New Release - All Orders Data Import/Export Optimization

June 6, 2017 at 4:00 PMChad Moulder


RELEASE NOTES
 

All Orders 6.2.16

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What's New

Starting with release 6.2.16, All Orders has added features that will enable users to easily export/import and edit bulk information within the software.

This is was one of the most requested features from our users and was voted on at the "Creative Feature Session" at this year's CRUNCHTREAT.

In addition we have enhanced our tools for update BOMs in bulk, added multi line custom fields and more. Read on for the details!  

 

Export/Import

You will notice on various lists and entity editing screens throughout the system a new Excel Export button. Some of the more popular ares it is available in include the item, customer, vendor and price level lists. This button can be used to export the data you need into the same format as our standard Excel import templates. By doing this we eliminate the need for exporting data from reports and then copying and pasting into our standard import template. Now you can export, make the changes you need and then import all without having to copy and paste a thing!

 

Bulk Updating BOMs

We've added a new and enhanced screen that will allow users to bulk edit bill of materials (BOMs). Simply go to the Production menu and click on the Bulk Update BOMs button.From here users can easily add new components in bulk, remove components in bulk or replace existing components in bulk. Select the components and the assemblies and click Process to quickly and efficiently get all your BOMs in order!


Multi Line Custom Fields

Ever wanted to add a new custom field to have notes, comments, or store any other type of data that needs to have multiple lines? Now you can! When managing custom fields and adding or modifying a Text type of field a Lines box will appear where a number of lines can be entered for how many lines should be visible for that custom field. Once a number larger than 1 is entered it automatically turns the custom field into a multi line that can store as many lines as needed and the number entered will be how many lines are immediately visible on the custom field entry screen before the user needs to scroll down.


Customer/Vendor Notes

Now users can view notes and comments for customers and/or vendors while saving order documents.


Edit Custom Fields on read only Ship Docs

Now users can create and edit custom fields on shipping documents even after the document has been marked as shipped or invoiced which would have rendered the fields as read only in the past.


Additional Features

  • Importing sales order from QB picks up custom fields as well.
  • Setting for showing customer/vendor notes when saving order documents.
  • Cost fields on the BOM screen made wider.
  • Download button on the attachments screen for downloading web based attachments locally.
  • New setting to leave inactive items off new order being created by duplicating existing orders.
 
 

We're always working to improve All Orders. If there is a feature you would like to see in a future release, please take a look at feature release page (link) to vote on other user-submitted suggestions or to submit your own.

For more information about this release, please email contact@numbercruncher.com. For details about CRUNCHTREAT 2018, including registration, programming and sponsorship opportunities, please contact chad@numbercruncher.com.




New Years, Same Crunch

December 29, 2016 at 7:43 AMJoshua Goldberg

As 2016 comes to a close, we take the time to reflect on the past year and look forward to the next 12 months. 2017 should bring a lot of excitement for Numbercruncher.com with our upcoming Client Retreat in February & the launch of Order Time, our Web based Inventory, Orders & Customer Management software

We are 39 days away from our First Client Retreat & the Retreat Hotel discounts end on January 6th! If you are planning on attending, and haven't reserved your hotel yet, please book it prior to January 6th. Recently we released our Retreat Agenda Topics & will be releasing a more detailed Agenda with times, during the first week of January, keep checking the Retreat Agenda page for the latest details.

Since we always get requests for new features, we decided as an added bonus for attending the Client Retreat, all attendees will be instrumental in helping Numbercruncher decide on our newest feature for All Orders!  

Numbercruncher is excited to announce 71lbs & GoToItSolutions as our Retreat Sponsors! 

Did you know that if your business ships via FedEx or UPS, you are entitled to refunds on all late shipments, invoice errors and lost or damaged packages? 71lbs will track down your shipping refunds that your business is entitled to, but probably don't know about, with zero effort on YOUR part! 

GoToItSolutions help you tap into software solutions customized specially for the needs of your business by combining their extended knowledge of consulting and IT. They do what they do best, so you can do what you do best!

Numbercruncher.com wishes all of our customers a Happy & Healthy New Years & Successful 2017!

Finally, Numbercruncher's CEO Ian Benoliel, would like to end 2016 with some parting words; "Here is what I learned in 2016. Two friends of mine, both under 50 years old, have been battling Cancer. Health issues are BIG problems, everything else are small problems. If you take that approach, you will find yourself enjoying life a lot more." 

Posted in: AllOrder | Features | General | News | Order Time | Retreat

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Holiday Crunch

November 22, 2016 at 11:54 AMJoshua Goldberg

Hey Cruncher family, hope everyone's looking forward to the upcoming Holiday season! The Numbercruncher offices have been hustlin and bustlin lately with the launch of All Orders CRM Beta & our upcoming launch of Order Time, as well as the planning for our upcoming Client Retreat. Today's blog post will cover All Orders CRM, our Holiday Flash Specials & information about the new All Orders version 6.2.10.

