RELEASE NOTES 

All Orders 6.2.16

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What's New

Starting with release 6.2.16, All Orders has added features that will enable users to easily export/import and edit bulk information within the software.

This is was one of the most requested features from our users and was voted on at the "Creative Feature Session" at this year's CRUNCHTREAT.

In addition we have enhanced our tools for update BOMs in bulk, added multi line custom fields and more. Read on for the details!  

Export/Import

You will notice on various lists and entity editing screens throughout the system a new Excel Export button. Some of the more popular ares it is available in include the item, customer, vendor and price level lists. This button can be used to export the data you need into the same format as our standard Excel import templates. By doing this we eliminate the need for exporting data from reports and then copying and pasting into our standard import template. Now you can export, make the changes you need and then import all without having to copy and paste a thing!

Bulk Updating BOMs

We've added a new and enhanced screen that will allow users to bulk edit bill of materials (BOMs). Simply go to the Production menu and click on the Bulk Update BOMs button.From here users can easily add new components in bulk, remove components in bulk or replace existing components in bulk. Select the components and the assemblies and click Process to quickly and efficiently get all your BOMs in order!

Multi Line Custom Fields

Ever wanted to add a new custom field to have notes, comments, or store any other type of data that needs to have multiple lines? Now you can! When managing custom fields and adding or modifying a Text type of field a Lines box will appear where a number of lines can be entered for how many lines should be visible for that custom field. Once a number larger than 1 is entered it automatically turns the custom field into a multi line that can store as many lines as needed and the number entered will be how many lines are immediately visible on the custom field entry screen before the user needs to scroll down.

Customer/Vendor Notes

Now users can view notes and comments for customers and/or vendors while saving order documents.

Edit Custom Fields on read only Ship Docs

Now users can create and edit custom fields on shipping documents even after the document has been marked as shipped or invoiced which would have rendered the fields as read only in the past.

Additional Features

• Importing sales order from QB picks up custom fields as well.
• Setting for showing customer/vendor notes when saving order documents.
• Cost fields on the BOM screen made wider.
• Download button on the attachments screen for downloading web based attachments locally.
• New setting to leave inactive items off new order being created by duplicating existing orders.

Hey Cruncher's! Hope everyone's 2017 is starting off well! Here at Numbercruncher, we've been busy between our First Client Retreat, that just passed & getting our newest product, Order Time, ready for launch!

Our First Client Retreat was a HUGE success & everyone in attendance had a great time, learning everything there is too know about All Orders & networking with fellow Numbercruncher Customers. If you weren't able to attend this year, make sure you keep your eyes out for information on next years Client Retreat, happening in February 2018!

 All Orders Update 6.2.14

Numbercruncher has released update version 6.2.14 for All Orders. Since the last major update we pushed out was 6.2.10, 6.2.14 covers all the release notes from the past couple minor updates (6.2.11, 6.2.12 & 6.2.13). Please find all the release notes for 6.2.14 below. To update, please click HERE or visit Numbercruncher.com --> Support --> Software Updates --> All Orders Version 6.2.14

- Added All Orders Features:

* New Preference to allow Item Costs per Vendor to be entered in the Purchased as Measure Cost

* View Line #'s on Documents

* Currency & Exchange rate columns are now available on all Document Lists

* Checkbox on Location to Include/Exclude their Quantities from the main Item List

* Preference to ignore QuickBooks Errors stating that a User has updated their information in QuickBooks

* Payments can be added to Invoiced Ship Docs

* Ship Doc Ref is Editable, even after being Invoiced/Shipped

* Preference to hide Standard Cost & Discounts on the Purchase Order

* Linked Ship Docs/Customer Returns on the Ship Doc/Customer Return Screen

* Allow Payments to be processed in the Gateway, even after posting to QuickBooks

- Fixed All Orders Features:

* Division by zero error on orders with $0 totals and Discounts assigned

* Overflow error after selecting a Group on the Item screen

* Consignment Customers not loading

* Shift + Z shortcut preventing Capital Z from being typed on the screen

* Adding a new Attribute to a style making inactive styles, active again

* Emails unable to send from the List without an email assigned to the Customer Account

* Package Type assigned to Items not showing in the Shipping Estimator when launched from the Sales Order

