Version 7.4.3 - 12/03/09
Daily Book
- A
Dashboard feature is now available that presents critical business
information in an easy-to-read display featuring gauges and graphs.
This is
accessed from the main CDB window. Selected reports are available when
graphs are double-clicked. To set up and maintain this feature, on the Setup
menu, click Dashboard.
- Access to the Cash Over/Short display can now be restricted based on user level.
The default level is Bookkeeper. On the Setup menu, click Users/Restrictions > the
"Users/Restrictions" tab.
- Access to every tab in CDBWin Settings can now be restricted based on user level. The
default level is Setup. On the Setup menu, click Users/Restrictions > the
"Users/Restrictions" tab.
- Access
to individual Shift and Month-to-Date (MTD) reports can now be restricted
based on user level. On the Setup menu, click Users/Restrictions
> the "User Restrictions" tab.
- Users
can no longer end a shift in the future relative to the computer's system
clock. When such an attempt is made, CDBWin prompts the user to either
change the header date/time or the system clock.
- The
Site Weekly Profit Margin report now includes a YTD Begin Date text
box to ensure that year-to-date comparisons across sites (as displayed in
the YTD Site Totals column) use a common date range. On the Reports
menu, click Daily Book > Site Weekly Profit Margin.
- Users
can now edit site "numbers"-which are actually alphanumeric identifiers-to
make them more explicit in the user's business context. On the Start
menu, click Programs > SSCS > CDBWin Admin >
CDB Site Setup and Restore.
- Access
to Site Setup and Restore can now be restricted based on user level. On
the Setup menu, click User/Restrictions > the "User
Restrictions" tab.
- More
uniformity across POS systems has been added to the calculation of sales
variances based on non-re-settable grand totals (NRGT). This is because
certain POS-specific exceptions are now removed.
Accounts Payable
- In
the New Paidout and New Payment windows, when the presses F6 in the Vendor
ID combo box to display a list of Vendor IDs, that list can now be
sorted by a variety of criteria. On the Daily Work menu, click Purchases/Payables
> New Paidout or New Payment.
Accounts Receivable
- A/R
Register/Statements can now be filtered by showing customers With a
Balance Due, With any Balance or Activity or All Statement
Customers. On the Reports menu, click Accounts Receivable
> A/R Register/Statements.
- In
the Collection window, when the user presses F6 in the Cust ID
combo box to display a list of existing Customer IDs, that list can now be
sorted by a variety of criteria. On the Daily Work menu, click Sales/Receivables
> New Collection.
- Certain
POS-specific calculations are removed from the Sales Variance calculation
for POS systems where they do not apply.
Commission
- Commission
structures can now be copied from one employee to another to save time. On
the Setup menu, click Employee > open an employee record
> Edit > Copy Commissions From.
Fuel Manager
- The Site
Inventory Summary report now includes a Totals row, for each date
interval, for reported figures. On the Reports menu, click Fuel
Manager > Site Inventory Summary.
- The Daily
Grade Sales report now includes an option to display Gross Profit, which can be displayed as a Dashboard option, if desired. On the Reports
menu, click Fuel Manager > Daily Grade Sales.
Inventory
- Additional
room for Zone names and Site names is accommodated on the Zone report. On
the Setup menu, click CDBWin Settings > the "Zones" tab
> View/Print.
- You may not want certain items, such as vendor packs with unique
PLUs/U.P.C.'s, to be sent to the point-of-sale (POS). If this is the case,
select this check box. If the item exists currently in the POS, a delete
command will be sent to the POS to prevent the item from being further
sold. For Expense items the check box is automatically selected and may not be cleared.
- The user can now filter by Item Group on the following Inventory-related reports:
Inventory: Value, Inventory: Store, Inventory: Movement, Inventory: Adjustment, Inventory: Sales/Purchases, Inventory: Overstocked, Inventory: Line Items, and Inventory: Buydowns/Rebates. On the Reports menu, click Items/Inventory.
- The user can now filter by Item Group in the Item Adjustment window. On the Setup menu,
click Inventory > Item Adjustment.
- A Critical Inventory feature is now available that allows users to define a
set of inventory items for the purposes of monitoring variances between
book and physical inventory amounts. A printed form for recording shelf
counts and a printed record of variances is provided. A Critical Inventory
set is site-specific, but once created can be copied over easily to other
sites and zones. On the Daily Work menu, click Critical
Inventory.
- To save time you can
create a Critical Inventory set in the Item Adjustment window. On the Setup
menu, click Inventory
> Item Adjustment > define Critical Inventory set > Critical
Inventory > Update Setup Values > select items > Apply.
Post2CDB
- For RX-Poll (Version 1.0)
Posting for RX-Poll now supports Level mapping.
- For VS-Poll (Version 2.0.4.1)
- Posting for VS-Poll now supports posting of the following trend
data: No
Sales Count, Voids Value and Voids Count.
- Tank
Monitor movement can now be viewed in the Sales Viewer. On the File
menu, click View > Sales.
Version 7.4.2 - 12/23/08
Daily Book
- Added the ability to copy existing Item Groups to other sites and zones. On the
Setup menu, click Inventory > Item Groups > Copy to Sites.
