Where do I start?

If you lack most or all of the items shown here, there is a rational way to begin.  Look for the bulletin from September called Core-21 and read that one first.  This is a discounted package that does three things: 

First, it includes some of the "coolest" stuff from the 2001-2008 development era, a kind of greatest hits package. 

Second, it contains some fundamental stuff upon which we are building, and so ensures you have some key prerequisites in place. 

And third, it puts Sarah, Susan or Dan at your site for two days so that other things --- like your issues and our body of enhancements --- can be addressed.

Then what?

If you have the Core-21 package, you are ready to move on to any of the other packages listed here.  Major items, such as the substantial customer changes in Customer-F are shaded pink to draw your attention.  Most stand-alone bulletins contain pricing information, stated in hours.  The bulletins labeled Tidbits are unpriced, but as a rule, are not major items.  When installing those we simply bill for the time incurred.

Can I get a deal?

Sure.  Working down a list of items to install is far more efficient than installing single features.  We can pass along some savings in that case.  Here's how you can do that:

Any list that comes back from a Core-21 or other on-site visit will qualify for this discount.  Our CSRs have these bulletins in a binder and can review them, one by one, with your staff.  Make a list of "things to install when you get home", and you'll save 25%.

We can also put together such list over the phone.  You will need to make an arrangement with either Sarah or Bill to spend 30-45 minutes on the phone covering either the bulletins you've received as e-mail or the contents of this page.  We can discuss each item until you understand what it does and whether it would be of value to you.  This phone time is billable, but any multi-item to-do list created in such a session would qualify for a 25% break in the installation costs.

