It's extremely important to review the Release Notes before ever updating your Evosus version. Please take time to review the 6.7 release improvements below and distribute to your team before scheduling your update.
INTEGRATED CARD PROCESSING UPDATE:
Evosus is now integrated with two card processors in version 6.7: OpenEdge and TSYS. Both processors offer great rates and the ability to mass-charge card-on-file. Please contact your Client Success Manager to find out more.
NEW INDUSTRY INTEGRATIONS:
Evosus is happy to announce two new integration partners in version 6.7, Baystate, and Keller Supply. A summary of integration features per partner is available below and details on how to use the integration can be discussed with your Evosus Client Success Manager.
Can we get a WOOHOOO! for these awesome time saving features! We hope you're as excited as we are!
- Mass Import New Inventory Items
- Mass Update Cost on Existing Inventory Items
- Electronically Submit Purchase Orders from Evosus to Baystate
- Electronically Review Purchase Order Line Item Items for Back Orders
- Mass Import New Inventory Items
- Mass Update Cost on Existing Inventory Items
- Electronically Submit Purchase Orders from Evosus to Keller Supply
- Electronically Review Purchase Order Line Item Items for Back Orders
- Electronically receive Accounts Payable Invoices
DESTINATION BASED TAX:
As a seller, it is important to know whether you are located in an origin-based state or a destination-based state when it comes to charging Sales Tax.
- - Origin based states normally charge taxes based on where the seller (you) are located, such as the tax rate where your retail store is located.
- - Destination based states normally charge sales tax based on the location where the buyer takes possession of the items sold.
For clients who require Destination Based Tax, your life just got easier! Starting with version 6.7.301, Evosus is integrated with Zip-Tax to provide clients Destination Based Tax (DBT). This integration includes a web API real-time lookup of tax rates for customers in the United States only based on the customer's zip code in their Ship To address in Evosus.
The following improvements have been implemented in Evosus v6.7:
#1 The Job Materials screen will now update to reflect any cost changes made within the vendor purchase order for special order items (SOI) used on the job.
#2 The Google Maps - Tech Route Itinerary and Route Grouping Analysis features have been updated to identify addresses when the address can be found through Google.
#3 In prior Evosus versions the Evosus Daemon, Web API, and Mobile Windows Services shut off from midnight to 5AM for routine maintenance. These services now run 23 hours a day. Services will be down from midnight to 1AM for routine maintenance.
#4 Interview Questions can now be used on Quotes. The Interview button is located under the Quote's Directions tab. Interview answers will be appended to the bottom, below existing text (if any) in the Special Instructions field.
#5 In previous versions answers to Interview Questions on Sales Orders disappeared. This issue has been resolved and interview answers now append to the bottom, below existing text (if any) in the Special Instructions field.
#6 Using the map button on a scheduled task, for an address that has a zip+4, was resulting in an "address not found" message. The hyphen between the zip code and the extension was being dropped on the way to the browser causing Google to not identify the address. This behavior has been corrected and will no longer result in an "address not found" message.
#7 Jobs with cost log records that add up to a net cost of zero experienced issues when trying to Close the job. Evosus would not let you Close the job due to unrecognized revenue; however when you went to do the Revenue Recognition the system stated there were no costs to recognize. This issue has been resolved.
#8 If the length of the "VIP - Months" or "VIP - Sales Amounts" were excessive in length, like shown below, it caused an error to appear when trying to open Customer Profiles. This has been resolved. If the length entered into these System Parameter fields is excessive in length, they will default to 12 months and $1,000,000.
#9 Kit Items will now display the proper price when the System Parameter "Force two decimal unit price" is turned on.
#10 Corrected an issue where clients who are not using integrated Evosus Card Services for payment processing were experiencing the error message below when clicking the Card on File icon.
#11 Evosus will now query for Force Sale Transactions to prevent issues where client refunds are processed multiple times through OpenEdge.
#12 Clients experienced issues routing scheduled tasks related to Job Work Orders. Attempting to route the tasks resulted in an error message like the one below. This has been resolved and is now working as designed.
#13 Resolved an issue where when deleting a card on file, the confirmation screen displayed a different customer name than that of the card owner, although the correct card on file was deleted.
#14 When manually entering a Site Profile visit under a Customer's Profile, selecting an employee's name or entering a date now triggers Evosus to save the information when you click Close as a visit. Previously the user needed to change a value within the Site Profile Visit grid in order for Evosus to save the entry as a visit when you clicked Close.
#15 Resolved an issue where right clicking on an RGA to reopen it was posting to Closed Accounting Periods.
