You may name the custom field and use it for anything. Max 256 characters. To name the custom field see Retail Operations -> System Configuration -> Retail Environment -> POS Customer Settings Tab -> Customer Rules Tab.

New: Added a new customer and inventory search element. 4 new operators have been added to common code and descriptive search criteria. You may now declare the operator as Containing OR, Beginning With OR, Equal to OR and ending In OR. This allows you to specify multiple criteria in one shot. For example, in a customer last name search, you can choose Equal to OR and enter Smith or Johnson. The result set will include last names equal to Smith or Johnson. This can still be accomplished by using the append to step 4 setting and search for each last name separate This will append each new match to the existing list building the "or" list in easy steps.

Fix: Associate Commission report by Profit Margin Levels. The report calculated the commission percent based on the profit margin of the item sold. When that item was manually discounted, it generated a second entry to negate the commission by the discount. The error occurred when calculating what percent to use on the discount. Since the margin was negative, it defaulted to the top commission percent. This caused some commissions to be calculated lower for the associate. The system now combines manual discounts into the items price at time of sale and then calculates the correct commission percent based on the net margin. This did not affect automated discounted items. i.e. grid discounts, promotions and price levels.

Fix: Fixed an error when printing Special Promotion Tags. Tag #10. This is the shelf tag specialty stock. When previewing the tag, there was an error when including MSRP on the tag.

Enhancement: The Customer Display now has the option to disable ads and show a full screen receipt. Additionally, there are now themes to choose from to better tailor the display to your store colors. You may also assign a large logo that displays between transactions. See Retail Operations -> System Configuration -> Retail Environment -> Point Of Sale Options Tab - > Customer Display Tab

Enhancement: Added a new inventory global option to set taxes on and off. This has been added as an easier way to globally set taxes. There still exists the ability to set taxes at the department level and having that setting carry to all inventory within that department. If you are looking to quickly set taxes on all your inventory or across multiple departments, this will be faster than the department tax distribution method.

Enhancement: Added support for In Counter Scanner/Scales. Any OPOS compliant hardware will work.

Enhancement: Added My Account # to the importable fields when using the import supplier feature to build your supplier list. See Retail Operations -> Supplier List View. Right click and choose import...

Enhancement: The POS Pad Layout has been expanded to add buttons as the software is resized horizontally. When running resolutions exceeding 1024x768, such as 1440x900 or 1920x1080 resolution, you now have extra columns of buttons that display as you resize the application. In addition, the number of direct Product Ring buttons has been expanded from 30 per page up to 80 per page. We have also made it easier to assign products by clicking an inventory lookup button to assign direct ring products rather than typing the product code. The system will also build the button description labels automatically which can then be adjusted if necessary.

Version 6 Build 171009
Enhancement: The Zip Code Report now displays % of total sales and has an option to group by customer group. There is also an advanced sort that will enable you to perform compound multi column sorting instead of sorting just by header column.

Enhancement: The inventory search contains a new criteria to display items that have No Retail Price Change by date and time. This will be useful to display products that were not affected by a catalog update.

New: Added a setting to allow the cash drawer to open on check tendered transactions. This will aid customers that have a cash drawer without slots or prefer to place the checks in the top till. See Retail Operations -> System Configuration -> Retail Environment -> Point Of Sale Options Tab - > Tendering Rules Tab.

Enhancement: Image/PLU Selling now has a back office setting to default whether to ring and close or select multiple items to ring. In addition, the image sell window can ring items from one category and remain open to select another category. See Retail Operations -> System Configuration -> Retail Environment -> Point Of Sale Options Tab - > Selling Behaviors Tab

Enhancement: Express Sellers now has a back office setting to default whether to ring and close or select multiple items to ring.


New: A new tag label size of 1.5" x .5" has been added to the system. This brings the number of product label/shelf tag sizes supported to 20.

Enhancement: The Department Sales report has new grouping options By Month and By Customer Group. You can display the report by all departments or rolled up to the master departments.

Enhancement: The total button on the Point of Sale can be assigned custom labels. They include Total (default), Pay, Finish and Tender. See System Configuration -> POS Pad Layout in Retail Operations. Click the change label link to assign the label text.

Fix: When creating a new work order, the screen displays a legend box of how to add services, parts and other inventory. If you scanned or searched regular inventory this hint box would not disappear, thus overlaying the work order screen at the top until you closed and reopened it.

Version 6 Build 170825
Enhancement: Added a group by department option on the Merchandise Sales Report.

Fix: There were circumstances where the tax was calculated correctly on the ticket, but the saved transaction's tax column was 1cent lower because it saved it without it rounding to the nearest penny thus truncating half pennies when it should have rounded up. For example, if a product sells for 29.00 and has tax set to 7.5%, the tax calculated was 2.18. The actual tax is 2.175. So the stored tax on the saved transaction was 2.17, while the system correctly collected and charged 2.18. This only affected quickbooks export data, as it would generate a file that was out of balance by 1 cent.

Change: When receiving a Purchase Order that contains special order items, the pop up reminder window now has size / attribute data. In addition, the cost column has been removed for customers who print the slip and attach it to the special order item that the customer picks up.

New: You may now place an option item on hold and a recall will reload all of the option selections. You may also set a quantity on kitchen order items and have the kitchen ticket generate multiple order items to match the quantity sold.

Enhancement: Added the ability to live search work order parts. EncomPos has also added a new Work Order Service lookup window. Select your service category or search all services and live search by description or product code.

Fix: Building recurrences on classes did not copy the session type setting to future classes. This is a setting on the session level that replaced the location field with a drop down list of pre-populated session types.

Fix: Lookup Product By Brand did not have header sorting enabled on the inventory result list. You can now sort by any column just like the other lookup windows.

Enhancement: Sorted the Work Order Service Notes alphabetically. The drop down list was displayed in entry order which offers no advantage over an alphabetical sort.

Enhancement: Added the ability to set your inventory discontinued color. Click the Grid Preferences icon in the bottom work bar of your inventory search. Choose Set Discontinued Row Color... This setting will be saved for your terminal/PC


Version 6 Build 170726
Enhancement: Special Orders: When receiving a Purchase Order that contains special order items, the pop up reminder window now contains a button to email the customer that the order is ready for pickup. The Customers -> Special Orders section of Retail Operations now has a few new print options and the ability to email your customer at any time from this page.

Enhancement: Improved the customer merge feature. You may now preview key information about each customer in the merge process. Evaluate the add date, life time spent, total visits, past and future trips and classes, LOC balances, Accumulation Reward activity, open Work Orders, Memberships, Punch Cards and if there is a credit card on file. Use this info to better determine which customer to keep. The merge now combines address, city, state, zip, email and phone information if the customer being merged into is missing any of this information and it is contained on a customer being removed.


Enhancement: On the Point of Sale main screen you have the option to change the on-screen receipt from the default "Detail View" and the new "Simple View". This is accomplished by clicking the S and D links at the bottom of the on-screen receipt. The option to default your view was not available until now. See System Configuration-> Retail Environment-> Point of Sale Options Tab -> Selling Behaviors tab. Then see the Default POS On Screen Receipt box. The default is and always was Detailed View.

Fix: The Work Order window from the Point of Sale was falling behind the Sales screen when opening an existing work order.

Enhancement: You can now scan/enter the supplier codes when building a work order in addition to product codes to find a service, product or part.

New: The Check for software updates has been automated to check every x days. The # days can be set in System Configuration -> Retail Environment -> Software Updates tab.

Change: A new icon has replaced the print payment and balance sheet on the charter and trip roster. The old icon was The new icon is . The new icon better represents the purpose of the report, which is to display a roster with payment, options, discounts and balance information.

New: A new feature is available on the charter and trip roster that provides a means to create a group from individual reservations after they are already signed up. Click the icon to link reservations into a group.

Enhancement: Improved the Monthly Sales report. Added a total sales for the year, summarizing all months together. There is also a summary and detail monthly POS Activity report. The summary is a one line per month report that includes some monthly stats that are not on the detail, while the detail breaks out sales & returns and also includes deposits, taxes and net receipt columns.

Enhancement: Improved the performance of the promotion zone and made it easier to build mix-n-match volume discounts.

Enhancement: You may now secure editing the price of a class, charter and trip. See Security -> Permission Control. Under Scuba Diving there is Class Pricing, Charter Pricing and Excursion Pricing section. Secure these elements to lock down post creation price changing. To secure editing the base price for a customer use the POS Price Adjust security option.

Enhancement: Group Drops have now been simplified on the scuba calendar. In order to drop the entire group, you must drop from the group leader. If you select any group guest, it will only allow a drop of that person within the group. You may now hold back a penalty or retain the full or partial payment from a group drop. This feature was already on the Individual drop.

New: Coupon Generator Programs. A new loyalty tool is available that allows you to generate a receipt coupon based on specific products purchased. The coupon can expire in x days, on a specific date or never. The coupon can only be used against a set of products assigned in the program as redeemable. The Point of Sale will not allow the coupon to be redemmed without a qualifying product on the ticket. See Loyalty Programs -> Coupon Generator Programs

The coupon will print below the main receipt. Sample coupons will be included in the release. Both a raw Photoshop .psd and a finalized 8 bit grayscale bitmap (BMP) file can be found in the My Imports folder of your root drive.


Enhancement: You may now activate a price symbol on your tags. This will place a $ or one of a variety of foreign currency symbols in front of your tag price. To enable this feature, see System Configuration -> Retail Environment -> Labels and Tags tab. For each listed stock, there is a drop down to show the price symbol.

Enhancement: When Editing the Express Sellers Page, the Refresh button refreshes the data and now re-sorts by Express Page then Express Sort Order. It originally just reloaded the data without resetting the sort.

Version 6 Build 170619
New: Purchase orders - Advanced Sort and Filter. You may now right click on the Purchase Orders and set an advanced sort (allowing you to sort by multiple columns simultaneously (instead of just simple column header sorts) and filter out data. For example in the historical PO's there is now a filter where you can specify to filter on supplier name to show only PO's for a particular supplier. Also the PO notes are now viewable in the historical View.


New: You may now search inventory for "On Backorder" status.

New: Product Card programs - Dive Card, Trip Card and Class Card now have a new rule that allows for cards to be deducted up to a maximum amount and any event over that amount will be charged the difference. It is named "Any Dive Credit Up To". We also now let you specify a minimum event amount so that less expensive events are not always free. It would be unfair to buy into a dive card where each dive is worth $85 dollars and they sign up for a snorkel trip that is $40 and it deducts from their card and applies that snorkel trip for free. But it's up to you how you define the rules. In the example below, any dive over $85 will be charged the difference only and any dive under $60 will not apply. Leave the minimum zero if all dives are included. If a dive is $90 dollars (night dive) they will be charged $5.00 and a deduction will be made to the electronic punch card.

Fix: The POS receipt emailer did not pick up the security setting for TLS/StartTLS. This would cause emails to fail when the TLS setting was required by your email provider / ISP.

New: There are two new default settings for the scuba manifest. First, you can now default the manifest to open in detailed or simple view. The application opened the manifest in detail and you would have to switch to the simple view. Second, the manifest opened to showing all customers and you would have to check the hide non-checked in customers box to change the roster view. You may now set a default for both settings. See Retail Operations -> System Configuration -> Industry Settings -> Manifest settings box. These settings can still be changed while viewing the manifest.


Version 6 Build 170608
New: If you are running multiple POS Stations, but share a single cash drawer or want to start and close a single shift each day, you had to previoulsy assign the same terminal # to each of those stations. This could be conflicting if you have different hardware configurations and different startup screens and selling modes at those stations. To improve this, there is now a setting in Retail Operations -> System Configuration -> EncomPos Terminals called "Ring As" that lets you assign a terminal to ring all sales plus start and end all shifts as another terminal. For example, if you had Terminal 1 and Terminal 2 set up as POS stations you could set terminal 2 to Ring As terminal 1. This will combine the stations into a single shift for tracking purposes, but maintain each of their individual hardware settings and remove the need to start and closeout mulitple shifts.


Enhancement: You may now search for customer signups from the 7 day and 3 day calendar view instead of having to toggle to the monthly view for searching.

Enhancement: The work order email had preset subject and body text. You can now specify a dynamic subject and dynamic body content. See Retail Operations -> System Configuration -> Retail Environment -> POS Customer Settings then click the customer orders tab and fill out the new information. Note: to automate work order emails as well as 35 other built in email tasks with full HTML support, we recommend utilizing our new EnTouch CRM Automation email system. It is a separate subscription charge. To see how it can help automate your business, take a look at our site page for more information on this feature.

Version 6 Build 170601
Fix: When ordering or printing tags/labels and the print/order quantity was set to "on hand" instead of "order 1" or "order last received count", the system would still order one tag/label for zero on hand inventory. The system now ignores items with a QOH of zero. To order a tag for 0 on hand items, choose order 1 tag. If you need more than 1 tag/label, change the tag qty in the order window or print the tag multiple times from the print tag now window.

