Version 8.2.0 is not an update to previous levels and must
be installed on each system attached to the network.
Note any changes that you have made on the inventory,
customer and vendor screens.
· Download the install file from the “DOWNLOAD NOW “ link at the top of this page
· Copy the install file to all systems that are running The Retailer
·
Record
your CAM.INI settings before running the update program
·
Launch the update installer program
·
Configure your CAM.INI file to previous settings
Where to find CAM.INI:
My Computer>C:\>RSI>CAM.INI
**Note the differences between the network paths for [print] & [public], you will need to make these changes in the new CAM.INI file to match YOUR old CAM.INI file.
**Note the [STATION] number will need to match YOUR old CAM.INI
|
Example: OLD
CAM.INI [PRINT] \\SERVER\RSI\PRINT\ [MANUAL] C:\RSI\MANUAL [PICTURES] C:\RSI\PICTURES\ [PRIVATE] C:\RSI\PRIVATE\ [PROGRAM]
\\SERVER\RSI\PROGRAM\ [PUBLIC] C:\RSI\PUBLIC\ [ALTPUBLIC] C:\RSI\PUBLIC\ [SOUNDS] C:\RSI\SOUNDS\ [DATABASE] [STATION] 3 |
Example: New CAM.INI [PRINT] C:\RSI\PRINT\ [MANUAL] C:\RSI\MANUAL [PICTURES] C:\RSI\PICTURES\ [PRIVATE] C:\RSI\PRIVATE\ [PROGRAM] C:\RSI\PROGRAM\ [PUBLIC] C:\RSI\PUBLIC\ [ALTPUBLIC] C:\RSI\OFFLINE\ [WORKSTATION] ONLINE [SOUNDS] C:\RSI\SOUNDS\ [DATABASE] [STATION] 1 |
A new authorization code will be required.
If your current level is 8.1.2 skip to the 8.1.3 instructions.
If your current level is 8.1.1 skip to the 8.1.2 instructions.
If your current level is 8.0.0 execute the following conversion programs.
CVCUSTOM – Insert the new profile reports into the reports menu.
CONVPACK - Covert the inventory file to use the pack size field.
CONVSERN - This will convert the serial number master file to allow for 6 notes.
Proceed to 8.1.1 instructions
If you current level is 8.1.0 execute the following conversion program.
CONVSERN - This will convert the serial number master file to allow for 6 notes.
Proceed to 8.1.1 instructions
8.1.1 instructions
Delete the following files from the PUBLIC folder:
UPC.INDX
MFG.INDX
DESC.INDX
CUSUPC.INDX
Select the utilities menu and
BUILD CROSS REFERENCE files.
Select Inventory, Customer and Vendor
Press F1 to Process.
Proceed to 8.1.2 instructions
8.1.2 Instructions
1. If you are using communications auto-execution, you will have to edit the communications auto-execution times.
2. Select Rebuild Sales Journal from the Maintenance Utilities Menu and
build the Sales Journal file.
Proceed to 8.1.3 instructions
8.1.3 Instructions
If you do not have any custom reports setup for your customer you can
delete the CUSTOM.DAT file in the public folder. No additional modifications are required.
Do the following if you have custom reports setup that you wish to
retain.
Review and print the sort selection screen for the custom reports you
have generated.
Select the INVENTORY REPORTS MENU from the INVENTORY MENU. Enter 10 (PRICE LIST ORDER FORM) and press F2
Modify. The sort selection field will
display. The sort selection sequence
will display as 1 Department, 2 Location and 3 Item number. Remove selections 2 and 3 and re-enter them
as 2 Code Field and 3 as Item number.
Press F1 to save on each screen until the Inventory Reports menu
displays again.
Select the CUSTOM REPORT GENERATOR and verify the sort selections are
correct for your custom reports.
Modify any that have changed and press F1 to Save.
Run CONVTPO to move the temporary purchase order files to the TORDER
folder.
Run CVORTARC to write the invoice total into the archived transaction
files if the invoice total is zero.
