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2014, 1st of December CAPITAL V8, Release 8.6, Available Now!

CAPITAL Office Business Software is pleased to announce that CAPITAL V8,

Release 8.6 is available for general download for users with service cover.

A white paper on the new features in the 8.6 release can be downloaded here.

Highlights of CAPITAL V8 Release 8.6 include:

When a head office account is placed on hold sub accounts may now be optionally placed

automatically on hold and any pending back orders related to that account placed on hold.

When a head office account is taken off hold the hold status of related sub accounts may be

optionally lifted and any related back orders may have their hold status lifted.

Changing the Expected date of a shipment costing or purchase orders assigned to shipment

costings will now automatically update the expected dates of purchase orders and the next

expected delivery dates of stock items, when applicable.

Requires CAPITAL Enterprise or Corporate Edition.

Various usability improvements have been made to Pay Multiple Suppliers. Specifying an upper

maximum value to pay is now optional.

The No Product Sales Report is a new template based sales analysis report (presentation may be

customized using Visual Builder) that will generate a list of customers and a combination of

product code, or product group or supplier group, who have NOT purchased from you within a

specified time period.

Requires CAPITAL Enterprise Edition.

The Back Order By Customer report is now sub sortable by order date, customer required date,

order forward date or date in which the order was allocated stock.

Assembly Manager Materials entry now supports sorting of the materials list by product code,

description, date of entry or reference.

Requires CAPITAL Enterprise Edition.

Assembly Manager Status selection now optionally displays only open Assembly Tasks.

Requires CAPITAL Corporate Edition.

A new column called No. is available for invoices, credit/adjustment notes, purchase orders,

quotations, sales orders, stock returns, stock receipts, requisitions and return authorities. Item

numbers are now automatically assigned to transaction line items that contain product codes,

although they may be manually assigned to comment lines as well. Line numbers may be edited

to include a decimal portion for grouping purposes, such as 5.1, 5.2., if desired. Line numbering

is also automatically managed by the system, so line numbers remains consistent and are

updated automatically when line items are inserted between existing line items or when line

items are deleted. Line item numbering is also carried through from sales orders through the

Back Order Control Centre, onto invoices, for non-consolidated back order releases. Item line

numbering can of course also be printed on forms such as sales orders, quotations and invoices.

Requires CAPITAL Enterprise or Corporate Edition.

Enhanced security modes are now available. Password strength may now be specified under

Security Customizations. Users may now be optionally required to enter their user name in

addition to their password, and passwords may be set to meet minimum strength requirements.

The system may now also, after a period of inactivity, automatically log users out of the system.

They must then re-enter their user name and password to continue.

Reorder Plans is a new feature that provides a more structured approach towards managing the

inventory procurement process. Plans assist in letting you review your stock replenishment

requirements, calculate your estimated stock purchase values, and review your product sales

and purchasing activity for individual items, as well as their current holding levels, both in list and

graphical form.

Requires CAPITAL Corporate Edition.

It is now possible to have the system automatically include a surcharge amount on certain

payment methods such as credit cards for customer transactions.

Customer Contract Pricing (referred to as Stock Item Pricing in previous releases) now supports

the ability to import contract pricing from external data sources, such as spreadsheets.

The Create EFT Payments utility has been enhanced with a new transaction preview window. The

preview allows users to view payments that will be included in the resulting ABA file and

selectively exclude payments before the final file is created.

It is now possible to export the Calculate Order Statistics window results found in the Back Order

Control Centre.

The transaction audit trail history of each transaction in the system is now shown on the

transaction's Info tab. Users can now view when a transaction was edited and by whom without

having to run a separate report.

The Global Stock Delete function has been enhanced with improved user interactivity. Stock

items to be deleted are now optionally presented as a list of candidates. An option is then

provided to deselect items you may wish to keep before their removal.

Stocktake interface presentation has been upgraded. A new Update column permits stocktake

quantities to be entered accumulatively. This makes it easier for several users to work on the

same stocktake simultaneously or where the same item is found in many different shelves or

bins.

Account Sales History will open a window displaying product sales related to the selected

account. You may view this window from the invoicing, sales orders or quotations areas, by

clicking on the History button. The window supports stock tagging so you may select items for

pasting into the transaction from this window.

Requires CAPITAL Corporate Edition.

Price Catalog is a new stock related pricing feature that allows users to better manage product

catalog pricing.

Requires CAPITAL Corporate Edition.

Catalog Wizard has been enhanced to support the new Price Catalog feature. Catalog documents

may now be produced from existing Price Catalogs as well as directly from your stock database.

Requires CAPITAL Corporate Edition.

The Corporate Edition Record Locking Scheme has been enhanced to provide additional

information on which computers or network sessions are holding locks open. Information is now

available not just on the current lock but on all locks for all users pertaining to a particular table.

For example, if an operator wishes to perform a global stock update of some type, the system

can now present that operator with a list of all users who may be preventing that process from

proceeding. The system now also reports additional lock information such as the user Window's

log-in and the application that triggered the lock event.

Live grid searching has been optimised to reduce network load and improve response times in

LAN based networks.

Documents Library has been enhanced in several ways: It is now possible to associate an icon

image with a document link, re-organise the document tree using drag and drop, or via the

keyboard, and group documents by document type. A standard document type list comes

supplied, such as audio, video, Word Doc, Excel spreadsheet, and so on. But the list may be

edited and your own types added. Numerous other improvements have also been made. For a

full list consult the Documents Library Concepts and Reference pages.