- Added the ability to copy existing multi-item promotions to other sites and zones. On the
Setup menu, click Inventory > Promotions > Copy to Sites.
- The Verify Deposits window can now be filtered as follows:
- Book/Batch Date:
Select Book Date to base the display of deposits on the shift header date the deposit was added. For
Corporate setups this is the date the deposit was Auto Transferred into headquarters from a non-headquarters site.
Select Batch Date to base the display of deposits on the deposit's user-editable date when it is added in a
non-headquarters site through the Current Assets Additions feature.
- An ending date box now allows users to limit transaction records up to a specific date. On the
Daily Work menu, click Current Assets > Verify Deposits > select a Deposit type.
To see these new filters, on the
Daily Work menu, click Current Assets > Verify Deposits > select a Deposit type.
- The Current Assets Deposit Detail report can now be sorted by Book Date and Batch Date. On the
Reports menu, click Daily Book > Current Assets >
Deposit Detail.
CAO
- Added FTP option for sending orders in ASCII format, where previously only binary format
was supported. On the Daily Work menu, click Purchases/Payables > CAO Trans. >
the "CAO" tab > select
FTP as Send Method > the "FTP Setup" tab.
- Added option for sending FTP orders in either Passive or Active Mode. On the
Daily Work menu, click Purchases/Payables > CAO Trans. > the "CAO" tab > select
FTP as Send Method > the "FTP Setup" tab.
Inventory
- For direct store deliveries (DSDs), a user now can print a set of bar code labels if
the transaction has been marked Save Scan Items/Sort Order in the HDP Application
(version 6.0.3.4 or later). A set of bar codes so marked will print in the order the items
were scanned.
In the HDP Application: Select a DSD, then, on the File menu, highlight
Save Scan Items/Sort
Order.
In CDBWin: Select the Use Saved HDP Scan Items/Sort Order check box in
the Barcodes report filter window. On the Reports menu, click Items/Inventory
> Barcodes. Only the last transaction marked Save Scan Items Sort Order in the HDP
Application will print.
- Support for printing bar codes on KinaneCo 30, KinaneCo 40 and KinaneCo 60
laser label forms is now available. On the Reports menu, click
Items/Inventory > Barcodes.
- The Barcodes report can now be filtered
by Item Group ID. On the Reports menu, click Items/Inventory
> Barcodes.
- New report. The Promotion Sales report allows Nucleus users to view
and print multi-item promotion sales that have been made on the POS. This report
can be filtered by individual promotion or by date range. On the
Reports menu, click Items/Inventory > Promotions >
Sales.
- New report. The Promotion Detail report allows users to view and print
detail on existing multi-item promotions. This report can be filtered by individual
promotion or by whether the promotion is active, starts, ends, or starts and ends
within a particular date range. On the
Reports menu, click Items/Inventory > Promotions >
Detail.
Work Orders
- The Mitchell 1 OnDemand5™ Interface is now available for both traditional
(non-Sunray) and Sunray users. This feature allows users to generate line
items using Mitchell labor and OEM parts information. These selections can be
transferred right into the "Line Items" tab of the CDBWin estimate/work order.
Note: To enable the interface to work, Sunray users must download a
special program (SSCSOnDemand.exe) to their local PC.
Traditional (non-Sunray) users: In CDBWin, on the Daily Work menu, click
Sales/Receivables > the "Mitchell Estimator" and "Mitchell Repair" tabs.
Sunray users: In CDBWin, on the Daily Work Menu, click
Sales/Receivables > Mitchell > Launch.
Poller Interfaces
- RS-Poll (Version 1.0.0.1):
- Support for Radiant version 6.6 is now available.
- Support for Radiant multi-item promotions is now available.
- Posting for RS-Poll now
supports level mapping and posting for versions of the Radiant
that support grade reporting by Price Tier Summary.*
- P-Poll (Version 2.0.0.6):
- Posting for P-Poll now supports Passport fuel tier pricing
for cash/credit.*
- Posting for P-Poll now supports Fuel Grade Movement by single
or multi-level (full/self serve; cash/credit).*
- A Versions view has been added that displays a history
of the dates and times the Passport and P-Poll version
numbers were changed. In P-Poll, on the Help menu,
click Versions.
- RX-Poll (Version 1.0.0.1):
-
New product.
An RX-Poll poller interface and Post2CDB are now available
for the Retalix Store Point POS system.
Version 7.4.1 - 6/6/08
Fuel Manager
- Added filter for Vendor ID on the Fuel Deliveries report. On the
Reports menu, click Fuel Manager > Deliveries.
Inventory
- Added support for multi-item promotions-discounts applied when a
customer buys two or more of a family of items.
This is available only for the
Sapphire, Passport and Nucleus POS systems, and must meet certain
pre-requisites as documented
here. Both mix-and-match
and combination (combo) promotions are included. The feature consists of two main components:
- Item Groups are prerequisites for multi-item
promotions which are built using them. An Item Group is a
set of items interchangeable for the purposes of a
multi-item promotion.
- Promotions Setup is where the promotion is built in CDBWin. It
is named, assigned an ID and Item Groups are added to it. The promotional price, duration and discount
allocation across Item Groups are determined. On the
Setup menu, click Inventory > Promotions.
