Happy Friday to all our loyal NumberCruncher blog followers!  I hope everyone's week is wrapping up nicely after Scaling New Heights. And most importantly, I hope your looking forward to this extended 3 day weekend! With the hustle and bustle of this busy holiday weekend involving travel, families and cocktails; your businesses could be last furthest thing on your mind, especially your inventory levels.  Before you leave your office today, make sure your All Orders software is incorporated with ReorderPoint.com, that way you don't have to stress out on Sunday night, if you are unsure if you need to push an order through for Tuesday morning delivery. Just like always, if you need any type of help or have any questions about All Orders or ReorderPoint.com, please visit our support page or give us a call at 866-278-6243 so that we can set you and your company up for a training session! As a reminder, every year when you renew your All Orders plan, your included training hours reset, this allows us to ensure that our clients always stay up-to-date on the latest and greatest features NumberCruncher is bringing you. If you have recently renewed, please give us a call to set up your training refresher TODAY! 

During the beginning part of this week, NumberCruncher CEO, Ian Benoliel, was chillin' out maxin' relaxin' all cool, at Woodard's yearly conference Scaling New Heights. This years conference was held at Paradise Island in the Bahamas, and by all accounts it was a great few days. All the Tracks and Sessions were thoroughly thought out and planned with the attendees in mind. Scaling New Heights left the NumberCruncher team eagerly awaiting next years conference. It was announced that the Scaling New Heights 2017 conference will be held in our own "backyard" at Disney's Coronado Springs Resort! Make sure you register now because you never know what the NumberCruncher team might have up our sleeves! 

While Scaling New Heights was going on, NumberCruncher's product ReorderPoint.com was selected by the leading QuickBooks blog, Insightful Accountant as their "Warehouse Wednesday Review" product of the week! The feature was written by the Senior Editor, William Murphy. If you and your company are still on the fence about adding ReorderPoint.com to your All Orders software, please take the time to read the review and learn all about the benefits of adding this program! 

As mentioned in last weeks post, the NumberCruncher blog will be going through some changes over the next few weeks. These changes are going to allow us to communicate with our readers/followers better, as well as, allow us to incorporate some new and exciting features. As we start implementing these new changes and added features, we're going to be reaching out to our loyal customers, followers & readers to find out what they would like to see in the NumberCruncher weekly blog. Please feel free to leave a comment below with what you will enjoy reading about or if you would rather email me your comments, jgoldberg@numbercruncher.com.

Hope everyone has a healthy and enjoyable Memorial Day Weekend! 

Hey everyone. Welcome back to another weekly edition of the NumberCruncher blog! As our weekly readers know, our trainer/support tech, Tom, has been writing our weekly blogs for the past few months. But as summer starts to ramp up and Tom's calendar starts to fill with training appointments, I've been asked to take over. My name is Josh Goldberg, and i'm the marketing supervisor here at NumberCruncher. For the fans and loyal readers of our blog posts, please don't panic! Our blog's will continue to include support answers and how to's, for our product's including All Orders. But it will also include other exciting technology news and new features will be popping up all the time, so make sure you subscribe and follow the NumberCruncher blog, because you never know what will appear! As always, if you are struggling or have any questions about All Order's software, please visit our support page or give us a call at 866-278-6243 so that we can set you and your company up for a training session Today! 

Today's blog post will focus on our product line. Kind of a reintroduction of who we are and what we offer. Before we can dive into our award winning products, we need to start with who we are. NumberCruncher, Inc is a leading provider of inventory and order management software for the QuickBooks community. Founded in 1999, NumberCruncher was the first developer to invest in QuickBooks software development kit from Intuit. Our mission has always been to provide innovative, scalable and cost effective inventory management solutions that solve real world business issues, resulting in total customer satisfaction, increased profitability and competitive advantage. Thousands of manufacturers and wholesale distributors rely on NumberCruncher solutions to manage their everyday business activities across the globe. From inventory control to production management to order processing and fulfillment, these solutions are unmatched in the marketplace, setting the standard for QuickBooks inventory add-ons for the manufacturing and wholesale distribution markets. 

