ManageMore Release Notes
The Software release notes below provide a chronological list of specific improvements, changes, fixes, new features and/or security patches that occur each time a software build is released. Release notes may pertain to specific software editions and/or modules that may not be included with your particular software license. Release notes labeled as “Beta” refer to functionality that has been released early and may not be thoroughly tested by a larger customer base. “Beta” features are pre-released in an effort to receive feedback prior to a future software version announcement. It is your responsibility to identify if any documented fixes/changes/improvements mentioned in these release notes may impact how you are currently using the program and contact technical support for further clarification. Reverting back to a prior software build will require restoring from a backup and data loss from any new data entry will occur.
ManageMore Version 9.0 Build 9029.9948 (02/05/24)
FIX (Database Integrity and Pending PR Quantity): Database Integrity was not properly recalculating Pending Batches if the PR Quantity needed resynchronized.
CHANGE (Order Forms): When selecting a pre-built order form, the Unit Measure now defaults to * ALL *
ManageMore Version 9.0 Build 9029.9946 (01/20/24)
IMPORTANT: The Customer Zone field was deprecated in favor of Territories. If you used the Customer Zone feature, please call technical support regarding extracting this data prior to a software upgrade.
NEW (WhatsApp Integration BETA – Complete Edition Required): The ability to message information from ManageMore to WhatsApp is now possible. The main two components involve:
a. Ability to send a WhatsApp message right from Customer Care or Vendor Care to the recipient (See Msg Button on General Tab);
b. Ability to send sales quotes/orders/invoices/PO’s/Bills as an attached pdf document in a WhatsApp message.
ADDITIONAL REQUIREMENTS FOR WHATSAPP INTEGRATION: You must be on Microsoft Windows Server 2025 or Microsoft Windows Server 2022 Build 22H2 for you to download the WhatsApp application directly from the Microsoft Store. Alternatively, WhatsApp can run on Windows Server 2022 Build 21H2 with some technical know-how. For ManageMore clients using V2 Cloud as their Cloud Service provider, please contact V2 technical support for assistance on this matter.
IMPROVEMENT (View Order Status Window on the Manage Order screen now provides additional info): The Manage Orders window provides a toolbar button which gives item details about an order. Additional information (such as piece count and UPC) was added to this window.
IMPROVEMENT (Customer Item History allows alternate barcode and alias item lookup): From the Customer Care Window, the Customer Item History button provides a quick view of all items purchased by the user. A change was made to the Item Code field on this window which now allows for a SKU, UPC Barcode, or Alias Item Code to be entered.
IMPROVEMENT (Security Group Resources Updated): Many new resources were added to the security settings of ManageMore. Additionally, a default Warehouse Manager Group was introduced in the security group settings. WARNING: This update may cause a few security controls to becoming locked upon updating. You may be required to make adjustments to your security groups in order to bring back toolbar items and functions that are now locked by default.
IMPROVEMENT (Customer Trade Classifications): You can now create a table of different class of trade (i.e. Distributor, Retail, Gas Station, Grocery Store, etc.) and tag each customer to this classification. The Class of Trade can be used for a variety of reporting and rule restrictions.
NEW (Item Restriction by Trade Classifications): Items can be associated to a Customer Class of Trade that is not allowed to purchase the item.
IMPROVEMENT (Dynamic Item Pricing): An inventory item can now be associated to a price rule that automatically determines the sale price of an item. By utilizing a “Cost plus X” formula, a product associated to a dynamic price rule no longer requires a price review process to adjust its pricing. This is especially useful if a product must sell at a certain price above cost at all times.
IMPROVEMENT (ACH Payment Report): A payment report specifically meant for Echecks can now be found in the Accounts Receivable reports area of Report Explorer. This report can be used to manually key-in ACH information into your online banking system or 3rd party application that processes ACH checks.
IMPROVEMENT (Click-A-Tell SMS One API interface now supported): Clients using the original Click-A-Tell Legacy SMS platform can now switch to the latest One API platform. See Setup… Optional Features… SMS Messaging…
IMPROVEMENT (Employee Login can now be instructed to Open the SO Manager window): Please see Employee table, Options Tab for setting this option.
IMPROVEMENT (OMS Salesperson Tablet): Several enhancements were made to the OMS Mobile Rep application. In particular, you can now look at inventory in a category or brand manner. Easily drill-down into specific groupings to find merchandise quickly. There is also a Sales History button option that will show past products the user has purchased from you for quicker replenishment capability.
IMPROVEMENT (Lists and Labels): Upon printing labels, the options on what to do with the selected labels on your list is now easier to follow.
IMPROVEMENT (Georgia Schedule B/C Excise Tax Form): Seventh tax column added for hardware devices on the Special Tax Filing reports.
Change (Sales Oder Stages no longer require a specific sequence): The ability to create different stages for an order no longer needs a specific sequence of events from beginning to end. This simplifies the ability for users to jump around and select any stage he/she wants the order to be in.
