What's New on Release 21.1 - Epicor

Maintain Dynamic Promotions (MDP) Enhancements• The new Item List button displays the Item List Maintenance function, where you canquickly see the items included in the highlighted Dynamic Promotion (DP). If thatpromotion doesn’t have an item list, Item List Maintenance still displays, but is blank. Ifthe highlighted DP has more than one item list linked to it (like Dynamic Promotion Type3 can have), you can select the desired item list from a dialog box that displays.• There is a new column for Dynamic Promotion (DP) Type, to indicate the number thatrefers to the type of DP. Currently there are DP Types 1 through 10.• <strong>New</strong> option 9801 “Dynamic Promotions - apply to items posted with manually enteredprice?” Set this option to Yes if items which had their price manually typed into the POSposting area's Price field should qualify for a Dynamic Promotion. Otherwise, set thisoption to No to not allow items with a manually entered price to qualify for a DP. Thisapplies to item(s) which would receive a DP price as well as item(s) that qualify an itemor group of items for DP pricing.For example, the clerk changes the item's price from $14.99 to $13.99 to account for anincorrect bin label, or the clerk is entering the price of a screen repair where the item’sKeep Prices field is set to No. If you want these items with manually entered prices to beconsidered in a “buy one, get one” promotion, or in a “15% off highest priced item”promotion, set this option to Yes. This option does not apply to totals-based DynamicPromotions (Types 7 & 8).• <strong>New</strong> option 9803 “Dynamic Promotions - applies to 'd items?” Set this option toYes if items that were posted to the transaction using the Promo key qualify for aDynamic Promotion. Otherwise, set this option to No not allow a DP on items for which amanual promotion has been given. This applies to items which would receive a DP priceas well as items that qualify an item or group of items for DP pricing. Note that thisoption does not apply to totals-based Dynamic Promotions (Types 7 & 8).• <strong>New</strong> Dynamic Promotion Type 8 “Discount off ‘all item’ total (tiered).” If you want atotals-based promotion to be calculated using the total of all items on the transaction,even non-discountable items, use DP Type 8 instead of DP type 7 (Discount offdiscountable total). DP type 8 also allows the promotion to be gift card, whereas DP type7 does not.• Using a Gift Card as the promotion is now supported on Dynamic Promotion Type 8 andType 10. To use this, you must set Option 9078 “Allow use of Gift Card on DynamicPromotion types 8 and 10” to S (Yes using Sells With Credit SKU for offset), and the giftcard SKU to use for activation must be entered in Option 9079, and this gift card skumust be set up with a "Sells With Credit SKU" for the offset. (See information on Option9078 and 9079 below, which includes steps to set up the "sells with credit sku.")• <strong>New</strong> Dynamic Promotion Type 9 “Instant Rebate.” This type of DP gives the consumeran immediate credit on an item (or items) purchased, and uses the same standard fieldsas the other item-based DPs. Other important aspects are:What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 5

• The discount is always given as a gift card. The gift card SKU must be set up inoption 9079 (including the “sells with” credit SKU that offsets the selling of thegift card).• The gift card is always a fixed amount entered in the “Gift Card Amount” field.• An item list is required – even if the rebate only applies to one item.• Requiring a coupon is optional.• No discount restrictions – this DP applies to all purchases of the item, regardlessof the posted price (even if it is already discounted).<strong>New</strong> Options 9078 and 9079 for Issuing Gift Cards with Dynamic Promotions• <strong>New</strong> option 9078 "POS Allow use of Gift Card on Dynamic Promotion types 8 and 10."When adding a type 8 promotion, you can define a minimum purchase amount and upto six ranges for the system to use in determining the amount of the gift card thecustomer receives. For example, if you want to give a gift card that is 25% of thetransaction's total, but require a minimum gift card of $5 and a maximum gift card of$200, you would set Minimum Purchase amount to $20, Tier 1 Up To amount to $800with Gift Card Percent for 25%, and Tier 2 Up To amount to blank for unlimited with GiftCard Amount of $200. A gift card SKU for the amount of this discount is posted to thecustomer's transaction and activated once the transaction is totaled; therefore, set thisoption to S if you want to allow the use of a gift card on DP Type 8. You can also usetype 10 “Instant Gift Card Reward” if you set this option to S. This type of DP gives theconsumer a gift card for a fixed amount if they purchase a specific item. To set this up,enter the gift card SKU to use in Option 9079 "SKU to use for Dynamic Promotion giftcard.” To offset the amount of the free gift card, the system posts a Credit SKU, whichyou must set up first (see below)• <strong>New</strong> option 9079 "SKU to use for Dynamic Promotion gift card." In this option, enter thegift card SKU to post for Dynamic Promotion Type 8 - Discount off ‘all item’ total’(tiered) or Type 10 – Instant Gift Card RewardSet up a credit SKU to work with options 9078 and 9079, as follows:• Add an SKU to Inventory Maintenance that automatically posts as a credit bysetting its Location to CRED and its Promo Sales Code to C. Also, this creditsku should have Discountable=N, Tax Status=N, Keep Price=Y, Keep Stock=N,Price Rounding=2, Replacement Cost = .001, and Desired GP% = .01%• In Inventory Maintenance, use Misc Menu option W to add this CRED SKU as a"Sells With" (type 4) to the gift card giveaway SKU you entered in option 9079.Set the % of Parent Sku's Price to 100%.• When the system posts the gift card giveaway SKU for the amount of the reward,it also automatically posts the "sells with" SKU as a credit for the same amount.What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 7

LaserCat with ImagesYou can now display thumbnail images within various LaserCat grids. This feature is optional forthe four primary grids – Part Expert, Interchange, Product Expert, and Item Expert. Pleasecontact support for information on setting up LaserCat images.Cash Drawer Balancing Enhancements• <strong>New</strong> option 9797 “Cash Drawer – Cash Drop Warning Threshold.” This option controlswhether the system generates an alert to the manager and a warning to the clerk(optional) when the cash in their drawer is high and a cash drop should be donebecause the drawer’s cash has reached or gone over the threshold amount. This alertand warning will continue to be given at the start of each transaction until the amount ofcash in the drawer is below the threshold. Set this option to zero if you do not want thesystem to generate this alert or warning.Use option 9799 “Cash Drop Warning given to clerk (alert always issued)” to tell thesystem to display this warning to the clerk (you may not want them to be aware ofexcess cash). The alert is always generated regardless of whether you want the clerk toreceive the warning.Use function PDO to define a Paid Out to use for performing a cash drop from adrawer, and to define a Paid In for adding change to a drawer.If the warning is ignored, then once the drawer’s cash has reached the maximumamount entered in option 9798 “Cash Drawer – Maximum Cash Lockout Amount” amanager override will be required to do a cash drop in order to continue using POS.Notes:• Maximum cash is calculated using the drawer’s total cash less the beginningcash.• This option only applies if you are using Cash Drawer Balancing (option 5419 isnot set to “Not Using”).• You can use both this excess cash warning and maximum cash lockout (entervalue in both options 9797 and 9798), or excess cash warning only (enter valuein option 9797 and set option 9798 to 0), or maximum cash lockout only (setoption 9797 to 0 and enter maximum in option 9798).• <strong>New</strong> option 9798 “Cash Drawer – Maximum Cash Lockout Amount.” This option controlsthe threshold at which the clerk is prevented from starting a new transaction becausethe cash in their drawer has reached this maximum amount. Once the drawer’s cashhas reached or gone over this maximum, a manager override by a user that hassecurity bit 1018 “(MO) Ability to do cash drop after maximum cash lockout” set to Yesis required to do a cash drop to reduce the drawer’s cash to an amount below thismaximum.Set this option to zero if you do not want to lockout a POS station when a maximum isreached. An alert is also generated when this lockout maximum is reached.What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 8

