MMS Version 7 Upgrade Features

• Customer View and Record Enhancements
1. First and last name fields have been added to the shipping address area for each customer.
2. Ship to customer name field length has been increased for a longer company name.
3. Credit limit field added to customer record. If at time of invoicing customer exceeds this limit, a message is displayed to the operator notifying them of the limit being exceeded.
4. Added an “OK to Contact” checkbox to allow you to mark those customers that do not wish to be contacted for non-critical issues such as email marketing.
5. A new checkbox “Print Balance Due” added to the customer record.  If checked and the customer has a balance due from invoices other than the invoice currently being viewed, the full balance due by the customer will be printed.  If not, only the balance due for that invoice will be shown.
6. New tab called “Files” has been added to the customer screen.  You can save any type of file such as scanned document or images that are related to that customer.  If you need to retrieve the file later, you can simply save it back out to the computer’s hard drive and open it like it has been there all along eliminating the need to have multiple folders to organize different client files.
7. New checkbox has been added called “Callback Auto-Add”.  When checked, if you create a callback and set it to auto-add, whenever an invoice is written a new callback is created and set the callback date to be the specified number of days on the auto callback after the current date.
8. Configuration option added to restrict the deletion of customer records.  This eliminates the accidental deletion of a customer and all of his/her invoice and payment records.  Each customer can still be set to inactive by unchecking their active box on the customer record for those that wish to turn on this feature but still need an easy way to not have a customer displayed during normal searches.
• Customer Visit Enhancement
1. Customer visit records can be searched for by specific text in any of the visit fields.
• Invoice Enhancements
1. Invoice QuickPick has been added to allow you to quickly add items to an invoice that are commonly sold.  QuickPick allows for the creation of folders as well to allow the grouping of different items similar to files and folders within a computer drive.  Icons as well as product descriptions make it easy to find the item you wish to add to the invoice just by clicking on it.  An example of this would be you could create folders for single herbs and combination herbs.  Within the single herbs folder, you could have your 10 most popular single herbs.  With the combination herbs folder, you could create additional folders further segmenting the items as needed.
2. A new feature allows you to turn on a bagging count required option.  If enabled, the user of MMS must enter the number of items sold before the invoice can be sold ensuring that the number of items invoiced matches the number of items being given to the customer.  This will help ensure that your customers are charged correctly and that they receive the items they have paid for.
3. If a barcode or product code is entered and MMS cannot locate the product for which this code would be for, a message box is displayed rather than just a beep alerting the user that the item could not be found to ensure that they do not miss the fact that the item was not added to the invoice.
4. The drop ship status of an item can be changed on a paid invoice without having to first unpay the invoice.
5. Each item on the invoice can have custom notes added to it.  This can be information you wish to provide to your customer about how to use a particular product, expiration information, serial numbers, or anything else.  Similar to the invoice notes that print after all the items, these notes print after each item.
6. PO number field added to the invoice heading screen and this value will print out in the PO column on the invoice for your customer’s records.
7. For those users with the receipt printer, MMS now has the option to print out a “You Saved” message on the receipt showing the customer the amount of savings they had.  This savings is based on the difference between the selling price and the retail price of the items on their invoice.
8. A new invoice print format called “Packing List” has been added.  This lists all items sold but does not include any pricing for those customers you may be blind-drop shipping to.  Additionally, you can optionally choose whether to print out the shipped from, shipped to, and bill to addresses on the packing list allowing you to make it as detailed or generic as you need.  This is changed by previewing the packing list first and then unselecting the information you do not wish to print.
9. The full page invoice can be printed with or without the bill to and ship to customer information as well as the balance due by the customer which would include other outstanding invoice balances.  This is changed by previewing the invoice first and then unselecting the information you do not wish to print.
10. If the invoice date is changed to a date other than the system date, a message will be displayed to the user notifying them of that.  This is to prevent the inadvertent changing of an invoice date when the user thinks they are changing information on another field.
