Pro Edition R15 Build 760, January 4, 2017

Overview for this release

This release is a general maintenance release.  Minor updates and enhancements have made since the previous release.  Date tests were performed to ensure there are no FY 2017 compatibility issues.

Pro Edition R12 Build 725, June 15, 2016

Overview for this release

This release features a couple of new reports, and updates.  Communiqué Pro now ships with 318 standard reports, 90 Data Analyzers, plus 20 reconciliation reports brining the total number of reports to 426 available with this release.

• More effort went into expanding filters for reports and data analyzers particularly with regard to geographic areas like States, Countries, and Canadian Provinces.

New Reports

• Customer Sales by Brand - Detail: This report is located in the Standard Reports -> Customers -> Customer Sales section. 

Report Enhancements and Fixes

Minor changes and updates have been made to the following reports:

Customer Directory

• NamePrefix, Phone2, Country, PriceLevel fields have been added to the dataset and is available for export.

Inventory Adjustment

• Added the SKUs filter tab to the data filters of the report.

On Order Discrepancy

• Added the PrimarySupplier filter to the report logic.

International Sales

• Fixed error when filtering by Country.

Sales by SKU

• Changed the report logic to prevent records from displaying because there was not a related record in the Customers table.

RFM Customers by Source

• Fixed issues with the grand total area of the report.

Product Ranking

• Added ranking columns to the sort list.

• Added color indicator for the GM column.

Data Analyzer Enhancements

Minor changes and updates have been made to the following data analyzers:

Inventory Adjustment

• Added the SKUs filter tab to the data filters of the report.

Pro Edition R12 Build 725, June 15, 2016

Overview for this release

This release features some new reports, dashboards, and many new updates.  Communiqué Pro now ships with 316 standard reports, 90 Data Analyzers, plus 20 reconciliation reports brining the total number of reports to 426 available with this release.

• This version is also known as the Dossier compatibility version since the dynamic lists have been modified in a manner to support dynamic call lists.

• A great deal of effort went into expanding filters for reports and data analyzers particularly with regard to geographic areas like States, Countries, and Canadian Provinces.

• Countries Filter Tab:  This filter tab has been added to the following reports:

  • Customer Sales Listing

  • Customer Sales by SKU

• Customer Filter Tab:  This filter tab has been added to the following reports:

  • Customer Sales Listing

  • Customer Sales by SKU

• Include All button for filter tabs:  This feature has been added to the following filters:

• Provinces

• Categories

• Countries

• Lists

• Pay Methods

• Referrals

• Ship Methods

• Sources

• Suppliers

• US States

• Use Billing Address Instead Filter Option:  This filter option uses the customer billing address found in the Customer table instead of using the customer ship to address found in the Orders table.  This option has been added to the following reports:

• Reports

• Customer Sales Listing

• Customer Sales by SKU

CRM

• Dossier Compatibility: Tweaked the query generation for dynamic lists so that we could incorporate call list capabilities with in Dossier.  You will need this version in order to use dynamic call list creation with Dossier.

• US Address Only Filter: Added this filter to the General Filter tab for both the Search and Quick Search dialogs.  This filter is data dependent so any US address missing a country designation of either "US", "USA", or "United States" will not be included in the results.

• Nbr Orders & Sales Comparison Operators:  Added comparison operators for both search fields allowing more refined searches based on these data values.

New Reports

• Orders Missing History: This report is located in the Standard Reports -> Financials -> History section. 

Report Enhancements and Fixes

Minor changes and updates have been made to the following reports:

Inventory Received - No Invoice

• Fixed a Type Selector issue.  Was not displaying drop ships correctly.

Pick List by SKU

• Fixed an Approval Date issue.

Product Ranking

• Added ranking columns to the sort list.

• Added color indicator for the GM column.

Data Analyzer Enhancements

Product Replenishment

• Added a "Use Lead Days Only" filter option to the Data Filters for the report.

• Added TOH column which represents the number of days supply remaining based on the current QOH and daily sales factor.

• Added TOHA column which represents the number days supply remaining based on the current QOH and On Order.

• QOH and FIFO Audit Utility:

  • Reinitialize FIFO feature added.

  • Automatically removes orphaned FIFO records.

  •  Adds a FIFO record for each SKU with a QOH > 0. 

