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POSIM 19 Major Enhancements

  1. Added the ability to adjust the Extended Quantity field on Open Builder when making Kits
  2. Added the ability to automatically apply a reward discount to current invoice total
  3. Cheat sheet displays enrolled and reserved numbers for events
  4. Added Past Due detail to invoice AR pop-up message
  5. Added automatic nightly backups as a default for EVO (needs enabled after upgrade for existing users)
  6. Added the ability to make items and events web-enabled for specific dates only
  7. Added an option to print “Cleanup Lines” version of the picking ticket
  8. Added Contact Merge Utility to merge duplicate customer contact lines

POSIM 19 Changes

Inventory:
  1. Items
    1. Added ability to make mass updates to caselots with import manager
    2. Fixed an issue with bundled events affecting reserved attendee calculation
    3. Fixed an issue where selling an event on layaway would add the customer to both enrolled and reserved
    4. Fixed an issue with components failing to duplicate when duplicating a bundle item would not save the components
    5. Added Web Price column to items search
    6. Added Web Special Price column to items search
    7. Fixed an issue where reversing a transfer with a case lot pulled the single item’s cost value
    8. Fixed an issue where reversing a transfer didn’t correctly reverse Styles, Bundles, Unit Conversion
    9. Fixed an issue where reversing a kit did not retain the same reverse-calculated ratio as the original
    10. Added a third tab to Event notify emails section
    11. Fixed an issue where changing kit quantity would not update kit extended quantity (19.8)
    12. Fixed an issue where price codes based on vendor cost were not calculating correctly (19.12)
    13. Fixed an issue where kit builder was incorrectly rounding the third decimal place (19.15)
    14. Fixed a quantity rounding issue when reversing a closed kit (19.17)
    15. Fixed an issue where the Quick-Add tool was not fully adding UPC for new items (19.22)
    16. Fixed an issue where kit builder was recalculating hand-entered quantity on refresh (19.25)
    17. Incoming multisite transfers now lock the From and To fields (19.25)
  2. Purchasing
    1. Selecting Purchase Orders from a Vendor Card now sorts by most recent Purchase Orders
    2. Fixed an issue where posting a PO to working with it open in multiple places could leave it in Open state
    3. Fixed an issue where Windows permissions could prevent MODA integration from importing item images (19.15)
    4. Fixed an error that occurred when adding selected items from the MODA catalog (19.19)
    5. Fixed an issue where the MODA integration was populating zero in catalog item cost fields (19.20)
  3. Receiving
    1. Added Amount Cancelled field to receiving log and renamed the canceled field to Cancelled Qty
    2. Fixed an issue where the ZD410 printer would print slowly from scan/receive on an RL
    3. Fixed an issue where more labels than requested would print during scan/receive on an RL (19.21)
Sales & A/R:
  1. Customers
    1. Added a button to create an invoice directly from the customer card
    2. Added a warning message when editing a customer contact from invoice
    3. Fixed an issue where caselots with a SKU of 10 characters could not be added to preferred pricing (19.12)
  2. Invoicing & SRO
    1. Fixed an issue where Warn on Insufficient Quantity would trigger on an Item that had a fractional quantity less than one
    2. Fixed an issue where the Email field could not be selected in Tab Order when creating a Customer from an Invoice
    3. Set fixed length for invoice line comments to match the maximum length allowed by invoice printout
    4. Fixed an issue where adding a new serial number to an invoice would cause on hand count to be less than number of available serial numbers
    5. Invoice privileges now apply to SROs
    6. Fixed an issue where item quantity prompt would bypass the insufficient quantity warning
    7. Fixed an issue where auto-loaded events in the cheat sheet could cause it to load slowly
    8. Added links to the Mac and Windows terminal pairing instructions when the unpaired terminal error appeared
    9. Fixed an issue where selling an event on layaway added the customer to both the reserved and enrolled list
    10. Fixed an issue where closed invoices with the same internal ID as open/working invoices could not be printed (19.4)
    11. Fixed an issue where insufficient quantity warning would set ordered and shipped to zero (19.8)
    12. Fixed an issue where the cheat sheet would fail to load if the first tab contained events (19.11)
    13. Fixed an issue where held layways and special orders were not affecting available quantity (19.11)
    14. Fixed an issue where tagalong components defaulted to zero ordered on SROs (19.15)
    15. Fixed an issue where changing the SKU after using Quick Add would not change the SKU on the invoice (19.25)
  3. A/R
    1. Added ability to apply salesperson to Recurring Billing batch lines
    2. Set recurring billing to auto fill salesperson only when left blank (19.8)
    3. Fixed an issue where recurring billing salesperson would appear on closed invoices but not reports (19.12)
    4. Fixed an issue where email mapping did not go through on emailed AR statements (19.12)
Reports & Timeclock:
  1. Reports & Journals
    1. AR Statement Report now sorts Alphabetically
    2. Fixed an issue where the Turn Ratio Report would only show items with Sales

