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Version
History
Version
4.20 (9/18/05)
 Added
Payments Summary Detail Report to the Reports screen,
Financial tab. The current Payments Summary report will
show the total payments, and the Payments Summary Detail
will break out each payment to show which invoices were
paid.
The
"Adjust Margin" button on the quote screen will
now adjust all parts on the quote that has a cost price
entered. Previously, the system was only adjusting the
margin on parts where the "Based On Margin"
box for that part was checked. This was leading to confusion
on why the new margin % could not be attained on some
quotes. Keep in mind, if there is not cost entered in
the cost column, the part will still NOT be adjusted,
as there is no way to apply a margin to a zero cost.
Fixed
"Customer History Statement". Previously an
error was occuring: "error #3061-Too few parameters-Expected
3". This has been fixed.
Bug
Fix: "Reports"-->"Customer"-->"Customer
sales detail w/serial Nos", was not displaying the
total amount correctly when the quantity was more than
one.
Fixed
margin / average margin calculation on the Computer Sales
Report on the reports screen, quote/invoice tab to include
labor only items. Also adjusted the Invoice Summary Report
to do the same.
For
2-Tax Systems (Ex: Canada), the invoice history will now
show the total amount including both taxes.
Bug
Fix: On the excel-based invoice, the total labor and total
parts will now show correctly if parts and labor/shipping
items are mixed on an invoice.
New
Feature: On the Tools, Bulk Email Wizard, added a button
where you can export the list of semi-colon delimited
e-mail addresses to the windows clipboard. This can be
used to paste into the BCC or CC field of your own e-mail
program. Simply use option 3 to create your list of e-mails,
then press the new button in the lower left to Copy the
list of e-mails to the windows clipboard.
On
the To-Do List, fixed the To-Do List Report. The date
added field was incorrectly displaying the date due.
Version
4.11 (9/14/04)
Mix
fixes to the new split payments screen and performance
fixes to split payments.
Version
4.10 (9/7/04)
Major
Feature: You can now accept one payment from your customer
to pay multiple invoices. To do this, go to the Payments
screen, click the "Make Payment" button. A redesigned
screen will open, where you enter the base details of
the payment, then you select which invoices were paid.
If the invoice is paid in full, the "Sale Date"
on the invoice screen will be set automatically. If you
make a payment from the Invoice screen, the old payment
wizard will still open, and only allow you to pay on the
selected invoice. Paying multiple invoices using one payment
must be done through the payments screen.
Redesigned
the Payments screen. Items will now sort descedning by
date, and buttons have been added to view the details
of the payment or invoice, and delete them. Payment notes
have beed added to the payments screen, located at the
bottom.
Fixed
bug on invoice screen. Previously, if you deleted an invoice,
the system was not checking to see if a payment existed,
and was allowing you to delete the invoice if one existed.
Now the system will prevent an invoice deletion if a payment
exists.
Fixed
Packing List form (Invoice screen, file, print preview
other, packing list). An error was occuring when previewing
the report.
Version
4.00 (7/29/04)
You
can now enter, and maintain, your own printable "To-Do"
list directly in PC Reseller System. There is a new button
on the main toolbar before the customers button that will
open a To-Do list. You can track when an item is completed,
sort items by priority, and filter items by priority or
completed status. This database is stored in a separate
.mdb file, so network users each have their own to-do
list.
Create
your own Searchable Knowledge Base! Click on the new button
labeled KB on the main toolbar next to the setup button.
Create your own KB articles that are fully searchable
and printable. Features include searching your KB, adding
additional keywords for finding the article later, and
copying the entire article to the windows clipboard for
pasting into an e-mail. When you search your own KB, items
are listed by relevance, articles with more keyword matches
than others will sort first.
Print
a sheet of part labels, or print labels for all parts
on a purchase order! You can now print part labels on
standard Avery 5163, 8163, 8463, 5160, 5260, 5167, 8167
labels. The sizes supported are 2" X 4" 2 across,
1" X 2 5/8" 3 across and 1/2" X 1 3/4"
4 across labels. 1) To print labels for parts contained
on a purchase order, go to the Purchase screen, pull up
a p/o, then click the "Labels / Serial Nos"
button. If you have the option for blank serial entry
records for the part types, a label will be printed for
each matching serial entry record (an actual serial number
is not needed for the label to print). 2) For printing
a page of the same labels for a part number, go to the
Reports screen, and click the new button "Product
Labels".
MS
Outlook now supported. If you click the e-mail button
throughout the program, you can now select MS Outlook
as your e-mailing method on the SMTP setup tab of the
e-mail popup window.
