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communiqué V2 release notes

Version 2 build 375, March 31, 2012
Overview for this release

With this release, we've added 22 new standard reports.  Communiqué now ships with more than 300 standard reports not including the 20 additional reports which come with the reconciliation modules.  One new report in particular you may find interesting is the Inventory -> Inventory Aging and the Inventory -> Inventory Price Range Variance reports.

This release also includes the "Data Analyzer" preview which provides a sneak peak of some of the new and exciting features slated for Version 3 due out 1st of June 2012. 

General Enhancements or Fixes

  • Voided tracking number issue resolved with the shipping reports.

 

PayPal Reconciliation (PPR)

Mobile and Express payment types are now fully supported.  The transaction matching has been improved so you should see a better matching rate with this new release.

 

New Reports

  • Drop Shipped SKUs - Net Profit: This report is located in the Purchase Orders -> Drop Ships section.

  • Intl Sales - Monthly Sales Summary: This report is located in the Geos -> International Sales section.

  • Intl Sales - Weekly Sales Summary: This report is located in the Geos -> International Sales section.

  • Inventory Aging: This report is located in the Inventory section.

  • Inventory Price Range Variance: This report is located in the Inventory section.

  • Province Sales - Monthly Sales Summary: This report is located in the Geos -> Canadian Sales section.

  • Province Sales - Weekly Sales Summary: This report is located in the Geos -> Canadian Sales section.

  • Payment Methods - Monthly Sales Summary: This report is located in the Financials -> Payment Methods -> Transactions section.

  • Payment Methods - Weekly Sales Summary: This report is located in the Financials -> Payment Methods -> Transactions section.

  • Sales Person - Monthly Sales Summary: This report is located in the Sales Person -> Sales Person Sales section.

  • Sales Person - Weekly Sales Summary: This report is located in the Sales Person -> Sales Person Sales section.

  • Sales Tax by Order - Exempt SKUs: This report is located in the Financials -> Taxes section.

  • Shipping Summary by SKU: This report is located in the Shipping section.

  • SKU Sales by Order Number: This report is located in the Sales -> SKU Sales section.

  • SKU Sales by Stocking Type: This report is located in the Sales -> SKU Sales section.

  • Supplier Costs - Monthly Sales Summary: This report is located in the Suppliers -> Suppliers Costs section.

  • Supplier Costs - Weekly Sales Summary: This report is located in the Suppliers -> Supplier Costs section.

  • Supplier Sales - Monthly Sales Summary: This report is located in the Suppliers -> Suppliers Sales section.

  • Supplier Sales - Weekly Sales Summary: This report is located in the Suppliers -> Supplier Sales section.

  • US Sales - Monthly Sales Summary: This report is located in the Geos -> US Sales section.

  • US Sales - Weekly Sales Summary: This report is located in the Geos -> US Sales section.

  • Unapproved Drop Ships: This report is located in the Orders section.

 

Report Enhancements and Fixes

Best Sellers

  • Added a US States filter page to the data filers so you can now filter Best Sellers by State.

Category Sales by Customer

  • Added a Sales Person filter tab to the data filters so you can filter this report by sales person.

  • Added a US States filter tab tot he data filters so you can filter by US States.

Customer Directory

  • Added a US States filter tab tot he data filters so you can filter by US States.

Customer Phone Book

  • Added a US States filter tab tot he data filters so you can filter by US States.

Customer Sales by SKU

  • Added a Sales Person filter tab to the data filters so you can filter this report by sales person.

  • Added a US States filter tab tot he data filters so you can filter by US States.

Customer Sales Listing

  • Added a Sales Person filter tab to the data filters so you can filter this report by sales person.

  • Added a US States filter tab tot he data filters so you can filter by US States.

Drop Ships - Actual vs. Expected Costs

  • Resolved an enterprise related issue related to null or zero values.

Days Since Last Order

  • Resolved a calculation related issue.

  • Added a Sales Person filter tab to the data filters so you filter this report by sales person.

High Dollar Buyers

  • Added a Sales Person filter tab to the data filters so you can filter this report by sales person.

