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Jewelry Shopkeeper New Features, Modifications, Improvements
Jewelry Shopkeeper is constantly being improved so it runs better and so your business runs better. Here are some of the more recent changes.
Version 4.695 05/12/2026 ===============================================================
The "TLS Check" (internet connection security level check) recently started issuing security warnings even when not warranted. This has been revised in order to correctly interpret the new response format of BrowserLeaks https://browserleaks.com/tls
The Cash Register Journal report now allows you to filter the payments based on the layaway status of the associated sale such as showing only payments on pending sales, or excluding payments on pending sales. The default (and the only behavior in previous versions) is to show payments without regard to the layaway status.
The Cash Register Journal report (like many other reports) automatically creates an Excel XLS version of the report results in the VJS Reports folder. That is not new, but the change in this version is the added column for the Sales Period, which shows you if the associated sale is pending (period is zero), or finalized (period is non-zero.) This may help you with some of your own outside-Shopkeeper analyses.
Version 4.694 05/11/2026 ===============================================================
Sales receipts can optionally print the extended notes for each Sku (this is an old feature which you can activate with the option "Do you want to print inventory details on the receipts") What is new is that now it can print for non-inventory Sku's such as repair Sku's or Appraisal sku's or notes Sku's in case you have special receipt wording for particular Sku's
(Not new, but as a reminder in a similar area, you can make extra receipt wording print for every Sku in certain major codes by adding the Extra Sales Receipt Message in the Major Class Codes maintenance screen.)
Version 4.693 05/06/2026 ===============================================================
Some Print Options (such as layout choice, preview on or off, etc.) are generally clerk-specific, such that two different clerks logging into the same computer could save different options. Starting this version, if you set a "Cash Register Code" in the Local Defaults page of Preferences, then the Print Options will be independent of who is logged into Shopkeeper.
[xl5try]
Version 4.692 05/01/2026 ===============================================================
The IGI grading reports download feature adds further options If you fill in a Sku's Vendor Style box with the report number, you can avoid re-typing that report number with the option CERT=STYLE You can "translate" certain terms from the report to a different word in Shopkeeper so you don't have to adjust each one manually. E.g. {LAB GROWN DIAMOND}={LAB GROWN} {ROUND BRILLIANT}={ROUND} would fill in LAB GROWN for the Material when the report has LAB GROWN DIAMOND, and will fill in the shape as ROUND when the report has ROUND BRILLIANT. These Miscellaneous options are entered in the Web Settings page of Preferences. [Ask Compulink for more details as needed]
The WooCommerce integration has new options to upload four categories of the product page on WooCommerce: Major Code description, Minor Code description Web Category, Web Status. Only categories with an exact match will be checked on the item's product page. I.e. if you want certain Shopkeeper categories to *not* be checked on WooCommerce, just make the spelling or punctuation a little different - even with or with a dot or the plural S constitute a difference. In addition, the Brand/ Manufacturer will upload now - but only if the spelling in Shopkeeper and in WooCommerce are identical.
The Physical Inventory screen has new options:
- if you have typed in a long list of physically counted Sku's and want to find some of those in the list, you have always been able to sort the list by Sku. What is new in this update is that you can now directly search by Sku number. To do that, check the box "Find by Sku" then search a Sku. With that box checked, it will not add an extra line to the physical count, instead it will locate that line in the physical count grid. You can continue to search for other instances of that Sku in the physical count if you think you may have other lines with the same Sku. Uncheck the box in order to continue adding to the physical count.
- You now have the option to cause VJS to pop up a warning if you type a Sku that has less than one in stock. You can choose whether or not that Sku should be added to the physical count list. (To enable that warning, add the key word "PHYSICAL<1WARNING" [with or without spaces] anywhere in Miscellaneous Settings in Preferences.)
- You now have the option to cause VJS to pop up a warning if you type a Sku that has already been added to the physical count list. You can choose whether or not that Sku should be added to the physical count list. (To enable that warning, add the key word "PHYSICAL DUPLICATE WARNING" [with or without spaces] anywhere in Miscellaneous Settings in Preferences.)
Version 4.690 04/21/2026 ===============================================================
The Stones Details page of Inventory Status can now download IGI grading reports and populate the stone characteristics in Shopkeeper. * You may need to obtain "API Credentials" from your IGI Rep but initially you can try it out without those credentials. * Shopkeeper doesn't have all the characteristics from the grading report. Upcoming VJS updates will add additional fields such as crown angle and pavilion angle, etc.
A new security option enables you to permit certain VJS users the ability to add and modify the inventory notes on the Notes page of Inventory Status even if, in general, they cannot make any changes in Inventory status. In the Security Settings area of Preferences, open the inventory Security page for the Edit Inventory Notes option.
The Customer Reports & Labels screen has a number of export options and in this update, the Export List Wide CSV choice now includes an extra column for the customer notes. (The column included in the CSV file is the shorter Notes box on the Main page of the customer profile screen, not the unlimited Notes on the Notes page.)
The Customer profile screen has a drop list to quickly add certain comments you might use repeatedly such as [Last Emailed] to track when you last emailed (or called or texted, etc.) if you include the merge code {date} in the drop-down comments to add, that will be filled in to the Notes box with the current date. This drop list behaves the same as the one by the Notes box on the Notes page.
Version 4.685 04/13/2026 ===============================================================
The Inventory Reports screen now allows you to search for certain key words in the basic tag description or the notes (on the Notes page of Inventory Status) or the notes on the Style Detail page of Inventory Status. Choose "Full Selection" to access this option. Note that using this search option could make the report run fairly slowly. (Though that's still much faster than checking every piece individually ! )
The Relocate Inventory screen allows you to type a reference for each batch of relocations, and there's a drop list for previously used relocations. (That part is not new.) What is new is that the drop list is now much shorter as it doesn't repeat the entries for each Sku that relocated.
Version 4.684 04/09/2026 ===============================================================
A new option allows you to make it harder to accidentally fail to register the full payment of a sale. Normally when you try to save a cash sale that doesn't have a full payment saved, a pop-up asks you if you want to convert the sale to a layaway. You can now remove that pop-up to avoid people accidentally choosing to save as layaway. (To disable the convert to layaway pop-up, add the key word "NoConvertSalePopup" anywhere in Miscellaneous Settings in Preferences.)
Version 4.683 04/08/2026 ===============================================================
Inventory Export to web. Improvement in the way the loose stones details and extended details are included where a single style has multiple inventory records with different sku numbers.
Itemizes Sales Reports have more room for the discount dollars column so it can handle larger total values (for longer time-frames)
Itemized sales reports can optionally create a JSON export file in addition to the more usual XLS file. (This is a rarely needed specialized option and is active only if you have the keyword CREATEJSONFILE in In the Miscellaneous Options box in Preferences.)
Version 4.681 03/30/2026 ===============================================================
There is additional room for center stone weights(now up to 999.999 from 99.999) and side stone weights (now up to 999.999 from 9.999) on the Extended Details page of the Inventory Status screen.
Version 4.676 - 4.680 03/27/2026 ===============================================================
The Pandora catalog program adds about 300 new items for Spring 2026. There are about 150 significant price and cost changes (10% to 20%) to be implemented 3/31/2026 The Pandora catalog feature requires the Maintenance Plan.
+ miscellaneous
Version 4.675 02/27/2026 ===============================================================
The AI feedback report analysis has been updated to remain compatible with Google Gemini.
The Return on Investment Reports now allow you to select a list of major codes to include to to exclude. (The previous option to select a *range* of major codes also still exists.)
Version 4.674 02/23/2026 ===============================================================
The Return on Investment Reports now allow you to select the results for one or more Brand codes (aka Manufacturer codes.)
Note that this is a separate choice from *organizing* by Brand / Manufacturer.
Note that previously there was a choice to select one or several Vendor codes, which is similar, but different - and that option is still available too.
Version 4.672 02/20/2026 ===============================================================
The Lafonn catalog has been updated with about 750 new items for January 2026. Prices and costs have been changed for about 900 previous styles. (This catalog feature requires the Maintenance Plan.)
Version 4.671 02/12/2026 ===========================================================
You can now change the vendor or the purchase order number for purchase orders. This is done in the same way as changing invoice numbers or vendors: retrieve the purchase order in the Inventory Entry screen, then click the padlock to the right of the vendor code or the purchase order number.
Version 4.671 02/12/2026 ===========================================================
You can now change the vendor or the purchase order number for purchase orders. This is done in the same way as changing invoice numbers or vendors: retrieve the purchase order in the Inventory Entry screen, then click the padlock to the right of the vendor code or the purchase order number.
Version 4.670 02/10/2026 ===========================================================
Running the simple layaway report simultaneously creates an Excel XLS file in the VJS Reports folder. This version adds additional useful fields including four phone numbers, email address, and the balance due. You could possibly use this list to do a mail merge or an email merge or an SMS text blast.
In fairly rare circumstances, the Bulk Reprice screen could result in an error, which has been resolved in this version.
Version 4.669 02/05/2026 ===========================================================
Several of the cash register reports (including the Cash Register Journal Report ) work only on the Current sales file which is the past 2 to 3 years of data.
This version has the new option for the Cash Register Journal Report to optionally run it against the Archive sales file, which has the older payment records.
Version 4.668 02/03/2026 ===========================================================
New keyboard shortcuts will help you efficiently navigate a number of "multi-page" (or "multi-tab" ) screens, including screens for Customer Profile, Vendor Profile, Clerk Profile, Inventory Status, Repairs, Chart of Accounts, Bonus Points Reminders, Time Card.
Page-Down and Ctrl-Tab will advance to the next page (or tab) and will cycle back to the first page after the last page.
Page-Up and Shift-Ctrl-Tab will advance to the prior page (or tab) and will cycle back to the last page after the first page.
In previous versions certain pop up dialog boxes relating to a change you made could have appeared far away from the screen you are currently working on, which sometimes meant they weren't obvious enough.
This would occur mostly on computers with multiple monitors or very large monitors where you move the screens around.
In this update, those dialog boxes will appear in the middle of the active screen you're working on.
Version 4.667 01/28/2026 ===========================================================
The Pandora catalog program adds about 200 new items for Valentines / Spring 2026. There are very few price and cost changes for the U.S. and Canada. The Pandora catalog feature requires the Maintenance Plan.
- Download includes ALL items through Cycle C 2026 - Any items added to the assortment or impacted with price changes after 1/28/26 will be captured in the next download.
Version 4.665 01/16/2026 ===========================================================
The newest Geller / JewelerProfit Repair Blue Book Version 6.6 is now available to add to Jewelry Shopkeeper. This is a catalog of around 5,000 repair tasks.
Even compared to the Summer 2025 version 6.50, there are many significant increases which reflect the ever-increasing price of gold without which you could be greatly underpricing your services.
If you have the Shopkeeper Maintenance Plan or have ordered a current Shopkeeper update, there is no charge from Compulink to import the Blue Book.
However, you may need to renew your Blue License from JewelerProfit and ask them to send us the OK for you to get the most current Blue Book Digital License.
Version 4.662 01/10/2026 ===========================================================
The checkbook report format has been adjusted to help when running a year-long or years-long report for deposits only. (Deposits count as a negative so the total box at the bottom needed extra space for the minus sign for report time-frames with a total of deposits over $10,000,000.)
Version 4.661 12/18/2025 ===========================================================
This version of Shopkeeper connects to the current version of Gemini for AI/ Artificial Intelligence uses, as the previous Gemini has expired or will soon. (As before, AI can be utilized to write draft appraisals, write draft versions of long descriptions suitable for websites, and can provide analyses of any report that you run in Shopkeeper.)
Version 4.660 12/13/2025 ===========================================================
The Pandora catalog program adds about 300 new items for Early 2026, including new Disney and Bridgerton items, etc. There are very few price and cost changes for the U.S. and Canada.
Version 4.653 12/12/2025 ===========================================================
The assemble/Disassemble screen has some interface improvements. - when you are working in the component list in the bottom half of the screen, the main/master item at the top now remains visible (in some prior versions, it was not visible) - if you retrieve a previously assembled sku and click the [x] at the top right corner to exit, it will no longer prompt you to save or cancel changes if you have not made any changes. - When you retrieve a previously assembled Sku, the typing focus will immediately go to the Sku number box in the bottom half of the screen - instead of waiting for you to click there.
Version 4.652 11/12/2025 ===========================================================
When the Shopkeeper program starts up, it "asks" Windows which is the default printer. In a few rare cases, Windows slows down a lot at this request and it may appear that Shopkeeper has frozen. This version adds a (usually quick) on-screen message during this check so that if it freezes, everyone knows at what point that occurred.
Version 4.651 11/17/2025 ===========================================================
When viewing an accounts payable via Inventory Entry (or Add or Change Accounts Payable) it is now possible to see if the payable has already been exported to QuickBooks. Click in the Zone 2 Payment summary box and along with the payment and returns and discounts information, you will see the QuickBooks ID box if it had been exported previously. If you need to export it again (e.g. if it were deleted from QuickBooks) you can erase the QuickBooks ID box.
Version 4.650 11/03/2025 ===========================================================
In Update version 4.633 the universal inventory export feature for websites added the option to export in JSON format. This update enables the JSON export format to include multi-line descriptions in one long field instead of having to cut long descriptions into several smaller description field. This may make it easier for your or your web site manager to import that data.
Version 4.648 10/21/2025 ===========================================================
The sales payment spreadsheet report has a column for the "sale type" A/R, Cash, Layaway, Special Order. Previously the Layaway type included repairs, but starting this version, the Repair-type sales are separated and identified as Repairs, separate from other Layaways. Note that this relates to the Sale Type that you specify at the top of a sale, not to the actual sales lines on the sale.
The Interstore Transfer now does a better job of clearing away the "trash can" of previously-imported transfer files. This will speed up the interstore import process.
Version 4.647 10/16/2025 ===========================================================
This includes some tools to correct some Windows networking problems.
A new option allows you to not show the results of an unattended inventory export and update.
Version 4.646 10/08/2025 ===========================================================
The color combination of the Job Number box on the repair screen in previous versions made it a bit difficult to read easily. That has been improved in this version.
Version 4.645 10/07/2025 ===========================================================
The Reconcile Checkbook to Statement screen now allows you to select as cleared the entire list all at once by double-clicking or right-clicking the column or the column header.
Version 4.644 10/01/2025 ===========================================================
A formatting problem with side by side receipts occured in version 4.643 and needed to be corrected in this update.