#16 When inactivating a Service Technician, Evosus will now change all active contracts assigned to that technician to Unassigned for future tasks that get automatically generated from the Contract.
#17 Updated Mobile Notes on Maintenance Contracts can now be referenced in the Contract Profile PLUS any future scheduled tasks that are already created in the month will receive the updated mobile notes.
#18 Corrected an issue where the Evosus Daemon was not completing successfully for Batch Jobs listed below the "Get Evosus Software Update" Batch Job. This Batch Job has been eliminated as software version downloads are no longer automatically placed in the Evosus Share folder on your server.
#19 We've added a validation so credit card charges that are in a Closed Accounting Period can no longer be deleted.
#20 A specific employee name must now be selected when using the Setup Mobile Device feature within the Mobile Dashboard. Selecting All Employees will now result in a pop up message requesting you select a specific employee name.
#21 Corrected an issue where clients who are not using integrated Evosus Card Services for payment processing received a pop up message stating the credit card number may be invalid for all cards saved to a Customer Profile.
#22 Customer Search is now a Wildcard search. That means if you type "Depot" you will find a match for a customer named "The Depot".
Handling Cards On File:
A new generic Card on File icon will be seen starting in v6.7 to eliminate confusion regarding the card icon showing VISA instead of the actual card on file type.
#1 The actual Card Type can be seen when you click the Card on File button to review existing cards on file.
#2 Client's will notice a new and improved experience for adding cards on file starting in Evosus v6.7. Below is a quick screen capture for what this new process looks like!
Evosus includes two new System Parameters in the Inventory Category:
#1 Evosus includes two new System Parameters in the Inventory Category:
A. Force Two Decimal Unit Price
B. Force Two Decimal Discount
- By default on upgrade, they are set to YES for US, Canada and Cayman Islands Evosus clients.
- By default on upgrade, they are set to NO for Australia and New Zealand Evosus clients.
- At the time a Retail Price is requested for an item on a transaction (POS, Quote, Order, Invoice) these parameters will be checked and rounding will occur if necessary.
- If the parameter is OFF (NO) then everything works the same as before.
- If the parameter is ON (YES) you should not be able to create Unit Prices and Discounts beyond 2 decimals on
#2 We removed the System Parameter called "Allow Software Updates to Extract to Evosus Share". Automatic Software Updates are no longer available for Evosus as clients are now required to download the software after they've agreed to terms and conditions, and entered their Evosus serial number to ensure they are not on Support Hold.
#3 We moved the System Parameters under System titled 'Use Outlook Add-In type integration' to the Email System Parameter Category.
#4 We moved the System Parameter called 'Check for Outlook Integration on Startup' from the System Category to the Email Category.
#5 The System Parameter 'Use Outlook Add-In type integration' that was previously located under the System Category has been replaced with 'Email Integration Type' and moved to the Email System Parameter Category. This was done to accommodate the new email integration type with Sendgrid. The 'Email Integration Type' System Parameter accepts three different values which are outline below but can also be seen in the black box at the bottom of the System Parameters screen when you click on the parameter.
- OutlookAutomation: Clients using the original Outlook email integration will select this option.
- OutlookAddIn: Enter this value if your company has been using the newest Evosus Outlook integration. This requires the Evosus Outlook Add-in Installation.
- SendGrid: Enter this value to use the new SendGrid* email integration.
*Note there are more details regarding the SendGrid email feature below.
Sending emails from Evosus has never been easier! Evosus now offers a Sendgrid integration that allows clients to mass email without using Outlook! The only setup needed is outlined below along with instructions on how to mass email customers using this new integration.
How To Turn On The SendGrid Integration:
Step 1: Go to Administration > System > Evosus Defaults > System Parameters and click on the Email parameter Category.
Step 2: Change the Email Integration Type Value to SendGrid and click out of that Value field.
Step 3: Close System Parameters to save your changes.
Sending Emails with the SendGrid Integration:
Check out the short screen capture below that shows the process from beginning to end or review the outlines steps below.
#1 Go to the Sales Manager.
- In the screen capture example below we went to the Employee tab on the Main Menu and clicked on My Orders and Invoices.
- Note that this is just one way to get an email started. You can also email directly from a Customer's Profile, after a document has been generated for print, or even by right clicking on a customer's name from the Customer tab of the Main Menu.
#2 If you wish to mass email simply highlight the individuals you want to email using your Shift or Control keys on your keyboard. You can also choose to email only one person at a time if necessary.
#3 Right click and choose Send Email.
