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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. Please refer to your current Software version and build number and then read the appropriate realease notes below for all new builds that follow your current version. ManageMore Version 8.0 Build 8068 (released 01/01/12) IMPROVEMENT (Cellular Manager): Using the serialized inventory along with cellular activations works smoother. The serialized item will auto-populate on the final invoice without needing to re-enter the serial number. CHANGE: The government 1099 laser forms (used by ManageMore for pre-filling) has changed. In order for ManageMore to print out 1099's properly for your sub-contractor, you will need to upgrade to this software build. FIX (Cellular Manager): The Batch Cellular Inventory process was not working properly when used in conjunction with Serialized Inventory. IMPROVEMENT: The Database Integrity process is now up to 80% faster when analyzing inventory items. IMPROVEMENT: When using Promotional Discounts with Mix and Match strategy, an option now exists for determining the mix and match strategy you want to deploy.
ManageMore Version 8.0 Build 8067 (released 12/08/11) FIX: Several fixes related to the recent release of Build 8065 were made in various areas of order entry and invoicing. CRITICAL: Under an uncommon circumstance, receiving inventory from the batch inventory receive/transfer process could cause problems with inventory counts. CRITICAL: Under an uncommon circumstance, the referential integrity of an inventory record could be compromised when an inventory is edited and then saved after performing some transaction that could affect the inventory item's quantity count. FIX: Back Order Qty was not always showing correct values (caused from changes made in Build 8065). FIX: When editing a sales quote/order, items that were utilizing price break calculations would not always recompute correctly. FIX: Correction to Purchase Receipt security control which hides the item cost on screen.
ManageMore Version 8.0 Build 8066 (released 11/28/11) NEW: Most transaction forms now provide a printed bar code for quicker data entry use with the help of a bar code scanner. IMPROVEMENT: The Transaction Import feature of ManageMore now supports importing of sales order transactions. For details on this, please refer to the ManageMore Interchange Format specifications. FIX: The stand-alone time clock application and the time clock from within the POS system could be accessed prior to knowing the location of the user who is clocking in/out. IMPROVEMENT: A security option was added which allows a user to override the sale unit price below the lowest selling price set in inventory. The user will need to know the security password in order to sell the item for less than the lowest selling price threshold. FIX: A few minor corrections were made to the Pick Ticket form.
ManageMore Version 8.0 Build 8065 (released 11/03/11) SPECIAL MESSAGE: We apologize for the lengthy delay of this software release. Major changes took place in the Order Entry and Serialized Inventory portion of ManageMore which affected many areas of the program. Also, several Intellicharge enhancements were made to improve the electronic card processing experience in ManageMore. Please verify all of your Merchant Account settings immediately following this upgrade to ensure that your credentials and card settings are correct. More details on all improvements for this build can be found below. CHANGE (Order Entry): ManageMore Order Entry now refers to the process of pick tickets, order labeling, and order verification as a Sales Order "phase." Depending on your business model, you may use one or all of these phases in the steps required to fulfill an order to invoice. See Setup... Application... Order Entry... Sales Order Phases... to select the phases your business requires for an order to be considered FINAL and ready for invoicing. NOTE: When upgrading, the system will automatically select pick ticketing as the minimum phase required to complete an order. NEW (Order Entry Workflow Management): A Sales Order can now have an associated process with incremental stages for workflow management purposes. Order Workflow is used to control the sequence of events that occur in the processing of your orders. In prior ManageMore builds, order workflow was restricted and limited to simply picking the order (i.e. Pick Ticket event) and possibly verifying the order. Moreover, the picking/verifying/labeling of an order is actually closer to a finalization step you do after all stages of an order are completed and ready for customer delivery. As a result, the new features of our order entry system have created some new terminology. ManageMore can now provide you with the ability to create and/or select a "process", "stage", and "phase" that will be used for completing an order. As already mentioned, from this point forward we will now view our traditional picking/verifying/labeling of an order as a final "phase" of delivery. These phases are presented in the Manage Sales Order window as in previous releases. A "stage" is a user-defined incremental event that builds up to the completion of an order (e.g, Stage 1. Wood Cutting Stage; Stage 2. Wood Building Stage; Stage 3. Sanding/Painting Stage; Stage 4. Drying/Buffing Stage; Stage 5. Final Inspection Stage). A "process" groups together a set of incremental stages which represent a specific action you want to track. For example, a business may build wooden horses and wooden chairs for its clients. This business may need to manage two different processes with their own set of unique stages required for building the wooden horse versus the wooden chair. The more diverse your business, the more processes and stages you will likely create for helping you organize the flow of your orders. The introduction of a process to an order can better organize workflow and maintain history of the activities, functions, errors and notifications that transpired on an order. Certain business models are ideal candidates for this new "process" and "stage" designed features. Businesses like Repair/Service facilities, Bicycle/Machine shops, Custom Furniture builders, Food Preparation, Trophy/Sculpture makers and dozens of other businesses which customize/build products are a perfect model for workflow management capabilities. To create your very own custom processes with stages, please see Lists... Order Entry... Sales Order Processes. New toolbar buttons have been added to both the Sales Order transaction window and the Manage Sales Order window (formerly known as "Fill Sales Order") to facilitate this new workflow process. You can edit any stage to place important notes/instructions on current or future stage of an order. You will also notice that a stage can be assigned to a particular employee as well. This goes hand-in-hand with new toolbar settings that are now available on the Manage Sales Order window. An employee responsible for a certain stage being completed on an order can now quickly view all orders assigned to him/her to help complete/move those orders along to the next appropriate personnel. The Manage Sales Order Window has undergone several new changes with the addition of filters that now allow you to view all orders in a particular process or stage, as well as orders being assigned to a particular employee. Furthermore, a new checkbox was added to hide "Drop Ship" orders from the Manage Sales Order list. NEW (Order Entry): A stage can be associated to an email template. When a particular stage in the order process is completed, ManageMore will automatically send an email to the customer. There are many practical benefits to keeping your customers informed of where their order is in the production process. Utilize this email template to minimize customer phone calls and look professional too. NEW (Inventory): A kit item now provides a setting which determines whether the kit is sold pre-assembled or not. This settings helps ManageMore make better decisions on how it should handle the sale/verification/refund of a kit item. NEW (Inventory): A kit item can now include serialized item within its components. NEW (Order Entry): The Verification process now works better with kit items and serialized items. Utilizing the new "Pre-assembled" option on kits, ManageMore can now verify either the kit item itself or the individual kit components. NEW (Order Entry): The Manage Sales Order window (formerly "Fill Sales Order") now has a shortcut icon that can be added to the main toolbar. See the Settings button on the toolbar for adding this shortcut to your existing toolbar. NEW (Order Entry): When a Pick Ticket is printed with kit items, the program will now explode out the kit components based on whether or not the kit inventory item is set as pre-assembled or not. An optional Kit Assembly page will also print with the Pick Ticket for purposes of building the kit. NEW (Order Entry): You can now verify an order without immediately invoicing afterwards. This allows different personnel (other than warehouse) to actually