DRS HELP DESK

 
 

 
Knowledgebase : Sales Info > DRS Add-ins

Follow this procedure when you need to change the store address on file for a licensed DRS product.
IMPORTANT: Bundled suite users only need to perform these step for one add-in the bundle to obtain keys for all add-ins.

  1. Make a copy of current address listed in Manager, File, Configuration, Store tab.
  2. Change address to desired entries.
  3. Run the DRS application you need to license (example, Power Ops).
  4. Answer Yes when prompted to enter a new key.
  5. Click envelope icon and follow instructions to request a license key from our registration office.
  6. Change address back to original from Step 1 and wait for replacement key.
  7. When new license key arrives, repeat Steps 2-4 and enter the new key when prompted.

If you are running a suite of our add-ins such as the Bicycle Bundle or RMS Toolkit, you only need to request a key for one app to obtain all keys. 

IMPORTANT: Replacement keys are only available if your AMP (annual maintenance plan) is active or you are running the current release edition of the software. If not, you'll need to renew an AMP when requesting a replacement key. Our registration office will notify you if this applies to your license.

 

 

Serial Editor allows you track the condition of serialized items including date assembled and by whom.

Serial Editor is installed with our Bicycle Bundle or can be ordered separately. Contact our Sales office for more information at 800-322-9471.

Once installed Serial Editor can be run from POS or Manager. Options include the ability to create temporary serial numbers (box numbers), assign assembler ID and date of assembly, and view sold units for any product.

Serial Editor can also be used at POS to quickly locate the status of any serialized item (built or in a box).

Serial Editor replaces the need for paper-based control tickets.

Serial Editor can also be run standalone at a service dept PC to manage assemblies where Store Operations is not installed.

Starting in 2004 DRS add-in software included support and updates for 12 months with original base license fee. Afterwards support was available at PPI (pay per incident) rates plus lapsed plan renewal fees to update outdated versions before servicing. Renewal rate ranged from 18-100% of base license fee depending on length lapsed (over 2 years = 100%). PPI support rates were $125/hr, one hour minimum.
Add-ins suites were calendar year based with renewal due by 1/31 each year.

Starting in 2012 --
- We switched to 12 month licensing (not calendar year based) and lowered prices for our add-in software by 60-75%.
- Unlimited support and updates are included for the first year then the required annual maintenance plan (AMP) is 50% of the base license. A license expires on the last day of the month the renewal is due.
- Users running add-in suites (RMS Toolkit, Bicycle Bundle, Hobby Bundle) also qualify for 1st tier support for RMS including suggested updates.
- We created a 24/7 help desk site with self-help knowledgebase with moderated access for users based on their product licenses and SLA.
- We dropped callback phone support and added instant live chat support to our help desk available 9am-6pm weekdays, end-user's local time. After-hours and emergency weekend support is also available from same site on a PPI (pay per incident) basis.
- A license renewal warning appears in the title bar of an app on the first day of the month the renewal is due. This warning blinks during the last 15 days plus a pop-up register form appears with instructions during the last 5 days. You can renew at any time by selecting About, Register in top menu, click the envelope icon, and follow the instructions to request a key from our registration office. Our registration office will reply with a link to purchase the correct renewal AMP.

Users running outdated software editions can renew a license at any time without penalty or lapsed plans fees by purchasing an AMP (annual maintenance plan). AMP renewal includes all updates and support plus access to our 24/7 help desk resources on a continuing basis. 

IMPORTANT: These licensing terms and requirements are posted on our website and shopping cart pages as well as within the license terms defined in the software. You agree to these terms when you install and license our software.

Service Manager is no longer sold by seat license. The current release is 3.0 which is licensed like other DRS add-ins (station count per network). To upgrade to 3.0, you'll need to renew AMP (annual maintenance plan) at:

http://store.digitalretailer.com/Service-Manager-AMP-3-5-PC-730/  (select license bracket that matches your station count as shown in Store Operations Manager, Database, Registers, Register List, upper right)

You can download and install the upgrade from the Downloads section on our knowledgebase (KB). 
Installing the upgrade starts a 30-day trial during which time you can request your upgrade key. 
Full functions (create/edit/schedule/notify/view/recall) are available on all PCs within your licensing bracket.
You can elect to install the app on all or selected PCs within your licensing bracket.

 

DRS Status Window with Margin Calculator and Order Alert

This custom status is installed in POS when your purchase one of our add-in bundles. Contact our Sales office for more information at 800-322-9471.

