Feature Release: Edge Version 26.2

Version 26.2.5.902

This release marks the beginning of a more modern Edge experience, along with additional features, fixes, and quality-of-life improvements designed to make everyday work in Edge easier and more efficient. Scroll down to learn more

Single Store UpdateMulti-Store Update

Major Features

New Desktop UI

Modernized Edge Interface

Introducing the newly designed Edge desktop, the first phase of a larger plan to refresh Edge’s interface. The rainbow-colored tabs you’re used to seeing at the top of Edge have been replaced with an expandable side menu giving you more workable space while reducing screen clutter. New personalization options allow you to customize buttons with preferred icons and colors, helping you tailor this new interface to your own personal workflow and visual preferences.

Navigating Edge has never been easier with the newly added search bar allowing you to search Customers and settings, as well as the ability to set favorite Edge functions to organize your most frequently used features conveniently at the top of each menu.

NOTE: This new desktop needs to be activated manually (toggled to True) with a new System Option. No additional preparation is required before switching to the new Desktop UI. However, if you switch back to the previous desktop, any changes made while using the new Desktop UI will be lost.

Full Feature DocumentTutorial Video

List View Overhaul

Quick Search, Saved Views, and Faster Workflows with Updated List Views

List Views throughout Edge have been revamped to make everyday business management faster and more efficient. With new search capabilities, you can quickly locate the records you need without manually scanning long lists. Each search field conveniently states what search options are allowed for each list.

The ability to save custom views also makes it easier to return to frequently used list layouts, helping your team stay organized, work more consistently, and spend less time repeating the same setup steps. The Most Recent option from the dropdown menu was added so you can quickly generate a list with your recently used selections without taking the time to save presets or manually check each option again.

Full Feature Document

Desktop Search

Search Efficiently Across Edge, Your Way

Desktop Search lets you search across selected areas of Edge from one convenient location, helping you quickly find Customers, Items, Repairs, Sales, Special Orders, Appraisals, and more. When you find a Customer, you can even add them to POS directly from the search results, saving additional steps and keeping the sales process moving.

Choose which areas are included in Desktop Search based on what’s most relevant to your store. Uncheck any options you don’t need to narrow your results, reduce unnecessary searches, and help improve overall search speed.

Full Feature Document

Minor Enhancements

Manual Only Sales Tax

Admin

A new 'Manual only - select at POS' checkbox has been added to Sales Tax Definitions. When enabled, the tax definition will not be applied automatically and must be manually selected at POS when applicable.

This option was developed to accommodate South Carolina’s sales tax reduction for qualifying customers age 85 and older, allowing the appropriate reduced tax rate to be applied only when the customer qualifies and requests it.

Full Feature Document

IGI Integration

Stones

Previously only available through an integration with GIA, Edge now also integrates with IGI (International Gemological Institute). Using the stone’s IGI certificate number, you can automatically bring in key grading information such as cut, finish, dimensions, and quality characteristics using the Import Stone button located on the Stones tab.

Full Feature Document

Most Recent Activity

Desktop UI

Part of the new Desktop UI, the Most Recent button displays the 10 functions most recently accessed in Edge. Recent Activity is not tied to a specific Associate login; it reflects activity from anyone using Edge, making it easier for any user to return to work that was recently accessed.

Select any function shown in Recent Activity to open it again without navigating through the full menu structure. This is especially helpful when moving between tasks or returning to work that another user recently accessed.

Memo Out, Layaway, and House Account Additions

Notifications

Continuing to expand the Notifications feature, Edge provides more proactive and efficient ways to keep both customers and associates informed. Instead of relying on manual follow-up, your customers can now receive timely reminders and updates automatically, providing them with gentle reminders about important account activity, due dates, and/or balances. Notification additions:

• Memo out – Days with No Activity
• Layaway – Days Since Last Payment
• House Account – Days Since Payment

Metal Pricing Default Weight

Inventory

A System Option was added under Inventory options allowing you to select a default weight for your Metal Pricing Calculator. This will be the default weight option that displays automatically when launched. Select from grams, pennyweight, troy, or ounce.

Export Raw Items

Inventory

A new Export Raw Items to Excel option has been added to the Supervisor menu for Item Lists as part of the List View Overhaul feature. Having raw item details available in Excel can help stores audit inventory, identify data inconsistencies, compare Item attributes, support reporting needs, and make more informed merchandising or purchasing decisions. This added flexibility gives your team a faster way to work with Item-level data while taking advantage of the improved List View experience.

Country/State Filter

Customers

Easily find customers by location so your store can deliver more targeted marketing campaigns, region-specific communication, and better local engagement with the addition of the country and state search options added to the Find Customers filter.

Particularly beneficial for stores that ship a lot of items, filtering by location can help identify where your customers are concentrated helping you plan advertising and expansion strategies. Checkboxes allow you to search by multiple states or one.

Quick Customer Add

Customers

A new Fast Add option provides a simplified customer entry screen that focuses on the most important customer details. Create Customer records in fewer steps and spend less time entering information during busy sales interactions. Fast Add complements the full Customer Add option, which is still available for capturing customer preferences, sizing, and other detailed information.

Repairs/Custom Job Find Filter Additions

Services

The Status/Dates tab on the Find Repairs/Custom Jobs window has been expanded to include additional filtering options that were previously only available on reports. You can now use the Jeweler dropdown, along with the Marked Jobs Done and Marked Tasks Done dropdowns, directly from the Find window to quickly narrow down Repair and Custom Job results. This makes it easier to locate Jobs by assigned jeweler or completion status without needing to run a separate report.

Copy To Associate

Associates

A new Copy To option has been added for Associates, allowing you to quickly copy saved security Permissions from one Associate to one or more other Associates with the same security clearance. This helps streamline Associate setup by eliminating the need to manually assign the same Permissions repeatedly, cutting setup time in half while helping maintain consistent security access across your team.