finish the order and convert it to an invoice. NEW (Serial Number Manager): A re-designed serial number data entry window now exists throughout the program. Inventory items with associated picture will show within the Serial Number window itself. NEW (Serial Number Manager): The re-designed serial number data entry window can now better facilitate customers who want to easily record two unique values for each item received into inventory. The new design acommodates a bar code scanner in such a way that you don't have to touch the keyboard to receive multiple items with two serialized values each. NEW (Serial Number Manager): The serial number data entry window now provides an import option to allow the reading of a file containing serial numbers. IMPROVEMENT (Order Entry): When Labels are printed from the Manage Sales Orders screen, you now have the option of printing Inventory Labels or Transaction Labels. Labels for kit items will be exploded based on the "Pre-Assembled" option in the kit item. IMPROVEMENT (Intellicharge): Support for MerchantWare Card Processing Gateway 3.1. This improved gateway addresses several issues which would cause some card processing errors that were inconvenient at times. The main improvement revolves around drastically reduced card authorization errors that would occur when the credit card gateway was busy and/or non-responsive. With MerchantWare Gateway 3.1, ManageMore can now provide very clear instructions to the clerk on any failed status of a credit card authorization. The possibility of "Double Charging" a customer's credit card is now eliminated with ManageMore's ability to query the gateway for previously charged transactions prior to authorizing the credit card charge. IMPROVEMENT (Intellicharge): It is now easier to have multiple Merchant Account credentials and assign these credentials to multiple stations on a network. As opposed to setting up the same Merchant Account credentials each time a workstation is added to a computer network, ManageMore now stores these settings in a more efficient manner for simpler network setup. We urge users who are processing cards electronically to check out the new configurations and verify all their card processing settings are correct subsequent to this software build. See Setup... Application... Company... Payment Authorization... Providers Button. IMPROVEMENT (Intellicharge): Support for voice called credit card authorization with Merchant Warehouse Card Processing Gateway 3.1. In the event of an internet failure, you will be able to contact your Merchant Provider to process a credit card over the phone and then record the approval code within ManageMore. A special batch process is then used later on to post the card transactions. IMPROVEMENT(Serial Number Manager): Better support for lot based serialized items throughout the program. One can now enter multiple lot-based serial numbers on a single detail item row of a transaction. IMPROVEMENT(POS): Login users can now change their password from within the POS system. A new User Password Security button will now appear on the left side of the POS login screen for allowing this option. IMPROVEMENT(POS): Many screens where adjusted to better support Windows large 120 DPI font setting. IMPROVEMENT(POS): When performing a return, the cursor focus will now go immediately to the Reference Transaction No. field if the POS system is set up to require an invoice number for refunding. IMPROVEMENT(POS): Pressing the Home button will now bring the cursor focus to next line item on the POS screen (as well as bringing the Touch Pad Menu to its original state). IMPROVEMENT (POS): Support for Ithaca iTherm receipt printer. IMPROVEMENT (POS): Support for PCI Compliant Centurion card reader with Merchant Warehouse. IMPROVEMENT (Order Entry): Pick Tickets now show SHIP VIA information to help warehouse personnel who need to prepare packaging and shipping of merchandise for more than one delivery carrier. IMPROVEMENT: The Best Sales Item Chart and Sales Summary Chart now provide a checkbox option to allow the chart to only consider the resulting set selected. This option eliminates "Other" which represents all remaining items which didn't meet the resulting set criteria. IMPROVEMENT: Serialized items on Vendor RMA's are better managed in the database. Database Integrity process can now better determine if there is a synchronization problem between the inventory on hand count and the total serial numbers on hand for an item. IMPROVEMENT: The Serial Number lookup window now provides a Void button for convenience. This provides a simple way for doing many returns of serialized items that come from many unknown past sales transactions. IMPROVEMENT: It is now possible to configure a serialized item to automatically ask for a second user-defined entry field without touching the keyboard or using the mouse. This is for those businesses that need to store two unique values on a serialized product. The new serial number window design coupled with setting the UDF field as required will trigger ManageMore to toggle beween two fields for each item recorded. IMPROVEMENT: The Transaction Recovery feature in the POS system can now automatically void the credit card that was processed from the prior failed transaction. There is also some minor safety improvements and better internal logging of actions taken during the Transaction Recovery system process. IMPROVEMENT: The Inventory Transaction Notes field can now be assigned with a default value on the Inventory Template form. IMPROVEMENT: A new safety precaution setting was implemented to prevent a user from finishing a credit card related sale without the credit card being charged. In prior software builds, a new workstation that was set up for processing credit cards might get a message warning that electronic Credit Card Processing was not yet activated for the pc. A new setting in the ManageMore Payment Authorization setup now prevents a sale from completing if a credit card is provided and the program is not set up correctly to process the card. IMPROVEMENT: The inventory import feature now provides the option to either import new items only, update existing items only, or both. IMPROVEMENT: Purging inventory items (even when the item is still referenced on transactions) is now possible and suggested for business models with extremely large inventories (100,000+ items or more). Purging items no longer has the negative implications it used to have. Several adjustments were made throughout ManageMore to eliminate unnecessary "Missing Item" messages and/or provide the user with the option to ignore problems related to inventory items no longer found in inventory. Candidates for a periodic purging strategy include businesses that are constantly recieving and selling new/unique merchandise with short shelf life (like apparel, custom jewelry, custom artwork/sculptures, etc.). Businesses with large inventories which contain a big percentage of items that are no longer sold should consider purging (not discontinuing) merchandise. This will provide for a better performing ManageMore in reporting, database rebuilding, and software updates. The only known down side to purging items come in way of analytical sales reports that are unable to provide certain grouped details (like sales grouping by category or manufacturer for past periods). Accounting reports are completely unaffected by the removal of items. IMPROVEMENT: A tracking number entry field was added to the Vendor RMA transaction window. FIX: Various internal changes were made to the Vendor RMA and Purchase Credit process that addresses minor issues with serialized items when coming from Return Processing. FIX: When processing a Vendor RMA with serialized items and the disposition is set to "Replace Items", the program would not always properly convert the Purchase Credit with the serialized items as it should. FIX: When a Vendor RMA is auto-created from the Inventory Return Processing feature, subsequent closing and re-opening of the Vendor RMA can inadvertently cause inventory count problems. FIX: When editing a Vendor RMA, the program would allow you to make changes but then would not save those changes if you decided to immediately post the vendor RMA and create a purchase credit. FIX: Various internal changes were made to the Customer RMA and inventory issues that could arise from exchanges of serialized inventory items in conjunction with customer RMA's. FIX: The new recap statement feature (introduced in Build 8047) was not always properly recomputing customer aging. FIX: When using an alias SKU on a sales order, the converted invoice would not properly close the referenced sales order and would not reduce inventory quantity committed numbers correctly. FIX (Order Entry): When a sales order contains a group item and is converted to a sales invoice, the sales order would not always automatically close if the order was completed. FIX (POS): When certain functions are selected (e.g. transaction notes, sales rep, Bill To, etc.), the cursor focus did not always return back to the next line item for scanning/entering. CHANGE (POS): The date/time stamp on transactions has been changed so that it reflects the date/time when the invoice is totalled out and not when the invoice begins. CHANGE: A change was made in how ManageMore deals with credit card processing. This change primarily affects users with more than one Merchant Account (e.g. a store with multiple locations). The program now remembers the Merchant Account that was used to process a particular payment so that the same credentials can be used for reversal/post authorization transactions. FIX: The customer entry window was inadvertently giving an error when entering a bank account number on file. FIX: Converting prospect to customer was not adding industry related settings and causing a problem with the Paging Manager module. FIX (POS with Reward Card Module): If a Rewards Member is looked up without their Reward Card, ManageMore might not notice any rewards that are due to the customer at the point of sale. FIX (Order Entry): When posting a sales order to sales invoice which contains kit items, the program was not properly adjusting the quantity committed to the sub-items of the kit. FIX: When changing the length of the chart of account number, the system was not properly changing the value on old disbursements and journal entries. FIX: Pressing the Web Profiles Lookup button on the Supertrack Inventory form would sometimes create a misbehavior when saving the inventory record subsequently. CHANGE: Reverse Phone Lookup on customer entry screen has been removed. The public web site service that was used to retrieve customer information from reverse phone lookup no longer provides a free method for gathering this information. We are searching for other free sources, but have removed this option for the time being. FIX: Transfer Orders were not behaving correctly when entering a parent matrix item to select child items to transfers. FIX (Order Entry): Pick Tickets originating from a Transfer Order were not printing all pertinent information. FIX (Manufacturing): The Supertrack Kit Assembly calculator could incorrectly show an invalid quantity status whenever the item's quantity availability was greater than 1,000. FIX (Manufacturing): The Supertrack Kit Assembly calculator was improperly displaying intangible(service) items with item shortage. FIX (eConnect): A payment made from the eConnect CRM scripts was inadvertently recording the payment with a post date. This results in the payment record not showing on any subsequent statement process. FIX: When using the Inventory Copy feature for a single item, the new item created cannot be found using Intellisearch. FIX: When using the Inventory Copy feature for a single item, leaving the UPC field blank would not remove the UPC for the new item created. FIX: A subtotal calculation error could occur on a customer RMA when the initial invoice had items that were undersold and the tax settings in the program were using the the tax feature "Compute taxes on lowest selling price when item is undersold". FIX: Serialized/Lot based inventory items were being inadvertently allowed in the Inventory Batch Receipt process. Since this batch receipt process updates inventory without creating the purchase receipt first, a serialized item cannot be used with this process. FIX (Serial Number Manager): A reversed purchase receipt with Serialized/Lot based inventory items was not verifying the possibility that a serialized/lot item was already sold/removed from inventory. The system will no longer allow this condition to reverse the transaction. The user will need to re-add the missing serialized items to inventory (by means of a purchase receipt or inventory adjustment) before attempting to reverse a purchase receipt with insufficient serialized merchandise to return. FIX: Group inventory item was not always working properly on invoice transaction. FIX: Default setting for "discount percentage taken when filing tax payments" was missing in Setup area. FIX: When using the Delayed Group deposits window, the system was incorrectly ignoring sales order payments and not displaying them for marking/unmarking. FIX: When running the Sales Tax Reports provided from the Pay Sales Tax Wizard feature, the Sales Tax reports could inadvertently exclude exempt invoices from the total sales revenue numbers shown. FIX: When running the Sales Summary Chart Report by Location, it might not be clear which location is being referenced on the chart if all the store location names are the same. FIX: When performing a refund by manually typing the invoice reference number, you could receive an error indicating existance of an RMA. FIX: The program would calculate cost incorrectly when using the inventory item variable cost feature (introduced in Build 8026) in conjunction with a group item. FIX (eConnect CRM): Changes to the online payment scripts were made to fix an issue that would sometimes cause duplicate credit card charges when the customer was using Google Chrome or using an internal mobile phone web interface as their web browser. FIX: When using Vendor Care to view purchase quotes, the program would not always retrieve the correct transaction. FIX (POS): The Deposit window's "Pop Drawer" button was not working. FIX (POS): Pressing F10 inadvertently on POS entry screen would give the impression of a locked program since MS Windows uses F10 as a shortcut to the menu system. ManageMore now short-circuits this Windows behavior.
ManageMore Version 8.0 Build 8064 (never officially released) This version was only released to BETA clients and not released to general public.
ManageMore Version 8.0 Build 8063 (released 04/12/11) IMPROVEMENT: When using the billing recap statement feature, you can now provide aged balance options which only select customers to print that are of a specific past due status. FIX: When emailing a single statement to a customer, the option to display a customer purchase order number on the statement did not work. IMPROVEMENT: The Intellisearch engine for finding products now supports a word index count option that allows the Intellisearch engine to support more words for indexing/searching. FIX: When using the "Item Detail History" button (introduced as Beta release in Build 8045 on 4/5/10) did not properly take into account Kit items that might also contain the item as a sub-component of a Kit. FIX: When creating an RMA from a customer invoice, any item whose price was affected by a redemption item on the invoice would not properly take into account this discount. Furthermore, the RMA was filling in the redemption items from the original invoice, even though it is an unnecessary item to be added to the transaction. Starting from this build, items that were discounted using a redemption SKU will come over to the RMA with a unit price adjusted based on any discounts applied to that item. FIX: When converting a customer RMA to refund invoice using the Replace Disposition, the RMA would not always properly close automatically. FIX: When performing a bank reconciliations, items that were marked as reconciled (but not posted) could not be unmarked at a later time. FIX: Items entered into a sales order with the Mix-n-Match promotion type assigned could cause problems with subsequent line items. FIX: The "Pay Sales and Use Tax" wizard feature was not properly reporting total sales for the period. Transactions that were completely exempt from taxes were not always being computed into the total qualifying sales for the period. NOTE: This computation error does not affect the amount of sales tax reported for the period.
ManageMore Version 8.0 Build 8062 (released 03/30/11) IMPROVEMENT (IMPORTANT): The Price Check screen now provides the option to display item last cost and lowest selling price. This is useful for businesses that quote prices to customers over the phone and want their sales team to be aware of their margins. NOTE: ManageMore security will automatically hide this information unless your security users has been given inventory privileges or belong to the inventory manager group. If this information is considered trade secret / confidential, then we strongly urge you to check each user login to ensure that these settings are not visible after upgrading. IMPROVEMENT: Inventory Copy Wizard better supports copying/synchronizing of matrix items across multiple locations. IMPROVEMENT: Inventory Copy Wizard can now copy inventory items from one location to all other locations in one step. IMPROVEMENT (BETA): The Write-Off Bad Debt feature now supports reversals of partially unpaid invoices. FIX: When converting a sales order to sales invoice, the freight amount would sometimes not convert over properly under certain circumstances. FIX: The automatic tax code retrieval by ZIP code setting would still ask to update the postal database under certain circumstances. FIX: When activating Intellicharge with MerchantWarehouse gateway, the encrypted card reader option could not be turned off after activiting this option. CHANGE: The Purge Database Wizard process no longer considers intangible items for possible deletion from Supertrack inventory.
