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Order Manager Version Info

Current Order Manager: 
Version 5.609, released September 10th, 2008

New features in Version 5.609:
  • Improvements to integration with Amazon, ChannelAdvisor, Miva Merchant, ProStores, "generic" custom carts and PayPal.
  • Added RFM (Recency, Frequency and Monetary Value) options to View Customers, View Orders and Customer Export.
  • Added SKU Starts With and Includes and Names Starts With and Includes fields to Order and Purchase Orders search screens.
  • Added email tag IncludeStatementpdf and parameter StatementPDFTemplate for emailing statements to customers.
  • Added Edit Referral button to View Orders.
  • Added On Sale to Global Editor.
  • Added apply payment and address validation buttons to View Customers.
  • Added View Item button to Adjust Inventory forms.
  • Numerous minor revisions and bug fixes.
New features in Version 5.506:
  • Support for PayPal Website Payments Pro. See list of shopping carts that this feature works with at:
    http://www.stoneedge.net/forum/topic.asp?TOPIC_ID=5438
  • Improvements to built-in support for UPS and Fedex
  • Support for ShipRush 5, including USPS and DHL shipping
  • A new, faster API-based credit card processing system for Yahoo stores (in Beta release until early next year)
  • A new interface to the Payflow Pro credit card gateway that was required due to changes made to Payflow Pro
Added support for the following shopping carts:
  • MountainCommerce (by Mountain Media)
  • GrabCart
  • ProductCart (by Early Impact)
  • MonsterCommerce 7 (by Network Solutions)

To get the latest version, log into the Download Gateway using your Stone Edge user name and password. If you have forgotten your login information, email sales@stoneedge.com.

You must have a current Extended Support contract to download program updates. To order Extended Support, click here.

The Stone Edge Order Manager was originally released in February, 2000. Listed below is a history of prior program releases and the features included in each update.

Version 5.0, released 4/16/2007

IMPORTANT NOTE: IF YOU ARE UPGRADING FROM A VERSION EARLIER THAN 3.7, PLEASE SEE "WARNING FOR USERS UPGRADING FROM EARLIER VERSIONS", IN THE “READ ME” FILE DISTRIBUTED WITH THE PROGRAM, BEFORE PROCEEDING!

  • New Shipping Features

  • The Stone Edge Order Manager is now certified for direct printing of UPS and Federal Express shipping labels! You can configure the program to print either UPS or Fedex labels, plus USPS labels via Endicia's Dazzle program. ShipRush is now only needed if you have to print labels for both UPS AND Fedex.

  • New Quick Ship system. Very fast label printing for merchants who do not have to scan each item as it is packed. Click here for details.

  • Added support for printing shipping labels at additional screens.

  • Added support for electronic shipping scales.

  • Added support for Boxes: Enter the boxes you use for shipping as products and their dimensions. Also enter dimensions and default boxes for your regular products, and an optional Default Box. Pack & Ship and Quick Ship will then suggest which box to use for each order, and track your quantity on hand for each box.

  • The program is no longer limited to 30 shipping methods.

  • New POS system

  • All-new Point of Sale system.

  • Supports touch screens, pole displays and other POS hardware.

  • Highly configurable screen with lots of user-definable buttons.

  • Supports store credits, layaway and card present credit card transactions.

  • For details, click here.

Note - The standard version of the Order Manager no longer includes the POS (Point of Sale) system. There is a new version called Order Manager Plus POS that is the standard version plus the POS system. It will retail for $1,000 more than the standard version. IMPORTANT: All Order Manager users with current support contracts as of April 15, 2007 have been authorized for Order Manager Plus POS, so those users will NOT have to pay anything additional to use the new POS system.

  • New Manual Order Features

  • Full payment control, including multiple payments per order. Also added parameters for more control of the approval process: ApproveUnpaidManualOrders, AllowApproveWithBalanceDue, ManualOrdersRequireFullPayment and AllowOverrideApprovalDefault.

  • Added Standard Messages and Product Messages (e.g. "must ship by truck" or "must be 18 or older to order") that display at Manual Orders when you add specified line items to an order.

  • Added Cross Sell to products and Manual Orders. When you add an item with cross-sell to a manual order, the Multi Select screen opens with a list of cross-sell items. If you take orders by telephone, this feature can increase your sales!