Show Cost on Purchase Orders

Purchase Orders

A new Show Cost printing option has been added to Purchase Orders, giving you more control over the information included when printing a PO. This option can be found under PO Settings and allows you to choose whether cost details should appear on the printed Purchase Order. With this added flexibility, you can easily produce Purchase Orders that include cost information when needed, or hide it when sharing copies with vendors or other parties.

Email Authentication Methods

Administrative

A new Authentication Method option has been added to Email Settings, giving you more flexibility and improved security when connecting Edge to your email provider. In addition to traditional sign-in methods, Edge now supports OAuth, a modern authentication process that allows approved applications to connect to an email account without storing or repeatedly sending the user’s password. This helps ensure email features in Edge continue working reliably while offering stronger protection for customer and business communications.

Donation Report Tax Grouper

Reports

A new grouping option was added to the Donation report that will display tax ID and address for the customer on the generated report.

No Flag Checkbox

Inventory

For customers with websites integrated with Edge, an additional ‘No Flag’ checkbox was added to the Find Items filter allowing you to search for items that are not flagged, when previously only items marked as Always Upload or Never Upload were searchable.

Special Order History

Services

A canceled Special Order with an item attached to it will now appear as a canceled order on that associated item’s history. NOTE: This only applies to fine jewelry items, NOT bulk items.

Store ID Column Added to Blind Counts

Inventory

A new Store ID field has been added to Blind Counts, making it easy to identify which store location each Blind Count is assigned to. Results are now organized by Store ID first, then by case Location, helping multi-store businesses manage and complete Blind Counts more efficiently.

Store Details Addition

Quotes

A System Option was added under Price Quote options that when set to True will allow store details to display at the top of Quotes.

Security & Settings

Associate Permissions

Manage Desktop Menus

Administrative

Allows authorized users to add frequently used Edge functions as shared Favorites by right-clicking and selecting Add Favorite and access the Desktop Menu Management screen for futher customization options. Individual users can still create personal Favorites in My Menu without requiring this permission.

Add or Change Spiff

Inventory

Allows users with permission to add or modify Spiff when using the Change Cost option from the Supervisor menu within an Item record.

System Options

New Desktop Menu

Desktop Options

Replaces the previous Desktop with the new Desktop menu.

• Must be set to True to activate and use the new Desktop UI.
• If you switch back to the previous desktop (toggle to False), any changes made while using the new Desktop UI will be lost.

Point of Sale on Desktop

Desktop Options

Opens Point of Sale within the Edge Desktop rather than in a separate window.

• Not required to use the new Desktop and can be set based on your preferred Point of Sale experience.
• Docking only works with the new Desktop UI. Enabling this option while using the previous desktop will not dock Point of Sale.

Corrective Changes

162 corrective changes are included in this release.

