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Software release notes provide detailed information on specific improvements, changes, new features and/or fixes that occur each time a software build is released. Release notes may pertain to specific software editions and/or modules that may not be included with your particular software license. Some features labeled "Beta" refer to functionality that has been released early and may not be thoroughly tested by a larger customer base. "Beta" features are pre-released in an effort to receive feedback prior to an upcoming major software version announcement. ManageMore Version 8.0 Build 8041 (released 03/01/09) NEW (Beta - Cellular Manager): A new cellular activation analysis report was added. This report provides breakdowns of rate plans used on cellular activations and groups and sorts this data by sales person, dealer, and/or location. FIX: When re-saving an open Vendor RMA, the inventory item quantity would sometimes change unexpectedly. CHANGE: In order to minimize the scope for compliance with new credit card PCI Security Standards, ManageMore will no longer automatically update customer credit card on file information when using the "Credit Card on File" setting. This only applies to those customers who have the credit card Payment Security option activated to begin with and who check the "Use Credit Card on File" feature when posting payments at the point of sale or doing A/R payment entry. EXCEPTION: If ManageMore detects that the card used during a transaction matches the customer card on file, but the expiration date differs, then ManageMore will update the card expiration date on the customer account. FIX: Problem discovered when merging specific inventory data fields into an existing ManageMore inventory database.
ManageMore Version 8.0 Build 8040 (released 02/04/09) IMPROVEMENT: Customer Care Window would open sluggish for some network users. IMPROVEMENT: Improvements made to the Item Activity Detail report and how it reports the data. IMPROVEMENT: Adjusted formatting of 1099 form filling capability. FIX: The inactive Bank Account setting was not being ignored on the Funds Transfer window process. FIX: Duplication of SKU redemption items across multiple locations would sometimes create invalid SKU's. FIX: Correction to importing of GL accounts that contained hyphens. FIX: Correction to importing of disbursements from a QuickBooks IIF File. FIX: Correction to Offsite Edition with respect to Banking options, POS toolbar, and matrix/redemption inventory items. IMPROVEMENT: Better logic for duplication of redemption, kit, group items across multiple locations. CHANGE: Some Vista, Windows 2008, and Windows 7 stations were having difficulty performing ManageMore software updates. The ManageMore program would download the installation program, but would then display an error shortly afterwards. This was caused by UAC and newer elevation level security settings used by these OS systems. Design change was made to address this problem. FIX: Item List by Category and Item List by Department function on the POS system stopped working properly after a recent change made in the POS system. ManageMore Version 8.0 Build 8039 (released 01/26/09) FIX: When using custom export in conjunction with sending the file via FTP, the program would sometimes fail to send the file. FIX: Sales Orders with deposits that are then closed prior to invoicing did not provide proper options when a credit card authorized transaction was involved. FIX: Some older ManageMore software editions that upgraded to version 8.0 lost the option to use RMA's. FIX: Unit Price now shows on Sales Order to Sales Invoice printed documents when an item is back ordered. FIX: Emails sent from ManageMore Email Pro would not always save a copy in the "Sent Items" folder when this option was selected.
ManageMore Version 8.0 Build 8038 (released 01/13/09) IMPROVEMENT: Employee Commission Report now exports customer account number when using the File Export option. NEW: Purchase Order Form 2 created which provides an MSRP column on the document. This is primarily for specialized business models (e.g. Book Stores and Gift Shops) that deal with resale price by MSRP minus a discount rate. NEW (eConnect Support for Matrix Inventory ) - ManageMore eConnect provides new functionality for synchronizing the new Matrix Inventory feature recently released with popular shopping cart applications (e.g. Zen Cart). Items will display only once on the cart and show attributes for the user to select on the cart. Matrix items properly convert over to the appropriate component item as an order is placed on your cart.
ManageMore Version 8.0 Build 8037 (released 12/30/09) NEW (Matrix Inventory for Professional/Complete Edition - BETA ): After more than a year of R&D, we finally have our first release of integrated Matrix Inventory for ManageMore. What is Matrix Inventory? Well Neo, if you swallow the red pill, we will explain the benefits of Matrix Inventory when you Click Here. IMPROVEMENT: Reversing an invoice which was paid by credit card will now always auto-fill with the past card details and will not require the customer to provide the credit card in order to place a refund back on the card. ManageMore accomplishes this without the need for storing any card holder data by utilizing an internal gateway reference number provided by the card processor on each transaction. NEW: Automated database purge reminder notification. Upon opening your company profile, ManageMore will periodically check to see if database files are becoming too large and remind you to perform maintenance on those files. ManageMore Version 8.0 Build 8036 (released 12/05/09) CHANGE (Pager Manager Module): Re-added back a deprecated button option for viewing internal prorated invoices generated by the Pager Manager module. Pressing the F10 function key on the Invoice table will unhide the option for viewing these pending prorated transactions. CHANGE (POS Card Systems users Only): Changed the packet detail sent to the card processor to avoid possible Error code 5 from occurring when a card is declined and you re-attempt to process the transaction with a different credit card. FIX: The beta released Sales Order item verification feature introduced in Build 8031 had an issue when dealing with lot serialized inventory items. IMPROVEMENT: Sales Profit Analysis Report can now provide grouping by individual invoice for a more detailed breakdown of profit on a per transaction basis. FIX: When creating a purchase order, the "Fill from Previous PO" button option was filling in a P.O., but not allowing changes to the cost of items listed. IMPROVEMENT: The Vendor Bill Reference No. has been increased to 15 characters in length. FIX: A scenario existed that could create a Purchase Receipt Balance problem when the user applied a partial Purchase Credit against a specific Purchase Receipt. The program was inadvertently allowing the user to go back to the partially credited purchase receipt to make freight / discount amount adjustments. IMPROVEMENT: A Mismatch button was added to new Item Verification feature on the Fill Sales Order process (introduced in Build 8031). This button will display the discrepancies between what was scanned for verification and what is missing or invalid. FIX: The email feature on the disbursement process was not defaulting the Email To address with the Vendor email address on file. FIX: A general ledger date posting problem was detected that could cause MM to post a transaction to the wrong date, even though the transaction itself records to the correct date. For this to occur, the user would have to be back dating a transaction and then change their mind and put the date back to today's date all in the same step of saving the new transaction. IMPROVEMENT: When processing credit cards using Intellicharge with the AVS feature, the program was not utilizing this feature during an A/R payment transaction. A new window will now appear after saving the payment, which will ask for the AVS values before processing a credit card. IMPROVEMENT: When processing credit cards using POS Card Systems gateway, declined credit cards will provide a clearer message explaining the problem with the credit card.
ManageMore Version 8.0 Build 8035 (released 12/01/09) IMPROVEMENT(Beta): A new option was added which now allows editing of purchase receipt item pricing on-the-fly while receiving inventory from a referenced purchase order. This setting makes it easier to fill out a purchase receipt when an item on the vendor bill reflects a different price than originally anticipated when the purchase order was sent. Although this improvement weakens some of the "Checks and Balances" that a purchase order is intended to protect, many small-to-midsize businesses prefer to cut corners and trust the vendor they do business with. So, after careful consideration and many requests from ManageMore users, we have added this price editing option to the program to simplify the receiving process. See Setup... Application... Accounts Payable... General Options... for the new setting. FIX: When converting a sales quote to sales order/invoice, the modified item description was being reset to the default item description. IMPROVEMENT(Beta): Purchase Orders can now be initially recorded without a specified Vendor. You will also be able to easily change the Vendor associated to a P.O. as long as no item has been received against the purchase order. This new design is particularly helpful for those businesses who use the Drop Ship functionality of the program, as the software will now auto-generate P.O.'s regardless if a vendor is associated to an inventory item. You can then easily modify the P.O. afterwards with the vendor you wish to use. IMPROVEMENT: Global Price Change Wizard now provides the web price as one of the price amounts that can be modified by this process.