- Item Groups can be used to filter the following reports: Inventory: Physical, Inventory: Value,
Inventory: Movement, Inventory: Sales/Purchases, Line Items: Sales and Line Items: Purchases. On the
Setup menu, click Inventory > Item Groups or Inventory > Item Adjustment.
- Added Inventory by Location which allows designated items, such as batteries, to
be tracked to and from Locations the user creates in CDBWin. Location IDs are created and applied to items in the "Line Items" tab
of both the Sales/Receivables and Purchases/Payables windows. Selected CDBWin reports can track this movement and filter by Location. They
are: Inventory: Physical, Inventory: Value, Inventory: Movement, Inventory: Sales/Purchases, Inventory: Line Item Sales/Purchases and Inventory: Buydowns. On the
Setup menu, click Inventory > Locations.
- Added option to print vendor item #s on bar code labels. Previously the vendor item #
always printed on the label if a vendor item was associated with it.
In addition, for 54-label laser forms, an option is available that allows the vendor item # to be printed on the label as a small
UPC-E bar code with or without the manufacturer's bar code. On the
Reports menu, click Items/Inventory > Barcodes.
Poller Interfaces
- Post2CDB for VS-Poll now:
- Supports and automatically detect newer versions of Sapphire software requiring check digits.
- Supports network totals (Credit Card Batches) from the Sapphire.
- Exports items into CDBWin.
- Supports both old and new Sapphire house charges XML
format.
- Post2CDB for P-Poll now:
- Supports posting discounts
for promotions.
- Supports mapping Passport Method of Payments (MOPs) to
CDBWin Current Asset accounts.
Multi-item promotions are only active with the Wayne Nucleus, Gilbarco Passport (version 6 or later) or
VeriFone Sapphire. If you are running CDBWin and the multi-item promotion feature is not enabled, it is because you are using
a POS that does not support it.
In addition to the above POS systems, multi-user promotions require SyncPoller version 2.0 or later and the
latest poller interface software-N-Poll version 2.0 or later for the Nucleus, P-Poll version 2.0 or later for the Passport and
VS-Poll 2.0 or later for the Sapphire.
Additional Pre-requisites for Nucleus Brands
Certain Nucleus brands have their own specific requirements to enable multi-item promotion functionality. These are as follows:
- Chevron Nucleus: must use version 4.0 or later
- Sunoco Nucleus: must use version 5.0 or later
- ExxonMobil Nucleus: must use version 5.0 or later
Version 7.4.0 - 5/9/07
- Totally re-designed and re-engineered help system complete
with context-sensitive (F1) functionality. Help system content now mirrors
user guide content.
- A pop-up calendar is now available for easy selection and
confirmation of dates on report filter windows and selected dialogs.
- Sites that have been disabled in the serialization file
are now skipped in Site lists so only active sites are visible.
- Cdbsetup.mdb and Sscs.mdw files are now stored during
backup, facilitating fast restores when necessary.
- Restore can now be performed from folder names which
contain spaces.
- Taxes can no longer be deleted if they are associated with
a Department. On the Setup menu, click Department/Account
> the "Taxes" tab and the "Departments" tab, ensuring preservation of
historical data.
- When changing existing Department/Account IDs to new IDs,
if the "new" ID already exists, the user is now prompted to merge with
existing history, delete existing history, or cancel. If the new ID
doesn't exist, no such prompt is presented to the user. This allows
historical information to move with the changing ID. On the Setup
menu, click Department/Account > the "Departments" tab.
- If the user types an Ending Date in a report filter window
without typing a specific time, 11:59:59
PM is automatically selected as the ending time, ensuring selection of
the last shift report on the selected date so data will reflect the totals
for the day.
- Multi-site report forms now clear times from the date
range lists so that Beginning Date displays no time and Ending
Date displays 11:59:59 PM when more than one site is selected. Now
these reports default to date range only.
- Added Zip report check box to compress the size of
any exported report, making it easier to send large files. With a report
displayed, on the File menu, click Output > to File/E-mail
or click the to File/E-mail button.
- When outputting a report with the File/E-mail HTML option,
the report exports a single HTML file with the entire report, not a single
HTML file for each page of the report. With a report displayed, on the File
menu, click Output > to File/E-mail or click the File/E-mail
button.
- The CDBWin Settings' "Paidout" tab now has an option that
forces the user to type a unique invoice number per vendor, preventing
duplicate payments. On the Setup menu, click CDBWin Settings
> the "Paidout" tab.
- Current Asset Deposit automatic verification for LUKOIL
formats now matches:
Site (if mapped), Batch, and Amount.
Site (if mapped), Amount or Date within an
adjustable range.
On the Current Assets menu,
click Verify > Deposits > <Asset Name>.
- The report available through the Credit Card Auto Verify
feature now identifies exceptions during the deposit verification process,
alerting the user to values he or she may have typed incorrectly. On the Daily
Work menu, click Current Assets > Verify Deposits > Deposits
> <Asset Name> > Import > Import.
- The Current Assets Reconciliation report now uses an
ending date box so the outstanding balance is cut off at the ending date
for unverified deposits. This solves the problem of nonheadquarters
corporate sites getting ahead of the headquarters site on their sequence
date-time, which causes checkbook balance issues. On the Reports
menu, click Daily Work > Current Assets > Reconciliation.