Fix/Change (eConnect): Various adjustments and fixes made to ManageMore eConnect plug-in to address issues with UltimateMember plugin, Wholesale Prices Premium plugin and the latest version of WooCommerce.
Fix (Insert in Between Rows on SQ/SO not refreshing totals): When pressing the Insert Button on a sales order or sales quote window, ManageMore will accommodate a blank row in the list. The program would not update the grand total shown on screen until the transaction was properly completed.
Fix (Sales Quote would inadvertently check Customer Credit Limit): When editing a sales quote, ManageMore would sometimes treat the transaction like an invoice and not allow the saving of the quote due to a customer credit limit.
Fix (Purchase Orders were sorting alphabetically only): Fixed.
Fix (ManageMore eConnect Plugin): A variety of changes were made with how ManageMore interacts with the Ultimate Member plugin. In particular, Ultimate Member plugin now properly supports up to 4 images being uploaded during the registration process.
ManageMore Version 9.0 Build 9029.9933 (09/05/24)
IMPORTANT Multi-Location Inventory Changes! Starting with this release, any multi-location inventory system will be bound with a stricter design on adjustments that can be made on an item at different locations. In general, your main location inventory will now drive all data entry to all other locations. This will make data entry management much easier to deal. What does this mean? It means that an item created in you main inventory will always create additional entries for each location you added to ManageMore. It also means that changes to the main inventory item will also change those same values (e.g. description, category, brand, price, vendor, etc.) at all other locations. Only one record (i.e the main inventory item) will be allowed to adjust information on an item across multiple locations. There are some exceptions (like bin locations), but for the most part, an inventoried item will be consistent. If you are using multi-location inventory and are not sure if this change will impact you, DO NOT UPGRADE and call technical support.
NEW (BETA: Route Delivery Management 2.0). A much improved version of our Route Delivery management module is now available. Please contact technical support for more details.
Improvement (User-Definable Customer License 4): You can now create a fourth customer license on a customer record. This license field, like the others, will work in tandem with the other ManageMore capabilities that rely on these customer licenses (e.g. product restricted items, required entry and warnings on expired licenses).
Improvement (better POS hardware support over Cloud Servers): When using ManageMore on a cloud server, there are some hardware challenges when it comes to redirecting data back to your local workstation. Improvements were made to better support POS pole displays and electronic cash drawers. Not all POS brands are supported, so please contact technical support for further information about these device types.
NEW (PACT ACT Reporting for Tobacco Wholesalers): The Prevent All Cigarette Trafficking (PACT) Act, 15 U.S.C. § 375 et seq., is a federal law that requires notification from interstate sellers to each state government agency where tobacco was sold. The federal has specific information detailed on what information needs reported. However, there is quite a bit of inconsistency from state to state regarding how each state collects this PACT ACT data. Some use standardized forms prepared by the Federation of Tax Administrators, other states use their own forms, and others incorporate the PACT Act reporting requirements into other tax reporting forms. ManageMore has traditionally told our clients to use the Indirect Sales Tax report for everything related to excise taxes, which is often everything that is tobacco related.
To make things clearer, we have now integrated a specific PACT ACT report that addresses exactly what the federal law is expecting you to submit to the tobacco state governing agencies. See Activities… Company… PACT ACT Report…
There are several tobacco products that must be reported on such as cigarettes, roll-your-own tobacco, electronic nicotine delivery systems (aka ENDS), and smokeless tobacco. In order for ManageMore to know what product is what in inventory, a new Regulated Product Type field now exists on each inventoried item (field located on Options Tab… Advanced…). In order to speed up the data entry process, we recommend you use the Inventory Explorer tool to drag-and-drop tagged items to the appropriate product type.
IMPROVEMENT (Price Level Station Lock for Cash and Carry Operations). For distributors with a Cash and Carry operation, you may want to setup POS stations that are specifically targeted to one inventoried price level. This allows you to offer a special discounted rate to retailers for purchasing items right from the warehouse versus local truck delivery. It is important to note that the station will ignore any special customer pricing or alternate customer price level that may or may not be priced the same. See Setup… Application… Company… Workstation Setting…
IMPROVEMENT (Automatic field positioning during Invoicing). In order to make the invoice process smoother when using a scanner, ManageMore now offers a setting that tells the program where to start each time a new sale is initiated. The default will be to automatically start on the item code the moment a customer account has been identified on the transaction. To change this new default behavior, please see Setup… Application… Accounts Receivable… General.
IMPROVEMENT (Mobile OMS Sales Rep restrictions). It is now possible to restrict a mobile salesperson from accessing a customer account that is not assigned to him or her on the Mobile OMS Tablet. Go to Lists.. Human Resources… Employee List… Edit Employee and go to the Mobile OMS tab.
IMPROVEMENT (Transfer Receipt and Input Mode). When it comes to entering an Inventory Transfer Receipt, there are two common data entry methods for filling out this document. You can either manually enter the quantity by tabbing to the quantity field after each item or instruct ManageMore to use SCAN mode where a scanner provides the product input. An F6 Hot Key provides a toggle between SCAN and Manual input.