Fix: If your system setting for Inventory Valuation and Selling is set to FIFO (First In, First
Out), there was a problem when calculating the On hand for the sold FIFO point. It sometimes calculated a zero on hand when it should have been higher. This caused the inventory valuation to shrink beyond expected values.

Fix: If you are logged into the Point of Sale, then use the Retail Ops button to launch the back office application, the permission settings are loaded for the back office user thus overriding the POS user's credentials. This would cause security stamps and rights to be assigned to the back office user. This was only an issue if the 2 user accounts for both sides of the system were different. Also, if the terminal setting for selling mode is set to shared terminal instead of dedicated cashier, the system would correct the permissions when a new cashier sign in

occurs, but the back office users credentials would be set to the POS associate permissions. To correct this, the system now dynamically loads security based on which part of the application has focus.

New: Generate a Google Calendar Import File... Customers not utilizing the Scubaocity sync for on line reservations, have the ability to generate a Google calendar import file from the charters, trips, and classes section of Retail Operations. Right click on any of the back office active lists and choose Generate Google Calendar Import File.. Choose which events/activities to export and the system will prompt for a file name. Once saved, go to your Google Calendar from a PC. (Google does not allow importing calendar elements on a tablet or phone) In the top right click settings (gear icon). Open the Calendars tab (link). Click import calendar (between the "My Calendars" and "Other Calendars" sections.) Click choose file and select the generated file for import. Click import. The google calendar is a view only calendar. Customers cannot sign up from a google calendar. Search google for how to add a google calendar to your website.

Version 6 Build 170518
Enhancement: When applying a discount % to rows in a PO, the system now provides an option to apply the discount to all rows or selected rows.

Enhancement: The EnCorp Sync software now updates stores that participate in receiving Inventory Changes with merged product codes. This will merge the same products in all other stores and add entries in the deleted modified records with the user name EnCorp Sync for clarity.

Enhancement: The labels & Tags section of the document center now supports multiple barcode sizes and allows adjustments to the margin and spacing of a tag. click the ... button to tweak your labels settings if your printer is not feeding the paper as expected or your barcode is not reading with your scanner. To reset to default settings click the blue reset icon next to the labels of each section.


Fix: Avery medium sheet label tags (style 5195, 8195) encompos style #13 had an alignment issue in the tag settings. The tag column gap was incorrectly set to1/4" when it should have been .3 inches.

Change: Purchase Order worksheets/review sheets, supplier order printouts and historical PO reports now displays an indicator for the order qty as each or case for clarification. The Send sheeets (what gets emailed or faxed to the supplier) also contain the case qty next to the case indicator text.

Enhancement: The inventory search export feature now has the case price field as an exportable column.

Change: When editing an inventory assembly item (specifically the Kit assembly type), the included item(s) cost was displaying as each cost. We have converted that cost figure to represent the part qty cost. If the cost was $10 and the part quantity was .5 then the calculated and displayed part cost will be $5 instead of 10. Likewise, if the part quantity is 2 the part cost will be $20. This is only used to evaluate the kits selling retail and to better assess a base cost for the kit.

More POS Direct Ring Buttons: Expanded the number of Direct Rings from 30 total to 30 per page. With 4 pages max, that now brings the maximum number of direct ring assignments to 120.

Fix: On Work Orders there is an under warranty checkbox. When that is checked, the work order zeros out the retail price for the part. However, when that work order was picked up, the cost used in the transactionn was the inventory cost and did not zero out the cost when under warranty. This change eliminates negative profit margin scenarios in your sales report.

New: Added the ability to merge product codes. Right click on the selected rows from your inventory search and choose Merge Products... A window will open requesting the user to select the product to merge all other chosen products into. This will update all historical Transactions, Price Movement Records, Purchase Orders, Accumulation Rewards Program Eligible Products, PLU Codes, Promotions, Layaways and Serialized Item Tracking will be updated with the retained product code. There is an option to merge current QOH counts as well. Use discretion when using this feature.

Enhancement: When changing a product code on an inventory item, the system now places the old code in one of the available alias fields for reference and to allow previously barcoded products that may exist on your store shelves to be sold without re ordering a barcode tag. In addition, the security Deleted/Modified records page now records all product code changes for reference.

Enhancement: The EnCorp Sync software now applies product code changes to stores participating in the sharing of inventory items across the chain or franchise.

New: The inventory adjustment reports have 3 new summary variants to view. You may now summarize by Movement Reason, Department or Supplier. All other reports were detail views grouped by product.

Fix: The Captain Schedule report was grouped by captain name, but had no additional sort within the captain group. It now sorts by depart date then by depart time.

Change: The work order wizard has been retired. If you have the WO Wizard button on your POS Pad it will now launch the new Work Order Module.

New: When renaming a customer, the system now logs the name change in the Security Deleted/Modified Records. It displays the original name and the new name as well as the date and user id who made the change.

New: Added a check box in System Configuration -> Retail Environment -> Receipt Options Tab -> Thermal Roll Receipt Printer Tab -> Print Start Shift Drawer Slip is now an option to disable.

Fix: The new work order module had a bug when editing a brand new unsaved Work Order. If you enable (check on) the under warranty checkbox for a part, the system zeroes out the retail. If you made a mistake and unchecked the under warranty box, the price would not reset. You would have to manually set the retail again by applying the displayed base retail price. This is now working properly. There were also circumstances where the PO # was skipping sequential numbers (ie.e going from PO 3 to PO 5) when saving a new PO. This has been fixed so there are no confusing gaps in the numbering system.

New: Added the ability to sort the manifest by entry order or name. Originally the sort was only by name.

Behavior Change: When creating a group reservation for a Charter/Day Trip and the guests are auto assigned, the system no longer generates a new customer record until they have been swapped with a new or existing customer. This eliminates having customers with unassigned names continually being added and creating a mess of names to merge and delete. This is especially useful when stores rarely or never assign a "real" customer to the guest reservation.

Enhancement: When editing event option pricing from the drop down lists section of Retail Operations, the software now provides an option to update the option price on all previously scheduled future events.


Version 6 Build 170331
Fix: When printing tags from the print tags now inventory search window, the start tag setting was not starting the tag in the selected position.

New: Added the ability to name your phone # fields on your customer entry screens. See System Configuration -> Retail Environment -> POS Customer Settings Tab -> Customer Phone Label Names section.

Change: Class session now have a session type drop down where you can pre-define the type of session. Some examples would be Classroom, Pool Session and Certification Dive. This replaces the free form class location field. In addition, the session description has been expanded from 30 characters to 500.

Fix: When placing a transaction on hold that contained rentals, the rental tracking data was lost when recalled. The rentals were still sold and the money collected correctly, but the rental calendar still showed those rentals as available.

New: Two new rental valuation reports have been added to the rental valuation report section. You can now run a summary report grouped by Rental Type or a detailed rental valuation grouped by Rental Type. Rental valuations now exclude retired rental items.

New: A new inventory type has been added to the system. It is named Option Item and works similar to class, charter and trips event options. You can define any number of option categories and within each category define any number of options. These options can adjust the price up or down or just mark an option at no price. It is most similar to an assembly but the options do not have to be inventory items themselves. It is commonly used for Food prep, where an egg sandwich may be the inventory item, but the options may be Bread Type (White, Wheat, Roll), Egg Style (Scrambled, Sunnyside), Cheese (American, Cheddar, Swiss) etc. This new inventory option coincides with the new kitchen printer feature. You can specify that an inventory item prints to the kitchen/secondary printer. If the Egg Sandwich inventory item has the kitchen printer option enabled, it sends an extra printout (the order) to a secondary printer typcially located in the prep area and generates an order # on both the customers receipt and the kitchen order printout. See the receipt and order below...

Separate kitchen order slip:

Fix: When purchasing a gift card that was placed on a running tab, the system would not register the gift card when the tab was paid off. FYI. Anyone who does purchase a gift card and uses the running tab will not see the gift card activated until the tab is paid off. This eliminates the potential for using the gift card while the status of the sale is in limbo. There exists the potential that the gift card is voided before paying off the tab and EncomPos cannot allow its use without certainty it is being purchased in the end. Note: it is not recommended to purchase a gift card while running a tab for a customer. It is better to establish a line of credit that must be paid off in the future.

Fix: When using the customer search in Retail Operations and searching by Street Address, the system generated a SQL error and loaded all customer records.

Change: Changed discontinued items background color from dark gray to red on the inventory search. It also shows the discontinued color when the grid is set to gray over white instead of just white.

Version 6 Build 170216
Enhancement: When using the calendar to create trips and charters, the depart date now defaults to the calendar date selected rather than to the current date. The trip end date will default to 7 days after the depart date by default.

Enhancement: The Customer Merge feature has been enhanced providing additional details as to what each customer has attached to their account. Some of the new information includes showing past and future class counts, past and future trips and charters, line of credit balances, product card program details and remaining counts, accumulation reward programs that are active, customer add date, open work orders indicator and membership details. In addition, Product Card programs, including air fill cards, nitrox cards and trip cards are now merged if they have a card on both accounts.

New: A new report was added to display summarized purchases by select departments for students who have taken a class or swim lesson. The results are based on a selection of x days after the class was taken. for example you may want to see all Gear department purchases within 60 days of taking an open water class. The new report is named Purchases After Class and is found within the Scuba/Swim Reports section of the Document Center.

New: There are now 5 additional department ring buttons available to assign to the pos pad. That brings the total to 10. To assign a button to a specific department ring, first go to System Configuration -> Retail Environment -> Point of Sale Options Tab -> Selling Behaviors tab and fill out the department ring list with a dept # and a short dept name on the two available rows for the button description. Then go to System Configuration -> Pos Pad Layout and drag the My Dept buttons onto the desired page and position of the Pad.

Version 6 Build 170130
New: There is a new report in the customer line of credit accounts to generate a balance report as of a date in time. See Retail Operations -> Customers -> Line of Credit Accounts, click the print icon to see a drop down list of reports. Within that list choose Balance Report As of date... - a calendar windows opens to select the date and view the report. It lists all accounts that were in the system as of the date selected and their individual balances plus a total store balance in the footer.

Enhancement: EncomPos Retail now blocks attempting to delete a trip, day-trip/charter or class when customers are already signed up in the roster. In order to remove an event you must first cancel/drop all customers first.

Enhancement: When receiving a PO with serialized items, the system now checks for duplicates in the current entry list as well as against existing inventory. It also allows you to assign some serial #'s and assign a temporary # (TBA#) for items that you do not yet know the serial # for. Originally, you had to enter all serial #'s or skip the entire entry process until later.

Enhancement: Regardless of the valuation method you have set for your store (Simple (Last Cost/Average Cost), FIFO or LIFO the weighted average cost is always being calculated and displayed on the inventory search and form edit. Hover over the cost gauge icon to view the current average cost or click it to view the average cost history list. Average Cost has been added as a column to the inventory search screen also. When your valuation method is set to simple, items from inventory are sold and valuated at last/current or average inventory cost (depending on which is selected) . Even if you are set to average cost, the PO Cost is always Last/Current Cost.

Enhancement: Membership sign ups now print the expiration date and the customer name who was assigned the membership. You may sell memberships to multiple family members or friends in a single ticket. Each time you sell a mebership code, the system will ask fro the customer that will be attached to the membership.

Fix: When selling a membership renewal (already had a previous enrollment in the same membership program, the membership expiration was not being updated for the repeat customer causing potential membership exclusive discounts and benefits from being allowed.

Version 6 Build 170117
Enhancement: You can now delete multiple customers from Retail Operations -> Customer Search screen. Right click the selected rows and choose Delete Customer(s).

New: You can now restore deleted customers from Retail Operations -> Security -> Delete / Modified Records. This will only be valid for customers deleted after the 170117 update.

Enhancement: You can now export the report "Show customers who purchased product" from the Inventory search screen. Once you have highlighted product(s), press F2 to view the report or right click, choose Reports -> and select the "Show customers who purchased product" report. Once shown on the screen, you can press the export toolbar button at the top to generate an export file.

New: When using a thermal receipt printer, there is a new option to include brand as a separate line item on the receipt. See Retail Operations -> System Configuration -> Retail Environment -> Receipt Options tab -> Thermal Roll Receipt Paper Tab -> Show Brand When Available check box option. This adds an extra line on the receipt. When changing receipt settings you must exit the software completely for changes to take effect.

Version 6 Build 161231
Enhancement: You can now change the split commission associates from within the transaction journal. There is now a button to the far right of the journal view. Click the button to view your current commission assignment. From within the new window, click Change Commissions... to modify.

Enhancement: You can now change the associate assigned to a transaction from the Transaction Journal. Click the associate link to open a list of active associates to reassign. The action is recorded in the Security - Delete/Modified Records Log. This is useful if the wrong associate was assigned to commission earned transactions or to simply correct a transaction to reflect an accurate sales report by associate.

