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/B2B Soft Products/Wireless Standard POS/WS Release Notes
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Wireless Standard POS Versions:
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 Wireless Standard 3.0 Release Notes |
Configuration
Feature Change: Inventory Settings
Description: Split into Store Inventory and General Inventory
Location: File/Configuration/Modules
Feature: Return to Vendor Settings
Description: Option which allows returns to a different vendor
Location: File/Configuration/Modules/Store Inventory
Feature: Inventory Adjustment/Reconciliation Settings
Description: Stock count configuration settings
Location: File/Configuration/Modules/Store Inventory
Feature: Purchase Order Settings
Description: Option to print bar code labels after each new receiving
Location: File/Configuration/Modules/Store Inventory/Purchase Order
Feature: Store Transfer Settings
Description: Options to allow receive items, which were not in the transfer-shipping document
Location: File/Configuration/Modules/Store Inventory/Store Transfer
Feature: Cost Evaluation Method
Description: Three methods of calculating cost for the standard product: LIFO, FIFO and Average
Location: File/Configuration/Modules/General Inventory/General Settings
Feature: Approval Option
Description: This option allows user turn on/off Approval link within Purchase order, Store transfer, Return to Vendor work flow processes
Location: File/Configuration/Modules/General Inventory/General Settings
Feature: Accept Checks and Default Credit limit
Description: These options set default settings for new accounts, including:
accept or reject checks as a payment, default amounts and maximum customer credit limits
Location: File/Configuration/Modules/Customers/Payment Settings
Feature: POS Password Protection
Description: Option to activate password protected Cash Register.
Location: File/Configuration/Modules/Sales/Cash Register
Feature: Customer Returns Settings
Description: Option to disallow processing customer returns without Return Receipt feature
Option to disallow returns if item sold in the different store
Location: File/Configuration/Modules/Sales/Customer Return
Feature: POS Hardware Settings
Description: An ability to use a USB Printer, Tysso serial/parallel is added
Location: File/Configuration/Terminal/POS Equipments
Customers
Feature: Customer Information
Description: Credit Info tab is added, allows ability to set credit limit, restrict accepting checks, assign home store (controls access to customer information by store)
Location: Account Manager/View/Edit or New Customer
Feature: Cancel Activation
Description: Cancel Activation is an added method of canceling activations through the POS screen/New Return feature
Location: Account Manager/Activations History/View/Edit Activation
POS
Feature: Product Exchange and Returns
Description: An ability to return product using Receipt ID by finding particular receipt using Receipt Chooser Screen along with an added ability to process Exchanges.
Location: POS
Feature: New Customer
Description: An ability to add a new customer through the POS interface
Location: POS
Feature: POS Q-Pay Service
Description: Q-pay service streamlines bill payment transaction process
Location: POS
Inventory
Feature: Inventory Work Center
Description: Ability to create draft documents, reports and help files related to each step of the process: PO, RMA, and Transfer. All Inventory documents now include “History” button, allowing users to see all related documents.
Document types added include:
- Purchase Order – Ordering, Receiving, Vendor Bill
- Return to Vendor – Request Return, Ship Items
- Store Transfer – Request Transfer, Ship items, Receive Items
- Inventory Adjustment (IA) – Inventory count, Inventory Reconciliation
Feature: Document Finder
Description: Ability to look up any inventory document (Transfers, PO, RMA)
Location: Inventory Work Center
Products
Feature: “Accessory” system category
Description: Add for reporting purposes
Location: Product Editor
Feature: Changing System Category
Description: New ability to change System Category from Regular/Serial to Cell Phone/Sim Card
Location: Inventory/Product Manager
Feature: Stock Maintenance
Description: Allows for moving products between the Bins and to change their Grade and Reason Codes
Location: Manage/Stock/Stock Maintenance
Feature: New Reports
Description:
- Purchase Orders, Receiving(s), Bills
- Return to Vendor: Requests, Shipments
- Store Transfers: Requests, Shipments, Receiving(s)
- Inventory Reconciliation and Adjustments: Inventory Adjustments Add/Subtract
- Stock Maintenance WS only Inventory Reorder Full Redesign
Location: Inventory Work Center
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| Wireless Standard 3.1 Release Notes |
Configuration
Feature: Suggested Ordering
Description: Suggested ordering tab gives user the ability to auto-generate the order, or enter it manually (order/draft) when needed, as well as an ability to see the list of all or selected vendors and create a season of adjustments according to the sale reviews
Location: File/Configuration/Module/Store Inventory/Suggested Ordering
Feature: Credit Checks
Description: Credit check is moved to sales Module in the configuration screen. When you check only one carrier there - at the POS screen it will take you straight to that carrier site, if you choose multiple - only those will show up in the drop down menu
Location: File/Configuration/Module/Sales/Credit Checks
Feature: Credit Check Pulling without Activation Screen
Description: When pulling activation data from AT&T’s POS into Wireless Standard, this option will load the data directly into Point of Sale
Location: File/Configuration/Module/Sales/Credit Checks
Activations
Feature: AT&T Data Pull
Description: This feature gives users the ability to pull data from activation XML file at POS (AT&T) back into Wireless Standard.