Name	Description	Download
	Posted August 2005
Site Pricing - 2005	For unlimited levels of date/time pricing by site and pump.  With rapid entry and snapshot screens.
	Posted July 2005
Vendor 1099 Overrides	To allow manual overrides of what prints on the Vendor 1099.
Diesel Ratio Rpt	Fraud spotter - shows ratio of Red/Clear diesel over time.
	Posted June 2005
RxView	Feature to transfer .PDF images of documents and reports to a PC for viewing.
Invoice Archives	Where we stop purging orders and instead move them to archival files, allowing the numbers to be recycled.
Foreign Site Offset	Allow Foreign Site offset be ANY site number, not just an offset.
Ditch ABA	Patches to continue to allow deposit slip to print, but without having to enter ABA numbers in Cash Receipts.
C/L Fees as Addendum	Adding fees to C/L invoice at the bottom, without tying to site, pumps, fuel type or card.
Tidbits 9	May-June patches.
	Posted April 2005
Landmarks	For GPS in Customer/Points, to show how close coordinates are from some prominent reference point.
GPS in Customer/Points	Latitude and Longitude fields added to allow distance calculations.
Tidbits 8	Suppress MTD summaries in c/l preinvoice proof, delinquent mode in Extended Margin Report, etc.
Long City Names	Work-around to raise city-length limit from 15 to 24 bytes.
	Posted March 2005
Ext Margin Rpt for Commissions	Recent changes to Report and how they are being used by some to process salemen's commissions.
Spring 05 EFT Update	Batch Edit can add items the create skipped.  Accounts have options for grace days, skip days.
	Posted February 2005
Truck and Driver Terminate	RxDB-driven patches to clean up PDS exported truck and driver data.
Inventory Value Report	Added Errors-Only mode, dump to Excel.
RxDB January Updates	RxDB, the ODBC access to your system data is updated and enhanced
Document Creation Suite	Create PDFs, Tiffs, and Postscript that can email, fax, and view on the web
Tidbits 7	11 item list - Tiered Sales tax, A/R Transaction Rpt: Customer select.
	Posted January 2005
Default Printers	First use of new User Maintenance, to control how each user gets a default printer.
Tidbits 6	8 item list - Fuel fax enhancements, Profit Center on F screen, security by Customer screen, prior period G/L allocations.
	Posted December 2004
Missing Features	A utility to show what features are on or off in your system.  Free!
Experian Results	Import Credit Scores and such from Experian so they become a permanent part of your Customer data.  New report to compare PDS view w/ that of Experian.
Salesman Groups	A means of grouping many non-contiguous salesman codes so that they can be recalled in one stroke.
Tidbits 5	9 item list.  Add to vendor and customer logs, C/S Cost entry, alt GP on Margin reports, EFT screen in Cust Maint.
	Posted November 2004
A/R Watch List	Early warning for A/R trouble.  Emails an "action list" as invoices go uppaid.
C/L Price - Rapid Entry	Beat the tedium of site-pump price updates.
Import Physical	Push the countsheet to Excel, fill in the count and import it.
Blend Reversal	Bad blend?  Undo it and put back the FIFO.
AP & CD Import	We can import A/P and C/D from the likes of Chevron, Tesoro, New West, Valero, ConocoPhillips.
Tidbits 4.	List of 7 items.  Auto day-start, delete order from receipts, etc.
BOLs on Cash Req Report	Cash Requirements Report enabled to guess when the open bills of lading will come due for payment.
	Posted October 2004:
Tidbits 3	List of 9 items.
CustspH	Date/time sensitive margin adjustments for Customer Special Pricing, logging of changes, alternte points.
Report Archives	A new viewer to display and reprint PDS reports archived by month.
Tax Certificate Dump to Excel	Dumps CustID, Exempt, and STExempt data to text.  Helps in mailings.
	Posted September 2004
Core-21	Package deal for Fall 2004.  21 installed enhancements combined with 2 days on-site for training.
Cust F - Final	Overview after completion of Customer F.
Cust F - Internal Account	Details of the Internal Account part of the Customer F upgrade.
Cust F - NAICS	Details of the NAICS part of the Customer F upgrade.
Cust F - SIC	Details of the SIC codes part of the Customer F upgrade.
Cust F - Counties	Details of the counties part of the Customer F upgrade.
Customer F Intro	Initial overview of project to add NAICS codes, counties, F screen.
	Posted August 2004 - covers back to April 2004
Honeymoon Analysis	Evaluate the performance of new customers.
Honeymoon - Addendum	Enhancements to the orininal release.
Open A/P in Vendor Lookup	Enhancement to help users distinguish among vendors when presented with a list.
Tidbit 2	7-iem list of miscellaneous enhancements.
Vendor G/L for A/P	Keeps list of prior G/L accounts used by a vendor to provide a short list of accounts to pick from when vouchering A/P.
C/L Slow Pay List	Credit reports to analyze the payment patterns of customers and their cardlock invoices.
Filters on A/R Summary	Quickie screen to analyze sub-sections of your open A/R, like by warehouse or type.
E-report Samples	10-item list of ways jobbers use e-mail to send data to their own staff.
Credit Cards via EFT	Describes how the EFT module can be adapted to process cash reciepts involving credit cards.
C/L Support for Exempt file	Allows one to exempt a customer for a specified tax authority in cardlock.
More Vehicle Data	For C/L vehicle maintenance, added field for authorized products and maximum gallons.
Order Summary by Day	Quickie screen showing order count, volume and dollar sums for recent past and future days.  Shows amounts ordered by day, as well as amounts delivered by day.
Vendor Logs	Tracks changes made to Vendor Master data; who, when, old data, new data.
Sales by Tax to Excel	A means of extracting sales data tied to one tax authority for import into Excel.
BOL Files > WH	A means of having more BOL files than one has warehouses.
Validate Trucks in A/P	Warn or block if user enters a value that's not a valid truck.
Vendor Terminate	Prevent checks being cut to vendors you want to inactivate, but can't yet delete.
Supplier Price from Excel	Programs to receive Excel exports to automate the entry of Supplier Pricing.
Sales Export to Excel	Utility to dump 30 columns of sales data from Prodtran for use in Excel.
Tidbit 1	14-item list of miscellaneous enhancments.
Historical Income Statements	Define multiple income statements for reuse, supporting up to six columns, with options for cents/gallons and business groups.
Custom Menus by User	Define new menus, by user, that can contain items that appear on standard PDS menus.
Printer Data - New Fields	We’ve added two blocks of new fields that are needed to support a move to dispense with the order and invoice print queues.
Margin Ranges by PCAT	There is a pair of fields in Product Category Maintenance that are intended to trigger profit warnings on the Invoice Register and C-Store Journal when gross profit appears to be either higher or lower than the range one would expect possible.