ManageMore Version 8.0 Build 8061 (released 02/03/11) FIX: Under specific circumstances, the ManageMore database recovery tool could duplicate an inventory item record. FIX: Database Integrity process was not properly taking into consideration returned Kit items and causing issues with Held inventory counts. IMPROVEMENT: Item List Report now includes current item margin calculation as selectable value for columns to print. FIX: Vendor summary statistics would sometimes reset prior year totals inadvertently.
ManageMore Version 8.0 Build 8060 (released 01/17/11) IMPROVEMENT (Sales Order Pro): Adjustments have been made when dealing with sales orders and deposits. ManageMore was applying too much restriction and too little restriction when it came to manual adjustments allowed on a converted sales order to invoice. When a deposit exists on an SO, you will now be allowed to change the quantity on the final invoice up to the quantity needed on the original sales order. However, you will not be allowed to add new items to the invoice or exceed the quantities defined from the SO if deposits are allowed. IMPROVEMENT: When changing the date on purchase receipts, disbursements, invoices, and payments, ManageMore will now provide a warning message if the date entered is a future date. This will help eliminate common problems that occur when the user intended to back date the transaction to last year, but inadvertently forgot to type the year. CHANGE/FIX: The Vendor Aging Report was showing incorrect aging of vendor invoices when the purchase receipt did not contain a due date. ManageMore will now rely on the transaction date for aging if a due date is not available. FIX: Credit Card Deposit reconciliation could inadvertently run into matching problems caused by excessive unreconciled credit card payments in system. CHANGE: Upon adding an item to the end of a sales order or sales invoice, you can now change the SKU item without getting an error message. This only applies to the last item on the sales transaction. CHANGE (BETA): The sales report entitled "Rolling Unit Sales with Sell-Thru" (introduced in Build 8052) was computing Sell-Thru and Margin computations in an undesirable manner. FIX (Sales Order Pro): When a payment on an invoice (originating from a deposit on a sales order) is reversed, it was not always properly affecting the customer account balance. CHANGE: The Sales History By Date and Sales History By Account reports were modified to take into consideration refunds that were handled with gift card credits and sales that contain gift card activations. IMPROVEMENT: If using MerchantWarehouse Card Processing services with end-to-end encryption, the Magtek Magnesafe device can now be programmed as either HID or Keyboard mode. This allows users utilitizing Microsoft Remote Desktop Services to use this device over a remote connection.
ManageMore Version 8.0 Build 8059 (released 01/03/11) IMPROVEMENT (Cellular Manager with File Export): When exporting any of the provided Cellular reports, the ESN would not always appear properly with some spreadsheet application like Microsoft Excel. To correct this problem, all ESN's will now export with an asterisk at the beginning of the ESN value. NEW (Cellular Manager): A new signaling format was added called "LTE". This format is for the new 4G phones that are being introduced by Verizon, AT&T and other carriers. CHANGE: The Item reversal functionality has been changed to provide a more rigid and safer option for item reversal within a sales receipt. A new checkbox option (located in Setup... Point-of-Sale... General Options...) titled "Allow Exchange/Return of items on sales receipt" provides the option of letting any item be used when reversing an item on a sales receipt. This is how this feature has always worked in version 8.0. With the advent of this new checkbox, you can now disable this functionality and ManageMore will only allow item reversal when the product already exists on the sales receipt (for purposes of cancelling an item on the receipt without having to restart the receipt from the beginning). FIX (CRITICAL): The Item reversal function on ManageMore POS can inadvertently reduce inventory by one more than it should. FIX (Count Physical Inventory): When importing Inventory item counts with Lot Numbers, the unit of measure was not properly being assigned. FIX (Rewards Card Module): When selecting a child matrix item from the selection window, the item would not be considered part of the rewards program. FIX: Serialized Inventory issue that could sometimes allow the operator to enter the same serial number twice on the same invoice. FIX: Under certain circumstances, the inventory feature "Discontinue when zero on hand" would not internally reset the item properly to discontinued when zero quantity was reached. FIX : The inventory report entitled "Item List" was computing Sell-Thru and Margin computations in an undesirable manner. FIX (CRITICAL: POS System - Gift Card module): A security loophole was discovered that could compromise the use of gift card after a refund.
ManageMore Version 8.0 Build 8058 (released 12/07/10) NEW (POS System): Support for end-of-day 40 column Cash Drawer report. ManageMore can now print the cash drawer summary/detail report directly to your POS receipt printer. Once you close your cash drawer, the print window options will now include a checkbox setting which allows the cash drawer report to print to a narrow receipt print format. You can easily alternate between the receipt printer narrow format and the traditional full 8.5" x 11" format. IMPROVEMENT: Improved Database Fix utility now works on 32-bit and 64-bit OS. IMPROVEMENT: Automated inventory label creation is now possible at the purchase order level. An inventory item can now be set to create item labels at the time of adding a new purchase order or purchase receipt. The moment a purchase order sets the "Submitted to Vendor" checkbox, the flagged items on the P.O. will be sent to the List & Label Manager. See Lists... Inventory... Supertrack Inventory... to view the new drop list option that is presented to the right of the "Create labels when the item". IMPROVEMENT: The inventory template can now be set to "Create labels when item Ordered or Received." FIX: The inventory import process was inadvertently identifying problems with imported UPC values. FIX: The inventory import process was aborting under certain circumstances. These circumstances involve the importing of both new and existing items at the same time. FIX: The Item Cost Detail Report would GPF when exporting data to CSV file format. FIX: Sub-Account selection was not properly displaying on edited sales quotes. CHANGE: The legacy sales tax reports in ManageMore will now warn the user of possible tax totalling problems when an inventory item is no longer found in Supertrack inventory. A pop up warning message will appear if an SKU item is non-existant. FIX (POS system): If a parent matrix item is entered at the point-of-sale, the selection window did not properly return the child matrix item. FIX: The Item Cost Detail Report was not printing depleted items properly if the depleted item had purchase receipt quantity pending.