  • Added a US States filter tab tot he data filters so you can filter by US States.

Monthly Accounting Summary

  • Added a thru date filter so you can set the end date for the report.

Open Balances

  • Added a Sales Person filter tab to the data filters so you can filter this report by sales person.

  • Added a US States filter tab tot he data filters so you can filter by US States.

Order Listing

  • Added a US States filter page to the data filers so you can now filter by State.

Order Summary

  • Added a US States filter page to the data filers so you can now filter by State.

Repeat Buyers

  • Added a Sales Person filter tab to the data filters so you can filter this report by sales person.

  • Added a US States filter tab tot he data filters so you can filter by US States.

Revised Order Listing

  • Added a US States filter page to the data filers so you can now filter by State.

Supplier Costs by Date

  • Added a PO Type filter.

Sales by SKU

  • The grand total margin was not calculating correctly is now resolved.

Sales Person Summary

  • Margin not calculating correctly since it included the Sales Tax has been resolved.

Sales Summary - Adjustments Only

  • Added a US States filter page to the data filers so you can now filter by State.

Sales Summary - Net Profit

  • Added a US States filter page to the data filers so you can now filter by State.

Sales Summary

  • Added a US States filter page to the data filers so you can now filter by State.

Top Customers

  • Added a Sales Person filter tab to the data filters so you can filter this report by sales person.

  • Added a US States filter tab tot he data filters so you can filter by US States.

Weekly Accounting Summary

  • Added a thru date filter so you can set the end date for the report.

 

Payment Methods sub-section divided into Orders and Transactions to reflect which table is being used to derive the report results.

Purchase Orders has been divided into 2 new sub-sections Drop Ships and Purchase Orders.

 

 

Use Billing State option added to the following Geos -> US Sales reports

  • State Sales by Date

  • State Sales by Month

  • State Sales by Quarter

  • State Sales by Year

  • Monthly Sales Summary

  • Weekly Sales Summary

 

Quantity Ordered Selector added to the following reports

  • Category Sales by Date

  • Category Sales by Month

  • Category Sales by Quarter

  • Category Sales by SKU

  • Category Sales by Year

  • Category - Monthly Sales Summary

  • Category - Weekly Sales Summary

  • SKU Sales by Order Number

 

 
Version 2 build 360, January 6, 2012
Overview for this release

With the advent of the new year, we've performed extensive testing to ensure there are no date and time issues with Communiqué due to the new year.  22 new reports have been added to this release bringing the total number of standard reports to more than 280.  We should reach 300 standard reports by the next release due out sometime in March 2012.  We've added 2 whole new sets of reports for Coupons and Referrals which can be found in the Sales section. 

 

2012 Date compatibility for "By Year" reports

  • Canadian Province Sales by Year.

  • Category Sales by Year.

  • International Sales by Year.

  • Payment Methods by Year.

  • Sales Person by Year.

  • SKU Counts by Year.

  • SKU Sales by Year.

  • Source Counts by Year.

  • Source Sales by Year.

  • Supplier Counts by Year.

  • Supplier Sales by Year.

  • US State Sales by Year.

 

General Enhancements or Fixes

  • The Dupes Explorer no long depends of the mpd.lic file in order to activate and use.

 

Report Scheduling

  • Encode date error with scheduling resolved.

 

Amazon Settlement Reports (ASR)

  • Amazon Settlement Summary report for Gold Merchant accounts the tax collected was not taken into account when calculating the net deposit amount for those sales charged sales tax.  This issue has been resolved.

 

Dashboard

Category Sales

  • Added the Categories filter tab to the data filters.

  • Added the Countries filter tab to the data filters.

  • Added the Source of Sales filter tab to the data filters.

  • Added the US States filter tab to the data filters.

International Sales

  • Added the Countries filter tab to the data filters.

  • Added the Source of Sales filter tab to the data filters.

Order Status

  • Added the Countries filter tab to the data filters.

  • Added the Source of Sales filter tab to the data filters.

  • Added the US States filter tab to the data filters.

Payment Methods

  • Added the Countries filter tab to the data filters.

