Move Administer Version 1376 Released
Move Administer version 0.0.0.1376 is officially released today.
History of Changes (1325 to 1376)
Move Administer
Customer
ADDITION: A Print button has been added to the Customer Follow-up Browse which allows you to print a Customer Follow-up History
CHANGE: Other email has been changed to Other email (1) for Customers
ADDITION: Other email 2, 3, 4 & 5 are now available on the Customer Form
Enquiries
ADDITION: When importing enquiries from Outlook the selected email is now moved to the specified folder as set on the Enquiry tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System)
Quotations
CHANGE: The Inland Quotation Wizard is now using the new spell checker on the Survey Notes, Included Options and Excluded Options fields
CHANGE: The Inland Quotation Acceptance Wizard is now using the new spell checker on the Included Options and Excluded Options fields
CHANGE: The Hourly Quotation Wizard is now using the new spell checker on the Instructions, Included Options and Excluded Options fields
CHANGE: The Hourly Quotation Acceptance Wizard is now using the new spell checker on the Included Options and Excluded Options fields
CHANGE: The Storage Quotation Wizard is now using the new spell checker on the Conventional Items, Included Options and Excluded Options fields
ADDITION: The Quotation Service Wizard is now using the new spell checker on the Line 1 and Line 2 fields
Storage
CHANGE: The Storage Form is now using the new spell checker on conventional items
CHANGE: The Storage Increase/Decrease Form is now using the new spell checker on conventional items and invoice/credit detail
CHANGE: The Storage Wizard is now using the new spell checker on conventional items
Correspondence
CHANGE: When printing a prospect letter from the Prospect Letter Form the Prospect status is now updated to Mailed
CHANGE: The spell checking facility has changed to a faster and non-Microsoft dependant one
CHANGE: The Customer Letter Correspondence Window is now resizable, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
ADDITION: You can now link an invoice to Customer Letter Correspondence
CHANGE: The Customer Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: You can now generate multiple email attachments from the Attachment tab of the Customer Email Correspondence Window
CHANGE: The Customer SMS Window is now using the new spell checker and the toolbar buttons have been relocated from the application toolbar to just above the text field
CHANGE: The Corporate Letter Correspondence Window is now resizable, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
CHANGE: The Corporate Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: You can now generate multiple email attachments from the Attachment tab of the Corporate Email Correspondence Window
CHANGE: The Corporate SMS Window is now using the new spell checker and the toolbar buttons have been relocated from the application toolbar to just above the text field
CHANGE: The Internet Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell check and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: Trading Company Prefix and Trading Company columns have been added to the Agent Correspondence Browse
CHANGE: The Agent Letter Correspondence Window is now resizable, now asks for a Trading Company (to allow you to memorise printer bins), is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
CHANGE: The Agent Email Correspondence Window is now resizable, now asks for a Trading Company (to select the correct trading company header and footers), is now using the new HTML editor, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: The Prospect Letter Correspondence Window is now resizable, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
CHANGE: Subject has been renamed to Description for all Correspondence
ADDITION: Email Templates now have a Subject field (which can be spell checked), which now allows you to have the same email subject for many emails as it’s the Description that is unique
ADDITION: Customer Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Corporate Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Internet Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Agent Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Mass Email Internet Enquiries has been added to the Actions menu of Internet Enquiries
Reports
CHANGE: Surveyor Conversion Statistics report now shows Description, Origin, Destination and Tentative Moving Date columns if Detailed is checked on the criteria window
CHANGE: Trader Conversion Statistics report now shows Description, Origin, Destination and Tentative Moving Date columns if Detailed is checked on the criteria window
Options
ADDITION: A new checkbox on the Survey Administer tab of the System Defaults Wizard now allows the Import and Export folders to be located away from the Move Administer folders on your Server/Main PC. The main reason for this is to allow the use of services like DropBox (www.dropbox.com) to synchronise files/folders remotely amongst devices (Tools -> Options -> Defaults -> System -> Survey Administer tab)
CHANGE: The Letter Template Window is now resizable, is using the new spell checker and the toolbar buttons have been removed from the application toolbar to the letter toolbar (Tools -> Templates -> Letter -> Open)
CHANGE: The Email Template Window is now resizable, is using the new HTML editor, is using the new spell checker and the toolbar buttons have been removed from the application toolbar to the email toolbar. Please be aware that Templates are now formatted in HTML and not plain text, so time to spruce up those emails! (Tools -> Templates -> Email -> Open)
CHANGE: The SMS Template Window is now using the new spell checker and the toolbar buttons have been relocated from the application toolbar to just above the text field (Tools -> Templates -> SMS -> Open)
CHANGE: The Trading Company Wizard has been resized above and beyond 800×600 resolution, is using the new HTML editor, is using the new spell checker (Tools -> Options -> Defaults -> Trading Company -> Open)
CHANGE: The Payment Term Form is using the new spell checker and the toolbar button has been relocated to the right of the term field (Tools -> Options -> Accounting -> Payment Terms -> Open)
CHANGE: The Sales Text Form is using the new spell checker and the toolbar button has been relocated to the right of the text field (Tools -> Options -> Accounting -> Sales Text -> Open)
CHANGE: The Survey Form is using the new spell checker and the toolbar button has been relocated to the right of the option field (Tools -> Options -> Removals -> Survey -> Open)