Version 4.643 09/29/2025 ===========================================================
When you modify the composition of an Assembled item, such as adding or removing a component or changing the cost or retail value of a component, a new total cost or retail value is proposed. In previous versions you could either accept or decline the new proposed value. Starting this version, you can also directly type in a different value of your choosing. This saves you from having to make that alternative change via Inventory Status.
At times, some stray text could clutter the top of the inventory entry screen in previous versions. This has been resolved in this update.
In some circumstances the border at the bottom of the sales receipts could be cut off. This has been resolved in this version.
Version 4.642 09/16/2025 ===========================================================
The default scrolling precious metal quotes have been updated to include the Kitco silver spot price. Also, the day's price changes now show along with the spot prices. (The price change was included in the scrolling price in the past but stopped working some time back because changes in the Kitoco system required changed in Shopkeeper to remain compatible.)
Version 4.641 09/11/2025 ===========================================================
The Pandora catalog program has over 250 price corrections compared to the big pricing overhaul in August 2025. There are no new additions to the catalog since August 2025. If you carry Pandora, these price changes need to be made now without waiting.
Version 4.640 09/10/2025 ===========================================================
You can now assign an expiration date to credit slips and gift certificates. This can be very useful or promotional credit slips, where you hadn't received any payment and where invalidating a credit in no way violates consumer rights.
A visual quirk on the reports criteria screens has been resolved. Sometimes in previous versions, when switching between the Quick Selection page and the Full Selection Page a box highlight would appear in the wrong place which could be distracting.
You can now add to each vendor's profile page an extra message to print on sales receipts along with the item description for items from that vendor. It might include special terms or extra information, or it could even be just the vendor's full name if you want that added to the receipt. You can find this message box on the Other Addresses page of the Vendor Maintenance screen. (If you start the vendor message with this arrow >, then the message will precede the item description. Otherwise, the message will follow the item description.)
The sales screen option to Start Receipt after payment is designed to advance to receipt printing in most cases after receiving a payment, without your having to click "Print Receipt." The behavior of this option has been adjusted to more frequently auto-print a receipt. You can turn this option on or off within the Sales Defaults area of Preferences.
[dpiawaredfltoff]
Version 4.637 09/05/2025 ===========================================================
The repairs report screen now allows you to run reports on the archived repair file, which typically contains repairs that have been completed over three years ago. (In previous versions you could look up archived repairs, but not run reports on them all.)
Version 4.636 08/19/2025 ===========================================================
Some repair reports previously had formatting glitches that would not show the repair estimate amount when sending the report to a PDF file. Those have been corrected in this update.
The refund slip pop-up form from the sales screen has revised title wording: "Refund as Credit Slip" instead of just "Refund Credit", which makes it clearer to the cashier that the pop-up is for a credit slip or gift certificate, and not another type of refund.
The printed credit slip layout that has a designed background has improved formatting without while blocks around the words.
Version 4.635 08/12/2025 ===========================================================
On the Activity page of the Inventory status screen, one of the choices is to show the list of components (if the current item were assembled from other Sku's), and another of the choices is to show the Sku's into which the current item was assembled (if the current item were assembled into other Sku's.) A change in this program update is that you can double click any of the component Sku lines or assembled-into Sku's lines in order to open another copy of inventory status for that item - i.e. to "drill down" for further review.
The Checkbook Reports screen now has an Export to Excel XLS file option so you can review the results or create custom layouts in Excel. Note that this option works only when sorting the report by Expense Code.
If you use the same generic style number for many different inventory items, that's OK for in-house use, but it causes a problem if you want to post the items on a web site. That's because typically only one web page exists for a single style. By the same token, the information on the Style Detail page of Inventory Status is shared among all Sku's of the same style.
This update adds a way to quickly assign a unique style number by right-clicking the style box - either when you are receiving inventory via the Inventory Entry screen or when you are reviewing an item in the he Inventory Status screen. E.g. if you type a style PENDANT and then right-click the Style box, Shopkeeper will assign a style such as PENDANT#3 or PENDANT#15, etc., depending on which ones have previously been used.
Version 4.633 07/30/2025 ===========================================================
In previous versions, the Interstore Inventory Transfer report would not actually filter the report by the major code or vendor code if you selected those options. That problem has been resolved in this report, along with corrections of a report layout problems which could unnecessarily wrap the vendor code to a second line.
The universal inventory export feature for websites has new options for exporting the data in JSON format. (It's a bit arcane to go into detail here, but if you think you need a JSON inventory export, ask Compulink for more details.)
Version 4.632 07/28/2025 =========================================================== The Pandora catalog program has over 200 additional price changes since last week. Technically, you shouldn't have run the utility to change prices since last week because the price changes are due to go into effect August 15th, but if you did update the Pandora prices in the past few days, you'll need to update them again.
The X-Tra Search screen has some size and position fixes which could be visible when you opened Gift & Credit Certificates.
Version 4.630 07/23/2025 ===========================================================
The Pandora catalog program has many changes and additions There are about 400 new items for Summer / Fall 2025. These include many Disney and Marvel items along with more classic Pandora styles.
There are over 1000 price and cost changes for the US market and over 2100 price or cost changes for the Canadian market.
Officially, the price changes are to be made on August 14, 2025. The Pandora catalog feature requires the Maintenance Plan.
If you inadvertently reset your sale number sequence to a number close to or among sale numbers from many years ago, Shopkeeper can have difficulty finding a suitable next sale number. E.g. if you reset the sale numbers to the 900's but then sale numbers 1000 to 50000 were all used, when you get past 999, it would be hard for VJS to find a suitable next number. This update doesn't resolve the issue (that still requires you to review all your sales and decide where to reset the sequence to), but the interaction with the user is now improved when VJS encounters such a situation.
In the Inventory Entry screen, when you click the drop-down arrow by the Invoice Number box, the drop list appears with the most recent invoices at the top and with the most recent invoice highlighted. This is convenient because when retrieving an invoice it's more common to select one you recently entered. The above is not new, but what is new in this update is that now the most recent purchase order appears selected when you drop the list on the Purchase Order page of Inventory Entry; and the most recent consignment 'invoice' appears highlighted first when you drop the list on the Consignment page.
A new feature can assign for you a unique style number for new inventory you receive. E.g. if you provide a base style number such as ABC123, Shopkeeper could determine that ABC123#87 is the next available unique style starting with ABC123. This can be useful either for in-house custom-made jewelry or for estate jewelry. In such cases you may tend to use the same old number as the style and use it many times yet the result may not be close enough to warrant using exactly the same style number because you may want to have it appear on a website with a different page than the previous items based on the same mold.
The same rationale may be in play for estate jewelry where you might assign a fairly generic style such as *PENDANT.
Before using this feature for the first time, it would be best to review it with Compulink. But in brief, the way to access this option while receiving inventory is to first add the item using the base style number, and add the description, etc. then Right-click the style number box.
Alternatively, you can retroactively assign prior inventory a new style via the Inventory Status screen by right-clicking the style number box.
Starting this version, Shopkeeper will default to activating "DPI Aware" features. This is somewhat technical change, but FYI, it is designed to help in situations where users have turned on magnifying or scaling in Windows, which can make Shopkeeper printing too large.
Version 4.629 07/19/2025 ===========================================================
When you receive shipments of inventory that was ordered via purchase orders, you are presented with a list of items that you can check off (or select partial quantities received)
Starting with this update, you can now sort that list by the purchase order number or the Sku number or the Style number or the date of order. This can help you more quickly identify the items in cases where you have a very large list of items outstanding on purchase orders.
Version 4.628 07/12/2025 ===========================================================
When you create templates for SMS-text messages that relate to repair jobs, there are now four new data fields you can include in the message if you add the new "merge codes" to the template. The new merge codes are [Job Description], [Job Instructions],[Estimate], and [Insurance Value], which add to the message, respectively, the repair Description, Instructions, Estimated charges and Insurnace value.
Version 4.622 06/05/2025 ===========================================================
The title bars of all the Windows can now be set to white, which is helpful as that matches the title bars of many standard Windows screen. At the same time, the color settings of Shopkeeper will now favor white backgrounds. You can change the principal background color settings back to a previous style by choosing from the Main Menu, "Options", then "Screen Graphics." To change the Title Bar color, open Preferences from the Maintenance Menu then choose Colors under Local Defaults.
[Estimate], [Insurance Value]
Version 4.620 05/22/2025 ===========================================================
Shopkeeper has long had an integration option for uploading sales and payables data to the Windows version of QuickBooks, in recent years often "QuickBooks Desktop"
Shopkeeper now has an integration option for uploading to QuickBooks Online, which is "cloud-based."
It is possible to add Sku's of components to a job tracking ticket in Shopkeeper and those components do not show in sales reports as that would double-count (because the value of the entire repair or custom job would appear. However, the components do appear in the entire customer history report as they are likely to be of interest when reviewing a history. Starting this version, such components will be clearly identified as "Component of Job" so the situation is clear.
zz_computer_ID/audit
Version 4.610 05/02/2025 ===========================================================
In prior versions, when a sale has a negative payment (refund) due, the payment type would default to Credit Slip. (i.e. it would jump to the credit slip option first, but would let you select another method if needed.( Starting this version, you can select your own preferred payment type for refunds - e.g. possibly cash or company check. This will save time and reduce errors if credit slips are not your store's usual refund method. [In the Payment Types page of Preferencs, select the payment type and check the box 'Default This for Refunds']
When you run Inventory reports, simultaneously an Excel XLS file is created in the VJS Reports folder. Starting this version, an additional column for the Quantity on Layaway has been added. (Column Layaway_qt, fairly far to the right in the XLS.)
Various new options have been added to the Shopify integration feature to allow you to exclude certain brands from being updated during the automatic update of prices and Sku numbers that appear online. I.e. some brands can be very particular about what is presented on your website. (More details and instructions on request.)
Version 4.609 04/23/2025 ===========================================================
At the bottom left corner of the sales screen you can see the list of payments made on the sale. In previous versions this list was sorted with the newest payments at the bottom. Starting with this version, the newest payments at the top. That will help in cases where you have so many payments that you can't see the most recent ones without scrolling down to the bottom of the list of payments. I.e. it's typically more important to be able to see the most payments at first glance.
Version 4.608 04/18/2025 ===========================================================
The A/R Payment on Account screen now more clearly shows the customer's account number to assure you that the right customer was selected. This can help if you have many customers with similar names or if the customer payment is accompanied with a statement payment coupon (with a customer number.)
The WooCommerce integration option can now accommodate more types of FTP accounts, which are used for uploading inventory photos to your website. (In previous versions certain non-standard FTP account types could not be used.)
If you create a sales ticket with repair tracking ticket attached and pay the entire amount up front, VJS asks you if the sale is finalized or not. If you choose No, the sale type is switched Repair type, because Cash & Carry type sales finalize automatically. However, if you had specifically set the sale type to Special Order, starting this update, the sale type will be left as Special Order type and not set to Repair type. Generally this is not a problem, but there are cases where that behavior could be awkward.
When you print tags for a Purchase Order, VJS will now default to print the quantity *ordered* not the quantity in stock. This is useful if you pre-print tags when you place the order because at that time, the quantity in stock is still zero.
Version 4.607 04/11/2025 ===========================================================
The newest Geller / JewelerProfit Repair Blue Book Version 6.5 is now available to add to Jewelry Shopkeeper. This is a catalog of around 5,000 repair tasks with revised pricing to help ensure you don't underprice your services. There are large price and cost increases just since the last major revision in 2024, due largely to the huge jump in the gold price.
If you imported the Geller Blue Book into Shopkeeper in a prior year, this update will reprice all those previous Sku's and will add any new repair Sku's.
To use this feature, you may need to renew your Blue License from JewelerProfit and ask them to send us the OK for you to get the most current Blue Book Digital License. https://gellerbook.com/
The Entire Customer History report sorts the sales in the order they were last modified which is not strictly the same as the date order (if you modify old sales). The sort order can't be changed for the regular version of this report, but in this update, the Excel XLS version (that is created simultaneously with the regular version) *is* now sorted by date, which is preferable for many people.
In previous versions there was a security setting to let you decide who could delete payments on a sale. In this update, there is now one setting to let you decide who can delete payments *made today* and a separate one to let you decide who can delete payments from a prior date. E.g. perhaps you want to let an assistant manager delete (and correct) a payment the same day, but you don't want them to be able to delete older payments.
Version 4.605 04/07/2025 ===========================================================
The Excel XLS export file for the simple layaway report in previous versions would not include the first line of the paper report. That has been fixed in this update.
*2005/1140retry
Version 4.602 04/01/2025 ===========================================================
Each sale type (cash sale, layaway, special order, repair drop-off, repair pick-up, return, quote, gift receipt, credit slip) has a different bottom-of-receipt message that you can customize in Preferences.
What is new in this update is that you can optionally make the Cash Sale message print for layaway and special order receipts at the point those sales are paid up, finalized and picked up by the customer. I.e. at the time the customer retrieves the merchandise, there may be no need to reprint all the terms about making regular payments, etc.
In Preferences,m on the Cash Sale message screen, there are two check boxes which you can use to turn on or off this new feature.
When you delete a checkbook check entry that paid invoices payable, previous versions would leave the vendor's "Last Payment Date" and "Last Payment Amount" information as they were. This information appears on the Cash Requirements Reports and helps you decide whom to pay next. From now on, when you delete a check, Shopkeeper will update that information with the amount and date of the previous check paid to that vendor.
The Cash Requirements (accounts payable) report has a new filter criterion which allows you to restrict the report based on the Last Payment Date. E.g. when you run a payables report, you sometimes might want to exclude vendors that you only just recently made a payment to.
Version 4.601 03/25/2025 ===========================================================
The Pandora catalog program has updates to be executed April 1st. There are about 230 new items for Spring / Early Summer 2025.
There are about 1100 price and cost changes for the US market and around 2400 price or cost changes for the Canadian market.
The price changes are to be made on or shortly after April 1st, 2025. The Pandora catalog feature requires the Maintenance Plan.
An adjustment has been made to the X-Tra Search screen layout. In previous versions there were some sizing issues, under certain combinations of stretching the width of that window and switching between the Sales list on the bottom left corner, and the Quotes/Wish List and the Credit Slips list.
The Bulk Reprice Inventory screen has new options to reprice the Manufacturer's Suggested Retail Prices (MSRP.) This is in addition to the previously available option to change the usual in-house selling Prices and the option to change the Wholesale Cost values. You can choose to Increase the MSRP by a percentage, or Decrease the MSRP by a percentage or to set a new MSRP based on a markup formula of multiplying the cost with a rounding of the dollars and cents.