  • Added the Source of Sales filter tab to the data filters.

  • Added the US States filter tab to the data filters.

Sales at a Glance

  • Added the Countries filter tab to the data filters.

  • Added the Referrals filter tab to the data filters.

  • Added the Sales Person filter tab to the data filters.

  • Added the Source of Sales filter tab to the data filters.

  • Added the US States filter tab to the data filters.

Source of Sales

  • Added the Countries filter tab to the data filters.

  • Added the Source of Sales filter tab to the data filters.

  • Added the US States filter tab to the data filters.

Sales by Person

  • Added the Countries filter tab to the data filters.

  • Added the Sales Person filter tab to the data filters.

  • Added the Source of Sales filter tab to the data filters.

  • Added the US States filter tab to the data filters.

Top Customers

  • Added the Countries filter tab to the data filters.

  • Added the Source of Sales filter tab to the data filters.

  • Added the US States filter tab to the data filters.

Top Inventory

  • Added the Categories filter tab to the data filters.

  • Added the Countries filter tab to the data filters.

  • Added the Source of Sales filter tab to the data filters.

  • Added the US States filter tab to the data filters.

Top Suppliers

  • Added the Categories filter tab to the data filters.

  • Added the Countries filter tab to the data filters.

  • Added the Source of Sales filter tab to the data filters.

  • Added the US States filter tab to the data filters.

Workflow

  • Added the Countries filter tab to the data filters.

  • Added the Source of Sales filter tab to the data filters.

  • Added the US States filter tab to the data filters.

 

New Reports

  • Assemblies - Monthly Sales Summary: This report is located in the Inventory -> Assemblies section.

  • Coupon Summary: This report is located in the Sales -> Coupons section.

  • Coupon Summary by Date: This report is located in the Sales -> Coupons section.

  • Customer Name Discrepancies: This report is located in the Data -> Customers section.

  • Kits - Monthly Sales Summary: This report is located in the Inventory -> Kits section.

  • Kits - Best Sellers: This report is located in the Inventory -> Kits section.

  • Monthly Category Sales: This report is located in the Sales -> Categories section.

  • Monthly Coupon Summary: This report is located in the Sales -> Coupons section.

  • Monthly Referral Summary: This report is located in the Sales -> Referrals section.

  • Orders Missing Packing Data: This report is located in the Shipping -> Packing section.

  • Parent SKUs - Monthly Sales Summary: This report is located in the Inventory -> Parent SKUs section.

  • Referrals at a Glance: This report is located in the Sales -> Referrals section.

  • Referrals by Date: This report is located in the Sales -> Referrals section.

  • Sales Summary - Adjustments Only: This report is located in the Sales section.

  • Shipping Methods by Destination: This report is located in the Shipping section.

  • SKUs - Monthly Sales Summary: This report is located in the Sales -> SKU Sales section.

  • SKU Sales by Price Level: This report is located in the Sales -> SKU Sales section.

  • Tax Exempt Orders: This report is located in the Financials -> Taxes section.

  • Voided Shipments: This report is located in the Shipping section.

  • Weekly Category Sales: This report is located in the Sales -> Categories section.

  • Weekly Coupon Summary: This report is located in the Sales -> Coupons section.

  • Weekly Referral Summary: This report is located in the Sales -> Referrals section.

 

Report Enhancements and Fixes

Category Sales by Month

  • Added a PAvg column to the report which represents the period average.

Customer Sales Listing

  • Custom Filters added to the data filters so you can search using custom filters.

Daily Shipping Summary

  • Ship Methods with time now display on the report for Today and Yesterday date selectors.

Days Since Last Order

  • Resolved a search issue related to SKUs.

Inventory Value

  • Many issues were addressed and resolved with this report namely primary supplier and average cost issues.

Product Ranking

  • Added the column LDate (last received date).

Referral Filter Page added tot he following reports:

  • Referral Summary by Date

Sales Person Filter Page added to the following reports:

  • Sales Person Details

  • Sales Person Summary

  • Sales Person Sales by Date

  • Sales Person Monthly Sales Summary

  • Sales Person Quarterly Sales Summary

Sales Summary

  • Custom Filters added to the data filters so you can search using custom filters.