8.2.0 Instructions
The RSI.INI file format has been changed. Delete the RSI.INI in the PUBLIC folder. Select Edit Miscellaneous from the Maintenance Utilities Menu. Select EDIT RSI CONFIGURATION FILE and set up the necessary run parameters
Upgrade complete
Features added in 8.1:
The pack size is now used for the number of items sold for append items. On non-append items the pack size is only a reference field to indicate the number of items in the package being sold.
Add Do Not Sell Flag to inventory.
When the Do Not Sell is set to yes the item give the Item Not found when
entered into point of sale.
Lookup using the manufacturers part number only. At the item number entry, enter the
manufacturers number and press the slash “/” key. The program will get the item number that
contains the manufacturers number entered or the next one following the number
entered. You can use F2 Next to step
through the items that contain the manufacturers number entered.
Single Item Inquiry
Single Inventory Inquiry provides the ability to set LOOKUP mode. This new mode will set the terminal in lookup
mode only. Function keys and Control C are
disabled and the files are opened and closed with each use allowing a terminal
to be set for customer price lookup and will not affect the automatic
processes. The price 1 field is set to
double high print for easy reading.
Double High printing requires two lines on the screen. The defined position and the line below will
be used. To return the system to an
active Retailer you must exit LOOKUP mode.
The same key sequence is used to toggle LOOKUP mode. At the item number entry, press ESC then CTRL
L or ESC then Right Arrow. The LOOKUP
mode is printed in the top right corner of the display. The items numbers may be entered or items
scanned.
There is a new report “Price List Order Form” added to the inventory reports menu. This report is selectable by price and the range of items you wish to print. If the price selected does not have a value price 1 will be used.
There is a new report “Purchase History” added to the customer profile reports. When selected this report is further broken down into three reports.
1. Customer Purchase History – provides a report by customer of the amounts purchased week to date, month to date, quarter to date and year to date. This report can be displayed, printed or exported. Totals only may be selected.
2. Customer Item History – provides a report by customer of all items purchased week to date, month to date, quarter to date and year to date. This report can be displayed, printed or exported. Totals only may be selected.
3. Customer Price List Order Form – provides a printed report of all items sorted by department, code field, item number of all items that have been purchased by a customer for the last 12 months.
There are two new files added to the public folder.
Mailtype.fil contains the description of the mail types in the system.
Department.fil contains the description of the departments in the system.
These two files are only used by customer profile reports to provide long descriptions of these fields.
Customer
Version 8.1.1 consolidates the three inventory cross-reference files
into 1 file for inventory and the two cross- reference files for customers into
1 file. The phone number has been added
to the customer cross-reference file.
When entering the phone number only enter the numbers. Do not enter dashes, spaces or parentheses.
Purchasing
Purchase Order Entry will now allow display of the balance on hand in
all stores when ordering. After entering
the item number if the Store Balance On Hand file is on the system will display
the F4 STOREOH function key. To display
the On Hand at the stores press F4. If
the store you wish to see is not displayed use the arrow keys to move up or
down through the stores. Press F10 to
continue with data entry.
Import
Import inventory now allows the import of pack size, last date sold,
minimum and maximum stock levels, notes, and sales statistics.
Express Invoicing
Added manager override for price changed during a price lookup.
Activated the store definition for clerks. If a clerk is defined for store 00 he may
logon to any store. If they are defined
for a particular store their ID will only work in that store.
Purchase Credit
Purchase Credit now saves the posting configuration when Post Purchase
Credits is executed. A new minimum
posting amount threshold is added to the selection screen and is saved in the
configuration file
New Features in 8.1.2
Communications
Auto-execution times for communications may be defined to execute up to
12 times per day or at set intervals starting with the time entered.
Express Invoicing
A new PURCHASE CREDIT lookup key is added to express invoicing. When pressed the program will display the
amount of rebate available, purchases required, amount purchased and the amount
left to purchase. The rebate available
is 0.00 if the customer’s balance due is positive. Purchases required is the threshold amount
set the last time the purchase credits were posted. The amount purchased is the total Bank Card
and Cash purchases since the last time purchase credits were posted. The amount left to purchase is Purchases
Required minus amount purchased. If the
amount purchased is greater then the purchases required the amount left to
purchase is set to 0.00.
Inventory Reports Menu
Sales Analysis is changed to print the sales analysis report for store
0. When store 0 is selected the program
will consolidate the inventory for all stores and print an analysis report for
all stores.