Our flagship product All Orders, is inventory software that bridges the gap between business accounting and business success. All Orders is a comprehensive inventory and order management software application that helps you make better business decisions in purchasing, shipping and receiving, order entry, production and inventory control. All Orders gives the business owner, manager and accountant the tools to be successful faster, easier and more efficiently. The best part about All Orders is the fact the application can be used as a stand-alone inventory software, or users can fully integrate it with QuickBooks, so you never have to enter the same data twice. Besides the integration with QuickBooks, All Orders also supports integration with 3D Cart, Magento, Sales Force, UPS, FedEx & USPS; just to name a few. If you are already an All Orders user, please make sure you have upgraded your software to the latest version 6.2.3, which was released in March. To verify your currently version, please go to Help --> About. The new update was for general maintenance purposes and includes all previous updates and addresses known issues.

After the success of All Orders, NumberCruncher got back to the drawing board and realized that in today's society, there's a growing trend of business owners who are constantly on the go and spend very little time, in their main offices. These owners were the inspiration behind our products All Orders Mobile & All Orders Web. 

All Orders Mobile extends your company's inventory management by bringing it into your warehouse and allows you to take full advantage of the barcode label printing feature within All Orders. The goal of All Orders Mobile is to make your warehouse operations more efficient. After All Orders Mobile is installed on your Windows based device, it connects wirelessly to your All Orders database and download sales orders to be picked, purchase orders to be received and counted. Once a sales order is picked, the picking information will be uploaded in real time back to the All Orders database and automatically creates a Ship Doc. Similarly, once a purchase order is received through All Orders Mobile, the information will be uploaded to All Orders and a receiver will automatically be created. Finally, All Orders Mobile will update your count in All Orders with the new quantities. 

All Orders Web is an e-commerce website that shares a database with your All Orders program. All items, customers, vendors, purchase orders, quotes and orders that are created within All Orders will be instantly available within All Orders Web portal and vice versa. One of the unique features of All Orders Web, is the ability to give role based access to your staff, sales reps, customers and vendors. The role based access feature, will significantly improve customer engagement and quality of service by allowing your customers to view stock availability, create quotes & orders, as well as, check on order statuses. Another beneficial feature of All Orders Web to businesses, is the fact the program is written using ASP.NET, so all the web forms are customizable. You are not only able to customize the look and feel, but you are also able to customize the "business rules" that are specific to your industry. 

Finally, our newest product, ReorderPoint.com, might be the one to impact the industry the most. ReorderPoint.com is a purchasing tool that offers a systematic approach to forecasting inventory needs. ReorderPoint.com is a cloud-based application that integrates with All Orders and QuickBooks. The way it works is, during the initial setup, ReorderPoint.com, will import up to 3 years of historical data from your QuickBooks/All Orders files including sales figures, purchases and component usage. The program then uses statistical methods to determine lead times, trends, seasonality and special orders. Based on the type of trends we identify we apply a model (i.e. a mathematical equation to calculate lead time demand). We then use the lead time demand to calculate the reorder point. The program also regularly imports your current inventory status including on hand, on purchase orders and back order quantities. ReorderPoint.com then compares the inventory status to the reorder point and sends alerts when the status is below of nearing the reorder point. Additionally, ReorderPoint.com provides lists, reports and graphs you can use to analyze your usage and make more informed purchasing decisions. 

Being involved in the software industry means your work is never finished. The minute you take a day off, everything switches up on you. We at NumberCruncher are always participating in new training exercises and growing our knowledge of QuickBooks & technology in general. Woodard is a company that empowers small business advisors through cutting-edge training, networking, coaching & resources. Next week Woodard is hosting their annual Scaling New Heights conference. This year's conference will run May 22nd through May 25th and be located at the Atlantis Resort in Paradise Island, Bahamas. If you will be attending Scaling New Heights, please make sure you stop by the NumberCruncher table at booth #96 and tell our CEO, Ian Benoliel that Josh sent you!

Happy day to everyone!