ADDITION: The Marine Insurance Wizard is using the new spell checker and a button has been placed to the right of the coverage field (Tools -> Options -> Shipping -> Marine Insurance Bands -> Open)
ADDITION: The Risk Recommendation Form is using the new spell checker (Tools -> Options -> Removal -> Risk Assessment -> Recommendations -> Open)
ADDITION: The Risk Hazards Form is using the new spell checker (Tools -> Options -> Removal -> Risk Assessment -> Hazards -> Open)
ADDITION: The Removal Category Form is using the new spell checker (Tools -> Options -> Removal -> Categories -> Open)
ADDITION: The Storage Category Form is using the new spell checker (Tools -> Options -> Storage -> Categories -> Open)
ADDITION: The Goods Form is using the new spell checker (Tools -> Options -> Storage -> Goods -> Open)
ADDITION: The Condition Form is using the new spell checker (Tools -> Options -> Inventory -> Conditions -> Open)
ADDITION: The Item Wizard is using the new spell checker (Tools -> Options -> Inventory -> Items -> Open)
ADDITION: The Service Wizard is using the new spell checker (Tools -> Options -> Removal -> Services -> Open)
Other
CHANGE: User Wizard in User Administer is now using the new HTML editor and new spell checker
CHANGE: User Wizard has been resized above and beyond 800×600 resolution
CHANGE: The User tab of the User Wizard has been merged with the Login tab
REMOVED: User tab of the User Wizard
ADDITION: New security doors
FIX: Sending out SMS Appointment Reminders now only processes those appointments with a status of Confirmed
Technical
TABLES: SystemDefaults, Internet, Template, Customer, CustomerCorrespondence, CorporateCorrespondence, InternetCorrespondence, AgentCorrespondence, ProspectCorrespondence, CustomerPDF, CorporatePDF
Additional Modules
Archive Administer
ADDITION: A ‘Set status of new item to in’ checkbox on the General tab of the Archive Defaults Wizard now allows you to set the default status of an Item when adding new Items (Tools -> Options -> Defaults -> Archive)
CHANGE: “Green Bar effect†has been added to the Warehouse Returns and Warehouse Retrieval reports
ADDITION: On the Response tab of the Archive Docket Wizard you can now import the name of the requestor as the signed by
CHANGE: Request time on the Request tab of the Archive Docket Wizard is no longer required
ADDITION: The Keyword Form is using the new spell checker (Tools -> Options -> Archive -> Keywords -> Open)
ADDITION: The Docket Prompts Form is using the new spell checker (Tools -> Options -> Archive -> Docket Prompts -> Open)
ADDITION: Uncompleted Dockets Report (Reports -> Archive Storage -> Uncompleted Dockets)
ADDITION: Locations Report (Reports -> Archive Storage -> Locations)
ADDITION: Movements Report (Reports -> Archive Storage -> Movements)
ADDITION: Movements Report for Customer added to the Actions menu of the Archive Dockets Browse
ADDITION: Query Archive Dockets now has an uncompleted checkbox and displays the activity for the highlighted docket
ADDITION: Before completing an Archive Docket a confirmation window now appears showing the quantity of Items and Contents delivered and collected
ADDITION: Move Content is now available on the Actions menu of the Item Content Browse which allows you to move a Content to a different Item
CHANGE: Mass Insert has been moved from a button on the Item Content Browse to the Actions menu
CHANGE: Mass Insert has been moved from a button on the Item Browse to the Actions menu
ADDITION: Insert Wizard has been added to the Actions menu of the Item Browse that allows the mass insertion of Items where the default values are set but then can be changed on an individual basis in the form of a Wizard, as well as being able to Open and make changes from a Browse before finally committing to their addition
CHANGE: Uncompleted Archive Dockets now show the Created and Number columns in red
ADDITION: You can now spell check the Instructions of an Archive Docket
Commercial Administer
CHANGE: The Commercial Quotation Wizard is now using the new spell checker on the Survey Notes, Included Options and Excluded Options fields
CHANGE: The Commercial Quotation Acceptance Wizard is now using the new spell checker on the Included Options and Excluded Options fields
Crate Administer
ADDITION: On the Response tab of the Crate Docket Wizard you can now import the name of the requestor as the signed by
ADDITION: The Crate Form is using the new spell checker (Tools -> Options -> Crate Hire -> Crates -> Open)
ADDITION: The Consumable Form is using the new spell checker (Tools -> Options -> Crate Hire -> Consumables -> Open)
CHANGE: Uncompleted Crate Dockets now show the Created and Number columns in red
ADDITION: You can now spell check the Instructions of a Crate Docket
Shipping Administer Lite
CHANGE: The Baggage Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell check and the toolbar buttons have been relocated from the application toolbar to the email toolbar
ADDITION: The Transit Service Form is using the new spell checker (Tools -> Options -> Shipping -> Transit Services -> Open)
ADDITION: The Transit Type Form is using the new spell checker (Tools -> Options -> Shipping -> Transit Types -> Open)
CHANGE: The European Quotation Acceptance Wizard is now using the new spell checker on the Included and Excluded Options fields
CHANGE: The International Quotation Acceptance Wizard is now using the new spell checker on the Included and Excluded Options fields
CHANGE: The European Quotation Wizard is now using the new spell checker on the Included Options, Excluded Options and Survey Note fields
CHANGE: The International Quotation Wizard is now using the new spell checker on the Included Options, Excluded Options and Survey Note fields
ADDITION: The Trade Quotation Wizard is now using the new spell checker on the Included Options, Excluded Options and Notepad fields
ADDITION: Baggage Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Mass Email Baggage Enquiries has been added to the Actions menu of Baggage Enquiries Browse
Shipping Administer Pro
CHANGE: The European Consignment Wizard is now using the new spell checker on the Origin Agent Notepad field
CHANGE: The International Consignment Wizard is now using the new spell checker on the Transit Agent Notepad, Origin Agent Notepad, Destination Agent Notepad and Request Further Instructions fields
Survey Administer
CHANGE: When importing a survey for an international move the VAT Code is now set to the Zero Rated one set within the Accounting Defaults
Technical
TABLES: ArchiveDefaults, ArchiveActivity, Baggage, BaggageCorrespondence
Move Administer Version 1325 Released
Move Administer version 0.0.0.1325 is officially released today.