• 10178 — Rewards Balances Duplicating for Split Customers
  Rewards balances were incorrectly being duplicated when two linked Customers with Rewards Cards on their combined account were split into their own individual accounts.
• 11100 — Rewards Prefix in System Option Breaks Generate Card
  If you had any number(s) set as your Rewards Card prefix in System Options you would be unable to generate a Rewards Card at POS selecting Rewards Card > Generate Card. It would incorrectly issue it as a Tender Card.
• 11104 — Cost Appearing on History Tab of Special Orders Ignoring Permission to See Cost
  The History tab of a Special Order displayed cost changes even when no Associate was logged in or the logged-in Associate did not have the See Cost permission.
• 11225 — Rewards Card Unable to be Moved to Another Account
  If you changed the Customer account associated with a Rewards Card, it would show that you moved it to that new Customer but you could not access the Rewards tab or use Rewards at POS because the Rewards balance would still be connected to the original Customer.
• 11283 — Dashboards- Error with Blank Opportunities Budget or Value
  Removing the default values for either Budget or Value when creating Opportunities would result in a 'Null Value' error for either # or $ of Opps Completed Dashboards.
• 11430 — Error Generating Rewards Cards with Tender Card Prefix Set and Rewards Prefix Blank
  Related to BUG-11100. An 'Invalid Card Number' error would occur if you had a prefix set for Tender Cards while the Rewards prefix field was blank in System Options.
• 11453 — Clienteling Profile Showing Incorrect Wish List Pricing
  The Clienteling profile printout used the newest price for an Item's Vendor and Style combination instead of the price saved on the specific Item on the Customer's Wish List, causing the printout to disagree with the Customer's Wish List tab. The profile now shows the price from the actual Wish List Item Record.
• 11490 — Description Suggestions Omitting Details in Item Edit
  Millimeter and Gram weight were being omitted from description suggestions.
• 11496 — Purchase Orders Error Entering Items with Same Style
  In some scenarios, an 'OnOrder record ### has been changed by another user' error message occurred when entering Inventory if 2 line items were entered for the same Style.
• 11502 — Error Modifying Copied Stones Using Receive From Invoice
  When copying the details of a preexisting Item that had Stone details in the Add > From Invoice window, you would encounter a 'You cannot modify a stone from an added part' error message when trying to modify or remove the Stone(s) that copied over while in the Receive Invoice window.
• 11507 — Automation Rules Not Honoring Wish List Filters
  A Wish List Change trigger set up under Admin > Automation Rules would not create a Task when the trigger had Wish Filter criteria applied. Tasks were only created when no filter was set. Automation Rules now honor Wish List filters.
• 11511 — Appraisals - Show Scales Functionality Issue
  Checking the Show Scales button on an RTF Appraisal was not functioning properly.
• 11541 — Rewards Applying to Layaways
  Rewards were incorrectly still being applied to Layaway Pickups even when the line was unchecked instructing POS to not apply Rewards to it.
• 11549 — Cardknox - Text to Invoice Customer Activity Issue
  Customer History was incorrectly logging 'Unknown' when Send Invoice was used at POS. This has been corrected to now display 'Cardknox Invoice Sent' in Customer History.
• 11636 — Custom Item not Created for Items Moved to Done
  Marking a Custom Job done using Services > Move and selecting a Done location would not trigger the Create Custom Item window.
• 11663 — Incorrect Web Data Exported Using Item Data Export Wizard
  If you previously entered Website data managed by Item SKU, then changed the System Option to manage Website data by Vendor/Style code, then incorrect metadata may be exported when using the Item Data Export Wizard when exporting those Items.
• 11776 — Emailed Receipts Only Acknowledging One Item for Pick Up
  If a Customer picked up multiple Repairs or other jobs in one transaction, the emailed Receipt would only acknowledge one of the Items.
• 11780 — Error Returning Layaway Using Return/Adjust/Find SKU
  If an Item was Sold on Layaway and picked up and then tried to Return that Item by searching for it instead of selecting it from the list, then a 'Sale line ### cannot be returned because it is not the original sale line' error message would occur.
• 11808 — Error Running Repair Report with Notification Criteria
  An 'Invalid column name' error would occur when running any Repair-based reports with Notification criteria selected.
• 11990 — Wish List Automation Trigger Issues with Specific Filtering
  A Wish List Created Rule under Admin > Automation Rules would fail to create a Task at POS if you opened the Trigger Filter window and clicked OK without setting any filter criteria. The Rule only worked when the Trigger Filter was left untouched. Wish List Automation Rules now trigger correctly when active Wish List filters are selected.
• 12014 — QuickBooks - Changing Category on Bulk Item Leaves Amount in Transfer Account
  Changing categories on Bulk Items was leaving an amount in the Transfer account.
• 12018 — Returned Cost Adjusted Repair Causing Incorrect Commission Value
  If the cost was adjusted on a Repair and then the Repair was returned and/or adjusted in the future, the negative commission would display an incorrect value.
• 12071 — Formatting Issue with Exported Excel Template Files
  Some data exporters were not formatting Exports correctly, such as PO > Item Import template, leading to the removal of zeroes in Zip codes or other text fields.
• 12076 — Receive Invoice Window Not Calculating 0 Lowest Cost
  If the minimum markup on a Category was set to 0 and you tried using the Receive Invoice (or PO) window to enter Inventory, then the lowest price would take on the markup value (match Retail) and not use the minimum markup.
• 12081 — Rapid Reorder Form Queue Item Issue
  If you ran the Rapid Reorder Form and tried to queue certain Items with 0 suggested quantity, nothing would appear in the Queue Items for Order window.
• 12093 — Export Raw Excluding Stone Details
  Stone details were being excluded from exports when right clicking and selecting Export Raw.
• 12128 — Calendar Omitting Due and Overdue Fulfilled Special Orders
  Special Orders that had been received/matched but not yet picked up by the Customer were still appearing as 'Ready' in the Special Orders Due and Overdue Special Orders lists.
• 12146 — Sales Tax Report Marking Manual Tax on Service Pickups Non-Taxable
  Taxes manually added to Service Pickups, then those Services would be listed as non-taxable on the Sales Tax report.
• 12148 — Error Editing Short Values Under Item Details
  A 'Data not saved' error would occur when editing the Short Value of an Item Detail on Custom Detail fields.
• 12155 — Sold By Returns Report - Joined Items Showing Under No Associate
  When running a Sold By Returns report grouped by Primary Original Associate, the parts used in a Joined Item would incorrectly display under No Associate.