  • Added sort buttons for line items

  • Added Save Customer button

  • Added Update Customer Records button

  • Added option to build sub SKUs at Manual Orders.

  • Added alternate SKU support

  • Added quick customer search features: control/shift/L for Last Name, control/shift/C for Company Name and control/shift/Z for Zipcode.

  • Improved handling of order discounts

  • Other Significant Changes

  • New RMA system combines returns, exchanges and RMAs into one improved system. Use new Return/Exchange button for returns, exchanges and RMAs; the old RMAs button has been removed.

  • External Stack Controller – Separate program that handles sending data via the Internet and speeds up sending email, status updates, real-time inventory updates, etc.

  • New template-based system for importing orders from text files and Access databases. (Requires Generic cart license.)

  • Speed enhancements for Enterprise Version SQL Server users.

  • Assemblies - similar to kits, but only used to move inventory back and forth between assemblies and their parts.

  • Customer matching: When importing orders, if a matching customer is not found, looks for customers with the same Last Name and Zipcode, or the same Company, and if any are found, gives you a chance to pick one to assign the order to.

  • Added quantity pricing for Manual and POS orders.

  • Added support for credit card processing thru Cybersource, LinkPoint, QuickBooks Merchant Services and JetPay.

  • Support for New Shopping Carts

  • Official support for direct interface with ProStores shopping carts using their "XTE" technology for downloading orders.

  • Added support for 3DCart, Modular Merchant, In Line Merchant and PDG Cart.

  • Improved support for Specific Shopping Carts

  • Yahoo: Support for multiple gift certificates per order and improved error handling for Yahoo credit card processing.

  • ChannelAdvisor: Fixes for missing shipping insurance, internationalization issues (VAT taxes, date formatting), applying coupon discounts, and incorrect order totals at import. Added support for importing the payer Email address when PayPal is used at checkout. Also added support multiple carts, custom fields (see parameters CACustomFieldAlias1 thru 5) and discounts.

  • eBay / Blackthorne: Added support for new version of Blackthorne. Added support for importing customer invoice adjustments and PayPal transaction status changes into the customer comments field.

  • Amazon: Added code for Amazon's Charge-When-Ship feature to properly address credit handling. Also added Amazon XML Inventory Feed to Cart Functions (requires WASH).

  • Miva Merchant: Added multiple store support for inventory tracking with Miva Merchant (4 or 5) and Viking Coders' Inventory Manager.

  • Major changes to Altura status update sending. FTP upload no longer required.

  • Improved Half.com import.

  • Added support for sending status updates to generic shopping carts. See parameter UseGenericStatusUpdates.

  • Other Misc Improvements

  • Added Multi Order Processor parameter group with lots of default setting parameters.

  • Added "None" option to parameter Default Order View.

  • Added Ship To Email field to Orders.

  • At Import Products, added Replace/Add To option for quantity on hand.

  • Added option to include Country Codes in email, fulfillment and shipping export templates.

  • Added Print Statement button to View Customers.

  • Overhaul of the Daily Audit system, including new Daily Audit report.

  • Added encryption for all passwords.

  • Added On Order buttons to View Orders and Manual Orders. Displays quantity on order for the selected product.

  • New Customer Statement report.

  • Added support for custom queries, forms, etc. to Custom Report Maintenance.

  • Added more features to Price Changes tab of Multi Record Inventory Editor.

  • Added custom fields to Suppliers.

  • Expanded support for the Shipwire fulfillment center, including importing tracking data from Shipwire and synchronizing quantity-on-hand numbers.
Version 4.4, released 4/20/2006

  • New SQL Server based Enterprise Version
     The Enterprise Version uses the same highly customizable Microsoft Access front end (code, screens, reports, etc.) as the standard Order Manager, but it can use Microsoft SQL Server for data storage, instead of Microsoft Access. It is recommended for merchants who have: 
     

    • Over 150,000 customers, orders or products

    • More than 10 active, simultaneous users
       

  • Support for Additional Shopping Carts & Sales Channels

  • Cart32

  • CRELoaded and ZenCart versions of osCommerce

  • eBay’s Blackthorne

  • eBay ProStores (text file interface; direct import coming soon)

  • Interchange

  • MediaChase

  • Underbid.com

  • Xcart
     

  • New Communication Features

  • Added automatic phone dialing features. Works with telephones connected through a modem. Depends on Microsoft phone dialer. Configure in Windows Control -> Phone and Modem Options. See system parameters ShowPhoneButtons, DailUse1Prefix, UseDialingRules and Dial9 in the new Communications parameter group.