Enhancement: Product Card Programs: Event Cards including Dive Cards, Class/Swim Cards and Trip Cards now have 2 new rules defining when to apply a free event to a purchased card. In addition to event under $, we now have event equal to $ and event over $.

Enhancement: Product Card Programs: When selling a product Card (i.e. Air card, Nitrox card or Dive card) the system now allows for setting a quantity of cards purchased on a single line. So you may now sell 2 air fill cards for 10 fills in one scan with a quantity set to two. The result will now register 20 free air fills for the purchase. This eliminates having to sell individual cards mulitple times.

Upgrade: Express Sellers originally sorted automatically by description and always filled out 20 items per page before allowing a new page. Now the system lets you assign the sort and page # for items in the express seller window. To configure the page and sort see Retail Operations -> Inventory - Express Sellers.

Enhancement: When a physical inventory is needed but you don't have our fancy Handheld for performing a fast and accurate inventory, we have added some nice new features to help customers using the physical inventory worksheets. 1) There is a new option to start a new physcial inventory by right clicking the inventory search screen and choosing More Mass Updates... Set Physical Inventory Status. The window has 3 choices. 1) Start a New Physical Inventory which resets the counted flag, inventory date and inventory time for all inventory not set to Service, Assembly, Fixed Tax, Pure Rental, MFG Sell Thru, Variety Pack, Flow Thru and work order service items.Once reset, when you adjust the QOH for items and choose the reason as Physcial Inventory Adjustment, the system will mark the items as counted with a date and time. You can use the search option "Physical Inv. Status" to view the items that were counted or not counted to manage what needs to be completed more easily. For items that did not have an adjustment you can use options 2) Set Counted or if you made a mistake, you can choose option 3) Set as Not Counted to reset an items status.

New: Memberships now have the ability to block automatic customer group discounts when a customer has a membership that is expired and the membership is set to Prevent Member Discounts.

New: If you are subscribed to the scubaocity web based calendar and use the EncomPos Scubaocity Sync Application for Charters and Trips, there is a new checkbox option to prevent the event from syncing to scubaocity if you do not want to see the event in the on line calendar.

New: Added the ability to print your store receipt footer on the Credit Card slip for customers on the EMV Chip integrated platform. This is important for stating store conditions and expectations further protecting charge back scenarios.

Fix: Classes placed on a running tab then paid off did not update the On Tab Status in the roster. This is only a visual error and had no impact on reports and sales data.

New: The customer profile has a new pet profile tab for the pet industry. Store pet information for your customers. This will be used for multiple purposes including targeted emailing by pet type and pet breed through our new Entouch email automation service, build staff knowledge regarding a customers pets and for scheduling the new grooming and services scheduling calendar being introduced January 2017. Two new drop down list tables have been added for Pet Types and Pet Breeds. They are pre-populated with nearly 800 pet breeds.

Update: Added the % of total sales to the associate sales total report when run for all associates across a date range.

New: Added Store Use Notes to the back office quantity on hand adjustment when the adjustment type is for store use. The notes were already available at the POS store use window. Now the Store Use report has a double click option on the notes field to modify existing store use reasons. We have also introduced two new store use reports grouped by Store Use reason and Department.

New: Any integrated scale can now display a continuous live weight on the POS screen and the customer facing display. To enable the new scale feature from the splash screen menu select terminal setup and activate the live scale service option. In addition, a new tare weight table has been added for quick taring of the scale (see Drop down lists to add custom tare weights) and the ability to enter tare weights manually from the point of sale.

Version 6 Build 161012
Fix: When using the Inventory form edit supplier link and pulling in cost or retail changes from the catalog, the application did not insert a tracking record for the change. The cost and retail did update correctly otherwise.

New: Classes, Trips and Charters now have the option to pay commissions. If you are paying comissions based on product %, put the correct commission % on each class and trip you want to pay commissions on. If you are paying commissions based on employee rate or commission levels, you need to put a value greater than 0 in the commisssion field for each class and trip you want to pay commissions on. Commission values are also included in the build recurrence feature.

Version 6 Build 161003
Enhancement: The SCUBA Calendar now has three display views to choose from. Event name + Current Count/Max, Event Name + Openings/Remaining, or Event Name + Time of Event. Click the Gear Icon in the calendar toolbar to adjust your view. Note the view is now saved so your calendar will open to the saved view.


Version 6 Build 160924
Improvement: The Quick Customer Lookup now has default search settings. You may now default the search to all personal and business accounts at once or just personal accounts or business accounts. The default remains personal, but may be changed in Retail Operations ->System Configuration -> Retail Environment -> POS Customer Settings Tab.

New: The Quickbooks export has a new chart of account option for adjusting inventory values when a manual adjustment is made. You have the option to send adjusted inventory values to quickbooks as an expense (typically designated as "Inventory Adjustments") or to the the cost of goods sold. Both methods are valid options used for accounting, so refer to your accountant / book keeper for the preferred method for your business.

New: Added the 2nd mate, 3rd mate, leader and depart time to the simple manifest view from the roster screen.

Fix: When recurring classes from the calendar where more than one event was on a day, the recurrence occured for the first listed event on that day, not the right clicked event.

Fix: When using a thermal receipt printer, we added support for the new generation Epson receipt printers. The new driver requires formatting for left alignment. This formatting caused an error in legacy printers (Epson TM-t88II) where the text "lA" would be in front of detail lines. This must be issued on the new printers to support left alignment. The old printers did not require a code for printing left alignment (as it was the default assumed format) To remove the lA characters, click terminal setup from the master menu and choose version 0 (Epson driver 2.5 or under) from the drop down of your POS Lane Printer setup. Version 1 is for most printers (Espon driver version 2.67 Tm-t88III-IV), Star TSP100, 143U, NCR printers, IBM printers, and most TPG receipt printers) and version 2 is for printers on the latest Epson OPOS driver (2.70 or later (TMt88V or later). Other models (Citizen, Axiohm and chinese branded receipt printers) will have to be tested in order to determine the driver compatibility.

Fix: The new receipt printer output deployed in June had an issue printing the product code and qty @ price line when there was a sale or discount line involved in the transaction for that item. The printout would duplicate the savings line rather than print the product code line. If your printer output looks like this:


then you need this update. The corrected output should look like this:

Enhancement: Added the ability to sell a linked seller assembly (package) within a work order. This can be used to add a complete set of services and parts in an instant.

Version 6 Build 160829
New: Completed full support the for Ingenico iSC480 Signature Payment Terminal with EMV Chip, Tap to Pay, Apple Pay and traditional entry methods now supported. Requires a Mercury/Vantiv or Sterling EMV platform account supporting E2E (P2PE) End to End encryption and Tokenization (safe storage of card holder data for recurring or card on file charging) Tokenization is only available through Vantiv.

Enhanced: The Retail Operations Customer Line of Credit Accounts view has been redesigned with a more modern resizable data area and a completely rebuilt statement creator with new templates, color options, custom logo and dynamic content.

New: When utilizing integrated merchant services, the merchant activity window in Retail Operations has 3 new columns. The first is a show slip icon that opens a window displaying the EMV platform slip generated by the processor. This is mandatory to store on file and can be re-printed if requested by a customer. The second column displays the entry method for an EMV transaction. Swipe, Contactless and chip. The third column displays the Card Verification Method (CVM) used at the Pinpad. The values can be Sign, Pin Verified or None.

New: Tag style 14 (MED/SM WHITE ROLL 2.25" X 1" SHELF TAG / LABEL) now has a 3rd style to choose from for printing.

Improvement: The deposit/payment touch window on the excursion roster and charter roster is more sensitive to touch input.

New: Trips (excursions) and Charters (day trips) have a new "drop" choice. When clicking drop, you have the original drop which refunds any payments in full and removes the customer from the calendar roster and a new cancel option that allows the store to keep a penalty / fee (or not) and retain the customer on the roster with a cancelled status. Retaining the customer on the roster when a fee has been paid for cancellation incorporates the fee in the charter or trip fund total.


New: Accumulation rewards may now be set to block accumulations for manual discounts and price adjusts down. See Accumulation Reward Programs -> Count Manual discounts checkbox to the right in the program view.

New: Completed full support the for Ingenico iSC250 Signature Payment Terminal with EMV Chip, Tap to Pay and traditional entry methods now supported. Requires a Mercury/Vantiv EMV platform account supporting E2E (P2PE) End to End encryption and Tokenization (safe storage of card holder data for recurring or card on file charging)

New: Store Use now has an option to set notes/reasons for the store use. To activate requesting store Use Notes, see Retail Operations -> System Configuration -> Retail Environment -> Point of Sale Options Tab -> Store Use Tab - Require Store Use Notes checkbox. The system also has a new drop down list to create a default set of reasons that can be quickly selected when scanning store use items at the POS. In addition, you have the option to add a note on the fly.

New: Added a new membership feature optionally allowing a customer group to automatically be assigned after purchasing a membership. This is important if a membership provides automatic discounting as one of the benefits. This removes the necessity to assign the customer group manually. See retail Operations -> Customers -> Customer Memberships. Select a membership row and scroll right for the new option.

New: Added new roll receipt options. If you use a dedicated receipt printer (40-44 column not the full sheet) you will see new paper saver options.


New: Added a custom receipt emailer subject line. Now you can customize the subject line text as well as the body. See Retail Operations -> System Configuration -> Retail Environment -> Receipt Options Tab -> Receipt Email Subject. You can add some dynamic text options as well. Customer name, date, transaction # and store name.


Version 6 Build 160712
New: A new security permission has been added for start shift. If you wish to secure or block any associate from starting a new shift see Security -> Permission Control -> Start Shift in the Point of Sale window to engage your security requirement.

Fix: A running tab that contained charters would not mark the roster as paid from the on tab status after paying off the running tab. This was only a visual issue.

Version 6 Build 160629
New: A new product sales report option with 10 accompanying report variations has been added. There is now a Specific Terminal(s) option where you can select one or more terminals to run against. Within this report option you have summary and detail followed by no grouping or group by department, Supplier, Terminal, Associate or Brand.

New: The system now allows customer records to be set inactive for those that you want to keep a history but do not want service reminders and email automation to be generated or sent any longer. See Retail Operations - Customer Form View and check the Inactive box at the bottom of the screen.

To search for inactive customers there is now a new search criteria to view Active or Inactive Customers.

New: Added a Reward Coupon Tracking page. This ties to the Accumulation Rewards Program where the Reward is $ Value Coupon. The original coupon was generic for any customer, non expiring and not tracked. The new coupon ties exclusively to the customer rewarded. It also allows for an expiration x days after issuance. See Loyalty Programs -> Reward Coupon Tracking. Make sure you fill out the expires n days in the Accumulation Reward Program setup.

Fix: The customer display did not show Tax 2 information on the receipt view when running the larger resolution (1024x768) display mode.

New: Added a check box on the report criteria to view the cost, non-deposit retail and profit margin for each transaction listed. This checkbox is secured so it must be enabled in Security -> Permissions - Document Center - Transaction Journal - View Cost / Profit Indicator Option.

Version 6 Build 160427
New: Added the ability to customize the four preset restocking fee percentages. See System Configuration -> Retail Environment -> Point of Sale Options Tab -> Selling Behaviors Tab -> Restocking Fee Percentages.

Version 6 Build 160408
Improved: The VX805 pinpad EMV Merchant processing window includes some improvements to the instructions on how to process manual card entry or cancel the card tender and return to the payment selection screen.

Improved: The POS screen pad layout now sets the direct product ring text on the fly when editing. Previously, you had to toggle to a new page and back to see the refreshed text labels on the buttons.

Fix: The full sheet receipt/invoice did not include price adjustments down as manual discounts. It is now included.

New Report: Department Analytics has been added allowing for comparison of department sales and profits for month to month, quarter to quarter and year to year.

New: The Inventory Search screen now has the option to search on specific assembly types. Choose inventory type from step 1 and then select -- Any Assembly, Kit Assembly, Linked Seller Assembly or Fusion Item. The search results grid now has an assembly type column defaulted to the far right. Feel feel to move and save the inventory layout.

New: Courses now have a default options selection button. These options are available to inherit on any new class where the parent course contains preset options. This speeds up class creation when recurrences arent't viable.

Improved: When selling a kit assembly with group options, the assembly selection window can now search through all tabs when scanning kit products. There is also a clearer indicator for chosen group items. In addition, group codes now have a drop down list edit window (See System Configuration -> Drop Down Lists-> Assembly Groups) to tie a descriptive group name to the 2 character code. The new group name appears on each tab selection page making it easy for the associate to determine what type of items they are looking at without memorizing codes or deciphering your 2 digit choice.

