Release Notes: Counter Sales

Release Notes: Counter Sales

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The following release notes contain updates made to Counter Sales. Listed below are the versions and their new features, improvements, and fixes. Please refer to the following information pertaining to your version of Counter Sales. Upgrade to the current version of the application to access new features, improvements, and fixes.

For any questions, please contact Support.

Counter Sales version 3.0

Target Release Date: April 2024

Compatible With:

  • Business Central 23.0 and newer (SaaS)
  • Business Central 19.0 and newer (OnPrem)
  • Insight Works Common 2.11 and newer

Licensing Requirements:

Full User, Essential

New Features

New Feature Description
Payment provider support Added the ability to process credit and debit card transactions when entering payments through Business Central using saved and manual entry cards and through external EMV terminals.
EBizCharge payment provider support Introduced an extension for EBizCharge to use the payment provider framework. This extension is available on request.
Sales quotes Extended the standard Business Central Sales Quote page to include options to indicate the document is for Counter Sales, when it is enabled, and to make the Counter Sales Order when converting the quote to an order.
Counter Sales Payment and Reclassification Journals Added the Counter Sales Payment Journal and Reclassification Journal to allow users to enter and post payments to the customer account outside of the sales document and to update posted payments for corrections.
Switch to and from Quick Scan page Added actions to switch between the Quick Scan and Counter Sales Order pages for the sales document.
Cash registers and reconciliations Added the new feature for cash registers (or drawers or tills) to use when collecting physical cash payments and to perform reconciliations of the various coin and note denomination amounts in the cash register at the end of the period.
Payment lines Introduced payment lines to replace directly entering payment entries in the payment and deposit processing pages. When payment lines are posted, they result in payment entries.
Report Scenarios and Report Selection Usage options Added the Report Scenarios feature to specify which reports are printed for the various post and print scenarios. Added Counter Sales report usage options to the Report Selections and customer Document Layouts.

Improvements

Improvement Description
Person contacts Improved logic to handle scenarios where only a person contact is linked to the customer (instead of requiring a company contact).
Customer templates Improved logic to allow for customer templates when creating new account customers in the Take Order Wizard.
Daily Close Summaries report Added the Daily Close Summaries report for more ways to report on the location’s payments and sales at the end of the day.
Modern action bar Improved the Counter Sales Order, Quick Scan, and Counter Sales Return Order pages to use the modern action bar for promoted actions.

Updates

Update Description
Event subscribers check for temporary records Event subscribers referencing sales documents checks for temporary records prior to triggering Counter Sales logic.
Price Override cancel line amount change Resolved issue with scenarios when the line amount is changed and the line discount percentage does not revert to its original value when the override is cancelled.
Open Counter Sales Orders to top record The Counter Sales Orders List page opens with the top record selected.
Cancel post closes Counter Sales Order The Counter Sales Order page remains open when the user selects Cancel when prompted for the posting option instead of closing the page.

Counter Sales version 2.4

Release Date: April 2023

Compatible With:

  • Business Central 22.0 and newer
  • Insight Works Common 2.9 and newer

Licensing Requirements:

Full User, Essential

New Features

New Feature Description
Business Central 22 Compatibility Updates for Business Central 22 compatibility (e.g., item cross-reference number deprecation).

Improvements and Fixes

Improvement or Fix Description
Contact Sales History by Item FactBox Performance Contact Sales History by Item FactBox design updated to improve performance. The period for past sales can now be specified in the Counter Sales Setup

Counter Sales version 2.3

Release Date: November 2022

Compatible With:

  • Business Central 19 and newer
  • Insight Works Common 2.0 and newer

Licensing Requirements:

Full User, Essential

New Features

New Feature Description
Quick Sales Order Added the feature to quickly create a Counter Sales order from the user’s role center using their location’s default cash customer or my customers list.

Improvements and Fixes

Improvement or Fix Description
Add Salesperson Code Added the salesperson code from the Counter Sales order to its related payment entries, posted sales orders, price override entries, and lost sales.
Update Sales Order and Return Order Pages Updated the Counter Sales order, return order, and their lines subform pages to closer match their comparable standard pages.
Update Quick Entry Fields Updated the default quick entry fields on the Counter Sales order, return order, and their lines subform pages to improve order entry.
Email Direct Send Report Action is Ignored Updated the logic where the email direct setting for the send report action in the Counter Sales setup is ignored during post and send.
Payment Processing Page Cancel Button Does Not Close Updated the payment processing page where its cancel button does not close the page if no payments are entered.
Quick Scan Page Barcode Control Loses Focus Updated the quick scan page barcode control where it can lose focus and cause the page to select multiple sales lines in its subform page.

