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Software Update Notes: Version 2.7

June 2016

This AXIS™ software update includes a number of great new features, expanded controls, streamlined procedures, improved reports, a variety of behind-the-scenes fixes, and these noteworthy highlights:

• AXIS Portal
• Quick Login
• Clone An Employee
• Age Verification for Product Purchases
• Expanded Bulk Edit Options
• Photos in Customer Records
• Membership Billing Control and Visibility
• Modified Bound Books

• New Range Module Options. including

  • Charges for Range Time Overages
  • Expanded Party Control Feature
  • Smartwaiver Integration

Ready to install the update? Click Here for Self-Install 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:

1. When the software update is available, the AXIS system downloads it to the server and displays a New Version notification message on all machines.

2. 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.

3. For technical assistance, email RTG Support or phone 1-800-547-7120.

System & Store

AXIS Portal

The AXIS Portal window allows the user to view recent messages from AcuSport RTG and use associated tools. If the window contains a message the user has not been shown, the system automatically displays the window when the user logs in to the Data Center application. The user may manually Open the AXIS Portal Window when desired.

Quick Login

The Quick Login feature allows the user to log in to the Register application with a simple PIN code (4-10 characters) rather than having to enter both an employee number and password. (The user may also use this PIN code to unlock the Register application.) When the 2.7 install occurs, this feature will not be automatically activated. If a retailer chooses to activate this feature, ALL users wishing to log in to (or unlock) the Register application will be required to use a PIN code. Refer to the following for more information:

• Activate Quick Login for the Register Application
• Manage an Employee’s Quick Login Credentials
• Log In to the Register Application
• Lock and Unlock the Register Application

User Controls

The following modifications have been made to the Register application's Cash Register screen.

• Click the Party Control button to display the selected customer's Party Control window.

• Click the No Sale button to open the cash drawer, print a "No Sale" receipt, and record this action on the Exception Report screen. Refer to Use the No Sale Button for more information.

• The system displays a Printer Disconnect icon to the right of the Cash Register title when the application cannot connect to the printer.
• The system displays a Pole Display Disconnect icon to the right of the Cash Register title when the application cannot connect to the pole display.
• The system displays a Credit Card Discrepancy icon to the right of the Cash Register title when a PAYware transaction associated with this workstation has not been redeemed in a corresponding AXIS system transaction.
• The screen's History window provides a Credit Card Discrepancies page that displays discrepancies between the AXIS system and credit card provider records.

The following modifications have been made to the Data Center application's ribbon menu.

• The Range Overage Charges button has been added to the Range menu. Click this button to access the Range Overage Charges for Range Lane Use screen.
• The Department Review - Monthly button has been added to the Reports menu. Click this button to access the Department Review - Monthly screen.
• The Exception Report button has been added to the Reports menu. Click this button to access the Exception Report screen.
• The Audit Log button has been removed from the Reports menu. (Audit Log screen functions have been relocated to the System Audit Log screen and PCI Audit Log screen.)
• The Audit button has been added to the Setup menu. Click this button to display a menu of associated options.
• The Audit > PCI Audit Log option has been added to the Setup menu. Click this option to access the PCI Audit Log screen.
• The Audit > System Audit Log option has been added to the Setup menu. Click this option to access the System Audit Log screen. (This option replaces the Audit Log button previously located on the Reports menu.)

Security

The Security Information for (employee) screen has been updated with these modifications to security roles (permissions) and restrictions:

• The AuditLogView role now allows the user to access the PCI Audit Log screen. When the 2.7 install occurs, this role will continue to be assigned as it was prior to the update.

• The NoSale role allows the user to access the No Sale button on the Cash Register screen. When the 2.7 install occurs, this role will be turned off for all users.

• The SetupSystemAuditLog role allows the user to access the System Audit Log screen. When the 2.7 install occurs, this role will be turned off for all users.

Clone An Employee

The Security Information for (employee) screen now allows the user to copy a set of security roles from one employee and assign them to another with the Clone Security From tool. Refer to Select an Employee’s Security Roles for more information.

Updated Audit Options

The new Audit button on the Setup menu displays these new and revised audit log options:

Note: This button is available only if the user has been granted permission to use one or more of the log options.

