Back to Recent changes >

Jan 06 Misc

NEW TREE VIEW STYLE MENU AND NEW TOOLBAR ICONS (01 January 2006)

An alternative menu structure, complete with new toolbar icons, is now available.

The old-style menu structure appearing along the top of the screen (File, Ledger, Product
etc.) remains the standard for existing users, until a User's preference is reset. Note that only the old-style menu allows use of 'hot-keys' to choose menu options without the use of a mouse (e.g. ALT+L to choose Ledger).

The new-style menu is a 'tree' structure, similar to that used when browsing through folders on a hard disk. The new menu appears at the left-hand side of the screen, and will be the standard for new customers.

Features of the new-style menu:
- Predefined 'Anagram standard' menu
- Menu can be set to automatically hide when not being used, or if you have a large
high-resolution monitor, it can remain displayed until manually hidden
- Width of the menu window can be adjusted, and is automatically remembered (per user/per
company)
- User preference which menu is initially used, but can switch between menus 'on the fly'
- New icons used on toolbar buttons
- Toolbar height adjustable 'on the fly', plus user preference for default height

WORD 'ADD-ON' ONLY - NOTES FOR ATTACHMENTS (01 January 2006)

Each attachment can now have a short note associated with it so that you can describe what the attachment is. This note is displayed in the attachment list (see item above).

WORD ADD-ON ONLY - PROSPECT GROUPS AND QUOTATIONS (01 January 2006)

Prospects logic has been enhanced so that quotations can be raised and printed. As part of this enhancement you can now have different prospect groups, each with their own analysis tables.

Selling price lists can be flagged to allow use for prospect quotations

WORD 'ADD-ON' ONLY - SHOW ALL ATTACHMENTS IN CUSTOMER/SUPPLIER ACCOUNT ENQUIRY (01 January 2006)

A new button added to customer/supplier account enquiry lists all the attachments made to that account's records, i.e. activity notes, quotations, sales orders, and purchase orders (where applicable).

DATA SELECTION - CLICKING INTO A DATA ITEM (01 January 2006)

When you click into a data field (text, number or date) the system will now select the 'whole' field. With the whole field selected, anything you type in will replace the whole field. If you just want to amend a specific part of the data then position the cursor at the appropriate position and click again.

NEW OPTION TO INCLUDE ESL COUNTRY CODE WITH YOUR VAT NUMBER ON EXTERNAL DOCUMENTS (01 January 2006)

When you click into a data field (text, number or date) the system will now select the ?whole? field. With the whole field selected, anything you type in will replace the whole field. If you just want to amend a specific part of the data then position the cursor at the appropriate position and click again.

CUSTOMER INVOICE SEARCH (01 January 2006)

A new transaction in the customer ledger menu allows you to easily locate an invoice or credit note, without having to know or access the customer account. The search criteria can be part of a delivery address or customer order reference, or a specific value or range of values (net or gross). The search can also be used to list multiple invoices, e.g. all invoices raised in the last 6 months, which include the product Widgets.

DEPOSIT MONEY (01 January 2006)

While the general transfer money transaction provides a simple way of transferring money between bank, cash and petty cash nominal accounts, this transaction is a more sophisticated method for depositing monies received into the bank.

All postings still 'in' the chosen 'From' cash account (within a selected date range) will be listed individually. You can then select the entries to be transferred.

If you have split a Cash account, such as CASH 001, CASH 002 etc., you can choose the heading account CASH to show entries for all the sub-accounts, or just an individual account such as CASH 002.

AUTOMATICALLY ADD DELIVERY ADDRESSES TO CUSTOMER ACCOUNT (01 January 2006)

When specifying a delivery address (one-off or selected address) in quotations, sales orders, invoices and credit notes a tick box 'Add as an account delivery address' appears. If ticked, the address will be added to the account as a permanent delivery address for future use. The standard value of the tick box can be set in Set-up - Customer - Options - General Tab - but can be varied at transaction time.

PREMIER PLUS ONLY - SET UP WORKS ORDER OPTIONS (01 January 2006)

One of the tick boxes in the assembly record is 'Automatically manufacture this item in Sales order processing option'. If this is the norm for your business you can set the system so that the standard value for the box is ticked (meaning yes), when a new assembly is added to the file. Go to Set-up - Works Order Options - click the Sales Orders tab. The new option is in the third row down from the top.

PREMIER PLUS ONLY - MANUFACTURED PRODUCTS (01 January 2006)

If you have manufactured products there is a new option in the product group (or sub-group) record which, if ticked, allows a template assembly to be specified. On adding a new product, the template will be used to create a new assembly with the same reference and description as the product. You can subsequently amend the new assembly, to tailor it for the particular product. Note that if the new product is copied from another product, then any assembly for that product will be used as the template for the new product's assembly - instead of the template assembly.

As part of adding or altering a product, there is a new button 'Add assembly' or 'Alter assembly', to more easily set up or maintain assemblies making the product.

PREMIER AND PREMIER PLUS - CLOSING A STOCK-TAKE (01 January 2006)

To avoid accidental further use of an old stock-take reference, a stock-take can be now 'closed' when finished. On the initial Stock-taking screen, press the Index button (three dots) to see the recorded Stock-take references and dates. Placing a tick in the Closed column will stop a line from being listed in future. There is an option to 'Include closed stock-takes' if you need to check them, or to re-open one by un-ticking the Closed column.

PREMIER AND PREMIER PLUS - MOVE WHOLE BATCHES ONLY (01 January 2006)

For batched traced products you can now specify (in set up product groups) that you can only move the complete batch. If, for example, you are using the batched traced facility to record individual diamonds, with the stocked quantity as the carat weight, this new option will prevent the batch being split. Go to Set-up - Products - Product groups. Select the relevant group - the new option is at bottom right.