- Added the ability to filter check number range in the
Current Assets Payments report, easing bank reconciliation. On the Reports
menu, click Daily Work > Current Assets > Payments.
- The Income and Expense report now provides a filter option
to Include Fuel Sales Tax and road tax in the total fuel sales
dollars and COGS. This helps prevent overstatement of fuel sales. On
the Reports menu, click Daily Work > Income and Expense.
- The Liability Additions report now provides a filter
option to show non-taxed transactions if the Fuel, Sales and
Detail check boxes are all selected. This assists in separating out
non-tax totals for the purposes of calculating tax liability. On the Reports
menu, click Daily Book > Liability Additions > Show No Tax
Invoices.
- The Expenses report now has multi-site capability. On the Reports
menu, click Daily Book > Expenses.
- Trend Analysis report can now be filtered for multiple
registers, making it easier to identify the specifics of operator activity
taking place at a particular POS in the store. On the Reports menu,
click Daily Book > Trend Analysis.
- A restriction has been added to the Site Weekly Profit
Margin report so users with insufficient privileges can no longer run the
report. On the Setup menu, click Users/Restrictions.
- All MTD reports now include the ending date/time of the
date range.
- The Sales (Closed) report now has a secondary sort option
in the filter window. If sort by Customer is selected, the
secondary sort is Ref#. On the Reports menu, click MTD
Reports > Sales (Closed) > Print or View.
- The Resale (Nontaxable) report now has a secondary sort
option in the filter window. If sort by Customer is selected, the
secondary sort is Ref#. On the Reports menu, click MTD
Reports > Resale (Nontaxable) > Print or View.
- The Paidout report now has a secondary sort option in the
filter window. If sort by Vendor is selected, Ref# is
enabled as the secondary sort. On the Reports menu, click MTD
Reports > Paidout > Print or View.
- The Cash Paidout report now has a secondary sort option in
the filter window. If sort by Vendor is selected, Ref# is
enabled as the secondary sort. On the Reports menu, click MTD
Reports > Cash Paidout > Print or View.
- The Paidout Account Totals report now has a secondary sort
option in the filter window. If sort by Vendor is selected, the
secondary sort is Inv#. On the Reports menu, click MTD
Reports > Paidout Account Totals > Print or View.
- The Store Purchases report now has a secondary sort option
in the filter window. If sort by Vendor is selected, the secondary
sort is Inv#. On the Reports menu, click MTD Reports >
Store Purchases > Print or View.
- New report. The Department/Expense report shows, by
department, sales totals, COGS and expenses associated with specific
departments in Expenses setup. On the Reports menu, click Reports
> Department > Department/Expense.
Accounts Payable
- A City combo box has been added to the Vendor Setup
window for easy viewing and editing.
- The Payment/Paidout window now contains a check printed
flag allowing the user to easily validate if a check has been printed for
an invoice, thus preventing duplicate payments.
- Sort type Exception has been added to the Sort Key
in the "Line Items" tab of the Paidout, speeding the identification of
exceptions. On the Daily Work menu,
click Purchases/Payables > the "Line Items" tab.
- The Order report now uses the same line item sort criteria
as that selected from the Sort Key combo box on the "Line Items" tab of
the paidout transaction. On the Daily Work menu, click Purchases/Payables
> Print > Order.
- Historical Paidouts can now be duplicated for the purposes
of creating a starting point for a new Paidout. On the Daily Work
menu, click Purchases/Payables window, on the File menu,
click Duplicate and select a historical Paidout.
- User can choose whether to zero out the quantity when
saving Canned Paidouts for additional flexibility in starting an invoice. On the Daily Work menu, click Purchases/Payables
> Recurring > Save.
- Historical Paidouts can now be printed using the new Print
Order (Historical) feature, which saves time and keystrokes. On the Daily Work menu, click Purchases/Payables
> Print > Paidout Historical.
- A restriction has been added to the Print functions
of the Purchases/Payables window so users with insufficient
privileges can no longer perform the operations. On the Setup menu,
click Users/Restrictions.
- A restriction has been added to New Payment so users with
insufficient privileges can no longer perform the operation. On the Setup
menu, click Users/Restrictions.
- The Payment History report now displays the selected
vendor/vendor range at the top of the report. On the Reports menu,
click Accounts Payable > Payment History.
- The Payment History report now shows payments for deleted
vendors. On the Reports menu, click Accounts Payable >
Payment History.
- The Payment on Account Invoice Detail report now can be
sorted by Invoice #/Date. On the Reports menu, click Accounts
Payable > Payment on Account Invoice Detail.
- The Payment on Account Invoice Detail report now displays
the site number from which the charge was made, helping confirm payments. On the Reports
menu, click Accounts Payable > Payment on Account Invoice Detail.
Accounts Receivable
- A City combo box has been added to the Customer
Setup window for easy viewing and editing.
- The user is now prevented from typing a Sales Date Out or
Collection Date In that is greater than the current system date's month.
On the Daily Work menu, click Sales/Receivables.
- Sales Invoices can now be reprinted in Final, Invoice or
Packing Slip format, providing a quick method to reprint invoices. On the Daily
Work menu, click Sales/Receivables. With the Sales window
displayed, click the Print menu, then Reprint.