You
can now categorize your customers by the new selection
field: Customer Type. You can click the yellow '+' button
next to the customer type selection on the customers to
add / maintain your own types.
Edit
your own Quote, Invoice or Purchase Order layout!! Added
the ability to export a Excel-based Invoice, Quote or
Purchase Order. On the 3 Major screens, there is now an
Excel button. You can pull up a quote, invoice, or P/O,
then click the Excel button to generate a spreadsheet.
This feature is perfect For those wanting more control
over the output layout, you can click on Tools, Spreadsheet
Template Setup, and then edit the default XLS template
for the invoice, quote or purchase order. A list of available
merge fields is in this setup screen. Additionally, if
you want to e-mail the quote, invoice or p/o spreadsheet
to your customer, just make sure to change the Output
format in the e-mailing popup window to XLS. Note however,
that the template xls attachment is only supported if
you have EasyMail or MS Outlook selected as your e-mail
type (MAPI does not support adding this attachment).
Bulk
E-mail Wizard for quickly e-mailing your existing customers
or external e-mail lists. This is a tool that allows you
to send a bulk e-mailing to customers, prospects, or opt-in
mailing lists, etc. Click on Tools, Bulk E-mail wizard
to access. You can take a list of ';' delimited e-mail
addresses, copy them to the windows clipboard, and then
paste them in (or import them via a .txt file) into the
bulk e-mail wizard for a one-shot e-mailing. Or you can
also take a list of e-mail addresses from your customers
screen and filter by the sales person or the New Customer
Type field. The advantage of this over pasting a large
group of e-mail addresses into the BCC field in Outlook
or Outlook Express, is that a separate message is created
for each e-mail address, thus avoiding "hangs"
while outlook tries to send a large BCC e-mailing.
Select
a Quote by quote number. Every quote that is created has
an auto-generated number behind it. This number is now
visible on the quotes screen, quote history window, and
quote form, thus making it easier to reference a quote
by the internal auto-generated quote number. Your customer
can now reference this quote ID number when they have
questions or changes. Additionally, on the quote screen,
you can now pull up a quote by the internal quote number
with the new Quote # selection at the top left. If the
quote you pull up is for a different customer, the customer
will automatically change in the header area to the correct
customer.
Add
a new customer automatically from text copied to the windows
clipboard!! In the customer screen, there is a new clipboard
button next to the Save button. This button allows you
to add a new customer from text that has been copied to
the windows clipboard. To define how the clipboard text
is copied, click on tools, Paste Import / Customer Definitions.
In this screen, you can add a new definition or edit existing
definitions. You define a beginning and ending label that
surrounds the text you want to capture, then tell PC Reseller
System what field to save it to. This is great for feedback
/ add to mailing list forms on your website. You can take
the e-mail with the new customer data, copy the entire
text to the windows clipboard, then paste to a new customer.
Also, if you use online contact management sites that
have the ability to copy a customer to text, you can easily
paste the customer in to PC Reseller System. Can be setup
to work for e-mails, website text and other software packages.
Added
Past Due / Billing Notes to the customer. This is accessed
by clicking the button to open Past Due / Billing notes,
this button is on the customer and payments screen. Additionally,
If a customer is past due, the system will now open the
past due / billing notes window when you order a quote
OR begin a new invoice. You can turn off warning via the
past due notes screen by un-checking the new warning option
in the Setup screen, Additional features tab.
Copy
an existing purchase order. Added Copy button to the Purchases
screen. This button is located in the lower-right section
below the grand total p/o. If you frequently create p/o's
with the same parts on them, you can pull up an existing
p/o, then click the button to copy the old p/o to a new
p/o number.
Added
new Option under the Setup Screen, Report Options tab.
You can now direct PC Reseller System to print the serial
numbers, if entered, directly on the invoice. This option
will be enabled automatically, and can be turned off by
going to the Setup screen, report options tab, and un-checking
the "Show Serial Numbers.." box. The serial
numbers will print on the existing Line-Item Notes field
directly underneath each line item. If any line-items
already exist, the serial numbers will print above the
notes. Important: This feature will only work well where
part numbers are NOT duplicated on a line-item, otherwise,
the serial numbers will display for both line-items.
Added
paste buttons on the customer and vendor screens for quickly
sending the customer/vendor address to the windows clipboard
so that you can paste into a mailing labels program. The
clipboard text is formatted and ready to go for a label.
This eliminated copying field by field to a mailing lable.
Just pull up a customer or vendor, click the clipboard
button by the company/vendor name, and the text is ready
to be pasted into another document.