Update: Permission / Security entry. The Security Permission Name: "Tax Override" has been renamed "Tax Override / Exempt". The entry now secures both the tax override button at the Point Of Sale pad and the tax exempt check box on all customer profile / quick edit windows.

Improved: Terminal grid layouts are now saved in the encompos database rather than a computers windows registry. To transistion to this option, you must re-design and save your default terminal layout again. Sorry for the inconvienence.
Did you Know Tip:
Set you column order (by sliding the column header left or right (applies to inventory search, customer search, worksheets, PO's , department list view and supplier list view), set the column width by dragging the edge of a column header to stretch or shrink) and hide columns in your layout by right clicking and choosing hide column or choosing the grid preferences icon in the bottom workbar. Then save the layout for that terminal/PC or save as a global layout that can be loaded at any computer.

New: When creating an inventory item where the Prompt for Price option is enabled or the item type is set to Mfg Sell through, the system now allows for dynamic cost formulas to be applied to the transaction item cost making margins accurate. Three formulas exist:
1) Set the cost down by a margin percent.
2) Set the cost down by a dollar amount.
3) Set the cost equal to the retail assigned at time of sale.
Note: Making the cost equal to the retail is useful for shipping charges that are being passed on to a customer based on cost.
See the inventory form edit, new icon next to cost (Cost Formulas).

Fix: When selling an item that was on sale or had a member group discount there could arise an issue calculating the proper discount after setting the quantity more than 2 times. The net sale are still correct but the discounts could become overstated causing the gross sales to be adjusted to make up for the bad discount.

New: The customer search results has a new column named Customer. This field is a combination of First Name + Last Name or Business Name depending on the account type. This makes sorting and viewing your full customer list easier.

New: The quick customer lookup, customer profile, and customer form view now have an SMS/Text Message checkbox allowing you to set whether phone # 1 accepts text messages. This will be used within the EnTouch CRM Email Automation service to send out texts as well as Emails. The service will be available in limited capacity starting in April 2016.

New: Split Commission View. When viewing the transaction journal, the associate column is clickable to show which associates were selected for split commissions. If an associate was not selected during the sale, it will display that no commissions apply to the current transaction. This is relevant only when you choose the split commission option in system configuration -> Retail Environment -> Back Office Settings -> Employee/Associate tab.

New: Associate Commission Report now has two new options. 1) Group By Customer, displaying each associate with commissions by customer. 2) Group By Department, displaying each associate with commissions by department.

New: Permission / security entry. The system now contains an option to block access to back dating the Retail Overview / Leader Board page. See Security -> Permission Control - Back Date Leader Board in the Retail operations security section.

Enhancement: When editing a supplier name while the inventory search was open, the supplier name did not auto refresh until the search was closed then reopened. It now updates immediately. The inventory form edit will auto refresh if the current item is set to the same supplier edited.

New: Associate Sale Report now has two new options. 1) Group By Customer, displaying each associate with sales By customer. 2) Group By Department, displaying each associate with sales By Department.


New Report: The Associate Sales report for the 'All Associates' option now has a new view: Transaction Totals View. This report is a summary of transaction master records by associate with their product count, transaction (customer) count, sub total, tax and total for a given date range. The existing view was renamed 'Detail Summary View' and provides statistics summarized from the transaction detail (items) level including discounts, averages, net sales and profits margins.

Version 6 Build 160126
Fix: The full page receipt / invoice now hides line voids. They appeared as a strikethrough grayed out font with a zero price. It still displays line voids on the POS screen.

Fix: The full page receipt / invoice did not display size and attribute.

New: Line Void Rentals - You may now line void rentals when there is more than one rental on the ticket.

New: Rentals - 1) Rentals now support the grid discounts. A new cost to store column has been added to the rental timeframe setup (Rental Type Builder). The cost to store will be used to calculate a real margin and allow for grid discounts to use the cost and cost +.

New: Customer Search Quick Report - Purchase Summary by Year / Month is now an option when right clicking a customer in the search results window.

New: When creating a new customer, the system now has an option to enforce the custom group assignment before saving. See System Configuration --> Retail Environment --> POS Customer Settings Tab --> Customer Rules Tab --> Enforce Customer Group Assignment for New Customers checkbox.

New: Purchasing Summary Report now has two new options. 1) A super summary by supplier showing the total received qty, received cost and retail value for a date range. 2) A super summary by supplier grouped by department showing the total received qty, received cost and retail value for a date range.

New: A new set of thermal receipt printer settings have been added to System Configuration --> Retail Environment --> Receipt Options Tab--> Thermal Roll Receipt Printer Tab. The first new option will allow you to specify if event options print under each class or trip/charter sold. 3 choices are available 1) print all options 2) print paid options only 3) Do not print options at all. In addition, you may now check on/off whether to print all class and swim session dates, times and instructor(s) on the receipt.

New: The two symbols on a purchase order for minimum order not met and free shipping point now display the amounts in the tooltip text. (When hovering over the symbols).

New: The rental calendar is now undockable from the Point of Sale window. To dock and undock click the dock or undock icon at the top of the rental calendar. To set how the windows opens each time see System Configuration --> Retail Environment --> Point of Sale Options Tab --> Rentals Tab.

Fix: When editing customer data from the customer search grid, the Email field was not editable.

New: A new Point of Sale on screen receipt view has been added. Choose from the Detail View (current) and the new Simple View. Toggle between the two views by clicking the Hyperlink "S" and "D" in the receipt footer.

Version 6 Build 160107
New: The option to email a manifest now includes a drop down list of boat personnel to select the email. You may also enter any email manually in the field.

New: Added the ability to print a color price box on all label types.

New: Added the Drivers License field to the quick customer lookup.

Fix: When copying then pasting customers from within the scuba calendar between a class and a trip/charter the system could not identify the source event and failed to copy or copied the incorrect customer. If copying and pasting from a class to a class or from a trip to a trip there were no issues. In addition, copying
an individual from a group to another trip or charter would force the entire group to copy. This has been fixed so that individuals within a group can be copied or moved without issue.

Fix: Placing a sale on hold with serial item numbers attached would lose the serial number when recalled therefore not updating the serial number as sold.

Fix: The full page closeout slip generated at the POS was blank. Only the receipt printer version worked.

Version 6 Build 151231
New: A new option to auto download and install EncomPos Retail software updates has been added to the system settings. By default the auto update is off. There is the option to check for updates in the tree menu of Retail Operations. In addition, a newsletter will be sent to all customers with a link to future gold updates. To enable the system to check for updates automatically navigate to System Configuration --> Retail Environment --> Network Locations tab --> Auto Check for Updates after 30 Minutes Idle checkbox option.

New: When tendering a check, the check # will now print on the receipt when the system is set to prompt for check no. To enable the prompt for check number, see System Configuration --> Retail Environment --> Point of Sale Options tab--> Tendering Rules tab --> Request Check Number prompt.

New: A new feature was added to the POS that allows for a transaction to be sold under one name but point a Line of Credit Account Charges to someone else. A new POS Pad button named Bill To is available to drag onto your layout. See System Configuration --> POS Pad Layout

Fix: When using the rental calendar, an visual bug arose after selecting rentals items then choosing to reserve another item. In that instance the screen refresh did not display the selected rentals visually. The rentals are not lost, but the display needed to be closed or you could have moved off then on the rental category. It is now fixed.

New: When generating a suggested purchase order, you may now specify select departments to order against rather than a full supplier order. This makes it easier than gnerating a full order then sorting by department and deleting all other departments.

New: A new wide manifest will display when there are more than 5 options available for an event. This new manifest is landscape and shows up to 7 options.

New: Added the ability to waiver a diving group leader from the charter roster.

New: When receiving a purchase order, you may now print tags and labels immediately. This feature is disabled by default. To engage the print window, see System Configuration --> Retail Environment --> Back Office Settings tab --> Purchase Orders tab. Check the option to Print Tags on Receive.

New: Added security permissions for Deleting classes, trip and charters as well as dropping reservations from the calendar. To define permission settings see Security -> Permission Control. In the top right box (Retail Operations settings), scroll to the Scuba Diving section.

Version 6 Build 151118
Fix: The 7 day and 3 day calendar did not display the correct month name when viewing across the end of one month through the beginning of another.

Fix: The 3 Day calendar detail view did not load the options list when opening the roster.

New: EncomPos Retail now has the capability to self update. The system will check for updates daily and prompt for installation of the update. In addition, in a multi station environment, any station not updated will detect that an update was run at another station and allow the update to be performed to get the versions in sync.

Fix: Open Tender 2 and 3 did not allow the associate to split tender the same tender twice. For example, the sale total is $10.00. The associate tenders 5.00 to open tender 2, then applies the balance to open tender 2 again.

Version 6 Build 151012
Event Options Enhancement: The daytrip/charter and trip/excursion now have a live view of the options next to the diving Itinerary. This makes it much quicker to view an events options without having to enter edit mode and click the options button.

New: Added a 2nd and 3rd Mate / Guide 2 and 3 to the day trip charter and trip / excursion setup. This new information prints on the manifest.

Change: The Scuba Instructor Page has been renamed Instructors / Leaders / Guides. This represents the 3 areas the drop down list of instructors is displayed. You may assign a role to the instructor/leader to represent their classifiction.

Fix: EncomPos Retail has 3 custom tender types you can assign to your payment pad at the POS. The 3rd Open Tender was automatically locked out from use regardless of the permission setting.

New Report: The Scuba Calendar and each back office page for class, charters and trips have a new set of reports displaying activity schedules.

New Report: A New Group Leader Schedule report has been adde to the Scuba Swim section of the Document Center.

New Report: A New Captain Schedule report has been adde to the Scuba / Swim section of the Document Center.

New Report: A New First Mate Schedule report has been adde to the Scuba / Swim section of the Document Center.

New Report: Tender Report by day and by day broken down by terminal/shift. This displays the tender breakdown figures silimar to the closeout report, but reported in rows so that it may be run for a date range. Some people know this report as monies received.

New: Customer mailing labels may now be printed on 2.25x1 inch rolls.

Version 150930
Fix: When dropping a customer from a charter where a refund is due, then immediately sign the customer up for a different charter on the same receipt, would cause the second payment to be lost on the roster record. Although this has been fixed, it is recommended to move the customer to the new charter as it removes steps in the process.

Addition: The Associate Time Clock Figures report now has the option to display the working hours in Decimal or Hours:Minutes.

Integrated EMV Card Support: A new platform has been integrated into EncomPos Retail for handling EMV Chip technology. The new platform is available through Mercury Payment Systems only. A verifone VX805 Pinpad is require for processing. Contact support for more information.


Fix: Leap years on the Scuba Calendar did not draw the 29th day of February. This would throw off the March schedule by 1 day.

Change: The Promotion Details Report has been improved. More information and a default sorted view by description has been added.

Fix: The cashier receipt view at the POS would not allow the scroll buttons to work properly and disrupt the receipt display. This bug was introduced in the 150807 release.

New: Labels and Tags now have an option to set the position of the price elements on a tag. Let's say you want to enlarge the font, but the price part (dollar) needs to be moved left from the cents field. Using the graphical Dpad in the Tag Price position box you can move the price fields to fine tune the layout. In addition, alll tags now support a basic price (single size) option in the font size list. The default two size price has two font sizes in the font size list separated by a comma. The one size fonts have a single font size in the list.

New: Added a customer merge log. You may now view the merge history on customers by date range showing who performed the merge.

Fix: Scuba Class. When signing up a customer that had been previously dropped/cancelled, the system would not allow a re-signup as it maintained the customer on the class with a cancelled status. The error occurred because the customer cannot exist in the roster twice for any class. EncomPos Retail now deletes the cancelled entry allowing the sign up. You may now copy/move or signup a customer to a class they had been signed up for previously.

Build 150807
Fix: Shelf Tag style (3's) barcode was enlarged to ensure scanability across the board. A slight layout change was made to fit the larger barcode.

New: New Inventoty type: Voucher item. A voucher item is used to trigger a prompt when sold requesting the selling price of an activity, service or product. The price points are automatically set in quick buttons based on the retail and price levels on the inventory item. The cost represents the cost for the activity to your store. After choosing a price point from a quick button or set any amount in the numeric pad provided, the deposit (what you keep) is displayed on the screen for confirmation. This deposit is 100% profit as the cost will be set to zero on the transaction. The balance due (cost to your store) will be generated on a voucher to bring to the location you have set up the deal with. The voucher uses the supplier assigned to the voucher item to generate the location, name, and address to redeem the discounted activity. A deposit receipt is also generated with their initial payment. Each voucher has a unique # and can be viewed in the receipt lookup or tranaction journal.

Fix: The recenly added Full page invoice "*** YOU SAVED: $ ***" message was displaying you saved 0.00 when there was no savings. It is now hidden unless there is an actual savings.

