|
Visit this page often for the latest enhancements to
the ManageMore business software suite. We strongly recommend you
read all revision notes up to the last software revision you are
currently using.
Version 6.0 (revision B)
New Supertrack Grouping Feature
We have introduced a new type of Supertrack Inventory item
called a "Grouping." This inventory kind is similar to a
"Kit", but offers some distinct advantages. A Grouping item is an
SKU that is associated to multiple SKU's. When a grouping item is
used on a sales invoice, sales order, purchase order, transfer order,
etc., the program will automatically populate all SKU's and associated
quantities on the document.
Unlike a Kit, a grouping allows you to
modify the individual components at the time of the transaction.
Basically, a Group item provides the distinct advantages of:
-
Flexible pricing changes on the
component parts of the Group
-
Flexible quantity changes on the
component parts of the Group
-
On-the-fly removal of component part
in the Group
-
works for many different transaction
types
Setting up a Group item is very similar to setting up a Supertrack Kit
item. Simply create an inventory template that is defined as a
"Grouping" and then create a Supertrack inventory item with this
template. See Lists... Inventory... Inventory Templates...
New IntelliCharge Gateway
We have recently partnered our software technology with a
leading Merchant Card Provider to bring ManageMore customers a FREE card
processing solution that rivals third party card processing software
(like PC Charge and IC Verify). With our new Intellicharge gateway,
you can process both debit and credit card transactions through a simple
and quick internet connection. By signing up for the Intellicharge
MerchantWare gateway, you save hundreds of dollars in costly card
processing software and can rid yourself of dedicated POS terminal
devices and dedicated phone lines.
To learn more, visit
www.managemore.com/intellicharge
New Inventory Intellisell Feature
For the first time, ManageMore introduces two very powerful
features that will help your business sell more product by forcing your
employees to offer customers alternative items or products that
compliment the items purchased by the customer. Using either a
substitution system or a suggestion system, ManageMore will prompt the
employee during a sales order or sales invoice and provide easy options
for adding products to a transaction. The Intellisell feature can
be located under Lists... Inventory... Intellisell Items...
Let's discuss the capabilities of Intellisell in more depth.
Intellisell "Suggestion" Capabilities
The ability to cross-sell merchandise and make special offers at
the end of a sales transaction is critical in today's business place.
Often, the problem is training the employees to know what to offer
depending on what the customer purchased. Well hope no more...
because Intellisell's suggestion capabilities allows you to tell
ManageMore what items to cross-sell when a customer purchases specific
items.
When an employee finishes a sale, ManageMore will pop-up a window that
instructs the employee on what to offer and even what to say. This
Intellisell feature even provides for a special offer price only if the
customer adds it at the time of the sale.
There are many uses for this powerful
tool. For example, you can offer extended warranties, service
plans, accessories, batteries, etc. Your employees become
professional salespersons by simply reading the instructions on screen to
offer the customer.
Intellisell "Substitution" Capabilities
There are many times when a particular items runs out of stock and the
customer is not given any alternative solutions. With the
Intellisell substitution capabilities, you can easily associate other
items to offer in place of the item that is no longer available.
This can be extremely useful in saving a sale and building a better
relationship with your clients.
Miscellaneous Improvements and Fixes
1. Added a "Hide on Hand Count" feature to the Inventory Count window.
This will allow users to key in the inventory counts without seeing what
the actual count is on screen. Use the security administrator to
control who has access to this setting or not.
2. Fixed issue with importing of inventory counts from a data collector
when the item code is something other than the SKU Item (such as the UPC
of the item).
3. Improved notification when an item imported from a data collector does
not exist in inventory or is not part of the inventory count process.
4. Improved Reporting Behavior. When a report is now run, the
parameter window will stay on screen until you close the window.
This will make it easier for users who need to run the same report
multiple times using slightly different criteria. The old
parameters will stay on screen and you can easily make adjustments and
re-run the same report in a much quicker manner.
5. Larger tracking number field to support the max. length of the USPS
tracking number.