Pro Edition R11 Build 700, March 8, 2016

Overview for this release

This release features some new reports, dashboards, and many new updates.  Communiqué Pro now ships with 315 standard reports, 90 Data Analyzers, plus 20 reconciliation reports brining the total number of reports to 425 available with this release.

• Use Billing Address Instead Filter Option:  This filter option uses the customer billing address found in the Customer table instead of using the customer ship to address found in the Orders table.  This option has been added to the following reports:

• Data Analyzers

  • First Time Buyers

  • Customer Sales by Date

  • Days Since Last Order

  • High Dollar Buyers

  • Open Balances

  • Repeat Buyers

  • Top Customers

• Reports

• Days Since First Order

• Days Since Last Order

• Customer Directory

• First Time Buyers

• High Dollar Buyers

• Open Balances

• Phone Book

• Repeat Buyers

• Sales by Date

• Top Customers

• Customer Sales by Brand - Summary

• Customer Sales by Category - Summary

• Customer Sales by Category - Detail

• Category Sales by Customer

• Sales by SKU

• Sales by Supplier SKU

• Sales by Supplier - Net Sold

• Ship Method Filter Tab:  This filter option uses the customer billing address found in the Customer table instead of using the customer ship to address found in the Orders table.  This option has been added to the following reports:

• Dashboard

  • Average Order Value

  • Repeat vs. New Buyers

  • Drop Ship Sales

  • Sales Person

  • Sales at a Glance

  • Source of Sales

  • Top Customers

  • Top Inventory

  • Top Suppliers

• Reports

• Orders Missing Packing Data

• Packing Summary by Date

• Order Packing Summary

• Shipping Carrier Summary

• Shipping Costs by Carrier

• Shipping Cost by Method

• Shipping Costs by Order

• Shipping Method Summary

• Shipments Missing Costs

• Tracking Info by Item

• Tracking Info by Order

• Shipping and Handling Time - SHT

• Intl Shipments by Item

• Pending Shipments

• Shipping Summary by SKU

• Voided Shipments

Dashboards

• Sales Person Dashboard: This dashboard has been added to this release.  It displays sales person sales for the period selected.  It includes an "All Manual Orders Only" filter to display orders entered manually  

New Reports

• Customer Sales by Brand - Summary: This report is located in the Standard Reports -> Customers -> Customer Sales section. 

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

Report Enhancements and Fixes

Minor changes and updates have been made to the following reports:

Category Sales by Customer

• Added the Counties filter tab.

• Added the US States filter tab.

Inventory Value as Of

• Filters out drop ship sales designated via the order.

Physical Inventory

• Added "Use Date Shipped" toggle option.

• Added "Alloc" sort option so you can sort by this column.

Product Replenishment

• Sales Factor now includes what's needed for greater precision.

Returns & Exchanges

• Added Sales Person filter tab.

Sales Person Product Sales

• Added "All Manual Orders Only" filter option.

Sales Summary - Net Profit

• Added shipping address data fields to this report.  The data does not display on the report, but is part of the dataset and available when exported to a data file.

Pro Edition R10 Build 690, October 22, 2015

Overview for this release

This release features the new Credit Card Reconciliation module for the Pro Edition along with 6 new standard reports.  Communiqué Pro now ships with 310 standard reports, 90 Data Analyzers, plus 20 reconciliation reports brining the total number of reports to 420 available with this release.

Credit Card Reconciliation (CCR)

• This module has been added to the Pro Edition.

New Reports

• Parts Assembly Listing: This report is located in the Standard Reports -> Inventory -> Assemblies section. 

• Kit Listing by Part: This report is located in the Standard Reports -> Inventory -> Kits section.

• Payment Accountability by Source: This report is located in the Standard Reports -> Financials -> Payment Methods section.    

• Top Parent SKU Returns: This report is located in the Standard Reports -> Returns & Exchanges section.

• Web Feed: This report is located in the Standard Reports -> Inventory section.  

• Wholesale Price List: This report is located in the Standard Reports -> Inventory section.     

Report Enhancements and Fixes

Minor changes and updates have been made to the following reports:

Accounting Summary by Order

• Added Exclude Cancelled Orders filter.

Product Replenishment

• Added Lot Min Overrides Rec RQty option.

• Rec Ord changed to Rec Units

• Lot Quantities are now calculated with this report.

Purchase Orders - Status

• Added Closed Date, Date Due, and Cancelled as date filter options.

