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Version 4.2.xx - 2012

 

 

 

Lots of major changes rebuilding some of the files so we can add future enhancements, making the program more dynamic, and easier to use at the same time.

 

Totals for Version 4.2

•Additions: 58

•Changes: 41

•Fixes: 8

 

 

 

Version 4.2.12

 

 

 

•Changed labor files. Added a description of the labor that is unique. This is only to help with looking up set labor items. The description does not get included in the actual labor of the work order.

•Changed the part ordering system so there is only one screen. You can now view items ON order, and items TO order just by clicking on different tabs. You can also view all items or all items for just one vendor. You can receive items from this screen as well, by choosing the ON ORDER tabs.

•Added credit card processing from within Digital Wrench for X-Charge.

•Added several reports in the Report Manager (report writer), including completed work orders with and without taxes, a basic customer list, a basic parts list, and a cash file report. These reports may be copied and modified by you (or us).

•Changed the parts inventory screens to be only one screen for editing and one screen for lookups.

•Fixed Canadian display fields for work order screens.

•Added option for customer to be exempt from tax1, tax2, both, or neither.

•Added default to work order screen so either Estimates or Work in Progress tab is chosen automatically.

•Fixed Customer Auto-numbering so the customer number is automatically added (as an option).

•Fixed Style/Color selector so you can disable, enable, and restore default color schemes.

•Changed cash file to include type of money tendered (cash, check, credit card, pre-paid).

•Made various changes to the deposit and work order completed functions.

•Set up options so 'automobile' type of work orders can be turned of to make the system more generic for other types of work orders (Upholstery, computer, boats, or any other types of repair shops).

•Created all new backup program that compresses ('zips') all the data files together then copies it to your favorite device (jump drive, external drive, hard drive, etc.) all automatically. You can even set it to upload to your ftp folder. It keeps 7 days of backups (day_monday.zip, day_tuesday.zip, etc.)

•Added an Invoice 14 for Carl.

 

 

Version 4.2.13

 

•Added Invoice 15 (Canadian)

 

 

Version 4.2.14

 

•Did some changes to the X-Charge Credit card processing

•Added Un-Do for deposit

•Updated Canadian options

•Expanded all category fields to be 40 characters

•Made 'Supply Charges' variable, so they can be called anything

 

Version 4.2.15 - June 4, 2012

 

•Added SMTP Email Setup so we can add Email options to the program

•Added a message button to each Work Order screen. This allows you to send an instant Email, or Text message to the customer. You can send up to 1000 characters via Email, or 140 characters via Text message. The customer must be preset to use either Email or Text message. If they are using Text message, they must have a valid cell phone setup, and a valid carrier setup in the carrier area.

 

Version 4.2.16 - June 8, 2012

 

•When printing work orders, there is an option to print to the screen, printer, pdf, or Email the pdf to a customer. The customer must be preset with an Email address in order for this to work.

•There is now a setup where PDF's are stored on your computer. Any PDF's that are created from an invoice, or created from an invoice that was sent via email will be stored in this area. You can setup this area or folder in the Company Setup form.

•Work Order Invoices 14 and 15 currently work with PDF's and Emailing the PDF's.

 

Version 4.2.17 - June 27, 2012

 

•Added Insurance Information to Each Work Order.

•Added a backup and restore for parts in the Import/Export program. When you are importing multiple parts from multiple vendors, you can backup in between each import, effectively giving you a way to undo an import.

•Changed the import to automatically overwrite the category and vendor when the record already exists in the parts inventory. The cost and retail are updated if you check the 'update retail' box.

•Added a sped up import, however all other DW programs on all computers must be closed to give the import program exclusive access to the files. This speeds up the import at least 100 times faster.

 

Version 4.2.18 - August 20, 2012

 

•Added a technician field to work order Parts, to be used later for commissions and other reports.

•Added technician to parts on browse of parts in a work order.

•Added technician to parts on invoice 15.

