Enhancements in Previous Genesis Advantage Updates

New in Version 6.0   

• Manager's Dashboard - Amazing! Keep your finger on the pulse of your business!

• Date Sensitive Sale Pricing - Easier pricing for sales and promotions!

• Individual Item Commission Rates - Specify different rates for single items!

• Real Time Bank Balance During Check Creation - Know how much to spend.

• New Price Tag Printing Options - Be even more creative!

Inventory Control System

·         Improved Bar Code Reconciliation - Faster and Easier

·         E-Mail Daily Sales Report At End of Day Close To Any E-Mail Address

·         Easy Barcode Receiving of Serial Number Items With Mini-Scanners

·         Six New Misc. Text Fields For More Flexible Price Tag Printing

·         Improved Support for Dymo Label Printers

·         Bolder Font on Printed Purchase Orders for Better Faxing

·         Print Footers With Your Custom Text on Purchase Orders

·         Print Purchase Orders to Fit in Standard Windowed Envelopes

·         Freeze Any Item Master Price to Prevent Automatic Updating

·         Display Profit Margin When Calculating "Out The Door" Prices

·         New Partial Delivery Status on the Mr. Know-It-All Screen

·         New History of E-Mailed Purchase Orders and Follow Up Letters

·         Insert and Delete Lines in Multiple Item Master Creation Window

Accounts Receivable

·         New and Improved Add-On Loan Management

·         Force Aging From the "Age From Date" on a Customer Record

·         Optionally Include/Exclude Down Payment When Aging Accounts

·         Account Numbers Added to Quick Check History Report

·         Redesigned Customer Account Screen - Easier to Read and Use

Accounts Payable and General Ledger

·         Check Numbers in Separate Columns on A/P History Report

·         Columns on Bank Reconciliation Screen are Now Sortable

Other New Enhancements

·         Generate Automatic E-Mail Reminders In Genesis Calendar

·         Genesis Backup Minimizes to the Windows System Tray- No More Missed Backups!

·         Genesis Calendar Minimizes to the Windows System Tray- Easy Access

·         Other Phone and E-Mail Address Added to Customer Service

·         Genesis Automatically Tests Your Network Connections

·         New Screen Background Collection

·         Easier "Right Click" Functions on Genesis Active Reports

·        Genesis Automatically Starts Microsoft Excel After Exporting a Report
 

New In Version 5.0   

Expanded Capacity in Important Areas- Tired of abbreviating? Advantage 5.0 expands several of the most used fields in the system to make Genesis easier to use. Check it out:

·         Item Master Item Number field expanded from 25 to 40 characters.

·         Item Master Description field expanded from 20 to 35 characters.

·         Purchase Orders expanded from 80 to 300 lines.

·         Customer Last Name field expanded from 14 to 30 characters.

·         Available alternate sales tax rates expanded from 30 to 150 rates.

·         Available zip codes for point-of-sale lookups expanded from 30 to 90 zip codes

·         Plus: New "Other Phone" number field for storing cell phone numbers, etc.

Excel Now Starts Automatically  New in 5.0! -Genesis Advantage allows you to easily export any report to a Microsoft Excel spreadsheet. Now Version 5.0 automatically starts Excel and loads your exported spreadsheet. It's faster and easier!

User Defined Fields on Item Masters- Ever wish you had separate fields to store information like color, cover, fabric, or finish? This is your solution! Advantage 5.0 adds 4 user defined fields to your Item Masters. You decide how these fields will be used and what information will be stored in the fields. You provide your own field descriptions and you can optionally include any of your user defined fields on sales invoices, purchase orders, and various reports.
Plus: Use the entries on any Item Wizard in the software to create pull-down lists for each user defined field. It's like having an item wizard for each individual Item Master. Terrific for special orders!

Auto-Select Sales Tax By Zip Code- You can now assign a sales tax rate to a particular zip code so that Genesis automatically inserts the correct sales tax on the ticket. This new option can save you loads of time when the sales tax rate charged to a customer is determined by the customer's address.

