Dove POS 5.0 Release Notes

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1 Dove POS 5.0 Release Notes Dove POS Technical Support DOVE (3683) Printed in U.S.A Teleflora

2 Information in this document is subject to change without notice. Companies, names and data used in examples herein are fictitious unless otherwise noted. While reasonable efforts have been taken in the preparation of this document to ensure its accuracy, Teleflora assumes no liability resulting from any errors or omissions, or from the use of the information obtained herein. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Teleflora, LLC Teleflora, LLC. All rights reserved. Teleflora, Dove Network, Dove POS and eflorist Program are trademarks of Teleflora, LLC. Microsoft and Windows are registered trademarks of Microsoft Corporation. All other trademarks and service marks are the property of their respective owners. KME August 2009 i

3 NEW FEATURES... 1 Cash on Delivery (COD) Payment Method... 1 GPS Interface with Delivery Manager Module... 2 Pick Up Order Type... 4 Quick Link to eflorist Website... 5 Quick Link to Stems&Bunches... 5 NOTABLE CHANGES... 6 Activity Histoy... 6 Lookup Related Changes... 6 Order Related Changes... 7 F8-Recipient Section... 7 Order Display Screen... 7 Take Payment Screen... 7 Thermal Receipt Printers... 7 Worktickets and Supertickets... 7 ZIP Code... 7 Report Related Changes... 8 Other Changes... 8 ii

4 NEW FEATURES Cash on Delivery (COD) Payment Method A new method of payment, Cash on Delivery (COD) has been added to Dove POS. This new payment method can only be used on Pick Up Orders. To enter a payment type of COD: 1. Choose COD from the Method of Payment drop-down list. 2. The Customer Last Name is required for Pick Up orders; however, it s a good idea to enter all of the customer s information for marketing and recordkeeping purposes. When you have finished entering the requested information, select the Add Payment button. 3. Click the Save to COD button to save this order to the COD Items section of the Action Required menu. 4. When the customer comes into the shop to pick up the orders, select COD Items from the Action Required menu. Click the Edit button to apply a payment to this order. Click the X button to the left of the COD entry in Payment Methods. You can now apply another payment type to complete this order. Click the Order Picked Up box on the upper right-hand side of the order screen. Dove POS 5.0 Release Notes 1

5 GPS Interface with Delivery Manager Module The Delivery Manager Module now interfaces with Garmin GPS devices giving you the ability to transfer delivery routes directly into a GPS device, making deliveries easier for your driver. 1. To use the GPS Export feature, you need to have the Delivery Manager Module installed on your system. 2. Click the Delivery Manger tab located on the left-hand navigation menu. 3. Create your trip as usual. 4. Before clicking the Create Trip button, check Optimize Stops if desired. You must check the View Maps checkbox to use the GPS Export feature. 5. To begin the export to your GPS device, make sure the GPS Export box is checked. 6. Next, connect the GPS device, then click Create Trip. Dove POS 5.0 Release Notes 2

6 7. Click Print Trip Sheet in MapPoint. The data is transferred to the GPS device. You will receive a confirmation message when the transfer is complete. Dove POS 5.0 Release Notes 3

7 Pick Up Order Type The Pick Up order type allows you to enter an order intended for pick up at your shop. The Pick up order can have the payment type of Cash on Delivery (COD). To create a Pick up order: 1. Select New Order > Pick Up Order from the left-hand navigation menu. 2. Enter the date and time the customer will pick up the order. 3. Customer Last Name is required for Pick Up orders, but it s a good idea to enter all of the customer s information for marketing and recordkeeping purposes. On the Pick Up Order screen the customer information is entered in section F6 Payment Information. Complete the order as usual, by selecting product and payment type. Dove POS 5.0 Release Notes 4

8 Quick Link to eflorist Website Dove POS 5.0 has added a quick link to your eflorist website. This new functionality will make it easy to find bouquets and products while on the phone with customers, allowing you to improve your customer service. To access, click Links in the menu bar. Your shop s URL will be the first link displayed in the drop down menu. In the example, the URL is Quick Link to Stems&Bunches Dove POS 5.0 has added a quick link to Stems&Bunches. This will make it simple for you to place or check your Stems&Bunches orders. To access, click Links in the menu bar. The Stems&Bunches link will be the last link displayed in the drop down menu. Dove POS 5.0 Release Notes 5

9 NOTABLE CHANGES Activity Histoy The Activity History can now be displayed by a date range. Enter the beginning and ending date search criteria in the appropriate boxes at the top of the Activity History screen. If the Activity History is more than one page long, the navigation arrows located in the header bar will become active. You can then use the arrows to page through your activity history. Lookup Related Changes The Order/Invoice Lookup screen has an additional field, COD. If an order has a COD method of payment, the COD column will contain a checkmark. The Dove ID Sequence number displays on the Lookup screens. This functionality is also available on the Order Display form and prints on the workticket and superticket. You can now double click the green arrows on the lookup screen to more easily navigate through the lookups. You can double click the Left Arrow to go to the first page of lookups. You can also double click the Right Arrow to go to the last page of lookups. The Customer Maintenance screen now has a link that will allow you to view the order. The link is located underneath the Trans. ID. After clicking the link to access the order, you can then print, send via , duplicate or edit the order. Dove POS 5.0 Release Notes 6

10 The Local Delivery and Wire Out screens for all order forms now contains a second telephone number field, allowing you to enter more than one phone number. Order Related Changes F8-Recipient Section The Recipient section of the Carryout Order and Pickup order now include a Card Message field and Occasion Type field. Another addition to this section is the Order Reference field at the top of the form. This field can be used for the Recipient Name or a reference number such as a purchase order number. Order Display Screen The Carryout and Pick up Order Display screens and reports now displays the customer name next to the payment type. This will be helpful when an order has multiple payment types. Take Payment Screen The Take Payment screen now displays the address and a No Marketing checkbox. This functionality is available on ALL order and payment types. Thermal Receipt Printers Thermal receipt printers now interface with Dove POS. These printers are faster and quieter. Worktickets and Supertickets When an order has been modified and you click the Save Changes button, a small popup box appears on the screen with Print Workticket/Superticket? message. Click the Yes or No button. If you click Yes, the document associated with the order will print. If you click No, the changes to the order are saved, the screen closes and the document associated with the order DOES NOT print. Dove order numbers will now appear on supertickets. The number will display in the Order Notes section and the Sender section below the shop name and address. This new enhancement will allow designers and delivery drivers to track those orders. ZIP Code ZIP+4 functionality is now supported throughout Order Entry and Customer Maintenance areas of Dove POS. Dove POS 5.0 Release Notes 7

11 Report Related Changes You can now run a Pick Up Order report. You can create this report by Order date range or Schedule Pick Up date range. It can be filtered by All Orders, Orders Picked Up and Orders Not Picked Up. Now you can have a listing of orders to be picked up for the day and which, if any, require payment. The Invoice Detail Report now displays the Customer Name. The Customer List Report can now be filtered by House Account Customers and Non- House Account Customers. The Product List Report can now be filtered by department. The Invoice now displays the Delivery Date next to the Order Number. Other Changes The Advanced Marketing module now contains sample wording in All Recipient Direct Mail Letters and Post Cards. The My Shop screen now displays your shop s name instead of the phrase My Shop. You can now add ZIP Codes for validation that are specific to your area. Pending Settlement Maintenance allows you to mark a credit card batch as settled. It also allows you to clear the In Progress status to enable the settlement to be submitted again. Dove POS 5.0 Release Notes 8