Print Daily Sales Summary
Daily Sales Summary is changed to pint the Daily Sales Summary for all
stores. When selected the program will
consolidate the inventory sales information for all stores and print the
summary for store 0 then each store individually. When selecting store 0 you must have
previously executed end of day for all stores or the consolidated store will
not display the sales for all stores.
Generate Invoicing
Added credit card, debit card and check guarantee processing.
Express Invoicing
Added debit card and check guarantee processing.
Credit Card Setup
If Debit Cards and/or Gift Cards are defined the Bank Card Titles the
Bank Card Tender keys will have to be changed.
The Bank Card setup is:
Bank Card 1 is Credit Card.
Bank Card 2 is Debit Cards.
If Gift Cards are defined then Bank Card 3 is Gift Cards.
Bank Card 4, 5 and 6 will remain the same as previously defined.
When a credit card receipt is printed the program will determine the
type of card being used (Visa, Master Card, AMEX) and print it on the
receipt. To totalize the different type
credit cards separately, you should use the tender keys for the cards you wish
to separate. Example: To add Visa and
Master Cards to Bank Card 1 use Bank Card 1 to tender those types of Cards. To add American Express to a separate
bankcard total use Bank Card 4. If you
want Visa and Master Cards separate then setup Visa on Bank Card 1, Master Card
on Bank Card 4 and American Express on Bank Card 5.
If you are not using Debit Cards or Gift Cards the Bank Card titles and
keys do not change.
Sales Journal
This feature adds the ability to lookup transactions by date,
transaction number, and customer number for time that has been logged in the
Archive Journal. A new program “Rebuild
Sales Journal” is added to Maintenance Utility Menu to initially build the
Sales Journal. If for some reason the
files becomes corrupted this program is used to rebuild it from the Archived
data. New transactions are added to the
Sales Journal file at end of day after the files are concatenated into the
Archive Journal.
Electronic Journal
The electronic journal will now print to the spooler if no printer is
assigned to the station that is being used.
New Features in 8.1.3
Automatic Execution
Added new feature to allow using the windows task scheduler to run
automatic execution of the end of day task.
To use this function you should disable the automatic execution times
for “close store, backup, reorganize, end of day, price updates and open
store. Do not disable the execution
times set for purchasing and inventory end of month communications. These tasks are not executed using the
Scheduled Tasks program.
To setup a scheduled task, click START, Programs, Accessories, System
Tools, and Scheduled Tasks.
Click Add scheduled task to start the wizard. Click BROWSE and open the RSI root
directory. Double click CAM32.EXE. Enter
End of Day as the name of the task and click “Daily” then “Next”. Set the start time for the task to run and
then click “Next”. Do not change the
User Name. Tab to password and enter the
password if required. Enter the same
password in the Confirm Password box and click “Next”. Click “Open advanced properties” then Click
“Finish”. Modify the RUN line to be
C:\RSI\CAM32.EXE AUTOEXEC then click “Apply”
You will be prompted for the password again. Enter the password and confirm password and
click “OK”. Click “OK to exit.
Alternate method: Click File, New, and Scheduled Task. Rename the NEW TASK to End of Day. Right click the End of Day task and select
properties. Click the SCHEDULE tab and set
the Scheduled Task to Daily and the time to the desired time. Click on the TASK tab and enter
C:\RSI\CAM32.EXE AUTOEXEC in the RUN box and press “ENTER”. The program will prompt for a password. Enter the password if required in both
password and confirm password boxes.
Click Apply then OK.
To test the new end of day task, right click the end of day task and
click RUN. If everything is correct the
end of day process will execute.
Customer Entry Mail Type and Reference number lookup
At the Mail type prompt you may enter a mail type or type a question
mark and “ENTER”. This will display the
contents of the MAILTYPE.FIL for selection.
Use the up/down keys (arrows and page) to select the desired mail type
and press enter.
At the Reference number prompt you may enter a reference number or type
a question mark and “ENTER”. This will
display the contents of the REFERENC.FIL for selection. Use the up/down keys (arrows and page) to
select the desired reference number and press enter.
The format of the mailtype.fil is MM,Description. The mail-type is two characters. Descriptions
over 25 characters will not be displayed.
