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 9029.9933 (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: Truck Delivery Management 2.0). A much improved version of our Truck Delivery management module is now available. Here is how it works.
The Basics of Truck Delivery Management.
a. Place an Order.
Create your sales order as normal in ManageMore.
b. Pick the Order.
When you are ready to start gathering the order, select the Pick option from a few different spots in the program (including immediately following the save of the sales order).
c. Verify the Order.
If you are picking orders using the Mobile OMS tablet, then the verification process is automatically taken care of. Otherwise, you can choose to verify the order for added accuracy, if needed. The manual Verify Order option is found on the SO management window.
d. Label the Order.
Once the order has been packaged up, you can generate a label to tag the package from the SO management window. This will help identify the correct package for delivery by the local driver.
e. Send Order for Loading to a Transport.
Press the Truck icon on the SO management window to send the order to the Loading process (a separate window process of placing orders on trucks).
Repeat steps a-e, until you are ready to start working on the process of placing these packaged orders onto a transport (e.g. your truck).
f. Place prepared orders onto the designated Transport.
From the menu, select Activities… Shipping and Receiving… Load Orders. The loading process window is used for managing orders onto the trucks that will be used to deliver the packages.
Use this loading process window to drag and drop orders onto your truck(s). Once the truck is loaded, press the Lock button on the window toolbar to make it official. You will then be presented with all the necessary printed documents for the driver to fulfill his routes, including a route summary report and delivery tickets in duplicate for each customer order.
g. Deliver the Packages
The Driver will drive to each stop as designated on the route summary list. The driver will provide the retail store owner a copy of the delivery ticket and follow the ticket instructions regarding payment, if necessary. Any adjustments to this delivery should be noted on the driver’s delivery ticket copy and deducted from the final sale.
h. Unloading the Truck
The final step involves checking in the driver with their complete/incomplete deliveries. Each delivery ticket (i.e. open order) will be invoiced using an Unloading process in ManageMore (see Activities… Shipping and Receiving… Unload). The driver will provide a copy of all their delivery tickets with monies collected and any products not accepted at the time of delivery. An employee will use ManageMore to perform an “Unload” process which handles the invoicing and adjustments made by the customer. A final Inventory Returns report will also be provided to verify that all undelivered packages or partial returns match with what is found inside the transport vehicle.
NOTE: This Truck Delivery Management module will be free to early adopters. When the Final release is announced, this add-on module will require additional licensing fees based on the number of transports the business uses.
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.
ManageMore Version 9.0 Build 9029 (07/15/22)
NEW (Pick and Unlock Orders from Customer Care): It is now possible to pick, fill and/or unlock orders directly from the Customer Care screen. This easier access to the pick and fill option from Customer Care is extremely useful for small to midsize operations that prefer individual personnel to handle their own picking of merchandising for a customer that is at the facility. In many “Cash and Carry” wholesale operations, it may be better suited for each sales representative to simply pick and fill their own orders for a client who is physically present at the location.
NEW (Inventory Alias Quantity Display): A convenient on-the-fly alias quantity multiplier is now available on the supertrack inventory item record. You can now easily view your quantity on hand based on your various defined alias quantities of your product by simply changing the Quantity View from the drop down list (field is near the Quantity Availability on the first tab of the item record). So, if you want to see how many widgets are in stock by the display, box, or case, you can do so by switching your quantity view. This Quantity View setting is also available on the Price Check screen as well.
NEW (Unpublished Item setting for Ecommerce module): A new setting exists when defining an ecommerce product in ManageMore. It is now possible to mark a web item as “Unpublished” for items that are work in progress. An unpublished item allows you to work on the data entry of a product without the item getting published to your ecommerce site prematurely. This unpublished status works in tandem with new settings that have been added to the Inventory Explorer as well. All unpublished items can easily viewed and marked as “Published” when you are ready to sync your products to your ecommerce site.
IMPROVEMENT (Purchase Order): The Order Form feature has been added as an option to the purchase order for expediting the filling in of a purchase order.
IMPROVEMENT (Order Form Feature): The Order Form now has an option to only display items of a specific Unit Measure. This allows you to only show items by the case or display when dealing with a customer who only purchases by a specific unit measure or when ordering product from the purchase order.
IMPROVEMENT (Item Profile Drill-Down on Transactions): On all transaction entry screens, there is an Item Profile button that allows you to drill down to the inventory item record. However, on a matrix item, you often need to drill down to the parent item record to make adjustments that affect the entire matrix. ManageMore will now present an option on matrix items to either drill down to the parent item or the actual child item you are highlighted on.
NEW (Supertrack Inventory Statistics): The ManageMore Supertrack Inventory Window is likely the most used screen in the product for searching and viewing a cross-section of your products. ManageMore now provides useful statistical information at the top left of the window when you highlight any item on your inventory.
IMPROVEMENT (Supertrack Inventory Order/Committed Drill-Down): The ManageMore Supertrack Inventory Statistics feature provides hyperlinks on Quantity Ordered and Quantity Committed. Upon clicking on these hyperlinks, you can quickly view the orders that make up these inventory counts.
IMPROVEMENT (Supertrack Inventory ): For items that have multiple alias item denominations (i.e. items alternately sold by the box, display, case, etc.), you can quickly see your inventory counts by these different denominations. A ” View Quantity As” drop list will appear on the General Tab which allows you to easily switch between your different item measures and see the quantities in a different perspective.
IMPROVEMENT (Supertrack Inventory): A parent matrix item now provides a summary view of all child matrix aliases. The Alias button (which previously was not available) will now display all aliases defined for the specific parent matrix item.
CHANGE (Terminology): The Vendor related product code used to be referred to as the Purchase SKU. It is now referred to as the Vendor Item Code.
