MMS Version 6 Upgrade Features

• Enhanced Customer Search Fields – There are new ways you can now search for a customer on the customer search window: 1) Distributor number or distributor type without having to select a specific vendor, 2) Customer callbacks word or phrase search plus completed or not completed callback status, 3) Search customer notes for a particular word or phrase, 4) New customer extra ID field which could be a driver’s license number or anything you wish, 5) Customer sponsor search has been added.
• Customer Enhancements – 1) The length of the customer notes field has been increased from 400 to 1500 characters. 2) Customer active checkbox added which when unchecked makes a customer inactive and will not appear in any general customer searches or lookups saving searching time without having to actually delete a customer and their past records. 3) Default invoice message can be cleared after previously being assigned. 4) Configuration option can be set to whether to default new customers “Include In Labels” flag to be checked on or off. 5) Vendor(s) can be set to automatically be added to a customer’s vendor records when a new customer is added to MMS, 6) Phone number added to customer backorder list and backorder report, 7) Button added to customer view to copy bill to address fields to the customer’s ship to address fields, 8) Addition of a customer extra ID field to store driver’s license or any other type of data, 9) Addition of default carrier to customer record which will be automatically selected when creating a new invoice for that customer, 10) Addition of Print Balance Due checkbox on customer record to allow selection of printing or not printing balance due total on invoices.
• Customer Callback Enhancements – MMS now allows you to create and save “stored callbacks”. The text of these stored callbacks can be copied to a callback you are assigning to a customer with just a selection for the stored callbacks dropdown box on the callback tab of the customer view window. You can then modify this text if needed before saving the callback record. An example of such a stored callback would be “2 Week New Customer Follow-up”. The length of each customer callback note has also been increased from 400 to 1500 characters. A date range search has been added to the customer callback notification window to only find those callbacks that are due during a certain date range.
• Customer Visit Enhancement – When you add a new visit record and enter a follow-up date, you have an option to assign a stored callback along with a specific employee for this customer. This avoids having to remember having to go to the customer callback tab to enter the follow-up callback.
• Invoice Enhancements – 1) No longer do you have to select how to add an item to the invoice by name, code or barcode as version 6 automatically determines how to find the product based on what you enter. 2) When setting a discount percentage on an invoice, the discount can apply to the current item, all items, or items that will be added to the invoice. 3) Retail price is added to the product search popup window, 4) When on the line items tab for a paid invoice, MMS says invoice has been paid and cannot be modified before removing payment, 5) Configuration option added to select whether or not you want customer/vendor volume totals to be displayed on the invoicing window, 6) Configuration option added to select whether or not product cost is displayed on the invoicing line detail to protect price from customers who can see invoicing screen, 7) Configuration option added to not display invoice print dialog box and send invoice directly to MMS default printer, 8) Change due customer prints on the invoice when invoice is printed before invoice window is closed, 9) Invoice search option of both Paid/Unpaid invoices has been added, 10) MMS shipping charge records can be configured and saved and selected quickly during invoicing giving options for invoice shipping description, amount, and carrier (delivery method), 11) Ability to open invoice from customer payment and customer backorder window by double clicking on the invoice number, 12) Configuration option can be set to be notified if product added to invoice has a $0.00 selling price, 13) Net selling price and percentage discount is displayed on each invoice line items line, 14) Clipboard button added to shipping field to quickly clipboard shipping information from invoice, 15) Export to NSP website shopping cart directly from an invoice makes it easy to drop ship NSP products for a customer ordering through you.
• Payment Enhancements – 1) Configuration option added to have a reminder displayed if you to transmit credit card payments when the user of MMS attempts to save a payment that has not yet been transmitted. 2) List of invoices paid by a payment will also print when you are printing a payment receipt with option to print to full size printer or optional receipt printer.
• Product Enhancements – 1) Manufacturer can be cleared after previously being assigned, 2) Product label flag has been added which when unchecked will cause that product to not be included whenever bottle labels are printed out, 3) Product weight field has been added to secondary vendor product records in case weight varies from vendor to vendor, 4) A flag called “Count on Invoice” has been added and, if unchecked, product will not be counted on invoice total items count, 5) A product invoice discount override field has been added to product record to allow setting of specific discount on individual products. If invoice or customer also has a discount set, the largest discount will be used, 6) Optional bin/location field has been added to product record to record location of item, 7) Product code length can now be up to 15 characters.
• Enhanced Product Search Fields – You can now search for products by a word or phrase in the product notes field.
• Employee Timecard Enhancement – You can now restrict employees without sufficient rights from changing timecard entries.
• Employee Commission Enhancement – Commissions for each product can be set the same to all employees or each employee can be set to a different percentage on the same product
• Vendor Enhancements – 1) You can select that a specific cost type not be displayed or editable for a specific vendor, 2) Vendor name, address, contact information, and notes can be printed directly from the vendor window.
• Category Enhanced Product Tax Rates – For those MMS users in areas where one customer may be charged one tax rate on a product and another customer a different tax rate on the same product (i.e. tax rates based on customer location), we have completed a solution to allow you to create what are called tax categories. You can assign a customer to a specific tax category and enter different tax rates for different categories and optionally assign products to specific tax categories. More detailed information will be included with the version 6 instructions for those customers needing this more complicated sales tax calculation and tracking.
• Report Modifications – 1) On the Statement of Account, Receipts by Payment Type, and Invoice Summary reports, the time the report was created will now print out on it, 2) Credit card numbers are now masked on the Statement of Account report, 3) Sales Summary Report will include whether it was created in cash or accrual basis, 4) Distributor type added to customer cross reference report, 5) Invoice date sort option added to Inventory Sales Report, 6) Employees can be granted access to all reports, no reports, or specific reports you select, 7) Reorder preview report can now be exported to Excel and other supported export file types, 8) Inventory sales report has had profit column added with options to sort by Total Profit or Item Profit, 9) All reports can be exported to the latest Excel version 8 (97 and later including Excel for XP), 10) Product Reorder Recap report has option to only see reorders that contain specified product(s).
• Support for a Cordless Remote Barcode Batch Scanner – A barcode batch scanner is designed for taking inventory with a cordless barcode scanner which has a memory capability. After scanning all or a subset of your inventory using the barcode driven menu software, you connect it to your computer, open the MMS Batch Barcode window, and transfer the scanned information into MMS. MMS then will display a list of those items you scanned with a comparison of the QOH you scanned vs. what MMS has in its records. You can then correct and modify this list before updating your MMS QOH values with the push of a button. This feature does of course require the purchase of a batch barcode scanner which is $749 plus shipping. This scanner may sound expensive but for those stores with a lot of inventory, it will pay for itself in time saved when doing an inventory. Note that this scanner cannot be used for checkout during MMS invoicing. Email or call us for more information if interested.
• Additional Enhancements – 1) MMS can be configured to allow more windows open at once up to a maximum of 12.
• Free Support - Remember we continue to offer free support via email or telephone to users of the current version only.

NOTE: MMS Version 6 is no longer available for upgrade as it has been replaced by MMS Version 7.

Home    Software    Equipment    Supplies    Shopping Cart    Site Map    Contact Us    Ordering Information