ManageMore Version 9.0 Build 9029.9931 (08/13/24)
New (Price Level Station Lock for Cash and Carry): A station can be assigned to a specific price level for all sales. This allows the business to set a special in-house price level for its products when the retail customer purchases an item directly at the warehouse (versus product delivery). When using this station-based setting, customers with a different price level or with customer specific item pricing is ignored by the system. To set the station price level, please see Setup… Application… Company… Workstation Setting.
Improvement (Customer Specific Pricing can be set under the lowest selling price): Under certain business situations, an establishment may need to allow a specific customer to have a price on an item that is under the lowest selling price. For example, a business owner may own a few other businesses that it exchanges products with and may need to sell items at cost. This new setting can be found on the customer specific rule record as a checkbox option at the bottom of the window.
New (Customer License and Tax Id Fields can be set as required entry): The license fields on the customer record can now be forced requirements by the operator. Set Setup… Application… Customer… Required Fields.
New (Product Catalog Report): This report will create a product catalog that can be printed or emailed to your customers. There are a variety of options including showing the picture of each item or only showing specific product categories. See Report Explorer… Inventory… Product Catalog report.
New (Dead Stock Inventory Report): This report will provide details on products that have not sold past a pre-defined period of time. See Report Explorer… Inventory… Dead Stock Inventory.
New (OMS Salesperson Price Changes): You can now choose whether a OMS user can modify the unit price when placing a mobile order. See Employee Record… Mobile Tab.
New (OMS Salesperson restriction on Customer Access): A mobile rep can now be restricted from accessing a customer account on the mobile app if is not assigned to him/her.
New (Promotional Discounting for Specific Regions only): A promotion can now be generated with specific region restrictions associated to it. Regions are based on U.S. states only. See Lists… Inventory… Discounts… Promotional Pricing. The toolbar icon with red drop pin will pop up the region options you can select from.
Improvement (Email option on transactions now attaches more than one document at a time): In some cases, there may be more than one document that needs emailed to a customer when completing a sale. For example, you may want to email an invoice document along with a packing slip. ManageMore will now attach all selected document inclusions into one email as multiple attachments.
Change (Receive/Transfer Inventory Menu moved): The Receive/Transfer Inventory menu option under Activities… Inventory… can now be found under Activities… Shipping and Receiving… New Inventory Batch. Furthermore, we are now officially using the term Inventory Batch to refer to all temporarily received products that are not ready for a vendor bill to be entered or not ready for transfer to another location. For easier access and control of pending inventory batches, we now suggest you to go to Vendor Care and select the Pending Inventory tab. The Show Option will let you alternate between unlinked batches and linked batches to a particular vendor. If you still prefer the older way of viewing the entire pending inventory in a listbox window, see Lists… Shipping and Recieving… Pending Inventory Batches.
Improvement (eConnect Service Cache 50x Faster): The process of keeping inventory quantity accurate on an ManageMore synchronized shopping cart just got a whole lot faster. In fact, a 20,000+ inventory can have its quantity updated in just a matter of minutes. You will need to change the eConnect setting delay period down to every 10 minutes (instead of 1+ hours) to get the speed benefits mentioned here.
Improvement (eConnect Service Cache eliminates MMAPI Order downloads): Most users using the ManageMore eConnect shopping cart integration are likely to be familiar with the Service Cache process which handles much of the inventory synchronization process with your website. Well, things just got simpler now that this service cache process also handles the shopping cart downloading process as well. This means that is no longer necessary to run the MMAPI process for pulling down orders. Service cache will handle all of the website sync processes for you.
Improvement (Inventory Explorer and implementation of a Remove Button): The ability to easily remove products from one linked web category or web attribute was not possible without disrupting any other web category or attribute an item was associated to. A new Remove Button now exists that allows you remove products from specific web categories/attributes by simply dragging and dropping items into the classification that you are trying to have removed.
Change (Code Field entry is now automatic on most lookup tables): Since the inception of ManageMore, many of the smaller lookup tables have required the user to create a code to represent each record. For example, if you create a category for Cigarettes, you might give the record a Category Code ‘CIG’ or if you created a product brand for Tyson Disposables, you might give it a brand code “TYS”. Many ManageMore lookup tables throughout the program work off this concept of assigning a 2-4 letter value to represent the record being saved. However, this truly slows down the data entry process when someone has to consider a coding scheme for each record entered into the ManageMore database. In the end, there really is not much benefit in the manual abbreviation coding process of a category, brand, department, manufacturer, commission, or vendor record. ManageMore will now autogenerate a code and jump straight to the description field for most of these database tables. You can still change the Coded value, but it is best if you just leave it be. Ask our tech support about a resequencing tool that we have developed for our legacy clients to restructure all lookup table code values going forward.
ManageMore Version 9.0 Build 9029.9920 (01/24/24)
New (Inventory – Differing Purchase Unit Measures on same item per Vendor): This feature allows a product to have multiple vendors with varying purchase denominations. In other words, you may buy a product “widget” from Vendor A who sells the item by the case (containing 4 boxes of 8 widgets each in a box) and have another Vendor B who sells the same item to you only by the box (containing 8 widgets each per box). The purchase unit of measure and quantity denomination can be found on the item vendor record located on the item toolbar.