History of Changes (1306 to 1325)
Move Administer
Accounts
CHANGE: When exporting the audit to Sage the tax amount can now be compounded with the nett amount, ideal for dealing with Insurance Premium Tax as a whole rather than being split into nett and tax
ADDITION: You can now mark audit exported to Sage (with an export number) as unexported,using ‘Mark as Unexported’ from the Actions menu of the Export to Sage Browse (Tools -> Export to Sage)
Options
CHANGE: ‘Charge mediation/arrangement fees’ on the Cover tab of the Insurance Defaults Wizard has been changed to ‘Charge mediation fees’
ADDITION: ‘Charge arrangement fees’ has been added to the Cover tab of the Insurance Defaults Wizard
ADDITION: You can now specify by use of a checkbox that the tax for a particular tax code is compounded to the nett when exporting your audit to Sage, ideal for when exporting your Insurance Premium Tax (Tools -> Options -> Accounting -> Tax Codes)
Other
ADDITION: Event ID column has been added to the Event Browse on the Event Diary
ADDITION: Event ID column has been added to the Query Event Browse
ADDITION: Event ID and Costing columns have been added to the Quotation Event Browse
ADDITION: Event ID and Costing columns have been added to the Event Browse on the Quotation Service Wizard
ADDITION: Three new buttons have been added to the Privileges tab of the User Wizard within User Administer which Grant/Clear or Deny access to ALL doors within the system
Technical
TABLES: AccountingDefaults, InsuranceDefaults, TaxCode
Additional Modules
Archive Administer
ADDITION: Archive Storage has been added to the Query section of the Tools menu which allows you to query on Items, Contents and Dockets
ADDITION: Archive Dockets tab has been added to the Event Diary to show Dockets for the chosen day
ADDITION: Archive Storage has been added to the Actions menu of the Customer Form which allows you access to Items, Item Summary, Contents, Dockets and Locations
ADDITION: A Destroyed checkbox has been added to the Items Browse which will force the Items Browse to display destroyed Items too
ADDITION: A Destroyed checkbox has been added to the Contents Browse which will force the Contents Browse to display Contents from destroyed Items too
ADDITION: The Archive Dockets Browse now shows a separate browse to show the Archive Activity for the highlighted Docket
Crate Administer
ADDITION: The Crate Dockets Tab of Crate Hire now shows separate browses to show the Crate Activity and Consumable Activity for the highlighted Docket
FIX: Fixed an issue where in very extreme cases Credits were raised for Crate Hire for periods that didn’t require anything
FIX: Fixed an issue where if a new rate was provided for Crate Hire that has previously taken place but ended then the old rate was always shown, although this could be amended if spotted
Technical
TABLES: ArchiveContents, ArchiveItems, ArchiveActivity
Move Administer Version 1306 Released
Move Administer version 0.0.0.1306 is officially released today.
History of Changes (1300 to 1306)
Move Administer
Quotations
ADDITION: Costing column has been added to the Event Browse of the Event Diary, which unfortunately means any customisation of the browse will be lost and will need to be setup again – apologies for the inconvenience
Storage
FIX: When accepting the Storage element of a Quotation if the date storage started is automatically set to be in advance of the number of days into the month to force the next month then ‘invoice at least a full month’s storage’ is now automatically checked
Accounts
ADDITION: The VAT Rate Adjustments is now called VAT/IPT Rate Adjustments and handles the forthcoming IPT increase as well at the VAT increase on January 4th, 2011
CHANGE: Wording change to the Direct Debit Guarantee on all Direct Debit Instructions
Reports
ADDITION: The Day Book Criteria window now allows you to have the report include Corporates (default), exclude Corporates or only show Corporates
ADDITION: The Day Book Report (Reports -> Accounting -> Day Book) now shows Corporate transactions depending on the above setting
ADDITION: The Payments Criteria window now allows you to have the report include Corporates (default), exclude Corporates or only show Corporates
ADDITION: The Payments Report (Reports -> Accounting -> Payments) now shows Corporate transactions depending on the above setting
Options
ADDITION: You can now set the default product type to be used when entering new Enquires (Tools -> Options -> Defaults -> System -> Enquiry tab)
ADDITION: You can now choose to turn off matching customers when entering new prospect addresses (Tools -> Options -> Defaults -> System -> Prospecting tab)
ADDITION: You can now choose to print 21 Identity Labels to a page, albeit without a barcode (Tools -> Options -> Defaults -> System -> Identity Labels tab)
CHANGE: Default Quotation Sales Codes have moved from the Accounting Defaults Wizard to the Trading Company Wizard to be trading company specific (Tools -> Options -> Defaults -> Trading Companies -> Open -> Quotation tab)
CHANGE: Default Payment Terms have moved from the Accounting Defaults Wizard to the Trading Company Wizard to be trading company specific (Tools -> Options -> Defaults -> Trading Companies -> Open -> Payment Terms tab)
CHANGE: Free Text Payment Term has moved from the Payment Terms tab to the Balance tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting)
