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Been a while since you
last upgraded your ManageMore business software?
Don't worry, the following features from prior revisions have been
documented below so that you can catch up on the improvements and fixes
made to ManageMore.
Version 2.0 (revision L)
With this revision, Intellisoft makes considerable changes to our
Supertrack Inventory, Accounting design, and commission tracking
capabilities.
Lets take a look:
NEW QUICKBOOKS ACCOUNTING INTERFACE
This optional module now allows you to easily export all ManageMore
accounting transactions (i.e. invoices, payments, refunds, adjustments,
cost of goods sold, purchases and transfers) directly into the Quickbooks
Pro by Intuit Software (Note: The latest version of Peachtree Accounting
Software can also read this export file. Ask Sales how you can also get
this module to work for most other popular accounting packages as well).
Due to the lengthy delays on this module and promises made to some
customers in early 1999 that the module would be included as part of the
basic ManageMore product, we are allowing all customers who have
purchased ManageMore prior to January 1, 2000 and have continued on
active support to receive this module absolutely free. All other
customers who are on an active subscription plan will be entitled to this
module for only $99. Please call our sales department for more
information. You will find this feature under File... Export Database...
Other Accounting Software.
The Supertrack Inventory has gone through a bit of a facelift with new
accounting features as well as many other goodies that have been long
asked for as well.
Here are the latest changes made to Supertrack Inventory:
1. Supertrack items can now be classified as Tangible Inventory,
Intangible Inventory, Expenses, or Supplies. Each inventory item now
properly accounts for one of four possible GL Codes including Inventory,
Cost of Goods, Expense, and Adjustment accounts (Refer to Accounting
Tab). The Supplies setting allows you to create inventory items for your
own company's internal inventory of notepads, packs of pens/pencils, copy
paper, toner, etc.
2.
New Sales Commission Features
in Supertrack Inventory. ManageMore has dramatically improved the ways
you can pay commission on any item in inventory. You can choose to pay
commission by sales percentage, flat rate, or gross profit percentage.
You can also choose to do commissions by a retroactive or step tiered
commission system (ie. 1-10 sales is x$ , 11-20 sales is y$, etc.). You
even have 2 levels of commissions you can setup for each item in
inventory. This will allow you to ultimately setup a higher commission
structure for your manager versus your basic employee. With the addition
of this improved commission system comes a much easier-to-use Sales
Commission Report which breaks down everything nicely by employee for any
given date period. Just run the report for the given payroll period and
add the totals to your employee payroll check. Please review these
features in Supertrack Inventory under the Commissions tab of any SKU
item.
3. Supertrack Inventory now allows for Alternate Purchasing Info. You
can now enter a different SKU and description for each supertrack item so
that Purchase Orders print with the name and SKU that your vendor refers
to the same product. These additional fields can be found under the
Accounting Tab of the Supertrack form.
Some other notable improvements:
1. Inventory Types now have default settings to allow for faster data
entry when creating new Supertrack Items.
2. Redesigned Perpetual/Physical Inventory reports. We have reduced the
need for four perpetual/physical inventory reports to only two. They are
now called "Inventory Count by SKU" and "Inventory Count by Name". Both
of these reports will allow for quantities to be suppressed from the
report (i.e. physical) or displayed (i.e. perpetual).
3. General Ledgers codes have been increased to 10 characters.
4. Payment methods now have General Ledger codes to account for the cash
receipt side of the General Ledger.
5. All General Ledger reports have been redesigned and made simpler to
use.
6. Default posting A/R, A/P, and Tax liability general ledger codes can
now be setup in the software. Please see Setup... Accounting... for
these settings.
7.
New Inventory Adjustment
process. You no longer will be able to go to Supertrack Inventory and
make manual inventory count adjustments. This is because we now have an
Inventory Adjustment screen that allows you to quickly adjust any
inventory item up or down in count. This is much better because you will
have an audit trail of any and all inventory adjustments made by your
manager or other appointed employee. Furthermore, it is reflected in the
General Ledger for more accurate accounting.
8.
New ToolBar redesign
allows for user-defined settings. You can now customize your toolbar to
allow for your own special applications to be included within easy
reach. Add programs like MS Word, MS Excel, ManageMore Tools, Internet
Explorer, etc. on the toolbar of ManageMore. Also, customize your own
tooltip, assign function keys, and even change the icon to anything you
like. Note: Unfortunately, older ManageMore customers who have modified
the toolbar already will need to re-customize the toolbar due to the new
changes added in this revision.
9.
New Task Manager Released.
The long awaited optional Task Manager is now available. This option
allows you to organize your business like never before. Imagine being
able to assign tasks to your employees to accomplish call backs, remind
employees of important "to do's", or even let entire departments know of
a mandatory company meeting... all without the constant hassle of
verbally reminding employees. The Task Manager can accomplish this and a
whole bunch more. It's like having a contact manager (ie. ACT! or
GOLDMINE software) integrated inside your accounting package. The best
part is that any task related to a customer will appear in the customer
care screen and can easily display who, what and when a particular task
was accomplished. Please call our sales department about this exciting
new module.