Counter Sales version 2.2

Release Date: October 2022

Compatible With:

  • Business Central 19 and newer
  • Insight Works Common 2.0 and newer

Licensing Requirements:

Full User, Essential

New Features

New Feature Description
Default Dimensions on New Payment Entries from Sales Document Dimensions Added the ability to set, or default, the dimensions on new payment entries from the sales document dimensions.
Post and Send Functionality Added the feature to post and send from the Counter Sales document pages. For new installs, the default is to use the document sending profile; for upgrades, the default is to direct print.
Allow Payment Posting on Shipment or Invoice, or Registering on Shipment Added the ability to post payments on shipment or invoice, or to register payments on shipment. For most installs, we recommend to continue using the original behavior to post on shipment.

Improvements and Fixes

Improvement or Fix Description
Performance and Usability Updated the logic in the posting and user management areas to improve performance and usability.
Contact Search Performance and Usability Updated the logic for the enhanced contact search to improve performance and usability. This includes cross field searches performed on the contact’s name, phone number, and email address.
Invoice Shipped Orders from Counter Sales Document Pages Updated the logic to better handle invoicing for shipped orders from the Counter Sales document pages.
Support For Assemble-to-Order Items on the Quick Scan Page Updated the logic in the Quick Scan page to support assemble-to-order items.
Location Code Reset after Changing Customer Updated the logic to retain the location code when the customer is changed on the Counter Sales document pages.
Sales Shipment Number Does Not Clear After Posting Updated the logic to better handle the sales shipment number not clearing on the sales document after posting (prevented manually deleting sales orders posted with unfulfilled sales lines).
Check Item Tracking Does Not Reset Reservation Entries Updated the logic to reset the reservation entries after checking for item tracking on the sales line. This could cause the check to fail when multiple sales lines exist with item tracking.
Take Deposit Register and Print Updated the logic for the take deposit register and print action to match the previous updates for the take deposit post and print.
Quick Status Change Does Not Save Record Changes Updated the logic for the quick status change on the Counter Sales document pages to save changes done to the record before changing its status.
External Document Number Updated the logic to set, or default, the external document number for location specific default cash customers, resolving the non-populating issue.
Keyboard Shortcuts Improved the Counter Sales pages to use keyboard shortcuts consistent with the latest Business Central version.
My Locations Filter Error Fixed the logic where the My Locations filter can result in an error when no locations are set for the user.

Counter Sales version 2.1.8

Release Date: June 2022

Compatible With:

  • Business Central 19 and newer
  • Insight Works Common 2.0 and newer

Licensing Requirements:

Full User, Essential

New Features

New feature Description
Auto-Deposit Functionality New auto-deposit functionality from earlier versions when the user enters payments exceeding the shipment total and not greater than the order total remaining.
Event Before Checking Item Tracking Lines New event before checking item tracking lines when processing new Counter Sales shipments.

Improvements and Fixes

Improvement or Fix Description
Redesign Payment Posting Logic Improved the payment posting logic to handle errors and table locks during the payment posting.
Show Related Documents on Payment Entries Page Improved the Payment Entries page to allow quick access to show related documents and entries for the payment.
Return Order Wizard Improved the Return Order Wizard to enhance the user experience and handle returned items with item tracking.
Checks For Entering Payments Added checks for existing valid sales lines, excess payments, and payments less than the shipment total when entering payments.
Checks For Deleting Sales Documents Added checks for unapplied deposits when deleting Counter Sales documents.
Checks For Changing Sales Document Change Added checks for payments when changing the location for the Counter Sales document.
Update Keyboard Shortcuts Improved the Counter Sales pages to use keyboard shortcuts consistent with the latest Business Central version.
Quick Sales Document Status Change Improved the Counter Sales document pages to allow quick access for the user to change the document status.
Select Sell-To Customer from Name Improved the Counter Sales document pages to allow the sell-to customer to be selected from the name.
Select Number for Type from Description Improved the Counter Sales document pages to allow the number for the type on the sales lines to be selected from the description.
Global Dimensions on Sales Document Pages Improved the Counter Sales document pages by showing the global dimensions.
Deposit Post and Print for Multiple Deposit Lines Fixed the deposit post and print where the deposit receipt report did not include all deposit lines when multiple lines are posted.
Price Override Ignores Setup for Return Orders Fixed the logic where the Price Override in return orders did not respect what was specified in the Counter Sales Setup.
Validate Qty. To Ship and Return Qty. To Receive Fixed the logic where Qty. to Ship and Return Qty. to Receive were not set correctly based on the Sales & Receivables Setup.

