The Security section of the Quantify User Guide is available.  Here are a few highlights:

• End-user accounts
• Roles and Permissions
• Custom Roles
• Customer Accounts
• Location-Based Security
• Security Reports

Access the guide by clicking the link below.

Security Guide(892 kb)

Looking for a review of Quantify Software? Have a new employee that needs training? Avontus is pleased to announce that Quantify general online training sessions will be available in 2012. The schedule for the first quarter of 2012 is below.

Space in sessions is limited and registrations will be accepted on a first come first serve basis. All sessions run an hour to an hour and a half and will start on time. Note: sessions will be conducted using a fictional company database and training will be generic in nature.

To register, send email to: support@avontus.com. Indicate the class you would like to register for and the date. You will then receive an email invitation to the session. We reserve the right to cancel a session at any time.

January 2012 - United States and Canada Training Session Schedule

February 2012 - Australia Training Sessions Schedule

March 2012 - United States and Canada Training Session Schedule

April 2012 – Australia Training Session Schedule

Session Descriptions

Overview and Introduction Session (1hour) Introduces Quantify and the major screen sections and features.

Getting comfortable with Quantify screens and Navigation

Basics of Catalogs and Rate Profiles

Tree Tabs

Grid Tabs

Create a shipment

Control your view of the Organization Tree and default invoices

Reports Introduction

Logistics Session (1.5 hours) Shipping and Receiving, how to move equipment around your company. Resolve overages, manage re-rent and Out of Service products.

Products and Shipping Tabs

View Filters

Create basic job site

Shipments, Returns, and Transfers

Pre-Returns

Receiving Options

Clearing Discrepancies

Re-Rent and Returning Re-Rent

Out of Service Feature

Estimating Session (1 hour) Create Estimates and use Estimate Pivots. Convert Estimates to shipments and Reservations.

Create an Estimate

Discounts

Applying Rate Profiles

Markup and Margin calculation

Proration

Copy an Estimate

Convert to a Reservation

Convert to a Shipment

Estimate Pivots

Billing Session (1hour)

Create Rate Profile

Change rental days

Billing methods and cycles

Applying rate profiles and discounts

Invoice order options

Taxes

Rent Start and Stop Dates

Invoicing

Enhancements

• The date that an employee last checked out a tool is now displayed in the Checked Out node under the tool crib.
• You can now multi-select items in the product catalog and move them to the consumable catalog.

Bug Fixes

• Fixed crash creating a pre-return shipment.
• Add the category from the consumables into the kiosk dropdown list.
  

Version: 3.0.589.88

Version: 3.0.585.88

Enhancements

• You can now move a product to a consumable if it's stocked at a location. The job stock will be removed and the item will appear in the consumable catalog.
• Moved the serialized part purchase price and date to the pricing pivot where it originally belongs.
• When purchasing a serialized part the last purchase price and date are updated on the serialized part.
• Changed the default report background when loading a report from This document does not contain any pages... to Report is being generated...
• Enabled the recurring charges tab on the scaffold tag shipment for non-billable jobs. This will allow tracking of various units.
• Transaction report now displays serialized parts that were purchased, if tracking serialized parts.
• The location for the transaction is now shown on the report.
• Transaction report now only shows the terms and conditions from options on the sell types of transactions.

Bug Fixes

• Estimate for selling now sorts the parts.
• Fixed an issue with Quantify not exiting during an automatic update.
• Enabled QuickBooks to sync when finding a company file that doesn't have a non-taxable core property. This enables synchronization in Australia.
  

Features

• You can now convert an estimate to a sell transaction.
• The transactions have a new report with your company logo, signature block, estimate terms and conditions from options, and notes at the top.
• Sell consumable, available, and new products can now have taxes.
• PERMISSION: There is a new location-based permission that allows you to control which roles can convert an estimate to a sell transaction.

Enhancements

• Added purchase price and date for a serialized part in the quantity pivot.
• Filtering in kiosk now works on the description.

Bug Fixes

• Fixed a minor issue with company logos not sizing correctly on the new reports.
• Numerous minor bug fixes.

Version: 3.0.578.88

See a quick overview of Consumables and learn how to set them up: http://www.avontus.com/products/quantify/videos/ConsumablesOverview/ConsumablesOverview.html

The Recurring Rent section of the Quantify User Guide is available.  Here are a few highlights:

• Enabling the Recurring Rent feature
• Setting up the Recurring Rent feature in your database
• Updating Rate Profiles
• Adding Recurring Rent to Shipments and Estimates

Access the guide by clicking the link below.

Recurring Rent Guide(508kb)

The Servicing section of the Quantify User Guide is available.  Here are a few highlights:

• Enabling the Servicing feature for your database
• Placing products in the To Be Serviced queue
• Creating Service Tickets
• Service Ticket invoicing

Access the guide by clicking the link below.

