New Features

• New customer and vendor import feature on the tools menu.

Enhancements

• Removed need to restart Quantify after a database update has occurred.
• Changed login methodology to not use the main user object to log in. This allows us to update the user fields and not break login at the same time.

Bug Fixes

• Fixed multi-print of invoices. Also converted them to use a memory stream instead of writing to a file stream, which eliminates security issues writing to files.

A few small fixes in this release. The biggie is the shipment report fix that’s been nagging us for so long. If you had equipment on a shipment (32 parts exactly), then a blank page was inserted. This is now fixed.

• Additional charges were incorrectly hidden on estimate and shipment reports.
• Fixed blank page insert bug on non-detailed shipment.

Several fixes have been released in this version.

• Additional charges were incorrectly hidden on summary with rent lines and detailed invoice.
• Custom lists for jobsite weren't shown unless a shipment list is also displayed.
• Fixed average cost calculator exception when saving new for rent transaction.

New Features

• Added a new 'rent extension' pivot. You can enter a date and have your rent calculated to a specific point in time. This is useful for showing future costs to customers.
• Purchasing equipment now keeps track of your purchase price and calculates an average cost, which is stored in the product catalog. Last cost is also stored.
• When JobEmployee1 (salesperson) is turned on in Options, you now have the option of selecting the jobsites that this person is assigned to in the invoice generator.

Enhancements

• Added new report option on the shipment report to show the a signature block for the delivery driver.
• Separated the report option to show the signature on the invoice (turned off by default).
• Added new report option on the return pick ticket for a jobsite to show a custom note for this report.
• Log changes to In Transit quantities when doing branch office adjustments.
  

Bug Fixes

• Fixed exception when attempting to void a shipment and the parts no longer exist at the job.

Enhancements

• Modified QuickBooks sync to match the AccountingID on the additional charge instead of the name. This allows multiple additional charges to sync to a single QuickBooks item.
• When a zero invoice is encountered in QuickBooks we no longer attempt to sync it, since QuickBooks can't have a zero invoice. Quantify now sets the invoice to a status of Do Not Sync when this is encountered.
• When in single-rate mode you can now prorate the rental rates on your shipment to equal a specific amount.

Avontus and our CEO Brian Webb are featured in the American Lift & Handlers Magazine article “ALH reports on how technology shapes the way rental depots do business”.

Read the article here:

http://www.khl.com/magazines/american-lift-and-handlers/detail/item56745/

July 21 – 23, 2010 we’ll be exhibiting at the SIA conference in Philadelphia at the Lowes Hotel (the swanky place at 1200 Market St). Please come by our booth to say “hi” or check out a demo of Quantify, our rental billing and inventory management software.

If you aren’t attending the show but are in the area, let us know so we can schedule a time to meet you.

sales@avontus.com

800-848-1860 x 2

Enhancements

• New update dialog box that makes it clearer that an update is available, and what to do.
  
• Changed the frequency check for automatic updates to daily.
• Added invoice date to QuickBooks invoice.
• Added sales rep (job Employee1) to the shipment if turned on to display in options.
• When saving a new shipment and a duplicate number is encountered, Quantify now auto-increments the number to the next available and will give you a notice of what this new number is.
• Separated out connection properties (database, url, etc) from web.config file in dataportal so that automatic updates will preserve settings.

New Features

We’ve added a new feature that allows you to add custom properties (fields) on a job site. These include user/employee lists such as salesperson, a customer contact, your own custom lists, text field entries, dates, and more. You can customize the label for the list name as well as set it to be required during job site setup.

Options (click for larger image)

Properties On Job (click for larger image)

To report on these new options you’ll find a new job site pivot report that includes job site details and the new custom job site properties. This is found on the Materials tab Reports menu.

The first User custom property field (‘Salesman’ in the image at the top left) on the job site is linked to the invoice and is displayed on the “Invoice Additional Charges” pivot report, which allows you to see the invoice amounts by employee. This is commonly used to calculate a salesperson’s commission.

Enhancements

We’ve added start/stop dates to the job site. The labels for the dates, as well as if the dates are required, can be customized in Global Options on the Tools menu.

We also added the option to turn email notifications for shipments on and off. This is useful if you only want to receive warranty expiration emails.

Additional enhancements:

• Added initials to the user dialog box and the user report.
• QuickBooks Sync now adds the name in the first User custom property field on the job site (for example, the salesperson’s name) to the invoice as long as the first name and the last name of the person in Quantify match the Sales Rep in QuickBooks. (Match is by firstname and lastname fields.)
• Added a notes textbox in Options for a note that can appear at the end of invoices.
  
• Implemented the ability to allow a customer to log in without requiring their assignment to specific job sites when location-based security is off.
• New option on accounting tab to copy shipment details onto summary invoice line items as well as to split rent into multiple lines by shipment. Lines also display the billing range. This affects the “advance with credits” billing method only.
• Enabled filtering in products within custom columns when the display of these columns is turned on.

Bug Fixes

• When the report option to show the create date is checked off, the create date no longer appears below the logo on the invoice.
• Fixed display of invoice with zero rent items when invoice has only items with zero rent.
• An exception was thrown for a job site that is billable and has shipments that have rate profiles that were removed; Quantify now skips these jobs when generating invoices.

This post will show you how to edit the rental rates on a shipment. While the rate profile is set on each job site’s Billing tab, you can change the rates charged on an existing shipment by selecting a different rate profile (change) or editing the existing rate profile (update).

If you want to keep the same rate profile but make updates to it, first edit the rate profile. (From the Billing menu, select Rate Profiles. Select the rate profile you want to edit, make your edits and click “OK”.) Next, update the shipment(s). On the Shipping tab, select the shipment(s) you want to update. From the Change dropdown menu, select “Change/Update Rate Profile on Selected Shipments”. Select the Rate Profile you are using and click on the “Change” button. (If you don’t want to accept your change, click on “Close”.) Invoices generated after updating the shipment(s) will use the edited rates. Existing shipments will not be affected unless they are updated this way. New shipments using this rate profile will, however, use the edited rates; when a shipment is created, the rent rates that exist in a rate profile at the time of the shipment will remain in effect until you intentionally change/update the shipment’s rate profile.

If you want to use a different rate profile for your shipment(s) than the rate profile assigned to the job site, select the shipment(s) you want to update and, from the Change dropdown, select “Change/Update Rate Profile on Selected Shipments”. Select the Rate Profile you want to change to and click the “Change” button. If the job site uses the rate profile A, for example, and you change a shipment to use the rate profile B, note that this change does not affect the job site, which will retain the Rate Profile A; new shipments to this job site will continue to use the rate profile A.

History - You can view the changes made to a shipment by clicking on the History tab for the selected shipment. Below you’ll see that the rate profile for this shipment was changed from the “New customers” to the “Dawson Rate”.