RightClick version 7.00 New Feature Highlights

RightClick 7.00 includes many new and innovative features. Slated for release in January 2005, these improvements enhance both RightClick Atlas and RightClick Velocity. The document is divided into two sections, the first being new feature highlights and a more detailed list of new improvements further below, click here to start with the detailed list.

A great deal of effort was focused on user interface improvements. The goal was to make RightClick easier for all users, data entry employees, managers and executives. Rapid access to information was at the heart of the changes. These include alterations to all of the inventory scan windows, inventory status windows, and Customer/Vendor Scan windows. These status and scan windows can now be maximized on the Desktop, they include more information in grids and have been enhanced based on user suggestions.

Users can now modify the appearance of nearly all grids—and RightClick remembers the settings per user. As in the example provided, notice not only that the text size has been altered, but the column headers have been changed, the Sell $ column is bold and there is a photo of the jewelry item in the grid! Of course you can still see the jewelry photo as a separate window. In addition, customer and item notes can be displayed as a column in a grid.

Grid columns and rows are now controlled with a grid Properties window. You’ll notice that the window includes all of the columns and allows users to change the column title, attributes (such as bold, italics and font size), column alignment and column width. Now your employees can customize RightClick windows so that they work best for them.

It is now also easy control a user’s window settings. Through Security Information window, managers can “clone” one user’s settings (such as window settings, grid customizations and more) to other users. Therefore, if you have customized grids and windows, you can distribute them to other users easily.

Analysis Graphing

Both RightClick Atlas and RightClick Velocity now have graphs. The Analysis Graphing module includes over 150 graphs in Atlas and over 100 in Velocity. These powerful analytical tools allow managers and executives to spot trends, look for trouble areas and top performers (by customer, item or category) and more. Nearly all graphs analyze data across multi-year (whether you have closed out your data or not), chart growth and perform dozens of calculations on sales metrics. Graphs can be seen on screen or printed in full color.

Find Information Faster

Need to find customers, vendors or items within one or two seconds? Now RightClick’s Quick Find window includes a Find Any… field. With Find Any… users simply type a few letters of a customer’s name, vendor’s name, phone number, or item number and RightClick uses a highly optimized search to rapidly locate matching data. The results are displayed in a combobox, and selecting any item, customer or vendor allows the user to perform an action (such as memo, sell, look up and so on).

Job Control Forecasting

For RightClick Atlas customers, there is a new Job Forecasting module. This new module allows companies to forecast their production departments by job location, contractor or vendor, determine on time performance and more. Additionally, production department managers can track job location and vendor Passed and Failed rates. Twelve (12) new production forecasting reports have been built specifically for management use. They include order forecasting, component requirement forecasting, job cost forecasting, on time record tracking, and more.

RightClick Reports

RightClick Reports has been greatly enhanced! In fact, it was brought back to the design stage and much of its new functionality was programmed from scratch. When the windows version of RightClick was first released, in 1998, the number of reports barely reached 150. Now, with over 225 reports in Atlas and over 125 reports in Velocity, and with the new graphs, a new way of managing reports and graphs was needed.

RightClick now puts the power of report management in the hands of the users. Through the Manage pagetab, users can create their own pagetabs for reports and graphs. For instance, if the accounting department runs 25 reports every month then setup a pagetab called “Accounting Department” with those reports. If executives need specific graphs to chart corporate growth or find fastest selling merchandise, create pagetabs specifically for them (i.e. “John’s Reports”). In the example provided, we created a pagetab for Atlas’s new Job Forecasting module reports and graphs!

RightClick version 7.00 Detailed Feature List

Improvements and new features have been put into both Atlas and Velocity. This section lists new features and improvements to both products followed by a list for Velocity and then Atlas.

Atlas and Velocity version 7.00 Detailed Feature List

Over 150 graphs have been added to RightClick Atlas and over 100 to RightClick Velocity. Graphs deliver executive management information; learn more by clicking here.

A new module called Geographical Analysis has been invented by the developers at Wise Choice Software. Chart sales, profit and a whole lot more on detailed maps to the zip code level. Interested? Learn more by clicking here.

Date criteria fields on reports can scans now accept English words such as “This Year” (don’t include the quotes) or “Last Year” or “Today” You can enter month names such as “January” or “March” which RightClick would view as “01/01 to 01/31” of the current year, or “03/01 to 03/31” respectively. You can even mix numbers and workds, such as “1/15 to Tomorrow”

The Transactional Tracking window has been enhanced

Quick Find has been improved and now includes Find Any… Use this field to rapidly locate items, customers, vendors, prospects (for RightClick Atlas). Use wildcard search with * as in the example “*the” (do not include the quotes) will locate “The Jewelry Connection” or “Jewelry Theory.” The Quick Find window is now the tool to have on screen at all times. It has been specifically designed to rapidly locate information--try it, you'll love it!

RightClick Reports has been enhanced to allow users to create and manage their own custom groups of reports. These custom groups can be anything, for instance: Accounting, Management, Inventory, Fred’s Reports, and so on. To create a group, use the Manage pagetab in the RightClick Reports. This is very intuitive and easy to use. Please note that the custom pagetabs are not user specific; when you set up pagetabs every user will get the pagetabs. In Security Information there will be a Manage RightClick Reports option to control which user can manipulate report groups.

