Palace Stock Tracker 3 Changelog

1.8

• [licensing] Update to use new activation server.
• [all] Update to latest code base.
• [checkout] Resurrected separate touchscreen checkout accessible from the login screen.
• Note: Stock Tracker 3 (aka Stock Tracker Retail 2011) official support ended on 31 December 2013.
• Note: Gift Aid is no longer compliant in Stock Tracker 3 (upgrade to 4 or 5 to use Gift Aid).

1.7

• Moved default data root to the local application data folder (applies to new installations only).
• Critical: Added support for Windows Vista/7 virtual store folder (applies to existing installations only). The View Path button will always open the correct data/connection path in the Client Options when using Windows Vista or 7 (32 and 64bit).
• Added new "Connection Properties" window to Client Options and cleaned up the "Connections" list.
• Fixed issues with schedule list order and export in Gift Aid Tracker 2.
• Removed redundant touchscreen checkout (the separate EPOS touchscreen login).
• Made "Enter Item Number" window touchscreen compliant.
• Fixed keyboard shortcuts (i.e. enter/escape) for touchscreen style message boxes and changed many regular message boxes to touchscreen style.

1.6

• Added "Invoice Address Offsets" to the Client Options under the Printing tab. These can be used to line up addresses with window envelopes (only positive values are accepted). The printed invoice layout has been slightly altered to allow for the invoice address to be moved up the page.
• Changed the "item sale price" (used for Gift Aid and other contacts "Donations" tab) calculation method to use the each item's first invoice rather than the most recent. This was causing issues where items were returned and refunded for negative amounts.
• Added "Change Selected Items Status" "clocks" toolbar buttons to each tab in Gift Aid Tracker.
• Added "Change Gift Aid Status" drop down box to the bottom of Change Selected Items Status window (this only appears if the current operator has the "Change Items Gift Aid Status" permission).
• Fixed security in Gift Aid Tracker so that only operators with the "Allow Gift Aid Processing" permission can access any tabs other than the first "Welcome" tab.
• Fixed a bug in the Gift Aid post sale letter generator where the items sale price information was not being included.
• Added "Gift Aid Letter Address Offsets" to the Gift Aid options.
• Added "Accounting Period" (year end) to the Gift Aid options allowing for claims to be automatically broken down into accounting periods.
• Moved all of the Gift Aid options to Gift Aid Tracker (see new "Gift Aid Options" button on the Welcome tab).
• Overhauled Gift Aid batching to provide the information required to fill out the new R68(i) HM Revenue and Customs PDF claim form including automatically breaking donations (sales) down into accounting periods (between year end and the financial year).

1.57

• Fixed a bug where double clicking on the top row in the Payment Methods list in the Invoice Editor was having no effect.
• Fixed a bug in the Invoices List where filtering by payment method while a search was in progress could distort the payments totals.

1.56

• Rewrote the currency handling code across the entire system. This addresses issues with rounding and payments sometimes not tallying with invoices.
• Added thousandths comma separators to all displayed currency values greater than �1,000.
• Fixed "missng column" issue under the "Quick Find" tab in the Contacts Manager.
• Removed the bar graph from the Payment Methods tab in the Invoice Editor. This has been replaced with a summary which clearly states if the payments match the invoice total, are too little (underpaid) or too little (overpaid).
• Fixed column values in the item type picker.
• Removed on screen Session Log. This was used mainly for debugging and support purposes and may be reintroduced as an option (default: OFF) in Stock Tracker 4.

1.55

• Added new Deferred Payments tab to the Invoice Editor to handle the issuing of invoices to be paid at a later date (in part or in full).
• Added contacts credit balances to the results grid in the Contacts Manager.
• Added new Credit tab to the Contacts Manager to display contacts with positive or negative balances.
• Fixed a bug where the Print Receipt window was being displayed twice after issuing refunds.
• Fixed a bug where the Daily Summary was only being printed from the current location regardless of which location was specified.
• Fixed a bug where the Test Now button to test barcode scanners in the Client Options was trying to connect to a database when no database was open.
• Added support for Metrologic Vogager wireless barcode readers with Range Gate (which transmits codes that were stored in the scanner while it was out of range).
• Added Add Item, Scan Items and Remove Selected buttons to the Change Properties for Multiple Items form (Clocks button in the Stock Manager). This feature can now be used to build a custom list of items (either manually or with a barcode scanner) and change their properties simultaneously.