• Added PO Status selector to filter by Closed, Open, or Both.

Pro Edition build 670, May 15, 2015

Overview for this release

This release features the new Inventory Tracking Analyzer which works with the new Inventory Tracking feature with the Inventory Monitor Pro. Another major feature found in this release is the all new "Reinitialize FIFO" option found in the QOH & FIFO Audit Utility.  Additonal enhancements and updates have been incorporated in this release as well.  One new standard report and one new data analyzer has been added to this release.

Dashboard Enhancements and Fixes

• Top  Inventory: In certain circumstances, the GM and GM % were not being calculated correctly particularly with Kits.

PayPal Reconciliation (PPR)

• Added a check for single and double quotes for search values containing quotes.

New Reports

• Product Summary: This report is located in the Standard Reports -> Inventory -> Product Listing section. 

Report Enhancements and Fixes

Minor changes and updates have been made to the following reports:

Kit Listing

• Added # SKUs & # Units columns.

• Existing column # Parts was ambiguous and needed clarification. 

• Added the "Received Date" filter to the data filters. 

Product Sales by Period

• An error AV occurred when using Apply Filters for orders. 

Referral Reports

• Added a check for single and double quotes for those using quotes in the referral name. 

Sales by Supplier - Net Sold

• Display all SKUs is now working

• Qty Ordered option is not working.

• Removed Adjusted for Returns since the report is already calculating it. 

Transaction Log

• Excluded drop shipped orders since they do not affect QOH unless there is a return. 

Data Analyzer Enhancements

• QOH and FIFO Audit Utility:

  • Reinitialize FIFO feature added.

  • Automatically removes orphaned FIFO records.

  •  Adds a FIFO record for each SKU with a QOH > 0.  Ignores cost and enters whatever value is store in the DB for the primary supplier.

• Product Replenishment

  • Multi-Select feature added.

  • Remove Selected option added.

  •   Rec Point <> RPoint filter option added to the popup menu

  • Rec Qty <> Rqty filter option added to the popup menu.

  • Filter Both filter option added to the popup menu.

  • Clear Filters option added to the popup menu.

  • SKUs with Sales option added to the Data Filters

  • Use Lead Days as Minimum option added to the Data Filters.

Pro Edition build 654, February 8, 2015

Overview for this release

This release resolves various access violations when certain reports are first selected.  Though the scope of these access violations were few, it occured with a few popular reports causing some issues for a few users.  This issue has now be resolved with this release.

Pro Edition build 650, January 30, 2015

Overview for this release

This release features a 3 new standard reports, 6 data analyzers, and PayPal reconciliation module plus numerous enhances, updates and fixes.

 PayPal Reconciliation (PPR)

• PayPal reconciliation module has been added to this release.

• Improved support for eBay transactions.

• Additional payment types have been added.

• Minor enhancements and updates have been made to improve transaction processing and matching.

Data Analyzer Enhancements

• Find Panel: The find panel search feature has been added to all data analyzers for this release.  The find panel let's you quickly and easily find all occurrences of numbers, strings, values, text, etc. in the visible columns of the Analyzer.  For example:  You are trying to find all occurrences of "123."  Use the find panel and it will find all occurrences in any cell of any visible column.

• QOH and FIFO Audit Utility:

  • You can now import a data file directly without having to perform a search first.  This feature allows you the flexibility to cycle count and adjust your QOH from random or ad hoc data.

  • Reset QOH for Selected menu option has been added so you can reset the selected SKU instead of all SKUs listed in the grid.

  • Reset FIFO for All and Selected menu option has been added so you rest the FIFO for the SKU only.  This feature gives you the ability to adjust your FIFO without having to adjust you Inventory QOH.

New Data Analyzers

• Returns Summary: This Data Analyzer is located in the Data Analyzers -> Returns section.

• Monthly Returns by SKU: This Data Analyzer is located in the Data Analyzers -> Returns section.

• Weekly Returns by SKU: This Data Analyzer is located in the Data Analyzers -> Returns section.

• Monthly Returns by Supplier: This Data Analyzer is located in the Data Analyzers -> Returns section.

• Weekly Returns by Supplier: This Data Analyzer is located in the Data Analyzers -> Returns section.

New Reports

• Assembly Build List: This report is located in the Standard Reports -> Inventory -> Assemblies section.

