Fastbase Accounting System
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Office NewsPriscilla has been back with us exactly a month. Her baby Rinah is doing well, she's a lovely happy little thing and sleeping well like a baby should. So if you've any tricky accounting questions you're still waiting patiently on, the doctor is "in".
This afternoon we're having our Christmas outing (mini golf again, we're getting pretty good now) so the office will be unattended from about 1pm. Feel free to call me on my mobile 021 636876 should anything urgent come up. We will be open over the Christmas-New Year period except for the statutory days.
Fastbase notesWe have made changes to customer notes. These changes should make it easier to organise notes and keep track of upcoming tasks.
We've changed the Types of notes you can have. The types used to be Active, Alert, Accounts, or Completed. Now the available types are as follows:
Alert - special attention or warning note
Opportunity - a new or possible sales opportunity
Sales - sales activity, in between opportunity and fulfilment
Fulfilment - satisfying an order, in between accepting an order and delivery
Support - post-sales or post-delivery support
Account - payment or credit concerns
Under Customer Enquiry the notes are now displayed on tabs. Each different type of note is shown on a different tab. The tabs are configurable, one tab can show more than one type of note.
Notes can have a To Do date and a Finish date. Alerts are a special kind of note, they display in a pop-up screen when certain actions are performed on a customer in Fastbase, e.g. customer order creation, customer enquiry.
There's more to it than this, give us a call if you've questions. We plan to make further changes to notes including the ability to link customer quotes and orders to notes, and improvements to the calendar view so up-coming tasks are visible on the main screen of Fastbase.
Warning message when sell price is below costWe have added a pop-up warning message for selling parts below cost on customer quotes, orders, and invoices. Already when the gross profit of a line-item of a customer quote, order, or invoice is below minimum, a red warning message appears on the line entry screen. This minimum GP can be set under Utilities - Modules - AR - Credit Control & Security - Minimum Sales GP%. However before now there wasn't any message when the net price of the line item is below the cost price.
We have changed Fastbase to pop-up a warning message when the selling price is less than cost price on customer quotes, orders, and invoices. If the line-item Save button is clicked and the Net Price is below the cost price on line-item entry screen, Fastbase displays a pop-up warning, "Selling Price is below cost", with an Ok/Cancel option. OK accepts the price and saves the line-item as usual. This new feature is controlled via a setup option, contact Fastbase if you'd like it enabled.
Non-stock parts - cost-price validation on customer ordersCurrently, when a user enters a non-stock part into a line-item on a customer order or invoice, Fastbase will allow the user to modify the cost price for the line item. The cost price defaults to the cost price of the part. If the cost of the part is zero, then the cost of the line item will be zero if the user does not change it.
We have changed Fastbase so that the user is required to enter a cost price greater than zero on non-stock line items of sales orders and invoices. If the Cost Price is not greater than zero, Fastbase displays a pop-up warning "No cost price entered". This feature is enabled via a setup option, get in touch if you're interested.
Receipt printingWe've recently made software changes for a customer to allow receipt printing for cash sales an their outlet store. When they enter a cash sale in Fastbase, an invoice and one or more receipts of the corresponding type (eftpos, cash, credit card, cheque or a combination) are generated in Fastbase. The receipts are setup as different transaction types in Fastbase so they show up separately on the bank rec. Fastbase communicates with the receipt printer so they now print small, tear-off customer receipt/invoice dockets from Fastbase whenever one of these cash sales is made. These software changes were done somewhat specific to their needs, but if you have a similar requirement we may be able to help.
Changes to quote summary and quote expiry reportsWe have changed the Quote Summary and Quote Expiry reports. You can now filter both reports by selected parts. In addition, the order of lines on the Quote Expiry report is now configurable via an on-screen option. You can sort the report by salesperson, customer, part, or operator. Previously the report would always group the lines by salesperson. We've added a new field to the Quote Summary Report so that you can filter cancelled quotes according to the reason they were cancelled.
Report original operator & salesperson on invoice registerWe've changed the Invoice Register Reports so that you can report any customer credits on the report under the operator/salesperson who entered the original invoice.