- An optional Discount box, which highlights the total
discount for the customer, has been added for Plain Paper Work Orders. On
the Daily Work menu, click Sales/Receivables > Print.
- A restriction has been added to Collections so users with
insufficient privileges can no longer perform the operation. On the Setup
menu, click Users/Restrictions.
- A restriction has been added to the Print functions
of the Sales/Receivables window so users with insufficient privileges can
no longer perform the operation. On the Setup menu, click Users/Restrictions.
- The three report types under A/R Register/Statements have
an added filter criterion, Customer/Business Sort. On the Reports
menu, click Accounts Receivable > A/R Register/Statements >
Customer Sort.
- The A/R Customer List (Full) report has been enhanced to
include a beginning date box so the user can examine customer forward
balances and charges/credits for any period. On the Reports menu,
click Accounts Receivable > A/R Customer List > Full.
- A restriction has been added to the Charge Collection
History report so users with insufficient privileges cannot perform the
operation. On the Setup menu, click Users/Restrictions.
CAO
- Inactive inventory items can no longer be ordered using
CAO, saving inventory investment and preventing the restocking of inactive
items.
- Format for GSC (Grocery Supply Co.) Enterprises of Sulphur Springs, Texas has been added to the list of available CAO formats. This includes a
viewer and is integrated with sending.
- Format for Cooper-Booth Wholesale has been added to the
list of available CAO formats. This includes a viewer and is integrated
with sending.
- Format for PCATS NAXML EB2B Retail 1.0/1.5 has been added
to the list of available CAO formats. This includes a viewer and is
integrated with sending.
- Format for C.D. Hartnett Company has been added to the list
of available CAO formats. This includes a viewer and is integrated with
sending.
- The user has a new dialog that makes it easier to set up
FTP for CAO by splitting up the username, password, domain, path and
filename. It does not
show the FTP password when typed. On the Daily Work menu, click Purchases/Payables
> CAO > Transmission, and select FTP in the Send Method
list box. Click the "FTP Setup" tab.
EDI Conversion
- When a vendor uses a different vendor item number for an
item which is part of a shipper, the promotional vendor item number for
the child does not update the regular item in CDB. This helps maintain the
integrity of the inventory database.
- Processing an EDI file now updates blank descriptions in
CDBWin Inventory.
- PCATS NAXML EDI invoices now get the Paidout's Vendor ID
from the first invoice item with a Vendor ID.
- A restriction has been added to EDI Conversion settings so
users with insufficient privileges can no longer edit these settings. On
the Setup menu, click Users/Restrictions.
- An AS2 Server supporting authentication and encryption is
now available for Sunray CDBWin users who need to receive invoices and
item files with the PCATS-NAXML EB2B Retail EDI schema version 1.0 or 1.5.
This facilitates receipt of electronic deliveries from DSD vendors.
- EDI promotional vendor item numbers now populate on paidout line items after
the invoice has been converted to CDBWin. This makes it easier for the user to
reconcile the paidout against hard copy invoices that list promotional vendor
item numbers. On the Daily Work menu, click Purchases/Payables
> the appropriate paidout > the "Line Items" tab.
- An option has been added that allows users to set how vendor item numbers
and minimum purchase quantities behave during EDI delivery file conversion.
The default behavior is to always update minimum purchase quantities and vendor
item #s in CDBWin according to what is in the EDI delivery file, potentially
saving manual entry time.
However, if desired, the user may now elect to update minimum purchase
quantities and vendor item #s in CDBWin only if the current value of that
item is 0. This way if you have purposely changed your vendor item # and
minimum purchase quantity values for any reason, they will not automatically
change back when you receive and convert the EDI delivery file.
On the Daily Work menu, click Purchases/Payables > select a paidout > EDI.
The Always update existing vendor item numbers and min. purchase quantities
check box is automatically selected. Clear it to enable to new optional functionality.
Follow-Up
- Customer phone number and customer e-mail address has been
added to the Comma Delimited follow-up format, assisting those who may
wish to use a third party service for follow-up. On the Reports menu, click
Customer Follow-Up > Follow-up Export > the "CommaDelimited"
tab.
Fuel Manager
- Fuel Commission is now set-up in Fuel Level/Grade Setup,
not Tank (Product) Setup. The user can also now choose to explicitly apply
a zero dollar fuel commission against the Level/Grade to make the
administration of consignment programs more efficient. On the Setup
menu, click Fuel > Level/Grade.
- The Fuel Deliveries window now utilizes a check printed
flag to allow the user to easily validate if a check has been printed for
an invoice, thus helping prevent duplicate payments. On the Daily Work
menu, click Fuel > Deliveries.
- The Fuel Sales window has been expanded to show a minimum
of four grades by default to accommodate certain industry site
configurations. On the Daily Work menu, click Fuel > Sales.
- The Fuel Deliveries report now provides an optional
breakdown of the extra charges for additional fuel tax detail. On the Reports
menu, click Fuel Manager > Deliveries.
- The Underground Storage Tank report now shows variances based
on two different combo boxes added to the report filer window. The first
combo box allows you to select the variance standard you wish to use for
the report: Federal, Oil, or Local. Once you select a
standard, the second combo box allows you to choose whether you will use
the smallest variance standard under the formula (Minimum) or the
largest variance standard under the formula (Maximum). On the Reports
menu, select Fuel Manager > Underground Storage Tank.
