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


Posted in:

Tags:

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

Bins

December 24, 2015 at 8:48 AMThomas Riemann

 

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!

Performing a Location Transfer

December 18, 2015 at 9:10 AMThomas Riemann

Hello everyone! Welcome back to the blog! Well it's been another great week here in the NumberCruncher office! We hope your company had a great week as well. As you know it's Friday, time for another blog update!  Today I will be talking about how to Perform a Location Transfer.

This feature is used when a business operates from multiple locations. From time to time your company may need to transfer Inventory to and from locations. This is sort of like a Shipping doc only you are the sender and the recipient.

To Create a Location Transfer, select the Warehouse Menu and then select New Location Transfer. Another way of doing this is from your company home screen, Select Location Transfer.

First step is to choose the Location you are shipping from. After that is selected you can now select the location you are shipping to. You can use the “Activate From” and “Activate To” to specify a location for entering Item specific info, such as bins or lot/serial #.

You can now select the items you will be transferring; you must enter in an accurate quantity amount. Only those items in stock will appear in the drop down list. Next, select your shipping method, a ship doc (if applicable), Number of packages, and the total weight.

Just one more step before we can save this location transfer, you must put in the transaction date (if other than today). After those steps are complete, you can now finish by clicking he save button. You can print the transfer log or even email it.

That is how you will typically perform a Location Transfer within the All Orders program. As always, I invite you to check out some of our video tutorials. If you are new to the program, they will give you the jump start needed to begin using All Orders. Make sure you check them out! If you are having some issues or just have question's about anything related to Location Transfers or All Orders in general, please give our customer support line a call - (866) 278-6243. You can send us an email also - support@numbercruncher.com. I hope everyone has a great weekend! Enjoy!


TOM

Multiple Warehouse Locations

December 8, 2015 at 11:04 AMThomas Riemann

Hey Guy's! Happy Friday! Hope everyone had an outstanding week! Firstly, welcome back to the NumberCruncher blog. Before we get into our next blog topic, take a second and head over to the NEW NumberCruncher website. We redesigned it and we think it looks great. Tell us what you think about it in the comments below! Thanks for taking a look!

Ok, so lets talk little about Locations.

A Location can be anything you store inventory in. An example of a location may be your main warehouse or another warehouse located in a different state. It also may be a customer that you drop ship to.

You can access the Location tab either from the company home screen or Warehouse – New Location. This will allow you to add new facility locations as needed.  All you have to do is enter a Location name and then specify whether you would like it to be listed as available.

The first tab you will see is “The address Information tab” this is pretty much self explanatory, this is the address of the location. If it is a customer, say for a drop ship, you can copy the customers or vendors address by click the Copy from Customer or Copy from Vendor. That will bring up a menu where you can select the customer and its address.

The next tab is called Bins. This allows you to create a location within a location. This will help out your shippers while they are picking the product. You can place the bin number on the pick ticket so they know exactly where the item is located within your warehouse. This doesn’t have to be a physical bin it could be and place where the product is being stored. To add a new bin, click the line below Default. Next, type in the name of the bin of your choice. You can now select if the bin is available or you can mark if this is your default bin.

If you need to delete a bin, all you have to do is click the delete button.

Save an close and you are finished.

That pretty much sum's up Locations. I hope this helped your company understand Locations a bit better. As always, I invite you to check out some of our video tutorials. They are a great help to new comers to All Orders. Make sure you check them out. Of course if you have some issues or question's about anything related to Locations or All Orders in general, please give our customer support line a call - (866) 278-6243. You can send us an email also - support@numbercruncher.com. I hope everyone has a great weekend! Enjoy!


Tom

Creating a New Quantity Adjustment

December 2, 2015 at 11:51 AMThomas Riemann

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!!

Posted in:

Tags: , , , , , , ,

Performing an Inventory Count

November 27, 2015 at 2:04 PMThomas Riemann

 

Hello, Welcome to the NumberCruncher blog! My name is Tom and I am the newest member of NumberCruncher. I have worked in a warehouse before as the Inventory Control Supervisor, so I know the pains of doing Inventory. For most of you, it’s that time of year to get those inventory counts in. I know this is a very time consuming process and it could be in the middle of the busy holiday season. Please do not get discouraged, the NumberCruncher team is here. Today let’s focus on how to perform an inventory count.