Print customer special pricingWe have changed Fastbase so that it is possible to print a list of customer-specific pricing from the Customer Special Pricing screen, for a particular part. Already it is possible to view and print a list of all parts with special pricing for a particular customer from Customer Enquiry/Maintenance - Discounts - Print Report. However, although it has long been possible to view a list of all customers that have special prices for a particular part (under Part Enquiry/Maintenance - More Options - Customer Special Pricing) there was no print function here.
We've added a Print button under Part Enquiry / Maintenance - More Options - Customer Special Pricing. This prints a report with one line per customer, with the customer name, special price, discount, update date, and expiry date.
Select from the following list of newsletters that have been sent out.
- 02/12/2016 Office News, Stock Price List Report - Part Extra Description, Non-Stocks parts on Part Assembly, Quick key to scroll drop-down list on selection fields, Cash sale - receipt transaction type
- 14/03/2016 Office News, Sorting Customer Invoice line items, Part Assembly Component List, Stock Purchase History
- 04/12/2015 Office News, Orders and Quotes displayed on main Fastbase screen, Reporting on Superseded parts, Freight Detail Report options
- 11/03/2015 Office news, New Zealand domain names, Customer Sales Order Display, Consolidate parts on Inwards Goods Report, Stock Ordering Report
- 05/12/2014 Office News, Search for parts when making a Purchase Order, Quantities per Branch on Inwards Goods Report
- 13/11/2014 Office news, Email a note to selected users, New fields on Parts Price-List Import, Selection of multiple call cycles, Back-order warning, Fastbase on Windows 8, Anti-virus software on Windows servers, Dual monitor support, Customer keyword search now includes Contacts and Delivery addresses
- 24/12/2013 Office News, Search by Main Supplier when Selecting Parts
- 28/11/2013 Office News, Quoting for items that aren't recorded as parts in Fastbase, Stream-lined entry of new part assembly transactions, Sorting of customer notes on the appointments screen, Maintaining a customer note - "Complete" button save and exit
- 24/09/2013 Office News, Prospective customers, Delete multiple expired quotes, Customer Activity Report, Import quote lines from a CSV file, Customer Frequent Products - exclude returned goods
- 19/02/2013 Office News, Changes to Contacts, Emailing and printing an invoice when creating an invoice from a sales order, Copy Customer, Selected Operator for Quote Summary and Quote Expiry Reports
- 06/12/2012 Office News, Fastbase notes, Warning message when sell price is below cost, Non-stock parts - cost-price validation on customer orders, Receipt printing, Changes to quote summary and quote expiry reports, Report original operator & salesperson on invoice register, Print customer special pricing
- 14/07/2012 Office news, Change to Suggested Purchase Order Generation, GL Transaction Listing report, Creating normal stock items from non-stock items when converting quote into order, Maintaining Goods Receipts, Display total cost and GP% for Build-Misc line items, Automatic Disabling of Overdue Customers, Future-dated transactions not included in Customer/Supplier Balances
- 15/02/2012 Office News, Photo indicator in Part Enquiry, Drag-and-Drop line items, Warning message for customers with active quotes
- 25/11/2011 Office News, Create a Quote from a Customers Discounts, Store Part information per Code, Store Image for each Customer
- 12/09/2011 Office News, Maximum Days Credit on the Customer Listing Report, Typing ahead, Long running searches, Subject in notes, Customer Notes and Alerts - Search, Supplier Payment Batches
- 02/06/2011 Office News, Image upload feature, Database replication, Search for products or customers, Progress bar, Print transaction batch, Selected companies per user, GL Account balances and unposted transactions
- 25/03/2011 Office news, Keyword Search, Report all accounts on GL Transaction listing, Additional Info on Suggested Purchase Order Report, Customer Credits on GST Report, Customer Sales Analysis by Gross Profit