•Added wholesale labor rate and wholesale markup to setup area.

•Added marker to mark a customer as a wholesale customer.

•Added 2nd Retail price to Parts Inventory for use for wholesale customers.

•Added 2nd Labor rate to Labor list for wholesale labor customers.

•Added Password to technicians.

 

Version 4.2.19 - August 22, 2012

 

•Added - Made Invoice Labor to get wholesale labor rate if customer is wholesale customer.

•Added - Made Invoice Parts price to get wholesale price from Parts Inventory if wholesale customer.

•Added - Setup Customer field to select wholesale or retail customer.

•Added - If you setup a work order for a certain Technician, tech will automatically be added to labor and parts items.

•Changed - In invoice labor items, if you click on the Time button, the current decimal time will be passed to the minutes time. Decimal minutes are retrived from the hour/minutes time window. This allows you to put in Hours and Minutes and Calculate the decimal minutes.

•Changed - Commissions will be calculated from each technician, instead of from the company setup. This give the program the capability of having different commissions based on the technician.

•Changed - The technician form looks better, and now has both a labor commission and parts commission.

•Added Wholesale labor rate to main labor list editing form.

•Added ability to simply type in the part number under the parts tab, and the part will be added automatically.

•Added checkmark so you can determine if the quantity screen shows up when adding parts by part number.

 

Version 4.2.21 - October 17, 2012

 

•Added Serial numbers to inventory items. You can have unlimited serial numbers per item. Serial numbers are related to the inventory items, but the also have the work order number if you sold it through a work order, and a customer number, and dates sold.

•Added serial numbers to parts for the work order. You can just type in the number, or look it up if the part came from inventory.

•Added code to allow you to type in a serial number for a work order part, and if it's an inventory item, it will automaticall add it to the serial number file.

•Added a serial number lookup file so you can see all serial numbers.

•Added manufacturer to the inventory record (optional).

•Added manufacturer to work order parts records (optional).

•Changed the inventory edit screen to be bigger, and reordered some items.

•Changed the work order parts screen to be bigger, and reordered some items.

•Made the inventory and work order parts description field 40 characters instead of 30.

 

Version 4.2.22 - November 28, 2012

 

Made changes to Accounts Receivable including

•Changed lookup screen for customers invoices. This has some new features built in.

•Added a Balance only button for viewing all customers.

•You can now make a payment from the invoice viewing screen.

Adjustments to the Work Order parts screen:

•Moved some fields so they were easier to view

•Changed all lookup buttons to a folder icon

•Made the Vendor Field check to make sure that vendor is in the vendor file. This gives the data good consistency for reports later on.

•Added a Vendor Lookup button.

•The Manufacturer field and the Serial number field can now be skipped when tabbing, or just hidden.

 

Version 4.2.23 - November 30, 2012

 

•Allowed work orders with a Zero Balance to be processed normally, and transferred to completed.

•Display Labor Time on the work order in decimal hours up to the 100th of an hour.

•Change the 'Time' feature on a labor item to return the decimal time rounded to 1/10 of an hour as an option.

 

Version 4.2.34 - Dec 2012 - March 5, 2013

 

•Adjusted many more screens for size.

•Added the Leditor, Email Letter editor and sending program. You can create unlimited lists by querying customers, then send to those lists. This is an Add-on program.

•Added 2 fields to the customer to be used for queries, you can put anything in those fields.

•Added a user date field so you can put a date in the customer that is not updated by the software.

•Added a Last Date, and First date, these will in the future be updated by the software automatically.

•Added Program Update menu for Windows Vista, 7, or 8 under the file menu.

•Now when adding a deposit that is greater than the balance, the extra money will be added to the customer pre-paid. This money can be used by any invoice later when paying for the invoice/work order.

•Added sample PDF's for all the work orders on the website, and a menu item to take you to that webpage, under setup. The all_wo.PDF has all work order invoice samples.. page 1 is invoice 1, page 2 is invoice2, etc.

