M. David Matney
07-03-2010, 12:27 PM
On the Print Order forms Screen, you can now e-mail a form even if there is no e-mail address specified on the order itself. Simply checkmark one of the forms to e-mail and after supplying an e-mail address and recipient name, click on the “Print/E-Mail” button. Be aware, that putting an e-mail address in on this screen WILL NOT update the order.
The Order Search Field on the “Work with Orders” screen now searches more fields. The search field now scans and searches for orders in the following fields: Order Number, Company Name, Contact Name, Contact Phone Number, Cell Phone Number, Fax Phone Number, E-Mail Address, Shipper Tracking Number, Order Comments, Purchase Order Number, Stock Bin #, Outgoing Bin #, Credit Card Number, Check #, Bank Name, Order Description, Order Line Special Instructions, Order Line Personalization Text, Order Line Product Number, Order Line Product Description.
The Work with Orders Screen will now allow you to filter the search list by Sales Rep As well as the previous filters of Order Status and Orders Taken In Days.
Added More Date Range filters on the Work With Orders Screen. You can now filter last 6 months, Last 1 Year, and Last 2 Years.
You can now set how many lead days you want defaulted when you select a “scheduled date” This date is setup in the General System Setup Settings and will control what the default date will be set to when you schedule an order. For instance, if you have a 4 specified for the Lead Days, then when you select a scheduled date, it will default to 4 days into the future. You can always select a scheduled date that is prior to the 4 days into the future, this is only for defaulting purposes.
Scheduled Date is now optional. You can turn off the Scheduled Date Feature in the General System Setup Settings on the Order Setup tab. If you checkmark the “Do Not Use Scheduled Date” Checkbox then all orders will use the Pickup/Ship By Date for work order scheduling. By default the System will continue to ship with the Scheduled Date feature turned on.
In the System Setup, you can now add a BMP file as a watermark to print on all reports. You can use this option to print a company logo as a watermark on receipts, invoices, account summaries, etc.
When an employee clocks out, the pay information is no longer displayed on the “display associate timesheet” screen, thus protecting the privacy of the employees payroll information.
You can now print customer account statements. From the Accounting Options Menu, there is a new option to Print Customer Account Statements. Note: You must be authorized to Manage Invoices in the System Security before you will be granted access to this feature.
The Order Search Field on the “Work with Orders” screen now searches more fields. The search field now scans and searches for orders in the following fields: Order Number, Company Name, Contact Name, Contact Phone Number, Cell Phone Number, Fax Phone Number, E-Mail Address, Shipper Tracking Number, Order Comments, Purchase Order Number, Stock Bin #, Outgoing Bin #, Credit Card Number, Check #, Bank Name, Order Description, Order Line Special Instructions, Order Line Personalization Text, Order Line Product Number, Order Line Product Description.
The Work with Orders Screen will now allow you to filter the search list by Sales Rep As well as the previous filters of Order Status and Orders Taken In Days.
Added More Date Range filters on the Work With Orders Screen. You can now filter last 6 months, Last 1 Year, and Last 2 Years.
You can now set how many lead days you want defaulted when you select a “scheduled date” This date is setup in the General System Setup Settings and will control what the default date will be set to when you schedule an order. For instance, if you have a 4 specified for the Lead Days, then when you select a scheduled date, it will default to 4 days into the future. You can always select a scheduled date that is prior to the 4 days into the future, this is only for defaulting purposes.
Scheduled Date is now optional. You can turn off the Scheduled Date Feature in the General System Setup Settings on the Order Setup tab. If you checkmark the “Do Not Use Scheduled Date” Checkbox then all orders will use the Pickup/Ship By Date for work order scheduling. By default the System will continue to ship with the Scheduled Date feature turned on.
In the System Setup, you can now add a BMP file as a watermark to print on all reports. You can use this option to print a company logo as a watermark on receipts, invoices, account summaries, etc.
When an employee clocks out, the pay information is no longer displayed on the “display associate timesheet” screen, thus protecting the privacy of the employees payroll information.
You can now print customer account statements. From the Accounting Options Menu, there is a new option to Print Customer Account Statements. Note: You must be authorized to Manage Invoices in the System Security before you will be granted access to this feature.