- 02/12/2010 Office news, Stock Sales Analysis by Gross Profit
- 15/11/2010 Office news, GST rate change for NZ, New web server, websites and backup, Order Number in emailed invoices
- 28/09/2010 GST rate change - final reminder, Duplicate Bin Location Warning
- 20/08/2010 Office news, GST change on 1 October, Customer statements in CSV format, Single invoice per order, Order number on Customer Credits
- 18/06/2010 Office news, Copy purchase order line items from another order, Customer credit reference, Customer statements in CSV format, Import customers, Salesperson field on customer transactions, Customer Transactions Listing, Printing Credit Notes, Scheduled Price Updates, Serial and batch number checking in Fastbase, Stock Audit Report for a branch, Website product search, Check order number on invoice entry, Customer Sales Analysis Report, Maintaining customer receipts
- 18/12/2009 Office news, Minimum Gross Profit per Inventory type, Website search, Zero-value invoices, New CSV format for exporting Purchase Orders, Barcode scanning on goods receipts, Parts Price Import - importing of Product pack details, Web User Maintenance Security Levels, Cubic volume and weight on purchase orders, Highlight backorders supplied direct to the customer, Forward Dated Invoices, Plus key, Customer receipt reference, Ten price levels, Customer Credits - distinct return-branch per line item, Product Listing report, File - Printers, Consolidated Invoicing
- 08/06/2009 Office news, Notes subject, Goods receipts and consignment branches, Website search, Barcode pack tab, Product listing report, Company logos
- 16/03/2009 Office news, Suggested Order Generation Report, Customer Sales Analysis Report, Printing Credits, GL Transaction Listing
- 17/02/2009 Office news, Invoicing Multiple Orders, Suggested Purchases Report, Supplier Rebates, Orders Taken Report, Web Display Maintenance
- 24/12/2008 Office news, Part price import, Red alert notes, Map button
- 04/12/2008 Office news, Customer Employee Count, Area search for customer search, Release Backorders, Supplied-only packing slips for release backorders, Financial reports
- 06/11/2008 Office news, Improved Account Search, Contacts Tab, Cancel button, Discounts on website orders, Branch transfer, Barcodes on stationary items, Stock Sales Analysis report, Customer Special Pricing
- 29/09/2008 Office news, Multiple companies with different balance currencies, Profit/Loss Report Structuring, Bank Reconciliation Batching, Financial Report Font, Delivery Method, Part Maintenance, Purchase Order
- 31/08/2008 Office news, Sales found for customers, Supplier transactions, Return reminders
- 13/08/2008 Office news, Invoice Register Report, Backorder release, Email to Fastbase, Print and Email Invoices, Security option, Maintain button, Website part display
- 02/07/2008 Office news, Print Invoices & Credits, Customer Notes, Change Type Details, Maintain Goods Receipt
- 11/06/2008 Office news, Maintenance and Enquiry, Notes - Expiry Date, Emailing Notes, Invoice Register Report, Print Invoices and Credits, GST Adjustments, Fastbase Main Window, Printers
- 29/04/2008 Office news, Find product within a stock take, Product Enquiry - Delete, Hide Costs, Disabled Customers, Customer Order Status report, Print Customer Returns, Delete Customer Returns
- 03/04/2008 Office news, Generate customer returns, Sort sales order lines by part number, Search for customers, Batch and transaction dates
- 07/03/2008 Alex Burge, Cash Receipts report, Web server
- 27/01/2008 Ricky Li, Customer Quotes, Web server, Thumbnails
- 21/12/2007 Christmas dates, Purchase Orders, GL account enquiries, On-screen information for options and selections
- 24/10/2007 Office business, Spam, Company logo, Supplier contacts, EDI Orders & Delivery Confirmation
- 13/09/2007 Emails, Stationary layouts, Deferred GST, Discounts by code
- 12/08/2007 Whereabouts, New developments
- 05/07/2007 Whereabouts, Australian Bank Account Numbers
- 20/05/2007 Whereabouts, Part Listing Report - Print bin locations, Customer Sales Analysis Report - Customer type and area, Stock Taking - Bin locations, Appointments/Notes - Sending Emails