New (Inventory – Not For Sale): Under the inventory options tab, a new option to flag an item as “Not For Sale” was added. This has multiple purposes, but primarily prohibits the item from being accessible on a sales quote/order/invoice. All other areas of the program will act the same for this item.
New (Inventory – Custom Matrix Item): On the inventory pricing tab, a new option to flag an item as “Custom Matrix Item” was introduced. This setting tells ManageMore that the child item is not conforming to the same price structure as the other items in the matrix. It provides the ability for a child matrix item to set a different lowest selling price, last cost, and prices that will not change when purchases or adjustments are made to the parent matrix item. This is useful when a particular matrix item is more expensive than other items in the matrix. Any individual matrix item price changes will automatically trigger the software to assign the product as a custom matrix item as well. In other words, changing any price on a matrix item automatically takes care of assigning the product as a custom matrix.
Additionally, other areas in the program will automatically assign an item as a custom matrix when price changes are detected as well. This includes individual price changes on the “Edit Matrix Pricing” window and when using the “Price Adjust” field option when rebuilding a matrix item using the Matrix Inventory Wizard.
New (Inventory – Per Unit Quantity: On the inventory options tab, a new option to provide a Per Unit Quantity exists was introduced. This setting allows you to place a per quantity value breakdown of a product. For example, lets suppose you are selling a widget. When selling a box containing 5 widgets, you would put that the per unit quantity is 5. With this value present, you can now print on sales orders and sales invoices the per unit amount of each widget so that the customer knows how much each individual widget is actually costing them.
IMPORTANT CHANGE: The Price Adjust option located on the Matrix Inventory Wizard now has a slightly different behavior than past software revisions. The usefulness of assigning an adjusted price increase on an individual matrix item was minimal and did not properly deal with all the custom amounts (i.e. cost, lowest selling price, varying price levels, etc.) for a matrix item that was more expensive than the other items in that branded matrix product line. As a result, the price adjust option will now be used to initially tell ManageMore to set the price to a different amount and then automatically assign the product as a custom matrix. This custom amount will not be stored or used in subsequent use of the Matrix Inventory Wizard for a given product. Custom Matrix Items will always require that you go to the item pricing tab to make any manual price adjustments needed to the outlier product.
Improvement (Importing Data – Alphabetic Sort): When importing inventory, customers, vendors, etc., the mapping wizard now has a “Sort Alphabetic” button that re-sorts the ManageMore fields for a quicker field linking process when you already know the field name you are trying to link to.
Improvement (Inventory Alias): The alias toolbar button on the inventory record has been redesigned slightly to be more user-friendly. It is now a bit easier to understand the difference between a standard alternate alias item code for the product and an alias that represents a different denomination of how the item is sold.
Fix (Matrix Inventory – Duplicate Attributes): When adding/editing the attributes of a matrix, the program will now double-check that you have not entered duplicated attribute names on the same product.
Fix (Matrix Item Joining – UPC Out of Sequence): Under specific circumstances, the joining of products to make a matrix would not properly keep the UPC values intact with the original product.
ManageMore Version 9.0 Build 9029.9914 (12/11/23)
IMPORTANT: ManageMore has done some end-of-year closet cleaning with our 23 yr. old business system and has removed several older module that are no longer used by our active customer base within the last 10 years. This code cleanup is a necessary step that all software companies do to improve the overall performance of an application. Most of the modules eliminated would only affect very old ManageMore clients who originated from 1998 to 2014. You should confirm that you are not dependent on any of the modules mentioned below that have been permanently removed from the product. If so, DO NOT upgrade to this build or further.
Modules that have been completely eliminated from the software code base include:
* All ManageMore Paging modules
* All Cellular Tracking/Prepaid Card modules
* All Catalog Inventory modules
* All Web Ticket related modules
New (Econnect Web Registration Process using WooCommerce Ultimate Member plugin): ManageMore takes your business to a whole new level with automatic web registration (approving or declining) of users online. Instead of having to login in to your WooCommerce dashboard on a daily basis in search of new clients requesting to be approved for access to your shopping cart system, you can now do it all right from within ManageMore. See Activities… E-Commerce… Manage Web Activations.
The Web Registration process in ManageMore will show you all the customer profile information entered by the user right inside ManageMore, along with a quick access button to view any licenses uploaded by the user. Once you have confirmed all the customer information to be correct, you can convert the information into a ManageMore customer with just one click of a button.
New (Econnect Web Registration Process and Integrated License Management): ManageMore Econnect in conjunction with Ultimate Member plugin now completely organizes any business that must keep copies of business licenses. All license images are uploaded by the retailer and kept on file on your existing web server. Simply access to view these licenses can be done right from within ManageMore in the Web Activation screen or from Customer Care.
New (Promotional Discount Pricing): A Promotion Plan can now be specific to any combination of price levels you want. You are no longer restricted to a promotion plan being for all price levels or just one specific price level being affected by the promotion rule.
