Enhancements for Order PLUS! 7.0|
specific enhancements for user interface, multiple function screens,
calendar icon, address mapping, and file locking improvements
Added support for
data monitoring and alert application
Included data dictionaries for ODBC access and the
Report Writer application
customer quoting includes separate transaction file with Quote History
Status (active or inactive), Result (open, sale, lost), Start and End Dates,
Order Date, Open Quote Report, Quote History Report,
Open Quote Customer and Item inquiry, and Quote History Inquiry.
transaction type for RMA
Processing with user-defined reason codes, reporting, inquiries and
ability to convert to a Return.
Site field to the order header with the ability to maintain Site
information (similar to the Ship To function) such as Status
(active/inactive), Start and End Dates, Description, Contract Number,
Contact Information, Phone, Email, and Fax. Option to sort by Site
on the open invoice report and sub-total on the customer statement.
option to email a user-defined order acknowledgement after entry of a new order or
changes to existing orders.
option to automatically email a user-defined shipped order notification
with tracking information.
Purchase Order interface to include customer information to print on
Eliminated display of the item unit cost in the Create Purchase Order
screen when the option to Display Unit Cost During Line Item Entry is
set to No.
Interface to UPS WorldShip® and Federal Express®
Added starting balance in the Terminal Close-Out function.
Added option to prompt to print a picking slip.
Option to enter multiple lines of description.
Added Store ID (3 character) to Terminal Setup for Method of Payment
setup by Store.
Credit PLUS! (optional)
Added support for PC Charge on-line credit card authorization and
View Order PLUS! and Open Systems Accounting Software customer
account information, detail sales history, open orders, quotes, open
invoices, and inventory pricing from the SalesCTRL contact
Create new customers on-the-fly with pre-defined information from
the new customer template function.
Enter quotes, orders, sales and returns.
- Email/print user-defined quotes and
- Print user-defined picking slips.
- Generate custom reports through
SalesCTRL report writer.
- Added support for the eForms fax,
email and document archive product from the Response Computer Group.
Enhancements for Order PLUS! 6.5
OSAS v6.5 Compatibility
- Updated Order PLUS! customer master custom fields
to be compatible with OSAS user-defined fields.
- Added document attachment function to customer
maintenance, information menu, line item entry, and inquiries.
- Added HLE for Customer Ship To Addresses Added
defaults for Sales Rep 2, Ship To ID, and Ship Method to customer
- Increased e-mail and website fields to
50-characters in customer maintenance.
- Added Hazardous Material Code to the Inventory
Item maintenance screen and inquiry.
- Access to cash receipts entry through point of
sale and the Inquiry Menu (Shift F2) controlled by Access Code.
Point of Sale Transaction Edit
- Option to edit previously entered transactions
controlled by Access Code.
- Option to maintain history of voided transactions
from order processing and point of sale entry. Includes Purge
Voids History and reporting by customer, terminal, date and sales
Copy Additional Description to PO's
- Option to copy additional descriptions entered in
Order PLUS! to Purchase Order created during entry.
- Allow import of Alternate Item ID's in the
Inventory ASCII import function.
- Add option to post method of payment description
to the General Ledger.
- Print check number on customer invoice when
method of payment is check.
- Skip printing of posting log pages with no
- Update ODBC and Report Writer data dictionaries
for field changes.
- Update UnForm® rule file and form printing
programs for field changes.
- Update data conversion programs to support
upgrades from prior releases and Sales Order.
- Rewrote user documentation in Microsoft Word.
Enhancements for Order PLUS! 6.14
Customer File Maintenance
for Web Site
Increased State ID to three characters
- Added prompt
to print prices on Picking Slips during transaction entry
Point of Sale
- Added Ordered
By field to transaction header
- Added TRACKING
# field to the Ship-To Information screen
- Allow access
to the Ship To phone and fax numbers
- Expanded Ship
To ID from six to ten characters
switch to Terminal Setup Maintenance if the terminal has not
been previously setup
- Added F6
maintenance on General Ledger Accounts
- Edit and Confirm Transactions using
the customer order number or the F2 command to look up the order number without the Customer ID
- Option to re-price existing quotes based upon the current inventory price and cost
credit card number entry in Method of Payment screen when Credit PLUS! is not installed
- Retain deleted
transactions from transaction and point of sale entry for printing on the Voids Journal
customer specific comments after entering the customer ID in the
- Added the
ability to delete line items with the F3 delete key
compatibility with the CompuRegister PC-based cash register
Automatic function to apply the full cash receipt to the oldest
invoice and continue in order until the entire cash receipt has been
Daily Reports & Postings
- Added prompt
for Short and Long to determine the format of the additional lines
of description when printing the sales, returns, and voids journals
prompt to include serial/lot info on the Sales History report
- Added prompt
to Remove Customers with Last Sales Date Before to delete customers
without any open orders, invoices, quotes, returns, cash receipts or
deposits. A log prints for all customers selected with the
status of whether they were deleted or not because of Open
- The Purge Paid
Invoices function no longer automatically removes Paid Invoices
during Month End Processing but allows you to remove them based upon
a range of customers and Paid Prior To date
- Added Item ID
and Date Sold prompt to print labels based upon a customer's
purchase of a specific item
- Added Print-By
option for Sales Rep and new From-Thru fields for Group Code, Sales
Rep, and Territory
Options and Interfaces
- Added new
option to Post Generated Purchase Orders Combined or Separate to
determine whether the PO's created during transaction entry will
be combined by vendor and location for all orders or by each
- Added company
and terminal specific Quick Entry tables to determine what fields to
stop at during transaction entry
the Open Systems Resource Manager Change Fields function for Order
- Added option to print using
UnForm document enhancement software for laser forms
- Improved internal and external consistency for
invoices, picking slips, acknowledgements, quotes, and statements
- Changed headings on forms to
be relative to the type of form such as deposits, quotes, etc
Inventory Bill of Material
- Added UnBuild Bill of Material Function