ManageMore Version 8.0 Build 8057 (released 11/15/10) NEW: Multi-lingual inventory support for use with ManageMore eCommerce integrated solutions. ManageMore now provides the ability for alternate text to be stored within the inventory realm. An inventory item, category description, and matrix attribute can be defined with multiple language definitions. This provides for better integration of ecommerce shopping carts that support the option of switching languages on the site. NEW: Categories can now be associated to sub-categories. This parent-child relationship allows for better shopping cart integration when using eConnect Cart with shopping carts that support a multi-level category system. NEW (eConnect with Zen Cart): Improved scripts now ship with eConnect Cart that allows the popular Zen Cart to support multiple price levels on inventory. A customer account can now be set up to a specific price level that matches your ManageMore price level, and the appropriate prices will appear on the shopping cart. NEW: Updated scripts for the popular zen cart shopping cart have been provided with the eConnect Cart. These scripts take full advantage of the new multi-lingual inventory support. IMPROVEMENT: A new Company Ship To Address is now available. This company ship to address now exists for all company locations you create. Its primary purpose is to provide a default alternate address for shipping when dealing with purchase orders. CHANGE: The invoice payment window now verifies that a customer A/R balance has not changed while attempting to charge or tender an invoice. If a change is detected that could otherwise impede in the operation of the program, an error will be displayed. FIX: The Drop Ship feature on sales invoices could inadvertently cause the email/printing of the current document to show erroneous information. IMPROVEMENT: eConnect application now shows the external IP Address on screen. IMPROVEMENT: Sales Profit Analysis Report now provides a category filter. FIX: Sales Profit Analysis Report (in conjunction with Cellular Manager module) was not always identifying the profit calculation as being computed from the cellular activation under certain report criteria. The asterisk notation would not always appear on the report next to certain profit calculations. FIX : When closing an open Vendor RMA, the pending RMA quantity was not being properly adjusted under certain circumstances.
ManageMore Version 8.0 Build 8056 (released 11/02/10) IMPROVEMENT (Cellular Manager + Serial Number Manager): This improvement is in the area of the batch cellular inventory process when receiving phones and posting a purchase receipt. If the application detects the Serial Number Manager module exists for the items you are scanning into the batch, the automated purchase receipt will auto-fill all the ESNs as serial numbers into the purchase receipt. This eliminates the step required to scan the item twice (both at the batch cellular inventory screen and at the purchase receipt screen). NEW (Sales Order Manager): A new "Ship By" date field can now be added to the Sales Order window for businesses that take orders in advance and want to record a committed customer shipment date. A default number of advanced days can also be defaulted on this field. See Setup... Application... Accounts Receivable... Display Fields... to turn on the Ship By date field. See Setup... Application... Order Entry... General... to change the default date for the Ship By field. NEW (Cellular Manager): A new "Override Pending Commission" checkbox was added on the Commissions Tab of the Cellular Activation record. It is now required that you check this field if you wish to override any of the commission amounts calculated by the program. This feature makes it clear whether or not the user has deviated from the calculated commissions and also produces and audit log trail that an override was selected. Unchecking the override checkbox will automatically recompute the commissions as intended by the program rules you set in the rate plan codes. IMPROVEMENT (Sales Order Manager): Better speed improvements have been made to the Fill Sales Order window. FIX: When creating a sales order that auto-generates a purchase order / work order, the resulting printout of the sales order would periodically print an incorrect sales order summary. FIX: Group items were misbehaving when used on a Sales Order. Items assumed they were shipped upon initially adding the group item to the order. FIX: When processing credit cards using MerchantWarehouse 3.0 interface, if your login credentials were incorrect, you could receive an unclear message. FIX: When using a calender year-end other than December 31st, the system could incorrectly create new GL periods with a December 31st year-end. CHANGE: If invoice backdating option is activated, the transaction cannot be backdated more than 5 years to prevent data entry errors. FIX: The payment window within the POS system was not behaving correctly when the payment made was of type CASH.
ManageMore Version 8.0 Build 8055 (released 10/26/10) NEW: A tool has been added to the ManageMore Advanced Tool Kit which allows you to change the value of a Supertrack SKU item or change its Supertrack Kind classification (even after the item has been used in the program). This feature will subsequently update the entire database history to reflect the new SKU value assigned. Additionally, this tool can be used to merge in a matrix item from an existing tangible item. IMPROVEMENT: A simpler and more straightforward database purge process now exists under File... Maintenance... Purge Database. This replaces the prior purging method that existed within the Database Manager tools. Some additional files have been added to the purge process, as well as an option to purge customers that are not set as inactive but have had no activity in a very long time. IMPROVEMENT (Cellular Manager with File Export): When exporting cellular activation/commission reports, the contract type is now available. FIX (MAJOR): The new inventory receiving feature (introduced in Build 8048) which allows you to receive merchandise and affect inventory without a purchase receipt had a problem that could cause an item's inventory count to double. For this anamoly to occur, you would have to post the received inventory batch, cancel the subsequent generated transaction (e.g. filled in purchase receipt), and then re-save the batch inventory list. NOTE: Upgrading to this software build and running Database Integrity should correct the inventory count problems caused by this software flaw. FIX: When importing inventory items using a template that auto-generates SKU's, the process could abort. FIX (POS System): When taking payment, if the user types in an amount and does not tab off the field prior to accepting the amount, the system could misbehave and not acknowledge the amount typed in. FIX (POS System): The Automatic Clock In/Out feature when a user enters/exits the POS system was not working properly. FIX: Lot Number based serialized item was not working correctly on the inventory adjustment transaction when attempting to receive a lot number item. FIX: Under certain circumstances, imported jounal entries would contain erroneous characters in the memo field. FIX: When using auto-fill with Transfer Orders (centralized purchasing feature), items might mistakenly auto-fill with negative quantity causing the Transfer Order to not properly close upon receiving. FIX: If quantity went to negative and an item was using units of measure, a subsequent transaction could incorrectly affect the average cost. CHANGE: ManageMore now formats its Customer/Vendor Mailing label in a manner that is consistent with U.S. Postal Addressing Standards. This affects many areas of the program (and most importantly in the billing area). In particular, the U.S. Postal addressing standards requires that an address which contains both a contact name (also known as an attention line) and a company name be formatted such that the contact name is the first line of the address line, followed by the company name. This was a necessary change because ManageMore clients were reporting that the U.S. Post Office was not always forwarding mail as a result of this improper mailing layout. For more info about these postal standards, please see http://pe.usps.gov/cpim/ftp/pubs/Pub28/pub28.pdf (page 221). NOTE: This build will not reformat prior recorded ManageMore transactions... only future transactions going forward with this build.