Notes:• This comparison is done using the drawer’s total cash less the beginning cash.• This option only applies if you are using Cash Drawer Balancing (option 5419 isnot set to “Not Using”).• You can use both this excess cash warning and maximum cash lockout (entervalue in both options 9797 and 9798), or excess cash warning only (enter valuein option 9797 and set option 9798 to 0), or maximum cash lockout only (setoption 9797 to 0 and enter maximum in option 9798).• <strong>New</strong> option 9799 “Cash Drop Warning given to clerk (alert always issued).” This optiononly applies if you are using Cash Drawer Balancing (option 5419 is not set to NotUsing) and an amount greater than zero is entered in option 9797 “Cash Drawer –Cash Drop Warning Threshold.” A Cash Drawer Cash Drop Needed alert is alwaysgenerated when a cash drawer has reached the threshold entered in Option 9797. Thisalert continues to be generated until the drawer’s cash is below this minimum. Use thisoption to determine if the clerk receives a warning on their screen in POS that “the cashin their drawer is high and a cash drop should be done.” Set this option to Yes if youwant the system to both generate the alert and inform the clerk. Set to No if you onlywant the system to generate the alert.• You can configure options 9797, 9798, and 9799 (described above) in any of thefollowing ways to meet your needs:• You want managers to receive an alert when a cash drawer needs a Cash Drop,but don’t want the clerk to receive this warning, and don’t want to lock out aclerk from doing the next transaction no matter how much cash is in theirdrawer. Set option 9799 to N (only an alert to the manager), set 9797 to theamount of cash to trigger the “Cash Drop needed” alert, and set option 9798 to0.• You want to do same as above, except that you also want the clerk to receive thewarning that a Cash Drop is needed. Use the same setup as above, except setoption 9799 to Y (warning to clerk and manager).• You want the full impact of these options—that is, you want the manager andclerk to receive the warning that a Cash Drop is needed, and want the clerk tobe locked out from doing the next transaction if the warnings are ignored andthe cash in the drawer hits the maximum. Set option 9799 to Y (warning to clerkand manager), set option 9797 to the amount of cash to trigger the “Cash Dropneeded” alert to the manager and on-screen warning to the clerk, and set option9798 to the maximum amount of cash allowed in the drawer that triggers a clerklockout from creating transactions until a Cash Drop is done.• You don’t want any alerts or warnings for a Cash Drop, but if an unusually highcash transaction occurs, you want to lock out the clerk from doing the nexttransaction until a Cash Drop is done. Set option 9797 to 0 and set option 9798What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 9

to this unusually high amount of cash (option 9799’s setting is irrelevant sinceoption 9797=0).• <strong>New</strong> security bit 1018 “(MO) Ability to do cash drop after maximum cash lockout.” Thisbit controls the ability to perform a cash drawer cash drop once the cash in the cashdrawer has reached the maximum amount entered in option 9798 “Cash Drawer –Maximum Cash Lockout Amount.” If the clerk has this bit (as well as bit 552 “Allow NoSale option for Paid Out”), then after receiving the message that the drawer is lockeddue to cash over the maximum, the clerk can perform a cash drop to reduce theamount of cash in their cash drawer. Otherwise, a manager override is required to dothe necessary cash drop. Also refer to related option 9797 “Cash Drawer – Cash DropWarning Threshold.”• Two new Alerts a manager can receive in their Alert User Profile for managing CashDrops: “Cash Drawer Cash Drop Needed” (option 9797 must be greater than 0) and“Cash Drawer Lockout” (option 9798 must be greater than 0). Note: Both of these alertssupport the Signon Store Only capability in Alert User Profile so that a manager can getthis alert only for their store.• Cash Drawer Balancing Viewer now has columns for each individual paid in/out. Inaddition to the existing column for the net of the paid in’s and out’s, now the viewer hastwo additional columns for each paid in/out – the amount and the number taken for each.The column headings for each will be the Description entered in PDO for the paid in/out.• <strong>New</strong> option 8852 “Print 2 copies for these Paid Outs (Paid Ins)” can be set to Yes to printtwo copies of the “Cash Drop” paid out: one copy to go along with the cash removedfrom the drawer, and one copy to place in the drawer. Note: This option has a multiselectlist of up to nine Paid Ins/Paid Outs, so you can tell the system to print two copiesfor particular Paid In/Paid Outs, or for all of them.Tip: If you are using option 9798, in PDO set the description of the paid out you are usingto do cash drops to “Cash Drop”. If the maximum is reached and the clerk has bit 1018 (orgets a manager override), they are taken immediately to the Cash Drop paid out insteadof having to select one from the Paid Out/In menu.Accounting for a cash drop in General Ledger: Each Paid Out (and Paid In) can have itsown GL account; therefore, designate one of the paid outs to be used for Cash Drops.The system will credit your cash account and debit the GL account number entered in theSet Up G/L Passoff window for this paid out. If you enter your normal cash accountnumber as the Cash Drop paid out’s GL account number in the Set Up G/L Passoffwindow, then it will be a wash since it will credit and debit the same account number. Formulti-store users: Since your cash account is probably different in each store, your CashDrop paid out GL account would also be different in each store (but always the same asthe cash account for that store).Open Orders/Pick Tickets Report (ROO) Enhancement<strong>New</strong> report option I “Print Item Location (Large Format Only).” This is only available whenprinting the ROO with Large Format=Yes. It is not available when printing Pick Tickets withOption P (since it is printing an enhanced form, not a report). When you use option I, the item’sWhat’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 10

location prints at the end of the detail line after the gross profit percent. If an item’s location fromInventory Maintenance was overridden during posting, that new location prints; otherwise, itprints the current location in Inventory Maintenance.<strong>New</strong> Option for Internal Comments<strong>New</strong> option 9821 “Prompt if internal comments should print when using Save and Print."Typically, comments marked as internal do not print; however, if this option is set to Y “Ask anddefault to Yes” or X “Ask and default to No,” then when using Save and Print after totaling anorder, the clerk is asked if the “internal comments” that exist on the order should print. Thisoption applies to Orders, Special Orders, Service Orders, and Layaways. It does not apply toEstimates or Transfers. Note: If the transaction does not contain internal comments, this promptdoes not display. When setting this option’s value, if clerks typically answer this question Yes,then set this option to Yes. Otherwise, set it to X.Launch an Eagle for Windows Application from POSExisting option 9290 “URL in POS posting area’s ‘Additional Information’ dialog” now lets youuse the URL to launch Eagle for Windows applications by entering a leading “$” followed by theapplication’s shortcut. For example, enter “$DSQ” to launch Document Scanning from the POSAdditional Information dialog. Note: If you don’t know the shortcut of the program you need, youcan type DSKLNK in the Launch Bar or from the Eagle Browser, click Utilities, then click CreateDesktop Shortcut to find a list of all Eagle for Windows program shortcuts. Remember to setoption 9291 to define a label for the link, such as “Scan Document.”Customer QuickAdd Option Has Been EnhancedOption 9129 “Require specific fields when adding account using POS Customer QuickAdd” hasbeen changed from a Yes/No option to a multi-select list, so you can now select those fields thatyou want to have as required fields when adding a customer in POS Customer QuickAdd(header menu choice 8). Note: In the POS QuickAdd dialog, each field selected in this optionwill have its label preceded with an asterisk (*) to indicate it is required. If the clerk leaves anyone of the selected fields blank and presses Add, he/she is prompted to enter a value in thespecific field or fields. This option only applies when Option 5432 “Allow quick add ofcustomers/jobs in POS” is Yes, and only applies to adding a customer. It does not apply whenmaking a change to an existing customer. The E-mail selection appears in this dialog if option3509 “Allow access to customer contact fields in Customer Maintenance” is set to Yes.Loyalty ID # appears in this dialog when option 1182 “Loyalty Program” is not set to None, Do ItBest Time After Time, or Ace Rewards.POS Item QuickAdd has been Enhanced<strong>New</strong> option 9859 “Required field for POS QuickAdd of Non-Stock Items.” lets you determinewhich fields must be filled in when adding nonstock items. This option applies when usingtemplate items in POS posting to add non-stock (special order) items to inventory. Checkmarkeach field in this list that you want to be required in the Add Part dialog. All fields display in thedialog, but only those selected in this option are required. An asterisk displays next to the fieldsyou have designated as required. Note: Line, Part, Description, Order Qty, Stocking Unit (orPricing Unit if the template is an L-Type [lumber] record), Purchase Unit, and Additional Storesare always required.What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 11