Counter Sales version 2.0

Release Date: February 2022

Compatible With:

  • Business Central 18 and newer
  • Insight Works Common 2.0 and newer

Licensing Requirements:

Full User, Essential

New Features

New feature Description
Item References Search by Item Reference in the Enhanced Item Search page, and support to scan by Item Reference in the Quick Scan page.
Item Attributes Search and filter by Item Attributes in the Enhanced Item Search page.
Default Payment Amounts Added the ability to default the payment amounts in the Payment Processing page. See the Counter Sales Orders page.
Item Tracking Added the ability to automatically set the item tracking from the barcode scan in the Quick Scan page.

Improvements and Fixes

Improvement or Fix Description
W1 Regions Improved regional availability by adding support for W1 builds.
Redesigned Sales Reports Improved the sales documents reports (e.g., Sales Order Receipt report) to align with current standard designs and layouts.
Contact Search Criteria Improved the Enhanced Contact Search page by providing more search criteria options.
Work Description Improved the Counter Sales document pages by including the Work Description field.
Check Counter Sales Documents Prior to Deleting Improved the Counter Sales documents to check for and warn the user of related payment entries and posted sales orders prior to deleting.
Copy Document Improved the standard copy document functionality to include Counter Sales details when include header is enabled.
Related Items Improved accessibility to the Related Items by adding it to the Explore All Role Center and ability to open from the Counter Sales Setup page.
Take Order Wizard New Contact Improved the create new contact in the Take Order Wizard to update contact details when using post code lookup.
Take Order Wizard New Customer Improved the create new account customer in the Take Order Wizard to support selecting and applying customer templates.
Quick Scan Sales Line Focus Improved the Quick Scan page by setting the sales line focus to the related line after the user executes the barcode scan.
Counter Sales User Permission Set Fixed the missing Counter Sales User permission set.
Counter Sales Return Page Document Totals Refresh Fixed the document totals refresh issue on the Counter Sales Return page.
Global Dimension 2 in Enhanced Item Search Fixed the global dimension 2 lookup in the Enhanced Item Search to set the correct area.

Counter Sales version 1.0

Release Date: October 2021

Compatible With:

  • Business Central 16 and newer
  • Insight Works Common 2.0 and newer

Licensing Requirements:

Full User, Essential

New Features

New feature Description
User Salespersons Added the ability for users to log in using multiple salespersons with and without passcodes to track the user processing the Counter Sale document.
Contact Sales History Added the ability to search the Counter Sales history for contacts and easily add items from past sales to new orders.

Improvements and Fixes

Improvement or fix Description
Cash With Other Payment Types in Cash Rounding Improved the cash payment rounding logic to support cash with other payment types.
Take Order Wizard Improved the Take Order Wizard by providing support to trigger it through extensions.
Application Insights Improved telemetry monitoring and reporting by adding support for Application Insights.
French (Canada) Translations Improved available translations by including French (Canada) translations.
Explore All Role Center Improved accessibility to Counter Sales pages and reports by adding the Explore All Role Center.
Sales Price Interfaces Improved the Counter Sales document pages to support sales price interfaces functionality.
Wording in Messages Improved the wording in confirmations and messages to be more user-friendly.
Daily Close Report Print Preview Issue Fixed the Daily Close print preview issue by removing the default date.
Counter Sales Order Page Document Totals Refresh Fixed the document totals refresh issue on the Counter Sales Order page.
Incorrect UOM When Scanning Item Cross References in Quick Scan Page Fixed the incorrect unit of measure when scanning item cross reference barcodes in the Quick Scan page.
Incorrect UOM When Adding Related Items Fixed the incorrect unit of measure when adding Related Items to the sales lines.
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