All Order's Add ons

April 8, 2016 at 3:18 PMThomas Riemann

Welcome back to the NumberCruncher blog! I hope everyone is have a great week! Today I would like to talk about an add on to the All Order's software called All Order Mobile. All Order's mobile extends inventory management into your warehouse. This will allow you to increase your efficiency in the warehouse by decreasing mistakes made. All Orders Mobile by NumberCruncher extends inventory management into your warehouse and lets you take full advantage of barcode label printing within All Orders. To me, this add on really makes our inventory system the best inventory software on the market. Just a little bit of background on myself. I use to manage a warehouse. When I was in that field, we didn't have any bar code scanning or a real time inventory management system like All Orders. Which made my job much more difficult. Adding bar coding to your company will save a lot of headaches going forward. Imagine doing your inventory count's on a hand held device, scanning instead of physically counting. I would of gave anything for this system! Now let's talk about All Orders Mobile.

All Orders Mobile by NumberCruncher will make your warehouse operations more efficient! All Orders Mobile is installed on Windows based devices. It can connect wirelessly to your All Orders database and download sales orders to be picked, purchase orders to be received and counts. Once a sales order is picked the picking information will be uploaded in real time back to the All Orders database an automatically create a Ship Doc. Similarly, once a purchase order is received through All Orders Mobile, the information will be uploaded to All Orders and a Reciever will automatically be created. Finally, All Orders Mobile will update your count in All Orders with new quantities.

  • Pick Sales Orders
  • Receive Purchase Orders
  • Perform Inventory Counts
  • Find Location/Bins of Inventory
  • Move Bins
  • Adjust Inventory
  • Transfer inventory.

Check out our Intro video on All Orders Mobile by clicking here. We also have more video tutorial's showing how to perform a Sales Order, Receiving a Purchase Order and performing an inventory count.

Well that is all for today! I hope everyone has a great weekend! Make sure to contact us if you have and Questions. support@numbercruncher.com or call us @ 866-278-6243.

New feature - Custom Messages

March 18, 2016 at 3:05 PMThomas Riemann

          Good afternoon! Happy Friday everyone! As you guy's already may know, we recently released a new version of the All Orders software, Version 6.2.3. I recommend everyone download this update. We believe that All Order's is the # 1 Inventory System on the web today! We strive to come out with these updates as frequent as possible to improve our Inventory System and add key features that you may have requested. Speaking of requesting features, have you seen our feature request on NumberCruncher.com? Now our software has many many features but let's face it, as smart as we are, we can't think of everything. So if there is anything that is not in the All Order's software currently, submit a feature request! Not every feature will be able to make it in but if it gets enough user votes, you may see it in the next update!

          Ok, let's get to the point of this post. Let's talk about a feature that many of you have requested, Custom E-mail templates. To get to this new feature in the newest update, go to List - Profile Lists - Sales - Custom Messages. This feature will allow you to add a custom message when you are e-mailing the invoice to a customer. When creating a new custom message, you now have the ability to select which report you would like this custom message to be associated with. For instance, let's say you are e-mailing a Sales Order report to a customer, you can create a custom message to appear every time you e-mail that Sales Order report to the customer. Every time we e-mail this to a customer we want it to say Thanks for your business! Have a great day. We would simply put that in as a new note and simply select which report its tied too below. Additionally, we can add selected information to be displayed in the custom message. Similar to our reporting system, we can add fields to this custom message. Lets say we want all the item's on this sales order to appear in the e-mail as well. We would simply add this field like this: [ITEM]. Since we have multiple line item's on the sales order, were going to tell the system to bring all those item's into the e-mail. We would set this up like this:  [LINE][ITEM][/LINE]. What that will do is list all the item's on the report. I have created an example of a complete custom message:

Shipping Notification

[SHIPDATE]

Number Cruncher Inc.

123456 Street Road

Hollywood, FL 12345

Phone (000) 000-0000 Fax (000) 000-0000

Billing:

[BILLADDR1]
[BILLADDR2]
[BILLCITY], [BILLSTATE]  [BILLZIP]
[BILLPHONE], [BILLEMAIL]

 

Shipping:

[SHIPADDR1]
[SHIPADDR2]
[SHIPCITY],[SHIPSTATE] [SHIPZIP]
[SHIPPHONE] [SHIPEMAIL]

Dear [CUSTOMER]

Your order [DOCNO] shipped [SHIPDATE].