<strong>New</strong> Columns in the Order Document ViewerThe Order Document Viewer (To access it, click Display from the Order Viewer) now has newcolumns for item-level tax code and sales rep. If no override was done for an item, then thecolumn displays the value from the header.Consumer Digital Display (CDD) Enhancements• The CDD now shows the "You Saved" amount if option 320 “Print Savings Line onReceipt Printer?” is set to Yes.• The "You Saved" amount on the receipt and on the CDD now includes any discountgiven after totaling a transaction (either a trade discount or an immediate termsdiscount) if the new option 5956 “Include Trade Discount in the 'You Saved' amount?” isset to Yes.• To avoid confusion, when the customer is changed in the middle of a transaction,causing a reprice to occur, the detail lines posted prior to changing the customer arecleared.True Value Rewards EnhancementThe Customer Detail dialog in POS now shows the True Value Rewards customer attribute ifthe new option 9197 ”Display TVR Customer Attribute in POS Customer Details Window” is setto Yes. This attribute designation displays in the Credit Message field (if this field already hassomething in it, the system appends the TVR customer attribute to the end of the CreditMessage). Customer attributes include:• DIY VIP Foundation• DIY VIP Builder• DIY VIP Achiever• Foundation• Builder• AchieverThe Customer Detail dialog displays after entering the customer (manually or by scanning theloyalty card) on a new transaction It can also be displayed from the mini-header screen by usingMisc menu option W “Show customer balance info” or by going to the big header and clickingthe Credit Message hyperlink.Customer Name Lookup Can Now Be Case-InsensitiveLooking up a customer by Name in the Customer combo can now be case insensitive so thatregardless of entering upper, lower, or mixed case in the customer combo, the system finds thecustomer. To use this feature, set option 8958 “Lookups forced to uppercase (case insensitive)”What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 12

to 1-Customer Sort Name. This automatically queues a utility that changes the sort name touppercase on all existing customers.<strong>New</strong> Option for Terms Discounts<strong>New</strong> option 9851 “Minimum GP% for item to qualify for terms discount” applies to anytransaction that has a Terms Code with a prompt payment discount. This option indicates theminimum gross profit threshold for which an item must be sold to receive the terms discount. Anitem sold with a gross profit less than this percentage will be excluded from the terms discount.For example, if you set this option to 10.00%, and an item is sold with a gross profit of 9.99% orless, the item is excluded from terms discount. Set this option to zero if you do not want thesystem to include/exclude items from terms discount based upon meeting a gross profitminimum. Note: The following options still apply, regardless of how you set option 9851:• 5495 Minimum GP% when price and/or cost manually entered• 600 Apply Terms Discount to Promotion Items?• 620 Apply Terms Discount to Discounted Items?• 650 Apply Terms Discount to Quantity Break Items?• 670 Apply Terms Discount to Pricing Matrix Items?• 690 Apply Terms Discount to Open Quote Items?• 740 Apply Terms Discount to Millwork Assemblies?<strong>New</strong> Option to Print Loading Ticket for Returns<strong>New</strong> option 3121 “Print Loading Ticket for returns” determines if a loading receipt is printedwhen Loading Required items are returned (return or defective return). Set this option to Yes ifyou want to print a loading ticket when a loading required item is returned (return type R) orreturned defective (return type D). Loading Required always applies to items returned as anexchange for defective (return type X).A loading ticket is a second receipt that prints items the customer has purchased (or returned)which require loading (or unloading). The receipt prints ***Loading Ticket*** at the top. Items aredesignated as requiring loading by setting the Loading Required flag in Inventory Maintenance(Codes tab) to Yes or Prompt. Items flagged as Prompt may or may not require loading, and theclerk will be prompted at POS if the item requires loading. You can also override the loadingrequired flag while posting the item by pressing the Menu button and selecting "Enter additionalinformation."Note that this option does not apply to items whose Loading Required flag is set to Prompt. Forsuch items, the clerk is only prompted if the item is sold or returned as an exchange fordefective. This option also does not apply if you print loading tickets to the invoice printer(Option 3119 is set to Y or L). It only applies when printing loading tickets to the receipt printer.Also refer to related option 160 "Print Loading Receipt."What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 13

<strong>New</strong> Returns Validation Option for Lowest Return Price<strong>New</strong> option 9831 “Customers for Lowest Price on returns w/o original receipt/bankcard”determines which customers receive the automatic lowest price for returns without a receipt asdefined in option 9436 “Use lowest price on customer returns w/o receipt/original bankcard." Setthis option to A for all customers; C for cash customers (customer number starts with anasterisk); D for the default customer entered in Option 330 "Default Customer Number?" whichis usually a generic cash customer, such as *5; X for any cash customers (customer numberstarts with an asterisk, or is a non-asterisk customer with the Charge Allowed field set to W—nocharge allowed, no warning).Existing Option for Open Orders/Quotes Has <strong>New</strong> SettingsOption 3513 “Check for customer's open orders or quotes at start of new transaction” has twonew choices: R=Check for orders and quotes for non-asterisk customers only, and Q=Check fororders and quotes for all customers. Set this option to R or Q to see quotes in addition to openorders, special orders, and suspended transactions.<strong>New</strong> Invoiced Orders/Special Orders ViewerThe new Invoiced Orders/Special Orders Viewer (VIEWIO) displays invoices from theQuickRecall Archive which originated from invoicing an Order or a Special Order. It hasselection criteria of Customer, Job, Store, Order #, From and To Date, and Type, or O&S (bothOrders and Special Orders). The viewer defaults to O&S (Orders and Special Orders), but youcan change it to O (Orders) or S (Special Orders). The toolbar’s Display and Drill buttonsdisplay the details of the transaction just like they do in the Quick Recall viewer. The toolbar’sSelect button (only available if you launch this viewer from POS) is just like the one in QuickRecall, allowing you to reprint, view, or fax the highlighted invoice. This viewer can be accessedfrom the Misc Menu of the Quick Recall viewer by selecting D “View invoiced orders/specialorders,” from the Sales Review Menu in Eagle Browser, or by entering VIEWIO in EagleBrowser’s Launch bar. Access to this viewer is controlled by existing security bit 185 “Fullaccess to QuickRecall (archived invoice) documents.”Enhancements for Advanced Order Entry (AOE) aka Customer OrderManagement (COM)• Existing option 115 “Adv S/O Receiving - Print Receipt Tickets or Add to Batch Invoice”has a new choice B “Add POS orders to Batch Invoice.” When the Receiving Report(RRP) with Update Option F is run, the system adds orders with items that are allocatedto orders and special orders to Batch Invoice. The Custom Batch Number used will bemmddyyyyRRPBAT, where mm = month, dd = day and yyyy = year. To invoice andprint these batches, use Batch Invoice Print (RBI) and Batch Print Archived Documents(QRPRINT) as mentioned in the Back Order Fill section.• Two new report options for the Open Order File Report (ROO): T = Create Batch Invoicefor Orders without Backorders (requires Opt 76), and U = Create Batch Invoice forDirect Ship Orders w/o Backorders (requires Opt 76). Note: If ROO with either option Tor option U is being added to a daily end-of-day queue, use the Cutoff Time on theCode Selection tab to tell the ROO to ignore any orders created after that time. Forexample, entering a Cutoff Time of 4PM means that when ROO runs today, it willignore any orders created after 4PM today.What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 14