• 12164 — Incorrect Item Counts on the # Items Sold by Vendor Dashboard
  The # Items Sold by Vendor pie chart tile reported inflated or incorrect counts for every Vendor after the first. Only the Today date range returned accurate numbers. All date ranges now report the correct number of Items sold per Vendor.
• 12169 — Incorrect UOM Values on the Not Scanned Report
  During a Physical Inventory, the Not Scanned report returned Cost and Retail values for UOM and IUOM Items that did not match the Item Record or the QOH tab, at times reporting Cost many times higher than the full measure Cost. The units not scanned column also showed the Qty Difference from the Reconcile screen rather than the true on hand amount. The report now reports accurate units, Cost, and Retail for UOM and IUOM Items.
• 12195 — Changing Category on Special Order Overwrites Existing Item Data
  If a Special Order had been ordered through Purchase Orders and if the Category was changed on that Special Order when receiving the Item in the PO, instead of creating a new Item it would overwrite a pre-existing one.
• 12205 — By Zip Report Missing Customer City/State Leading to Duplicate Zip Codes
  When running the By Zip report grouped by Zip Codes, if an address was not on file for that Sale it would look at the Customer's preferred address and pull the Zip from there but would not include the City/State. As a result, the Zip Code could be listed twice on the report.
• 12206 — By Zip Report Not Sorting by Zip
  When Show City/State was checked, the report would incorrectly sort alphabetically by City instead of Zip Code.
• 12214 — Stone Information Missing from Tags for Imported Items
  Items brought in through RCV Invoice > Import Invoice with Stone information would print without that information when using Inventory > Print Tags, even when Stone data values such as Total Diamond Weight were included on the Category's Tag layout. Printing the tag from the Item Record worked. Stone information now prints on tags for imported Items.
• 12225 — Serial Number Copied When Copying Item Details
  BUG-12135 resubmitted. Copying Item details carried over the Serial Number, which should be specific to each Item. This was still occurring when receiving an Item from a Purchase Order. Purchase Order and Receive Invoice now prevent the Serial Number from being copied from an existing Item.
• 12226 — Negative Commission on $0.00 Services in the Commission Report
  When an Associate was set to earn Commission as a Percent of Profit on Services, the Commission report applied negative Commission to all $0.00 retail Services even when the Negative Commission for $0.00 Services filter option was left unchecked. The report now honors that filter selection.
• 12241 — Associate Timed Request Types Being Overwritten with New Types Added
  In some scenarios, existing Timed Request Types were being overwritten with the addition of new Request Types being added to the list.
• 12254 — Automatic Tax Not Accounting for Rewards Used at POS
  When shipping an Item and using Rewards points on the sale, if you used the Automatic Tax look up feature it would incorrectly apply the full taxable amount instead of the amount reduced by the Rewards tender.
• 12296 — Customers Double Charged on Shipping Charges
  Customers were getting double charged on Shipping charges if the System Default was anything other than Zero.
• 12312 — Negative Values Causing Graphic Glitches on Dashboard Goal Tiles
  On a gauge tile using the Store Goals data set, a negative sales total would draw the goal line outside of the tile and overlap neighboring tiles. Negative values no longer cause graphic glitches on Dashboards.
• 12324 — BriteCo - Error Using Button Inside Appraisals
  Using the New BriteCo button from within an existing Appraisal that had not been picked up would return an 'Error Uploading to BriteCo' message, even when the Customer had a first name, last name, and email address on file.
• 12338 — Error Editing an Item Record After Printing an RFID Tag
  After printing an RFID tag from the Tags tab, saving any change to the Item Record returned an 'Item record X has been changed by another user while you were working on it. Please start over' error.
• 12340 — Prior Payments Cleared When Joining Memo Items at POS
  When an in stock Item with a Stock Type of Memo was attached to a Special Order, joining the Items at pickup wiped out any payments made before the pickup and the total reflected no prior payments. Payments were retained if the Items were joined before pickup with a Stock Type of Special Order.
• 12349 — Envelope Printer Using Receipt Printer Settings
  Envelope printer settings were incorrectly using saved Receipt printer settings while correctly printing to the Envelope printer.
• 12350 — Dashboards - Data Missing When Using Pie Charts
  In some scenarios, Pie Chart tiles would display 'No Data to Plot' instead of data and freeze the whole Dashboard when the selected date range included a Sale that had no Associate attached.
• 12356 — Description Template Issue with Make Short and Long Values
  If you had the Make Stone value as part of your Description Template for a Category, it would only generate the Short Value while excluding the Long Value.
• 12358 — Dashboards Data Issue with Split Commissions
  In some scenarios, Associate Performance Dashboards could show incorrect sales totals when Wish List commission splits were enabled. Dashboards now honor the same Wish List split behavior used by the Commission Report.
• 12368 — Goals Report Overstating Sold Amounts on Split Sales
  On a split sale, the Goals report credited each Associate with the full retail value of the Item rather than their share, and the primary Associate on the sale could be credited with double the retail value. The Commission and Overview reports reported the split correctly. The Goals report now reflects the correct split.
• 12371 — Rapid Reorder Report Queuing Only One Unit
  Queuing an Item to the Purchase Order system from the Rapid Reorder report only carried a quantity of 1 instead of the suggested quantity shown on the report. The Rapid Reorder form queued the suggested quantity correctly. The report now defaults to the suggested amount as well.
• 12379 — By Department Report Excluding the Express Service Fee
  When a sale included a Repair with Express Service, the By Department report reported the original Repair price but left out the added Express Service fee. The fee is now included.
• 12387 — Changing the Vendor on an Item Record Changed Pricing
  With the 'Enable Auto Price on Item Edit' System Option set to True, changing the Vendor on an existing Item Record reapplied the Category markup and overwrote pricing that had been adjusted manually. Edge now asks whether you want the price updated, and answering 'No' leaves the pricing as is.
• 12391 — Care Plan Verbiage Added for Expired Care Plans
  Adding an Item with an expired Care Plan to a Repair added 'Care Plan Tasks' to the Repair description, whether or not a Repair SKU was used.
• 12394 — Import Invoice Showing Blank Stone Details