11. Option can be turned on that will display a message whenever you are invoicing to a customer who is set to non-taxable.  This can be helpful in identifying a customer who should be charged tax but for some reason is set to non-taxable whether in-state or out-of-state.
12. An option can be set on each vendor to where a discount given for that vendor to your customers can appear on the invoice as a direct selling price change (as in previous versions) or as a separate discount so your customers know how much of a discount they are actually receiving.
13. The configuration window now allows the selection of which optional fields you wish to have displayed on the invoicing screen allowing you to only show those fields that are relevant to your business.
14. Email address added to ship-to information box on invoice heading tab for quick copy/pasting when email is used for shipping products to that customer.
• Payment and Credit Card Enhancements
1. The zip code for customer’s credit cards saved under the customer’s account is now displayed for easy access for those credit card services that require the entry of the customer’s zip code.
2. Option added to delete all customer credit cards with an expiration date before a specified date allowing you to quickly remove old credit cards from the database.
• Reorder Enhancements
1. A product can be added to a reorder for a vendor for which it is listed as a secondary vendor.  In other words, the reorder doesn’t have to be for the products primary vendor in order to be able to add it to the reorder.
• Product Enhancements
1. Expiration date field has been added to the product record.  The inventory report has been modified to allow the search of products with a given expiration date allowing you to identify those products that may be expiring soon.  This expiration date must be manually maintained as MMS has no way of knowing what items are sold and when the expiration date should be updated automatically.
2. Contents and Unit of Measure (UOM) fields have been added to the product record for information on what is contained in each unit of that product.
• Product Search Enhancment
1. You can now search for products that contain a word anywhere in the product name and not just products that have a name starting with that word.
• Vendor Enhancements
1. A low inventory threshold option is available on each vendor.  When MMS is started, if a vendor has less inventory than this threshold, a message will be displayed notify the user of MMS that it may be time to place a reorder for that vendor.
2. A checkbox called “Link QV/PV Changes” has been added to the vendor record.  If checked, any changes made manually to the PV fields of the customer for that vendor will be automatically applied to the QV fields as well eliminating the need to make the same change in two fields.
• Report Enhancements
1. New report has been added called the Customer Purchase Ranking Report allowing you to create a report showing your top customers.  Report options include vendor selection, product category, invoice date rage, and ranking by dollar amount or number of items.  You can select how many customers are displayed when the report is created to get a top 10 or top 100 lists easily.
2. Inventory Sales Report has a sub-sort option added allowing you to sort by product name or product code within the main sort options of vendor, category, day, or time sold.
3. Inventory report will display in portrait mode if you do not select products to print out volume or commission percentage saving paper for those users that do not need to have those columns printed.
4. The product label report now allows you to show 2 different product prices and enter a descriptive label for each of those price types.  This gives more flexible label printing for bottles or shelves.
5. Customer statement of account report has new option for an “aged” report allowing you to enter an as-of-date and invoices and payments are aged from this date.  The report groups invoices and payment in groups of 0-29 days, 30-59 days, 60-89 days, or 90+ days allowing you to more easily identify those accounts that are past due and need attention.
6. Customer master report now shows any main customer discount assigned as well as any vendor specific discounts.  Additionally, you can create this report based on specific criteria on either the main or vendor discount fields allowing you to search for customers who are assigned a discount equal to, more, or less than your search value.
7. Sales Summary Report shows the name of the tax description for those items that do not have a specific tax category assigned.
8. Family tree report has new criteria field allowing you to select a prior month to use for customer volume totals allowing you to create the report even after the prior month’s volume totals have been reset.
• Additional New Features
1. Customer volume totals can be restored from a prior month in a case where you did not get all reports run before you reset volume totals for a specific company.
2. Email address and website are active links within the MMS Help|About box allowing you to easily send us an email or access our website.
• Free Support - Remember we continue to offer free support via email or telephone to users of the current version only.

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