New: Added Email address to the Employee User Accounts. Besides having it on file, it will be used for emailing employees specific content through our soon to be released Add On - EnTouch CRM Server. This will perform customized dynamic personalized emails to your customers and staff. This will be a monthly service at $10. You can go to the System Configuration-> Email Automation section of Retail Operations to begin building the email rules and content. Please contact support, so that an online HTML and FTP account can be established for storing Newsletter and CRM Email content in the cloud. We will also provide a few HTML templates for getting started. Of course, you can build a custom HTML shell for yourself, have one designed by your web site builder, or use our built in HTML Editor or any editor of your choice.

New: Added the ability to auto assign a customer affiliation when creating a new customer at the POS. This is in addition to the auto assign customer group option that already existed. See System Configuration -> Retail Environment -> POS Customer Settings Tab.

Fix: A Special Order Pickup now inserts 2 tracking adjustments for the deposit refund/reversal and the product sale itself to more accurately represent the history of the special order. The catalog lookup lists are now sortable by clicking the headers. Options that are not allowed (for example, Pickup a Special Order is not available when there are no existing special orders for the chosen customer) are now grayed out. The department list is sorted alphabeticaly rather than by department number.

New: Added the ability to seach inventory by contained serial #'s.

Build 150806
Update: Added email support for TSL encryption in addition to SSL.

Fix: Labels and Tags. Tag style 9 Med Square sheet had a format error when printing.

Fix: When dropping a group leader from a charter / day trip, where refunds were due, the system would not apply refunds for the group members.

Update: Enhanced the swim report when searching a customer from the calendar. It now includes the session date(s) for a given class / lesson.

New: When performing an automated Physcial Inventory via the Wireless handheld you have the option to show counted and not counted products from the inventory search. A new right click Mass Update Option is now available to set counted and not counted manually on an item.

Update: Added a "*** YOU SAVED: $ ***" calculation to the full page invoice.

New: Added the ability to search customers by Charge Card on File Y/N

Fix: When receiving a PO with the specialty item type Apparel, the PO was retained in the open list.

Fix: Tag style (11) 2.25x.75 when printed through a WASP thermal label printer had difficulties scanning the barcode with certain barcode scanners. The barcode was enlarged to ensure scanability across the board.

Build 150720
New Merchant Services Support: EncomPos now supports Mercury's PDCX platform. Supporting Apple Pay, and Tap to Pay. Also supports E2E (end to end encryption for security) and tokenization - the ablity to store a safe token representing a card for recurring billing and returns to card without swipe. EMV will be ready from Mercury in September 2015.

Build 150312
New customer search option: Search by Email Added / Updated to get a list of customers with new or changed emails by date range.

Report Emhancement - Transaction Journal. A new filter was added for specific customer. A great way to view a customers transaction history by date range or to quickly find a customers sales for a given day.

Report Emhancement -Shopping Activity Report. You may now choose to group by Department or select a specific department. This report has been added to the POS Activity Reports section of the document center in addition to the Customer Reports section.

Fix: When selling a mebership from within an assembly (Kit Item) the membership did not activate for the customer.

Purchase Order Change: Added Department to the purchase order module for better product identification.

Improvement: Searching customers by Date of Birth in Retail Operations now has 3 choices. Search by Month, by Month and Day and specific Birth Date. The original only searched by exact dates.

Build 150210
New: You may now store unlimited credit card #'s per customer for automated charging at the Point of Sale. Once a new card is entered, the credit card # is stored with strong AES 256 bit encryption. The decrypted card data is never visible or retrieved again. Only at the instant of a POS charge to a card on file will the data be decrypted for authorization at the POS. To select a card on file, total the sale and press credit or epay to see a new button that says use card on file. From there you will choose the card to charge against based on the last 4 digits, expiration date, card type and CVV. This feature is secured and must be enabled for employees requiring access. To enable access see Security -> Permission Control. In the bottom right box (POS settings), scroll toTender Card On File.

Change: Drop Downs and Lists: The Customer Affiliation list is now sorted by Name rather than ID.

Change: The PLU Image Sell Builder in Retail Operations now displays the size and attribute fields.

New: Inventory Lookups at the POS now have the ability to display cost when hovering over the retail price. It is secured by default. To enable access to cost see Security -> Permission Control. In the bottom right box (POS settings), scroll to Inventory Lookup. Underneath a child entry is now available named "Hover For Cost".

New: Line of Credit Accounts with a negative balance (paid into) and Store Credits are now refundable at the POS. Click the customer balances button in the upper right of the POS Entry Oval to see the new options. Both options are secured and must be opened up to the permission groups that are allowed to refund credits. See Security -> Permission Control. In the bottom right box (POS settings) scroll to Customer LOC Refund and Store Credit Refund to change the settings.

New Labels and Tags Feature: Adjust font types and font sizes for your label selections. All tags now have two styles and contain dynamic content that can be turned on and off. All settings for a tag style are now saved on the fly. In addition, most tags now support all of the available display options. New display options include showing Catalog MSRP, a new You Save message and Price Per Unit (PPU) - requires a size and unit. for example the size should be .5 Oz. or 4 lbs. etc. a .5 oz container sells for $5. The PPU is $10.00 per Oz.

New Labels and Tags Feature: You may now hide any tag sizes that you do not wish to ever print. This makes your drop down list selection specific to the tags you print only. See System Configuration -> Retail Environment -> Labels and Tags. Check/Uncheck the "Show" Option.

New Roll Tag Size: We have added support for a 2"x1" roll. There are 2 styles to choose for printing. (ID #15)

New Shelf Tag Stock: We have added support for two hubert.com stock sheets. 1) 2.63" x 1.25" RF-257-XOPCS perforated sheet with 3 across and 8 down. (ID #16)

2) A landscape sheet with 3.25"x1.25" RF-244-XOPCS perforated with 3 across 6 down. (ID #17)

New Shelf Tag Stock: KostKlip.com 1101164-SA
1) 2.5"x1.25" perforated portrait sheet with 3 across 8 down. .5" left margin
(ID #18)

Fix: When adding or updating inventory from a catalog, if the catalog description which allows for 40 characters was longer than 35 characters, the update to inventory failed. The system now trims the description from the catalog to ensure a successful add/update.

New Work Order Module: A brand new work order module has been integrated into EncomPos Retail. The old module has been renamed WO Wizard on your POS Pad. The wizard is touch oriented and step driven. The new work order tool is geared toward speed and efficiecny but requires a keybard and mouse to use. To activate the new module, drag the Work Order option onto your POS Pad from the POS Pad layout section of Retail Operations.

New Work Order Feature: In System Configuration -> Retail Environment -> POS Customer Settings -> Customer Orders a new setting for the # days a repair will take has been added. The system now defaults the estimated ready date to the work order utomatically.

Work Order Change: When adding services, parts and inventory to a work order, the promotion or member discount pricing was not calculated until pickup. Now as items are added to a work order, the discounted price will be used and represented on the Work Order.

2 New Open Tenders: We have added support for 2 additional open tenders. That provides 3 open tenders in total. Need a Web Sale, PayPal, Coupon, Groupon or Expense... assign that name to any open tender. These fields follow through to all EOD sales reports.

Multiple Company Database Support: Define additional databases and the system will prompt for which store / company file you wish to connect with. This was added for stores that have multiple businesses at a single location. Warehouse and store database are an example. Contact support to configure this feature.

New Catalog Field MAP: A Supplier catalog now contains MAP Price (Minimum Advertised Price). MAP can be used like MSRP to update inventory pricing.

New Catalog Field Full Description: A New catalog full description has been added with room for 500 characters. This decription will be accessible on Catalog Lookups at the POS by hovering over the short description.

New Tooltip Help: The EncomPos Master Menu link bar with access to Retail Operations, POS Training, Terminal Setup, Time Clock and POS now have keyboard shortcuts. Hover for a 1/2 second to see the keyboard letter.

Retired: Support for the standalone Topaz signature capture device has been discontinued.

Fix: A an assembly sold as a KIT (not Linked seller or Fusion) that contained hard adjustments up or down for specific items had an error in calculating the discounted retail under the follwoing circumstance. Selling a KIT Assembly with group selections in which one of the selections had adjusted pricing. After the kit is sold then look up the customer. The system recalculates pricing as it should, but would discount against the base kit price rather the the adjusted kit price.

Fix: If an an inventory item is contained in more than 1 assembly (kit), the on hand adjustment for the inside item failed. Now an item can be contained in mulitple assembly / kit items.

Fix: If the # of receipt copies was to set 2 or more, it printed one extra receipt. The additional copies are now duplicate receipts and do not show up as extra receipts in the transaction Journal or customer receipt lookup at the POS.

New QuickBooks Feed component: Manual Adjustments to inventory are now added to the Quickbooks Data Feed in Cost of Goods/Inventory Change Value. These adjustments are listed in a separate entry with a differing Memo description. This way you can see the Sales activity vs. Manual corrections.

The Following Reports have added supplier Item #.
The Physical Inventory Worksheet, The 78 Variations of the Product Sales Report, The merchandise Reports, Taxable, Non Taxable Retail Sales reports,
Work Order Service Sales.

Report Enhancement:
The Stock Status report now has the option to display Product Code or Supplier Item #.

Fix: If a customer had a note that prints to receipt, the note was recognized with a receipt notation but failed to print the actual note text.

System Inventory Field Name Change:
The Product Placement field has been renamed Location.

** New Receipt Coupon Generator: Generate coupons at the bottom of each receipt based on what the customer purchases. See Retail Operations > Loyalty > Coupon Generator Programs. This feature only works with Thermal Receipt Printers with graphic capabilities. The Espon TM series and Star TSP140 Series both support logo and graphics.

Scuba Report Enhancement: The Trip/Charter sales report now has a checkbox to display the option detail breakdown for each transaction containing options.

Fix: When paying off a trip with an initial deposit to be returned, then immediately take a deposit on another trip caused the original trip to be retained as not paid.

Point of Sale Behavior Change: You may now set the quantity for all selected rows on a receipt ticket. The system originally allowed for only one quantity change at a time.

Forms / Docment Handling Change: When attaching external forms to a trip, class or charter, a .doc file type would load through the built in basic editor. It can load RTF (rich Text Files) and DOC files, but the doc files would only load properly when not using advanced features of word. i.e. tables, special formatting etc. In order to remove this issue, the system now attempts a direct connect to open office which then handles the printing behind the scenes. In order for your doc files to continue printing, you must download the latest open office on your computer and set the default program for opening doc files to Open Office Write. Microsoft Word does not allow this feature. So even if you have Word, it is still necessary to have a copy of open office installed. This is the same for printing PDF files. A copy of Adobe reader 10 or 11 must be installed on any computer directly printing an attached PDF file. The built in Reader in Windows 8 will not work. Note: This is different than EncomPos generating a PDF file. To generate a PDF export file, make sure you have the installed Sybase Datawindow PS printer. It also requires the install of the open source Ghostscript utility. Please contact support if you require help with this feature.

Link to Apache Open Office: Download Open Office or copy the below link to your browser

http://www.openoffice.org/download/index.html

New Quote Feature: You may now email a quote from the Load Quote button at the Point of Sale.

New: The POS Pad layout has been expanded to allow for up to 4 pages of buttons. The next and back buttons have been removed in lieu of a tab structure along the left side of the main pad for selecting pages. The button positions for next and back may be used to assign any other task.

New: Debit Cash Back is now available on the Ingenico isc250 Pinpad.

New: When signing a customer up for a class, trip or charter with a price of zero, encompos marked the roster entry as paid and did not allow a way to generate a sale of "$0.00" and print a receipt. In this update a button now shows with a picture of a receipt to push the zero dollar sale to the ticket and generate a receipt.

New: Inventory Valuation Accounting Methods: Added 2 new ways to evaluate inventory. 1) First in First Out (FIFO) 2) Last In First Out (LIFO). Our current method now named "Simple" can be set to last cost (common) or average cost. Ask your accountant what's best for your business. It is recommended that this setting only be changed on your beginnning fiscal year.

New: A new security permission has been added to allow an over tender of credit card for the purpose of cash back for tips etc. By default it is locked down. See Security - Permissions - Tender CC Overcharge. When enabled, the system will track the cash out properly for closeout.

Fix: Direct Product Rings defined in the POS Pad Layout was expanded from 10 to 30 entries. The new entries would not work when clicked at the POS. From build 140201

New: Running Tabs. You may now tender to a running tab that tracks all unpaid purchases. A running tab differs from a line of credit account in a few ways. 1) A Line of Credit account is an actual "sale" placed on a credit line. Therefore the sales and tax are reflected in your daily sales. Running tabs are pending sales and do not become a sale until fully paid. 2) A Line of credit account has limits and may be paid into as well as against. They also allow multiple payments over time. 3) Line of credits accounts can feed to Quickbooks A/R, while running tabs are reported and controlled entirely through EncomPos Retail. 4) A running tab automatically loads when a customer with a tab due is attached to the transaction and must be paid in full to clear the tab.