  • Added support for including attached printable .pdf files with email messages. For example, your drop ship purchase orders and fulfillment center emails can now include a printable .pdf file of the packing slip, and order confirmation emails can include .pdf invoices. Note: This required code changes to all Invoice and Packing Slip subreports.

  • Added faxing of purchase orders (regular and drop ship) via Microsoft Fax.

  • Added support for the new External Stack Controller, which will be available soon as an add-on product. The External Stack Controller can be used for posts to Order Status System, etc. and also for sending email messages, which speeds up many processes in the Order Manager.
     

    •

  • Purchase Orders and Drop Shipping

  • Major upgrades to the entire Purchase Order system, including integration of Drop Ship POs, receiving against multiple POs at the same time, entering and importing drop ship tracking data, entering invoices for purchase orders, etc. You can now track what was on your original purchase orders, what is currently expected for them, and what has been received against them.

  • Sped up automatic purchase order creation.

  • Added option to show quantity backordered on the Inventory Status tab of Purchase Orders screen.

  • Added new report Purchase Order Status.

  • Added faxing of purchase orders (regular and drop ship) via Microsoft Fax. Depends on having a fax modem and proper configuration of Microsoft Fax. See Fax parameters  in new Communications parameter group. NOTE: In Access 97 and Access 2000, reports can only be faxed if they have been formatted to print to the OM2PDF printer, which is installed by the Order Manager, so you will probably need special versions of those reports. We have included new reports "PO pdf" for purchase orders and "Drop Ship pdf" for drop ship purchase orders.

  • New system parameter POPrintLabelsForReceived - sets default value of checkbox on Purchase Order Receiving form.
     

  • Shipping & Fulfillment, ShipRush, Dazzle, etc.

  • Added automatic export of fulfillment data to ShipWire fulfillment center.

  • Improved importing of tracking data from text files.

  • Added Bill To address fields, Extended Cost and Extended Price and Coupon Amount to fulfillment export template fields.

  • Pack & Ship system no longer lists items that are to be shipping by a fulfillment center.

  • Added support for ShipRush 4 (Fedex).

  • Added option to include international shipments in Dazzle batches.
     

  • Other Misc. Features

  • Added support for up to 5 QuickFilters.

  • Added Expected Net and Actual Net to the Pricing Tab of the View Orders screen. Expected Net is based on the entire order and assumes full payment. Actual Net is based on what has actually been shipped and on payments actually received.

  • New Orders Filter form with additional search fields and support for displaying custom fields as combo boxes and check boxes.

    •

  • Improvements to Quotes.

  • Custom fields can now be displayed as text boxes, combo boxes (drop-down lists) and check boxes. There is a new Custom Field Setup screen. Go to Maintenance Menu -> Setup Functions -> Setup Custom Fields.

  • Added export to QuickBooks via XML API and other changes to accounting functions. Includes new system parameters Accounting Application and Accounting Export Start Date, plus numerous new QuickBooks parameters. Revised Accounting Export Setup to support new features.

  • Added accounting export via text file.

  • Improved carry-forward of credits and balances when dealing with exchanges, etc.

  • New, improved Invoice report.

  • Add notes to both orders when Reorder button is used.

  • Added eCheck support for Authorize.net users.

  • Added additional fields to Mail Order Manager (M.O.M.) export format.

  • Added button to edit customer IP addresses and parameter AllowEditIPAddress.

  • Added Purchase Order Number to fields at Orders Filter.

  • Added code to detect and repair corrupted data files.

  • Added button to Maintenance Menu to copy latest version of shipping queries to current data file.
     

  • Changes for Specific Shopping Carts

  • Support for change in ShopSite coupons.

  • Changed importing of products from Yahoo. Now supports very large downloads.
     