New (Econnect – Support for Discounting using Wholesale Prices Premium Plugin): ManageMore will now communicate to your shopping cart and provide promotional pricing that is specific to your different price levels by using the Wholesale Prices Premium Plugin capabilities for pricing discounts. This allows discounts that are specific to one group of customers (e.g. retailers) and not others (e.g. distributors, jobbers, etc.).
New (Pending Inventory Batches on Vendor Care): Vendor Care has a new tab option that can quickly show any batches of received inventory for the selected vendor. Additional options on this tab allow you to view all pending batches as well.
New (Automatic Returned Check Fees and Credit Hold Option): When a payment needs to be reversed due to an NSF check (i.e. returned check from bank due to insufficient funds), the program will now provide options to automatically charge the customer account for a returned check fee and/or placing the customer on CREDIT HOLD. You must check the “Bad Payment Tender” option on screen for these choices to appear. ManageMore will automatically create an invoice for the returned check fee using the built-in RETCK SKU. You can modify the description and default returned check amount by editing the RETCK item.
New (Drop Ship for Direct Pickup Option): A new drop ship option for direct pickup at your place of business is now available. A drop ship purchase order will be generated for direct pickup at your establishment for a specific customer order. The main goal of this option is to not increase your quantity on hand or quantity on order for products that are designated for a specific customer order. For example, if a customer order 1000 widgets and wanted to pick it up at your business, you would not want the inventory to reflect that you have these 1000 widgets available for sale if another customer called your business to check stock availability. The Drop Ship for Pickup masks the temporarily increased inventory.
New (Pending Inventory Batches support for any open orders): A pending inventory batch can now be created without providing a specific PO for a vendor. All open PO’s for a particular vendor will be cross-referenced with the merchandise being received in the pending inventory batch.
New (Prior Vendor Recall on Vendor Care): The Vendor Care screen now provides a “Previous Vendor” button located to the immediate left of the IntelliSearch button. This new button will recall the last 20 vendors in order of the most recent to oldest vendor you have searched for.
Improvement (Inventory Explorer Item View): Additional Item Filter views were introduced (i.e. drop list on far right of window). Item filters for an active promotion plan item, no promotion plan item , and not set for use on website are now available.
Improvement (Inventory Explorer and New Classifications): Additional Classifications were added for drag and drop functionality. MSA Promotion Codes, MSA Promotion Description, Licensed Item Restriction and Web Shipping Class are now available.
Improvement (Invalid Inventory Price Level Amount): When adding/updating an inventory item, the program will check/enforce that all price level amounts are the same or higher than the lowest selling price.
Improvement (Item Search on Discontinued Products): The Intellisearch window used for finding products throughout the program now offers a checkbox setting that will search discontinued item descriptions as well as active products.
Improvement (Security Verification Password): The Verification Password setting (Setup… Application… Company… Program Options… Verification Password) has been improved with less user interference while still maintaining security. A user who has administrator security privileges will no longer be required to enter a verification password at all. Furthermore, when a higher level personnel enters the verification password, that user will be given the option to suppress any further verification password requests for the transaction that is being worked on.
Fix (Vendor Email not populating on Disbursement): Emailing a disbursement was not auto-populating vendor email, if one existed on file.
Fix (Quantity On Order not considering Pending Inventory Batches): An item with quantity on order was not considering already received merchandise in a pending batch.
Fix (Order Form Quantity Field and Clicking to New Selection): Mouse clicking to a new row on the order form without accepting the order quantity field entered would jump to the new row selected.
ManageMore Version 9.0 Build 9029.9904 (09/01/23)
Starting with this build, ManageMore has introduced many new synchronized enhancements between ManageMore and our Econnect Cart integration with WooCommerce. These new ecommerce enhancements will require upgrading the Woo ManageMore Connector Plug-in.
ManageMore Mobile OMS is HERE!
We are proud to announce the official release of our much anticipated Mobile OMS product line.
ManageMore Mobile Order Management System (a.k.a. ManageMore Mobile OMS) will help automate a growing distributor/wholesaler operations to a whole new level. Utilizing mobile device technology (like mobile tablets or smart phones) and the optional use of a Bluetooth barcode scanner, our Mobile OMS application will allow you to handle a variety of internal warehouse tasks and on-the-road tasks from anywhere.
MOBILE OMS Requirements: Your ManageMore Business Software must already be hosted on a cloud server or an in-house network utilizing Microsoft Terminal Services for the Mobile tablet devices to connect in real-time to your database. We recommend 8″ to 10″ Android or Apple tablets with built-in 4G LTE or Wi-Fi depending on your needs. A Bluetooth barcode scanner is also strongly recommended. Contact technical support for recommended brand tablets and barcode scanners.
New (Mobile OMS Warehouse App): The Mobile OMS warehouse app is intended for use by warehouse personnel and provides an automated method which allows an employee to view, pick, and verify ordered items directly from a tablet device.
How does this OMS concept work compared to traditional ManageMore picking?