  When receiving inventory through Inventory > Items > From Invoice > Import Invoice, if the import file included Stone details but the stnWeight field was left blank, Edge would not import any Stone details to the newly created SKU(s).
• 12395 — Error Shipping Internationally at POS
  Entering an international shipping address through the Ship To option at POS returned a 'Postal Code cannot be less than 5 characters' error for countries with shorter postal codes, and entering five digits would clear the data in the shipping window. Postal codes are now validated for five digits only for US and Canadian addresses.
• 12397 — Missing Current and Sold Values on Joined Memo Layaway Items
  Joining a Memo Item on Layaway with a Special Order at POS created a Joined SKU with $0 in the Current and Sold fields on the Item Record.
• 12399 — Rewards Applied to Misc Sale Lines Overstating Taxable Totals
  Redeeming Rewards on a Sale that included a Misc Sale Line applied part of the Rewards amount to the Misc line, which is not eligible for Rewards. This carried through to Returns and to the Sales Tax Report, where the Other column added the Misc Sale Line and the redeemed Rewards together under Taxable instead of subtracting the Rewards.
• 12403 — Joined Special Order Items Sent to Zillion with $0.00 Purchase Price
  When a Special Order was Joined with another Item at Pickup and Finish, the Zillion logs recorded a purchase price of $0.00 and an estimated value reflecting only the non Special Order SKUs. When two Special Order Items were Joined, both the purchase price and the estimated value came through as $0.00.
• 12414 — Split Wishes Not Counted in Dashboard Sales Counts
  With Include Wish List Splits in Dashboards set to True, a Wish entered by one Associate and sold by another counted toward Split Sales $ but showed 0 on the Split Sales Count tile. Split Wishes now count in both.
• 12416 — Latency Selling IUOM Items Marked Missing with No Measure
  Accepting a Physical Inventory count on an IUOM Item could create missing instances with a quantity but no measure. Selling that Item once it was out of stock then took several minutes to complete while Edge searched every missing record for a measure. Those instances can still be created where needed for Inventory adjustments, but they no longer cause latency at POS.
• 12418 — Dashboards - $ Sales by Associate Unavailable When an Associate is Excluded
  When creating a Dashboard with one Associate left unchecked under Dashboard Associate, $ Sales by Associate was no longer offered as a Data Value To Display, so a pie chart could not be built unless that Associate was made inactive.
• 12420 — Save & Duplicate Not Copying Packing #
  If you used the Save & Duplicate button on an Item containing Packing # data, this was not carried over into the new Item.
• 12421 — Notes Not Saving for Custom Job Intake
  When doing a Custom Job Intake, if you added Notes to the Notes tab and hit OK Save & Close, they would not show if you went back into the Job record/Notes tab.
• 12422 — LeadsOnline - Missing Authentication Confirmation Message
  Authenticating LeadsOnline credentials under Administrative > LeadsOnline returned no message when the credentials were correct, and only reported back when they were wrong. A confirmation message now appears on a successful authentication.
• 12423 — Warning Added Before Toggling Process Account Statements as Separate Customers
  Changing the 'Process Account Statements as Separate Customers' System Option voided the Statements table for every store in a multi-store environment, with no prompt beforehand and no way to back out. A warning now appears when the option is toggled and can be cancelled.
• 12427 — Invoice Number Clearing on In Progress Build/Assemble Items
  On a Build or Assemble Item with a Work In Progress status, an invoice number entered on the General tab disappeared after clicking Save & Stay or Save & Close when a non-inventoried Item with its own invoice number had been added to one of the Tasks.
• 12428 — Non-Microsoft CSV Source Files Not Importing
  If a source file originated from non-Microsoft programs (Libre Office, Google Sheets, etc.) and then if that data was saved or copy/pasted into a CSV file, Edge would not recognize any of the mapped data.
• 12430 — Wrong Amount Due Showing at Pick Up
  When on a Custom or Repair Job record where a payment had been made, clicking the Deposit box would incorrectly cause it to display the amount owed before payments were made in the Due at Pickup box rather than what the Customer owes.
• 12432 — Error Loading Newsfeed
  An Index error would occur when the Newsfeed would try to load without an active internet connection.
• 12433 — ESC Key at POS Freezes Customer Display
  When viewing the Customer Display at POS and clicking ESC key, the POS would clear but the Display remained open requiring POS to be fully closed/reopened to proceed.
• 12435 — CC Tender Detail Report - Exporting Blank Associate Column
  When running the Credit Card Tender Detail Report sorted by Associate and exported the report to XLSX or CSV, the Associate column would be blank even though that data was available on the report itself.
• 12436 — Store Filter on Find Screens Permission Being Ignored
  The 'Use Store Filter on Find Screens' Permission was being ignored if you clicked cancel on the Permission window and then clicked OK again.
• 12437 — Split Custom Jobs Missing from Dashboard Sales
  When a Custom Job was split between two Associates, the Dashboard left the split amount out for the second Associate, so Dashboard totals did not match the Overview and Commission reports. Splits now show for both Associates.
• 12440 — Virtual Store Defaults to Store 1 on Store Filter
  Related to BUG-012439 and BUG-012441. If you tried to perform an Inventory search in store 69 but lacked permission to access the store filter, the search would default to whatever store they are located in.
• 12441 — Virtual Store Defaults to Store 1 for Memorized Reports
  If you had the System Option 'Store Selection on Find Screens' set to 'Do Not Allow' AND had a Memorized Report that indicated either a different store OR even the store you were logged into, it would just run the report for store 1.
• 12443 — Dashboards - Error from Opportunities Created from Wish Lists
  A 'Nullable object must have a value' error would occur when a Dashboard tile would try to display Opportunities that were created from Wish List Items.
• 12444 — Customer Import Wiping Preferred Checkbox if no Contact Methods are Mapped
  If you imported existing Customers with a custkey column, first and last name, and nothing else it would remove the Preferred check box that was in place before importing.
• 12445 — Customer Import Clearing Customer Tabs of Customer Record
  When Importing existing Customer data, the Import was wiping out all of the information on the Customer Record such as merchandise, balances, activity, and history. This was a display issue only, as Customer data was left intact, and was resolved by running a Support tool prior to this fix being released.
• 12446 — Error Saving Notes with SMS Notification if not Licensed