This FAQ help page has the instructions for repricing inventory in bulk : https://www.jewelryshopkeeper.com/help/vjs/faq/?reprice-many-inventory-items-o.htm
When recording several General Journal Entries in a row, the Name box for the second and subsequent GJ entries defaults to the Name of the prior entry. In previous versions changing the name could still assign the Vendor Code of the prior entry to the new entry. This update makes it easier to not bring forward the Vendor Code when you use a new name.
Version 4.593 03/12/2025 ===========================================================
The Sales Payment Spreadsheet can now show the salesperson's initials by each sale. Because there's no extra space horizontally, this would take an extra line on the report for each sale, so it's option for you to choose whether to add the extra lines or leave them off.
The Sales by Clerks - Commission reports have a new option to sort the sales in order of major class codes, showing each Sku (previously there was a report which would show a total per major code, and that option still exists.)
The Inventory report has a new selection for "In-Stock Less Than Zero." The previous similar option "Less than Zero" may take into account the on-layaway items - e.g. an item with minus-one available and plus one on-layaway is a common situation for special order sale items before they arrive, in which case you have zero total of that item. But if you specifically want to report all items with a minus-one available quantity, regardless of the on-layaway quantity, the new option will allow that. (The old option remains available, of course.)
Fairly esoteric changes: - A change to allow TracTech brand RFID readers to read old RFID tags generated by GemWhere printers - A change to the daily backup to skip any month-end or picture file that is corrupt or "busy" and continue on backing up, whereas previously the backup would stop at that point, resulting in a partial backup. - changes to FTP (to help with updates, interstore transfers, etc.)
Version 4.589 02/18/2025 ===========================================================
The Cash Register Journal Reports feature now allows you to run reports for Finance Charges alone or to report Late Charges alone. These options are meaningful only if you use the Accounts Receivable part of Shopkeeper and assess late and/or finance charges.
[revised FTP libraries]
Version 4.586 02/12/2025 ===========================================================
Tidy-up of Major Class Code Maintenance Screen and a layout issue affecting the Credit Slip list.
Version 4.586 02/03/2025 ============================================================
For Podium credit card payment processing, if you have multiple card readers, you can set a preferred reader for each computer. If you set a preferred reader, that one can either always appear on the top of the list of readers that you see at the time of payment (but still allowing you to select another reader) or it can be automatically selected without the list of readers being presented. These choices allow you to streamline the payment steps if certain stations always, or almost always, use a certain reader.
Additionally for Podium credit card payment processing, if the cashier chooses Cancel midway through a transaction, VJS will now make one last check of the transaction status just in case between the time the user is asked to confirm, and the time the cashier confirms, the transaction actually completed.
[999 or xxx <ONLY> ]
Version 4.585 01/27/2025 ============================================================
For Podium credit card payment processing, additional options have been added to allow you to control how to manage situations where you cannot record a customer's cell phone number or email address. (Podium typically needs one or the other, so a workaround has to be done, and the preferred workaround would be different from jeweler to jeweler.
[NOPODIUMCONTACTNAG NOPODIUMCONTACTBYPASS BYPASS XXX Z_EMAILDOMAIN]
Version 4.584 01/22/2025 ============================================================
The Inventory Report now allows you to select only those Sku's which have a quantity of two or more. This can be either two or more available for sale or two or more on the premises (available for sale plus on layaway). You can select this report choice via the Zero Quantity Inventory selection line.
The Inventory Assembly Reports now allow you to run the reports for just a single Sku, either as a component (to see all the items into which it was assembled) or as an assembled Sku (to see all the components it was made of. This information is essentially the same as you can view on-screen on the Assembled options on the Activity page of Inventory Status but from the reports area, the results are available as a formatted and printable report.
Version 4.583 01/21/2025 ============================================================
The Pandora catalog program has updates for immediate effect. There are about 450 new items for Early 2025 / Valentines.
There are no price changes since the Late 2024 updates. (The Pandora catalog feature requires the Maintenance Plan.)
Various improvements to Integration with Podium payment processing.
When running reports in VJS, you can now request an A.I. (artificial intelligence) review of the report to help analyze the important takeaways from the data. (This A.I. feature, as with the other A.I. features, requires the Jewelry Shopkeeper Maintenance Plan.)
Version 4.578 - 4.582 01/17/2025 ============================================================
The customer reports can create export lists in different formats and with fewer or more columns of information depending on what you will do with the export. The export choice that used to be called 'Export List Large' and which created an export file called 'Merge1.csv' in the VJS Reports folder is now called 'Export List Wide' and it creates an export file called 'Cust_List_Wide.csv' in the VJS Reports folder, which is a more helpful name. The contents of the export file remain the same.
Version 4.576 - 4.577 01/03/2025 ============================================================
When you create a new Gift Certificate, Shopkeeper proposes the next available number to use, which you can change if needed. For many years, you have had the option to have Shopkeeper NOT suggest a number, if you like to read pre-printed numbers from plastic cards or paper certificates. However, if you left the number empty, Shopkeeper would, on the second loop, suggest a number. (To enable that option, you'd add the key word "NoAutoCreditNo" anywhere in Miscellaneous Settings in Preferences.)
In this update, you can now prevent the suggestion on even the second loop which then requires that sales people type in a pre-printed number. (To enable that option, you'd add the key word "NoSuggestedCreditNo" anywhere in Miscellaneous Settings in Preferences.)
Version 4.572 - 4.575 12/18/2024 ============================================================
Various updates to Integration with Podium payment processing.
Clearer notification during "Cleanup" in case of data file problems.
Additional options for controlling which price (e.g. highest or latest) is updated to WooCommmerce eCommerce sites.
Includes a fix for a quirk that could stop you opening another linked repair screen via the sales screen if you had closed the previous repair screen pop-up using the [X] button without saving.
Version 4.571 11/26/2024 ===============================================================
Update for Burlington credit card processing to correct an error under certain rare circumstances
New option to include a TAGS column when exporting customers adjustments to the customer export to make it compatible with the Podium customer import/upload feature.
Version 4.570 11/14/2024 ===============================================================
The Main Menu now has better support for high-resolution / large monitors. Previously the size limit of the Main Menu was about 2400 x 1400 and now it's 3840 x 2160. This has no practical effect, but some users want to "hide" the entire Windows desktop with the VJS Main Menu when VJS is running.
If your large or high-resolution monitor makes the Main Menu buttons appear too small, you can now enlarge them up to 300% by choosing the A-/A+ icon near the options button. Or click options then choose Menu Button & Text Size.
In that same area, if you check the option 'Realign Buttons on Menu Resize', then every time you resize the Main Menu, the number of buttons per row w will automatically be adjusted to fit. (This is not always wanted if you want the buttons to remain in a fixed location where you know to click them.)
You can now realign the buttons on the VJS Main Menu (and other menus) by pressing the F5 key. F5 is a Windows standard keystroke to Refresh screens.
Sometimes users with multiple monitors or remote access get their Shopkeeper screens popping up off-screen. A change has been made to limit that.
As with many reports, when you run a Cash Register Journal Report, simultaneously an Excel XLS file is created in the VJS Reports folder. A change in this version is that extra columns have been added to the XLS file: Dept (sales department) Register (a cash register code) and the Clerk's initials. That way you can do additional analysis of payment activity using Excel.
Version 4.564 11/08/2024 ===============================================================
The inventory report XLS export file (which is simultaneously created in the VJS Reports folder when you run an inventory report) now includes a column for the Sku's Size.
In addition, when you run the report you can now type ANY in the size criterion box on the report selection screen to restrict the report to only those items that have size filled in. (i.e. to exclude those with no size.)
Version 4.563 11/06/2024 ===============================================================
Adds improvements for the integrated payment processing with Podium Payments Speeds up addition of text-to-pay requests. Ability to have multiple text-to-pay requests pending on one sale. Easier cancellation of text-to-pay requests. Better handling of refunds. (Also see version 4.560 below)
You can now run an inventory report to focus on only those sku's which are still on order. I.e. where you made a purchase order and you have received fewer than the quantity ordered. To get this report, choose the Full Selection page of Inventory reports and set the option 'Zero Quantity Inventory' to On Order Only.
In addition, the XLS export file (which is simultaneously created in the VJS Reports folder when you run an inventory report) now includes additional columns for Orders Outstanding Quantity, Orders Outstanding Cost, Orders Outstanding Retail.
Version 4.562 11/01/2024 ===============================================================
The inventory reports can now be run to show only those items which were ordered via a purchase order and which have not yet been received.
Running inventory reports simultaneously creates Excel XLS files, which is not new. The change in this update is that for the ordered items that are not yet received, the Quantity, Cost and Retail of the outstanding items are now included in columns in the report export XLS files.
For sales that include repair tracking details, when you print a sales receipt you have long had the option to print the repair instructions and description details. New in this version is the option to include the alternative or original repair numbers which may be different than the sale number. (Those repair numbers are not automatically included on the sales receipts, but they can be added if you make custom layouts. Ask Compulink for more details if that is needed for your receipts.)
Version 4.560 10/22/2024 ===============================================================
The Pandora catalog program has updates for immediate effect. There are about 240 new items for Holiday 2024 including additions for Stranger Things, many "Sparkling" items, Disney, Marvel
There are just a few price changes since the last update. (But if you didn't yet run the October 1 update, there are over 2000 price changes waiting.)
(The Pandora catalog feature requires the Maintenance Plan.)
Adds support for integrated payment processing with Podium Payments. In addition to processing via credit card terminal, you can do text-to-pay where you send an SMS text to a customer who can self-process the payment at her convenience.
Modern oAuth2 authentication support has been added for Microsoft 365 email and Microsoft Outlook Online email so you can send email through Shopkeeper using such accounts. ( Many business email accounts are set up on MS 365.)
You can now require certain Sku's have a zero price on a sale. Typically these would be notes-type Sku's To do this set the minimum price for the Sku as negative one (-$1.00)
Version 4.548 09/30/2024 ===============================================================
Resolved a problem whereby in the Picture Manager screen, it was possible to create a copy of the current picture by certain mouse dragging combinations. (Rare, but not unknown)
Version 4.548 09/27/2024 ===============================================================
The Pandora catalog program has updates for over 2,100 price changes for effect October 1st, 2024. There are only about a dozen new items and pictures.
(The Pandora catalog feature requires the Maintenance Plan.)
Version 4.547 09/25/2024 ===============================================================
As with many VJS reports, the Cash Requirements reports simultaneously create an Excel XLS file with the data from the report. In this update, the XLS file sees the addition of two more columns being the two invoice description lines.
The programs which update Shopify quantities in bulk have been updated such that they can be slowed down. This can help for those times when the Shopify computers are too busy and cannot handle many requests. [This can be an automatic slowdown or it can accept the CHUNK XX instruction - ask Compulink for details if needed.]
The WooCommerce programs have been updated to support inventory product variants.
Version 4.546 09/17/2024 ===============================================================
The Bulk Reprice screen has a new option to reprice merchandise based on new markup formulas you type in the major class codes and vendor profiles. I.e. if you revise the markup formulas in the major class codes and vendor profiles screens, each of which can have different formulas, you can revise prices across the board instead of repricing each section of inventory separately.
Choose the Reprice method "Markup by Major Class or Vendor of Price-Point" As usual, the markup in the vendor profile takes priority. For vendors without a special markup, the markup formula will come from the major class code profile. If there is a markup in neither the vendor nor the major class, then the Price-Point markups will be used. (These are set up in Preferences under the Inventory section, but they are rarely used as most major codes have a markup.
This page has the instructions for repricing inventory in bulk : https://www.jewelryshopkeeper.com/help/vjs/faq/?reprice-many-inventory-items-o.htm
Version 4.545 09/09/2024 ===============================================================
Miscellaneous adjustments to the Reprice Inventory (in bulk) screen. Require a comment, widen the Sku No column as the last digit was only half-visible before. Bypass a problem that could occur if many other people on the network are using the inventory file.
[IgnoreSaleInsufficientQuantity]
Version 4.544 09/06/2024 ===============================================================
The Gold and Platinum Price Scroller has been updated to show the Kitco price in most cases. (Kitco prices had previously been shown, but changes to the Kitco website had caused VJS to revert to the Comex Continuous Gold price in most cases.)
A change in the Memorized Report screen will help prevent inadvertently setting memorized reports as the default criteria for various reports. (It's still possible to set the defaults, but it's now less likely to be done accidentally) Also, clicking on the green "go" arrow will load the memorized report. Previously you had to double-click a memorized report line to load it.
Version 4.543 09/04/2024 ===============================================================
Includes an update needed to maintain compatibility with Google Gemini A.I., because occasionally Google makes changes to their system. ( Gemini A.I. can be used in Shopkeeper to help generate or rewrite long inventory descriptions for websites, Appraisals, etc. This is a Maintenance Plan-only feature)
Version 4.542 08/20/2024 ===============================================================
Includes Beta for Podium Payments.
[Antivew624]
Version 4.541 08/19/2024 ===============================================================
When running an itemized sales report sorted by brand and style, previous versions would have put the name of the Vendor in the group heading line, not the name of the Brand. That formatting has been corrected in this update.
Version 4.540 08/12/2024 ===============================================================
The Pandora catalog program has updates for immediate effect. There are about 190 new items for Late Summer 2024 including additions for Disney, Lab Grown Diamond items, etc.
There are no price changes since the April and May updates. A few prices in the catalog seem odd to us. We'll check with Pandora about those. If they need corrections, we'll provide a price revision. (The Pandora catalog feature requires the Maintenance Plan.)
Some new utilities allow you to change the minor code of many inventory records at once. E.g. you could choose to set the minor code to 200 for all Sku's in major codes 101,187 and 347. Or you could choose to set the minor code to 300 for all Sku's currently in MINOR codes 200 and 250. Or you could choose to set the minor code to 500 for all Sku's currently in VENDOR code RLX. (Just as examples, of course. Also, the minor code in prior sales history would be updated at the same time.)
If you suspect you'd like to use these utilities to rearrange your minor codes, ask Compulink for instructions because using these utilities without some guidance or discussion is not advised.
Version 4.539 07/29/2024 ===============================================================
The send-inventory-to-web feature now has a feature to include in the export excel file a column with a list of inventory locations and another column with a list of the corresponding quantities. This is useful if you are sending to a system that utilizes the location split information. As one example, the Tiara system from Rareworks can use this information. (In previous versions, certain location information could be exported but not in this same way.)
The formatting of one of the Inventory by Location reports (the Sku and Class layout) needed to be adjusted so the right-hand column does not partially fall off the page.
Version 4.538 07/03/2024 ===============================================================
Integration for the Wishfluence CRM / Clientelling system has been added. ( for product and contact information, see www.wishfluence.com )
The export-inventory-for-web feature now has an option to separate the quantities per location. [To activate this, include the column "Location List" and the column Qty-Location List in the output and choose location semi-column. This is fairly esoteric so this won't be needed by most jewelers.]