ManageMore Version 8.0 Build 8034 (released 11/20/09) IMPROVEMENT(Beta): The Insert Button on all documents (i.e. Sales Quote, Sales Order, Sales Invoice, Purchase Order, Purchase Receipt, RMA's, etc.) now adds an empty row wherever your cursor is placed within the item list. This allows for special circumstances where you might want certain items to be close to each other when printing the transaction. The hot key Ctrl+Insert will also add this empty row as well. Prior behavior of the Insert Button was to add an empty row at the end of the transaction item list. If your objective is to quickly get to the end of the list now, please use the hot key Ctr+End. IMPROVEMENT: The eConnect Module has added logic to prevent accidentally converting/adding the same transaction twice in the database. FIX: The batch inventory transfer feature introduced in Build 8020 had an average cost issue with the Transfer Receipt function. It would use the login location's item average cost versus the From Location average cost of the transfer receipt. IMPROVEMENT: Customer Care now integrates with the List & Label Manager part of the program. A new Label icon will appear on both the Customer Tab and the Transaction Tab. Pressing the label button will send the customer / transaction data to the List & Label Manager for printing. IMPROVEMENT: Database Integrity now has an advanced option for just reviewing a particular range of SKU items. This is helpful for larger databases that only need a particular item to be reanalyzed. FIX: The combination of refunding a serialized item from a different location than its original sale plus the use of Return Processing caused the program to not allow the removal of the item from held inventory.
ManageMore Version 8.0 Build 8033 (released 11/12/09) SPECIAL NOTE: We have spent considerable time on this build to remove "fears" that some users have when performing a software update. New features implemented in this software build should make any and all future software updates completely painless. We acknowledge that most of our customers do not have IT departments and are not computer savvy when it comes to dealing with any problem that could occur during a software update. Updating a database system can have many unexpected issues and our customers are required to always be prepared to deal with this possibility. With that in mind, we have identified many of the key issues that cause a software update to fail and have worked diligently on this release to make it smoother for you to upgrade without issue and/or revert quickly with no technical assistance required. We want our customers to take advantage of all the benefits each software update provides without the concern of leaving you stranded with a non-functioning program during off-support hours. Please keep in mind that the new and improved features mentioned below will not help you until the subsequent software release and that your typical backup/restore strategies must still be in place when upgrading to this version. NEW: The integrated backup software utility has been greatly improved and is simpler than ever before to make reliable backups. ManageMore will automatically handle the process of rotating file names so that daily backups create multiple archived files over a two week period. The only step required for backup is to tell ManageMore where the archived backup set will be sent to. To try out this quick and simple backup system, please open your company profile and then from the menu go to File... Backup Database... NEW: The process of upgrading your ManageMore Business Software to the latest software build has just got a whole lot safer and easier to do. As most of our long-time customers know, a backup is critical prior to doing a software update because database systems (like ManageMore) are much more prone to unexpected problems during a software update than any other commercial software applications. The process of manually reverting your software version from a backup / restore perspective can sometimes be "scary" for those who are not familiar with the process. Well we have good news here... starting from this software build forward, performing a software update should be worry-free with the advent of an integrated backup/restore process built into the software update procedure. ManageMore will automatically present options for you to quickly backup your entire ManageMore to any removable media (or another hard drive location for that matter). In the event that your ManageMore software update fails to complete, a simple "Restore from Backup" button will be available to quicky restore your entire ManageMore back to its original state. This new ManageMore Restore Wizard application will guide you through simple steps for recovering your application and all related company database profiles. The backup and restore steps are minimal and do not require IT personnel to operate. IMPROVEMENT: ManageMore now provides a better method for locking out workstations during critical operations of the program. Users with ManageMore multi-user licenses are often in constant conflict with remote workstation users who attempt to login to the program during critical processes like software updates and database maintenance functions. This can cause serious problems to ManageMore and is often the reason for many failed software updates! Older ManageMore versions had loopholes that could let users into ManageMore during critical operations and could sometimes inadvertently cause all users to get locked out when a problem happened. With this build, we now provide the ManageMore administrator with his/her own temporary password lockout function that prohibits all users from running ManageMore without knowledge of this password. This technique supercedes prior lockout measures used by ManageMore and is much more effective at administrating ManageMore on software updates and when Database Management is required. On subsequent software updates or when using the Database Manager utility, you will be prompted to provide a password to lockout all ManageMore users. This password is automatically removed when the operation is complete or when the adminstrator logs into ManageMore and requests the password to be removed. As a safety precaution, Intellisoft technical support can also provide a backdoor password in the event the administrator forgets his/her created password. IMPROVEMENT: If you are using a receipt printer that does not have an automatic paper cutter opton, the POS system will now pause to allow you to tear multi-part sales receipts. For example, when processing a credit card transaction, the POS will print the signature portion of the credit card receipt and then prompt you to continue printing the second part of the receipt. For the feature to work, you must make sure that there are no Paper Cut commands within the Receipt Printer setup of the POS program. IMPROVEMENT (eConnect Cart): Improved exporting of inventory items/images for users with OsCommerce or ZenCart ecommerce shopping cart templates. ManageMore can now provide an inventory export file that can be quickly imported into these shopping carts with the use of the free EasyPopulate add-on for these carts. Furthermore, ManageMore will upload the inventory images to their respective locations within these shopping carts. FIX: The reprint sales receipt feature introduced in Build 8032 had a problem with resetting back to the most recent transaction when going back and forth between sale mode and invoice lookup mode. IMPROVEMENT: The POS system now supports editing of the memo field and the 3 the user-defined fields in Invoice Lookup mode. In other words, we are providing you the option to record additional information on the invoice after the sales receipt has already been created. FIX: Deposits were not ignoring pre-authorized credit card payments done through the sales order process. IMPROVEMENT (eConnect Cart): More improvements made to Zen Cart and OsCommerce shopping cart template integration.
ManageMore Version 8.0 Build 8032 (released 10/27/09) NEW: Future software updates will now download ManageMore using standard HTTP download protocol, instead of FTP. This download method is 3x-4x faster at delivering ManageMore and is less likely to cause problems with hardware/software Firewall systems. Furthermore, the update process has been simplified and requires less steps than before. (NOTE: You won't benefit from this feature until the subsequent time you upgrade) NEW (Beta): Memorized Transactions are now supported on sales quotes, sales orders and sales invoices. IMPROVEMENT: Changing the Account Number on a sales order / sales invoice will no longer automatically clear items that were entered on the transaction already. Items already entered on a transaction can still get cleared when an account number is added/changed after the fact, but only to the extent that it might affect the item price. IMPROVEMENT: When reprint sales receipts on the ManageMore POS system, a new button option exists that allows for easy retrieval of the last 10 sales receipts entered on the workstation. Pressing the "Previous" button repeatedly will cycle thru the last receipts generated. IMPROVEMENT: Transaction Labels from Lists and Labels Reports Menu can now sort by bin location and SKU item order. IMPROVEMENT: Database Integrity will now remove invalid/problem items found in Return Processing table. FIX: When creating a purchase credit, ManageMore would inadvertently send some items to the print queue of the Lists and Labels Manager. FIX: Inventory Cost Detal Report would sometimes GPF when exporting the report to file. FIX: When using a touch pad reprint receipt function on the POS system, it was not asking the user for a password when the security setting was set to do so. FIX: When using the Inventory adjustment document to remove serialized inventory items, a problem existed whenever the inventory adjustment location was changed from its original login location. The inventory adjustment would give errors that the serial number did not exist for removal. FIX: The Company Form Graphics Setup screen would sometimes display an erroneous error upon saving changes. FIX: Purchase freight amount was not posting properly to the GL when the Inventory GL account was not provided on the inventory item and the system had to rely on the default AP purchase freight GL account. FIX: Purchase Quotes were not always properly passing item/transaction notes over when converting to a purchase order. CHANGE: The Customer/Prospect Import process better supports merging records with an identical account number and handles updating of customer class codes in a better fashion. FIX: Database Integrity was improperly evaluating serialized items when the program setting was set to allow any serial number at the point of sale. This would cause a reset of the inventory quantity on hand for the serialized items.
