Quantify 2012 R1 Release Guides

by tracey.williams 27. April 2012 18:11

Release Guides for Quantify 2012 R1 are now available.  To view or download click the link below for your Edition of Quantify:

Quantify 2012 Enterprise Edition(641kb)

Quantify 2012 Tool Management Edition(234kb)

Quantify 2012 R1 Tool Crib Edition(274kb)

New Quantify Release

by tracey.williams 27. April 2012 17:45

Quantify 2012 R1

Avontus is proud to announce the general availability of the 2012 R1 version of Quantify. This new version has significant new features and enhancements and is included in updates for customers under a current subscription.

FEATURES

  • Staging Area:  A new location type has been added to Quantify. This location has its own security, does not track consumables, servicing, or out of service, and is free, unlimited per branch. There are new security permissions for adding and editing, as well as ability to drag and drop in the tree view. Utilization for these locations is included in the unused category.
  • Quantify Web (previously named Mobile Tools) has been completely rewritten and now includes a tree view, shipment pivot, scaffold tag pivot, and enhanced mapping.
  • The Quantify Tool Crib now allows you to buy and stock consumables, as well as track the employee use of these consumables.
  • Tool management editions now include an employee consumables pivot. There's also a date range on this pivot to enable filtering by dates. The default is the current month.
  • You can now return damaged when checking in tools via the Quantify Tool Crib.
  • Added ability to import jobsites.
  • Added a secondary export to JD Edwards. This export has a different format than the primary export.
  • If you're using QuickBooks, you can now import bills into purchase transactions. This works for both products as well as consumables, but the purchase of these items in QuickBooks must be the same for each individual bill.

ENHANCEMENTS

  • In order to keep invoice numbering sequential to match QuickBooks and other accounting practices, the auto-numbering of credits has been removed. Credit memos now have an invoice number. Note that the status and type (credit or invoice) are still displayed in the main grid and pivots.
  • There is now a new rule on a jobsite that requires a tax rate to be set when any billable item is set to charge tax.
  • When a jobsite is selected the service tickets now filter down and only show service tickets for tools that originated from that job.
  • Pivot grid filters now include enhanced controls that allow easier selection as well as typing text in these controls for easier lookup.
  • Tools: The serialized part warranty expiration date has been added to the quantity pivot so that a monthly report can be generated. The last and next inspection dates have also been added.
  • Added number of pieces to shipment reports.
  • Added ability to import quantities into the scaffold tag shipment.
  • Estimate summary pivot now separates recurring charges from rent.
  • When rearranging the branch offices in the organization tree view, you can now drop a branch onto the parent corporate node. Previously you couldn't drag/drop a node onto any corporate node that had a corporate node underneath it.
  • Improved geocoding of addresses using a new Yahoo API.
  • The job site right click menu now has a new menu item to create a new reservation to the selected job.
  • A new menu has been added on the scaffold tags that enables you to change the order and rate profile on the scaffold tag as well as all shipments to the tag.
  • Added a prorate button to the scaffold tag shipment. When the global option for allowing editing of rent rates on a shipment is enabled, this button is visible.
  • Compatibility with SQL Server 2012.

BUG FIXES

  • Fixed error message when attempting to save an additional charge that had a quantity but not a price. This was fixed in both the estimate and the shipment.
  • Fixed crash in some cases resolving negative balance at a jobsite.

Tags:

Quantify | Updates

Upcoming–2012 Quantify General Training sessions

by tracey.williams 10. April 2012 12:16

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 May through August 2012 is below.

Space in sessions is limited and registrations will be accepted on a first come first serve basis. All sessions run from 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 are registering 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.

May 2012 - United States and Canada Training Session Schedule

 

Date

Pacific

Mountain

Central

Eastern

Overview/Intro

May 1

9 a.m.

10 a.m.

11 a.m.

12 noon

Logistics

May 8

9 a.m.

10 a.m.

11 a.m.

12 noon

Estimating

May 15

9 a.m.

10 a.m.

11 a.m.

12 noon

Billing

May 29

9 a.m.

10 a.m.

11 a.m.

12 noon

June 2012 - Australia Training Sessions Schedule

 

Date

AWST

AEST

Overview/Intro

June 5

8 a.m.

10 a.m.

Logistics

June 12

8 a.m.

10 a.m.

Estimating

June 19

8 a.m.

10 a.m.

Billing

June 26

8 a.m.

10 a.m.

July 2012 - United States and Canada Training Session Schedule

 

Date

Pacific

Mountain

Central

Eastern

Overview/Intro

July 3

10 a.m.

11 a.m.

12 noon

1 p.m.

Logistics

July 10

10 a.m.

11 a.m.

12 noon

1 p.m.

Estimating

July 17

10 a.m.

11 a.m.

12 noon

1 p.m.

Billing

July 31

10 a.m.

11 a.m.

12 noon

1 p.m.

August 2012 – Australia Training Session Schedule

 

Date

AWST

AEST

Overview/Intro

August 7

10 a.m.

12 p.m.

Logistics

August 14

10 a.m.

12 p.m.

Estimating

August 21

10 a.m.

12 p.m.

Billing

August 28

10 a.m.

12 p.m.

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

New Quantify Release

by tracey.williams 21. February 2012 13:05

Version 4.0.614.90

ENHANCEMENTS

  • Improved QuickBooks synchronization with the Australian QuickBooks (GST tax codes are now displayed n the invoice line items).

