CCS – A Year in Review Debbie Longo VP, Client Services

1. CCS – A Year in ReviewDebbie LongoVP, Client Services

2. CCS – A Year in Review GENERAL

3. CCS – A Year in Review • Amazon Seller Fulfilled Prime • Promos • Reconcile PO and Approve Invoices

4. CCS – A Year in Review ORDERS

5. CCS – A Year in Review Order Entry and Customer Maintenance CCSD-247 Changed Customer Searchto retain the search criteria when the "New Customer" button is selected.

6. CCS – A Year in Review Gift Card Maintenance • CCSD-1951 • Added functionality to VOID a Gift Card and create the appropriate financial transactions • CCSD-358 • Added ‘Fixed’ Dollar Gift Cards

7. CCS – A Year in Review Gift Card Maintenance • CCSD-1552 • Change Gift Card History to see balance on GC once it has been activated. • Previously could only see balance after GC was used

8. CCS – A Year in Review Order Entry • TCCSD-330 • Changed how the Payment Terms Tab works • Previously – if over credit limit, Payment Terms tab disappeared • Now – can ‘Leave on Account’ and order will go on ‘AR HOLD’

9. CCS – A Year in Review Order Entry • TCCSD-67 • Changed Order Adjustment ‘Pop Up’ to require window to be closed before another action can be performed.

10. CCS – A Year in Review Order Entry • TCCSD-124 • Changed Balance Transfers of Credits to only use the amount necessary and leave the balance on the original credit slip

11. CCS – A Year in Review Order Entry • CCSD-1681 • Added the Adjustment ‘Entry Date’ to the Adjustments box display in Order Entry and Order Inquire.

12. CCS – A Year in Review Order Picking • TCCSD-229 • Added ability to track when a RF picker starts to pick a batch and completes picking the batch. • This information is used to populate the new Picker Productivity Report.

13. CCS – A Year in Review Order Shipping • CCSD-2311 • Ability to stop shipto levels from shipping if any part of the order has declined • Adds Stop Shipment flag • New Division Configuration Setting ‘HoldForDecLevOnOrder’

14. CCS – A Year in Review Import Shipped Orders • CCSD-1683 • Added option to Import Shipped Orders to updated address in CCS to the address from the shipping station • New Configuration setting - 'ThirdPartyShippingAddressUpdate'. • Will update Shipto address in the address book • Will update Billto customer if it was the same as the Shipto.

15. CCS – A Year in Review Import Shipped Orders • TS-334 • Enhanced Import Shipped Orders to bypass records with errors and allows the rest of the orders to process. • Error Messages will display in Results section

16. CCS – A Year in Review POS • CCSD-1486 • Added Manager Override Password • Still utilize Price Override Line Item and Line Item Discount settings in Division Maintenance >> Order Holds • Added new configuration setting ‘PriceOverridePassword’.

17. CCS – A Year in Review POS • CCSD-1843 • Added Manage POS Registers program • Allows Store Managers to better track when registers were opened/closed and who opened /closed the register • Allows entry of cash in register when the opened/closed in order to facilitate balancing • New 'End of Day Register Balancing' that prints on the receipt printer

18. CCS – A Year in Review INVENTORY

19. CCS – A Year in Review Inventory Maintenance • TCCSD-70 • Added ability to maintain Landed Cost in the Vendor Tab of Maintain Styles by Matrix. • Landed Cost can now we maintained in: Inventory Maintenance, Maintain Styles by Matrix, and Maintain Styles by Base Sku.

20. CCS – A Year in Review Inventory Maintenance • CCSD-1466 • Added a Warning Message when making changes to to Custom Web Base SKUs that have been sent to the CMS. • ‘A custom web base SKU exists in SmartSite. If you save this change, you MUST manually correct the SKUs in SmartSite’

21. CCS – A Year in Review Inventory Maintenance • CCSD-1676 • Added ability to select which status of PO you want to display in the Purchasing tab – All, Closed, Open • Previously only displayed Open PO’s

22. CCS – A Year in Review List Maintenance / Inventory Maintenance • CCSD-1629 • Moved ‘Brands’ to List Maintenance to pre-define before using in Inventory Maintenance

23. CCS – A Year in Review Inventory Maintenance and Order Entry • TCCSD-38 • Changed Expected Date calculation to net out backorders. • CCSD-1513 • Changed Expected Date calculation to include 'Sub With SKU' Purchase Orders details.