Whenever a sales order is done in ManageMore (e.g. order coming from the web/phone in/email), a generated pick ticket is needed to give warehouse personnel (a.k.a. “the picker”) the items he/she is responsible for collecting on the warehouse floor. The traditional ManageMore document workflow involves a printed item list handed to the picker and a final verification stage to ensure the picker grabbed the right items.
In contract, with the use of an Android/Apple tablet connected to the OMS Warehouse app, the picker is notified on the tablet of a customer order almost immediately following the completion of a ManageMore sales order. The picker is then presented a simple to follow process on screen with each item they must gather for packing. With the use of a Bluetooth connected barcode scanner, the picker scans the barcoded products and the picked items countdown on the device. Once all items ordered have been scanned and collected, the picking process will complete automatically and the employee can then finish the packing / invoicing process.
New (Mobile OMS Sales Rep App): The Mobile OMS salesrep app is intended for use by employees who service clients directly at the customer retail site. The OMS Sales Rep app provides an employee a simple to use interface on a tablet device which can be used for the following functions:
- Add/Update a Sales Order
- Add /Update/Review Customer Account Info
- Lookup Inventory Pricing and Stock Status
- Receive Customer Payment
Many of the same functions that can be done from the ManageMore Customer Care screen, can be performed from within the Mobile OMS Sales Rep application.
New (Mobile OMS Customer App): The Mobile OMS Customer app is very similar to the Mobile SalesRep App, except that the app is locked to a specific customer only. This method involves giving a tablet to your client and showing them how to login and place their own orders directly on the tablet.
New (Change Inventory SKU): It is now possible to change any inventory item SKU in ManageMore with the help of a new Global item code replacement tool that updates the entire database automatically when the SKU is altered. Upon changing the SKU value and saving the inventory record, ManageMore will prompt you with a Sync Database option. This synchronization process will automatically go through all past records and update the database to reflect the new assigned SKU.
New (Global Inventory SKU Resequence): A new tool is now available to complete re-sequence an inventory inventory along with adjusting the entire database to reflect these new item code changes.
Who is a candidate for the use of this tool?
If you are a ManageMore client who converted from another inventory control system where the products were imported into ManageMore with alphanumeric SKU characters (e.g. ARXY100, XX-2000, PC/700) OR your inventory data entry personnel chose to use alphanumeric values as input for an SKU, then you are a good candidate for the use of this re-sequence tool.
What benefit is there to a numerically sequenced inventory SKU scheme?
The better question to ask is what benefit one gets from actually inventing a cryptic abbreviated SKU value in the first place. The answer is often that the user believes they can find inventory items in a faster manner by memorizing these abbreviated alpha charactered item codes. This strategy rarely works in large inventory databases. One reason for this is that it becomes increasingly difficult to remember all the SKU item code schemes that a data entry person invented when they initially added products to the database. The more products in your inventory, the more meaningless the invented code strategy becomes. For example, a data entry person might invent a new SKU for “Blue Tortilla Chips” as BTC or BLTC . Another product comes along called “Black Top Coffee” which could also coincide with a similarly invented item code. The data entry person then struggles to come up with a different variant SKU value which only he/she is familiar with. The reality is that inventing an SKU alphanumeric code scheme for each new product you add to your inventory becomes time consuming and serves no real benefit. After all, most businesses use a barcode scanner to select items during a sales transaction anyway. Furthermore, ManageMore provides multiple convenient ways to find an inventory item by description, so why force an inventory manager to play a game of WORDLE each time they add a new product into ManageMore? Let ManageMore automatically generate the next numeric SKU value and give your data entry personnel something more meaningful to do.
We recommend resequencing heavily used alphanumeric SKU values to a much smaller 5 to 7 digit numeric value only. If you are a candidate for changing your inventory SKU scheme, please call technical support for assistance with the resequencing tool.
New (One Step Quantity Add on New Inventory Items): For smaller business operations that prefer easier data entry over generally accepted accounting practices, it is now possible to simply add a new inventory item and provide the initial quantity on hand at the same time. ManageMore will automatically create an inventory adjustment transaction to represent the receiving of the merchandise immediately following the save of the inventory record. NOTE: It is still recommended that a purchase receipt be done for proper inventory receiving.
New (Product Sale Restriction by License): It is now possible to restrict the sale of inventory items based on whether a customer has an active license to purchase the item or not. ManageMore supports up to 3 distinct customer licenses that can be defined and associated to specific inventory items (e.g. tobacco products).
New (Econnect – Item Sale Region Restrictions): Each inventory item can now be restricted from being sold and shipped to states that do not allow the product for one reason or another. Upon synchronizing your inventory to Woo, the user will receive a error message at checkout if a cart item is being blocked as a result of a region restriction.
New (Econnect – Licensed Item Restrictions): Each inventory item can now be restricted from being sold based on whether a customer has an active license to purchase the item or not. Upon synchronizing your inventory to Woo, the user will receive a error message at checkout if a cart item is being blocked as a result of a customer licensed item restriction.