ManageMore Version 8.0 Build 8031 (released 10/08/09) NEW (Beta for Professional/Complete Edition): The Fill Sales Order now provides a powerful item verification step which minimizes mistakes prior to invoicing and delivering merchandise to a customer. A checkbox option located in Setup... Application... Order Entry... General Options... called "Verify Items Picked match sales order being filled" must be activated to use this feature. Upon turning on this capability, ManageMore will pop-up an item verification window the moment you press the Toolbar button for converting the sales order into a sales invoice on the Fill Sales Order window. You must then scan all merchandise you have collected from the pick ticket for the order. If any discrepancy exist in the items scanned and what is supposed to be delivered, you will not be able to get to the final phase of invoicing. NEW: You can now create a pre-defined vendor transaction message/note that will automatically fill on purchase quotes, purchase orders, and vendor RMA's. This allows you to place a special vendor specific message each time you create a purchase document for that vendor. See the Notes Tab of the vendor record for this new field option. CHANGE: The invoice terms on a Sales Order did not behave in a consistent manner when compared to how the Sales Invoice determines the terms to select. More importantly, terms should not have been an available option when a customer account is not defined for invoice terms. FIX: When filling sales orders, the option which allows a user to modify the final sales invoice from its original sales order could cause problems with reducing the inventory quantity committed count. This happened if new items were introduced to the sales invoice that were not originally existing on the sales order. FIX: Some posted Journal Entries were internally recording an improper sign value in certain areas of the program. This did not affect the General Ledger in any manner, but was corrected nevertheless. CHANGE: To avoid possible confusion as a result of ManageMore posting to an internal GL equity account called "Opening Balance Equity", the account was renamed to "Equity Adjustment." FIX: Policy Message for Vendor RMA forms was not displaying. CHANGE: A Transfer Order will no longer request serial numbers when transferring a serialized inventory item. This was deemed unnecessary as the Transfer Receipt will always record the appropriate serial number that transferred anyway. FIX: The Security for Custom Reports within Report Explorer was not working properly when using the Program Area method of security. It was always locking the user from access to all custom reports.
ManageMore Version 8.0 Build 8030 (released 09/30/09) IMPROVEMENT: The POS system could cause user confusion if the clerk would tender cash and then decided to swipe a customer's credit card after a cash tender amount had already been declared either manually or by using the Quick Pay feature. If the clerk was not observant, it might appear as if the swiped credit card had replaced the cash tender. The new design will now prompt the clerk with the option to remove other tender amounts if a credit card is swiped and other tender amounts have been entered already. FIX (Beta - Cellular Manager): The Customer Profit Analysis report had undergone some changes in Build 8025 to provide the same invoice profit calculations (i.e. taking cellular commissions into consideration) that was added to Sales Profit Analysis report in Build 8021. However, a problem existed in the way the calculation was being performed and was corrected in this build. FIX: Disbursements that created purchase receipts for expenses would falsely report that the purchase receipt was not posted to General Ledger. FIX: Inventory Item Purchase History report was not properly filtering out Purchase Receipts that were GL related only. FIX: Policy Message for Manufacturing forms was not displaying. CHANGE: When applying refunds through an electronic card processor, ManageMore will no longer require an approval code to be present to acknowledge the refund being approved by the card processor. This is because some card processor platforms do not provide an approval code when dealing with a Voided charge. FIX: A recent change with electronic card processing and failed internet connections was reporting an incorrect message that might cause the clerk to believe the credit card was not approved. FIX: Fixed issue with posting of Bank reconciliation when multiple items are added from a reconciliation file. FIX: The newer refund design at the point-of-sale was not properly taking into account items which were deemed as FIFO/LIFO costing. This could result in the FIFO/LIFO layers not being properly updated. This issues did not happen in all circumstances. To determine if you were affected by this issue, please run the Database Integrity process after upgrading to this build. This will identify and correct any item costing problems with respect to the internal costing layers of the application. CHANGE: When using the copy inventory feature, ManageMore will no longer allow the copy process to skip over problems when it is unable to complete part of the item copy process. This is mostlly relevant for kit items, group items, and redemption items that reference specific SKU's. If a particular location is missing any sub-item to the parent SKU, ManageMore will now give an error and abort the entire copy process immediately. This ensures that you don't end up with stray/incomplete item codes and eliminates oddities that sometimes occur as a result. IMPROVEMENT: The List and Label Manager now has a flatter design that is easier to work with. Sort order options are now controlled by a separate option button on the toolbar. You can also choose to view your custom templates only to make it easier to select the template of your choice. CHANGE: ManageMore Reports and Lists & Labels feature now rely on printer settings that are always workstation dependent. ManageMore users who had previously selected a printer for report/label output will need to reselect the printer again after upgrading to this build. A new default printer button is now shown on the Report Explorer window to allow you to quickly select a printer that will be used as the default for all report printing in ManageMore. To reiterate, this change only affects users who had a need to previously select a printer that was not the default printer for your operating system. This new change makes it easier for users to select their own custom report printer on-the-fly right from the Report Explorer window.
ManageMore Version 8.0 Build 8029 (released 9/21/09) NEW (Beta for Professional/Complete Edition): Drop Ship and Automatic Sales Order to Purchase Order creation. ManageMore now makes it easy to quickly create drop shipment purchase orders from a sales order or sales invoice. Drop Ship Method 1: Create a Shipping Method that has been defined as Drop Ship and then select this shipping method on the sales order / invoice. See Lists... Transactions Related... Shipping Methods... Upon upgrading to this Build, ManageMore will automatically add a new shipping method called "DROPSHIP" that is already set up for drop shipment. If you prefer, feel free to make your own Drop Shipment Shipping Method. Now, select this drop ship method when creating a sales order or sales invoice and ManageMore will display a "Drop Shipment" stamped image to signify that the entire transaction is set for drop shipment. Drop Ship Method 2: You have the option to tag specific inventory items to be assigned as a "Drop Ship" item only. A checkbox setting now exists on the General Tab of your Supertrack Inventory item for this purpose. When using this method, you can select special item that you don't stock for drop shipping from your vendor to the customer directly. In order to better manage the automated purchase orders created by this new feature, a special pending Purchase Order screen was created to work in conjunction with either of the Drop Ship Methods mentioned. Please see Activities... Accounts Payable... Submit Purchase Order. As sales orders and sales invoices create these automated purchase orders, ManageMore will prepare a table where you can quickly see all of your open purchase orders and allow for quick printing in batches. Furthermore, a purchase order now has a "Submitted" checkbox setting to help you better track which purchase orders you have submitted to the vendor and which ones are newly created. For this automatic purchase order generation to work properly, ManageMore will need to know the vendor to use at the time of P.O. generation. This is accomplished by a setting under Setup... Application... Accounts Payable... General Options... Automatic P.O. Settings. Please decide how you want ManageMore to choose your vendor prior to the use of this new feature. NEW (Beta for Professional/Complete Edition): In a similar fasion to the drop shipment purchase order capability already mentioned, the Sales Order entry form now provides a quick way to make a purchase order for shipment straight to your warehouse/facility. When checking on the checkbox setting "Create Purchase Order Immediately" located on the bottom of the Sales Order form, ManageMore will create the necessary purchase orders for the appropriate vendor(s). This feature also works well with Kit items that might theoretically explode into many P.O.'s for various vendors that comprise the kit item. NEW (Beta for Professional/Complete Edition): With the advent of the automatic purchase order generation from a sales order/invoice, new drill-down capabilities are available for you to quickly view the linked PO's created from a sales order and vice-versa. This can be extremely helpful when trying to figure out which PO corresponds to which sales order. Please see Activities... Account Payable... Submit Purchase Order... View Original Order button on the window toolbar. Also see Activities... Order Entry... Fill Sales Order... View auto-generated P.O.'s button on the window toolbar. IMPROVEMENT (Professional/Complete): You can now quickly create labels for all items that are on a sales invoice, transfer receipt, purchase receipt, and most importantly sales orders. A label toolbar button has been added in several areas of the program which will allow you to highlight a transaction that you want item labels generated for. The labels are queued and then sent to the Lists and Label Manager for final printing when you are ready. This feature has an added benefit when dealing with sales orders. In particular, the label button located on the Fill Sales Order screen will only send labels for items ready for invoicing. If your business model manages its own delivery of product, this labeling feature can be very helpful in organization and delivery of your merchandise. You can make custom labels that show the sales order number, ship to information, product code, description and how many pieces make up the total order. Adhering custom shipping labels to each item in your order can minimize errors created by your delivery personnel when they drop off multiple pieces at each stop in their route. These label buttons can be found under Liists... Inventory.. Transfers... Transfer Receipts...; Lists... Accounts Receivable... Invoices...; Lists... Accounts Payable... Purchase Receipts...; Activities... Order Entry... Fill Sales Orders. IMPROVEMENT: The Fill Sales Order Screen has been adjusted to better handle the new drop ship orders and also orders that had automatic P.O.'s created. A