The Manage Users command, available from the Company menu, allows you to set access levels for every individual in your organization who will be accessing the All Orders system, including sales, administration, production teams, etc. This must be done separately within All Orders, as the application does not make use of QuickBooks user profiles.

By default, only the Admin account exists. This account does not initially have a password. If you're going to be setting up a multi-user environment, then this is the first thing you'll want to remedy. Administrators have complete access to the program and its data, and only administrators can view, add, edit, or delete users and user rights. As such, this account needs to be well-protected with a strong password. Type a password into the Password field, and then retype it in the Confirm Password field.

Once you've protected your Admin account, it's time to add other users. Choose Save & New from the Save drop-down list button. You'll then be required to choose a User Name and Password as well as set access privileges.

After entering the unique user name and password, click the Access Levels tab.

On this screen you can assign access levels to various parts of the program as follows:

• No Access. User cannot edit or even read the list.

• Read-Only Access. User can access the data, but cannot make edits.

• Full-Access. User can access the data and has full write privileges for making edits.

Then click the Rights tab and complete the user rights:

1. This user is connected to QuickBooks option appropriately. Unchecking this option disables synchronization with QuickBooks.   See Synchronizing with QuickBooks on different strategies for QuickBooks exchanging information with QuickBooks.  

3. There are numerous check boxes that can be used to grant/restrict access to the user in question, such as the ability to delete records or approve Sales Orders. Check all the boxes that apply.

4. In addition to these check boxes, All Orders also sports two special filters: by Sales Rep, and by Location. For example, if you want to restrict an employee's data access to a customers having a particular sales rep.

5. Choose either Save & Close to save your work and exit the dialog, or Save & New to save the current user and move on to the next one.

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.

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.

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.

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.

Hey guy's! Welcome to the NumberCruncher Blog, Thursday Edition! Firstly, Happy Holidays from NumberCruncher team! We hope you and your employees have a great holiday weekend and spend some quality time with your families! Now, in my past 2 blogs we focused on Locations. Now we are going to focus on features within the locations, Bins.

Within the all orders program, we have a unique feature called Bins. This allows you to create a location within locations, allowing you to easily pinpoint the location of the item. If you have a huge warehouse with multiple aisles of product, this would be a key feature for you. A bin does not have to be a physical bin. A bin can be any place of storage, from an actual bin to a shelf or a crate.

For each item that is a Part or an Assembly you can specify a default bin.

When you add items to inventory (Receiving Purchase orders, completing a Work Order) the qty will automatically go into the designated bin. If you leave this area blank, it will go into the default bin. You can change which bin an item is either added to or pulled from on any transaction. You can also split qty between multiple bins in the same location. From the line item of a transaction, click details icon then click bins. Click in any column to enter in the desired bin, and then enter the quantity.

On a transaction where the qty is being decreased aka ship doc and you are not sure which bin the product is on you can click “get available” that will bring up a dialog box.

The bin feature is very useful for your warehouse staff, so make sure you take advantage of the easy to use feature within All Orders. Well, I hope you have learned something from this blog post and again I hope your company can run a little bit smoother. As I always mention, make sure you check out all our support tutorials. Remember if you have any questions or concern's the NumberCruncher 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. Hope everyone has a safe and wonderful holiday!

Hey Guys! Welcome back to the NumberCruncher Blog!!! It's Tom from the NumberCruncher team again! Last Friday we talked about how to "Perform Inventory Counts" within the All Orders program. If you are struggling doing inventory, go check that link out and read our last blog post. Maybe that's not what your looking for, maybe your company doesn't need help doing inventory counts. You might just need to Adjust some Inventory due to a trade show where you gave away some Inventory as prizes. Or your company had a fire and due to that fire some inventory was lost in the process. The perfect tool for this in All Orders is called an "Adjustment".

To start a New Quantity Adjustment, you can do 1 of 2 things, Warehouse – New Qty Adjustment or from the company home screen select Adjustments. After you have selected one of those 2 options you now can select a location for the adjustment.

Once that is selected, you now need to choose an account. Keep in mind the account you choose should NOT be an inventory asset account. If desired, you can also choose a Quickbooks class but this is not a requirement.