6. Added capability for mass price update change across multiple location
item records when pricing fields are modified on the main location item record.
The program will automatically identify only those fields on the Price
Tab which
have changed and will apply those changes to any identical SKU from a
different location, as long as the price fields were initially the
same as the main item location. This is simpler to deal with
compared to the built-in Global Price Change Wizard and it should
significantly speed up the amount time it takes to make price changes for
a multi-location operation.
7. Fixed issues that would cause the cash-basis report to not report
correct amounts under certain conditions.
8. Fixed problem detected with Customer Aging by Past Due Date Report and
improper customer names appearing periodically.
9. Fixed problem in Price Check Window where a promotional item could
show the wrong price if it was repeatedly selected and the Price Level
option was modified.
10. Fixed table display of certain columns in the Inventory Explorer
Version 6.0 (revision A)
Security Warning: Some menu
changes have taken place which will require you to re-evaluate your
security settings in the ManageMore Security Administrator. In
particular, the Employee menu item has been replaced with a new Human Resources menu item.
Furthermore, some changes have been made to how ManageMore decides who
gets access to the Security Administrator. It is critical that
older ManageMore users address these two issues ASAP after upgrading.
The good news is that we have made considerable improvements to make the
Security Administrator simpler to re-setup after upgrading.
A new automated Refresh process now ensures that all default security
resources (i.e. menu items, windows, buttons, etc.) and security
groups (i.e. A/R, A/P, POS, Inventory, etc.) are kept up-to-date.
This means that each time a new security resource is added to ManageMore,
that resource will be unlocked with the default security group that it is
meant to be used with. You no longer have to manually unlock
new resources to the appropriate security groups they belong to. In
short, if you have been assigning security users to the appropriate
security groups that come with ManageMore, you will no longer need to
re-evaluate your security settings each time you upgrade to a new
revision.
The bad news with this new Refresh process is that older ManageMore users
will lose any overridden security resource settings and be forced to
re-evaluate their security on all users. It is difficult to
determine how dramatically the refresh process will affect your
existing security setup. This depends on how old a version of
ManageMore you are upgrading from, whether or not you used the security
groups that shipped with ManageMore, and whether or not you did many
security resource overrides at the security group and security user
level.
Older ManageMore users will receive a prompted option during the
upgrade to Version 6.0 regarding the Security Refresh option and whether
they want to perform it or not. We urge users to let ManageMore
perform the refresh process and then re-evaluate your security settings
immediately afterwards. You would have to re-evaluate your security
settings anyway given the new human resources items added to the program.
So why not take the time to recheck your security scheme and know that
you won't have to deal with this cumbersome process again on future
updates? :)
Other changes to the Security Administrator include an easier way to get
to user security. It is now recommended that you access the
Security Administrator directly from the ManageMore menu at Activities...
Human Resources... User Security.
As of this release, we are also no longer supporting the ability to secure areas of the Security
Administrator program itself. This was deemed overkill for the
majority of our users and a simpler system was put in place.
Access to the Security Administrator is now based on a Security User
setting which gives full or no access to the security model.
From within the Security Administrator, please see Security
Maintenance... User Security... (click on User record)... User Properties... and find
the checkbox that says "Allow Access to this Security Application".
Determine which security users should have access to the user security
settings
accordingly. NOTE: A small icon image will appear on the
Security User List to quickly identify what users have been granted
access to the Security Administrator.
New Online U.S. Payroll Interface
ManageMore now provides your business with the easiest and most sensible
way to handle payroll for your business. The rapid growth of online
national payroll services has reinvented the way small business handles
their company payroll. More and more companies small and large are
recognizing the advantages and cost-effectiveness of outsourcing payroll
(i.e. inexpensive monthly service, better security control, direct
deposit, electronic filing of payroll taxes, no need to purchase
tax table updates, payroll tax experts at your service, etc.).
Outsourced payroll can even accommodate one or two employee staffed
businesses at less than it would cost you to hire an accountant or have a
full-time bookkeeper on staff.