System Wide Customer Name Update- A fantastic new feature! Genesis Advantage 5.0 gives you the option to automatically update a customer's name, address, and phone number information in every part of the system with a single mouse click. This one new feature will save you hours of time and help make your business more efficient and professional.

Customize Your Screen Headers- The picture header on the sales invoice and purchase order entry screens can now be customized with any picture you desire! You can use this new option to personalize the appearance of Genesis or to communicate important reminders to your salespeople at the point of sale! Several sample picture files are included with Advantage 5.0.

 Redesigned Report Screens- The report screens in every module have been updated to reflect current software design standards. This new format is easier to read and similar to current Windows design standards for ease of use. Plus: You can now select a different printer for your report right from the reports screen.


Multiple Updates in Accounts Payable

Vendor Record Pop-Up Menu- Right click on an entry in the open invoice list to:

• Duplicate entries from a previous row.

• Use SpeedEntry to rapidly enter an invoice.

• Delete an invoice with a single mouse click. A great time saver!

Create Checks by Location Number- A new location number column appears in the point and click check creation window so you can sort open invoices and easily pay bills by location.

Recently Used Vendor List- Genesis now maintains a list of your most recently used vendors so you can jump to those vendor records with a single mouse click. Another real time saver!

More New Features in 5.0...

Add-On Opportunity Report-  This report lists every customer whose remaining account balance falls below a specified percentage of the customer's original purchase amount. You specify the percentage amount and Genesis finds the customers! An excellent tool for letting you know when a customers are ready to add to their accounts! Print a report, send e-mails, or print form letters for these customers automatically!

Select Customers by Receivable Type- You can now display Installment, Revolving, or all customers when selecting a customer account in the Accounts Receivable module or when entering a payment on account at the point of sale.

Enhanced Customer Quote List- The customer quote list now includes the invoice number for easier reference work.

Support for Dymo Printers- Advantage 5.0 provides support for Dymo 300/400 series label printers when printing price tags. Dymo printers are fast, quiet, and affordable. These printers are available at many electronics retailers nationwide.
 

New in Version 4.0   

Inventory Control System

 WOW!   Import Factory Price Lists-  Advantage 4.0 lets you copy and paste factory price lists directly into Genesis from widely available Microsoft Excel spreadsheets! No more typing in new Item Masters! Just copy and paste! You will save hours and hours of time with this single new feature alone!

New and Improved Sales Invoice Printing - Use the Incredible new flexibility in sales invoice printing to design a variety of new sales invoices. Check out some of the new features:
ü Use different fonts and font sizes for the:

·         Invoice header

·         Invoice body header

·         Invoice body

·         Invoice footer

·         New updated format is similar to previous versions but much more modern and clean in appearance.

·         Choose from any of the fonts installed on your system.

·         Automatic smart scaling of invoices to print on a single page (whenever possible).

·         Revised contract printing that adheres to Federal Truth In Lending guidelines. Easier to read and understand.

·         Use legal size paper (great for contract printing)

·         Contracts automatically print on a continuation page whenever necessary.

New Payment Methods for Point of Sale-  More Flexibility! Specify up to 10 additional methods of payment at the point of sale! Totals are maintained throughout the system for each form of payment for more precise bookkeeping.

Improved “Out The Door” Pricing on Sales Invoices-  You can now select individual items on a sales invoice and sell them for a single out-the-door price. This makes it easy to combine “deals” on a sales invoice with other items. You can apply out-the-door pricing to a single sales invoice as many times as needed so it’s easy to have multiple out-the-door deals on a single invoice!

New Add-On Sale Reminders-  Genesis can now prompt your salespeople to ask the customer for appropriate add-on items while entering a sales invoice. Adding the items to the sale is a simple point and click process. You can even print matching add-on items on price tags to start the process on the sales floor! Assign up to 3 add-on items to any item.

Customer Preview When Receiving Payments on Account Ease confusion when selecting customers with similar names by right clicking on an entry in the customer selection list to view detailed address and phone information.