* Package Type weight added to weight total in Shipping Estimator

* Cannot delete default form values assigned to Customers/Vendors

* Discounts not calculating properly for some Customers

* Custom fields for Kit selection Items not editable

* Repair Orders send to QuickBooks not picking up the Proxy Items

* Back Order column on Sales Orders not updating as Quantities are entered

* Error adding new Yes/No Items to Kits on the fly

* Foreign Currency Prices on Quotes using Price Levels changes with Exchange Rate update

* Changing the Cost on a Sales Order updates the Cost to keep the Discount the same when the Discount is what should be changing

* Handshake errors when getting UPS rates

* Leave the Ship Doc number off the Invoice memo in QuickBooks, if the Invoice number matches the Ship Doc number

* Errors trying to create Vendor Returns from Repair Orders

* Linked Sales Orders created from Repair Orders not showing in the list of Linked Documents

* Payments with open amounts when the entire Payment has been used

* Purchase Order Statuses on Sales Orders not showing fully Received, when it is in fact, fully Received

* Shipping estimate rates defaulting to multiple packages on quotes/orders

* Item type not valid when trying to add a job to a customer return

If you need help installing the update, please visit the Update Setup Instructions Page, located on the All Orders Version 6 Update Page (View directions on accessing the update page, above) or contact Support to schedule an update appointment

All Orders Weekly Webinars

After the success of our Client Retreat, Numbercruncher.com has decided to launch a FREE Weekly Webinar Program with our In-House Trainer, Veronica! Each week will feature a different in-depth, hour-long LIVE training demo conducted via teamviewer software. These webinars are currently for existing Numbercruncher Clients and are limited to five participants each week, however we have plans to expand the number of weekly participants & open the webinars up to non-Numbercruncher customers. Participants will be required to preregister for the event, no later than 24 hours before the webinar starts. More details on the Webinars & Registration process will be announced in the coming weeks, but if you are interested in more information or would like to request a topic to be covered, please email jgoldberg@numbercruncher.com

The best way to begin this blog topic is to discuss what on earth are we talking about?

Accrual Basis is a bookkeeping method in which you regard income or expenses as occurring at the time you ship a product, render a service or receive a purchase. In Accrual accounting, the time when you enter a transaction and the time when you actually pay or receive cash, may be two separate events. An Accrual-Basis report shows income regardless of whether your customers have paid their invoices and expenses, regardless of whether you have paid all your bills

Cash Basis is a bookkeeper method in which you regard income or expenses as occurring at the time you actually receive a payment of pay a bill. A Cash-Basis report shows income income, only if you have received cash and expenses. If you have not received a payment for an invoice, a Cash-Basis report does not include the income

What's the difference? The Cash accounting method is very straightforward: When cash comes in the door, we record it as revenue & as cash goes out the door, we record it as an expense. The Accrual accounting method is a bit more complicated. With the Accrual method, you need to record revenue when you earn it. For example, you ship a customer on net 30 terms, Using the Accrual method, revenue would be recorded when the product ship, whereas in the Cash method, revenue is recorded when the customer pays after the 30 days.

Likewise, when you purchase an inventory item, your Bill, Check or Credit Card charge will debit the item's Inventory Asset account and credit your Accounts Payable, Bank or Credit Card account. It is not debited to an expense account because (a) it is an asset that you can sell for future benefits & (b) you record the expense to match the income. When you ultimately sell the inventory, QuickBooks will record Revenue and Cost of Good Sold.

So if you are using the Cash Method, you would expect there to be no Accounts Receivable, right? That is not always the case, especially if you have Inventory. Recall that when you create an invoice, QuickBooks records both the Revenue and Cost of Good Sold, but since you are on the Cash Method, Revenue is not shown your Profit & Loss report until you receive the check from your customer. But it would seem right to not record the Revenue, yet still record Cost of Goods Sold, so QuickBooks will temporarily "plug" that amount into your Accounts Receivable. It would make a lot more sense to plug that back into Inventory Asset, but QuickBooks is QuickBooks.

Here are some helpful hints:

The best way to track your Inventory Purchases is to run the Inventory Valuation Summary/Detail reports for all dates:

- Accrual-Basis reports will count Sales as of the Inventory Date & Count Expenses as of the date the goods or services were received

- Cash-Basis reports will provide the reader with a history of cash inflow & outflow

- Under Cash method, Income is reported in the year it is received & expenses are generally deducted in the year they are paid

QuickBooks automatically sets itself to the Accrual Method of accounting because the Generally Accepted Account Principles (GAAP) basis requires the Accrual Method. But since the GAAP is what's generally accepted & not what's required, you are able to customize your QuickBooks to record in the Cash Basis instead.

