New Update Available!
The Edge is now available in both 32-bit and 64-bit versions. Both versions are identical, but the 64-bit version can utilize more RAM and will help
alleviate 'Out of Memory' errors.
Before installing the 64-bit version, please read the Upgrade Guide below CAREFULLY - some things are not compatible and will not work with 64-bit.
**ACTION REQUIRED**
You MUST set up associate permissions before running reports.
This update introduces individual permissions per report. All existing associate report permissions have been reset.
Report Revamp
New Report Engine
The Reports module has had its underlying framework completely overhauled and is no longer based on Crystal Reports. This was one of the big obstacles
preventing us from moving the software to 64-bit.
In addition, the new Reports module includes several improvements:
-Updated user interface
-Enhanced search functionality
-More robust export to CSV and Excel formats
-Faster report generation
Automated Reports
Schedule reports to run automatically
The Automated Reports feature is used to run reports on a schedule. These reports can be set up to either be emailed or saved
to the computer. It works in conjunction with Memorized Reports.
After memorizing the reports, create rules that determine how often to run the report and whether to save or email it. Reports can be set to run on a daily or monthly basis
with options to choose specific days or dates.
Note: This feature requires SQL and is not compatible with MS Access databases.
Job Workload Management
Prevent overbooking service job deliveries
Using a combination of job lead times and daily job limits, the Job Workload Management feature can be used to stop
staff from booking too many service jobs due on the same date.
After defining lead times for repairs and/or custom jobs, set job limits per day. When a new job is taken in at POS, the system will look at the lead time
to suggest the ETA, but will adjust this ETA out if too many jobs have already been promised for that day.
Repair Task SKU Wizard
Update repair SKUs using Microsoft Excel
The Repair Task SKU Wizard can be used to update cost and pricing details on many repair SKUs at once.
SKUs can be exported to Microsoft Excel, changed, and imported back into The Edge.
This Wizard also features an Edit mode allowing you to make and apply SKU changes directly from it.
Minor Enhancements
Dashboards
Edge Pulse
Edge Pulse has been added to Dashboards.
General
Spellchecker
The previous spellchecker was based on old code prone to memory errors. It has been completely removed and replaced. If you previously disabled this to improve system stability, it is now safe to turn it back on. This is done via System Options.
Gridviews
Improved Print/Export
The Print/Export functionality for the newer styled gridviews has been greatly improved. Gridviews are used in all newer forms, such as Item Levels.
Items
Listview Invoice Print
An Invoice Print button was added to the bottom right of item listviews. This will print the currently selected items grouped by vendor and invoice.
Items
New Image Control Options
Additional options have been added to the item's image control allowing you to change the order of images more easily.
Point of Sale
Manual Tax Override
For sales being shipped, you now have the ability to override the sales tax and manually enter an amount. This allows you to use a third-party tax tool to calculate the correct amount to be collected.
Read more here.
Point of Sale
Increased Split Associate
Sales can now be split by up to 6 associates.
Purchase Orders
Canceled Order Strikethrough
When reprinting Purchase Orders, canceled orders will now appear with a line strikethough as well as still saying 'Canceled'.
QuickBooks
Lumping Cash Payments
Added a system option that lets you choose whether cash payments should be posted to QuickBooks as a lump sum or per customer.
Reports
Current vs Retail
Added a new option to Performance reports that lets you choose whether Markdown % calculations are done using the Retail or Current/Sold price.
Reports
Occasions - Grouping Options
The Occasions report now has options to group by store and/or associate.
Reports
Customer - Referred by Grouping
All Customer reports can now be grouped by the referring customer.
Reports
Repair SKU Barcodes
A new report was added under Job reports that lets you print barcodes for all or selected repair SKUs.
Reports
New Print Format - 4 Items Per Row
A new print format has been added that prints 4 items per row along with their picture, description, and price.
Reports
Group by Department
All reports can now be grouped by department.
Service Jobs
See Sale/See Customer Buttons
Buttons have been added to the repair and custom job edit screens that can be used to open the original sale or customer record.