 

Version 4.2.35 - March 11, 2013

 

•Fixed Cell phone# to show up correctly in the browse windows.

 

Version 4.2.40 - March 28, 2013

 

•Changed all part numbers, in all files (Parts, Work order parts, order, partshistory, PO Request, serial number file, sales file, and packaging file to be 30 characters instead of 24. Some reports will not show all 30 characters.

•Added a location file for looking up the location in the parts file. This may be a bother if you have filled out many locations, however, this will make the locations consistent and trustworthy.

•Added a utility to add locations to the lookup table (only do this once).

•Changed the 5 user defined string fields to be 30 characters instead of 10. These are attached to each work order so you'll have those extra fields that you define to use on each work order.

•The Work Order memo is now 2000 characters instead of 1000.

•Added a 2000 character extended description to the parts and the inventory.

•Added Invoice 17 which will print the extended description.

 

•The Import program now has an automatic backup facility. This way if you have a problem when importing your parts, you can restore from the last (or one of the last several backups). A new backup for the inventory, or customer file, is done everytime you do an import. There are also warning screens that display.

•Fixed the Letter Editor (Leditor) to cancel correctly when doing a query.

•Added the Subject and category to the normal Letter editor (Under Marketing/Make Letters).

•Added an option for Emailing Invoices (or estimates or WIP's) to customers. Now you can put in your own subject line, and text so the Email which has the attached PDF Invoice can be changed.

•Added an Option for When you Email invoices to choose a pre-made letter from your letter editor. If you have Leditor, you can also use HTML letters. This also includes mail merge, so your letter can have some personal information, like the customers name, company name, whatever you wish to setup.

•Now, when selecting customers in Leditor, the query can also search by the vehicles information. For instance you could choose everyone that had a certain make, model, engine size, or anything else in the vehicle record.

 

Version 4.2.42 - May 9, 2013

 

•Added - Unlimited Pictures to each work order. The pictures can be set in a certain order and are stored in the images folder.

•Changed - The customer company name is now 40 characters instead of 30.

•Changed - The labor list lookup now has the short description as well as the labor detail.

•Added - Invoice to Report Manager (the Report Writer). Right now it's beta. This will allow us to create many invoices that you will be able to modify to suit your needs.

 

 

Version 4.2.43 - May 23, 2013

 

•Changed Deposit and Return Deposits to work better.

•If you put a deposit on a work order, it simply applies as a payment. However, if you put a deposit on a work order that is greater than the balance, the extra money is applied to change or a pre-pay amount that is stored in the customers account.

•If a customer has a pre-pay, you can return it separately. A Return Pre-pay button will display at the bottom of the work order browse screen.

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•The deposits show up in the cash file under deposit, or returned deposit, unless the deposit is greater than the amount of the invoice total. That extra amount is added to the Account field in the cash file, because the money is put on account (think bank account and you're the bank).

•Fixed AR to show payments on AR. Payments should not be made in AR at this time, it is a one way street, you make all transactions in the Work Order section.

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•Changed AR, so if it is on, all transactions are recorded in AR. Note that there will only be one line item for each work order, but there may be multiple payments. Deposits do not show up in AR, as the invoice in the AR side doesn't get created until the invoice is completed (whether or not a full payment is made).

•Fixed several reports that had the phone numbers display incorrectly.

•Added a Pre-Paid field to the cash file. This is to be subtracted from the sales for the day to give an actual cash balance for the day. For instance, if someone prepays (by making a deposit) on an invoice, then when the invoice is completed, the full sales amount shows up in the cash file, but the pre-pay needs to be subtracted, because you may not have gotten the complete sales amount today... you got the sales amount minus the pre-paid amount. This way, a person can pay for their invoice by using deposits, then when you complete the invoice, it will show the sales, but no balance in your cash drawer.

•At this time payments should NOT be made from AR, rather, do all transactions on the Work Order side.