ADDITION: You can now set the number of working days in advance to collect payment by Direct Debit on the Bank tab of the Trading Company
REMOVED: Payment Terms tab from the Accounting Defaults Wizard
REMOVED: Quotation tab from the Accounting Defaults Wizard
Other
ADDITION: Material and Equipment Destination is now included when importing surveys from Survey Administer
ADDITION: Archive Storage has been added to the Actions menu of the Customer form
ADDITION: Archive Storage has been added to the Reports menu
NOTE: Big changes to the Inventory side, please read the Survey Administer section below
Technical
TABLES: Trader, SystemDefaults, Trader, InventoryMaterial, InventoryEquipment
Additional Modules
Self Storage Administer
FIX: When accepting a Self Storage Quotation if the date storage started is automatically set to be in advance of the number of days into the month to force the next month then ‘invoice at least a full month’s storage’ is now automatically checked
Survey Administer
NOTE: Big change to the inventory as you now have a Destination option on the Inventory Browse itself which allows you to predefine the destination of the highlighted Item/Material/Equipment being added. If you choose to Increase the quantity of an Item/Material/Equipment already with a quantity and destination then should the destination chosen on the Browse be different the selected Item/Material/Equipment is copied to a new Item/Material/Equipment but to the chosen destination. If you choose to Open or Decrease the quantity of an Item/Material/Equipment then the highlighted Item/Material/Equipment is Opened/Decreased. What this allows is one inventory of items regardless of the destination of the item
ADDITION: Destination options added to the bottom left of the Inventory Browse
ADDITION: Destination field added to the Material Form
ADDITION: Destination field added to the Equipment Form
CHANGE: Inventory Items report now only shows the Materials and Equipment for the chosen destination
ADDITION: Material Requirements report now asks for the destination
ADDITION: Equipment Requirements report now asks for the destination
ADDITION: Material and Equipment Destination is now included when exporting surveys to Move Administer
Technical
TABLES: InventoryMaterial, InventoryEquipment
Move Administer Version 1300 Released
Move Administer version 0.0.0.1300 is officially released today.
History of Changes (1287 to 1300)
Move Administer
Enquiries
FIX: Email headers and footer images are working again now on Internet and Baggage Enquiry Emails
Appointments
ADDITION: Origin Property column has been added to the Appointment Diary browse, which unfortunately means any customisation of the browse will be lost and will need setting again – apologies for the inconvenience
CHANGE: Should an appointment have a status of Cancelled or Postponed the Time From, Time To and Status columns will show in red
Quotations
CHANGE: When importing an enquiry into a quotation, if the appointment found is older than 2 weeks, in the future or not confirmed then it is ignored and the last enquiry for the customer is used and not therefore the enquiry linked to the appointment
ADDITION: When importing Survey Notes into the Instructions within the Event Wizard you now have the option to import the Included and Excluded Options
Accounts
ADDITION: VAT Rate Adjustments has returned to the Tools menu ready for the January 4th VAT rate change
Reports
ADDITION: Added Nett figures to the Enquiry Source Statistics report (Reports -> Removals -> Enquiry Source Statistics), however these are only for the quoted nett for all products except Storage and Self Storage and do not include Additional Services
ADDITION: You can now choose to print the Planning details from the Quotation on the Inventory of Items, if a Quotation has been linked to the Inventory
ADDITION: You can now choose to print the weight of the total inventory on the Inventory of Items
Options
ADDITION: You can now set the default value of Survey Required for Customer Enquiries on the Enquiry tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System)
ADDITION: You can now set the default value of Overrule Nett for Quotations on the General tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removals)
Other
ADDITION: You can now import addresses from a generic CSV (comma separated variables) file into the Prospect Database from the Actions menu of the Prospect Browse. The layout of the file must be SALUTATION, STREET1, STREET2, STREET3, TOWN, COUNTY, POSTALCODE
CHANGE: When deleting a Repository Document before the physical file is removed from your hard disk it will check to see if it’s references by another Customer/Corporate and if so it will not delete the physical file
ADDITION: Planning dates are now imported from Survey Administer
ADDITION: A new security door that grants/denies access to setting Credit Limits on Customers and Corporates
Technical
TABLES: RemovalDefaults, SystemDefaults, CustomerAttachment, CorporateAttachment
Additional Modules
Survey Administer
ADDITION: There is now a Planning tab that allows you to provide dates applicable to the removal
ADDITION: Planning dates are now exported to Move Administer
ADDITION: You can now choose to print the Planning details from the Survey on the Inventory of Items
ADDITION: You can now choose to print the weight of the total inventory on the Inventory of Items
Technical
TABLES: SurveyAdminister
Move Administer Version 1287 Released
Move Administer version 0.0.0.1287 is officially released today.
