AIMsi Version 9.0 Features

Inventory

A Stolen Item Tracking system has been added. You are able to add items that have been reported as stolen, view them, and report on them. In addition all of the programs that allow you to take in potentially stolen items (Rcv Consignment, Trade-In, Purchase, Service Ticket), will notify if the item is in the stolen item list. You can search in inventory history to see stolen items by sku, model, or serial number.
A new coupon field has been added to the inventory record. Anything you add to this field will print on a new receipt. You can use this text as an incentive to get the customer to come back to your business by offering discounts free services etc. Typically this would be used on a small receipt printer.
The Search Serialized Inventory program results can be printed, sent to a spreadsheet or emailed.
You can print the results of the Sku/Serial tab, the Individual Serial #'s tab and the Display inventory tab in display inventory.
The Inventory Count by Category report can show the available quantity on hand rather or the computer quantity.
Non Inventory Categories can be added to Package Deals.
Some new features have been added to the Inventory Management routines. You can now set certain transfer categories to be included in all three of the min/max routines. You can also set at the store level which store's store to store transfers will be factored into those same calculations.
A new breakdown sku feature can be used to break down a sku to replenish other skus. They can be set to automatically transfer a certain quantity of items to another sku behind the scenes or you can set the system to prompt you to pick which sku you are taking quantity out of at the time of the sale. There is also another program that can be used to view those items that are low on quantity so you can breakdown the appropriate items before a shift. This is ideal for skus that come in multiple package sizes.
There is a new system variable called FutureOrderDays. This variable causes the system to not count any orders whose estimated receiving date is that many days or more into the future for the purposes of figuring out the quantity available and quantity to order for various programs.
The physical inventory process will now make an entry into the inventory transfer files so that you have an audit trail of quantity adjustments.
Physical Import files are now tracked. There is also a new report that you can use to view the files used during the physical process. They can be vied by system date or the today date as set in the import program, and can also be filtered by location.
You can now add your own punctuation/delimiting between the various fields that can be used to when setting up the way your item descriptions are calculated.
The transfer store to store receipt can now be printed in the small receipt format.
The transfer store to store receipt now has an optional system comment available.

POS

A new payment method for ACH has been added. This will allow you to do a one-time ACH payment. The One-Time ACH and Autopay ACH’s will now show up in menu option Credit Card Options/ACH Export. This will create an export file that is compatible with Treasury Software. Treasury Software is a third party application that will create a properly formatted ACH file and transmit it to your bank. Treasury Software can be purchased from Tri-Technical Systems.
If you try to add a sku to an invoice for a customer that has an order with a quantity that needs to be invoiced, you will be prompted to pull in the order instead.
Anywhere you can pull in an order (Sales Invoice, Approval, Service Ticket, Etc) you can now view the contents of the order before you pull it in so you can preview the status of the order line items and see the notes.
Non Inventory category numbers can now be between 100 and 500.
You can now have sub categories under your non inventory categories.
You can setup categories and non-inventory categories so that the price of the item includes tax. The sales invoice screen will back out the tax from the item automatically.
You can now designate certain workstations to suppress all point of sale reminders. This will make working on your back office machines much faster, while your POS workstations will still suggest add on items and reminders.
You can set your back office workstations to completely disable the prompt for email reminder when selecting a customer.
Custom security levels have been added to payment and return categories.
You can set payment categories to require a reference number. This is useful for check based payment categories so your employees will be required to enter the check number used.
Added a new system variable that can be used to either remind your salespeople to take a layaway down payment, or require that a layaway has a down payment before it can be saved. You can also set it up to require the down payment to be a certain percentage of the layaway total.
The paid out receipt now has an optional system comment available.
Added touch screen support for sales invoices. We have added another point of sale screen, designed from the ground up to be compatible with touch screen hardware. The touch screen invoice program supports scales for the sale of items based on weight.
A new program was added to change the estimated delivery date for a delayed delivery.