  • "Exclude Partial Shipments" filter options added to the data filters.

Sales Summary - Net Profit

  • Custom Filters added to the data filters so you can search using custom filters.

  • "Exclude Partial Shipments" filter options added to the data filters.

Shipping Reports - General

  • Voided shipments are now excluded for all shipping reports and when calculating shipping costs.

Shipping Cost by Carrier

  • Multi-package grouping applied to this report so all packages from the same order would be grouped together.

Shipping Cost by Method

  • Multi-package grouping applied to this report so all packages from the same order would be grouped together.

Source of Sale - Net Profit

  • Resolved an issue related to how product costs and shipping were calculated for Manual and Point of Sale orders.

 

Packers sub-section moved to Packing

Packing Summary report moved to packing

Unapproved Orders with Payments report move to Financials

 

 
Version 2 build 350, October 5, 2011
Overview for this release

This release features 2 important enhancements:  the ability to search using custom fields defined in SEOM and Report views.  Additional enhancements regarding the primary supplier indicator and thru dates extend reporting capabilities.  A new reconciliation module "Overstock.com" has been added to this release along with enhancements to the Amazon Settlement Reports (ASR) and the PayPal reconciliation (PPR). 

Communiqué now ships with over 260 integrated standard reports.  In this release 7 new standard reports have been added as well as new report sub-sections like History in the financials section.

To view the webinar regarding enhancements, new reports, and fixes, click here...

 

Custom Fields Filtering

The ability to filter reports by custom fields defined in SEOM has been added to the release.

 

Report Scheduling

Report Schedule editor.  You can now edit and change scheduling options for scheduled reports.  This feature is available from the main Dashboard scheduling tab.  A new edit option has been added to the popup menu.

 

General Enhancements or Fixes

  • Customer Dupes is now a free utility.  It can be found in the Data section.

  • The reconciliation module section has been re-designed to improve screen space for additional modules planned for future releases.

 

Report Views

The ability to save report views been added to the release.  You can save various different queries for each report and reuse them later.

 

Amazon Settlement Reports (ASR)

  • Added a "Post Payments to SEOM" option.

  • Added a "Apply Fees as Discount" option.

 

PayPal Reconciliation (PPR)

  • Website Payment Pro support added.

  • eCheck support improved.

  • Added a new report "Withdraw Funds" to the PPR.

 

Overstock Reconciliation (OSR)

  • Initial release of the Overstock reconciliation module.

 

New Reports

  • Back Orders to be Filled - Balance Due: This report is located in the Sales -> Quick Filter section.

  • Daily Accounting Summary: This report is located in the Financials section.

  • Monthly Accounting Summary: This report is located in the Financials section.

  • Weekly Accounting Summary: This report is located in the Financials section.

  • Expected Shipments: This report is located in the Sales -> SKU Sales section.

  • SKU Assignments by Location: This report is located in the Inventory -> Locations section.

  • Withdraw Funds: This report is located in the PayPal section.

 

Report Enhancements and Fixes

Category Reports

  • All category reports in the Sales -> Category section now have the option "Show Uncategorized Sales" available in the data filters.  When selected, this will display sales from SKUs which are not assigned to a category.

Inventory Details by Supplier

  • The filters selected were not being applied correctly with this report.

Order Detail Listing

  • Added a SKUs filter to the data filters.

  • Added an Order Nbr filter to the data filters.

Order Payment Transactions

  • Report grand totals were added to the report.

Primary Supplier Flag

  • Many reports used an underlying primary supplier filter.  This caused some issues with certain reports so we moved this filter to the data filters so you can option select or unselect this filtering as necessary.  This change affected 20 of more reports.

Thru Dates

  • Though many reports already used the thru date, many more reports had this feature added in this release to extend the capabilities of those reports.  Instead of using the current date as the end point for those reports, you can now set the end date yourself making it possible to run those reports for any time frame you require.  This enhancement affected about 10 reports.