#4 Enter a From Email.
- This will be the email address your customer sees the email is from. If you are using your own paid version of Sendgrid then Evosus can also push the email to your email provider under the Sent email category/folder.
#5 A generic email box will pop up allowing you to enter a generic Email Subject and Body that will be used for ALL emails you chose to mass send.
- Tip: Right click to gain access to all your Quick Text!
- Each customer will receive their own related document, such as a Sales Order, as a PDF in the email.
#6 Click Send Emails.
- SendGrid will start sending the emails immediately after clicking Send Emails. Individual email boxes will NOT appear on your screen for further customization like when using the Outlook integration.
#7 Once the emails have successfully sent click Close.
Check out your Customer's Notes to see your email history!
6.7 PATCH RELEASE DETAILS
The changes below were made through patch releases 6.7.179 through 6.7.182. Please contact your assigned Evosus Client Success Manager should you have any questions!
- Corrected an issue where transactions using a card on file for an amount over $999 resulted in an "element 'transactionAmount' is not valid" message. An example of that message can be referenced below.
- Resolved the Test Merchant Account issue that occurred on the second tab of the Merchant Profile Setup screens when attempting the Test Transaction with a card other than a VISA.
-Our Web API has been updated to include Order Date as an output to the open order search API call.
- During the card migration process, Evosus will now ensure the expiration date is brought over in the following format, MMYY. Clients will also have the option to default the Bill To address and postal code if no address was recorded under the card on file setup.
- We've added easy access to card merchant portals for you to use! These links are available under the Evosus Card Services folder on the Administration tab.
- Resolved an issue related to Outlook where when emailing in mass for Maintenance Contracts, and a single customer had multiple contracts, multiple emails were sent, but they all sent the same invoice.
- Clients using TSYS for card processing can now accept card payment over the phone without saving the customer's card on file. During the payment process simply select the option "Credit Card Keyed" like shown in the screen shot below.
- We've removed the note regarding it being a violation of the Payment Card Industry Data Security Standard to record the CVV value of a credit card. Storing the CVV directly in the Evosus software is not necessary as you are able to enter the CVV in the new Secure Card Add/Update screen where the card data is then sent to the merchant processor for a token to store in Evosus.
- A buffer of space has been placed just above the buttons at the bottom of the Sell Items screen in Point-of-Sale so the buttons are no longer overlapping.
- Corrected an alignment issue on the Outlook email screen where the Create emails button was not aligned on the right hand side with the Close button.
- Resolved an issue where when clicking out of the card payment screen, Evosus would display a Payment Method Changed" message. This message will no longer display when canceling out of the card payment screen.
6.7.187 Patch Release Details:
- Implementation of a more robust photo upload process from the mobile app to Evosus.
- Corrected an issue where when customers paid in advance, the credit was not carrying over on to the Maintenance Contract even though the credit was locked.
- Resolved the Kit Price printing issue where the total kit price was not printing on documents.
- Implemented a confirmation screen when setting up the Keller Supply integration noting that the catalog sync time can be take an hour or more and we recommend running after hours or on an unused machine.
- Resolved an issue where when completing a physical count the Exception Count quantity on the Physical Count report differed from the exception count quantity shown within Evosus under the Exceptions List within the count screen.
6.7.191 Patch Release Details:
- Added multi-click protection on the OK button of the Job Bill. This will prevent duplication of billed amounts appearing on the Job Bill when the OK button is accidentally clicked more than once.
- Resolved a communication interruption that caused Evosus to shut down when attempting to electronically submit purchase orders to POOLCORP. Below is an example of the error that would appear before Evosus would shut down.
- Corrected an issue where a Run-time error '5' would display when trying to utilize the customer right click menu. Below is an example of the error that was corrected.
- Resolved an Out of Memory Error that would appear when trying to access the Merchant Profile screens. Below is an example of the error that has been resolved.
- Corrected an Unexpected Error that would appear when attempting to send electronic purchase orders to Keller Supply. If you clicked through the error the Electronic Send form was blank. Below is an example screen shot of the Unexpected Error that occurred.
6.7.195 Patch Release Details:
- Corrected an issue where when emailing Maintenance Contracts in mass, and a single customer had multiple contracts, multiple emails were sent but they all included the same invoice, which appeared to be the last invoice selected in the mass selection. Evosus will now send mass email correctly, where each email has it's own PDF attachment.
- Resolved an issue where when a customer had a card on file, Evosus was no longer referencing that a card was on file on the printed service document. Example of where this information is printed can be referenced in the screen shots below.