The format of the referenc.fil is RRRRRR,Description. The reference number can be up to 6 digits
and descriptions over 25 characters will not be displayed.
To edit the mail type or reference number file press F2 in the display
screen. The edit program associated with
(.FIL) files will be invoked to edit the file.
To continue you must close the edit program.
Delivery Confirmation
Added a new function to post delivery confirmation files from
vendors. These files must be flat ASC
file and should have an extension of TXT or FIL. When defining the file layout you put the
offset of the first character of the field being defined followed by a comma
then the remaining data requested. If
you do not want to change the cost or prices set the offsets to zero “0”.
Display Item Pictures
Add
display pictures in inventory entry, express and generate invoicing. To activate pictures, define DISPLAY PICTURES
in Define Store Information page 1. Then
add the picture file names to the inventory items that you want to
display. The file name can be up to 16
characters with no extension. The
picture files must be in JPG format and copied to the PICTURES folder with an
extension of .JPG. When at the picture
file name entry you can press F6 to browse the picture folder. Select the file name to associate with the
item and “OPEN” the file name will be entered into the inventory record. If the name selected is longer than 16
characters it will be truncated and will not work.
Display Prices
Added
price selection to express and generate invoice. I changed the DISPLAY PRICES in Define store
information page 2 to DISPLAY PRICES AND ALLOW SELECTION. To activate this selection set the definition
to 1. You may also add cost to the
display by setting the definition to 2.
When price entry is required, F5 Prices is displayed. If F5 is pressed the price selection window
will display. Use the arrow keys to
select the desired price and press (Enter).
The price selected will be entered as the sell price. You cannot select a zero price. Press F10 to abort and return to the price
prompt. If the cost is displayed and VAT
tax is defined the cost displayed will be inclusive of VAT.
End Of Day
Added a new function to print a check register when processing end of
day. The check register will not print
when processing remote stores at the main system.
Added a file selection for backing up and printing the end of day print
files. Edit the EODPRINT.FIL using the
Edit Miscellaneous file to backup, print, and delete specific files after end
of day is run. Set the number of days to
keep files in the backup folder. The
files whose dates are older than today minus the number of days set will be
deleted.
Added a definition in the RSI.INI file to include the Daily Sales
Summary as part of end of day. When
[STM060] is added to the RSI.INI the end of day procedure will execute the
Daily Sales Summary after end of day has completed.
Express Invoicing
Add
facility to have a common keyboard file for all registers. The programs uses KEYS.FIL in the private
folder if it is unique otherwise it selects KEYS.FIL in the public folder.
Add
F9 HOTKEYS to express and generate invoice. Pressing F9 will display the available hot
keys. Use arrow keys and press enter to
select the hotkey from the hotkey window.
Generate Invoice
Add
hot keys in generate invoice at clerk logon prompt. R=Reprint, T=Reprint Receipt, G=Reprint Gift,
V=Validate.
Add
F9 HOTKEYS to express and generate invoice.
Pressing F9 will display the available hot keys. Use arrow keys and press enter to select the
hotkey from the hotkey window.
Added
change store routing in Generate Invoicing using Shift F6. This function only works with the Remote
store register option and the store number assigned to the register must be
1. You may enter invoices on registers
that are defined as store 1 for any other store. Press Shift F6 to change the store
number. The invoice printed will print
the company name of the remote store selected.
If a receipt is printed the receipt header will contain the store name
of store 1. When you return to the menu
the original store assignment (1) will be set in the register. To process the transaction files for these
invoices you select to process transaction files for registers entered at this
store.
Inventory Append Items
Append
items where the base item has a fractional case quantity is handled as a
special case in the system. To flag this
condition you set the package size of the appended item to zero. When the item is sold the system will set the
package size to the case quantity of the base item.
Example: The
base item is canvas that is ordered in six-yard bolts. The item is sold in meters and converts to
5.5 meters in the case quantity. The
append item is the entire bolt of canvas.
The case quantity of the base item is set to
5.5. This is the number of meters in a
6-yard bolt of canvas.
The case quantity of the append item for the entire
bolt of canvas is set to 1. The pack
size is set to zero to signify that the case quantity of the base item is the
pack size of the appended item.