Added
an export option for analyzing aging report / financial
transactions data. Click on File, Export, then choose
"Invoice / Payment Transactions" from the export
list, select a date range, and spreadsheet name, then
export.
Added
more fields to the export option for customers, including
sales initials, middle initials, shipping address fields,
default shipping type, extra phone fields and the new
customer type field.
For
2-Tax system, fixed lineup of GST and PST on the quote
form.
Added
new report: Items not received on Purchase Orders. This
report will show all items that have not yet been received.
The new report is located on the Reports Screen, Financial
tab.
Customer
List by Customer Type. This lists all customers by the
new customer type field in the customer screen, and can
be filtered by sales person.
Version
3.80 (6/25/04)
Added
extended quote and invoice notes. This will appear at
the bottom of the quote or invoice and takes up the width
of the page. This is due to the last change of the notes
field, many customers wanted it back to its original location
to the left of the totals. Some users wanted the notes
to fill the width of the page, so we have added extended
quote/invoice notes, which will appear at the bottom after
the total, and will fill the page width. Now you can choose
which location you want to have for the notes, or use
both.
On
Copy Quote screen, when copying a quote, the popup "Copy
To" section box has a new checkbox which allows you
to select whether to recalculate the quote or not based
on customer override margins, etc. Unchecking the box
and then copying the quote will keep the sales prices
fixed and the quote will not recalculate.
Version
3.70 (6/11/04)
Fixed
Inventory Stock Report so that it will display regardless
of whether you use purchase orders or not.
Backup
prompting will now be on program exit.
Invoice
and Quote Notes on the quote/invoice form have been moved
below the total amount, and the width has been increased
to fill in width of the page.
When
adding parts manually onto a new line of a quote or invoice,
rounding will now occur if the round option is selected
in the setup screen. Previously, rounding was not occuring
when adding a part directly on a blank quote or invoice
line-item. Note: There is one exception to rounding. If
you have a part where "Based on Margin" is unchecked,
the system will always use whatever sales price is set,
even if it is not rounded. Whenever Based on margin is
set to off, the system is assuming that the user sets
the price.
Changed
the Invoice and Quote so that if you have a large number
of lines for your warranty text, the total quote/invoice
etc. will not be forced to the second page.
On
the Invoice screen, when you click the Payment button,
Change will now show if you enter an amount that is greater
than the balance on the invoice. Also, if you click Payment
from the Invoice screen on an invoice that has no balance,
the payment screen will not be opened.
Version
3.60 (9/4/02)
Purchase
Screen: Fixed the yellow '+' button next to shipping types
to correctly open the shipping types maintenance screen.
Changed
the "Ship Via:" text to "Delivery Method"
on the Purchase order and changed /moved the text to be
more prominent so that the supplier will notice how you
wish to have the purchase delivered.
Customer
Screen: The shipping postal / zip code will now correctly
copy when you click the button "Copy from main address".
For
all reports requiring date criteria, if the from date
was previously blank by default, the first day of the
current year will be the new default.
Added
new Printed? Flag to the Invoice screen. After printing
an invoice, you can now check this new box so that you
can later tell if the invoice has been printed or not.
Added
Vendor Selection to the parts lists on the Reports screen.
You can now run a parts list for a specific vendor, or
you can leave the vendor blank for all vendors.
In
the Customer screen, you can now select what type the
main phone number is. The choices are: Business and Home.
Additionally, then Pager lable for the 3rd phone number
is now editable by chaning it directly in the label. This
change is global, so it would be changed on the screen
for all customers.
Version
3.50 (5/13/02)
PC Reseller System will now work with Instant Billing
version 1.01 or higher.
If "Show UPC Code" in the Setup screen is un-checked,
the UPC will no longer show on the quote and invoice screen.
New Feature: In the Purchase screen, when you click the
Auto-Purchase button, you will now have 2 additional options:
Create a purchase order from invoices that you select
and create a purchase order from a Quote.
You can now use the Purchase screen to create purchase
orders even if inventory control is turned off. If it
is off, on-hand and on-order fields will not appear or
be tracked by the system.
New Feature: If a quote or invoice requires more than
one page, the additional pages will have page header information
regarding the invoice number (invoices only), quote/invoice
description and customer information.
When copying a quote from one customer to another, you
will now be taken automatically to the customer that you
copied the quote to with the quote pulled up for editing.
New Feature: Added Price w/Tax column on parts selection
screens. You can turn this feature on in the Setup screen,
Additional Features tab. If your tax description is VAT
or GST, for one-tax systems only, this will be turned
on for you automatically.
Fixed Credit Card expiration date input mask to be in
the format of: mm/yyyy.