There is now a button for sending an SMS-Text on the main/first page of the Customer Maintenance screen. This makes it a bit easier and quicker to find as previously this was available only on the Notes/second page of the Customer Maintenance screen (where the option still exists.) In addition, you can now select or change the message template from the SMS-text editing and sending screen.
You can find information on the SMS-texting features available in VJS via this help topic in the FAQ pages: http://www.jewelryshopkeeper.com/help/vjs/faq/?sms_texting.htm
Version 4.536 06/21/2024 ===============================================================
The Shopify Integration Module now allows bulk updating prices on Shopify to match revised prices in Shopkeeper.
Some inventory report formats were adjusted for better compatibility with PDF output. ( In certain cases, the Style would not appear for all items in the PDF output version.)
Some screen quirks were cleaned up, such as an artifact that could appear at the top right of the Inventory Status screen, or a jumble that could occur when switching between the Memorized Reports page and the Full Selection page of Report criteria screens, etc.
Version 4.534 06/13/2024 ===============================================================
The utility program to delete inventory in bulk has been modified to let you choose a date range. This is in addition to the previous options of major class code and vendor. This utility is primarily used when eliminating an entire section of inventory. [Instructions are provided on request, as it's not the type of procedure one wants to be run too easily.]
The "Save" button at the top of most Shopkeeper screens has been retitled "Save & Exit" to better reflect that, when clicked, it closes the screen you're on.
A new option allows you to forget the saved positions and sizes of all report preview screens and VJS forms/windows. E.g. if you change your multiple monitor layout, you might find that certain reports or screens end up off-screen and this feature will reset things to pop up the forms in the main monitor. From the opening File Center screen, choose Options at the top, then Forget Positions of Screens.
Version 4.531 05/21/2024 ===============================================================
The Pandora catalog program has updates for immediate effect. There are about 250 new items for Early Summer 2024 including additions for Disney, Game of Thrones, letters, etc.
There are no price changes since the April update (The Pandora catalog feature requires the Maintenance Plan.)
You can now change the colors of most of the text boxes in Shopkeeper. (The text boxes are the ones on-screen where you type information into Shopkeeper.) This is done via the Local Defaults P.4 within Preferences. Changing the colors at one computer does not change them at other computers; each computer has independent (local) settings for colors.
If you use two different datasets (i.e. both listed in the favorites list in the VJS File Center) now each dataset will remember its own last-accessed Sku. (In previous versions, only one last-accessed Sku was remembered but trying to land on Sku A when in dataset B isn't particularly helpful.)
Version 4.530 05/20/2024 ===============================================================
The newest David Geller / JewelerProfit Repair Blue Book is now available to add to Jewelry Shopkeeper. This is a catalog of around 5,000 repair tasks with revised pricing to help ensure you don't underprice your services. There are many increases from 20% to 100% over the last major revision in 2019.
To use this feature, you may need to renew your Blue License from JewelerProfit and ask them to send us the OK for you to get the most current Blue Book Digital License.
https://www.jewelerprofit.com/dropusaline.html
The Inventory Status screen will issue an alert if you edit a Sku that has no location code. Starting with this update, the pop-ups will be less insistent if the Sku also has zero quantity.
An artifact (clutter) that sometimes appeared by the Sku number entry box of Inventory Status has been cleaned away.
On the reports screens of previous versions, accessing the Memorized Reports page could make the buttons to return to the Quick Selection or Full Selection pages difficult to click.
Version 4.524 05/13/2024 ===============================================================
Some additional sales receipt formats have been added - numbers 15, 26,27 & 45 These are hybrid sales receipt / job ticket receipts which can be useful for printing multiple repair tickets all together. When you print repair tickets from the repair screen, only one repair tracking screen can print on one ticket.
They will print the repair details on the linked repair tickets even if you have set sales receipts to not normally print all the repair ticket details. They will not print the sale total if no sales price has been established yet.
Previously, the sales report sorted by customer which includes pictures would not show the totals if you selected the output to PDF version. Those totals will now print when using that combination.
Version 4.523 05/03/2024 ===============================================================
The Loose Stones Reports now has drop-down lists for selecting the Material, Shape, Color, Cut and Clarity so you can more accurately match the same wording used when you type in the loose stone details in the inventory records.
You can now classify a major class code as "Other", i.e. not "Inventory" nor Repair. Technically, a category classified as "Other" will function much like "Repair" categories in that it will inventory levels to NOT be reduced when you sell Sku's in that class. However, it will make your major class code listing appear more coherent.
Version 4.523 04/22/2024 ===============================================================
An earlier update (v4.502) added the ability to use your mouse's scroll wheel so quickly select dates on screen for date field boxes. In case some users find it easy to accidentally select dates this way, you can now make it require simultaneously pressing of the Ctrl key while you scroll the mouse-wheel. (or Shift or Alt) To enable that behavior, add the keyword CTRLDATEWHEEL or SHIFTDATEWHEEL or ALTDATEWHEEL anywhere in the Miscellaneous Options (or in the Local Defaults Miscellaneous Options) box in Preferences. Another option is to restrict the date wheel feature only when the date box has the "focus" / is the currently selected data box. For that add the keyword DATEWHEELWHENSELECTED in Miscellaneous Options.
When you select to see only Inactive customers in the Customer X-Tra Search screen, previously the search functions didn't work. I.e. it was assumed there would be only a small list of inactive customers and that you could scroll through it very quickly. Starting with this version, if you have search mode set to Automatic, you can type a name to search within the list of inactive customers.
Version 4.517 04/15/2024 ===============================================================
Printing reports, receipts and repair tickets will be faster in this update most cases for non-PDF output because 'picture resizing' is no longer on by default. [It can be turned on for special cases as needed.]
(When sending print jobs to PDF, the picture resizing feature is still turned on by default in order to not distort the picture shape. If necessary, resizing for PDF output can also be turned off. That will speed up the PDF report printing but at the risk of altering the picture aspect ratio.)
In general, Shopkeeper leaves the printer options of 1- vs. 2-sided printing and color vs. black and white printing to the printer driver in Windows. However, some printer drivers can make it difficult to set these, so you can now add settings to Shopkeeper to override the print drive.r Within Shopkeeper Print Options (which appears just before printing), type the word SIMPLEX in the options box to force 1-sided printing, or BLACKWHITE to force black and white printing. (You can also type DUPLEX or COLOR if you need the opposite effect.)
Those options added in that screen affect just that type of report or receipt. If you want to set a Shopkeeper-wide preference for all print jobs, you can add the keyword PRINTSIMPLEX or PRINTBLACKWHITE anywhere in the Miscellaneous Options (or local defaults Miscellaneous Options) box in Preferences.
[resize,resizefrxpix,pdfpicscale]
Version 4.515 04/10/2024 ===============================================================
The Pandora catalog program has a minor change since the early April update. This adds three gift sets for Mother's Day.
Improved formatting for the checkbook transaction entry screen to leave more room for the descenders of lower-case letters g,y,q,j
Improved behavior for the mini calendar icon which appears by date boxes. Now, clicking the calendar icon when the date box is not ready for data entry will pop up a warning.
Version 4.512 04/03/2024 ===============================================================
Previous versions could have difficulty letting you run purchase order reports for just one name assigned as the buyer, if the buyer name was entered with lower-case letters. That has been resolved in this version.
References to "Bard A.I." have been updated to "Gemini A.I." to match Google's branding changes.
Version 4.510 03/21/2024 ===============================================================
The Pandora catalog program has been updated with over 600 price changes for April 4th. (Though you don't want to run the catalog update before that date.)
In the Add to Existing Sku Numbers screen, if you search for a Sku via the lookup list, the list will now default to including zero-quantity sku's in the list. Previously you would have had to click that zero-quantity box to see the zero-quantity items. The new behavior can be more convenient since you may well be adding stock to an out-of-stock Sku.
When you chose to send an appraisal to a PDF file, previous versions named the file something like Appraisal-Jones. Starting this version the file name will be something like Appraisal-Jones-5212-2024 where 5212 is the appraisal number and 2024 is the year.
[merchantwarexping emvtokentimeout=xx]
Version 4.508 03/15/2024 ===============================================================
For credit card processing with Genius terminals, this update includes an additional check in case of an ambiguous processing result.
[skipdoublecheckgenius, shopifydatelogs]
Version 4.504 02/29/2024 ===============================================================
As with many reports, the Inventory by Location report automatically creates a Excel XLS version at the same time as the usual report. In this update, the XLS file has the additional column for the Minimum Allowed Selling Price.
When you choose to sort the GMROI report by Turnover, it will now sort by the column called # of Turns per Year. ( It was using some other turnover figure before.)
[specialsventmrunlockallF, zzsalerep1]
Version 4.503 02/25/2024 ===============================================================
The sales screen will now issue a warning if you put a quantity greater than the known number available in stock.
Gift certificates over $100,000 could not previously be recorded, but now they can be recorded up to $10,000,000.
In Preferences, you can choose to force inventory descriptions to be recorded in ALL CAPITALS. In previous versions, that setting also forced the long inventory description for individual Sku's and for the long inventory description for the inventory Style were also forced to be ALL CAPS. These long descriptions are also transferred to the appraisal screen and to website export files.
Starting this version, the All Capitals description setting in Preferences will apply just to the price tag description because it's rare that you would want descriptions on appraisals or on websites to be in All Capitals.
Various stability updates.
Version 4.502 02/20/2024 ===============================================================
You can now use your mouse's scroll wheel in data entry boxes to scroll through and select date values. If the date box is blank, it will start the date scrolling at today's date. You can also click the middle mouse button to return to select today's date.
[cczzlmini]
Version 4.501 02/14/2024 ===============================================================
The Pandora catalog program has updates for immediate effect. There are about 200 new items for Early / Spring 2024 including additions for Game of Thrones, treated freshwater pearls, Pandora Moments, etc.
There are tens of price and cost changes for the U.S. and Canada (The Pandora catalog feature requires the Maintenance Plan.)
An adjustment to the sales screen should
[-XXX.ini]
Version 4.500 02/04/2024 ===============================================================
An adjustment to the Loyalty/ Bonus points system allows you to create various Sku numbers with different pre-set numbers of adjustment or bonus points so you can create a list of Sku's for different bonus situations.
Adjustment to low price warnings on sales screen.
Version 4.498 01/18/2024 ===============================================================
When adding a new inventory item while making a special order sale, when you start typing the Brand code, the drop list (of suppliers) now appears automatically.
When you run the TSYS credit card transaction report, selecting a date now automatically switches the report type to Dates Detail (because if you type a date range, there's no point remaining on the Open Batch report which doesn't consider dates.)
[SALEDATESYSTEM]
Version 4.496 01/10/2024 ===============================================================
The Pandora catalog program has updates for immediate effect. There are about 50 new items for Late 2023 and Early 2024 including valentines and including gift sets. There are few price and cost changes for the U.S. but there are 1000's of price and cost changes for Canada. (The Pandora catalog feature requires the Maintenance Plan.)
One of the inventory report layouts has been adjusted because in previous versions, not all of the digits in the weight column were visible. This refers to the basic inventory report layout, sorted by Sku number, without images.
Various stability updates.
Version 4.494 12/28/2023 ===============================================================
In the Customer X-Tra search screen, you can now search for customers by typing their email address, if you have the Automatic search option turned on (which is the usual search setting.) This search method is not yet optimized so it's not as fast as searching by name, but it should be fine in most cases. In a future update, this search option will be made faster.
Version 4.493 12/27/2023 ===============================================================
This update includes a correction so that repair jobs that are both unbilled and un-picked up are not moved to the "Archive" file during the year-end sequence. (If you already had jobs moved to the Archive file too early, you can run the utility u_unarc_no_pickup or ask Compulink for instructions.)
This update contains miscellaneous adjustments to improve program stability and to reduce miscellaneous error messages.
Version 4.492 12/21/2023 ===============================================================
The Hot-Seller and Reorder reports which summarize sales by the items' vendor style previously looked only at sales figures in the current sales files - i.e. sales from the past 2 to 3 years. This update allows that report to include sales from earlier than 3 years ago - to as far back as you have sales records.
Version 4.491 12/20/2023 ===============================================================
When you run a customer report and specify a date range for sales, the large export file contains a summary total of all the sales in that date range and it also includes the details the single last Sku number sold to that customer. This version includes an extra column to indicate the sales person associated with that last Sku. Further, the column in that export file previously called "Clerk" has now been clarified to, "Clerk Assigned" because this column refers to the "preferred" sales clerk that you can optionally assign in the customer profile pages. (And any individual sales may use that Assigned Clerk, or any other clerk or none.)
For more detailed information on which clerk or clerks helped customers on all their sales, you'd want to run the Sales by Clerk - Commission Reports, where you might choose Sort by Customer. Or,for a single customer, run the Entire History report via the X-Tra Search screen.
This update contains miscellaneous adjustments to improve program stability and to reduce miscellaneous error messages.
Version 4.489 12/11/2023 ===============================================================
A new option on the repair report allows you to select jobs assigned to a particular Sku No. This has to be the pre-Billing Sku that appears on the repair tracking screen. (I.e. if you leave the billing Sku blank and later, when you attach it to a sale you assign a Sku in the sales screen, you might leave the pre-billing Sku on the repair tracking screen blank.)
[tmrunlockall]
Version 4.484 11/14/2023 ===============================================================
The Customer Reports and Labels feature now allows you to select customers based on whether they have *any* phone number (Mobile/Cell phone number or Home number or Work number) E.g. this could provide you with a Call List.
Version 4.483 11/10/2023 ===============================================================
The Customer Reports and Labels feature now allows you to select customers based on whether they have a Mobile/Cell phone number filled in. I.e. you can select *only* customers with a Mobile number or only customers *without* a Mobile number. One use could be for when you plan to do a large SMS-text campaign and you want to export an Excel file containing only customers with a mobile/cell phone number. E.g. You can choose the option Only with Email or Mobile and set it to, "Mobile Phone Only".
[nolrnabtpaws]
Version 4.481 11/03/2023 ===============================================================
The Zillion Insurance integration includes a change requested to Zillion to submit sales for insurance quotes just one time, not every time you reprint the receipt. (It remains possible to resubmit the sale, e.g. if you made a big change, but choosing, Options, More Options, Resubmit Zillion.)
The itemized sales report now allows you to select sales based on a customer number range. One example use is to run the sales report for only those customers who were added recently, which you can select because the newest customers would be assigned the most recent customer numbers.
