observations & suggestions


D

dkoe

I am a 12 year veteran of QB pro and they have not listened in all that time.
I will pass along, in the spirit of beta testing, what I view as needed or
missing.
Hopefully you will listen as like many others I am looking for a viable
alternative. I am continuing reviewing this as long as it will let me so if
I make mention of something that is there it is only because I have missed it
so far.

1:Something QB never understood is the need for pricing levels and
specifically special pricing per item per customer. The other glaring
omission in QB is Assemblies/kits/ Bill of Materials.The company that
realizes that this country has more mom and pop stores than corporations will
benefit. In this world economy no one makes everything in house. There is no
such thing as just 1 stand alone part number. Even the little one man biz
grossing less than 50k a year needs this feature on a daily basis.

Customer versus parts pricing examples. (includes services)
I realize that there is a basic percentage changes available and individual
parts can be done on the invoicing. It just needs to go further.

Example 1: Customer A buys a lot of a specific part # and gets a price break
on that specific item BUT all other parts are at the normal rate.
Example 2: Customer B gets a percentage discount off the normal price on a
specific part OR a set price.
Example 3: Customer C gets a percentage markup over cost either on a
specific part OR a set price
Example 4: Customer D gets a volume discount on a specific item OR a set
price.
There are other variations of this but I hope you get the idea.

Parts example:
Volume pricing on a specific part number can be set.


2: Bill of materials / assemblies/ Kits. You have a start but need to
expand on it.
Will get back to you on this after I try to kill it.

3: Would like to see auto-complete / auto lookup of names or part numbers.
In the lists one currently has to scroll the whole darn thing to find a
customer or a part, etc. Also it needs to recognize part numbers that are a
sub-item. I see the "find" feature and that is good but it's 3 or 4 steps to
the end result. It could be improved to automatically change the "where"
when switching from say, items to customers, etc.

4: Would like to be able to access customer data and transaction history
from the invoice, sales, work order, etc. screens via right click or a button.

Observations and Things I don't see in the current beta but may have missed
to date.
1: No place in customer section for the credit card number, expiry, and card
code. Got to have it.

2: Seems a little slow but hopefully that will improve. Well, maybe a lot
slow in some areas.

3: Windows seem a little big. Perhaps some of the fields can be tightened up.

4: I always liked having the ability to have more than one list window open
at a time. The lists take up the whole screen and is slightly annoying.
Perhaps it is just too much being shown. When looking up a customer I would
assume most of us just want to get to the customers data window so the main
big window is kind of overkill. Same for the other lists. Auto-complete
needed here also.

5: Customized invoices, etc. Place for company logo?

6: Multiple vendor choices in Items in order of preference. 1,2,3

7: POs and probably the other printable forms: The printer button needs to
open up the print dialogue so the fax may be chosen. As it is it defaults to
the printer and prints out automatically.

8: POs. sometimes it is more prudent not to print the expected cost as this
is constantly changing these days. Some sort of customized form is needed.

10: Vendor Bill: Need a field for the invoice number in the upper active
section.

11: Bringing my QB into SBA did not work out all that well. I did not get
any of my past invoices, POs, or check register information. Customers,
vendors and items worked ok.

12: Would like to see emailing an invoice, etc. work with the default email
program but I understand the outlook reasoning. It sure is slow getting word
going and making it's way to outlook however.

That's enough for now.


----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
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click "I Agree" in the message pane.

http://www.microsoft.com/office/community/en-us/default.mspx?mid=7e89f64f-f860-4e34-837f-cb0ed20f0d26&dg=microsoft.public.sba.general
 
