Build Enhancements
UPOS Pro Series 6.5 Build 2500
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Password Protection on Line Item Voids: Voiding a line item is password protected.
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Item Selection Expanded: You may enter a UPC, Barcode and/or Product ID that has been assigned to an item in most ACCPAC Transaction and Maintenance screens.
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Change Indicator: The change and the number of each currency denomination to be returned to the customer is displayed after each transaction that has change greater than zero.
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Special Orders: You may enter special orders in Ticket Entry.
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UPOS Touch Screen: UPOS has designed a screen that has been optimized for use with touch screens. Additional features include: multiple credit/debit card authorizations for a single ticket, currency calculator/selector, automatic customer number generation when adding new customer, and item price checks.
UPOS Pro Series 6.0 Build 2101
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Check Verifications: Check payment types may be verified in UPOS through IC Verify. Currently, UPOS is following the required format for NDC Check Services. Checks may be verified using either MICR or manually entering the driver's license information.
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Debit Cards: Debit cards are now fully integrated in UPOS.
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Check Validation: Validate check payment types by printing up to 9 lines (includes invoice number, amount, and the salesperson) on the back of the check. The number of lines that may be printed is dependent on the receipt printer.
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Printing Credit Card Numbers: The option to print only the last four numbers of a customer's credit card on receipt slips or payment forms.
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Credit Card Fraud Check: The last four numbers displayed on a credit card may be verified against the last four numbers from the swiped credit card.
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Reconcile Option: You may designate whether payment types should be reconciled in Payment Type Maintenance. Any payment type that has the Reconcile flag set to Y will be reconciled in Cash Drawer Reconciliation.
UPOS Pro Series 6.0 Build 2100.03-2
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Check Verification(Available in Build 2100.03-2 Only) : Checks may be verified in UPOS through IC Verify. Currently, UPOS is following the required format for NDC Check Services. Checks may be verified using either a MICR or manually entering the driver's license information.
UPOS Pro Series 6.0 Build 2100
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Gift Certificates: Gift Certificates sold and redeemed in UPOS may be fully tracked.
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Void Ticket: Transactions entered through UPOS may be completely reversed through the Void Ticket Function.
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Apply Payment to Multiple Invoices: A single payment may be distributed and applied to multiple invoices in UPOS Payment Entry.
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Payments for Deposit and New GL Default Deposit Account: A sixth account has been added to the Default GL Accounts Receivable Change Setup Information. This account is used when payments are collected as a deposit in either ACCPAC's Enter Cash Receipts or UPOS Payment Entry.
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Multi-Merchant ID: A multi-merchant ID may be assigned in Accounts Receivable Change Setup Information if your company uses more than one merchant ID to process credit card transactions.
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Currency Calculators: Clerks may now access a currency calculator to count the currency in their drawer during reconciliation.
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Z-Summary Totals: Running totals summarizing UPOS transaction activity for a drawer are stored and printed on the Reconciliation Report. The Z-Summary contains the total amounts of each payment type received by the drawer, as well as total sales, sales on account, sales tax, returns, returns on account, discounts, and voided transactions.
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Print Reconciliation Report to a Receipt Printer: A 40-column reconciliation report has been added so that the Reconciliation Report may be printed to a receipt printer.
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Payment Detail Report: The Payment Detail Report contains detail information for each payment type (such as invoice number, check number , and credit card number, etc.) received into the drawer since the last time the drawer was reconciled.
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Customize UPOS Screens: The visibility of function buttons at the top of the UPOS Screens may be defined in Accounts Receivable Setup Information (POS Screen).
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Printing Enhancements for Return and Tax Exempt Transactions: A specific ACCPAC comment may be designated to print on a ticket for UPOS transactions that have return line items or tax exempt customers.
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Cash Receipts Register and Invoice Register: Print or view ACCPAC's Cash Receipts Register and Invoice Register for a specific UPOS register or drawer.
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Receipt Printing Enhancements: Tickets (Styles 1-4 ) are now printed to a Windows-defined printer.
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Multi-Currency Available in Non-AR and Non-SO Modules: Allows a company to have both multi-currency and UPOS with multi-currency functions limited to non-AR and non-SO modules.
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Changes to Class Sales Report: The Class Sales Report now includes sales from both ACCPAC and UPOS. Also, the calculation of Net Sales now reflects any sales discounts.
