Fetch - Introducing a totally new way of getting to information in ALERE!

No matter what you are trying to find - a customer purchase order, the phone number for a contact, a check number, or a red bicycle - Fetch will do the job quickly and easily!

Fetch is always at the ready! All you have to do is enter what you want to find and click on a link. As you type, a drop down window displays similar fetches that can be selected. Your information is retrieved as soon as a link is chosen.

Here are a couple of examples of how Fetch can work for you:

1)   A customer calls with his PO number and wants to find out what has shipped so far on his order.

      Enter his PO in Fetch and click on the “Order by Customer PO” link. His sales order is quickly found and displayed. The Status tab will provide a summary of the items shipped.

2)   Your boss wants to see how an $11,000 check that was just received was distributed against the customer’s open invoices.

      Enter the check number and select the “Payment by Check/Ref” link. The AR/Cash Receipts screen giving you that information is displayed.

It is that easy! Also notice that you did not have to exit the work you were doing or even open another module or screen!

Fetch is waiting to play; retrieving information has never been easier!

Email & Web Links - Company screens now have email and web hyperlinks to make it easy to send a message or visit a company’s web site!

Chart of Accounts - Now you can import or export a Chart of Accounts from or to an Excel spreadsheet or even append it to an existing COA!

Miscellaneous Supplier - A miscellaneous supplier can now be created and used throughout the product. The company multiple locations feature can be used to classify miscellaneous purchases. For example, locations could be set up to gather data on different types of expenses.

Available to Promise - Knowing how many of an item in inventory can be reserved for a customer order is called “Available to Promise”. The inventory Item and Location tabs now have dedicated fields that constantly calculate that number and display it.

QuickBooks - Need to convert a QuickBooks company into ALERE? Then use a built in converter that will create a new ALERE company and transfer the static data, like customer and supplier data, inventory information, etc., to get you started.

New Companies - Besides allowing you to convert QuickBooks companies into ALERE, the process of adding new companies includes options to import Charts of Accounts (from other companies or from a spreadsheet), fiscal period data, global codes definitions, payment terms, etc. In short, the preparation work that needs to be done before starting to use a new company can now be pre-loaded and modified to reduce implementation time to a minimum.

Company Defaults - A number of items have been added to the Company Defaults screen.

• The capabilities of the Language option have been broadened and changed to Global Lingo and Local Lingo. In general, Global Lingo permits changes to be implemented to all users and Local Lingo pertains to individual users.

• There is a field to define an ID for a miscellaneous supplier.

• There is an option to set the key combination for the use of web and email links.

• There is an option to choose to use the current date as the default AP posting date. 

Inactive GL Accounts - The Default GL Accounts and Custom GL Accounts screens highlight inactive accounts in red to draw your attention to them.

Recurring GL Entries - Journal entries that occur on a regular basis can be set up once and released as required. The GL entries can have a fixed value, a manual value which requires an entry be made, or a variable value that will make a distribution based on predefined ratios. A handy Due button quickly sorts the list to show only those entries that have come due.

1099 Info - A Company Type combo box has been added to the Companies screen Company Location tab to allow companies to be classified for 1099 purposes. The year-to-date 1099 total has been added to the Remit To tab.

Companies - An Inquiry tab for the companies screen improves navigation by using Treevision to provide a graphical overview of all the companies with which you do business. Companies are arranged in folders, in alphabetical order, with the number of companies contained in each folder displayed. Using Treevision you can drill down to find each company, its locations and business details.

Buttons have been added to the screen that allow you to easily move forward and backward by company or by locations within a company. Color codes visually identify the kind of business you do with a company, for example, green for locations that you invoice and red for locations where you send payments.

AR/Cash Receipts - Finance charge invoices and sales tax credit memos are now identified as such on the AR/Cash Receipts screen. In addition, a new check box allows customer PO numbers to be displayed in place of the invoice number on the grid.

Trial Balances - New account balance features have been added to the Trial Balances report, one of which is the option to produce a worksheet version of the report.

LIFO/FIFO - Orders may be voided in LIFO/FIFO systems provided that the tier costs match.

Hyperlinks - Quickly drill down to see recurring sales orders listed on the Generate Recurring Orders screen by simply double clicking on the order number.

Blanket Purchase Orders - The ability to create blanket purchase orders has been added to the list of order types supported by ALERE. Blanket purchase orders usually take the form of a long-term commitment to a supplier for material against which short-term releases will be generated to satisfy requirements.

Blanket orders can make releases to either a purchase order or directly to a payable!