Here is your tracking#: [SHIPDOCREF]

Item: [LINE][ITEM][/LINE]

          Stay tuned for next week's blog post! I will be going over why our software is the best inventory software out on the web. I will be going over some of the features All Order's has that many other inventory software might not include. Well, I hope you guy's have a great weekend! Talk to you Soon!

Update: Version 6.2.3

March 4, 2016 at 3:42 PMThomas Riemann

Hello everyone! Welcome back to the NumberCruncher Blog! I hope you got a chance to check out our previous post about the Consignment's Feature within the All Orders software. If your company does consignment's and you would like to learn more about this feature, please check out last week's post below. Today, I would like to go over a new update, Version 6.2.3

Added - Create Custom Messages for emailing forms and include place holders for data to be populated upon emailing.
Added - Preference to have lot/serial #s scan mode auto on for all documents.
Added - Images can now be added to labels in the same way they are added to other reports.
Fixed - Click Save & New after creating a new lead would jump into the screen to create a new customer instead of a lead.
Fixed - Generating documents that required custom fields from repair orders causing errors.

In Next week's blog post, I will go over our new feature that came with this update. Custom Messages for emailing forms. Well, that is all for today. I hope you guy's have a great weekend! Remember if you have any questions, head over to our website. As always you can always e-mail customer support at support@numbercruncher.com or call us (866) 278-6243.

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How to return Item's from the Consignment.

February 29, 2016 at 3:36 PMThomas Riemann

Hello, and welcome back to the NumberCruncher Blog! Hope all of you are doing well and you business is thriving! Today I would like to continue to talk about a feature in All Order's called Consignments. I left you guy's hanging last week and only show you how to ship those item's to the customer from the consignment. Today, I am going to tell you how to get some of those item's that didn't sell back in stock from the consignment screen.

So you have sent out those item's now it's time to get some of those back. You will want to create a brand new consignment. Enter the same customer you shipped those item's to. Before I had you enter in the QTY you wanted to ship to the customer in the Ship Doc column. This time you will update the QTY you would like to receive back into All Order's. You can do that by entering the QTY into the Return Column. Once you have entered the necessary qty to be returned, go ahead and go to Activities - Finalize. This will create received doc's for those item's. This process is very similar to what we did last week.

Well, that is all for today. I hope you guy's have a great week! Remember if you have any questions, head over to our website. As always you can always e-mail customer support at support@numbercruncher.com or call us (866) 278-6243.

 

 

What is a Consignment? How do I ship out item's?

February 19, 2016 at 3:50 PMThomas Riemann

Hello, and welcome back to the NumberCruncher Blog! Hope all of you are doing well and you business is thriving! Today I would like to talk about a feature in All Order's called Consignments. You might be asking yourself "What is a Consignment?" Consignment is the act of consigning, the act of giving over to another person or agent's charge, custody or care any material or goods but retaining legal ownership until the material or goods are sold. 

We have a perfect feature in our system for this. To start a new consignment, go to Sales - New Consignment. But lets not get ahead of ourselves. Before we get that started, you will want to make sure you set up the default location for the specific customer. You can do that by going to the customer screen, clicking the Shipping Info tab, and selecting that default location. You will want to make sure you set that location to the location where your quantity is. The reason why you have to set that up before is because only those customers with the default location set will appear in the drop down. Ok, back to the consignment. Once you add a customer and a location, all the items in that location will populate. You can use the filter tab to filter for a specific item on the list. This is where you will be able to pick and choose what item to send and how much QTY to send. You will enter this info under the ship doc column. Once you have selected that information, we can go ahead and go to Activities - Finalize. Now a Ship Doc will be created for that customer for those items. Next week, I will talk about how to get those item's that didn't sell back from that customer. Stay tuned!

Well, that is all for today. I hope you guy's have a great weekend! Remember if you have any questions, head over to our website. As always you can always e-mail customer support at support@numbercruncher.com or call us (866) 278-6243.

Understanding the Work Order

February 5, 2016 at 3:48 PMThomas Riemann

Hello everyone! Welcome back to the NumberCruncher Blog! I hope you got a chance to check out our previous post about Lot/Serial numbers within the All Orders software. If your company keep's track of Lot/Serial number's and you would like to learn more about this feature, please check out last week's post below. Today, I would like to talk about the productions side of thing's. I would like to briefly go over our Work Order feature.

If there's a production aspect of your business, and you're creating new items out of singular components (raw material's), then you're likely to use our key feature, the Work Order. Work Orders include to major aspects of production: Part and Processes. Every Work Order will consist of a number of Steps/Operations. This will describe the labor and manufacturing involved with producing the item in question.