P.O. status column can now identify if all generated P.O.'s have been fulfiled or the number of open PO's that still exist for the sales order. IMPROVEMENT: Vendor RMA's now have a REPAIR ITEM Disposition. This action works the same as the REPLACE ITEM Disposition, but provides a clearer representation of the action being requested from your Vendor. IMPROVEMENT (eConnect Cart Module): Intellisoft now provides pre-configured instructions and web script plug-ins for implementing eConnect Cart with OS Commerce and Zen Cart shopping cart systems. IMPROVEMENT (eConnect Module): The eConnect module now supports updating of the customer class code from a web script. IMPROVEMENT: You can now set a Company Profile as "Inactive" and it will no longer display on the Open Company Selection window of ManageMore. This is useful if you have created additional company profiles that are no longer being used in the program. Set Setup... Application... Company... Name and Address... for the checkbox setting to use this feature. If you ever need to login to an inactive company profile, pressing Ctrl-Alt-I on the Open Company Selection Window will reveal all active/inactive company profiles found in ManageMore. IMPROVEMENT: Fill Sales Order Window now shows additional information like Terms, Deposit Amount, and Customer Balance. IMPROVEMENT: The steps for closing and counting the cash drawer monies are now more straightforward. The clerk must now count the entire drawer contents and provide the ending drawer total. Then, the clerk must provide the amount of cash that he/she is going to leave behind in the drawer for the next day. ManageMore will then compute the deposit and show overage/shortage on screen. FIX: While editing an open purchase order that has been partially filled already, some items on the PO would behave incorrectly. In particular, an item that was still not received would restrict the ability to change its price or order quantity. FIX: The Copy Inventory Feature was not properly copying the field settings on the Option tab to the other locations. FIX: Between Build 8026-8028, an issue occurred with the POS System that allowed non-cash overpayment on a transaction. This required the end-user to go out of their way to actually enter a payment amount that was larger than the sales receipt amount itself. FIX: Between Build 8026-8028, an issue occurred that could cause a Gift Card to go into a negative balance. The card is still unusable at this point, but it is an undesirable effect and was not intended. FIX (Email Pro): When receiving email with attachments, the attachment file would sometimes not decode properly and would display as a file with an .ATT file extension. FIX: When an invoice applied a split tender credit card payment and one of the credit cards was approved and the other declined, ManageMore would inadvertently re-charge the approved credit card again if a re-attempt was made on a subsequent new credit card. FIX: Intellisell Feature was not working properly when used within the Sales Order entry screen. Suggested Items added to order would not convert over to sales invoice. FIX: Editing a sales quote or sales order with a linked redemption item to another product would not allow changes to the item even after removing the redemption. NOTE: Any past transactions will not be corrected by this fix. Only future quotes/orders will be addressed by this issue. FIX: Email System would sometimes not connect if the Mail Server did not respond quick enough. More time to establish connection has been implemented. FIX: File Import Wizard would end abruptly if attempting to import a one column file only. FIX: A security problem was identified and corrected with respect to changing sales unit price on an item when the inventory settings prohibited such action.
ManageMore Version 8.0 Build 8028 (released 9/02/09) IMPROVEMENT (Cellular Manager): When using Auto-Invoice Mode, a new program setting can determine whether the Activation SKU is filled in on the sales receipt or not. Some cellular dealers that do not charge Activation Fees prefer not to see this item on the sales invoice, while others rely on it for reporting purposes. Please see Setup... Industry... Cellular... General Options for controlling this behavior. CHANGE: The Batch Payment process now allows for a payment type of Credit Card to be selected. FIX: The custom workstation database architecture recently rolled out in Build 8027 had some issues with encryption of certain fields in the database that caused Credit Card processing to stop working temporarily.
ManageMore Version 8.0 Build 8027 (released 8/28/09) IMPROVEMENT: Inventory Items can now post to a different Income GL account when a refund is made on a particular item. This is useful for businesses that want to easily separate refund totals from sales totals on their financial statements. A new Refund GL Account Number is now available on the accounting tab of all inventory items. IMPROVEMENT: Refund transactions now support the option to refund an item for less than the amount originally sold. You can now mouse click over the unit price/extended price field and change the amount as needed. This feature is useful for businesses that might want handle restocking fees on a case-by-case basis or when a service is performed and you are only going to refund the customer for some of the unused portion of the service charge. IMPROVEMENT: Sales History by Item Report now exports customer zip code. IMPROVEMENT: The PO Auto-Fill Quantity feature now works on Disbursement transactions. FIX: Database Integrity was incorrectly adjusting Sales Order Committed Quantities when Kit items were used. FIX: 40-column Sales Receipt was cutting off last digit of customer account number when the account number was 10 digits long. FIX: Sales Refund with MerchantWarehouse gateway was causing sporadic internet connection problems. CHANGE: ManageMore now stores custom workstations settings within the database architecture versus storing these values on the local workstation. This provides for better security and easier management on future upgrades. CHANGE: The View Menu has been eliminated from the ManageMore Menu System. The menu item options it provided where deemed nonbeneficial and/or superfluous. ManageMore Version 8.0 Build 8026 (released 8/18/09) WARNING: This software build requires many changes to the database structure and may result in a lengthy upgrade process depending on your database size. Users maintaining very large ManageMore databases should consider upgrading to this release after business hours. IMPROVEMENT (IMPORTANT): A major accounting improvement was made with respect to how ManageMore deals with the average cost of an item when using the inventory average costing method. This improvements deals with the scenario when inventory reaches a negative quantity and the cost of an item changes at the same time. The result of allowing inventory quantities to reach a negative amount in conjunction with a varying cost can cause mathematical implications when computing the average cost of an item. As a result, prior ManageMore versions would halt any transaction that caused this negative costing issue. CHANGE (IMPORTANT): Major changes have been made to ManageMore with respect to how the program manages and processes credit card information. New international regulations mandated by the credit card industry are being enforced and now require merchants to protect customer credit card information at all times or risk being fined heavily for non-compliance. In order to fully comply with PCI Security Standards, Intellisoft has taken measures to follow these guidelines. Among many notable changes listed below, ManageMore now utilizes a PAD-SS compliant interface for processing credit cards with its approved Merchant Account Providers and no longer stores sensitive credit card information in its database. The following are the security changes that were made to fully comply with PCI security standards: CHANGE (IMPORTANT): The sales order option which allows the recording of credit card information for delayed authorization has been removed in favor of a more standardized Authorization Hold and Authorization and Capture card processing method. This Pre-authorizing credit card technique is a process that does not actually charge the customer's credit card, but does verify that the card is in good standing for sale approval when a subsequent Authorization process is performed at a later time. Upon final invoice to customer, ManageMore will re-attempt an Authorization and Capture process of the credit card using only the approval code provided earlier in the Authorization Hold phase of the sale. NEW (Available for Standard,Professional,Complete Edition only): A new Remote Control solution has been integrated into all ManageMore software editions which allows Intellisoft Support staff to connect to your pc over the internet in order to address your technical support issues in the quickest manner possible. In less than 10 seconds, Intellisoft support can see what you see on your pc and begin addressing your support incident. This technology will provide you the highest level of support interaction Intellisoft has ever offered and reduce support times by as much as three times the normal duration when using the telephone only. NEW (Beta): Intangible supertrack items can now be associated to a variable cost for improving profit calculations of sales invoices for some business models. In other words, inventory items now have an option for making a service item record its cost to be the same as the sales price so that profit related reports will display these items as a zero profit. This behavior is useful for business models that may perform a service of collecting payment on behalf of some other agency or company (e.g. electric company, phone service, cable service, etc.). To activate this feature, please go to your Supertrack inventory list and select the intangible item you want this behavior for. Go to the Options tab and select the checkbox "Item cost will always be equal to selling price." IMPROVEMENT: When creating a "No Charge" invoice (i.e. zero dollar amount transaction), the program will now display this invoice on a customer statement. IMPROVEMENT: Sample Company will now evaluate if your system has enough hard drive resources to perform this operation. IMPROVEMENT: Larger databases with many locations could experience an initial lag on first time entry to POS. A performance improvement was made to the POS system when initially entering the application for the first time. IMPROVEMENT: ManageMore invoice payments now have a convenient Exact button for quickly pre-filling in the payment amount as the total invoice amount. IMPROVEMENT: ManageMore invoice payment window now supports a credit card being swiped at any point on the screen. IMPROVEMENT: Sales History by Item Report now exports item category, department, and manufacturer fields. FIX (from Beta Build 8021): Sales Profit Analysis report was not taking into consideration invoice returns that were linked to a Cellular Contract with commission. FIX: Tax Override feature on Sales Order was resetting when going back to the open sales order to make changes. FIX (from Beta Build 8021): The Batch Inventory Receiving/Transfer Process was not properly auto-filling a purchase receipt from the prices designated on the purchase order. FIX: Intellicharge Gateway using POS Card Systems was having intermittent errors when processing refunds. FIX: Warranty feature was not properly warning/restricting returns on items.