Version 4.480 10/27/2023 ===============================================================
The Pandora catalog program has updates for immediate effect. There are about 230 new items for Late 2023 and Early 2024. There are few price and cost changes for the U.S. but there are about 180 price and cost changes for Canada.
Around 80 new pictures are included ( for both these new items and for recent items which didn't previously have pictures.) (The Pandora catalog feature requires the Maintenance Plan.)
The Customer Reminders Center now has the option to assign "generated reminders" to the sales person most associated with the reminder. E.g. it can assign the initials on a sale to reminders generated from sales, the initials on a repair job for reminders generated from repairs, etc. This option is on the Generate Reminders page of the Reminders Action Center
Version 4.477 10/23/2023 ===============================================================
Shopkeeper users with the optional Shopify program modules can now access the utility to update the quantities of all items on Shopify without having to exit Shopkeeper and going to the Utilities center. That update can now be done from the Inventory Status screen. {ask for instructions{
On the Print Options screen before printing receipts, there is a checkbox to Print Pictures. But it wasn't clear in previous versions that this checkbox's purpose was to enable you to temporarily turn off the printing of pictures on receipts, but it could not turn them on if the setting Preferences was off. In this version, the checkbox will not appear if pictures on receipts has been globally turned off in the Preferences ares.
On the bill Multiple Repair jobs screen, you can now click the icon at the top of the column with the checkboxes in order to check *all* rows at one time.
Version 4.472 09/19/2023 ===============================================================
In previous versions, the Tag Designer allowed you to add the major code number and the minor code number. In addition, starting with this update, VJS now allows you to add the major code description and the minor code description to tag layouts. From the Tag Designer, you may need to click Modify Palette to add those choices to the palette of available text.
In previous versions, there was sometimes a noticeable delay before the Main Menu appeared or was active. This has been reduced or eliminated in this update.
Version 4.470 09/13/2023 ===============================================================
The Pandora catalog program has updates for immediate effect. There are about 500 new items for Fall 2023 and there are many (over 1,000) price and cost changes.
Around 200 new pictures are included ( for both these new items and for recent items which didn't previously have pictures.) (The Pandora catalog feature requires the Maintenance Plan.)
Shopkeeper can use Google Bard AI (artificial intelligence) to write draft appraisals. It can also write draft long descriptions suitable for websites. (The Pandora catalog feature requires the Maintenance Plan.)
Sales receipt formats have been adjusted because in some prior versions the "Price Each" column, there was not enough spacing to print the cents of the price, which made them look "cut off."
Version 4.456 08/07/2023 ===============================================================
The previous update caused the Inventory Status screen to not show the item's pictures in some cases; this update resolves that.
In fairly rare cases repair envelopes or appraisals or sales receipts would double-print pictures of items. This update should prevent that from occurring.
[zm:NOFRXPIXRESIZE / os:NORESIZE /KEEPTEMP]
Version 4.453 08/02/2023 ===============================================================
The program feature to export inventory for use in web sites and e-commerce sites creates files in several formats including CSV. CSV files can be susceptible to unreliability if the data includes quote marks. This was a concern because quote marks are commonly used by jewelers in descriptions (such as for inches in chain lengths.) This version now creates those CSV files with a newer protocol that makes reading such files more reliable.
You might have configured your point of sale sequence to pop up a window to allow you to send a Review Request via Podium or Chekkit or Frogswing. If in *addition* you also have configured Shopkeeper top pop up a Zillion Insurance or Clientbook window, the pop ups could previously overlap in awkward ways. This update reduces the chances of overlaps or overlaying.
Version 4.452 08/01/2023 ===============================================================
Previous versions of VJS could present a scrolling and updating quote for Gold Prices and other metals. This feature got the metal prices from Yahoo! online quotes. Recently, Yahoo! started to return a future price quotes, which can differ from the spot price. This update now defaults to obtaining the gold spot price from www.kitco.com It can also optionally get the gold price from Google.
The Inventory Reports screen now allows you to filter the report based on the Part Number. You can specify a range of Part No. or you can specify a single Part_no or you can type NONE to show only items without a Part No.
Note that you need to choose Full Selection to see this data filter choice.
Version 4.450 07/29/2023 ===============================================================
The Pandora catalog program has updates for immediate effect. There are about 120 new items for Summer and Fall 2023 including a number of Disney items. There are very few price and cost changes
Over 300 new pictures are included ( for both these new items and for recent items which didn't previously have pictures.)
The Inventory Status screen can show the multiplied-out cost and retail value of parcels of diamonds whose base cost and price are by the Carat. This update ensures that the multiplied-out cost does not show if you normally show the cost on this screen in code. (or if the user doesn't have security clearance.)
Version 4.439 07/05/2023 =============================================================== When sending reports (or appraisals or receipts) to a PDF file, the resolution of the inventory pictures has been increased to prevent fuzziness.
Version 4.438 06/21/2023 =============================================================== Miscellaneous Changes to Shopify integration features. Corrections for some misaligned screen elements.
Version 4.436 05/25/2023 =============================================================== Miscellaneous (extra log file information for diagnosing possible RFID tag printing problems.)
Version 4.434 05/19/2023 =============================================================== Miscellaneous
Version 4.432 05/17/2023 =============================================================== Miscellaneous
Version 4.430 05/16/2023 ===============================================================
When you get to the Print Options screen for a customer receipt or repair ticket or receipt, in case you are intending to email the printout, a "Lookup" button will let you switch between the customer's two email addresses - if there are two.
Version 4.429 05/09/2023 ===============================================================
Previous versions of VJS could present a scrolling and updating quote for Gold prices and other metals. Because this feature communicates with Yahoo! online quotes and because the Yahoo! quotes website changed, the scrolling quotes stopped working. This update includes the changes needed to again get those quotes from Yahoo!
[Shopify-sales-2-Qty]
Version 4.428 05/01/2023 ===============================================================
The E-Mail Receipt button on the sales screen (added in version 4.420) can now be removed in case you don't need it and in case it sometimes gets clicked instead of the Print Receipt button. This can be disabled by unchecking the new option "Show the Email Receipt Button on Sales Screen?" on the Receipts Options Continued page in Preferences.
Version 4.427 04/28/2023 ===============================================================
This version adds support for TracTech's mini USB single-tag at a time RFID reader. E.g. This reader can be used to look up individual inventory items in the Inventory Status screen or to sell items in the sales screen. (The usual RFID reader, the "wand" is used for reading many tags at a time.)
See this page in the online FAQ help pages for details and instructions : https://www.jewelryshopkeeper.com/help/vjs/faq/?tractech-usb-single-tag-reader.htm
The appearance of certain divider lines in report layouts was irregular in the previous update and that was tidied up in this update.
Version 4.425 04/25/2023 ===============================================================
When you print reports, receipts, appraisals, etc., the Print Option screen has long included an option to send the report to a file, which is a PDF (portable document format) file saved to the VJS Reports folder. These PDF's are useful for future review for emailing to customers or vendors. An issue in previous versions was that some pictures included with the print job (e.g. pictures on repair tickets, sales receipts, appraisals, etc.) could be distorted (such as stretching or squishing) if the proportions of the picture were very different from the proportions of the picture area on the printout.
This version includes changes such that such images are scaled better to avoid the distortions.
In previous versions, a few printouts could result with some text lines printed with a half-height font, but stacked. This was seen with a number of HP printer drivers. There was a workaround (where users added the "80 option"), but this version update includes a change that should resolve the matter without you needing to use the 80 option.
Version 4.420 04/20/2023 ===============================================================
The sales screen now has a dedicated E-Mail button to "print" and email a sales receipt. Previously, e-mailing a receipt was possible by choosing Print a Receipt then at the Print Options dialog, choosing to email. However the new feature allows you to memorize a receipt layout that is suitable for emailing as a separate memory than then layout choice for print a receipt. This way you don't have to keep changing the layout selection when you alternate between printing receipts and emailing receipts.
The item list / grid in the Physical Inventory screen previously did not multiply the cost by the quantity for the Cost Extn column, but now it does. (This does not change the results of the physical inventory, but it's clearer while working with the list on-screen.)
[More Shopify Changes. Multiple Pictures, Track Quantity ]
Version 4.417 04/01/2023 ===============================================================
When you print out a purchase order, previous versions of VJS would always print all items on the P.O. Starting this version you can optionally choose to print only the items which have not yet been received.
Accounts Receivable Statements or Layaway/Repair statements now have the option to print an alternative address on them. This would primarily be useful for wholesale accounts where you send the statements to a headquarters or accounting address different from the actual ship-to address. Click here for instructions on adding the statement address which are in this Layaway Reports help topic:
https://www.jewelryshopkeeper.com/help/vjs/faq/?simple_layaway_report.htm#StatementAddress
Version 4.416 03/28/2023 ===============================================================
TracTech RFID Systems now ships an improved RFID (radio frequency ID) tag printer, the P60. However, this printer uses a different printer language that their previous models. This update to Shopkeeper includes support for the P60 RFID tag printer.
Version 4.415 03/24/2023 ===============================================================
The Pandora catalog program has updates for immediate effect. There are about 290 new items for Spring and Mother's Day 2023. There are very few price and cost changes
Pandora has not yet supplied the pictures for the new styles.
Version 4.413 03/20/2023 ===============================================================
TracTech, an RFID system vendor, recently started selling systems with a new printer for RFID tags, the P60 printer. This update to Shopkeeper now supports that printer.
Version 4.412 03/09/2023 ===============================================================
Customizable messages or alerts that pop-up when you make a new sale have been available for a few years.
A new update in this area is that you can activate a special-purpose alert which requires the salesperson to double-check the accuracy of the customer's contact information is correct, and if not, to further pop-up the customer profile screen to enable corrections.
See this page in the online FAQ help pages for details and instructions : http://www.jewelryshopkeeper.com/help/vjs/faq/?sales_screen_customer_alerts.htm
[misc]
Version 4.410 03/02/2023 ===============================================================
Podium, the customer communications platform, has changed some of its technology, requiring changes in Jewelry Shopkeeper in order to continue to be able to send SMS-texts and review requests. This VJS update includes the changes needed for Podium integration from March 2023. In addition to a VJS update, you would need to obtain from Podium your new, longer 36-character "location ID" and add that to the Web Settings page of Preferences in VJS.
Some jewelers add repair tracking records to Shopkeeper, but never link them to sales tickets, whereas linking them to sales is the usual and preferred approach. One side effect is that such unlinked (or "unbilled") repairs will not get moved to the Archived files after a few years which means the Current repairs file can get bloated (in some cases with over 100,000 repairs) which can slow things down. Starting with the current update, repairs over 3 years old will be archived even if they are not billed / linked to sales.
A new credit card processing option is available: Burlington Bank Card Contact Compulink about this possibility if you are thinking of changing processors or if you have never integrated credit card processing with Shopkeeper for more streamlined point-of-sale transactions with fewer errors.
[delnegspecclean]
Version 4.409 02/10/2023 ===============================================================
The Inventory Report and the Itemized Sales Report have always had the ability to simultaneously create an Excel XLS version of the results in the VJS Reports folder. This update adds the WEIGHT column to both of those XLS files.
Version 4.407 01/25/2023 ===============================================================
The Cash Register Journal Report can now let you report *only* the payment entries for refunds to customers by company check. This doesn't depend on your entering checks in the Shopkeeper checkbook ; just having identified a negative payment as by a company check.
[PAX]
Version 4.405 01/19/2023 ===============================================================
Previous versions were not fully compatible with adding pictures to archived appraisals. (Typically those over 3 years old) It would work in most cases, but not all. This update allows adding to all archived appraisals
The feature to upload inventory to a website's FTP server has been adjusted to prevent the cases where some FTP servers would add parts of old uploaded files to the new uploaded files.
Version 4.403 01/06/2023 ===============================================================
Certain "unusual" commissions approaches - such as specifying 100% commission would cause errors in previous versions. That has been adjusted in this update.
Version 4.402 01/04/2023 ===============================================================
The Pandora catalog program has updates for immediate effect. There are about 400 new items for Early 2023 and there are about 1,000 price and cost changes
Pandora has not yet supplied the pictures for the new styles but they should be available later this month.
Version 4.400 12/29/2022 ===============================================================
A new webcam "connection engine" has been added which enables Jewelry Shopkeeper connect to most webcams directly. (Since Windows 10, many Windows updates have interfered with Shopkeeper's communications with webcams, so the best method of adding pictures became the screen grab approach. That method is still available and has some advantages, but it's also useful for VJS to be able to directly connect to webcams to take pictures.)
Version 4.393 12/09/2022 ===============================================================
The bulk reprice inventory screen now has an option to select the list of items to reprice based on the memo status, such as selecting *only* on-memo items, or only *not* on-memo items.
Some VJS forms would not return to their last-used position. (Typically if form resizing were turned on but the forms were not actually resized.) This form position behavior has been improved in this version.
Version 4.390 - 4.392 12/07/2022 ===============================================================
The ability of VJS to communicate directly with webcams since Windows 10 and 11 had become unreliable - needing reinstallation of webcam drivers after the frequent Windows updates, especially with Logitech cameras. Therefore the preferred way of adding pictures to VJS with a webcam was to screen-grab a "viewfinder" program such as the "Camera" program built-in to Windows. This grab method is reliable and has some other advantages, so you may well continue to use it.
Click Here to See Instructions for Adding Images via Screen Capture help
This VJS update includes a new "webcam communications" package to enable VJS to directly access the webcam and it appears stable. To use it, choose Take a Photo from the Picture Manager screen which you can access by double-clicking any "No Image Saved" box.
Click Here to See Instructions for Adding Images Directly from a Webcam
A new short-cut option is to right-click the "No Image Saved" box and choose "Take a Photo." As in prior versions, you can select which camera to use and the image resolution. Some webcams are recognized and installed automatically by Windows, but if your webcam has its own installation program, that would typically enable access to more of the camera's capabilities.
Version 4.385 12/02/2022 ===============================================================
The Inventory Search screen grid colors have been adjusted to improve readability.
Version 4.380 11/23/2022 ===============================================================
When printing sales receipts that are two pages long, periodically users have encountered cases where the 2nd page with the summary doesn't print. This update has a change to help with that issue.