ManageMore Version 8.0 Build 8054 (released 09/15/10) IMPROVEMENT: Better support for all model barcode scanners when using ManageMore Business Software. Traditionally, bar code scanners out-of-the-box are programmed in a manner that disrupts how ManageMore functions. Most scanners come pre-programmed to send a <ENTER> suffix after each scan and this causes ManageMore to immediately save the record upon scan (since <ENTER> is the keyboard shortcut to save a form in ManageMore). IMPROVEMENT: All ManageMore documents (i.e., Sales Invoice, Sales Quote, Sales Order, Purchase Order, Purchase Receipt, Disbursement, etc.) now have a new shortcut F12 key for saving the record immediately. This is more consistent with the ManageMore POS application and can be used in lieu of the changes made with the <ENTER> key on these documents as a key that will always record the transaction. IMPROVEMENT: A better station locking mechanism now exists. There are certain ManageMore operations (e.g., Backup, Updates, Database Maintenance, etc.) which require all stations to exit the program. This build improves on the past lockout mechanisms used for ensuring that all stations exit ManageMore. NEW (BETA- requires Restaurant Module): A new Tip Management tool is now available within the ManageMore POS system. Business models like Restaurant owners, Fast Food establishments, and certain quick service beverage facilities can now utilize ManageMore POS to enter/authorize tips after a processed credit card sale within ManageMore. You start by assigning a touch pad button for the Tip Entry screen. The tip entry screen is designed to handle quick data entry of just one tip amount or entering many tip amounts at the end of the work day. Tip amounts are automatically charged to the customer credit used on the initial sales receipt. IMPROVEMENT (Cellular Manager): The Product Incentive table now supports specific contract types as a parameter for the calculation of commissions due on an activation. Some cellular carriers provide additional commission when a specific brand phone is sold for a specific contract duration. You can now enter a phone model into the product incentive table at various prices depending on the contract type and service provider selected. IMPROVEMENT (Cellular Manager): The Product Incentive table now supports a separate salesperson commission amount. This new commission amount can be automatically added to the overal salesperson commission due on activations and allows for easily sharing the commission earned from product incentives to your personnel. FIX: Invoices with Serial Number/Lot Number items would duplicate the value on the printed form.
ManageMore Version 8.0 Build 8053 (released 08/24/10) IMPROVEMENT: The Inventory Item List Report has been greatly enhanced. This report now provides: A. a multi-location item breakdown with grouping of items by category, manufacturer, department, and vendor. IMPROVEMENT: Pick Ticket from Fill Sales Order window now prints the Ship To sales order information. Pick Ticket will also print the additional Bin locations of an item if they exist on the inventory item record. IMPROVEMENT: Price updating of an inventory item record now provides quicker data entry using better form filling intelligence. When adding/editing an item price, the retail suggested price will automatically update all price levels if the item price level was set to the same amount. Updating the amount of price level 1 will also automatically update the other price levels if they were set to the same amount as price level 1. IMPROVEMENT: Matrix Inventory Wizard now offers an additional step to quickly add/update a UPC item code to the matrix items. FIX (MAJOR): The new item detail history feature (introduced as Beta release in Build 8045 on 4/5/10) can cause the current open transaction to save erroneous data or cause accidental record deletion under certain circumstances. In particular, the problem only arises when the end user creates a transaction, uses the "Edit SKU" button on the toolbar and then selects the "Item Detail History" button found on the Supertrack Inventory record. Upon returning back to the original open transaction, the program will inadvertently record information fetched from a different transaction. We recommend all users who are using Build 8045 thru 8052 to upgrade to this release to avoid this issue from occuring. FIX: The Global Price Change Wizard was computing an incorrect price when the markup/margin calculation was being used on items that were using purchase units of measure greater than 1. FIX: When using the markup/margin calculator inside a supertrack inventory item, the computed unit price might not round correctly and therefore store a unit price with a higher level of decimal accuracy. This problem also persisted in the global price change wizard and when importing inventory items while using the markup/margin calculations of the inventory template. FIX: Import inventory process was not handling the importation of items with units of measure correctly under all circumstances. FIX: Under a very specific scenario, it was possible to cause calculation problems on an invoice/refund when entering multiple redemption items on the same invoice for the same product. FIX: Editing of a sales order from another originating location. This is no longer allowed. FIX: An issue existed that could cause an A/R problem (invoice balance not matching total customer balance) to occur. This problem only occurred under very specific and rare scenarios where a customer had a credit balance and then a reversal of a prior posted payment was done on the account. IMPROVEMENT: A supertrack item's full path and image filename is now passed to the List & Label manager. This allows for creation of custom reports / labels which can print the product images you associated your supertrack items with.
ManageMore Version 8.0 Build 8052 (released 08/17/10) NEW (BETA): A new sales report entitled "Rolling Unit Sales with Sell-Thru" has been added. This powerful report provides sales analytics over a rolling period of weeks or months. It offers a variety of grouping / sorting options (like location, department, category, manufacturer, etc.). This report also provides convenient matrix item sales consolidation for easily viewing the performance of a sales product line or its individual sub-item sales. Lastly, this report provides useful analytics of your inventory "Sell Thru" percentage. Sell-Thru is a key performance indicator for vendors and retailers and allows one to understand the velocity with which inventory is being consumed as it relates to sales. NEW (BETA - POS system): A new "Transfer Receipt" POS function is now available for inclusion on a function key or Touch Pad button on the ManageMore POS system. This feature primarily provides a quick and easy way to do direct transfers between location for the ManageMore user, without all the extra steps involved in using the back-end Transfer Receipt process. IMPROVEMENT(BETA): The Matrix Inventory grid that appears on a transaction when you enter its parent item can now support edit-in-place quantity entry for quicker and easier fill-in of multiple child items for PO's, Sales Invoices, Sales Orders, etc. IMPROVEMENT(BETA): A new "Season" Id filter has been added to Supertrack Inventory items. This allows another method for grouping inventory items by a common seasonal pattern (e.g., Winter Collection, Fall Collection, Peak Season, etc.). Sales and Inventory reports have been updated to provide options for using this new filter. IMPROVEMENT: The ManageMore Advanced Toolkit now utilizes the same Security model as the ManageMore Business Software. Only users that have Security Adminstrator rights will be able to log in to this application. The toolkit can be accessed from File... Maintenance... Database Manager... Toolkit button. IMPROVEMENT: Import inventory process now supports auto-generation of the UPC according to inventory templates rules. IMPROVEMENT: More adjustments were made to fill in Matrix items quicker on all transactions. In particular, when entering the parent matrix item, the popup selection window provides more options for selecting the children sub-items with the correct quantity needed. CHANGE: As a result of the newly improved Inventory Item List Report, the Inventory Item Status report, Overstock report, and Pricing Level report and have been removed from the application. CHANGE: When invoicing for a service/product which requires a flat tax computation, the program will now charge the flat tax on items regardless of price. Since governmental agencies expect to be paid taxes regardless of the selling price, it was deemed appropriate to add the tax to the invoice regardless if the service/product amount is free or not. CHANGE: Import inventory process now uses Last Purchase Cost instead of Last Unit Cost as an import field. The Last Unit Cost is computed based on the Last Purchase Cost value. The average cost is only updated if item being imported has no quantity or General Ledger is not in use. FIX: Minor issues were resolved with the sub-account feature on the sales order and sales invoice window. Under certain conditions, the sub-account button might not reappear on screen.
ManageMore Version 8.0 Build 8051 (released 08/07/10) IMPROVEMENT (BETA - Serial Number Manager Module): A major improvement was made in viewing the history of a Serialized item. A new "Check Serial Number" window was created that allows for a simple way to see the life cycle of a serialized item from the inception of purchase to the final sale. You will be able to drill-down on this information and see the correlating transactions where the item was bought, sold, held, and/or returned back to the vendor. See Activities... Inventory... Check Serial Number... IMPROVEMENT(BETA - Serial Number Manager Module): For companies using lot-based serialization, a major change was done so that the new "Check Serial Number" feature mentioned above can display all transactions related to a specific lot number. When a lot item is sold and/or returned, you will now be able to see each and every transaction that correlated to the lot number item (i.e. prior software versions only recorded the last sales transaction that a lot item was sold/returned). However, this design change is not retroactive and will only start working when you upgrade to this build.