NEW (Beta - Cellular Manager): The Customer Profit Analysis report now provides the same invoice profit calculations (i.e. taking cellular commissions into consideration) that was added to Sales Profit Analysis report in Build 8021. IMPROVEMENT: A change made to the Intellicharge gateway should result in slightly faster authentication response time from the card processor. FIX: A problem was detected with Intellicharge and the Mtrex gateway that caused card authorization to sometimes fail. FIX: An edited sales quote with a customer account using promotional customer pricing discounts would not work correctly. FIX: Lot-Based Serialized Inventory was not properly adjusting its inventory count when using return processing and returning item directly back to stock. FIX: Lot-Based Serialized Inventory was not properly adjusting its inventory count when receiving an item that contained a purchase unit of measure greater than 1. FIX (Paging Manager Module) : Test Page feature stopped working properly after the implementation of Paging functions within the POS system was introduced starting in Build 8022. FIX: Under very specific situations (a negative costing scenario), a reversal of a purchase receipt could fail and result in deleting the original purchase receipt. FIX: When using the Return Processing feature (Held Inventory Method), a refund performed from the POS system would not always update all items that needed displayed in the Return Processing window.
ManageMore Version 8.0 Build 8024 (released 7/01/09) CHANGE: Occassionally, we will get reports of customers claiming that the upgrade process will fail with an "FTP Error." In most cases, this is a firewall related issue. However, in some cases the Intellisoft Web Server will reject the connection during busy periods and other factors. Starting with this build, an improvement was made so that the upgrade process makes several attempts to connect to our servers before returning a failed software update attempt. This should minimize these reported update errors. CHANGE: Database Integrity will now evaluate invoices more thoroughly by ignoring a specific type of corrupt invoice that might cause the program to think that the customer balance is not in sync with the invoices on file. CHANGE: Database design change was made to minimize the possibility of stray transactions in the system when a power failure or other sudden interruption occurs while adding a record. FIX: A problem was detected that may affect some user who installed Build 8022 or 8023 only. This issue may prohibit you from being able to do future upgrades when using the "Software Update" menu item from within ManageMore. If you have this problem, you will receive a "mmcheck.exe has encountered an error..." message shortly after starting the upgrade process. FIX: Held Sales Order were not properly being released from closing/opening the order again. FIX: Reverse Phone Lookup using a free internet search engine stopped working as a result of changes made by the service provider. Adjustments were made to get this feature working again with the internet service. FIX: Sales Quotes that had previous transaction notes added to it were not allowing changes to the notes when re-editing the transaction.
ManageMore Version 8.0 Build 8023 (released 6/29/09) IMPROVEMENT: From the POS application, you can now edit the properties of the Touch Pad Buttons and/or Function Keys by simply performing a right mouse click directly on the button located on the POS screen itself. NOTE: We recommend you set up security and lock this feature from unauthorized users. If using Program Area Security, only Full Access can access these feature. Using security groups, the security resource Id is 4708. IMPROVEMENT: Some design improvements were made to the print output of 40-column and 20-column POS receipts.
ManageMore Version 8.0 Build 8022 (released 6/02/09) NEW: Customer record now supports a web site field which works interactively with the Customer Care screen. A customer record that has a web site recorded will display a button on the front screen of Customer Care that will take you directly to the web page. You must activate this display field in Setup... Application... Customers... Display Fields... NEW (Paging Industry Feature): Key Pager Industry related functions are now accessible from the new POS system. You can add/edit pager activation records, auto-create invoices, and perform test pages. Please see Setup... Application... Point of Sale... Touch Screen... to add these new POS functions to your touch pad menu's. IMPROVEMENT ( eConnect Cart Feature): The tracking number can now be passed back to ManageMore from a web script. This value will be recorded within the corresponding web sales invoice. IMPROVEMENT: Stand-Alone ManageMore Time Clock System now provides a back-end Manager Login for setting up and managing time and attendance features directly. CHANGE: The Desktop Scheme appearance option has been removed from all software editions. FIX: Purging of the Transaction File might result in the application never finishing the purge process under a specific scenario. FIX: Task Manager viewing problem was occuring when tasks were assigned to an employee and that employee was viewing their tasks in an employee filtered view. NOTE: Upgrading won't immediately fix the problem on any tasks already created prior to this build unless you open and re-save the current task.
ManageMore Version 8.0 Build 8021 (released 5/28/09) NEW (Beta - Cellular Manager): The Sales Profit Analysis report will now provide invoice profit calculations that take into consideration pending commissions from cellular activation contracts. This has been a long requested feature by many cellular dealers and has been overlooked because of the high level of inaccuracy in such a report. The correct method for evaluating profitability has always been and will continue to be the use of financial reports (like the Profit and Loss) which show the correct income/expense of a company. NEW (Beta - POS System): A new Sales Receipt Recovery feature has been added. This recovery feature is most useful for ManageMore users with multiple POS workstations. In the unlikely event of database corruption during the saving stage of a sales receipt, ManageMore can now retrieve the details of the failed transaction on subsequent re-entry to the POS program. Network users who experience a failure in saving a transaction will often find that one "locked" network station will subsequently cause a dominoe effect of other stations to lock up if the first locked station does not exit ManageMore quick enough. In many cases, the problem caused by one station becoming locked is not the same problem that causes other stations to lock. Subsequent stations are just waiting for the first "locked" station to finish so that the pc can save their own transaction accordingly. Unfortunately, hasty operators may be "quick on the trigger" to reboot a workstation that seems locked indefinitely. IMPROVEMENT: Purchase Order Auto-Fill feature now considers Supplies Inventory when auto-filling transaction. IMPROVEMENT: An already existing inventory item can now be converted to a serialized item as long as the quantity reaches zero. IMPROVEMENT (Payment Authorization using Intellicharge Module): When a credit card or debit card is processed within ManageMore and an internet communication failure occurs, the ManageMore application will now provide a clearer explanation of the problem and how to proceed. The user has the option to save the sales transaction without further card processing or can quickly re-attempt the card authorization. This improvement should minimize the amount of errors caused by sales clerks who inadvertently re-authorize the credit card always and often cause duplicate charges as a result. IMPROVEMENT: Employee Id Cards with Magnetic Stripe now supported within the ManageMore Time Clock System. FIX: Unearned Revenue Report was not working properly after some changes to how ManageMore deals with future based billing. ManageMore Version 8.0 Build 8020 (released 04/29/09) NEW (Beta- Cellular Manager Module): A cellular rate plan record now has a new plan type field that can be used to better categorize rate plans so that it is easier to find specific plans with large databases. The Plan Type field allows you to create common tag values (e.g. Data Plans,Text Only Plans,Business Plans,etc.) that can be used as a filter when viewing the entire Rate Plan Table. NEW (Beta): Inventory Import now support full update/merge capabilities if items on an external file match the same SKU in your ManageMore database. NEW (Beta): Inventory Import can now automatically create new items or update existing items across all locations in the inventory database. NEW (Beta): Tracking Number now displays on emailed Invoices. NEW (Beta): Multiple Hold & Recall feature for ManageMore POS NEW (Beta for Professional/Complete Edition Only) - Catalog Inventory NEW (Beta) -Batch Inventory Receiving/Transfer Process NEW (Beta): A Security Question and Security Answer Field is now available on all customer records. This feature is useful for customer service departments that require additional verification of customer identity or when the customer has forgotten their assigned account password. Some business models that are regulated by local/federal government are required to protect sensitive customer information. In some case, fines can be imposed on corporations that do not verify the customer's identity over a telephone using a password and/or security question. For example, the FCC's Customer Proprietary Network Information (CPNI) is one such regulatory law that will fine telecommunication providers for not verifying customer identity. NEW (Beta): Purchase Receipts and Transfer Receipts will now provide a warning message if any corresponding P.O. Number / T.O. Number on the transaction is not completely filled. This warning can serve to remind you to take action regarding the incompleted referenced P.O. / T.O. (e.g. close the order, contact the vendor/store location, etc.). It can also help you catch a possible mistake on your inventory count prior to saving the transaction. NEW (Beta): The payment detail record now identifies if a credit card payment was electronically swiped or not. A message to the right of the Approval Code will display with "Swiped" or "Non-Swiped". IMPROVEMENT: Certain key lookup windows (e.g Inventory Item Lookup, Customer Lookup, etc.) will now remember the last lookup tab you selected. Some businesses always prefer one lookup method over another, so ManageMore now defaults to your most common search scheme and remembers this upon subsequent lookup. IMPROVEMENT: Purchase Order Status Report now provides a filter which precludes the printing of items that have already been fully received from the order. IMPROVEMENT: ManageMore Job Scheduler has been brought up to date on most new reports in the system. IMPROVEMENT: Electronic check processing within ManageMore has been redesigned and is much improved. As a result, some new field additions to the customer record have forced some moving around of key fields on a customer record. Please see next item. IMPROVEMENT: Best Sales Item Chart now supports more filters to allow reporting of statistics based on specifics categories, manufacturers, or departments. IMPROVEMENT: Customer Terms is now an importable field using the ManageMore Customer Import Feature. IMPROVEMENT: Sales History by Date Report and Sales History by Customer Report now have additional field filters (i.e. Salesperson and Date Range added). CHANGE: More improvements were made to the card processing gateway to minimize false positive approvals coming from the card processor. ManageMore will no longer rely solely on the Approval Status provided by the card processor. If an approval code is not provided along with the Approval Status, the transaction will be considered declined. CHANGE: Customer financial fields (i.e. personal banking/credit card information/Invoicing & Finance Options) have been moved from the Personal tab to their own respective "Financial" tab on the customer record. The Personal Tab will now contain only Driver License Info, the new Security Question/Answer feature, and other miscellaneous customer information. CHANGE: ManageMore users who are utilizing the AuthorizeNet Payment gateway will begin using a newer AIM implementation for processing credit card and e-check transactions over the web. This new implementation allows for compatibility with Vista workstations and utilizing stronger security measures that have been put into place by Authorize.Net. As a result, existing ManageMore users who upgrade and use AuthorizeNet as their electronic payment gateway will be required to re-setup their gateway credentials after upgrading to this build. ManageMore now requires AuthorizeNet's newer "API login Id and Transaction Key" credentials in place of the older "login name and user password" credentials. FIX: Serialized Inventory items were not always refunding back to inventory properly after the new refund design was implemented in Version 8. FIX: When using Customer RMA's with auto-fill quantity turned off, the RMA extended price would not calculate properly if you only changed the quantity field of an item. FIX: ManageMore Users whose software subscription service has expired might inadvertently receive an error about Excessive Passcode Attempts. FIX: Purchase Order/Quote Form did not allow enough printed column space between the SKU and Quantity field when a very large SKU item code was used. FIX: Under specific circumstances, the Security Administrator would give a path error when called from within ManageMore. FIX: If the ManageMore Program Folder was mapped to a root drive letter (i.e. M: ), the application would not behave properly during software upgrades. FIX: ManageMore Offsite Edition was not properly upgrading. FIX: Adding a customer payment from a POS function called from the POS system could cause erradic behavior with the sales receipt on screen if you cancel the customer payment.
ManageMore Version 8.0 Build 8019 (released 04/16/09) IMPROVEMENT: Pick Tickets from the Fill Sales Order window now sorts by Bin Location and then Item Description. IMPROVEMENT: The Touch Pad Menu in the ManageMore POS application can now Auto Create Menu's based on item manufacturer. CHANGE: We have put back the option (from Version 6/7) to be able to change the unit price of a non-specific redemption item at the point of sale due to many existing ManageMore users wanting to continue this practice in spite of the more accurate redemption specific pricing feature implemented in Version 8. NOTE: We strongly discourage the practice of creating a discount item code that can be modified to any amount on-the-fly as it will definitely lead to costly errors/fraud over time. CHANGE: An adjustment was made to how ManageMore deals with inventory items and situations that create negative average cost. This adjustment should minimize the possibility of receiving errors regarding negative average cost issues. FIX: The Inventory Item Lookup Window would not properly display price information when highlighted on an item on the list. FIX: Internet Time Stamp feature for Time Clock was not working due to recent changes made by the Internet Time Servers that ManageMore relied on for obtaining the UTC time. FIX: The Calculate Money Total for Deposit feature was not properly adding all monetary values. This was caused by a recent change when $2 demonition was added to the count feature. FIX: Tax on Tax calculations using the Pay Tax Wizard were being improperly computed. FIX: Tax on Tax is now being considered on tax reports. FIX: Redemptions items specifically applied against other items were being improperly reported in the Pay Tax Wizard and all Tax Reports. This would only affect those users who may have started using this new functionality released in Version 8. FIX: Item Cost Activity Detail Report with recently added "Inventory As of" back date feature was not taking into consideration the possibility of prorated freight charges and discounts on purchase receipts. This could reflect an innaccuracy in the cost amounts reported.
ManageMore Version 8.0 Build 8018 (released 03/31/09) NEW: Customer account number can now be changed. ManageMore will move all related transactions and historical data to the new customer account. See Lists... Customers... Customer Lists... Fix Account Number toolbar icon. NEW: POS Customer Phone Search function has been added. You can now assign a POS function for quickly retrieving customer accounts by a phone number on file. See Setup... Application... Point of Sale... Touch Screen... Function Keys or Touch Screen... The new function is referred by as "Customer Phone Search" NEW: Vendor RMA Status report added to ManageMore Reporting system. NEW: When viewing the General Ledger Account details, you can quickly drill-down to see the details of how a transaction posted to the General Ledger. This can help clear up confusion when you are uncertain why a particular transaction did not debit/credit the GL account in the manner you were expecting. Please refer to the new toolbar icon on the ledger screen that allows you to view the GL posting. NEW: Sales Order now supports import option for auto-filling transaction from an external source. NEW: Sales Order Deposit Report added to the ManageMore reporting system. IMPROVEMENT: Sounds-like Search option when searching for an item within the ManageMore Business Software invoicing now remembers how you set it last. The same goes for the "Search for current location only" option. IMPROVEMENT: Default Printer button added to ManageMore Business Software Invoice form and POS system. After completing a sales transactions, a button option is now available that can change the default printer used for sales invoices. This is particularly useful for users under Terminal Services that utilize more than one printer and are dealing with printer names that change with each session login. IMPROVEMENT: The Merchant Account Provider's Gateway Reference number is now viewable from the Payment tables and when viewing a particular payment detail. IMPROVEMENT: You can now access the margin/markup calculator upon adding a new kit item for the first time. Prior versions only allowed you to access this after the inventory item was recorded. IMPROVEMENT: Database Integrity can now verify the accuracy of inventory items that are defined with FIFO/LIFO costing. The Integrity process will confirm that all cost layers add up to the inventory quantity on hand and allow for readjusting if not. IMPROVEMENT: FIFO/LIFO cost layers are now verified for accuracy within Database Integrity process IMPROVEMENT: Sales Orders now support cash overpayment with change due printing on receipt. CHANGE: Trend Micro Anti-Virus Software would falsely report the ManageMore application as a possible virus threat to the user. Adjustments were made to avoid this false positive report. CHANGE: Database Integrity now warns that running the process while other stations are using ManageMore could result in inaccurate problems being reported about your database. ManageMore will still let you run this process while others are working in ManageMore, but there is a remote possibility that a false problem could be reported. FIX: Toolbar items would suddenly disappear upon logging into program. This problem was caused by a very recent change in multi-user licensing which affected logic toolbar items linked to modules. FIX: Last Purchase Cost on inventory might not get properly updated from a Purchase Receipt under negative quantity conditions. FIX: Vendor RMA's could mistakenly lower item quantity on hand more than it should if you went back to the original vendor RMA and edited or resaved the transaction. FIX: Possible program crash when using the Sample Company Feature the first time it is used after copying a company profile. FIX: Multiple corrections made to the Job Scheduler module to make it more efficient FIX: Under rare circumstances, Transfer receipts were not always properly affecting the cost layers associated to inventory Items defined with FIFO/LIFO costing. FIX: Under the specific scenario of a sales order that is fully paid and then partial invoices are generated against it, the system could inaccurately calculate tax on each partial invoice. FIX: Recent changes made to In-Depth scan option on Database Integrity process caused this feature to not work as intended. FIX: Credit Card on File setting on customer payment screen was not populating credit card with masked value. This was caused from a recent build where all credit card numbers are now partially hidden from view per credit card laws.