Shopify
Multi-Store - Store Number
ECon now can filter inventory by store #. Additionally, the store #, name, and address can be included as a metafield on items uploaded to Shopify.
Web
Meta Tag Templates
The Description Template feature has been updated to also support creating templates for suggesting web tags based on item attributes. This is useful if your website or Shopify integration utilizes tags to organize inventory online.
Corrective Changes
4047
Wish List Report - Retail vs Current
The Wish List report was printing the item's retail price instead of the current price.
7767
Sold Showing Returns Report - Inventory Type
If you changed the Inventory Type on an item after it was sold it would still show the original type on this report.
8090
Rapid Reorder - Missing Spot Metal
The Spot Metal pricing method was missing from the Rapid Reorder Report/Form.
8121
On Account Report - Inactive Associate Error
In some rare circumstances you could receive the error 'cannot divide by zero' when trying to run this report if it included Special Orders taken in by an associate who is now marked inactive.
8316
Customer Percentiles Report - Large Date Range Error
If you ran this report for a very large date range you could receive the error "A string can be at most 65,534 characters long."
8327
Job Due Date Detailed Report - Duplicate Jobs
If you changed the location of a job using the Move Envelope function it would show twice on this report.
8493
Job Reports - Negative Adjustments
Running Job Reports with the Adjustment filter set to 'Negative Adjustments' only would result in an error.
8494
Job Breakdown Report - Not Honoring Adjustment Date
If you tried to filter this report for a specific Adjustment Date range it would show adjustments made outside of that range.
8550
On Account Report - Memory Leak
Running this report multiple times in a row would cause an "out of memory" error due to a memory leak.
8572
Job Breakdown Report - Missing Canceled Jobs
Some canceled jobs were being inadvertently omitted from this report.
8575
Rapid Reorder - Missing Date Entered
Items with no value in the Date Entered field would cause this report to error. This is a required value in the software and would only be missing if it was not provided in a legacy data conversion or if there was data corruption.
8623
Report Grouping - Item Details
When grouping reports by Item Details, the report would display the detail's short value instead of its long value, e.g., metal color "w" instead of "white."
8660
G/L Report - No Color
Running this report with the color option enabled would not print in color.
8709
Rapid Reorder - Show 0 Suggested Quantity
When running the Rapid Reorder report, if you checked 'Others' under the 'Include Sales' section it was not clear that items that did not meet fast seller criteria would only be included if you also checked 'Show 0 Suggested Quantity.' The software now prompts you to check this additional box.
8735
Commission Report - Treat Trades as Negative
The 'Treat Trades as Negative Commission' option on this report only worked if you had a Trade-in category setup so that taking a trade at POS automatically added the trade-in to inventory. If you did not have a Trade-in category specified, then trades would not reduce commission.
8744
Customer Performance - List Order
If you click on the number of customers on this report it would bring up a list showing the individual customers, but that list was not being sorted properly. It now sorts based on their performance.
8788
Inventory Reports - Missing Photos
In some cases, large photos would not appear on inventory reports.
8833
Security Log - Not Sorting Time Properly
Grouping this report by date/time would result in the dates being sorted properly, but the time was out of chronological order.
8859
Sales by State Report - Credit Card Voids
This report was displaying transactions with credit card voids as positive amounts instead of negative.
8860
Tender Detail Credit Card Report - Totals
If you had a sale that included a payment split between multiple credit cards, the payments would be displayed individually and then totaled inline under the sale in the same column which could lead you to believe it was being counted twice in the column total at the bottom. This was a display bug only; the column totals at the bottom were accurate.
8882
On Account/Balances Reports - Missing Store Credit
Store credit that was earned from referral bonuses was not displaying on the On Account or Balances reports.
8909
On Account Report - Special Order Adjustments
Adjusting the price on a Special Order after intake would cause the On Account report to not balance properly. It would display the correct Amount Due, but the other values were still showing the original amounts from intake.
8913
Security Log - Associate Filter
Filtering the Security Log by associate would inadvertently display all associates whose ID began with the same number. For example, filtering by associate 1 would also display associate 10, 11, 12, etc.