Added cost and sold price to Computer Sales Report by
Quantity Sold. Also, this report will now key off of the
invoice date instead of the sale date field.
Invoice Summary and Computer Sales Report will now be
ran off of the Invoice Date field instead of the Sale
Date field.
On the Customer screen, after filling in the City and
State fields, the system will do a search and automatically
fill in the zip code field if a match is found.
Added 2 new options in the Parts Screen, Import Button
Screen. You can now direct PC Reseller System to Not add
new parts when importing. This is for people who need
to edit the vendors spreadsheet to remove unwanted parts,
now this will no longer be needed. Additionally, PC Reseller
System will no longer update the part description for
matching parts unless you uncheck the new check-box option
at the bottom.
Fixed problem when updating the cost price on parts that
are not based on margin. The system was setting the sales
price to zero when the cost price was set to zero. This
has been fixed.
Fixed bug on the Parts screen, Receive Inventory button
regarding a syntax error message.
New Feature: In the Parts screen, there is a new function
to Validate your parts database. When you click the "Validate
Parts" button, the system will check your parts database,
and open a window showing any problems that were found,
such as blank cost prices, sales prices, etc.
In the Customer screen, the city dropdown list has been
fixed to not show duplicates. Added State dropdown selection
list. In addition, if you enter the city and state fields
on the billing/main address, the system will search for
a match and automatically set the zip code.
In the Vendor screen, the city dropdown list has been
fixed to not show duplicates. Added State dropdown selection
list.
Fixed the Sales Tax Return report to show parts and labor
in the Gross Receipts total and will now show the labor
only items (non Taxable) in the 'Less Tax Exempt' line.
Previously, the system was only showing gross receipts
for parts (items where the category has 'Labor/Shipping'
unchecked, and only showing exempt invoices in the "Less
Tax Exempt" line. This change does not affect the
total tax due, rather it effected the total gross receipts
reported.
Added Quote Date to the Quotes screen so that this field
may be edited if needed.
You can now customize the "Total Labor/Shipping"
text that appears on the quote and invoice. Click on Tools,
Customize, Quote/Invoice Layout and edit the text in the
lower-right.
Version
3.40
Dramatically reduced the time it takes to open the Serial
Numbers popup form from the Invoice screen. In one case,
the time was reduced from 37 seconds, to less than 1 second.
Added 2 new fields to the parts screen: UPC Code and Manuf.
Part Num. By default, these fields will NOT be displayed.
If you wish to display them, go to the Setup screen, Inventory
/ Warranty / Additional Features tab, and turn on the
"Show fields for UPC Codes" and the "Show
field for Manufacturer's Part Number" check boxes.
Additionally, if you use either the Tech Data or Ingram
Micro browsing, the UPC field will now be visible. Additionally,
if you click the "Update all Matching.." button,
the 2 new fields in the parts screen will be updated with
the UPC and the Manuf. Part Number from Tech Data and
Ingram Micro.
Added "Receive Inventory" button to the Parts
screen. This is a simple method to enter inventory without
the need of a purchase order (which means you can't track
serial numbers on the purchase side). This screen can
be used with a barcode scanner to enter the UPC or Part
Number.
Added Aging information to the Customer History Statement.
Added "Active?" check box to the lower available
parts windows on the Quote, Invoice and P/O Screen. You
can now quickly de-activate a part without going to the
parts screen.
On Tools, Customize Quote and Invoice form: Added the
ability to add a signature line to the quote form, with
customizable signature line text.
Bug Fix: When using the Tech Data window (External Parts
button), and you right-click to add a part to the current
quote, and error resulted. This has been fixed.
Bug Fix: For Canadian Tax System, GST will now be calculated
on shipping charges for Purchase Orders.
Added Option to Setup screen, Taxes tab, for Australian
GST system to allow you to control whether the total tax
is rounded to the nearest .05. If you wish to round the
tax to the nearest .05, you will need to turn this option
on in the taxes tab of the setup screen.
Added "Invoices Not Paid" button to the Payments
screen. This will preview a new report that matches up
invoices to payments so you can easily find unpaid invoices.
To view this report, first select the customer, then click
the Invoices Not Paid button.
When posting payments from the Invoice Screen, the payment
/ sale date will only be updated when the invoice is paid
in full. This will correct some problems with the tax
reports looking at the sale date as a completed sale when
only a deposit was paid.
P/O History will now default to sort descending by p/o
number regardless of p/o status. This was due to many
user requests.
Version
3.25
Added
support for Ingram Micro and Cisco Systems external parts
browsing to the External Parts browser. Additionally,
added a comparison mode where you can compare Ingram Micro
and Tech Data prices by clicking on the manufacturers
part number. When adding external parts to your database,
sub-categories will now be used.