ManageMore has formed a partnership with leading payroll service
providers to bring you the simplest and fastest way to do payroll.
With the new year approaching, now is the best time to consider revamping
your old manual-intensive way of handling payroll. For more information on this exciting new functionality, please visit
http://www.managemore.com/payroll and sign-up today!
New Time and Attendance Feature
This revision introduces the long awaited Time and Attendance
feature for ManageMore. This is much more than just a simple time
clock with reports. ManageMore has integrated the time and
attendance (T&A) capabilities with the newly added payroll
interface already mentioned above. These two combined features will
definitely make your payroll periods easier than you could have ever
imagined.
You can truly eliminate your physical time clock systems and rely on a
much simpler and more accurate way of keeping track of your employee's
time. Unlike other stand-alone Time and Attendance programs,
ManageMore's T&A ties directly with the rest of your accounting system.
This means that there is no double-entry or possibility that a data entry
error could cost you financially due to accidental/intentional payroll
errors. Furthermore, many tamper-proof features (i.e.
Internet time verification, Biometrics, timesheet review verification,
etc.) were added to ensure accurate employee timesheets every payroll
cycle.
Under the Human Resources menu ... you will now find several new items
that are used for setting up the time and attendance features. Here
is a quick review of the new features:
A. Payroll Cycles allows you to define your company's starting and
ending payroll/timesheet periods. In most cases, you will only have
to create one record for the payroll cycle your company uses (e.g.
weekly, bi-weekly, semi-monthly, monthly, etc. periods).
B. Payroll Codes define the different forms of wages and deductions
that an employee typically receives for each payroll cycle. The
payroll codes help to breakdown the payroll expenses in your General
Ledger. ManageMore will automatically create the common payroll
codes that 95% of businesses will need.
C. Time Clock provides a simple window layout which allows an employee
to clock in and out for work. Timesheets are automatically updated for the payroll cycle each time an employee uses the Time Clock.
The Time Clock can be accessed in three different way-- from the menu
item under Activities... Human Resources... Time Clock; from the toolbar
if you add the option to your icon list; or from an external program
called "mmclock.exe" found in your ManageMore folder.
D. Review Timesheets feature gathers all of the employee time clock
information into a simple wizard process where you can review and edit
each employee's timesheet. This process will also gather employee
commissions as well to post to the payroll process.
E. Setup Options have been added to customize the behavior of the Time
and Attendance features. See Setup... Options... Employees... Time
and Attendance.
In order to activate the Time and Attendance, you will need to setup
each employee record that will be part of T&A and/or the payroll process.
See Lists... Human Resources... Employee List... (edit employee
record)... Status Tab... Setup Payroll Button.
Once T&A is posted, you are ready to use the import/export payroll
feature to handle the rest of your human resources needs.
New Bar Code Fonts Feature
We have recently formed a strategic partnership with IDAutomation
Corporation (visit
http://www.idautomation.com) to provide you with over $1,000 worth of
bar code font technology to use within your ManageMore program for FREE.
This means that you will be able to create your own barcode labels with a
wide variety of popular bar codes to choose from (i.e. Code 128, UPC-EAN,
Interleaved 2 of 5, Codabar, etc.). ManageMore's Lists and Labels
Manager will allow you to select the bar code font of your choice and
encode any value in the database to work with these bar code fonts.
Simply go to the Lists and Label Manager and you will automatically be
asked to install the bar code fonts on your computer.
Then, simply create a template, add a frame control and select the bar
code font of your choice. As with most barcodes, it is required
that the value be encoded in order for the bar code to work correctly.
ManageMore has provided all of the standard function strings for encoding
the bar code you select (e.g. use of functions like BC_128(), BC_I2OF5(),
BC_UPCA(), etc.). Please refer to the online documentation for more
explanation on this.
New Reverse Phone Lookup Feature for Automated Customer Data Entry
This unique feature now makes it simpler, quicker, and more accurate to
enter new customer records than ever before. Through an internet
connection, ManageMore can now retrieve a U.S.-based or Canadian-based
mailing address by simply providing the program with the customer's publicly listed
telephone number. Within seconds, ManageMore will retrieve data
from a national database that contains over 100 million names and
addresses on file. If a telephone match is made, ManageMore will
show you the address found and allow you to insert this data into the customer
record with a single mouse click. Filling in a customer record has
never been easier.