History of Changes (1260 to 1287)
Move Administer
Enquiries
FIX: When converting an Internet Enquiry to a Customer the Tentative Date, Month and Period of the Enquiry is now set to the values of the Internet Enquiry
ADDITION: You can now change the Trading Company of an Internet Enquiry from the Actions menu of the Internet Enquiries Browse
ADDITION: There is now a Convert button on the Internet Enquiry Browse that does the same as Actions -> Convert to Customer, but is more easily accessible
Quotations
ADDITION: On the Miscellaneous tab of Inland/Hourly/Commercial/European/International Quotation Wizards you can now choose whether to print the volume, distance and mode on the quotation
ADDITION: On the Storage tab of the Storage Quotation Wizard for Inland/Hourly/Commercial Quotations you can now choose whether to print the volume and/or estimated number of containers on the quotation
ADDITION: On the Storage tab of the Storage Quotation Wizard you can now choose whether to print the volume and/or estimated number of containers on the quotation
Storage
ADDITION: A Notepad tab has been added to the Storage Wizards
Options
ADDITION: On the General tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) you can now supply the two default telephone numbers to display when opening newly entered Customers, Internet Enquiries and Baggage Enquiries
ADDITION: On the General tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removal) you can now select whether to print the volume, distance and mode on quotations for all new removal quotes
ADDITION: On the Quotation tab of the Storage Defaults Wizard (Tools -> Options -> Defaults -> Storage) you can now select whether to print the volume and estimated number of containers on quotations for all new storage quotes
Other
FIX: It seems that even if you chose not to be shown Follow-up Reminders the system would still look for them, therefore using unnecessary network resources. This has consequently now stopped altogether
FIX: It seems that if you chose to check for Follow-up Reminders at a set interval then that interval was ignored and Follow-ups were checked every single second, therefore using unnecessary network resources. This has consequently now been fixed
ADDITION: For those running multiple trading companies, when mass printing Crewsheets, Waybills or Questionnaires from the Event Diary you can now select a single trading company to print for, leaving this blank will print for all trading companies
ADDITION: We have setup a script to read website sales leads received by email from UK Removal (http://uk-removal.co.uk) out of Microsoft Outlook and into Move Administer as an Internet Enquiry (Tools -> Import Outlook Enquiry) – Please contact us if you require this feature (Thanks to Alexanders for their assistance with this)
ADDITION: We have setup a script to read website sales leads received by email from the BAR’s website out of Microsoft Outlook and into Move Administer (Tools -> Import Outlook Enquiry). The ‘Contact a remover’ emails are converted to an Internet Enquiry and the ‘Quick Estimate’ and ‘Advanced Estimate’ emails are converted to Customer Enquiries – Please contact us if you require this feature (Thanks to Sullys for their assistance with this)
ADDITION: New security doors added that allow user access to inserting and/or opening invoices/credits/receipts/refunds
Technical
TABLES: SystemDefaults, Storage, RemovalDefaults, StorageDefaults, Quotation, QuotationStorage
Additional Modules
Self Storage Administer
ADDITION: A Notepad tab has been added to the Self Storage Wizards
Shipping Administer Lite
ADDITION: The Shipping tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removal) you can now set whether the Estimated Pickup Date of a European and International Consignment is a required field, meaning that if it is then the Consignment can only be saved if the Estimated Pickup Date has a value in it
FIX: When converting a Baggage Enquiry to a Customer the Tentative Date, Month and Period of the Enquiry is now set to the values of the Baggage Enquiry
ADDITION: When accepting a Trade Quotation you now have a choice on the Acceptance form to automatically generate a European or International Quotation using the information contained in the Trade Quotation
ADDITION: You can now change the Trading Company of a Baggage Enquiry from the Actions menu of the Baggage Enquiries Browse
ADDITION: There is now a Convert button on the Baggage Enquiry Browse that does the same as Actions -> Convert to Customer, but is more easily accessible
Technical
TABLES: RemovalDefaults, SurveyAdminister, SelfStorage
Survey Administer Desktop
Administer Software Limited are pleased to announce that after much deliberation Survey Administer Desktop will enter development in the coming weeks.
There has been interest from companies that have their own office management system but don’t have a tool to assist the surveryor. Survey Administer Desktop will allow the entry of a new customer enquiry and the scheduling of the appointment. This information can then be exported to Survey Administer for use by the surveyor at the time of survey.
Information can then be exported from Survey Administer and back into Survey Administer Desktop where the information can be kept, edited and printed.
Pricing will start at £1,000 + VAT for a single user Survey Administer Desktop complete with a single user Survey Administer, rising to £1,500 + VAT for a multi user Survey Administer Desktop complete with a single user Survey Administer. Additional Survey Administer users are available for £500 + VAT each.
Please keep checking back for updates.
Archive Administer Developments
We thought we’d provide a little information and screenshots regarding Archive Administer which is currently under development.
Archive Administer will be available in 2 forms, as an additional module to Move Administer and as a separate standalone system, ideal for those starting out in Records Management. Archive Administer is designed to address the management of collection, delivery, destruction and storage of archive items and contents if necessary.
Archive Administer allows quick entry of archive data via user friendly wizards. When entering items, Archive Administer records the storage medium (archive box/x-ray/tube/magnetic media/etc), category (sales/purchases/payroll/etc), destruction review date (which can be calculated), the location (including warehouse if multiple warehouses are used) and position of the item within your storage facility, toegther with a note of the item (and it’s contents) and searchable keywords.
