New Release - All Orders Data Import/Export Optimization

June 6, 2017 at 4:00 PMChad Moulder


RELEASE NOTES
 

All Orders 6.2.16

DOWNLOAD 64bit 32bit

 

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.




Springing into Updates & Webinars

March 1, 2017 at 1:47 PMJoshua Goldberg

Hey Cruncher's! Hope everyone's 2017 is starting off well! Here at Numbercruncher, we've been busy between our First Client Retreat, that just passed & getting our newest product, Order Time, ready for launch!

Our First Client Retreat was a HUGE success & everyone in attendance had a great time, learning everything there is too know about All Orders & networking with fellow Numbercruncher Customers. If you weren't able to attend this year, make sure you keep your eyes out for information on next years Client Retreat, happening in February 2018!

 All Orders Update 6.2.14

Numbercruncher has released update version 6.2.14 for All Orders. Since the last major update we pushed out was 6.2.10, 6.2.14 covers all the release notes from the past couple minor updates (6.2.11, 6.2.12 & 6.2.13). Please find all the release notes for 6.2.14 below. To update, please click HERE or visit Numbercruncher.com --> Support --> Software Updates --> All Orders Version 6.2.14

- Added All Orders Features:

* New Preference to allow Item Costs per Vendor to be entered in the Purchased as Measure Cost

* View Line #'s on Documents

* Currency & Exchange rate columns are now available on all Document Lists

* Checkbox on Location to Include/Exclude their Quantities from the main Item List

* Preference to ignore QuickBooks Errors stating that a User has updated their information in QuickBooks

* Payments can be added to Invoiced Ship Docs

* Ship Doc Ref is Editable, even after being Invoiced/Shipped

* Preference to hide Standard Cost & Discounts on the Purchase Order

* Linked Ship Docs/Customer Returns on the Ship Doc/Customer Return Screen

* Allow Payments to be processed in the Gateway, even after posting to QuickBooks

- Fixed All Orders Features:

* Division by zero error on orders with $0 totals and Discounts assigned

* Overflow error after selecting a Group on the Item screen

* Consignment Customers not loading

* Shift + Z shortcut preventing Capital Z from being typed on the screen

* Adding a new Attribute to a style making inactive styles, active again

* Emails unable to send from the List without an email assigned to the Customer Account

* Package Type assigned to Items not showing in the Shipping Estimator when launched from the Sales Order

* Package Type weight added to weight total in Shipping Estimator

* Cannot delete default form values assigned to Customers/Vendors

* Discounts not calculating properly for some Customers

* Custom fields for Kit selection Items not editable

* Repair Orders send to QuickBooks not picking up the Proxy Items

* Back Order column on Sales Orders not updating as Quantities are entered

* Error adding new Yes/No Items to Kits on the fly

* Foreign Currency Prices on Quotes using Price Levels changes with Exchange Rate update

* Changing the Cost on a Sales Order updates the Cost to keep the Discount the same when the Discount is what should be changing

* Handshake errors when getting UPS rates

* Leave the Ship Doc number off the Invoice memo in QuickBooks, if the Invoice number matches the Ship Doc number

* Errors trying to create Vendor Returns from Repair Orders

* Linked Sales Orders created from Repair Orders not showing in the list of Linked Documents

* Payments with open amounts when the entire Payment has been used

* Purchase Order Statuses on Sales Orders not showing fully Received, when it is in fact, fully Received

* Shipping estimate rates defaulting to multiple packages on quotes/orders

* Item type not valid when trying to add a job to a customer return

If you need help installing the update, please visit the Update Setup Instructions Page, located on the All Orders Version 6 Update Page (View directions on accessing the update page, above) or contact Support to schedule an update appointment

All Orders Weekly Webinars

After the success of our Client Retreat, Numbercruncher.com has decided to launch a FREE Weekly Webinar Program with our In-House Trainer, Veronica! Each week will feature a different in-depth, hour-long LIVE training demo conducted via teamviewer software. These webinars are currently for existing Numbercruncher Clients and are limited to five participants each week, however we have plans to expand the number of weekly participants & open the webinars up to non-Numbercruncher customers. Participants will be required to preregister for the event, no later than 24 hours before the webinar starts. More details on the Webinars & Registration process will be announced in the coming weeks, but if you are interested in more information or would like to request a topic to be covered, please email jgoldberg@numbercruncher.com

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

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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!

    Falling into Autumn

    October 31, 2016 at 8:58 AMJoshua Goldberg

    Hey Crunchers, hope everyone had a successful October and is ready for the Holiday season! So our readers know, our blogs until the end of the year will be more condensed, as we finish development on our newest product, Order Time.

    Although we are focused on finishing & releasing Order Time, one thing we are committed too is not letting our support or development on All Orders slip. This is evident by our upcoming release of All Orders version 6.2.7. The newest release adds 15 new features & fixes some common issues (i.e. Duplicate item error when trying to reconcile QuickBooks to All Orders.) Please visit our known issues section of our support page to view the full list of Added & Fixed Features of 6.2.7.

