Version 5.6 Service Pack 1 is just around the corner. What is in store for you in this update? Full unification with Clubessential, automatic database maintenance, multi-record edit and much more. Read more below to get more details.
Highlights
Clubessential / ClubSoft Platform Unification - The ClubSoft Office and POS products have been fully unified with the Clubessential product suite. This will allow existing Clubessential clients to link their ClubSoft membership database to their Clubessential online roster with out any manual processes. Additionally, users of the NetCaddy reservation products will have access to a fully integrated POS experience, where activity charges can be processed live in the POS from reservations made in NetCaddy and Event Manager.
Automatic Database Maintenance - The ClubSoft Service will now attempt to perform basic database maintenance automatically each night. Previously, maintenance plans were only available for users of SQL Standard, and were difficult to configure and manage. In Version 5.6 SP1, those maintenance plans are built into the product for all users and will execute nightly to update commonly used table indexes.
Conditional Grid Formatting - All of the main management grids have a new feature to allow for conditional formatting. This allows a user to define a condition for a column value and a display format for that cell or row. For Example: Highlight all members in red that have a balance in the over 90 column. These conditional formats are included when exporting the grid to Excel.
Multi-Record Edits - The following grids have been updated to allow a user to modify a single field on multiple records at one time without opening the main record. To access, select the "Multi-Edit" option on the grid, and then select the field and value you wish to change. This is a bulk operation and will affect all records selected on the main grid.
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Member Fields: Approval Date, Birthday Date, Elevated Spouse Privileges, Gender, Join Date, Late Fee Exempt, Member Groups, Member Status, Member Type, Minimum Adjustment Amount, Print Statement Details, Renew Date, Resignation Date, Tax Exempt, Web Restrict, Web Roster Visible, Wedding Anniversary Date
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Employee Fields: Birthday, Employee Groups, Employee Status, Employee Type, Gender, Hire Date, Locked, Release Date, Salaried Employee, Training Mode
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Vendor Fields: Inactive, On Hold, Terms, Vendor Category, Vendor Status
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Item Fields: Active, Allow Inventory Override, Apply Member Discount, AR Account, Ask For Name, Ask For Price, Ask For Quantity, Ask Guest Member, Asset Account, Auto Increment Cover, Auto Increment Seat, CO GS Account, CO GS Adjustment Account, Comp Account, Credit Book Eligible, Daily Special, Disable Discount, Discount Account, Fractional Qty, Golf Round, Hide In PO S, Inventoried Item, Inventory Adjustment Account, Item Category, Item Price, Item Price For Member, Preferred Vendor, Print On Pay, Print On Settle, Print Same Line, Rewards Credit Account, Sales Account, Tax Inclusive, Track Member History, Track Qty Countdown
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Item Category: Asset Account, Auto Increment Cover, Auto Increment Seat, Category Type, CO GS Account, CO GS Adjustment Account, Comp Account, Cost Percent Of Price, Default Course, Discount Account, Inventory Adjustment Account, Item Group, POS Display, Print On Pay, Print On Settle, Print Same Line, Rewards Account, Rewards Eligible, POS Message, Sales Account, Tipable
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Item Group: Asset Account, Category Type, COGS Account, COGS Adjustment Account, Comp Account, Discount Account, Inventory Adjustment Account, Rewards Credit Account, Sales Account
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Item Combos: Auto Increment Cover, Auto Increment Seat, Combo Type, Item Category, No Modifier Upcharge, Print Same Line
New Inventory Transaction Summary Report (Buyers Report) - A new report as been added to make it easier to account for inventory activity over time. The new Inventory Transaction Summary report is designed to be an Excel exported report with details to display beginning balance, receipts, adjustments, sales, cost and margin.
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Report Fields: Beginning Quantity, Beginning Cost, Beginning Extended, Received Quantity, Received Cost, Received Extended, Adjustment Quantity, Adjustment Cost, Adjustment Extended, Sales Quantity, Gross Sales, Sales Discounts, Net Sales, Sales Cost, Margin $, Margin %.
Comtrol / Lodging Link Interface - A new system integration has been added to allow the POS application to settle ticket to a 3rd party PMS folio (guest room) using a the Lodging Link device by Comtrol.
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Compatible PMS Systems: A full list of compatible PMS systems is available at the following link. Supported Comtrol Property Management Systems
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New Charge Settlement Type: A new charge settlement type has been added to support posting charges to the PMS. When selected at POS, the system will prompt the server for a room number. Once provided the POS will contact the PMS system to retrieve a list of valid guests for that room number and the POS user can then select which guest to settle the transaction to. If the room is invalid, or none of the guests are allowed to post charges then the POS system will inform the user.