You may need to size the Status Window at each POS station to fit properly. To do so press Ctrl-F6 in POS, select Transaction Screen, Display HTML Status/Height and enter 14-18%. The exact figure will depend on screen size and resolution settings for that workstation. Try 14% to start.

If any of your stations are set to 800x600 resolution try 18% for Status Bar, 14% for Custom Buttons, and 10% for Function Keys. If your POS station is using a larger font setting than normal, you will need a scaled down version of the status window for those stations. Let us know if this is the case.

To maximize content without scrolling you may need to change your date format to show two digit years not four. To do this go to Control Panel | Regional Options | Customize | Date | Short Date Format and change the format to M/d/yy.

The DRS Status Window lists the following customer information:

- Lifetime Sales
- Total Savings (discounted sales)
- YTD Sales
- Last Sale Date
- Last Serialized Item Purchased (if serialized items are defined in your system)

1st column: Custom Text fields
2nd column: Custom Number fields
3rd column: Custom Date fields

A fair amount of space allocated to custom fields may currently be unused at your store. However, we will be adding features in the future to take advantage of these fields. If you'd like to see where these fields are defined, go to Manager | File | Configuration | Captions. Defining these fields allows you to enter more information for a customer under the Additional tab in Customer Properties.

4th column: Account Status -- customer since mm/dd/yyyy, number of Visits, Price Level, Discount percent, Balance, (I)tem margin, (T)otal margin, Workorders, Layaways, Backorders, Holds, and Quotes.

W/o,Lay,B/o,Hld,Q color coding: Bolded entry for numbers and dollars, blinking dollars in red if balance due on account; text color is dependent on money owed versus credit.

(T)otal margin is displayed continuously.
(I)tem margin is displayed whenever the cursor is moved to a specific ILC.

I: and T: will not appear unless the Cashier's security priviledge has been set to 'Allowed to view cost information' under Managers | Cashiers.

TIP: If a customer ever asks what the I and T figures mean, we suggest you train your staff to say:
I = "Internal Index"
T = "Transaction Code"
;-)

If the screen colors on a workstation are not set to 16-bit or higher, the transition background won't look as intended. We can remove the background color or transition effect if needed, or can supply a different color scheme upon request.

TIP: You can quickly play "what-if pricing" in POS by cursoring to an item's price and changing it there. The new margin will display instantly in the DRS Status Window.

Let us know if you have any problems or suggestions for improving the DRS Status Window.

DRS add-ins price list: http://www.digitalretailer.com/media/DRS-PriceSchedule.pdf

Most DRS add-ins are priced by the total number of PCs running RMS on the local network. This means your license is based on the size of your RMS network, not just the PCs you decide to install the apps on.
Most apps are designed to run on both POS and Manager stations and run standalone. Different functions are available in POS versus standalone operation. For this reason we recommend installing our apps everywhere. 

Station count for RMS is shown in Store Operations Manager, Database, Registers, Register List. See upper right and compare this count to our price grid. You can elect which PCs to install within your licensing bracket (1 PC network, 2 PC network, 3-5 PCs, etc.).

Every PC on the network should be assigned a register number whether used to run POS or Manager. This ensures the temp files for SQL Server are not cross-linked, especially on worksheets like purchase orders, transfers, or physical inventory count sheets.

Note: AMP (annual maintenance plan) renewals are 50% of base license price.

IMPORTANT: We only support and license the current release editions of our software. The current edition is warranted to work with all versions of RMS. We do not retain old installers, key generators, passwords, or license keys for outdated software.

If you need to install a DRS add-in on a new PC, or upgrade an installed PC to the latest version, you can download the current edition installer from the Downloads section on our self-service Knowledgebase (KB). This resource is available 24/7 to all registered users. Once registration is approved, locate the download section by selecting Knowledgebase, Self-Service, Downloads, Installers, DRS Add-ins (click on titles to drilldown). Next locate the article that applies to your add-in(s) and follow the step by step instructions.

Once the upgrade is installed, run the application, select About, Register, click the envelope icon and follow instructions to request a key. Our registration office will reply with AMP renewal instructions. An AMP (annual maintenance plan) provides you with all updates, fixes, and support for 12 months.

Note: Upgrades will run for 30 days without a key. If your AMP is active, the current license key will continue to work until the expiry date. You only need to request a key if an expiration warning is displayed in the title bar of the application.

The Lite edition of the Bicycle Bundle only includes utilities with direct supplier link functions such as DRS Linker, Power Ops, JumpStart, PO Loader, and DRS Tools.