• The PCI Audit Log screen (previously the Audit Log screen) allows the user to view a record of PCI audits (and other audits that occurred prior to the 2.7 install).

  Note: A user must be granted the AuditLogView permission to view/use this feature.

• The System Audit Log screen allows the user to view a record of login attempts, successful logins and logouts, changes made to Security Management, views of and changes made to the Credit Card Setup screen, and views of the PCI Audit Log screen.

  Note: A user must be granted the SetupSystemAuditLog permission to view/use this feature.

New and Updated Reports

• The Department Review - Monthly screen allows the user to review and print a report showing department-by-department inventory, sales, and KPI (Key Performance Indicator) values for a selected past month.
• The Exception Report screen allows the user to view a record of each use of the No Sale button on the Cash Register screen.
• The Value on Hand Report screen now allows the user to generate a report for present values or for a selected past month.
• The Dashboard screen has been updated as explained: New Gauge Design; Timeframe Display Options for Inventory Turns Range Options; allows the user to select a timeframe display option (Trailing 12 Months, Trailing 6 Months, or Year to Date) for the Inventory Turns section. If a layout is saved, this selection is saved with it.can be saved as part of a layout.

Accounting

The Accounting module now reflects all value changes associated with a firearm return.

Inventory Management

Age Verification for Product Purchases

The Product Edit window now allows the user to assign a minimum age requirement to a product with the Age ID field. Refer to Create and Maintain a Product for more information.

The Product Maintenance screen allows the user to assign the age requirement to an entire group of products (i.e., firearms, ammunition, etc.). Refer to Bulk Edit a Group of Products for more information.

Expanded Bulk Edit Options

The Product Maintenance screen has been updated with the following new Bulk Edit options.

• Set Age Requirement Status
• Set Firearm Status
• Set Stock Item Status
• Set Min/Max Levels
• Set Min/Max Type Status
• Set Product Price Information
• Set Retail Price Adjustment and Rounding

Refer to Bulk Edit a Group of Products for more information.

Inventory Stocktaking

• The Filter section (previously the Select Product Filter section) allows the user to define an Inventory Group.
• The Add Group button (previously the Save Filters button) remains inactive until a filter has been added.

Retail Pricing

The "Retail Price" label has replaced "Price", Regular Price", and "Current Price" in a number of locations.

Purchase Orders

• The Create Purchase Orders screen has been updated with a new Filter section and a redesigned second screen.
• The Consider as On Order checkbox has been added to the Pending Purchase Orders screen and the third screen of the Create Purchase Orders screen. Check a purchase order's Consider as On Order checkbox to include its quantities in the Auto Replenishment batch process. Uncheck the box to exclude the quantities from the process.

Miscellaneous

• Item Descriptions now allows the user to add a tax to a product, even if the product's Item Description includes a word (i.e., deposit, primary, education, class, learning, or freight) that would have prevented doing so previously.
• A Tax type may no longer be deleted if it is assigned to an active transaction (i.e., layaway. special order, work order, suspended transaction, etc.) or sales order.
• Products placed on hold are now reflected in committed quantities until the product is sold or removed from hold.

• Acknowledgment (ACK processing) of a purchase order automatically updates the purchase order's Qty Received and Unit Costvalues for receiving purposes.

  Note: ACK processing will not update values (Qty Received and Received Cost) for firearms and serialized non-firearms.

Customer Transactions

Faster Register Application Login

The Register Quick Login option allows the user to log in to the Register application quickly and easily with a simple entry (PIN) code rather than having to enter employee name and password. Refer to Quick Login for more information.

Photos in Customer Records

The customer database now allows the user to add a customer image (i.e., photograph) to be displayed as part of a customer record. Refer to Create a Customer Record, Set Up and Edit a Customer Record, and Use the Customer Snapshot window as needed for more information.

Expanded Party Control Features

The Party Control window now displays customer information (personal and transactional), provides New Range Module Options (if appropriate), and may be opened with a quick-access Party Control button on the Cash Register screen.