• COM users can now use the "Ship Complete" flag that is on the Big Header’s ShippingOptions dialog.<strong>New</strong> Option for Calculating DepositsOption 9364 "Calculate Deposit for which customers?" determines the customers for which thesystem calculates deposits. If you do not want the system to calculate deposits for anycustomers, set this Option to N. If you want to calculate deposits, set this option to A for AllCustomers; set to C for cash customers only (customer number starts with an asterisk); set to Xfor any cash customers (customer # starts with an asterisk, or is a non-asterisk customer withcharge-allowed of N or W); set to D for the default customer entered in Option 330 "DefaultCustomer Number?" which is usually a generic cash customer, such as *5; or set to Y forcharge customers (non-asterisk customer regardless of how charge-allowed is set).If this option is set to T, then the old-style of option (a preference) set in POS/Tools/Options oneach POS station is what the system will use. We recommend you change this option to achoice other than T instead of using this old-style of setting an option. The new option gives youmore flexibility than the Calculate Deposit choices in the POS/Tools/Options preferences.Note: This option does not apply to Layaways where the suggested deposit is always calculatedfor all types of customers.<strong>New</strong> Alert for Invoicing Special Order Item Not ReceivedAdvanced Special Order users can set new option 9837 “Create alert if invoicing special orderitem which hasn't been received” to Yes so that the system will create an alert whenever aspecial order is invoiced and it has one or more items sourced to a PO which hasn’t beenreceived yet. Any user who wants to receive this alert must go into their Alert User Profile andset “S/O Invoiced-item not received” to Yes. Refer to related Option 5448 "Warn if invoicingspecial order with items which haven't been received" if you want the clerk to receive thiswarning when they attempt to invoice a special order in this state. There are several ways touse these options together:• If you want the clerk to receive this warning in POS, and also create this alert if theycontinue invoicing the special order despite this warning, then set option 5448 to eitherY or C and set this option to Yes.• If you want the clerk to receive only the warning in POS, and no alert if they continuewith invoicing, then set option 5448 to Y or C and set this option to No.• If you do not want the clerk to be warned in POS, but do want to have the system createthis alert when a special order with un-received items is invoiced, then set option 5448to No and set this option to Yes.Credit Authorization Improvements• Account Balance—When a transaction is tendered with a Visa or MasterCard prepaidcards, the card’s remaining balance (if provided by the processor) now prints on thecustomer’s receipt.What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 15

• Partial Redemption—Visa and MasterCard debit (including prepaids) cards now supportpartial redemption. For example, if the customer’s transaction is $50 and they use theirMasterCard gift card which only has $30 available, the transaction automaticallyapproves for $30, then returns to the Totals screen. POS now prompts the clerk withthe remaining outstanding amount due on the transaction. If after the card has beenapproved, and it is determined the customer does not have sufficient funds to pay theremaining balance, the clerk can void the previous authorization and/or transaction bypressing F10. If the void processes successfully, the funds are immediately put backonto the customer’s card, or you are prompted to issue a credit to the account that willbe processed in the nightly settlement.• Transaction Voids—The system now attempts an authorization void instead of issuing acredit when the clerk voids a transaction which was already partially paid by a credit ordebit card. For example, if the customer’s transaction is $50 and they process a VISApayment for $25, and they don’t have cash to pay for the remainder and tell the clerkthey are not going to buy the item, the system now initiates a transaction void for the$25 authorization instead of issuing a $25 credit when the clerk voids the transaction.This avoids having their credit card statement reflect the original authorization and thesubsequent credit transaction.This benefits you as the merchant because it reduces thefees paid for transaction processing, and does not affect the cardholder’s account in theprocess. This feature also applies when creating a transaction reversal of a transactioncreated today and paid by credit card.• Gift Cards – A new Gift card activation option has been added that will allow you to “AddFunds” to an existing Gift card rather than selling a brand new gift card. To use thiscapability, add an additional gift card SKU to Inventory Maintenance using theinformation in online help, but set the Gift Card SKU field on the Additional Codes Flagsdialog of Inventory Maintenance to A-Add Funds. Only use this Add Funds SKU whenyou know the card has been previously activated and you want to increase its value, orenable its reuse if it was depleted of funds. Note that using the Add Funds SKU toactivate a new card will result in a failed activation. To use this new Add Funds feature,you must verify that your Gift Card processor supports the Add Funds feature.Debit Card Enhancements• Payment by Debit card is no longer required to be the final method of payment. POSnow allows tendering of multiple debits cards, partial debit payment, and split paymentswith other forms of tender in any payment order.• Option 4902 “Does pinpad ask for verification of amount prior to sending auth request.”This option controls the ability to bypass the pinpad's prompting to verify the amountbeing authorized. Set this option to Yes if you want the pinpad to ask the customer ifthe transaction amount is correct. Otherwise you can set this option to No to speed upthe authorization process by eliminating this part of the customer interaction.Notes:• Applies to all types of payment authorizations - i.e. debit, credit, gift.• Exception - adding “cash back” to debit will always ask the customer to verify theamount, regardless of how this option is set.What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 16

• Only available on the 65XX series pinpads.• There is no ability to only prompt for verification when the amount is above acertain threshold.<strong>New</strong> Choices for Existing Sales Rep OptionTwo new choices have been added for existing option 9300 “Default POS Header's Sales Repto the customer's Sales Rep?” (this option only applies if option 9299 "Show Sales Rep field inthe POS " is set to Yes): B = Sales Rep or Clerk if Sales Rep is blank, and C = Clerk. If thisoption is set to B, the Sales Rep field on the mini-header, big-header, and service order headerscreens of POS will default to the value that is in the customer's "Sales Rep" field. If customer’sthe "Sales Rep" field is blank, Sales Rep will be set to the Clerk. If this option is set to C, theSales Rep field on the mini-header, big-header, and service order header screens of POS willdefault to the current clerk.Windows Inventory EnhancementsInventory Balancing Report (RIB) Enhancements:• <strong>New</strong> Understocked option R "Return all overstock (ignore understock calculation)" whichcan be used to move the overstock from the stores identified in the Overstock Storesfield to the Store entered in the Understock Store, regardless of that understockedstore’s current stocking level. This option is useful if you want to move all overstock tothe main store or warehouse for returning to the vendor. When using option R, thefollowing do apply: the From/To “Understock Store Ranges,” “Exclude from understockif” rules, and selection options I, X, and Z.• <strong>New</strong> rule for “Exclude from Overstock If” that is called “Days since last receipt is lessthan XXX days ago." This rule excludes overstocked items whose last receipt date isless than the value entered into this field. This rule helps to eliminate sending back itemsthat were sent to the store for a customer pickup and they have not yet come in to pickthem up.Inventory Import Tools Enhancements• Inventory Import can now automatically run the Flexible Inventory Load Report (RFL)option F to finalize records if you enter the stores to update in the “Stores for chg” field(defaults to blank) when mapping the import in the Inventory Import Designer. If you area single-store user, you can enter 1 in this field and the RFL (F) automatically runs. If“Stores for chg” is left blank, the RFL (F) will not run automatically.• (Multi-Store users only) – If your import includes store-specific fields where the samevalue needs to be updated to all or some stores, you can now do one single import anda single RFL (F), whereas before this enhancement you had to run the import for eachstore and then run the RFL (F) for each store. When mapping the import in the InventoryImport Designer, populate the “Stores for chg” field with the stores you want to update.You can enter individual stores separated by commas, or a store group. Note: When youuse the “Stores for chg” field, the system still creates RFL records for each individualWhat’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 17

