AR Sales Quotes and Sales Orders have new estimated item and order margin fields to display a percentage and dollar value margin for each line item and for the total quote and/or order.
Customer, Vendor, Inventory, and Job Analysis codes can be defined and managed in one central window. Each code will support a description and a single analysis code can be used across all areas of the program. Data entry in the Customers, Vendors, Inventory Items, and Jobs window will support analysis code validation and selection from pop-up lists. All corresponding reports support have been enhanced to support the new list selection.
Customers Activity Ledger has new "Pending Sales & Receipts" option to display and drill down to pending (unposted) sales and receipts.
Ability to edit General Journal account line descriptions.
Purchase Orders window has new invoices tab to show related invoices. Drill down ability is supported and a hotlink from the PO Number field in the Purchase Entry window can be used to return to the corresponding PO window.
Purchase Order now allows search ability in Custom PO fields 1 and 2.
Purchase Order new user privilege to allow PO's with dates in closed periods to be edited.
Sales Order new user privilege to allow orders with dates in closed periods to be edited.
Bank Reconciliation now has Info button to see which user last reconciled the bank with both the date and time included.
Credit Memo's can be created from new Actions menu in the Account Invoice window. Option allows a credit memo to be quickly created that reverses an Account Invoice.
Pop-lists can now be set to universally sort by description at start up
Customer Contact email address field lengthened to 60 characters
Inventory Item Alerts can now be specified by item so that when an item is added to an order the optional alert message can appear.
New Lot/Serial number plug-in (add-on module)
Sales Order window combined Bill To and Ship To address panes. New option to modify and add new shipping addresses on the fly.
Manufacture user privilege to enable or disable the ability to modify bill of materials on the fly
New United Kingdom option the Company Setup to enable UK settings for date format and VAT tax.
Inventory Movement ledger now displays the Customer and/or Vendor name in the line item description. Allows easy sorting by customer or vendor.
Price matrix import option
Purchase Order receiving now shows the expected date for each line on the PO when doing a receiving. Helpful for blanket PO's that use the same item over different dates
AR Receipt discounts general ledger account can now be specified separately from sales discounts.
Customer List Report has new selection option for city and state/province.
Go cross-platform. All purchases of version 6 will receive both the Mac and Windows versions. Licenses can be used in any combination of platforms. System and server requirements should be reviewed prior to implementing.
Eleven custom sales fields added to the Account Invoice, Sales Order, and Sales Quote screen. The new fields can be labeled, support data entry, and can be added to your printed forms. There are six alpha-numeric, two numeric, two date, and one comment field. Data in the fields is also transferred from Quote to Order to Invoice.
Window size. Many of the Connected windows have been resized to display more description for line items and comments, making more text visible.
Window Appearance on Mac OS has been enhanced. Tab's within windows are now displayed consistently with other Mac OS windows. Entry screens, such as an Account Invoice, now have alternating white and blue lines in the background making information easier to read on screen.
A/R Item Sales History Report has two new subtotal options for Sales Rep and Primary Vendor. Easily find out how much a rep has sold for a date range or how much you have sold of a particular vendor's product.
Vendor Invoice Number in the Purchases screen has been increased from 10 characters to 20 characters to support long vendor invoice numbers.
Eleven custom purchase order fields have been added to the Purchase Orders window. The new fields can be labeled, support data entry, and can be added to your printed forms. There are six alpha-numeric, two numeric, two date, and one comment field.
Sales Order window has a new Purchase Orders tab to see a listing of all related purchase orders. The new tab allows you to print a purchase order, drill down and open a purchase order, and see the expected date of each purchase order line item.
Purchase Order window hotlink to Order Number. The "Order No" field, that typically represents a customer's order number has been made a hotlink so you can easily click and open a customers order.
Purchase Order window now supports a Quick Post for PO Receiving's. Enter and post your receiving and use the Sales Order hotlink to return to your customers order and commit the applicable inventory.
The Estimates window in the Job Costing module also supports the eleven new custom sales fields. The new fields can be labeled, support data entry, and can be added to your printed form. There are six alpha-numeric, two numeric, two date, and one comment field.
Create an Estimate from a Job that already exists. In past versions, an estimate could only be used to create a job. Now jobs can be setup and have time and other costs allocated before an estimate is created.
Block Timesheet Entry from specific job phases
Changes to the default Estimate form template to have a fixed header on the form.
Print Orientation and Scaling on Mac OS now uses the proper Page Setup window. In previous versions, a Paper Settings window had to be enabled to control this functionality due to conflicts with OS 10.5.
As of April 1, 2013, all of our customers in British Columbia Canada have changes to the the sales tax rules. This entry includes instructions and a short video tutorial on how to batch update customer tax information.