  An 'Object reference not set to an instance of an object' would occur if trying to set 'Text' as a Notification if not licensed for SMS.
• 12448 — Clientbook - Mismatched Associates Being Assigned to Customers
  When syncing a new sale to Clientbook, the wrong Associates were being assigned instead of the one who actually made the sale.
• 12449 — Default Wishlist On Demand Email Lists Item 3 Times
  When sending a Wish List notification through email, the default template used would incorrectly list that Item 3 times.
• 12450 — No SMS Templates for Wish List On Demand Notifications
  Wish List notifications could be sent On Demand by SMS as well as email, but Wish List On Demand was not offered as an SMS template option under Administrative > Notifications > Template Admin, so no template could be created or selected for the text.
• 12452 — Shopify - Error Syncing International Customers
  International Customers would sync with Edge successfully the first time but would result in an error message on any syncs after the first blocking the sync from completing successfully.
• 12453 — Clientbook - Reviews Not Sending Within Retry Period
  When manually sending a Clientbook review through the Customer Display within the Retry Period defined in System Options, you would be prompted with a confirmation screen saying 'You've already sent a review within the last X days, are you sure?' while being given the option to send a review anyway. Selecting this option would not result in a review being sent.
• 12454 — Clienteling Report Ignoring Purchase History Criteria
  Criteria entered under Purchase History were not applied when running Clientele > Clienteling, and the report returned every Customer regardless of the filter.
• 12456 — Luxsurance Typo
  'Street' was misspelled on the Luxsurance window at POS.
• 12457 — House Account Activity Report Lists Purchase on Closed Transactions
  When the House Account Activity Report was generated with the option 'Show Open Transactions Only' checked, it would still show the purchase from Closed transactions.
• 12458 — Picked Up Jobs Showing on the Service Transaction Report
  After picking up a mix of services on one Customer, closed Layaways and Special Orders with a zero balance still appeared on the Service Transaction report with 'Show Open Transactions Only' selected. Note that a Layaway with two Items is treated as open until both Items are picked up.
• 12460 — QuickBooks - Changing Category on Ordered Item Preventing New Item from Posting to Inventory Accounts
  When receiving an Item through Purchase Orders and changing the Item Category, incorrect postings to QuickBooks could occur.
• 12461 — Repeated Login Prompts When Importing Customers from a CSV
  Importing a CSV under Customer > Import prompted for a login once for every Customer in the file rather than once for the import.
• 12464 — BriteCo - Cannot Upload Lab Grown Diamonds
  An Item with a Lab Grown Diamond on its Stone record uploaded to BriteCo as a mined Diamond, even when Lab Grown Diamond was set up as a Stone Type under Lists.
• 12465 — Podium Payments Refund Issue
  Customers reported 'Bad Request' errors processing returns through Podium Payments. This issue was not an Edge issue, therefore the fix was implemented through Podium.
• 12466 — Purchase Order Characters Error
  There was no text limit warning for Purchase Order Notes, so if you entered more than 255 characters and tried submitting a 'You have specified a value for 'PO.poNote' longer than 255 characters' error would occur.
• 12467 — No Permission Blocking Changes to Spiff
  No Permission was being checked when Spiff on an Item was added or changed causing these actions to be excluded from the Security Log report. This has been corrected with the addition of the new 'Add or Change Spiff' Associate Permission.
• 12468 — Invalid Currency Format Error Entering Wish List Items
  An 'Invalid Currency Format' error would occur when using Wish List Entry mode at POS by clicking in the blank Total box then trying to type or tab out of that field.
• 12470 — Credit Cards - Issue Returning Special Orders with Misc Discount
  Returning a Special Order that was discounted using a Misc Line would show the wrong amount when returning the Misc Line before the cancel.
• 12471 — QuickBooks - Bulk UPC Posting Issue When Transferred Between Stores
  When transferring Bulk SKUs using Inter-Store Transfers, it was incorrectly posting for the store Bulk SKUs were being sent TO before it was received, with no hits for the store they were being sent from.
• 12472 — QuickBooks - Accounts Not Balancing for Bulk SKUs Once Received
  After transferring Bulk SKUs to another location, once received, there were no additional entries to the G/L report.
• 12474 — Error Using Camera Icon for Buy Scrap (No Item) Trades
  A 'This is not an inventoried item' error message would occur when trying to use the camera icon during a Buy Scrap (No Item) Trade. This has been resolved by removing the camera icon since photos only apply to inventoried Items.
• 12475 — Unable to Mark Assembled Items as Found from List Screen
  Assembled Items that were marked Missing could not then be marked Found from the Supervisor menu on the List screen.
• 12476 — Customer Name Missing from Emailed Special Order Notes
  If you notified an Associate that a Note was added to a Special Order, it would not include the Customer's name.
• 12477 — CT Sales Tax Report Cannot be Generated in Stores Outside of CT
  Running the CT Sales Tax report outside of CT would not load the CT tax definitions.
• 12478 — Overview Report by Period Not Reporting Updated Appraisal Costs
  Appraisals that had a Cost added after Intake would not have that added Cost reflected on the Overview Report by Period.
• 12479 — Gift Certificate Barcode Displaying on Two Lines
  When viewing a Receipt with a Gift Certificate, the barcode would be split into two separate lines.
• 12480 — TracTech - Error Message with Missing RFID Configuration
  A 'Config file is missing for RFID' error would occur if the RFID configuration field was blank in Edge Configuration.
• 12481 — Store License Contact Info Showing for All Customers at POS
  Pulling up any Customer at POS would show the Contacts button highlighted red. Clicking the button would show two extra entries with the address information taken from the Store's license as if that was the Customer's contact information.
• 12482 — Layaways Showing Incorrect Item During Payments
  If you had the System Option for 'Add Image and Description to Layaway and Service Payments' set to True then processed a Layaway transaction with any outright Item purchase, it would incorrectly list the first Item as the Layaway instead of the actual Item being placed on Layaway.
• 12483 — RFID Tag Item Field Mislabeled as Barcode
  The 'Scanning for Tag' window for RFID tags had an Item field that was mislabeled as Barcode.
• 12486 — Layaway Receipt Showing Paid in Full for Electronic Invoices
  A Layaway created at POS and sent to the Customer as an electronic invoice printed a receipt showing the Item paid in full once the paid invoice was pulled back into Edge.