Location: Access Carrier site through carrier interface button, then click on desired activation link in completed activations section
Product Manager - There are now five different modes for editing product
Feature: View mode
Description: Allows you to create, view/edit, and delete product
Location: Inventory/Product Manager/Mode
Feature: Product Pricing Update Mode
Description: Allows you to update product cost, min price, and retail price in bulk
Location: Inventory/Product Manager/Mode
Feature: Suggested Ordering Update Mode
Description: Allows you to update restock levels and reorder points based on current sales trends
Location: Inventory/Product Manager/Mode
Feature: Product Feature Update Mode
Description: Allows you to choose and rate product features based on a 1-10 scale
Location: Inventory/Product Manager/Mode
Feature: Suggested Items Update Mode
Description: Allows you to add or remove a list of suggested items for the product
Location: Inventory/Product Manager/Mode
Feature: Additional hidden filter fields
Description: Location, Product features, Feature rating, Suggested items. All buttons moved into that window’s toolbar
Location: Inventory/Product Manager/Toggle (left side)
SOS Manager (New)
Feature: SOS Manager
Description: Ability to reorder based on reorder point and restock level
Location: Inventory/SOS Manager
Employee Module (New)
Feature: Time-off request manager
Description: Ability to manage each employee’s time off request (type, dates, status, etc.)
Location: Manage/Employees/Time-off request manager
Feature: My Time-off Request
Description: Gives employee ability to submit requests and view their status
Location: Manage/Employees/My Time-off Request
Feature: Schedule Manager
Description: Gives you an ability to manage schedules for employees in different stores as well as plan corporate events, different store events, etc.
Location: Manage/Employees/Schedule Manager
Commissions
Feature: Service Plan Commission Matrix Manager
Description: Moved from Manage to Commission Module
Location: Commissions/Srv. Plan Comm. Matrix Manager
POS
Feature: Carrier Interface
Description: Credit check drop down menu now is at the top portion of POS screen
Location: POS/Carrier Interface
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| Wireless Standard 3.1.5 Release Notes |
Configuration
Feature: Only user utilizing the POS can process sales
Description: Ability to ensure that only the person who opens cash register is able to process sales transactions within the same batch
Location: File/Configuration/Module/Sales/Cash register
Feature: Only Home Store
Description: Ability to set home store on a particular computer which ensures that person using that computer can process sales within that store only
Location: File/Configuration/Terminal/Connection
Feature: Block discount field for activation in POS
Description: Ability to restrict use of discount field on activation lines in point of sale
Location: File/Configuration/Module/Sales/Cash register
Customers
Feature: Price Profile Manager
Description: Ability to create custom price list and assign it to a customer
Location: Manage/Customers/Price Profile Manager
Inventory
Products
Feature: Plan driven phone pricing
Description: Ability to set up and update phone pricing in bulk based on the rate plan, contract type, term, and market
Location: Commissions/Srv. Plan Comm. Matrix Manager
Point of Sale
Feature: Carrier interface for Sprint
Description: Ability to pull activation information such as: rate plan, feature add-on, esn, deposit, CTN into the POS
Location: POS/Carrier Interface
Feature: Carrier interface for Verizon
Description: Ability to pull customer and activation information such as: rate plan, feature add-on, esn, deposit, CTN into the POS
Location: POS/Carrier Interface
Employee
Commissions
Feature: Commission Express Updater Tool (enhanced)
Description: Ability to choose multiple stores to run commission updates
Location: Commissions/Activation Commission manager
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| Wireless Standard 4.0 Release Notes |
POS
Feature: Credit Card Interface
Description: Changed credit card screen when using external processor
Location: POS/Tender/Credit Card information screen
Feature: Change Button Name
Description: POS screen changes: change the caption ‹Close› button to ‹Cancel›
Location: POS, Open/Close Register
Feature: Product Description Editing Permissions in POS
Description: Product description field editing is controlled by permissions
Location: POS
Customers
Feature: Outstanding Customer Balance Report
Description: Added the “Balance Total” calculation
Location: Reports/Customers/Outstanding Customer Balance Report
Feature: V.I. state option
Description: Added State: "V.I." (Virgin Island)
Location: Customer Screen, Tax Codes, Location Manager, etc.
