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<< Click to Display Table of Contents >> Version4.8 - 2016 |
  
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<< Click to Display Table of Contents >> Version4.8 - 2016 |
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Version 4.8.xx - January 6, 2016
Version 4.8 is the new version for the beginning of 2016. Happy New Year!
For 4.8 & 4.9 (2016) we made:
•Additions: 83
•Changes and Tweaks: 39
•Fixes: 24
For 4.8 (First half of 2016) we made:
•Additions: 66
•Changes and Tweaks: 36
•Fixes: 18
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For 4.9 (Second half of 2016) we made:
•Additions: 17
•Changes: 3
•Fixes: 6
Version 4.8.00 - January 6, 2016
•Changed the copyright to 2016.
•Added SendTo to the Reminder List so you can print the list of reminders.
•Added: H and W to front of Home Phone and Work Phone respectively in invoice 16.
•Added: Capability to change the RO#. Use this sparingly. To use, open an RO and hold the Control key and right click on the Select Vehicle button.
•Added more help.
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4 Additions, 1 Change
Version 4.8.01 - January 20, 2016
•Changed: Vehicle or Unit pictures when selected from a different folder or computer other than the default folder in the company setup will prompt you to copy the picture to the default folder. This gives the program the ability to automatically copy all pictures to one folder or computer on the system. (It is your responsibility to backup those pictures). If the setup contains no default images folder, then the program will not ask to copy the picture.
•Added a Date Paid field to the parts in the RO. When adding a deposit, any date paid fields will get filled in with the current date and time.
•Added a Date Paid / Part number sort to the parts in the RO. Right click on the R (Renumber) button to see all sort options. These sorts basically change the order of the parts using the sequence number so they will stay in that sequence, and print on all invoices in that sequence.
•Added invoice 22 which is identical to invoice 16, but has the date paid field.
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3 additions, 1 Change
Version 4.8.02 - January 26, 2016
•Added: Security to the job log. If at a low level of security, the technician cannot edit the date and time in after they have been filled in, and cannot enter the date and time in or out except by pushing the login or logout time button(s).
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1 Addition
Version 4.8.03 - February 2, 2016
•Added: YouTube lookup and bookmark in component form.
•Added: YouTube Lookup and Bookmark field in Labor list and RO labor items. This lets you assign a youtube video to a labor item that you can play later.
•Added: Body number field to vehicle/unit record.
•Changed: Body number, SubModel, Color, Unit/Tag are now all user defined. This means you can change the name of the fields to something that works for you. See the help under vehicle/unit for more information. These fields can be defined under company setup, Select Biz Type.
•Changed: Invoice 16 and Invoice 22 now have the Tag# as a user defined field.
•Added: Button (above RO Screen) to edit vehicle/unit record.
•Changed: Updated help.
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•To Try out new remote support option:
or for Don...
4 Additions, 3 Changes
Version 4.8.04 - February 12, 2016
•Fixed: Wholesale Markup and Price now work in the Inventory.
•Added: Report capability in Report Manager to create Cash History Reports.
•Added: Locator viewer at top of List Parts (Inventory) lookup... this displays what you are typing as you type in a part number or description.
•Fixed: When selecting a YouTube Video for bookmarking in the labor, you no longer have to right click and copy the URL, just click on save and close and the current URL will be saved.
•Added: Locator viewer at top of List Parts (Inventory) Browse.
•Changed: If you have 'Assume Internet is On' and 'Auto Check' both on in the Company Setup under Each Computer, the program will check for update codes automatically. It will only do it once a day, so if there is a problem (like your internet was down and it couldn't connect), just go back into the program and update manually.
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3 Additions, 1 Change, 1 Fix
Version 4.8.05 - February 16, 2016
•Fixed: Profit Reports Retail totals for Special/Other showed cost, not retail.
•Changed: Allowed change of customer ID's. This is for emergency only. Call us first. Go to Main Customer Lookup from main menu, edit customer, Hold Control and Right click on help button. This will change the Customer ID in the Customer record, RO Record(s), Vehicle(s)/Unit(s), and Reminder(s). It will not change customer id's in the cash, cash history, customer selection, EList selection tables, or customer payments.
•Changed: When dragging an Item from a PO to the transfer button, you can now cancel the transfer.
•Changed: When dragging a PO# to the Transfer Button, the Transfer Button now displays the Vendor Name.