    •
  • New System Parameters
AccountingApplication Can be set to None, Quickbooks file transfer, QuickBooks direct transfer or Simple Text file transfer
AccountingExportStartDate The date that establishes the start of export of accounting information
AllowConcurrentImports and ImportWorkstation. Use to prevent multiple, simultaneous order imports, which can cause problems.
AllowEditIPAddress If True, there will be an Edit button next to the Customer IP Address field at View Orders.
AlwaysLoadNotes Controls when Notes are loaded at the View Orders screen.
AmazonSendTrackingEmail Set to false to avoid sending tracking number email to customers placing orders through Amazon
CompanyPhone1 and 2, CompanyFax1 and 2, CompanyEmail1 and 2, CompanyText1 thru 10 and CompanyURL1 and 2 Added these parameters and related email tags. All in the new Company parameter group.
DazzleAutoLoadCustomsInfo If True, when shipping an international Dazzle package, the line item data will be filled in automatically.
DeletePackingData If True, packing data will be deleted based on the setting of PackingRetentionDays. If False, packing data will be retained indefinitely.
DeletepdfFiles If True, pdf files created to attach to email messages will be deleted after they are sent. If False, they will not be deleted.
KeepFormsOpen Should speed up access to the View Orders screen.
ManualOrdersSetToCurrentUser If True, the Manual Orders screen will default the Salesperson to the current Order Manager user.
New QuickBooks parameters These parameters get set at the Accounting Export Setup screen instead of the System Parameters screen.
POPrintLabelsForReceived Sets default value of checkbox on Purchase Order Receiving form.
ShowNetFigures If True, Expected and Actual Net figures will be shown on the Pricing tab of the View Orders screen. If False, they will be hidden.
ShowPhoneButtons, DailUse1Prefix, UseDialingRules and Dial9 For automatic phone dialing. In the new Communications parameter group.
UPSViewOrdersTrackingDisplay If you are using UPS rate lookups, when you click Track Package at View Orders, which display do you want to see: browser to UPS, or Order Manager's data.
YahooCouponField Which Yahoo field should go into the Order Manager's Coupon field?

 

