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Version 3.0.0.80 (Posted on 9/05/2008)
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| Enhancement -
Quickbooks Export Is Now Available
The Quickbooks export add-on module is now available for InvenTrakk. InvenTrakk will now
export all invoices, payments, deposits, returns and store credits to Quickbooks as general
journal entries allowing you to easily sync up InvenTrakk with your accounting system. The add-on
is fully customizable allowing you to send data to whatever accounts you wish.
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| Enhancement -
Major Unit Stock Number Now Available
A Unique stock number is now available on all major units in inventrakk which will allow
you to uniquely identify any serialized item should you ever accidentally enter a duplicate
VIN # or serial number.
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| Enhancement -
Interface Available to SoftWheels F&I Package
InvenTrakk now interfaces with TakeNote-Software's SoftWheels Finance and Insurance software
allowing customers to perform sales in InvenTrakk and handle advanced Financing and Insurance
functionality in softwheels
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| Enhancement -
Inventory Categories now stored with every order/invoice
In prior versions of InvenTrakk your categorized sales breakdown report may change if you
changed the category of any items sold at a prior time. Now the category is embedded in
every invoice at time of sale ensuring that your categorized sales report will be consistent.
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| Enhancement -
Income Statement Now Has Drill Down Capability
The income statement now allows users to drill down into in depth details regarding the
financial data on the income statement. Users can now view complete revenue, cost of sales, return
and expense details by clicking the appropriate area on the income statement.
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| Enhancement -
More Reports Available In the End of Day Manager
The end of day manager now includes a daily income statement, profit margin analysis and cash flow report
in addition to prior reports that were already available.
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| Enhancement -
InvenTrakk 3 Upgrade Available
The inventrakk 3 upgrade is now included with every install should you need to upgrade an inventrakk 2 database to inventrakk 3
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| Enhancement -
Auto-Archive for Purchased Items
On the customer account screen the purchased items list would often grow very large especially for the counter sale customer.
This would make the customer screen load very slowly after selling a large amount of items.
By default, only the last 75 purchased items are displayed now on each customer screen. You may adjust this number as needed.
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| Enhancement -
Improved PriceBook Import
When importing a price book, if the cost of list price in the price book is $0.00, InvenTrakk will no longer update the cost or
list price in active inventory. When manufacturers mark parts as NLA(No longer available) they often set the price to $0.00 in the
price book and this was causing users to lose pricing for older parts. InvenTrakk will now ignore the $0.00 prices in price books.
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| Enhancement -
Improved Store Credit Audit Trail
In past versions of InvenTrakk when store credits were applied to invoices and those invoices were then voided, the store credit
was simply removed from the invoice. For correct accounting this is no longer done. Now the cedit is left attached to the voided
invoice for tracability and a new store credit is released to the customer's account for the appropriate amount.
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| Enhancement -
Users can no Longer Accidentally Cancel Optimization
Users could accidentally stop InvenTrakk's optimization prior to completion in older versions of InvenTrakk. Doing this could
cause the InvenTrakk database to become corrupted. This issue has been resolved.
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| Enhancement -
Easier Monthly Invoicing
The monthly invoicer has been rewritten to display customer accounts and their outstanding balances rather than each individual outstanding
invoice. This provides a much easier to understand interface with less records to search through
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| Enhancement -
Rufund Store Credits Using Credit Cards Now
In past versions of InvenTrakk users could only refund store credits with cash or check. Now users may refund credit cards also.
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| Enhancement -
Refund payments and Deposits Easily
In past versions of InvenTrakk the only way to refund a payment was to void an invoice with issued a store credit to the customers' account. The store
credit could then be refunded back to the customer. Now users can refund deposits and payments back to customers easily from the order
or invoices screen. The new and improved refund capability replaces InvenTrakk's old payment and deposit deletion functionality ensuring
an accurate financial audit trail for your business.
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| Enhancement -
Detailed Payment History Now Available
The payment history screen is now much more detailed. Users can now see overpayment amount, change back, credit memo amount and more. It now maches
the payment screen on the customer account.
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| Enhancement -
Deposit details - now availabe on all invoices
Full payment details have always been available on invoices but only totals showed for deposits. Now full deposit details
are also available including deposit type, deposit method, deposit amount and more.
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| Enhancement -
Quick Counter Sale - No escape functionality
If you create a quick counter sale payment is now required before leaving the screen. This ensures that no customera accidentally charge
an invoice to the counter sale customer account.
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| Defect -
users were receiving an invalid error message when exporting customer address labels to EXCEL
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| Defect -
adding items to a picklist from a pricebook was throwing a type mismatch error
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| Defect -
The major unit manager was incorrectly labeled "The equipment manager" on the tools menu.
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| Defect -
the marine edition of inventrakk was failing if a user would receive a vessel with no engine information.
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| Defect -
When selling 2 units on the same line item on an invoice the cost of goods sold would be doubled on the profit
margin analysis report and income statement. This issue did not exist if 2 items were sold on 2 seperate lines.
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| Defect -
When refunding store credits on the customer screen the store credit tab was not showing the refund until the
screen was closed and re-opened
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| Defect -
users were able to add deposits to the counter_sale customer and should not have been able to do so.
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| Defect -
the delete button on sales orders and work orders was not enablin correctly in every situation
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| Defect -
deleting an order with deposits attached would force the deposits to also be deleted. A store credit is now
issued in this situation for the deposit amount so that it can be refunded back to the customer or reapplied
to a different order
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| Defect -
when voiding invioces with payentsw or deposits applied InvenTrakk would issue a store credit with a memo that stated
an 'an invoice with a deposit was voided' but it did not specify the invoice number. The invoice number has been added.
