M. David Matney
07-03-2010, 01:04 PM
APOSCIS has been renamed to BizWizard Professional. The software is Still owned by NetSoft Studio. We feel the new name will have more appeal in the marketplace and is the reason for the change in software name. To celebrate this change, we have given the software a minor face lift as part of this face lift are new icons. Please look for the icons named BizWizard Professional to start the software system.
Associates now have a commission percentage that can be set and will be used on the new commission report that reports commisions on Specialty costing items.
There is a new reporting option for the Print Paid Sales by Associate to print a commission report for speciality costing items.
There is a new system setup option for sales tax to charge sales tax for shipping charges. Some states require that you collect sales tax on shipping charges. By default, this option is turned off and if your state requires you to collect sales tax for shipping charges, be sure to go into the general system setup settings on the sales tax tab and checkmark the appropriate checkbox - once checked shipping charges will be included in the sales tax calculation. This will not effect previous orders whereby sales tax was not calculated on shipping charges. As part of this new feature, there are 3 e-mail templates that have been modified and may optionally be updated:
Order Acknowledgement
Credit Card Authorization
Proforma Invoice
When viewing Outoing Internet E-mails for customers or orders, you will now be able to see the WYSIWYG formatted e-mail vs. the text based e-mail.
A New option was added to system setup to hide the Pickup/Ship by Date and time from work orders and work order summarizations. Simply checkmark the box and those values will no longer be displayed on the indicated printouts.
Corrected the Formmating on the work orders when printed as a batch.
You can now create a customer from an order by clicking on the new button the maintain order screen that says "create customer" - This will create a new customer and initilized the values for the customer to those found on the order. Please note. This does not create a contact for the customer.
You can now do pricing adjustments with a new screen that will allow you to filter your product list in several ways. You can then apply a mass price increase to that filtered list by increasing product by a percentage or flat dolloar amount or even decrease the price by a percentage of flat dollar amount. In addition, you can modify pricing on a product by product basis without having to maintain each individual product. To get to this new screen, simply do the following: Under Misc. Options click on "System Setup Management" > click on Products Offered > Click on Manage Product Pricing The pull-downs and fields in the top black area are used to filter the list of items you wish to manage pricing for. Once you have the list the way you want it, simply modify the fields in the white area to make changes on a product by product basis, or click on the button at the top in the black area that says "Mass Price/Cost Adjustment" which will allow you to apply a change to all products in the filtered list at one time.
Corrected the associate time sheet overtime calculation. Previously, Non-Working hours were being included for overtime calculation such as Holiday hours, sick leave hours, etc. This has been corrected so these hours do not calculate as part of the overtime.
Corrected an annoyance error that did not effect the actually data when entering manually a time sheet entry. Previously an annoyance error message would pop up when it shouldn't have. This has been corrected so the message no longer pops up.
There is a new option in Maintain System Setup to specify how many days to pad the default date for Pickup/Ship by Date. Previously the padding was always 2 days, now you can customize how many days to pad this date as a default.
You can now print Price Labels for Products. From the Maintain Product Screen, you can check mark the Print Price Label check box to queue up that product to print on the next label run. When you modify a Unit Price, this check box will automatically be checked for you. To Print Price labels, from the Work with Orders Screen, simply click the button that says "Print Price Labels" The following Avery documents are supported:
Avery: 15267 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 18167 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 5167 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 5267 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 8167 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 8667 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 6870 3/4" x 2 1/4" (30 Labels Per Sheet)
Avery: 8257 3/4" x 2 1/4" (30 Labels Per Sheet)
Avery: 8760 3/4" x 2 1/4" (30 Labels Per Sheet)
Avery: 8985 3/4" x 2 1/4" (30 Labels Per Sheet)
Avery: 8986 3/4" x 2 1/4" (30 Labels Per Sheet)
Avery: 8987 3/4" x 2 1/4" (30 Labels Per Sheet)
Note: Price labels for products with Matrix Pricing is not currently available. Only Products with a Pricing Method of Base Pricing can be printed.
Previously you could not view the attributes on an order if the order was completed or closed without printing out a copy of the order. This has been changed so you can now see the attributes on completed and closed orders
Previously if you deleted an invoice, or cancelled an order and there was an internal e-mail in an associates inbox that was attached to the order or invoice, then the linkage between the invoice or order and the e-mail was broken. We have modified the system so that when an invoice is deleted or an order is cancelled and it was attached to an e-mail, the linkage is removed a text is added to the body of the e-mail to indicate that the order or invoice that was previously attached as been deleted since the e-mail was sent. The deletion date, time and associate that did the deletion is also logged in the body of the e-mail for reference purposes.
The Purchase Order date submitted now prints on the purchase orders
You can now e-mail past due invoices to customers. If you send an invoice to a customer that is past due, the past due e-mail template will be used automatically. If you send past due notices via the Print Unbilled Invoices, only past due notices are sent if you select the option to send past due notices.
You can now e-mail or print purchase orders for suppliers. When e-mailing you can attach files to the e-mail. All outgoing e-mails will be stored in the suppliers outgoing internet e-mails and can be reviewed or resent at a later date and time.
You can now add comments to a supplier account to keep track of communications to that supplier. Each comment will be date/time stamped along with the name of the associate that added the comment.
Corrected the problem whereby was appearing in the text version of e-mails sent out using e-mail templates.
