January 11, 2010

Loyalty Package

Assign points for customer purchases and redeem for services, cartridges, or other merchandise.  You can define your own point calculations by category, item, and service.  Free trial is available.

Help Screen Additions

Help screens for Accounts Receivable, Accounts Payable, Bar Code, and Payroll have been added to the system.

Tips and Tricks

Override you labor rates for a customer using customer special prices.  Enter a special price with the category of  "labor".  To override all labor rates, use the item number "all".  To override the labor rate for only a specific model, enter the model number as the item number.  Enter the amount for your billing increment.

Accounts Receivable

New permission to disable pricing on orders.  If this permission is set, the user cannot change a price during new order and must accept the system price.  To set this permission, go to the Admin tools, select the user, check for new permissions.  This will be in the Accounts Receivable section.

Email address added to the ship to locations of the customer.  This email address is used when invoicing an order, and you email the tracking numbers.

Email tracking numbers and the shipping company is UPS, the email includes a link for your customer to click and go directly to the tracking page on UPS website.

Reprint invoices now has an option for only un-paid invoices.  There is also an option for class code so you can reprint on for a certain branch or customer class code.

Inventory

Serial numbers out of balance has been added to the system.  This will list all serial numbered items where the on hand of the item does NOT match the unsold serial numbers in the serial numbers table.

Accounts Payable

The checks now print in vendor name order not vendor number order.  The check register is also in vendor name order.

1099 forms are now ready.

You can exclude a voucher from the 1099 form.  On the voucher display or entering a new voucher, check the box to exclude.  Also, if a voucher is paid and in voucher history, it can be marked to exclude.  Display the voucher history and check or uncheck the exclude box.  This is the only field that can be changed in voucher history.

Service

New bookmark for work orders.  Use the dpcomments bookmark to print any messages from the dispatch master.

Send your customer an email when the service call in dispatched.  From the dispatch call screen, click "email customer".  The email template can be setup in the service/options screen.  Use the email tab.  The template can include bookmarks from the machines and service call records.

Export service history to excel spreadsheet has been reworked to be easier to read and use.

When completing a service call, the system will now check for bad meters using the excessive meter reading value in the models serviced table.  If the reading between calls is greater than the excessive reading, the screen will prompt with a warning.

New alert.  When has been dispatched and not completed in a specified time.  Used to notify the manager if a tech is taking too long to complete a service call.  This is set in the service/options screen using the alerts tab.

Service Manager

New report to calculate service costs by model.  The report will list for each model the costs by year of life of the machine for 5 years.  The size of the model comes from the models serviced table and is in multiples of 10,000 recommended monthly usage.

The last report calculated can be displayed at any time using the previous service costs menu option.

Your hourly rate for labor can be set in the service/options menu.  This should include overhead and is the hourly cost of labor in the analysis reports.  This can be changed when the report is processed.

Sales Prospecting

New menu option has been added to merge/change salesrep codes for prospects.  This works similar to the merge/change customer or prospect numbers.

The contact history report has been added to the system.  This will list all appointments, prospect tasks, appointment history, and prospect task history for the selected reps in the date range.

Contract Billing

Additional lines on an invoice (either from the machine master or contract master) can now be calculated as a percentage of the invoice as well as the previous dollar amount.  To calculate as a percentage of the invoice, enter the percentage as a decimal.  For example if you want to add 5% fuel surcharge, use the amount of .05.  Any amount that is below 1 will calculate as a percentage.

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