In Customer Wizard mode, you can access this new reverse phone lookup
feature by clicking on the "Find Addr" button that will appear at the top
of the Contact Information wizard step. In Customer Standard mode,
you will find a toolbar button at the top of the customer record screen
which will invoke a pop-up window to do the reverse phone search.
There is also an optional setting that can force this feature to always
pop-up before entering any customer information on screen. See
Setup... Options... Customers and Prospects... Always attempt reverse
phone lookup on new customer record.
Disclaimer: This customer search feature is made possible
by a non-affiliated third party which offers access to its national
database for free. We cannot warrant the accuracy of the third
party's database or that this third party will continue to provide this
service indefinitely.
New Cellular Activation Auto-Fill Feature (Optional Cellular Manager Module)
It's finally here! Cellular dealers can now speed up their data
entry efforts and reduce typo's with our new Activation import feature.
Currently, this feature is only available for Cingular dealers using the
POS II system. As other service providers add this functionality to
their web activation system, we will gladly integrate them into our
future releases.
What is this and how does it work? Well, in the case of
Cingular, their POS II web activation system has for some time now
offered a download option that will transmit all the activation
information that an employee just finished entering online. With
this downloaded file now stored on your local computer, ManageMore can
extract the information contained within this file and automatically
create a customer account and pre-filled cellular activation record in
one seamless step.
Our wizard driven import process will
ask you a few simple questions to get started and then give you the
option to make overriding changes or additions to the customer/cellular
information that is created as a result of this download file.
How do I set this whole import process up?
It's actually fairly simple...
1. Go to Lists... Industry... Cellular.. Service Providers... and select
your service provider record that will utilize this Activation feature.
2. Go to the Import Setup tab, and choose "Cingular POS.com II" as the
activation system.
3. Choose the Download Path where your employees will store this customer
activation file each time it is downloaded from the service provider's
web site. You can either designate a centralized
network path, or choose a local drive letter and path. If you
decide to use a local drive path designation, it will be important that
all stations have the same local drive defined on their pc as well.
That's it for the setup aspect of this activation feature... now to
actually perform this Activation Auto-Fill feature, just go to
Activities... Industry... Cellular... Import Cellular Activation.
Follow the step-by-step instructions on screen.
A few pointers about this activation
auto-fill feature:
1. If the rate plans you have defined in ManageMore don't match those
used by the service provider, you will get a warning. We recommend
utilizing the new Alias rate plan feature that is now available on each
cellular rate plan record. Place the carrier's rate plan value in
this alias rate plan field, and ManageMore will automatically choose the
appropriate rate plan.
2. Please keep in mind that there are still a few customer and cellular
activation fields that are not provided/recorded on the service providers
activation system. It is your responsibility to fill in those
missing values!
3. ManageMore has no way of knowing that an imported cellular
activation file comes from an existing customer account on file from a
prior activation or purchase. It is your responsibility to check if
the customer account already exists on file before going too far in the
wizard process or a new account will be designated to the customer.
4. As each activation file is imported, ManageMore automatically removes
the downloaded file so that it is not re-imported again. However,
in large computer networks where many activations could occur close to
each other, several or more employees may download their activation
file within close proximity of each other. This does not pose a
problem for the import process, but employees must exercise caution and
pay close attention when the import process shows all available
activation files recently downloaded. In these rare cases, each
employee should choose the activation file listed that is pertinent to
the customer they are dealing with only.
5. It is a good idea to take advantage and utilize ManageMore's
customer template feature to better pre-fill the customer information
during the import process.
Improved Disbursements Capabilities
There are two notable improvements to the Disbursement process in
ManageMore.
First, you can now mix both positive and negative disbursement items on
the same transaction. This means, for example, you can record a
separate deduction on a purchase receipt and record it to a separate GL
account. You can also record returns of items to a vendor on a bill
or check.