Although you may have your preferences set to Cash-Basis reporting, some reports will automatically default to an Accrual Basis. Since Accrual Basis is the more common of the two types of accounting method, QuickBooks defaulted the Profit & Loss Report to this method. If you would like to be able to run your Profit & Loss Report without having to customize it each time, you can setup and save a customized report

 The process for customizing your Profit & Loss Reports differs in QuickBooks Desktop & QuickBooks Online

 - In QuickBooks Desktop:

- Click on Reports Tab

- Run the Profit & Loss Report

- At the top left of the Report, click on the Customize Button

- In the pop-up window, set the Account Method to Cash Basis

- Click Run Report

 - In QuickBooks Online:

- Click on Reports to open the Report List page and select the Report you'd like to view

- At the top, click the Customization button

- In the new window that opens, go to the General section and then note which Accounting Method is selected

- Click to select a new Account Method

- Make any other necessary customizations and click Run Report

Your Profit & Loss Report shows the Sales of Product Income accounts and the Cost of Goods Sold (COGS) accounts that are associated with your inventory-enabled Product/Service Item. COGS is an account that reflects the cost of materials and goods held in inventory and then sold. When you sell an item from your inventory, COGS increases by the amount you paid for that item when you purchased it. The difference between the income from the sale & the increase in COGS is the Gross Profit of the sale of that item

Hey Cruncher family, hope everyone's looking forward to the upcoming Holiday season! The Numbercruncher offices have been hustlin and bustlin lately with the launch of All Orders CRM Beta & our upcoming launch of Order Time, as well as the planning for our upcoming Client Retreat. Today's blog post will cover All Orders CRM, our Holiday Flash Specials & information about the new All Orders version 6.2.10.

All Orders CRM Beta is a web based system that shares you All Orders Desktop data and is used primarily for:

Hey Crunchers, hope everyone had a successful October and is ready for the Holiday season! So our readers know, our blogs until the end of the year will be more condensed, as we finish development on our newest product, Order Time.

Although we are focused on finishing & releasing Order Time, one thing we are committed too is not letting our support or development on All Orders slip. This is evident by our upcoming release of All Orders version 6.2.7. The newest release adds 15 new features & fixes some common issues (i.e. Duplicate item error when trying to reconcile QuickBooks to All Orders.) Please visit our known issues section of our support page to view the full list of Added & Fixed Features of 6.2.7.

One new feature area I would like to highlight briefly has to do with Packages. With All Orders, you can now create Packages & Boxes and can specify what items go into each Package/Box. In order to use this new feature, you need to manually turn it on by going to Preferences --> Shipping --> Company Preferences --> Package. After turning the preference on, you now have the ability to:

• Create (either Automatically or Manually generated) & Print UCC's (Uniform Commercial Codes)
• After inserting Items on your Ship Doc, you can click on the Package Button & Create Packages for Shipment
• You can create Default Weight Properties for Package Types & Create Tracking Numbers
• Once the Packages are created, you can create & view a Package Manifest that shows the breakdown of quantities
• Integrate your shipping with FedEx & UPS

Just a quick reminder that TODAY is the final day to get discounted registration for the Numbercruncher Client Retreat! Use code NC17 to save at checkout until 11:59pm TONIGHT (10/31)! The Client Retreat will be held February 6th through 9th in Dania Beach, Florida and will cover topics on All Orders, All Orders Web, All Orders Mobile, Integration Options, Business Cycles, Inventory Primer, Reports & More! The Retreat is the perfect opportunity to learn everything you ever wanted to know about current & future Numbercruncher products, as well as, the perfect opportunity to escape the harsh winters of up north!

The end of the year is fast approaching, make sure your All Orders software is setup and working properly before the holiday rush hits! Don't hesitate in contacting us, if you have any questions or need to setup training

Hey Crunchers, I Hope everyone's saying T.G.I.F. and is looking forward to the start of the weekend! As usual, its been a hectic and busy week here at the NumberCruncher offices. Other then our normal daily workload, we have been working on some new and exciting projects, that I know everyone here can't wait to announce! Make sure to follow our blog, our social media channels and your email inboxes for all these upcoming announcements.