All Orders CRM Beta is a web based system that shares you All Orders Desktop data and is used primarily for:

  • Leads, Customers & Contacts Management
  • Quotes & Sales Order Generation
  • Inventory Lookup
  • Activity Tracking (Tasks, Events, Emails & Logs)
  • Reporting
  • In order to run the All Orders CRM Beta, you must have a valid license or trial key for BOTH All Order (AO) & All Orders Web (AOW). The AOW key powers up the system, while the AO key defines how many users can be listed. All Orders CRM was created because the demand for installed software has been eclipsed by the demand for cloud software. As such Numbercruncher is taking steps to port the desktop software, our customers know and love, to the cloud. All Orders CRM is the first step in that direction. All Orders CRM is the basis for our new flagship product Order Time. Order Time will be a completely hosted browser based version of All Orders that will be licensed on a subscription basis. This new interface will make it possible to truly control your business from anywhere at anytime. After the launch of Order Time, our clients will have the choice between a desktop solution & a cloud solution
     
    As a thank you to our customers, we will be running FLASH SPECIALS between Thanksgiving & Christmas. Check the Special Offers page, located under Contact on the Numbercruncher website to see the current specials! Most specials will be one-day-only, so make sure you frequently check the page. While most specials will be announced the day of, we decided to announce our first two specials early. The first special is for new customers and will occur on Saturday, November 26th for American Expresses Small Business Saturday. New Customers who Purchase ALL ORDERS on 11/26 with an American Express Credit Card, will receive 10% back from Numbercruncher. The other special we are announcing early is for Cyber Monday. Cyber Monday will mark 70 days until our Client Retreat, so we are offering $70 off your registration purchase! Use code CYBER at checkout between 12:01am & 11:59pm on 11/28. Visit the Special Offers page for more details.
     
    Finally this week, the Numbercruncher Development team is happy to announce the release of All Orders 6.2.10. Please find the New Features & Known Issues Fixed below:

  • Added: Option to copy parent customer shipping addresses when setting a parent to a customer/job
  • Added: Payments/Refund can be added to read only ship docs/returns
  • Added: Option to add a customer/job column on the item grid for PO's & Receive item documents to assign a customer/job to each line item
  • Added: Lead Time optional column on the sales order
  • Added: Ability to turn report data fields into live, clickable links when exporting the report to PDF
  • Fixed: Error when trying to save changes to a sales rep
  • Fixed: Errors when deleting contacts
  • Fixed: One time components not getting the correct quantity during the flatten process
  • Fixed: Line items on PO's for foreign currency not having correct costs
  • Fixed: Error when clicking the column headers on the PO screen
  • Fixed: Linked documents on some repair orders incorrect
  • If you haven't upgraded to 6.2.10 please visit our Software Updates page or contact Support at either 866-278-6243 or support@numbercruncher.com to schedule an appointment to have you system updated.
     
    Hope everyone has a Happy & Healthy Thanksgiving weekend and start of the Holiday season!

    Warming up with changes

    September 30, 2016 at 8:43 AMJoshua Goldberg

    Hey Cruncher followers! Hope everyone is enjoying their start of Autumn. Autumn notoriously brings change; whether its leaves on the trees or your pumpkin designs for Halloween. Here at Numbercruncher, we're welcoming change with the development of our newest product, Order Time. More details will be announced in the coming months, but I want to start off this blog with clearing up a misconception we've been hearing. 

    Order Time is going to be a cloud based solution for Inventory & Order Management needs. We will be offering a conversion from All Orders to Order Time, for those customers who are interested. We will not be forcing any customers to switch nor will Numbercruncher stop servicing or providing support for All Orders. We are developing this new product to provide our services to more clients, not limit the services of our existing customers. Follow our blog for updates leading up to launch! 

    Speaking of All Orders, we are excited to bring two new features to our clients! The first feature is Complex Calculations & the other is a Bound Book.

    The Complex Calculations feature is for manufacturers that need to figure out the quantity of an item that is calculated with different quantities or formulas. This feature is fully customizable without any additional cost to you!

    EXAMPLE of Complex Calculations:

    Typically a user would enter an item, quantity and price on a sales order. However the requirement is the quantity is determined as 

    Let P = # of Pieces. 
    Let F = Feet 
    Let I = Inches 
    Let Q = Quantity Ordered 

    Q = P X (F + I/12) 

    Using custom fields, we customize All Orders such that the Quantity box cannot be edited directly rather the user will have to enter P, F and I for Quantity. 

    We recently did a Complex Calculation customization for DCM Computing Service's client Berry's Tin Shop.