Administration

  1. General Preferences
    1. Added a third Email Default option for Events

General:

  1. Main Windows
    1. Fixed an issue with Wireless Mouse connectivity with POSIM
    2. Added a link to the article on how to connect to the database on the connection error window
    3. Added an Equals criteria to all Advanced search windows
  2. E-Commerce
    1. Added fields Mfg, Vendor Name, and Vendor Cost to be sent up with the Magento Linker
    2. Added Web Weight column to item card advanced search
    3. Longer Shopify invoice IDs no longer halt the linker’s progress
    4. Fixed an issue where Shopify variant items would sync to web with tax unchecked
    5. Fixed an issue where Shopify linker would error on Shopify items with no SKU
    6. Shopify linker no longer removes gift cards when Delete if not Web Item is enabled
    7. Added checks to prevent duplicate row and column labels when creating styles (19.8)
    8. Added more specific Magento and Shopify linker logging (19.8, 19.11)
    9. Updated Shopify to sync inventory with API generated after 7/1/2020 (19.8)
    10. Added Only Refresh Updated Invoices option to Magento linkers to improve invoice sync efficiency (19.11)
Administration:
  1. General Preferences
    1. Added a third Email Default option for Events
    2. POSIM EVO Demo keeps temporary authorization when changing company fields
    3. Updated Island Batik integration with new API info (catalog can pull now, but orders can’t post)
    4. Added integration to Standard Beverage

POSIM – System Requirements & Installation

Click the links below to be taken to our Knowledge Base articles.

System Requirements for Mac

System Requirements for Windows

System Requirements for iPOSIM

Note for iPOSIM Users:

POSIM customers who use iPOSIM as an additional sales tool will need to be aware of the system requirements when upgrading to POSIM 16.

  • POSIM 16 is only compatible with iPOSIM 13+.
  • If POSIM customers are still using iPOSIM 4, then the device must be updated to our most recent release.
  • To update to our most recent release of iPOSIM, users must have an Apple device currently on iOS 9 or newer.
  • iPOSIM 4 will discontinue service on your Apple device if you upgrade to POSIM 16.
  • If you have a device that has not been properly updated and is running on iOS 8 or earlier, you will not be able to upgrade to iPOSIM 13.
  • If you have any questions regarding your Apple device and the compatibility with our iPOSIM software or downloading POSIM 16, please contact a POSIM Professional at 801.546.1616.

POSIM Installation Instructions

Steps to upgrade if your server is on a Mac:

  1. Download POSIM on your Server Machine Only (use the link provided).
  2. Close POSIM on your Server Machine.
  3. When the download is complete, double click on “POSIM_EVO.pkg”
  4. Click: Continue, Continue, Agree, Continue, Install. Then enter the computer password and press “Install Software.” When the installation is complete select “Close”.
  5. POSIM will launch, and prompt you to update your database, click “Ok”.
  6. Type your employee login username and password and then click “Ok”.
  7. A message asking for permission to backup your database will appear. Enter your employee log-in information once more and then click “Ok”.
  8. Select a location to save your backup to, and select “Save”
  9. At this point the database will be backed up and upgraded.
  10. When you see the login screen the update is complete and you can use POSIM like normal.

Steps to upgrade if your server is on a Windows:

  1. Download POSIM on your Server Machine Only (use the link provided)
  2. Close POSIM on the Server Machine.
  3. When the download is complete, double click on “POSIM_EVO.exe”
  4. Click: Next, Accept Agreement, Next, Next, Next and Install.
  5. Launch POSIM. It will ask to update your database, click “OK”
  6. Type your employee login username and password then click “OK”
  7. A message asking for permission to backup your database will appear. Enter your employee log-in information once more and then click “Ok”.
  8. Choose a location on your computer to backup the database then click “Save”
  9. At this point the database will be backed up and upgraded.
  10. When you see the login screen the update is complete and you can use POSIM like normal.

NOTE: Once your server machine is updated, your client machines will automatically be updated on their next launch. Please be aware that this release will require an authorization. When prompted for authorization, simply click “Authorize Online.”

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