- 25/04/2007 Contact details, Stock Take - Enter Count Figures, Purchase Order - Import, Stock Price List Report
- 23/02/2007 Customer Receipts, Releasing Backordered Goods, Viewing Lists - Sorting Columns
- 01/02/2007 Account Maintenance/Lookup, Maintaining Sales Orders, Printing Packing Slips, Bank Deposit Supplement, Searching by Keywords, FastBase - Startup Page, FastBase - Emailing Us
- 15/12/2006 Supplier Post Code, Order Notes, Purchase Order Register Report, Order Reports, FastBase Main Screen, Supplier Invoice Entry
- 05/12/2006 Fixed Assets, Cancelling Supplier Payments, Xtra e-Mail Not Delivered, Merry Christmas and Happy New Year
- 31/10/2006 Looking up Addresses, Selection Screens - Quick Find, Profit & Loss Report - Consolidated Accounts, Saving Report Selections, Merging Suppliers/Customers/Parts, Security Levels
- 24/10/2006 Cancelling Orders & Transferring Stock, Non-Diminishing Parts, Automatic Price Updating, Credits - Surcharge %, GL Account Enquiry - Printing Transactions, Staff Changes @ FastBase
- 13/10/2006 Order Enquiry, Releasing Backordered Goods, Freight Detail Report, Part Numbers, Invoicing Orders
- 04/10/2006 Processing Menu, Order Entry - Non Stock Items, Quote Status Report, Order Entry - Supply Quantity..., Purchase Order Enquiry
- 29/08/2006 Order Entry - Viewing Price History, Enquiry to Maintain Transactions, Barcodes on Products
- 04/08/2006 Sales Order Entry - Price History, Sales Order Entry - Default Quantities, Part Enquiry - Quoting a Customer, Customer Enquiry / Notes
- 25/07/2006 Import Parts Price File, Supplier Payment Details
- 10/07/2006 Part Maintenance - Selling Prices, Part Enquiry - Customer Price, Transaction Quick Entry, Customer Maintenance
- 29/06/2006 Exchange Rates, Stock Enquiry, Balance Sheet, Calendar / Appointments, Addresses - Zoomin
- 08/06/2006 Goods Receipt Entry, Emailing Reports and Forms, Customer Discounts, Stock Valuation Report, Utilities - Types - Inventory
- 19/05/2006 Payments - Bank Reconciliation, GL Journal Entry, 5 Cent Rounding, Customer/Supplier Lookup, Your Internet Connection!, Customer Credits
- 03/05/2006 Goods Receipts, Purchasing Backordered Goods, Customer Listing, Stock Adjustments - Labels, Customer Sticky Labels - Mail Merge, Product Maintenance - Misc
- 15/03/2006 Customer Status, Customer Receipts Summary Report, Supplier Payments Summary Report, Dispatching Orders, Order Logs, Product Maintenance, Users - Minimum Sales GP%
- 03/03/2006 Dishonoured Cheques, Customer Enquiry - Sales History, Purchase Order Entry, Balance Sheet, Stock Price List
- 08/02/2006 Profit and Loss Report, Maintenance Menu, Customer Frequent Products, Minimum Sales Margin - Minimum Sales GP%, Promotional/Give-away Items, Bank Accounts, Stock Listing, Customer Quotes, Suppliers - Payment Due Dates
- 19/01/2006 Product Maintenance/Enquiry, Product Listing Report, Stock Valuation Report
- 13/12/2005 Sorting Lists on Screen, Trading with other FastBase Companies, Supplier Invoices - Narration, Product Enquiry - Sales History, Purchase Order Entry
- 30/11/2005 Order Entry - Drag and Drop, Forward Orders Report, Stock Adjustments, Customer Order Numbers, Screen Reports
- 15/11/2005 Cash Movements Report, Customer Listing Report, Purchase Orders - Authorisation, Supplier Invoice Entry - Take 2
- 27/10/2005 Purchase Orders, Supplier Invoice Entry, Freight on Stock Transfers, Part Enquiry - Alternate Parts, Product Selections
- 10/10/2005 Stock Adjustments, Supplier Payments, Part Enquiry - Photos
- 12/09/2005 Quotes, Order Entry, Product Enquiry, Customers/Suppliers, FastBase - Screenshots, Ecommerce: Web Users
- 23/08/2005 Order Entry, Supplier Invoices, Customer Enquiry - Frequent Products, Emailing Documents, FastBase Startup, FastBase Installation
- 15/08/2005 Emailing Invoices/Statements etc. from FastBase, Printing / Emailing, Product Maintenance - Weight, Order Entry - Cash Customers
- 04/08/2005 Deleting Accounts, Quote Status Report, Quote Summary Report, Bank Deposit Supplement, Printing Invoices for Selected Customers, Stock Price List - for Customers, Emailing Invoices/Statements etc.