A second remote assistance program (beyond TeamViewer) has been added to VJS just in case TeamViewer every has connection problems [Choose Options from the top of the VJS File Center, then choose RustDesk, then let Compulink know the ID and the password.] Further, unlike TeamViewer, you are allowed to get a copy of the "helper" version of RustDesk to use from home at no charge from https://rustdesk.com/ ]
Version 4.378 11/17/2022 ===============================================================
If you print tags and the printer was not ready or the wrong printer was selected and then you try again immediately using the right printer settings you may get no tags because the first attempt zeroed all the quantities-to-print. The current version will issue a specific warning about this in case you don't see that the quantities all went down to zero.
minimaintchktpod
Version 4.374 11/07/2022 ===============================================================
The Loose Stones report used to have a compatibility issue with a very small number of computers that accessed Shopkeeper on a cloud-based server. This has been resolved in this update.
[wwdlloct22]
Version 4.372 10/20/2022 ===============================================================
The Lafonn catalog has been updated with about 700 new items for the October 2022. Prices and costs have been changed for about 1600 previous styles. (This catalog feature requires the Maintenance Plan.)
When you create an inventory Sku on the fly during a sale, the new default behavior is to require selecting an existing vendor, thus not allowing adding new vendors on the fly. This can prevent accidentally creating new vendors at a time that would not normally be done. (This can be overridden by adding the key word ADDINVADDVEN anywhere in the Miscellaneous Options box in Preferences.)
The Zillion Insurance integration at point of sale now allows you to manage two different store ID's from Zillion if you have two stores that are connected and run one "big" Shopkeeper dataset. (This is done adding the key word zillionstoreid=99999999-1111-aaaa-bbbb-2222cccc3333 anywhere in the This Computer Miscellaneous Options box on the Local Defaults page 2 in Preferences.)
Version 4.371 10/14/2022 ===============================================================
Integration has been added for Birdeye C.R.M - Customer Relationship Management / Clienteling.
The Learn About Tips on the Main Menu now appear only for users logged in at level 10
If you have multiple Genius terminals, you now have the option at each payment to select which terminal you want. E.g. if you have mobile terminals, the closest one may be different at different times.
When you choose to select a Sku number from the list and you're in the Repair screen or the Repair Billing screen of the Sales Screen the Sku number list will now default to showing only Sku's from repair major codes.
Version 4.362 09/14/2022 ===============================================================
The position of X-Tra search screen for sales and repairs is now adjusted down enough so that the sales number box or repair number box on those screens is visible and easy to click for cases where you want to search by sale or job number.
Further updates for the prerelease versions of integration with Zillions Insurance
Separate from the optional ability to require or suggest the cashier obtain an email address from customers, you can now require an email address when making sales to in-house charge account customers. The use of this option also prompts the cashier to verify with the customer the currently recorded email if one was previously entered. I.e. if you intend to email monthly statements, you will want to be sure to always have a current email address. To activate this option, add the keyword ARCHECKEMAIL anywhere in the Miscellaneous Options box in Preferences
[lessflicker z_misc]
Version 4.352 07/29/2022 ===============================================================
The Pandora catalog program has updates for immediate effect. There about 575 new items for Late Summer 2022. But more significantly, it has about 1,000 price changes!
Unlike other Pandora price changes which are signaled ahead of time but which you have to wait several weeks before applying, these price changes are to be applied starting now. To correct the prices and costs, it is important to run the Update Existing Items step before continuing to the Add Catalog items step. (This Pandora feature requires the Maintenance Plan.)
Version 4.350 07/27/2022 ===============================================================
The Detailed Layaway Report & Statements module was made for reporting the details of outstanding layaways, special orders and repair-type sales. However, it's the only report which shows, together, the customer details, the Sku details of the sale and the payment details of the sale. This update adds the ability to run that report for all sales, even paid-up and cash sales and finalized layaways, in case you sometimes want to review all these details on one report.
To access this option, set the "Special Orders, Repairs" criterion to read, "Any Sale Type." Note that this choice requires that a date range be entered into the Last Payment Date Range line, and note that the "For Balances over" option will be disregarded.
The new "oAuth2" feature to allow sending mail with Gmail (See Version 4.345) previously could not enable an alternative "Reply-to" email address feature. E.g. you might *send* mail via goldace@gmail.com, but want replies to your messages to go to info@goldace.com. This update enables that feature.
Separately, note that if you want your sent emails to appear to recipients to have actually been sent from an alternative address, that would require you to add further configurations within your Gmail account. For details on that, see Gmail's help page: https://support.google.com/mail/answer/22370
[lminmaintplan optn/chkt, custeditpic]
Version 4.349 07/08/2022 ===============================================================
The sales screen has a new "Sale Recap" feature to show you a summary of the number of items on the sale, the total wholesale cost value, total profit and total discount. This is primarily of use for large sales - especially wholesale sales - where with all the wheeling and dealing you might to see the big picture summary before finishing the sale.
With a sale in progress on the sales screen, choose Options at the top of the screen, then More Options, then Sale Recap.
Various updates for the prerelease versions of integration with Jewelers Mutual Care Plans Zillions Insurance Clientbook.
[mmicons]
Version 4.345 05/31/2022 ===============================================================
The new version adds the advanced oAuth2 authentication method that will be required by Gmail going forward. (Google has threatened to cut off the standard authentication for a long time but they seem to be serious about it now.) If you send email from Jewelry Shopkeeper (including receipts) you may well need this feature. To actually use this feature you will also have to run a Google authorization step to permit Shopkeeper to continue sending out emails. That is done in the Web Settings are of Preferences. (Compulink will provide further details.)
oAuth2 security was also added for some other integration options which require updated security.
A repair report format was changed to better handle longer last names.
Version 4.340 05/21/2022 ===============================================================
The Pandora catalog program has over 200 new items for Summer 2022 and for new Pixar items. There are some price or cost changes but not a huge number. (This feature requires the Maintenance Plan.)
Version 4.338 05/18/2022 ===============================================================
This update reduces the occurrence of "conflict" error 108 popups which could previously occur when sales are being made and when other users (or same user in another screen) need to modify the major code of an existing Sku number.
This update prevents the occurrence of "Error 5" popup when printing receipts. (Which was a problem only with Version 4.334.)
[Antview x4 w/o ocx]
Version 4.336 05/11/2022 ===============================================================
When you use a credit slip or gift certificate that is more than the sale amount, the usual result is that the balance is kept on the credit slip. Another option was to choose NO BALANCE to not keep the balance on the credit slip - so you could refund the difference another way. In this update another option is added NO REFUND which simply discards the unused balance of the credit slip. That can be useful for donated or promotion gift certificates which are designed for one-time only use.
Version 4.335 05/04/2022 ===============================================================
When you attempt to exit a new sale that is flagged as a cash sale but it is linked to a repair ticket and the sale total is zero, you are asked whether the zero-dollar repair sale should be finalized (e.g. it's finished, but it's a freebie) or not (you don't yet know the price or it's not finished.) For this particular combination of details, in previous versions if you chose "No" (don't finalize) the sale would be flagged as Repair type. Starting with this version, this combination would flag the sale as a repair type. (A small change, but can be useful for certain reports.)
Version 4.334 04/29/2022 ===============================================================
When you start a new sale for a customer who has an in-house charge account balance, you can now choose to make Shopkeeper pop up an alert about the balance. You can turn this option on in Preferences on the Sales Screen Cont. page, via the option "Alert for negative A/R balance when adding sales."
If you have turned on the (fairly recent) option, Start Receipt After Payment, the receipt would start even if you clicked on No Receipt. (This combination would not have been common, but could occur)
On receipts for layaways with over 10 payments, the payment history header line: "All Payments Received" could, in previous versions, print a few lines down in the list of payments instead of at the top of the list. This has been corrected in this update.
[ignr _bp_calc spec->loc.refr]
Version 4.332 04/21/2022 ===============================================================
The customer list export has six new columns which can help with your more focused marketing and customer relationship management whether you handle that yourself or export data to a third-party system. The columns are "Male-First-Name", "Male-Last-Name", "Male-Full-Name", "Female-First-Name","Female-Last-Name","Female-Full-Name" For example, if you send customer lists to ClientBook, they need to have the Male and Female names in separate columns. This works whether you put the woman's name in the primary name slot or the "spouse" (or S.O.) slot. However, in order for this to work, you need to specify M or F next to each name. Note that the only export file version that includes these columns is the "Export List Large CSV" option from the Customer Reports and Mailings screen.
On a related topic, you can get an export list of only customers which have one or more missing M or F sex/gender indicators by typing MI (short for Missing) for the Male/Female report choice.
Version 4.331 04/11/2022 ===============================================================
On the Style History page of Inventory Status, if you select a Sku with a different style, previous version would not immediately update the total quantity in stock of that style. This has been adressed.
When you reassign a sale to a different customer, previous versions didn't automatically reassign related refund credit slips at the same time, but the new version will.
Miscellaneous updates for Clientbook integration
[pop4check]
Version 4.330 04/06/2022 ===============================================================
Shopkeeper is adding integration capabilities for Clientbook, a popular CRM "Clientelling" system. (Introductory phase - availability can be scheduled with Compulink)
Shopkeeper is adding integration capabilities for selling Care Plans by Jewelers Mutual Insurance at the point of sale. (Introductory phase - availability can be scheduled with Compulink)
Version 4.321 03/23/2022 ===============================================================
In some previous versions, when closing the customer profile screen that was accessed via X-Tra Search, VJS would return to the Main Menu instead of back to X-Tra Search. This has been adjusted in this update.
The Credit Card Payments Report has an option to "Show Full Response" which reports the full response from the credit card processor when integrated credit card processing payments are made through Shopkeeper at point of sale. Usually the detail is far too long and technical but there may be troubleshooting uses for it. The small change in this update is that it will show the response for all the processors, whereas previously it would work only with some of them.
A utility for searching for missing inventory picture files has been revised to provide more information. (If needed, ask Compulink for more details.)
Version 4.320 03/17/2022 ===============================================================
Shopkeeper now has support for Chekkit. With this you can send requests to your customers for on-line reviews and for sending SMS-Text messages to your customer via Shopkeeper. As with the similar service from Podium and FrogSwing, the on-line review requests form can be set to pop-up automatically when completing a sale, or at any time of your choosing. The SMS-text messages can be sent any time.
This needs an account from Chekkit ( https://www.chekkit.io ) and the integration feature requires a Shopkeeper Maintenance Plan.
On the Assemble Disassemble screen, it is now a bit easier to add a picture for the assemble item because at the top right corner of this screen there is now a Paste button. I.e. after screen-capturing the needed image to the Windows clipboard, you can paste the image with this button. This makes it like the other screens in Shopkeeper.
Also on the Assemble Disassemble screen, in the middle right section, near the picture of the component of the currently highlighted component, there is a green "Go" button to pull up the inventory status details of that component. In previous versions, that button was a bit "tricky" to click just right, and it might have taken a couple of attempts at clicking it at times to activate - but now it's more reactive.
Version 4.318 03/03/2022 ===============================================================
Some adjustments of the behavior of certain keyboard combinations in the sales, repairs and inventory entry screen.
[irys,chekkt]
Version 4.315 02/10/2022 ===============================================================
The Itemized Sales Reports and the Inventory Reports and the Sales Reports by Clerk - Commissions Reports have a new option to let you select inventory categories by selecting a Major Class Code Group Name.
Normally, these group names are contained in continuous range and can be selected that way. E.g. selecting major codes 200 to 299 might select all Earrings. However, if you have assigned major codes 452 and 680 to group name EARRINGS you couldn't select them by the major code range, but you could select them with the new option.
These options also allow *excluding* a group.
It's still recommended to restrict groups to a continuous range of major class codes but this new option may help retroactively if you have groups split among different ranges of major classes.
The itemized Sales Reports screen also has a new option to *sort* by the Group Name
[sa_purge4dupjob_orderiss ]
Version 4.310 01/19/2022 ===============================================================
The Sales Report by Clerk - Commission Reports now has the option to include or exclude a non-consecutive *list* of major class codes such as 100,315,622,752,822.
To access this option you need to choose Full Selection at the top of the report screen.
The usual *range* of major codes option still exists
The Inventory Status screen now shows next to the Cost and the Price boxes the total value of that Sku in cases where the quantity is more than one or for items which are priced by weight. E.g. Cost $1500 with 2 quantity also shows Total Cost $3000 or Cost $2000 per Carat with 0.5C also shows Total Cost $1000.
The listing tab/page of the Major Class Codes maintenance screen now allows you to remove many different major codes from the list all at once. On the left edge of the list, you can check several items then click where it says "Click Here to Delete."
This is primarily of use when you first set up your major codes list and want to remove a large number of the entries on the pre-defined list.
Version 4.308 01/06/2022 ===============================================================
The Pandora catalog program has about 200 new items for Early 2022 including Valentine's and Mother's Day. There are very few price or cost changes. (This feature requires the Maintenance Plan.)
[clientbook]
Version 4.302 12/11/2021 ===============================================================
The repair screen now shows an asterisk within the selector-tabs for the Extended Details and for Parts when you retrieve a job that has information on those screens. That is a visual indicator that you might want to check those screens to get the full picture of that job.
The Inventory Website Export feature can now upload to FTP sites that use SFTP protocol. (That is one of the security-enhanced FTP protocols that some web servers require. Prior versions could update only using normal FTP. Note that this feature requires the Maintnenance Plan.)
[highsaleok]
Version 4.300 11/27/2021 ===============================================================
The Inventory Web Export previously would not export the longer pre-appraisal / Notes unless there was some data in the Style Detail page. Now that is not a pre-requisite.
Newly added inventory items can now have the first or second description lines start out with the major code description or the minor code description or both. (By default they start out blank.) This is similar to an option that was available in JS-Classic previously.
The repair screen now shows an asterisk within the selector-tabs for the Extended Details and for Parts when you retrieve a job that has information on those screens. That is a visual indicator that you might want to check those screens to get the full picture of that job.
[oAuth2 ]
Version 4.299 10/19/2021 ===============================================================
The Pandora catalog program has about 450 new items for Fall 2021. The number of price changes is small, but there are hundreds of wholesale cost changes. small number of price changes, but (This feature requires the Maintenance Plan.)
Version 4.298 10/06/2021 ===============================================================
Ensure the sale number appears in highlight mode when adding a new sale so that it's easier to replace it from scratch. (This is a reversion to prior behavior, which changed in a recent update)`
Ditto for the the repair number when adding a repair ticket.
Adjustment to the tag layout selection list - which could be "jumpy" with the mouse movements in prior versions if the number of layouts in the list were small.
Version 4.297 09/29/2021 ===============================================================
The current gold and platinum price now appear in the header of the Main Menu and other screens. (The list of price quotes could be customized, but that's an advanced setting requiring instructions which are available on request.)
This update has an update to help the situation where in some cases in previous versions the Main Menu didn't always appear on top of other programs after closing some VJS screens.