- The Fuel Manager Daily Grade Sales report now has a filter
option that allows reporting by margin, making it easier for the operator
to identify where he or she is making a profit. On the Reports
Menu, click Fuel Manager > Daily Grade Sales and select the Margin
option button.
- The Fuel Manager Site Totals report now has a filter
option that allows reporting by margin, making it easier for the operator
to identify where he or she is making a profit. On the Reports
Menu, click Fuel Manager > Site Totals and in the Report Type
combo box select Margin.
- The Fuel Site Inventory Summary report now uses changing
average cost and changing add volume over a date range to arrive at the
Add Value for the range. Previously it reported the average cost at the
last sequence in the range times the total add volume over the range. This
refinement results in more precise COGS calculations. On the Reports
menu, click Fuel Manager > Site Inventory Summary.
- Once only available only as a Shift or MTD report, the Weighted
Average Margin report has been added to the Reports menu for
additional accessibility.
- The book and stick values as displayed in the MTD Fuel Inventory report
use average cost from the selected Ending Date, if desired, instead of the
default ending date (which is the current shift). This adds flexibility to the
report and increases user control over the report display. On the Reports menu,
click MTD Reports > select the Fuel Inventory check box > Print/View.
G/L Bridge
- The MAS 90 A/P and A/R export now always upper cases the
Invoice number and Reference number boxes, facilitating transfers to
General Ledger.
- A/P and A/R Bridges now report and export invoices with
deleted departments. On the Setup menu, click G/L Bridge Options
> the "A/P" tab or the "A/R" tab > Manual Report
Generation.
- A/P Export for the BusinessWorks application can now use
the Vendor Terms set up in the BusinessWorks application. On the Setup
menu, click G/L Bridge Options > the "A/P" tab > BusinessWorks
> Use Vendor Terms.
- Support for the Peachtree application's A/P feature is now
available in the G/L Bridge. On the Setup menu, click G/L Bridge
Options > the "A/P" tab > General Ledger Type.
- A/P Export to the QuickBooks application can now export
Due Date allowing the user to choose to use the Vendor Terms set up in
QuickBooks. On the Setup menu, click G/L Bridge Options >
the "A/P" tab > QuickBooks > Export Due Date.
- A/R Collections Bridge now gives the user the option to
report on exported data at close of shift. On the Setup menu, click
G/L Bridge Options > the "A/R" tab. Input information as
desired, including Period Generation and make sure the Report
check box is selected.
- A/R export to MAS 90 and Great Plains now supports
multiple tax accounts. On the Setup menu, click
G/L Bridge Options > the "A/R" tab > MAS 90 or Great
Plains > Manual Report Generation.
- Support for the Peachtree application's A/R feature is now
available in the G/L Bridge. On the Setup menu, click G/L Bridge
Options > the "A/R" tab > General Ledger Type.
- A/R export to the QuickBooks application can now export
desired Customer Terms. On the Setup menu, click G/L Bridge
Options > the "A/R" tab > QuickBooks > QuickBooks Terms.
- The Current Asset section of the G/L Bridge report is now
grouped by Current Asset. The A/R and A/R Bridge reports are now sorted by
Invoice Date. On the Setup menu, click G/L Bridge Options
> the "A/R" tab > MAS 90 or Great Plains >
Manual Report Generation.
- A/R Export for the QuickBooks and BusinessWorks
applications now supports negative charges and collections. On the Setup
menu, click G/L Bridge Options > the "A/R" tab > QuickBooks
or BusinessWorks > Manual Report Generation.
- The user can now export Fuel Inventory information in the
G/L Bridge to the MAS 90 and Generic formats. Like the other G/L types
available (A/P, A/R) the file can be generated for any period automatically
or manually with different file write modes (append, overwrite, etc.)
written to the hard drive, FTP'd and/or e-mailed. The ending inventory
value of fuel helps calculate an accurate COGS in G/L. On the Setup
menu, click G/L Bridge Options > the "Fuel" tab.
Inventory
- Support for Expense Items has been added. This affects
Item Maintenance, Expense Setup, Department Setup, Item Adjust, Sales
Posting, Purchase Line Items, Purchase Account Totals, Recurring
Purchases, most Inventory Reports, Department/Expense Report and Canned
Paidouts. A new report, Inventory Item List, has also been added (see
"Reports"). From Inventory Maintenance, in the Type box, select Inventory
or Expense.
A secondary effect of this enhancement
is a large number of (former) Department range combo boxes (for example, on
report filter windows) now read "Account#" instead of "Department#." This
enhancement makes it easier to ascertain the true value of inventory line items
and helps isolate items that are considered "consumable" in daily operations.
- A Maintain Margin on Subdepartments check box has
been added to the Subdepartment Setup window to help maintain margins more
specifically with a minimum of effort. Select the check box for a
specific subdepartment, and type in an accompanying margin, if desired.
Then, when item Unit Cost is changed in Inventory Maintenance or through
EDI, the new margin is used to calculate retail on the item. Future
versions will allow the retail price to be updated from the
Purchases/Payables, Gpoll32.exe Export, and Central Price Book. On the
Setup menu, click Department/Account > the "Departments"
tab > Subdepartment.