1.54

• Fixed a bug where the "User Level" was not been set when creating new operators and item types. This was preventing item categories from being displayed when adding new items for affected operators. Existing affected operators or item categories (created recently) may need to have their "User Level" set to 1.

1.53

• Added Total Payments under the Payments Summary at the top of the Invoices list.
• Added a red bar which appears at the top of the Invoices List when 1 or more invoices have invalid payment totals (where an invoice's payment method totals are not equal to the invoice total). Affected invoices are shown in red within the list.
• Added a new window which appears when printing a Daily Summary. This allows the date, location and printer to be specified.
• Sorted the Invoices Breakdown within Daily Summary printouts by amount descending (greatest first).

1.52

• Fixed an issue where some new invoices using automatic payment method allocation were missing payment data (upgrading to this version will prevent this from occuring and fix any affected existing invoices). This issue is only present with version 15 databases.
• Added Print Daily Summary toolbar button to the Invoices section. This prints a summary of the selected day's takings at the computer's current location using the receipt printer.
• Slightly altered the mechanics of the checkout so that it is now possible to return to the invoice after viewing the "print options/open drawer" window.
• Added 2 new buttons to the "print options/open drawer" during sale window to proceed with or without booking delivery (this allowed the following "delivery prompt window" to be removed).
• Added Ask Every Time tick box next to the "Regular Printer Name" in the Client Options (default unticked). Tick to to be asked which printer to use each time the printer is used.

1.51

• Added Custom Drop Colours under the Drops tab in the Organisation Options. Enable this feature to show collection, delivery and mixed drops in different colours on the screen in the Deliveries and Collections area.
• Added Use Automatic Payment Method By Default option under the Invoices tab in the Organisation Options. Untick this to force users to specify a payment method each time a new invoice is created.
• Added new Refund buttons to the bottom of existing invoices, use the new Refunds tab in the Organisation Options to enable/disable refunding and set refund options. This new feature generates a partial or full refund invoice based on the current existing invoice. Note that the payment method data is taken (and inverted) from the original invoice regardless of whether or not the entire invoice is refunded so partial refund invoices may need to have their payment methods manually "shrunk to fit" if not set to "automatic".
• Rewrote the way that item statuses are set after selling items. Control over how item statuses are set during sales has been moved to the invoice. Double click each line to control how each item's status will be changed after saving the invoice, status automatically defaults to "sold" (set in Organisation Options -> Defaults) except for refunded items which default to "stock" (set in Organisation Options -> Refunds). This intrinsically allows control over items being refunded as well as sold.
• Moved the Payment Methods Breakdown slightly to the left at the top of the Invoices list making it visible on smaller screens.
• Added Database Version under Client Version on the login screen.
• Added a popup location picker to the login screen which appears on login if no workstation location is set in the Client Options.