Step/Operations can contain one or more components. These items will go into producing the finished good. This is a great way to keep track of inventory of your raw materials/components. When you start the Work Order process, each step will have a status, which can have the following values:

Waiting: Components need to be allocated. You can enter quantities directly into the Allocated column of the Component List, or use ‘Pick All’ or ‘Pick Select’ to automatically allocate components based on available quantities.  All components must be allocated before status can be changed to ‘In Production,’ unless you have the ‘Allow status forcing’ option selected in Preferences.

Ready: All components have been allocated and the step is ready to be placed into production.

In Production: The step is currently is being worked on.

Finished: Production is finished for the step.

You can also assign time to these steps. Maybe you are adding labor cost, and you want to be able to track how long it takes to complete each step so you can add the correct amount to labor.

You will aslo have a number of Work Order related commands on the toolbar. You can get to these commands by the activities drop down menu. Let me go over them with you:

Finish all: This will automatically finish all steps, provided there's enough allocated inventory. Additionally, you must have Status Skipping enabled in your Work Order Preferences for this command to work.

Restart: Starts the Work Order over from scratch, setting the Produced field back to zero and resetting all steps back to Ready status.

Split: If you have already completed at least one assembly (and have the inventory available to produce the remaining total ordered), you can split off the remaining unfinished assemblies into a new Work Order so that you can bill for the ones you've already produced.

Pick Selected: For the selected step, All Orders automatically fills the Allocated column with available stock.

Pick All: For every step in the work order, All Orders automatically fills the Allocated column with available stock.

Flatten: In the case of a multi-level Bill of Materials, you might want to do a single Work Order, listing all the components of the entire hierarchy as though it were a single Bill of Materials. This button allows you to do that. In order for the Flatten function to drill down to the components of the sub-assembly, the sub-assembly must be parked as a ‘Phantom BOM’.

Drill Down: In the case of a multi-level Bill of Materials,  Drill Down will to automatically create the chain of work orders for the top level item's sub-assemblies.   All work orders that are part of the chain will have the same Drill Down Ref being the work order # of the top level item.   You can filter the work order list to by Drill Down Ref to view only the work orders in the drill down chain.

Create Linked Purchase Orders: Opens the Reorder Analysis tool, allowing you to place orders for components required directly from the Work Order.

Create Linked Work Orders: Allows you to create related work orders in order to produce components that are sub-assemblies.

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Lot/Serial Numbers

January 29, 2016 at 9:20 AMThomas Riemann

Hello, and welcome back to the NumberCruncher Blog! I hope you guy's enjoyed some of those articles about our fantastic program, All Orders. If you haven't checked those out yet and are still on the fence about making the switch to All Orders, make sure you scroll to the previous blog post!

For today's post, I will be addressing Lot/Serial #'s. Tracking Lot and Serial #'s allows you to specifically track the movement of a particular item within your inventory. A lot of companies in the food industry and electronics will use Lot and Serial #'s. Normally, you wouldn't be able to differentiate between an item that was purchased a year ago and an identical item that was purchased 2 days ago. That's why its important to assign your items with a Lot or Serial number, so you can effectively track that item's movement. Another great thing about Lot/Serial #'s is that it will allow you to also track expiration dates.

In order to enable Lot/Serial #'s in All Orders, proceed to the Item Editor and select the "other" tab. You will see a check box "This item has lots or serial numbers. Make sure that is checked to assign a lot number to it. If you already have some Lot or serial numbers for items, but they are not in All Orders, you can use our LotSerialNumber.xls import sheet to get them into the system. You can find all our import sheets by following this patch in your machine: C:\Program Files\NumberCruncher\All Orders\Import. These are some of the very basic's of the Lot/Serial # feature in All Orders. In future blog post's I will be diving deeper into some of the basic features in All Order's.

Well, that is all for today. I hope you guy's have a great weekend! Remember if you have any questions, head over to our website. As always you can always e-mail customer support at support@numbercruncher.com or call us (866) 278-6243.

All Orders!

January 22, 2016 at 10:44 AMThomas Riemann

Welcome back! Hope everyone had a great week! I know some of you guy's that live up north are getting hammered with some pretty intense snow. I feel your pain, I was born and raised is South New Jersey so I know how a snow storm's can destroy a mood. I guess since you guy's will be snowed in all weekend, you might want some good reading material. Well, recently in the past 2 weeks, All Orders has been featured on http://www.intuitiveaccountant.com. They have written a great article about the All Orders program that I would love for you guy's to check out.