• 12487 — Group Mailing Lists Not Locked in Customer Display
  Group Mailing Lists for a Customer pulled up on the Other tab from the Customer Display at POS were not locked allowing them to be checked or unchecked but would not save these changes.
• 12488 — QuickBooks - Refunds on Items with Rounding Posting to Pass Through
  With the 'Rounding Nickel Always Rounds the Change Up' System Option set to True, returning an Item that was sold with round to nearest nickel posted the rounding amount to the Pass Through account in QuickBooks and left Undeposited Funds short of the amount actually returned to the Customer. The Edge G/L was correct. Posts now match the G/L with no balance left in Pass Through.
• 12490 — QuickBooks - Merge Bulk for UOM Posting Issue
  When using 'Merge Bulk' on a UOM Item, it was making incorrect postings to Inventory QB for the Item being merged in.
• 12491 — Blank Customer Accounts Could Be Added
  Customer > Add allowed a record to be saved with no name, contact, or Company information, creating empty Customer accounts. A Customer record now requires information before it can be saved.
• 12492 — Delete Wish List Permission Not Being Honored
  In some scenarios, if you deleted a Wish List Item the Permission may not be checked and no login would be required.
• 12493 — QuickBooks - Posting Issue Using Start Sale Feature for Bulk Items
  If you put Bulk Items on sale using the Start a Sale feature, it was generating hits to both Inventory Edge and Inventory QuickBooks Bills accounts, but each account would not balance on their own.
• 12494 — Special Order Description Search Ignoring Other Filter Criteria
  Searching by description under Services > Find > Special Order returned every Special Order containing the keyword and ignored the rest of the filter, including Status and Date Entered. Other Service and Inventory searches honored their criteria. The Special Order search now does as well.
• 12496 — QuickBooks - Merging Mixed Pricing and Mixed Measures Issue
  Merging Mixed Pricing methods was being allowed incorrectly (e.g. two IUOM Items being merged when one was measured in inches and the other in feet) causing quantity discrepancies and accounting issues due to inconsistent pricing and measurements. Merging Mixed Pricing and/or Mixed Measures is no longer allowed.
• 12497 — QuickBooks - Error Posting if Casing Changed
  An error message stating an account does not exist would occur if you mapped QuickBooks accounts and then changed the casing of those accounts then tried to post to QuickBooks.
• 12499 — Error Running Automated Special Order Report
  In some scenarios, a 'DragDrop registration did not succeed' error message would occur running Memorized Special Order reports.
• 12501 — Column Names Included with Data in Credit Card Report Exports
  Exporting the Credit Card report to CSV or Excel wrote the column name into the cell along with the data.
• 12503 — SMS Notification Toaster Opening the Chat Window
  Clicking the confirmation toaster after an SMS Notification was sent opened the chat window, which should not have been accessible. The toaster now only opens it for stores licensed for Edge SMS.
• 12504 — Automatic Taxes Overriding Tax Exempt Labor Charges
  On a Repair Intake with labor marked as not taxed, using the Ship To option and then the Automatic Taxes button in the Sales Tax adjustment window applied tax to the labor charges anyway.
• 12505 — In Stock Report Mislabeling Consumed Items
  Running an In Stock report for Consumed Gone Items listed some of those Items as Consumed Here. The Items were pulled correctly, but the status shown in the report was wrong.
• 12506 — Do Not Send Not Honored in Customer Export
  Using the Do Not Send checkboxes as filter criteria under Customer > Utilities > Customer Export returned every Customer except those marked Do Not Send. The same filter worked correctly under Customer > Find. The checkboxes are now honored in the export.
• 12507 — EDT2 Customer Import Failing on Full Gender Values
  An EDT2 Customer import reported success but failed to create the Customer record when the Gender field held a full value such as 'Female' instead of 'F', while still adding the email, phone, and address records. The import now converts Female to F, Male to M, and any other value to U, and ignores the field when it is empty.
• 12508 — Item Details Omitted from Special Orders Without a Group Name
  Clearing the Item Detail Group name on a Category left the Item Details out of the entire Special Order process, both at Intake and under Services > Find > Special Order.
• 12509 — No Notification Sent When Marking Jobs Done by Envelope
  Marking a Repair Done through Done Envelopes completed the Job but did not send the Notification. Marking it Done from the Service record itself sent it correctly.
• 12510 — Cannot Add More Than One Dashboard to My Menu
  Adding a second Dashboard to My Menu returned a message saying it was already there, even though a different Dashboard was being added.
• 12511 — Commission Report Misattributing Parts of Joined Items
  When a Layaway and a Special Order were Joined at pickup, the Commission report credited every part of the Joined SKU to the Associate who completed the sale and ignored the Intake Associates and any splits on the original Intakes. Commission is now attributed to the correct Associates, including cases where the two parts were split differently.
• 12512 — No Confirmation When Moving an Envelope to a Done Location
  Scanning a Job into a location that marks it Done through Service Envelope Management > Move Envelope sent the Notification but did not show the confirmation toaster that appears when a Job is marked Done elsewhere.
• 12513 — Bulk Items Omitted from Receipts with Bypass Description Limit Set to True
  With the 'Bypass Job Description Length Limit on Receipts' System Option set to True, bulk Items such as UPC, UOM, IUOM, Mixed Retail, and Spot Metal were left off the printed receipt.
• 12517 — Cannot Add a Bought Item to an Appraisal
  Choosing Bought Items from the Item Record on an Appraisal Intake opened a filter for the full inventory rather than the Customer's purchases, and selecting a row returned a prompt to select a row.
• 12519 — No Join Option at POS for Automatically Created Custom Job Items
  With Custom Item On Job Done set to Automatically Create, the Item created from a Custom Job did not offer Create Joined Item under the More button when it was picked up at POS.
• 12521 — Duplicate Balance on Fulfilled Multiple Quantity Special Orders
  After fulfilling a Special Order with a quantity of more than one, the Balances tab in the POS Customer Display listed the full balance once for each quantity, doubling the amount owed. Picking up the Job showed the correct amount at POS.
• 12523 — Changing a Vendor ID Cleared Contact Information and Notes
  Using Supervisor > Change ID on a Vendor Record deleted the contact information along with the Vendor notes and Vendor Item notes. The name, website, account number, and Pricing tab were unaffected.
• 12526 — Removed Notes Still Printing on Special Order Envelopes