ManageMore Version 8.0 Build 8050 (released 06/30/10) IMPROVEMENT (BETA - Professional / Complete Edition): The Fill Sales Order process has been revamped with new options, better performance, and more secure database integrity. Improvements/Changes include:
ManageMore Version 8.0 Build 8049 (released 06/15/10) CHANGE (Manufacturing Manager Module): The Quantity On Order count of a supertrack inventory item will now constitute the sum of both open PO's and open WO's. This inventory count design change will allow for better calculations when considering whether a work order should be auto-created during the creation of a new sales order. In addition, there is a setting that will allow you to determine whether ManageMore will create a work order at the time of entering the sales order. See Setup... Application... Manufacturing... General Options... FIX (BETA- Complete Edition or Manufacturing Module required): A fix was made from a new feature added in build 8045 with respect to auto-generated work orders. The auto-generated work order was not properly link to the original sales order.
ManageMore Version 8.0 Build 8048 (released 05/30/10) NEW (BETA): Matrix Sales Summary report has been added to Report Explorer. This report is similar to the Sales Summary Report except that it groups all matrix children item sales by its Parent matrix item or a specific matrix attribute of the item. This can provide a better sales analysis of matrix items since it compares sales for the product line and not the individual attribute sales of the item. NEW (BETA): Transaction Analyzer for Sales Quotes, Sales Orders, and Sales Invoices. The transaction analyzer allows for on-the-fly calculations that show item markup/margin profit on a sales transaction. This can be useful for certain business models that want to provide discounts for large sales, but want to ensure a certain level of profitability on each transaction created. This also helps a business owner quickly visualize how much profit each sale is making without the need for running reports. NEW (BETA): Sub-accounts now support a tax code option for allowing a different default tax code than the main customer account. NEW: Support for MerchantWarehouse 3.0 card processing gateway. This new card processing now make ManageMore fully PCI compliant and works in conjunction with Magtek Magnesafe technology to bring unprecedented security of customer credit card data. This new interface also support Corporate Level 2 card processing if the card qualifies for this rate type. MerchantWarehouse 3.0 gateway also provides tokenization capabilities which further removes ManageMore from PCI compliance due to the concept of token storage versus credit card storage of transactions or "Customer card on file" capabilities. Credit cards swiped thru a Magtek Magnesafe card reader in conjunction with MerchantWarehouse's new gateway provide the best form of PCI security because card data is encrypted the moment it is swiped and throughout the entire transmission process to the card processor. NEW: Support for Card Swipers that utilize HID technology. NOTE: This feature does not currently work across Microsoft Remote Desktop Services (aka Terminal Services) . IMPROVEMENT: Sales invoices will now print SWIPED next to the card number mask to identify that a credit card was swiped through a card reader device. The payment detail window on the invoice form will also display a SWIPED status. IMPROVEMENT (BETA): It is now possible to receive inventory and affect quantity on hand without having to save a purchase receipt immediately. In some business models, inventory is received first and the vendor bill comes days later or the business receives inventory but is not ready to process the bill in the system until days later. These lag time scenarios cause problems for some businesses that have back-orders to fulfill or are in a rush to fill sales demands from their clients. Often, the business begins selling the merchandise not yet accounted for in inventory and this leads to negative inventory issues and/or problems with filling back-order sales orders. FIX: An assembly item was not properly duplicating across multiple locations when using the copy function. FIX: The Sales Order window inadvertently allowed the user to remove an item from the order that had already been partially / fully shipped. FIX: Reversing deposit payment on sales order would improperly affect the customer A/R account. CHANGE: Sales Orders now provide warning if Credit on Hold status is detected on customer account.
ManageMore Version 8.0 Build 8047 (released 05/14/10) NEW (BETA): An entirely new and simpler method of printing customer statements is now available. A recap statement method now exists which allows for on-the-fly printing of statements whenever you need them (ala QuickBooks style). This type of statement is meant for businesses that do not render services on a recurring basis, but do want to send statements to remind customers of outstanding incidental charges owed. This recap technique does not require all the strict setup requirements and specific steps that ManageMore typically uses when performing recurring billing. To activate this recap statement option, please see Setup... Application... Billing... NEW (BETA): A new kit/assembly calculator feature is now available on the Supertrack Inventory table. Under Lists... Supertrack Inventory... a new toolbar icon exists (fifth from the left) which lets you see all the components of the kit/assembly and provides a calculator that demonstrates how much of each component/BOM item is needed to make the item and whether current stock levels can satisfy that request. NEW (POS): 40 column sales receipt now has an option for printing the unit price of the items sold. FIX: When using the copy inventory feature, the intellisearch engine was not properly working for the duplicated items created for multiple locations. CHANGE: The auto-generated sales order to purchase order feature was creating a purchase order whose item details were in SKU item order. This was determined to be less useful than simply creating the purchase order in as close item order sequence as the original sales order. IMPROVEMENT: When viewing disbursements from several areas in the program, you will now get a visual indicator if the disbursement has been reconciled or not (i.e. a check box column on disbursement tables will identify the disbursement cleared your bank or a stamp image saying "Reconciled" will appear on the disbursement record itself). CHANGE: Inventory quantity sale increment can now be a whole number, even if quantity precision is set higher than 0 decimal places. This is only intended for very special circumstances where you buy product in a fractional quantity manner, but only sell the item in whole quantity values. FIX: The automated Discount feature on Vendor Terms was not properly working when using the Standard Terms Method. FIX: When a sales order to sales invoices was generated with a lot-based item, the quantity field could get reset to zero upon entering an invalid lot number on the invoice. This could inadvertently allow for an invoice to save without the lot-based item as part of the original transaction. FIX: When completing a work order for a serialized item, the serial numbers were not always being properly recorded to the item assembly. IMPROVEMENT: A new setting exists that determines what Bill To address to use when a purchase order is created. For multi-location businesses, this setting allows for the default address to be either the main location address or the login location address. See Setup... Application... Company... Program Options... FIX: Inventory Purge tool in ManageMore Toolkit was not purging all items from multiple locations if the item was found in use in only one specific location. FIX (Cellular Manager): When performing a POS transaction using the POS system, a cellular activation record did not always properly link to its appropriate sales invoice. The result of this issue would cause the Sales Profit Analysis report to not properly reflect correct net profit amounts because ManageMore did not know how to find the cellular activation record that related to the phone sale invoice. This problem only occurred if you used the POS system to generate the cell phone sale, and not from the ManageMore Business Software program.