Vendor Integration
Feature: Boost RTR Pins Integration
Description: Added Boost RTR service integration into Wireless Standard
Location: POS
Feature: TIO Integration
Description: Ability to process AT&T bill payments
Location: POS
Feature: Import Bright Point Advanced Shipment File
Description: Bright Point File Import & Express Receiving
Location: Inventory Workcenter/Purchase Order/Receiving/Vendor List
Feature: Pre-Cash Integration
Description: Ability to process pre-cash bill payments
Location: POS
Feature: Q-pay Interface
Description: E-pin transaction download is working properly
Location: POS
Feature: T-Mobile Interface
Description: WS now transfers the following activation data from the carrier site: customer name, address, phone number, date, ESN/IMEI, SIM# and mobile phone number
Location: POS/Carrier Interface/T-Mobile
Commissions
Feature: Srv. Plan Comm. Matrix Manager
Description: Added count of lines, ability to clear values
Location: Commissions/Srv. Plan Comm. Matrix Manager
Feature: Commission “Express” Updater Tool
Description: Ability to choose multiple phone models
Location: Commissions/Activation Commission Manager/Commission Express
Feature: Service Plan Options
Description: Service Plan Options are now listed alphabetically
Location: Inventory/Service Plan Manager and Activation Screen
Product Manager
Feature: "Discount" type product
Description: Allow tax on "Discount" type product
Location: Inventory/Product Manager
Employees
Feature: User Permissions Enhancement
Description: Added additional sales permissions: cash/credit card/check refund
Location: Manage/Administration Tools/User Administrator
Feature: Employee Time Clock Manager
Description: Added option to “User” and “Store” drop-down menus
Location: Manage/Employees/Employee Time Clock Manager
Inventory
Feature: PO Receiving
Description: PO Receiving, serial scanner ability to copy and paste multiple serial items into serial scanner
Location: Inventory Workcenter/Purchase Order/Receiving
Feature: Bar Code Labels
Description: Added "Export" function: will export only in doc format
Location: Reports/Products/Barcode Labels
Products
Feature: Sales Transaction Summary Report
Description: Added “Print ALL” function to Sales Transaction Summary Report
Location: Reports/Sales/Sales Transaction Summary
Feature: Sales Transaction Summary
Description: "Sales Transaction Summary" added customer name
Location: Reports/Sales/Sales Transaction Summary
Feature: Sales Transaction Detail Online Report
Description: Add quantity column for accessories to "Sales Transaction Detail"
Location: Reports/Sales/Sales Transaction Detail Online Report
Product Manager
Feature: Mode: Suggested Ordering Update & Product Pricing Update
Description: Added "Clear Values" button
Location: Inventory/Product Manager
Feature: Product Manager Searching
Description: In Product Manager added search by full product name
Location: Inventory/Product Manager
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| Wireless Standard 5.0 Release Notes |
Configuration
Feature: Time Zone Configuration
Description: Time zones can now be set for individual stores.
