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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 POS Screen Format
This
revision introduces a more straightforward POS screen layout for you
to use. This new POS look uses a more traditional layout and
provides several advantages:
- Stays in POS mode after each subsequent sale
- Provides for more sales items in one view
- Uses function keys to access key areas of the POS (versus
icons)
- Provides for a Void function directly in the same screen
- Can display item image on screen during the POS transaction
- More pronounced grand totals on screen
In order for this POS screen to provide the functionality we felt
was necessary of a modern POS system, we opted to use a higher
1024x768 resolution. Over time, we will start to slowly phase
out our traditional 800x600 windows size format throughout
ManageMore, in favor of the increasingly common higher resolutions
shipping with most computers since 2000.
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 Biometrics Security
Feature
With the advent of the new time and attendance
capability, we have introduced biometric verification capabilities
to ManageMore. For those unfamiliar with biometrics, it is a
method of identification by measuring unique human characteristics
as a way to confirm identity (e.g. fingerprint, iris scanning,
signature).
ManageMore has integrated the ability to use economical
fingerprint reader devices for verifying identity when logging into
ManageMore as well as validating an employee's identity when he/she
punches in or out using the new time and attendance feature.
No more forgetting passwords, "buddy punching" and/or other
security issues that reportedly cost companies hundreds and
even thousands of dollars annually.
See Setup... POS/Hardware... Biometric Security... for settings
related to this feature.
Please contact Intellisoft for more information about our
biometric capabilities or for purchasing ManageMore compliant
fingerprint reader devices for your business today.
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.
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