US State Sales reports

  • A "Use Billing State" option has been added to this group of reports allowing you to choose to display the results by ship or billing state.

 

 
Version 2 build 332, April 7, 2011
This is a basic maintenance release addressing some minor issues with the initial release of V2.
 
Version 2 build 330, April, 4, 2011
Overview of V2

We are proud to announce the immediate release of Communiqué Version 2 (V2).  Version 2 (V2) is the most significant release since Communiqué's initial debut in March 2009.

Communiqué now ships with over 250 integrated standard reports.  In this release 26 new standard reports have been added as well as report sub-sections like Locations, Packers, New Product Sales, Advertising Markets, Counties, Cities, Variance Sales, etc.

 

Report Scheduling

Most Importantly, this release contains one of the most sought after and requested feature for Communiqué since it's initial debut:  Scheduling and Auto-run reports.  V2 now supports report scheduling so you can automatically run and generate reports unattended.  You can schedule reports to run once, daily, weekly, or monthly.  Scheduled reports can be saved to a directory anywhere on your computer or network as an Adobe Acrobat (*.pdf) file, Excel (*.xls) file, Comma Separated Values (*.csv), Report Archive (*.raf) file.  You can also send a scheduled report via email as well so you can have most any report sent to any email recipient you designate automatically and unattended.  Imagine coming into work Monday morning with your key sales reports in your inbox waiting for you.  Click here for more info and how to schedule a report for auto run.

 

Email To Option

With this release, we also included an Email To option so you can email any report to anyone you designate.  This feature is available with all reports and accessing this feature is as simple as clicking the right mouse button on any report and selecting the "Email To" option from the popup menu.  Click here for more info about how to email a report to select recipients.

 

Accounting Reports

With the addition of the Inventory Value report found in the Inventory section, Communiqué now contains all of the necessary minimum reports, which  Roxanne Brown (our resident SEOM/QuickBooks expert and Advanced Certified QuickBooks Pro/Advisor) recommends should be run monthly for every SEOM user.  With V2, you can schedule and run all of the necessary accounting reports directly from Communiqué automatically and unattended.

 

 

Advertising Markets

This release has a new set of reports located in the Geos section which helps you to determine and understand your top performing advertising markets (Additional data file required and sold separately).  These reports are especially useful when you need to determine where and how much to allocate for your advertising budget.

 

 

Variance Reports 

Since the initial debut, variance reports have been one of the most requested report categories.  This release features 3 variance reports with more to come.

 

 

 General Enhancements or Fixes

  • During startup, Communiqué now rereads the store name from the database it's connected to.

  • Drop down year selectors have been expanded from 5 to 10 years to accommodate SEOM user's who've been using Order Manager for more than 5 years.  The Sales by Year reports are mostly affected by this change.

  • 3 new date selections have been added L12M (last 12 months), L12W (last 12 weeks), 365 (365 days) to the date selectors for the data filters.

  • Improved and streamlined color scheme selection for Communiqué.  It's no longer necessary to navigate the menus to choose a new color scheme.  All color scheme options are not available directly on the appearance tab of the ribbon bar.

  • The default color scheme is now Office 2010 Blue. 

 

Dashboard

  • The Workflow Overview dashboard has been added.  This is an area/line chart view which plots the order processing workflow.

  • User settings are no longer being retained for dashboard selections.  Too many customers were having issues with too many dashboards open and extraordinarily long date selections which caused startup times to be rather excessive.  This is expected behavior given the circumstance; however, we experienced an inordinate spike in tech support.  Starting with V2, the user settings will no longer be saved and shut down and restored on start up.  On start up, the main dashboards will look back 7 days and the sideboards will all be closed.

  • A Daily Shipping Summary dashboard has been added to the analytics tab.  This dashboard summarizes your shipping operations for each day in the date range selected.

  • An Order Status dashboard has been added to the analytics tab.  This dashboard provides an overview into the current status of orders being processed.

  • The Top Customers dashboard has been moved to the sideboard.

  • The Top Inventory dashboard has been moved to the sideboard.

  • The Top Suppliers dashboard has been moved to the sideboard.

