2007 Release Notes

The following changes were made to the 2007 Version of Executive. Other modifications may have been made since the release, see [Updates#2007 Version|Updates].

Main Executive Program

Account Payment

• When you are paying off an account payment it now differentiates between a charged sale (a sale put on account) with the letter C and a layaway account with the symbol *.

Customer

• When you are finding a customer you may now use any phone number (home, business and cell phone number) to search for that particular customer, it is all in one generic phone number field.
• Under the miscellaneous tab there is an outstanding button that shows any layaways, credits, deposits, job bags, special orders and gift certificates and cards outstanding for that particular customer.
• Show Spouse's name in "Referred by" list
• Under the job bag bullet in customer screen it now gives codes for the type of job bag it is.
• In the referred by drop down box it now also shows the spouse's name.
• Under the addresses bullet it now combines the customers shipping, working, billing addresses.

Deposit/Credit

• Be able to start to enter a deposit/credit by hitting Alt +D/ Alt+C key

Functions

• When finding a transfer you can now search for the transfer, by transfer number.
• In the inventory reconcile notes field you may now type up to 256 characters.
• There is now a "show/hide inactive" button in the product markdown function. The new button allows users to show or hide old markdowns.

Gift Certificate/Card

• You now have the ability to choose the receipt to options to spouse, customer or both in the gift certificate and card sections.

Inventory

• You can now set a standard maximum discount for each supplier. To do this go to the supplier and type in the maximum discount and it will automatically update all inventory SKU's from that supplier to the current maximum discount.
• When you sell a SKU with a related item it pops up a box that says, " This product has related items. Do you want to view them?" If you click yes it will bring up a list of the related items and it gives you the description along with the on hand levels and a camera to view the picture. If you select the SKU and hit the forward arrow it will bring you into the items inventory page, if you do not want to view this page simply hit the backward arrow.
• In the inventory screen when you hit the printer to print the tag it gives the option to either "Add to tag list" or to "Print now". If you hit print now it will print the tag immediately if you click the "add to tag list" button it will add this tag to the current list that you are building.
• If you do not want to use your mouse while entering inventory you can tab through everything. To select a gender for the jewellery use the arrow keys on the keyboard. To select inventory item etc, use the space bar to check the appropriate boxes.

Job Bag

• On the job bag screen it now shows all the phone numbers for the customer, including work, home and cell numbers.
• The item description now prints on the service printout.
• When finding a job bag you may now search for a job bag by the SKU number of the inventory used within the job bag.
• The information under condition tab won't be printed out on the service receipts and printout unless something is typed in.

Layaway

• On the layaway screen the notes field now allows 256 characters.

Purchase Order

• When receiving a purchase order that is clicked consignment it now automatically clicks all the SKU's on that purchase order to be consignment. This saves the time of manually doing it in each SKU.
• The purchase orders total fonts are much easier to read and larger.
• When entering a purchase order the full suppliers name now shows.

Sales

• In the second screen of a sale you may now enter a sales associated initials more than once. This is for commission-based sales and to credit someone for doing small things to aid in the sale. For example if one associate sold the piece and another simply wrapped it you want to give that wrapped credit for being helpful therefore put 1st and 2nd employee as the seller and the rd employee as the wrapper. You can design and use this however you would like in your business, or you can choose to not use it at all!
• On the sales screen the notes field now allows 256 characters.

Special Order

• When finding a special order you can now search by SKU number.
• When entering a special order you can now enter a deposit directly in this screen.
• The home, work, and cell phone numbers now show up and print on the Special Order screen.

Supplier

• A max discount field is added within supplier screen. If the max discount is set up for a certain supplier, it will apply for all the inventories for this supplier.

Tags

• When you select rattail tags it now gives a total amount of SKU's selected.

Executive Reports

Report - Customer

• You are now able to filter customers by source description in the customer report section.

Report - Deposit / Credit

• Note field now shows on the deposit/credit report

Report - GMROI

• Users are now able to run GMROI report by employee.

Report - Inventory

• The default setting for "in stock" criteria is set to YES

Report - PO Received

• There's a new "Show Returns Only" check box in the PO Received report. If the check box is checked, only the returned purchase orders will show up.

Report - Reorder

• Min and max columns are added in the reorder report, so users know the min and max amount it should be in stock for each item.
• #4 Reorder report by item with serial # has been changed to be sorted by style number and by serial number. This will be easier for reordering the watches with serial numbers.

Report - Sales

• "Repeatable" is added as the criterion in the sales report.
• There is a new max discount report under employee tab to show users the maximum discount of sold items by employees.

Report - Service

• "Sold from to" is added as a report criterion in the service report. With this criterion, users are able to run the service and inventory used report for a certain service sold time period.