Made some aesthetic changes to screens throughout the system
Corrected the coloring and functionality of the Select Customer and Select Supplier screens to match the specs for the rest of the system.
Associates now have a commission percentage that can be set and will be used on the new commission report that reports commisions on Specialty costing items.
There is a new reporting option for the Print Paid Sales by Associate to print a commission report for speciality costing items.
There is a new system setup option for sales tax to charge sales tax for shipping charges. Some states require that you collect sales tax on shipping charges. By default, this option is turned off and if your state requires you to collect sales tax for shipping charges, be sure to go into the general system setup settings on the sales tax tab and checkmark the appropriate checkbox - once checked shipping charges will be included in the sales tax calculation. This will not effect previous orders whereby sales tax was not calculated on shipping charges. As part of this new feature, there are 3 e-mail templates that have been modified and may optionally be updated:
Order Acknowledgement
Credit Card Authorization
Proforma Invoice
When viewing Outoing Internet E-mails for customers or orders, you will now be able to see the WYSIWYG formatted e-mail vs. the text based e-mail.
A New option was added to system setup to hide the Pickup/Ship by Date and time from work orders and work order summarizations. Simply checkmark the box and those values will no longer be displayed on the indicated printouts.
Corrected the Formmating on the work orders when printed as a batch.
You can now create a customer from an order by clicking on the new button the maintain order screen that says "create customer" - This will create a new customer and initilized the values for the customer to those found on the order. Please note. This does not create a contact for the customer.
You can now do pricing adjustments with a new screen that will allow you to filter your product list in several ways. You can then apply a mass price increase to that filtered list by increasing product by a percentage or flat dolloar amount or even decrease the price by a percentage of flat dollar amount. In addition, you can modify pricing on a product by product basis without having to maintain each individual product. To get to this new screen, simply do the following: Under Misc. Options click on "System Setup Management" > click on Products Offered > Click on Manage Product Pricing The pull-downs and fields in the top black area are used to filter the list of items you wish to manage pricing for. Once you have the list the way you want it, simply modify the fields in the white area to make changes on a product by product basis, or click on the button at the top in the black area that says "Mass Price/Cost Adjustment" which will allow you to apply a change to all products in the filtered list at one time.
Corrected the associate time sheet overtime calculation. Previously, Non-Working hours were being included for overtime calculation such as Holiday hours, sick leave hours, etc. This has been corrected so these hours do not calculate as part of the overtime.
Corrected an annoyance error that did not effect the actually data when entering manually a time sheet entry. Previously an annoyance error message would pop up when it shouldn't have. This has been corrected so the message no longer pops up.
There is a new option in Maintain System Setup to specify how many days to pad the default date for Pickup/Ship by Date. Previously the padding was always 2 days, now you can customize how many days to pad this date as a default.
You can now print Price Labels for Products. From the Maintain Product Screen, you can check mark the Print Price Label check box to queue up that product to print on the next label run. When you modify a Unit Price, this check box will automatically be checked for you. To Print Price labels, from the Work with Orders Screen, simply click the button that says "Print Price Labels" The following Avery documents are supported:
Avery: 15267 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 18167 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 5167 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 5267 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 8167 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 8667 1/2" x 1 3/4" (80 Labels Per Sheet)
Avery: 6870 3/4" x 2 1/4" (30 Labels Per Sheet)
Avery: 8257 3/4" x 2 1/4" (30 Labels Per Sheet)
Avery: 8760 3/4" x 2 1/4" (30 Labels Per Sheet)
Avery: 8985 3/4" x 2 1/4" (30 Labels Per Sheet)
Avery: 8986 3/4" x 2 1/4" (30 Labels Per Sheet)
Avery: 8987 3/4" x 2 1/4" (30 Labels Per Sheet)
Note: Price labels for products with Matrix Pricing is not currently available. Only Products with a Pricing Method of Base Pricing can be printed.
Previously you could not view the attributes on an order if the order was completed or closed without printing out a copy of the order. This has been changed so you can now see the attributes on completed and closed orders
Previously if you deleted an invoice, or cancelled an order and there was an internal e-mail in an associates inbox that was attached to the order or invoice, then the linkage between the invoice or order and the e-mail was broken. We have modified the system so that when an invoice is deleted or an order is cancelled and it was attached to an e-mail, the linkage is removed a text is added to the body of the e-mail to indicate that the order or invoice that was previously attached as been deleted since the e-mail was sent. The deletion date, time and associate that did the deletion is also logged in the body of the e-mail for reference purposes.
The Purchase Order date submitted now prints on the purchase orders
You can now e-mail past due invoices to customers. If you send an invoice to a customer that is past due, the past due e-mail template will be used automatically. If you send past due notices via the Print Unbilled Invoices, only past due notices are sent if you select the option to send past due notices.
You can now e-mail or print purchase orders for suppliers. When e-mailing you can attach files to the e-mail. All outgoing e-mails will be stored in the suppliers outgoing internet e-mails and can be reviewed or resent at a later date and time.
You can now add comments to a supplier account to keep track of communications to that supplier. Each comment will be date/time stamped along with the name of the associate that added the comment.
Corrected the problem whereby was appearing in the text version of e-mails sent out using e-mail templates.
Made some aesthetic changes to screens throughout the system
Corrected the coloring and functionality of the Select Customer and Select Supplier screens to match the specs for the rest of the system.