  • The L12W used absolute days instead of absolute weeks causing a perception issue in conjunction with using the YTY filter.  We resolved this issue by using absolute weeks; however, last year's weeks do not match this year's weeks due to the vagaries of how the calendar operates.

  • Added a splitter bar to the Analytics section so you can easily resize it and more easily view the data.  The dashboards on the left occupied a disproportionate amount of screen space, especially when Communiqué is maximized, so this provides an opportunity to resize the analytics section for more comfortable viewing.   

 

Source of Sales Issue

FR 9 Build 312 introduced some new rules for handling manual orders assigned to a shopping cart.  This caused an issue with some customers and the Sales Persons reports so we added a "All Manual Orders Only" filter which ignores this rule and lists all orders for a sales person which have been entered manually.

 

Credit Card Reconciliation (CCR)

  • Added order number option.

 

New Reports

  • Advertising Areas - Sales by Date: This report is located in the Geos -> Advertising Areas section.

  • Advertising Areas - Top Advertising Markets: This report is located in the Geos -> Advertising Areas section.

  • Advertising Areas - Weekly Sales Summary: This report is located in the Geos -> Advertising Areas section.

  • Bins Out of Stock: This report is located in the Inventory -> Locations section.

  • Cities - Sales by Date: This report is located in the Geos -> Cities section.

  • Cities - Top Cities: This report is located in the Geos -> Cities section.

  • Cities - Weekly Sales Summary: This report is located in the Geos -> Cities section.

  • Counties - Sales by Date: This report is located in the Geos -> Counties section.

  • Counties - Top Cities: This report is located in the Geos -> Counties section.

  • Counties - Weekly Sales Summary: This report is located in the Geos -> Counties section.

  • Daily Shipping Summary :  This report is located in the Shipping section.

  • Global SKU Sales:  This report is located in the Geos section.

  • Inventory Value: This report is located in the Inventory section.

  • Multi-SKU Assignments: This report is located in the Inventory -> Locations section.

  • New Product Sales by SKU:  This report is located in the Sales -> New Product Sales section.

  • New Unit Sales by SKU:  This report is located in the Sales -> New Product Sales section.

  • Out of Stocks with Sales: This report is located in the Inventory section.

  • Packer Summary by Date: This report is located in the Shipping -> Packers section.

  • Pending Orders with a Balance:  This report is located in the Orders -> Quick Filter section.

  • Product Ranking: This report is located in the Inventory section.

  • Revised Order Listing: This report is located in the Orders section.

  • Web Feed:  This report is located in the Inventory section.

  • Variance by Category:  This report is located in the Sales -> Variance Sales section.

  • Variance by SKU:  This report is located in the Sales -> Variance Sales section.

  • Variance by Supplier:  This report is located in the Sales -> Variance Sales section.

  • Zero Dollar Sales: This report is located in the Sales section.

 

Report Enhancements and Fixes

Best Sellers

  • Added a Margin column

Carrier Summary

  • Changed the # Orders column to # Packages since the number displayed was really packages and not orders.

Category Sales by SKU

  • Added a toggle to use Qty Ordered instead of Qty Shipped.

Drop Ships - No Supplier Invoice

  • Added a report grand total.

Inventory Management Reports

  • Added Supplier SKU to the data set so this data element is available when exported.

Inventory Turnover Rate

  • Added the RPoint (Reorder Point) column to the report.

  • Added the RQty (Reorder Quantity) column to the report.

Purchase Orders - On Order by SKU

  • Added a supplier filter to the data filters so you can filter this report by supplier.

Purchasing Management Reports

  • Added Supplier SKU to the data set so this data element is available when exported.

Sales by SKU

  • Added a toggle to use Qty Ordered instead of Qty Shipped.

Sales by Supplier Products

  • Added a Supplier SKU column

Suggested Product Order Reports

  • Added Supplier SKU to the data set so this data element is available when exported.

Top Inventory

  • Added a Margin column.

  • Changed the Net label to Profit.

 
 
Version 1.x Release Notes
This link directs you to the release notes for all of the version 1.x releases.
 
 
 
 
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