CHANGE (Purchasing and Alt SKU button): All purchasing documents have had the Alt SKU toolbar button removed in favor of a flatter design with an added Vendor Item Code column shown on the item list.
NEW (Purchasing and Vendor Item Codes): The Purchase Order, Purchase Receipt, and Disbursement transaction now display a Vendor Item Code column. When an item is selected on a PO, PR, or Disbursement, the vendor’s item code will appear as well. Furthermore, you can click into this column and assign a vendor item code on-the-fly and ManageMore will save this information for future recall.
CHANGE (Purchasing and Extended Description Column): ManageMore has deprecated the extended description column on all purchasing documents. This was deemed unnecessary and excessive since additional details can be provided on the description or additional item notes field already. The field was eliminated to provide more relevant functionality with the added Vendor Item Code column.
IMPROVEMENT (eConnect Cart): There is now better logging of events each time ManageMore synchronizes product and customer information with WooCommerce.
FIX (eConnect Cart): When matrix items were discontinued, the WooCommerce sync would not properly remove the item for the selection of variations.
IMPROVEMENT (Supertrack Inventory Deletion): ManageMore now provides a clearer message when attempting to delete an inventory item from the system. If it is safe to do so, the message will simply allow you to purge the record. However, if the item was in use, you will be warned of the situation and offered the option to discontinue the product instead.
IMPROVEMENT (Inventory Explorer): ManageMore now provides a customizable item view column that can be set to display one of a dozen or more inventory fields that you deem relevant to display on screen. Select the Item View Button from the window toolbar to choose the inventory field value important to you.
IMPROVEMENT (Inventory Explorer): ManageMore now provides a thumbnail image of the last highlighted item you tagged or highlighted on the inventory list.
NEW (Inventory Explorer – Rebuild Matrix Item Drill-Down): When highlighted on a matrix item, you can now right mouse-click and get a menu option to “Rebuild Matrix.”
NEW (Inventory Explorer – Web Product Tags for Ecommerce Module): A new classification (from the drop list on left side) called “Web Product Tags” has been added to help you quickly build your web product tags for your ecommerce site from within ManageMore. Using Inventory Explorer, you can now use this familiar drag and drop screen to connect your products to a product tag relatively quick. By linking all your ecommerce items to product tags, you get the advantages of helping your visitors find products easier and improving your search engine optimization (SEO) at the same time. For those who don’t understand the concept of product tags, please click here for a WooCommerce introduction to product tags.
NEW (Web Max. Quantity to Display for Ecommerce module): A new product setting for your ecommerce items has been added called “Max Quantity to Display.” This field serves as a form of quantity “masking” to visitors looking at your stock levels of inventory on your ecommerce site when searching products. Why would you want to do this you ask? Good question. After all, showing your actual product stock levels is meant to help your visitors know how much you have available to sell. Why show a smaller number of your actual availability? Well, simply put, in the competitive business world, your visitors can sometimes be your competitors as well. As a result, your visible stock levels of all products on your ecommerce site tells another competitor a lot about how your business is doing and how much demand there is for certain products. Masking your true quantity levels can protect your trade secrets and not inconvenience most visitors who order much less than your actual stock levels anyhow. For example, if you have 3000 cases of Lemon Soda in stock in your warehouse, and the majority of your visitors never order more than 100 cases of lemon soda at any given time, it may be best to simply “mask” your true inventory count and show a maximum of 500 cases available on your ecommerce site. The use of the field will tell ManageMore to continually sync your website to show no more than 500 cases in stock at any given time.
NEW (Inventory Explorer – Web Max. Quantity to Display for Ecommerce module): A new classification (from the drop list on left side) called “Web Max. Quantity to Display” has been added to help you quickly drag and drop your ecommerce items to specific quantity numbers you want to designate for the Maximum in-stock quantity to show on your website.
NEW (Inventory Explorer – User Definable Column): A new toolbar option on the Inventory Explorer has been added which allows you to custom select a specific field you want to view on the product data table.
NEW (Web Category Collapse/Expand Capabilities – Econnect Module): The Web Category Window now provides toolbar buttons that you can use to quickly collapse or expand the menu tree of your web categories.
IMPROVEMENT (Web Category Search – Econnect Module): The Web Category Window now provides an easier way to search and find specific items on very large web category menu trees. The search tool allows you to type a keyword and then press the FF arrow button to jump to subsequent word search matches in the menu tree.
ManageMore Version 9.0 Build 9028 (02/01/22)
This is an interim release only and was released to allow transition for some legacy clients, prior to updating to Build 9029.
ManageMore Version 9.0 Build 9027 (01/25/22)
IMPORTANT END-OF-LIFE INFORMATION FOR LEGACY CUSTOMERS ( AS OF 01/01/22):
The Legacy Cellular Industry module has ended as of Build 9026.
The Legacy Paging Module has ended as of Build 9027.
Users who have been using the Paging Module primarily to bill for services should contact technical support regarding a switchover tool to our preferred recurring charge method of billing in ManageMore.
Technical support and Security-Related updates will continue to be offered for active subscription users only.
NEW (Inventory IntelliSense Wizard): ManageMore now provides a helpful tool that will analyze your inventory and find inconsistencies, data entry mistakes, and other potential problems with your inventory system. This inventory review process also provides recommendations on how you can improve your inventory and take advantage of other ManageMore capabilities, as needed.
FIXED (RMA Error): A false positive error message was being reported when creating a new customer RMA.
ManageMore Version 9.0 Build 9026 (01/01/22)
NEW (Power Copy/Paste Transactions): You can now easily copy all items on a transaction using one keystroke and paste an entire list of items to a new transaction. Using the Copy Hot Key (Ctrl-Shift-C) on any sales / purchase document will allow you to paste (Ctrl-Shift-V) your items easily onto a new sale or new purchase. This is a station-based copy/paste feature and only works on the computer you initiated the power copy function.