Now users can log directly into RightClick Reports without having to input a user name and password. (This only works from the reports icon in the RightClick window.)

Cut and paste for textboxes and editboxes no longer have any limitations other than those set by Windows

The right click menu for grids has been enhanced

A column for notes can now be turned on or off for almost any grid

A column for the photo of an item can now be turned on or off for almost any grid

A new Properties window is available for grids—which allows users to control the look and feel including font size, text alignment, bold, italics and more

Security Information has been enhanced to allow managers to reset a specific user’s window settings

Security Information has been enhanced to allow managers to copy one user’s window settings to another user

Velocity version 7.00 Detailed Feature List

New fields have been added to the Stone Inventory

A Source field has been added to the Customer pagetab

A new report called Sales Analysis By Type And Class has been added. This powerful report compares sales totals for two different date ranges (i.e. this year versus last year) by type and class. Columns include Profit, Margin, change % of one date range over the other.

Atlas version 7.00 Detailed Feature List

The following windows have been enhanced: Metal Scan, Pearl Scan, Finding Scan, Casting Scan, Colored Stone Scan, Diamond Scan, Certificate Scan, Jewelry Scan, Job Status Scan, Job Bag Scan, Job Bag Location Scan, G/L Scan, Customer Jewelry Item Scan, Vendor P.O. Scan, Customer Order Scan, Vendor Memo Scan, Customer Memo Scan, Customer Sale Scan, Vendor Purchase Scan, Customer Scan, Vendor Scan, Pearl Status, Finding Status, Casting Status, Jewelry Status, Metal Status, Diamond Status, Certificate Status, and Colored Stone Status

The History pagetab in every inventory status window has been changed and now includes a checkbox called Summarize History. When checked, RightClick summarizes the history by Source and lists totals. This is a rapid way of finding out how much was sold or purchased

Access to graphs have been added to Customer Scan, Vendor Scan, G/L Scan, Job Bag window and every inventory status window

Both Detail Vendor and Customer Ledger reports allow users to control whether zero balance or credit balance customers should print.

A new module is now available called Job Forecasting. Users can pre-define the job bag locations a style or item will travel to when being manufactured. To input these locations, on the Components window, click the Locations button in the upper portion of the window. Here, users will input the locations and their order (i.e. Caster first, Diamond Picker second, Setter next, etc…) and the time it takes to complete the step (in minutes, hours and days—all accumulative—so if setting takes a day and a half, input 1 day + 12 hours). These pre-defined locations are also printed on the 6x9 Job Bag. The following reports are included in the Job Forecasting module:

• Detail Order Forecasting Report

• Summary Job Location Forecast By Customer Report

• Summary Job Forecast By Vendor Report

• Summary Job Location Forecast By Item # Report

• Summary Job Location Forecast Report

• Late Job Bags Report

• Job Requirements Forecast Report

• Job Costing Forecast Report

• Detail Job Location On Time Record Report

• Detail Job Vendor On Time Record Report

• Job Location On Time Analysis Report

• job Vendor On Time Analysis Report

Also with the Job Forecasting module, the Job Bag Tracking and In Shop Bag Tracking windows have two new checkboxes: Current Location Failed and Current Location Passed. The location that gets closed out is assigned these checkbox values. Use this to manage failure rate. Several reports have been altered to include the failure status. Lastly. a department field has been added to the Job Location Information window

Prospect Management has been extraordinarily enhanced and you can read more about it’s extensive features by clicking here. Also included are these prospect reports:

• Prospect Listing Report

• Prospects By State

• Prospects By Salesperson Report

• Prospects By Source Report

• Prospects By Stage

• Prospect Status Report

• Prospects By Interest Report

• Prospects By Association Report

• Prospect Aging Report

You can even import prospects or call sheets (they must be in Excel spreadsheet format) from JCK or JBT. Prospects have been integrated into RightClick Atlas and the following windows have been altered: Quick Find, Address Label printing, RightClick Fax and the Call Center. Users can also right click on prospect comboboxes to select actions for prospects.

Both the Customer Scan and Vendor Scan have a new pagetab called Snap Shot. This pagetab displays important financial information about the customer or vendor selected, including sales month to date for the current year and last year, same for year to date, last sale, purchase, memo, order, total exposure and more.

EDI 850 Orders can now be processed using a UPC # from the customer.

A new report called Inventory Purchase Status Report has been added. This report prints all inventory transactions after each purchase. Companies can use this report to link purchase to sale. Works best for one of a kind inventory items.

Interested in how a RightClick module works but don't want to pay for it without being sure? Ask for a Module Trial! Thinking about Photo Imaging or Analysis Graphing—the Module Trial allows companies to test drive modules for one (1) week without cost. You’ll need a modem, DSL or T1 to download the access codes for the Module Trial—but that’s it. After the trial period is over the module shuts off and you can then purchase it.

The Customer Payments By Salesperson Report has been modified to split commission into Commission #1 and Commission #2—which corresponds to the two commissions on an invoice or credit.

The Style and Jewelry Components window has been altered and now includes a combobox for M.M. Size in both the diamonds and colored stone grids.