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

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.

Bug Fixes

• Fixed issue with calculated average cost for parts assigned only to a branch.
• Consumables (service parts) and regular products were being combined together in the shipment, which has been fixed.
• Advance with credits summary invoice was only grabbing first item in shipments with multiple items when the option to show rental periods and copy notes into invoice is turned on.
  

It’s common for scaffolding, formwork, and tools to be returned in a different condition than when you sent them to your customer. The Out of Service feature within Quantify allows items that aren’t returned, returned damaged, or damaged beyond repair to be placed Out of Service. Out of Service items are moved to an Out of Service queue until…

Continue reading our ‘Out of Service’ section of the users guide by clicking on the link below:
Out Of Service (6MB)

Avontus is now offering free training for this new release. If you haven’t received an invite for a webinar to see what great features are here, please email support@avontus.com and ask for a schedule. A recording will also be available towards the end of the week.

NEW FEATURES

• Pre-return shipment status. This is new status that allows you to create a return from a jobsite, print out reports and labels to attach to the bins, then count the materials at a later time.
• An overall rental discount can now be added to a jobsite. This discount is applied to the total rent on the invoice and synchronizes with a single line item account in QuickBooks.
• There is a new list exclusively for a driver on a shipment, which is displayed in the reports, grid, and pivots.
• Changes to users is now tracked in history and there is a permission for allowing certain roles to see this history.
• You can now prorate an estimate to make it equal a specific amount, similar to how you can prorate a shipment (Note that the global option for prorating shipments must be turned on).
• Adding a blank file named ‘disable’, without an extension, into the install folder will disable update checks and changing connection settings. This disables these two features over application hosting on the login dialog box and on the Help menu.
• The shipment filter now displays text, showing what filter is selected. Additionally, there is a new filter that allow you to limit the shipments displayed by date, such as the last 3 months.

ENHANCEMENTS

• All of the new style reports and pivot print previews now properly resize to A4 or Letter. There is a new global option for controlling this on the reports tab.
• A new permission to control whether a role can view the costs (cost, last, average) in the product catalog, product catalog reports, and pivot.
• Added 3 new custom roles that by default have no permission.
• Estimates now copy the period label and number of days from the rate profile when a rate profile is copied into estimate products.
• Similar to the discount on a job, added a discount to an estimate that applies to the total rent.
• There is a new button on the user assignment dialog box (used when location-based security is on) to select a particular branch and assign that user to all jobs under that branch.
• Improved performance and memory management within the pivots.

BUG FIXES

• Estimate report was inserting an extra page when the number of items on the estimate is a specific count, which has been fixed.
• Fixed  a fringe case for the estimate causing a crash when editing a quantity that has a factor associated with it.

Enhancements

• Added secondary number to employee used for tool management.
• QuickBooks invoice sync now does not pull the taxes back into the Quantify invoice if the job is not taxable for rent and all of the additional charges on the invoice are not taxable.

Enhancement

• Enlarged order number on estimate as well as set the address box to be able to grow when the address has more lines than the default box has. Put job name in the header above the address when there is a job name, otherwise put the text For.

Features

• There is a new rate profile pivot that allows you to group and filter values for the various rate profiles in Quantify.

Enhancements

• When a QuickBooks tax rate is switched on an invoice within QuickBooks, the tax rate will be switched in Quantify during sync. If the tax rate is not in Quantify it is added.
• Added global option for terms and conditions that appear at the footer of the estimate.
• Added PO, Work Order, and job name text boxes to the estimate. These also appear in the grid, pivots, and reports for the estimate.
• When setting a rate profile on estimate products from the right click menu, the rate now only populates the selected rows. This allows you to easily select different rate profiles for the same estimate. If you want to add a rate to all products, select Ctrl-A to select all rows before selecting the rate.
  

Bug Fixes

• When manually entering shipment numbers the numbers were not auto-incrementing.