How to add users in All Orders!

April 27, 2016 at 1:45 PMThomas Riemann

Happy day to everyone!

The Manage Users command, available from the Company menu, allows you to set access levels for every individual in your organization who will be accessing the All Orders system, including sales, administration, production teams, etc. This must be done separately within All Orders, as the application does not make use of QuickBooks user profiles.

By default, only the Admin account exists. This account does not initially have a password. If you're going to be setting up a multi-user environment, then this is the first thing you'll want to remedy. Administrators have complete access to the program and its data, and only administrators can view, add, edit, or delete users and user rights. As such, this account needs to be well-protected with a strong password. Type a password into the Password field, and then retype it in the Confirm Password field.

Once you've protected your Admin account, it's time to add other users. Choose Save & New from the Save drop-down list button. You'll then be required to choose a User Name and Password as well as set access privileges.

After entering the unique user name and password, click the Access Levels tab.

On this screen you can assign access levels to various parts of the program as follows:

  • No Access. User cannot edit or even read the list.

  • Read-Only Access. User can access the data, but cannot make edits.

  • Full-Access. User can access the data and has full write privileges for making edits.

 

Then click the Rights tab and complete the user rights:

  1. This user is connected to QuickBooks option appropriately. Unchecking this option disables synchronization with QuickBooks.   See Synchronizing with QuickBooks on different strategies for QuickBooks exchanging information with QuickBooks.  

  1. There are numerous check boxes that can be used to grant/restrict access to the user in question, such as the ability to delete records or approve Sales Orders. Check all the boxes that apply.

  2. In addition to these check boxes, All Orders also sports two special filters: by Sales Rep, and by Location. For example, if you want to restrict an employee's data access to a customers having a particular sales rep.

  3. Choose either Save & Close to save your work and exit the dialog, or Save & New to save the current user and move on to the next one.

Well that is all for today! I hope everyone has a great weekend! Make sure to contact us if you have and Questions. support@numbercruncher.com or call us @ 866-278-6243.

All Order's Add ons

April 8, 2016 at 3:18 PMThomas Riemann

Welcome back to the NumberCruncher blog! I hope everyone is have a great week! Today I would like to talk about an add on to the All Order's software called All Order Mobile. All Order's mobile extends inventory management into your warehouse. This will allow you to increase your efficiency in the warehouse by decreasing mistakes made. All Orders Mobile by NumberCruncher extends inventory management into your warehouse and lets you take full advantage of barcode label printing within All Orders. To me, this add on really makes our inventory system the best inventory software on the market. Just a little bit of background on myself. I use to manage a warehouse. When I was in that field, we didn't have any bar code scanning or a real time inventory management system like All Orders. Which made my job much more difficult. Adding bar coding to your company will save a lot of headaches going forward. Imagine doing your inventory count's on a hand held device, scanning instead of physically counting. I would of gave anything for this system! Now let's talk about All Orders Mobile.

All Orders Mobile by NumberCruncher will make your warehouse operations more efficient! All Orders Mobile is installed on Windows based devices. It can connect wirelessly to your All Orders database and download sales orders to be picked, purchase orders to be received and counts. Once a sales order is picked the picking information will be uploaded in real time back to the All Orders database an automatically create a Ship Doc. Similarly, once a purchase order is received through All Orders Mobile, the information will be uploaded to All Orders and a Reciever will automatically be created. Finally, All Orders Mobile will update your count in All Orders with new quantities.

  • Pick Sales Orders
  • Receive Purchase Orders
  • Perform Inventory Counts
  • Find Location/Bins of Inventory
  • Move Bins
  • Adjust Inventory
  • Transfer inventory.

Check out our Intro video on All Orders Mobile by clicking here. We also have more video tutorial's showing how to perform a Sales Order, Receiving a Purchase Order and performing an inventory count.

Well that is all for today! I hope everyone has a great weekend! Make sure to contact us if you have and Questions. support@numbercruncher.com or call us @ 866-278-6243.