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| Defect -
the help button was not functioning on the price book import screen
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| Defect -
the "launch epc" button on the sales and work order screen was not launching partsmart if partsmart was installed on
the network using a UNC path rather than a mapped drive
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| Defect -
In certain situations customer types were not displaying correctly in the customer grid
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| Defect -
If a user searched by customer type in inventrakk's customer lookup, then immediately opened a sale and
clicked the customer lookup button inventrakk would crash because a customer type search is unavailable on that screen.
Customer type search has now been added to all customer lookup screens.
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| Defect -
attempting to connect to the sample database by clicking "Connect to Sample" under the file menu was failing.
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Version 3.0.0.49 (Posted on 01/21/2008)
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| Enhancement -
Smarter Average Cost
InvenTrakk's average costing of inventory has been adjusted so that it estimates a cost for the user in situations in which there is no average cost yet.
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| Enhancement -
Smarter Tax Codes
Users now have much more flexibility in managing sales tax codes on existing customer
accounts. When tax codes change, updating customer accounts is now easier than ever.
Check out the great new tool in InvenTrakk by clicking on Tools->Options then simply
click Edit Tax Codes->ReAssign
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| Enhancement -
InvenTrakk 3 upgrade notification
If users attempt to connect to an older InvenTrakk 2 database with the InvenTrakk 3 system the user is now notified with a message that asks the user to run the inventrakk 3 upgrade on the older database.
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| Enhancement -
Easily Merge Duplicate Customers
Users can now easily merge duplicate customer accounts into 1 account. All quotes, orders,invoices, payments, equipment and more will be moved automatically for you by inventrakk.
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| Enhancement -
Interface with Snap-On's PartsManager Pro Program
ProTrakk 1.1.0 - Inventrakk now interfaces with Snap-Ons electronic part diagramming system known as PartsManagerPro. A brand new program called ProTrakk now ships with InvenTrakk to faciliate communication between these two systems. To enable the interface and learn more please goto Tools->Options and click on the Partner Setup tab. The ProTrakk interface is a purchasable InvenTrakk Add-On and can be evaluated for 30 days at no charge. Contact sales for pricing of this add-on module.
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| Enhancement -
Interface with Mercury's Midas EPC Program
MidasTrakk 1.1.0 - Inventrakk now interfaces with Mercury's midas epc electronic parts diagramming system. A brand new program called MidasTrakk is now available to facilitate communication between these two systems. To enable the interface and learn more please goto Tools->Options and click on the Partner Setup tab. The Midsas interface is a purchasable InvenTrakk Add-On and can be evaluated for 30 days at no charge. Contact sales for pricing for this add-on module.
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| Enhancement -
EPC Launcher
Launch Partsmart, PartsManager Pro or Mercury Midas directly from InvenTrakk's sales, work, quote and purchase order screens without ever leaving InvenTrakk.
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| Enhancement -
Connect unlimited Partsmart CDs to 1 manufacturer
InvenTrakk's manufacturer screen only had support for 1 Partsmart code per manufacturer in the past. Partsmart Codes have now been renamed to EPL (Electronic Part Lookup) codes and now each manufacturer can support unlimited EPL Codes allowing you to hook up unlimited PartSmart Cd's to 1 manufacturer in inventrakk.
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| Enhancement -
Customer Account # available in all lookups
Customer's unique account numbers are now visible on every customer lookup area in InvenTrakk.
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| Enhancement -
Enhanced Inventory Audit Trail Valuaton View
The valuation section of the inventory audit trail has been layed out in a new view which we feel will be easier to read and understand.
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| Enhancement -
Enhanced Inventory Audit Trail Stock Track View
The audit trail has been reduced to two simple types. "Adjust Up" or "Adjust Down". Other types (such as Sale, Purchase) will no longer be used. By doing this, users can now sort and view every up and down adjustment together. Also, by customer request, users can no longer delete individual audit trail entries.
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| Enhancement -
Help File is Updated
Updated help on inventrakk's manufacturer screen, PartSmart and inventory details screen and
added new help on Partsmanager Pro and Midas interfaces.
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| Enhancement -
Enhancement: Manager User Interface is synchronized
All managers across the top of inventrakk have been synchronized with the same Help and Exit button for conformity and ease of use.
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| Enhancement -
Search, Sort and Group By Customer Type
Customer type has now been added as a searchable field to the customer search and has also been added to the customer grid so that users can sort and group customers by type.
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| Defect -
Licensing information under help->about appeared to be editable even though it was not.
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| Defect -
Invalid hyperlink was removed in inventrakk's help file in the section entitled Electronic Parts Lookup Systems and several spelling and grammatical errors throughout the help manual were corrected.
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| Defect -
Inventrakk's marine edition "dealership detail" and "customer detail" reports on whole goods were crashing for new units.
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| Defect -
Users were not able to sort purchased items by invoice # correctly on the purchased item listing under each customer account.
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| Defect -
Customer Id was not sorting correctly in the work order manager. it has also been more appropriately renamed Account #
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| Defect -
When scanning a barcoded item on sales quotations, the customer discount was not being applied to the scanned item.
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| Defect -
When selling items directly from the manufacturer's price book on sales quotations, the customer discount was not being applied to the scanned item.
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