NEW (Auto-Recover Large Transactions): ManageMore now provides an immediate backup solution when a user is entering a large sale/purchase transaction. All new transactions (i.e. sales order, sales invoice, purchase order, purchase receipt) will automatically start saving item details as you exceed the data entry of over 20 items on a transaction. If a power-failure occurs or some other application mishap, you just have to log back into the ManageMore program and restart your transaction. ManageMore will automatically prompt you to recover the incomplete transaction. You must be on the same computer that was entering the transaction for the automatic recovery to work.
NEW (Inventory Product Web Search Tool): ManageMore now integrates with two different web services which provide detailed product information by simply entering the UPC barcode. With one click, the reverse UPC lookup will provide a detailed product description that you can use for quickly auto-filling your supertrack inventory record or verifying accuracy in your own database. This web search also allows you to find a product by typing a few key words in the product description. Both of these web services provide a limited number of free searches per day and offer a paid version which can provides thousands of lookups per month for a nominal monthly fee. To try this feature out, simply add a new item and press the Web Search button presented at the beginning of the item record. Scan/Type the UPC barcode or enter part of the item description. NOTE: Some product manufacturers attempt to bypass the process of obtaining a unique UPC value for their product line and fabricate their own UPC code on the merchandise. If this is the case, this web search tool may fail to find information pertaining to the item.
NEW (Item Quantity Audit Report): ManageMore has now introduced a powerful reporting tool for auditing inventory like never before. You can now get a report of your inventory beginning and ending quantity for any period of time in detail or summary manner. This report provides many ways to produce details of your products as they are affected by your purchases, vendor returns, adjustments, customer sales and customer returns. This information can be exported as well and used to provide detailed information to government agencies that require full audits on regulated products (e.g., tobacco, alcohol, firearms, etc.).
NEW (Item Back Order Option): An inventory item can now be flagged as a back order item or not. This checkbox setting helps ManageMore determine whether a converted sales order to invoice should stay OPEN for items that you could not invoice because you did not have any stock left to sell. Given the current global supply chain issues worldwide, many businesses are opting to not back order merchandise because it may not be possible to order more merchandise in time for the customer’s needs. Use Inventory Explorer to quickly set the items as back order or not.
NEW (Item Footnotes): An item can now be associate to a special message that appears at the bottom of a sales document. This message differs from the standard item notes in that it only appears one time regardless if other similar items are sold on the same transaction with the same associated message. This footnote style message shortens the length of a large transaction and is best suited for wholesalers who sell many similar items that require a special note. For example, there may be a brand product that needs a Disclaimer message about any potential dangers with use of the item or a series of products that are all AS-IS and non-refundable. This feature will use a footnote symbol to identify the message in the event of different products having different footnote messages.
NEW (Inventory Custom Groups): ManageMore inventory now provides a separate way to group similar items for special reasons without forcing you to alter your own personal categorization of products in the category or brand field of an item. The custom group field is best utilized when you sell regulated products whereby your local government (e.g. Dept of Taxation or Dept of Tobacco and Alcohol) demands information about these regulated items (e.g. Cigars, Cigarettes, Vape, Beer, Wine, etc.). You can use Inventory Explorer to quickly group your inventory into custom groups with drag and drop functionality as well. The custom group field can be found on the Options tab of the inventory record. See Lists… Inventory… Inventory Related… Custom Groups… to build your custom groups ahead of time.
NEW (Inventory Search Recall): The Supertrack Inventory Window now provides an option to recall the last 10 search entries you made for locating a product. Clicking on the arrow button (found to the right of the Find button) repeatedly will cycle through your last search entries made on the workstation you are on.
NEW (Markup % over Cost on Promotions): A new promotional calculation is now available on an Inventory Promotion record. You can now create a markup percentage over cost promotion. This can be extremely useful if you have multiple item price levels and want to come up with a promotional discount that will work on all price levels, regardless of the selling price.
IMPROVEMENT (Matrix Inventory and Multi-Location Item Synchronize): ManageMore does a better job at ensuring like items are synchronized when a value is changed on one of the items at a particular location or when the item is part of a matrix. For example, changing the item description of any matrix item automatically changes all other matrix item descriptions.
IMPROVEMENT (Inventory Explorer – General): Major improvements in the Inventory Explorer were made to allow better tagging of items across multiple attributes of an item. There has also been a variety of other niceties such as on-the-fly adding of Bin Locations, Categories, etc. ; a jump forward/backward button to skip to tagged items in the inventory quickly, and new inventory views including web categories, item status, tax types, custom groups, etc.
IMPROVEMENT (Inventory Explorer – Unsold Items): A very useful item view filter now exists (Drop List field in upper right of window) which will only show you products that have not been sold for over 30/90/180/365 days respectively. This feature allows you to quickly multi-tag these non-moving items and do something about it (like reclassifying them as Clearance items or assigning them to a Promotion to help sell these items quicker). This is an invaluable tool for wholesalers and other business models with large inventories that sit around taking up space and possibly losing value as time goes on.
IMPROVEMENT (Inventory Explorer – Labels): A label button now exists on the Inventory Explorer toolbar for easy multi-selection of items that you want to send to the List and Label Manager.
IMPROVEMENT (Inventory Explorer – Exporting): An export button now exists on the Inventory Explorer toolbar for easy multi-selection of items that you want to export for use outside of ManageMore.
IMPROVEMENT (Inventory Explorer – Group Tagging): You can now multi-tag your inventory items even quicker. If there is a range of items on screen that need tagged, simply click on the first item and then hold the <Shift> key and click on the last item in the range. All items in between will be automatically tagged as well.
