This is a new program that will allow you to take a physical inventory of a small section of your store. It will update only the skus that you have counted. The on-screen display gives you the opportunity to decide which skus to update.
New utility program to merge existing skus into a matrix.
Physical Inventory
The last physical inventory date is now store on the sku record. You can run the Inventory count by Category report by Last Physical Date.
This is a very powerful feature for multiple chain stores.This will allow you to send an inventory transfer request to another location. The transfer requests can be printed from a report or viewed in an on screen display. The transfer request can be quickly pulled into the normal Transfer Inventory Store to Store program.
The transfer requests can be initiated from three different areas of the program.
When you enter or change an order you have the ability to request inventory from another location. Once it is received it will mark the order as picked.
The Replenish Stock from Other Locations will create a transfer request.
Under the Inventory Transfer menu there is a new transfer request program.
Floor Display Restock Report
This can be used to show sales for a date range so you can pull stock from the back room to refill the sales floor.
Receive Inventory
The receiving employee is not saved in the received inventory files. The employee can be seen in the Received History popup window that is accessible from Inventory History.
Model Inventory Report
This new report will list you min/max, cost min/max, qty sold and GP. The report has selection criteria by Cat, Sub, Mfg and MM Code.
Transfer Location System Variable
This new system variable controls whether the user has the ability to change the “from” location in the Store to Store Transfer program.
One/Off Analysis System Variable
This new System Variable can be setup to not include one-off sku's in the inventory analysis program and report.
Inventory Hang Tags
You can design your Inventory Hang tags in Microsoft Word using tags to pull in fields from AIMsi.
Inventory Management
The Establish/Reset Min/Max program will now display the results on screen. This gives you the opportunity to see the results before you update your inventory.
You can now set a minimum stock amount per sku. If the min/max routine calculates a min that is less than your minimum value, both the min and max will be set to this value. This is helpful for certain products that you always want to have at least one on hand regardless of the min/max calculations.
The system now has the capability to exempt certain sales from figuring into the min/max calculations. There is a new program called Exempt Sales that will let you flag sales which account for a certain percentage of total sales for a time period as being exempt from the min/max calculation.
The Establish Min/Max for Seasonal program will let you adjust for expected growth or shrinkage of sales for a season.
Added ability to remove discontinued items in the Remove Inventory Marked for Deletion program.
The List Inventory Received by Category report can be run for weighted cost.
The Package Deal setup will now allow you to add discounts that will show on receipts.
Customer
Export/Import Customer
This new program will allow you to select customers by location and customer default. The customer records are exported to excel. You can make any changes in excel and import the list back into AIMsi.
The customer pick list can be filtered by location. This can be turned on or off with system variable "CustomerPickLocation".
Added ability to change a customer’s Bank Account Number and Social Security Number for employees that do not have security to view the entire number.
Remove Customer Credit Card Info
With credit card security getting tighter it is import to lower your security risk. There is a new program that will remove customer credit card information based on card expiration date or last history date. This program will display all the accounts that meet your selection criteria. You have the ability to select which customer you want to remove credit card info from.
Email Address Check Prompt Changes
If you need to correct an email address a small window will come up that you can type the new email right into. You can also override that prompt per workstation for different programs.
Reverse Phone Number Lookup
AIMsi has partnered with 555-1212.com to provide a reverse phone number lookup service. In the Add/Change Customer screen you can click the “Phone” button and enter the customers phone number. It will then display any matches, and you can pull the address information right into the customer record. This feature does require you to be on active-e b2b. Tri-Technical Systems has negotiated a bulk lookup rate with 555-1212.com. You will be billed monthly at 8 cents per address lookup. The reverse lookup works for US and Canada phone numbers.
Duplicate Customers Report
This is a new report that will search for possible duplicate customers based on address, phone number, name, ID or email address.
POS
PC Charge Interface
The AIMsi/PCCharge interface has been updated to work on VISTA computers. Using the AIMsi v7.0/PCCharge interface on VISTA computers can cause PCCharge to incorrectly report that the card has been declined due to “File Error”.
Payment & Return Categories can be setup to only show at specific locations.
You can change the “From” email address when sending a receipt by email.
Added an option to the Establish Sales Parameters program to allow you to only select items that are in stock.
Added the ability to change the merchant number when posting a credit card payment. This can be helpful for back office posting in a multi location environment. This is also controlled by security option “Ability to Change Credit Card Merchant Number”.
You can establish add-on skus for any inventory record. These skus will be displayed with the POS Reminder notes when the item is sold. You can automatically pull the selected Add-on’s into the invoice program. Add-on’s can also be setup at the sub category level.
You can setup notes on non-inventory categories. These notes will automatically be brought into the invoice when you sell this category.
System Variable ProposalLinePrice
You can use this new System Variable to NOT show line item prices on proposals. This is helpful to avoid customers from shopping your proposal pricing.
Advertisement options can now be setup by store location.
Credit Card Receipt
You can setup an additional credit card receipt to print during a multiple transaction sale. This receipt will show the masked card(s) number, approval number and amounts. Now your customers can sign one receipt rather than several in a multi transaction sale.
You can now setup delivery instructions that can be related back to an invoice, delayed delivery or service ticket. The Delivery Ticket will track the Date and Time of the delivery, contact info, address, phone numbers and an unlimited notes. A separate Delivery Ticket can be printed at the time of the transaction. There is also a report to list any deliverers that are scheduled for a date range.
Rentals
Approvals can be pulled into Long Term Rental contracts.
Added a program under Long Term Rental Utilities that will list out contracts that have bad data. This information can be printed out and the contracts can be corrected in rental full edit.