Added
new Sales Ranking report that shows the top customers
in sales for a given time period.
Version
3.10
Fixed Customer Labels Report. The report did not correctly
have a 1/2" top margin. Additionally, the company
name will not appear twice if the contact name is not
filled in, and you can now filter the labels by sales
person.
Fixed Purchase Order screen. When updating certain fields,
the changes were not taking.
EasyMail will now check for a valid internet connection
and report the proper error if the e-mail cannot be sent.
Version
3.0
Get help when you need it! Pressing <F1> in the
majority of screens will open the help file to the applicable
topic.
New Tree-View part categories. Now you can add sub-categories
in the part categories tab located in the Setup screen.
With this feature, you can enter up to 3 levels deep.
To setup sub-categories, go to the Setup screen, Part
Categories tab and edit your existing categories.
Quote
Screen:
-----------------------
Added Fax button to allow faxing of quotes using WinFax
/ Talkworks Pro.
You can now add new detail line-items to a quote by simply
entering the part number on a new line-item.
If you do not know the part number, you can browse to
it using the old methods.
Fractional Quantity support. For example, the system would
now accept 1.5 in the quantity field.
Added self-contained email client as an additional emailing
alternative to Microsoft's built in method.
Clicking the email button will display a dialogue which
will allow you to pick your emailing method.
Added Tree View part category listing.
Invoice
Screen:
-------------------------
Clicking the 'New Inv' button will now begin a new invoice
directly on the screen, bypassing the wizard.
You can now edit existing invoices, including changing
the quantities, adding / removing line-items.
You can now add new detail line-items by simply entering
the part number in the P/N selection field on a new line.
Added an Invoice History window similar to the quotes
screen. After selecting a customer, you can see their
history.
Removed old RMA hyperlink, and replaced with a more powerful
Credit Invoice utility, to allow selecting return items.
Added Faxing button to allow you to fax an invoice.
Added Tree View part category listing.
Added Serial Number entry form button to the Serial Nos.
popup screen.
Added Payment button. Now you can easily make a payment
for the current invoice.
If
new invoice field in the Payment wizard is entered for
an invoice, the amount paid / balance will appear on the
Invoice.
Purchase
Screen:
----------------------------
Clicking the 'New Purchase' button will now begin a new
purchase directly on the screen, bypassing the wizard.
You can now edit existing purchases directly on the screen,
including adding/removing items, etc.
You can now add detail items to a purchase by selecting
a Part Number on a new P/O line.
Re-Worked the P/O history to allow sorting and filtering
to quickly find any p/o.
Added faxing button so that you can fax the purchase order
to your vendor.
Added Serial Number entry form button to the Serial Nos
popup screen.
Parts
Screen:
----------------------
Added "Mass Update" button / screen. This utility
allows you to update multiple parts at once.
You can now add parts directly to the datasheet by navigating
to a blank line.
Duplicate part numbers are now allowed provided that the
Vendor selected is different.
Reports
Screen:
--------------------------
Added Report: Customer Sales Detail w/ Serial Nos. This
report will show all detail invoice items by customer.
Enhanced Inventory Stock Report to show amounts from invoices
that have an "On Order" status.
Added Report: Inventory Stock Worksheet. This shows all
parts with a blank line for entering actual on-hand.
Enhanced the Customer History Statement. Leave the customer
blank to produce date-driven statements.
Added Report: Aging Report. This will show outstanding
amounts due in the traditional 30/60/90/120 format.
Payments
Screen:
-----------------------------
Added "View All Payments" button. This will
allow you to edit all payments from 1 screen.
Use the View All Payments button to edit the new Invoice
No selection so that you may tie existing entries to invoices.
E-Mailing:
----------------
All email buttons, with the exception of the email button
while previewing a report, will use the new emailing popup
screen. From the Quote, Invoice and Purchase screens,
an email popup form will now open whenever you click the
email button. This new screen will allow you to select
the emailing method to be used. If the default Microsoft
MAPI method does not work on your system, you can switch
to our self-contained email client called EasyMail. If
you choose EasyMail as the default email method, additional
options become available, such as adding an attachment,
setting the priority, and requesting a read receipt.
Misc:
--------
Added GST support for Australian Tax System. Enter GST
in the tax description field in the Setup screen to enable
this option. Taxes will be rounded to the nearest .05
if the tax description = GST, and GST will be computed
on purchases.
GST will be computed on purchases for the Canadian Tax
System.
In the quote, invoice, payments and purchase screens,
if you select File, Print, you will be prompted for the
number of copies.
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