May 2022 Mosaic Release Notes

Release to production: June 8, 2022

Release notes statement 

New functionality added to Mosaic, may or may not be immediately available to all clients depending on functional readiness or licensing. Throughout release notes the phrase “If enabled” is used to designate capabilities that may be turned on or off. Such options may be available to a limited audience or hidden until a future update. These options will still be referenced in release notes to make clients aware of complete application capabilities. 

Multistore

This update is the first official release of multistore functionality in Mosaic. Multistore is a licensed add-on for Mosaic and must be enabled by PrismRBS to be activated. If enabled, multistore will impact Mosaic menus, screens, and functionality in several ways.

Menu changes

Location selector – Mosaic’s menu header always presents a location selector. For multistore locations, more than one option will be presented in the selector.
Default menu – Upon setup, the primary store location will be designated for course materials management and website integration. Upon selection of any secondary locations, the Course Materials and Web Admin menus will be hidden.
Product transfers – A new menu selection, Product Transfers, will appear in the Products submenu.

Location selector

Multistore locations are configured by PrismRBS staff, and will appear in the location selector on the Mosaic menu. Although much of Mosaic data is shared between multistore locations, the location selector impacts several screens within Mosaic.

Product search – All products are visible at all locations, but the product search screen will present the On Order quantity and SOH (Stock on Hand) for the selected location only. A dash (-) indicates that the product has never been on order and/or on hand for the selected location.
Product details – Each product presents the Stock on Hand and On Order for the selected location by SKU in a “Current Location” column.
Price tags – The ‘Print Label’ button will use the selected location description on label generation.
Physical Inventory – All fixtures, scan codes, comparison values, audit reports, and clear and post inventory actions will update the selected location only.
Stock Adjustment Report – This report will show stock adjustment records for the selected location only.
Purchase Orders – The purchase orders list will only show purchase orders generated at the selected location.
Store Setup – The contact information configured in Admin > Store Setup will be applied to reports and forms generated within the selected location only.
Sequences – The values specified in Admin > Sequences will be updated within the selected location only.

Products

The day-to-day management of products is mostly independent of multistore setup and location selection. If a product has stock on hand at the selected location by way of stock adjustments, receiving, or product transfers, that product will have an inventory record that is maintained as part of perpetual inventory updates and the physical inventory process. Any products that are simply viewed, will show a dash to indicate their availability, despite not being actively managed at the selected location.

For consistency, all product details are shared between all locations. These details include images, description, selling price, cost, DCC, variant selections, associated SKUs, and online profile. An edit at any location updates the product profile at all locations.

Stock on hand and on order are location specific. When viewing product details, SOH and on order values for the “Current Location” are differentiated from “All Locations” for each SKU. Users may select any underlined value in the All Locations column to see a view of stock positions across all multistore locations.

Product Transfers

To support allowing stores to transfer stock from one location to another and maintain correct stock on hand at both, Mosaic now enables product transfers. This function appears as a submenu under Products and includes the following functionality.

Transfers list – Similar to most Mosaic menus, existing product transfers for which the selected location is the store of origin or destination are shown. Users may search, sort, and manage transfers in the list. Transfers have status filters to differentiate those that are in-process from those that are complete.
Add/Manage transfers – Users may create new transfers or edit those that were previously added at the selected store location up until those transfers are sent. Mosaic includes checks to ensure that only items with SOH are allowed to be transferred prior to sending.
Send transfers – Upon confirming contents and quantities, a transfer may be “Sent” to remove items from the current locations inventory. Sending a transfer prevents additional editing, reduces stock on hand, and enables receiving at the destination.
Receive transfer – Any “Sent” transfer may be received at the designated destination only. Upon receiving, the stock on hand at the destination is increased to update all products that were included on the transfer.

Shared Data

Aside from the changes captured in multistore features above, most data is shared between Mosaic locations. This sharing ensures that products, suppliers, customers, AR accounts, gift cards, and other data is available and consistent from location to location.

Transaction Search/Inquiry

To simplify customer service and streamline transaction audits, Mosaic now includes a submenu Reports > Transaction Search. By default the transaction search will present all transaction for the current date, although a user may choose to expand the date range by entering different Transaction Date From/To values. There are additional search a filter parameters on the transaction search screen, as well.

The “View” button shows transaction details in the same format that is used in Customer Accounts. This view includes product level details, applied tenders and amounts, and applied taxes for the selected transaction.

‘Print’ or ‘Export (CSV)’ buttons may be selected to return a print-ready or csv export file that includes the transaction search results exactly as the appear on the screen.

Dashboards

Order status widgets – If enabled, the Mosaic dashboard will show three new order status widgets.

Web Orders presents the number of web orders that are Open. Selecting this widget will redirect the user to Web Order processing.
Stock Shortages identifies the number of products where the current stock on hand is less than the quantity to fill on open web orders.
Outstanding POs displays the number of purchase orders that have been shared with suppliers but are not yet received. Selecting this widget will redirect the user to the purchase orders menu/list.

Reports and Forms

Stock Adjustment Report – As noted in multistore changes above, the Stock Adjustment report will only include adjustments for the store location that is selected.

Price List – Numerous changes were made to the Price List to improve the presentation of relevant information. One notable change is that the report prints in landscape mode to ensure that there are no misplaced breaks in the printed ares.

Purchase Order – To ensure that suppliers are provided relevant and necessary information, purchase orders have been adjusted to provide more information including, default barcode/ISBN values and product variants.

AR Transaction Export – The content provide when one selects the “Export (CSV)” button from the AR transaction list now includes Student ID, Account Code, and Agency Name.

POS Device Reconciliation – The reported Shipping Value for web registers correctly manages failed orders. In prior releases multiple attempts to process an order would drive of the reported shipping amount even when processing failed.

Miscellaneous Fixes

Buyers Guide – A potential time out error has been fixed. Prior to this release, the buyers guide load would fail of the process ran for more than 4 minutes. The process has been alter to continue even if the load runs longer than expected

Buyers Guide – Previously an unexpected book edition value (over 2 characters) would cause the guide load to fail. This issue was fixed.

Course Requests – When adding books to a course request, you may now select “New Only”. This selection will cause Mosaic to share only new pricing to PrismWeb for online course materials search and will only include new pricing on shelf tags.

Date entry – One may now accept a default value, enter a specific date by hand, or select from the calendar and have the correct date value saved. Previously some date values in Course Terms, Customer properties, Customer to AR links, and AR profiles would only appear correctly upon save if they were selected from the Mosaic calendar.

Physical Inventory – As part of physical inventory, one may now explicitly enter zero as a counted value to clear stock on hand during posting. Prior to this release, zero was only allowed as part of the inventory clearing process, which was problematic if a user did not count an entire DCC.

Purchase Orders – The purchase order list now shows all POs with or without details. Before if only a purchase order header was saved, that purchase order would not appear in the list of orders.

Web Order Processing – Mosaic may now be configured to use Shift 4 charge processing for web order processing with PrismPOS. Adjustments to payment token management have been confirmed to enable this card not present processing.