Customer

There is a new Advanced Search feature in the customer search screen. This will allow you to search by any phone number, email and legacy number.
The system can now check for duplicate customer by email address.
You can assign different colors to a contact management records. This is helpful when an associate has many outstanding records and they would like to prioritize them by color.
You can now attach up to 5 tax authorities to a zip code. When adding a new customer it will default to the tax authority that is associated with the zip code. If more than one tax authority is associated it will prompt the employee to pick on.
There is a new method available for sending email blasts. You can now setup your emails in HTML. You can use any of the word template tags in your emails except for the ones that are tables. You can use the Mailing/Letters program to send the HTML email blasts. Using this method should reduce the time it takes to send your email blasts because it no longer has the overhead from Microsoft Word when sending.
We have added a new selection to Mailing/Letters program. This is a last activity field, and can be used to send a letter to a customer who has not had any account activity since before that date. This would be useful for sending out a blast to customers who haven't been in your store in a while.
Customer Image can now be saved with a customer record. The image can be displayed on the Add/Change Customer program and the Customer History program.
New report to list sales by zip code. This report will analyze your sales grouped by zip codes.
You can now view or reprint Suspended Sales from the Customer History program.
There is a new system comment for Mailing/Letters. This will allow you to pass along an additional message when you are emailing letters.
There is a new report called list open tabs. This report will list any outstanding tabs that are saved in the touch screen invoice program.
A new Collection Account Payments report has been added to list any customer accounts that are in collections that have made any type of an open account payment (rental activity, short term rental activity, sales invoice, service ticket, etc.) since they have been put into collections.
Customer Memberships can be used to track membership sales and membership usage.
A new Value Pak system has been designed to allow you to sell a customer a package of services that can be redeemed at a later date. For example, you may have a special deal where a customer can purchase 12 services for the price of 10. The system will track how many services the customer has left to use.

Short/ Long Term Rentals

A new report has been added that will analyze inventory that has been on a short or long term rental. This report will give you the number of days and percentage of days a serial number has been out on rent and will give you the income for that serial number. For accessories it will tell you the total number of times an accessory has been rented, and the number of rents per day along with the income it has generated.
Declined rental autopays will make a correspondence record, which will show up in the view correspondence program. We have also added a shortcut to that program in the view rental history program. This will help you tell exactly when and how many times you attempted to collect on an overdue rental.
You can now pull in past customer rentals into the Short Term Rental/Reservation program.
You can now track rental credit that has been used. The system variable TrackRentCred when enabled will cause AIMsi to make additional entries whenever rental credit is used in the system so you can track on a per contract basis how much credit has been accrued, used, and how much is left.

Purchase Order

Added a new system variable that can be used to either remind your salespeople to take an order deposit, or require that an order has a deposit before it can be saved. You can also set it up to require the deposit to be a certain percentage of the order total.
The Blanket Discount button has been added to the Order Entry programs.
An accept backorder override can be set at the vendor level.
There is a new report called List Order Totals that will show each order, the customer's information and the items on the order broken up by employee. This report is useful for helping employees follow up on their orders.
Added a new report called List Order Items. This report will list all items on an order that can be filtered by orders with certain problem codes only. This way you can quickly see information about any order where one or more of the line items had a specific problem code so that it can be followed up on.
You can now import serial numbers from a hand held scanner during receiving.
When receiving more than ordered on a customer order, there is a checkbox in the receive inventory program that will automatically move the excess quantity to a new stock order, mark it received, invoice it, and un-allocate the extra quantity of that sku from the customer order.
An optional default shipping method can be setup for the Order Entry programs.

Accounts Payable/General Ledger

These two modules are so awesome that we couldn’t come up with anything to make them any better.

Lessons

There is a new report called Instructor Analysis. This report will analyze student adds, drops, and retention by instructor.
A new field has been added to the instructor record for Social Security number. This information can be printed on the instructor payments report.
Declined lesson autopays will make a correspondence record, which will show up in the view correspondence program. This will help you tell exactly when and how many times you attempted to collect on overdue lesson invoices.

Service

AIMsi will now track service ticket status changes. The change history can be seen in the Service Ticket program and printed via report.
Service tickets can now popup the advertising table and track advertising information.

Active-e

You can now send out Text Messages from AIMsi. This is very similar to the Phone Notification system.
You can now setup custom image sizing for Large, Medium and Icon images.
There is a new report called E-Commerce Sales. This report will list out the line items and customer information for different types of e-commerce sales (Amazon/eBay/Shopping Cart).
You can now keep your active-e shopping cart updated with real-time inventory quantities.

Miscellaneous

Added a new report in the reprint section of the report catalog, this will be a program that can be used to reprint any type of invoice. Hitting F6 in the reference number field will pop up a window that will list all the different invoices in the system for you to choose from.
You can add tags to notes on most receipts. This will allow you to create notes on a ticket or invoice that can be seen by employees but that will not be printed out on the receipt.
We have added a new system for taking reservations. This can be tied in with the point of sale screen so you can take reservations, sell items, and check people in all from the same screen. Additionally this was all designed from the ground up to be compatible with touch screen hardware.
You can now setup a default word document printer. This will set the printer selection form to default to a different printer whenever the system is printing a word template.
You can now setup a default number of copies for word templates.