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Invoice Printing Settings: You may designate the invoice printing settings (i.e. number of copies, basic/detail, summarize shipping, packing slip, etc.) for invoices printed in UPOS. Changes to ACCPAC's invoice printing settings no longer affect invoices printed in UPOS. To determine the current invoice printing settings for UPOS, set Show Invoice Print Prompts in AR Setup Information (POS Settings) to Y. Also, if you do not want the Payment Form to be printed, set the number of copies in the Invoice Payment Form Option Grid to zero.
UPOS Pro Series 5.0 Build 709
- Invoice Printing Settings:
UPOS Pro Series 5.0 Build 708
- Print Barcodes from Purchase Order Receipts: You now have the ability to print inventory barcode labels when receiving inventory from purchase orders.
- Batch Barcode Printing Performance: Batch barcode printing, as well ACCPAC inventory labels, is processed with more speed.
- Password Restrictions for UPOS Functions: You now have the ability to restrict the use of certain UPOS functions (such as editing the price, discount, tax status, etc.) in both ticket and payment entry.
- Further Integration with IC Verify: UPOS is now passing the invoice tax amount to IC Verify for purchase card authorizations.
- Entering Manual Authorization Numbers: You may enter a manual authorization number if you have already pre-authorized the credit card.
- Maximum Tendered Amounts: You may assign a maximum amount that may be received per transaction to a specific tender type. This can be overridden by an authorized password.
- Include UPOS Payments in Bank Reconciliation: Flag specific payment types, other than cash and checks, that you want include on your Accounts Payable Bank Reconciliation.
- Forced Invoice Comment: You may assign a specific comment to automatically print on invoices without going through the cumbersome prompts.
- UPOS Payment Information Printed on Invoice: A new invoice form has been add which prints the payment information for transactions done in Ticket and Payment Entry.
- Credit Card Slip Printing: The credit card slip now prints before a ticket or invoice.
- Blind Drawer Reconciliation: Provides the ability to do a blind drawer reconciliation, which prevents the operator from viewing the offages and drawer balances calculated by the system. The offages and drawer balances calculated by the system can be viewed by referring to the Drawer Reconciliation Report.
- New Merchant ID in Payment Type Maintenance: You may assign a specific Merchant ID to a payment type. This Merchant ID will override the Merchant ID in AR Setup Information and is printed on the credit card slip.
- Payment Discount Calculated: In Payment Entry, the payment and payment discount will automatically be calculated based on the invoice terms.
- Contained Within Item Description Lookups: You now have the ability to lookup an item based on any portion of its description.
- Easier Access to Ticket Entry: The program remembers the last register, drawer and salesperson used to start Ticket Entry in the current session. When the user enters Ticket Entry, the register, drawer and salesperson are defaulted so that the user simply saves the screen to move on to Ticket Entry.
- Stop on Quantity/Price: The Stop on Quantity switch in AR Setup Information has been expanded to include both quantity and price.
- Temporary Allocations on Held Tickets: The temporary allocations for held tickets are preserved when the recalculate file balance program is run.
- Inventory Control Setup Screens: The second Inventory Control Setup screen has been altered to include only the UPOS settings when a company is not using multiple locations.
UPOS Pro Series 5.0 Build 70
7- Pre-authorization Code: The ability to enter manually a pre-authorization code for credit card transactions in UPOS.
- On-Line Help.
- AR Change Setup Information: The ability to print multiple copies of receipt slips (AR Change Setup Information).
- Register Maintenance: Auto-cut receipt printers may be used by assigning the appropriate cut off command in Register Maintenance (use the Terminate Code)
- Ticket Style 4: New Ticket Style 4 formatted for 80-columns with page breaks.
UPOS Pro Series 5.0 Build 706
- Visual FoxPro Label Forms: Visual FoxPro label forms using dBest barcode fonts are now used to print barcode labels rather than the LabelRIGHT software.
- Inventory Control: Barcode label forms may be modified from the Inventory Control Print menu.
- Receipt Printing Method: The receipt printing method has been changed to eliminate system crashes.
- Ticket or Payment Entry: The END key may be activated to reprint the receipt or credit card slips from the last saved transaction in Ticket or Payment Entry.
- Accounts Receivable Print Menu: Receipt or credit card slips may be reprinted from Accounts Receivable Print menu.
UPOS VP10 Build 111
- Multi-Merchant ID: A multi-merchant ID may be assigned in Accounts Receivable Change Setup Information if your company uses more than one merchant ID to process credit card transactions.
- Print Reconciliation Report on a Receipt Printer: A 40-column Reconciliation Report has been added that may be printed on a receipt printer. Also, the Check Detail and Credit Card Detail Reports may also be printed on a receipt printer.