The full edition of the Bicycle Bundle adds productivity tools such as AutoGen, Special Order Tracker, Serial Editor (assembly control), V.I.P. Zone (customer capture/list extraction) and Service Manager. The full edition also includes 1st tier support for your qualifying version of RMS.

Either version can be licensed with Linker SE to support SmartEtailing.com's POS Sync or Buy Local Now.

Run the application, select About, Register, then click the envelope icon and follow the instructions to request a license key.
If this is your initial purchase, our registration office will provide a quote for your approval. Once approved, we will issue a license key. 

Here are the instructions from MS Dynamics support for recalculating purchase history.

Notes:

1. Perform steps below on your HQ db after-hours (stores not open).
2. Make backups of HQ db and store db’s before proceeding.
3. The Select statements list accounts that will be affected so you can preview the changes. The Update statement makes the changes. These queries could result in a large number of customers updating on the next 401.
4. After the scripts below have been processed, run a Worksheet 401 to synchronize HQ with each store.


Run scripts using HQ Administrator, File, Connect, enter db password, then Query, New. Cut and paste each select or update statement into the query box, then F5 or green arrow icon to run. Repeat cut, paste, and run with each statement in the order indicated. 

A. TotalVisits/TotalSales

Select Statement (this will select the customers that will be affected):

SELECT Accountnumber,Lastname,Firstname, Customer.TotalSales as CurrentTotalSales, Customer.TotalVisits as CurrentTotalVisits, A.TotalSales as ComputedTotalSales,A.TotalVisits as ComputedTotalVisits FROM Customer LEFT JOIN (SELECT CustomerID, COUNT([Transaction].TransactionNumber) AS TotalVisits, SUM(Total-Salestax) AS TotalSales FROM [Transaction] GROUP BY CustomerID) A ON Customer.ID = A.CustomerID WHERE Customer.TotalSales <> A.TotalSales or customer.totalvisits <> A.TotalVisits

Update Statement (this will correct the TotalVisits/TotalSales):

Update Customer SET Customer.TotalSales = A.TotalSales, Customer.TotalVisits = A.TotalVisits FROM Customer LEFT JOIN (SELECT CustomerID, COUNT([Transaction].TransactionNumber) AS TotalVisits, SUM(Total-Salestax) AS TotalSales FROM [Transaction] GROUP BY CustomerID) A ON Customer.ID = A.CustomerID WHERE Customer.TotalSales <> A.TotalSales or customer.totalvisits <> A.TotalVisits

B. TotalSavings

Select statement:

SELECT Accountnumber,Lastname,Firstname, Customer.TotalSavings, A.TotalSavings FROM Customer LEFT JOIN (SELECT CustomerID, SUM((FullPrice-Price)*Quantity) AS TotalSavings FROM TransactionEntry LEFT JOIN [Transaction] ON TransactionEntry.TransactionNumber = [Transaction].TransactionNumber AND TransactionEntry.StoreID = [Transaction].StoreID GROUP BY CustomerID) A ON Customer.ID = A.CustomerID WHERE Customer.TotalSavings <> A.TotalSavings

Update Statement

UPDATE Customer SET Customer.TotalSavings = A.TotalSavings FROM Customer LEFT JOIN (SELECT CustomerID, SUM((FullPrice-Price)*Quantity) AS TotalSavings FROM TransactionEntry LEFT JOIN [Transaction] ON TransactionEntry.TransactionNumber = [Transaction].TransactionNumber AND TransactionEntry.StoreID = [Transaction].StoreID GROUP BY CustomerID) A ON Customer.ID = A.CustomerID WHERE Customer.TotalSavings <> A.TotalSavings

C. Last Visit

Select statement:

SELECT Accountnumber,Lastname,Firstname, LastVisit as CurrentLastVisit, a.maxtime as ComputedLastVisit FROM Customer LEFT JOIN (select customerid, max([Transaction].Time) as MaxTime FROM [Transaction] GROUP BY CustomerID) a on a.customerid = customer.id where Customer.LastVisit <> a.maxtime

Update statement:

UPDATE Customer SET Customer.LastVisit = a.maxtime FROM Customer LEFT JOIN (select customerid, max([Transaction].Time) as MaxTime FROM [Transaction] GROUP BY CustomerID) a on a.customerid = customer.id where Customer.LastVisit <> a.maxtime 

After the steps above complete, run a Worksheet 401 to synchronize HQ with each store.