- Resolved an error "chargeDescriptor is invalid" that resulted when a Store name was long or included special characters including #$%^&*(. This error would appear when attempting to use American Express card tokens. The Charge Descriptor is the description your customer sees when looking at their card statement. Starting with version 6.7.195, if your customer uses an American Express card for payment, the description for the charge on their statement will be limited to 40 characters, all special characters that may exist in your Store Name will be replaced with a space. Again, this is for American Express charges only and is what your customer sees on their card statement. The Charge Description on their statement is pulled from your Evosus Store name.
For example, if your store name in Evosus is Vancouver Pool & Spa, your customer's who use an American Express card for payment, will see the Charge Description Vancouver Pool Spa, instead of Vancouver Pool & Spa.
- Improved the Merchant Setup & Test process to ensure the Stores appeared in the Map Store to Merchant tab to complete the integration setup.
- Updated the Merchant Setup screens/process to prevent a Data Validation error message from appearing when using the Save & Continue button to navigate between the setup tabs. Below is an example of the message that would appear previously.
- Improved code to help prevent errors (Error = Either BOF or EOF is True) when completing a card on file data migration. Below is an example of an error that occurred that the update code should help prevent.
- Resolved an issue where Evosus expected water test data to sync using a UTC time zone, and instead received the data using the dealers local time. This caused issues with water testing customer's appearing correctly in the POS screen after completing their water test. Evosus now expects to receive the water test data based on the dealers local time.
- Corrected an issue within the Keller Supply integration that resulted in an Error Number = 3265 when attempting to import Accounts Payable invoices. Below is a screen shot of the error that was corrected in this patch release.
6.7.198 Patch Release Details:
- Implemented payment authorization checks to ensure card transactions are only approved if the customer has the full charge amount available on their card. If the full payment amount is not available, the card will return a Declined message to Evosus. This improvement is for TSYS and Poynt card processing.
- Corrected an issue with the Keller Supply AP Invoice import not fully importing AP invoice details.
- Resolved an issue where when printing a quote containing Kits and using Hidden Use Tax the kit price line item was showing double the actual balance due. Total & Subtotal were still reflecting the correct amount due.
- Resolved an issue where when typing into the Vendor field of the Search RGA screen Evosus accepted the first letter typed then additional letters were entered into the blank Search field, instead of continuing the vendor search. Below is an example of the behavior before the fix.
- Re-positioned the Credit Card Keyed radio button and text to be positioned behind the Timeout Occurred message.
- Corrected an issue where occasionally cards on file would display the last 2 digits of the expiration year twice. For example, instead of showing the expiration in Evosus as 12/20, the field would show 20/20.
- Resolved an issue where Vendor Purchase Orders were not successfully being sent to Keller Supply. Evosus would show the message below when the send failed. This message would appear when dealers entered text into the Purchase Order Instructions field and use Return/Enter buttons to separate text.
- Evosus has updated the United Aqua Group integration to use the new URL provided by United Aqua Group for electronically submitting purchase orders. Evosus clients who want to continue to electronically submit their purchase orders with the UAG integration will need to update their Evosus version to at least 6.7.198 due to the changes UAG made to their URL.
- Keller Supply integration is now set to automatically update the Catalog every year. Evosus clients can still choose to manually update the Keller Catalog using the integration feature at any time should they need to.
6.7.201 Patch Release Details:
- Removed ALEX Pro from the Industry Integrations menu. After careful review and testing with a hand-full of beta clients, our team has determined this feature is not approved for a general release. Our number one priority is to ensure we provide quality releases with a design that has you in mind. We greatly appreciate the time our beta clients put into testing and providing feedback. We hope to provide the integration with ALEX Pro in the future.
- Resolved an issue in the Keller Supply integration that caused an Unexpected Error (see example screen shot below), when attempting to import AP invoices.
- Corrected an issue where when keying an AMEX card a "Request Failed... The Value ... of element shipToZip is not valid." which prevented the transaction from completing.
- Fixed a spelling error on the screen announcing a payment had timed out. The word occurred was spelled incorrectly and has been updated.
6.7.301 Patch Release Details:
- Destination Based Tax is now available in Evosus! We provide a web API real-time lookup of tax rates for customers in the US utilizing the services at www.zip-tax.com. Click here for detailed instruction on using this new software feature!
- Resolved an issue where when performing a Merchant Sweep, Poynt or TSYS transactions showed up as "Unknown" in the Merchant column. Below is an example screen shot of what the MerchantId field would display before this fix in 6.7.301.
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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