Last Version 5.1
Build 141214
New: Class, Trip and Charter options may now point to inventory. This allows for mixed tax and multi department allocation for the components of an event.

New: When selecting from assembly group serial #'s, the selection screen now allows for dynamic serial # assignment.

New: When selecting from assembly group options, the selection screen now accepts scanner input to choose the item.

New: You may build recurrences for classes trips and charters from the monthly calendar. Right click an event to trigger the recurrence window.

New: You may now search a customer from the swim and scuba calendar . This opens a report displaying all historical, or future reservations.

140920
New: The restocking fee on returns has been completed. You may now specify a percentage or flat fee from the receipt return screen.

Upgrade: The swim calendar has been re-designed. The calendar adds a dynamic 7 day view allowing for the start and end date to be any day of the week removing the static Sunday-Saturday calendar that existed. The calenda has new tooltip help displaying additional information one being the session dates and a new clean toolbar on top of the window.

Upgrade: The scuba calendar has been re-designed. The calendar adds a new 7 day view, the month calendar now displays a 42 day calendar with pre and post month days available (like the new windows calendar). The calendar is resizable, has tooltip help and a new clean toolbar on top of the window.

Fix: When a class was deleted, the class schedule data for that class was not removed, causing the calendar to display the unusable class sessions.

Fix: The dynamic learning agreement, trip agreement and charter agreement were limited to one page of content. This has been fixed to allow multi page forms.

Update: Implemented the revised Supplier PO format for UNFI's (United Natural Food Inc.) order file. (health Industry)

New Report: Added a Roster Tracking report displaying all roster Copy and Move activity by date range.

New Advanced Sort Option: Added an advanced sort to the customer search page. This allows you to sort on multiple levels that cannot be achieved from the column header sorting. Right Click, choose Advanced Sort...

POS Work Order Upgrade: Added the ability to search within the parts and service lookups.

New Report Section: Added a Scuba/Swim Document Center category. This section pulls all relevant scuba reports contained in other categories. These reports are accessible from both locations.

140810
Fix: After performing a search on the customer search screen the result set view had issues using the column header sort.

Assembly Groups: When defining selection/selling groups within an assembly item / kit, the maximum number of pos tab selections was limited to 10. It is now expanded to 14 pages with the ability to sort and search.

Fix: The last release caused an issue where items would not ring from the inventory lookup.

140722
New Inventory Received Report Options: Added a summary and split summary report option. The summary report tallies all received inventory by supplier. The split summary tallies all received inventory by supplier and broken down by Manual Receive points vs Purchase Order Receive points.

New Custom QOH Movement Reasons: System Configuration, Drop Downs and Lists contains a new list to add and edit custom QOH movement reasons for your store.

Membership Enhancement: A new Multi Membership page has been added to the Customer section of Retail Operations replacing the single membership activation feature found in system configuration. You may now create and track an unlimited # of memberships with customers participating in any number of memberships simulatenously.

New Family Feature: Create a family tree linking family members for reference.

Line of Credit Account Charge Upgrade: A new security (Account Charge Limit Override) setting has been implemented to allow tendering through on account charges that result in an over credit limit situation. You may also create a line of credit during tendering itself making it easy to complete tendering during circumstances i.e. partial tender has already been issued on a credit card thus locking the system into having to complete the tendering.

Assembly Items With a Course Upgrade: You may now add mulitple courses into a single assembly. This helps stores that have separate courses for their checkout dives to rapidly apply all needed components in a single item.

NEW Report: Associate Reports - Instructor Swim / Class Schedule: This new report provides a means to view an instructors upcoming or historical schedules by date range.

Version 5.140605
Line Void Classes: Line voiding a single class from a ticket with mulitple class signups is now permitted.

Line Void Excursions and Charters: Line voiding a single trip from a ticket with mulitple trip signups is now permitted.

Store Credit Tender change: You may now cancel tender and return to the ticket when a store credit has already been used on a transaction.

Post Void change: You may now post void transactions containing trip, charter or class payments. The system back adjusts the balance or removes the customer from the activity completely.

New Terminal Shift Setting: Any terminal can be assigned an Auto Count cash drawer that directs the system to auto start, auto count and auto close the terminal transactions by day. Only one shift per day will be created. See Terminal Setup Up Cash Drawer Options.

Scuba Calendar Roster Update: Hover over a roster balance to view the pricing details broken down by options, manual adjustments and loyalty grid discounts (member discounts).

Scuba Calendar Roster Update: Click on the balance link to view the transaction deposit/pay off/refund actvivity.

Customer Service Items Update: The Gear service list may now be exported to various formats.

New swim courses, swim lesson setup, swim calendar: Define Pools and Pool lanes or sections in drop downs and lists. Build swim courses and define lesson scheduling based on the swim courses. Track signups through the new visual swim calendar (7 day view by 15 minute or 30 minute increments broken down by pool and lane).

FailSafe Mode Bug: Fixed a bug in offline failsafe mode where line discounts and line voids were deducting on hand and additional QOH movement records were posted.

Inventory Assemby Item (KIT) enhancement: A new +/- price adjustment option has been added to an inventory assembly (Kit). This allows a kit price to vary dynamically from its base kit price up or down based on group choices that have add on or subract pricing. This is typically used when retail prices of group options vary too much for a set price to be applied.

NEW Report: Customer Reports - Class and Trip Activity: This new report provides a means to view class, trip and day trip activity for a date range grouped by customer or activity.

POS Activity Reports - Deposit Report: New Feature. Added the ability to filter the report by deposit type and load the report grouped by customer.

NEW Report: Customer Reports - Class and Trip Balances: This new report provides a means to view all outstanding balances grouped by event. Includes a grand total outstanding balance.

Build 140201
More POS Pad Button Options: Expanded the # of Dept Buttons from 5 to 10. Also povided for the ability to assign up to 30 Direct Rings up from 10.

Rental Package (On The Fly): The rental calendar now has the ability to build a rental package with a specific price set on the fly.

Quick Customer : A new customer lookup window is available for use. This is designed for keyboard users allowing for live matching and new customer entry in one window. This aids in the reduction of duplicate entries. Quick Customer is also available from all wizards.

New Department Valuation by Day. New department valuation report is available from the update date forward. Your database server computer must be running after close.

Inventory Search Improvement: tax1 thru 4 are now displayed on the inventory search results.

POS Pad: Create and assign multiple POS pad layouts. Once created, you can assign your terminals a Pad #. Make them the same, mix n match or make a unique pad for each station.

Improved PO Summary Report: Breaks down the PO summary by each receive event. Displays PO totals and new supplier invoice columns to balance against the actual invoice sent against a PO.

Event Option Groups: Organize event options into groups. i.e. Gear, Fills, Accomodations etc. and assign groups or partial groups to your specific event to dynamically and more easily distribute and create add-on price content.

Fix: Line Voiding a special order deposit was throwing off deposits for the day.

Scuba Calendar: Assign a custom color for any event, class or trip. Set default colors by course and event names. You may also choose between white or black font.

Scuba Calendar: New waiver tracking for dive events. Choose a default timeframe between waiver requests and an indicator on the roster will display the customer waiver status.

Canadian Rounding: Canadian penny rounding is now part of the Point of Sale. To activate, see Retail Operations+System Configuration>Retail Environment>Point Of Sale Options>Tendering Rules. By enabling Canadian Rounding, the system adjusts the sale total as per the regulations and only impacts sales with cash tendering. This feature tracks the rounding difference by receipt and includes the rounding in your closeout process as well as the close out report.

New Inventory Search Field: Added the ability to search for products by PO number. This includes bringing up items that have been received, all items or pending items. You may now print tags by what was ordered or received in a particular PO.

New Rental Calendar: Added the ability rent or reserve while keeping the POS receipt visible.

Special Order: Special Orders handled in the same transaction are no longer combined into a single Order by transaction.

New Customer Search Option: Addded the ability to search customer by Heard About Us.

New Total Sale Behavior: When a transaction total is zero, the system now skips the tender selection and completes the transaction without further intervention.

Improved Customer Age System: The customer age column has been replaced with an on-the-fly calculated age based on Date of Birth. The customer search now inlcudes an age selector and the marketing report also contains an age option. The customer profile and invenotry search also display and calculate the age at time of viewing. In addition, the class calendar roster now displays the age with indicator coloring for 6-9 and 10-14.

New Rentals Out Report Options: Choose all Rentals out by due date, rentals due today or rentals due tomorrow.

Improved Rental Stock Status Report: Added the rental type column organizing the report by rental type, then by store reference #. You may also select a specific rental type only.

Fix Credit Card Signature Slip: Ensured that all slips printed the same length receipt. This makes it easier to collect and stack signature slips.

Product Card Programs : Added the ability to adjust a trip or card program count from the back office. In addition, the associate is displayed in the tracking record for each activity point. The POS on screen receipt and printed receipt also display the remaining count on each scan line.

Back Office Trips/Excursions and Day-trips/Charters: Added the ability to sign up customers without down payments from the back office. You may also adjust the price of a trip or charter and track the change in the Security Deletes / Modifications Tracker.

Back Office Classes: Added the ability to sign up students without down payments from the back office.

Event Options: Unlimited add/subtract/no charge options available to attach to any class, trip or charter.

New Trip/Charter info : The customer roster for trips and charters now contains the trip / charter price, the options total (with a link to the selected customer options detail) then the original customer price total.

More Ways to Rent: Rent by scanning or entering the store reference # or system rental code.

Modify Rental Timeframes On Ticket: Change Rental Timeframes by selecting Qty on a highlighted rental row.

Updated Scuba Calendar: Event options, agreements and custom pricing.

New Commission Calculation Method: Based on Dynamic margin Settings. i.e. Margin over 45% give 5% commission, over 35% give 3% etc.

New Monthly Sales Report Option: (Year Over Year Comparison)

Improved Work Order Module: Scan to add services, keyboard shortcuts, new work order printout (claim check).

Improved Special Order Module: You may now set a back office option to prompt for selling or special ordering out of stock merchandise. In addition, performing a catalog lookup will also prompt to sell or special order.

LOC Accounts: Refunding a POS transaction to a credit line where the credit limit was 0 was not allowed. This has been fixed.

Accumulation Rewards: New reward type: Lowest Retail Off. Applies the lowest retail of the buy x count as a reward. This is similar to the Average Retail Off reward.

Accumulation Rewards: Point programs may now use an item's point value different from the retail. In addition, the point % on the program definition is now active.

Added a Carbon Copy Field for PO's sent via e-mail.

Updated Receipt Preview: The receipt lookup and customer shopping history now displays a clearer font, and new full page receipt option.

Revamped the full page receipt. The 8x11 sheet now includes the extra information previously only found on the thermal receipt. This includes accumulation reward earnings, detailed class, trip and charter information, line of credit balance summary, product card program balance summary and special order details.

When editing a ready to receive Purchase Order, you may now double click on the order qty to make a post send adjustment. This is typically used to set the order quantity for items added to the PO from a supplier call in adjustment.

Added Email address to the Customer Marketing Reports.

Added the serial # to an assembly component receipt listing when the included item required a serial # selection.

New column: Add Date for customer. In addition to the first visit, an add date is now part of the customer profile. This is useful for customers who have imported an existing customer list and want to track a first visit separate from the intial add date.

New Column: Middle Name/Inital for customer records.

More fields visible on the customer search results screen. Age, Height, Weight, Country, Business Contact, Special Tax, Tax 1, Tax 2, Tax 3, Tax 4, and Email Unsubscribed.

Upgraded Purchase Order Module: Back Orders are now retained on the same PO. You may now receive an unlimited # of orders against a single PO until the order is satisfied. Items that have been previously received are disabled and marked as received. These items may be filtered out of your view to identify the items on back order only. Invoice/Order # and Receive Date columns have been added to the ready to receive view for easy identification of completed items. Also a freight column has been added to the ready to receive PO's. Now you can distribute the freight or manually tweak the freight charge when applying freight into the cost of a product. Otherwise, just full out a general freight amount in the Receive Interview. Each order point received will generate an A/P entry for quickbooks rather than the entire PO. Canadian customers: we now have a tax field available when receiving a purchase order.

New Purchase Order Toolbar. New graphics and modified options. You may now delete items from a Puchase Order by using the new Delete Item icon. This is in addition to the right click delete option. There is also a new icon to add items on a PO by searching from a Quick Find window.

Updated Quickbooks Feed: Now Breaks down a single PO into separate invoices for back ordered items.

The EncomPos Master Menu is now resizable so users running the minimum supported resolution height of 768 pixels can resize the menu to fit when the windows taskbar is showing.

The Customer Shopping Activity Report now has the option to summarize by department.

The Customer Marketing Report now contains the customer e-mail address.

The "New Customer Report" now retrieves based on add date over first visit.