10.
New Customer Alternate E-mail address
added. You can now assign an alternate E-mail to each customer that can
be used with the E-Mail Promotion system for things like sending messages
to an alpha pager or even a cellular phone.
Version
2.0 (revision K)
With the advent of new cellular technologies, we have re-designed the
cellular module to address many issues that were lacking in the previous
versions. ManageMore can now record, track, and report on AMPS, CDMA,
TDMA, GSM, IDEN and PCS phones. There was also a large improvement in
the breakdown of cellular commissions and how to report on it.
Some minor data entry will be necessary with this revision. The Cellular
Vendors that have been previously setup in the Vendor List will now need
to be re-entered in the Service Provider list under Lists... Industry...
Cellular... Service Providers. This was necessary to allow for better
functionality of the cellular module.
Also, some terminology changes have taken place as well. This may cause
a bit of confusion at first, but was a necessary change to reflect the
new technologies. The Cellular Inventory in ManageMore, is now called the
Cellular Activation File.
Consequently, ESN Inventory is now called Cellular Inventory in
ManageMore. This has the same meaning and uses as before, but can now
track the newer phone technologies. Finally, Service Codes have been
renamed to Rate Plans.
Hopefully we didn't lose you on the switch of these terminologies.
Here is a list of other major changes that took place in the Cellular
Module:
All Cellular Phone Records can now record either an ESN for AMPS, CDMA,
TDMA, & PCS type phones or an IMEI, SIM and Kit Number for GSM and iDEN
phones.
The Customer Care can now search for Cellular phones by SIM, Kit No., and
IMEI. Please go to File... Setup... Preferences... Search Methods, to
add these searches.
A better breakdown of cellular commissions was added to the program.
With this breakdown, comes three new sections added to the program as
well. Under Lists... Industries... Cellular... you will see these new
sections added.
They are as follows:
a.
New Rate Plan Design
- As mentioned above, this was actually called Service Codes before. New
fields were added to address special bonus spiffs that many service
providers offer on a monthly basis for certain rate plans. When using
the new bonus commission feature, simply enter the dollar amount and the
period that it is valid for. The next time you choose this rate plan
when entering a new phone activation record, the system will
appropriately place the bonus commission in the field accordingly.
b.
New Product Incentives Feature
- Many service providers offer spiff commissions for certain phone models
being sold during a given month. ManageMore can now reflect a separate
commission due for phone SKU's that are sold at the time of activation.
The Product Incentive Form allows you to enter a phone SKU and a valid
date range for the promotion.
c.
New Sub-Dealer commissions
- This optional form allows you to setup sub-dealer commission tracking
and is part of the Master Dealer Pro module. (please inquire with our
sales dept. about this feature)
Here is a list of other Cellular improvements you will notice:
01. You can now see the payment details at the cellular record level.
02.
New Volume Commission process.
This was added that you can automatically increases commission amounts on
cellular phone activations during a period based on tiered amount of
activations for the month. First, you must setup your tiered commissions
within the Service Provider section. Next, at the beginning of each
month, run this process for the prior month and ManageMore will
automatically adjust the commissions due on all phone activations for the
prior month based on the amount of activations and the tiered level you
qualify for. See Activities... Industry... Cellular... Volume Commission
Pending.
03.
New credit approval status feature.
This was added to allow for report filtering on pre-paid phone sales
versus standard or pending phone contracts.
04.
Automatic ESN (hex) to ESN (dec) conversion.
You no longer need to worry about which value to enter or search by. All
ESN entries can be setup to automatically recognize the hex value and
change it to the equivalent decimal value. Anywhere you search for an
ESN in ManageMore, you will be allowed to type either the hex or decimal
value and the lookup will find the phone record.
05. The cellular activation record now stores the initial prepaid card
serial no. and coupon no./PIN at time of activation. Since there is a
large delay in activating most prepaid phones, these fields are useful as
a cross-reference when a problem occurs.
06. An effective date field has been added to the cellular activation
record. This allows you to change the actual date the phone was
activated. This is helpful when an activation was done in the prior
commission month, even though the data entry took place on a different
month period.
07. Cellular activation records will no longer assume a billing status.
Since the industry has mostly changed to dealers versus resellers, a
setting has been added in the cellular setup that turns off any billing
of cellular records if you do not do business in this fashion.
08.
New signaling format feature
added. This will help to easily differentiate between the different
phone technologies you offer. You must choose 'GSM' or 'iDEN' in order
to get the IMEI, SIM and Kit No. fields to appear. Other signal formats
display the conventional ESN model. This field can be setup to be
defaulted to a certain signal format in the Cellular setup section of
ManageMore.
