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 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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