- Tax groups may be set up to override default settings for tax
rates associated with an item so that items can be assigned to departments
without jeopardizing the accuracy of tax calculations. This is for POS systems that support taxable
and nontaxable items in the same department, including G-SITE (IOL version
only), Nucleus, Passport, REGAL Touch, Ruby, Ruby-Sapphire, and Topaz-Sapphire.
On the Setup menu, click Tax Groups.
- The user can now add items to inventory with the same
UPC-UPC Pack Size as a different item if the other item is inactive. This
action deletes the old inactive items from inventory. This feature helps
correct U.P.C. items in inventory, and provides information that can assist
users in claiming sales-rebates from vendors.
- Inventory Items can now be marked not to be sent to
the POS so that the POS does not get unnecessarily cluttered with expense
and other non-scannable items. On the Setup menu, click Inventory > Items
(PLU/UPC/SKU) and with the record of the item displayed, select the Don't
Send to POS check box.
- Using the Criteria options group box in Item Adjustment,
the user can now search for blank Vendor IDs, blank Redemption IDs, and
blank Descriptions and easily update the items that contain them. This
feature can also help identify potential problems like missing descriptions
on items. On the Setup
menu, click Inventory > Item Adjustment.
- Added a PLU's only check box to the Criteria options
group box in Item Adjustment for speed and ease of use in locating items with PLUs.
On the Setup menu, click Inventory > Item Adjustment >
PLU's only.
- If desired, you can create, recall and delete item
adjustment criteria settings for reuse. These can be saved and used across
all Inventory reports. On the Setup menu, click Inventory >
Item Adjustment and perform the Get, Save or Delete
actions.
- When deleting zero quantities in Item Adjustment, sites
with a POS are prompted whether to delete the inactive items from the site
database or set them to inactive so they may be deleted from the POS. This
helps keep the POS from building a price book file with items that are no
longer in the store. On the Setup menu, click Inventory > Item
Adjustment > Del Zero Quantities.
- Inactive items are now automatically deleted at the End of
Month for sites without any POS. On the Daily Work menu, click End
of Month Process.
- The ability to delete inactive items has been added to
Item Adjustment. Inactive items can be reactivated in certain
circumstances. On the Setup menu, click Inventory > Item
Adjustment, and then double-click the Inactive Count box.
- Item Adjustment now allows deletion of invalid pack sizes
to help maintain inventory integrity. On the Setup menu, click Inventory
> Item Adjustment > Delete Invalid Packs.
- Inventory Transfer now displays a summary report of items
that couldn't be transferred. With the Paidouts window displayed, on the File
menu, click Transfer Inventory.
- A restriction
has been added to the Inventory module so users with insufficient
privileges can no longer delete inventory items. The default security
level is "Manager." On the Setup menu, click Users/Restrictions.
- Quantity on Hand of multipacks in the Inventory Value
report is now zero. Multipacks are broken into singles for Quantity on
Hand calculation in this report for enhanced consistency. On the Reports
menu, click Items/Inventory > Value.
- Changing the Ending Date on the Inventory Value report results in an issued
warning stating that money values are based on the current shift's average
cost/retail and that the modified ending date affects only quantity on hand.
This message helps prevent confusion among users who may expect their inventory
value to change based on the revised Ending Date they type. On the Reports menu,
click Items/Inventory > Value > modify the Ending Date > View/Print.
- From the Inventory Reorder report filter window, the user
now has the option to select or clear the Add multipack totals to
single check box when the Reorder Type is set to Account Range. On the Reports menu, click Items/Inventory > Reorder.
- The UPC is now on the Barcode report when it is exported,
providing a better shelf label. On the Reports menu, click Items/Inventory
> Barcodes.
- The Inventory, Barcodes report now allows the user to
print only barcodes that have been modified after a user-defined date. On
the Reports menu, click Items/Inventory > Barcodes, then
type in a date in the Print Modified After Date box or click the
Calendar button next to it.
- The Inventory 13 Month History report now allows the user
to include or exclude Sale Types inventory adjustments or non-inventory
adjustments for more realistic reporting. On the Reports menu,
click Items/Inventory > 13 Month History.
- Added inventory items are now tracked in the Inventory
Change History report making it easier to locate and identify new items. On the Reports
menu, click Items/Inventory > Change History.
- Inventory Change History report now displays the name of
the application that added or modified the item for improved security and
more precise management of item change history. On the Reports menu
click Items/Inventory > Change History.
- The Line Items Sales report can now be sorted by margin,
assisting in the identification of the best contributors to margins. On
the Reports menu, click Items/Inventory > Line Items >
Sales > Primary Sort.
- The Line Items Sales report now provides a PLUs Only
filter option (active only when the Inventory check box is
selected). On the Reports menu, click Inventory/Items > Line
Items > Sales.
- New report. The Inventory Item List report is a list
of the inventory and expense items in your inventory file, a help in
locating and valuing "not for sale items" in the store. On the
Reports menu, click Items/Inventory > Item List. On the Reports
menu, click Items/Inventory > Item List.
