February 2016
The version 2.6 software update for your AXIS™ system includes a variety of behind-the-scenes fixes, improved screens and reports, and these great new features:
The Customer Sales feature allows the user to review a sales history showing individual items and the customers to whom they were sold. Refer to Customer Sales for more information.
The Dashboard feature allows the user to review a selection of sales results, calculations, and historic comparisons in a customizable display. Refer to Dashboard for more information.
The Sales Orders & Quotes feature allows the user to create, review, and edit quotes and sales orders, print associated documents, complete sales orders for shipping, and review completed sales orders for a selected date range or an individual customer. Refer to Sales Orders and Quotes for more information.
The Software Update feature (installed with version 2.4) allows the system administrator to control when the update is installed, eliminating the need to schedule a remote installation with RTG Support. Here is a brief rundown:
At the desired time, an authorized user can access the Software Versions screen on the server and initiate a system-wide installation.
Note: Refer to Install a Software Update for more information. For an extended look at the entire procedure, view the Installing AXIS Updates video.
For technical assistance, email RTG Support or phone 1-800-547-7120.
The Customer Sales screen allows the user to review a sales history showing individual items and the customers to whom they were sold. This information may be filtered and sorted as needed and exported to an Excel file for use in promotions and Customer Relationship Management (CRM) software.
The Dashboard screen allows the user to quickly review a selection of sales results, calculations, and historic comparisons in a customizable display.
The Sales Orders and Quotes screen allows the user to create quotes and original sales orders, review and modify details, and complete orders for shipping.
The Sales Order History screen allows the user to review a record of completed sales orders for a selected date range.
The Sales Orders for (customer) screen allows the user to review completed sales orders for a selected customer.
The Sales Orders page in the History window in the Register application allows the user to review completed sales orders for a selected customer.
The following reports have been updated to include Sales Order information:
12 Month Sales Report screen, Daily Register Report screen, Serial Report screen, Sales Tax Report screen, Retail Information Report screen, Transaction Item Report screen, Items Sold Report screen, Sales Performance Report screen, Inventory Turns Report screen,
The following modifications have been made to the security roles (permissions) and restrictions on the Security Information for (employee) screen.
The Employee role (previously the Personnel role) allows the user to access the Employee menu. When the 2.6 install occurs, this role will automatically be assigned to users who have been assigned the Personnel role.
The EmployeeSecurity role (previously the Personnel role) allows the user to access the Security Information button on the Employee ribbon menu. When the 2.6 install occurs, this role will automatically be assigned to users who have been assigned the PersonnelSecurity role.
The IMBulkEdit role allows the user to access the Bulk Edit button on the Product Maintenance screen. When the 2.6 install occurs, this role will not be automatically assigned to any users.
The ReportsDashboard role allows the user to access the Dashboard screen. When the 2.6 install occurs, this role will automatically be assigned to users who have been assigned the Reports role. Be sure to unselect the new role for individual users as needed to restrict access to the screen.
The following modifications have been made to the Data Center application's ribbon menu.
When the 2.6 install occurs, the system will automatically locate items having mandatory attributes with null (blank) values and replace these values with the "Undefined" descriptor. This will also be done for auto added items as needed when they are brought into the system.
The Product Maintenance screen has been updated with new Bulk Edit options.
The Required Attr/Desc Mass Define, Bulk Define Attr/Desc, and Mandatory Product Attribute Descriptor Values screens have been removed from the system.
The Case Quantity screen has been updated to automatically adjust the associated QoH, Value on Hand, and Avg Cost values when a case quantity link is created.
Onscreen elements associated with the Auto Replenishment (previously Auto Order) feature have been standardized for consistent naming and intuitive settings (i.e., Y or N). The following screens have been updated to reflect this standardization:
The Tax Types screen has been updated with settings to control rounding behaviors.
The user may now Register a Class Participant on the day of the class.
The Register application now includes these features that allow the user to identify memberships that require renewal and easily renew them for the customer.
The Waiting Period Report screen has been updated with a new format and may now be accessed directly from the Firearms and Reports ribbon menus.
The Notes fields on firearm transaction screens have been reconfigured and renamed to reflect a distinction between incoming and outgoing firearms:
The following screens have been updated to reflect this change:
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