ManageMore Version 8.0 Build 8046 (released 05/01/10) FIX (MAJOR): A serious database concurrency issue was discovered that has likely existed since the inception of Version 8.0. This identified issue only affects multi-user license owners and required that more than one station was working on the same customer/vendor for the problem to actually occur. This problem could cause integrity related issues with customer/vendor balances and also inventory counts. Database Integrity was able to previously find and correct these issues, but with no explanation as to how it initially occurred. This concurrency flaw has been corrected and will result in workstation conflicts receiving an error message that another station has already updated the record. We strongly urge all ManageMore multi-user licensed owners to upgrade as soon as possible to this build.
ManageMore Version 8.0 Build 8045 (released 04/05/10) NEW: A non-specific customer refund transaction now provides the option for posting the resulting credit to a specific customer's past invoice, instead of using the traditional First-In First-Out method. For example, a refund can now post a credit to a customer's outstanding invoice generated on the same day without disturbing the total due from past transactions. This is useful for businesses that deal with resellers who have many outstanding invoices and periodically require credits to affect recent sales only. NEW (BETA- Complete Edition or Manufacturing Module required): An Assembly item now has a "Made to Order" checkbox setting that instructs ManageMore to automatiically create a Work Order for the assembly during the Sales Order entry process. This checkbox setting is used for manufacturers who use a different approach to stock replenishment and build/make products as sales orders are received from the customer. NEW (BETA)- Complete Edition or Manufacturing Module required): The manufacturing process now supports an assembly item that references an alternate manufacturing location. This allows ManageMore to auto-generate work orders to the correct facility responsible for making the assembly item. NEW (BETA)- Standard, Professional, Complete Edition only): Customer Care now provides a new Item Detail History option on the transaction tab. This feature provides a detailed view of all transaction items with multiple sort options and filters for quickly viewing item activity within all sales, returns, RMA, orders, etc. of a given account. NEW (BETA)- Standard, Professional, Complete Edition only): Vendor Care now provides a new Item Detail History option on the Purchase Order, Purchase Receipt, and Vendor RMA tab. This feature provides a detailed view of all transaction items with multiple sort options and filters for quickly viewing item activity within all purchase orders, receipts, and RMA's for a given vendor. NEW (BETA)- Standard, Professional, Complete Edition only): The supertrack inventory record now provides a new SKU Item Detail History option on the toolbar of the inventory item record. This feature provides a quick detailed view of all transactions which contain the inventory item. Multiple sort options and filters are available for viewing activity within any transaction type (i.e. sales invoices, sales orders, RMA's, transfers, inventory adjustments, purchase orders, receipts, work orders, etc.). IMPROVEMENT: When taking A/R payments, ManageMore now double-checks the integrity of the customer account information (i.e. total outstanding invoices, unapplied amount, etc.) and immediately reports problems to the employee. IMPROVEMENT: When scanning serialized inventory, the program will now verify that the scanned data does not contain unusual characters. This will minizme the saving of bad serialized values due to a scanner that is faulty/failing to read the barcode correctly. CHANGE: The Manufacturing menu options has been moved out from under the Inventory menu to its own menu system. FIX: Fill Sales Order window could cause interference with other open windows during its periodic table refresh process. FIX: Some users coming from Build 8038 thru Build 8044 were experiencing problems with the Customer Credit Card on File feature not decrypting properly. NOTE: If you are experiencing problems with the stored credit card on file feature, please contact us. FIX: When multiple companies exist, the security features of ManageMore would sometimes inadvertently lock down the menu when switching between company profiles. ManageMore Version 8.0 Build 8044 (released 03/30/10) IMPROVEMENT: On accounts payable disbursements and purchase receipts, the transaction date can now be changed to any past period and it will properly reflect in the correct General Ledger period. This allows corrections of errors when bills / disbursements have been back dated to and incorrect period or when you want to purposely make a bill / disbursement affect your books for a past period in time. IMPROVEMENT: Pick Ticket report on "Fill Sales Order" process now prints unit of measure after each item quantity. CHANGE: Credit Card Encryption now uses stronger PBKDF2 derived key as specified by RFC 2898 and in compliance with PCI security council standards. This newer encryption method only applies to those ManageMore users who activate the customer credit card on file feature. Credit card payments are never stored in ManageMore and therefore are not affected by this change. CHANGE: In order to comply with PCI Security Council standards for storing credit card data, the encryption key used to store credit card data will be automatically changed on an annual basis. CHANGE (Cellular Manager): When posting cellular commissions, the check number field has been expanded to support up to 10 characters. FIX: Returning an item to alternate stock using the Return Processing feature would cause a problem with the inventory count. FIX: The security feature for blocking reprint of invoices in the POS system was causing an unexpected behavior with the auto-print feature. FIX: The copy inventory feature was not always properly duplicating redemption items to different locations.
ManageMore Version 8.0 Build 8043 (released 03/24/10) IMPROVEMENT: Performance improvement made to the copy inventory item process. IMPROVEMENT: List and Label Manager for inventory items can now be printed in Bin Location order. IMPROVEMENT/FIX: Several changes made to the Customer RMA process, especially with returns of serialized inventory items. FIX: The billing option to print statements for customers with no new activity was not properly working when using statement form 3. FIX: The copy inventory item process was not properly duplicating the vendor purchase description when selecting the copy properties option. There was also a problem with the single item copy process not overwriting the UPC with the manual overridden value provided on screen. FIX: Location locking feature was not always working correctly when multiple company profiles existed. FIX: When an invalid redemption item was selected on the sales invoice form, the last item would get removed inadvertently.
ManageMore Version 8.0 Build 8042 (released 03/14/10) IMPROVEMENT: When updating a paid sales order which reduces its amount below the deposit amount already taken (e.g. customer changes their mind and eliminates an item on order), the system more easily allows the tender of a refund for the difference. FIX: Problem discovered when merging inventory data and using the multi-location checkbox setting which updates inventory for all locations. Merging inventory data into other locations that did not contain the item code would cause the import/merge process to halt. FIX: Emailing vendor documents would sometimes erroneously select the wrong email account on file.
ManageMore Version 8.0 Build 8041 (released 03/01/10) 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.
ManageMore Version 8.0 Build 8040 (released 02/04/10) 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. 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: 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. 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 01/26/10) 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 01/13/10) 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. IMPROVEMENT: Employee Commission Report now exports customer account number when using the File Export option. 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. 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. 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. ManageMore Version 8.0 Build 8036 (released 12/05/09) IMPROVEMENT: Sales Profit Analysis Report can now provide grouping by individual invoice for a more detailed breakdown of profit on a per transaction basis. IMPROVEMENT: The Vendor Bill Reference No. has been increased to 15 characters in length. 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. 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. 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. 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. 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. 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.
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. 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. FIX: When converting a sales quote to sales order/invoice, the modified item description was being reset to the default item description. 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. 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. 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.
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 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 any new software 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. IMPROVEMENT (eConnect Cart): More improvements made to Zen Cart and OsCommerce shopping cart template integration. 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. 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.
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 PCI 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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