Location: Manage/My Company/Location Manager
Employees
Feature Change: Sales Person Commission Manager
Description: The user can now filter results by active and/or inactive products and services.
Location: Manage/Employees/Sales Person Commission Manager
Update: Employee Payout Management
Description: The user can now manage employee payout authorization and date by activation.
Location: Commissions/Commissions Item Manager
Reports
Update: Serial Item Tracking
Description: It is now possible to search by more than one serial number.
Location: Reports/Inventory/Serial Item Tracking
Feature: Online Reports for Inactive Locations
Description: Online reports will now flag individual locations as active or inactive.
Location: Reports
Activations
Update: Activation Commission Manager
Description: There is a new option to add payments as separate; positive, negative or none. The expected commission can be entered as a positive or negative value, but the total expected commission must be positive or zero.
Location: Commissions/Activation Commission Manager
Update: Carrier Configuration
Description: The user can now set the contract type, contract term, and activation default parameters.
Location: Manage/Vendors/Carriers
Update: Plan Codes
Description: A new tab called “Plan Codes” has been added to the plan editor. Users will now be able to maintain a list with plan codes for each plan. The plan options allow only one plan option code per plan option. The plan option code is placed on the general tab.
Location: Inventory/Service Plan Manager
Feature: User Action Tracking
Description: All the actions involved with an activation or deactivation are now logged.
Location: Account Manager/View Activation/Additional Info Tab
Feature: Feature Flag for Activations
Description: Service plans now have a new option, called “Feature Only,” which allows users to sell the plan with a feature. Those sales will not appear as a plan in any reports or modules such as Activation Commission Manager.
Location: Inventory/Service Plan Manager
Customers
Feature: Scanning Customer Documents
Description: Users can now store digital copies of paper documents that were used to activate a customer. Users can utilize different types of scanners and temporarily store scanned documents locally on their PCs as image files. They can go to Account Manager to access these image files under the new tab “Scanned Documents.” Under “Scanned Documents,” users are able to manage documents for a particular customer as well as view current documents.
Location: File/Configuration/Modules/Customers/General; Account Manager/Scanned Documents Tab
Feature: CRM – Marketing Campaign Manager
Description: The Marketing tab has been added to the customer window, which stores additional customer information that can then be used in the Customer List Manager.
Location: Manage/Customers/Account Manager
Feature: Customer List Manager
Description: This tool is meant for managing customer lists that will be used to send email or SMS messages. The tool has flexible filters to create and edit groups of customers.
Location: Manage/Customers/CRM Module
Feature: CRM Template Manager
Description: This tool allows the user to create and edit templates for email and SMS messages.
Location: Manage/Customers/CRM Module
Feature: Run Campaign
Description: This tool allows the user to run campaigns using a selected customer list and marketing template.
Location: Manage/Customers/CRM Module
Commission Reconciliation Enhancements
Feature: Commission Reconciliation Manager Enhancement
Description: Commission Reconciliation Manager has been completely redesigned with four tabs: “General,” “Matched,” “Unmatched” and “Statistics,” as well as increased reconciliation process capability. Users also have the ability to save carrier unmatched data to the Unified file and have access to a log of past reconciliation processes.
Location: Commissions/Commissions Reconciliation/ Commissions Reconciliation Manager
Feature: Carrier File Template Manager
Description: Commission types are now carrier driven and can be spread across multiple columns. Commission types and items can have multiple identifiers in the same column. There is now support for new actions such as Deactivations, Reactivations and Deposits and a set of formulas for matching carrier and client data.
Location: Commissions/Commissions Reconciliation/Commissions Template Manager
Feature: Commission Payment Management
Description: The manager shows payment information broken down by individual payments and can manage payments and review status and disputes. It has an adjustable data export into the carrier dispute payments file.
Location: Commissions/Commissions Reconciliation/Commissions Payment Manager
Deposit Handling (T-Mobile specific)
Feature: T-Mobile Specific Deposit Handling
Description: There are now two new deposit products; Flex Pay Monthly and Flex Pay Annually.
A new commission item has been added to the commission manager called “Deposit.” When a deposit or Flex Pay Monthly product is sold through the POS, it generates a negative expected commission of “Commission” type under the “Deposit” commission item under commission manager. The “Deposit” commission item doesn’t compute into the activation commission profit in any reports or forms.