Second, you can now edit the payment amounts you want to pay when
creating a disbursement. Prior, you were only able to check those
items you wanted to pay in its entirety. Now, you can partially pay
bills and partially apply credits as you wish. Simply click on the
Amount field shown on the Disbursement detail lines and you can begin
typing any desired amount you want to pay off.
Improved A/R Payments Capabilities
Since the beginning of the ManageMore
release, you have only been given two posting options when making an A/R
payment toward a customer account with multiple outstanding invoices.
You could either allow ManageMore to automatically use a First-In
First-Out payment scheme or select specific invoices to post the payment
to. Now, you will have the option to selectively decide how much of
a payment will go towards each outstanding invoice.
In other words, if a customer had two
outstanding invoices for $100 each, you can now select to pay $70 on the
first outstanding invoice and $30 on the other invoice. Although
this is a rare occurrence, it does give you the ultimate control in how
invoices are paid out.
To perform this partial payment process, go to the Customer Payment
window and select a customer with an outstanding balance. Now,
change from FIFO to specific invoice payment method and then click/edit
on the payment field shown in the list box at the bottom of
the window. You will be able to type any partial payment you wish
to post for each invoice selected.
New eConnect Interface (optional module)
A new interface has been developed which now allows you
to integrate ManageMore 6.0 into your existing web site for a more
customer-friendly user experience. eConnect will give your
customers the ability to tap into your ManageMore database directly from
your website with minimal development needed by your web designer.
The internet era is upon us and customers expect more from your web site
each year. eConnect now makes many of the most common web-based
customer interaction features possible without the complexities typically
involved with internet based CRM.
With just minor knowledge of internet scripting languages and
HTML, you can have customers review their own invoices online, make
electronic payments, edit their account information, and even integrate
your favorite shopping cart program to update ManageMore in real-time.
eConnect includes a complete Customer Care system that can be quickly
dropped onto your web site. eConnect also provides very simple
function calls or "hooks" that can be dropped into your own scripts for
retrieving/updating ManageMore information in real-time. There are
literally dozens of application uses that can be done with eConnect, your
web site, and your creativity.
For more information on this powerful internet-based portal to your
ManageMore program, please contact sales.
New "Behind-The-Scenes" viewing access to GL Posting of Transactions
This new capability will help bookkeepers and accountants audit the
effects of a transaction on the General Ledger. You will be able to
see all the debits and credits that resulted from a transaction.
This can be handy when a discrepancy arises and more information is
needed.
This feature can be found in several areas of the program that affect the
General Ledger. A "View GL Posting" Button has been added to the
following tables in the database:
- Invoices (Lists... Accounts Receivable... Invoices)
- Payments (Lists... Accounts Receivable... Payments)
- Purchase Receipts (Lists... Accounts Payable... Purchase Receipts)
- Disbursements (Lists... Accounts Payable... Disbursements)
- Inventory Adjustments (Lists... Inventory... Inventory Adjustments)
- Inventory Transfer Receipts (Lists... Inventory... Inventory
Transfers...Transfer Receipts)
- Deposits (Lists... Banking... Deposits)
- Work Receipts (Lists... Inventory... Manufacturing... Work
Receipts)
Miscellaneous Improvements and Fixes
1. Fixed an Inventory statistics problem that occurred when sales
invoices had redemption items.
2. Fixed a General Ledger reporting issue with GL sub-account totals.
3. Better support for cash-based accounting financial reports with the
ability to switch between accrual and cash-based financial reports at
runtime.
4. GL Reconciliations can now be deleted. Your can now delete the last
posted reconciliation on an account, in case a mistake was made. You can
continue to delete the previously posted reconciliation and so on...
as far back as you need to go.
5. PayPal payment method has been added as internal payment method for
ManageMore. This has been primarily introduced to work with
the new eConnect Cart System.
Do you still need to know about software revisions prior to the ones
mentioned above?
If so, please
click here
for older revision archives.
|