ManageMore Version 8.0 Build 8017 (released 03/09/09) NEW: ManageMore now stamps invoices as being generated from a POS transaction versus being generated as an A/R invoice. A POS transaction is defined as any invoice where full payment is tendered against the transaction immediately. This new field setting can be useful for custom queries and is also used on some of the sales report within ManageMore. This new feature will only work for invoices generated in the past 12 months and for all future invoices. All older transactions will appear to be A/R invoices when run for older date periods. IMPROVEMENT: Database Integrity had new in-depth scan settings added that verify some additional customer referential integrity checks with the contacts database. Furthermore, the in-depth scan now works in conjunction with the other check box settings on the screen. When In-depth scan is checked along with the other specific areas that database integrity can check for, it provides more thorough database verification for that area of interest. IMPROVEMENT: You can now change the account type for GL Accounts that are already in use. You can change the account type to any other account type as long as it is of the same posting type (i.e. posting type stays as either balance sheet or income statement). IMPROVEMENT: A new database setting was made to easily identify what invoices are done as point-of-sale transactions versus A/R invoices. Furthermore, the sales history by date, sales summary, and sales trend reports now provide a filter which allow you to specify whether you want to view POS and/or A/R invoices accordingly. IMPROVEMENT: Intellicharge Console is now accessible from ManageMore Business Software and ManageMore POS Manager Mode using the Hot Key Ctrl-Alt-I. This program allows you to process credit/debit cards manually, in cases where a problem occurred with the original payment authorization. NOTE: For security reasons, it is strongly advised that you have a Security Verification passcode defined in your ManageMore program (if you don't already have it defined). See Setup... Application... Company... Program Options... FIX: The sales rep would not always properly reset on the POS system when using the automatic logout after each transaction. This is only a problem if your settings were designed to automatically select the login user id as the sales rep for the invoice. FIX: When invoicing a debit card using the ManageMore Business Software, the PIN Pad device would create an Error Packet 4. This error was caused by an earlier improvement in Build 8012 which masked the Credit Card from view. FIX: Importing transactions would not use the appropriate customer price level when an invoice was linked to an account without any specific pricing.
ManageMore Version 8.0 Build 8016 (released 02/27/09) NEW: The POS program now provides an easy way to assign a default company profile for login. Within the Switch Company window (i.e. pressing the Switch Company Button in the upper left of the POS screen), highlight the company profile and press the "Default Company" button. NOTE: This feature does not override any forced company login ID added as a command line parameter when running the in the MM POS program. NEW: Bill To / Ship To headers are now user-definable. Some business models deal with customers in a different manner and do not use the terms "Bill To" and "Ship To" when invoicing clients. Service/Trade businesses might want to use terms like "Service Address" or "Delivery To" or even "Pledge From." To change these header names to better suit your business terminology, please see Setup... Application... Accounts Receivable... Form Printing... NOTE: The software will still refer to these fields internally as a "Bill To/Ship To" field when exporting data or creating custom reports within ManageMore. NEW (Beta): The Inventory Cost Detail Report ( renamed from Inventory Cost Analysis Report) now provides the ability to add a back date for reporting inventory values as of a certain past period. This is very useful when you want to get accurate inventory costs as of a prior year end for accounting purposes. NEW: Sales Order Form Type 4 added which provides kit item detail breakdown when printing. IMPROVEMENT: When running statements for a period that contained no customer statements to distribute, the system would not let you tag an empty distribution file as completed. An improvement was made that will auto-tag empty distribution billing runs the moment you attempt to distribute customer statements. IMPROVEMENT: The Money Count option when closing a cash drawer now remembers the money amounts entered if you go back and forth between the count screen and the cash drawer closing screen. Also, the 2's dollar amount was added to the count. FIX: Tasks were showing multiple times if former employee existed with same ID. FIX: Touch Screen setup would inadvertently popup an upgrade message under certain software editions. FIX: Purchase Quotes were not printing the policy message correctly. FIX: When refunding an invoice that initially contained a dollar amount in the freight field, it would not show the freight amount field to allow for crediting of freight charges. FIX: Auto-Fill Purchase Order feature did not always consider all scenarios for auto-filled items that are back-ordered. Under specific scenarios of back-ordered item quantities in combination with committed quantities from sales orders and already existing pending quantities from existing PO's, the auto-fill feature would continue to auto-fill the same item on subsequent PO's. FIX: Searching for an item using Intellisearch on the POS system would display erroneous quantity counts on the selection window.
ManageMore Version 8.0 Build 8015 (released 02/20/09) NEW (Beta): Mix and Match Promotions at the Point of Sale. We have added two new Pricing Methods to the Inventory Promotional Pricing feature to help automate the POS. These two promotion calculations allow you to take a group of similar items and create sales incentive offers like "Buy any 2 CD's, get a third one free" or "Buy any Cook Book, and get the next Cook Book for 50% off." This type of promotional pricing is popular with business models that like to sell similar related items like magazines, CD's, Books, clothes, etc. that have more or less the same price point. To use this feature, simply take similar inventory items and classify them with the same Promotional Id. Then assign that Promotion Id's pricing method to one of the bottom two "Buy Any xxx, Get More" calculation methods. IMPROVEMENT: Printed Purchase Receipts now show Bin Locations for the items received. This can be useful for larger warehouses that need to know where to find locations to store recently received merchandise. IMPROVEMENT/FIX: Inventory Item Activity Detail Report now shows item cost totals. This improvement allows users to use this report to get inventory costs for a back dated period. Furthermore, a long-standing problem was correct where under special circumstances the kit details would not report properly. NOTE: If you have purged data from MM, then the new improvements to this report may not accurately provide inventory costs for past periods. IMPROVEMENT: Refund of A/R transaction with no payments associated to it will no longer go to the Payment Tender window. The program will assume that you simply want to credit the customer account for the A/R invoice. IMPROVEMENT: When refunding an invoice that was paid using a non-swiped credit card payment, the program will now automatically fill in the non-swiped credit card information for easier tender reversal. Also, ManageMore does a better job of managing the credit amount to issue for all credit cards used on a sales receipt. This new refund logic is particularly useful when multiple credit cards are used on the original sales receipt and a partial/full refund is then subsequently needed on the transaction. IMPROVEMENT: ManageMore will now warn user when attempting to do a refund with a credit card that was not used on the original sales receipt. IMPROVEMENT: Redesign of Invoice Payment Tender Screen within the ManageMore Business Software. Some better logic was introduced on the Tender window within ManageMore Business Software. When swiping a credit card, the credit card number is now partially hidden and non-editable. New Clear buttons were also added to allow for quick removal of payment fields on the Tender window. IMPROVEMENT: If you are not processing cards electronically within ManageMore, you are no longer required to enter a credit card and expiration date when selecting a credit card tender type. FIX: Swiping a credit card when tendering payment on the new POS system would incorrectly show the Exact Pay buttons instead of showing the Card Number and Expiration Date fields.