A great feature of Archive Administer is the ability to change items (and contents) on mass via user friendly wizards, ideal for when a bulk if items are moved from one storage location to another for example!
Move Administer Version 1260 Released
Move Administer version 0.0.0.1260 is officially released today.
History of Changes (1250 to 1260)
Move Administer
Enquiries
ADDITION: Tentative Date, Tentative Month, Tentative Period, Follow-Up Date and Follow-Up Status have been added to the Internet Enquiry Wizard
ADDITION: Seasonal Variance Margin and Availability have been added to the Customer tab of the Internet Enquiry Wizard and only come into effect once a Tentative Date has been entered
ADDITION: You can now import Warehouse addresses into the address fields of the Internet Enquiry Wizard as well as map the address (Origin or Destination) and date & time stamp the notepad
ADDITION: Tentative Moving Date, Follow-Up Date and Follow-Up Status have been added to the Internet Enquiry Sheet
CHANGE: The Internet Enquiry Update Form has changed considerably, with Notes now appearing on the Notepad tab
ADDITION: You can now date & time stamp the Items To Move/Notes on the Customer Wizard
Appointments
ADDITION: Tentative Date, Tentative Month and Tentative Period columns have been added to the appointments browse of the Appointments Diary
Storage
FIX: Invoice Description is no longer set when raising advance storage invoices unless the option is checked in Storage Defaults (Tools -> Options -> Defaults -> Storage)
Accounts
CHANGE: Hidden payments no longer display as previous payments on the Payment window.
ADDITION: When exporting to Sage, the Audit is now allocated an export number during the export, making it an ideal way to show which records were part of each export
ADDITION: The Export to Sage Audit browse now display an Export Number column
ADDITION: The Query Audit browse now displays an Export Number column
CHANGE: Due to a change in Sage 2010, the export files created are now all lowercase
Options
ADDITION: The Counter tab of the Trading Company Defaults Wizard (Tools -> Options -> Defaults -> Trading Companies) now shows the last archive invoice/credit number issued, the last archive docket number issued and the last audit export number issued
Other
CHANGE: Name fields have been increased in size from 60 to 100 characters, resulting in the increase of various fields such as Forename, Surname, Contact, and therefore major data file changes – This will sadly result in you losing any customisation to a lot of browses
CHANGE: The way in which names are split into Title, Forename and Surname has changed and become more intelligent. Now if you enter Mr C Smith & Miss P Jones the Title will be set to Mr, Forename will be set to C and Surname will be set to Smith & Miss P Jones, so to locate this customer in the future you search upon the first surname entered and not the last
FIX: When opening a Customer or Corporate from a follow-up the Trading Company now displays correctly
Technical
TABLES: InsuranceDefaults, Quotation, AgentContact, Audit, ContainerHistory, CorporateAccount, CorporateContact, Customer, CustomerAccount, CustomerLocation, Internet, Payment, Prospect, SelfStorageAccess, SSEC::User, SystemDefaults, Trader, Worksheet
Additional Modules
Shipping Administer Lite
ADDITION: Tentative Date, Tentative Month, Tentative Period, Follow-Up Date and Follow-Up Status have been added to the Baggage Enquiry Wizard
ADDITION: Seasonal Variance Margin and Availability have been added to the Customer tab of the Baggage Enquiry Wizard and only come into effect once a Tentative Date has been entered
ADDITION: You can now import Warehouse addresses into the address fields of the Baggage Enquiry Wizard as well as map the address (Origin or Destination) and date & time stamp the notepad
ADDITION: Tentative Moving Date, Follow-Up Date and Follow-Up Status have been added to the Baggage Enquiry Sheet
CHANGE: The Baggage Enquiry Update Form has changed considerably, with Notes now appearing on the Notepad tab
Shipping Administer Pro
FIX: The Assign button is now disabled if the highlighted Manifest has no Consignments
Technical
TABLES: ArchiveDocket, Baggage, Consignment, CrateDocket, Manifest, SelfStorageAccess, SurveyAdminister, UnitHistory
Move Administer Version 1250 Released
Move Administer version 0.0.0.1250 is officially released today.