NAPA
- When posting NAPA parts, the user can now display the NAPA part number, if desired, in the Vendor Item Number field of a Paidout's line items,
providing an opportunity to review parts purchasing history which, in
turn, leads to precision parts stock management. On the Setup menu,
click CDBWin Settings > the "Work Orders" tab > Non Stock
Vendor Item # on Work Order.
Vehicle History
- The Vehicle Maintenance window now displays pending
follow-ups allowing the user to easily identify scheduled activity for the
vehicle providing an opportunity for enhanced customer service. On the Setup
menu, click Vehicle > select a vehicle record > click Edit.
- The Vehicle Sales History report now allows you to print sales
history in three formats: as Sales History primarily grouped by
customer; as Vehicle History primarily driven by Vehicle ID (and
secondarily by Customer); and as a Work Order. In the case of the Sales
History and Vehicle History formats, you have an option to display Gross
Profit in addition to money (retail) sales. On the Reports menu,
click Vehicle History > Sales History and select a Type.
- The Vehicle Sales History report (Gross Profit or Retail)
now shows all history for a Customer ID whether or not a Vehicle ID is
selected in the filter window. On the Reports menu, click Vehicle
History > Sales History > select a Cust ID with or
without a Vehicle ID > select or clear the Show Gross Profit
check box.
- Added file export of AAA work order service information.
On the Reports menu, click Vehicle History > Vehicle History
Export.
Workforce Management
- A City combo box has been added to the Employee
Setup windows for easy viewing and editing.
- In Timecard Bridge Options, users now have the option to
set or clear a current schedule for use as a template for subsequent
schedules. They also have the option whether to set (or clear) the ability
to copy the current schedule over to the timecard feature. Both are
time-saving features for schedule maintenance. On the Setup menu,
click Timecard Bridge Options > the "Pay Period" tab.
- Users now have the option to define on which day of the
week their weekly schedule begins. On the Setup menu, click Timecard
Bridge Options > the "Pay Period" and the "Overtime" tabs.
- When recalculating overtime, users now have an option to recalculate
for the displayed employee or for all employees, resulting in payroll
time savings. On the Daily Work menu, click Schedule/Timecard
> the "Timecard" tab.
- The Employee Weekly Schedule report now includes an option
for 12-hour format. On the Reports menu, click Workforce
Management > Schedule > Weekly Schedule.
Poller Interfaces
Post2CDB
- The user is now warned if they try to post twice into
CDBWin for the same sequence and register number.
- Added option to post A/R or not post A/R to Post2CDB's
Setup menu.
C-Poll
- Added the ability to import an Inventory ID/bar code of up
to 15 digits in length to C-Poll for sending to the CVN POS.
- Redemption IDs now work for CVN POS import.
N-PollWin
- Only mapped fuel products are now posted when using Post2CDB
for N-PollWin.
- Post2CDB for N-PollWin can now map and post car wash sales
information from the Nucleus, saving time for those who previously had to
enter these sales manually.
P-Poll
- Optional support for POS Journal Files has been added to P-Poll
and Post2CDB for Passport to enable Local Credit polling, posting, and
viewing. The POS Journal Files are now stored in a .zip file to conserve
space on the polling PC. This is available for NAXML 3.2.
- Passport Local Credit ID to Customer ID mapping has been
added to Post2CDB for P-Poll, helping customer extend local credit by
posting sales directly from the POS to the Accounts Receivable module of
CDBWin.
- Passport now automatically posts fuel discounts into the CDBWin Fuel
Sales window so that Passport users don't have to type them manually.
On the Daily Work menu, click Fuel > Sales. Posted discounts appear
in the row of Discount boxes.
R-Poll
- R-Poll downloads department configuration from REGAL Touch
for mapping. Previously known department configuration was based solely on
sales.
- Car Wash sales and Money Orders can now be mapped and
posted into CDBWin for REGAL Touch.
- R-Poll now can log in to three different computers when
the user selects the Start Polling option: Import, Sales, and Commercial
Card data which may be on three different computers.
RS-Poll
- New product. RS-Poll to interface with Radiant version
6 and changes to Post2CDB to work with Radiant 6. Polls, Posts, and Views
Fuel Inventory, Fuel Sales, Item/Department Sales, and POS Journal Data
for Local Credit posting. View/edit Item
Defaults, Departments, Item List, Promotion/Combos, and
Promotion/Mix-Match files.
T-Poll
- T-Poll A/R Posting now allows a non-blank customer
specified Billing Company ID field.
V-Poll
- Added option to post Tax Location as Ref # for V-Poll
Mannatec A/R
VS-Poll
- New product. VS-Poll to interface with Sapphire and
changes to Post2CDB to work with Sapphire. Polls, Posts, and Views Fuel
Inventory, Fuel Sales, Item/Department Sales, and POS Journal Data for
Local Credit posting. The product communicates via a network
connection, eliminating the Serial connection to the Sapphire. The
product communicates via HTTP and file formats
are written in XML. View/edit Feechrg, Combo, MixMatch, Softkey files.
Local credit detail can be posted to the CDBWin A/R module.
Sunray
-
Sunray users
with the appropriate user's rights now have the ability to set up scheduled
tasks, empowering them to do so at the time most convenient to them. On the Start
menu, click Programs > SSCS > CDBWin Admin > CDB Site Setup
and Restore.
Previous CDB Version History
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