IMPROVEMENT (Customer Specific Pricing): Customer Specific Pricing now provides rule options for item brands and for “Discount Amount off Price” pricing calculation are now possible.
IMPROVEMENT (Matrix Inventory Wizard): Simpler design for building a matrix item along with an option to use an example SKU to help build a matrix from another similar matrix item.
IMPROVEMENT(Invoice Item View): Additional data options have been added for displaying in the item view column.
FIX (A/P Purchase Receipt Reversal): Under certain conditions, a purchase receipt might allow you to reverse it twice.
IMPROVEMENT(eConnect – Web Order Completion): When a transmitted order from WooCommerce is received and invoiced, ManageMore will now update the WooCommerce order as completed as well.
FIX (Vendor RMA and Serialized Items): When editing a vendor RMA containing serialized items, it was possible to cause serial number discrepancies when removing a line item.
IMPROVEMENT (Importing Matrix Items): A simpler method of importing a matrix item is now possible.
NEW (Purchase Order Export): ManageMore now provides a simple File Export of Open Purchase Orders. This can serve as an electronic file which can be delivered to your vendor for import purposes. See Activities… Accounts Payable… Manage Purchase Orders… Export button on toolbar.
NEW (Inventory Explorer – Matrix Item Drill-Down): When highlighted on a matrix item, you can now right mouse-click and get a menu option for “Show Matrix.” This will result in a pop-up window displaying all the matrix items and variations that make up the highlighted matrix.
ManageMore Version 9.0 Build 9025 (07/01/21)
NEW (Order Forms – Complete Edition Only): A new and quicker way to fill in a sales order/invoice is now possible for businesses that commonly take orders over the phone or receive filled out printed/emailed order forms from their users. This new Order Form design allows you to pre-build a list of common sales items (e.g. items of a particular brand, items of a similar or like size/color/flavor, etc.) that can be used later on to quickly fill in a sales order/invoice by simply entering quantity values. You can create as many custom Order Forms as necessary and this feature also supports alias items as well. This feature can be found under Lists… Order Entry… Order Forms. Once the order form templates have been created, you can pull them up within a Sales Order/Invoice from the toolbar icon on the transaction form or by pressing the F4 key.
NEW (Category Summarized Sales Documents): You can now set up your inventory categories to automatically group your products on sales documents with summarized breakdown. ManageMore will group your items based on the Title you choose within the Category table. This allows you to group one or more products categories into one grouping for printing purposes. For example, you may have categories like cigars, pipe tobacco, chewing tobacco, etc. and decide to assign a title of TOBACCO for all these item categories to show up grouped together on your sales invoices.
NEW (Clearance Items): A new inventory item status referred to as “Clearance Items” now exists. A clearance item will behave in much the same manner as an active item in inventory. The notable difference is that a clearance item can be set with pricing that is lower than the lowest selling price threshold value. It also appears on the inventory table highlighted in red to further identify itself as an item that you are trying to sell quickly. Clearance items are also beneficial when using the new Item Price Review feature because you can filter these items out of consideration when reviewing and updating your normal active product markup/margin prices. One last benefit of setting items as clearance is when dealing with eConnect Cart and synchronization with WooCommerce shopping cart. Clearance items can be synchronized to your shopping cart into a special menu to help your customers quickly identify special deals on products you may not carry any longer.
NEW (Custom Sales Document with Adjustable Page Header on Multi-Page documents): The custom form designer now supports the option to create smaller page headers on a multi-page sales document. This technique provides much more room on a page to print more line items on large sales transactions.
NEW (Customer Balance on Sales Documents): A new setting to print the current customer balance at the bottom of a sales invoice now exists.
NEW(Extended Promotional Item message): A promotion plan now provides a place for a special description to be saved and printed on a custom sales form.
NEW (Vendor Price Drill-Down on Items): The supertrack inventory record now has a Vendor button on the toolbar which will display all vendor pricing history related to that product.
NEW (Item Price Review formerly called Global Price Change): The item price review wizard provides an excellent method for purchasing managers and/or owners to evaluate inventory and the selling prices of your merchandise to ensure that you are making the appropriate markup/margin across all items. It also provides powerful tools for quickly identifying mistakes where items are being sold under cost as well as identifying products that are not selling.
NEW(Piece Count on Transactions): A new piece count total will now display on most transactions within ManageMore. This can be helpful as a double-check to ensure that an order or invoice is accurate before final shipment/delivery.
NEW(Serial Number Search on Multiple Items): The serial number search window now provides a better way to show history of a serial number, even if the serialized item is found across multiple item codes in inventory. You can view the serial number history for a specific item or have the window show all activity across all items.
NEW(Fast UPC/Barcode Short Code Data Entry): ManageMore now provides another quick way of entering orders/invoices/P.O.’s and more by simply keying in the last 5 digits of the item UPC/Barcode value when filling in a transaction. This technique is ideal for businesses which take large orders over the phone and want a faster way of entering requested products from the UPC value printed on the packaging of most store bought products. The customer can quickly identify the products they need by providing the last five digits of an item UPC/Barcode only. This technique is over 90% effective at accurately pulling up the correct product a customer is requesting without the need to read the entire 11 to 13 character item code each time.
IMPROVEMENT (Cosmetic Changes): Many ManageMore database tables (e.g. Customer List, Vendor List, Inventory List, Invoice List, etc.) have been redesigned slightly to provide more useful information when highlighted on a record.
IMPROVEMENT(Smart Find on Inventory List): The Supertrack Inventory table has been revamped with an easier method for quickly finding a product by multiple search methods in one field. Using Smart Find, you can type a part number, alias value, UPC value, vendor part number, or item description in the same search field and ManageMore will find your item.