Powerful New Minimum Order Size Management-  Genesis Advantage 4.0 contains some powerful new features for managing the ordering process for factories with minimum required order amounts! You can specify a minimum order amount for any supplier and then let Genesis help simplify your business:

·          When Entering Sales Invoices Genesis pops-up a warning message for special order items if your total pending orders (including the item on the current sales invoice) are below the factory minimum. Your salesperson will know how close you are to the factory minimum because it is displayed in a convenient percentage figure. Your salesperson can inform the customer about a possible shipping delay up front and prevent customer satisfaction problems later!

·         When Creating Special Order P.O.s Genesis keeps you informed about how close you are to reaching the factory minimum as you highlight items in the special order pending list.

 When Creating Stock P.O.s Genesis updates statistics on your screen as you add each item to the purchase order to let you know how close you are to the factory minimum order.

Convenient Picture Preview on the View Items Screen-  Take advantage of this new feature to display a small preview picture of each item with the list on your screen. It’s a convenient way to identify the items without having to drill-down and lets you know which items have pictures attached without any extra mouse clicks!

Streamline by Printing Sold Tags-  Use this new feature to design and print print sold tags for your merchandise. Select any sales invoice in history and print tags for any of the items on the invoice. The customer name is automatically included on the label portion of the tag for easy reference.

Extended Description and Qts. In Multiple Item Master Creation Window-  We have streamlined the process of creating multiple Item Masters on a single screen form. You can now enter extended description details and stock quantities while creating new item masters without calling up each individual item using the “Change” option and then updating that information. Simply right click on the description column, or scroll over and enter quantities in new columns for stock quantities.

New Automatic Item Master Creation For Returned Items-  Ever tried to return an item after the Item Master has been deleted from the system? You know frustrating that could be. No more! This new feature automatically creates a new Item Master for you if the original was deleted!

Select a Starting Date on the Update Delivery Schedule Screen-  You can now select a starting date on the Update Delivery Schedule Screen so that you can see the delivery calendar for deliveries that have already been completed. This option is not available at the point of sale.

Item Group Cost Change Warnings-  The Item Group Report now alerts you to item cost changes that have occurred since you first created the group. You will know exactly which group prices to update. It’s a simple and efficient way to help maintain healthy profit margins!

Manufacturer List Export-  Send your manufacturer list to an Excel spreadsheet with a single mouse click. Great for reference and research work!

Customer Service

E-Mail Parts and Work Orders-  Send any Parts Order or Work Order to any e-mail address with just a click of your mouse button!

Specify a Delivery Schedule For Service Orders-  You can now assign a service order to a particular delivery schedule instead of just to the default delivery schedule. A must for multiple truck and delivery route operations!

Accounts Payable

New 1099 Statement Printing-  Quickly and easily print 1099-Misc. statements for any vendor in the Accounts Payable system.

New Quick Check History-  A new searchable history of Quick Checks is kept on-line for reference.

Genesis Backup

Easier Automatic Daily Backups-  Genesis Backup now remains active in memory after completing a backup so you don’t have to remember to restart the backup program each day.

New Backup Status Messages-  The program manager screen for Genesis now displays the last time a successful backup was completed and tells you if Genesis Backup is currently loaded in memory and ready to create a backup at your predetermined time.
 

New In Version 3.0   

Inventory Control System

Delivery Schedule Enhancements-  Several enhancements have been made to the delivery scheduling portion of the software:

• Scheduling and looking up deliveries is up to 50% faster than in Advantage 2.0.

·         Selecting a customer invoice for scheduling is easier with a more detailed lookup list.

·         A delivery date can now be changed just by selecting a “Change Delivery Date” option (instead of deleting the delivery and then rescheduling it).

·         Sidemark notes on sales invoices can now be included on the delivery schedule.

·         Genesis now remembers your selected delivery schedule printing options

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Increased Reserved List Capacity The capacity of the reserved list for each item has been expanded from 40 to 100 customers.