store, and automatically queues and runs RFL (F) for each of these stores. If you leave“Stores for chg” blank, the Store value shown under the Import Options in the ImportDesigner is used, and you will still need to run the RFL (F) manually.Physical Inventory Posting (PIP) Enhancements• You can use the Drill button on the toolbar to launch the Inventory Transaction Register(ITR) “By Part” viewer, which carries in the highlighted row’s Line, Part, and Store.Note: Option Configuration’s Misc Menu choice E "Maintain extended items searches"for I (Inventory) controls this lookup functionality in Physical Inventory Posting (PIP).<strong>New</strong> Option for Modify Item Promotions (MIP) Expanded Format<strong>New</strong> option 9833 “Display the "Modify Item Promotions (MIP)" grid in expanded format?” can beset to Yes to have the system show additional inventory and sales history information in MIP(see list below). Note: Setting this option to Yes can affect how long it takes to load data intoMIP. If you find that loading the viewer is taking too long, set this option back to No.• Curr Sales Units – the current period’s sales units• YTD $• YTD Units• YTD GP$• YTD GP%• YTD Trx• LYR Units• LYR Sales• LYR Cost (avg)• LYR Cost (repl)• LYR Promo Units• To date Sales• Two years of sales history (26 individual periods)• User Codes A1 thru D4 (16 individual columns)• Date Last ReceiptWhat’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 18

• Date AddedAdd Timed Promotions with RPD-Modify Promotions ReportIf option 9381 “Allow use of 'timed' promotions” is set to Yes, you can now add a TimedPromotion from RPD when using the Add mode. Simply fill in the Timed Promos page to add atimed promotion. Note that you must enter either % off retail, $ off retail, or a specific promotionprice. If you enter a promotion price, then this price is used for all items being added. Start andend times are entered as a 24-hour clock. For example, for 1:00pm, enter 1300.<strong>New</strong> Option for Multistore UsersOption 2002 “Master data fields to keep as store specific (IMU)” is a new option which currentlyhas only one selection, which is the “Web?” flag for iNet 2.0 users.High Performance Inventory Viewer EnhancementThis viewer now supports Posting Qty and multi-item select for posting a set of items from theviewer when launched from the Purchasing & Receiving window.Quicker Multistore Changes for DepartmentsThere is a new option for multistore users that makes it quicker to change a field in theDepartment file (MDE) that should be kept the same in all stores. When you press change inMDE for a store, any field you have selected in option 2004 “Store specific fields to copy to allstores when pressed in MDE” is copied from that store to all stores in which thedepartment exists (regardless of how security bit 12 “Add/Change/Delete data in all stores” isset). The fields from which you can select are:A=Department NameB=GP%C=Square FeetD=Linear FeetE=Web?F=Non-Merchandise Department?G=Exclude from Points CalculationH=Trip Point MultiplierLabel Manager Enhancements• Print Either UPC or SKU Barcode--The new field “UPC else SKU” in Label Manager isavailable to print on labels using one of the IDAutomationC128 barcode fonts. Thesystem prints the UPC as the barcode if the item has one, and if it doesn’t, it prints theSKU as the barcode. When the barcode is scanned in POS, RF, or Eagle Mobile, thesystem first tries to find the item using the value as a UPC, and if not found, then it usesthe value of the barcode to find the item by SKU. Note: In Device Configuration, thePOS scanner’s scan option “Scan barcodes that are not UPCs” must be check-marked.What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 19

• Added the following fields for including on a label: Last Received Quantity and LastReceived Date (last receipt finalized by RRP). These two fields were also added as“columns to view” in the Label Manager grid.Label/Bin Label EnhancementThe Label Report (RLA) and Bin Label Report (RBL) have a new report parameter “Only ifRetail Changing?” that is available when printing from the Price Change file. When this option isset to Yes (“Print only if new retail different from current retail”), the report only generates labelswhere the <strong>New</strong> Retail is different than the Current Retail in the Price Change grid/report. Whenthis option is set to No (Print if <strong>New</strong> Retail non-blank, even if same as current retail), the reportgenerates labels for all items in the Price Change File regardless of whether or not the <strong>New</strong>Retail is different than the Current Retail. The default value for this new option is Yes.Price Synchronization EnhancementIf you use Price Synchronization (option 3080 “Allow price synchronization” set to Yes), if anitem’s Synchronize Costs is Yes (or it is O, and option 3082 “Default for WinIMU “SynchronizeCosts” flag” is set to Yes), the alternate vendor cost on the Vendor tab now synchronizes (i.e., iskept the same) across all stores.Sales Rep Sales-to-Credits CommissionThis new feature allows you to more easily produce net sales reporting by counterperson. Thesystem obtains this information by automatically applying validated returns against the originalselling counterperson. This feature is important if you use sales commission plans.To use this feature, set option 9300 so that the POS header’s Sales Rep field defaults to thesigned-in clerk/counterperson. This value is then applied to all line-item sales and non-validatedreturns on the transaction in the line-item’s Part Sales Rep field. Returns validation uses thisinformation to apply the original selling Part Sales Rep to the return line-item, regardless of thecounterperson processing the return. This is important because the counterperson processingthe validated return is often different than the counterperson that originally sold the items. Theinformation is available in the Compass Sales Detail cube. You can choose to either display ornot display the Sales Rep field on the POS header screen with option 9299 “Show Sales Repfield”. Option 9300 functionality remains the same, regardless of how option 9299 is set.Windows Purchasing & Receiving Enhancements<strong>New</strong> Security Bit to Lock Down Changing Vendor Name FieldSecurity bit 813 “Ability to change Vendor Name in Vendor Maintenance (MVR).” See theWindows Security section of this document for more information.Receiving Report (RRP) Enhancement to Prorate Freight/Other Charges<strong>New</strong> Update Prices option B “Prorate freight and other charges for Landed Cost” on theReceiving Report (RRP). This new pricing option only applies if option 105 “Use landed cost inreceiving” is not set to No in Options Configuration. When you select this new report option B,the freight and other charges are prorated per the items that have been received, therebycalculating and updating landed cost just for the items being received. Use option B when theWhat’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 20