- Changes to Class Sales Report: The Class Sales Report now includes sales from both ACCPAC and UPOS. Also, the calculation of Net Sales now reflects any sales discounts.
- New Open Sales Report: The Open Sales Report includes open invoices that have been entered in UPOS and/or ACCPAC.
- Print Barcodes from Purchase Order Receipts: You now have the ability to print inventory barcode labels when receiving inventory from purchase orders.
- Entering Manual Authorization Numbers: You may enter a manual authorization number if you have already pre-authorized the credit card.
- Maximum Tendered Amounts: You may assign a maximum amount that may be received per transaction to a specific tender type. This can be overridden by an authorized password.
- Include UPOS Payments in Bank Reconciliation: Flag specific payment types, other than cash and checks, that you want to include on your Accounts Payable Bank Reconciliation.
- New Packing Slip and Vat Forms: UPOS has added a Standard Laser Pre-Printed Packing Slip and VAT Form.
- Ticket Entry Invoice Forms: Invoice forms printed from within ticket entry now print from a Windows Report Form (modifiable from the Point of Sale Files sub menu) to a Windows defined printer.
- UPOS Currency Calculator: Cashiers may now access a currency calculator to count the currency in their drawer during reconciliation.
- UPOS Supports Serial Receipt Printers:
- Credit Card Slip Printing:
- Expand Sessions Statistics: After each session of Enter Tickets, the total returns, returns on credit, change returned, gift certificates sold and gift certificates redeemed which occurred in that session are displayed. After each session of Enter Cash Receipts, the total change returned and payments on credit which occurred in that sessions are displayed. These accumulate totals are then reported on the drawer reconciliation report in a new "Z" Summary section.
- Merchant ID Length Expanded: The Merchant ID that is printed on credit card slips has been expanded from 12 to 16 characters.
- New Apparel Barcode Label: A new barcode label format has been added designed specifically for apparel labels printed on a Barcode Blaster.
- Gift Certificates: Enables you to track gift certificates that have been sold or redeemed.
- Void Ticket: Enables you to reverse ticket transactions entered through UPOS.
- Purchase Cards Support: UPOS now passes additional information to IC Verify for the processing of purchase cards.
- New Ticket Style: Ticket Style 4 allows you to print tickets that are 80 columns wide.
- Receipt Printer Auto Cut: Allows you to pass commands to your receipt printer before and after a ticket has printed. Enter the appropriate initialization and termination codes in Register Maintenance. This feature is helpful if your receipt printer has the ability to automatically cut the receipt slip.
- Ticket Copies: Allows you to set the number of receipt copies to be printed for each transaction. You may also designate particular registers to display a prompt before printing the next receipt copy. NOTE: The Reprint Ticket switch in Setup Information only prints one copy.
- Invoice Comment on Receipts: Before you could only add an invoice comment if you were printing 8 ½ x 11-inch invoices. Now you may also add an invoice comment if you are printing receipts. The invoice comment will print on the receipt along with the ticket comment. The invoice comment is saved with the transaction.
- Cash Receipts Entry Printing Change: An 80-column receipt is printed in Enter Cash Receipts if your only printer is an invoice printer (Ticket/Invoice Printing is set to I in Change Setup Information).
- Print Individual Merchant Numbers: You may assign a merchant number to each credit card payment type in Payment Maintenance. This merchant number will be printed on the credit card slip. If there is not merchant number assigned to the credit card, then the system will use the Merchant Number in Setup Information.
- Print Customer’s Address and Phone Number: Allows you to print the customer’s address, phone number or both the address and phone number on a receipt or credit card slip.
- Partial Item Lookup: Enables you to look up an item in Ticket Entry by entering any portion of the item’s description.
- Partial Customer Lookup: Enables you to look up a customer by entering a portion of the company name. The system searches for company names that begin with the segment you entered. If the search is unsuccessful, the system will prompt for a contained within lookup. The contained within lookup will search for all company names which contain the segment you entered.
- Blind Drawer Reconciliation: Provides the ability to do a blind drawer reconciliation that prevents the operator from viewing the offages and drawer balances calculated by the system. The offages and drawer balances calculated by the system can be viewed by referring to the Drawer Reconciliation Report.
- Header Validation for Held Tickets: If you recall a held ticket, the system will display the header information for the held ticket if the Confirm Data Entry switch in Setup Information is set to Yes.
- Display Item Cost: Provides the ability to display an item’s cost during the item inquiry function in Ticket Entry.
- Register Summary Report: Information in the Register Summary Report may be based on the register and the drawer.
