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Build 3.0.0.93 (Posted on 11/24/2008)
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| Feature Request -
InvenTrakk is now able to export any report to EXCEL or PDF file formats. |
| Feature Request -
InvenTrakk - now offers a simple way to transfer a serviced unit into inventory so that it can be serviced and then sold as used equipment. Simply open the serviced unit and change its status to "In Stock" and InvenTrakk will handle the rest. This new feature will also allow users to move a unit from one parent make/model to another should they ev |
| Feature Request -
InvenTrakk now supports credit card processing! Easily swipe or type credit cards into inventrakk and process them in seconds! |
| Feature Request -
To keep credit card information safe, InvenTrakk will only store the last 4 digits of processed credit cards. |
| Feature Request -
Users may now edit expenses in the business expense manager |
| Feature Request -
InvenTrakk will now auto detect the credit card type and fill it in for the end user. InvenTrakk can now auto-detect VISA, MasterCard, Discover, American Express, Diners Club, JCB, Carte Blanche and Australian BankCard and will also allow users to use cards that cannot be processed (ie. Texaco) |
| Feature Request -
Credit Card Totals have now been added to the cash drawer balancing report. |
| Feature Request -
InvenTrakk contained a stock tracking defect that was throwing off stock tracking by 1 if a user sold a negative inventory quantity and then deleted the negative inventory quantity. |
| Feature Request -
the payment screen which is auto displayed for unpaid invoices is now an optional feature in inventrakk |
| Feature Request -
The Help file has been updated for InvenTrakk's new credit card processing functionality |
| Feature Request -
InvenTrakk now allows users to perform telephone searches using parenthesis, brackets, dashes and spaces and will still locate the appropriately customer account by phone. In the past users could only type the phone number with no dashes, spaces etc. |
| Feature Request -
Help has been added to the help manual for InvenTrakk's new credit card processing |
| Feature Request -
The cash flow summary report was not including customer refunds into the calculation. The cash flow detail was correct. |
| Feature Request -
Amount has been added to the credit card processing screen. |
| Feature Request -
The Quickbooks export would throw an error if a user needed to export a refunded deposit. The export has been updated to fully support deposit refunds now. |
| Feature Request -
Credit Card Validation of all credit card types has been updated to a more advanced type detection algorithm |
| Feature Request -
The last 4 digits of credit card numbers will now print out on all of InvenTrakk's invoices and sales slips. |
| Defect -
Returning serialized items was broken in 3.0.0.87 causing inventrakk to not issue the appropriate store credit amount to customers in 87, 90 and 91. This has been resolved in 3.0.0.93. |
| Defect -
Clicking the "Connect to Sample Database" option under the file menu was connecting users to the local inventrakk.mwf file rather than sample.mwf |
| Defect -
The auto archive feature for purchased items on the customer account screen was pulling the oldest purchased items instead of the latest purchased items. |
| Defect -
InvenTrakk has been updated to support the Charge It Pro credit card processing 2.1 interface. |
| Defect -
The Quickbooks export has a new "Advanced" Tab which will allow you to reset your Quickbooks export settings and export history so that you can connect to a new Quickbooks company file should you ever need to do so. |
| Defect -
Customers were unable to make partial credit card payments. The issue has been resolved. |
| Defect -
The work order manager was not sorting the work order number correctly in all situations. |
| Defect -
The tab order was out of sequence on the payment refund screen. |
| Defect -
The credit card number field was too small to hold some swiped cards. Field size has been increased to accomodate all cards. |
| Defect -
The manufacturer filter on warranty claims was not functioning. |
| Defect -
inventrakk was showing that credit card processing was enabled even when it was disabled. |
| Defect -
Full deposit details are now available on InvenTrakk order print outs in addition to invoice print outs |
| Defect -
Prior to inventrakk 3.0.0.82 inventrakk's price files could not contain commas in the cost field. After 3.0.0.82 inventrakk can handle this formatting if needed. |
| Defect -
When saving an order in InvenTrakk, Inventrakk would often generate blank inventory items. All blank items will be removed and issue is resolved. |
| Defect -
When voiding an invoice and deleting an order InvenTrakk was erasing the voided invoice so that only a total could be seen. InvenTrakk now leaves the full voided invoice for a full audit trail and so that the quickbooks export can export voided invoices to negate revenue. |
| Defect -
Users were able to cancel out of the refund screen in the return manager and the return would still go through leaving users no way to give money back to the customer. |
| Defect -
Deposits were not showing up on the cash drawer balancing report. |
| Defect -
When recording an expense, if the user recorded a description longer than 50 characters InvenTrakk was crashing. InvenTrakk now enforces the 50 character limitation so that a crash will no longer occur. |
| Defect -
When receiving Purchase Orders, the purchase order status would not always close or open appropriately if you were receiving quantities of inventory greater than 9 |
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Build 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 |