IMPROVEMENT(MSA Error Checking – Industry Module): When exporting MSA data, ManageMore will now evaluate the file being created and report any suspect issues it finds prior to your MSA submission. This should result in less MSA rejection notifications from data entry errors.
IMPROVEMENT(MSA Pack/Can Denominations – Industry Module): Brand Manufacturers expect sales data from MSA in their larger carton/case denominations. Smaller Distributors who sell MSA reportable products in smaller denominations (e.g. cigarettes by the pack or loose tobacco by the can) can now setup the MSA portion of ManageMore to handle fractional quantity reporting of cartons/rolls/sleeves. For more info, contact technical support.
ManageMore Version 9.0 Build 9024 (09/06/20)
Starting with this build, ManageMore has optimized its entire application screen layouts to take full advantage of HD screen resolution (i.e. 1920×1080). Our new HD Standards will create larger and easier to read screen layouts in the program and afford more capabilities to be implemented in the product. As a result of this change, this software build has introduced a significant amount of enhancements to the product.
IMPORTANT NOTICE: It has been over 20 years since High Definition (HD) monitors were introduced in the pc market. Intellisoft has been slow to take advantage of the expansive screen real estate offered by HD resolution in order to give our customers the opportunity to upgrade their aging computer hardware. With 80% of the pc world now on HD or higher 4K resolutions, the screen enhancements in this release were well overdue. ManageMore windows are now better spaced out and easier to read when utilized under an HD standard 1920×1080 resolution. Some screens have also been redesigned to be easier to work with under popular wide screen UHD monitors (3840×2160) as well. Customers who have modified the Windows OS “Scale and Layout feature” to help with viewing our application will probably find this unnecessary now and we recommend you put your Windows settings back to their normal font scaling defaults.
If you still have an old monitor or two lurking around on your computer network, you may want to consider holding off on upgrading to this build until you have improved your hardware situation. 24″ HD monitors can now be found for under $100. We recommend the largest monitor you can afford (27″ to 29″ being ideal) to truly get the best experience with the enhanced ManageMore layouts.
NEW (ShipStation Integration – Service Signup Required): We are excited to share with our users that ManageMore has now been fully certified as a ShipStation partner. ShipStation is an extremely powerful web-based solution which ties together well over a dozen of the most popular shipping carriers (e.g. UPS, Fedex, USPS, Amazon Fulfillment, DHL and more) into one interface for printing tracking labels and managing all of your shipped packages. ManageMore has created a tight interface that communicates and sends all relevant order information necessary for quickly creating labels for shipping your products. Among the most impressive capabilities is the ability to quickly get quotes right from within ManageMore from multiple carriers and select the most inexpensive option for delivering your products. Tracking information is automatically updated in ManageMore and you can easily decide to either handle each package immediately or wait until the end-of-day to process and print all of your labels for all carriers that you have signed up with. This is the ultimate time and money saver plug-in to ManageMore for anyone who ships merchandise to their clients. Whether you ship just a few packages a day or over 100+ packages a day, you don’t want to miss out on this one.
NOTE: ManageMore will be deprecating our prior separate plug-in integrations with UPS Worldship and the Fedex Manager program in favor of this much better designed ShipStation interface which handles all of the popular shipping carriers in one solution. No End-of-Life date has been announced on these add-ons at this time.
NEW (Customizable Column added to Sales Orders / Quotes / Invoices): With the advent of more screen real estate (mentioned above), we now have more room to display additional data on our transaction windows. A new data column on sales transactions is now present (just to the right of the item description) which can provide several different pieces of information that you may find useful as you are entering items onto an order/quote/invoice. A View icon button on the top of the transaction window (far right toolbar button on window) allows you to toggle between different values that you can choose to display while entering items on your sale documents.
Some of those choices include:
* Taxable – If an item is set to be taxable in inventory, a “Y” will appear.
*Last/Average Cost – Shows the item last and average unit cost respectively.
* Total Last/Average Cost – Shows the item total last/average cost respectively.
* Lowest Selling Price -Shows the lowest unit price allowed for the item.
* Ship Weight – Shows the ship weight of the item.
* Total Tax – Shows the total of all taxes computed for the applicable item.
* Excise Tax – Shows excise tax calculation for the applicable item. ( i.e. excise taxes refers to indirect tax that is not paid by the customer directly).
* Warranty Id – Shows the warranty code for the item.
* User Defined Fields – Shows any customizable values you set up for your inventory item.
NEW (Alias Items with Quantity Variations for products): A new toolbar setting on the inventory record now allows you to quickly add alternate Item Codes with varying quantity denominations for selling products that are sometimes sold by the pack, case, pallet, carton, dozen, crate, etc. Businesses that buy items in bulk (primarily wholesales / distributors) and sell it in varying denominations will find this feature invaluable. All sales transaction windows have been enhanced to take advantage of this with the addition of a new entry column (denoted by “X”) . This “X” column (our quantity denomination calculator) allows you to enter a sale quantity by a higher denomination value, which in turn, calculates the final individual quantity needed for the item. For example, if you sell widgets individually and sometimes by the case (in quantities of 24 each), you can now enter the case count of 3 in this new denomination calculator field and ManageMore will compute the total quantity to sell at 72 . Adjustments can still be made to the final individual quantity count as needed.
NEW (Complete Edition Only – Integrated SMS texting) : ManageMore now offers tightly integrated SMS capabilities into its accounting system. Texting your clients has never been easier and more convenient to do. A text message sent to your client’s mobile phone is much quicker to send and than an e-mail and happens in real time. Texting is extremely useful for getting urgent and important information to your customers. SMS texting can instantly notify your clients of their account balance, order status, exclusive deals, hot products, big announcements, and so much more. The marketing implications are endless and the texting rates have never been cheaper. ManageMore has partnered with one of the leading global SMS mobile messaging services that offer mass SMS texting for as little as .0075 cents a message. For more info, please contact our sales department.