Inventory End of Year
Added “Set beginning inventory balances” to the end of year
function. When end of year is executed
the balance on hand for each item is set to the Beginning Balance on hand.
Inventory Entry
Add
scan switch to allow scan numbers to be entered at item number field. If the scan number does not exist the
inventory, item not found will display.
Inventory Sort Selections
Added
3 additional fields to the sort and range selection field in inventory custom
report generator. You may now select
scan number, step price and profit indicator as sort fields and range
selections.
Install Options
Added
option selection to Install Program Diskettes in Xmenu.
Maintenance Utilities
Added a new selection, “Edit Miscellaneous Files”, to the Maintenance
Utilities menu. “ This selection will create and provide edit facility
for the following files. MAILTYPE.FIL,
REFERENC.FIL, EODPRINT.FIL, RSI.INI, and DEPARTMENT.FIL
Pre-Printed Invoice Form
The Pre-Printed Invoice Form definition has been modified to allow entry of an alternate invoice form. Xmenu, Define Store Information, All Selections page 4. At the prompt for pre-printed invoice form, "Enter (Y) if form has name and address, (H) if not, (N) No preprinted form", you can also enter 1 to select the first alternate invoice form. Alternate form 1 is not a pre-printed form that contains the bill to and ship to addresses.
The ship to address is saved in the transaction file and may be recalled.
Receipt Printer definition
Add
the facility to print a pre-stored logo at the beginning and ending of a
receipt. This requires that the receipt
printer hardware support the function.
Report Control
Spool
program now displays the access status next to the name. A “P” is displayed if the file has been
printed and “V” if the file has been viewed.
You can also select to delete the file while in view mode.
Sales Journal
Sales
Journal now displays the tender type for the transaction. If the transaction was tendered using more
than 1 tender type, the tender type will display an “MT” for multiple tender
types.
A
new print function is added to then display screen to print the selections to
the spool printer. On multi-tendered
transactions, each individual tender type will be printed with the amount
tendered. The change amount, if any,
will not be printed. This may result in
invoice total and the total of the tenders to be different.
Scale Definition
Add
W3 – Scale to define scale. This
definition is for the Magellan Dual Interface scale.
Up to 99 ship to
addresses can be entered per customer and accessed by point of sale.
Customer ship to addresses is entered though the ship to address window and can
be accessed by customer entry or the invoicing programs.
Customer maintenance:
Enter the customer number to display and press enter. Press Shift F2
to display the ship to window.
Express and Generate Invoicing: Enter the customer number to display. Press Shift F2 to display the ship to window. In Generate Invoicing you must move the cursor down off the customer number entry.
Ship to Window Operation:
When the ship to window is displayed if there are no ship to entries for this customer the message 'There are no ship to addresses' will display. Enter the name and address you wish to save and press F1. The screen will save the ship to entered and redisplay the entry. To enter a second ship to address edit the current lines and press F1. You will be prompted to "Add new entry" "YES" "NO" "CANCEL". The default is "NO" which will modify the existing entry. Change the selection to YES to save a new entry or CANCEL to cancel the selection.
When accessing from Customer maintenance the F1 button will be F1 Save and you can enter multiple ship to addresses before exiting back to customer entry.
When accessing from invoicing the F1 button will be F1 Select. You can add a new entry, modify an existing one then select if for use. If you modify an existing entry the save routine will execute before returning to the invoicing screen.
If you select a Ship to address in error you can re-select the Ship to window and select another address or press F10 Abort to erase the selected ship to address.
Sound
Add
sound definition for information and errors.
This is only implemented in invoicing, inventory entry and edit purchase
order at this time. To activate sound,
define PLAY INFORMATION AND ERROR SOUNDS in Define Store Information page 1.
Spool
Add BROWSE function to the path selection.
New Features in 8.2.0 – 01/02/05
Added GUI controls to maintenance and range control screens.
Added file copy support using ActiveSync to UHHT programs.
New Hardware Support
Hand Held Products
– HHP 3100 Signature Capture, Swipe and pin device. Serial interface
Verifone - POS
1000 pin device. Serial interface.
Magtek - Micr
check reader and swipe device. Keyboard
wedge interface.
Magellan Dual
Interface scale