ManageMore Version 8.0 Build 8014 (released 02/13/09) IMPROVEMENT: ManageMore does a better job at reminding you when your software subscription plan is about to expire. IMPROVEMENT: The software upgrade will now initially remove many files that are no longer used by the application in order to cleanup your ManageMore folder and reduce the overall size taken on disk. IMPROVEMENT: The ManageMore Advanced Toolkit can now be accessed from within ManageMore, under the Database Manager feature (i.e. File... Maintenance... Database Manager... Toolkit Button). IMPROVEMENT: The ManageMore Advanced Toolkit now includes a revamped Cleanup Database tool that will attempt to remove all foreign files/folders that are not part of the ManageMore system. Over time, ManageMore users may have inadvertently saved stray files, created temporary backup files, or created temporary sub-folders within the MMWIN folder. These foreign files/folders end up cluttering your application folder and make backup sets larger than they need to be. Use this tool to bring your ManageMore Folder to a clean state that is similar to installing the application from scratch. IMPROVEMENT: Software update process identifies problem update files in a simpler manner than before. Makes it easier for Intellisoft support to identify problem files that need fixed prior to updating. CHANGE: Email Invoices on pc's using receipt printers would creat malformed invoices in the pdf attached email. This was due to the printer driver. To workaround this, customers are advised not to make the receipt printer the default printer on the pc. Use another standard printer driver as your default (even if that printer doesn't physically exist on the pc). FIX: POS application ignore the security resource which hid the Human Resources menu item while in Manager Login mode. FIX: Sales order would intermittently lose customer record focus when going back to an open sales order. This would cause some error messages to appear when re-saving the open sales order. FIX: Some Customers upgrading from older versions prior to version 8.0 were not receiving the new default touch pad menu and default function key settings within the Touch Screen POS system. If you haven't already modified the function key layout or touch pad layout, re-upgrading to this version will correct this. FIX: Promotional pricing using the Customer Pricing scheme did not round to the decimal accuracy set by the unit price. This could lead to an extended price that was off by a few pennies when large quantities were sold and discount percentage caused more decimal places than desired. FIX: POS application could create transactions with negative balance if the user entered a cash amount and credit card amount at the same time for the same amount to pay an invoice. This unusual scenario happens mostly from user error attempting to take cash and then realizing the customer is going to pay via credit card. If the user doesn't remove the cash payment, the system would behave incorrectly and cause a negative balance. This build will now effectively ignore the cash payment if a credit card payment was processed instead. In order to correct past invoices that may have already been affected with a negative balance, we recommend all customers to run database integrity and choose the in-depth scan option.
IMPROVEMENT: A new setting has been added to the invoice payment window to allow for a credit card payment to be recorded without being authorized by the card processor. In the rare case where a credit card was processed/approved electronically but did not get acknowledgement to ManageMore, you can now complete a transaction without re-processing the credit card twice. FIX: Pricing problem on POS system when the item contained price breaks.
ManageMore Version 8.0 Build 8012 (released 02/02/09) IMPROVEMENT: Credit Card Detail information is now partially hidden from full view in all areas of the program including the customer record, point of sale, and invoice screen. This is in compliance with new credit card laws set by PCI Security Standards Council at https://www.pcisecuritystandards.org/security_standards/pci_dss.shtml FIX: Hovering region problem under Accept Tender button on POS screen. FIX: Issue with label printing on inventory records. Under certain conditions, an item code that is not meant to require label printing could be accidentally set. ManageMore Version 8.0 Build 8011 (released 01/22/09) IMPROVEMENT: Purchase Order Selection Window now displays the memo column. IMPROVEMENT: Improved the Inventory Import process to support importing of purchase/sale unit measures. FIX: Region problem on Tender Summary Window that would accidentally close the window when selecting the Options button at times. FIX: Problem with cash drawer deposits when using a default bank account that is restriced to a specific location. A user could inadvertently save a cash drawer batch without assigning a bank name, which caused the program to select an invalid restricted bank name. FIX: Issue with Account Terms on POS screen when customer did not have a default term to choose from. FIX: Customer statement selection problem from Customer Care window. Statement Form 6 was not being properly selected when viewing/emailing a customer statement.
NEW (Beta): Gift Receipt Printing Feature IMPROVEMENT: Inventory Copy Wizard can now copy item characteristics to other items from different inventory locations IMPROVEMENT: Vendor RMA's are now managed in a better manner by tracking RMA quantities in a separate quantity count IMPROVEMENT: Check Printing now shows the phone number when allowing MM to print the company name on the check form. IMPROVEMENT: Printing related issues throughout many areas of the application that did not properly send print jobs when the user used the Properties button to override the Printer to use. Also changed logic which would change the Printer Name saved in the Setup to the printer name value selected when using the Properties Button in various print areas of the program. IMPROVEMENT: Cash Drawer Management can now be done by Station Id versus Location/Employee. It is now our recommendation that most existing users consider switching to the Station Id method of managing Cash Drawers. Please see Setup... Application... Banking... General Options... FIX: Sales invoice problem with the cursor not tabbing correctly when first entering an invoice. FIX: GPF error that happened sometimes when ManageMore would connect to the mail accounts for retrieving/sending email.
FIX: Resolved issue with Inventory Count importing of items that are serialized. Under certain circumstances, imported serialized items would not properly append itself to the inventory count process.
IMPROVEMENT: Sample Company Mode for POS. You can now open a sample company profile from within the ManageMore POS system.
IMPROVEMENT: Import Transaction feature now supports importing of sales quote transactions from third party applications. IMPROVEMENT: Electronic credit card processing provides more detailed explanation on what to do when an internet communication error occurs. Past versions provided an error message that might not have been clear on what an internet communication error was (compared to standard approval/denial authorization). As a result of this confusion, some users were inadvertently double-charging credit cards when the error message would appear. Version 8 now makes sure that the user understands the consequences of attempting to re-process a credit card that has received this message. Furthermore, logs are internally recorded when these internet communication failures occur so that it is easier to trace what the clerk encountered on screen.
IMPROVEMENT: Payroll Export Wizard process now reduces chances of sending wrong payroll details to Payroll Provider IMPROVEMENT: List and Label Manager now provides an option for setting a default Label Printer FIX: Resolved issue with Cash Drawer batches not totalling properly when a cash drawer was not closed in the same day.
IMPROVEMENT: Added security resource to Inventory Explorer Delete Button IMPROVEMENT: Improved setup for Receipt Printers - Test Button added and default printer codes added when a receipt printer model is selected FIX: Resolved long-standing issue with Receipt Printing of bar codes
IMPROVEMENT (POS): New Inventory Receipt process for those small business owners that want a simple way for updating inventory quantities. This is primarily for the simple user who wants to avoid using the backend ManageMore Business Software. IMPROVEMENT: Sale Unit of Measure can now be changed using Aliases. Using the Alias Inventory feature, you can now sell the same item with different sale unit of measure by simply creating a variant item code. This is most common with businesses who sell items measured by volume (i.e. Paint Supply Store, Chemical Supplies, Propane, etc.) IMPROVEMENT: Void/Inv Adjustment Report now supports a Reason Code filter. IMPROVEMENT: Easier to use Time Sheet Review Window IMPROVEMENT: Better designed Time Clock window layout. FIX: Performance issue with Time Clock and Internet Time Verification FIX: Resolved issue with Time Clock and Bi-monthly payroll schedules. Bi-monthly payroll required adjustments to how normal/overtime hours are calculated.
NEW: Touch Screen Compliant POS System NEW: Sales Summary Report by Hour NEW: Touch Pad menu for POS System NEW: POS Themes for POS System NEW: Seasonal Inventory statistics are now recorded per item NEW: Customer Photo's can now be linked to a customer record IMPROVEMENT: Redemption Items now support specific item discounting IMPROVEMENT: Refund process redesigned to be reduce errors at point-of-sale IMPROVEMENT: Support for multiple electronic cash drawers on a single workstation
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