Release Notes 11.139.0 - 1.139.0

470

470 POS Site Wise Opening Credit Note / Debit Note provision introduced

Module:

Ginesys Web - Admin - Utilities - Data Import
Retail Management - Setup - Opening - Opening Credit Note
Retail Management - Setup - Opening - Opening Debit Note

Enhancement Summary:

When an organization is migrating from another system, it generally has credit and debit notes which it has already issued to the retail customers. These can now be entered into the new Ginesys system through the Excel import utility. Process flow -

1. Import credit/note debit note(s):
   • Two new Import Classes - POS Opening Debit Note and POS Opening Credit Note have been created for this purpose.
   • The imported credit or debit notes will be imported in an "unapproved" state, i.e., it is not final yet.
     
     
2. Approving or deleting the imported note(s):
   • Go to the Opening Credit Note or Opening Debit Note menu.
   • Open the manage window and search for credit/debit notes.
   • Based on the app operation privilege, the user will be allowed to select the credit/debit notes and approve or delete it.
   • Once approved, the same get's synced to the store.
     
     
3. Modifying the imported note(s): Using the import excel provision, if you re-specify the same credit/debit note number for the site, the note shall get updated.
   
   
4. Reports:
   • Credit Note Analysis and Debit Note Analysis analytic report will be showing the opening credit/debit notes list as well. A new column called "ISOPENING" has been added to distinguish the notes.
   • The opening balance in Customer Outstanding Report will show the summation of the opening notes.
     
     

Important Notes:

1. Once the credit/debit notes are approved, it cannot be reverted/deleted/modified. Be cautious before approving the same.
2. The credit/debit note date shouldn't be greater than the operation start date of the store. For example, if the operation start date of the store is '10-SEP-18' then the credit/debit note date can be either '10-SEP-18' or before that date.
3. Credit note expiry validation will work as per the policy setting and the credit note date.
4. This provision is allowed only for the Local credit notes.
5. This provision doesn't impact accounts opening balance. The credit note liability and debit note asset opening booking needs to be done using GL balance import only.

2539

2539 Direct Inter Store Transfer between Managed Franchisee (Outright) Stores is now enabled

Module:

Retail Management - Setup - Site
POS - Back Office - Transaction - Goods Return

Enhancement Summary:

Sometimes the same outright customer may have multiple sites in the same state. But currently, to make store-to-store transfer between same franchise, the user has to implement transit-via Head-Office. There is financial impact of return and then sale at Head-Office end if done using transit-via. But after this update, they could make the transfer from one managed outright store to another managed outright store, provided they have the authorization/mapped in the replenishment source at the HO.

Important Notes:

• Direct return is allowed only for the stores within same franchisee/customer.
  
  
• Such transfers will be done similar to the consignment mode of return.
  
• Both local, as well as Inter-state transactions, are allowed.
  
  
• For franchisee to franchisee transfer the return rate basis will be "As per GRT Price List" only.
  Reason: Consider a scenario that -
  • HO sent goods to store with rate as 100.00/- and giving discount in term/charge as Rs. 20.00/- so net rate on which GST was charged is Rs. 80.00/-. However, the Item's rate from advice is Rs. 100.00/-
  • When goods are returned to head-office, system picks up rate as Rs. 100.00/- and puts in discount of Rs. 20.00/- at charge level. However, in case of store to store transfer, this will be done as a consignment transfer and so the discount charges won't be there. So return rate will be Rs. 100.00/-. This is objectionable.
  • To avoid such scenarios, we are assuming the rate to be against return price list only.
    
    
• The last received price of the item will NOT be updated at the destination store for such transfers.
  Reason: Store to store return is done by franchise for stock management and return rate is not as per the actual rate being sent from Head-Office (refer earlier point), so the same shall not be considered while returning to head-office. For example, an Item was sent to a store from Head-Office at Rs. 100.00/-  where as store to store rate was Rs. 80.00/-,
  • So while returning goods to Head-Office, system will consider rate as Rs. 100.00/- only.
  • In case, the items were never received from head-office and was directly received from some other store, the system will never consider that store's sent rate. System will then calculate default return rate (existing flow).

2547

3875 Miscellaneous enhancements for Retail Management site setup

Module:

Retail Management - Setup - Site - Add/Edit - Document scheme(tab)
Retail Management  - Setup - Site - Add/Edit - Document scheme(tab) - Copy from another site(button)
Retail Management  - Setup - Site - Add/Edit - Ledgers(tab)

Enhancement Summary:

Some enhancements have been added to Retail Management to ensure smooth flow of data.

1. Document Numbering Schemes for managed customer owned consignment sites can now be applied.
2. In the "Lookup Site'" window of "Copy from a site" in Document Scheme tab, all managed sites with their types are available for selection
3. Multiple Document Numbering Schemes (with an option for Select All) can now be filtered and selected for assignment to a site
4. Ledgers for managed outright sites can now be applied.
5. In the "Lookup Site'" window of "Copy from a site" in Ledger tab, all managed sites with their types are available for selection
6. Multiple Ledgers (with an option for Select All) can now be filtered and selected for assignment to a site

2788

3885 Sale Quantity required in Day Settlement SMS

Module:

Ginesys Launchpad - SMS Notification

Enhancement Summary:

At the day end, when the store is getting closed, along-with the sale value and bill count, sale quantity report is also required, especially for high-value items. After this update if daily settlement SMS is configured with the sale quantity, the same will be reflected in the SMS sent.

3882 GST State List in Ginesys has been updated with Other State (97) 

Module:

Inventory - Tax Region

Retail Management - Setup - Site - Add/Edit - Location/Contact information (tab)

Enhancement Summary:

Those entities which do not belong to any single state but have a presence in high seas/port areas have been declared as Other State with a prefix of 97. Now the GST State List in Ginesys has been updated with this option.

2830

2830 Creation and Modification Date can now be viewed at Assortment > Manage Grid view for Planning module

Module:

Ginesys Launchpad - Planning

Enhancement Summary:

Creation and Modification Date can now be viewed at Assortment > Manage Grid view for Planning module

3354 EMR - Customer Key Information will now be displayed in POS customer panel

Module:

POS - Normal POS

POS - Collection Centre

Enhancement Summary:

Sometimes while billing the customer might wish to know certain loyalty details from the cashier, to make an informed decision about whether to redeem their loyalty benefits etc. The cashier will now be able to provide those details easily from the billing screen itself without selecting any other menu option.

The information available in the customer details section of the billing screen will now include - 

• Available point
• Total Active Coupon Count
• Customer Tier

3356 EMR - All bills will now be shared with the third party (Customer Relation Management)

Module:

POS - Normal POS

POS - Collection Centre

Enhancement Summary:

Sale Analytics could not be done properly for non-loyalty customers because those bills were not shared with third party CRM (Customer Relation Management) software. But this update will ensure that any bill saved in Ginesys will be shared with the third party CRM services hired by the Ginesys user.

3359 EMR - All void bills will now be shared with the third party (Customer Relation Management)

Module:

POS - Normal POS

POS - Collection Centre

Enhancement Summary:

When any bill is voided, after loyalty redemption process has been initiated with third party CRM providers then the loyalty and coupon redemption process must be reverted. So all void bills created in POS will now be shared with third party CRM providers via EMR.