Servicing Guide(700kb)

The Consumables section of the Quantify User Guide is available.  Here are a few highlights:

• Updating your Quantify database to use the Consumables feature
• Track Consumables for a Branch Office
• Adding Consumables items to shipments and estimates
• Consumable Markup and Margins

Access the guide by clicking the link below.

Consumables Guide(1MB)

NEW FEATURES

• Consumables can now be tracked separately from your regular inventory. When consumables are shipped to a job they are removed from the branch inventory but not added to the job inventory. These items can also be billed to a customer and will show up on the invoice.
• For serialized equipment that requires servicing and inspections, such as swing stage motors, safety harnesses, tools, etc., Quantify now allows you to return these items to a service node under the branch. These items can be returned to the available stock via a service ticket.
• A new recurrent rent feature allows you to bill by units for non-inventory billing. This is common to industrial facility billing (leg-foot, volume, etc). These items are not tracked or deducted from the branch balance, but are comingled with the job inventory.
• You can now bill per-piece, recurring rent, and ship consumables to scaffold tags. There is an option to allow overriding consumable cost and price on the shipment.
• Added ability to auto-number jobs via a new global option and number option. Note that job numbers are not required to be unique.

ENHANCEMENTS

• Scaffold tags are now billable. There's a new order grouping to group by PO, which will include the PO and all work orders. A new invoice format has been added for this and other scaffold tags.
• Added a new checkbox in Options to control whether or not Quantify will set the tax rate to that which QuickBooks sets.
• Added custom properties to the various pivots that were missing these items.
• You can now prorate a purchase (new and used) to equal a certain amount.
• When creating estimates or shipments with consumables there is a new calculator that allows you to calculate the sell price based on the cost, as well as specify your desired profit margin or markup.
• Added a mechanism that prevents two people from running rental billing at the same time for the same job.
• New global option under report for shipments to hide additional charges on all shipments.
  Enhancement7=There is a new summary estimate report, which, similar to invoices, displays rent or sales as a single item. A taxable checkbox has also been added that applies to the rent or sell items.
• Added a new shipment report that shows pricing. This report is landscape and only available when completed shipments are selected.
• A new numeric slider on the shipment allows you to print multiple copies of a shipment when clicking OK.
• There is a new node under the tool crib (laydown yard) that shows the tools currently checked out. This node is only displayed when the laydown yard is checked on in global options to be a tool crib.
• You can now select all jobs under a single branch for rental billing using a new button on the billing dialog box.
• The rent extension pivot now has an option to include/exclude existing invoices.
• Service tickets now display what invoice the charges are included on. This is displayed in both the main grid as well as the pivot.
• The cost of an item has been added to the rate profile pivot. You can also now drop the prices into the total cells.
• The default save folder for pivots and the new report control now use the folder specified in My Options.
• To perform a branch office or laydown yard adjustment you must now select a menu option to lock other end-users out of completing shipments and transactions.
• Items flagged as billable on out of service when returning now default to being billable.
• You can now move a part from the branch to the To Be Serviced queue.
• For tool management, when checking in parts in the kiosk, we now honor the product catalog setting for servicing the returned item. This item is moved into the parent warehouse To be Serviced queue.
• The tool kiosk now shows the employee name when checking in and checking out.
  Enhancement21=A textbox has been added to the kiosk check out that will filter the list of tools to check out.
• The shipment custom text property now displays on the tool checkout in both the main app and the kiosk, as well as the pivot.
• You can now scan or enter a serialized tool in the kiosk check main window. If a serial number is found to be checked out, the check-in form will display for the employee and show all tools to be checked in.
• PERMISSION: Under the shipment there are two new permissions for add/edit and delete of delivery driver.
• PERMISSION: For transactions there was a single permission for all three actions (add, edit, delete), which now have their own permission.
• PERMISSION: For tool management there is a whole new set of permissions for managing employees at a tool crib.
• PERMISSION: Added a permission for the recalculation of average cost button and removed the permission for deleting a transaction (which isn't a function of Quantify)
• PERMISSION: Added a new permission for archiving an out of service product, which is location-based.

BUG FIXES

• When creating a copy of a rate profile the delivery charges and return credits were not being copied.
• Comments were missing from branch office adjustment history pivot.
• Fixed exception when adding an email address to an existing customer.
• When voiding a purchase or a re-rent (transaction that adds balances to the branch), and the parts that were originally purchased no longer exist, we were skipping these parts. This has been corrected and the balance at the branch is now driven negative.
• When checking in a part we now honor the serviced checkbox in the product catalog and return the part to the To be Serviced queue.