Easy Movement - Move between address, information and order sections on all sales  and purchase order documents by using the Shift + Enter keys!

Reordering Line Numbers - Line numbers on sales and purchase orders may be reordered on the Line Items tab of the orders. Clicking the Reorder button highlights the line column in yellow. Just click a line number and use the up and down arrow keys to move it to a different position. The line number is automatically updated as it is moved.

You can also just type in the line number you want it to be and select the Save button to change it.

Finance Charges - The Finance Charges screen has been redesigned. Finance charge invoices are now combined into one invoice when they are from the same customer. In addition, you can now specify the posting date of finance charges and filter the list of charges by customer location.

Notes Transfer - Notes related to sales order configuration now transfer into WorkShop in order to give manufacturing a more complete view of customer requirements.

Supplier List Report - A new Supplier List report has been added to Purchases. It provides information on current balances, terms and credit status. The report can also be ordered by open balances, on order amounts and year-to-date purchases.

Sales Quotes - Drop ship items can now be entered on sales quotes and released to sales orders.

Sales Orders - The summary box located on the bottom of the various sales order screens will change to show sub total information if there are no whole order discounts on the order.

Supplier Item Order - Purchase order items being selected from multiple PO’s to create a payable may be optionally ordered by supplier item number.

Supplier Distribution - Purchase orders will now use the default distribution ID set up on the Supplier Settings tab to control which GL accounts are hit even if the AP is being created from a PO.

Billing Info - Billing information is displayed in a message box when you enter the Company ID or Location fields on the Setting tab of the Customers screen.

Cash Flow Report - See the cash inflows and outflows of your company over a period of time with the new Statement of Cash Flow report. This key financial report summarizes the effects on cash of the operating, investing, and financing activities of your company.

COA - The Cash Flow Activity option has been added on the Chart of Accounts in order to support the new Statement of Cash Flow report.

Sales Tax Credit Memo - Sales tax credit memos can be created to offset specific lines on sales invoices that should not have had sales tax applied.

Reverse Shipping - Sales orders and return orders can now have the shipping reversed on a line-by-line basis from the Status tab of the Orders screen.

Reverse Receipts - Purchase orders and return orders can now have the receipts reversed on a line-by-line basis from the Status tab of the Orders screen.

Login Options - The ability to sort the columns by clicking on the column title has been added to the Login Options screen.

Report Improvements - Here are a couple of new features for reports.

• The report option combo boxes now use proper upper and lower case text rather than all upper case.

• The Item by Supplier report in Inventory provides an option to show either purchase or stocking units of measure.

• The Prepayments Journal report in Sales now has a Location ID option.

• The Transaction report for customers in Sales now has an option to display voided transactions.

• The Open Orders report for purchases in Purchases now has an option to include pending orders.

• The Form 1099 report in Purchases now has an option to output to a preprinted form or plain paper.

• Supplier phone and fax numbers and your customer number have all been added to the Orders (Purchase) report.

• The company ID has been added to the Unrecognized Payables report.

• The Cash Receipts report can now be filtered by payment method.

• The Customer List report can now be filtered by their active status.

• The Open Orders (Sales) report now has options to control the inclusion of drop ship and pending orders. In addition, the Sales Rep option can now handle partial entries to support printing by groups.

• The Inventory Issues and Receipt report now has an option to show only items with changes.

Calculator - A calculator has been written to replace the numeric input pad. Besides all the normal calculator functions you would expect, it includes multiple memory locations and drag and drop. The calculator may also be selected from the main menu bar for when you simply need to do a calculation.

Button Improvements - Here are a couple of new button features.

• The Accept button now uses F6 as a hot key.

• A Print button has been added to the GL Journal Entry screen.

New Utility - A TierFix utility has been added to the installation CD to mark depleted LIFO/FIFO tiers for deletion.

User Rights - Several new user rights have been added.

• GMRC - Controls access to the new Recurring Journal Entries screen.

• GRCF - Controls access to the new Statement of Cash Flow report.

• PFBP - Controls the ability to create a Blanket Purchase Order.

• PFRE - Controls the ability to reopen orders in Purchases.

• PRVL - Controls access to the new Supplier List report.

• SFRE - Controls the ability to reopen orders in Sales.

• SFRI - Controls the ability to release AR Invoices from the Sales Orders Status tab

Fetch

QuickBooks Conversion

Company Inquiry Tab

Reorder Line Numbers

Reverse Shipping

Sales Tax Credit Memo

Finance Charges

Blanket PO's

Statement of Cash Flow

Supplier Report

Calculator