A dropdown with system carriers with values (T-Mobile, None) has been added to the carrier configuration screen. This identifies a carrier as a system “T-Mobile” carrier and all custom functionality that is developed in the system for “T-Mobile” will be activated, including Flex Pay.
Master Agent
Feature: Dealer Claimed Transaction Loader
Description: This is a new tool for uploading activation and plan option transactions quickly (100 rows/min) into the system without using the standard activation interface. This tool will be especially useful for a master dealer.
Location: Commissions/Commissions Item Manager
Feature: Sub Dealer Commission Profile Management
Description: The Sub-Dealer Commission Profile Manager is a tool for the management (creating, editing and deleting) of sub dealer commission profiles. The Sub-Dealer Commission Assignment function adds the ability to set sub-dealer commission profiles to the Location Manager.
Feature: Sub Dealer Commission Pay-Out Report
Description: This feature calculates and displays sub-dealer commissions including carrier payments and the sub-dealer profile.
Location: Reports/Employees/Sub-Dealer Commission Detail
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| Wireless Standard 6.1 Release Notes |
BI
Feature: MS Performance Point
Description: Ability to build analytical reports, dashboards and Score cards. Ability to distribute reports across company via web
Location: Reports/ Business Intelligence/ Dashboard Designer. Report Portal – webportal.b2bsoft.com
Employees
Update: User Permissions Enhancement
Description: Added additional permission to Products Manager Application: Show Cost. Now you can restrict user from seeing cost of the products in all reports and in the Product/Service Editor
Location: Manage/Administration Tools/User Administrator/Permission Tree
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| Wireless Standard 6.3 Release Notes |
Configuration
Feature: Enable FRU Service
Description: Ability to enable FRU mechanism and configure FRU service charge
Location: Configuration Screen/Modules/Sales/Customer Return & Exchange/Enable Service
POS
Feature: Trade-IN
Description: Ability to trade in customers’ old phone.
Location: POS/Return Center/Trade-IN
Feature: FRU
Description: Ability to manage warranty phone replacement.
Ability to enable FRU mechanism and configure FRU service charge.
Ability to set up and configure proper bins for returned and exchanged FRU equipment.
Location: POS/Return Center/FRU
Location: Configuration Screen/Modules/Sales/Customer Return & Exchange/Enable Service
Location: Manage/Stock/Bin Rule Manager
Inventory
Feature: RMA Reconciliation Manager
Description: Ability to reconcile vendor compensation for returned products.
Location: Inventory Workcenter/Return to Vendor/RMA Reconciliation
Feature: Bin Management
Description: Ability to set up and configure bins, in order to manage returned stock and RMA process
Location: Manage/Stock
Update: Document Finder
Description: Added new types of documents to Return to Vendor: Return Payment/ Return Credit/ Return Exchange/ Return Repair.
Location: Inventory Workcenter/ Document Finder
Financial
Update: Accounting
Description: Added name of the Cash register in Memo for QuickBooks export.
Location: Reports/Accounting/Export Ledger
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| Wireless Standard 6.4 Release Notes |
Inventory
Update: Inventory count
Description: Ability to count inventory by category or bin and lock only those category(ies) in POS.
Location: Inventory Workcenter/ Inventory Adjustment/ Inventory Reconciliation
POS
Update: Open/close register
Description: Ability to hide system count. User defined
Location: POS & User permissions
Products
Update: Product and Service Department Editor
Description: Ability to map default GL account to a product category.
Location: Manage/ Product and Services/ Product Category Manager
Update: Product Editor
Description: Ability to tag Item as “End of life” to prevent any kind of ordering and receiving such product in the future.
Location: Manage/Product and Services/Product Manager/Product Service Editor
Update: Product Manager
Description: Added 2 columns to Product and Service Manager: Company Quantity/ EOL
Location: Manage/Product and Services/Product Manager
Update: Inventory Workcenter/Reorder Report
Description: Product End of life alert
Location: Pops up whenever user tries to add product marked “EOL” to the inventory
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