1.5

• General Changes:
  • Name changed from "Palace Stock Tracker Retail 2011" to "Palace Stock Tracker 3".
  • Numerous minor bug fixes.
• Client Options:
  • Renamed Selling tab to Selling and Receipt Printing.
  • Added Paper Width for receipt printers under the Selling and Receipt Printing tab.
  • Added Cash Drawer with "Drawer Kick" Connected under the Selling and Receipt Printing tab (tick this on each computer to enable cash drawer opening).
• Invoices and Receipts:
  • Added new Payment Methods tab in the Invoice Editor to enter how each invoice is paid using the payment grid, a bar chart is provided to the right for visual reference and the invoice's payment summary is displayed above the Invoice Total. The default behaviour is automatic using whichever default method of payment is setup for the database (normally Cash). Untick the Automatic Payment Method box to manually specify another payment method. Any combination of payment methods is supported, configure payment methods in new Payment Methods section and under Invoices in Organisation Options within the Administration area.
  • Added Include Invoices Using Payment Method filter to the Invoices area.
  • Added Payment Methods Breakdown to the Invoices area. Also added 2 new tabs at the bottom with CSV exportable payment methods totals and a payment methods bar chart respectively.
  • Added payment method breakdown to printed invoice. This feature can be switched on or off under Invoices in Organisation Options within the Administration area.
  • Added payment method breakdown to printed receipts. This cannot be switched off (if this is a problem call us and we will add an option for the next release).
  • Added new operator permission to disallow the editing of existing invoices (the default setting is "allowed").
• Checkout:
  • Added cash drawer kick support (allowing for a cash drawer with "draw kick" or "DK" to be connected to a receipt printer). If you intend to use a cash drawer with Stock Tracker please ensure that Cash Drawer with "Drawer Kick" Connected is ticked in the Client Options for each machine with access to the drawer(s).
  • Added an Open Cash Drawer button to the checkout. This button allows the drawer to be opened on demand and is intended for supervisors. A new operator permission "Open Cash Drawer On Demand" controls whether or not this button is displayed.
  • Overhauled the Print Invoice and Receipt window (this appears during each sale after creating the invoice). The window now displays the total due (including a payment method breakdown summary), print invoice/receipt options and an Open Cash Drawer button. The Open Cash Drawer button is only visible if a payment method was used which is configured to open the drawer (see Administration area -> Payment Methods) and the current operator has the Open Cash Drawer On Sale permission enabled. As the method of payment is setup in the invoice prior to this window being displayed it is necessary to ask the customer how they are going to pay before committing the sale and allowing the drawer to be opened.
  • Note: There is currently no way of specifiying payment methods (other than using the default method) in the Touchscreen version of the Checkout.
• Security:
  • Added Allow, Editing and Deletion of Day Notes operator permission (this was missing).
  • Added Allow Editing of Existing Invoices operator permission (see above).
  • Added Allow Open Cash Drawer On Sale operator permission (see above).
  • Added Allow Open Cash Drawer On Demand operator permission (see above).
  • Added User Level numeric value for each operator. This can be used to prevent operators from creating (or duplicating) items within a certain category. A new Visible User Level field has been added for each category in the Item Categories section, if the value is greater than the current operator's user level then no new items can be created within that category by the current operator. All values are set to 1 by default, simply change the values to enable this feature.
  • The duplication of items is now recorded within the operator logs.

1.42

• Added new Session Activity Log section, this on-screen log displays activity since the last login.
• Added Parter, Separated and Widowed to Marital Status list in under Demographics in the Contact Editor.
• Fixed a bug where newly created contacts gift aid statuses may not have been set correctly in all cases.
• Fixed a bug in the Stock Manager where the text search as not searching item model numbers.

1.41

• Added 2 additional Benefits fields to the Demographics tab under contacts.
• Added Database Version to the About box.

1.4

• Added new Demographics tab to contacts. Use the new editors in the Administration area to customise the Countries, Ethnicities, Benefits and Agencies lists.

1.36

• Added item_price_net, item_price_tax and item_price_gross tags to the label template editor allowing for item prices to be broken down and/or always displayed including VAT.
• Updated caption above the Search box in the Stock Manager to make it clear that item model and serial numbers can be searched.
• The cursor will always appear within the Item Number box when switching to the Stock Manager (provided that the All Items tab is active).
• The Day Note box in Deliveries and Collections has been made larger, the font size has also been increased.

1.35

• Added donor number after Gift Aid Donor text in address boxes.
• Added Invoices Breakdown in the Invoices area which breaks down all of the currently listed invoices by top-level category and free text lines/services.
• Added graphs for both invoice totals and invoice breakdowns in the Invoices area.
• The quick find address data no longer clears on logout meaning that this data no longer reloads after switching operators.
• Fixed tab ordering in Contact Editor.
• Fixed tab ordering in Item Editor.
• Added Location drop down box to Invoice Editor.

1.34

• Fixed bug with day of week check boxes under the Advanced tab within Invoices.
• Fixed bug where items could be saved with an empty (null) weight which was causing problems within Devlieries and Collections. Whenever an item is saved with an empty weight it is now set to zero.

1.33

• Added contact type to printed drop lists and altered cell padding to fit more drops per page.

1.32

• Moved Van Name and Type along to the right in the Drops List due to popular demand.

