Manual

Ability to add notes to dependents

Notes field has been added to display on the dependents tab in Customer Management. When adding a new dependent, the user can add a note, or edit the dependent’s note from the far left side on the dependent tab.

Posted in Customer Module

Jonas Interface

We now have a feature that will enable you to export sales from POSExpress 3 to Jonas accounting software. Please contact our Sales Department for pricing and prerequisite requirements: 800-793-1872.

Posted in Extensions Module

Copying Tier Pricing between categories

Customer who use tiered pricing, or discounting items by Customer Class, can use this feature to copy tiered pricing from one category to many. In the past, if you wanted to set up tiered pricing at the category level, you could do so, but would have to perform the action for every single category. With this new feature, you can set the tiered pricing up for one category, then simply click a button to copy this pricing to any of your other categories.

Posted in Options

Check GC button

There is now an additional access point for checking the balance of a gift card. The original location from the top tool bar is still available. And now, it can be accessed from the GOTO button at the bottom of the sales screen.

Posted in Sales Module

Onscreen PINPAD for manual credit card entry

Feature designed for users with touchscreens that may not have computer keyboards attached due to limited counter space. When you select Manual Entry in the credit card authorization window, and onscreen keyboard will appear to allow the user to enter the card number via the touchscreen monitor.

Posted in Sales Module

Speed enhancements when selling to A CASH ACCOUNT

For facilities that do most sales the Account 0 (A Cash Account). We have enhanced the speed of the software by removing some recalculation logic that only applies to Customer Accounts. The only time these calculations will run now will be when the user selects an actual customer’s account, thus improving the speed of processing sales.

Posted in Sales Module

GC Balance Inquiry receipt

We now have the ability to print a receipt when a customer inquires about the balance on their gift card (when they are not currently making a purchase). Simply use the GoTo button in sales, or select Gift Card Balance from the top tool bar. Enter the card number, and click History to display the Print to Receipt button.

Posted in Sales Module

Add username to add new customer screen

Prior to this option, the user would need to create the customer account, save it, then go back and update the Username. By checking “add new customer username”, the username field will be added right before the firstname field in the Add New Customer screen.

Posted in Customer Module

Automatically open member search for Smartcard sale

This feature was designed to improve the functionality of Smartcard transactions. If the sales option is set to default to A Cash Account (acct 0), choosing a smart card item would warn the user that they needed to first select an account. They would have to dismiss this message before being prompted to select a member. The software will now skip the message, and immediately open the member search window.

Posted in Sales Module

Append GL account number in category dropdown

This feature is to assist the end user when assigning GL accounts to sales categories. In the sales category dropdown, you will now be able to view the account number next to the GL account description.

Posted in Options
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