Next you will want to start adding items into the form. If your company uses bar code scanners, you can place your cursor in the bar code area and scan your barcode. You could also type the item name in the same box and hit tab. If you are not using the barcode tool, you can choose the item by using the drop down menu. Simply click the first blank line in the Item column of the list. Now, you can adjust the quantity of the Item in the QTY field. Use negative values to indicate lost inventory. If needed, you can adjust the date of the adjustment in the upper right had corner of this form. Check “only adjust” in NumberCruncher if you do not want these adjustments to reflect in Quickbooks.

Well, that pretty much sum's up how to create a Quantity Adjustment. If you are still having trouble, don't forget to check out some of our Tutorial videos. Well guys, that's it for today's post. I will be uploading blog's like this every Friday. If you have any topic's you would like for me to blog about, feel free to contact me directly at tom@numbercruncher.com. I will be sure to listen to all of your suggestions. As always our NumberCruncher support team is always here for any other question's you may have. Please contact us at anytime. Thank you guys for reading!!! I will see you next Friday!!

NumberCruncher is pleased to announce its flagship product, All Orders, is now compatible with QuickBooks Online following the release of All Orders Version 6.1.91.  

Ian Benoliel, Founder and CEO of NumberCruncher, says “[I'm] feeling positive, there have been a lot of people that have requested an integration with QuickBooks Online and to meet growing customer demands, we implemented it."

The advanced order and inventory management solutions from NumberCruncher bridges the gap between business accounting and business success. For 15 years, NumberCruncher has been integrated with the QuickBooks Desktop line and is proud to continue providing inventory and order management controls for QuickBooks Online users.

QuickBooks Online, performs the functions of the desktop versions of QuickBooks but offers increased flexibility and new capabilities. Users can work with QuickBooks from anywhere; PC, Mac, smartphones and tablets are compatible.

Representatives from NumberCruncher will be at Scaling New Heights 2015 in New Orleans, June 22-24, to answer questions about All Orders and to demonstrate how the software works. The booth number is 52. 

A free trial version of All Orders can be downloaded from the NumberCruncher website.

NumberCruncher is a leading provider of inventory and order management software for the QuickBooks community. Founded in 1999, NumberCruncher was the first to develop an inventory add-on for QuickBooks. The NumberCruncher team draws from a wide range of manufacturing, supply-chain, statistics, technology and accounting expertise.

Thousands of product-based businesses rely on NumberCruncher solutions to manage their everyday business activities across the globe. From inventory control to production management to order processing and fulfillment, these solutions deliver big business functionality to small-to-medium sized businesses at an affordable price.

It is widely understood that having a proper and concise system for creating and filling sales orders is crucial for proper allocation of resources to complete a sale. Need more reasons on why you need to get a handle on your sales orders? Check out our post about why you need a sales order here.  Now, the question is how can NumberCruncher change the way you approach your sales orders?

With All Orders, the sales order process is dynamic and seamlessly integrated with QuickBooks. All Orders allows the user to create sales orders with multiple shipping and release dates, thus eliminating the need for multiple sales orders. A single sales order can support multiple ship-to addresses as well as items considered to be inventory and non-inventory. Features like this allow the user to create a single sales order that meets a variety of needs.

Is an item running low or out of stock? The sales order screen includes information about the availability of items in the order. If stocks need to be refilled, purchase orders can be created in seconds. This new purchase order is linked to the sales order and items are held for matched the sales order as they are received by the warehouse.  Once the purchase order is received, the underlying sales order can be satisfied automatically. No need to check back and forth on an purchase order to know when to update the SO. Upon filling a sales order, All Orders creates a ‘shipper’, from here an invoice is created in QuickBooks with the click of button.

If a user is transitioning to All Orders after using QuickBooks for their sales orders, the transition is simple. Existing sales orders can be imported directly into All Orders from QuickBooks. The linked sales, work, and purchase orders as well as the integrated pick lists and ship docs are designed to reduce errors and improve efficiency.

All Orders  by NumberCruncher provides solutions for your inventory and order management needs. For more information or to request a free trial, visit our website.