- 18/07/2005 Customer Listing, Backup, Customer Credits, Product Enquiry
- 28/06/2005 Product Availability Report, Supplier Invoices (Tax)
- 13/06/2005 Invoicing Orders, Transaction Maintenance
- 08/06/2005 Cash Payments and Receipts, Supplier Invoices - Payments, Supplier Invoices/Credits
- 10/05/2005 Miscellaneous Menu, Narrations, Stock Writedowns, Customer Enquiry, Stock Price List
- 29/04/2005 FastBase - New Address, Date Entry
- 24/03/2005 Stock Enquiry, Customer Freight Charges, Balance Sheet Report, Calendar & Calculator
- 02/03/2005 GL Enquiries, Emailing Reports, Stock Transfers, Stock Taking
- 22/02/2005 Product Enquiry, Line Notes, Backup - Verification
- 07/02/2005 Stock Adjustments, Inwards Goods Report, Estimated Prices
- 22/11/2004 Transaction Entry - Duplicate Products, Item Quantities, Web Sites
- 15/11/2004 New Sales Report, Keyword Search, Stock Valuation Report
- 08/11/2004 Stationery Layouts (Forms), Customer Receipts
- 04/11/2004 General Ledger, FastBase Functionality
- 27/10/2004 Backup
- 11/10/2004 Emailing Reports, Stock Taking, Stock Transfers, Email - SPAM
- 10/09/2004 Transaction Enquiry, Goods Receipts/Credits, Invoicing Goods Receipts, Serial Numbers, Credit Notes, Mouse Wheel
- 06/09/2004 Calendar and Calculator, Barcode Printing/Scanning, OpenOffice
- 25/08/2004 Stock Adjustments, Security, Bank Reconciliation, FastBase
- 10/08/2004 Customer Aged Trial Balance, Period End, Goods Receipts, Stock Transfers
- 26/07/2004 Notes and Alerts, Notes and Alerts - More Changes, GL Journal Batches, Customer Discounts, Product Maintenance
- 14/07/2004 Notes & Alerts, Printing Reports from Screen, Saving Report Selections, Printing Statements, Bank Reconciliation, Customer Sales Analysis Report
- 28/06/2004 Period End, Goods Receipts/Credits, Batch Printing, Screen Reports
- 02/06/2004 Stock Price List, Customer - Credit Control, Invoice Maintenance, Customer Receipts, Customer Enquiry - Transactions, Users - Preferences, Miscellaneous
- 27/05/2004 Finding Transactions, Notes & Alerts
- 18/05/2004 Standing Transactions, Supplier Purchase History, Backorder Email Notifications, Zip Drive??
- 06/05/2004 Stock Sales Analysis Report, Notes and Alerts, Order Entry
- 19/04/2004 Newsletters, Stock Valuation - Aging, Other Changes
- 07/04/2004 Customer Parent Companies, Notes and Alerts (sales messages)
- 18/03/2004 Order Entry, Date Entry, Free Advertising
- 05/03/2004 Entering New Parts, Stock Sales Analysis Report, Date Entry, Account Maintenance
- 27/02/2004 Sales Orders, GL Accounts, Inwards Goods Report, Finding Invoices
- 19/02/2004 Stock Enquiry, Suggested Order Generation, Purchase Orders, Selecting Suppliers, Orders - Notes
- 05/02/2004 Saved Reports, Part Enquiry - Orders
- 27/01/2004 Transaction Entry, Miscellaneous, Reporting - New Feature
- 06/01/2004 Order Enquiry, Customer Receipt Entry, Goods Credits, GL Trial Balance