24. CCS – A Year in Review Maintain Styles by Base SKU • CCSD-1456 • Added ability to ‘cleanly’ delete a style • Removes style header and all associated style items

25. CCS – A Year in Review Inventory Quantity Change • CCSD-2350 • Added 'Stock Adjustments - Multi Items' program • Allows more than 1 SKU per Adjustmentticket • TCCSD-426 - new Division Configuration setting to specify the default quantity change type to be • Options: New Qty, Change Qty

26. CCS – A Year in Review Bin Movement • CCSD-2404 • Added 'Stock Movements Multi Items'program • Allows more than 1 SKU per Adjustment ticket

27. CCS – A Year in Review Enter Purchase Order CCSD-1033 • Added a 'Default PO Shipto' Configuration Setting to auto fill in the Ship To tab on Purchase Orders

28. CCS – A Year in Review Purchase Order Receiving • TCCSD-277 • New Division Configuration setting - 'DefRecvWhs'. • The default value is Blank. • Purchase Order Receiving uses to populate the RecvWhsdetails

29. CCS – A Year in Review Purchase Order Receiving • TCCSD-176 • Added 'Check Sum‘ to verify quantities received are correct

30. CCS – A Year in Review Print Purchase Orders • TS-672 • Added the PO Header and Page Number to every page of the Purchase Order form

31. CCS – A Year in Review Multiple programs • CCSD-2227 • Streamlined Bin Location logic • coordinates with Ecometry WFLs • Bin Locations must follow pattern • Warehouse – positions 1-2 of Bin • Aisle – positions 3 – 4 of Bin • Bin – position 5 - ?? of Bin • Example – 01AA02CA12 • Whse = 01; Aisle = AA

32. CCS – A Year in Review • CCSD-2227 (con’t) • Configuration Settings • StreamlinedBins– Yes / No • Whse01-09DefaultBinType • Whse10-89DefaultBinType • Whse90-99DefaultBinType NOTE – default can be changed in Warehouse Maintenance if desired

33. CCS – A Year in Review ACCOUNTING

34. CCS – A Year in Review Refund Check Export • CCSD-1807 • Created a Refund Check Export Program • Exports printed Refund Checks for import into GL

35. CCS – A Year in Review AP Transaction Export • CCSD-1826 • Created new 'AP Transaction Export‘ program for transfer to Microsoft Great Plains Accounts Payable system • Or another 3rd party A/P system

36. CCS – A Year in Review Accounting Extract Config • CCSD-1915 • New Accounting Extract Configprogram for AP Extract, GL Extract, and Refund Check Extract • Removed output path for the AP Extract from the Division Maintenance Configuration settings. • Removed the GL Extract Configuration program

37. CCS – A Year in Review WHISPER

38. CCS – A Year in Review Whisper • CCSD-1441 • Changed Whisper to accommodate as many gift cards as are redeemed on an order

39. CCS – A Year in Review REPORTS

40. CCS – A Year in Review SSRS Reports • All reports re-written in SSRS • Eliminates need for special report viewer • Easy access to reports from any web browser • Faster report generation • Simpler deployment between environments • Standard SQL queries used for record selection

41. CCS – A Year in Review Reports • TS-933 • New 'Order Details by Channel and Date Rpt‘

42. CCS – A Year in Review Reports • CCSD-1896 • New 'Product Group Listing' • All product groups will be displayed, even those with no items tied to them

43. CCS – A Year in Review Reports • CCSD-1652 • New Pending PayPal Settlement Report

44. CCS – A Year in Review Reports • CCSD-1653 • New ‘Pending CC BillingReport’ Reports • CCSD-1653 • New ‘Pending CC BillingReport’

45. CCS – A Year in Review Reports • TCCSD-208 • New ‘Picker Productivity Report’ for RF Picking

46. CCS – A Year in Review