09. A new button titled "Track New Commission" has been added to the
cellular activation record. This allows you to track new commissions on
the same record, even after already being paid commission on the basic
rate plan. This is helpful for tracking smaller commissions (like
voice-mail) that occur long after the initial contracted commission.
10. Cellular Inventory records no longer get deleted when a phone
activation occurs. The record will permanently stay in inventory and not
allow you to make changes to it. By not removing the item from Cellular
Inventory, certain beneficial data, like the initial date the phone was
received into inventory remain on file. Also, searching Cellular
inventory will more accurately reflect whether the phone is in stock or
has already been activated.
11.
New Cellular Inventory reference code
field added. This will help identify the status of the phone in
inventory (i.e. Stock, Already Activated, Rental, Pending Activation,
Returned Merchandise, Lost/Stolen, etc.) You can create any number of
coded entries and run various inventory reports on these codes.
12.
New Cellular notes field
added. Use this to store any other various bits of information about the
cellular contract.
13. The Cellular Inventory part of the cellular module has had similar
changes to the ones mentioned above. One added field to the cellular
inventory was the date received. All inventory related reports can now
filter on this date field.
14. All Cellular reports have been re-designed and have had many new
filter conditions added. In addition, several new reports were added as
well.
15.
New Cellular Audit Pro module
is now available to dramatically speed up the data entry of commissions
received by your service provider. You only need an electronic file
format from your Service Provider or use a Scanner/OCR to import the
information automatically into ManageMore. (please call our Sales Dept.
for more info about this feature)
16.
New Master Dealer Pro feature
is now available to track sub-dealer commissions and to also dramatically
speed up the data entry when receiving large amounts of merchandise.
(please call our Sales Dept. for more info about this feature)
Other Notable improvements to ManageMore:
The Customer Notes Tab in Customer Care has been re-designed as an
Incident tracking feature. This allows a separate action note for the
employee to write how the problem was resolved. You can also identify an
incident with an incident code for quicker determination of what the
problem is about. An incident status has also been added that allows you
to flag messages that require attention at a later time. A new report
"Customer Incident by Status" has been added to allow you to utilize this
Low/High status status feature.
Improvement made for those customers using computers that only display
256 colors (e.g Citrix/Terminal Server stations, Remote stations using PC
Anywhere, etc.). This setting will minimize the application graphics in
dozens of screens throughout ManageMore. This should have the net result
of faster performance for remote workstations using dial-up. See
Setup Other... Miscellaneous Tab.
Correction made to allow reversal of credit card payments done through
the Batch payment process.
Improved E-mail Dial up connection
This allows for automatically calling up of your dial-up settings
when sending e-mail or making an internet connection. The connection can
now be left open continuously for quicker communication to the internet.
Previously, you had to manually launch an Internet connection prior to
doing any internet related task.
This feature requires your computer to have Internet Explorer 5 (IE) or
greater installed. You do not need to have IE as your default browser,
however, we recommend it because it makes ManageMore's dial-up connection
simpler and is a much better alternative to Netscape. Currently, IE
comes pre-installed on all MS Windows 98/ME/2000 systems.
Improvement made to E-mail feature that allows for the employee email
address to appear as opposed to the company e-mail address. Just add the
employee's e-mail address in the Employee section of the program, and
ManageMore will do the rest.
Improvements were made to access various codes in ManageMore
electronically. Certain codes like monthly software rental/financing,
extension of upgrade period, or activation of software can now be done
via an Internet connection. You can now receive these types of codes 24
hours a day without having to contact Intellisoft.
In Supertrack Inventory, When searching for a certain SKU, you can now
filter the search list to show only the current location SKU items. This
is useful for larger chain stores that may have hundreds of inventory
SKU's to search thru.
The Purchase Order and Inventory Transfer window have had improvements on
the print options like that of the Point of Sale window.
Many code related windows in the program have an added "Inactive"
checkbox field that now allows you to remove an item from a select list
without having to physically delete the record from the database. This
is a better approach to deleting that could cause referential integrity
issues when going back to older transactions that once used those codes.
The Past Due Selection Criteria had a minor change made to the Past Due
Date range. It now reads a bit clearer with a starting/ending Past Due
Date for selecting delinquent invoices. Leaving the Past Due starting
date blank and placing only an Ending date will have the same results as
before. However, those of you who use external collection agencies
should use the starting date to avoid overlap of previously sent
collection items to your collection agency.
Improvements were made to the POS, Purchase Order, and Inventory Transfer
Window to correct some problems that occurred when fast typing was
encountered. A few loopholes were also corrected that allowed changes to
item pricing when unexpected keystrokes were used.
The Batch Payment process now has a "Skip Check No." field that will skip
over the check No. column during batch entry if you do not use this
field.
End of Software Upgrade Documentation |