Version 4.2, released 10/24/2005
  • Create quotes and estimates that can be revised and converted to orders.
  • Send drop-ship orders via text files using Fulfillment Templates.
  • Multi-select capability and other improvements added to the Purchase Orders form.
  • New Supplier fields.
  • Support for USPS international shipping and customs forms with Dazzle. Includes new Country of Origin field in the Inventory table.
  • Added support for ChannelAdvisor shopping carts.
  • New capabilities for QuickBooks exports: If you summarize deposits, the summary journal entries for each day can now include deposit details in split lines. Also, you can choose to have credits and refunds subtracted from deposits instead of entered as checks (as long as the net for each payment type does not fall below zero for any day, in which case the old method must be used).
  • Added new parameter POSTaxState and supporting code for Sales Tax From History report.
  • Added Preview with Suppliers button to Email Template Editor.
  • The Search Inventory form that is used wherever you search for items has been revised so you can see long SKUs and item names.
  • Added parameters ManualOrderSKUFieldType, MultiSelectStartEmpty, InventoryComboBoxLimit and InventoryUseComboBoxes, all of which help performance with large numbers of products.
  • At Adjust Inventory With Reason, if TrackInventoryAdjustments is False, you no longer have to enter a reason and user name.
  • When you click the Show Unshipped & Backordered button at View Inventory, the form that appears now has a button that opens the View Orders screen, pre-filtered for the relevant orders.
  • Added OldSKU and Country of Origin fields to the Inventory table.
  • Added support for MaxMind.com fraud checking at View Orders (button on Addresses tab) and import orders. Added Fraud Score to Orders. Added Approval Rules for Fraud Score field. See parameters CheckMaxMindAtImport, MaxMindKey and ShowMaxMindButton. Requires subscription to MaxMind.com's service. Only available for shopping carts that provide customer IP addresses to the Order Manager.
  • Redesigned the Manual Orders form.
  • Added fields for Final Grand Total & Cost Per Unit to Fulfillment Center templates.
  • Added new reports: Reorder Summary, Sales by Salesperson, Order Status and Simple Analysis.
  • New Order Summary report format: Order Summary by Source.
  • Added PONumber & Terms to Orders.
  • Added Delete Old Credit Card Info button to Maintenance Menu. Lets you delete account info thru a selected date. You must turn on the Security group parameter AllowDeleteCreditCardInfo to enable the button.
  • Added control / shift / e to erase bad tracking data.
  • Added parameter PackingValuePercentage. Automatically fills in the Declared Value field on the Pack & Ship screen.
  • Added parameters DefaultUPSResidential, UPSMarkupType and UPSMarkup. These are all used where the Order Manager looks up UPS rates.
  • Changes made to the Tracking table to improve program performance.
  • Added email button to View Suppliers.
  • Added URL field & View Website button to View Suppliers.
  • The program now automatically assigns the default supplier to new products after importing products.
  • Custom Customer and Inventory fields can now be imported from AbleCommerce stores.
  • Added code to send tracking and status data back to asp.net version of AbleCommerce.
  • Added code to parse AVS and CVV2 responses from MonsterCommerce Comments field.
  • New email tags: LastChargeAmount, LastChargeDate, LastCreditAmount and LastCreditDate, Extended Price, PONumber, and Terms
  • Many new System Parameters:
    • DazzleDefaultUnit
    • PackingDefaultShipperEmail
    • PackingPrintInvoices
    • ManualOrderSKUFieldType
    • MultiSelectStartEmpty
    • InventoryComboBoxLimit
    • InventoryUseComboBoxes
    • RoundPricesInImportedOrders
    • CheckMaxMindAtImport
    • MaxMindKey
    • ShowMaxMindButton
    • DeleteDownloadTextFiles
    • RemoveCommasFromFulfillmentText
    • QuoteEmailTemplate
    • QuoteLastCopyMessage
    • OverstockPaymentMethod
    • MultiOrderAllowChangeShipping
    • AllowDeleteCreditCardInfo
    • AddNoteWhenPrintInvoice
    • PackingValuePercentage
    • DefaultUPSResidential
    • UPSMarkupType
    • UPSMarkup
    • POSTaxState
      •
Version 4.0, released 5/10/2005
  • New Web-Based Help & Documentation (still under construction, but already a major improvement!)
  • New customizable Main Menu with "Quick Clicks" to frequently used functions!
  • New Pack & Ship System - Prints UPS, Fedex and USPS Shipping Labels! *
  • New Security System - Supports Users, Groups and Group-based permissions!
  • New Contact & Task Management System!
  • UPS Rate Lookups at Manual Orders form!
  • Support for new Subscription Manager!
  • New encryption option for credit card account numbers.
  • For Yahoo!Store and Yahoo! Merchant Solutions users - process credit cards thru Yahoo!'s First Data gateway!
  • At View Orders, the Return and Force Backorder buttons now let you work with multiple line items!
  • View Inventory, Find Items and Pack & Ship forms can display an image of the selected item.
  • Improved support for Endicia's DAZzle program for printing USPS mailing labels.
  • New "Refill" option automatically creates purchase orders for x days' supply.
  • Added "SKU Aliasing" - multiple Web SKUs can be converted to the same Order Manager SKU.
  • New support for Alternate Barcodes.
  • Added support for different credit card gateways for each shopping cart.
  • Manual orders can be assigned to a specific shopping cart.
  • Added support for MonsterCommerce and Heavy Metal (Make-a-Store) shopping carts.
  • Plus new reports, new system parameters and many other new features requested by our users!

* Requires ShipRush for UPS & Fedex labels, Endicia DAZzle for USPS labels.

Version 3.4, released 9/16/2004
  • New Cart-based parameters! Change info in reports, emails, etc. based on the source of each order!
  • New PC-based parameters! Change screen size, email sender names, etc. for each work station!
  • New Shopping Cart support: MonsterCommerce & Amazon Sellers Central!
  • Improved support for Endicia DAZzle: Specify DAZzle layouts for each shipping method, review DAZzle batches before sending them, etc.
  • Improved QuickBooks support: review and print data before exporting to QuickBooks!
  • Support for new version of Fedex Ship Manager!
  • Added Froogle Feed feature - submits your products to Froogle!
  • Kit parts can now "inherit" the options (color, size, etc.) of their Kits.
  • Added search for orders by Order Status.
  • Purchase orders screen, Inventory Status tab can now display net sales per product for any range of dates.
  • Added support for Multi-Level Pricing and Customer-Based Discounts to the Point of Sale screen
  • Added the ability to view and edit Drop Ship PO emails before sending them.
  • New email template tag: <<DropShipBoxNumber>>, <<BillToAddressBlock>> and <<ShipToAddressBlock>>
  • Added new Pick List report variations
  • Added real-time-inventory support for Miva Merchant via Viking Coders' Inventory Manager module
  • Improved support for external Inventory tables, including using SQL Server data for your product information
Version 3.0, released 2/26/2004 and 3.001, released 3/17/2004