NEW (Complete Edition Only – Two-Factor Authentication for Customer Verification) : Utilizing the new SMS texting capabilities introduce in this build, ManageMore can now provide your customer service world-class two-factor authentication when communicating with your clients and their account. With a touch of a button, you can quickly verify that the customer you are speaking to is the actual account holder in your ManageMore accounting system. The security of your customer’s information is becoming increasingly more important to the public today. Two-Factor authentication (aka 2FA) verifies the customer identity by sending a random passcode to the client’s mobile phone on file. Your customer service team then inputs this code to verify if the client is in possession of the customer mobile phone. This process is simple to do and takes just a few seconds for you to confirm the customer on the phone line as being a valid account holder. NOTE: Standard text message rates apply.
NEW (Vendor Price Memorization and Better Price Suggestion): ManageMore now supports an unlimited recall of vendor item pricing when filling out purchase orders. Additionally, if ManageMore detects that an item is better priced from a different vendor, the program will automatically present you with options to help you negotiate better pricing.
IMPROVEMENT (Multi-User Document Locking): The program does a better job of quickly notifying you when a specific transaction record or process is being accessed by another user on your computer network. Detailed Information about the user that is locking a record/process is also provided.
IMPROVEMENT(Email Templates): When selecting an email template, the popup selection window is better laid to easily view the entire template content prior to selection.
IMPROVEMENT(Global Price Change and Lowest Selling Price): A new selection option is now available on the Global Price Change wizard for doing a mass update of inventory items on the lowest selling price value. This feature provides a few different options on what you want the lowest selling price to be on your merchandise (e.g. same as last cost, last cost plus x%, etc.).
IMPROVEMENT(New Brand Field): New Brand Id field added to inventory records for grouping items by specific brands for reporting purposes.
IMPROVEMENT(Inventory Explorer and Lock feature): Inventory Explorer just got a lot smarter when it comes to quickly manipulating your data by common groupings. It is now possible to tag items in one view mode (e.g. Category sorted items), lock the tagged items, and then switch to another view mode (e.g. Department sorted items). You can then drag and drop your tagged selection into a different selection grouping. For example, you may already have your items beautifully grouped into categories (e.g. Candy, Cigars, Cigarettes, Soda, Snacks, etc.). Now, you want to utilize other Supertrack item groupings like Brand or Department, but don’t want to go through hundreds of items to update their value. Well, with the Lock feature, you could lock your common items that are tagged only your Cigarettes, and easily drag them into a Department Code for Tobacco. This strategy has endless possibilities and truly allows you to mass manipulate and group your items with ease for a variety of purposes.
IMPROVEMENT(Complete Edition – MSA Reporting Related): Several enhancements have been made to improve on the sales information needed by your manufacturers and stay in compliance with MSA reporting requirements. In particular, when a sale is made on a product that needs to be reported to the manufacturer, the description you provide in inventory must follow very specific guidelines. Sometimes, these guidelines make the product name a bit cryptic for your own customer sales invoices. A new MSA product description field allows you to make a distinction between your company’s product description and that dictated by MSA requirements. Other enhancements include a simple drop-down selection of all known MSA codes for tobacco, candy, drinks, etc. The MSA inventory related fields were also been moved to its own popup window accessible from the inventory record toolbar. Lastly, a new option to have the MSA reporting exclude sales data from a specific customer is now possible by using the keyword SKIP on the customer Class of Trade field.
IMPROVEMENT (Customer Care and Vendor Care layout): The two key windows in ManageMore for dealing with customers and vendors have undergone some cosmetic changes to allow for a more ergonomic design , especially when using 27″ or larger UHD / 4k monitors. The biggest adjustment here is the placement of the Tab Options. The tab choices are now on the left side versus the right side of the screen so that your eye and mouse movement travels less to switch between different views. This may take a day or two to get used to for our 10+ year users of ManageMore, but you should start to notice a slightly better experience with all your choices in the upper left view vs far-right view of the screen. The button layout has also been repositioned and text added to clarify some of the less used options.
NEW (Tax Jurisdictions) : Assigning more complex tax structures has become a whole lot easier in ManageMore. On the Tax Code record, a new Jurisdiction tab has been added which allows you to easily tag a Tax Code to a specific group of ZIP code regions by State, City, and/or County. Doing this ahead of time will ensure that new customers added will be assigned to the proper tax code. This will make the process of adding new customers near automatic as you add new customers to your database. Tax Reports have also been improved to allow for reporting by tax jurisdiction as well.
NEW (Tax Overrides): Tax overrides simplify the need for creating additional tax types for products or services that require you to charge a different rate in the same jurisdiction. For example, your state may charge 8% sales tax for most products and services. But a certain widget needs to be charged at 10%. Previously, the ManageMore solution was to use one of the six available tax types to address items with unique rates. This is no longer the case. Please see Lists… Transaction Related… Tax Codes… Tax Override Tab for setting up one or more tax override rules.
IMPROVEMENT (Purchase Order Management): Many new options and capabilities are now present on the toolbar of the Purchase Order Management window. Batch submitting PO’s in a single email, posting straight to the purchase receipt, and emailing options are a few of the new features added to the toolbar of this window.
IMPROVEMENT (Memorize Transactions): When performing a recall of a memorized transaction, the selection window that pops up has been redesigned. The memorized transactions will only show for the employee who created it. You can also see a preview of the items contained in the memorized transactions template prior to selecting it.