On the receive inventory screen, in prior versions, changing the major code of an item (and changing the Sku No.) that already had extended details could cause the detail to be discarded. Now the detail is brought forward to the new Sku
Version 4.295 08/16/2021 ===============================================================
A new sales screen option can remove the step of clicking the Print Receipt button. If you turn this option "Start Receipt After Payment" via the sales page of Preferences, then after a sale is paid in full, the Print Receipt button "clicks" for you automatically.
This update resolves a "text highlighting" issue in the Customer X-Tra Search name box in the previous version, which was making it less easy to type in the next name you're searching.
Some other screen alignment issues from the prior version have also been addressed.
[xsttbf]
Version 4.290 - 4.291 08/10/2021 ===============================================================
The Pandora catalog program has about 170 new items for Late Summer 2021. But more significantly, it has about 500 price changes for the U.S. and about 1200 price changes for Canada! So, it's important to run the Update Existing Items before continuing to the Add Catalog items step (This feature requires the Maintenance Plan.)
Customers can be flagged as "Inactive" so that they will not appear on search lists or reports. This is done via the question, "Is This Customer Inactive" which is on the Other page/tab of Customer Profile screen. If you want to find an inactive customer, you can check the box Inactive on the Customer X-Tra Search screen. Note that sales reports will still include sales to Inactive customers.
[regtitlebar][titlebarcol(219,183,255)]
Version 4.285 08/05/2021 ===============================================================
The "Select from outstanding purchase orders screen" now shows the description of each purchase order as you scroll down the list of ordered inventory items.
Almost all information boxes (fields) in Shopkeeper can now be right-clicked to show the options for Copy, Paste, Cut in order to facilitate copying data into Shopkeeper or copying data. E.g. to or from Shopkeeper and email or Word, etc. Unlike the standard Windows Copy feature, you don't have to first highlight text to be Copied; if no part of the field is highlighted, the VJS Copy option copies to the clipboard all the words in the box. (As before, note that the standard Windows short-cuts of Ctrl-C, Ctrl-V, Ctrl-A and Ctrl-X are still available for Copy, Paste, Select All and Cut.)
Various menus of choices such as the right-click menus and the menus that drop down when you click on "Options" are now larger if you have resized the corresponding screen in Shopkeeper. (For more information on resizing Shopkeeper screens, see Resizing further below in this update list or in the VJS FAQ help pages.)
The Bank Reconciliation screen normally sorts the list of bank transactions by the check (or transaction) number. That normally has the same result as sorting by the date - but not always. A new feature allows you to sort by the date by clicking the Date column heading - once or twice to sort up or down. You can revert back to the normal sort by clicking the Type column heading.
The Repair Quick Update screen now includes direct access to the Approval Date for each repair. Along with the access to the Estimate box, you access this by choosing Enable Direct Editing.
There are a number of refinements for the unattended website inventory upload feature, which works in conjunction with the Windows Task Scheduler.
Version 4.282 07/21/2021 ===============================================================
For inventory categorized as loose stones, sales receipts will now print the freehand inventory "Notes" in addition to the loose stones details. (Previously only the loose stones details would print for loose stones.)
Version 4.281 06/25/2021 ===============================================================
The Pandora catalog program has about 180 new items for Summer 2021 along with new pictures. (This feature requires the Maintenance Plan.)
The David Yurman catalog program has about 800 new items for 2021 and has about 3,100 price and wholesale cost changes for July 2021 (This feature requires the Maintenance Plan.)
The Tag Printing screen now has the option to allow you to select inventory items by the range of the last 5 digits of the Sku number. This is an uncommon need, but there are sometimes situations where this would be useful.
When you a list of Sku numbers to the parts page of the repair job tracking screen, you can now change the description. This is useful when adding very generic Sku's as parts, such as "Assembly" or "Chain", in which case some personalization provides a better record.
It's possible to add PDF or MP4 or other file types as "pictures" for inventory or repairs. That can possibly cause errors when running reports for inventory or sales that include pictures. This update has some extra checking to not attempt to print non-standard image files on reports.
[norendercheck]
Version 4.274 06/03/2021 ===============================================================
A new analysis option to show you a list of how many new customers you have added, month by month. To get this, choose the Date Added option from the Customer Reports screen, along with any of the Export options, and the results will be put in the Excel file New-Customers-by-Month.xls in the VJS Reports folder.
You can add all other criteria as usual - such as zip code ranges or purchase totals, etc.
Various refinements to the reprice inventory feature added in version 4.270.
[ RemoveFF ]
Version 4.273 05/17/2021 ===============================================================
The Itemized Sales Report now has a Sort-By choice of Style Within Brand. This is the same as the previously available Sort-By option of Brand, which sorted the same way, but it wasn't as clear to the user that it would sort by style as well.
If your Windows Display Scaling is set to 125% or higher, that will cause Shopkeeper reports to enlarge resulting in the right edge not fitting on the page. The fix has always been to revert the Windows scaling back to 100% (and if many parts of Windows appear too small, you could reduce the Windows resolution setting.) Starting this version, there's another option in Shopkeeper to allow you to leave the Scaling at 125% or higher: On the Local Defaults page 3 of Preferences, you can check the box: Reduce Report Size if Windows Display Scaling is Set Over 100%. (Note that this can also have the effect of scaling down all parts of Shopkeeper, not just reports.)
After an update last month, opening Memorized Reports from the Main Menu could display an error message (which was ignorable.) This update prevents the error message.
Version 4.271 05/03/2021 ===============================================================
When you retrieve an existing job on the repair tracking screen, the tab at the bottom for Parts will now read "Parts **" if there is already a list of one or more parts for that job. (This is similar to how the Notes tab shows Notes ** if there are already notes on the Notes page.)
Version 4.270 04/27/2021 ===============================================================
A new repricing module allows you to reprice inventory in bulk such as for one or more major or minor codes or vendors or price ranges, etc. You can preview the proposed new prices and adjust individual prices before committing them. You can reprint updated tags at the same time. -> You will find the Reprice Inventory choice on the Inventory Menu.
For some computers, choosing to print 2 or more copies of any document (such as a receipt) can make the printer assume 2 copies for subsequent print tasks even if you expect just 1 copy. If you encounter this situation, then on the VJS Print Options screen, next to the number of copies, click on the "Alt" box. This will force VJS to do an extra step to ensure 1 copies is set for the printer.
Version 4.261 04/07/2021 ===============================================================
You can now email a customer directly from the repair screen instead of having to open up the customer profile screen. This option is on the Notes page of repairs - near the SMS-Text option in the upper half of the screen.
When clicking the Go To button next to the website address on a vendor profile screen, previous versions of VJS would often use the older Internet Explorer web browser. With this update, it should in most cases select your default web browser (e.g. Chrome, FireFox, etc.)
The Repairs Due date calculation in previous versions sometimes did not calculate a due date if the lead time was very long and if there were many non-delivery days. This was never an issue before, but with Covid, some stores lead times and the number of non-open days have increased, leading to a few rare combinations that didn't work. That has been adjusted in this update.
The customer reports have a new option to sort in order of the customer/account number. (For the most part this corresponds to the order in which they were added.)
Version 4.260 04/04/2021 ===============================================================
The Pandora catalog program has nearly 300 new items for Mother's Day and Spring 2021 along with new pictures. (This feature requires the Maintenance Plan.)
When you specify a Dept code to report or to exclude from the Itemized sales report, the title of the report will now show that selection. This helps remind you what criteria had been selected when reviewing the report printouts later on.
When you receive inventory from a purchase order, you have a list of ordered items which you can check off and select the quantity. A previous VJS update changed the order of the check boxes for received and delete items. It was considered clearer to have the check box *next* to the quantity that's being received - and by extension less likely to cause accidental deletions. However, some users had gotten so used to the previous layout that the new one was awkward. While the new layout remains the standard one, you can now optionally switch back to the old layout. To activate this "retro" option, add the keyword OLDPOCHECKCOL anywhere in the Miscellaneous Options box in Preferences
Version 4.259 03/26/2021 ===============================================================
A new repair number assignment option helps for stores that both like to have Shopkeeper assign the next available number in most cases, but still need to enter special, unrelated, repair numbers for some jobs. With this option activated, the job number box is empty and if you choose OK or press Enter, the next job number is used and assigned and the sequence is incremented. This way one is less likely to accidentally change the number sequence. On any individual job, you can type an entirely different number and that will not change the sequence. To activate this option add the keyword BLANKJOBNONEXTDO anywhere in the Miscellaneous Options box in Preferences
Dragging pictures *out* of Shopkeeper now copies them instead of moving (and removing) them.
Version 4.258 03/11/2021 ===============================================================
Includes an adjustment to the font of the customer name search box.
Includes an adjustment to the Print Options dialog box for tag printing.
The Reminders Action Center usually shows Completed items for the rest of the day on which they were finished. This update more clearly shows that in the list by having them crossed-out in the list.
The repair estimate history option (see version 4.255 below) now also takes effect for manually changed estimates, not just changes due to additions or subtractions of parts.
Version 4.255 02/17/2021 ===============================================================
Various tweaks . . .
Some commissions reports have a Markup column. This column will no longer appear when the logged-in user doesn't have access to the cost data.
For more discretion, the bank balance no longer shows automatically at the top of the Checks, Deposits & GJ screen. You can click it to show or hide it. The last-used setting is recalled the next time you open that screen.
If you add or subtract Sku's from the Parts list of a repair job, and if you change the estimate it's now possible to have a note of the previous estimate stored in the repair Notes page. This isn't automatic; to activate this option, add the keyword STOREPRIORESTIMATE anywhere in the Miscellaneous Options box in Preferences
The "Generate Reminders" page of the Reminders Action Center now shows the last date and time the reminders were last updated and keeps it current even if it was updated just a few moments ago at a different computer. (This doesn't change the reminders list, but at least you'd know whether or not the list had been refreshed recently.)
If you have VJS window resizing turned on and have enlarged the Print Options screen, this Print Options screen would previously show oversized when printing tags. (Because it shows only a portion of the full Print Options, but would use the full size of the full Print Options.) This has been improved in this update.
(ServiceStopTV,)
Version 4.250 01/25/2021 ===============================================================
In previous versions, if you use the Customer Reminders screen, it can be awkward to close all open data files, which is needed before running the month-end closing steps. This update closes all files used by the reminders, and closes any other screen (e.g. sales) when you run the month-end.
When you print sales receipts, the Print Options screen now has the option to temporarily turn off printing pictures. (Instead of turning them off more permanently in Preferences.) This can be useful if you occasionally need to produce a shorter version of a multi-item receipt that might be extra long with all the pictures.
[tvsvcoff]
Version 4.248 12/15/2021 ===============================================================
The Inventory Interstore Transfer Reports now simultaneously create an Excel XLS version of the report in the VJS Reports folder along with the usual on-screen or printed report.
For sales tickets which have multiple repair tickets attached, the repair ticket barcode now includes the -1 at the end of the job number for the first job. This helps avoid ambiguity when barcode-scanning jobs into the Repairs Quick Update screen. (i.e. scanning repair # 1234 alone is ambiguous if there exist jobs 1234-1, 1234-2, 1234-3)
[NP desc]
Version 4.247 12/08/2020 ===============================================================
The Pandora catalog program adds a very small number (5) of new items but it adds over 100 previously unavailable images for prior items.
A fix for a sales screen formatting issue for the second description line
If you send email from VJS using a Microsoft email account [outlook.com, office365, etc] a recent change in Microsoft's email caused some unnecessary html text to appear in the messages that you send to your customers. This update overrides that.
[redoxygenurloption] [qtyorderinvrptxp] [class34ck] [qtyxvalchk] [addalternatetext]
Version 4.245 11/18/2020 ===============================================================
The Pandora catalog program adds about 240 new Autumn and Holiday 2020 styles and pictures. (This feature requires the Maintenance Plan.)
The Sales Screen now shows the regular price on discounted items. (This can be turned off if necessary in Preferences by adding the keyword RegPriceDisplayOff anywhere in the Miscellaneous Options box.)
The Sales Screen now prevents the user from accessig the price box if the sku number is only partially completed. (Which had odd results if one accidentally did that.)
The inventory entry screen has a larger box for entering the style so more characters can be typed-in and seen without scrolling.
[sblinepricwhn]
Version 4.241 11/13/2020 ===============================================================
It's now possible to search for customers by a part of an address such as "789 FRONT" or "NIGHTINGALE" in case that's all you have to go on. This option is on the Full Selection page of the Customer Special Events Lists.
Version 4.240a-d 11/02/2020 ===============================================================
( * technical and security updates; encryption)
[40d/misclientnin/_b]
Version 4.231 10/08/2020 ===============================================================
The mini calendar icons that pop up the date selection calendar are now more responsive - i.e. easier to activate by clicking
The Customer Alert pop-up screens based on a list of special customer types that you specify in Preferences will no longer pop-up if you highlight a name in the Customer X-Tra Search screen but simply exit out of that search screen. (i.e. without choosing to make or edit a sale or a payment, or a credit slip, etc.)
In the Assemble Disassemble screen, clicking the Tags button in previous versions would print tags for the components. Starting this version it will print a tag for the "Master" item being assembled.
In prior versions, the accounts receivable past due aging report and the month-end statements printing where you selected *only* accounts with a 2-months past due status (not 2-months or more past due) would show all accounts which are past due. Those are resolved in this update.
The Export List Large option from Customer Reports now includes a column for the number of visits with purchases per customer
When you exit the customer profile screen with *no* customer selected the Email Address is Suggested prompt will no longer appear. (This is if you have turned on this alert option in Preferences.)
In previous versions, the quantities in the physical inventory list couldn't be changed in the on-screen grid after they have been added to this list; only deleted and re-entered. Starting this version the the quanties can be changed in the grid.
[062020ww / skulistrdelnotabstop ]
Version 4.22 10/05/2020 =============================================================== The Sales Payment Spreadsheet report exports to an Excel file (For technical users only who can interpret the data as-is because there is not a user guide to explain each column.)
Previously, the Inventory Status screen could show the cost code with an odd format under certain conditions. This update resolved that.
[addinvloc1blk/client9/util34]
Version 4.215 09/14/2020 ===============================================================
Podium (the online review and messaging company) is in the process of making technical changes to their system which require corresponding changes in Shopkeeper in order for it to be able to send on-line review requests and SMS-texting messages directly from VJS. This update includes the needed changes for the "v2 API" which you'll want to have in place before September 18, 2020. Further VJS updates are likely to be needed for further Podium changes to come by the end of the year.
The Notes box of the Customer Reminders and Other To-Do's has been lengthened from 50 characters to 100 characters.