New (Product Stacking Calculator / Pallet Stacking ): Wholesalers who buy or sell products in large bulk can sometimes find it challenging to memorize the amount of merchandise needed to perfectly fill an entire container/pallet. By filling an entire container/pallet evenly, one can maximize the amount of merchandise that can be delivered with an LTL shipment or on a flat bed truck. This can have significant savings on freight transport. As a result, ManageMore now provides a quick on-the-fly calculation of item quantity needed to fill a specific container/pallet evenly during the data entry of a purchase order or sales order. This Stacking tool needs to be activated for all of its features to be available to you. Please see Setup… Inventory… Display Fields… and select the Stacking checkbox.
For the stacking calculator to work, you must first define the different container/pallet sizes you are working with. Please see Lists… Inventory… Grouping… Stacks… to add your pallet configurations. Then use Inventory Explorer (Activities… Inventory… Inventory Explorer…) to drag and drop your palleted items to the appropriate stack size.
Lastly, you will find on the Purchase Order and Sales Order entry screen a button on the window toolbar that can be pressed at anytime while you are filling in the order. This Stacking Calculator button (denoted by a small truck icon on the far right of the toolbar) will popup and provide you a quick analysis of your ordered items and whether or not you have filled an entire pallet.
Improvement (Default Toolbar Shortcuts): To put the ManageMore toolbar shortcuts back to its original default settings, select the toolbar settings button (located to the far right of application). On the Toolbar Settings window, a new button on the top window toolbar is now available to accomplish this quickly.
Improvement (Editing Picked Orders): When a sales order is picked, ManageMore prevented the user from any changes being made unless you release the order first. With this release, you will be able to make a variety of price changes to the sales order, as needed. Quantity changes and Drop Ship item changes will not be permitted while this order is being picked.
Improvement (SO / SI Activity Log in Customer Care): ManageMore now provides an easy way to view activity changes made to a sales order or sales invoice from the Customer Care window. On the Sales Order Tab and Sales Invoice Tab, there is an Activity Log Icon above each transaction table accordingly. Highlight any prior saved order/invoice and press the Activity Log button to view any and all changes that have been made to a transaction and the corresponding employee responsible.
Change (Automatic Pick Ticket Default Options): A new default setting was added to Setup… Order Entry… to determine what the default behavior should be each time a new sales order is created.
ManageMore Version 9.0 Build 9029.9760 (06/02/23)
Starting with this build, ManageMore has introduced a new method of inventory data entry which may require some of our power users to make adjustments to how they were using Inventory Templates to prefill inventory records. Please read below regarding the new Inventory Example feature and how it changes the use of Inventory Templates being used from prior versions.
NEW (Inventory Examples): A major improvement was made to the data entry process of entering new inventory into ManageMore. This feature has the biggest impact for businesses with large inventories and many new products being added. With the introduction of inventory examples, you can now quickly create a new inventory item by simply referencing a similar inventoried product as your FIRST data entry step. This “Prefill by Example” may sound a bit like our traditional “Inventory Template” option already in ManageMore, but it actually goes way beyond the basic prefill options offered with Inventory Templates.
Upon adding a new inventory record, you will be presented with the option to Prefill by Template or by Example. The template options works like before, except that an inventory template has been reduced to prefilling only non-specific values of an inventory record. The purpose of inventory templates going forward will be mostly to tell ManageMore the type of item you are adding to the database (i.e. Product, Service, Matrix, Kit, Group). Templates will also still manage a few other prefill values like taxes, GL accounts, and item behavior.
The new Prefill by Example option extends template functionality by allowing a complete mimic of a similar product already found in your database. This prefill technique provides a much more accurate way to add an inventory item that closely fits the same tax settings, groupings, unit measures, pricing methods, and ecommerce settings.
For example, suppose you sell you vape pens (e.g. Acme 3000 puff e-cig) from a specific manufacturer’s brand XYZ product line. These vape pens in your database have already been meticulously set up with the proper taxes, unit measures , ml amount, vendor and assignment to a specific category, department, manufacturer and brand grouping. Furthermore, these same vapes pens are programmed to synchronize your ecommerce site to a specific web product category, tag, and other special attributes. Along comes a new model “Acme 6000 puff e-cig” from the same manufacturer. It is very easy for a data entry person to make a mistake or two when adding this new product to your inventory database by forgetting any of the product characteristics mentioned. However, with the new Prefill by Example feature, you only have to reference one of the prior “Acme 3000 puff e-cig items” and your new inventory record will be pre-populated with all the same characteristics as the prior brand. The data entry adjustments on a prefilled inventory by Example item will now be minor in comparison to remembering all the settings needed.
With this new feature, you can choose to select inventory examples on-the-fly or build a list of example SKUs ahead of time that you want to use for prefilling specific types of inventory products.