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C

Chris Schatte

dkoe,
In reference to your post:
1:Something QB never understood is the need for pricing levels and
specifically special pricing per item per customer. The other glaring
omission in QB is Assemblies/kits/ Bill of Materials.The company that
realizes that this country has more mom and pop stores than corporations will
benefit. In this world economy no one makes everything in house. There is no
such thing as just 1 stand alone part number. Even the little one man biz
grossing less than 50k a year needs this feature on a daily basis.
There are currently solutions for this provided by MS Partners here
http://directory.partners.extranet.microsoft.com/searchresults.aspx?i=1&pname=&spec=0&pid=66&vid=0&country=&SearchType=P
dependent on industry of course. We are working with an ISV for an industry
related need now.
2: Bill of materials / assemblies/ Kits. You have a start but need to
expand on it.
Will get back to you on this after I try to kill it.
Kits are included in SBA now. BOM is available from the current list of
Industry solutions on the SBA page. The current list does not include all
variations by industry, but the more suggestions made in this area by users
and contacting any ISV that is somwhat relevant, the more apt they are to
develop specific solutions.
3: Would like to see auto-complete / auto lookup of names or part numbers.
In the lists one currently has to scroll the whole darn thing to find a
customer or a part, etc. Also it needs to recognize part numbers that are a
sub-item. I see the "find" feature and that is good but it's 3 or 4 steps to
the end result. It could be improved to automatically change the "where"
when switching from say, items to customers, etc.
There are some basic features that should be more enhanced.
4: Would like to be able to access customer data and transaction history
from the invoice, sales, work order, etc. screens via right click or a button.
Personally I do not see the relevance for this. Your Opportunities in BCM
should be used for this to base a Quote on. For regular accounts this
information is readily available to base a quote price for a job.
1: No place in customer section for the credit card number, expiry, and card
code. Got to have it.
Capturing this information would make the company liable if the information
is compromised would it not?
2: Seems a little slow but hopefully that will improve. Well, maybe a lot
slow in some areas.
Currently we are running SBA on an older p3 xp sp2 machine and shared out to
p4 xp sp2 machines on our network. Performance degradation is only seen on
the original db machine. When there is documentation on install to our SBS
2003 server, likely that we will install there then share out. This
information may be posted on the SBA site next week.
3: Windows seem a little big. Perhaps some of the fields can be tightened up.
This is a good point. Windows that are resized have some issues, especially
if opened in BCM.
4: I always liked having the ability to have more than one list window open
at a time. The lists take up the whole screen and is slightly annoying.
Perhaps it is just too much being shown. When looking up a customer I would
assume most of us just want to get to the customers data window so the main
big window is kind of overkill. Same for the other lists. Auto-complete
needed here also.
IOM, this is personal preference on usage. Right click on any list gives
several options. When using an accounting program I always finish all
information related to the specific account before going to the next. The
possibility of mistakes in entries to my books are somewhat mitigated with
this approach.
5: Customized invoices, etc. Place for company logo?
Find this on the Company menu: Manage Word Templates. Modify from there.
6: Multiple vendor choices in Items in order of preference. 1,2,3
Good suggestion. Currently we preface this on inventory items.
7: POs and probably the other printable forms: The printer button needs to
open up the print dialogue so the fax may be chosen. As it is it defaults to
the printer and prints out automatically.
Good suggestion. There should be an option for batch entries to include this.
Print / Fax / Email
8: POs. sometimes it is more prudent not to print the expected cost as this
is constantly changing these days. Some sort of customized form is needed.
We review each PO when recieved for price difference. Accordingly, before
recieving the item(s) any price change should be reflected before recieving
the item to inventory.
10: Vendor Bill: Need a field for the invoice number in the upper active
section.
Good suggestion. As well, a field should be included when creating an
invoice for the customer po #.
11: Bringing my QB into SBA did not work out all that well. I did not get
any of my past invoices, POs, or check register information. Customers,
vendors and items worked ok.
We started our SBA db fresh from master QB records. From what I can see so
far on posts, this was the best approach for us. We used our QB records as
reference only.
12: Would like to see emailing an invoice, etc. work with the default email
program but I understand the outlook reasoning. It sure is slow getting word
going and making it's way to outlook however.
This function would be adverse to the integration features of SBA and other
Office programs. We have no problems with performance here.

Just some responses from an end user of SBA.
 
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R

Russ

In your post you wrote that BOMs for SBA were available from a third party.
Could you provide a link to any of them, as I have not been able to find a
reference on the SBA page.
 

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