ALERE v4.1 NEW FEATURES

• Typed in search items are remembered and can be retrieved from a pull down window!
• A feature called Persistence, keeps the browser displayed on the screen while you drag and drop the records that you would like to see!
• Right clicking on an item in the browser gives you access to all related information on that item no matter where it is located in ALERE!
• Advanced searches using any combination of multiple criteria! Including searching within strings of text!
• Column order, initial search field, number of lines in the grid, columns widths, and more can all be customized by each user without any coding!
• Click on any grid column to sort it in ascending or descending order!
• Drag column positions and sizes and then save them by user!

Universal Browser - Now, from one screen, you have easy access to any designated browser in ALERE! Enter or select a key word or text string to filter the list of browsers! For example, type in “inventory” and a list of every browser that has inventory information is displayed!

Geographic Hot Spots - Pinpoint your company’s critical sales Hot Spots with the new Location of Sales report! This amazing report will rank geographic areas based on their sales volume! Set the size of the area by entering a radius and the range of dates to use for sales and it does the rest! The city and state of each area center are identified along with it’s rank and total sales! Enter any zip code and a radius and see the sales volume for that area! This report can change the way you manage your business!

Inventory Drill Down - Drill down on inventory allocations and on order quantities to see a listing of the documents that make up the quantities. Manufacturing supply and demand is included when you are linked to WorkShop. Drill down further to view the actual documents!

Hard Credit Hold - Orders will not be shipped for customers that have been placed on credit hold unless permission is given. Password protection can be set to help control who can give permission to proceed with shipping!

Easy Budgeting - Here is a straightforward way of doing budgeting! Enter the yearly budgeting information for the revenue and expense accounts right on the chart of accounts! ALERE looks up the number of periods being used and calculates the amounts per period automatically!

Advanced Budgeting - Now you can utilize the power of Excel to create complex budgets! Generate budgets based on actual financial information! Save and use multiple variations of budgets to track your company’s performance! A Budget Summary report and an Account Budget Comparison report make it easy to drill down to the data for which you are looking!

Generate Recurring PO’s - Quickly generate groups of payables or purchase orders! This feature makes short work of repetitive payables like rent and insurance payments! It permits you to optionally use the current date as the invoice number for non-invoice payables! You can even create Pending or Accepted purchase orders!

Electronic Filing - Supplier 1099 forms can be filed electronically! Interest and miscellaneous form types are supported. Any of your company locations can individually submit the form. You can even set the threshold dollar amount to use! Four different file types can be used: original; correction; replacement; and test.

Supplier Order Numbers Option - Now you can see the supplier’s order numbers on the AP/Cash Payments screen! Just select the new Show Supplier Order Numbers option and the Invoice number column is replaced with the supplier order numbers!

Future Inventory Activity - Here is a brand new function that allows you to look into the future and view inventory activity! See where sales orders are placing demand on items in inventory! See the open purchase and manufacturing work orders that are restocking it! Double click on the activity to drill down to the actual sales or purchase order, inventory item or location! This one feature will save hours of searching for critical information!

Single Check Printing - Print a check directly from the AP/Cash Payments screen with just a company ID and an amount! Skip going through the approve payables process! Instantly post to the appropriate general ledger account!

Company Locator - Quickly locate all companies within a given radius of a zip code! See only customers or suppliers or both! Include all their locations or just their main location! Drill down to see the details of any company listed! This is a great tool to use to find the nearest store or distributor to a customer!

Payables Screen Payments - Make a payment for an open payable directly from the Accounts Payable screen with the new Payments button! Skip going through the approve payables process! The Payments button brings up the AP/Cash Payments screen with all the information filled in! Just print the check!

Copy Item Settings - Save time when entering new inventory items by copying the settings from another item! The Load button on the Item Definition screen makes it quick and easy to maintain consistent settings and to avoid entry mistakes!

COA Forward/Backward - Forward/backward buttons on the Chart of Accounts allow you to easily move between accounts at whatever segment level you choose to edit!

Print Buttons - Now you can easily get a copy of information or the document on many screens simply by pressing a Print button! These buttons have been added to the

• Inventory screen Item and Activity tabs
• Customer screen Activity tab
• Supplier screen Activity tab
• Sales Entry screen
• Key Changes screen

ZIP Code Support - Entering a zip code will automatically fill in the city and state information for a company on customer and supplier screens!

Ignore Location Override - The Ignore Location Override option on the Inventory Shipping screen speeds up shipping by allowing you to skip selecting locations for non-lot/serial items when the Ask button is checked!

PO Sales Tax - Sales tax, for items on a purchase order that are taxable, will automatically be calculated and included when the PO is released as a payable!

F5 Equals Refresh - The F5 special function key is now a keyboard shortcut for the Refresh button on screens!

Report Enhancements - A number of new options and report capabilities have been added to ALERE. They are

• Sales Analysis - A new Based On option allows you to evaluate sales data based on shipments, orders, or invoices.
• Invoice Register - A new option called Zero Dollar Totals means that you can choose to exclude from the report any invoices that have no value.
• Orders (Sales), Orders (Purchase), Transfer Order - A status option of Active has been added to all three reports.
• Orders (Purchase) - A Drop Ship Form has been added as a Report Type.
• Unrecognized Payables - A date range option has been added.
• Custom GL Accounts - Account descriptions can be included or excluded.
• General Ledger Journal - An option to choose to see journal entries from a specific module.
• Prepayments Journal - You can choose to include or exclude accounts that have zero balances.
• Bank Reconciliation - Options allow you to choose transaction types (All, Deposit, Withdrawal) and transaction status (All, Open, Cleared).
• Sales Tax Listing - A subtotal column has been added that shows the nontaxable and taxable amount.
• 1099 Summary - An option allows the detail that makes up the 1099 amount to be printed.
• Customer and Sales - Reports accept partial customer ID’s.
• Customers - Detail and summary options have been added to the report.

New Passwords - A number of new password types were added. They are

Simple Search

Advanced Search

Browser Persistence

Browser Right Click

Drag and Drop

Browser Preferences

Data Browser

Budgeting

Proximity Locations

Geographic Hot Spots

Future Activity

AP Payments Button

Single Print Check

Electronic Filing

COA Forward/Backward