•Changed: When dragging an RO part to the PO table (in the RO screen), if no PO# has been selected, the program will no longer ask if you want to change the vendors. This way you can create an order list under PO# 0, then sort it all out later when you place the orders from the PO system.
•Added: You can now create a PO from a PO# 0 by dragging the order item to the PO Add Button. This also transfers that order item to the new PO.
•Added: Feature to allow you to sell units/vehicles by linking the part serial# with a unit/vehicle in the master unit/vehicle database. Then, when the RO or Point of Sale transaction is completed, the Master unit/vehicle will be copied to the customers unit/vehicle.
•Changed: Serial numbers for one part can only be added once. If you try and add the same serial # for a particular part number, you will get an error.
•Changed: Updated help for serial numbers.
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2 Additions, 6 Changes, 1 Fix
Version 4.8.06 - March 1, 2016
•Added: Labels to Inventory utility to print barcodes with prices or just prices (along with descriptions and part numbers)
•Added: Ability to override tax1, tax2, or both taxes in the part for the RO. You can set this up in the inventory and it will copy the setting to the RO Part. So, if a part is taxable for Tax1 as an example, you can make that part non-taxable one time.
•Change: There is now an option to make labor non-taxable if there are No Parts, OR, if there are no parts AND no special items. This is a company setup option, not a labor option in the labor tax exemption.. that's coming soon.
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2 Additions, 1 Change
Version 4.8.07 - March 8, 2016
•Added: Spell Checker to Labor memo under Repair Order.
•Added: Spell Checker to Labor Description and Labor Memo for Labor list items.
•Changed: Built-in Invoice 16 shows taxes and tax names as blank if the tax percentage for that tax is zero in the company setup.
•Changed: Screens in Letter Editor to work better. Made sure spelling checker woiked. (Did you catch that?)
•Added: Remote Support links to Main Menu under Help Menu.
3 Additions, 2 Changes
Version 4.8.08 - March 15, 2016
•Added: In Inventory Utility you can select which Quantity you want to duplicate barcodes or price labels for (when it copies to the temporary file), either the actual current inventory quantity, or the quantity you can change on the Inventory List.
•Change: Deleting an estimate could cause inventory to be changed for items that were brought in from the Parts List. Estimates no longer affect inventory.
•Change: Cloning didn't always clone an RO completely. This has been fixed. You will need to run the Fix Data program and run the Renumber WO Parts, WO Labor, and Wo Special items. This adds a unique number so future enhancements will work correctly, including Cloning and Splitting RO's.
•Fixed: Cloning now updates parts that were selected from Inventory.
•Changed: You can now clone an Estimate to an Estimate, a WIP to a WIP. Completed or Diagnostic RO's will clone to an Estimate.
•Added: Ability to Split an RO. You can cancel Parts, Labor, or Special items, then the program will ask to Split the RO. At that time the Canceled items will be copied to a new RO as an Estimate, and the original RO will have those canceled Parts, Labor or Special Items removed.
•Added: If you transfer an Estimate to a WIP, the canceled items will no longer be canceled.
•Fixed: Company setup under taxes.. Zero Labor Tax option had no way of turning it off if you played with it... it now has an N/A to turn it off.
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3 Additions, 3 Changes, 2 Fixes
Version 4.8.09 - March 30, 2016
•Added: Alert if there is something in the customer memo when you bring up a customers RO. This can be turned on/off in the Company Setup under Other Settings.
•Added: Alert if there is something in the unit/vehicle memo when you select a unit/vehicle for a customers RO. This can be turned on/off in the Company Setup under Other Settings.
•Added: Report to Report Manager. This report prints by date technicians charges by multiplying the labor hours to the technicians hourly rate. It assumes one technician per labor item. Since this is in our Report Manager (a report writer), you can copy this and change the formulas and change fields on the report.
•Added: Split RO now has a new button so it can simply delete the canceled items from the RO instead of transferring the canceled items to a new estimate.
•Added: On the RO screen if you have some canceled items (items marked with the Blue Asterisk), you can 'unCancel' them by right clicking on the Split Icon.
•Added: More help and a video to explain the process to Split RO's.
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Version 4.8.10 - March 30, 2016
•Fixed File that was missing during testing.
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1 Fix
Version 4.8.11 - April 1, 2016
•Added: Interfaced to our new Mind Control Headset or (MCH). You are now able to build a complete repair order just by thinking. However, you must precede your thought with the following, New RO, New Labor, New Part, or New Special. After that, you can just think of the part number or description and it will be added. For labor items, you can guess how long it will take, and think about the work you must do, However, when you're done thinking about it, you must think that you're done. Amazing what we are capable of on April 1st!