• Inventory Received with Invoice : This report is located in the Standard Reports -> Purchase Orders section.

Pro Edition build 620, June 2, 2014

Overview for this release

Pro Edition build 610, April 14, 2014

Overview for this release

This release features a new utility the "FIFO Reconciliation" which helps you to synchronize your Inventory table QOH with your FIFO quantity remaining.  Additionally, you can update your item cost using the average cost found in you FIFO table.  This utility in conjunction with the QOH & FIFO Audit utility may prevent the need to reinitialize your FIFO table and help keep both in synch.  You can go to the webinar here for more info about this utility. 

Dashboard Enhancements and Fixes

• Customer Returns: Added the chart total in the title so the grand total for the chart is available at a glance.

• Shipping Summary: Added 3 and 5 day filter tabs.

• Source of Sales: Added the Today, Yesterday, This Week, Last Week, This Month, Last Month filter tabs.  The chart total was added to the chart title so the grand total for the chart is available at a glance.

Report Enhancements and Fixes

Minor changes and updates have been made to the following reports:

Inventory Adjustments

• Changed the caption "Net" to "Value" since this column actually represents the Inventory Value adjusted.

• Changed the caption "By" to "Entered By" to be more consistent with the naming convention we use with other reports. 

Inventory Received - No Invoice

• The report is grouped by Supplier. 

Purchase Orders - No Supplier Invoice

• Added the "Received Date" filter to the data filters. 

New Data Analyzers

• FIFO Reconciliation: This utility is located in the Data Analyzers -> Inventory section.

• Inventory Adjustments: This report is located in the Data Analyzers -> Inventory section.

Pro Edition build 604, March 31, 2014

Inventory Monitor Pro

This release resolves an important issue related to Communiqué Pro's integration with The Inventory Monitor Pro.  This update is recommended for anyone experiencing these issues.

New Reports

• Deposit Slip: This report is located in the Standard -> Financials section.  This report was left out of Communiqué Pro; however, due to popular demand we are now including this report in the Pro Edition.

Report Enhancements and Fixes

Minor changes and updates have been made to the following reports:

Pending SKU Sales

• Added the "Inv Value" column to this report. 

Pro Edition build 602, March 25, 2014

Sever Authentication and Login Enhancements

We've made some changes to the way Communiqué Pro logs in to the MS SQL Server using the Server Authentication method.  These changes do not affect those who use the Windows Authentication method for logging into MS Sql Server so you can continue to login as you have before.

By default the "Use SQL Server Authentication" option is toggled off.  The default authentication method for Communiqué Pro is Windows Authentication.  If you need to login using the SQL Server Authentication method then you will need to toggle on the "Use SQL Server Authentication" option, and provide a "Server ID" and "Server Password" in order to login to your database using this method.

The "Server ID" and "Server Password" is likely different then the "User ID" and "User Password" for Communiqué Pro so you will need to be sure you enter the correct values for each.  Once you've entered the values for each set of user id's and passwords, press the "Connect" button to connect to your SQL Server and login to Communiqué Pro.

Communiqué Pro and MS SQL Server uses login credentials for different purposes so it is not possible to use one set of ID's and Passwords to login to both applications when using the "Use SQL Server Authentication" method. 

MS SQL Server uses the login to determine which databases, tables, columns, data, etc. you have been granted access. Communiqué Pro on the other hand is not concerned with your privileges for the MS SQL Server, but rather which features, reports, data analyzers, utilities, etc. you've been allowed to use in its workspace.  As you can see, each application has a different purpose for your login information and the reason you will need to provide both logins when using the "Use SQL Server Authentication" option.

The initial release of the Communiqué Pro for StoneEdge.

Highlights for this release

True Enterprise Report and 64 bit Architecture

Role based security to limit access to sensitive data

360 plus standard reports.

75 Data Analyzers

25 Reconciliation Reports

• Amazon Settlement Reconciliation (ASR) with FBA support

• Credit Card Reconciliation (CCR)

• PayPal Reconciliation (PPR)

CRM integrated with Communiqué Pro

Calendaring for reminders, alerts, to-dos, follow-ups, etc.

Dashboard additions for added analytics and metrics evaluations

Inventory Monitor Pro integration

Touch for tablets and Windows 8 support

Shipping Cost utilities

• FedEx and SmartPost support

• UPS and Mail Innovations support

Plus much more