Requires CAPITAL Sales Force Manager.

It is now possible to access transaction notes from Customer Transaction summary entries and

assign notes to customer payments.

Motor Vehicle Car Log has been added as a feature to Asset Manager.

Requires CAPITAL Asset Manager.

New Report: Register Sales Activity

Requires TouchPOS Point Of Sale.

It is now possible to create and assign transaction based HTML templates to each type of system

transaction. For example, a HTML frame may be designed for presenting invoices, another for

quotations, a third for customer statements, and so on. This feature significantly improves the

overall presentation potential of transactions that are emailed directly through CAPITAL. Also, if a

transaction specific template does not exist, the system will now use the default system template

when emailing transactions.

Requires Electronic Document Exchange.

When invoices and sales orders are first saved, the time of their creation is now recorded. The

time can be inspected on the Info tab of the transaction.

It is now possible to tag all the components of a stock kit and copy tagged components into

other stock kits or into transactions. It now also possible to selectively tag stock items found in

stock control, or stock items listed on transactions, and paste them into kits. This feature makes

it easier to quickly create new kits or change the components of existing stock kits.

The Whiteboard display may now include an optional additional column on the left, listing all

jobs that are pending scheduling.

Requires CAPITAL Service Scheduler.

The Whiteboard display now has a Rolling Start feature. Days earlier than the current day are not

presented on the calendar and the Whiteboard always presents the schedule for the week

ahead.

Requires CAPITAL Service Scheduler.

NEW! EDITION

CAPITAL Office Business Software is pleased to announce that CAPITAL V8, Release 8.5 is available

for general download for users with service cover.

A white paper on the new features in the 8.5 release can be downloaded here.

Highlights of CAPITAL V8 Release 8.5 include:

Grab Case capability added to Return Authorities. Case related information may be loaded directly

into Return Authorities without re-keying of information.

Requires CAPITAL Sales Force Manager

Send SMS feature added to Case Manager.

Requires CAPITAL Sales Force Manager

Marketing Campaigns permits users to track budgets, expenses and revenue generated by

executing promotional activities.

Requires CAPITAL Sales Force Manager

Merge Contacts will combine the activity history of two contacts into a single contact.

Requires CAPITAL Sales Force Manager

Customer and Supplier accounts can be set to automatically prompt to transfer their record details

into Contact Manager when new records are added to the system.

Requires CAPITAL Sales Force Manager

Stocktake Scan is a new feature of stocktaking that allows you to enter counts directly using a plug-

on barcode scanner. This is convenient when you wish to count using mobile devices such as tablet

PC's.

A new Tutorials menu selection on the help menu consolidates the various white papers and

introductory tutorial materials found on the CAPITAL Business Software website, in one easy to

access location. Tutorials are automatically downloaded onto your local system for future access.

Contact Manager has a new standard query for maintaining contact records and finding and

removing redundant contact records.

Requires CAPITAL Sales Force Manager

Service Manager jobs that appear on the Service Manager Scheduler may now be filtered by job

category.

Different holiday periods by state may now be specified when entering holiday periods used by the

Service Manager Scheduler.

Service Manager Job Templates are predefined Service Manager job cards that do not appear on

the standard job list. Templates are useful when you have similar types of jobs and wish to define a

standard job that can be easily copied into an actual job. For example, a template can be created for

an engine recondition, general service, etc., including all job details, parts/materials, expected

labour, job stages and so on. Templates differ from quotes in that quotes are created for specific

customers or prospects. Templates can be used more generically.

Service Manager Stage Templates are predefined stage lists that can be easily copied into job cards.

Stages already entered on job cards may be loaded into Stage Templates.

Existing Service Manager timesheet entries may now be selectively copied or moved to other jobs or

other sections of the same job. To copy or move timesheets, open the timesheet list and tag the

entries you wish to duplicate and then press either Copy or Move.

Existing Service Manager parts/stock entries may now be selectively copied or moved to other jobs

or other sections of the same job. To copy or move parts, open the parts list and tag the entries you

wish to duplicate and then press either Copy or Move.

Service Manager timesheets may now optionally contain text describing the labour task performed.

The description has no practical size limit. These are transferred onto the service invoice.

When copying job cards it is now possible to also copy timesheet entries, general notes and

document links. Stage Templates may also be copied into a new job card at this point.

Within Service Manager it is now possible to bill by stage range and group billable items by stage.

Stage names and stage descriptions may be included on the produced invoice.

Service Manager Stages may now contain unlimited descriptive text describing the stage and notes

relating to the stage. Stages can also be easily copied via a new copy feature.

Whiteboard is a new feature intended for displaying a job schedule calendar of activities on a large

LCD panel or equivalent in a work area.

The colour of the status bar may be specified by individual company, which can visually assist users

in remembering which company they have open.

Various stability and quality improvements.

70 help topics have been added or updated to reflect new features.

2014, 20th of February CAPITAL V8, Release 8.5, Available Now!
TOP TIP TOP TIP From within your software select Help|Check For Updates to confirm if a software upgrade is available to you. From within your software select Help|Check For Updates to confirm if a software upgrade is available to you.