•Fixed: Width on Parts Browse inside the RO needed to be adjusted so you could see the Checks or Lights on the right when the scroll bar is there.
•Fixed: If you 'UnCancel' items using the File Button during a split, the program would still ask you to split the RO, now it does not.
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2 Fixes
Version 4.8.12 - April 6, 2016
•Added: Sort capability to Special List under RO. Now you can move your items up and down in the list. If they don't work, try clicking on the R to renumber the items sequence numbers, then you can move items up or down. You can also right click on the R so you can sort the list in various ways, (Description, Category, Canceled). Canceled is a double sort, Canceled items, then descriptions.
•Fixed: All 3 sorts for Labor, Parts, and Specials now show the items sorted immediately.
•Added: Canceled sort to Parts sort. This is a double sort by Canceled items then part numbers.
•Added: Canceled sort to Labor sort. This is a double sort by Canceled items then Description.
•Added: Description sort to Labor items.
•Changed: Made Report manager invoices print in order of Special Items however they have been sorted in the RO.
•Changed: Made Standard Invoice 16 print in currently sorted order of Special Items.
•Added: Capability of adding and changing Job Names for Parts, Labor, Special. This will allow us to group by job name.
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5 additions, 2 changes, 1 fix
Version 4.8.13 - April 15, 2016
•Added: Capability to create Job Names from within the RO. Click on the Job Transfer button to Display the Job Name drop down list. Just type in a Job Name or click the down arrow to see existing job names.
•Added: Drag and drop items to the Job Transfer Button to add the Selected Job Name to that Labor, Part, or Special Item.
•Added: Right click on the Job Name Drop down to clear the job name.
•Added: Button to the right of the Job Name Drop down. When clicked it shows only items pertaining to that Job Name.
•Changed: Show Cancelled Button at the bottom of the screen (displayed when the Job Button is on)
•Changed: When updating the program, the 'Ask for Backup' screen is displaying in the background... now, it shouldn't.
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4 additions, 2 changes
Version 4.8.14 - April 25, 2016
•Fixed: When using the Job Names in the RO, it was asking you to split the transaction whether or not there were cancelled items.
•Fixed: Email field was not allowing you to enter more than 35 characters. Now you can enter 80.
•Added: Vendor Changing button to Inventory Utility to allow you to select certain inventory and change vendors.
•Added: Security for Deleting Repair Orders. Default level is level 7 which you can change in the security levels area under setup.
•Fixed: Vehicle/Unit screen should now resize correctly.
•Fixed: Labor screen should now resize correctly.
•Fixed: Cash Drawer# was not showing up in the cash transaction records.
•Fixed: User Name (when using the login) was not showing up in the cash transaction records.
•Added: Setup under Each computer now has the cash drawer# field to set the cash drawer# for the computer.
•Changed: Cash Drawer# in the Reconcile Cash screen can be changed so the reports reflect that cash drawer, and it changes back to the original cash drawer# when you exit the screen.
•Added Email capability for the cash summary report.
•Changed Cash Reports (detail and summary) so when it creates a PDF when either emailing or when you click on the PDF button, the name will reflect the cash drawer#. This will be helpful if you want to archive the cash summary or cash detail reports. The PDF name CashSumReportDrawer002-20160420.pdf would indicate it is the summary report for cash drawer 2 and was created on April 20, 2016. The date is 20160420 so when you look at a sorted list, it will be in chronological order. (If you don't care about cash drawer#'s just purge it and the records will be copied to cash history where you can run the same reports NOT filtered by cash drawer#.)
•Added Serial#, Mfg, technician, and Job Name to the Parts History table. This way you can include those fields in the SendTo Report.
•Added: Clerk/User Login at Point of Sale Screen.
•Added: Ability to change Clerk/User on Point of Sale Screen.
•Added: Cash Drawer# to the Point of Sale Screen.
•Changed: If a customer is selected in the POS Screen, the Close Button no longer shows up.
•Added: If a customer is selected in the POS screen, there is now a button in the bottom right corner to select a new customer. You can also just click in the Customer ID Field at the top left corner of the screen.
•Changed: If you don't select a customer in the POS, and you look up an inventory item by the F5 Lookup or scanning in the item, instead of telling you to select a customer first (like it used to do), the program now gives you a price and stock check. Just click on the Item field at the bottom of the screen or click the F5 button WITHOUT selecting a customer.