    The following is a review of All Orders Complex Calculations by the Owner of DCM Computing Services, Danny Morris, "At DCM Computing Services I look to help my clients meet their business needs.  When Berry's Tin Shop approached me about needing a sales system for their manufacturing business, I went to Intuit to see about systems that integrated with Quickbooks.  One of their recommendations: NumberCruncher.  Berry's Tin Shop had a unique need to track inventory of a product which they sold by the linear foot.  At the sales counter, however, they sold custom length pieces.  The complex Calculations that NumberCruncher customized for us allows the salesman to make purchase orders of specific custom products from a single inventory item.  For example, one customer can order 15 panels of 29 gauge dark red tin cut at 8'6".  The manufacturing floor will see the order and from the single roll of dark red 29 gauge tin, custom cut the pieces as needed.  The inventory system and invoice system will see an order of [number of pieces * (feet + inches)]  or in this case 15*8.5 linear feet (127.5) * the cost per linear foot.  No more need to calculate the linear feet needed by hand and no more error.  The invoice is also customizable to include these fields for the needed products.  Now the customer, salesperson, back-office, and manufacturing floor can all be on the same page, literally."

    This is just one example of how the All Orders Complex Calculation feature can benefit your business. To find out more, please contact us today!

    The other exciting new feature All Orders is bringing to our clients is the All Orders Bound Book. The All Orders Bound Book application allows companies buying and selling firearms to maintain a bound book database in accordance with FTA regulations. As transactions are entered into the All Orders system the separate bound book database can be synchronized and auto populated based on the inventory in and out. These transactions include: 

    • ·         Serial #s going out of inventory on shipping documents.
    • ·         Serial #s going into inventory with receiving documents.
    • ·         Serial #s going out of inventory as components on work orders.
    • ·         Serial #s going into inventory as assembled items on work orders.
    • ·         Serial #s going into and out of inventory on adjustment and transfers. 

    Columns available on the bound include: 

    • ·         In Manufacturer/Importer
    • ·         In Model
    • ·         In Serial #
    • ·         In Type Of Firearm
    • ·         In Caliber/Gauge
    • ·         Date In
    • ·         In Name/Address
    • ·         Completed Manufacture Date
    • ·         Out Manufacturer/Importer
    • ·         Out Type Of Firearm
    • ·         Out Caliber/Gauge
    • ·         Date Out
    • ·         Out Name/Address
    • ·         Style #
    • ·         Item #
    • ·         All Orders Document In
    • ·         All Orders Document Out
    • ·         Notes

     Some of the features include:

    • ·         Search for any data in any column
    • ·         Hide/show columns
    • ·         Setup users with their own user name and password
    • ·         Import additional entries from Excel
    • ·         Export to CSV
    • ·         Printable Bound Book and Inventory reports
    • ·         Maintain Excise Tax/Annual Report based on bound book and All Orders data with columns including serial #, type of firearm, date out, name/address out, order #, item #.

    An example of how the Bound Book looks in All Orders. To view the full Bound Book example, please click HERE then click the MORE tab

     

    These are just a few of the new features All Orders introduced recently. Please contact us to find out what else our clients now have access too!

    Just as a reminder, out Client Retreat is fast approaching! Register for the Retreat with promo code NC17 before November 1st, to take advantage of our presale discount! Also check out the Agenda section of our Retreat Website to view the Topics we will be discussing at the event

    NumberCruncher's First Client Retreat

    September 9, 2016 at 8:44 AMJoshua Goldberg

     

    Here at Numbercruncher, we pride ourselves on our client relationships. We know we wouldn't be around, if it wasn't for you, our customers. So we decided after 17 years, it's time to welcome the heart and soul of NumberCruncher.com, to Sunny South Florida. We figured what better time to host the event then during the harsh Winter month of February.

    That's right! Numbercruncher.com is excited to announce our first Client Retreat! Come escape the cold while relaxing under the Palm Trees & Sun in Dania Beach! 

    The Retreat will be held at the Hyatt Properties (Hyatt House/Hyatt Place) February 7th & 8th, with a welcome reception the evening of Monday, February 6th. In addition, we have some exciting events planned for the evenings of the Retreat.

    When booking your hotel, you have the choice to stay at either property. Our Expo Room will be located at Hyatt House, while our Informative Sessions will be at Hyatt Place. Both hotels are directly across the street, and takes less than 30 seconds to walk between the properties

    The theme of the Retreat is Refresh, Relax & Reconnect. We want our Cruncher Clients to REFRESH their knowledge of the Numbercruncher family of products, RELAX in the South Florida sun by escaping the rough Winter of the North & RECONNECT with our Trainers and network with your fellow Crunchers

    To find out more about the Retreat, please click on one of the links below:

    Numbercruncher Website

    Retreat Website

    Registration Website

    Hyatt Place Reservations

    Hyatt House Reservations

    As a special bonus to our Blog readers, use promo code BLOG at checkout to receive 15% off your RegistrationThis code will be good until our next blog post gets published at NOON on September 23rd