    One new feature area I would like to highlight briefly has to do with Packages. With All Orders, you can now create Packages & Boxes and can specify what items go into each Package/Box. In order to use this new feature, you need to manually turn it on by going to Preferences --> Shipping --> Company Preferences --> Package. After turning the preference on, you now have the ability to:

    • Create (either Automatically or Manually generated) & Print UCC's (Uniform Commercial Codes)
    • After inserting Items on your Ship Doc, you can click on the Package Button & Create Packages for Shipment
      • You can create Default Weight Properties for Package Types & Create Tracking Numbers
    • Once the Packages are created, you can create & view a Package Manifest that shows the breakdown of quantities
    • Integrate your shipping with FedEx & UPS

    Just a quick reminder that TODAY is the final day to get discounted registration for the Numbercruncher Client Retreat! Use code NC17 to save at checkout until 11:59pm TONIGHT (10/31)! The Client Retreat will be held February 6th through 9th in Dania Beach, Florida and will cover topics on All Orders, All Orders Web, All Orders Mobile, Integration Options, Business Cycles, Inventory Primer, Reports & More! The Retreat is the perfect opportunity to learn everything you ever wanted to know about current & future Numbercruncher products, as well as, the perfect opportunity to escape the harsh winters of up north!

    The end of the year is fast approaching, make sure your All Orders software is setup and working properly before the holiday rush hits! Don't hesitate in contacting us, if you have any questions or need to setup training

    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

    It's all a numbers game

    August 12, 2016 at 8:00 AMJoshua Goldberg

    Hey Crunchers, I Hope everyone's saying T.G.I.F. and is looking forward to the start of the weekend! As usual, its been a hectic and busy week here at the NumberCruncher offices. Other then our normal daily workload, we have been working on some new and exciting projects, that I know everyone here can't wait to announce! Make sure to follow our blog, our social media channels and your email inboxes for all these upcoming announcements.

    As the end of the year starts to roll around, your company will start to reevaluate your software choices. Maybe in years past you just went with the software that you already knew. This year take a leap out of your comfort zone, and give All Orders by NumberCruncher a try!  To guarantee our software is a perfect fit for your company, we require all new users to have a hour-long software demo, with our CEO or CTO. We do this to make sure our customers know the ins-and-outs of our software, as well as, it allows all future clients a platform to ask any questions they may have about the software or what it does. After this demo, we supply you with a 30-day no commitment FREE trial of the software, so you can see just how beneficial All Orders by NumberCruncher really is! After that trial, you can decide to join the Cruncher family and pay a one time fee for the software, which includes your first year of support. After the first year, you just pay a yearly fee for support. All software updates are included in your yearly support plan! To help our clients know exactly how much they will be paying with us, we have created our Pricing Calculator and positioned it right on our website, so new clients can see exactly how much they will be spending.

     

     

    Simply fill out the form and it will tell you what your initial cost will be and what your reoccurring yearly maintenance plan will be. 

    If you are interested in scheduling a demo of All Orders, please click HERE or give us a call at 1-866-CRUNCHER, Today! 

    Here at NumberCruncher.com, we truly feel we would be nothing without our loyal clients. This is the reason that we strive for the best customer service and always put our customers first! If you EVER have any questions, comments or concerns please immediately call us at 1-866-CRUNCHER (278-6243) or email us at support@numbercruncher.com. Our office hours are Monday - Friday 9am to 5pm EST. If you email/call after business hours, someone will contact you within 2 business days. If you are having issues and need help sooner, please call us back at the start of the following business day, so we can attempt to solve your issue immediately. 


    RefreshRelax & Reconnect 

     

    As mentioned in our last blog, Numbercruncher.com will be having our 1st annual NumberCruncher Retreat, this upcoming February in SUNNY & WARM Ft. Lauderdale, FL! Details will be announced & registration will open on September 1st, but as a loyal Cruncher blog reader, you are getting an exclusive! The Retreat will be the beginning of February 2017! Our blog post on Friday September 2nd will have a full preview of the event, but in the meantime, follow our Retreat twitter at @NCRetreat2017 for the latest news!

     

    $100,000 Small Business App Showdown

    at QuickBooks Connect 2016

     

    Finally this week, I just wanted to remind everyone about the Intuit App Challenge. All Orders by NumberCruncher was selected as a participant for this years showdown, which is held at QuickBooks Connect in San Jose, California in October. The voting for the event is August 16th through the 31st. On Monday, I will be publishing a special blog post on how to vote for All Orders by Numbercruncher.com. We really need all our Loyal Cruncher Family to support us and vote once per day, so we can show the entire QuickBooks community that NumberCruncher is a dominate force in the Inventory Software space! Please check back on Monday and follow our Twitter, Facebook & Linkedin pages for the latest information on the event.

    Also, I know i wrote in the last blog post, I would include a sneak peek of Order Time, but I promise the wait will be worth it! Keep checking back & follow our Order Time Twitter for the latest on this revolutionary new software being brought to you by Numbercruncher.com!

    Keep pushing through those Friday feelings and I Hope everyone has a great weekend!