Freight and Other Charges represents those fees for the entire order regardless of how manyindividual shipments will be received. The system will calculate a percentage of the freight andother charges amounts based on the item’s received cost or weight (depending on how option105 “Use Landed Cost in Receiving?” is set) instead of using the entire freight/other chargesamounts. The percentage calculated will be used in calculating the landed cost, which gives amore accurate inventory average cost for the item. The remaining portion of Freight and OtherCharges remain on the open PO.For example, if you have a purchase order that contains two items, one costing $25.00, anothercosting $75.00, there is $10.00 in freight, the purchase order is set to backorder yes, and youhave selected to land cost based upon extended cost. During the first receiving of themerchandise, only the first item is included and only $2.50 in freight is used, leaving thepurchase order open waiting for the second item to be received and $7.50 will be shown as thefreight remaining to be used.The amount of freight and other charges that is applied is based upon a simple ratio of theportion being received. In this example, total merchandise was $100, the amount being receivedwas $25, (100/25 = 0.25). The total amount of freight was $10.00, therefore (10 X 0.25 = 2.50)and $2.50 in freight was applied. If you land cost based upon weight, the same calculation isused, but in place of the cost, total weight and the weights of the items are used.<strong>New</strong> Option Automatically Changes Future POs to Normal When CurrentSet option 9823 “Change Future POs to Normal POs once they become current?” to Yes if youwant the utility “Fix Quantity on Order” (AUDITO) to automatically change Future POs to NormalPOs once they become current. A Future PO becomes current based on option 104 “Number ofDays Before Future PO Quantity Becomes Current.” For example, if option 104 is set to 14, thesystem considers Future orders that are due within the next 14 days as current.If this option is set to Yes, then when AUDITO runs with option F, it reads through all the FuturePOs on your system. If it finds future POs that are considered current (per option 104), thesystem automatically changes this Future PO to a Normal PO. This means the order quantitiesare deducted from the Future Order Qty (FOQ) field in Inventory Maintenance, and added to theQuantity on Order (QOO) field. If this option is set to No, the system (RSO) still considers aFuture PO as current (based on the number of days in option 104) but the quantities remain inthe FOQ bucket in Inventory Maintenance and the PO will remain a Future type order inPurchasing (MPO).Purchasing Information Report (RPP) Can Now Delete POs with Only CommentsRemainingThe Purchasing Information Report (RPP) has a new report option, which is G “Delete PO’s withonly comments remaining.” Report Option G can be used to delete PO’s (status X, or F, or P)which have nothing left on them except comment lines (all remaining lines have a blank SKU).Automatically Recalculate Number of Weeks on Order Point Report<strong>New</strong> Order Point Report (ROP) option W “Recalculate the # of weeks at the time the report runs(Method 3)” uses the current system date at the time the report is run and updates the numberof weeks in each period on the OP Weights page of ROP. This change is most useful when theWhat’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 21

ROP is saved in a queue or when recalling a saved view in ROP. This option is only used whenrunning ROP with Method 3 in the OP Methods section of the report.<strong>New</strong> Columns in Purchasing & Receiving (MPO) for Multiple Order PointsThe columns Order Point A, Order Point B, Order Point C, and Order Point D have been addedto the Purchasing & Receiving Posting grid. These new columns are only populated if you useMultiple Order Points (option 1057 “Multiple Order Points on System” was set to Yes by anEpicor representative), and option 8285 “Display the PO create/maintain posting grid inexpanded format?’ is set to Yes.<strong>New</strong> Purchasing and Receiving Security Bits• Bit 995 “Ability to add a discontinued item to a PO.” If a clerk has this bit set to Yes,he/she can post a discontinued item to a purchase order. If a clerk has this bit set toNo, he/she cannot post a discontinued item to a purchase order.Note: If this bit is set to Yes and option 2806 "Display warning when adding adiscontinued item to a PO" is set to Yes, the clerk will receive a warning that the item isdiscontinued, but will be able to continue adding the item to the PO.• Bit 996 “Ability to add an item if none of the item's vendors match the PO Vendor.” If aclerk has this bit set to Yes, he/she can post an item to a purchase order even if none ofthe items’ vendors match the PO's Vendor. If a clerk has this bit set to No, he/she cannotpost the item which is not linked to the PO's vendor. Note: If this bit is Yes and option2820 "Display warning if none of the item's vendors match the PO Vendor " is set to Yes,the clerk will receive a warning that the item is not from this vendor, but will be able tocontinue adding the item to the PO.EDI ERP Enhancements• The spooled report EDIRP now shows the Vendor, PO Number, and Invoice Number inthe Comments column in Spooled Report Maintenance (MSP). This makes it easier tosearch for a given EDIRP report.• When electronic invoices are downloaded to your system using EDIRP, a copy of thevendor’s invoice is automatically sent to the spooler. This allows you to preview theinvoice before reconciling it to your PO. It also provides a copy of the invoice, which thevendor usually no longer sends to you once you start receiving invoices through EDI.Buyer’s List Enhancements• There is a new column for Manufacture Part Number.• The existing column Trans Type now distinguishes between a Direct Ship Order and anOrder.What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 22

<strong>New</strong> Option Makes Manual Receiving Easier<strong>New</strong> option 9856 “Using 'Click Mode' in Windows Receiving?” is useful if you manually enterreceipt quantities on purchase orders (versus using RF or Eagle Mobile Receiving), andparticularly if you receive merchandise in multiple shipments (the Backorder field is set to Yes).With this type of PO, you must use receiving method E (receiving by exception) and enter thequantity for items received (whether partially and fully received), and the untouched itemsremain on the PO on backorder. Using the Click Mode, receiving fully received items is mucheasier because you simply click the checkbox at the beginning of that row, and the systemautomatically moves the Quantity on Order (QOO) amount to the Qty Received column.Set option 9856 to Y if you want a purchase order received with method E (receiving byexception) to always be in click mode; set to P if you want the system to ask you if you want tobe in click mode, defaulting to Yes; set to X if you want the system to ask you if you want to bein click mode, defaulting to No; and set to N if you do not want to use click mode.With click mode enabled you can:• Click the checkbox of an item whose full order quantity was received. The systemautomatically receives the quantity ordered.• Click an item where a partial amount of what was ordered has been received. The itemdisplays in the posting area for you to enter the quantity received and press Enter topost• Delete any item not received and not backordered from the PO.• Remaining untouched items will remain on backorder.Once all quantities have been received, you must press F5 to finalize your work in the ClickMode.Note that the Click Mode is session-specific. You can turn it on and off from the Header screenusing the hyperlink “Click Mode Enabled” (or Disabled), and from the posting screen by usingMisc Menu R "Toggle Receiving Click Mode." Also note the following: If you forget to clickChange, the following warning displays: “Auto receipts (checked rows) haven’t been finalized.Select Yes, then press to finalize them.” If you accidentally click the wrong row/item,simply uncheck the checkbox (by clicking on it) and this will reset that line’s QOO and QtyReceived to the original values.Windows Accounts Receivable EnhancementsAge Statements’ Unapplied Credits and Payments Based on Due DatesStatement Report (RSM) new option H “Age unapplied credits and payments for Open Itemaccounts based on Due Date.” This option works the same as the Aging Report (RAG) option Ythat became available on release 20.1. You must have existing option 3556 “Calculate duedates on unapplied credits same as invoices” set to Yes in Options Configuration so thatunapplied credits have a due date based on terms. Use RSM Option H to have unappliedcredits for Open Item Accounts age based upon their Due Date period. If you do not use optionWhat’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 23