  Notes deleted from a Special Order continued to print on the envelope even after the record was saved and reopened.
• 12530 — No Validation on Schedule Times Ending Before They Start
  Schedule times under Associate > Schedule > Admin > Modify Schedules were not validated, so a store Close time that was earlier than the store Open time could be saved leaving that schedule unusable.
• 12531 — Balance Adjustments Missing from the House Account Activity Report
  The House Account Activity report left out balance adjustments, so the ending balance for a Customer could be wrong when adjustments had been made.
• 12532 — Error Editing Item When Picking Up Special Order
  Editing the Item in the POS window after a Pickup and Finish on a Special Order returned an 'Object reference not set to an instance of an object' error when closing out the sale.
• 12533 — Rewards Points Earned on a Card Activation Sale
  Generating a Rewards Card from a Customer ID and selling an Item in the same transaction credited the Customer with Rewards points, which is not allowed on a card activation sale. Rewards Card activations are now blocked when an Item purchase is included.
• 12534 — Shopify - Error Uploading Items with Only a Meta Title or Meta Description
  Uploading an Item to Shopify with a Meta Title but no Meta Description, or the reverse, returned an error saying the omitted value cannot be blank. Items with only one of the two now upload correctly.
• 12536 — Reassigned Rewards Cards Not Working for the New Customer
  A Rewards Card with no sales activity could be reassigned to a new Customer, but the card stayed marked as voided, so it did not show on the Customer and earned no points. Reissuing a voided card with no activity now clears that value.
• 12537 — EDT2 Customer Import Creating Duplicate Addresses
  When an EDT2 Customer import held identical Billing and Shipping addresses, both were added as separate contact methods for the same physical address. Matching addresses are now imported once as a Home address, and any difference between the two brings both in as before.
• 12538 — QuickBooks - Parts Added to a Completed Assembly Posting to COGS
  Consuming an inventory part into a completed Assembly posted a debit to the Assembly/Disassembly account and a credit to the Non-Inventory COGS account, even though the Item had not been sold. Both sides now post to the mapped Assembly/Disassembly account.
• 12539 — Fast Add Not Accepting a Company Name Alone
  Using Fast Add at POS with only a Company Name entered under Other Fields would cause a 'Please enter First Name error' preventing it from saving, and the first and last name validation could not be cleared.
• 12540 — Clientbook - Review Invitations Failing for Unmapped Associates
  A Clientbook review invitation failed to send when the selected Edge Associate was not mapped to a Clientbook Associate. Edge now sends a null value in place of an empty Associate ID.
• 12544 — Ends With Search Returning Contains Results
  Searching Customers with a Search Mode of 'Ends With' on four or more digits in the Phone field returned matches that only contained the string, giving more results than it should. Searches on two or three digits were accurate.
• 12545 — Care Plan Declined Printing for Excluded Categories
  With 'Print Care Plan Declined on Receipts' set to True, selling an Item from a Category marked Exclude Category From Care Plan still printed 'Customer declined care plan' on the receipt.
• 12546 — LeadsOnline - Virtual Stores Cannot Track Separately
  Stores sharing a database could not hold LeadsOnline credentials independently, so signing in as one store overwrote the credentials for the other. Edge now records which store entered the credentials.
• 12547 — Salesperson Performance Report Adding Cost to Profit on Sub-Dollar Items
  Any Item sold with a cost between $0.01 and $0.99 had that cost added to Gross Profit rather than subtracted, overstating the Associate's Gross Profit and % GP by twice the cost of the line. A $0.75 cost on a $5.00 sale reported $5.75 of profit instead of $4.25.
• 12549 — Wrong Associate Shown in the Opportunity List View
  When an Opportunity had more than one Associate on it, the Associate column under Clientele > Opportunity > Find showed the lowest numbered Associate rather than the Primary, including after Opportunities were reassigned. The Opportunity record itself showed the correct Primary Associate.
• 12550 — Stone Identification List Not Updating When Searching Items
  Selecting a Stone Type on the Stones tab of an Item or Stone search did not load that Stone's own Identification list, so those values could not be searched. Only the generic list was offered.
• 12556 — Appraisal Description Changes Updated the Intake Sale
  Editing the description on an Appraisal also changed the description on the Intake sales receipt for that Appraisal.
• 12557 — Notes Not Copying When Adding Multiple Identical Items
  Adding an Item with a quantity of more than one applied the Notes to only the first Item created, though the rest of the fields carried over. Notes now copy to every Item created.
• 12558 — Category Performance Report Cut Off and Exporting Incorrectly
  The Salesperson Category Performance report ran past its right border, with colors and lines bleeding outside the edge of the report, and exported to PDF the same way.
• 12560 — Merchandise Associate Filter Not Honoring an Associate Change
  Using Supervisor > Change Associate on a sale did not update the Customer's last merchandise Associate, so a Customer > Find search filtered on that Associate returned no results.
• 12561 — Error Merging Customers that Both Have Sizing
  Merging two Customers that each had sizing details returned a 'Violation of PRIMARY KEY constraint 'customersizePrimaryKey'. Cannot insert duplicate key in object 'dbo.CustomerSize'' error message.
• 12562 — Sizing Cannot Be Removed Once Entered on a Customer
  Sizing entered on the Sizing tab of a Customer Record could not be removed. Clearing the fields or entering 0 and saving brought the original values back.
• 12567 — In Stock On Report Defaults Missing Item Statuses
  Loading Program Defaults for the In Stock On report left the Item status options unchecked, which had to be selected manually for the report to run accurately. All statuses are now selected by default.
• 12569 — Calendar Not Saving Appointment and Job Task Selections
  Selecting only Appointments in the Calendar settings cleared every selection and left the Calendar blank on reopen, and unchecking Appointments alone was not saved, with the option rechecked the next time the Calendar was opened. Job Task selections behaved the same way.
• 12572 — Cannot Return Only the Care Plan on a Joined Item
  When two services such as a Layaway and a Special Order were picked up together, Joined at POS, and a Care Plan was added, selecting only the Care Plan for a return pulled in the Joined parts as well and those lines could not be removed. Care Plans on other sales could always be returned on their own.

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Abbott Jewelry Systems, Inc.
Makers of The Edge®
3 Corporate Drive #215, Shelton, CT 06484
1-855-TRY-EDGE

Edge 26.2.5.902