There is a new system variable called AutoPayRentReceipt which can be used to have the system email long term rental autopay receipts automatically while posting rental autopays. To go along with that there is a new system comment called Long Term Rental Autopay.
Added a new program to Reverse Short Term Rental Returns.
Rental Autopay ACH
AIMsi can export your ACH autopay information to Treasury Software. Treasury software will format your ACH information for your bank and can automatically transmit the file to your bank. Here is a quote from a store that has beta tested this new feature.“I just had someone call me about using Treasury software with AIMsi. Just wanted to let you know that the ACH Export button you added is really handy and AIMsi and Treasury work great together. It’s going to save us literally several work days per month.” Contact your AIMsi sales rep to learn more about Treasury Software.
Rental Credit Card Override
You can now enter a credit card number on a rental contract. This card number will override the card that is on the customer’s account when posting rental autopays.
This is a new on-screen program that will list any orders that have been received or picked. From this screen you can launch the invoice program to invoice the order.
Split Employees on Orders
You can now split the employees on a customer order. The split will automatically pull into the invoice program.
Transfer Order
New program to transfer an order to another account.
This new program is intended for multiple chain stores. This program will display what is recommended to be ordered. The main display is inclusive of all your locations. You can drill down on a line item to view/change the quantities to be ordered by location. From this screen you can save your changes to a PO Worksheet and come back later to continue to work on it. When you are done, you can automatically create a separate PO for each location.
The Create PO program has been changed to allow you to edit an order by right clicking a line item and selecting Edit Order.
Accounts Payable
A/P EFT Invoices
When entering an A/P Invoice you have the ability to mark the invoice as already paid by EFT. You can also mark an invoice as paid by EFT in the Check Disbursement program. You can also enter an EFT reference number that will be displayed in the Bank Reconciliation program.
When printing an individual check for a TEMP vendor you can pull in any customer’s address instead of typing it in.
Lost Discounts Report
This is a new report that will list any A/P invoice that was paid and the full discount was not taken.
General Ledger
Added an Import tab to the Budget Setup. This will allow you to establish your budget in an Excel file and import it into AIMsi.
Added an Import button to the Journal Entry program. This will import journal entries from Excel into AIMsi. This can be used for importing GL entries from an outside payroll company.
The Balance Sheet has a prior year option.
Monthly Income Statement
This is a new Income Statement that will break out the monthly figures for the last 13 months.
Lessons
The View Lesson Availability program will now show the instructors that are available when selecting a specific lesson type.
The Absence/Credit program will now show lessons previously marked as absent so that you can review and change the lessons absent status.
Lesson Autopay ACH
AIMsi can export your ACH autopay information to Treasury Software. Treasury software will format your ACH information for your bank and can automatically transmit the file to your bank. Here is a quote from a store that has beta tested this new feature.“I just had someone call me about using Treasury software with AIMsi. Just wanted to let you know that the ACH Export button you added is really handy and AIMsi and Treasury work great together. It’s going to save us literally several work days per month.” Contact your AIMsi sales rep to learn more about Treasury Software.
Lesson Credit Card Override
You can now enter a credit card number on a student record. This card number will override the card that is on the customer’s account when posting lesson autopays.
Email Lesson Notifications
The system can be setup to automatically email an instructor when a student is added or updated. This email will include information about the student and lesson.
Active-e
The List Sold Inventory by Category report can now be run for All Sales, Web Only Sales and Non Web Only Sales.
This is a new program that will allow you to search the Active-e database. You can search by any combination of Data Provider, Manufacturer, Publisher, Model Number, Item Number, UPC Number and Description. From this program you can automatically create an inventory record in AIMsi.
Credit America Interface
You can now transmit delinquent charge sales, service tickets, lesson invoices, layaways and short term rentals to Credit America for delinquency collections.
Your delinquent accounts that are submitted to Credit America are scrubbed against the NCOA. Any address changes will be displayed and you have the opportunity to update the address in AIMsi.
eBay Integration
AIMsi will allow you to attach specific eBay related information to an individual sku. This information can be exported to eBay’s Blackthorne Pro software. Sales information can be exported from Blackthorne so that you can easily invoice the customer through AIMsi.
Website Product ID
Anytime you push a product to your active-e shopping cart, the web id is now saved in AIMsi. This is helpful for setting up related, requires and upsell products in AIMsi.
You can now ftp multi images to the shopping cart from AIMsi.
Added the ability to exempt certain color and sizes from of a matrix sku from being published on your Active-e website.
You can now click a “Display Product” button on a sku and it will open your Active-e website to that product.
The related, requires and upsell products fields in inventory management screens now have F6 functionality that lets you build a grid of inventory and will automatically translate that into the appropriate WebID’s.
You can now setup multiple custom toolbars by workstation. The buttons on the toolbars can launch specific programs. You can also add your own icons to the buttons.
Over the years we have created custom programs and reports that are store specific. Typically these programs would be run from the command window. This will give you a place to organize and run these programs. You can also setup 3 different security levels on your custom programs.
Many of the reports have been optimized to run faster.
The All Sales Management report can be run by user groups.
The Sales Staff Performance report can be run by user groups.
Re-designed the way the Management Password Override box works. You can now hit enter after typing in the password and it will go directly to the Override button.
User Security Exceptions Report
This new report will list user security exceptions by employee.
Security Overrides by Employee
Starting in V8, AIMsi will keep track of sucessful security overrides. There is a new report under the Misc tab called "Security Overrides by Employee" that will list out for a date range the number and type of security overrides performed by employees.
The Clock In/Out program can now be setup to only show on certain workstations.
Added the ability to setup a non-inventory category as an extended warranty category. When you sell one of these non-inventory categories on a sales invoice, the system will ask you for a little bit of information then will create an extended warranty rental contract right from the sales invoice program.
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