H, they are aged based on Due Date, but then additionally if a credit balance exists, the systemapplies the credit to the next most current aging bucket. This moving forward of the creditbalance is not done when using Option H.Longer Email Address Allowed in Customer MaintenanceThe email address for a contact name entered on the Names tab of Customer Maintenance hasbeen increased from 32 characters to 76 characters.Inactive Customers Report (RIC)To use this report, you must have “Audits and Archives” (option 802 “Customer MaintenanceChanges Viewer on system” must be set to yes). You must also have security bit 843 “AllowInactive Customer report (RIC).” Use this report to produce an audit report of inactivecustomers, so that you can re-run the report using option F to delete them.If option 1182 “Loyalty Program” is Ace Rewards, an account will be deleted when running theRIC report with option F if it meets the following criteria:• The customer’s Ace Rewards Status must be Inactive.• The account must have no Open Items in Open Item Maintenance (MOI) or Received onAccount (ROA)—the account must be completely purged of any and all invoices andpayments.• The account must have no departmental sales history (in Customer Maintenance, tab 3)If Option 1182 is not set to Ace Rewards, an account will be deleted when running the RICreport with option F if it meets the following criteria:• The Last Sale Date must be 24 months or older at the time the report runs, assumingyou leave the Last Sale fields on the From/To page of RIC blank. Alternatively, you canenter a specific date which must be at least 24 months ago or older.• Account Opened date must be 24 months or older from the time the report was run – thiswill avoid potentially deleting new accounts• The account must have no Open Items in Open Item Maintenance (MOI) or Received onAccount (ROA) - the account must be completely purged of any and all invoices andpayments.• The account must have no active job accounts• The account must have no departmental sales history (in Customer Maintenance, tab 3)• The account is not used as a “Bill To” for another customer accountWhat’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 24

• Online Feeds (Merchant Feeds). These are intended to drive customers to your iNet site.Online Feeds send products available for purchase in your iNet store to Google. As aresult, consumers shopping on the web can search/find the products they are lookingfor, and are taken to your iNet site to complete the purchase. Feeds are transmittedbased on Google’s recommended schedule. Currently, Product Listings transmit weekly.• Local Feeds. These are geared to drive customers to your physical store(s). Local Feedssend products available for purchase at your physical retail store(s) to Google.Consumers looking for products online can find the products and their availability status,and are given a map and directions to your store location to make a purchase. This canbe a very powerful tool to bring online shoppers, particularly those using mobile phonesor other mobile devices, into your store(s). Feeds are transmitted based on Google’srecommended schedule. Currently, Price/Quantity updates are transmitted daily, ProductListings are transmitted weekly, and Business Listings are updated monthly.• Improved Search Engine. iNet’s search engine has been improved to use the newproduct data cache. iNet keywords, iNet descriptions, Inventory Maintenance notes, andcoop descriptions are now searchable from the standard and advanced search. Twocharacterwords are no longer excluded from searches. The method used to search byitem code can now be controlled on the Advanced search page. This impacts searchingfor item code, UPC, or manufacturer part number. iNet searches for the terms entered inthe search box – it will do a “partial match,” allowing a user to enter a portion of theword. If a user enters multiple search terms, iNet requires both terms to be in the result.If the user uses the Advanced search page, it allows the user to search specific fields asbefore (UPC, MFG, Department, etc.) and requires that they match in addition to thesearch terms entered for description. Search results are sorted based on rank, and rankis based on the number of times a search term appears for an item, and is also weightedbased on where the term appears. Words in the title, or words specified as keywords,carry more weight than a word in the description. In addition, while iNet does a partialmatch, words that are an exact match to one of the search terms are also given a higherweight.• Employee Order Entry allows employees to place orders on behalf of customers.Employees can login to the administrative interface and then use an order entry/POSlikeinterface to create orders. This module, which is a purchase option, works on both adesktop web browser and an Android Tablet. The interface varies slightly, based on thedevice used.• You can now select the Balances page as a default home page for customer accounts.When editing a customer account, simply select the Account Balances page as thedefault page they see after they log in to iNet.• Web designers can now remove the HTML table that was used to create multiplecolumns when displaying sub-categories in the store.• Ability to display the department list on all pages instead of just “store pages.” The newsettings can be found in Store Administration -> Settings -> category_menubox.• iNet can now charge taxes based on the customer’s zip+4 code. When adding tax codesto the iNet tax map, you can now create an entry for a specific zip+4 range. When aWhat’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 27

customer goes through the checkout process, if they have entered a zip+4 code, theniNet will first check for a tax rate set on their zip+4 code, and use that rate. If there is norate for their zip+4, or they did not enter one, it will fall back to the standard tax map byzip/state/country.• Browse Mode Feature. In Store Administration -> Settings, there is a new setting calledbrowse_mode. This setting controls how a consumer navigates the Eagle departmenthierarchy when browsing the iNet store: 1) Full Tree (default setting)- Departments,classes and finelines appear as per the Eagle hierarchy. 2) Simple Tree – Departments,classes and finelines appear as per the Eagle hierarchy. Products appear at the levelthey are defined if there are no further sub-categories at that level. 3) Flatten Finelines –This setting works like “Full Tree,” except that finelines are omitted. 4) Refine Mode – Allproducts appear starting on the main page,and from there you can “refine” the list bydepartment, then class, and then fineline. 5) Refine Mode [Custom Homepage] - Unlikethe Refine mode, this setting doesn't show products at the top level (prior to selecting adepartment). 6) Category Menu [ Replace] - The list of categories to refine a search byreplaces the existing category menubox. 7) Category Menu [Extend] - The list ofcategories to refine by appears in the same location as the existing category menuboxas a separate menu. 8) Category Menu [ Extend, Replace top level only] - The list ofcategories to refine by appears in the same location as the existing category menuboxas a separate menu, except at the top level, where it replaces the category menubox. 9)Refine Menu – The list of categories to refine by is created as a new menu. This uses anew template variable and therefore requires a web designer.• Improved Time Zone Support. iNet now displays times in the time zone specific to theiNet site. There is a new setting under Configuration->Settings->timezone where you setthe time zone for a specific site. This only reflects the iNet time-zone. When Orders areplaced in iNet, the order log and the events on the log appear in the administration side.• Canadian Postal Codes and U.S. zip +4 codes are now supported in the following placesin iNet: 1) All areas where postal codes are visible, 2) When creating linked guestaccounts, 3) When editing user preferences for linked guest accounts, 4) When Editingcustomer’s address in the Accounts Online module, and 5) When entering shippingdestinations in the online store.• Surcharges on third-party shipping. You can now set up surcharges on the shippingcosts that are returned by third-party shippers (FedEx, UPS, and USPS). The surchargeis defined separately on each iNet shipping method. Surcharges can be a percentage orflat rate, and they use Minimum/Maximum charge settings.• <strong>New</strong> iNet Reports: 1) <strong>New</strong> Category Report that lists custom categories, available fromStore Administration -> Custom Categories. The report allows you to list all customcategories, or look for missing images or linked categories. The export links allow you toexport the full category settings/data from the iNet database as a CSV file. 2) StoreAdministration-->Departments->Reports->List Products now includes all items.Previously, only products customized directly from the department tree were included. Anew option limits the results to those customized directly from the department tree.Additionally, this report now shows the I/T/P indicator for what images/media exist for anitem: I = Image, T = Thumbnail, P = PDF. 3) Departments->Reports now contains anexport Product data option that exports all customized product data in iNet as a CSV file.What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 28