New Lay Away Manager This new tool helps you squeeze more profit from your inventory dollar by helping you sell lay away items without actually removing them from inventory. Here’s how: You will begin by setting up the types of lay aways you provide for customers (30, 60 90 days, etc.) You can then sidemark an item as a lay away at the point of sale without removing it from stock. Genesis automatically determines the expected delivery date for the item and places it on a pending Lay Away list. You then simply review the Pending Lay Away List at your convenience. You can order another item for the lay away customer just by clicking on the item. You can also choose to pull the item from stock and reserve it for the customer with a single mouse click at any time. It’s a powerful tool that will assist you in maximizing the profits from your inventory dollars!

New Detail Button on Payment Screen A new “Details” button has been added to the payment screen so that you can quickly look up complete information about a customer’s account while entering a payment. You will have complete access to the customer’s account information including notes, terms, payment history, and sales invoice history.

E-Mail Sales Invoices- You can quickly and easily e-mail a copy of a customer’s sales invoice to any e-mail address.

Easier Printer Selection-  This simple new option will make your life easier! You can now select your default Windows printer from any reports menu in Genesis. You now longer have to find your way to the Windows Control Panel to select a printer in your network!

Insert and Delete Lines on Sales Invoices-  Tired of re-entering items when a customer changes his mind at the point of sale? No more! A convenient pop-up menu lets you insert or delete lines anywhere on a sales invoice for improved efficiency and flexibility.

Easier Changing of Item Masters-  Fast Find is now available as a menu option for changing item masters. You can now use Fast Find’s powerful search features to produce a precise list of the items and then double click on items in the list to change them.

New Foreign Currency Manager- Here is a better way to manage imported items and the currency conversion headaches that come with them. You can now specify a foreign currency unit for an item (e.g. Peso, Euro, etc.) and then update costs for all of the items in that currency with just a couple of mouse clicks. It fast and very efficient!

New Discontinued Option for Item Masters-  Cut down on ordering mistakes with this new time saving option! Select the discontinued check box on an item master and it can no longer be ordered on purchase orders, or special ordered at the point of sale. There’s even a new mass delete option makes it easy to remove discontinued items from the system.

More Flexible Commission Override-  Fantastic flexibility and control over commissions is in your hands with this new option. You can now change who receives commission and how much commission each person is paid when delivering sales invoices.

Integration with Microsoft Streets and Maps-  Ever wanted to visualize your delivery schedule on a map and print driving instructions? Now you can with the power of Microsoft Streets and Maps ($40 retail). A single click now exports your delivery schedule into this powerful program where you can print detailed route maps and driving directions, optimize your delivery route, and analyze delivery costs.

Improved Price Tag Printing From Receiving Batch-  You can now select individual items from a receiving batch list when printing price tags and labels for better control.

New Cross Reference for Special Orders-  The original sales invoice number for a special order item is now appended to the side mark notes on a purchase order when using AutoPO to create purchase orders. This follows right through to the receiving history so you can quickly locate the customer’s original sales invoice without having to look in two places!

Accounts Receivable

Increased History Capacity- The maximum number of history transactions for each customer has been tripled from 500 to 1500 entries.

Increased Total Capacity-  The total capacity for the A/R module has been increased from 28,000 customers to 300,000 customers.

Improved Reporting Speed-  Various A/R reports (e.g. Aging Report, Future Due Report) now print faster.

E-Mail Customer Statements-  You can now send statements to customers via e-mail to save postage and labor costs.

New Point of Sale Warning Option-  You can now select an option that causes your customer notes to be displayed when receiving a payment for the customer at the point of sale. A great way to stay on top of potential problems!


Accounts Payable

New Vendor Account Number Field-  A new field has been added for storing your account number with each vendor. The account number can optionally be printed on the memo line of your checks to help reduce bill paying errors.

Improved Flexibility When Creating Checks-  You can now change any dollar amount in the point and click Bill Minder window (when creating checks). This is great when you decide you just want to pay part of a bill.


General Ledger

Easily Move Entries Between Fiscal Periods-  A new option during the voiding of a check or journal entry gives you the power to automatically recreate that entry in another fiscal period. A real time saver!

Improved Budget Options-  The budget setup screen can now be printed or exported to Microsoft Excel for further analysis.

Combined Reporting-  Title You can now specify any text you desire for the headers on combined financial statements and reports.