Credit Card Processing with PPI

JMM has teamed with Payment Processing, Inc. (PPI) to offer you an integrated solution that provides one resource for everything your business needs to process credit card payments.

JMM Email Suite

JMM Software now gives TRS users an easy way to produce and send HTML based emails. Read more..

QuickBooks Interface!

CHA
Jan. 29 - Feb. 1, 2012
Anaheim, CA

VDTA
February 27-29, 2012
New Orleans, LA

Spring Quilt Market
May 18-20, 2012
Kansas City, MO

POS Enhancements

• Gift Cards
  Sell and accept gift cards, just like the big chains!  Activate the gift cards as they are sold, and accept them as a form of payment when they are used, by simply scanning or swiping the card.  The balance is tracked right in TRS.

• Stronger Link Between Accounts and POS
  TRS 9 now links account transactions (layaways, store credits, and store charges) more closely with POS sales.  This prevents accidentally forgetting to add a transaction to a POS sale.  If a POS sale is marked as an overring (or if a sale in progress is cancelled), it also voids any account transactions that it contained.

• Sales Reporting by Time Of Day
  Generate reports by time of day over a period of time.  This report will help you see what times of the day are generating the most sales. You can then analyze whether it’s worth being open that extra hour on Saturdays and optimize the number of employees working different shifts.

• Cost of Repair Parts in POS
  Enhanced the “Add To POS” function on Repair screen so it carries the parts cost over to the POS transaction.

• Goals for Customer Accumulations
  When a customer reaches a specified accumulation goal (dollars spent, yards of fabric purchased, etc.), TRS will automatically inform the salesclerk. TRS can also automatically print out a special coupon, or issue a free gift certificate or gift card.

• Salesclerk Prints on Invoices
  Added the Salesclerk to POS Invoice (when printing or reprinting as invoice).

• More Tax Exempt Options
  Added Tax2 Exempt and Tax3 Exempt to the Customer screen. Now, you can make customers tax-exempt for the 3 taxes individually.

• Incomplete Sale Warning
  Added a warning when selecting E-Z Customer Search or Scan Cust # if there is already an active (not completed) POS sale on the screen that is tied to a customer.

• New Option on Profit by Department Report
  Added the ability to run the Profit By Department report for a single POS Category.

• Revised Review POS Screen
  Hid the unit cost field on the Review POS screen. Added a password-protected button to show the costs. Moved the “Change Date” button to above the "Date" field.

• Overring Sale and Restore Sale Update Customer Accumulations
  Enhanced the Overring Sale and Restore Sale features so that they update the customer's accumulations appropriately.

• Removed Redundant Prompt to Start POS Ticket
  Removed "There is no current POS ticket. Would you like to start one for this customer?" prompt from several places in TRS where it was unnecessary.

• POS Category Prints on Cash Accountability Report
  Enhanced the Cash Accountability Report header so when you run it for a single POS Category, it prints the name of that category on the report.

• Repair # displays on POS Ticket
  Added repair number to POS line item description.

• Cash Drawer Opens for Money In/Money Out
  The cash drawer now opens when using Money In / Money out functions.

• Warnings Added for Cancel/Suspend Sale
  Added warnings if you try to suspend or cancel a sale if money has been tendered.

• Warns if Account Transaction for Different Customer
  Added a warning if an account transaction is added to the wrong customer’s POS sale.

• Option to Print Account Balances on Receipt
  Added the ability to prevent account balances from bring printed on receipts.

• New Report
  Added a new POS report to list payment tendered by date.

• Added Profit Column Option to Sales List
  An additional option (include profit column) now displays when you “List a Found Set” after creating a Sale Transaction List on the Review POS tab.
  Note:  To create this found set, perform a search on the Review POS tab.

• Accept Debit Cards
  Added Debit Card Integration with PCCharge.

• Added Serialized Only Option to Sales by Salesperson Report
  Added an option to the Sales By Salesperson report (in POS>Reports) to only include serialized items.

• Export POS Sales Data to CSV File
  Added the ability to export raw POS Sales data to a CSV file.

Customer Enhancements

• Customer Super Search
  Search across multiple databases (such as select anyone who has bought a certain product that lives in a particular city).  TRS9 makes it easy to create your own special criteria.  You can even see the results of your search as you add/subtract customers from the results each step of the way.

• Find and Merge Duplicate Customers
  Added a function to search for and merge duplicate customer records (Maintenance->Duplicate Customer Find/Merge).

• Merge Two Customers Function Merges Accumulations
  Modified the "Merge Two Customers" function so that it merges the accumulations as well. The remaining customer gets the sum of the two customers' accumulations.

• Customer Loyalty Cards/Key Tags
  Provide custom-printed customer loyalty cards or key chain tags.  Assign them to customers so you can easily scan them to tag a sale with a customer, in conjunction with your customer loyalty program (accumulations).

Repairs Enhancements

• Tax Exempt Repairs
  When adding a repair for a tax exempt customer, it now automatically adjusts the repair tax rates for the taxes for which they are exempt.

• Invoices Print with Smaller Text
  Made the text smaller on repair invoices so it is less likely to print on two pages.

• Use Fractional Quantities for Parts
  Added the ability to enter a fractional quantity when scanning a repair part on the Repairs screen.

• Edit Transaction Notes
  Added a button to the Accounts/Layaways screen that allows you to edit the notes of a transaction.

• Jump To Account
  Added “Jump To Account#” button to the Accounts/Layaways screen.

• Delete Zero-Balance Accounts
  To give store managers more control over when accounts are deleted, added an option to the Maintenance menu to delete zero-balance accounts older than a certain date.  (This replaces the prompt after a transaction that zero’s out the account.)