Improved Forms, Waivers Itineraries and Agreements: You may now specify multiple documents to print for classes, charters, trips and rentals. In addition, Adobe PDF files have been added to the already supported document types of .doc (word 97 and prior), .rtf (Rich Text File).

New Feature: An Agreement form is now available for classes, charters, trips, and rentals. This form contains dynamic content related to the activity and prints a custom rich text message below. These agreements are generally a replacement to the original forms attached to an activity. Agreements are generated on the fly and therefore do not require a network storage location as the content is stored directly in your store database. Standard forms may be attached in addition to the new agreement for situations that require additional paperwork.

Receipt and paperwork logos no longer have to be saved in the EncomPos Retail Folder with specific file names. You may now specify a local or network path to the logo files. In addition, logo image files can be assigned independently for thermal receipt, full page receipt, and other paperwork documents. (i.e. work orders and agreements) See Store Level Policies -> Retail Environment -> Network Locations tab in Retail Operations.

Email receipts from the receipt lookup or customer shopping activity screen at the POS.

Custom Work Order Status: Add a new status definition in the drop down list categories.

New Column: How did you hear about us for customer records. Build a list of reasons and see where your advertising dollars work best.

Added security permission: The calendar now has a security entry.

Trip and Class Recurrences now inlcude the option pricing as part of the process.

Calendar trips group payments where the group leader was a non diver and tax exempt failed to exempt the payments for the group members.

New Hover Tips: The system now includes a variety of mouse over tips. Areas include the calendar, PO status icons, many pop up windows, work bars (bottom toolbar in inventory, customers and PO's)

Version 4.0
Upgraded Quote System: Quotes can be loaded from a new POS Button (see Pad Layout to add the new button in your pad). This new button provides direct access to the quote viewer. The quote viewer lists the available quotes in the left pane along with a preview in the right pane displaying the quote details for each selected row. Any loaded qoute can be re-saved utilizing the same quote #. This enhances the original method where a new quote # was assigned for any required edits or reviews. In addition, loading a quote followed by a receipt void now asks if it should be saved or deleted. Originally all quotes were deleted upon recall and required a new quote to keep it alive.

Improved Scuba Calendar: The calendar now provides a copy and move capability for groups and individual reservations/bookings. The calendar now has 3 views. A Monthly Calendar, 3 Day View, and 1 day view. The new 3 day view can be set to view yesterday, today, and tomorrow OR today, tomorrow and day after tomorrow. A new group creator makes it easy to create groups in a single window.

Tax Rate Changes: Expanded the tax percent from 4 decimal to 6 decimal places. The system now support tax rates as fine as .072554 or 7.2554% as an example. Previously, it was rounded to .0725 or 7.25%.

New Option to Require a Customer on Check Out: A new POS Customer option was added to the System Configuration > Retail Environment > POS Customer Settings Tab > Customer Rules Tab providing the setting to require a customer on a transaction. When set to require, EncomPos will not allow a sale to be totaled until a customer is assigned.

New Line Of Credit Satements: An improved customer invoice/statement has been introduced. It now displays a previous balance irregardless of the the statement period. It also includes a 30,60,90 and 120 day outstanding balance combined with a an improved look.

New Accounts Receivable Breakdown: The statement and on screen account record now distinguish between a refund applied to an account vs. an actual payment. The line description now states Payment and POS Refund for each scenario.

New Till Management Feature: The system now allows the till to retain a different cash amount than the start shift amount. A new field for the leave in till amount is modifiable during a closeout only when the new setting is enabled. See System Configuration > Retail Environment > Point Of Sale Options (Tab) > Tills and Money (Tab) for all available options. This information is now included on all closeout reports.

Improved Duplicate Customer Detection: When adding new customers from the Point Of Sale, EncomPos now searches for duplicate last name, first name combinations, duplicate business names, duplicate phone #'s and duplicate emails. If a match is found, EncomPos Retail displays the matching names and provides options to continue adding the new customer, use the selected customer from the duplicate list or cancelling the entry. In addition, the customer search within Retail Operations has new search criteria for locating duplicate customers making it simple to use the merge feature and combine their historical sales. Note: Merging cannot rebuild Accumulation Rewards and Product Card Program status.

Non Integrated Credit Cards: Foreign Currency is now available for obtaining the charge amount to process through merchant services as foreign tender.

Non Integrated Credit Cards: When refunding money to a credit card, the system now prompts for the card type.

POS Customer Shopping Cart: A return button has been added to trigger a receipt return on the selected transaction. This eliminates the need to re-print and scan a receipt for returns.

New Inventory Assembly Type: The system now has a third assembly type - Fusion Item.
To review the three types:
1) A Kit is a New Item sold at a designated retail and cost under its own department. The items contained within a kit are getting an on hand adjustment only.
2) A Linked Seller is a non editable shell that redirects the system to sell all of the contained products at a specified retail for any quantity.
3) A Fusion Item sells the master item at its retail and cost under its department and also triggers the sale of the items contained within at a specified retail for any quantity under their department.

Supplier Catalog Improvement: Streamlined the process of Adding / Updating Inventory from a catalog. The selection window has been revamped guiding you through the selection steps and also providing the ability to perform an add and update simultaneously. When adding inventory, if no suggested retail exists, an option for a default margin can be used for all new items or just for below cost additions.

Rentals Update: When converting an inventory item to a rental by adjusting the QOH down and selecting convert to rental, the system now prompts for a rental value. The default is full cost, but may be adjusted down based on age and condition.

Customer Store Credits: Retail Operations > Customers > Store Credits. The print Icon now builds an open balance store credit report.

Customer Line of Credits: Reatil Operations > Customers > Line of Credit Accounts. The print Icon now provides two options. 1) Print a customer statement. 2) **New - Print a Line of Credit Report. Note: The statements now prints for customers without EncomPos Retail Account activity, but had an opening balance entered from prior to system install.

Start Cash Update: When prompted for a start shift, the start cash amount may now be set to zero. The system originally forced an entry of at least 1 penny to continue.

Special Order Update: When building a special order at the POS, the system now allows the deposit to include tax. This results in no additional money required on a pickup when previously paid in full. This feature requires the selection of a department or manually checking the tax status boxes for each item in the order.

Restore Deleted Items: The Security Deletes section now displays a restore button for any inventory item. Simply press restore and the inventory item is back. Note: Serialized products will lose the serial # history. In addition, any historical promotions will no longer contain the product after a restore.

New Inventory Item Option: A new check box option is available on the inventory form view to "Prompt for Retail Price" Use this to set a retail price on demand or to verify a retail price when selling at the POS. Some uses include a donation item, verifying the barcode price of a product sold by the each or as a case. In addition, the ability to find products with this option on or off has been added to the inventory search criteria.

New Option to Prompt / Not Prompt for QOH Reason Changes. See System Configuration > Retail Environment > Edit Options to configure this feature.

Improved Multi Store Functionality: EnCorp Sync now integrates directly with EncomPos Retail. You may now force items, customers, departments and suppliers to sync on demand. In addition, you may now control to a finer degree which stores sync and receive specific content. You may also trigger a store to store comparison displaying all items that exists in one store that do not exists in another. This makes it easy to intialize previously operational stores and get product line-ups in sync.

New Zip Code Report: A new Zip Code Report is available under Document Center, Customer Reports, Zip Code Report. This will summarize sales, average sales and visit count by zip code for a set date range. This report works against transactions assigned to customers.

New Department Drop Down Option: Anywhere a department selection drop down is shown, the default display order may now be set under System Configuration, Retail Environment, Back Office Settings, Department Tab. Choose between sort by # or sort by name. The display order may be overriden by clicking the sort buttons now in all department drop down locations.

Updated Product Pricing Report: The report allows selection of what retail price will be generated. Choices include Retail, Cost + %, Retail - %, Retail + %, and Customer Group Pricing.

New Closeout Option: The back office closeout report can now issue a closeout for the entire day rather than individual tills. To configure the back office closeout options, see System Configuration, Retail Environment, Back Office Settings, Closeout Tab.

New Dynamic Discount Pad: You may now define the percent and dollar discounts that display in the quick line discount pad at the POS. To define new values, see System Configuration, POS Pad Layout in Retail Operations. This is available for users using the new pad only.

New Security Permission: Added security for Back Office Gift Card Give Aways/Adjustments. See Give Giveaway Gift Card under Security > Permission Control.

New Security Permission: Added security for Back Office Store Credit Give Aways/Adjustments. See Give Store Credit under Security > Permission Control.

New Security Permission: Added security for the receipt lookup and re-print capability at the POS. See Receipt Lookup under Security > Permission Control.

New Purchase Order Receive Report: In addition to the inventory received report, which displays the final supplier destination for the product, the PO received report displays the items based on the supplier ordered from. This report is available under Document Center > Purchasing and Supplier Reports > Purchase Order Received Report. You may also print a Received Report directly from the Historical PO window.

New Inventory Search Option: Added a new search option to load all items attached to an Assembly.

New View in Loyalty/Accumulation Rewards: In addition to the all-time summary stats by customer for each program, the pane is split in two and displays their current accumulation standing and the need to buy qty or dollar amount.

New Inventory Fast Find Feature: When viewing inventory search results, the bottom workbar now contains a fast find field. Clicking on the product code, description, supplier code, cost, retail, brand, size, or attribute columns in the search results activates the fast find which provides a search box that selects the matching row via live typing.

New Inventory Global Option: Added a new right click feature to discontinue or reactivate a product from the More Global Options sub menu.

POS Customer Phone Lookup: The Customer Lookup By Phone has been modified to mimic the style of the lookup by Name/Business. Just as in the name lookup, the customer results are now displayed on a full screen card with sorting and more fields visible.

Damaged, Expired Report: The Damaged and Expired Inventory reports have been retired and a new report that allow you to choose from the 22 adjustment reasons is now available as "Adjustments by Reason Report".

Customer Emails: Enhanced the customer email logging. Each mailer completes with a summary window displaying the # of success and failed emails along with a detailed listing of each sent email with explanations for each failure. The log is reviewable within Security >> Email Log.

The HTML emailer is now the default send method and has been enhanced to work with locally embedded images. A new set of newsletter templates are now available for use.

Labels and Tags: In order to meet the requirements of Mexican law, labels and tags now have the option to include tax on the printed tag price.

Apparel Grid Upgrade: In order to coordinate EncomPos Retail's connection to the new Encart ecommerce shopping solution, Apparel inventory items now have a grid dimension defined along with the Attribute names. The grid may now be reset for individual items enabling a rebuild or restructuring of the item.

Transaction Journal Receipt View Upgrade: When clicking the hyper link to view the receipt of a transaction, the pop up receipt now has two views. First, the original work view that allows tender modification and is refreshed to show returns on the ticket. Second, the new Receipt Reproduction view that is produced from saving the actual lines of text from the receipt printout. This maintains accumulation rewards, layaways details, special order details, product card program information and any other dynamic receipt text that was not visible in the work view.

POS SCUBA Calendar Update: A new auto close option is available defining the default Pay button action. This will drive the initial behavior when the calendar is opened. By default the system manifest remains open to select more than one payoff at a time. In addition, a Pin/Unpin toggle icon allows the associate to change the behavior for specific circumstances overriding the default behavior.

Foreign Currency Update: Besides tendering in a foreign currency, the system now allows change to be given in other currencies.

Assembly Item: Added a listing to the receipt printout containing the individual parts of the assembly and their included quantities.

Fix: Printing Promotion Tags for items in a promotion that never expires, printed an expiration for the year 2500. The system now displays "Ongoing Sale" for non expiring promotions.

Layaway Report: A new open layaway report and customer statement reminder is now available from the Customer Layaway section of Retail Operations.

Image Store: Added a quick assign button for inventory images that will loop through all inventory images in the store and auto assign the image to your inventory product based on the filename rule <product code>.jpg or <product code>thumb.jpg.

Foreign Currency: Added support for accepting foreign tender and sending Purchase Orders in a foreign currency. To configure foreign currency, see System Configuration, Drop Downs & Lists, Currency Exchange Rates.

Behavior Change: When assigning a tax exempt customer to a transaction, the system would mark all items tax exempt. We have modified this behavior so that any non taxable items remain non taxable and do not get the exemption status making it easier to derive the taxable Item dollars that turned tax exempt.

Supplier Catalogs: Added a new yellow indicator to the "In Inventory" column informing that the item is in inventory but under another supplier.

Purchasing Overview: Added a graph to the overview presenation displaying YTD purchase dollars by week with annual comparisons.

Fix: The new "Linked Seller" inventory item did not multiply out on the indiviudal component qty when > 1 on the sales ticket.

Ordering Tags Enhancement: You may now choose to order promotion priced tags (showing sale price and regular retail) from the inventory search screen for current and future promotion items.

New Promotion Option: Added a new volume discount option to sell x products for a dollar off. This adds to the existing options to buy in volumes for a designated sale price.