As the end of the year starts to roll around, your company will start to reevaluate your software choices. Maybe in years past you just went with the software that you already knew. This year take a leap out of your comfort zone, and give All Orders by NumberCruncher a try!  To guarantee our software is a perfect fit for your company, we require all new users to have a hour-long software demo, with our CEO or CTO. We do this to make sure our customers know the ins-and-outs of our software, as well as, it allows all future clients a platform to ask any questions they may have about the software or what it does. After this demo, we supply you with a 30-day no commitment FREE trial of the software, so you can see just how beneficial All Orders by NumberCruncher really is! After that trial, you can decide to join the Cruncher family and pay a one time fee for the software, which includes your first year of support. After the first year, you just pay a yearly fee for support. All software updates are included in your yearly support plan! To help our clients know exactly how much they will be paying with us, we have created our Pricing Calculator and positioned it right on our website, so new clients can see exactly how much they will be spending.

Simply fill out the form and it will tell you what your initial cost will be and what your reoccurring yearly maintenance plan will be. 

If you are interested in scheduling a demo of All Orders, please click HERE or give us a call at 1-866-CRUNCHER, Today! 

Here at NumberCruncher.com, we truly feel we would be nothing without our loyal clients. This is the reason that we strive for the best customer service and always put our customers first! If you EVER have any questions, comments or concerns please immediately call us at 1-866-CRUNCHER (278-6243) or email us at support@numbercruncher.com. Our office hours are Monday - Friday 9am to 5pm EST. If you email/call after business hours, someone will contact you within 2 business days. If you are having issues and need help sooner, please call us back at the start of the following business day, so we can attempt to solve your issue immediately. 

Refresh, Relax & Reconnect 

As mentioned in our last blog, Numbercruncher.com will be having our 1st annual NumberCruncher Retreat, this upcoming February in SUNNY & WARM Ft. Lauderdale, FL! Details will be announced & registration will open on September 1st, but as a loyal Cruncher blog reader, you are getting an exclusive! The Retreat will be the beginning of February 2017! Our blog post on Friday September 2nd will have a full preview of the event, but in the meantime, follow our Retreat twitter at @NCRetreat2017 for the latest news!

$100,000 Small Business App Showdown

at QuickBooks Connect 2016

Finally this week, I just wanted to remind everyone about the Intuit App Challenge. All Orders by NumberCruncher was selected as a participant for this years showdown, which is held at QuickBooks Connect in San Jose, California in October. The voting for the event is August 16th through the 31st. On Monday, I will be publishing a special blog post on how to vote for All Orders by Numbercruncher.com. We really need all our Loyal Cruncher Family to support us and vote once per day, so we can show the entire QuickBooks community that NumberCruncher is a dominate force in the Inventory Software space! Please check back on Monday and follow our Twitter, Facebook & Linkedin pages for the latest information on the event.

Also, I know i wrote in the last blog post, I would include a sneak peek of Order Time, but I promise the wait will be worth it! Keep checking back & follow our Order Time Twitter for the latest on this revolutionary new software being brought to you by Numbercruncher.com!

Keep pushing through those Friday feelings and I Hope everyone has a great weekend! 

Hey Everyone! Hope you enjoyed your weekend and are ready for another busy work week! I know the NumberCruncher blog has been on a bit of a hiatus the last couple of weeks, but we're back and ready to Crunch through these long hot South Florida summer days. During these summer months our Support Team has been hard at work answering our current clients questions and helping setup All Orders by NumberCruncher on new client's networks. The grind never seems to slow down at our offices, especially during summer, when companies are reevaluating their current Inventory Management software and are deciding if its up-to-par or if their needs are not being met or satisfied. If your company is in the midst of reevaluating your software, please remember that NumberCruncher provides all prospective clients with an hour-long demo to make sure our software is a perfect fit, as well as, a 30-day no commitment FULL software trial before you decide to buy. We don't want your company buying our software, if it isn't the ideal fit for your business. To Learn more about ALL ORDERS please click HERE or give us a call at 866-278-6243 TODAY!

Recently, All Orders by NumberCruncher got featured on a number of websites. To begin the month, Financesonline.com wrote a review and named ALL ORDERS as one of their Rising Stars for 2016. Finances Online also recognized All Orders with their Great User Experience Certificate & Award. 

NumberCruncher.com would like to thank Financesonline.com for recognizing us and writing a review on All Orders. Finances Online is the fastest growing independent review platform for B2B, SaaS and Financial Solutions.  