History of Changes (1240 to 1250)
Move Administer
Quotations
CHANGE: The Accounting Tab of all Quotation Wizards now shows the Storage VAT Code and Storage VAT Rate, although these will be disabled if no storage is being offered
CHANGE: The Accounting Tab of all Quotation Wizards now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The Goods In Transit Tab of all Quotation Wizards have changed in order to allow the charging of insurance (please contact us for the necessary stationery changes should you wish to go down this avenue). Therefore, Mediation Rates and Mediation Sales Codes are shown however these will be disabled if you do not charge mediation fees. Additional Goods in Transit is also available for those that charge insurance based on the valuation being moved or for charging additional premiums on large value removals
CHANGE: The Charge Tab on all Quotation Wizards now shows the various tax charges on Nett, Insurance and Mediation
Storage
ADDITION: On the General tab of the Storage Defaults Wizard you can choose whether you offer a bonded warehouse facility, which if checked will display a Bonded Stock tab on the Storage Wizard (Tools -> Options -> Defaults -> Storage)
ADDITION: On the Invoicing Tab of the Storage Defaults Wizard you can now choose to have the description field of the invoice to auto complete with brief information regarding the invoice, such as: 5 days from 01/06/2010 to 04/06/2010, 1 month & 3 days from 28/04/2010 to 31/05/2010, June 2010, June 2010 to end of August 2010 (Tools -> Options -> Defaults �> Storage)
ADDITION: On the Invoice Tab of the Storage Defaults Wizard you can now choose to show the units on the description field (Tools -> Options -> Defaults �> Storage)
CHANGE: The Accounting Tab of the Storage Wizards now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The various Insurance Tabs on the Storage Wizards now show Mediation Rate and Mediation Sales Code however these will be disabled if you do not charge mediation fees
Accounts
ADDITION: On the General Tab of the Accounting Defaults Wizard you can now choose to set the Removal Tax Date to be the Acceptance/Rejection Date, leaving this unchecked will result in the Removal Tax Date being set to today�s date (Tools -> Options -> Defaults -> Accounting)
ADDITION: On the General Tab of the Accounting Defaults Wizard you can now choose to set the Storage Tax Date to be the Date of Change, leaving this unchecked will result in the Storage Tax Date being set to today�s date (Tools -> Options -> Defaults -> Accounting)
Correspondence
CHANGE: Various data files have been changed in readiness for the forthcoming enhancement that will allow the generation of multiple PDF�s to email
Options
ADDITION: You can now select whether or not a warehouse address can be imported into origin/destination addresses (Tools -> Options -> Storage -> Warehouse)
CHANGE: Warehouse bay heights can now go to 9, to cater for half containers
ADDITION: The Cover Tab of the Insurance Defaults Wizard now allows you to check whether to charge mediation/arrangement fees
CHANGE: The Insurance Defaults Wizard now shows mediation rates and sales codes, although if you do not charge mediation fees then these fields are disabled and automatically set to 0%
CHANGE: The Accounting Tab of the Service Wizard now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The Insurance Tab of the Service Wizard now shows the Mediation Rate and Mediation Sales code however these will be disabled if you do not charge mediation fees
CHANGE: The Charge Tab of the Service Wizard now shows the various tax charges on Nett, Insurance and Mediation
Other
ADDITION: The Follow-Ups – For Me Browse now only shows pending follow-ups, however there is now a checkbox to show all follow-ups regardless of their status
FIX: If you create a Follow-Up and add the reminder date and time after you have assigned recipients then you will now be asked if you would like to update the date and time of the recipients
REMOVED: VAT Rate Adjustments from the Tools menu
Technical
TABLES: AccountingDefaults, StorageDefaults, Warehouse, Storage, Quotation, InsuranceDefaults, Services, CustomerPDF, CorporatePDF
Additional Modules
Crate Administer
FIX: Invoice detail for invoices with NO Nett are now removed and no longer show on the next invoice generated
Self Storage Administer
ADDITION: On the Invoicing Tab of the Self Storage Defaults Wizard you can now choose to have the description field of the invoice to auto complete with brief information regarding the invoice, such as: 5 days from 01/06/2010 to 04/06/2010, 1 month & 3 days from 28/04/2010 to 31/05/2010, June 2010, June 2010 to end of August 2010 (Tools -> Options -> Defaults �> Self Storage)
ADDITION: On the Invoice Tab of the Self Storage Defaults Wizard you can now choose to show the units on the description field (Tools -> Options -> Defaults �> Self Storage)
CHANGE: The Accounting Tab of the Self Storage Wizards now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The Insurance Tab on the Self Storage Wizard now shows Mediation Rate and Mediation Sales Code however these will be disabled if you do not charge mediation fees
Shipping Administer Lite
ADDITION: The Cover Tab of the Insurance Defaults Wizard now allows you to check whether to offer marine insurance on European and International Quotations
ADDITION: A new International GIT Tab on the Insurance Defaults Wizard now allows the entry of a default rate when offering GIT insurance on International Quotations, rather than Marine Insurance
CHANGE: The Marine Insurance Band Wizard has changed considerably, still showing the same fields as before but in a different order (Tools -> Options -> Shipping -> Marine Insurance Bands)
ADDITION: The General Tab of the Marine Insurance Band Wizard now asks for an area of coverage which is for you to list the countries covered by this band
ADDITION: A new Vehicle Cover Tab has been added to the Marine Insurance Band Wizard which allows you to offer insurance cover on vehicles
CHANGE: Marine Insurance on European and International Quotations has been removed as a tab from the European/International Quotation Wizard and is now available as an option on the Actions menu and as an icon on the Toolbar of the European/International Quotation Wizard, but is only available if you check Offer Marine Insurance on the Miscellaneous Tab of the European/International Quotation Wizard
ADDITION: Marine Insurance Wizard now allows coverage on vehicles
CHANGE: When accepting Marine Insurance if you choose Vehicle as the type of cover required then only vehicle cover will be charged, however if you choose Superior/Super/Standard/Restricted as the type of cover required and there is an amount in the vehicle cover field then vehicle cover will also be charged, together with its own administration fee, if applicable
ADDITION: You can now offer storage on European Quotations! Please contact us with the necessary changes to your stationery in order for storage to print upon your quotation & acceptance forms
Technical
TABLES: SelfStorageDefaults, SelfStorage, Marine, QuotationMarine
Move Administer Version 1240 Released
Move Administer version 0.0.0.1240 is officially released today.
History of Changes (1230 to 1240)
Move Administer
Please note: Everything prefixed with an * is only applicable to those who sell insurance and are regulated by the Financial Services Authority as it has been brought to our attention that Mediation/Arrangement fees are applicable to Insurance Premium Tax.