NEW (Image Explorer tool): A new image explorer tool was created to easily select/deselect images and find problems with inventory items not linked to a product image for web shopping cart integration reasons. See Activities… E-Commerce… Image Explorer…
CHANGE (Inventory Unit Measures): The setup for an item with different unit of measures has been changed to allow for an easier implementation. Prior build required that any unique unit measurement had to be defined within the Unit Measures table prior to adding the inventory item. This build allows an item to create on-the-fly unit measures by allowing you to provide the quantity multiple for the unit measure along side of your unit measure code. In fact, you can now type any unit measure code value you like. You are no longer constrained to the Unit Measure table at all. The only real important value going forward is the Quantity Multiple field provided to the right of the Unit Measure code itself. Why the change? The biggest advantage is that you no longer have to create unique unit measures for every combination of cases, palettes, displays, etc. One item can have a “CS” unit measure that represents 24 of the item, while another item can also have “CS” unit measure representing 10 of the item. This makes it cleaner to understand a printed invoice unit measure column since it is not necessary to invent so many unit measure codes.
CHANGE (Shipping/Receiving Menu): Shipping and Receiving functionality in ManageMore has been rearranged to its own menu option within the program.
IMPROVEMENT ( Disbursement “To Be Printed” setting): It is now possible to default the option for printing checks based on the bank account you choose for making a vendor payment. Today, many businesses are paying online and the need for printing checks has been tremendously reduced. This new setting saves you from having to continuously set or unset the check printing options.
IMPROVEMENT( Inventory Explorer): There are now better tagging options for quickly selecting inventory items based on a common description. You can also replace fields for tagged items such as category Id, department Id, manufacturer Id, etc. You can also sync tagged items for posting to the internet when using our eConnect Cart interface with REST API.
IMPROVEMENT (Printing Options): Most documents now provide more options at the the time of printing the document. For example, you can choose different form types on-the-fly or choose your own custom form. You can also save your documents directly to PDF. You can also choose additional related documents to print or email at the same time.
IMPROVEMENT (Vendor Contacts): Five additional contact methods have been added to the vendor record. Multiple email contacts on the vendor record will now display when emailing documents to the vendor.
IMPROVEMENT (Vendor Broker Fields): Additional broker fields added as permanent values on the vendor record.
IMPROVEMENT (Multiple Customer Licenses): You can now add up to three custom license fields on a customer record and can have expiration dates which will warn you if expired.
IMPROVEMENT (Sales Document Item Sort): You can now sort the printed output of sales document in alphabetical order. Set Setup… Application… Accounts Receivable… Form Printing…
IMPROVEMENT (Sales Document Regrouping): You can now automatically set ManageMore to regroup like items on a transaction for a more concise document. See Setup… Application…Accounts Receivable… You can also perform the regrouping on-the-fly by pressing the F5 key.
NEW (Item Find): While reviewing or creating a transaction with many item details, you can now quickly jump to a specific product with a built-in Search function. Pressing Ctrl-F will popup a window for jumping to a particular item code.
IMPROVEMENT (Automatic Increase of Lowest Selling Price): A new setting available to protect the lowest selling price when the last unit cost becomes larger than the lowest selling price.
IMPROVEMENT (Payment with No Invoice Applied): Back in Build 9022, a new feature was introduced to allow customer payments to be unapplied for later assignment to future invoices or other special reasons. This is a very rare thing to do, but is useful in certain situations. Unfortunately, many users have been inadvertently posting payments without selecting an invoice to pay and ignoring the warning that pops up regarding this. ManageMore now provides a more prominent message and confirmation instructions to ensure that you are aware of the situation.
IMPROVEMENT (Default Purchase Orders per Vendor): You can now define a specific purchase order per vendor.
CHANGE (ThumbNail Image Deprecated): The inventory thumbnail image has been removed. This field was used in early 2000’s web shopping cart systems when bandwidth and monitor resolution were much smaller. IMPORTANT: If your only inventory image file is placed in the item thumbnail image field, you will lose this data. Please copy your thumbnail image filenames over to the standard large image field instead, prior to upgrading.
FIX (Rebate Management): Program would incorrectly report products on an existing contract.
IMPROVEMENT/FIX (Verify Order Process): Several adjustments were made to better improve the Verify Order process.
FIX (Econnect Cart Stability and Performance): Several adjustments made to improve the performance of ManageMore’s REST API
FIX (Email and Name Search): Under certain circumstances, when searching and selecting a customer to email, the program would select an invalid email address.
ManageMore Version 9.0 Build 9023 (02/25/2020)
NEW (Batched Transactions to PDF): It is now possible to multi-select Sales Orders, Sales Invoices, and Purchase Orders into one convenient PDF file for transmitting to a customer or vendor. See Customer Care… Transactions Tab… Batch icon… or Vendor Care… Purchase Orders… Batch icon…
NEW (Fleet Manager Module): An entire truck routing management system now exists for businesses that have a fleet of vehicles (from 2 to 50 transport vehicles) used for delivering merchandise in your local city. The Fleet Manager handles all the complicated issues that arise when delivering your own merchandise to clients:
- Routing orders in the most efficient manner for each transport without overloading
- Load Sheets for quickly staging and stocking the transport vehicles before leaving warehouse
- Unload Sheets for quickly verifying the accuracy of all undelivered merchandise
- Visual Order Management Window for easy drag and drop of orders to transport vehicles
- Visual ZIP Code coloring for quickly determining if a transport vehicle has been efficiently routed
- Weight Management of Transport Vehicles to ensure a truck is not overloaded during the Loading Stage
IMPROVEMENT (Default Payment Amount on A/R): When entering a payment for a customer, you can now decide what payment methods should assume the amount to always be the entire customer balance or not. See Lists… Banking… Payment Methods… or the checkbox setting that controls this feature.
