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FR 9 Build 300: 04-16-2010

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FR 9 Build 300: 04-16-2010

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FR 9 Build 300: 04-16-2010

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Search Descriptions

We've added "Search Descriptions" to all reports for feature release 9.  Search descriptions will list all of the criteria used to filter and generate each report.  This feature will make it easy to understand which filters and values were used to create each report.

 

By default, this feature is automatically enabled and will print at the end of each report.  You can turn this feature off by  right clicking your mouse button, and from the popup menu select the "User Settings" menu option then toggle off the "Display Search Descriptions" menu item.  

 

 

Quick Access Toolbar

The Quick Access tool bar was added to help save screen space for users with lower resolution monitors.  You can  toggle off the Tab Groups from the Appearance tab of the ribbon bar giving you more viewable screen space for reports.  The quick access tool resides at the top of Communiqué's main window conveniently out of the way.  You have access to all 200 plus standard reports by clicking any one of the arrows and selecting a desired report.

 

 

PayPal Reconciliation (PPR)

Initial release.

 

Dashboard

Category Sales

Initial Release.

 

Sales at a Glance

Added a Yearly tab to view sales from year to year.
Added an L12 tab so you can display sales for the last 12 months.
Added a YTY option so you can compare this years sales with sales from the same period last year.  This option does not work for the Yearly tab.

 

Top Inventory

Added a Margin column.

 

 

Index Optimizations for Communiqué

Orders -> Shipping
Inventory -> Category

 

 

Kits and Kit related issues

We've put allot of work into resolving Kit related issues - most if not all should be resolved.  If you find any additional issues let us know.

 

 

General Enhancements or Fixes

Report Search Descriptions.
Quick Access Toolbar
2010 year support for reports making year to year comparisons.
Calculating the Web Order Nbr or Web ID now displays blank instead of 0.
Sales Tax reports:  Added full state name to the search so the abbreviation and full name are used for locating taxable sales.
Section counts haves been added to many reports so you will know how many items are listed.  Not all reports have this feature and some reports will not accommodate this feature due to space limitations.
Top Selectors:  Added 75 & 100 to the drop down lists.  Also added the ability to manually edit the number so you can enter any number you like.  Caution should be used because you inadvertently retrieve large volumes of data which may cause the report to execute very slowly.
Added "Exclude Drop Ships" filter option to many of the inventory reports.
Added a "Do Not Mail To" filter to the data filters for all reports in the Customer section.

 

 

New Reports

1. Approved Orders - Products not Shipped:  This report is located in the Orders -> Quick Filter section.
2. Canceled Orders - Notes Log:  This report is located in the Orders section.
3. Carrier Summary:  This report is located in the Shipping -> Shipping Cost section.
4. Category Sales by Month:  This report is located in the Sales -> Categories section.
5. Category Sales by Quarter:  This report is located in the Sales -> Categories section.
6. Category Sales by Year:  This report is located in the Sales -> Categories section.  
7. Customer Sales by SKU:  This report is located in the Customer -> Customer Sales section.  
8. Customer Sales by Category:  This report is located in the Customer -> Customer Sales section.  
9. Days Since Last Order: : This report is located in the Customer section.  
10. Deposit Slip: This report is located in the Miscellaneous section.  
11. Drop Ships - Actual vs. Expected Costs: This report is located in the Purchase Orders section.  
12. Drop Ships - No Supplier Invoice: This report is located in the Purchase Orders section.  
13. International Sales by Month:  This report is located in the Geos -> International Sales section.
14. International Sales by Quarter:  This report is located in the Geos -> International Sales section.
15. International Sales by Year:  This report is located in the Geos -> International Sales section.  
16. Inventory Received: This report is located in the Purchase Orders section.
17. Inventory Received by Supplier: This report is located in the Purchase Orders section.  
18. Inventory Sold but not Shipped:  This report is located in the Orders -> Quick Filter section.
19. Inventory Values by Category:  This report is located in the Suppliers section.
20. Kit Listing: This report is located in the Inventory -> Kits section.  
21. Open POs - Details by Supplier: This report is located in the Purchase Orders section.  
22. Open POs - Summary by Supplier: This report is located in the Purchase Orders section.  
23. Order Listing:  This report is located in the Orders section.
24. Payment Transaction History:  This report is located in the Customer section.
25. Product Listing - Net Sold:  This report is located in the Inventory section.
26. Purchase Orders - No Supplier Invoice: This report is located in the Purchase Orders section.
27. RMA Summary: This report is located in the Returns & Exchanges section.  
28. Shipments Missing Cost:  This report is located in the Shipping -> Shipping Cost section.
29. Cost by Carrier:  This report is located in the Shipping -> Shipping Cost section.
30. Shipping Cost by Method:  This report is located in the Shipping -> Shipping Cost section.
31. Turn Over Rate:  This report is located in the Inventory section.

