MMS Version 5 Upgrade Features

• The length of the product name has been increased to allow for up to 50 characters.
• A new field has been added to the product record called Bulk Item. If an item is marked as a bulk item, no matter what quantity of it is sold on an invoice, only 1 will be added to the total number of items that prints on the bottom of the invoice.
• Each product now has a manufacturer field. This is an optional field and can be used along with the vendor to better control purchasing.
• You can now print out the product notes on any particular product. Just retrieve the product from the Products|View/Modify menu choice, select the notes tab, and press the Print button on that tab. The name of the product, product number, and notes will be printed to the printer you select.
• The product search list now can optionally display the product barcode, retail price, cost, and/or distributor cost.
• MMS can now print barcodes on the bottle labels of products. This is great if you have a particular vendor who does not print barcodes on their items and you use a barcode scanner during customer checkout.

Vendor Changes

• To support the manufacturer field now on each product record, a vendor can now be specified as a vendor only, manufacturer only, or both.
• You can now select which customer is the default sponsor for a particular vendor. This customer will automatically be set as the sponsor when a customer is added to that vendor.
• Detailed contact information fields have been added to each vendor/manufacturer record. These include name, address, phone, fax, email, and website address.

Reorder Changes

• The reorder window now only shows outstanding items (those items not yet received) for reorders that are still outstanding. A checkbox allows you to see all items if needed.
• The vendor reorder text, discount, and default shipping charge are now also displayed on the Reorder View window for quick reference and changing.
• A shipment information tab has been added to the reorder window. This allows you to enter the reorder carrier, tracking number, shipment date, plus any notes for the reorder.

Invoicing Changes

• On the invoice window, you can press a button that will allow you to print the products notes for one or more of the products that you have added to the invoice. This allows you to easily give your clients information on each item they are purchasing WITHOUT having to go to another source to prepare this information.
• If you use a color full size printer to print receipts, you can now set MMS to print negative numbers in red on the receipt.
• If you have the optional receipt printer, it will now print any backorders for that invoice at the end of the receipt. Additionally, you can optionally select whether customer invoice volumes print on the receipt printer receipt.
• If you drop ship one or more items on an invoice, you can check the new Drop Ship Message checkbox under the Print and Print Preview buttons on the Invoice Line Items tab. For those item set as drop ships, MMS will place an asterisk by the item quantity and a message will print on the invoice stating that items with the asterisk are being shipped separately.
• If you ship items to your customers, MMS now has optional integrated tracking records available on each invoice record. The shipper, tracking number, ship date, weight, and freight cost can all be entered. If your computer is connected to the Internet, MMS can open a Internet browser window to the specified shipper's website to show detailed tracking information with just a click of a button.
• A cost basis field has been added to the products on the invoice and is used in determining profit and loss in the updated invoice summary report and inventory sales reports.

Customer Changes

• You can now designate if a customer shipping address is a home or a business which is required by some shipping companies. Additionally, the shipping address name field length has been increased to 35 characters.
• The bill-to and ship-to addresses of each customer now have a country field available.
• If a customer of yours has a website, you can save their website address on their customer record. Just enter it in the Website field on the customer window. To go to the website, just press the Website button next to the field and your Internet browser will open to that site.
• You can search for payments of customers by entering credit card or check numbers.
• Each customer now has a label flag checkbox called Include in Labels on their main record and not just their vendor records. This flag will be used when running a label report when you do not specifically select a vendor.
• A customer information sheet can be printed from the customer administration view window.
• Customer callbacks (reminders to call a customer back on a certain day) can now be assigned to individual employees/users of MMS. This allows MMS to only display callbacks for the default employee (or logged in employee if using employee logins) and callbacks for other users of MMS will not be displayed by default. You can see the callbacks of other users at any point by selecting a different employee if needed.
• A refresh button has been added to the customer callback window. If you or another user changes a callback on another window, just press the Refresh List button on the window and you will see the latest callback records.

Report Changes

• The invoice summary report has been enhanced to provide a profit and loss area. This is done by subtracting the cost basis field on the invoice products from the selling price of the product minus any discounts given to that item.
• Inventory sales report has had Total Profit and Item Profit sort criteria added to it. This causes the report to sort by the total profit of each item or the item profit (average profit per sale). Such information may be helpful in your purchasing or sales promotion decisions.
• Customer label report has the first purchase date criteria fields added to it. This allows you to run labels for new customers who purchased within a given date range or other similar needs.

NOTE: MMS version 6 was released in May of 2007. Version 5 is no longer available for purchase. Contact Sunshine POS with any questions you have regarding this.

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