1.31

• Added Merge Documents button to Attachments Editor.
• Added Fix Titles button to Attachments Editor, this fixes the names of all files in the selected document restoring page numbering (scanned files) or original source filenames (attached files).
• When a contact's Gift Aid Donor Type is set to "Yes", all items donated by that contact within the last 90 days are now Gift Aided automatically (note that turning off Gift Aid for a contact will not cancel Gift Aid on their items - this has to be done manually by a supervisor as before).

1.3

• Added Sale Price column to Donations tab under each contact.
• Added Tax Behaviour, Cost Price and Cost Price Tax Behaviour to the Item Types editor, these values filter down to new items when they are created.
• Added new price columns to Reporting Data Exporter showing tax breakdown of cost and item prices.
• Added Max Item Name Length to Organisation Options\Items. Set to a value that is greater than zero to enfore a maximum length for item names (default is zero/not enforced).
• Added an icon to each tab in the Contact Editor.
• Fixed Print List in the Stock Manager (data is now printed in the correct columns).
• Added Select All and Print Selected Invoices to the Invoices List (multiple invoices can now be selected and printed collectively).
• Added Item Label Template to the Connections List in the Client Options allowing each client workstation to print different types of the labels (the default setting is "Follow Server Default").
• Rewrote the Attachments Manager to support multiple page/file attachments.
• Added attachments to drops for scanning in past job sheets (click the new Attachments icon in the Deliveries and Collections section to view attachments for each day).
• Fixed a bug with the [items_bullets] and [items_bullets_detailed] tags in the Gift Aid letter generator.
• Minor change to boxes order under Item Specifics tab in the Item Editor.
• Added new Gift Aid Type drop down box under contacts. This replaces the Gift Aid Donor tick box and allows one of a number of Gift Aid types to be set for each contact. This includes the new Call Back type which has it's own tab in the Contacts Manager allowing a member of staff to call all potential Gift Aid donors in one go (to use this, staff must set the status to "Call Back" when each donation is made).
• Added Set Gift Aid Status button under the Donations tab in the Contact Editor allowing the Gift Aid status of all of the donor's selected items to be changed in one click.

1.22

• Renamed the Change Status and/or Location of Selcted Item(s) in the Stock Manager to Change Properties of Selected Item(s) and added the ability to change each items's type, name, weight and price.
• Added contact type to Drops List.
• Moved Van Name to the second column in the Drops List (it is now Date/Van/Time Slot).
• Changed the printed drop sheets header to make more space for drops and accomodate a new Driver box.

1.21

• Added View Address on Map button to Contacts Manager.
• Added new View Directions to Address buttons to Contacts Manager, Contact editor and Deliveries and Collections toolbars. To set different source post codes for each site location enter a post code for each location in the Site Locations editor.
• Made Day Note box bigger in Deliveries and Collections and addded a vertical scroll bar. The box used to enter text in the Day Note editor has also been adjusted accordingly.
• Added new Print Summary button to contact editor.
• Added new Only Show Gift Aid Donors checkboxes to List and Search tabs in the Contacts Manager.
• When the Member box is ticked within a contact, the Valid From date is now automatically set to today and the Valid To date is set to 6 months in the future. Use the new Member tab in the Organisation Options to change the default number of months from 6.
• Added new weekdays checkboxes under the Advanced tab in the Invoices section so that performance can be viewed by the day of the week.
• Added new Line Description box to Advanced tab in the Invoices section. This is a free text drop down box supporting autocomplete which is pre-loaded with all services and item type names.