Version 4.210 08/28/2020 ===============================================================
In previous versions, the inventory entry screen didn't show the extended cost (quantity or weight times unit cost) on each line. Starting this version, that will appear.
The TSYS/Cayan credit card report previously didn't show return charges as negative numbers. Starting with this version, they will appear with a "minus."
Version 4.200 08/20/2020 ===============================================================
The Pandora catalog program adds about 25 new Late Summer 2020 styles and about 430 picture files that had not been available for the past few catalog updates. (This feature requires the Maintenance Plan.)
There is just a small number of price changes for the U.S., but there are nearly 300 price and cost changes for the Canadian market. If you are in Canada, update your Pandora catalog only after August 27, which is when the pricing changes take effect.
The Lafonn catalog has been updated with about 250 new items for the Late Summer 2020 catalog. (This catalog feature requires the Maintenance Plan.)
A new reporting feature has been added for Assembled Inventory. You can choose to select and to group by the finished Sku number (and to show all the components of each assembled item.) Or you can choose to select and to sort by the components (and to show which finished Sku they were added to. From the Reports Menu choose Assembled Inventory Reports and if you don't see it, choose Options at the top then Customized Menu where you can add that option to any menu you like.
When you use the Return to Vendor screen for Memorandum items, the printed returned items slips have shown the cost value as well as the zero return credit, but on-screen the Cost value is generally shown as zero on that screen, because you don't exactly get a credit because the memo wasn't a payable in the first place. In this update, the cost now is visible for each returned Memo item, on-screen near the picture of each item, and the total original cost value shows at the bottom near the total creditable cost value. (Only when logged in a sufficient security level to view costs.)
Version 4.197 07/31/2020 ===============================================================
The Lafonn catalog updated in version 4.196 now includes a more descriptive description. (Whether you want any prior descriptions in your inventory list updated is a choice you can make in the Lafonn catalog update program.)
The Sales by Clerk - Commission Reports now have the option to include the pictures of the items. Choose Full Selection to see this additional report option.
The Accounts Receivable Payment on Account screen now returns to the Customer X-Tra Search screen after completing a payment. This is useful if you process several payments on account in a row.
The repair screen has an option to unlink a repair ticket from a sale. The repair then becomes an unbilled job that can be billed on a sale for that same customer. Note that any sales line that was previously associated with that job will be left as is so be sure you don't end up with two sales lines for a single job. If the job did not previously have a job ticket number independent of the sale number, then a temporary job ticket number will be assigned.
The Relocate Inventory screen now has a drop-down pick list to help find previous relocation batches in case you want to reprint the list or add to an existing batch.
The Inventory Status screen has an option to allow all users to modify the inventory notes box even if your security settings allow no changes to any other box on that screen. (To enable that, add the keyword INVNOTESALLACCESS anywhere in the Miscellaneous Options box in Preferences, in addition to setting the usual security rule for Inventory Status, also in Preferences.)
When you change the style of a certain Sku number, Shopkeeper usually asks whether you want to update all of the Sku's which share the same style number. If you have many, fairly generic and duplicated style numbers for unique items a new option allows you to *never* be asked whether you want to update all the other Sku's with the same style - in order to avoid accidental mass erroneous changes. (To enable this option, add the keyword MODSTYLESKUONLY" anywhere in the Miscellaneous Options box in Preferences.)
Version 4.196 07/20/2020 ===============================================================
The Pandora catalog program adds about 150 new Summer 2020 styles and about 300 picture files that had not been available for the past few catalog updates. (This feature requires the Maintenance Plan.)
The Lafonn catalog program adds about 120 new Spring/Summer 2020 styles. More significantly, it will update the cost and price of over 2700 previous styles. The Lafonn pictures are also imported. (This feature requires the Maintenance Plan)
The Cash Register Hourly Activity Report previously required that the user change the date range. (I.e., leaving the default of the past 4 weeks was interpreted as not selecting any dates.)
A new utility can export all appraisals to an Excel file. The result is Not formatted for printing, but it can be useful for quickly searching all the text and names of all the appraisals. (u_appraisals_xls on the Utilities download tab - ask Compulink for more details.)
A previous update required the user to type something like DELETE 456781 in order to delete a sale that you didn't want to save. This was in order to reduce accidental deletions. This version removes that requirement if the sales ticket was just started and there are no items and no payments in which case deleting it is not a delicate situation.
Workstation computers on a network now send the server a micro data request in the background a few times per minute as an effort to reduce brief 'autodisconnects' which some Windows servers are configured to do by default. Those can interrupt Shopkeeper sessions and it's hard to reconfigure that in Windows even for computer technicians.
Version 4.19 06/18/2020 ===============================================================
The QuickBooks Link program transfers special order and memo sales with different general ledger codes for income and cost that override the type for the sku. The updated version of QuickBooks Link allows you to choose to not override the Sku's usual general ledger codes for special orders and for sales of memo merchandise.
The number of eConduit terminals supported for credit card processing has been increased to six.
Version 4.189 06/04/2020 ===============================================================
The Pandora catalog program adds about new 320 picture files that had not been available for the past few catalog updates. (This feature requires the Maintenance Plan.)
venmaintxundo, _ _spacewebheader
Version 4.188 05/22/2020 ===============================================================
The Pandora catalog program has about 250 new items for Early Summer 2020. For the Canadian market, almost all the prices and costs have changed. (This feature requires the Maintenance Plan)
Version 4.185 05/12/2020 ===============================================================
The Universal Inventory Web Export feature adds the ability to select only those inventory items with *any* Web Code or Web Category. Previously, you could select a list of Web Codes or Categories to include, but this option means you can pick all of them without having to list them out. In other words, this would exclude all items that do *not* have either a Web Category or a Web Code, and this can be an easier way for you to select which items should be exported from Shopkeeper to your website.
The FTP upload part of the Universal Inventory Web Export feature will name rename all image files on the FTP server with lower-case file names because some websites will not link pictures if there are any upper/lower case differences in the image file name.
Version 4.180 04/21/2020 ===============================================================
The Pandora catalog program has about 170 new items for Spring 2020 and about 70 items have price changes. (This feature requires the Maintenance Plan)
The Universal Inventory Web Export feature adds the ability to include over 25 additional data fields from Shopkeeper, such as from the extended detail page, amongst others.
The Universal Inventory Web Export feature adds the ability to configure over 100 "placeholder" columns in case your website requires an import file with many esoteric columns. You can customize the names and positions of these extra columns.
For those with the Maintenance Plan, these extra columns can be further configured to either include fixed information (such as USD for currency, or mm for millimeters,etc.) They can also be configured to include "dynamic data" which is like Excel formulas in case data from column "A", for example, has to be replicated or combined with other data in column "Z".
Version 4.175 04/15/2020 ===============================================================
The Universal Inventory Web Export feature adds a new Export file format, CSV, beyond the previously available XLS, XML and TXT formats. CSV can often be awkward if you have used quote marks in descriptions for inches, or commas but CSV is widely supported so is worth being available. A "pipe delimited" file is another newly available export file format.
For those with the Maintenance Plan the Inventory Web Export and also simultaneously create *and* FTP upload your files to your website's file server. Previously you had to use an FTP program to upload the export files that VJS created.
For more details and instructions, see the VJS FAQ help pages:
http://www.jewelryshopkeeper.com/help/vjs/faq/?ftp_upload_inventory_export.htm http://www.jewelryshopkeeper.com/help/vjs/faq/?web_export.htm
Version 4.17 03/31/2020 ===============================================================
When you delete a sale, previous versions asked for confirmation (possibly two confirmations depending on the situation), and you could click buttons to confirm. Starting with this version, deleting a sale will require that you type DELETE XXXX (where XXXX is the sale number) This way, even when you're busy, you have much less chance of accidentally deleting a sale or failing to save it. That this applies both to a sale that's just been started and which you decide not to go ahead and save, and to a previously saved sale that you have retrieved. (As in all prior versions, for previously saved sales, you can configure security rules as to who can delete saved sales.)
If using integrated credit card processing with Blackline/eConduit, the module for issuing refunds to credit cards now includes more stringent checks on assessing the status of the return. E.g. in the cases of extra slowness of the customer using the terminal or internet interruptions. These changes are designed to prevent the cashier being uncertain and then possibly issuing a refund twice.
The universal inventory website export module is accessed via the Inventory reports by style. A change in this version is that instead of the inventory export files being put directly in the VJS Reports folder, they are now added to the folder Inv-Web-Export underneath the VJS Reports folder. The images to be exported are put in folders Image-Export and Image-Export-New underneath the Inv-Web-Export folder. This way, the inventory export files are somewhat separated from other files in the VJS Reports folder and put in a dedicated "staging" folder and this can be more efficient if you use an FTP synchronization program to upload them to your website.
A related change is that it's possible to override these staging folder locations. That is done via the Web Services Settings page of Preferences. You may want to ask Compulink for assistance on that override option.
[BLtimeout / ip ]
Version 4.16 02/28/2020 ===============================================================
A new SMS-texting / on-line review gathering integration has been added: FrogSwing, which is in-between Podium and Red Oxygen in terms of features and pricing.
For more information on their offering, you can contact them via their web page at: https://www.frogswing.com/#mitmachen or call or text Thomas Roethling at (905) 099-0667
The Reminders Action Center now lets you to display just one single clerk's reminders.
A program module to import the David Yurman Catalog of over 15,000 items has been added to this Shopkeeper update.
When you create a new inventory item on the fly during a sale, the clerk assignments and commission rates are assigned to the associated sales line. This wasn't the case in previous versions.
When you create a trade-in inventory item on the fly during a sale, the clerk assignments are assigned to the associated sales line, but the commission rate is set to zero. (The assumption being that the commission is not reduced due to a trade-in. However, a returned stock item is still assigned the commission rate - which will be a negative on the sales by clerk reports.)
Notwithstanding the above default behaviors, you have always been able to override the commission rate and clerk on individual Sku lines of sales by choosing the in-line Options button, then
Price tags have had the option to print a second price in an Alternative Currency. This update increases the available length of that 2nd price which helps if the other currency may include many, many digits and/or a long currency symbol.
The Accounts Receivable contracts have additional features such as the option to print the customer phone number, and options to skip certain steps to get to the printing step faster.
[ltrsinmajlistrpt]
Version 4.150 02/03/2020 ===============================================================
Some Shopkeeper users experience situations where the Main Menu items are not correctly aligned and may even overlap. This can be righted by choosing Options, Realign Menu Icons. However, if this occurs too often, you can turn on a new feature "Always Realign Main Menu Choices" which is on the Other General Settings page in Preferences.
An accounts payable report which separates, sorts, groups and subtotals accounts payable by general ledger expense code has been added. Note that this is accessed (for reasons) via the Checkbook Report screen where you change the "Bank" option to "Accounts Payable by G/L Code."
Under certain conditions, the No Receipt button on the sales screen wouldn't activate by pressing the <Enter> key and instead had to be mouse-clicked. That limitation has been resolved in this update.
Repair tickets can now be searched by a partial repair ticket number e.g. typing 12001 can show 120011 and 120012 as possible results.
When searching for a repair tickets by number, previously only tickets in the Current file (past 2 to 3 years) were searched. Now the Archived file (older) will be searched as well if the ticket number was not found in the current file
The activity page of the customer profile screen will no longer show a negative discount figure for items sold at a higher-than-ticketed price. (Because that's common for repairs.)
A new utility allows you to renumber a sequence of checks which may be useful if, for example checks 1500 to 1530 in Shopkeeper got printed on checks pre-printed with numbers 1501 to 1531. [ this is called u_renumber_cks on the On Web Site page of the Utilities Toolbox.]
When you change the price of a certain Sku number, Shopkeeper asks whether you want to change the price of all of the Sku's which share the same style number. Starting with this version, Shopkeeper will at that point show you how many Sku's could be affected and will require you to type a confirmation, such as ALL 250 if 250 Sku's of that style might possibly be repriced. This change is to avoid cases of accidental repricing where dozens of non-identical items share the same style number.
For Some Shopkeeper users experience situations where the Main Menu items are not correctly aligned and may even overlap. This can be righted by choosing Options, Reaign Menu Icons. However, if this occurs too often, you can turn on a new feature "Always Realign Main Menu Choices" which is on the Other General Settings page in Preferences.
An accounts payable report which separates, sorts, groups and subtotals accounts payable has been added. Note that this is accessed (for reasons) via the Checkbook Report screen, where you change the "bank" option to Accounts Payable by G/L Code.
Under certain conditions, the No Receipt button on the sales screen wouldn't activate by pressing the <Enter> key and instead had to be mouse-clicked. That limitation has beeen resolved in this update.
Repair tickets can now be searched by a partial repair ticket number e.g. typing 12001 can show 120011 and 120012 as possible results.
When searching for a repair tickets by number, previously only tickets in the Current file (past 2 to 3 years) were searched. Now the Archived file (older) will be searched as well if the ticket number was not found in the current file
The activity page of the customer profile screen will no longer show a negative discount figure for items sold at a higher-than-ticketed price. (Because that's common for repairs.)
A new utility allows you to renumber a sequence of checks which may be useful if, for example checks 1500 to 1530 in Shopkeeper got printed on checks pre-printed with numbers 1501 to 1531. [ this is called u_renumber_cks on the On Web Site page of the Utilities Toolbox.]
When you change the price of a certain Sku number, Shopkeeper asks whether you want to chnge the price of all of the Sku's which share the same style number. Starting with this version, Shopkeeper will at that point show you how many Sku's could be affected and will require you to type a confirmation, such as ALL 250 if 250 Sku's of that style might possibly be repriced. This change is to avoid cases of accidental repricing where dozens of non-identical items share the same style number.
When you print sales receipts, a new option allows you to create an Excel file of the sale data. This would primarily be of use when generating a large wholesale invoice where the recipient wants an Excel file of all the items. [This is quite specialized, so ask Compulink for instructions if needed.]
[ SAVEALLRECEIPTS / SAVEALLRECEIPTSOPEN / SAVEALLRECEIPTSFOLDER / SAVELASTRECEIPT / SPECBUFFNOBLANK]
Version 4.142 01/10/2020 ===============================================================
The customer report with purchase totals per name now has a total at the end of the Number of Purchase Visits column. This can be used for various sales and customer metrics calculations; for example, the average number of Purchase visits and the average sales figures per customer per year have also been added to the bottom of that report.
Also on that report, the Purchase-Visits value was modified slightly such that if a customer makes multiple sales on the same day, that will now count as one visit - since that probably should not count as "return visits."
A fix has been added for the occasional problem where the Inventory Status becomes hidden as it moves off-screen.
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