Customer
CHANGE: Reference has been increased to 35 characters
ADDITION: Reference has been added to the Customer Tab of the Customer Wizard
Enquiries
ADDITION: You can now archive Internet Enquiries
ADDITION: The Internet Enquiry Form now has an Archived checkbox to archive/unarchive the Internet Enquiry
ADDITION: The Internet Enquiries Browse now has an Archived checkbox to display archived Internet Enquiries with �active� ones
ADDITION: The Actions menu on the Internet Enquiries Browse now has an option to Archive Internet Enquiries and is powered by the Query Wizard
Quotations
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Inland Quotation Wizard, Accepting Inland Quotation Wizard, Hourly Quotation Wizard, Accepting Hourly Quotation Wizard, Storage Quotation Wizard and the Accepting Storage Quotation Wizard
ADDITION: *Mediation tax (�) has been added to the Inland Quotation Wizard, Accepting Inland Quotation Wizard, Hourly Quotation Wizard and the Accepting Hourly Quotation Wizard
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Service Wizard
CHANGE: *Tax (�) has been changed to Insurance tax (�) on the Charge tab of the Service Wizard
ADDITION: *Mediation tax (�) has been added to the Charge tab of the Service Wizard
CHANGE: Insurance tax code and Insurance tax rate (%) have been moved from the Insurance tab to the Accounting tab of the Service Wizard
CHANGE: When you accept a Quotation the date of the invoice will now become the date the Quotation was accepted rather than using today�s date, which allows for forward and backward invoicing
CHANGE: When you reject a Quotation the date of the credit will now become the date the Quotation was rejected rather than using today�s date, which ideally allows for backward crediting
Storage
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Storage Wizard
ADDITION: A new Bonded Stock tab on the Storage Wizard now allows Bonded Stock Items to be recorded, ideal for those who have a Bonded Warehouse
CHANGE: When the invoice run is performed for a single trading name then the last invoice run date is updated rather than when left blank
CHANGE: When a Storage Job is started, amended, or ended, then the date of the Invoice/Credit is now the start/change/end date if it is before today, otherwise it will remain at today�s date
Accounts
ADDITION: *The default Mediation Tax (usually Insurance Premium Tax) is now charged on Mediation/Arrangement fees
Reports
ADDITION: A Sales Group option has been added to the Turnover Criteria Window, allowing you to list your turnover for a particular Sales Group
CHANGE: The Turnover report now shows Sales Group headings
Options
ADDITION: *A Mediation Tax Code is now required on the Tax tab of the Insurance Defaults Wizard (Tools -> Options -> Defaults -> Insurance)
ADDITION: You can now provide Sales Groups which then allows you to group Sales Codes together (Tools -> Options -> Accounting -> Sales Groups)
ADDITION: You can now allocate a Sales Group to a Sales Code (Tools -> Options -> Accounting -> Sales Codes)
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Removal Service Wizard (Tools -> Options -> Removals -> Services)
CHANGE: *Tax (�) has been changed to Insurance tax (�) on the Charge tab of the Service Wizard
ADDITION: *Mediation tax (�) has been added to the Charge tab of the Service Wizard
CHANGE: Insurance tax code and Insurance tax rate (%) have been moved from the Insurance tab to the Accounting tab of the Service Wizard
CHANGE: If the Domain on the Company Tab of the Trading Company Wizard contains an @ then this is treated as the email address for all emails from that Trading Company (Tools -> Options -> Defaults -> Trading Company)
Technical
TABLES: Internet, InsuranceDefaults, Service, Quotation, QuotationService, Storage, SalesGroup, SalesCode, Customer
Additional Modules
Commercial Administer
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Commercial Quotation Wizard and the Accepting Commercial Quotation Wizard
ADDITION: *Mediation tax (�) has been added to the Commercial Quotation Wizard and the Accepting Commercial Quotation Wizard
Self Storage Administer
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Self Storage Quotation Wizard and the Accepting Self Storage Quotation Wizard
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Self Storage Wizard
CHANGE: When the invoice run is performed for a single trading name then the last invoice run date is updated rather than when left blank
CHANGE: When a Self Storage Job is started, amended, or ended, then the date of the Invoice/Credit is now the start/change/end date if it is before today, otherwise it will remain at today�s date
Shipping Administer Lite
ADDITION: You can now archive Baggage Enquiries
ADDITION: The Baggage Enquiry Form now has an Archived checkbox to archive/unarchive the Baggage Enquiry
ADDITION: The Baggage Enquiries Browse now has an Archived checkbox to display archived Baggage Enquiries with �active� ones
ADDITION: The Actions menu on the Baggage Enquiries Browse now has an option to Archive Baggage Enquiries and is powered by the Query Wizard
CHANGE: The Marine Insurance Band browse now shows the Administration amount inclusive of Mediation Tax
ADDITION: The Band tab of the Marine Insurance Band Wizard now shows the Tax and Total amount of the Administration charge
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the European Quotation Wizard, Accepting European Quotation Wizard, International Quotation Wizard and the Accepting International Quotation Wizard
ADDITION: *Mediation tax (�) has been added to the European Quotation Wizard, Accepting European Quotation Wizard, International Quotation Wizard and the Accepting International Quotation Wizard
Technical
TABLES: Baggage, SelfStorage, ArchiveItems