AIMsi v7.0 Features

Recently the Payment Card Industry (PCI) Data Security Standard was created by major credit card companies to safeguard customer information. Visa, MasterCard, American Express and other credit card associations mandate that merchants and service providers meet certain minimum standards of security when they store, process and transmit cardholder data. Part of this standard is dedicated to specific requirements of your pos/business software.

Tri-Technical Systems Inc. has made the necessary software changes to ensure that the AIMsi software meets the new PCI standards. To be compliant with the new standards you must be on the latest version 7.0 of the AIMsi software. As a merchant if any cardholder information is compromised and you cannot demonstrate compliance at the time of the compromise you can be subject to fines and liable for losses.

General

The GUI (graphical user interface) has been upgraded to the Windows XP look.
Setup a default comment catalog. Anytime you are in an edit box you can hit F6 to pull up a list of comments that can be inserted.
Any report or receipt can be sent as a PDF document.
Ability to add comments prior to emailing a report or receipt. These comments will print in the body of the email.
Ability to change the email subject prior to emailing a report or receipt.
Setup a default subject for each type of receipt that you can email.
Setup default comments for each type of receipt that you can email.
Track time clock entries by location.
Mark message as un-read so they will pop back up to remind you again.
Exporting to excel is no longer limited to 16,000 records.
Added a right click option to the address drop down so that you can copy a customer or vendors email address to the computers clipboard. This allows you to quickly paste the email address into your email program.
Printed checks conform to the new Canadian Payments Association (CPA) check specifications.

POS

Hot key to reprint last sales invoice from that workstation.
Credit card timeout setting if connection to processor is lost.
Invoice receipts will retain the line item order as it was entered.
Proposal receipts will retain the line item order as it was entered.
Customizable delivery date message on Delayed Delivery receipt.
Ability to require a serial number on a layaway. (In other words do not allow a sales person to enter a serialized sku.)
Prompt sales person for reason for merchandise return. Results will show on a new report.
Anywhere you can key in a sku, you can now enter a vendor item number. If more than one sku exist for that item number you will be prompted for the correct one.
Enter line item notes on approvals.
The credit card types on file with the customer are shown on the payment collection screen. You no longer have to pick a credit card payment method to see what type of card the customer has on file.
Establish default store logo that will print at the top of the small receipt. The Epson TM-T88III is required to enable this feature.
Setting that can display a reminder if customer is close to receiving a qty discount.

Customer

When adding a new customer, you can auto populate the name, address, city, st & zip with reverse phone number lookup.
Add notes to open account payments. Notes are displayed in customer history.
Setup a default customer type when entering a new customer.
Automatically create contact management records based on sales history. This is great for follow-up correspondence or thank-you notices.
Print mailing label from the Add/Change Customer program.
Setup customer to receive email correspondence by PDF attachment.
Filter customer invoice history by invoices with a balance.
The customer’s social security number is encrypted in database.
The customer’s bank number is encrypted in database.
Viewing and changing a customer’s social security number can be secured.
Viewing and changing a customer’s credit card number can be secured.
Viewing and changing a customer’s bank number can be secured.
New program to charge a service fee to in-active electronic gift cards.

Inventory

Inventory can be sold and tracked by fractional quantities.
New program to default the primary vendor to the lowest cost vendor.
New field in the serial number file that can track a reserve amount. This amount can affect general ledger.
New program to export selected inventory to excel. Data can be manipulated in excel and then imported back in.
Print blaster labels for inventory items that are on sale.
Default Color/Size table by sub category.
When entering a new sku, you can enter the colors and sizes and the skus will automatically be generated. This will also pull in the defaults that you have established for that sub category.
New report to list inventory by active-e web category.
Inventory management configuration can be set at the sub category level.

Purchase Order

UPS WorldShip integration. Invoice program will automatically pull in the shipping amount and tracking numbers.

Accounts Payable

Setup a default payee on the vendor record.
Invoices can be expensed by region.
Setup vendor email as PDF attachment.
Setup recurring invoices to be automatic bank withdrawal or automatic credit card.
Setup default unlimited discounts for each vendor.
Each vendor invoice can have unlimited discounts.

General Ledger

Group locations by region.
Print Balance Sheet by region.
Print Income Statement by region.
New button on setup account reports to “clone” an existing report.
Setup recurring journal entries.

Short Term Rental

Rental line item notes that print on the receipt.
Reservation line item notes that print on the receipt.
Track packages by quantity. This will show in the availability calendar.

Long Term Rental

Add notes to open rental payments. Notes are displayed in rental history.
Prompt sales person for reason for rental return. Results show on a new report.

Repair & Service

Blanket discount can be applied to parts or service.
New setting so that parts can appear on the “All Sales Management”, “Sales Staff Performance Analysis” and “Sales Person Shift” reports.
View the outstanding repair schedule when entering a new repair so that you can decide on a promise date.
Setup a default repair technician for each entry in the repair table.
Color and Size can now be entered on the repair ticket.

Lesson

New option to Tag/Un-tag by date range in the Pay Instructor program.
New report to list schedule conflicts by instructor or area.
Print student history from the Student History program.
Access student history from the customer history program.

Active-e

The C2B (Consumer to Business) portion of Active-e is introduced in version 7.0. The C2B technology allows your customers to access their account information on your web site. You have control over which customers have access to this information. The Active-e and E-commerce module are required to use the C2B features.

C2B includes the following:

View invoice history.
View rental history
View special order status.
Make rental payment.
Make open account payment.
Initiate rental contract. Coming Soon!
Sign up for lesson. Coming Soon!
and many more features Coming Soon!

The E-commerce and B2B modules of Active-e have several new enhancements:

Multiple product categories per inventory item.
Default category display format.
Default product display format.
Default sales price prompt.
Default inventory XmlPackage.
Default category XmlPackage.
Flag/un-flag inventory to be pushed to web based on qty available.
Update your titles database with the table of contents. This can be pushed to your website.