BUG FIXES

  • Fixed credit synchronization of summary invoice for advanced with credit billing method when option to display details on invoice is turned on.

Tags:

Quantify | Updates

Quantify 4.0.611Recorded New Release Webinar

by tracey.williams 16. February 2012 14:21

Didn’t have the chance to attend a New Release Webinar for Quantify 4.0.611?  You can review the recorded session below.

Here are some highlights of the new features:

  • Bill to the Last Sunday of the Month
  • Override your next invoice date
  • Set up Credits for Additional Charge items
  • Synchronizing Credits to QuickBooks
  • Displaying Additional Charge values on Shipment Reports
  • Import into Deliveries

4.0.611 New Release Webinar

4.0.611 Quantify New Release Guide

by tracey.williams 13. February 2012 14:52

A New Release Guide for Quantify version 4.0.611 is now available.  This Guide will provide additional information on the set up and use of New Features and Enhancements that were included in Quantify Release 4.0.611. 

Here are a few highlights:

  • Last Sunday of the Month billing
  • Overriding the next invoice date
  • Negative values in Additional Charges (credits)
  • Synchronizing Credits to QuickBooks
  • Displaying Additional Charge values on shipment reports
  • Import into Deliveries from a template

and more…

Use this link to download the guide 4.0.611 Quantify New Release guide(320 kb)

Quantify 2012 (v 4.0.609) New Release Webinars

by tracey.williams 6. February 2012 14:11

We are excited to announce that Quantify version, 4.0.609 was released on February 6, 2012. Five (identical) New Release Webinars will be offered to review the new features and enhancements included in this release. A Release Guide will be available for download from our blog later this week.

Here are some highlights of the features and enhancements that will be covered in the Webinars.

New Features

· Quantify now allows you to bill your customers to the last Sunday of the month.

· When billing in arrears, specific day, you can override the next invoice date. After this invoice date has been completed the date will fall back to the original day.

Enhancements

· Additional charges can be configured to allow negative values and may be used on estimates, shipments and service tickets.

· Invoices with a negative total (credit) can be synchronized with QuickBooks.

· New option to display additional charge values (cost per unit, total) on shipment and shipment detailed reports.

Please plan on attending 1 of the 5 scheduled New Feature Webinars beginning the week of 2/13/12. The identical sessions will be offered at various times, one is bound to work for your schedule. To register, send email to tracey.williams@avontus.com  and indicate which session (indicate by session number) you would like to attend. You will receive an email invitation to the session with a link to attend and the conference call information.

Quantify New Release Webinar Schedule

Locate your Time Zone in the table. Then view sessions, times and dates. Send email to tracey.williams@avontus.com with the Session number of the session you would like to attend.

Quantify v 4.0.609 webinar schedule

Pacific Time

Mountain Time

Central Time

Eastern Time

AWST

AEST

Session 1

Monday, February 13

9 a.m.

10 a.m.

11 a.m.

12 noon

   

Session 2

Tuesday, February 14

10 a.m.

11 a.m.

12 noon

1 p.m.

   

Session 3

Thursday, February 16

1 p.m.

2 p.m.

3 p.m.

4 p.m.

   

Session 4

Tuesday, February 14 (Australia)

4 p.m. (Mon)

     

8 a.m.

10 a.m.

Session 5

Thursday, February 16 (Australia)

6 p.m. (Wed)

     

10 a.m.

12 p.m.

Each webinar will run approximately an hour and will start on time. If you are unable to attend, a recorded session will be available on the Avontus blog to view at your convenience by the end of the week.

Each webinar will include a period for Q and A. Please hold your questions until the end of the presentation.

Quantify 2012 User Guide–Security Section

by tracey.williams 12. January 2012 14:24

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)

2012–1st Quarter Quantify General Training Sessions

by tracey.williams 26. December 2011 16:55

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

 

Date

Pacific

Mountain

Central

Eastern

Overview/Intro

Jan 3

9 a.m.

10 a.m.

11 a.m.

12 noon

Logistics

Jan 10

9 a.m.

10 a.m.

11 a.m.

12 noon

Estimating

Jan 17

9 a.m.

10 a.m.

11 a.m.

12 noon

Billing

Jan 24

9 a.m.

10 a.m.

11 a.m.

12 noon

February 2012 - Australia Training Sessions Schedule

 

Date

AWST

AEST

Overview/Intro

Feb 8

8 a.m.

10 a.m.

Logistics

Feb 15

8 a.m.

10 a.m.

Estimating

Feb 22

8 a.m.

10 a.m.

Billing

Mar 1

8 a.m.

10 a.m.

March 2012 - United States and Canada Training Session Schedule

 

Date

Pacific

Mountain

Central

Eastern

Overview/Intro

Mar 6

10 a.m.

11 a.m.

12 noon

1 p.m.

Logistics

Mar 13

10 a.m.

11 a.m.

12 noon

1 p.m.

Estimating

Mar 20

10 a.m.

11 a.m.

12 noon

1 p.m.

Billing

Mar 27

10 a.m.

11 a.m.

12 noon

1 p.m.

April 2012 – Australia Training Session Schedule

 

Date

AWST

AEST

Overview/Intro

Apr 4

10 a.m.

12 p.m.

Logistics

Apr 11

10 a.m.

12 p.m.

Estimating

Apr 18

10 a.m.

12 p.m.

Billing

Apr 25

10 a.m.

12 p.m.

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

Quantify 2011 User Guide–Recurring Rent Section

by tracey.williams 18. November 2011 13:31

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)

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