When your company is performing a new inventory count, the tool to use in All Orders is called a Count. To start a new count click Warehouse - New Qty Count. You can also go to the company home screen and Click on the Count icon. Once you are on the Count screen, you can now select the location. After selecting the Location, the quantities for all the items within that location as of the count date will appear.

Some points to keep in mind while doing this count are:

-Counts are location specific, if you have more than one location you will need to create a count for each

-Only one count per location can be opened at a time.

-You cannot change the location or the count date once the count has been saved.

-If you leave a New Qty blank that means the item has not been counted

-There is one row for each item, bin, lot/serial #

-The current qty is qty on hand NOT the quantity available

Once you have added the location and count date, you can now enter the correct counted qty for each item. For each row you can either enter the new qty or the difference. When you have finished the count click Activities – Finalize. That will create an adjustment for all items having quantity differences. If an item, bin, lot/serial # is not on the count, Click Activities – Add item. Once the item is added it will appear on the bottom of the list. If you are you using at bar code scanner, you can scan in the items, bin or lot/serial#. By default All Orders expects the first scan to be the Item, you can change this by toggling the `scan by’ options. Lastly, you can use the filter tab to allow you to shorten the number of items shown on the grid.

I hope this has helped your company breath a little easier performing an Inventory count. Thank you so much for reading! If you have any questions regarding inventory counts or anything regarding the All Orders software, please do not hesitate to contact us. The NumberCruncher support team is always here to help! As always, have a great week!

E-mail: support@numbercruncher.com

Phone: (866) 278-6243

Posted in:

Tags: , , , , , ,

NumberCruncher Compatible With QuickBooks Online

June 17, 2015 at 4:45 PMRachel

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.

Posted in:

Tags: , , , , , ,

What Don't We Track?

May 27, 2015 at 4:07 PMRachel

It is no surprise that if you know what your inventory is; when it is coming in and where it is going; you will be better able to serve your customers. Last week, we talked about our Sales Orders module and the ability to connect to purchase orders and automatically fill linked sales orders. Now, let’s think about the capability to track the minutiae of production. There are items to order and receive. There are orders to pack and ship. There are parts that break and need to be replaced and what if an entire batch needs to be recalled? Those are a lot of moving parts to track (pun intended).

Lot and Serial number tracking is available for items that have been purchased, received, used in production and shipped to customers.This function also allows for tracking “items within items.” This makes it easy to find the exact component within a finished product. You also have the functionality to assign serial numbers to items on work orders and shipments to customers. Any serial number with All Orders is easily tracked from warehouse to customer. And if you are looking for all the transactions in which a particular serial number is involved, the All Orders “Find” function is particularly valuable. With the functions of All Orders, you can track the transactional and locational history of anything with an attached serial number.

Wait. You’re saying that you have inventory in multiple warehouses or you want to know how the inventory is moving to a contractor or just track it from your warehouse to a vendor? Don’t you worry, locations are specified on each packing slip and work order that is generated. Paired with the tracking feature for serial and lot numbers, you will always know exactly which warehouse is holding your supplies and shipments. If you want to get even more specific, you can use All Orders’ bin feature. This allows you to label specific storage locations such as shelves, rooms, area, or virtual location for easy retrieval and organization. Much like our serial and lot number tracking of items within items, we have this same feature for storing inventory at a location within a location. Do you outsource any production? All Orders can track that too.

Remember when we talked about generating lot and serial numbers? Well, if you prefer your serial numbers to be in barcode form, All Orders can do that for you. Now, when a shipment comes in or goes out, a simple scan will update your system and keep you on top of the locations and destinations of all products. This is handy for shipping and receiving, since our system allows items to be scanned into the system and updated on the receiving list. It’s a quick way to reduce human error. But if you prefer to enter numbers by hand, and run the risk of a costly input error, that is also an option, just use the listed numbers from the receiving form. But IDK, do you.

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.