No Sale Button

Prioritized Deposits

The system now applies deposits to a transaction before applying subsequent tender payments and prints a deposit's description on associated receipts.

Corporate House Accounts

The House Account List screen now includes additional columns (Company, Phone, etc.) to accommodate corporate accounts as well as expanded functionality.

Membership Billing Control and Visibility

• The Define Memberships screen (previously the Memberships screen) now allows the user to set the Billing Cycle (number of months between billings) for a membership with recurring billing. When the 2.7 install occurs, all memberships with recurring billing will default to a 1-month Billing Cycle. Refer to Create or Edit a Membership for more information.
• The Member List screen now includes the Status and Amt Due columns. The Status column displays the membership's current status: (Active, Expired, Suspended-Manual, or Suspended-Missed Payment). The Amt Due column displays the total amount the customer currently owes.

Sales Orders from the Web

The Sales Orders and Quotes screen now allows the user to review and edit sales orders from an internet sales portal.

Miscellaneous

• The Register application may be started even if the system cannot connect with a receipt printer and/or pole display.
• The Assign Drawer screen now allows the use of periods (decimals) in the Drawer Amount Issued field.
• A transaction that is suspended after the customer's age has been verified now retains the verification when the transaction is reopened/unsuspended.
• Membership incentives now apply (when appropriate) to firearms placed on layaway.

Firearms & Range

Modified Bound Books

The following modifications have been made to the Firearms Bound Book screen, Gunsmith Bound Book screen, and NFA Bound Book screen:

• The Print Bound Book button has been added. Refer to Print a Bound Book for more information.
• Right-click menu options have been renamed (i.e, Print Bound Book Original 2013-5, etc.), though the functionality of each remains the same.
• Report columns have been updated to reflect revised ATF regulations.

Updated 4473 Controls and Features

• If a customer has a denied 4473 form on file, the system now displays a warning icon on the customer's record whenever it is accessed from any of the following locations:

  • Firearm Sale screen
  • Firearm Trade screen
  • Start Customer 4473 screen
  • Firearm Inventory section of the Cash Register screen's Product Search window.
• The E4473 application now opens in full-screen mode.
• The E4473 application no longer autopopulates fields according to the customer's record.
• The Buyer Edit button has been removed from the Process Customer 4473 screen. This screen no longer allows the user to give the customer an opportunity to revise the submitted 4473 form.
• The All 4473s screen and Denied 4473s screen have been updated with a new format.

New Range Module Options

The Range module has been updated with the following options and controls:

Specified Durations for Range Products

The Range Use Products screen now allows the user to assign a specific duration (length in minutes) to a range product. Refer to Manage Range Use Products for information..

Charges for Range Time Overages

• The Range Overage Charges for Range Lane Use screen allows the user to create and update overage charges that may be associated with range products (blocks of range time) and charged to the range customer who goes over the allotted time. Refer to Manage Range Overage Charges for information on creating charges
• The Range Use Products screen now allows the user to assign an overage charge to a range product. Refer to Manage Range Use Products for information on applying an overage charge to a range product.

Updated Range Control Window

The Range Control window has been updated with new features.

Expanded Party Control Feature

The Party Control window now displays customer information (personal and transactional), provides expanded Range module controls (if appropriate), and may be opened with a quick-access Party Control button on the Cash Register screen,

Smartwaiver Integration

The Range module now allows the user to utilize online waivers with Smartwaiver software. The Smartwaiver software and website allow the user to create, edit, publish, and track an online waiver. The Range module allows the user to review the status of a customer's online waiver in his/her Party Control window and review/print a waiver as needed. Refer to Set Up Smartwaiver Software for the Range Module and Verify a Shooter’s Range Waiver for more information.

Online Integration: Reservations

The Range Setup screen (formerly the Define/Edit Range screen) now allows the user to establish an online booking threshold (maximum number of range minutes a customer may reserve through an online portal). Refer to Manage Range Information for more information.

Online Integration: Deposits

The Range module now allows the user to accept deposits for range reservations through an online portal. The online portal receives the customer's deposit. The Range module reflects this deposit on the customer's Party Control window and Current window (in the Deposits and Range Reservations sections) and allows the user to redeem the deposit from either location.