IMPORTANT CONSIDERATION FOR INVENTORY TEMPLATE POWER USERS:
Some ManageMore users may have already created many inventory templates in their database as a “workaround” to minimize data entry mistakes like the ones mentioned above. With the introduction of Prefill by Example, you no longer need to have dozens of inventory templates that don’t quite prefill things perfectly. As a result, we strongly urge you to spend a few minutes to remove excessive inventory templates and start embracing the new Inventory Example capability instead. See Lists… Inventory… Inventory Examples… if you want to make some selectable example items ahead of time. Your data entry accuracy should improve immensely. A good strategy for prebuilt inventory examples can be to create these examples for each category or brand product you sell. Although you are not required to build a specific table of inventory examples, it can make for a quicker data entry experience versus finding a similar product while adding a new inventory record each time.
NEW (Web Attributes for eCommerce Module): A new and powerful way to create custom product groupings is now available. WooCommerce provides for a way to group items by a custom group (referred to as attributes). These attributes allow the user to shop your site by quick filtering products based on these attributes. The biggest advantage to web attributes can be realized if you have a large inventory of items you want to sell on your ecommerce site. In most cases, you would need to employ something WooCommerce refers to as a “Mega Menu” in order for users to find what they are looking for. With web attributes in conjunction with a minimal menu layout, one can achieve a cleaner looking ecommerce site and simpler way for customers to find the products they seek. A web attribute provides unique ways for the customer to quickly narrow in on products versus having to page through many products to find something particular.
For example, attributes could be used to only show products that are sized extra-large, colored Red, come in bottles vs cans, etc. Common attribute filters to consider making include product brand, size, color, flavor, capacity, material and price. ManageMore makes it easy to build these attributes and automatically sync them to your WooCommerce site for a better shopping cart experience. See Activities… E-Commerce… Manage Web Attributes.
New (Inventory Consistency Review): This is a new tool to help identify and quickly correct data entry inconsistencies in your inventory database. It is best utilized for businesses with large inventories and many groupings, complex taxes, and ecommerce settings within their inventory. By providing one example item, ManageMore can quickly identify a selected group of items that are not matching with information similar to the example provided. It is particularly useful if you have large ecommerce web category and/or attributes defined and want to make sure that all intended products are conforming to your expected grouping schemes. See Activities… Inventory… Inventory Review… Inventory Consistency.
CHANGE (Inventory Menu): The Inventory Menu under Activities… Inventory… has been reorganized by placing some less common used menu options under an Advanced sub-menu and placing inventory correcting tools under an Inventory Review sub-menu.
CHANGE (MSA Reporting): A change to how product ending inventory is submitted to MSA was made to comply with certain brand manufacturers that expect inventory levels at all times, regardless if product sales have occurred.
CHANGE (Item Last Cost and PO/PR transactions): When filling a PO/PR, ManageMore will now evaluate the default last cost of an item and use the item last cost when a vendor purchase cost is not available.
CHANGE (Matrix Item Last Cost and PO/PR transactions): When filling a PO/PR, ManageMore will now evaluate any change in purchase cost from one matrix item cost as a change to all matrix item purchase costs.
IMPROVEMENT (Security Admin and Group Resources): The process for locking/unlocking security resources has been better organized and colorized to make it easier to create Advanced Security Groups.
IMPROVEMENT (Multi-Item Image Viewing): An improved image viewer throughout the application will show all images linked to a product when drilling down on the thumbnail image on screen.
IMPROVEMENT (Deamon Service accessibility): Users who utilize the MMDeamon Service in conjunction with our E-Commerce functionality, can now launch the program from within ManageMore. See File… Maintenance… Deamon Service…
IMPROVEMENT (MMAPI Service accessibility): Users who utilize the MMAPI Service in conjunction with our E-Commerce functionality, can now launch the program from within ManageMore. See Activities… E-Commerce… eConnect API Web Utility…
IMPROVEMENT (eConnect Cart functionality): ManageMore now makes several synchronize validity checks to ensure that your ecommerce site is properly set up to work with ManageMore. Missing plug-ins, outdated app version, etc. are verified automatically. This makes ecommerce troubleshooting much easier to resolve.
IMPROVEMENT (Monthly Sales Analysis Report): This report now provides filters by customer account which allow you to see customers trends of sales by specific category, brand, and department.
IMPROVEMENT (Sales Profit Analysis Report): The use of redemptions for discounting is now broken out into its own totals at the end of the report. This provides a clearer picture of item profitability.
FIX (Import Wizard and Items Per Selling Unit): Merging inventory data using the Inventory Import Wizard was causing the Items Per Selling Unit to default back to 1, regardless if this field was set for import or not.
FIX (Return Processing): The use of the inventory return processing feature which places items into a held status was not working correctly between Software Build 9029.1000 and Build 9029.9720. Users with software builds in this range should upgrade as soon as possible. Return Processing is not a common feature used by most ManageMore users, so if you are not sure what this is, then you are likely not using this returns management feature.
FIX (POS and Item Trade-In Option): Trade-In item was not properly being identified as negative quantity on the POS screen.
REMOVED (Item Cataloging): The Inventory Catalog feature has been deprecated from the program. Any users who are still using this will need to stay on their current software build. This feature was developed over 15 years ago and business models have changed such that this option is no longer needed.