Also this month, Scott Gregory of Better Bottom Line: the QuickBooks Expert, included NumberCruncher in his "Can QuickBooks Handle My Inventory?" guide. Scott is a certified QuickBooks Expert who has worked with QuickBooks software for 15+ years and knows a thing or two about QuickBooks add-on solutions. For him to feature NumberCruncher is his guide, is a big deal to us!

To check out the FREE Inventory guide or to learn more about QuickBooks solutions, please visit BetterBottomLine's website HERE.

Refresh, Relax & Reconnect at the 2017 NumberCruncher Retreat

The NumberCruncher team has also started planning a NumberCruncher Retreat here in Sunny South Florida, during the rough Winter months. Details are being finalized and you can expect an official announcement VERY SOON! If you are interested in attending or know someone in your company who will be interested, please send me an email at jgoldberg@numbercruncher.com with the details, so i can add you to our Pre-Announcement Blast. By being a part of our Pre-Announcement Blast, you will be the first to receive the event flyer and registration information, ALSO, you will receive a special prize during the Retreat, for being part of our Pre-Announcement Blast List.

The purpose of this Retreat is too allow our clients a refresher on the NumberCruncher family of products, an introduction to our NEWEST software and most importantly a chance for us to reconnect with our loyal customer base, in a relaxing, stress-free, Sunny and HOT environment; while the rest of the country is getting hit by Winter storms. 

Follow our Blog, Website and Social Media channels (Twitter, Facebook, Linkedin Company Page, Linkedin Group) to stay up-to-date on the latest developments of the NumberCruncher Retreat. 

SMALL BUSINESS APP SHOWDOWN 

Finally this week, NumberCruncher has entered our All Orders software into the 2016 $100,000 Intuit Developer Small Business APP Showdown with the winner being announced at QuickBooks Connect 2016 being held in October in San Jose, California.

More information on how to vote, will be published in an upcoming BLOG post, an email blast & our Facebook/Twitter pages. In Order to WIN, we're going to need the help of our Loyal Cruncher Family! Please follow our Blog/Social Media pages, to find out about some perks we are offering for those clients who vote for us, in the $100,000 Intuit Developer Small Business APP Showdown

The next NumberCruncher Blog will feature a sneak peek of our newest software, that we are releasing at the beginning of next year (2017)! Make sure you check back next week for the latest on Order Time!

Hey NumberCruncher Crusaders, hope everyone is recovered from Independence weekend and is ready for this short week to fly by! Summer is in full force and our calendars are filling up, FAST! If you or your company needs any training sessions or help, make sure you give our Customer Success Specialist, Michelle, a call at 866-278-6243 ext 815 or email her at support@numbercruncher.com, to schedule some time with one of our trainers! Our training hours are one of the main features that makes us stand out from our competitors, always remember that your training hours refresh every year, when you renew your maintenance plan. Don't let your hours go to waste! 

Speaking of training, NumberCruncher would like to welcome Veronica Marcano to the family! Veronica will be the new Director of Training for NumberCruncher.com. She brings with her 10+ years of software training expertise and we are extremely excited to welcome her to the team!  

Since I was brought on to the NumberCruncher team, my goal has been to help NumberCruncher be seen and get as much market exposure as possible! One such way we will be going upon this, will be our revamped Partner Program that we will be debuting in the next few months. We already began signing up companies, but are still looking to add partners, before we debut. If you are interested in having your company partner with NumberCruncher.com, please send an email to jgoldberg@numbercruncher.com. Every few weeks, we'll have a spotlight section in our weekly blog that will highlight our partners and the ways their products/services can benefit your business. Our first spotlights will be in this weeks BlogBlast, which will be released Friday afternoon. 

The NumberCruncher team is still actively showing and enrolling our customers in the NEW All Orders Integrator. The Integrator is getting outstanding reviews and feedback from our loyal, longtime customers and all of us here at NumberCruncher.com are extremely excited with the responses we have been receiving! Click HERE to read more about the integrator, and HERE to read the products press release. 

Finally, the Institute of Food Technologists trade show is fast approaching, next week, and I know i'm extremely excited to attend and check out all the latest innovations when it comes to the food industry and the different ways NumberCruncher can help in the process. If you will be attending IFT2016 or your company is located in the Chicago area, and would like to meet, please leave a comment below or email me at jgoldberg@numbercruncher.com and I'll contact you to set something up.

Hope everyone has a great 4-day work week!