That isn't all, All Orders is now on appcenter.intuit.com. Click the link to see an over view of the All Orders program and how it works with Quickbooks. Take a look at our pricing, as you can see we offer training hours based off how many user's. We also include unlimited technical support and software upgrades. To find out more about our program please visit us, NumberCruncher.

Well that is all for today's blog. Make sure you check out those links so you can read up on all our key features! Next week, I will be back talking about some of our smaller features within the All Orders software. Get ready to learn about Lot/Serial #'s on Next weeks Blog! Everyone, if you are getting hit with snowy weather, please be safe out there!. Till Next week! Farewell!

 

All Order's Basic Feature's

January 15, 2016 at 8:06 AMThomas Riemann

Welcome back to the NumberCruncher Blog! Happy New year!! Ok, I am a bit late on wishing you guy's that but better late than never. I hope this year goes even better for your company then last year did, even if last year was a great year. Hopefully by now you have purchased the All Orders program and we are contributing to that success. If that's the case, please post a comment and tell us how the All Orders has helped your business advance!

Today I would like to focus on some of the key features used in the All Orders program. Most of you know about how easy it is to create a Sales Order and a Purchase Order in All Orders. Those 2 features are much easier to use in All Order then it is to use in Quickbooks. Let's talk about a key feature in All Orders that Quickbooks does not have, the Work Order. If there's a production aspect of your business, and you're creating new Items out of singular components, then you are likely to grow familiar with this feature. What that means is, the work order allows you to take your raw materials and create a finish product. How does that benefit your company? This will allow you to keep track of the raw material inventory levels. Quickbooks does not offer anything like that. Another cool feature that the work order will allow you to track of are the steps. You will be able to add steps to the work order allowing you to see exactly where the finished product is in the production. If you build a work order from a sales order, the steps will allow you to inform the customer exactly where the product is. If you are not familiar with the Work Order process, please head over to our support page where our video tutorials will give you the basic overview on how to use the Work Order.

If you would like a member of the NumberCruncher team to train you remotely on any of these features, Please let us know by calling (866) 278-6243. If you are still in the phase where you are not sure the All Order software is right for your company, you can always try the software out for 30 days completely free! Signup for your free trial TODAY!

Well, that's all for today. Everyone Enjoy your weekend! Always remember the NumberCruncher Support team is here for you when you need us!


TOM


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How to Perform a Bin Move

December 31, 2015 at 9:04 AMThomas Riemann

 

Hello! I hope you and your family had a great holiday! I know I enjoyed my first Florida Christmas! It was great to go to the beach on Christmas day! Anyway, back to things at hand. Last week we talked the basics about bins. Today, I would like to address how to perform a new "Bin Move". A bin move is a great feature and I find a lot of our clients use this frequently. 

If you need to transfer qty from bin to bin, you can use our newest feature called a Bin move. You can start a new bin move from the Warehouse menu – New Bin Move. This will prompted the bin transfer screen. Enter the location and the date of the transfer. There are 2 ways to move your bin quantities, you can move one item at a time or Move an entire bin. To move one item at a time select select that option. This selection will allow you to move a specific item and quantity. Select the bin from and the bin to and select one item, lot/serial #’s and enter the qty to transfer. One note to make, when you select your from bin, the total quantity in the bin (of all items) is listed.

Once you have selected the item, the total quantity for that item in that bin is listed. You can use that to determine the qty that you will transfer. Click add and your entry will be listed below. Repeat the steps for multiple items. The second way is to Move an Entire bin, you can do this by selecting the Move entire bin option. This will move all items and quantities from on bin to another. Select the bin you will transfer from and the bin you will transfer to. The total inventory in that bin will be selected, Click add and it will list all of the items located in that bin.

You can delete the line items that you do not want to transfer by clicking the red X on the line item.

Lastly, you can click Create Transfers and a new Quantity Adjustment screen will open. Remember no quantity is adjusted, you are just moving one bin to another.

In my years of being a Warehouse Supervisor, we had over 200 bins. The inventory warehouse software that we were using at the time did not have a feature like All Orders does. This feature would have made life a lot easier for me. Remember if you have any questions or concern's the NumberCruncher team is here for you. Please give our customer support line a call - (866) 278-6243. You can send us an email also - support@numbercruncher.com. Have a great New Year!! Here's to 2016! Best of luck!




Tom