• Enhancements for managing custom product data in iNet. Several additional indicatorsand warnings now appear throughout iNet to provide better visibility into what additionalproduct data has been loaded in iNet.• A warning now appears after saving iNet data for a product if the product existsin multiple places in the catalog. The warning will include a link to view otheroccurrences of the product.• When listing items in the custom catalog, an indicator will appear on any productthat occurs multiple times in the iNet database. Clicking on the warning will list alloccurrences of that product.• When a consumer browses the Eagle department tree, iNet can display customproduct data that is either customized directly in the department tree, oralternately from the custom catalog if products have been defined there.• When listing items as an administrator in the department tree, a new indicator willappear to show all places within iNet where custom data for the product mayhave been loaded. This allows you to modify existing data instead ofunintentionally creating duplicate entries.• The PayPal solution logo now appears at the bottom of the shopping cart. This logoappears on the select payment page when PayPal is set up and is a possible shippingoption for the order. This helps indicate to the customer that PayPal can be used forcredit card payments in addition to using a PayPal account.• Display a user’s default store. When listing users in User Administration, a new columnhas been added to indicate a user’s default store.• The shopping cart now follows the Store Administration->Settings->consolidate_locations setting when determining the quantity available to order. Thisimpacts the quantity iNet considers available when placing an order and interacting withthe zero quantity behavior setting. If there is zero available in the store to which theorder is associated, and some quantity is available in another store that is visible online,iNet consider the product to be in stock.• The Subtotal, Shipping, Tax, Freight Allowance, Discount and Final Total now appearwhen viewing detail for an order in the iNet order log.• Eight-character password requirement. The minimum password length for both customerand employee accounts has been changed to 8 characters.• Include additional customer information when an order is placed by a guest account thatis not linked to a unique Eagle account. When orders are placed by a guest account iniNet and the link_guest_accounts setting is set to No, then there is no unique customeraccount in Eagle for the order, and iNet has limited data available on the customer. Thefollowing improvements have been made for orders placed in this setup: 1) The iNetuser’s phone number is now added as a comment on the Eagle order when placing theorder as a not-linked guest account. 2) iNet user details are added to the sold-to/ship-toWhat’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 29

section of the iNet order/receipt when the order is placed by a non-linked guest accountfor in-store pickup.• The customer’s loyalty balance now appears on the Balances page for rewardscustomers.• The employee interface now supports searching for customers by loyalty ID. Loyaltynumber is now available in any of the standard customer search boxes, in addition tocustomer name, customer code, and other search fields.• The employee interface now supports searching by UPC and MFG SKU in any of thestandard inventory search boxes.. These are in addition to description and SKU.• <strong>New</strong> setting to enable/disable Product Reviews. Product Reviews is no longer controlledby an Eagle license flag; the application can now be turned on or off by a new iNetsetting: Store Administration->Settings->enable_product_reviews.• The Department List under Store Administration now only includes stores that are visiblein the online store. In addition, iNet will start at the default store instead of “all stores.”• Customer Reference fields added to iNet shopping lists. These new fields allow theconsumer to add additional information to the list of products they buy on a regularbasis. There are three additional fields that have been added: Minimum, Maximum, andLocation. To enable these fields, you must 1) Set enable_list_reference_fields to Yes inStore Administration->Settings, and 2) Add these fields to the display in Configuration->Tables and Lists->Shopping list. You can include these fields when importing CSV filesinto shopping lists, shopping lists can be sorted by these fields, and customers andemployees can update these fields as they update the existing default quantity field.When accessing shopping lists from the Employee Order Entry module, the list of itemsshown can be filtered based on the Location column. If items are added to the orderfrom a list filtered by location, the location is added as a comment on the order, ahead ofthe list of items added.• <strong>New</strong> features available to employees when managing customers shopping lists.Employees can now import CSV files into shopping lists, and can now change shoppinglist names, sort methods, and shared status.• Additional sorting options for shopping lists. Shopping lists can now be sorted by thesequence they were added to the list, and by the new customer reference fields.• The shopping list value can now be hidden when viewing shopping lists. A new StoreAdministration setting, show_list_subtotal, controls if the total value of all items in theshopping list appears when viewing a list.• <strong>New</strong> Event Log. A log viewer has been added to iNet to assist with troubleshooting. Thelog is accessed under the Configuration menu, and will include the following:Login/Logout Events, password and other account changes, any errors returned to iNetfrom Eagle, payment processor events and errors, and automatic events (InventoryCache updates, Data Feed Generation, etc).What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 30

• Improvements to additional product images.• The additional images popup window has been replaced by a new more modernlooking popup instead of opening a new browser window. The new popup willgrey out the main web page to emphasize the product image.• Each additional image can now have a unique title and description--these can beset from the additional images maintenance page in iNet Administration.• In addition to loading standard images (gif, jpeg, png, etc), you can also uploadflash animations. To do this, use the standard “Add Image” form and simplyupload a .swf file. iNet will also support embedding a YouTube video in theadditional images popup.• If you have loaded multiple images, there is now a “handle” that will appear whenviewing the additional images page. This handle can be used to drag and dropthe images to change the order in which they appear.• Additional images are now saved by inventory item instead of iNet product. Theycan be edited by clicking the Additional Images link on any occurrence of theproduct. The product must exist at least once in the iNet database. If there is onlyone occurrence of the product in iNet, deleting it will delete the additional images.• iNet now can give consumers the ability to select “Pay in store” instead of using a creditcard when they are placing an order for in store pick-up. This option only appears forusers that cannot “place an order on their account” such as guest(retail) users orcustomers with an Eagle account set to not allow charges. Store Administration->Settings->enable_pay_in_store will enable this choice for orders set for in-store pickup.Each shipping method can also be set to enable pay in store when the shipping methodis used for an order. Pay in store will create an order in Eagle, and not require paymenton iNetWindows Security EnhancementsNote: The conversion to server level 33 will set the first four new security bits to Yes becausethey were added to control functionality that existed on prior software levels.• <strong>New</strong> bit 813 “Ability to change Vendor Name in Vendor Maintenance (MVR)” controlswhether or not a user with MVR change privileges (bit 176=Yes) can change the Namefield. The purpose of this bit is to lock down who can change a vendor’s name, which iswhat prints as the payee on Accounts Payable checks. If you want a user to be able tomake changes to all fields in Vendor Maintenance except for the vendor's Name, thenset bit 176 "Change Vendors" to Yes, and this bit 813 to No.• <strong>New</strong> bit 995 “Ability to add a discontinued item to a PO.” If a clerk has this bit set to Yes,he/she can post a discontinued item to a purchase order. If a clerk has this bit set to No,he/she cannot post a discontinued item to a purchase order. Note: If this bit is set to Yesand option 2806 "Display warning when adding a discontinued item to a PO" is set toYes, they will receive a warning that the item is discontinued but will be able to continueadding the item to the PO.What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 31

• <strong>New</strong> bit 996 “Ability to add an item if none of the item's vendors match the PO Vendor.” Ifa clerk has this bit set to Yes, he/she can post an item to a purchase order even if noneof the item's vendors match the PO's Vendor. If a clerk has this bit set to No, he/she willnot be able to post an item which is not linked to the PO's vendor to the PO. Note: If thisbit is Yes and option 2820 "Display warning if none of the item's vendors match the POVendor " is set to Yes, they will receive a warning that the item is not from this vendor,but will be able to continue adding the item to the PO.• <strong>New</strong> bit 997 “View inventory miscellaneous information (IMU Misc tab).” Note: Becausethe Misc tab in Inventory Maintenance only appears when certain Eagle features areenabled, you may not see this tab in Inventory Maintenance even if this bit is set to Yes.• <strong>New</strong> bit 974 “Ability to use the No Signature Required button.” When this bit is set to No,the "No Signature Required" button in the Signature Capture dialog does not display.Using No Signature Required allows the clerk to bypass the process without giving areason.The customer receipt will print the reason entered in option 4904 (the reason defaults to"No signature required").• <strong>New</strong> bit 1017 “Mobile POS: Ability to finalize POS transaction.”• <strong>New</strong> manager's override bit 1018 "(MO) Ability to do cash drop after maximum cashlockout." If a user has this bit, he/she can do a cash drop after the maximum cashlockout amount has been reached. If a user doesn't have this bit, he/she must obtain amanager's override to proceed.• For Mobile Manager’s new feature 1025 “Ability to Access Competitive Pricing”What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 32