RENTAL CHANGES: Added Serial # and service tracking columns to the rental Item Page.

RENTAL / SCUBA Update: New Rental Service Module. Now track rental servicing in addition to customer work order servicing.

SCUBA Update: Add a class directly from the SCUBA Calendar.

SCUBA Update: When viewing a manifest from the Scuba Calendar, you may now edit guest and roster names by double clicking any roster entry.

Final Release 3.5
-- 110927
New Reconnect Automation: If the database server is turned off for any reason, launching EncomPos Retail at the server station or standalone single will automatically attempt a restart of the Windows EncomPos Database service.

New PO Send/Receive Format: Updated support for Royal Pet Supply Email Order format. Also, added the ability to process against their return invoice file. Ask your Royal Pet rep to create an email order account.

New Catalog Update Option: In addition to updating inventory from your catalog values, you may now generate a price change batch for review. Control which items get updated or do them all at any time. Right click on the catalog items to create a Price Batch.

New Retail Price Lock: Added a new Pad Button for Retail Price Lock mode. This feature allows the POS to retain the regular retail price regardless of customer discounts or promotions. It also removes any discounts if applied to an exitsing item containg automatic discounts.

New Electronic Invoice Format: Added Support for the Central Pet Electronic Invoice. The file contains UPC, Description, Supplier Item #, Cost Qty Shipped, PO#, Invoice #. Ask you Central Pet Rep to have this file sent to you automatically.

Improved Adding Catalog Items to a PO: If an item is added to a PO not belonging to the current supplier, the system will now search all supplier catalogs for a matching item to fill in the missing pieces. Additionally, a new toolbar icon is present for adding items to a P.O.

Auto Purchase Order Refresh: If multiple users are working Purchase Orders simulatenously, EncomPos Retail will now refresh each user station as changes are being made without having to toggle off and back on to the PO. This occurs after a momentary lapses in keyboard and mouse activity and no edits are pending save.

Purchase Order Numbering: Purchase Order #'s are now displayed without the leading zeros.

New POS Activity Report: 12 Month Sales Review summarized by product for a given set of criteria including department, supplier, brand, and product placement.

New POS Receipt Lookup: Added a new Pad Button for a Receipt Lookup. It is similar to having a Transaction Journal at the POS. Feature only available on the new POS Pad.

POS Store Use: Added a touch number pad for non scannable products.

Establish a Line of Credit Account from the POS: Within the Customer Profile screen or the Customer Credits and Payments screen you may now establish a store line of credit account. This feature may be secured under the permission settings.

New Item Sale: Added an option on a "New Item Sale" to prompt for a description of the item. It stores the new item with the original "New Item Sale" description in the supplier Item # and stores the description supplied by the cashier.

Customer Display Enhancement: Support for video playback is now available in the Ad lineup. Play AVI, MPEG1, MPEG2, MOV, WMV, DIVX, ASF, RM , RMVB. Videos will only occupy slot 1 and may be set to display full screen when the register station is not signed in.

New POS Pad Option: A new option setting to force page 2 to automatically return to page 1 after selecting any option. To enable this feature, see System Configuration/Retail Environment/Touch Screen Options tab.

New Loyalty Feature (Dive Card Programs): Added a charter/excursion element to the existing product card program. See below for information on the Product Card Program Feature.

Added a Paid In Option: Add a Paid In Button to your POS pad to loan money to the till or return change from a Paid Out to the same account.

New Customer Unsubscribe Email Status: If a customer wishes to be removed from your mailing list, simply unsubscibe the email.

New Global Grid Layouts. Save an unlimited number of your inventory, PO, Department, and Supplier layouts. The terminal level default grid layout is still loaded on startup. In addition, a new hide column option is availble as part of your saved grid or as a temporary view.

New Accumulation Reward Feature: Added a dept inclusion / exclusion option to better address large scale programs and monitoring eligible items.

New PO Features: A new workbar delete icon was added to remove items from the PO without having to trigger the task menu.

New PO Feature: A new column for Case Shortage has been added to a "ready to receive PO" that accounts for cases/packs that have missing or damaged items. This will adjust the each receive quantity to a partial case.

New Label Format: Added support for a WASP/Zebra Roll of 2.25"w x .75"h stock.

New Label Management System: Improved tag selection preview. Added support for a variety of Wasp and Zebra label stock. Order the last received quantity when manually ordering tags.

Tax Modify Button Now Available for New POS Pad: A new POS button that allows for tax modification on the fly. This may be used in cases where a customer receives different or modified tax assignments.

Quick Payoff Scuba Charters, Trips and Classes from the Scuba Calendar: Fast Checkout using the Scuba Calendar.

------- 110306
Multi Select From Lookups at POS: Added the ability to multi-select products from express sell, Image sell and product lookups for ringing.

New Loyalty Feature (Product Card Programs): A product card program is designed so that you may offer customers an electronic buy in card that automatically adds a buy in record and tracks the remaining count down to 0 as a customer buys the associated 'real' inventory items. For example, A dive store sells Air Fill Cards. Let's say a 10 Fill Air Card. First, create an inventory item for the Buy Card with it's selling price. Then under Loyalty Programs, a new feature named Product Card Programs is available. Create the Program, associate the activation product code, in this case the 10 Air Fill Card product. Finally add inventory items that that will be sold for $ 0.00 while the remaining count is > 0. In this case the product code that represents 1 air fill. Once assigned, a Product Card Program is activated with automated tracking by customer.

Enhanced E-Mail Functions: An updated mailer component allows for bulk emailing or Indivdiual personalized emails. Now you can send plain text or HTML formatted emails. To personalize an email, replace the customer's first name with the tag @@Customer. The mailer will dynamically replace this tag with the customers first name prior to each send.

New POS Pad: A new POS Pad has been introduced. The new pad has 27 custom assignable buttons with button color options. In addition, 10 Direct Ring buttons have been added for assigning inventory directly to the pad. This is similar in function to the express seller feature but placed directly on the POS Pad. The direct rings allows for three lines of descriptive text. To enable the new pad, see Store Level Policies -> Retail Environment -> Touch Options tab in Retail Operations. The POS Pad layout is easier to design and layout using drag drop and swap technology. The task pad has been retired in the new layout and a second page of buttons is now buildable in the pad layout.

Special Orders: Changed the Special Order Wizard at the POS to allow orders to be built from different catalogs and search criteria.

New Customer Display Screen: New look with enhanced product display. Maintains backward compatibility with existing ads.

New Set Global Price Levels: Within inventory search, a new Set Price Levels task option is available. Set by % off retail or margin from cost.

New Department Level Setting: Added the ability to set a department as weighed / request quantity to trigger a prompt on department rings.

Customizable POS Alerts: You may now custom assign the sound file to the various system alerts at the POS. Choose from eight alert sounds replacing the original auto assigned sounds.

New Treeview Menu Indicator: Bolded the active window in the treeview menu of Retail Operations making it easier than ever to identify where you are.

New Treeview Right Click Option: Close any active window by right clicking the treeview item and choose close tree view item.

New Header Sort Display: Added a green and red color sort indicator to applicable data headers. Green shows for ascending columns, red for descending and the default blue for non sorted columns.

New Report Option: Added the ability to send product codes from product related reports (i.e. product sales, leader loser board) to the inventory search by clicking the third toolbar icon - send to workset.

New PDF Export Feature: Added the ability to export reports to PDF format. Requires the installation of ghostscript and a postscript printer driver. See the download center for instructions on how to install this feature set. This feature replaces the need for the Primo PDF printer driver software.

New SCUBA Calendar: Added a scuba calendar view to the POS and Retail Operations sections. Quickly view classes, excursions and charters in one simple month calendar. The POS calendar is available under lookup -> Scuba and in Retail Operations.

New Newsletter Emailer: Send customers an HTML newsletter in addition to the plain text emailer. The update includes newsletter templates to work with for the SCUBA, Pet and Natural Market industries.

Report Update: Removed all deposit reporting from the product sales reports, and added a new deposit report under POS Activity reporting.

New Deposit Department Setting: Added a new option to assign any deposit type (classes, trips, layaways, special orders, rental reservations, work orders, and gift card) to a department. This provides better segregation of deposits throughout the system. See drop down menus from the system configuration menu.

Enhanced the Retail Operations Overview: Added a deposit and payments option to the hourly sales and department sales graphs. View sales without deposits or sales with deposits and payments on line of credit accounts.

New Accumulation Reward Option: Specify a custom receipt message for any Reward Program.

New: Email Receipts to Customers: You may now configure the POS to Print, Email or Email and Print your receipt. The system generates a PDF file and attaches the receipt to a classic text email. To chnage the receipt message see System Configuration -> Retail Environment -> Receipt Options Tab.

New PO Send Format: Added a direct E-Mail PDF format. Now you can generate and instantly email your supplier a PDF Purchase Order.

SCUBA Update: Added a service tracking module. Automatically builds service records for any purchased gear that is assigned to a service department category. Add other gear ownership tracking for previously owned or purchased equipement. Attach gear instantly to a service record when creating a work order. Email service reminders to customers with gear nearing service dates.

SCUBA Update: Added a feature to build recurring classes and charters / day trips. Right click a class or day trip to launch the recurrence window.

SCUBA Update: Added more control to the Minumum Deposit amount for classes and Excursions. The system now displays the minimum deposit and allows for the minimum deposit to be auto selected from the quick buttons on the deposit entry page.

New Report Feature: Added a new grouping option for the physical Inventory Worksheet. You may now specify by supplier.

New Closeout Feature: Added a coins per roll display for each coin type when using the Simple Count closeout procedure.

New Cash Drop Feature: Added a new setting to the Retail Environment -> Point of Sale Options for cash drop signaling. You may now specify the default flashing message or a new option for a flashing message with a warning prompt.

New Promotion Tag Feature: The system now displays volume discounts on the promotion tag for products set to the volume discount definition. It will display up to 2 levels of discount pricing.

New Shelf Tag/Product Label Option: The system now saves the tag margin settings.

New Shelf Tag/Product Label Options: Added the ability to choose a large tag style when printing from the document center. This includes showing/hiding the logo, supplier and tag date. Choose full tag/ half tag. Choose from two small tag styles.

Start Shift Option: Added an option in the Retail Environment -> Point of Sale Options to enable a Simple Count or One Count start shift. The new simple count allows an associate to count up by coins/ bills as is available in the Close Shift.

Closeout Option : Added an option in the Retail Environment -> Point of Sale Options to enable a blind closeout. This hides the tracked cash information forcing the associate to enter what is counted and never see the expected cash total.

Security Permissions: Added Tender Check to the security permissions setup.

Coupon Warning: Within System Configuration -> Retail Environment -> Point of Sale Options, the coupon warning message has been expanded from 255 characters to 1000.

Customer Search Enhancement: Added the ability to search for a first name space last name to quickly find a persons full name with a single dual field smart search.

PO Receive Tag Ordering: When the system was set to order tags only when a retail price change occurrred, the tag was still being ordered from a cost change.

SCUBA class and excursion enhancement: Added a customer ticket print out for a roster only signup. This provides a written document for the customer detailing the sign up date, trip or class information and balance due.

Gift Card Enhancement: Added the ability to reload a gift card from the gift card lookup.

EBT Enhancement: Added automatic tax removal of EBT eligible items when using the Ingenico Pin Pad. The cashier no longer has to tax override the items manually.

EBT Fix: When using EBT with the integrated Ingenico Pin Pad, line voided items were not being removed from the EBT amount calculation. In addition, the EBT eligible amount was not adjusted to reflect a lower tender amount based on previous tender or a lower dollar entry for authorization.

New PCI Compliancy Updates: Added a stronger password engine. Storage of passcodes are now AES 256 Bit encrypted and rendered unreadable and unrecoverable.

Added an option to request a full login when accessing the POS. This requires the entry of a user name and password to gain access to the POS cashier Sign In. This feature can be enabled in the terminal level policies and is controlled on a POS station by station basis.

The sign in at the POS now utilizes a POS code rather than the user id for access. This update copied the User ID to the POS code field for transparency, but may be assigned a different value and is recommended to do so. For security purposes, this ensures that a POS code can be changed when compromised without removing or retiring the user account.

SCUBA class and excursion enhancement: Added tracking to the sign up process which includes the name of each signee to the receipt both at the POS and back office transaction journal. In addition, a new double click feature is available to both the excursion roster and class roster showing the details of each payment activity point made.  For example, if a person made three payments on a $200 dollar class one for $10, one for $25 and one for $20 dollars the master roster shows the first transaction and a cumulative balance of $150.  You will be able to double click that roster row and see the individual deposit activity points and their receptive transaction numbers.

Encorp HQ and Client enhancement: Added a new store transfer option. This feature adds or transfers existing inventory to a remote store, updating the QOH at both locations to account for the transfer quantity.