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9 Additions, 4 Changes, 6 Fixes
Version 4.8.15 - April 26, 2016
•Added: Job Invoice 1. If there are any jobs attached to any items in an RO, then when you print an invoice and you have a Job Invoice# selected in the Company setup area, the invoice will print in order of jobs, first labor items, then all parts and specials, then the next job labor item, and all the parts and specials for that job. If there are no jobs in the RO, then the invoice for the RO will print as usual.
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1 Addition
Version 4.8.16 - May 6, 2016
•Added: Cross Reference Table for inventory.
•Fixed: Part numbers and Labor descriptions in the Packages weren't big enough to handle the part numbers and labor description from the inventory and labor list respectively.
•Added: Job name to the package. This way the package when used will bring in the job name for the special, labor, and parts. It is not required nor recommended if you are not using Job Names in the repair order on a regular basis as this can cause your invoice to print a Job Invoice instead of a regular invoice (if you have a job invoice selected in setup).
•Fixed: Cash Detail Report. The Subtotals by date were not getting reset so they were adding together.
•Added: Capability to take a physical inventory of your parts in the inventory utility. This allows you to create a list by scanning or typing in the part number, then you can print a report.
•Added: The inventory utility program can now update the actual quantity of the inventory items.
•Added: Button in the Inventory Utility to reset the temp quantities, this will help if you have a list to start with when doing your physical inventory.
•Changed: Inventory Utility browse can now be displayed in any field order, and can be sorted by clicking on the header.
•Added: Report Writer report for the inventory utility to show you temporary quantities (or scanned quantities), the actual inventory quantities, and the differences.
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6 Additions, 1 Change, 2 Fixes
Version 4.8.17 - May 10, 2016
•Added: Security for editing inventory
•Tweaked: Cross Reference
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1 Addition, 1 Change
Version 4.8.18 - May 18, 2016
•Added: Huggins Cross Reference Interface and Lookup.
•Added: Field in Inventory for UPC Code (up to 20 characters).
•Added: Location to RO Parts.
•Changed: When selecting a part from inventory, the location is copied to the RO part.
•Changed: Parts Pull List report now has the location and the UPC code.
•Changed: In RO screen, you can click on the Barcode button (below the parts list). If it is on it will look depressed and when you scan or type in a UPC, the program will search the inventory by UPC, otherwise it will search for a part number as usual.
•Changed: In Point of Sale screen, you can click on the Barcode button (below the parts list). If it is on it will look depressed and when you scan or type in a UPC, the program will search the inventory by UPC, otherwise it will search for a part number as usual.
•Added: In company setup under all Computer, an option to display the UPC Button, option to have it defaulted to ON in the RO Screen and the POS Screen.
4 Additions, 4 Changes
Version 4.8.19 - June 6, 2016
•Added: Category selection in the Inventory utility.
•Fixed: Status lights in the RO screen did not display the correct status description when highlighted.
•Changed: When adding a Parts, Labor, or Special Item by selecting from the associated lists, the new item will now be highlighted.
•Added: Clone button to Inventory. This will create an exact duplicate of the record and add it, with the exception that the first character in the inventory item number will have an asterisk '*' so you don't have a duplicate number. You can then edit that item right away.
•Changed: Huggins Cross Reference now looks in your inventory to see if that id number exists, and if it does, it will show that items current cost, list, and quantity.
•Added: First Name and Last Name fields to the main RO Browse so you can sort and search by those fields.
•Added: Ability to select a cross reference item from Huggins Boat Xref and add the ID number to your current inventory.
•Added: Select Path for Huggins Cross Reference in Company Setup.
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5 Additions, 2 Changes, 1 Fix
Version 4.8.20 - June 10, 2016
•More Tweaking to the Huggins Cross Reference. Added Filters and Reference Level selector.
•Note: When updating from a version earlier than 4.8.19 the main RO Browse might be messed up. This is due to adding the first and last name fields to the browse. To fix it, right click on the browse, click on List Formats, Format Setup, Delete All, Close. That ought to fix it.
•Changed: If you have an Email setup, on some computers the Email had to be 'Refreshed' each time to make it work. Now, the email will 'refresh' when the program first opens up.. we think.. it was never broken here, so we'll see. If you had this problem, let us know if it is fixed please.
•Fixed: For those that had multiple Email addresses, the default email was not selected automatically, now it is. The default email has an asterisk '*' at the beginning of the Email Setting Description.
3 Changes, 1 Fix