 

A Kits sub section has been added to the Inventory section.

A Shipping Costs sub section has been added to the Shipping section

 

 

Report Enhancements and Fixes

Accounting Summary from History

Added a Shipping Cost column for a more accurate net profit and margin.
Added "Source of Sale" filter option to the data filters.
Added "Status" column to the report.

 

Best Sellers

Added the "Exclude Discontinued SKUs" filter option to the data filters.

 

Customer Sales by SKU

Added a Category filter to the data filters.

 

Customer Directory

Added a "Do Not Mail To" filter to the data filters so you can exclude customers who've already indicated they do not want you contacting them.

 

Customer Phone Book

Added a "Do Not Mail To" filter to the data filters so you can exclude customers who've already indicated they do not want you contacting them.

 

Drop Ship Orders

Added a Country field.

 

High Dollar Buyers

Added a "Do Not Mail To" filter to the data filters so you can exclude customers who've already indicated they do not want you contacting them.

 

Product Listing

Added the "Exclude Drop Ships" filter option to the data filters.

 

Product Listing - Net Sold

Added the "Exclude Drop Ships" filter option to the data filters.

 

Product Listing by Supplier

Added the "Exclude Drop Ships" filter option to the data filters.

 

Purchase Order Status

Added a expected total summary.

 

Repeat Buyers

Added a "Do Not Mail To" filter to the data filters so you can exclude customers who've already indicated they do not want you contacting them.

 

Sales by Supplier SKUs

Added a Report grand total.

 

Sales by Supplier SKUs - Net Profit

Added a Report grand total.

 

Sales by Suppliers

Returns are now used for calculations.

 

Sales Taxes by Jurisdiction

Resolved an issue with this report when jurisdictions are not defined correctly or when there are no jurisdictions.

 

Shipping Costs by Order

The Carrier combo box now accepts manual entry so you can search by carriers not found in your lookup table.
The Ship Method combo box now accepts manual entry so you can search by Ship Methods not found in your lookup table.

 

Shipping Method Summary

Totally revamped so its even more useful.

 

Source of Sale Counts by Year

Added a data filters dialog so you can filter it exactly like the other Source of Sale Counts reports.

 

Source of Sale Sales by Year

Added a data filters dialog so you can filter it exactly like the other Source of Sale Sales reports.

 

Suggested Product Order

Added the "Exclude Discontinued SKUs" filter option to the data filters.

 

Top Customers

Added a "Do Not Mail To" filter to the data filters so you can exclude customers who've already indicated they do not want you contacting them.

 

Top Inventory

Added color coding for the Needed column.
Added the "Exclude Drop Ships" filter option to the data filters.
Added the "Exclude Discontinued SKUs" filter option to the data filters.

 

 

Relocated Reports

Drop Shipped Orders report moved to the Purchase Orders section.

Method Summary report moved to the Shipping -> Shipping Cost sub-section.

Shipping Costs by Order report moved to the Shipping -> Shipping Cost sub-section.

 

 

Web Help

Initial release.

 

 

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