IMPROVEMENT (A/R Payment Amount Matching to Invoice Selection): When entering a payment for a customer, there are circumstances where it is more convenient for ManageMore to assume the payment amount is based on whatever outstanding invoices you tag. A new behavior exists on the A/R payment window which allows you to decide how you want the payment amount to work. If you leave the payment amount at 0.00 and begin to tag invoices to pay, then the payment amount will change with every marking/unmarking of outstanding invoices. However, if you put a payment amount in manually, then the behavior will work as it always has in the past, whereby the payment amount is locked and you are marking invoices to total up to the amount entered.
NEW (Multi Mark/UnMark on Payment Window): A convenient Multi-Tag tool now exists on the A/R payment window for dealing with customers with many outstanding invoices on file. The Mark/UnMark button provides a few options for quickly tagging/untagging outstanding invoices.
NEW (Addition of Toolbar Shortcuts): There is now a toolbar shortcut icon for the “Billing Wizard”, “Manage Purchase Orders”, “Receive/Transfer Inventory” and “New Deposit”.
IMPROVEMENT (Matrix Inventory): There are several improvements and shortcuts that have been introduced to help deal with inventories that utilize matrix capabilities (also known as variants of products based on size, color, flavor, style, etc.). These improvements allow you to construct/deconstruct the matrix in an easier manner. The new features will appear as a pop-up menu selection when selecting the matrix button on the Supertrack Inventory list.
The following is clarification on these new pop-up menu features:
Disjoin Matrix Option: Disjoining a matrix of items will remove the association of the items, as well as remove the parent matrix item that links these item together. This may be useful if a mistake occurred or some redesign of your matrix is in order.
Edit Matrix Pricing: A new Edit-In-Place grid now exists for quickly modifying the prices within a matrix of items. The legacy method of going to the parent matrix and adjusting the price is still possible. However, not all matrix items are the same and follow the same price for all variants. For some matrix related products, the pricing varies often. This pricing grid is better suited for editing your prices on these types of items. This screen also serves as a useful quick review of the pricing in a simpler to follow grid format based on the item attributes.
Edit Attribute: This menu option is a shortcut straight to the product variant table created for this matrix.
NEW (Reassign Parent Matrix Item): It is now possible to quickly assign a new matrix parent item (the base item code for the matrix) without having to discontinue and create a new matrix. Simply drill down to the parent matrix supertrack item and type over the SKU field with your new assigned base parent item. Upon saving the item record, ManageMore will guide you through the process of changing all the children item codes to a new item code. If any conflicts arise, you will be presented with warnings/errors.
NEW (Construct Matrix by Example): Users who were not familiar with matrix inventory concepts are often discouraged by the initial difficulty to convert their existing products to a matrix. A new wizard-driven feature makes it easier to group like items into a matrix with less effort. The key to this feature working involves the like items having a similar beginning SKU item code and near identical descriptions (except for the variant name). To try it out, go to Supertrack Inventory List and highlight an item that should be part of a matrix. Click on the Matrix toolbar button and ManageMore will prompt you for building a Matrix based on your highlighted selection. The rest of the steps are explained in the Wizard process.
NEW (Deposit Total on Vendor Care): The Vendor Care Window will now emphasize any P.O. deposits you may have on a particular vendor. To the immediate right of the Vendor Balance, a grand total vendor deposit field will appear if any P.O.’s contain a deposit amount.
NEW (Additional Email/Phone Contacts on Vendor): The Vendor record now provides an additional 5 contacts that can be saved. If this feature is used to save additional email addresses, then ManageMore will provide you these email address as selections when emailing P.O.’s, Bills, RMA’s, etc.
IMPROVEMENT (Ecommerce with Multiple Item Images): A new web image filename field was introduced to better handle the growing commonplace of shopping cart systems supporting multiple image views to a single item. This field allows you to enter as many filenames as you can fit, separated by commas. There is also a convenient image selector button next to this field for quickly tagging the items from your local/network pc drive. The legacy large/thumbnail images introduced since the inception of ManageMore will now serve primarily for inhouse use (brick and mortar style establishments or those not interfacing to an ecommerce shopping cart).
IMPROVEMENT (Verify Stage and Large Qty for Order Entry): The Verify Stage of a Sales Order always assumes that you will scan all products in the staging area prior to closing the merchandise box or loading the items onto a transport. This is the most accurate way to ensure that the right amount of merchandise is being delivered to the customer. However, for some wholesalers moving large quantity on skids/palettes/containers, it is not ideal or feasible to break open a container/palette (especially if already sealed and quantity can easily be assumed). A new quantity field was added so that a single scan of the product code can assume one large quantity value has been verified.
IMPROVEMENT (Inventory Category List): The inventory category list now provides a quick summary of total items linked to each category on the table view. Furthermore, a new tab view (bottom of window) allows you to display your category in a parent tree view.
IMPROVEMENT (Stretchable Child Matrix Grid): When doing a transaction and selecting a parent matrix item, the child matrix grid of associated products can now be stretched for larger product lines that contain many variants of flavors, colors, sizes, etc.
IMPROVEMENT (MM API system tray utility for eConnect module): A better design for handling the receiving of internet orders with eConnect now exists. A special stand-alone application can be run in your system tray that will periodically check and convert web orders to sales orders. This method improves stability of the Sales Order Management window and allows orders to be received regardless if ManageMore is running or not.
NEW (Bill of Lading): New forms have been introduced for producing Bill of Lading documents on sales orders, purchase orders, and purchase receipts.
FIX (Sales Order): The information button would disabled when a sales order was locked for processing.
FIX (Disbursement): Date search was not working properly.