• Double-Click on Transactions to Review POS Ticket
  You can now double-click on a transaction on the Accounts/Layaways screen and if the transaction is linked to a POS sale it will display that sale in Review POS.

• New Return a Machine Option on Sales Screen
  Added “Return a Machine” button to the serialized Sales screen. It automatically adds the machine to the POS ticket with a quantity of -1, and gives the option of deleting the serialized sale record and returning the machine to serialized inventory.

• Additional Fields in Complex Search
  Added Warranty, Cost, and Warranty End Date to the serialized sale complex search on the Sales tab.

• 3-Tiered Sales Tax (Tennessee Users)
  Added ability to set up 3-tiered sales tax on big ticket items (for Tennessee).

• Jump to Class
  Added “Jump To Class #” button to Classes screen.

• New Maintenance Option for Special Orders
  Automatically delete special orders that have been picked up (Maintenance->Delete Picked-Up Special Orders).

• Auto Order Modified for Special Orders
  Modified the “Auto Order” function so it does NOT give the user the option to add the new items to the current order if the current order is a special order.

• Modified Special Searches Option
  Modified the Special Searches->Special Orders Not Picked Up function so it excludes special orders that have not been ordered.

• Improved Default Quantity
  Changed the “Next Barcode” function on the Orders screen so when it prompts for the quantity to order, it defaults to 1 instead of blank (0).

• Use JMM Emailer for Electronic Ordering
  Added the option to use the JMM Emailer (which supports authentication) when sending an electronic order instead of using the built-in order emailing function.

• Require Costs for Received Items
  Added the option to require a cost (greater than  zero) be entered when checking in/receiving inventory.

• Shortcut Entries for New Product Screen
  On the New Product screen, when selecting Reorder Source and Department Name, you can type the first letter of the entry and it will jump to that letter in the list.

• Inventory Mass Delete Option Added
  Added a "Mass Delete" button to the POS Products screen. Deletes all products in the current found set. Also gives you the option to delete the associated Vendor Products records at the same time.

• Require Vendor Data for New Products
  Added the ability to require a vendor, part#, and cost be entered on the New Product screen before you can save, unless overridden with a security code.
  

• Require Departments for New Products
  Added the option to require a department be entered/selected on the New Product screen before you can save, unless overridden with a security code.

• Require Selecting Department from Dropdown
  Added the option to require the department on the New Product screen be selected from the dropdown.  This removes the ability to enter a department number without having set it up first.

• Enter New Items on New Product Screen
  Added the option to require new products be entered only on the New Product screen.  This removes the “+” sign from the toolbar on the Edit POS Products screen.

• Added Flexibility for Inventory Items
  Allow Fractional Qty Per Part# (buy items individually, sell in package) for inventory items.

• Use Fractional Qty per Part
  Allow Fractional Qty Per Part# (buy items individually, sell in package) for inventory items.

• Require Costs for Received Items
  Added the option to require a cost (greater than  zero) be entered when adjusting (increasing) inventory or entering re-ordered items.
  

• Added Total to Report
  Added total to the bottom of the printed serialized inventory list.

• Cost on Report Formatted as Currency
  Improved currency formatting on printed serialized inventory list (added dollar signs and forced 2 decimal places).

• Track Inventory Transfers Between Stores
  Records of inventory transfers between stores are logged and can be viewed in TRS.
  

• Displays all Models when Make is Selected
  Now when you select “Make” on the Serialized Inventory screen, it will display all Models (and serial numbers) for that Make without having to select a Model.

• Print Store Number on Reports
  Added option to print store number at the top of all reports .

• New Sorting Ability in Lists
  Click column headings to sort in many of the "Edit Lists" functions and click column headings to sort enrollment and waiting lists on the Sections screen.

• Sales Summary for Key to the Web Import
  Improved Key To The Web import: Added a summary at the end that displays how many sales it imported and the number of products whose barcodes were not in TRS.

• Supports Alternate Currency Symbols
  Added improved support for alternate currency symbols if selected in the Windows regional settings.

• Added Progress Bars
  Added a progress bar to the following functions: Email List for Found Set, Send Bulk Email to Found Set, Mail Labels for Found Set, Export Mail Labels for Found Set, Phone List for Found Set.

• Improved Screen Refresh
  Clicking the Refresh arrow on any of the screens with detail grids or history grids causes the grids to be refreshed, rather than having to scroll to a different record and then come back to it.

• DAZzle Shipping Interface
  Added an interface to DAZzle shipping software (used by Endicia Internet Postage). To send a customer address to DAZzle, press Ctrl-Alt-E on the keyboard. DAZzle must be installed in the following directory: C:\Program Files\Envelope Manager\DAZzle\ - Currently only tested on DAZzle version 6.0.10.

• Printer Commands for Troubleshooting
  Added a button to POS->Options, Hardware tab to send special one-time commands to a printer.

• Barcode Label Printing Changed
  Modified barcode label printing so it always sends the label width formatting command to the label printer before printing labels (in case the printer is not already set to the correct width).

• Database Error Message Text Added
  Additional text added to certain database connection error messages to provide more information to help user correct a problem.

• Print Store Information on Reports
  Added an option to print store name and address at the top of all reports.

• Require Password to View Costs
  Added password protection to view costs for Serialized Inventory and in Review POS.

• New Label Size
  Added a new label size (2.25" x .5 ") with the option to print 2-across.

• Added Date/Time to HTML Reports
  Added a date/time printed stamp to all HTML reports.

• New Processors for PC Charge
  Added new PCCharge processor options (Heartland Payment Systems and National Bankcard Services).

• Add Photos of POS Products
  Added the option to set a path for product photos (in Edit>Preferences).