8933
Inventory Reports - Bulk by Invoice
If you entered multiple invoices for a bulk item on the same day and then ran an inventory report grouped by invoice, only the first invoice would display.
9132
Thank You Report - Memorized Error
Memorizing the Customer Thank You report using one of the dynamic date options for Sale Date (Last Week, Last Month, Last Year) would result in an error when the report was run.
9138
Performance Reports - Vendor ID Casing
If the vendor ID on the item had a different capitalization than the vendor ID on the vendor record the item would be excluded from all Performance reports. For example, if the item had 'Pan' but the vendor record showed 'PAN'.
9139
Memorized Item Report - Stone Shape Grouping
Memorizing an Item report that included a grouping by stone shape was not saving properly and would not group by stone shape when subsequently run.
9177
Tender Details - Redundant Color Options
This report had both the old option 'Add Color to Group Totals' and the new option 'Include Colors' which did the same thing. The first option was removed.
9296
Sales Comparison Report - Doubling COGS
If you returned an item and then sold it again the COGS shown on this report would be doubled.
9326
Tasks Report - All Dates and Specific Categories Error
Running the Associate Tasks report using the criteria 'All Dates' in conjunction with selecting specific categories would result in an error.
9362
Sales Analysis by Retail Price Report - Incorrect Age Value
The last age column on this report (>540) was displaying the incorrect age.
9614
Inventory Performance by Age Report - Incorrect Age
This report was incorrectly calculating age when figuring out the number of days a sold piece was in stock.
9656
Memorizing Tender Detail Report - Incorrect Permission
When memorizing the tender detail report for credit cards, the software was inadvertently prompting for the Print/Export permission.
9664
Occasions Report - Missing Spouse Address
If you have a couple and the mailing address is only assigned to the spouse, no address will print on the Occasions Report when it matches on the spouse's birthday.
9711
Report PDF Export - Veritical Line
When exporting a report as a PDF that included barcodes a vertical line would intersect the barcode.
9715
Trade-In Report - Missing Customer Header
The Trade-In report includes the customer but was missing the column header.
9720
Salesperson Performance Report - ARS Truncated
When running the Salesperson Performance Report, if your ARS (average retail sale) exceeded 5 digits it would be truncated.
9721
Care Plan Task SKU Report - SKUs Truncated
When running the Care Plan Task SKU Report, some SKUs could be truncated.
9794
Care Plan Task SKU Report - SKUs Truncated
When running the Care Plan Task SKU Report, some SKUs could be truncated.
9810
Inventory Reports - Group by Invoice
Running an inventory report grouped by invoice without also checking 'Show Each Invoice' would result in invoices being incorrectly grouped together.
9822
Multi-Store - Printing Transfer Requests
When printing transfer requests the To/From stores would be reversed.
9826
Sales Performance Report - Inaccurate GP
The Gross Profit figure on the Sales Performance Report was being incorrectly calculated.
9835
ECon/Shopify - Truncated Meta Tags
If your Shopify tags exceeded 255 characters they would be truncated when imported back to Edge.
9836
Description Generator - Issue Updating Descriptions
When using the Description Generator to generate Item Descriptions, if your old description exceeded 255 characters but the new generated one did not, the description would not get updated.
Permissions
Customers
Modify Customer's Options
Allows associate to make changes to the Options tab of the Customer record.
Dashboards
Open Edge Pulse
Allows associate to open the Edge Pulse dashboard.
POS
Add Job to day that is already full
Allows associate to override daily job limits and set an ETA for a service job that is already full.
POS
Allow Ship To Tax Changes at POS
Allows associate to override and manually enter sales tax on any sale that is being shipped.
Reports
All Permissions Reset
Report permissions have been overhauled and there is now an individual permission for each report. Existing permissions have been reset. You must set associate report permissions before running reports.
System Options
QuickBooks
Lump Cash Payments
Set to true to lump all cash payments when posting to QuickBooks, otherwise set to False to separate cash payments by customer.