1.2

• Added the ability to link items together using batches. A new Batch tab has been added to the Stock Manager along with new batch related toolbar buttons in both the Stock Manager and Drop Editor.
• Overhauled item label code allowing to custom labels of any size to be created from with the Database Administration area (see the new Item Label Templates section in the Administration Area).
• Added Use Dual Pricing option within the Items tab in the Organisation Options.  When enabled a second price box appears when editing items (use the [item_price2] label macro to print to labels).  The checkout will use the normal price so the second price will have to be entered manually when selling.
• Addded new Membership in Contact Editor allowing contacts to be flagged as members. Each member can have a member number, valid from date and valid to date.
• Moved the Credit tab in the Contact Editor to the left (before Donations, Invoices and Drops).
• Added a new Member tab to the Contacts section to find members by either Member Number or using the supplied all, active, expired and expiring buttons. Member information has also been added to the results grid (excludes QuickFind results).
• Fixed a bug in the Contacts section where not entering a Contact/Donor and pressing Find was producing an error.
• Added View Last Added Item button to Stock Manager.
• Added View Last Added Contact button to Contacts Manager.
• Fixed a bug which was preventing some operators from resuming their sessions after using the Lock feature.
• Fixed Phone search not returning any results within Drops Search tab.
• Removed Discard Items button from Checkout.
• Blank price, cost price and parts count fields are now validated on save within the Item Editor.
• Added Model Number field to items.
• Changed header on printed drop sheets making the van name and time much more clear.
• Added the date and time of printing to the top of printed drop sheets.
• Rewrote the Gift Aid post sale letter generator and added new macros to make customisation easier and more flexible in the Organisation Options.
• Made the Gift Aid Declaration Required reminder on drop sheets optional (default off).
• Added options to force contact names, addresses and/or post codes to be entered in upper case. These options can be found in the Organisation Options under the Other tab.
• Added Sale Price column to Gift Aid Tracker.
• Added totals summary (including Potential Gift Aid Income) to Gift Aid Tracker.
• Renamed Reporting section to Reporting Data Exporter.

1.1

• New look and easier to operate checkout added to both main and EPOS areas.
• The invoice list now refeshes each time the "Invoices" section is opened.
• The Gift Aid Tracker post-sale letter wait period has been changed to 21 days.
• Added "Move Drops" toolbar button in Drop Editor to reassign all selected drops to another date, van or drop slot.
• Added optional default locations for collected and all other items in the Server Options.

1.02

• Fixed a "build" error which was causing issues with invoice rendering and suggesting the wrong status for sold items.
    Some object linker files had incorrect timestamps that caused a compiler problem which was specific to the Release build.
• Improvements to licence activation system.
• Made the progress bar shown when loading the quick find address data stay on top of other windows.
• Added most recent invoice number next to each delivery item in printed drop lists (job sheets).
• Added icons to Save Invoice button's drop down menu.
• Improved the design of the information bars along the top of most windows.
• Fixed item statuses appearing in wrong column in drops after changing the status of multiple items via the toolbar.
• Added View Item button to invoice line editor.
• Added Drops tab to Contact Editor window.
• Fixed CSV export buttons in Contact Editor.
• Added day of week and month name (short format) to "Drop Date" columns on all on-screen drop lists.

1.01

• Job summary in drop date/van/slot picker is now a different colour from the main drops screen to help avoid confusion.
• Added print drop down menu to Save button in invoices editor.
• Fixed tab ordering on Edit Credit Transaction form.
• Added "Sell items now?" confirmation after pressing Register Sale in EPOS touchscreen area.
• Fixed EPOS touchscreen title bar text licence status.
• Fixed problem displaying correct status in drop lists after editing items.

1.0

• Drops search van and time slot filters now default to "(all)".
• Fixed column widths in printed invoice lists.
• Fixed item status in drop lists not being refreshed after editing each item.
• The Print Collection Labels toolbar button now print items for the selected drops by default (drop down the menu to print labels for all drops).
• Fixed icons on Print Drops List and Print Collection Labels toolbar button menus.
• Removed Default Location from Server Options and made software now use the current computer's site location for newly created items.
• Fixed Change Site Location button in Client Options always using top entry in list even if another connection is selected.
• Renamed Change Location button in Client Options to Change Site Location.

Beta 2

• Fixed a bug where drops where no longer visible in the "Job Slots" tab after their slot was changed.
• Added a range of new options in the drops "Search" tab.
• Fixed tab ordering within the "Edit Van" form.
• Fixed a bug where the quick find address data was no reloading after having logged out.
• Enabled "Allow Edit Address" for "Default" in by default (within new or converted databases).
• Added "Add Contact at Selected Address" button to address picker allowing for similar addresses to be added with little typing.
• Added the "Invert" checkbox next to "Site Location" in invoices search allowing the listing of invoices from all except the selected location.
• Updated icon.

Beta 1

Initial release.